Enable Plans for OTBI Reporting

Oracle Transactional Business Intelligence (OTBI) is a real-time, self-service reporting solution that helps you create user-defined and interactive reports.

You can enable OTBI reporting for plans created in your Supply Chain Planning work area to:

Run reports in real-time to analyze supply, demand, and sales and operations planning plans
Generate user-configurable and easy-to-use reports by using business intelligence tools and charts
Analyze key metrics, such as exception metrics, inventory balances, pegged quantity, and orders to be released
Compare two or more plans that are enabled for OTBI reporting

To improve your supply chain performance, you can monitor and identify problem areas by using strategic insights into live and operational data. Compare different scenarios in real-time by using key measures to decide the best course of action. You can respond to changes by modeling complex strategies and plans to analyze and compare them. You can also define native OTBI capabilities like alerts based on exception conditions, user-defined measures, and conditional formatting to monitor or track problem areas.

To create OTBI reports, navigate to the Reports and Analytics work area. You can build reports by using the base measures available in your Supply Chain Planning work area. You can also create user-defined measures based on the base measures by using the standard business intelligence tools.

To open OTBI reports in a Supply Chain Planning work area, save the OTBI reports into the Report Components subfolder within the Transactional Analysis Samples folder. The Report Components folder is located in the shared Supply Chain Planning folder in the Reports and Analytics work area.

To enable OTBI reporting for plans, you must do the following:

Select the Enable for OTBI reporting check box on the Plan Options page of your supply, demand, or sales and operations plan.

Note: You must run the plan after you enable it for OTBI reporting.
Set up reporting hierarchies by configuring the Product and Time hierarchies in the dimension catalog named Reporting Catalog. To configure the Product and Time hierarchies, use the Configure Planning Analytics task in your Supply Chain Planning work area. Depending on the reports that you want to generate, move the Product and Time hierarchies from the Available Hierarchies pane to the Selected Hierarchies pane. If you select multiple Product and Time hierarchies, ensure that you select a default hierarchy for the Product and Time hierarchies. The default hierarchies are used by default in the predefined reports.

You can build reports by using the base measures available in your Supply Chain Planning work area. You can also create user-defined measures based on the base measures by using the standard business intelligence tools.

Accessing the OTBI Reports

Perform these steps to access the OTBI reports:

In a Supply Chain Planning work area, open a plan that is enabled for OTBI reporting.
Click the Open button and then select a pane.
In the Open Table, Graph, or Tile Set dialog box, do one of the following:
- Search for your report.
- Filter the list by selecting Type and then Report.
Select a report and then click OK.

The OTBI report opens in the context of the current, open plan.

When you search for reports, the list of reports in the search results includes predefined reports and user-defined reports created by you. You must save the user-defined reports into the Reports Components subfolder within the Transactional Analysis Samples folder to make them available in the Supply Chain Planning work areas. The following predefined reports are available only in the Supply Planning and Planning Central work areas:

Build Plan by End Item
Exception Summary by Item Order
Details by Item
Pegging Details by End Item
Plan Recommendations Summary Graph

Available Measures

The following measures are available in the Reports and Analytics work area:

Configure to Order Forecast Metrics: The following configure to order forecast metrics are available for demand plans, and demand and supply plans:
- Final Option Demand Forecast
- Final Planning Percent
- Option Demand Forecast
  
  Configure to order forecast metrics support dimensions, such as Plan, Time, Product, Organization, Customer, Top Model, and Demand Class.
Demand Management Metrics: The following demand management metrics are available for demand plans, and demand and supply plans:
- Bookings Forecast
- Bookings History
- Bookings History Value
- Final Bookings Forecast
- Final Shipments Forecast
- Shipments Forecast
- Shipments Forecast Value
- Shipments History
- Shipments History Value
  
  Demand management metrics support dimensions, such as Time, Product, Organization, Customer, and Demand Class.
Exception Metrics: The following exception metrics are available for supply plans, and demand and supply plans:
- Exception Count
- Exception Quantity
- Exception Days
- Exception Ratio
- Exception Value
  
  Exception metrics support dimensions, such as Plan, Time, Product, Organization, Customer, Supplier, Manufacturing Resource, and Exception Type.
Order Metrics: The following order metrics are available for supply plans, and demand and supply plans:
- Order Quantity
- Implemented Supply Quantity
- Order Value
  
  Order metrics support dimensions, such as Plan, Time, Product, Organization, Order Details, and Order Type.
Pegging Metrics: The following pegging metric is available for supply plans, and demand and supply plans:
- Pegged Quantity
  
  Pegging metric supports dimensions, such as Plan, Time, Product, Organization, Customer, Supplier, End Demand, and Order Type.
Sales and Operations Planning Metrics: The following sales and operations planning metrics are available for sales and operations plans:
- Consensus Forecast
- Consensus Forecast Value
- Final Sales Forecast
- Final Sales Forecast Value
- Sales Forecast
- Sales Forecast Value
  
  Sales and operations planning metrics support dimensions, such as Plan, Time, Product, Organization, Customer, and Demand Class.