What is Oracle Transactional Business Intelligence (OTBI)?

 Oracle Transactional Business Intelligence (OTBI) is an oracle reporting tools delivers a flexible and easy-to-use analysis tool that helps you to gain real-time insight into transactional data, understand data patterns and be alerted to key events and data anomalies.

OTBI is a fusion specific reporting tool, used by top level managements of organizations without the need for any technical knowledge. It is a flexible and easy to use analysis tool that helps gain real time insight into transactional data. These features make it extremely valuable to the top management.

OTBI

OTBI enables real-time reporting on Oracle Fusion Applications by leveraging web services to communicate with OLTP systems via ADF Entity and View Objects. In addition, OTBI offers tight security integration with the corresponding Oracle Fusion Application. With OTBI, there is no need to worry about customizing the reporting layer whenever new columns are customized in the transaction system as OTBI already supports automatic key and descriptive flex fields’ extension

Key Feature-

• Oracle Transactional Business Intelligence (OTBI) is fully integrated with Fusion HCM and requires no additional system or security configuration. 
• Fusion HCM uses trees to manage employee and organizational structure. Trees are flattened and propagated to Oracle Transactional Business Intelligence (OTBI) as reporting hierarchies so you can easily analyze data by rolling up or drilling the various hierarchies i.e. supervisor, department or position hierarchy, etc.
• Oracle Transactional Business Intelligence (OTBI) supports multi-language translation. The reporting user interface and metadata can switch to your chosen local language. 
• You can easily embed an Oracle Transactional Business Intelligence (OTBI) report or dashboard in a Fusion page through Personalization.

Development of Simple Oracle Transactional Business Intelligence (OTBI) Report

We will develop the report for below details:

• Person Number

• Date of Birth

• First Name

• Last Name

• Grade Name

• Job Name

• Department

To achieve this requirement follow the below steps.

Step 1 – 

Open the Oracle Fusion Application.

Step 2 – Navigation

Follow the below navigation,

Navigator -> Tools -> Report & Analytics -> Click on Browse Catalog

Step 3 – Creation of Simple Report 

Click on New and then Analysis

It will pop up list of predefined Subject Areas in Oracle Fusion. Select the appropriate Subject Area to develop the OTBI report. As per our requirement we are going to select “Worker Management – Worker Assignment Real Time”

It will open the report development page.

It contains 3 sections:

1) Subject Area – 

It holds all the selected subject area details.

2) Selected Columns – 

In this section we can add columns required for report.

3) Filters – 

Using this section we can add filter to restrict the data in report.

Step 4 – Adding Column in Report

As per our requirement add the columns.

Person Number, DOB, First name, Last Name are related to Worker.

Expand the Selected Subject Area then Search for Worker Folder to add above columns.

Expand Worker Folder add above mentioned columns like Person Number, DOB etc.

Then add Job, Grade and Department Name columns from respective folders. 

To run report click on results. It will give you the output.

Step 5 – Change the Column Heading

Click Column Setting -> Column Properties -> Column Format (tab)

Enable the Custom Heading check box.

Enter the required Column Heading.

Run the report again to check if column heading are changed or not.

Step 6 – Add Filter on OTBI Report.

Suppose we need to apply filter on Person Number then click Column Setting of Person Number, select Filter.

It popups filter details window. In this you can mention how you need to apply the filter based on your requirement. Run the report to check if filter is working fine.

Step 7- Save the OTBI Report.

Save the report in My Folder. You can find your report in My Folder.

Limitations of OTBI.

Access to Historical Data

Organizations that need to store years of operational data to support legal requirements may have difficulties accessing their historical data using OTBI. 

Advanced Analytics

Organizations today want to leverage their existing data assets to forecast future trends

Exporting to Excel

Excel continues to be an essential tool for business users. They need to be able to securely access and export data. However, OTBI limits Excel exports to 25,000 rows, making it a cumbersome process to work around the limitation.