OTBI for Oracle Maintenance

Oracle Transactional Business Intelligence (OTBI) offers you real time, self-service reporting directly from Oracle Maintenance. It's a dynamic reporting layer built keeping the business user in mind.

You can create and view the OTBI analysis using the Reports and Analytics option. You can also be access it from the Navigator by selecting it from the Tools option on the Home page. You can also make this page a Favorite.

If you have been assigned the Maintenance Manager role by your enterprise, you can automatically access the manufacturing-related OTBI subject areas. The analysis can be performed only for those organizations that you have access to.

OTBI provides the following Maintenance subject areas, which you can use to build modified analysis:

Installed Base - Meter Based Asset Usage Real Time

Provides real time information on asset usage based on meter readings.

Maintenance Management - Asset Real Time

Provides information about Assets and the Actual Quantity Used.

Maintenance Management - Forecast Real Time

Provides real time information on forecasts generated from work requirements of specified maintenance programs.

Maintenance Management - Material Usage Real Time

Provides information about Material Usage Planned, Actual and Variance quantity, issued and returned quantity of the components.

Maintenance Management - Purchased Item Usage Real Time

Provides information about direct procurement of items for the work order. This includes purchased item quantities that were requested, ordered, received, returned, and so on.

Maintenance Management - Resource Usage Real Time

Provides information about Resource Usage Planned, Actual, and Variance quantity.

Maintenance Management - Work Order Performance Real Time

Provides information about work order performance. This includes work order aging, cycle times, number of work orders, and so on.

Maintenance Management - Work Requirement Real Time

Provides real time information on maintenance programs and related work requirements.

Maintenance Management - Asset History Real Time

Provides real time information of asset history.

OTBI provides the following Install Base subject areas, which you can use to build modified analysis for customer assets:

Installed Base - Customer Asset Real Time

This subject area provides real time information on customer asset definition and related customer details. Only assets that have a customer defined will be included.
Installed Base - Customer Asset Structure Real Time

This subject area provides real time visibility into customer asset structures. Each structure is a list of components associated to a configured asset when it's shipped.
Installed Base - Asset History Real Time

This subject area provides real time of installed base assets.

Here are the dimensions, key facts, and metrics for each subject area:

