25 bi reporting

Partner Boot Camp –
Fusion HCM Global HR
BI Intelligence and Ad Hoc
Reporting
Instructor Guide
July 25, 2013

Author
Megan Wallace
Technical Contributors
and Reviewers
Julian Challenger
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
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CONTENTS
Lesson 1: Business Intelligence and Ad Hoc Reporting 1
Lesson Objectives 1
Overview of Oracle Fusion Reporting Tools for Oracle HCM Cloud Service 2
OBIEE 3
OTBI 4
BI Publisher 5
OBIA 6
Comparison of Reporting Tools 7
Advantages and Disadvantages of OTBI 8
Advantages and Disadvantages of BI Publisher 9
Advantages and Disadvantages of OBIA 10
Review Question 1 11
All Questions and Answers 14
Reports and Analytics Navigation 15
Reports and Analytics Pane 16
Reports and Analytics Work Area 18
Instructor Note: Activity 1 Timing 19
Activity 1 Introduction: Accessing Reports and Analytics 20
Instructor Note: Lesson Activities 21
Activity 1: Accessing Reports and Analytics 22
BI Architecture and the BI Catalog 23
BI Semantic Model 24
Layers of the BI Catalog: Physical Layer 25
Layers of the BI Catalog: Business Model Layer 26
Layers of the BI Catalog: Presentation Layer 27
Presentation Folders 28
BI Catalog 29
OTBI 30
Subject Areas, Folders, and Attributes 31
Folder Structure 33
Extending the Presentation Layer 34
OTBI Security 37
Data Security 39
OBIEE Security 41
Seeded Sample Analyses 42
Activity 2 Introduction: Locating the Salary Basis Report 44
Activity 2: Locating the Salary Basis Report 45
BI Composer and Oracle Business Intelligence Answers 46
BI Composer 47
BI Composer Steps 48
Oracle Business Intelligence Answers 49
Oracle Business Intelligence Answers Concepts 50
Prompts 51
Instructor Note: Demo 1 Timing 52
Demonstration 1: Navigating in the Reports and Analytics Work Area 53
Activity 3 Introduction: Creating an OTBI Analysis Using BI Composer 56
Activity 3: Creating an OTBI Analysis Using BI Composer 57
Activity 4 Introduction: Creating an OTBI Analysis Using Oracle Business Intelligence
Answers 61
i

Activity 4: Creating an OTBI Analysis Using Oracle Business Intelligence Answers
62
Flex Fields 65
List of DFFs and OTBI Locations 67
Activity 5 Introduction: Adding Flex Fields to OTBI 70
Instructor Note: Activity 5 71
Activity 5 Part 1: Creating a Flexfield 72
Activity 5 Part 2: Adding Data to Flexfield 74
Activity 5 Part 3: Running the Import Oracle Fusion Data Extensions for Transactional
Business Intelligence 75
Activity 5 Part 4: Locate Flexfield in OTBI 77
Cross- Subject Area Queries 78
Activity 6 Introduction: Creating a Cross- Subject Area Analysis 80
Activity 6: Creating a Cross- Subject Area Analysis 81
Effective-Date Reporting 84
Instructor Note: Demo 2 Timing 85
Demonstration 2: Effective-Date Reporting Solution for Non-Event Measures86
OTBI Considerations..............................................................................89
OTBI Review Question 1.........................................................................90
All Questions and Answers......................................................................93
BI Publisher............................................................................................94
Instructor Note: BI Publisher ..................................................................95
BI Process Flow ....................................................................................96
BI Publisher Architecture........................................................................97
BI Publisher Security .............................................................................98
Secured List Views .............................................................................. 100
BI Publisher Data Security.................................................................... 102
BI Publisher and PII Data ..................................................................... 103
Data Models ....................................................................................... 105
Data Sources...................................................................................... 106
Data Model Editor ............................................................................... 108
Instructor-Led Activity: Adding the BI Administrator Role.......................... 109
Instructor Note: Demo 3 Timing............................................................ 110
Demonstration 3: Creating a Data Model with an OTBI Analysis ................. 111
Demonstration 4: Creating a Data Model with SQL ................................... 115
Instructor Note: Activity 7 Timing.......................................................... 117
Activity 7 Introduction: Creating a Data Model ........................................ 118
Activity 7: Creating a Data Model ........................................................ 119
Report Creation Process ....................................................................... 121
Report Layouts ................................................................................... 122
Activity 8 Introduction: Creating a BIP Report ......................................... 124
Activity 8: Creating a BIP Report......................................................... 125
BI Publisher Considerations .................................................................. 131
BI Publisher Review Question 1............................................................. 132
All Questions and Answers.................................................................... 135
Dashboards.......................................................................................... 136
Dashboard Builder............................................................................... 137
Dashboard Objects.............................................................................. 138
Demonstration 5: Editing a Dashboard ................................................... 141
Saving Customizations to Dashboards .................................................... 143
ii

iii
Adding Content to a Dashboard............................................................. 144
Creating a Dashboard .......................................................................... 145
Instructor Note: Activity 9 Workaround .................................................. 147
Activity 9 Introduction: Adding Content to a Dashboard............................ 148
Activity 9 Part 1: Adding Content to a Dashboard .................................. 149
Activity 9 Part 2: Adding Content to a Dashboard .................................. 151
BI Publisher Reports and Dashboards..................................................... 153
Briefing Books ...................................................................................... 154
Adding Content to a Briefing Book ......................................................... 155
Downloading Briefing Books.................................................................. 156
Adding a List of Briefing Books to a Dashboard........................................ 157
Instructor Note: Activity 10 Timing ........................................................ 158
Activity 10 Introduction: Creating a Briefing Book.................................... 159
Activity 10: Creating a Briefing Book ................................................... 160
Delivering Content................................................................................. 162
Agents .............................................................................................. 163
Agent Editor....................................................................................... 164
Using an Agent to Deliver a Briefing Book............................................... 165
Instructor Note: Activity 11 Timing ........................................................ 166
Activity 11 Introduction: Creating an Agent ............................................ 167
Activity 11: Creating an Agent ............................................................ 168
Alerts ................................................................................................ 170
Dashboards, Briefing Books, and Delivering Content Review Question 1 ...... 171
All Questions and Answers.................................................................... 174
Integrating with Microsoft Office.............................................................. 175
Migrating Reports.................................................................................. 177
Lesson Highlights .................................................................................. 179
Lesson Resources................................................................................ 180

Lesson 1: Business Intelligence and Ad Hoc Reporting
Lesson 1: Business Intelligence and Ad Hoc
Reporting
Lesson Objectives
After completing this lesson, you should be able to:
• Identify and compare the business intelligence and reporting tools that are
available to Oracle HCM Cloud Service customers
• Understand the Fusion business intelligence architecture
• Review an existing OTBI report
• Set up security for OTBI
• Create a new OTBI report using both BI Composer and Oracle Business
Intelligence Answers
• Understand BI Publisher architecture
• Set up security for BI Publisher
• Create a BI Publisher data model
• Create a BI Publisher report
• Identify components of dashboards and add an analysis to a Fusion
dashboard
• Create a briefing book
• Create an agent
• Identify the MS Office integration options for Fusion reporting solutions
• Migrate reports
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1

Overview of Oracle Fusion Reporting Tools for Oracle
HCM Cloud Service
Oracle Business Intelligence offers a complete, integrated solution that generates and
delivers analyses for Oracle Fusion Applications.
The Oracle Business Intelligence platform is an enterprise-class platform for all modes
of analysis and information delivery, including dashboards, ad hoc analysis, online
analytical processing (OLAP), predictive analytics, and enterprise reporting. You can
access information through multiple channels, such as web-based user interfaces,
industry standard portals, mobile devices, and the Microsoft Office Suite of applications.
You can push information to users through notifications, or embed it within business
process workflows. Oracle Business Intelligence simplifies systems deployment and
management through integrated systems management capabilities.
Oracle Business Intelligence products integrated with Oracle Fusion Applications
include:
• Oracle Business Intelligence Enterprise Edition (OBIEE)
• Oracle Transactional Business Intelligence (OTBI)
• Oracle Business Intelligence Publisher (BI Publisher)
• Oracle Business Intelligence Applications (OBIA)
Throughout this lesson, analyses will refer to queries that you create in OTBI, and
reports will refer to BI Publisher queries.
2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

OBIEE
Oracle Business Intelligence Enterprise Edition (OBIEE) is a comprehensive set of
enterprise business intelligence tools and infrastructure that includes:
• Scalable and efficient query and analysis server
• Ad hoc query and analysis tool
• Tools to allow users to create and manage interactive dashboards
• Tools to allow users to create and manage proactive intelligence and alerts
• Enterprise reporting engine (integration with BI Publisher)
Oracle Business Intelligence Answers enables you to create and maintain OTBI and
OBIA analyses.

OTBI
Oracle Transactional Business Intelligence (OTBI) is:
• A business intelligence semantic layer that is built using OBIEE
• Based on Fusion data structures
• Allows users to run seeded sample reports and to create their own reporting
solutions using OBIEE or BI Composer
Constructed analyses are executed in real time against the transactional schema, which
is supported by a layer of view objects.

BI Publisher
Oracle Business Intelligence Publisher (BI Publisher) is an enterprise reporting solution
for authoring, managing, and delivering reports from multiple data sources in multiple
formats through multiple channels.
BI Publisher can be used as an alternative reporting solution to OTBI.
The following data sources are available:
• SQL Query
• MDX Query
• Oracle BI Analysis
• View Object
• Web Service
• LDAP Query
• XML File
• Microsoft Excel File
• CSV File
• HTTP (XML Feed)
• Oracle Endeca Query

OBIA
Oracle Business Intelligence Applications is a complete, prebuilt solution that delivers
role-based intelligence. Oracle Business Intelligence Applications can analyze the
history and trends of transactional data.
Oracle Business Intelligence Applications reporting uses Oracle Business Analytics
Warehouse, a unified data repository for all customer-centric data, used to support the
analytical requirements of Oracle Business Intelligence Applications. Oracle Business
Intelligence Applications supplies the warehouse database schema and the logic that
extracts data from the Oracle Fusion Applications transactional database and loads it to
the warehouse. Oracle Fusion Applications end users interact with the information in
Oracle Business Analytics Warehouse using Oracle BI Enterprise Edition components
(such as Answers and Dashboards).
OBIA is an additional license.
Note: OBIA is not available to Cloud customers, but is included here for
comparison purposes.

Comparison of Reporting Tools
The following figure compares the reporting tools available to Oracle Fusion HCM Cloud
Service customers:
Note: Extracts are covered in a separate lesson, but are included here for comparison
purposes.

Advantages and Disadvantages of OTBI
The following figure illustrates the advantages and disadvantages of OTBI:

Advantages and Disadvantages of BI Publisher
The following figure illustrates the advantages and disadvantages of BI Publisher:
Note: The ability to query unsecured Fusion tables can also be seen as an advantage.
When developing a BI Publisher report, you can choose whether or not to retrieve data
that is subject to data security restrictions. You do this by using (or ignoring) the secure
list views, which are covered in the BI Publisher topic.
Sometimes a report developer will want to bypass data security, but you should limit
who has access to do this.

Advantages and Disadvantages of OBIA
The following figure illustrates the advantages and disadvantages of OBIA:
Note: OBIA does secure access to HCM data, but it doesn't use security profiles.

Review Question 1
Which tool is not available to Cloud customers?
1. BI Publisher
2. OBIA
3. OBIEE
4. OTBI

Review Question 2
Which of the following is not one of the pros of OTBI?
1. Usability
2. Creating head count and salary trend reports
3. Provides real-time data results
4. Leverages Fusion security

Review Question 3
True or False: Using BI Publisher, it is possible to query over unsecured tables within
Fusion.

