1Overview

This chapter contains the following:

About This Guide

This guide is intended for advanced users and administrators who want to modify and create analytics and reports and perform generic setup and maintenance tasks for business intelligence that apply to some or all product families. This guide doesn't contain information on all the tasks required for end-to-end implementation and maintenance for analytics and reports for all product families. If you're looking for certain product-specific tasks, refer to the product-specific Creating and Administering Analytics and Reports guide for your family.

Oracle Transactional Business Intelligence: Overview

Oracle Transactional Business Intelligence provides embedded real-time analytics, reports, and dashboards based on real-time transactional data in Oracle Fusion applications, allowing role-based, contextual analysis and reporting in your applications.

Analyses, reports, and dashboards are embedded and available from the Reports and Analytics panel tab in many of your application pages and work areas, and link directly to transactions and decision points. In addition to the prebuilt analyses and reports, ad-hoc analysis against relevant subject areas allows creation of new analyses and revision and changes to existing analytical objects.

Do I need to create copies of predefined reports and analyses for each user?

You don't need to create multiple versions of the same analysis or report for different users. When you view an object, it includes only the data that you have permission to view from your data security profile. In analyses and reports with hierarchical dimensions, you see information from your level in the hierarchy and downward in the hierarchy.

Viewing Analytics and Reports

Watch video

Watch: This video tutorial shows you how to find analytics and reports, and how to make the most of the viewing features. The content of this video is also covered in text topics.

Procedure

You can view analyses, dashboards, and reports on the pages and infolets you usually work with, or navigate directly to them in the business intelligence catalog using the Reports and Analytics work area and the Reports and Analytics panel tab. You can also view analytics in infolets.

Viewing Analytics in Infolets

To view analytics in infolet pages you usually work with:

  1. Explore frequently used infolet pages using the page controls and Previous and Next icons.

  2. You may find analytics displayed in infolets with summaries and aggregations or performance metrics.

  3. Click the infolet to open a detailed report, for example to view the details of transactions that are aggregated as a total.

  4. Click Done to return to the infolet page.

Viewing Objects in Familiar Work Areas and Pages

To view analyses, dashboards, and reports on the pages and work areas you usually work with:

  1. Explore frequently used pages, where you may find one or more analyses and reports available as links or embedded in parts of the page, including tabs or panel tabs.

  2. Some work areas have a Reports and Analytics panel tab, in which you can explore the catalog folders for analyses and reports specific to the work area and, if you have permission, map additional objects to the work area.

    1. Open the panel tab.

    2. Expand the Shared Reports and Analytics folder and explore the available content.

    3. Click the link for any object and see its type to determine whether it's an analysis, a report, or a dashboard.

    4. To view the object, click View.

Viewing Objects in the Reports and Analytics Work Area

To search or browse the catalog and view any analysis, dashboard, and report you have access to:

  1. Click Navigator > Reports and Analytics.

  2. Filter and search for objects:

    1. Optionally, select from the filter list to refine results by object type.

    2. Enter a name or partial name and click Search. To view objects you have marked as favorites, select Favorites in the list. Select Recent Items to view objects you have recently worked with, or a recent search to run it again.

    3. In the search results, use the icons to identify the type of the objects.

    4. Locate an analysis, dashboard, or report and select it, then click More and select View.

  3. In the catalog breadcrumb, you can also browse the catalog folders for analytics and reports.

    1. Click the Hierarchical Selector for All Folders and click My Folders or Shared Folders to explore their subfolders or contents to locate objects.

    2. Click More for an object, and then select View to open it, or Edit to modify it.

Viewing Analyses

An analysis queries against your company's data and gives you answers to your business questions. Analyses are visualizations, such as charts and tables, of a specific set of data, and may appear in your frequently used pages, or as components of a dashboard.

To view analyses:

  1. From the catalog folders or search results, open an analysis to view.

  2. Click Refresh to rerun the analysis and refresh its data.

  3. Click Print and select either Printable PDF or Printable HTML to open a printable version of the analysis.

  4. Click Export to export analysis data in various formats, for example PDF, Excel, PowerPoint, and XML.

Viewing Dashboards

Dashboards are a collection of analyses grouped together to return data. A dashboard contains analyses, prompts which filter information, and other objects that are presented on one or more pages.