Subject Area	Dimensions	Key facts	Key Metrics
Installed Base - Meter Based Asset Usage Real Time	Asset Details Item Item Organization Maintenance Organization Meter Details Meter Reading Meter Reading Details Time-Meter Reading Date Work Center Work Order	Reading value Reading displayed value Reading net change Reading net value (life-to-date value)	Net meter reading value
Maintenance Management - Asset Real Time	Asset Asset Details Asset Group Asset Group Assignment Asset Group Rule Inventory Organization Product Time of Planned Start Date Work Center Work Order Work Order Status	Asset Number Asset Descriptive Flexfields Work Order Name Scheduled Start Date Scheduled End Date Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity Enable for Customer Self Service Service Request Enabled	Actual Quantity Usage in Primary UOM Actual Quantity Usage in Primary UOM
Maintenance Management - Forecast Real Time	Asset Details Calendar Pattern Forecast Details Forecast Line Forecasts Maintenance Organization Maintenance Program Production Time-Forecast Work Center Work Definition Work Order Work Order Status Work Requirement Details	Forecast Date Forecast Meter Reading Forecast Sequence Suppressed Option Work Order Name Scheduled Start Date Scheduled End Date Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity
Maintenance Management - Material Usage Real Time	Current On-Hand Inventory Inventory Material Inventory Organization Inventory Project Details Material Transaction Details Material Usage Product Project Details Time of Planned Start Date Transaction Project Details Work Definition Work Order Work Order Operations Work Order Status	On Hand Balance On Hand Balance in Secondary UOM Work Order Name Operation Name Scheduled Start Date Scheduled End Date Status Item Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity Transaction Date	Actual Usage Quantity Material Issued Quantity in Primary UOM Material Issued Quantity in Secondary UOM Material Issued Quantity in Transaction UOM Material Returned Quantity in Primary UOM Material Returned Quantity in Secondary UOM Material Returned Quantity in Transaction UOM Planned Usage Quantity Reserved Quantity Usage Quantity Variance Usage Quantity Variance %
Maintenance Management - Purchased Item Usage Real Time	Asset Details Maintenance Organization Procurement Item Product Project Details Purchase Order Purchased Item Usage Receipt, Returns and Corrections Requester Requisition Time of Planned Start Date Work Center Work Order Work Order Operations Work Order Status	Item Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity Purchase Order Need By Date Promised Date	Correct Receipt Quantity in Primary UOM Correct Receipt Quantity in Secondary UOM Correct Return Quantity in Primary UOM Correct Return Quantity in Secondary UOM Delivered Quantity in Primary UOM Delivered Quantity in Secondary UOM Purchase Order Amount Purchase Order Quantity in Primary UOM Requisition Amount Requisition Quantity in Primary UOM Requisition Quantity in Secondary UOM Return to Receiving Quantity in Primary UOM Return to Receiving Quantity in Secondary UOM Return to Supplier Quantity in Primary UOM Return to Supplier Quantity in Secondary UOM
Maintenance Management - Resource Usage Real Time	Inventory Organization Product Project Details Resource Resource Instance Resource Transaction Details Resource Usage Time of Planned Start Date Transaction Project Details Work Center Work Definition Work Order Work Order Operation Resources Work Order Operations Work Order Status	Work Order Name Operation Name Scheduled Start Date Scheduled End Date Status Resource Name Resource Type Resource Instance Asset Name Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity Transaction Date Transaction Note	Actual Quantity Usage Planned Quantity Usage Usage Quantity Variance Usage Quantity Variance %
Maintenance Management - Work Requirement Real Time	Asset Details Calendar Pattern Condition Event Maintenance Organization Maintenance Program Meter Product Time - Maintenance Program Time - Work Requirement Work Center Work Definition Work Requirement Details Work Requirements	Asset Name Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity	Count of Assets with Work Requirements Count of Total Assets Count of Work Requirements Percentage of Assets with Maintenance Programs
Maintenance Management - Asset History Real Time	Asset History Asset History Count Customer Customer Asset Detail Inventory Location Item Item Organization Work Center Location	Asset Attributes Changes Asset Location Changes Sales Order Changes Split from Asset Work Order Changes	Asset Transaction Count
Installed Base - Customer Asset Real Time	Asset Group Asset Group Assignment Asset Group Rule Bill-to Customer Bill-to Customer Account Bill-to Customer Account Site Bill-to Customer Site Business Unit Current Location Details Customer Customer Asset Details Customer Assets Item Item Organization Time	Asset Number Customer Asset Descriptive Flexfields Item Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity (Customer) Preferred Name	Customer Asset Count
Installed Base - Customer Asset Structure Real Time		As Built Asset Structure As Built Asset Structure Details As Sold Asset Structure As Sold Asset Structure Details Customer Asset Details (Child Asset) Build Structure Customer Asset Details (Child Asset) Sold Structure Customer Asset Details (Parent Asset) Build Structure Customer Asset Details (Parent Asset) Sold Structure Item Organization (Child Asset) Build Structure Item Organization (Child Asset) Sold Structure Item Organization (Parent Asset) Build Structure Item Organization (Parent Asset) Sold Structure Item (Child Asset) Build Structure Item (Child Asset) Sold Structure Item (Parent Asset) Item (Parent Asset) Sold Structure Time	Asset Number Customer Asset Descriptive Flexfields Item Item Primary Unit of Measure Item Primary Unit of Measure Quantity Item Secondary Unit of Measure Item Secondary Unit of Measure Quantity (Customer) Preferred Name
Installed Base - Customer Asset History Real Time	Asset Detail Asset History Asset History Count Inventory Organization Product Work Center Work Order	Asset Attributes Changes Asset Location Changes Sales Order Changes Split from Asset Work Order Changes	Asset Transaction Count

Creating an Analysis

The following section explains some subject areas in detail and provides guidance on creating different analysis for the different subject areas.

For more information about the subject areas, see the Subject Areas chapter in the Creating and Administering Analytics and Reports for SCM guide.

Maintenance Management - Forecast Real Time

This subject area provides real time information for creating an analysis of the forecast for a Maintenance Program. You can use these data dimension folders to create your analysis:

Asset Details
Calendar Pattern
Forecast Details
Forecast Line
Forecasts
Maintenance Organization
Maintenance Program
Product
Time-Forecast
Work Center
Work Definition
Work Order
Work Order Status
Work Requirement Details

To properly create an analysis, its important to understand what data dimensions are available in these folders, how they're related, and how they relate to the data model:

Select the columns that will be included in the analysis.
Select a Table layout.
Edit the Table layout, define sorting and filtering, and save the analysis in your folders with a unique analysis name and description.
Now. you can use the analysis to query your data.