All Questions and Answers
Which tool is not available to Cloud customers? (2. OBIA)
1. BI Publisher
2. OBIA
3. OBIEE
4. OTBI
Which of the following is not one of the pros of OTBI? (2. Creating head count and
salary trend reports)
1. Usability
2. Creating head count and salary trend reports
3. Provides real-time data results
4. Leverages Fusion security
True or False: Using BI Publisher, it is possible to query over unsecured tables
within Fusion. (True)

Reports and Analytics Navigation
You can access the Oracle Fusion reporting tools from:
• Fusion dashboards and work areas (Human Resources dashboard, Performance
Management work area, and Goal Management work area)
• Navigator menu>Tools>Reports and Analytics

Reports and Analytics Pane
The Reports and Analytics pane provides a central place for you to quickly view or run
any operational or analytical analysis or report relevant to your work. You can also
create a new report or analysis and access Oracle Business Intelligence Answers.
The pane is available in work areas across Oracle Fusion Applications, and contains
links to reports specific to the work area.
Each link in the Reports and Analytics pane is generically referred to as a report or
analytic and represents a mapping to an object in the Oracle Business Intelligence (BI)
Presentation Catalog. The catalog contains reports and analyses in Oracle Fusion
Applications and presents them in an organized hierarchy. Links with the Report type
are BI Publisher content, and those with Analysis type are OTBI or OBIA. Many other
object types are available, but these are the most common.
Reports and analyses can be mapped to one or more folders for the Reports and
Analytics pane, therefore:
• You might see the same report or analysis in different work areas.
• You can have multiple instances of the same report or analysis in one work area,
but with different parameters.
In the Reports and Analytics work area, you can have:
• Links to the same report or analysis in multiple folders
• Multiple instances of the same report or analysis in the same folder, but with
different parameters.

Reports and Analytics Work Area
You can also access the Reports and Analytics work area from the Navigator menu,
under Tools.

Instructor Note: Activity 1 Timing
Approximate Activity Timing: 2 minutes

Activity 1 Introduction: Accessing Reports and
Analytics
Background
In this activity, you will familiarize yourself with the reports and
analytics that are available from the Reports and Analytics pane and
access the Reports and Analytics work area.
Requirements
You must have access to Oracle Fusion Application InFusion database or comparable
training or test instance at your site, on which to complete this practice.
Activity Scope
Sign in as Curtis.feitty/Welcome1
Access the Reports and Analytics pane of the Human Resources dashboard, and then
locate the Reports and Analytics link from the Navigator menu.

Instructor Note: Lesson Activities
For all activities in this lesson, students should use the following user information:
User: Curtis.feitty
In some steps, a note is included to use <XX>. The <XX> indicates that students should
precede the object that they are creating with their initials so that they can easily identify
their own reports.

Activity 1: Accessing Reports and Analytics
In this activity, you navigate to Reports and Analytics using two methods.
Sign in as curtis.feitty.
1. On the Welcome page, select the Human Resources tab.
2. Expand the Reporting and Analytics pane to view the options in the pane.
Location: Human Resources tab
3. Click the Navigator menu.
4. Under Tools, select Reports and Analytics.

BI Architecture and the BI Catalog
The following figure illustrates the architecture for Fusion Business Intelligence,
including OTBI, BI Publisher, and OBIA:

BI Semantic Model
The semantic model comprises three layers in which the final layer (presentation layer)
is created.
These three layers are maintained using the BI Administration tool, which you download
from Oracle.
Note: Oracle HCM Cloud Service customers have no access to the BI Administration
tool, so they must ask Oracle to make such changes.
There is always a risk that any modifications may be lost when the customer upgrades

Layers of the BI Catalog: Physical Layer
In BI, objects (tables, views, etc) are pulled into the physical layer where joins are
created to other objects. In the physical layer, different connections are defined for OTBI
and OBIA. OTBI connects to Fusion Middleware, whereas OBIA connects to the
warehouse tables directly. This distinction is transparent to users with access to both
OTBI and OBIA. Aliases are also created to allow one object to be used for more than
one purpose. For example, Person could be an applicant, a worker, and so on.

Layers of the BI Catalog: Business Model Layer
Further abstraction is performed in the logical layer.

Layers of the BI Catalog: Presentation Layer
The final layer (Presentation) contains the objects that the users will see.

Presentation Folders
Presentation folders are organized by subject areas that correspond to the functional
areas. OTBI and OBIA share the same presentation catalog, but they have different
naming conventions:
• OTBI subject areas end with Real Time
• OBIA subject areas begin with Human Resources
The following graphic illustrates the different naming conventions:

BI Catalog
The Oracle Business Intelligence (BI) Presentation Catalog (or web catalog) stores all
business intelligence objects for Oracle Fusion Applications, including reports, analyses
and dashboards. The BI Catalog also stores any objects (reports and analyses) that
you create for yourself and store in your personal folder in the BI Catalog, or that you
create for others as well and store in a shared folder, if you have access to do so.
The following figure shows how these reports and dashboards appear in the BI Catalog:
OTBI sample analyses always appear in folders titled Transactional Analysis Samples.
BI Publisher reports can be identified because they often include a Data Model
subfolder. You can also hover over an object to view the type.
OBIA analyses are located in HCM>Analytic Library>Embedded Content. Although
Oracle HCM Cloud Service customers do not have access to OBIA, these folders
appear in the BI Catalog. However, in Release 7, customers will no longer see BI
Applications catalog folders for which they have no license.
BI Administrator can change permissions for analyses by clicking the Permissions link.

OTBI
Oracle Fusion Transactional Business Intelligence (OTBI) is a real time, self-service
reporting solution offered to all Oracle® Fusion application users with valid roles to
create ad hoc analyses and analyze them for daily decision-making. With Oracle BI EE
as the standard Oracle query and reporting tool, Oracle Business Intelligence Answers,
and Oracle BI Dashboard end-user tools, business users can perform current state
analysis of their business applications.
Constructed queries are executed in real-time against the transactional schema
supported by a layer of view objects. View objects are critical in transactional business
intelligence. View objects represent facts and dimensions, implement applications data
security, and handle multilanguage support.

Subject Areas, Folders, and Attributes
To create analyses in OTBI, you should be familiar with the following concepts:
• Subject areas
• Folders
• Attributes
Subject areas are based around a business object or fact. Fusion HCM has a total of 39
subject areas in Release 7:
• Benefits: 5
• Compensation: 4
• Payroll: 6
• Goals:4
• Workforce Management: 9
• Performance: 4
• Profiles: 3
• Succession: 3
• Talent Review: 1
Note: OTBI subject areas always have a suffix of Real Time.
Each subject area has one fact folder and a number of dimension folders. Fusion HCM
has 181 distinct folders in release 7. Some folders appear in more than one subject
area, such as Grade, Department, and Job. These are referred to as common folders or
common dimensions. Fact folders are usually at the bottom of the list of folders and are
usually named after the subject area.
Fact folders contain attributes that can be measured, meaning that they are numeric
values like head count and salary. There is also a special folder associated with the
fact folder, called a Degenerate Dimension. Each dimension folder is joined to the fact
folder within a subject area.
Each fact has a different level of granularity. For example:
• Worker Assignment has one row for every assignment
• Worker Assignment Event has one row for each assignment event, such as hire
and transfer, which means there are multiple rows for each assignment
• Absence has one row for each absence.
Finally, each dimension folder contains attributes, such as job name, worker gender,
and so on.

Some folders contain flattened hierarchies. For example, because Release 7 contains
line manager and department hierarchies, the hierarchies are flattened, which means
that the transactional system contains:
• One record that records that John is Claire's manager
• Another record that records that Claire is James's manager.
The OTBI hierarchy has one record containing John>Claire>James, and another one
with Claire>James. If John signs in, he will use the former, if Claire signs in, she will
use the latter record.

Folder Structure
The following figure illustrates the folder structure of the BI Catalog:
• 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

Extending the Presentation Layer
The physical layer is created by the following:
1. Fusion HCM creates view objects.
2. Oracle BI brings the view objects into the physical layer using the BI
Administration tool. However, this tool requires downloading, and is not available
to Oracle HCM Cloud Service customers.
Additionally, you can create joins in the business model layer (also known as the logical
layer) and then bring them to the presentation layer.
To extend the presentation layer, consider the following:
• The only change an Oracle HCM Cloud Service customer can make to the
presentation layer in OTBI is to add flex fields. This feature is covered in a
subsequent topic.
• On-premises customers can extend the presentation layer by downloading the BI
Administration tool and then adding new objects to the physical layer, joining
them to existing objects where appropriate and eventually pulling them into the
presentation layer so that end users can access them.
• Upgrades may impact any customizations to the presentation layer. Flex field
customization is not impacted by upgrades.
The following screenshot shows the layers of the BI Catalog:

This screenshot highlights the Presentation layer:
This screenshot highlights the Business Model layer:

This screenshot highlights the Physical layer:

OTBI Security
Subject areas are functionally secured using Fusion duty roles. The duty roles that grant
access to subject areas use the nomenclature of: xx Transaction Analysis Duty,
where xx is a group of similar objects. For example, Workforce Transaction Analysis
Duty.
They can be found under the obi application in APM. The following screenshot shows
the duty roles in APM:
Predefined HCM roles can access subject areas as follows:
• Benefit Manager: Can access all Benefits subject areas
• Compensation Analyst: Can access all Compensation subject areas
• Compensation Manager: Can access all Compensation subject areas
• HR Analyst: Can access Goals, Workforce Management, Workforce
Performance, Workforce Profiles, and Talent Review subject areas
• Line Manager: Can access all Workforce Management subject areas
• Payroll Manager: Can access all Payroll subject areas

Analyses will not work if the user does not have access to all the subject areas in the
report.
BI Catalog folders are functionally secured using Fusion duty roles. The duty roles that
secure access to the BI catalog folders are the same duty roles that secure access to
the subject areas. So, if a user has a role that inherits Workforce Transaction Analysis
Duty, then he can access the Workforce Management folder in the BI catalog and the
Workforce Management subject areas
Predefined HCM roles can access OTBI folders as follows:
• Benefit Manager: Can access OTBI Benefits folders
• Compensation Analyst: Can access OTBI Compensation folders
• Compensation Manager: can access OTBI Compensation folders
• HR Analyst: Can access BIP Goals, BIP Performance, BIP Profiles, OTBI
Career, and OTBI Workforce Management folders
• Line Manager: Can access BIP Compensation, BIP Workforce Management,
OTBI Workforce Management, and many OBIA folders
• Payroll Manager: Can access OTBI and OBIA Payroll folders
Analyses are secured based on the folders in which they are stored.
If you have not secured BI reports using the report privileges, then by default they are
secured at the folder level. You can set permissions against folders and reports in OBI
for Application Roles, Catalog Groups or Users. You can set permissions to Read,
Execute, Write, Delete, Change Permissions, Set Ownership, Run Publisher Report,
Schedule Publisher Report and View Publisher Output.

Data Security
The data that is returned in OTBI reports is secured in a similar way to how data is
returned in Fusion HCM pages, meaning that access is granted by the roles that are
linked to security profiles.
Each of the (xx) Transaction Analysis Duty roles that grants access to subject areas and
BI Catalog folders inherits one or more (xx) Reporting Data Duty role. These are the
duty roles that grant access to the data. The reporting data duty roles are found under
the hcm application in APM.
If you create custom job roles that have access to OTBI reports, you must give your job
roles both the obi version of the transaction analysis duty roles and the hcm version of
the transaction analysis duty role so that your job role has both the function and data
security access needed to run the reports.
The following figure is an example of the security for the seeded Line Manager role:

The arrows indicate inheritance. For example, the Workforce Transaction Analysis Duty
inherits Workforce Reporting Data Duty (thereby providing access to person and
assignment data), the Workforce Structures Reporting Data Duty (thereby providing
access to workforce structures), Absence Management Reporting Data Duty (providing
access to absence data), and finally Business Intelligence Authoring Duty (providing
access to various features in Oracle Business Intelligence Answers.)

OBIEE Security
BI roles apply to both BI Publisher and OTBI. They grant access to functionality within
BI, for example, the ability to run or author reports. Users need one or more of these
roles in addition to the roles that grant access to reports, subject areas, BI catalog
folders, and Fusion HCM data.
BI roles include:
• BI Consumer: enables you to run BI reports
• BI Author: enables you to create and edit reports
• BI Administrator: enables you to perform administrative tasks such as creating
and editing dashboards and modifying security permissions for reports, folders,
and so on.
Note: The BI Administrator role is a super-user role. While Oracle HCM Cloud Service
customers can add this role to a user, Oracle recommends that this is done only in a
test environment. None of the predefined HCM roles have BI Administrator access.
The BI Administrator role inherits the BI Author role, which inherits the BI Consumer
role, so users who can author reports can also run them. You can configure custom
roles that have the ability to run reports, (via BI Consumer) but not author them.
The OTBI Transaction Analysis duty roles that are delivered with Fusion HCM inherit
the BI Author role. Therefore, any users with these roles are authorized to create and
edit OTBI reports, as well as run reports.

