You are on page 1of 62

Welcome to the Oracle Fusion HCM R8 Workshop

2014

REMINDERS:
• Morning session will consist of approximately 3+ of WebEx
presentations and Q&A via WebEx Q&A Panel (Chat)
• Participants are expected to complete laboratory exercises in the
afternoon using provided laboratory guides.
• Please submit your questions at any time during the presentation via
Webex Q&A Panel.
• Use Beehive Forum to post questions after today’s session.
• All lines will be placed on mute to minimize background noise.
• Email oracle-development_ww@oracle.com for environment errors
or issues. Use template from Beehive.
• Please complete the daily survey & pop quiz.
• Review System Requirements for Oracle Applications Cloud
Partner Boot Camp – Oracle
Fusion HCM Global HR
HCM Release 8
Business Intelligence & Ad-Hoc Reporting

Oracle Platform Technology Solutions (PTS)


2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 4
Program Agenda
Overview on OBIA, OTBI ,OBIEE as a tool.

Overview on BI Analysis.

Implementing Flexfields in OTBI.

Overview on BI Publisher.

Reporting elements within BI Publisher.

Briefing Books | Data Sources | Data Models | Reporting Agents

General Security Aspects :-

OTBI | OBIEE | BI Publisher

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 5
Fusion Reporting Tools –
OBIA , OTBI, OBIEE, BI Publisher

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 6
Oracle BI Technology

• BIEE • BI Publisher • Subject Area


– BI Enterprise Edition • BI Answers • Data Model
• OTBI • BI Composer • Catalog
– Oracle Transactional
Business Intelligence • BI Dashboard • BI Dashboard
• OTBI Enterprise • Oracle Data Mining • etc
– Workforce Prediction
• OBIA
– Oracle BI Application • ADF DVT
– ADF Data Visualization Tool
• BICS
– BI Cloud Services • BI

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 7
Fusion Reporting Tools – OTBI, OBIA, OBIEE, BI Publisher

OBIEE (Oracle Business Intelligence Enterprise Edition)


 Scalable & efficient query and analysis server.
 Ad hoc query and analysis tool.
 Helps create & manage interactive dashboards.
 Can be used to create & manage proactive intelligence alerts.
 Oracle BI answers – enables users to create and maintain the required analyses.

**Note Before

OTBI (Oracle Transactional Business Intelligence) * * Accesses the Fusion Transactional tables to provide the required outputs.

 Built using OBIEE and is based on Fusion data structures.


 Helps users run seeded sample reports and can be used to create their own reporting solutions using OBIEE and BI
composer.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 8
Fusion Reporting Tools – OTBI, OBIA, OBIEE, BI Publisher

BIP (Oracle Business Intelligence Publisher)

 is an enterprise reporting solution for authoring, managing, and delivering reports.


 BI Publisher can be used as an alternative reporting solution to OTBI.

 Data Sources
•SQL Query •Microsoft Excel File
•Oracle BI Analysis •CSV File
•View Object •HTTP (XML Feed)
•Web Service •Oracle Endeca Query
•LDAP Query
•XML File

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 9
Fusion Reporting Tools – OTBI, OBIA, OBIEE, BI Publisher

OBIA (Oracle Business Intelligence Applications) ***

 Is a complete pre-built solution that delivers role base intelligence.


 Excellent tool for data warehousing as it can analyze history and tends for the transactional data.

 How it works
1. OBIA supplies the data warehouse with schema and the logic.
2. This schema then extracts the data from the Fusion application transactional tables.
3. Data is then loaded to the data warehouse for analysis purposes.