To view dashboards:

  1. From the catalog folders or search results, open a dashboard to view.

  2. If available, select values for dashboard prompts to filter the dashboard.

  3. Click Apply to refine the results of all of the analyses in the dashboard.

Viewing Reports

Reports show data in a predefined format that's optimized for printing.

To view reports:

  1. From the catalog folders or search results, click a report's name to view it.

  2. Click the View Report icon.

    • Choose whether you want the report displayed as HTML or PDF for printing. Because it's optimized for printing, often PDF provides the best print results.

    • You can also export the report as RTF for editing in a word processor, or as Excel or PowerPoint.

  3. From the catalog folders or search results, you can also:

    • Click Edit to edit the report properties, layout, and data model.

    • Click Report History to view details about when the report was submitted in the past.

    • Click Schedule to schedule the report to be run.

Navigate to and search for analytics and reports in the Reports and Analytics work area and panel tab. The Reports and Analytics work area provides access to all the analytics and reports in the Business Intelligence (BI) catalog you own or have permissions for. The Reports and Analytics panel tab provides access to BI catalog content relevant to work areas where it appears. If you have appropriate roles, you can specify which reports appear in a specific work area.

Reports and Analytics Work Area

The Reports and Analytics work area is a central place for you to quickly search for and run analytics and reports that are related to your work. The work area (Navigator > Tools > Reports and Analytics) opens at the highest level of the business intelligence (BI) catalog's folder hierarchy with all objects you have marked as favorites.

  • Search the catalog by object type and name, or use saved searches.

    1. Optionally, select an object type in the list to search for analyses, reports, or dashboards.

    2. Enter a name or part of a name and click Search. Select from the saved searches, including Favorites and Recent Items, to quickly access frequently used objects.

    3. Optionally, click Add Favorites for an object to mark it as a favorite.

  • View and edit analyses and reports.

  • Navigate the catalog's folder hierarchy using the folder breadcrumb.

    1. Click the Hierarchical Selector for All Folders and select My Folders or Shared Folders to begin navigating the catalog folder contents.

    2. Click a folder in the folder breadcrumb or the results to navigate to it.

    3. Click the Hierarchical Selector within the folder breadcrumb to navigate to a parent folder and select one of its subfolders in the catalog.

  • View your favorite analyses and reports and mark objects as favorites.

    1. Select Favorites in the Saved Searches to display your favorite objects.

    2. Click Add Favorites for an object to mark it as a favorite.

    3. Click Remove from Favorites to remove an object from your favorites.

  • Create and edit analyses and reports.

    1. Click Create and select Report or Analysis.

    2. Use wizards to create your analysis or report.

  • Click an object's path to navigate to its catalog folder.

  • Click an object's name to open it.

  • Click Browse Catalog to open the catalog in Oracle Business Intelligence.

Reports and Analytics Panel Tab

You may find the Reports and Analytics panel tab on some work areas. Click the Reports and Analytics icon to open the panel tab. If you have permission, you can create analyses and reports by clicking Create and selecting an object. Open the folders to view mapped analyses and reports for the work area, and click their names to view details and to open or edit them.

Available Catalog Folders

This table describes what's in the folders of the Reports and Analytics work area and panel tab.

Folder Content

My Folders

All of the analyses and reports that you saved for your own use only.

Shared Folders

  • Reports and Analytics work area: all of the analyses and reports that you have permissions to access, including any in the Custom subfolder. Place your shared analyses and reports in the Custom folder to protect them during upgrades.

  • Reports and Analytics panel tab: All predefined analyses and reports that are relevant to your role and have been mapped to the work area.

Business Intelligence Catalog

Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in the business intelligence catalog.

Navigating to the Catalog

To navigate to the catalog:

  1. Click Tools > Reports and Analytics in the Navigator.

  2. In the Reports and Analytics work area, click the Browse Catalog button.

Identifying Objects in the Catalog

The catalog stores the BI objects in a folder structure of individual files, organized by product family.

BI objects and reports are organized in the following folder hierarchy:

  • Shared Folders (parent)

  • Product family (example: Financials)

  • Product (example: Payables)

  • Report groups (example: Invoices)

  • Dashboard reports

  • Data Models

  • Report Components

  • BI Publisher reports

  • Prompts

The following table describes the common BI objects that you find in the catalog:

Catalog Object Description Location

Analysis

Analyses are used primarily by dashboards.

