Oracle Fusion HCM OTBI - Chapter 8: Creating Dashboards in OTBI

 Oracle Fusion HCM OTBI - Chapter 8: Creating Dashboards in OTBI

📖 Content

What is an OTBI Dashboard?
A dashboard is a collection of reports (analyses), prompts, and visualizations presented on a single page or tabbed layout. Dashboards in OTBI allow users to interact with multiple insights in one place—ideal for HR, payroll, or finance users monitoring KPIs and trends.

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🛠️ Steps to Create a Dashboard

✅ Step 1: Go to the OTBI Home Page

• Navigate to Catalog > My Folders (or a Shared Folder where you have write access).

✅ Step 2: Click New > Dashboard

• Enter a dashboard name.

• Choose the location to save it (My Folders or Shared Folders).

✅ Step 3: Add Dashboard Pages and Sections

• You can have multiple pages in one dashboard.

• Each page can have sections and columns to structure layout.

✅ Step 4: Drag Items into the Dashboard

• Drag existing saved analyses, graphs, pivot tables, and prompts from the catalog pane.

• Arrange them into columns or sections.

✅ Step 5: Customize Layout and Properties

• Use the Properties icon on each section to:

  • Set display options

  • Hide/show sections conditionally

  • Control border, padding, and layout

✅ Step 6: Save and Run the Dashboard

• Click Save.

• Click Run to test the live dashboard.

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📊 Use Case Examples

🧑‍💼 HR Manager Dashboard:

• Active employees by department (Bar chart)

• Gender distribution (Pie chart)

• Monthly hiring trend (Line graph)

• Prompt: Select Business Unit

💰 Payroll Dashboard:

• Employees with missing time entries (Table)

• Payroll status summary (Performance Tiles)

• Prompt: Payroll Period selection

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🧠 Tips for Effective Dashboard Design

Tip	Benefit
Group related reports together	Improves readability
Use consistent chart types	Makes data easier to compare
Apply prompts to entire page	Enables flexible user input
Test with different roles	Ensure proper data security

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🎓 Real-Time Scenario Example:

Create an HR dashboard that allows selection of a department and shows:

• Employee count by gender

• Table of employees with job and grade

• Performance tile showing total active employees

• Use a Department prompt at the top.

• Add saved reports for the visualizations.

• Save in Shared Folders > Human Resources > Dashboards.

🔹 Next Steps

• Previous Chapter:  Oracle Fusion HCM OTBI - Chapter 7: Creating Charts and Graphs in OTBI

• Next Chapter: Oracle Fusion HCM OTBI - Chapter 9: OTBI Subject Areas – Deep Dive