Seeded Sample Analyses
In Oracle Fusion HCM, several seeded analyses are available. They are located in
Shared Folders>Human Capital Management>(Benefits, Compensation,
etc)>Transactional Analysis Samples.
Using the same navigation above, you can also find HCM OTBI analyses, dashboards,
and KPIs in the Fusion Tap folder.
Report authors can save reports either in My Folders (private) or in Shared
Folders>Custom, Report authors can also edit seeded reports and save their copy
elsewhere.

Approximate Demonstration Timing: 2 minutes

Activity 2 Introduction: Locating the Salary Basis
Report
Background
As an HR specialist, you want to review the Salary Basis report.
Requirements
You must have access to Oracle Fusion Application InFusion
database or comparable training or test instance at your site, on
which to complete this practice.
Activity Scope
Sign in as curtis.feitty. Access the Reports and Analytics pane from the Navigator menu
and locate the Salary Basis report in the Transactional Analysis Samples folder under
Compensation.

Activity 2: Locating the Salary Basis Report
In this activity, you locate the Salary Basis report.
Start Here:
Reports and Analytics work area.
1. Expand the Shared Folders folder in the Reports and Analytics work area.
2. Expand the Human Capital Management folder.
3. Expand the Compensation Folder.
4. Expand the Transactional Analysis Samples folder.
5. Expand the Salary Basis folder.
6. Click the Salary Basis report.
7. Click View.
8. Review the report (the report may take a few minutes to load).

BI Composer and Oracle Business Intelligence
Answers
The Reports and Analytics work area enables you to either view seeded reports and
analyses, or create new ones. The folders on the left-hand side are from the BI Catalog.
To create new analyses and reports, you click the Create button, and then select either
Analysis or Report. Reports are BI Publisher objects, so selecting Reports will open BI
Publisher. BI Publisher is covered in a subsequent topic.
Creating an analysis opens BI Composer, which is a guided process that allows you to
define a report using the OTBI (and OBIA) presentation layers.
You can also open the more advanced Answers product by clicking on the Catalog
button. A new browser tab or window will open to display Answers.
BI Composer and Answers are both tools that allow you to create reports using OTBI.
They both also enable you to access BI Publisher.

BI Composer
The following figure shows the BI Composer tool:

BI Composer Steps
To create an analysis in BI Composer, you use the following steps:
1. 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.
2. 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.
3. 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.
4. 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.
5. Sort and Filter: Apply sorting and filters to the views. You can also preview the
results.
6. 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.
7. Save: Save the analysis with the same name or with a different name.

Oracle Business Intelligence Answers
The following figure shows the Oracle Business Intelligence Answers tool:

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.

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.
When you create an inline prompt, you select the columns and operators for the prompt
and specify how the prompt is displayed to the users and how the users select the
values. The user's choices determine the content of the analyses that are embedded in
the dashboard. An inline prompt is an initial prompt, meaning that it only displays when
the analysis is rendered. After the user selects the prompt value, the prompt fields
disappear from the analysis and the only way for the user to select different prompt
values is to re-run the analysis.

Instructor Note: Demo 1 Timing

Demonstration 1: Navigating in the Reports and
Analytics Work Area
Demonstration Scope
The instructor will demonstrate navigation in BI Composer and Oracle Business
Intelligence Answers.
Demonstration Steps
Start Here
Reports and Analytics work area
1. From the Navigator, select Reports and Analytics.
2. Expand My Folders and Shared Folders. My Folders contains any reports or
analytics that you have saved. Shared Folders contain reports and analytics that
are available to everyone with access to them.
Location: Reports and Analytics work area
3. Point out the Browse Catalog icon button to show how to access the BI Catalog
and OBIEE.
4. Click the Create icon button and select Analysis to show BI Composer.
5. Select the Workforce Goals - Goal Alignment Real Time subject area.
Location: Select Subject Area window
6. Expand the Workforce Goals - Goal Alignment Real Time folder.
Location: Create Analysis: Select Columns page
7. Expand the Worker folder.
8. Select Employee Full Name and click the Add icon button to move the column
to the Selected Columns region.
Information
This is the Add icon button:

9. Expand the Organization Goals folder.
10.Select Goal Name and click the Add icon button to move the column to the
Selected Columns region.
11.Click Next.
12.Enter Goal Alignment in the Name field.
Location: Create Analysis: Select View page.
13.Click None next to the Table field and select Table (recommended).
14.Click Next.
15.Click Finish.
Location: Create Analysis: Edit Table page
16.Enter Goal Alignment in the Name field for the analysis and select My Folders.
Location: Create Analysis: Save page
17.Click Submit.
18.Click OK.
Location: Confirmation window
19.Expand My Folders to see your analysis.
20.Select the analysis, and click View.

Activity 3 Introduction: Creating an OTBI Analysis
Using BI Composer
Background
You are the HR Specialist, and you want to review absence types
across departments.
Requirements
Activity Scope
Sign on as Curtis.Feitty/Welcome1.
Access the Reports and Analytics pane from the Navigator menu. Create a new
analysis using the Workforce Management - Absence Real Time subject area. Include
Department Name, Reason Name, and Total Number of Absences. Select table, and
specify that you want the table to appear above the graph. Section your report by
Absence reason. Finally, save your analysis in My Folders, and enter <XX> Absences
by Department for the name.

Activity 3: Creating an OTBI Analysis Using BI Composer
In this activity, you use BI Composer to create an analysis of absences for each
department, including the absence type.
Sign in as curtis.feitty
Start Here
1. Click the Create icon button and select Analysis.
2. Select the Workforce Management - Absence Real Time subject area.
3. Expand the Workforce Management - Absence Real Time folder.
4. Expand the Department folder.
5. Select Name and click the Add icon button to move the column to the Selected
Columns area.
6. Expand the Absence Reason folder.
7. Select Absence Reason Name and click the Add icon button to move the
column to the Selected Columns area.
8. Expand the Assignment Absences folder.
9. Select # Of Absences and click the Add icon button to move the column to the
Selected Columns area.
10.Click Next.
11.Enter <XX> Absence by Department in the Name field.
Location: Create Analysis: Select Views page
12.Next to the Table field, click None to open the Table menu.
13.Select Table (recommended).

14.Next to the Graph field, click None to open the Graph menu.
15.Select Bar (recommended).
16.Use the default layout value of Table above Graph.
17.Select the Preview option.
18.After viewing the results, click Next.
19.Click Absence Reason Name in the Columns region.
Location: Create Analysis: Edit Table page
20.Click the Move To menu and select Section By.
21.Click Next.
22.Click Next.
Location: Create Analysis: Edit Graph page
23.Click Next.
Location: Create Analysis: Sort and Filter page
24.Click Add Column Format in the Formatting region.
Location: Create Analysis: Highlight page
25.Select # Of Absences.
26.In the first Threshold field, enter 10, and click the down arrow in the first Color
field. Select the color Green.
Information
If you hover over the colors, hover text will show the name of the color.
27.In the second Threshold field, enter 30, and click the down arrow in the third
Color field. Select the color Red (leave the second color yellow).
Information
The Formatting Region should look like this:

28.Click Next.
29.Enter <XX> Absence by Department in the Analysis Name field, enter a
description, and then select My Folders.
Location: Create Analysis: Save page, Save In region
30.Click Submit.
31.Click OK.
32.Expand My Folders to locate your analysis.
33.Select your report and click View.
34.Review your analysis.
At this point, you should have created an analysis for absences by department and
saved your analysis in My Folders.

Activity 4 Introduction: Creating an OTBI Analysis
Using Oracle Business Intelligence Answers
Background
InFusion has just completed the annual review process. As an HR
Specialist, you want to compare by department the performance
ratings that were given by managers with the calibrated
performance ratings that were given as a result of the talent review
meetings to see if there are any large discrepancies.
Requirements
Activity Scope
Sign on as curtis.feitty/Welcome1.
Access the Reports and Analytics work area from the Navigator menu.
Use the Workforce Talent Review- Talent Review Meeting Real Time subject area.
Include meeting facilitator name, department, manager assessed performance rating
level, and calibrated performance rating level.
Change the column names for the rating levels so that you know which belongs to the
manager and which belongs to the calibration.
Save your analysis in My Folders, and name it <XX> Calibration and Manager
Ratings Comparison.

Activity 4: Creating an OTBI Analysis Using Oracle Business
In this activity, you will create a comparison of manager ratings with calibrated ratings.
Start Here:
1. Click the Browse Catalog icon button to open the BI Catalog.
2. Click the New icon button and select Analysis.
Location: Catalog page
3. Select the Workforce Talent Review- Talent Review Meeting Real Time
subject area.
4. Expand the Facilitator folder, select Full Name and drag it to the Selected
Columns region.
Location: Criteria tab, Subject Areas region
5. Expand the Reviewee folder, and then the Department folder.
6. Select Department Name and drag it to the Selected Columns region to the
right of the Full Name column.
7. Expand the Reviewee Talent Data folder, and then expand the Manager
Assessed Performance folder.
8. Select Rating Level and drag it to the Selected Columns region to the right of
the Department Name column.
9. Expand the Calibrated Performance folder.
10.Select Rating Level and drag it to the Selected Columns region to the right of
the Manager Assessed Performance column.
Information
Notice that the column headings for ratings both have a label of Rating Level.
Steps 11 through 15 will show you how to change the labels of the columns so

that you can distinguish from the calibrated rating level and the manager rating
level.
11.In the Manager Assessed Performance column, hover over the menu icon
button on the right side of the column. This is the menu icon button:
Location: Criteria tab, Selected Columns region.
12.Select Column Properties.
13.Select the Column Format tab.
Location: Column Properties window.
14.Select the Custom Headings option.
15.In the Column Heading field, enter Manager Rating Level.
16.Click OK.
17.Follow steps 12 through 16 for the Calibrated Performance column, and change
this column heading to Calibrated Rating Level.
18.Click the Save Analysis icon button in the upper-right corner.
Location: Criteria tab, Selected Columns region
19.Select My Folders.
Location: Save As window
20.Enter <XX >Calibration and Manager Ratings Comparison in the Name field.
21.Click OK.
22.Click the Results tab to see the results of your analysis.
Location: Criteria tab
23.Click the Save Analysis icon button.
Location: Results tab
24.Click Home. The home page for OBIEE appears.

25.Locate your analysis in the Recent region.
26.Select it, and click Open to run the report.
27.Click Home.
At this point, you should have created an OTIB analysis using Oracle Business
Intelligence Answers and saved your analysis to My Folders.

Flex Fields
If you have defined flex fields for Oracle Fusion objects, you can add them to OTBI
reports.
The following figure illustrates the process for using flex fields in OTBI reports:
To use flex fields with OTBI, you complete the following steps:
1. 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.
2. 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.
3. Select the BI Enabled option.

4. After saving the flex field, deploy it.
5. Add data to the flex field using a task within Oracle Fusion HCM.
6. Schedule the Import Oracle Fusion Data Extensions for Transactional Business
Intelligence process to run, or run it on an ad hoc basis.
7. Access Reports and Analytics and add the flex field to an analysis.
IMPORTANT: You can only move some descriptive flex fields to OTBI, only those
already set up by Oracle development (see the subsequent list). All descriptive flex
fields that appear in Fusion UI and can sensibly join to an object in OTBI are enabled for
BI. Extensible flex fields (EFF) are planned for BI enablement in Release 8.

