Overview
This Oracle HCM Cloud: Reporting and Analytics training teaches you how to use Oracle Transactional Business Intelligence to create and share HCM analytics and reports. Expert Oracle University instructors help you gain hands-on experience with the reporting functionality used to manage reporting and analytics in Oracle HCM Cloud.
Learn To:
- Define the scope of an analysis.
- Create, modify, enhance, and share analyses and dashboards.
- Incorporate visual aids into analyses.
- Manage analysis content and restructure data.
Benefits to You
Oracle Transactional Business Intelligence is a reporting solution with many benefits. This course will help you discover how to use the solution's functionality in order to stay flexible and proficient when addressing your business intelligence needs. Please Note
This course is relevant for any customers using Oracle Fusion Applications Release 11.1.13. It's beneficial for both Oracle Cloud and on-premises deployments.
Who should attend
- Data Analyst
- Statistician
- Business Analysts
- Financial Analyst
- Financial Reporting Manager
- Reports Developer
- Business Intelligence Developer
Course Objectives
- Describe the purpose and format of Oracle Transactional Business Intelligence (OTBI)
- Use OTBI to create a wide variety of objects
- Display and distribute documents
Product Description
- Course Overview
- Getting Started with HCM Cloud Reporting with OTBI
- Scoping Analyses
- Examining Subject Areas
- Constructing Custom Analyses
- Using Filters
- Adding Selection Steps
- Organizing Data within Analyses
- Organizing Analyses within OTBI
- Using Scheduling Agents
- Working with OTBI Visual Aides: Incorporating Visual Aides into Analyses
- Working with OTBI Visual Aides: Understanding Advanced Analysis Views
- Managing Analysis Content: Using Analysis Tools
- Managing Analysis Content: Restructuring Data
- Scoping Dashboards
- Building Dashboards
- Course Summary
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