Oracle Fusion HCM OTBI - Chapter 3: Navigating the OTBI Interface
📖 Content
Getting Started with OTBI Interface
The OTBI interface is user-friendly and designed to allow business users to quickly access and analyze Fusion HCM data. You access OTBI from within Oracle Fusion HCM via the Navigator > Reports and Analytics path or through Tools > Reports and Analytics.
🔍 Main Sections of the OTBI Interface
1. Home Page
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Overview of recent items (analyses, dashboards, prompts)
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Quick access to create or browse content
2. Catalog
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Central repository for all saved objects like analyses, dashboards, folders, prompts
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Folders include:
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My Folders – Personal workspace
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Shared Folders – Available to users with required permissions
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Subject Areas – Access point for building new reports
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3. New > Analysis
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Opens the subject area selection
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Allows you to create a new report/analysis
4. Criteria Tab
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Main workspace to drag and drop fields
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Apply filters, add columns, sort data
5. Results Tab
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Visual output of the report
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Customize layout: table, graph, pivot, etc.
6. Prompts Tab
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Create user input prompts to filter data dynamically
7. Advanced Tab
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View the underlying XML and SQL
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Useful for performance tuning and advanced control
🎓 Real-Time Scenario Example:
You’re asked to create a quick report showing employee names, their department names, and current assignment status.
Navigate to: New > Analysis > Workforce Management – Worker Assignment Real Time
Drag and drop fields: Person Name, Department Name, Assignment Status
Click Results to preview your report
✅ Tips for Efficient Navigation
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Use breadcrumbs at the top to trace your path inside folders.
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Pin commonly used reports to the home screen for quick access.
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Save often while editing reports to avoid session timeout loss.
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Use column filters directly in the Criteria tab for cleaner output.
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