8Business Intelligence

This chapter contains the following:

In business intelligence, you analyze data to gain insight that you can act on and gather information to meet specific requirements. You can use different types of predefined analytics and reports or create and edit them to support your business needs.

Analyses, Dashboards, and Reports

There are three main objects you use to analyze your data and business.

Object What It Displays What You Use It For

Analysis

Data in an interactive format, for example a table or graph.

Summarize or break down simple, real-time data, which helps you in taking short-term decisions.

Dashboard

A collection of analyses and other content, presented on one or more pages, or tabs.

Get various pieces of information about a particular subject.

Report

Data in a predefined format that provides little or no interaction.

Get high-volume data in a high-fidelity output optimized for printing, for example in documents to support internal operations, statutory requirements, and other business needs.

Note: You can export tables on UI pages to Microsoft Excel workbooks, where available, and use the exported data for analytical purposes.

For more information, see the Creating and Administering Analytics and Reports guides and the Using Analytics and Reports guides (if available) for your products.

Create and Edit Analytics and Reports

You can create and edit analytics and reports for your own use, or make changes to objects for others, if you have the appropriate roles to do so.

Here are a few examples of the changes you can make.

  • Add or remove columns from an analysis.

  • Change the branding logo on report output.

  • Create a dashboard to include your most commonly viewed analyses.

For more information about creating and editing analytics and reports, see the Creating and Administering Analytics and Reports guides for your products.

There are different ways to view and work with your analytics and reports. You can view analyses, dashboards, and reports in the course of your work, on your usual pages and infolets. Or you can find them in the business intelligence catalog with the Reports and Analytics work area and the Reports and Analytics panel tab.

View Analytics in Infolets

Use your favorite infolet pages to find analytics.

  1. Use the page controls and Previous and Next icons to explore infolet pages in the home page, where they may appear in infolets with summaries and aggregations or performance metrics. You may also find infolets in some work areas.

  2. Click an infolet to open a detailed analysis. So for example, if an infolet has transactions summed to a total, click it to view details of the underlying transactions.

  3. Click Done.

View Objects in Familiar Work Areas and Pages

Use analyses, dashboards, and reports available in your usual pages and work areas.

  1. Explore your pages. Some may include analysis and report links or embedded objects, sometimes in tabs or panel tabs.

  2. Some work areas have a Reports and Analytics panel tab, where you explore catalog folders for relevant analyses and reports for the work area. And if you have permission, you can map more objects to the work area if they're appropriate.

    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. Click View to open the object.

View Objects in the Reports and Analytics Work Area

Use the Reports and Analytics work area to search or browse the catalog and view any analysis, dashboard, or report you have access to. It opens at the highest level of the catalog's folder hierarchy with all objects you have marked as favorites.

Here are some things you can do in the Reports and Analytics work area.

  1. Click Navigator > Tools > Reports and Analytics.

  2. Filter and search for objects:

    1. From the Filter list, select what you want to find.

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

    3. In the search results, use the icons to identify what the objects are.

    4. Click the name of an object to open it, or click More and select an action.

  3. In the breadcrumbs, browse the catalog folders for analytics and reports. Click any Hierarchical Selector icon to select a different node for the next level in the hierarchy.

  4. Mark objects as favorites.

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

    • Click the Add Favorites icon for an object to mark it as a favorite.

    • Click the Remove from Favorites icon to remove an object from your favorites.

  5. Create and edit analyses and reports.

    1. Click Create and select Report or Analysis.

    2. Use wizards to create your analysis or report.

  6. Click the Browse Catalog button (or click the More icon for a specific report, dashboard, or analysis) to use more features.

View Analyses

An analysis queries against your company's data and answers business questions with visualizations, such as charts and tables. They may appear on your pages, or as parts of a dashboard.

  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.

  4. Click Export to get analysis data in various formats, for example PDF, Excel, PowerPoint, comma-separated value (CSV), and XML.

    Note: When you export data in a CSV format, dates are exported in raw format and converted to UTC time zone.

View Grouped Analyses in Dashboards

Some analyses are grouped in dashboards to give you meaningful related information. A dashboard contains pages of analyses, prompts that filter information, and other objects.

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

  2. Select values for any dashboard prompts to filter the dashboard.

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

View Reports

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

  1. From the catalog folders or search results, open a report.

  2. Click the View Report icon if you want a different format.

    • Choose HTML or PDF to display the report in a format for printing. Because it's optimized for printing, PDF often provides the best 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 do these tasks:

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

    • Click Report History to see details about past submissions of the report.

    • Click Schedule to schedule the report to be run.

Here are some resources to help you get started.

Infolets

Overview of Infolets

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on. You can use infolets arranged in tabs in the Analytics section of your home page. If you're using a panel or banner layout, use the page control icons to use the infolets.