List of DFFs and OTBI Locations
The following tables show the descriptive flex fields for Oracle Fusion HCM and their
locations in the user interface and in OTBI:
This table is a continuation of the preceding table:

Activity 5 Introduction: Adding Flex Fields to OTBI
Background
As an HR specialist, you want to be able to report on whether your
workers' passports are current. You want to add a flexfield to the
Person object to track this information, and then create an OTBI
analysis that includes this information.
Requirements
Activity Scope
Add a global segment to the PER_PERSON_DFF, enable it for BI, and deploy it.
Use the Person Management task to add data to your flex field.
Run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence
process.
Create an analysis using the Workforce Management - Person Real Time subject area,
and notice that your flex field appears in the Person folder.

Instructor Note: Activity 5
The Import Oracle Fusion Data for Transactional Business Intelligence process takes
about 15 minutes to run. After running this process, move on to other content and come
back to complete Part 4 of the activity, which is to view the flexfield in OTBI.

Activity 5 Part 1: Creating a Flexfield
In this part of the activity, you will create a descriptive flex field segment for the Person
business object and deploy it.
Start Here:
Home work area, Welcome tab
1. In the global area Navigator menu under Tools, select Setup and
Maintenance.
2. In the Search Tasks field, enter Manage Person Descriptive Flexfields.
Location: Setup and Maintenance work area, Overview tab
3. Click the Go to Task icon button.
Location: Search Results region, Manage Person Descriptive Flexfields row
4. Locate the PER_PERSONS_DFF row, and select the PER_PERSONS_DFF link.
Location: Overview tab, Manage Person Descriptive Flexfields page
5. Click the Edit icon button.
Location: Manage Person Descriptive Flexfields page
6. Click the Create icon button.
Location: Manage Person Descriptive Flexfields page, Global Segments
region.
7. Enter <XX> Passport in the Name field.
Location: Create Segment page
8. Replace the default value in the Code field with <XX>PER_PSSPRT.
9. Enter Indicates whether employee's passport is current in the Description
field.
10.In the Data Type field, select Character.

11.Accept the default value in the Table Column field.
12.In the Value Set field, select 30 Characters.
13.In the Display Type field, select Text Box.
14.Scroll down to the Business Intelligence region and select BI Enabled.
15.Click Save and Close.
16.Click Save and Close.
17.Click Deploy Flex Field.
18.Click OK.
Location: PER_PERSONS_DFF: Confirmation window
19.Click Done.

Activity 5 Part 2: Adding Data to Flexfield
In this part of the activity, you will enter data into the descriptive flex field using the
Person Management task
Start Here:
1. In the global area Navigator menu select Person Management.
2. On the Search Person page, enter malone, edward in the Name field and click
Search.
Location: Manage Person page
3. Click the link for Edward Malone.
4. Click the Edit icon button.
Location: Manage Person page, Person Information tab,
Biographical Information region
5. Enter Edward has a current passport in the Passport field.
Location: Edit Biographical Information window
6. Click OK.
7. Click Submit.
Location: Manage Person page
8. Click Yes to confirm.
Location: Warning window

Activity 5 Part 3: Running the Import Oracle Fusion Data Extensions
for Transactional Business Intelligence
In this part of the activity, you will run the Import Oracle Fusion Data Extensions for
Transactional Business Intelligence process.
Start Here:
1. In the global area Navigator menu under Tools, select Scheduled
Processes.
2. Click Schedule New Process.
Location: Overview page, Search Results region
3. Click the Search:Name arrow in the Name field, and click the Search link at the
bottom of the list.
Location: Schedule New Process window
4. Enter Import Oracle Fusion Data Extensions for Transactional Business
Intelligence in the Name field.
Location: Search and Select: Name window
5. Select the row for Import Oracle Fusion Data Extensions for Transactional
Business Intelligence, and click OK.
6. Click OK.
Location: Schedule New Process window
7. Click Submit.
Location: Process Details window
8. Click OK.
9. Click Close.

Location: Process Details window
10.Enter Import Oracle Fusion Data Extensions for Transactional Business
Intelligence in the Name field.
Location: Scheduled Processes, Overview page
11.Click Search to see the status of the job.
Note: This process can take up to 15 minutes in the classroom environment.

Activity 5 Part 4: Locate Flexfield in OTBI
In this part of the activity, you will open the Workforce Management - Person Real Time
subject area and view your flex field.
Start Here:
1. In the global area Navigator menu under Tools, select Reports and Analytics.
2. In the Reports and Analytics work area, click the Create icon button and select
Analysis.
3. In the Select Subject Area window, find and select the Workforce
Management - Person Real Time subject area.
4. Expand the Workforce Management - Person Real Time folder.
5. Expand the Person folder.

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:
1. Using common dimensions
2. Using common and local dimensions
3. 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.

Activity 6 Introduction: Creating a Cross- Subject Area
Analysis
Background
As an HR specialist, you want to be able to report on head count by
department, as well as annualized salary.
Requirements
You must have access to Oracle Fusion Application InFusion
database or comparable training or test instance at your site, on
which to complete this practice.
Activity Scope
You will create a new analysis using Oracle Business Intelligence Answers. Use the
following information for your analysis:
1. Sign in as curtis.feitty/Welcome1
2. Select the Workforce Management - Workforce Assignment Real Time subject
area.
3. Select department name and head count.
4. Add the Compensation - Salary Details subject area, and include annualized
salary.
5. Review the results of your report, and then go back and add Apps Local
Currency Code (under the Salary Details folder) and review the results of the
report again. Notice that now the Head count is empty for each row.
6. Add the following to the Prefix field in the Advanced tab:
SET VARIABLE ENABLE_DIMENSIONALITY=1, NO_FORCE_TO_DETAIL_BIN=1;
Review the results of your report again. The head count should now be populated.

Activity 6: Creating a Cross- Subject Area Analysis
In this activity, you create a cross-subject area analysis using Oracle Business
Intelligence Answers.
Sign in as curtis.feitty
Start Here:
1. Click the Browse Catalog icon button.
2. Click New and select Analysis.
3. Select the Workforce Management - Worker Assignment Real Time subject
area.
4. Expand the Department folder.
Location: Criteria tab, Subject Area region
5. Click Name and drag it to the Selected Columns area.
6. Expand the Worker Assignment folder.
7. Click Head Count and drag it to the Selected Columns area to the right of the
Department Name column.
8. In the upper-right corner of the Subject Areas region, click the Add/Remove
Subject Areas button.
9. In the Add/Remove Subject Areas window, select Compensation - Salary
Details Real Time.
Location: Add/Remove Subject Areas window
10.Click OK.
11.Expand the Compensation - Salary Details Real Time folder.

12.Expand the Salary folder.
13.Click Annualized Salary and drag it to the Selected Columns area to the right
of the Head Count column.
14.Click the Results tab to see the results of the analysis.
15.Click the Criteria tab again to return to the analysis definition.
16.In the Compensation - Salary Details Real Time, expand the Salary Details
folder.
17.Click Apps Local Currency Code and drag it to the Selected Columns area to
the right of the Annualized Salary column.
18.Click the Results tab to view the report again.
Information: Notice that the Head Count column is now blank.
19.Click the Advanced tab.
20.Scroll down to the Advanced SQL Clauses region.
Location: Advanced tab
21.In the Prefix field, enter SET VARIABLE ENABLE_DIMENSIONALITY=1,
NO_FORCE_TO_DETAIL_BIN=1;
22.Click Apply SQL.
23.Click OK.
Location: Message from Web page window
24.Click the Results tab again to see that the Head Count column now has
numbers.
26.Save to My Folders, and enter <XX> Head Count by Department in the Name
field, and enter a description for your analysis.

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 product 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.

Demonstration 2: Effective-Date Reporting Solution for Non-
Event Measures
Demonstration Background
The instructor will demonstrate a solution for creating a date-effective report for a non-
event measure such as head count.
Demonstration Scope
This demonstration will cover how to create a date-effective report for a non-event
measure such as head count.
Demonstration Steps
1. From the Navigator, select Reports and Analytics.
3. Click the New menu, and select Analysis.
4. Select the Workforce Management - Worker Assignment Real Time subject
area.
5. Expand the Worker Assignment folder.
6. Select Head Count and drag it to the Selected Columns region.
7. Expand the Department folder, select Name, and drag it to the Selected
Columns region.
8. Select the Prompts tab.
9. On the right-hand side of the page, click the New icon button and select Variable
prompt.
Location: Prompts tab
10.In the Prompt for field, leave the value of Presentation Variable, and enter
AsOfDate.

Location: New Prompt window
11.In the Label field, enter Workers as of (mm/dd/yyyy).
12.Expand the Options region.
13.In the Variable Data Type menu, select Date.
14.Select the Require user input option.
15.Select Dynamic for the Text Field Width.
16.Click OK.
17.Select the Advanced tab.
18.Scroll down to the Advanced SQL Clauses region.
Location: Advanced tab
19.In the Prefix field, enter SET VARIABLE
PARAMETER_EFFECTIVE_DATE='@{AsOfDate}';
20.Click Apply SQL.
21.Click OK to clear the message.
23.Select My Folders and enter Date-Effective Head count in the Name field.
24.Click OK.
25.At the top of the page, click the Home link to return to the OBI EE home page.
26.Locate your report in the Recent region.
27.Click Open.
28.In the Workers as of mm/dd/yyyy field, enter an effective date in the proper
format.

29.Press OK.
30.Review the results in the Head Count field.
Information
You can click Home, open the report again, and enter a different date to see
the change in head count.
Based on what transactions are performed in the class, this number might not
change.

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.
• Joins to the Person Subject Area: The Person subject area is not designed to
be joined to any other subject area. Many customers attempt this join and
unfortunately the tools do not tell them that this is not possible until the query
errors out.
• 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 25,000 rows. Depending on the
number of columns in a report, this limit will go down proportionally with reports
containing more than 20 columns. The formula for downloads is based on the
total of 500,000 cells of data, which equals 25,000 rows multiplied by 20
columns. If a report has 19 columns, then 25,000 rows will be downloaded. If a
report has 21 columns, then the total number of rows will equal 500,000 cells
divided by 21 columns, which equals 23,810. (Note that on-premises customers
can increase this limit, but Oracle HCM Cloud Service customers must request
the increase from Oracle.)

OTBI Review Question 1
True or False?
You can find the seeded OTBI analyses under Human Capital Management>Sample
Content.

Which of the following extensions to the presentation layer can Oracle HCM Cloud
Service customers perform?
1. Add new objects to the physical layer
2. Join new objects to existing objects
3. Add flex fields to OTBI

True or False?
It is possible to create an analysis using two different subject areas.

True or False
You can find the seeded OTBI analyses under Human Capital
Management>Sample Content. (false- Human Capital Management>Transactional
Analysis Samples
Which of the following extensions to the presentation layer can Oracle HCM
Cloud Service customers perform? (3)
1. Add new objects to the physical layer
2. Join new objects to existing objects
3. Add flex fields to OTBI
True or False?
It is possible to create an analysis using two different subject areas. (True)

BI Publisher
BI Publisher is a set of tools that allows you to create highly formatted reports based on
data models. With BI Publisher, you can:
• Author, manage and deliver documents
• Create interactive management reports
• Create highly formatted, customer facing documents
• Create government forms
• Create EFT documents
Some reporting tools combine the data model, layout, and translation into one report
file, requiring Business Intelligence (BI) administrators to maintain multiple copies of the
same report to support minor changes.
BI Publisher separates the data model, layout, and translation, which means that BI
reports can be:
• Generated and consumed in many output formats, such as PDF, and EXCEL
• Scheduled for delivery to e-mail, printers, and so on
• Printed in different languages by adding translation files
• Burst and scheduled to be delivered to many recipients
The following figure illustrates how BI Publisher separates the data model, layout, and
translation:
BI Publisher can be found from BI Composer or from the BI Catalog by clicking
Create>Report.

Instructor Note: BI Publisher
Much of the BI Publisher content was covered in the Extract lesson. The content is
included here again as a review, and in case the Extract lesson has not been taught in
this class.

