To create a sample Oracle Transactional Business Intelligence (OTBI) report in Oracle Fusion, you can follow these steps:
1. Access the OTBI application: Log in to your Oracle Fusion instance and navigate to the "Business Intelligence" area. Depending on your setup, you may find it under "Tools," "Analytics and Reporting," or a similar menu option.
2. Create a new analysis: Once in the OTBI application, locate the option to create a new analysis or report. Click on it to begin building your report.
3. Select subject area: In the analysis creation wizard, you'll be prompted to select a subject area. A subject area defines the data you can access in your report. Choose the appropriate subject area that contains the data you want to include in your report. For example, if you want to create a report on sales, select the "Sales - CRM" subject area.
4. Define criteria: After selecting the subject area, you can define criteria to filter the data in your report. This step allows you to narrow down the information to be displayed. For example, you can specify a date range, specific product categories, or regions.
5. Add columns: Once you have defined the criteria, you can add columns to your report. Columns represent the fields or attributes you want to include in your report's result set. Select the desired columns from the subject area and arrange them in the desired order.
6. Apply sorting and formatting: You can apply sorting to the columns to control the order in which the data appears. Additionally, you can apply formatting options to enhance the visual presentation of your report, such as font styles, colors, and conditional formatting.
7. Create filters and prompts (optional): If you want to allow report users to dynamically filter or select data when running the report, you can add filters and prompts. Filters restrict the data based on specific conditions, while prompts allow users to input values or select from a predefined list.
8. Save and run the report: Once you have finished building your report, save it and give it a meaningful name. You can then run the report to see the results based on the defined criteria and columns.
9. Customize layout and views (optional): If you want to further customize the report's layout or create different views with different visualizations, you can explore the available options in the OTBI application. You can modify column properties, create charts, pivot tables, and more.
10. Share and distribute the report: After creating and finalizing your report, you can share it with others in your organization. OTBI provides options to schedule report deliveries via email or publish reports to specific users or groups.
These steps should provide a general framework for creating a sample OTBI report in Oracle Fusion. Keep in mind that the specific interface and options may vary slightly depending on the version and configuration of your Oracle Fusion environment.
