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

 

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

📖 Content

Why Use Charts and Graphs in OTBI?
Visualizations like bar graphs, pie charts, and line graphs help users understand patterns, trends, and summaries more easily than raw tables. OTBI supports multiple chart types that can be customized and embedded into dashboards.

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📈 Chart Types Available in OTBI

✅ 1. Bar Chart

• Good for comparisons (e.g., headcount by department)

✅ 2. Pie Chart

• Shows percentage distribution (e.g., gender split)

✅ 3. Line Graph

• Used for trends over time (e.g., monthly hiring trend)

✅ 4. Stacked Bar

• Breakdown within categories (e.g., job levels within business units)

✅ 5. Gauge & Performance Tiles

• Display KPIs and thresholds visually

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🛠️ Steps to Create a Chart in OTBI

Step 1: Create an Analysis

• Use any subject area (e.g., Worker Assignment Real Time)

Step 2: Add Columns

• For example: Department Name (Category), Person Number (Measure with “Count”)

Step 3: Go to Results Tab

• Default view is a table

Step 4: Add a Chart

• Click New View > Graph > Bar Chart (or any type you prefer)

• Assign roles:

  • Category Axis: Department Name

  • Values: Count of Person Number

• Customize layout, labels, colors

Step 5: Format Chart

• Click on chart view → Properties:

  • Add title

  • Format fonts/colors

  • Adjust axis titles

  • Enable tooltips

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🎓 Real-Time Scenario Example:

A manager wants a pie chart showing employee distribution by gender.

• Subject Area: Workforce Management – Person Real Time

• Columns:

  • Gender

  • Person Number (use “Count” aggregation)

• Chart Type: Pie Chart

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📊 Tips for Effective Visualization

Tip	Why It Matters
Use filters before charting	Avoid performance issues with large data
Don’t overuse pie charts	Better for small category counts
Use consistent color schemes	Improves dashboard readability
Include legends and titles	Helps non-technical users

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🚀 Bonus:

You can combine multiple visual views (e.g., bar + KPI tile) into one report layout to build engaging dashboards.'

🔹 Next Steps

• Previous Chapter:   Oracle Fusion HCM OTBI - Chapter 6: Working with Folders and Columns in OTBI

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