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9 Business Intelligence

This chapter contains the following:

Business Intelligence: Overview

Business Intelligence Catalog: Highlights

Business Intelligence Analyses and Dashboards: Highlights

Oracle Business Intelligence Publisher Reports: Highlights

Reports and Analytics Pane

Business Intelligence: Overview

Business intelligence provides select data that you can analyze to gain actionable insight. The main business intelligence tools used in Oracle Fusion Applications are Oracle Business Intelligence Enterprise Edition and Oracle Business Intelligence Publisher.

Online Analytics

Oracle Business Intelligence Enterprise Edition is integrated with Oracle Fusion Applications to provide ad hoc reporting, allowing you to view and work with analyses and dashboards.

  • Analyses: Graphs or tables that display specific sets of data

  • Dashboards: One or more pages containing multiple analyses

Oracle Fusion Applications provides predefined analyses and dashboards to support ad hoc reporting on transactional data. The overall solution for real-time reporting in Oracle Fusion Applications is also referred to as Oracle Fusion Transactional Business Intelligence.

You can also use predefined analyses and dashboards for warehouse data only if you have data warehouse implemented. Oracle Business Intelligence Applications is the data warehouse system used with Oracle Fusion Applications.

Reports

Oracle Business Intelligence Publisher is integrated with Oracle Fusion Applications to meet operational and statutory reporting requirements. You can view and schedule reports that provide data in a printable format.

Predefined reports are provided in Oracle Fusion Applications. Many are already registered as scheduled processes; you can submit and monitor them as you would any process.

Other Business Intelligence Tools

Many tables on UI pages allow you to export the rows to a Microsoft Excel workbook. You can use the exported data for analytical purposes.

Other tools are used in some product families or products, for example Oracle Real-Time Decisions and Oracle Essbase.

Access and Navigation

You usually view or work with analyses, dashboards, and reports directly on the pages that you have access to, including the Reports and Analytics pane where available in the work areas you use. In addition, the Reports and Analytics work area, which you open with Navigator - Tools - Reports and Analytics, provides all business intelligence analyses, dashboards, and reports that you have access to.

Note

For lists of predefined reports and analytics, see assets with the Report type in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com). You can also find information about predefined scheduled processes by viewing assets with the Scheduled Process type.

Business Intelligence Catalog: Highlights

Business intelligence objects, including analyses, dashboards, and Oracle Business Intelligence (BI) Publisher reports, are stored in the Oracle Business Intelligence Presentation Catalog, which is part of Oracle Business Intelligence Enterprise Edition. For Oracle Fusion Applications, the catalog can also contain some financial reports.

You can access the entire catalog whenever you navigate from Oracle Fusion Applications to Oracle BI Enterprise Edition, for example through the Reports and Analytics pane. The exact BI objects that you have access to within the catalog, and what you can do with those objects, depends on security.

The Oracle BI Presentation Catalog is described in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.

Using the Catalog

Business Intelligence Analyses and Dashboards: Highlights

Business intelligence analyses and dashboards are interactive analytics that display select data to aid in decision-making. An analysis extracts a specific set of data and presents that information in a graph or table. Analyses usually use real-time (transactional or operational) data. A dashboard is one or more related pages containing multiple analyses and possibly other content.

Analyses and dashboards are part of Oracle Business Intelligence (BI) Enterprise Edition functionality and categorized in the Oracle Business Intelligence Presentation Catalog, as well as the Reports and Analytics pane, with the Analysis and Dashboard type. In addition to viewing predefined analyses and dashboards, you can create and edit analyses and dashboards if you have the appropriate roles.

Note

Creating dashboards is currently not available in Oracle Cloud implementations.

Analyses and dashboards are described in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition. As you read content from this guide, note that the guide is describing Oracle BI Enterprise Edition, not analyses and dashboards specifically in Oracle Fusion Applications.

For lists of predefined analyses and dashboards, see assets with the Report type in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com).

Viewing Analyses and Dashboards

Creating and Editing Analyses

Create and edit analyses using either BI Composer, a wizard for creating and editing analyses, or Oracle Business Intelligence Enterprise Edition. When you edit predefined analyses, whether you perform a save or save as, you can only save a copy in either My Folders or the Custom folder within Shared Folders. Only administrators with appropriate roles (not available in Oracle Cloud implementations) can edit predefined analyses directly and save to any folder in the catalog that they have access to.

Creating and Editing Dashboards

Oracle Business Intelligence Publisher Reports: Highlights

Oracle Business Intelligence (BI) Publisher reports are used in Oracle Fusion Applications for high volume reporting, for example payroll reports, as well as statutory reports and other highly formatted, detailed reports. In the Oracle Business Intelligence Presentation Catalog and the Reports and Analytics pane, they are categorized with the Report type.

One main way to view and perform other actions on Oracle BI Publisher reports is to use the Reports and Analytics pane. Depending on the action, the report might open in Oracle Business Intelligence Enterprise Edition. This application has the same functionality for Oracle BI Publisher reports as the Oracle BI Publisher application itself.

Oracle Business Intelligence Publisher is described in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Publisher and the Oracle Fusion Applications Extensibility Guide for Business Analysts.

For lists of predefined reports, see assets with the Report type in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com).

Viewing and Scheduling Reports

Creating and Editing Reports

Reports and Analytics Pane

Using and Creating Reports in the Reports and Analytics Pane: Highlights

The Reports and Analytics pane provides a central place for you to quickly view or run any operational or analytical report relevant to your work. The pane is available in many work areas across Oracle Fusion Applications, and contains links to reports specific to the work area. You can also select Navigator - Tools - Reports and Analytics to go to the Reports and Analytics work area, which contains links to all reports that you have access to.

The Reports and Analytics pane contains a Shared Folders area and may also contain a My Folders area if you have saved any personal reports. Each area contains a hierarchy of folders that may contain items of three types:

  • Analysis: Graph or table that displays specific sets of data

  • Dashboard: One or more pages containing multiple analyses

  • Report: Data in a predefined, printable format, often registered as a scheduled process so you can submit and monitor the report as you would any process

Using Reports and Analytics

Creating Reports and Analytics

Saving Reports from the Reports and Analytics Pane: Points to Consider

From the Reports and Analytics pane, you can create business intelligence (BI) analyses, dashboards, and reports if you have appropriate roles. For the Reports and Analytics pane, these BI objects are generically referred to as reports.

The availability of the new report in the Reports and Analytics pane depends on where you save it in the Oracle Business Intelligence Presentation Catalog and how administrators map the report to the pane.

My Folders

When you create a report, saving it in the My Folders area within the Oracle BI Presentation Catalog means that only you have access to it. If the report was created in Oracle Business Intelligence Enterprise Edition, then the report is available in the Reports and Analytics work area, but not the Reports and Analytics pane in any other work area.

Custom Folder

If you have access to the Shared Folders area in the catalog and save the report in the Custom folder, then the report is available in the Reports and Analytics work area to anyone with access to the folder. Administrators with such access can then map the report to specific work areas for the report to be available in the Reports and Analytics pane.

Note

The actual access to the report in the Reports and Analytics pane depends on security. Even if a report is mapped and available in a work area, only users with permissions to access that work area and the report itself can see the report in the Reports and Analytics pane.