Note: Optionally, you can minimally define the analysis during creation and then perform these edits after creation in the context of your data by providing more realistic creation and output comparisons of real-time data.
Navigate to the Browse Catalog option from the Reports and Analytics page.

This opens a new tab for the Oracle Transactional Business Intelligence application. You can then look for your newly created analysis under the My Folders drop down.
Click Edit on your analysis, which will render the Results tab that returns a query of your data.
After you created your analysis, click on the Criteria tab to view the data dimension folders and edit the selected columns.
Drag and drop columns and arrange them as per your requirement.
Optionally, use the Settings icon to format your data to perform the following tasks:
- Define the sort order
- Edit a formula
- View and edit column properties, which includes formatting numbers in the results data
- Create and edit a filter
- Delete the column from the analysis
- Save the column as a special object
Optionally, you can edit, copy, or remove the filter that you applied.
If you remove the selected column for the filter, the filter still remains to be in use. Remove the filter as well.
Now, you select additional columns and apply filters.
Click the Results tab to see a refreshed analysis of your data.
You can then adjust the selected columns, filter and sort options to refine your analysis results.

Here's the sample order of attributes and formatting in the Selected Columns region for a Maintenance Forecast analysis, including key details about the forecast method and resulting due dates and Work Orders:

Folder	Attribute	Data Dimension Description	Formatting Ideas
Maintenance Program	Maintenance Program Name	Name of the Program	Add a filter to limit the analysis to a single Maintenance Program
Work Requirement Details	Work Requirement Name	Name of the Work Requirement	Add a filter to limit the analysis to a single Work Requirement in a Maintenance Program
Work Requirement Details	Work Requirement Start Date	Start Date
Asset Details	Asset Number	Asset Number	Add a filter to only show the forecast for a single asset
Work Requirement Details	Forecast Using Cycle	Yes or No If yes a cycle interval number is defined
Work Requirement Details	Work Requirement Cycle Interval	If Yes for the Forecast Using Cycle, then the number of intervals in a cycle
Work Requirement Details	Next Work Order Only	Yes, if Next Work Order is created
Work Requirement Details	Calendar Based	Yes, if its calendar based
Calendar Pattern	Calendar Pattern Name	Calendar Pattern name, if defined for the work requirement
Work Requirement Details	Meter Based	Yes, if its meter based
Forecast Line	Meter ID	ID of the Asset Meter that's due in the Forecast, if defined for the work requirement
Forecast Line	Forecast Meter Reading	The forecasted meter reading at which the forecasted due date is calculated
Forecast Line	Forecast Date	Due Date in the Forecast	Add a filter to only show the forecast for certain date ranges
Forecast Line	Forecast Sequence	Represents the due at interval in the cycle of a work definition. If its set to repeat over the cycle, then each iteration will be shown
Work Definition	Work Definition Name	Work Definition Name
Forecast Line	Due at Cycle Interval	Represents at which interval in the cycle a Work Definition is due
Work Order	Work Order Name	Name of the Work Order that a user can recognize
Work Order	Scheduled Start Date	Scheduled Start Date
Work Order Status	Work Order Status	Work Order Status

Using the above sample table, you can create an analysis, which is:

Organized by the Maintenance Program and then a Work Requirement
Listed with each matching Asset, and the source Work Requirement's forecast method and the resulting sequential Due Dates
Displayed for each Due Date, the Forecast sequence, Work Definition, and the resulting Work Order

Additionally, you can move columns around in the Results to change the presentation of the analysis. For example, if you move the Asset Number column before the Forecast Sequence, the analysis will change resulting to Work Requirement focused. You can save your analysis for future use. You can also print or export the analysis for further research using Excel.

