Oracle Fusion HCM OTBI - Chapter 4: Creating a Basic OTBI Analysis
📖 Content
What is an OTBI Analysis?
An analysis in OTBI is a report built using subject area data, allowing users to extract, view, and interact with business information in tables, graphs, or pivot formats.
🛠️ Steps to Create a Basic OTBI Analysis
✅ Step 1: Navigate to OTBI
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Open Oracle Fusion HCM.
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Go to Tools > Reports and Analytics or Navigator > Reports and Analytics.
✅ Step 2: Create New Analysis
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Click New > Analysis.
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Choose a subject area (e.g., Workforce Management – Worker Assignment Real Time).
✅ Step 3: Add Columns to the Criteria
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Drag and drop required fields such as:
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Person Name
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Job Name
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Department Name
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Assignment Status
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✅ Step 4: Preview the Report
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Click on the Results tab.
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The data appears in a table layout by default.
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You can switch to chart, pivot, or performance tile views.
✅ Step 5: Save the Report
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Click Save As.
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Save it under My Folders or an appropriate folder in Shared Folders.
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Name the report appropriately, e.g.,
Active Employees by Department.
💡 Real-Time Scenario Example:
An HR analyst wants to generate a quick list of active employees showing their job titles and departments.
Use Workforce Management – Worker Assignment Real Time
Apply a filter in the Criteria Tab: Assignment Status = 'Active'
Add columns: Person Number, Full Name, Job, Department
📊 Output Options in Results Tab:
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Table – Default format for quick summaries
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Pivot Table – Best for cross-tab analysis
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Graph – Ideal for trends and distributions
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Performance Tile – Great for KPIs
🔐 Security Note:
Your access to data and subject areas depends on your HCM security roles. If you don’t see certain data, ensure your user role includes access to that subject area.
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