About Oracle Transactional Business Intelligence

Examine transactional data from your Oracle Fusion Cloud applications and understand patterns.

Oracle Transactional Business Intelligence, an analysis and reporting tool, helps you gain real-time insight into transactional data. You can filter data, and create dashboards and reports.

Key Upgrade Considerations

This topic provides important information and tips to consider when you prepare for Oracle to upgrade Oracle Transactional Business Intelligence from 21D to 22A or later. Oracle Transactional Business Intelligence is upgraded from functionality available in 21D or earlier to 22A or later.

The following list includes one-time considerations as you prepare for Oracle to upgrade your environment from 21D to 22A or later. For other issues related to upgrade, carefully review Known Issues.

  • The catalog for Oracle Transactional Business Intelligence is placed in read-only mode 12 hours prior to your system’s update from 21D to 22A, or 22B. During this 12-hour period, you can access the catalog, but changes you make during the 12-hour period aren’t retained. This one-time activity won’t be repeated for the next Fusion Applications update. Read-only mode is required to ensure that the catalog is migrated in a consistent state prior to the update.

    When the catalog is in read-only mode, you can’t retain:

    • Changes to artifacts such as Publisher objects, analyses, and agents (including artifacts that were edited).
    • Modifications to objects in the catalog (such as renaming and changing permissions of objects).
    • Modifications to the catalog structure (such as adding or deleting folders).

    To retain changes after your instance is upgraded, archive your changed content before the upgrade and unarchive after the upgrade has completed. See Migrate Analytics.

  • The Last Modified Date of all objects in the catalog changes to the time when they’re placed in read-only mode.
  • Before you move the catalog content from stage to production environments using the Archive and Unarchive actions, prepare for Oracle to upgrade both stage and production environments to Oracle Transactional Business Intelligence. You can’t move catalog content from a 22A environment to a 21D environment. See Can’t Move Catalog Content from a 22A Environment to a 21D Environment.

Feature Availability and Comparison with Release 21D or Earlier

Oracle Transactional Business Intelligence offers the same features as release 21D or earlier with a few exceptions. This section compares release 21D or earlier features with what's new or behaves differently in Oracle Transactional Business Intelligence.

For more information about support considerations, go to My Oracle Support at http://support.oracle.com.

General Features

Release 22A and Later Release 21D or Earlier
The Oracle Transactional Business Intelligence Home page is enhanced to better organize the menu and to improve navigation:
  • A single header in the Home page, makes it easier to access more options from one header.
  • To navigate to the administration page, click My Profile (user profile icon), and select Administration. See About the Administration Page.
  • To display the help, click My Profile, then click Help.
  • To display user account details, click My Profile, then click My Account.
  • To sign out, click My Profile, then click Sign Out.
The Oracle BI Enterprise Edition Home page enables you to navigate to many options:
  • Multiple headers in the Home page, enable you to access options from each header.
  • To navigate to the administration page, click Administration.
  • To display the help, click the Help menu.
  • To display user account details, hover over User and click My Account.
  • To sign out, click Sign Out.
Create an object using Create on the Home page. Create an object using New in the header of the Home page and selecting an object, or by clicking an object in the Create section of the Home page.
Preview analyses in the Oracle Redwood style using the Show how results will look on a Dashboard menu. Preview analyses in a selected style using the Show how results will look on a Dashboard menu.
Export an analysis as a formatted file or as a data file using the More menu on the Oracle Transactional Business Intelligence Home page. Open an analysis or dashboard for editing and click Export.
Email an analysis from the Results tab of the Analysis editor or from the More action menu in the catalog. See Send Email Reports and Track Deliveries. Not available
Specify whether to multiply data by a 100 to display it as a percentage when setting the properties of a column. See the Scale for % (x 100) component in the Column Properties dialog Data Format tab. Not available
Override the default data format at graph level. Configure the column to override the default display of data. See Format Columns and Format the Visual Appearance of Graphs. Not available
Use the heat matrix view to view data in two dimensions with values represented in a gradient of colors. See About Heat Matrix Views. Not available
Sort graph, heat matrix, pivot table, table, treemap, and trellis views by using a context menu (right-click). A sort dialog is displayed when you right-click in a graph view in the Results tab of the Analysis editor tab or on a dashboard page. You can right-click legend, data marker, and group-level (X axis) items to display a menu of interactions that includes options such as Sort and Drill. Not available

Catalog groups are migrated to application roles in this release. New custom application roles use a naming convention with a suffix of "_GRP2ROLE".

A catalog group might contain prebuilt roles such as BI Consumer, BI Administrator, and BI Author. When the catalog groups are migrated to the application roles, the permissions of the prebuilt roles included in the catalog groups are also migrated to application roles.

See Set Presentation Services Privileges for Application Roles.

Create catalog groups to organize users and application roles.
Manage how content is indexed and searched. See Manage How Content Is Indexed and Searched. Not available

Search for application roles using the exact string or the asterisk character (*). For example, enter BI Author, or BI*, or *Author to search for the role called BI Author.

See Set Presentation Services Privileges for Application Roles.

Not available

Before you rename your account, move your content in the catalog from My Folders to Shared Folders/Custom folder, and back up your Shared Folders/Custom folder. Make sure the permissions of the Shared Folders/Custom folder aren't restricted to your user account. See Renamed Users Can’t Access Their Custom Reports.

Not available
Set prompts to auto-complete on the Preferences tab in My Account. Not available
Use the BulkDataExportService web service from the analytics-ws/saw.dll/wsdl/v12 private namespace. Use the BulkDataExportService web service from the analytics-ws/saw.dll/wsdl/v10 private namespace.
Download Desktop tools using Download Desktop Tools in the Others section on the Oracle Transactional Business Intelligence Home page. Download Desktop Tools using Download Desktop Tools in the Get Started section on the Home page, and selecting a tool to download.
Upload custom logos to create custom branding, manage themes, and style dashboards and analyses. See Manage Themes. Not available
Configure and use geo maps in dashboards. See Manage Map Information for Analyses. Not available

Configure safe domains to enable videos and images to display correctly in reports.

If you embed videos or images from external sources in reports, you must indicate that those external domains are safe. See Allow Safe Domains.

When you embed videos or images from external sources, they display correctly in reports.
Use the provisioned JDBC and JNDI connections in Publisher.

Create a JNDI connection to the system-defined data source only to access the audit data source (AuditViewDataSource). You can't create JDBC and JNDI connections from Publisher to other data sources. See Set Up a JNDI Connection to Access Audit Data.

Create JDBC and JNDI connections from Publisher to data sources.

Configure the dashboard prompt of a double column to specify whether to send the display value or the code value to a Publisher report.

If you don’t select Filter by Code for the dashboard prompt of a column value, the Publisher report includes the display value of the column.

When you create filters for columns, you can view both the name and descriptor ID of double columns.

When you create filters for columns, you can view only the name of double columns.

Use the CONCAT function to concatenate two character strings. You can't concatenate non-text values.

See String Functions.

Use the "||" operator to concatenate text and non-text values.

For example, you can concatenate text and numbers in a where clause: WHERE "ColumnName" LIKE 'prefix' || '10' || 'suffix'