**Note Before

*** 1. Can be used as for data warehousing.


2. Requires an additional license.
3. Not available for Cloud customers.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 10
Comparison of Reporting Tools

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 11
BI Architecture and the BI Catalog

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 12
OTBI – Oracle Fusion Transactional Business Intelligence

Oracle BI Composer

Oracle BI Answers

Oracle BI Dashboard

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 13
OTBI – Subject Areas, Folders, and Attributes
Subject area
Compensation - Salary Details Real Time
Dimension - Presentation Folders
HR Action Reason
Dimension – Attributes
Action Reason Code, Action Reason, End Date, Start Date
Fact - Presentation Folder
Salary
Fact – Measure
New Salary, Annualized Salary

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 14
Fusion Reporting Tools – OTBI, OBIA
Presentation Folders are organized by the subject areas/functional area to which they correspond.

OTBI & OBIA share the same presentation catalog, but they have been separated by different naming
conventions.
 OTBI subject areas end with “Real Time”
 OBIA subject areas begin with “Human Resources”

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 15
OTBI – BI Composer and BI Answers
Launch BI
Composer

BI Composer Section
Launch BI Answers (OBIEE)

Subject Area

BI Catalog Folders

Dimension – Presentation Folder

Dimension Attributes

**Note Before
Fact Folder

1. Dimensions & facts can exist in the same folder.


2.Dimensions are marked blue
Fact Measures 3.Facts are marked yellow.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 16
OTBI – BI Composer

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 17
OTBI - BI Composer
• To create an analysis in BI Composer, you use the following steps:
– Select Columns: Select the columns that are to be included in the analysis. You can also specify column interactions, specify a
column formula, rename a column, and hide a column.
– Select Views: Select the views that are to be included in the analysis, such as a title, table, pivot table, bar graph, and so on.
(Note that not all views available in Oracle BI Enterprise Edition are supported in BI Composer.) You can also preview the results
and display the associated XML code.
– Edit Table: Edit the layout of the tabular view (if you have included a tabular view). For example, you can create prompts, use a
column to section the analysis, and exclude certain columns from the tabular view. You can also preview the results.
– Edit Graph: Edit the properties and layout of the graph (if you have included a graph view). For example, you can create prompts,
use a column to section the analysis, and exclude certain columns from the graph. You can also preview the results.
– Sort and Filter: Apply sorting and filters to the views. You can also preview the results.
– Highlight: Apply conditional formatting to the tabular view, such as highlighting rows in different colors (if you have included a
tabular view). You can also preview the results.
– Save: Save the analysis with the same name or with a different name.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 18
Oracle Business Intelligence Answers

• Oracle Business Intelligence Answers

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 19
Oracle Business Intelligence Answers
Oracle Business Intelligence Answers Concepts
• Answers is a more flexible and advanced editor that allows you to explore and interact with information by
visually presenting data in tables, graphs, pivot tables, and so on. You can include the views that you create in an
analysis for display in dashboards.
• The Answers tool contains the following tabs:
Criteria tab: Specify the criteria for an analysis, including columns, and filters. You can specify the order in which
the results should be returned, formatting (such as headings, number of decimal places, styles such as fonts and
colors, and conditional formatting), and column formulas (such as adding a Rank or Percentile function).
Results tab: Create different views of the analysis results such as graphs, tickers, and pivot tables. You can also
add or modify selection steps.
Prompts tab: Create prompts that allow users to select values to filter an analysis or analyses on a dashboard.
Prompts allow users to select values that dynamically filter all views within the analysis or analyses. You can also
create prompts for use with selection steps, both for member selection steps and qualifying condition steps.
Advanced tab: Edit XML code and examine the logical SQL statement that was generated for an analysis. You can
use the existing SQL statement as the basis for creating a new analysis.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 20
Prompts
• Prompts allow users to select values that dynamically filter all views within the analysis.
• A prompt that is created at the analysis level is called an inline prompt because the prompt is embedded in the
analysis and is not stored in the Oracle BI Presentation Catalog and, therefore, cannot be added to other
analyses. Inline prompts allow the end users to specify the data values that determine the content of the
analysis. An inline prompt can be a:
– Column prompt: the most common and flexible prompt type-enables you to build very specific value prompts
to either stand alone on the dashboard or analysis or to expand or refine existing dashboard and analysis
filters. Column prompts can be created for hierarchical, measure, or attribute columns at the analysis or
dashboard level.
– Variable prompt: enables the user to select a value that is specified in the variable prompt to display on the
dashboard.
– Image prompt: provides an image that users click to select values for an analysis or dashboard. For example,
in a sales organization, users can click their territories from an image of a map to see sales information
– Currency prompt: enables the user to change the currency type that is displayed in the currency columns on
an analysis or dashboard.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 21
Oracle Fusion HCM
Fusion Reporting Tools
Demonstration
Navigating in the Reports and Analytics Work
Area