Here are a few things to know about infolets.

  • Infolets have a front view, and might have a back and expanded view. Use the Back View, Front View, and Expanded View icons at the bottom corners of an infolet to open these views.

  • Your current infolet view persists as the default view the next time you sign in. For example, if you viewed a back view of the infolet in your last session, you will see the same view by default in your next session.

  • Some infolets might also contain links to detailed reports. You can click anywhere in the infolet area to drill down to the detailed report.

  • You can also personalize the infolets. For example, you can move or hide them on the infolets page.

  • If you don't see infolet pages on your home page, then your administrators must have disabled them to show on the home page.

Note: Some SCM or Procurement Cloud infolets might function differently from other infolets.

Here's how an infolet page looks.

A page showing infolets.

Personalize Infolets

You can personalize the infolets on your infolets page, such as you can edit their titles and views, move them, or hide or show specific infolets on the infolets page.

Edit Infolet Titles and Views

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Title and Views.

  2. Edit the infolet title, and enable or disable the infolet views.

  3. Click Save and Close.

Reorder Infolets

You can change the position of an infolet within an infolet page.

  1. Click the Infolet Repository icon, and select Reorder Infolets.

  2. In the Reorder Infolets dialog box, select the infolets, and use the arrows to reorder them.

    Tip: To select multiple infolets, press the Ctrl key, and then select them.
  3. Click Apply.

Hide or Show Infolets

To hide an infolet from an infolet page, click the Infolet Repository icon, and deselect the infolet from the list of infolets.

Tip: Alternatively, click the Actions icon on the top right corner of the infolet, and select Hide.

To show a hidden infolet on an infolet page, click the Infolet Repository icon, and select the infolet from the list of infolets.

Oracle Supply Chain Management (SCM) and Procurement Cloud infolets are visual, actionable, and personalized information cards summarizing critical data about specific objects. These infolet cards are combined in a SCM or Procurement home experience or work area home page to make key performance indicators easy to view, understand, and act upon.

You can do the following with infolet cards:

  • Flip or expand the card to view additional details about the object featured in the infolet card.

  • Drill down to more details by navigating to relevant manage pages from the infolet view.

  • Change the context of the card either at page level or at view level.

  • Hide infolet cards.

  • Reorder infolet cards.

Flip and Expand Card

Some infolet cards have a back view or an expanded view that provides additional information relevant to specific aspects of the object being featured in the infolet card. The back and expanded views of the infolet card display additional levels of detail and expose useful information relevant to the object. Based on how the infolets have been configured, you can then navigate to either the back view or the expanded view.

To see different views of the infolet card, do the following:

  • Click the Back View icon present on the infolet card to see the back view with additional information about the object.

    • To return to the front view, click the Front View icon present on the infolet card.

  • The expanded view is available from either the front view or the back view. Click the Expanded View icon to see useful information about the objects. Click the Front View or Back View icon to return to the view you started with.

Additional Pages

Click the number or an element like a segment on the pie chart of the infolet card to navigate to relevant manage pages with additional, in-context information. Drill down to view additional relevant information on related objects that will help you to act on the latest and critical data points. For example, suppose you have an infolet card that displays draft orders with errors. Each number or the segment of the graphical element represents the different error conditions such as pricing errors, processing constraint errors, and so on. Click the segment that represents draft orders in pricing errors to see the names and additional details of all the draft orders with pricing error.

Context Selector

To view different perspectives of the same data, use context selectors. Two types of context selectors are available: at the page level, and at the view level. Only some of the infolet cards have the view-level context selectors, while only some pages with infolet cards have page-level context selectors. Context selectors aren't present on all infolet cards and pages. If you change the context of the card on any view of the card, these changes may not necessarily reflect on the alternate views of the infolet card.

  • Each view of the infolet card may have a view-level context selector located after the title of the card. Select from the list of available contexts and the view is updated based on that context. The view-level context can be different on each view of the card.

    For example, you may have an infolet card that displays information about fulfilled orders for different time periods. Use the context selector to see information about orders that were fulfilled in the last three months.

  • The page-level context selector is available on a tool bar of the page. The page-level context selector is similar to the view-level context selector, except that all the cards on the page will display data as per the filters set in the page-level context list. Click the View By icon on the tool bar of the page. Select the contexts from the two available lists in the Page Context dialog box.

    Examples include updating all of the cards to show data only for the last week, or only for a particular business unit.

Hide Card

Click the Actions icon present on the infolet card, and select Hide. The selected card is hidden. You can also hide cards by clicking the My Infolets icon present on the page. A list of infolet cards is displayed. Deselect the check box of the infolet card that you want to hide.

Rearrange Cards

The infolet cards can be moved around and can be rearranged or re-ordered on the page in any way you want.