Business Insight offers a way to create and integrate simple business reports in Oracle Pulse for your organization, providing a business reporting view for your selected Oracle services. Business Insight uses available data to provide insight and help decision making to address your business challenges, as explained in the following sections:
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Note: The Business Insight dashboard is displayed in the navigation menu only for services where Business Insight has been enabled. To enable Business Insight for your services, please contact your Service Delivery Manager. |
The Business Insight menu (
) in Oracle Pulse uses two categories to provide data:
Key Performance Indicators (KPI) charts provide a high-level view of the current status of the KPI metrics that you requested to include in your Business Insight report. Apart from the data points in your target environment that you indicated to be used to represent your business KPI for each Business Insight report, the KPI chart also displays other highly flexible elements. For example, you can select the threshold you want to set, if any, the type of chart (pie, bar, line), or the title.
Table views are designed to allow you to gather additional details that complement the detail you get from the KPI chart. These details provide further information that help you take more insightful and proactive actions to address any developing issue. For example, the KPI chart may show the overall accounts status for Month End Closing (i.e., how many accounts are open or closed). If there are open accounts close to the end of the period, you may use the table view to review additional detail which will help you see which specific account names have the Open status, and who is a key contact point for those accounts.
To access the Business Insight dashboard:
Sign in to Oracle Pulse as explained in the Accessing Oracle Pulse section in Chapter 1, "Introduction".
The Pulse Dashboard is displayed by default.
Click Business Insight in the navigation menu.
The Business Insight page opens.
To use the Business Insight functionality, you need to work with your Service Delivery Manager to define business reports. Your SDM will help you consider which business KPIs and associated detail metrics would be appropriate for monitoring via Business Insight. Apart from the KPI and associated metrics, the SDM will guide you through the options available for Business Insight reports, such as selecting a chart type which best displays your KPI data, and setting thresholds and alerts. You will find that Business Insight reporting is very flexible to cater to your specific high-level business reporting needs.
Once you have defined your report, Oracle will create the report query and calculations to achieve the result requested. The ongoing execution and maintenance of the report will be managed by Oracle.
The content of the Business Insight metrics table varies with the standard report type you requested, or the bespoke report created by Oracle for you. Details in this table provide further insight into the summary details you see in the KPI chart and will assist you to make insightful decisions faster. Each record in the Business Insight metrics table shows the following information for the corresponding metric:
Metric Name: Identifies the name of each Business Insight report listed in the filtered table.
Environment: Identifies the application environment on which each Business Insight report listed is based. Business Insight reports can be based on Applications Unlimited environments, and may extend to other application environments.
Status: Identifies the status range associated with each Business Insight report listed. Available options include:
All
Normal
Attention Required
Click any record to see a graphical representation of the data, then click the Open Table View icon (
) for more details about the metric of your focus.
Use the metric details table to:
sort records, as explained in the Sorting Records section in Chapter 3, "Working with Oracle Pulse".
export data, as explained in the Exporting Data section in Chapter 3, "Working with Oracle Pulse".