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Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service Reporting and Analytics for Business Users
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A Customizing the HR Executive Dashboard

The HR Executive dashboard can be customized to suit your organization's specific requirements.

Any customizations you make to the delivered objects are overwritten when any updates are applied to your OTBI Enterprise environment. Therefore, Oracle recommends that you perform the following steps:

  1. Create a copy of the HR Executive dashboard, Organization Detail dashboard, and any reports or filters you wish to customize.

  2. Save the copies to the \Shared Folders\Custom\Human Capital Management\ directory.

If you want to apply specific data filters to all of the reports displayed in the HR Executive Dashboard, you can modify the shared filters. For example, if you always want to exclude a specific set of departments from the reports displayed in the HR Executive Dashboard, you can modify the shared filters to never include those departments in any reports on the dashboard.

The shared filters are as follows:

  • \Shared Folders\Human Capital Management\Human Resources - Compensation\Role Dashboards\HR Executive\Global\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Payroll\Role Dashboards\HR Executive\Global\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Recruitment\Role Dashboards\HR Executive\Global\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Workforce Deployment\Role Dashboards\HR Executive\Global\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Workforce Gains and Losses\Role Dashboards\HR Executive\Global\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Compensation\Role Dashboards\HR Executive\Organizations\Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Payroll\Role Dashboards\HR Executive\ Organizations \Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Recruitment\Role Dashboards\HR Executive\ Organizations \Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Workforce Deployment\Role Dashboards\HR Executive\ Organizations \Dashboard Filter

  • \Shared Folders\Human Capital Management\Human Resources - Workforce Gains and Losses\Role Dashboards\HR Executive\ Organizations \Dashboard Filter

Note:

You must apply any modifications to these filters every time your OTBI Enterprise environment is patched or upgraded.

Customizing Analytics Library Content

OTBI Enterprise is delivered with a library of pre-built analytic reports to help you save time with your implementations and make it easy for you to create advanced analyses with the rich library of metrics available. These delivered reports are stored in the following OTBI Enterprise web catalog directory: \Shared Folders\Human Capital Management\Analytic Library. For your convenience, the reports are organized into sub-folders that represent major topics.

You can add the delivered reports to any dashboard that you create, or you can copy the delivered reports and customize them to your meet your specific needs. The delivered reports are designed to support dashboard prompts, and many of them already have several filter criteria defined, including many of them set to "Is Prompted."

If you do not place a delivered report on a dashboard, you must either add report prompts to the report, or explicitly set filter values for the report. This enables you to avoid instances where the report does not return data due to too much data queried by the application.

Any customizations you make to the delivered objects are overwritten when any updates are applied to your OTBI Enterprise environment. Therefore, Oracle recommends that you create a copy of the delivered reports found in the Analytic Library and save them to the \Shared Folders\Custom\Human Capital Management directory.

Configuring Bands

As part of the OTBI Enterprise setup process, your implementer defines a set of mappings between values in your Oracle Fusion HCM application and OTBI Enterprise. Many of these mappings can be modified to fit your specific business needs.

You may want to have your administrator or implementer alter, remove, or add bands to the following configurable mappings:

  • Age Bands — OTBI Enterprise can segment workers according to their age. Out of the box OTBI Enterprise defines a set of six age bands.

  • Performance Bands — OTBI Enterprise can segment workers according to their performance rating. Out of the box OTBI Enterprise defines a set of six performance bands.

  • Length of Service Bands — OTBI Enterprise can segment workers according to their tenure with the company. Out of the box OTBI Enterprise defines a set of seven length of service bands.

  • Period of Placement Bands — OTBI Enterprise can segment contingent workers according to their time of placement with the company. Out of the box OTBI Enterprise defines a set of seven period of placement bands.

  • Compa-Ratio Bands — OTBI Enterprise can segment workers according to their compa-ratio. Out of the box OTBI Enterprise defines a set of eight compa-ratio bands.