BI Process Flow
The following figure illustrates the process flow of BI Publisher:

BI Publisher Architecture
The following figure illustrates the relationship between data models and data sources:

BI Publisher Security
In conceptual terms, BI catalog folders that contain BI Publisher reports are secured
using duty roles. These duty roles are not the same as those that secure OTBI subject
areas and folders.
Individual BI Publisher reports are secured using function security privileges that are
granted to these duty roles.
For example, the Payroll Register Report is in the Payroll Calculations folder. The report
is secured using a privilege called Run Payroll Register Report, and this privilege is
granted to Payroll Distribution Calculation Management Duty. The Payroll Calculations
folder is secured using this duty role.
The way this is actually implemented in reality is slightly different because BI security
works slightly differently than regular Fusion Applications security. The key difference is
that BI security supports application roles, but it does not support privileges. So, we
implement the privileges that secure BI Publisher reports as application roles.
In the preceding example, the privilege Run Payroll Register Report is implemented as
an application role called Run Payroll Register Report (OBI), which is inherited by
another application role called Payroll Distribution Calculation Management Duty OBI.
You can view this role inheritance under the obi application in APM:

As discussed in the Security lesson, Fusion Applications duty roles are implemented in
Fusion Middleware as application roles. Function security privileges are implemented as
Entitlements in APM.
In BI, the function security privileges are also implemented as application roles, and the
privilege to duty role grant is implemented as a parent-child relationship in the
application role hierarchy, meaning that the duty role is the parent application role and
the privilege is the child application role.
You can distinguish between application roles that implement duty roles and application
roles that implement privileges by looking at the role names. Application roles that
implement duty roles have names ending with _DUTY_OBI and application roles that
implement privileges have names ending with _PRIV_OBI.
If you have access to the Permissions link in the BI Catalog, these application roles are
visible there. You must have the BI Administrator role to view permissions for the
seeded folders and reports.

Secured List Views
When you access data using a BIP data model that uses an SQL Query as the data
source, you have the option of either selecting directly from a database table, in which
case the data you return is not subject to data security restrictions (although there are
some exceptions, which we'll cover shortly), or you can join to a secured list view, in
which case data security restrictions are enforced.
The tables for which secured list views are available are :
This table is a continuation of the previous table:

The above tables show, for each table, the secured list view, the data security privilege
that is needed to report on data in the table (if accessed via the secured list view) and
the duty role that has the security privilege.
PER_JOBS_F, PER_LOCATIONS and PER_GRADES_F are not currently secured.
The secured list views and privileges for these three tables are not currently used.

BI Publisher Data Security
BI Publisher allows you to create data models on unsecured data. Therefore, you
should minimize the number of users who have access to create data models. When
creating custom BI Publisher reports, locate the secured views in Oracle Enterprise
Repository (OER) (type=View; Logical Business Area=HCM), and use them when
creating the reports. The secured views are:
• PER_POSITION_SECURED_LIST_V
• PER_PUB_PERS_SECURED_LIST_V
• CMP_SALARY_SECURED_LIST_V
• PER_ASSIGNMENT_SECURED_LIST_V
• PER_DEPARTMENT_SECURED_LIST_V
• PER_JOB_SECURED_LIST_V
• PER_LDG_SECURED_LIST_V
• PER_LEGAL_EMPL_SECURED_LIST_V
• PER_LOCATION_SECURED_LIST_V
• PAY_PAYROLL_SECURED_LIST_V
• PER_PERSON_SECURED_LIST_V
• PER_GRADE_SECURED_LIST_V
To access HCM tables with data security restrictions, join to these secured list views in
your select statements. The data returned will be determined by the security profiles
that are assigned to the roles of the user who is running the report.
Note: You can access OER using the following URL:
https://fusionappsoer.oracle.com/oer/ and sign in with your Oracle ID.

BI Publisher and PII Data
Personally identifiable information (PII) tables are secured at the database level using
virtual private database (VPD) policies. Only authorized users can report on data in PII
tables, and this restriction also applies to BI Publisher reports. The Fusion HCM tables
that are protected in this way are:
• PER_ADDRESSES_F
• PER_DRIVERS_LICENSES
• PER_EMAIL_ADDRESSES (work e-mail not protected)
• PER_NATIONAL_IDENTIFIERS
• PER_PASSPORTS
• PER_PHONES (work phone not protected)
• PER_VISAS_PERMITS_F
The data in these tables is protected using data security privileges that are granted via
duty roles in the usual way.
This table lists the protected PII tables and the associated privileges that should be
used to report on data in these PII tables:

All of the above privileges are accessible using the Workforce Reporting Data Duty duty
role.
Note: Line Managers can currently access PII data for which they should not have
access to in BI Publisher reports. This is reported in the following bugs: 16462131 and
16462125

Data Models
A data model is an object that contains a set of instructions for BI Publisher to retrieve
and structure data for a report. Data models reside as separate objects in the catalog.
At the very simplest, a data model can be one data set retrieved from a single data
source (for example, the data returned from the columns in the employees table). A
data model can also be complex, including parameters, triggers, and bursting definitions
as well as multiple data sets.
The data model editor is the tool for building your data models.
A data model supports the following components:
• Data set: A data set contains the logic to retrieve data from a single data source.
A data set can retrieve data from a single data source (for example, a database,
an existing data file, a Web service call to another application, or a URL/URI to
an external data provider). A data model can have multiple data sets from
multiple sources.
• Event triggers: A trigger checks for an event. When the event occurs the trigger
runs the PL/SQL code associated with it. The data model editor supports before
data and after data triggers. Event triggers consist of a call to execute a set of
functions defined in a PL/SQL package stored in an Oracle database.
• Flexfields: A flexfield is a structure specific to Oracle Applications. The data
model editor supports retrieving data from flexfield structures defined in your
Oracle Application database tables.
• Lists of values: A list of values is a menu of values from which report
consumers can select parameter values to pass to the report.
• Parameters: A parameter is a variable whose value can be set at runtime. The
data model editor supports several parameter types.
• Bursting Definitions: Bursting is a process of splitting data into blocks,
generating documents for each data block, and delivering the documents to one
or more destinations. A single bursting definition provides the instructions for
splitting the report data, generating the document, and delivering the output to its
specified destinations. For example, you can generate a letter and then send it
out to a subset of the workforce using each worker's preferred delivery method.
Note: You must have the BI Administration role to be able to create data models.
Oracle HCM Cloud Service customers can add the BI Administration role without
contacting Oracle. In Release 7 (fix is not in the classroom environment), the
Application Developer role has been granted the permission to create data models, so
customers won't need to add the BI Administration role. Application Developer is an
existing role that is inherited by Application Implementation Consultant.

Data Sources
BI Publisher supports a variety of data source types for creating data sets. These can
be categorized into three general types:
The first type are data sets for which BI Publisher can retrieve metadata information
from the source. For these data set types, the full range of data model editor functions is
supported.
• SQL Query: Submit a SQL query against Oracle BI Server, an Oracle database,
or other supported databases. BI Publisher provides a Query Builder that
enables you to build your SQL query graphically.
• Microsoft Excel: Use data tables residing in a Microsoft Excel spreadsheet.
The Excel spreadsheet can be either stored in a file directory set up as a data
source by your administrator; or you can upload it directly from a local source to
the data model.
• LDAP Query: Issue a query against your LDAP repository to retrieve user data.
You can report on this data directly, or join this to data retrieved from other
sources.
• OLAP: Construct a multidimensional (MDX) query against an OLAP data
source.
For the second type, BI Publisher can retrieve column names and data type information
from the data source but it cannot process or structure the data. For these data set
types, only a subset of the full range of data model editor functions is supported. For
example, you cannot join these to other data sets in the data modeler. These data set
types are:
• Oracle BI Analysis: If you have integrated your BI Publisher installation with
Oracle Business Intelligence Presentation Services, then you can use the data
from an Oracle BI Analysis to create your report.
• View Object: If BI Publisher is integrated with an application using Oracle
Application Development Framework, you can use view objects associated with
your Enterprise Java Bean data source to retrieve data.
For the third type, BI Publisher retrieves data that has been generated and structured at
the source and no additional modifications can be applied by the data model editor:
• HTTP (XML Feed): Use an RSS feed off the Web that returns XML.
• Web Service: Supply the Web service WSDL to BI Publisher and then define
the parameters in BI Publisher to use a Web service to return data for your
report.

• XML File: Use an existing XML data file stored in a directory that has been set
up by your Administrator.

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.

Instructor-Led Activity: Adding the BI Administrator
Role
Background
The instructor will guide you through the steps to add the BI Administration role to
curtis.feitty so that you can create data models and dashboards.
Note: Depending on the environment in which the course is being taught, this task may
have already been done. When you access the External User Mapping tab, scroll to the
bottom first to see if Curtis has already been added.
Detailed Steps
1. Access the APM link, and sign in as HCM_IMPL.
2. In the Search region, select OBI in the In field.
Location: Authorization Management page
3. In the Search field, enter BI and click Search.
4. Click the BI Administrator Role row.
5. Click the Actions menu and select Open.
6. Click the External User Mapping tab on the right side of the page.
7. Click the Add icon button.
Location: External User Mapping tab
8. In the User Name field, enter curtis feitty.
Location: Add a User window
9. Click Search.
10.Click the row for Curtis Feitty, and click Map Users.
11.Sign out of APM.

Demonstration 3: Creating a Data Model with an OTBI
Analysis
This is a demonstration of how to create a data model.
Demonstration Scope
This demonstration covers how to create a data model.
Demonstration Steps
Information
1. From the OBI EE home page under Create, click More and select Data Model.
2. Click the New Data Set menu and review the available data sources.
Location: Diagram tab
3. Select Oracle BI Analysis.
4. In the Name field, enter Ratings Comparison DM.
Location: New Data Set - Oracle BI Analysis window
5. Click the Search button in the Oracle BI Analysis field.
6. Click Users.
Location: Oracle BI Catalog window
7. Click Curtis Feitty.
8. Point out that the window displays all analyses that belong to Curtis.
9. Select the <XX> Calibration and Manager Rating Comparison analysis.
10.Enter 120 in the Time Out field.
11.Click OK.

12.Click the Data tab.
13.Click View.
14.Click the Save as Sample Data button.
Information: If you do not click this button, you will receive an error letting you
know that the data model does not contain any sample data when you try to use
the data model in a report.
15.Click the Structure tab.
16.Point out that the values in the XML tag name fields are what appear when you
use the data model in a report, and the Display Names appear on the report.
Discuss some best practices such as using short XML tag names because they
reduce the size of the XML file. Also use display names so that report design is
easier.
Location: Structure tab
17.Click Save.
Information: Don't change the XML tag names or the display names so that you
can show how they appear when you go to create a report.
18.Click Home.
19.Click Report.
Location: OBI EE home page, Create region.
20.Click the Choose icon button in the Data Model field.
Location: Create Report page
21.Select the data model that you just created, and click OK.
22.Click Next.
23.Select Table for the layout.

24.Click Next until you reach the Create Table train stop, and point out that the
fields contain the original display names, and would be easier to use if you
changed them when you created the data model.
25.Drag the four columns over to the right, and click Preview Report.
26.Click Next.
27.Click Finish.
28.Click My Folders, give the report a name, and click OK.
29.Click Home.

Demonstration 4: Creating a Data Model with SQL
This is a demonstration of how to create a data model using SQL
statements.
Demonstration Scope
This demonstration covers how to create a data model using SQL statements.
Demonstration Steps
Information
1. From the OBI EE home page under Create, click More and select Data Model.
2. Click the New Data Set menu and review the available data sources.
3. Select SQL Query.
4. Enter <XX> Assignment Data Set in the Name field.
Location: New Data Set - SQL Query window.
5. In the Data Source field, select ApplicationDB_HCM.
6. In the SQL Query field, enter the following: Select ASSIGNMENT_NAME,
ASSIGNMENT_STATUS_TYPE, ASSIGNMENT_TYPE,
EFFECTIVE_START_DATE, EMPLOYEE_CATEGORY,
EMPLOYMENT_CATEGORY, JOB_ID, PERSON_ID From
PER_ALL_ASSIGNMENTS_F
7. Click OK.
8. Click the New Data Set menu again.
9. Select SQL Query.
10.Enter <XX> Job Data Set in the Name field.

