1Overview

This chapter contains the following:

About This Guide

If you administer or work with business intelligence, this guide is for you. You can modify, create, and tailor analyses, reports, and dashboards to the content needs of your line of business or company.

Overview of Project Portfolio Management Analytics and Reports

Business intelligence involves analyzing data to gain insight into your reporting needs, gathering information to meet specific requirements, and making informed decisions.

Using Analytics and Reports

You can use different types of predefined analytics and reports, or create and edit them, to support your business needs. Oracle Fusion Project Portfolio Management offers predefined analytics and reports across various subject areas. You can use these predefined analytics and reports, or customize them based on your business needs after creating a copy.

You can use Oracle Transactional Business Intelligence to create analytics and Oracle Business Intelligence Publisher to create reports.

Note: Don't edit predefined analytics and reports directly. If you need to customize them, you can create a copy and edit the copy.

This table describes the purpose of analytics and reports.

Type Description Purpose

Analytic

Business intelligence object such as analysis or dashboard that provides meaningful data.

To help in business decision making.

Analysis

Interactive display of data, for example in a table or graph.

Also referred to as real-time analysis.

To summarize or break down simple, real-time data.

To help you make tactical decisions.

Report

Output of data in a predefined format that provides little or no interaction.

Also referred to as predefined report or output report.

To get high-volume data in a high-fidelity output optimized for printing.

For documents to support internal operations, statutory requirements, and other business needs.

Customizing Analytics and Reports

You can create, edit, and customize analytics and reports for yourself and others if you have appropriate access.

For example, you can:

  • Add or remove columns from an analysis.

  • Change the branding logo on reports.

  • Create an analytic dashboard to include your commonly viewed analyses.

Setup and Administration

There are additional tasks that support creating and editing analytics and reports. For example, your implementor or administrator can:

  • Configure Oracle Business Intelligence Publisher, the tool used for generating and customizing reports.

  • Define flexfields to provide custom attributes that can be used in analyses.

  • Archive and move analytics and reports from one environment to another.

Overview of Securing Project Portfolio Management Analytics and Reports

Users with appropriate roles can create and access analyses and reports based on role access to subject areas and catalog folders.

Analyses and reports are secured by applying job roles with associated duty roles to users. Duty role assignments determine access to subject areas for analyses as well as catalog folders. For information about the job and duty roles provided with Oracle Fusion Project Portfolio Management and how to customize your security model by creating custom job roles and assigning duty roles to them, see Implementing Security in Oracle Fusion Project Portfolio Management in the Securing Oracle ERP Cloud guide.

In addition to folder and object access, duty roles also determine data security. Each of the duty roles that provides access to subject areas and catalog folders is granted one or more data security policies that allow access to the data.

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.

Considerations for Saving Analytics and Reports

You can save analyses, dashboards, and reports in the business intelligence (BI) catalog. The catalog has a hierarchy of folders with My Folders and Shared Folders at the top, and folders like Custom under Shared Folders.

My Folders

Save your analytics and reports in My Folders for personal use. When you save a new analysis, dashboard, or report in this folder, it's available in My Folders in the Reports and Analyticswork area. But you can't view it in My Folders in the Reports and Analytics pane on any other work area. The only exception is when you create an analysis using the wizard in the Reports and Analytics pane, in which case the analysis is available in all work areas.

Shared Folders

Save your custom analytics and reports in Shared Folders so that they are available to others. You must save them in the Custom folder which has subfolders organized by product family. You can use the Projects subfolder for storing these custom analytics.

Edit only copies of your analytics and reports. Directly edit predefined analytics only when necessary and ensure that all references to the analysis or dashboard are functional.

When you create a copy of predefined reports using the Customize option, the folder structure and permissions are also copied.

Custom Folder

You must keep all custom objects in the Custom folder to:

  • Ensure that customized versions of predefined analytics and reports aren't affected when patches are applied.

  • Identify and locate custom objects in the Projects subfolder.

  • 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. Your administrator must reset the permissions on the object and the folder that it's present in.

What happens to customized analytics and reports when a patch is applied?

All custom analytics and reports are preserved if they're saved in the Custom folder (or any subfolder under the Custom folder, for example, Projects) within Shared Folders in the BI catalog. Changes to predefined analytics and reports outside the Custom folder are preserved if the patch doesn't include a new version of that object. If the patch includes a new version of a predefined object that was edited, then the patch automatically overwrites your changes. If your changes conflict with the new version, the patching process logs the issues and stops. Your administrator must resolve any conflicts manually and then rerun the patch.

FAQs for Overview

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

No, 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.