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 22
Flexfields

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 23
Flexfields
• To use flexfields with OTBI, you complete the following steps:
– Flex segments can be defined in Fusion by navigating to Setup and Maintenance and opening the Manage Descriptive Flexfields task. Alternatively,
if you know which object you want to create a flex segment against, you can open the relevant task, for example Manage Person Descriptive
Flexfields.
– Search and select the Flexfield code you are interested in and edit it. You can define global segments, segments for localization and segments that
only appear based on context. You can define the data type for a segment (text, number, etc). If your segment is based on a lookup, you must also
set up the lookup.
– Select the BI Enabled option.
– After saving the flexfield, deploy it.
– Add data to the flexfield using a task within Oracle Fusion HCM.
– Schedule the Import Oracle Fusion Data Extensions for Transactional Business Intelligence process to run, or run it on an ad hoc basis.
– Access Reports and Analytics and add the flexfield to an analysis.

• IMPORTANT: You can only move some descriptive flexfields to OTBI, only those already set up by
Oracle development. All descriptive flexfields that appear in Fusion UI and can sensibly join to an
object in OTBI are enabled for BI.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 24
Flexfields - List of DFFs and OTBI Locations

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 25
Oracle Fusion HCM
Flexfields
Demonstration
Adding Flexfields to OTBI

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 26
Cross-Subject Area Queries
• OTBI allows creating a report that combines data from more than one subject area. This type of query is referred
to as a cross-subject area query. Cross subject area queries can be classified into three broad categories:
– Using common dimensions
– Using common and local dimensions
– Combining more than one result set from different subject areas using set operators such as union, union all,
intersection and difference.
• A common dimension is a dimension that exists in all subject areas that are being joined in the report. For
example, both the Workforce Management - Worker Assignment Real Time and the Workforce Management -
Worker Assignment Event Real Time subject areas have Worker, Job, and Department available for use in the
respective subject areas. These are considered common dimensions between these two subject areas and they
can be used to build a cross subject area report.
• On the other hand Worker Assignment Details dimension in the Workforce Management - Worker Assignment
Real Time subject area is not available in the Workforce Management - Worker Assignment Event Real Time
subject area, therefore it is a local dimension for the purposes of a cross subject area query between these two
subject areas.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 30
Effective-Date Reporting
• OTBI is designed to report on non-event measures, such as head count and salary, as of the current date. Event-
type measures such as assignment events, absences, and performance are included in subject areas that include
a time dimension, so that you can query as of a specific date on these types of events.
• Note: OTBI can produce trend reports for any subject area that has the time dimension, which are event-type
measures. Currently, you cannot produce trends for non-event based measures in OTBI. Oracle recommends that
you either use OBIA (not yet available in the Cloud and an additional license fee) or BI Publisher, although you
should be aware that creating SQL statements for trends will be complex to create.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 31
Oracle Fusion HCM
Effective-Date Reporting
Solution for creating a date-effective report

