Oracle Masterclass

Oracle Cloud ERP Report and Analytics | What are Cloud ERP reporting Options | what is OTBI


What is Oracle Cloud Reporting?

  • Use Analyses and Dashboards to find the answers that you need from key business data displayed in Graphical Formats.
  • Oracle Fusion Applications uses the Oracle Business Intelligence platform to provide Reports and Analytics.
  • Analytics (analyses or analytical reports) are Visualizations (such as charts and tables) of a specific set of data.
  • Dashboards are a collection of reporting components grouped together to deliver a coherent view of related data.
  • Provides different report types to satisfy different Reporting Requirements.

Different ways of Oracle Cloud ERP Reporting

Reporting ToolsReport Type
General Accounting Dashboard and Account InspectorAccount Groups
Reports and AnalyticsOracle Transactional Business Intelligence Objects
BI CatalogAll Report Types, Except Oracle Business Intelligence Publisher Reports
Enterprise Performance Management Workspace Reports, Books, Snapshot Reports, Snapshot Books, Financial Reporting Batches, and Batch Scheduler
Enterprise Scheduler SystemOracle Business Intelligence Publisher Reports

Financial Reporting Studio

  • General Ledger Balances
  • Financial and Management Reports
  • Professionally Formatted
  • Real-time and Static data
  • Multi-level drill down

Account Inspector and Sunburst

  • Account groups are used to monitor key accounts in General Ledger
  • Account groups are used only in General Ledger

SmartView Reports

  • Users can view, import, manipulate, distribute, and share data
  • Comprehensive tool for accessing and integrating Enterprise Performance Management, Business Intelligence, and General Ledger content from Microsoft Office products
  • Ability to create and refresh spreadsheets to access real-time account balances and activity

Oracle Transactional Business Intelligence 

  • Included as part of the Oracle Cloud Apps licenses and does not need any additional setup
  • Provides you real-time and Self-service reporting solution in Fusion
  • OBIEE answers provide users with an ability to access the out of the box functional subject areas
  • Users can create reports by simply dragging and dropping columns to create reports

Creation of OTBI Reports

  • In OTBI, fusion has already given the predefined views that fetch data from the Balance cubes
  • Users just need to select the appropriate view/Subject area
  • Users can add filters, custom formulae and use the different views which are provided
  • Save and Run the Report

BI Publisher Reports

  • Enables to design and create report layout templates with the more common desktop applications.
  • With a single template, it can generate reports in many formats (PDF, RTF, Excel, HTML, and so on) in many languages.
  • Dramatically reduces report maintenance, enabling power business users to adjust report templates without the involvement of IT resources.

Creation of BI Publisher Reports

  • Create a Data model based on a SQL query
  • View and Save the Sample Data of the Data Model
  • Create a Report based on the Data Model
  • Design a Template/Layout
  • Save and Then Run the Report

Custom Layout Templates

  • All reports delivered with Oracle Fusion Applications include at least one predefined layout template
    Defines the presentation components and maps the elements from the data model to these components
  • Types of templates
    • RTF
    • Templates created using BI Publisher’s layout editor
    • eText template-specifically for electronic data interchange (EDI) and electronic funds transfer (EFT)

Custom Layout Templates – RTF

We can create our own custom RTF template by performing below steps: –

Create a data model – Generate the XML data file for the data model – Save the XML Data file locally – Open word and load XML data – Design the RTF template – Save the RTF file – Create a report/extract based on the data model – Upload the RTF template created against that report layout

Enterprise Scheduler Job

A program that you run to process data and, in some cases, generate output as a report, extract file or executing some actions like validation of a document, accounting, purging/ deletion of certain data/document etc.

Users can submit these jobs as an adhoc process, or it can be automated to be run at a certain time

We can group related jobs in a job set to be executed in a defined sequence

Oracle cloud ERP an Introduction | What is ERP? The need of ERP? | What is Cloud ERP?
Oracle cloud approvals | What is Approval? How BPM/Approval works

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