Oracle Fusion HCM OTBI - Chapter 20: Advanced OTBI Features and Customization in Fusion HCM
📖 Content
Advanced OTBI Features and Customization in Fusion HCM
While OTBI provides powerful out-of-the-box reporting solutions, advanced features and customizations allow you to tailor reports even further, providing more in-depth insights into your organization’s HR data. By leveraging these advanced capabilities, you can create complex reports, personalize your reporting environment, and incorporate business-specific logic into your reports.
This section covers advanced OTBI features and techniques that will help you create custom reports and enhance the user experience.
🛠️ Advanced Features in OTBI for Fusion HCM
OTBI is more than just a tool for basic reporting. The advanced features available allow you to build more detailed, dynamic, and useful reports for a variety of HR purposes.
✅ 1. Custom Subject Areas
OTBI allows you to create custom subject areas when the default subject areas do not meet your reporting needs. This enables you to access specific data from custom configurations or third-party integrations.
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Example: If your organization tracks custom HR data fields (e.g., training completion status, internal job movements), you can create a custom subject area to include these fields in your reports.
✅ 2. Complex Report Filters and Criteria
OTBI allows you to define complex filters and criteria, enabling you to create highly specific reports. Filters can include multiple conditions and can use AND/OR logic to combine them.
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Example: You can create a report that filters for employees in a specific department who completed training programs within the last six months and have a performance rating above a certain threshold.
✅ 3. Using Calculations and Formulas
OTBI allows you to create calculated fields using formulas and custom expressions. This feature is useful when you need to perform calculations based on the data within the subject area.
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Example: You can create a custom Performance Score calculation that combines ratings, goal completion percentages, and training participation. This can help assess employee performance holistically.
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Sample Formula:
✅ 4. Use of BI Publisher for Advanced Formatting
While OTBI provides robust reporting capabilities, you can integrate with BI Publisher to enhance report formatting and distribution. BI Publisher allows you to create complex, highly formatted reports, like PDF or Excel files.
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Example: You can create a comprehensive performance review report that includes detailed performance summaries, manager feedback, and future goals, formatted in a polished layout.
📊 Personalizing Your OTBI Environment
A personalized OTBI environment improves user adoption and ensures that HR users can quickly access the most relevant reports. OTBI allows for customization at the user level, enabling HR staff to tailor their reporting experience to suit their specific needs.
✅ 1. Custom Dashboards
Dashboards provide a visual summary of key performance indicators (KPIs) and other critical data. OTBI allows you to design and customize dashboards to display HR data that is most important to you.
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Example: Create a performance dashboard that shows:
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Employee performance ratings by department.
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Goal completion rates across the organization.
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Training program participation rates.
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✅ 2. Custom Folders and Favorites
Organize your frequently used reports into custom folders for easier access. You can also mark reports as favorites for quick retrieval.
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Example: Set up folders for:
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Monthly Payroll Reports
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Quarterly Performance Reviews
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Annual Training Data
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Add frequently accessed reports to your Favorites for one-click access.
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✅ 3. Personalized Alerts and Notifications
Set up alerts to receive notifications when specific criteria are met. For example, you could set up an alert to notify HR managers when a performance review is due for an employee.
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Example: Set up an alert for employees who have not completed mandatory training programs, or for managers when a performance evaluation deadline is approaching.
🔄 Customizing OTBI Reports for Business Logic
Customization of OTBI reports is essential to reflect the unique business processes and requirements of your organization. By incorporating custom logic, you can ensure that the reports you generate reflect your company's specific HR processes.
✅ 1. Custom Business Rules and Logic
OTBI allows you to create custom rules and conditions within reports. These rules can incorporate business logic specific to your organization, such as target goals, performance benchmarks, or custom KPIs.
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Example: Set up a custom rule to calculate the bonus eligibility for employees based on their performance score and goal achievement.
✅ 2. Cross-Subject Area Reporting
You can create cross-subject area reports, which combine data from multiple subject areas. For example, you might combine employee performance ratings with training completion data to evaluate how training impacts performance.
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Example: A report that links employee performance to training participation and generates insights on whether specific training programs correlate with higher performance ratings.
✅ 3. Custom Report Output
OTBI allows you to define the output format for reports based on your organization's needs. You can format reports to be more user-friendly or designed for external stakeholders.
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Example: Generate a monthly performance report in a format that includes both visuals (charts) for internal use and PDF reports for external distribution.
🧑💻 Real-Time Scenario Example:
You are tasked with creating a report that helps track the impact of recent leadership training programs on employee performance across departments.
Step 1: Choose the Employee Performance Real Time and Training Participation Real Time subject areas.
Step 2: Join these subject areas by Employee ID to combine performance ratings with training participation data.
Step 3: Add custom calculations to assess the performance improvement for employees who completed the training program.
Step 4: Filter the report to show employees who completed leadership training and display the performance ratings before and after the training.
🔧 Advanced OTBI Report Filters and Formatting
Using advanced filters and conditional formatting allows you to focus on key insights, such as highlighting employees with below-target performance or marking employees who need additional training interventions.
✅ 1. Conditional Formatting
You can set conditional formatting to highlight specific values (e.g., performance scores below a certain threshold) within your reports. This can draw attention to critical data and aid in decision-making.
✅ 2. Advanced Report Grouping and Sorting
Advanced grouping and sorting options enable you to organize data meaningfully. For example, you could group employees by department and sort them by their performance ratings or goal completion percentages.
🧩 Combining OTBI with Other Fusion HCM Modules
OTBI works seamlessly with other Fusion HCM modules, such as Talent Management, Learning, and Payroll. By integrating data from these modules, you can create comprehensive reports that provide insights into an employee's complete journey within the organization.
✅ 1. Integrated Talent Management Reports
You can combine performance management data with recruiting and talent pool information to create reports that assess new hires' performance in comparison to long-tenured employees.
✅ 2. Payroll and Compensation Reports
By linking payroll data with performance metrics, you can evaluate whether employee compensation is aligned with their performance and contribution to the organization.
⚡ Best Practices for Advanced OTBI Customization
| Best Practice | Why It Matters |
|---|---|
| Regularly update custom subject areas | Ensures that reports reflect the latest business rules and data. |
| Use calculated fields for dynamic insights | Allows you to create real-time, actionable data from raw information. |
| Create a standard reporting framework | Helps ensure consistency in reporting and avoids confusion across the organization. |
| Test reports before final deployment | Prevents errors and ensures that reports are accurate and complete. |
🔹 Next Steps
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