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 32
OTBI Considerations
• When working with OTBI, consider the following:
– Content Breadth: OTBI does not have complete HCM coverage. Customers requiring attributes that are not
currently covered are recommended to use BI Publisher. You should enter service requests (SRs) for all such
requests to get them added to OTBI.
– Manager Hierarchy (Additional Security): When the Assignment Manager hierarchy is included in an analysis,
the query is subject to the additional security of the line manager hierarchy (Fusion security is still applied).
The analysis will additionally be secured based on the user's login, and will display only workers in the line
manager hierarchy below the logged in user. This means that an HR Specialist with no direct reports will
receive no output. If you remove the manager hierarchy, then Fusion security remains in place. If you leave
the manager hierarchy in the query, Fusion data security and manager hierarchy security are both applied.
– Row Limits: The default download limit is 500,000 cells (25.000 rows with 20 columns)

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 33
Fusion Reporting Tool - BI Publisher

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 34
Fusion Reporting Tool – BI Publisher
Oracle BI Publisher **
 Is an enterprise reporting solution.
 Capable of authoring, managing and delivering reports from
multiple data sources in multiple formats.

Create Interactive management reports, high formatted


customer facing documents, create & manage government forms,
create & manage EFT documents.

 BI Publisher separates the data model, layout and translations which means that these BI reports can be : -
 Generated and consumed in many output formats such as PDF, XLS etc.
**Note Before
 Scheduled for delivery to specific people or groups via emails etc.
** Can be used as an alternative reporting solution to OTBI
 Printed in different languages by adding translations files.
BI Catalog > Create > Published Reporting > Report.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 35
BI Publisher – Process Flow

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 36
Report Elements Under BI Publisher
Data Sources & Data Models

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 37
Reporting Elements – BI Publisher

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 38
Reporting Elements – BI Publisher
Data Sources :-
Category # 1
 BI Publisher supports a variety of data source types for creating a data set. These data (Retrieve Meta Data Information)
sources can be categorized into 3 categories for better understanding : -
 Category # 1 – Retrieve Metadata Information
 Users can use the following functions available within the BI Publisher to retrieve
metadata information. Category # 2
(Retrieve column names & data type
i. SQL Query : BIP has a robust query builder which allows users to build your information)
query graphically.
ii. MS Excel : Can be used to use data tables which reside in an excel
spreadsheet. This spreadsheet can either be stored in a file directory as a
data source by the administrator or users have the functionality to upload it
directly from the local source to the data model. Category # 3
(Retrieve data generated & structured at
source)
iii. LDAP Query : Can be used to issue a query to retrieve data from an LDAP
directory.
iv. OLAP Query : Can be used to create a multidimensional (MDX query against
an OLAP data.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 39
Reporting Elements – BI Publisher
Data Sources :-
Category # 1
 BI Publisher supports a variety of data source types for creating a data set. These data (Retrieve Meta Data Information)
sources can be categorized into 3 categories for better understanding : -
 Category # 2 – Retrieve Column Names & Data type information
 Users can use this feature to only retrieve column names and data type information. It
cannot however process and structure the data retrieved. Category # 2
(Retrieve column names & data type
i. BI Analysis : If the BIP instance is integrated with the Oracle BI Presentation information)
services, then users can use the data from the BI analysis to create the
report.
ii. View Objects : If the BIP instance is integrated with the Oracle Application
Development Framework (ADF), then users can use the associated view
objects coupled with the Enterprise Java Bean data source to build your Category # 3
(Retrieve data generated & structured at
report. source)

 Users should note that only a subset of the model editor features are enabled for
this category. Hence you will not be able to join data sets using the data modeler.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 40
Reporting Elements – BI Publisher
Data Sources :-
Category # 1
 BI Publisher supports a variety of data source types for creating a data set. These data (Retrieve Meta Data Information)
sources can be categorized into 3 categories for better understanding : -
 Category # 3 – Retrieves data generated & structured at source
 Users can use this feature to only retrieve the data which has been structured at source.
i. HTTP (XML Feed) : Users can use an RSS feed off the web that returns an Category # 2
(Retrieve column names & data type
XML. information)
ii. Web Services : Supply a web service WSDL to the BIP framework and then
define the parameters to return the data for your report.
 Users should note that this category will only return the data with no additional
modifications. Category # 3
(Retrieve data generated & structured at
source)

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 41
Reporting Elements – BI Publisher
Data Models :- Have a data source
(such as an BI Analysis, SQL query, etc)
 Is an object that contains a set of instructions for the BI Publisher to retrieve &
structure data.

