How to View Analyses Using OTBI

Oracle Transactional Business Intelligence (OTBI) is a real time, self-service reporting solution bundled with your application.

It provides prepackaged analytic content built on the Oracle Business Intelligence (BI) platform. These include subject areas for building your own dynamic analyses using an intuitive interface, industry standard metrics, and role-based, best practice reports and dashboards that deliver up-to-the-minute business insight across the entire extent of your service-related business operations.

Here's how you can view the analyses:

  • To access BI Catalog, select Navigator > Tools > Reports and Analytics. The Reports and Analytics page is displayed.

    • Click the Hierarchical Selector >> icon and select My Folders or Shared Folders from the menu. Alternately, you can click the Browse Catalog button. The BI Catalog is displayed, where you can view your personal and shared analyses. You can also create your own analyses based on your business requirements using subject areas. You need to have the necessary privilege for authoring analyses.

  • To access the Analytics page, from the Home page, click the Service group icon, and then click the Analytics icon. The Analytics page is displayed. You can search for the analyses available in BI Catalog, and mark your favorites. These favorites stay on the Analytics page as long as they remain favorites. This page also shows the analytics recently viewed by the signed in user.

  • To access the Service Infolets page, from the page control on the Home page, click the Service Infolets icon. Prebuilt and administrator-defined or user-defined infolets are displayed on the Service Infolets page.

How You Manage Service Infolets

For the prebuilt Service roles, the Service Infolets page displays the infolets based on the user's role. For administrator-defined roles, administrators must enable the Service Infolets page for each new role.

The procedures to create, manage, and enable Service infolets are the same as that for Sales infolets.