11.In the Data Source field, select ApplicationDB_HCM.
12.In the SQL Query field, enter the following: select JOB_ID, NAME from
PER_JOBS_X
13.Click OK.
14.Click the Menu icon button for the Assignment data set and select Properties.
15.In the Group Name and Display fields, enter Assignment.
Location: Edit Properties - G_1 window
16.Click OK.
17.Click the Menu icon button for the Job data set and select Properties.
18.In the Group Name and Display fields, enter Job.
Location: Edit Properties - G_1 window
19.Click OK.
20.Join the SQL data sets together by dragging job_id from the Job data set to the
Assignment one.
22.Click View.
23.Click Save as Sample Data.
24.Click OK.
25.Click Save.
26.Select My Folders and enter a name and description for your data model, using
your initials as the first two characters.
27.Click Home.

Activity 7 Introduction: Creating a Data Model
Background
You are the BI administrator and you have been asked by the Human Resources
department to create a data model that is based on the Absences by Department
analyses that they created. They want to be able to use this data model to create more
highly formatted reports.
Requirements
Activity Scope
You will access BI Publisher Enterprise, create a new data model using the <XX>
Absence by Department analysis that you created in a previous activity. Use the
following information:
• In the XML Tag Name field for the data source, enter ABSENCES_BY_DEPT,
and in the Display Name field, enter Absences by Department.
• In the XML Tag Name field for the Department Name, enter DEPT_ NAME, and
in the Display Name field, enter Department.
• In the XML Tag Name field for the Absence Reason, enter
ABSENCE_REASON, and in the Display Name field, enter Reason for
Absence.
• In the XML Tag Name field for the Assignment Absences, enter
NUMBER_ABSENCES, and in the Display Name field, enter Number of
Absences.
• Save your date model to My Folders and name it <XX> Absences by
Department data model.

Activity 7: Creating a Data Model
In this activity, you will create a data model using the Absence by Department analysis
that you created in a previous activity as the data source.
Start Here:
OBI EE home page
1. Click More and select Data Model.
Location: OBI EE home page under Create, Published Reporting
2. Click the New Data Set icon button and select Oracle BI Analysis.
3. Enter <XX> Absence by Department DM.
Location: New Data Set - Oracle BI Analysis window
4. In the Oracle BI Analysis field, click the Search button.
5. In the Oracle BI Catalog window, click the Users link.
6. Click the curtis.feitty link.
7. Locate and select the <XX> Absence by Department analysis that you created
in a previous activity.
8. In the Time Out field, enter 120.
9. Click OK.
10.Click the Structure tab.
11.In the XML Tag Name field for the Department Name, replace the default value
with DEPT_NAME, and replace the default value in the Display Name with
Department.
12.In the XML Tag Name field for the Absence Reason, replace the default value
with ABSENCE_REASON, and replace the default value in the Display Name

with Reason for Absence.
13.In the XML Tag Name field for the Assignment Absences, replace the default
value with NUMBER_ABSENCES, and replace the default value in the Display
Name with Number of Absences.
15.Click View.
Location: Data tab
16.View the report structure and click Save As Sample Data.
Information: If you do not save the sample data, you will not be able to complete
Activity 8.
17.Click OK.
18.In the upper-right corner, click Save.
19.Select My Folders, and enter <XX> Absence by Department Data Model.
20.In the Description, enter Data model based on Absence by Department
analysis.
21.Click OK to close the window, and click Save.
22.Click Home.

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.

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, PowerPoint, and
static HTML
BI Publisher layout templates are created using the BI Publisher Layout Editor - a
design tool that provides a dynamic, drag and drop interface for creating reports in PDF,
RTF, Excel, PowerPoint, and HTML. It also provides dynamic HTML output that
supports lightweight interaction through a browser.
BI Publisher layouts are best suited for reports of simple to medium complexity that do
not require custom coding. Because the dynamic HTML view is only available for BI
Publisher layouts, BI Publisher layouts must be used when there is a requirement to
enable a report consumer to interact with the report (change sorting, apply filters, and
so on).

Activity 8 Introduction: Creating a BIP Report
Background
You are an HR specialist and you want to create a report based on the Absence by
Department data model that your BI administrator created for you. You want to create a
more formatted report that can be sent to HR management for reviewing how many
absences in each type are being reported across departments.
Requirements
Activity Scope
You will access BI Publisher Enterprise and create a report using the <XX> Absence
by Department Data Model that you created in a previous activity.

Activity 8: Creating a BIP Report
In this activity, you create a BI Publisher report using the data model that you created in
the previous activity, and then add additional details to the report.
Start Here:
OBI EE home page
1. In the Create region, under Published Reporting, Click Report.
Location: OBI EE home page, Published Reporting
2. In the Create Report window, verify that Use Data Model is selected.
3. Click the Search button in the Data Model field.
4. In the Select Data Model window, select your <XX> Absences by Department
Data Model.
5. Click OK.
6. On the Create Report page, verify that the Guide Me option is selected, and
click Next.
7. Select Landscape for the layout.
Location: Create Report, Select Layout
8. Select the Page Header and Page Footer options.
9. Select the Chart and Pivot Table option.
10.Click Next.
11.Drag Number of Absences and drop it onto the Drop Value Here box.
Location: Create Report, Create Chart
12.Drag Reason for Absence and drop it onto the Drop Series Here box.

13.Drag Department and drop it onto the Drop Label Here box.
14.Click Next.
15.Review the location of each element in the table to make sure it is formatted
correctly.
Location: Create Report, Create Table
16.Click Next.
17.Select View Report, and then click Finish.
18.Save your report in My Folders, and name it <XX> Absence by Department
Report.
19.Click OK.
20.The report appears.
Add Additional Details to the Report

1. In the upper right corner, click the Actions icon button to view the options you
have for exporting, editing, and so on. This is the Actions icon button:
Location: <XX> Absence by Department Report tab
2. Click Edit Report.
3. Click Edit.
4. On the Insert tab, select Chart. This is the Insert tab:
1. Drag the Chart component down to the report area, and drop it directly below the
report title.
Information
When you drag the chart component down to the report area, a blue bar will
appear that you can use as a guide to decide where to drop the chart. Drop the
chart when the blue bar is directly below the report title. The page should look
like this:

1. In the Data Source region, click on Number of Absences, and drag it and drop
it onto the Drop Value Here box.
2. Click on Reason for Absence, and drag and drop it onto the Drop Label Here
box.
3. Click on the new graph. A yellow border appears.
4. Click in the bottom right corner of the yellow border, and drag the corner out to
the right so that the graph occupies the entire page. The graph should now look
like this:

1. Next, in the Filter options on the Chart tab, click Filter. This is the Chart tab:
1. In the Filter window, select Reason for Absence from the Data Field menu.
2. In the Operator field, select is greater than or equal to from the drop down list.
3. In the Value field, enter 0.
4. Click OK.
5. Toggle 3D Effect on and off and choose one of the settings, based on your
preference.
6. Repeat steps 9 through 14 for the second graph.
7. Click on the pivot table to refocus the page on the pivot table. The yellow border
appears.
8. In the Filter options on the Table tab, click Filter.

9. In the Filter window, select Reason for Absence from the Data Field drop down
list.
10.In the Operator field, select is greater than or equal to from the drop down list.
11.In the Value field, enter 0.
12.Click OK.
13.Click on the cells in the Number of Absences column.
14.In the Conditional Formatting region of the Pivot Table Data tab, click
Highlight.
15.In the Operator field, select is greater than or equal to from the drop down list.
16.In the Value field, enter 20.
17.Click in the Background Color field.
18.In the Color Picker window, select Red (ff0000).
19.Click OK.
20.In the Highlight window, click OK.
21.Click Save to save the changes to your report.
22.Click Return.
23.Click View Report.
24.In the top graph, click on the different bars to see how the bottom graph filters the
results.

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.
• Security BUG 16442497: A user with BI Author is denied the ability to modify a
BI Publisher artifact to which he has write permission in the BI catalog.
Specifically, the BI Author is explicitly granted write access to a report, yet the
user with BI Author role receives an exception denying the ability to change the
report.

BI Publisher Review Question 1
Which of the following roles is required for creating data models?
1. Applications Developer
2. BI Administrator
3. HR Specialist

True or False? You must create a data model based on an OTBI analysis in order to be
able to create a BI Publisher report on the analysis.

Which of the following best describes the secured list views?
1. Secured list views enable data security enforcement if you join to them in select
statements in a data model that is based on an SQL data source.
2. For reports that use a secured list view, the data returned will be determined by
the security profiles that are assigned to the roles of the user who is running the
report.
3. Secured list views can be found in OER.
4. All of the above.

Which of the following roles is required for creating data models? (2)
1. Applications Developer
2. BI Administrator
3. HR Specialist
True or False? You must create a data model based on an OTBI analysis in order
to be able to create a BI Publisher report on an OTBI subject area. (False-you can
create a report directly from a subject area)
Which of the following best describes the secured list views? (4)
1. Secured list views enable data security enforcement if you join to them in select
statements in a data model that is based on an SQL data source.
2. For reports that use a secured list view, the data returned will be determined by
the security profiles that are assigned to the roles of the user who is running the
report.
3. Secured list views can be found in OER.
4. All of the above.

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)
When you open a dashboard, the content of the dashboard is displayed in one or more
dashboard pages. Dashboard pages are identified by tabs across the top of the
dashboard. A toolbar at the top right contains buttons that let you:
• Edit the dashboard, if you have the appropriate permissions and privileges.
• Display various options for working with a "Dashboard page", such as printing the
current page.
Note: Oracle HCM Cloud Service customers using Release 7 must contact Oracle to
request the BI Administration role. In Release 8, a new role will be added to allow
customers to create dashboards and BIP data models without requesting the BI Admin
role from DevOps.

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.
In a dashboard, the results of an analysis can be shown in various views, such as a
table, graph, and gauge. (The results of an analysis are the output that is returned from
the Oracle BI Server that matches the analysis criteria.) Users can examine and
analyze results, save or print them, or export them to a spreadsheet.
Note: The ability to create dashboards is controlled by the Manage Dashboard
privilege, which is managed by the administrator.

Dashboard Objects
The following list describes the dashboard objects:
• Column: Used to align content on a dashboard. (Sections within columns hold
the actual content.) You can create as many columns on a dashboard page as
you need, and you can place columns on a dashboard horizontally or vertically.
Note that the columns used in the Dashboard builder are not related to the
columns used in the Analysis editor.
• Section: Used within columns to hold the content, such as action links,
analyses, and so on. You can drag and drop as many sections as you require for
a column.
• Alert Section: Used to add a section in which to display Alerts from agents, if
any. On users' My Dashboard, an Alert section is added automatically to the first
page, if you do not manually place one there. You cannot disable the appearance
of an Alert section on the first page of users' My Dashboard. You can add an
Alert section to an additional dashboard page so that section is then displayed on
both dashboard pages.
• Action Link: Used to add an action link. An action link is a link that you embed
in an analysis, dashboard page, or KPI that, when clicked, runs an associated
action.
• Action Link Menu: Used to add an action link menu. An action link menu let
users choose, from a list of action links, the right action to be executed. Tip: If
you add an action link to an action link menu and later decide that you do not
want the link to be displayed in the menu, you can simply drag and drop it
elsewhere on the page.
• Link or Image: Used to add text links and image links and specify what should
happen when a user clicks them. For example, you can direct users to another
web site or dashboard, open documents, launch applications, or perform any
other action that the browser supports. You can also add an image or text only,
without any links.
• Embedded Content: Used to add embedded content. Embedded content is any
content that is displayed within a window (called a frame) inside the dashboard,
as opposed to content that is accessed by clicking a link. Content that you might
want to embed includes analyses, Excel charts, documents, web sites, tickers
from web sites, and so on. When you embed content into a dashboard, the
required HTML is automatically added to the target content.
Analyses are embedded by default. Embedding an analysis in a dashboard
causes it to execute automatically and to display the results within the
dashboard. This provides access to current results. Note: Some third-party web
sites, because of the way they have been created, cannot be embedded within
another web page. If you see unexpected results when viewing an embedded
web site, then you might need to click the browser's Back button until an Oracle

Business Intelligence screen reappears, or close and then reopen the browser.
Then, remove the embedded web site from the dashboard.
• Text: Used to add plain text or, if allowed at your organization, HTML. To add
embedded content, which is content that is displayed in a window within the
browser, then use the Embedded Content object instead. Then, using the
Embedded Content feature, specify the name and location of the target, and the
required HTML is wrapped around the target for you.
• Folder: Used to add a view of a Catalog folder and its contents. For example,
you might add a folder that contains a collection of saved analyses that you run
frequently. Then from the dashboard, you can open the folder, navigate to a
saved request, and click it to run it.

