Customizing OTBI Enterprise Reports and Dashboards

Overview

Purpose

In this tutorial you learn how to create an analysis and add it to a prebuilt dashboard in Oracle Transactional Business Intelligence Enterprise (OTBI Enterprise).

Time to Complete

Approximately 20 minutes

Create a New Analysis

  1. Sign in to OTBI Enterprise as user with customization permissions.

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  2. The default starting page is displayed. In this example, it is the Global Workforce Health Summary dashboard.

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  3. Select New > Analysis.

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  4. Select the Human Resources – Workforce Deployment subject area.

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  5. The Analysis Editor is displayed.

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  6. In the left pane, under Subject Areas, expand Time > Gregorian Calendar.

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  7. Double-click Year Name to add it to Selected Columns.

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  8. Expand Hierarchies > Department Hierarchy.

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  9. Double-click Department Hierarchy 13 Name to add it to Selected Columns.

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  10. Expand Facts – Human Resources – Workforce Deployment > Workforce Deployment Facts.

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  11. Double-click Headcount to add it Selected Columns.

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Add a Filter to the Analysis

  1. For the Department Hierarchy 13 Name column, click the More Options button and select Filter to open the New Filter dialog box

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  2. Click the Search button next to the Value field to open the Select Values dialog box.

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  3. Double-click the following values to add them to the Selected field:
    Consulting
    Marketing
    Sales

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  4. Click OK to close the Select Values dialog box.

  5. The values are visible in the New Filter dialog box.

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  6. Click OK to close the New Filter dialog box.

  7. The filter is displayed in the Filters pane.

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View the Results

  1. Click Results.

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  2. The analysis is displayed in the default Compound Layout, which includes a Title view and a Table view.

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Modify the Compound Layout to Include a Graph View

  1. Select New View.

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  2. Then select Recommended Visualization for > Comparing Values.

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  3. The Select Visualization dialog box is displayed.

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  4. Select the Bar graph.

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  5. The bar graph is added to the Compound Layout. It may be necessary to scroll down to see the graph.

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Modify the Compound Layout Title and Remove the Table View

  1. Click the red X for the Table view to remove it from the Compound Layout.

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  2. Click the Edit View button for the Title view.

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  3. The Editing dialog is displayed.

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  4. In the Title field, enter My Headcount Analysis and deselect Display Saved Name.

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  5. Click Done to return to the Compound Layout.

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  6. The title is visible in the Compound Layout.

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Save the Analysis

  1. In the upper right corner, click the Save Analysis button to open the Save As dialog box.

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  2. In the Save As dialog box create a new folder named My Shared Folder in Shared Folders.

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  3. Name the analysis My Headcount Analysis and click OK to save it in My Shared Folder.

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Add a New Page to a Prebuilt Dashboard

  1. Click the Catalog link to open the Catalog.

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  2. Expand Shared Folders > Human Capital Management > Dashboards.

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  3. In the right pane, locate the Workforce Deployment dashboard and click Open to open the dashboard.

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  4. Notice that there are four dashboard pages.

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  5. In the upper right corner, select Page Options > Edit Dashboard to open the Dashboard Editor.

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  6. In the Dashboard Editor, click the Add Dashboard Page button to open the Add Dashboard Page dialog box.

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  7. In the Add Dashboard Page dialog box, enter My Headcount as the Page Name and click OK.

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  8. The My Headcount page is added to the dashboard.

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Add Content to the New Page

  1. In the left pane, expand Shared Folders > My Shared Folder.

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  2. Select My Headcount Analysis and drag it into the “Drop Content Here” area.

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  3. The analysis is added to the new page in the dashboard.

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  4. Click Save.

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  5. Click Run.

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  6. The dashboard displays the new page with the embedded analysis.

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Summary

In this tutorial, you learned how to create an analysis and add it to a prebuilt dashboard in OTBI Enterprise. You learned how to:

  • Create a new analysis
  • Add a filter to an analysis
  • Modify the default compound layout
  • Add a new page to a dashboard
  • Add content to a dashboard

Resources

To learn more about OTBI Enterprise for HCM Cloud Service, refer to additional documentation in the OTBI Enterprise Cloud Library.

Credits

  • Lead Curriculum Developer: Jim Sarokin

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