Construct a data model


Data Models has the following components :- (with a data set, triggers etc)

 Data Set : It contains the logic to retrieve the data from a single data source.
For e.g. a database, an existing data file, a web service call to another
application, a URL to an external data provider etc.
View & run the report.
 Event Triggers : Event triggers consist of a call to execute a set of functions
defined in the PL/SQL package stored in an Oracle database.
 Flexfeilds : Helps define flexfeilds to be used in the BI publisher report. **Note Before

 List of Values : A menu which report designers can select parameters whose Data models reside in a separate folder within the BI catalog.
values can be set at runtime for the report.
Flexfeilds created here are restricted to the BI Publisher report
 Bursting Definitions : Helps split data into blocks by generating documents created.
which can be delivered to one or more destinations.
Bursting definitions can be used to split data & restrict users to
see their own data. This can be done with the help of filters.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 42
Data Model Editor
• Use the data model editor to combine data from multiple data sets from different data sources,
such as SQL, Excel files, Web services, HTTP feeds, and other applications into a single XML data
structure. Data sets can either be unrelated or a relationship can be established between them
using a data link.
• The data model editor enables you to perform the following tasks:
– Link data: Define master-detail links between data sets to build a hierarchical data model.
– Aggregate data: Create group level totals and subtotals.
– Transform data: Modify source data to conform to business terms and reporting requirements.
– Create calculations: Compute data values that are required for your report that are not
available in the underlying data sources.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 43
Report Creation Process
Creating reports in BI Publisher includes the following steps:
• Step 1: Select Data
– Launch the Create Report guide and choose a data source. You can use the following as a data source:
• Data model
• Upload from a spreadsheet
• OTBI Subject area
• Step 2: Select Guided Process or Report Editor
– After you select a data source, you specify whether you want to use the guided process or use the Report Editor. The guided
process walks you through selecting a basic report layout (portrait or landscape, headers and footers) and then designing the
tables and graphs that you can select for the report. At the end of the guided process, you can either view the report, or specify
that you want to customize the report further. If you select the option to customize, the Layout Editor opens, and you can create
additional formatting for your report, add components such as a logo or a gauge, and add define properties.
• Step 3: Configure Layout Properties
– If you use the Layout Editor to add additional components to the report, you can configure the properties for each component.
For example, if you add a gauge to the report, you can configure colors, borders, and so on for the gauge.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 44
Report Layouts
• Three options are available for selecting a report layout:
– Create Layout - Select one of the basic or shared templates to launch the Layout Editor.
– Upload Layout - Upload a template file layout that you have designed in one of the supported file types.
– Generate Layout - Automatically generate a simple RTF layout.

• If you create a layout using the Layout Editor, you use the BI Publisher Layout template. This template enables
you to:
– View Dynamic HTML output and perform lightweight interaction with their report data from within a browser
– Generate high fidelity, pixel perfect reports to PDF, RTF, Excel, Power Point, and static HTML

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 45
Oracle Fusion HCM
BI Publisher
Demonstration
Creating a Data Model with an OTBI Analysis
and a BI Publisher Report

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 46
Oracle Fusion HCM
BI Publisher
Demonstration
Creating a Data Model with SQL

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 47
BI Publisher Considerations
• Consider the following when using BI Publisher:

– Joining analysis data sets: You cannot join data sets based on OTBI analyses to other data sets.
– Embedding in Fusion: You cannot embed BI Publisher reports into a Fusion dashboard or the Welcome page.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 48
Fusion Dashboards

