3. 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
Review Question 2 12
Review Question 3 13
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
Instructor Note: Activity 2 Timing 43
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
Instructor Note: Activity 3 Timing 55
Activity 3 Introduction: Creating an OTBI Analysis Using BI Composer 56
Activity 3: Creating an OTBI Analysis Using BI Composer 57
Instructor Note: Activity 4 Timing 60
Activity 4 Introduction: Creating an OTBI Analysis Using Oracle Business Intelligence
Answers 61
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4. Activity 4: Creating an OTBI Analysis Using Oracle Business Intelligence Answers
62
Flex Fields 65
List of DFFs and OTBI Locations 67
Instructor Note: Activity 5 Timing 69
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
Instructor Note: Activity 6 Timing 79
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
OTBI Review Question 2.........................................................................91
OTBI Review Question 3.........................................................................92
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
Instructor Note: Demo 4 Timing............................................................ 114
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
Instructor Note: Activity 8 Timing.......................................................... 123
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
BI Publisher Review Question 2............................................................. 133
BI Publisher Review Question 3............................................................. 134
All Questions and Answers.................................................................... 135
Dashboards.......................................................................................... 136
Dashboard Builder............................................................................... 137
Dashboard Objects.............................................................................. 138
Instructor Note: Demo 5 Timing............................................................ 140
Demonstration 5: Editing a Dashboard ................................................... 141
Saving Customizations to Dashboards .................................................... 143
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Adding Content to a Dashboard............................................................. 144
Creating a Dashboard .......................................................................... 145
Instructor Note: Activity 9 Timing.......................................................... 146
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
Dashboards, Briefing Books, and Delivering Content Review Question 2 ...... 172
Dashboards, Briefing Books, and Delivering Content Review Question 3 ...... 173
All Questions and Answers.................................................................... 174
Integrating with Microsoft Office.............................................................. 175
Migrating Reports.................................................................................. 177
Lesson Highlights .................................................................................. 179
Lesson Resources................................................................................ 180