Here's the sample order of attributes and formatting for a Work Order analysis using the Forecast subject area. This analysis provides a Work Order schedule that includes meter reading history by the Maintenance Program:

Folder	Attribute	Data Dimension Description	Formatting Ideas
Maintenance Program	Maintenance Program Name	Name of the Program	Add a filter to limit the analysis to a single Maintenance Program
Work Requirement Details	Work Requirement Name	Name of the Work Requirement	Add a filter to limit the analysis to a single Work Requirement in a Maintenance Program
Work Requirement Details	Work Requirement Start Date	Start Date
Asset Details	Asset Number	Asset Number	Add a filter to only show the forecast for a single asset
Forecast Line	Forecast Meter Reading	The forecasted meter reading at which the forecasted due date is calculated
Forecast Line	Forecast Date	Due Date in the Forecast	Add a filter to only show the forecast for certain date ranges
Forecast Line	Forecast Sequence	Represents the due at interval in the cycle of a work definition. If its set to repeat over the cycle, then each iteration will be shown
Work Definition	Work Definition Name	Work Definition Name
Work Order	Work Order Name	Name of the Work Order that a user can recognize
Work Order	Scheduled Start Date	Scheduled Start Date
Work Order	Scheduled End Date	Scheduled End Date
Work Order Status	Work Order Status	Work Order Status

Here's the sample order of attributes and formatting for a Work Order schedule using the Forecast subject area:

Folder	Attribute	Data Dimension Description	Formatting Ideas
Maintenance Organization	Maintenance Organization Code	The Organization for the Maintenance Program	Add a filter to only show a single organization
Forecast Line	Forecast Date	Due Date in the Forecast	Add a filter to only show the forecast for certain date ranges
Asset Details	Asset Number	Asset Number	Add a filter to only show the forecast for a single asset
Calendar Pattern	Calendar Pattern Name	Calendar Pattern name, if defined for the work requirement
Forecast Line	Forecast Meter Reading	The forecasted meter reading at which the forecasted due date is calculated
Work Definition	Work Definition ID	Identification of the Work Definition, useful if work definitions are merged
Work Definition	Work Definition Name	Work Definition Name
Work Order	Work Order Name	Name of the Work Order that a user can recognize
Work Order	Scheduled Start Date	Scheduled Start Date
Work Order	Scheduled End Date	Scheduled End Date
Work Order Status	Work Order Status	Work Order Status

Adding a Deep Link to an Analysis

Deep links can be embedded for an asset or work order directly in related results attributes of an analysis. Here's an example of how you can enable the asset number attribute with an asset details deep link in a simply analysis.

Create a new analysis and add these subject areas:
- Maintenance Management - Work Order Performance Real Time
- Maintenance Management - Asset Real Time
Add these fields from the dimension folders:
- Asset Number
- Asset ID (only from asset details)
- Work Order ID
- Work Order Name
- Work Order Description
- Document type and document number details (optional)
To add a deep link, click on the Asset Number details icon, then select column properties.
1. Click the Interaction tab
2. Select Action Links as the value.
3. Add an Action Link by clicking the + symbol in the Action Links region.
4. The New Action Link dialog box will open. On it:
  1. Click the left most running man icon. From the list of options, select the Navigate to a Web Page.
  2. The New Action Link dialog box will display a URL field. On it:
    1. Click the Define Parameters button. A Define Parameter region will appear below the URL field.
    2. Click the + symbol to create a new parameter. A parameter region will appear.
    3. Define four new unique parameter rows, as follows:
      - Row 1: ORA_MNT_ASSET
      - Row 2: EDIT
      - Row 3: select the drop down option of column Value for Asset ID. The full name of the value is Maintenance Management - Asset Real Time, Asset Details, Asset ID.
      - Row 4: select the drop down option of column Value for Asset Number. The full name of the value is Maintenance Management - Work Order Real Time, Asset Details, Asset ID.
    4. After the parameter rows are defined, you can define the URL for the deep link to use these parameter rows.
      
      Enter the URL as: https://<servername>/fscmUI/faces/deeplink?objType=@{1}&action=@{2}&objKey=assetId=@{3};assetNumber=@{4}
      
      The {1} references parameter row 1, {2} references parameter row 2, and so on.
      
      Here's an example of a standard URL for a deep link: https://<environment name>/fscmUI/faces/deeplink?objType=ORA_MNT_ASSET&action=EDIT&objKey=assetId=<assetId value>;assetNumber=<asset number value>
    5. Finally, click Options on the New Action Link dialog box. Select the Open in new window check box
    6. Click OK to save and close the New Action Link dialog box.
    The link is defined in the column properties of the asset number.
To test, render the analysis and retrieve asset data. You should see a hyperlink on the Asset Number field. Click the link and a new browser tab should render and display the Edit Asset details page or similar