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 49
Dashboards
• Dashboards provide personalized views of corporate and external information. A dashboard consists of one or
more pages, and appears as a tab. Pages can display anything that you can access or open with a web browser,
including the following:
– The results of analyses: The results of an analysis is the output returned from the Oracle BI Server that
matches the analysis criteria. It can be shown in various views, such as a table, graph, and gauge. Users can
examine and analyze results, print as PDF or HTML, save as PDF, or export them to a spreadsheet.
– Alerts from agents
– Action links and action link menus
– Images
– Text
– Views of folders in the Oracle BI Presentation Catalog
– Links to web sites
– Links to documents
– Embedded content (such as web pages or documents)

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 50
Type of Dashboards
• Fusion Dashboards:
– Oracle Fusion dashboards are those that are seeded with Oracle Fusion. They are also role based, meaning
that they appear when users are given certain roles. Examples are:
• Manager Resources
• Human Resources
– They appears as tabs when you log into Oracle Fusion. You can personalize these dashboards and add
analyses, but you cannot add BI Publisher reports to them.
• BI Dashboards:
– You can also create new dashboards using BI Answers. You can add BI Publisher reports to BI dashboards.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 51
Dashboard Builder
• The Dashboard builder enables you to add dashboard pages to a dashboard and edit the pages in a dashboard.
You can add objects to and control the layout of dashboard pages.
• Pages contain the columns and sections that hold the content of a dashboard. Every dashboard has at least one
page, which can be empty. Dashboard pages are identified by tabs across the top of the dashboard. Multiple
pages are used to organize content. For example, you might have one page to store results from analyses that
you refer to every day, another that contains links to the web sites of your suppliers, and one that links to your
corporate intranet.
• The objects that you can add to a dashboard page include:
– Dashboard objects: Items that are used only in a dashboard. Examples of dashboard objects are sections to
hold content, action links, and embedded content that is displayed in a frame in a dashboard.
– Catalog objects: Objects that you or someone else has saved to the Oracle BI Presentation Catalog (for
example, analyses, prompts, and so on) and for which you have the appropriate permissions.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 52
Dashboard Objects
• Column
• Section
• Alert Section
• Action Link
• Action Link Menu
• Link or Image
• Embedded Content
• Text
• Folder

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 53
Oracle Fusion HCM
Dashboard
Demonstration
Editing a Dashboard

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 54
Migrating Reports
Two methods of migrating reports from one environment to another are available.
• The first method uses the Archive and Unarchive options (See: MOS article 1510577.1). Using this method, you
can copy entire folder structures in the BI Catalog, enabling you to copy many reports. This is a more efficient
method for delivering many reports.
– Note: You must have the BI Admin role to use the Archive and Unarchive options, but MOS article 1524805.1
explains how the BI Administrator can add archive and unarchive privileges to a user or group of users for a
given catalog.
• The second method involves copying and pasting the XML in the Advanced tab of an analysis. This method is
useful for copying analyses from one environment to another (or to Oracle Support) in an ad-hoc manner.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 55
General Security Aspects –
OTBI & OBIEE

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 56
General Security Aspects – OTBI Important Points
OTBI Security
Application Roles
 Fusion BI refers only to the application roles assigned to the user.
 Subject area functions are secured using duty roles. *
Job Roles
 The duty roles which grant the access to subject areas will be prefixed
with the subject area followed by the duty role assigned. For e.g. Workforce Transaction Analysis Duty.
 Fusion application duty roles are implemented using fusion middleware as application roles. Data Roles
 All fusion security privileges are maintained as entitlements in the APM module.

**Note Before

* Analyses will not work if users don’t have proper access to the
BI Catalog folders are also secured using the fusion duty roles.** required subject areas.

** The duty roles that provide access to the subject areas will also
grant access to relevant associated catalog folders.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 57
General Security Aspects – OTBI Important Points
Below mentioned pre-defined HCM roles Below mentioned pre-defined HCM roles
can access the following OTBI subject can access the OTBI catalog folders.
areas.

Predefined Duty Role Access Provisions Predefined Duty Role Access Provisions

Benefit Manager Can access all benefits subject areas. Benefit Manager Can access all OTBI benefits catalog
folders.

