Detailed Course Outline
Course Overview
- Agenda
- Introductions
- Goals and Objectives
- Description of Methodology
- Description of Materials
- Description of Hands-On Activities
Getting Started with HCM Cloud Reporting with OTBI
- Providing an Overview of Oracle Transactional Business Intelligence (OTBI)
- Reviewing the Five Types of Roles in Oracle Application Security
- Examining OTBI Separation of Functional Privileges by Job Role
- Accessing OTBI
- Cofiguring Preferences
- Navigating the Application
- Running Standard Analyses
Scoping Analyses
- Examining Analysis Design
- Assigning Titles and Purposes to Analyses
- Reviewing Distribution
Examining Subject Areas
- Understanding Tree Hierarchy Reporting
- Examining Prepackaged Subject Areas
- Reviewing the Structure of Prepackaged Subject Areas
- Looking at Dimension Folders
- Looking at Fact Folders
Constructing Custom Analyses
- Examining the Process Driving Custom Analyses
- Determining Custom Analysis Content
- Creating Basic Custom Analyses
- Creating Basic Custom Analyses
- Creating Basic Custom Analyses
- Saving Basic Custom Analyses
Using Filters
- Examining Filters
- Building Filters
- Reviewing Filter Components
- Examining Shared Filters
- Using Saved Analyses As Filters
Adding Selection Steps
- Comparing Selection Steps with Filters
- Examining Selection Steps
- Working with Selection Steps
- Filtering via Selection Steps Based on Conditions
- Using Selection Steps Based on Conditions: Exceptions
- Using Selection Steps Based on Conditions: Top/Bottom (Ranking)
- Using Selection Steps Based on Conditions: Match
Organizing Data within Analyses
- Examining Table Prompts
- Examining Sections
- Working with Sections and Table Prompts
- Examining Groups
- Working with Groups
- Examining Calculated Items
- Working with Calculated Items
Organizing Analyses within OTBI
- Exploring the BI Catalog
- Reviewing the OTBI Report Web Catalog
- Working with the New Drop-Down Menu
- Searching the BI Catalog
- Examining More Actions on Analyses
- Printing and Exporting Analyses
Using Scheduling Agents
- Examining Scheduling Agents
- Running Agents
- Listing Agents
- Creating Agents with Conditions
- Examining Actions
- Managing Agent Alerts
Working with OTBI Visual Aides: Incorporating Visual Aides into Analyses
- Examining Compound Layout Panes
- Specifying Table/View Properties
- Examining View Types
- Examining View Editors
- Applying Conditional Formatting
Working with OTBI Visual Aides: Understanding Advanced Analysis Views
- Examining Trellis Views
- Examining Advanced Visual Aids
- Understanding Advanced Analysis Views
- Examining Legend, Narrative, Ticker, Logical SQL and View Selector Views
Managing Analysis Content: Using Analysis Tools
- Setting Analysis Properties
- Working with Column Selectors
- Adding Column Selectors to Analyses
Managing Analysis Content: Restructuring Data
- Creating Master-Detail Channels
- Defining the Master View
- Defining the Detail View
- Looking at the Master-Detail View in Action
Scoping Dashboards
- Examining Dashboards
- Reviewing Dashboard Content
- Scoping Dashboards
Building Dashboards
- Creating New Dashboards
- Adding Content to Dashboards
- Editing and Configuring Dashboard Format and Content
- Examining Dashboard Prompts
- Using the Tools Toolbar
- Configuring Dashboard Preferences from My Account
Course Summary
- Reviewing Course Objectives
- Exploring Other OTBI Functions