Demonstration 5: Editing a Dashboard
This is a demonstration of how to edit an existing dashboard
Demonstration Scope
This demonstration covers how you can review the existing dashboards and edit
them.
Demonstration Steps
Information
In the global area Navigator menu under Tools, select Reports and Analytics.
1. In the global header, click the Browse Catalog icon button.
2. Expand Shared Folders.
Location: BI Catalog
3. Expand the Fusion Tap folder.
4. Click Expand under Dashboards.
5. Locate the Hiring Dashboard on the right side of the page, and click Open to
review the dashboard.
6. In the upper-right corner, expand the Page Options icon button to open the
menu.
7. Click Edit Dashboard.
Location: Hiring Dashboard
8. Point out that this dashboard has one column, and then one section with two
items of embedded content.

9. Hover over the upper right-hand corner and show how you can edit either the
section or a specific analysis.
10.Click the Properties button for the Hires by Country analysis.
11.Click the Edit Analysis icon button.
12.Click the Edit View icon button for the Table analysis.
13.Click the Table View Properties icon button.
14.In the Table Properties window, review the options for editing the table.
15.Change the Paging Controls option to Top.
16.Click OK.
17.Point out the paging control options are now at the top of the page.
18.Click Done.
19.Click the Return to Hiring Dashboard link.

Saving Customizations to Dashboards
Saved customizations allow you to save and view later dashboard pages in their current
state with your most frequently used or favorite choices for items such as filters,
prompts, column sorts, drills in analyses, and section expansion and collapse. By
saving customizations, you need not make these choices manually each time that you
access the dashboard page.
If you have the appropriate permissions and dashboard access rights, you can perform
the following activities:
• Save various combinations of choices as saved customizations, for your personal
use or use by others.
• Specify a saved customization as the default customization for a dashboard
page, for your personal use or use by others.
• Switch between your saved customizations.
You can also edit your customizations, and clear them if you decide you longer want
them.

Adding Content to a Dashboard
You can add the following content to dashboards:
• Dashboard objects, including objects that let you lay out the content, such as
columns and sections, as well as objects such as text, folders, action links, and
so on.
• Objects that you or someone else has saved to the Oracle BI Presentation
Catalog and for which you have the appropriate permissions, such as analyses,
prompts, and so on.

Creating a Dashboard
You can create new dashboards, but to be able to see them, you must add them to
existing dashboards. If you open a new dashboard from an existing one, OBIEE is
launched.
Creating a new dashboard includes these steps:
1. Create the dashboard name, description, and location. You can either add
content when you perform this step, or later.
2. Edit the dashboard by adding pages or other content to the dashboard.
3. Use the options available on the Tools toolbar button of the Dashboard builder to:
• Specify settings for printing a dashboard page.
• Set the report links for a dashboard page.
• Specify whether to allow users to create personal saved customizations on the
page.
• Publish the page to a shared dashboard location so that you can share the page
with others

Instructor Note: Activity 9 Workaround
This activity shows how to customize the Human Resources dashboard by adding one
of the analyses created in the class to the dashboard. You then edit the analysis that
you have added to the dasboard.
In the classroom environment, editing analyses on the Human Resources dashboard is
not working properly. If you click on Edit Report for one of the analyses, an empty Edit
window appears for the first analysis that was added. The workaround for this issue is
to show students how to edit the analysis using BI Composer, and then return to the
Human Resources dashboard to see how the changes appear. The steps to edit the
analysis directly from the dashboard have been included in the activity steps for
students to use outside of the classroom environment.

Activity 9 Introduction: Adding Content to a
Dashboard
Background
You are the HR Specialist, and you want to add some of the analyses that you recently
created to the Human Resources dashboard.
Requirements
Activity Scope
You will add the Absences by Department analysis to the Human Resources
dashboard. After you add the analysis to the dashboard, change the title of the
component to Absences by Department. Then, edit the analysis by changing the graph
to a pie chart and changing the layout so that the pie chart is above the table. Finally,
save your new analysis to My Folders.

Activity 9 Part 1: Adding Content to a Dashboard
In this part of the activity, you will add the Absences by Department analysis to the
Human Resources dashboard, make changes to the analysis, and then save your new
analysis to My Folders.
Start Here:
Welcome page
1. From the Welcome page, click the Human Resources tab.
2. Click Personalization.
3. Select Edit Current Page.
4. In the empty region above the Visa and Work Permit Expiration analytic, click
Add Content.
5. Click Reports and Analytics.
Location: Add Content window
6. Click BIP Presentation Server.
7. Click My Folders.
8. Click <XX>Absences by Department.
9. Next to compoundview1, click Add.
10.In the Add Content window, click Close.
11.In the upper right corner of the new compoundview1 region, click the Edit icon
button.
12.Click the Display Options tab.
Location: Component Properties: compoundView!1 window
13.Enter Absences by Department in the Text field.
Location: Component Properties: compoundView!1 window, Display

Options tab
14.Click Apply.
15.Click OK.

Activity 9 Part 2: Adding Content to a Dashboard
In this part of the activity, you will make changes to the analysis, and then save your
new analysis to My Folders.
Start Here:
1. In the Reports and Analytics work area, expand My Folders and locate your
<XX> Absences by Department analysis.
2. Click your analysis and click the Edit icon button.
3. On the Edit Analysis <XX> Absences by Department: Select Columns page,
click Next.
4. On the Edit Analysis <XX> Absence by Department: Select Views page,
change the graph to a pie chart, and change the layout to Table below Graph.
5. Click Save.
6. Click Submit.
7. Click Yes in the Confirmation window to confirm that you want to overwrite the
existing analysis.
8. Click OK.
9. Click the Navigator menu, and select Welcome Dashboard.
10.On the Welcome Dashboard, click the Human Resources tab.
11.Notice that your new analysis appears, and the graph is now a pie chart and is
above the table.
Note: You can also edit an analysis directly from the dashboard, but this functionality is
not working in the classroom environment.
To edit an analysis on the dashboard, complete the following steps:
1. Access the Human Resources dashboard.

2. In the upper-right corner of the page, click Personalization.
3. Select Edit Current Page.
4. In the upper-right corner of the analysis you want to edit, click the Edit Report
icon.
Information: The Edit Report icon looks like a pencil.
5. On the Edit Analysis <XX> Absences by Department page, edit the analysis
as needed.
6. Click Finish.
7. Save the analysis either with a new name, or overwrite the existing one.
8. In the upper-right corner of the page, click Save and then click Close to return to
the Human Resources dashboard page.

BI Publisher Reports and Dashboards
You can run, view, and interact with a BI Publisher report on a dashboard page. When
included on a dashboard page, the BI Publisher report can include a toolbar that can
offer options for:
• Selecting a layout template
• Changing the BI Publisher report's output format
• Exporting the BI Publisher report
• Sending the BI Publisher report to an available destination (for example, printer,
fax, e-mail, or FTP)
• Scheduling the BI Publisher report and analyzing the data
Briefing Books: If you plan to print a dashboard page that contains a BI Publisher
report or to include the page in a briefing book, then you must keep the following points
in mind:
• If you print the briefing book as a PDF and if the output format of the BI Publisher
report is PDF, then the BI Publisher report is printed after the other objects on the
page.
• If you print a dashboard page that contains a BI Publisher report as PDF, but the
dashboard page is not part of a briefing book, then the BI Publisher report is not
printed.
• If you print the dashboard page or briefing book as MHTML, then the BI
Publisher report is not printed.
Agents: When configuring an agent for a dashboard page that contains a BI Publisher
report, ensure that the following criteria are met:
• The output format of the BI Publisher report must be PDF.
• The agent must be set to deliver PDF.
You can add reports to a dashboard page as embedded content and as a link.
Embedded means that the report is displayed directly on the dashboard page. The link
opens the report in BI Publisher within Oracle BI EE. If you modify the report in BI
Publisher and save your changes, then refresh the dashboard page to see the
modifications.

Briefing Books
A briefing book is a collection of static or updatable snapshots of dashboard pages,
individual analyses, and BI Publisher reports. You can:
• Add the content of dashboard pages (including pages that contain BI Publisher
reports) or individual analyses to new or existing briefing books.
• Edit briefing books to reorder content, delete content, and change the content
type, navigation link properties, and content description.
• Download briefing books in PDF or MHTML format for printing and viewing. The
PDF version of a briefing book contains an automatically generated table of
contents.
• Add a list of briefing books to a dashboard page.
• Update, schedule, and deliver briefing books using agents, if your organization
licensed Oracle Business Intelligence Delivers.

Adding Content to a Briefing Book
You can add the content of dashboard pages (including pages that contain BI Publisher
reports) or individual analyses to briefing books. You can add the content to existing
briefing books or to new briefing books that you create.
To add the contents of the dashboard page to a briefing book, click the Page Options
toolbar button on the dashboard page and select Add To Briefing Book.
Note: The Add to Briefing Book option is not available on an empty dashboard page or
if the Show Add to Briefing Book box in the "Dashboard Properties dialog" has not been
selected for the page.
To add the results of an individual analysis to a briefing book, locate the analysis on the
dashboard and click the Add to Briefing Book link.
Note: This link is displayed only if the Add to Briefing Book option was selected in the
Report Links dialog when the analysis was added to the dashboard.
You can also add analyses and dashboards to briefing books from the BI Catalog page.

Downloading Briefing Books
You can:
• Download briefing books to your computer in MHTML format and then share
them for offline viewing.
• Download briefing books in PDF format and print them.
When downloading briefing books, consider the following:
• The PDF version of a briefing book contains an automatically generated table of
contents.
• The Adobe Reader application is required to view or print a briefing book PDF
file.
• BI Publisher reports that are contained in the briefing book are only included in
the PDF file if the reports themselves are enabled for PDF output.
To download the briefing book in MHTML format, click Web Archive (.mht) and then
open or save the file. Downloaded briefing books are saved with an .mht file extension
and can be opened in a browser. You can then e-mail or share the briefing book.

Adding a List of Briefing Books to a Dashboard
You can add a list of briefing books to a dashboard page.
To add a list of briefing books to a dashboard page:
1. Edit the dashboard.
2. Navigate to the page to which you want to add a list of briefing books.
3. From the Dashboard Objects pane, drag and drop a folder object into a section.
4. Hover the mouse pointer over the folder object in the Page Layout area to display
the object's toolbar and click the Properties button. The "Folder Properties dialog"
is displayed.
5. In the Folder field, enter the folder that contains the briefing books to list.
6. In the Expand box, specify whether to show an expanded view of the folder.
7. In the Show RSS Link box, specify whether to add an RSS feed option to the
folder.
8. Click OK and then click Save to save the dashboard.

Activity 10 Introduction: Creating a Briefing Book
Background
You are the HR Specialist, and you want to add some of the analyses that you recently
created to the Human Resources dashboard.
Requirements
Activity Scope
Add the cross-subject area analysis, <XX> Head Count by Department, that you
created in a previous lesson to a briefing book. Save the briefing book in My Folders,
and name it <XX> Briefing Book.

Activity 10: Creating a Briefing Book
In this activity, you will add the cross-subject area analysis that you created in a
previous activity to a briefing book.
Start Here:
Welcome page
1. From the Navigator under Tools, select Reports and Analytics.
2. On the Reports and Analytics page, click the Browse Catalog icon button.
3. Locate your cross-subject area analysis. <XX> Head Count by Department.
4. Click Open under the analysis name.
5. At the bottom of the analysis, click the Add to Briefing Book link.
6. Use default values for all fields, but enter head count, annualized salary by
department with currency
in the Description field for the report
Location: Save Briefing Book Content window
7. Click the Browse button under the Location field.
8. Select My Folders, and enter <XX> Briefing Book in the Name field.
9. Click OK.
10.Click OK.
Location: Save Briefing Book Content page
11.Click OK in the confirmation window.