Report Components folder

Dashboard

Dashboards organize analytical content and catalog objects, and present them in a meaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to filter dashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards and analyses.

Prompts folder

Report

Reports are operational reports created in Business Intelligence Publisher.

Reporting group folder

Data Model

Data models are used by reports created in Business Intelligence Publisher.

Data Models folder

Subtemplate

Subtemplates are used by reports created in Business Intelligence Publisher.

Reporting group folder

Saving Analytics and Reports: Points to Consider

You save analyses, dashboards, and reports in the business intelligence (BI) catalog, along with other objects, including prompts and filters. The catalog has a hierarchy of folders, starting with My Folders and Shared Folders. One important folder is Custom, which you find under Shared Folders and use to store your modified analytics and reports.

My Folders

You're the only one who can access anything that you save in My Folders. You can see your saved items in My Folders on the Reports and Analytics work area, but not in My Folders in the Reports and Analytics panel tab on any other work area. The only exception is when you create an analysis using the wizard in the Reports and Analytics work area, and save it in My Folders. In this case, the analysis is available in any panel tab on all work areas.

Shared Folders

If you have the appropriate roles, you can also save in Shared Folders so that your modified analytics or reports are available to anyone with the right access. You should save objects under the Custom subfolder, which has subfolders organized by product family.

Regarding predefined analytics and reports in Shared Folders:

  • You should save a copy of the predefined analysis or dashboard in the corresponding product family subfolder under the Custom folder, and edit only the copy. Directly edit predefined analytics only when necessary, to make sure that any references to the analysis or dashboard still work properly.

  • For predefined reports only, you can use a special Customize option to copy the report and also the folder structure and permissions. The copy is linked to the original, so editing the copy is like directly editing the original.

Custom Folder

Keep all modified analytics and reports in the Custom folder so that:

  • You ensure that modified copies of those objects are not affected during upgrades, which can change predefined analytics and reports outside the Custom folder. You might lose changes saved outside the Custom folder during upgrades.

  • You can easily find modified objects.

  • You can edit objects in the Custom folder without compromising security on the original objects.

When you copy an object into the Custom folder, the copied object inherits the permission settings of the Custom folder. An administrator can reset the permissions on the object and the folder that it's in.

What Happens to Modified Analytics and Reports When an Update Is Applied?

When saved in the Custom subfolder within Shared Folders, or in My Folders in the business intelligence (BI) catalog, modified analytics and reports are preserved during an update. Any modified objects in the Custom folder are preserved in any update. Changes to existing analytics and reports outside the Custom folder, including those you create, are preserved only if the update doesn't include a new version of those BI objects. If the update includes a new version of a predefined object that you edited outside the Custom folder, then:

  • The new version overwrites the existing predefined object.

  • A copy of the existing object (with your edits) is automatically created in the same folder, with a new name that indicates it's a new version.

If the update includes a new version of both the predefined object and a folder in its file path, then:

  • The new folder, along with the new version of the object, overwrites the existing predefined folder and object.

  • A copy of the existing folder (along with your edited object) is automatically created. The folder is renamed to indicate that it's a new version, but your edited object is not renamed.

Note: Future updates won't affect renamed objects or anything within a renamed folder.

Setup and Administration Overview

Tools for Administering Analytics

You can use several different tools to manage and administer your analytics. Analytics can be reports or analyses, depending on how you intend to display and distribute them.

These components support modification and administration of your analyses and reports:

  • Use the Business Intelligence catalog to interact directly with your reports and analyses. Use this interface to manage permissions, properties, and the organization of your analyses and reports.

  • Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to the running and scheduling of operational reports, such as setting up your delivery servers, managing scheduler work load, and setting run-time properties for reports.

Oracle Business Intelligence: Highlights

Business intelligence analytics and reports in the application are provided by the Oracle Business Intelligence Enterprise Edition suite. You can access many information sources about working with Oracle Business Intelligence Enterprise Edition.

The information resources cover the following areas:

  • Oracle Business Intelligence Enterprise Edition

  • Oracle Business Intelligence Publisher

Oracle Business Intelligence Enterprise Edition

Oracle Business Intelligence Enterprise Edition provides predefined and ad hoc analysis against your transactional data.

Oracle Business Intelligence Publisher

Oracle Business Intelligence Publisher is used for reports.