Compensation Can access all compensation related subject Compensation Can access all OTBI compensation catalog
Analyst areas. Analyst folders.

Compensation Can access all compensation related subject Compensation Can access all OTBI compensation catalog
Manager areas. Manager folders

HR Analyst Can access BIP goals, BIP performance, BIP


HR Analyst Has access to goals, workforce management,
profiles, OTBI career & OTBI workforce
workforce performance, workforce profiles
management catalog folders.
& talent review subject areas.

Line Manager Can access BIP compensation, BIP


Line Manager Has access to all workforce management workforce management, OTBI
subject areas. workforce management & most OBIA
folders also.
Payroll Manager Can access all payroll related subject
areas. Payroll Manager Can access OTBI & OBIA payroll
folders.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 58
General Security Aspects – OBIEE Important Points
OBIEE Security

 BI roles apply to both BI Publisher and OTBI.


 These roles can grant access to most functions within the OBIEE segment. E.g. ability to run a report or the ability to author
reports. **Note Before

** The BI Administrator role is a super user role. Cloud


customer’s can add users to this pre-defined user role as
 BI roles include the following :- none of the pre-defined roles have the BI admin access
assigned by default.
 BI consumer – enables users only to run reports.
** Users should always have a combination of the duty roles
 BI author – enables users to create and edit reports. assigned to a particular user. This depends on user’s access
privileges.
 BI Admin ** – enables users to perform admin related tasks such as creating & editing dashboards, modifying security
permissions on reports, folders etc.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 59
General Security Aspects - BI Publisher

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 60
General Security Aspects – BI Publisher
A report folder.
BI Publisher Security
 Individual BI publisher reports are secured using secured function privileges
that are granted over and above the duty roles in the application. Has a report.

 These function privileges can also be implemented as individual roles by establishing


a parent child relationship. The report is governed by security
privileges to run the report.
(which means the duty role can be the parent application role where as the
function privilege is the child application role.) These privileges are mapped to a
duty role.

 Users can distinguish between application roles and roles that implement privilege just by looking at them :-
 Application roles that implement duties will have name endings with _DUTY_OBI.
**Note Before

 Application roles that implement privileges will have name These duty roles are not the same as those that provide access to
OTBI subject areas and folders.
ending with _PRIV_OBI
BI Publisher access should be limited only to a certain set of users
as the tool accesses transactional tables. There can be a scenario
where sensitive data can be compromised.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 61
Report Elements Under BI Publisher
Briefing Books & Reporting Agents

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 62
Reporting Elements – BI Publisher
Briefing Books:-
 A briefing book is collection of static or updatable snapshots of the dashboard pages & analyses created.

Users can :-
 Add dashboard content with or without analyses to new or existing briefing books.
 Edit briefing books to re-order, delete, change content types etc.
 Download the briefing books in PDF, MHTML formats for printing and viewing. *
 Add a list of briefing books to a dashboard page.

**Note Before

* The PDF version of the briefing book contains an automatically


generated table of contents.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 63
Reporting Elements – BI Publisher
Reporting Agents :-
 A tool which can be used to automate certain business processes. Agents can be used to provide event driven alerts, scheduled
content publishing & even conditional based action execution.

A reporting agent can also be used to : -


 Perform specific catalog analysis based on a schedule.
 Help examine the results based on an analysis. If there are error’s identified, then the agent can be configured in such a way
where by an alert can be delivered to specific recipients.

 Use multiple agents configured in the application to perform complex analysis by invoking actions, JAVA
programs, applications. Results can be passed on between agents through XML or MHTML formats.
Use Case :-

 An agent can be scheduled to identify all product orders over a specified amount which cannot be fulfilled in a given regional warehouse.

 This result can be passed onto another agent, which runs an analysis to locate alternative sources for these products.

 A final agent can be scheduled to notify the respective recipients about the alternative sources identified above.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 64
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 65

You might also like