Location: Briefing Book window
12.Click the Catalog link at the top of the page to return to the Catalog.
13.Locate your briefing book.
14.Click PDF for your briefing book.
15.Review the PDF containing your analysis.

Delivering Content
Using OBIEE, you can deliver personalized and actionable content to users. You can
deliver content using the following:
• Agents
• Alerts

Agents
Agents enable you to automate your business processes. You can use them to provide
event-driven alerting, scheduled content publishing, and conditional event-driven action
execution.
In the simplest format, an agent automatically performs a specified catalog analysis
based on a defined schedule, and examines the results for a specific problem or
opportunity. If the specific problem or opportunity is detected in the results, then an alert
is generated and delivered to specified recipients and to subscribers to the agent, using
the delivery options that are specified for each person.
You can choose:
• A schedule that the Agent runs on
• A data condition that determines what the Agent does
• An analysis that can be distributed
• Actions that can be automatically executed depending on whether the data
condition is met
To handle more complex requirements, agents can invoke actions that trigger other
agents, scripts, Java programs, or applications. Results can be passed between agents,
and to other applications or services through XML, HTML, or plain text. For example, an
agent might run an analysis to identify all current product orders over a specified dollar
amount that cannot be filled from a regional warehouse. The results can be passed to
another agent that runs an analysis to locate alternative sources for these products. A
final agent might be triggered to feed information into a corporate CRM system and to
notify the appropriate account representatives of the alternative sourcing.

Agent Editor
Use the Agent Editor to create agents to deliver personalized and actionable content to
users. The Agent Editor also enables you view a summary of the current settings of
agents.
The Agent editor contains the following tabs:
• General: Specify the priority of the content that an agent is to deliver and how to
generate the delivery content (that is, what user to run the query as).
• Schedule: Specify whether the agent is to be run based on a schedule, how
often it runs, and when its running is to start and end.
• Condition: Specify whether an agent always delivers its content and executes its
actions, or conditionally delivers its content and executes its actions.
• Delivery Content: Specify the content to deliver with an agent, such as a
dashboard page or a saved analysis.
• Recipients: Specify who is to receive the delivery content of the agent and who
is allowed to subscribe to the agent.
• Destinations: Specify where the content is to be delivered.
• Actions: Specify one or more actions to execute when an agent finishes.

Using an Agent to Deliver a Briefing Book
To use an agent to deliver a briefing book:
1. Create or edit the agent to be used to deliver the briefing book.
2. In the "Agent editor: Delivery Content tab", click Browse to select the briefing
book.
When the agent runs, the briefing book is delivered.

Activity 11 Introduction: Creating an Agent
Background
You are an HR specialist and you want to create an agent to run a briefing book.
Activity Scope
Create an agent to deliver the briefing book that you created in a previous activity.

Activity 11: Creating an Agent
In this activity, you will create an agent to deliver the briefing book that you created in a
previous lesson.
Star Here:
2. Click the New icon button.
3. Under Actionable Intelligence, select Agent.
4. Select the Schedule tab.
Location: Overview page
5. In the Frequency field, select Monthly.
6. Select the Day option, and select 1.
7. Select all months.
8. Click the Delivery Content tab.
9. In the Subject field, enter Head Count and Salary.
Location: Delivery Content tab
10.In the Content field, select Briefing Book.
11.Click the Browse button.
12.Locate and select the briefing book that you created in a previous activity.
Location: Choose Delivery Content window

13.Click OK.
14.Click the Recipients tab.
15.Select Curtis.feitty
Location: Recipients tab
16.Click the Destination tab.
17.Clear the Home Page and Dashboard option.
Location: Destination tab
18.Clear the Active Delivery Profile option.
19.Select only the Email option.
20.In the upper-right corner, click Save this Agent.
21.Select My Folders and enter <XX> Briefing Book Agent for the Name.
Location: Save Agent window
22.Click OK.
23.Click Catalog to return to the Catalog page.
24.In the Type field, select Agent to verify that your agent was saved.

Alerts
An alert is a notification generated by an agent that delivers personalized and
actionable content to specified recipients and to subscribers to the agent. You can see
the alerts that have been delivered to you throughout Oracle BI Enterprise Edition, for
example:
• In the Alerts section of the Home page.
• On the first page of My Dashboard. (An Alerts section is automatically added to
the first page of My Dashboard, if you do not manually place one there.)
• On a dashboard page, if the content designer adds an Alerts section to the page.
• In the Alerts dialog displayed from the Alerts! button in the global header.
• In specified delivery devices, such as a phone.

Dashboards, Briefing Books, and Delivering Content
Review Question 1
Which of the following is a Fusion dashboard?
1. Human Resources dashboard
2. Absences dashboard
3. Profile Management dashboard

Review Question 2
Which of the following describes how to add content to a briefing book?
1. Locate the analysis that you want to add to a briefing book and click the Add to
Briefing Book link.
2. Locate the dashboard that contains the contents you want to add to the briefing
book, click the Page Options tool bar button on the dashboard page, and select
Add to Briefing Book.
3. Both 1 and 2.
4. None of the above.

Review Question 3
Which of the following would you create if you wanted to have the system automatically
analyze absences on a monthly basis, and examine the results to identify departments
with more than a specific threshold?
1. Alert
2. Agent
3. Briefing Book

Which of the following is a Fusion dashboard (1):
1. Human Resources dashboard
2. Absences dashboard
3. Profile Management dashboard
Which of the following describes how to add content to a briefing book? (3)
1. Locate the analysis that you want to add to a briefing book and click the Add to
Briefing Book link.
2. Locate the dashboard that contains the contents you want to add to the briefing
book, click the Page Options tool bar button on the dashboard page, and select
Add to Briefing Book.
3. Both 1 and 2.
4. None of the above.
Which of the following would you create if you wanted to have the
system automatically analyze absences on a monthly basis, and examine the
results to identify departments with more than a specific threshold? (2)
1. Alert
2. Agent
3. Briefing Book

Integrating with Microsoft Office
The following Microsoft Office integration tools are available for download from the OBI
EE home page:
Template Builder: An add-in to Microsoft Word that simplifies the development of RTF
templates. While the Template Builder is not required to create RTF templates, it
provides many functions that increase productivity. The Template Builder is tightly
integrated with Microsoft Word and enables you to perform the following functions:
• Insert data fields
• Insert tables
• Insert forms
• Insert charts
• Preview the template with sample XML data
• Browse and update the content of form fields
• Extract boilerplate text into an XLIFF translation file and test translations
The Template Builder automates insertion of the most frequently used components of
an RTF template. RTF templates also support much more complex formatting and
processing.
Template Builder for Excel: An Excel template is a report layout designed in Microsoft
Excel for retrieving and formatting enterprise reporting data in Excel. Excel templates
provide a set of special features for mapping data to worksheets and for performing
additional processing to control how the data is output to Excel workbooks .The
Template Builder for Excel is installed automatically when you install the Template
Builder for Word
Oracle Business Intelligence Add-in for Microsoft Office: (Oracle BI For MS
Office) Oracle BI for Microsoft Office provides useful features for working with analyses
in Microsoft Excel and Power Point. Some examples of features include:
• Office access: When installed on Excel or Power Point 2007 or later, the Oracle
BI Add-in for Microsoft Office functionality is made available through a native
Office ribbon interface. When installed on Excel or Power Point 2003, the Oracle
BI Add-in for Microsoft Office-in's functionality is made available through a menu
and a toolbar. In both cases, an Office pane is available for browsing the Oracle
BI Presentation Catalog and for selecting views to insert inside Office
documents.
• Ability to secure BI data in BI views inserted inside Excel spreadsheets or Power
Point presentations: This feature enables you to secure inserted BI tables and
graphs so that users must present credentials to view the Oracle BI data. When
you secure the data, the BI data is removed from the document. Only the view

definitions are retained, which allows the Oracle BI Add-in for Microsoft Office to
refresh the data within these BI views.
• Graph customization: When you work with native graph objects in Excel and
Power Point, you can customize the look and feel of the inserted views by editing
the objects and changing the graph type and changing the formatting of various
graph components (such as the axes, legend, and title). These customizations
are retained when the views are refreshed.
Analyzer for Excel: The Analyzer for Excel enables you to do the following:
• Export the results of the report query to an Excel spreadsheet
• Log in to BI Publisher Enterprise from Excel to refresh your data, apply new
parameter values, and apply layouts+ to the report data
• Create Excel Analyzer layouts and upload them to the BI Publisher server
• Access and run your reports from an Excel session
Smart View: On-premises customers can integrate with Microsoft Office using Oracle
Hyperion Smart View for Office (Smart View). Smart View enables you to access and
run Oracle BI EE analyses directly within your Microsoft Office applications. Smart View
is not currently available for Oracle HCM Cloud Service customers.

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.
The following figure illustrates the XML in the source environment:
In the target environment, perform the following steps to migrate the analysis to a new
environment:
1. Create a new analysis using any subject area.

2. Open the Advanced tab.
3. Paste the XML, replacing whatever is there.
4. Click Apply XML.

Lesson Highlights
In this lesson, you should have learned how to:
• Compare the reporting tools available to Oracle HCM Cloud Service
customers
• Explain BI architecture and the BI Catalog
• Explain OTBI subject areas, folders, and attributes
• Set up security for OTBI
• Create an analysis using OTBI subject areas in BI Composer
• Create an analysis using OTBI subject areas in Oracle Business
• Explain BI Publisher architecture
• Set up security for BI Publisher
• Create a data model for BI Publisher reports
• Create a BI Publisher report
• Explain dashboards
• Add content to a Fusion dashboard
• Add content to a briefing book
• Set up an agent to deliver a briefing book
• Identify options for integrating reporting solutions with MS Office
• Migrate custom reports

Lesson Resources
For more information about topics in this lesson, see the following resources:
General
Overview of Business Intelligence and Reporting Components: MOS Support Note ID
1334765.1
Documentation for Business Intelligence and Reporting: MOS Support Note ID
1340506.1
Oracle Fusion Applications Concepts Guide: Chapter - Oracle Fusion Middleware
Components: Section - Oracle Business Intelligence
Oracle Fusion Applications Common User Guide: Chapter - Processes, Reports,
Analytics (Business Intelligence Objects: Highlights; Oracle Business Intelligence
Publisher: Highlights)
Oracle Fusion Applications Common User Guide: Chapter - Processes, Reports,
Analytics: Reports and Analytics Pane: Explained
OTBI
OBIEE: http://my.oracle.com/site/pd/fmw/products/bi/index.html
Oracle Transactional BI site:
http://my.oracle.com/site/pd/fmw/products/bi/OTBI/index.html
Deep Dives (click on Business Intelligence):
http://my.oracle.com/content/web/CNT384193?levelid=r_s_ov_dd|rad=dd|pt=Deep%20
Dives|sstr=/content/web/CNT499733
Oracle Learning Library
Creating OTBI Reports with BI Composer and Analyses for Fusion HCM
https://apex.oracle.com/pls/apex/f?p=44785:24:0:::24:P24_CONTENT_ID,P24_PREV_
PAGE:7480,1
OBIEE, BI Composer, and Oracle Business Intelligence Answers
Documentation and Tutorials: http://www.oracle.com/technetwork/middleware/bi-
enterprise-edition/documentation/index.html
Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise
Edition: http://docs.oracle.com/cd/E28280_01/bi.1111/e10544/toc.htm#BEGIN
OBIEE: http://my.oracle.com/site/pd/fmw/products/bi/index.html
or
Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise
Edition:
http://docs.oracle.com/cd/E28280_01/bi.1111/e10544/bicomposer.htm#BGBEGACD

BI Composer
Guidelines for creating cross subject area reports in Oracle Transactional BI (OTBI) [ID
1567672.1]
BI Publisher
Overview, Documentation, Downloads, Community Information: External OTN BI
Publisher page: http://www.oracle.com/technetwork/middleware/bi-
publisher/overview/index.html
BIP Publisher online help: http://docs.oracle.com/cd/E23943_01/bi.1111/e22257/toc.htm
Oracle Learning Library:
Creating BI Publisher Reports with OTBI Subject Areas as Data Source
https://apex.oracle.com/pls/apex/f?p=44785:24:0:::24:P24_CONTENT_ID,P24_PREV_
PAGE:7481,1

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