Introduction to Oracle Transactional Business Intelligence for Financials

In this example, you view an analysis called the Payables Aging Summary. This analysis was created using Oracle Transactional Business Intelligence, an ad hoc reporting tool. You can use the tool to create analyses, dashboards, and infolets using information from your Oracle Financials Cloud

Viewing an Analysis

1. Let's start from the Financial Reporting Center and search for the Payables Aging Summary.

2. Click the Expand icon to see details like type and location.

   In this example, the type is Analysis. The location shows you where the analysis is stored.

3. Click the title.

   Now you can see the analysis. The information here is real time and based on the latest transaction information.This analysis has bars and a table that show totals by aging categories like Current, Overdue 21 - 60 days, and so on. You can use different views like time series lines, bars, tables, and heat maps in your analyses. An analysis can use more than one type of view to help arrange information in a way that's useful for your audience.

4. Click the Overdue 91-180 Days bar.

   A table shows the invoices that make up the total for this category. You can see invoice details like supplier name, invoice due date, invoice number, and unpaid amount.

5. Click the Buckets drop-down list to change categories.

   Now you see the details that make up another aging total.

6. Go back to the previous page.

7. Click the Analysis icon after the title.

8. Click the Edit link to open the layout.

   You can make changes here and save them in the same location, or you can save them in another area that you have access to. You can also create another analysis. Just click the New menu to get started.