Oracle Fusion

Creating an OTBI Report - OracleFusion

OTBI stands for Oracle Transactional Business Intelligence. OTBI Reports are very useful to users who don't have knowledge on coding since it involves drag and drop functionality.

We can easily place filters and switch between different types of report outputs like Tables, Graphs and much more...

Let us create an OTBI Report..

Open Reports and Analytics Page, go to New and select Analysis

Select required Subject Area. Subject Area contains data specific to a business object

For example, let us take Payables

After Selecting Subject Area, the following page appears

In the above page, we have columns related to that business objects organised in terms of respective folders. Expand the folder and start drag the required columns into Selected Column Pane

After Dragging all the required columns, we can see data in Results tab

Bursting in Oracle Fusion Reports

Showing Sample Query for Bursting

Bursting is used for mailing or faxing or sending report details to others through any media

Steps for Bursting:

Step 1: Create a Data model

I am taking a sample Query

Step 2: Add bursting Definition

Click "Plus" symbol to add bursting definition and under sql query give query

Sample Bursting Query:

select distinct

PERSON_NUMBER as "KEY",

'BITemplate' TEMPLATE,

'en-US' LOCALE,

'PDF' OUTPUT_FORMAT,

'EMAIL' DEL_CHANNEL,

'mail address' PARAMETER1,

'mail address' PARAMETER3,

'Employee details' PARAMETER4,

'Hi, Please find the attached details' PARAMETER5,

'true' PARAMETER6

from (select distinct PERSON_NUMBER,FULL_NAME,DISPLAY_NAME

from

per_all_people_f papf,

per_person_names_f ppnf

where

papf.person_id=ppnf.person_id)

Note: Since we are using Person Number as Key, each person gets mail.

Step 3: Save Data model and create Report

Step 4: Open Report Properties and enable Bursting option

Step 5: Schedule Report or from Report, click "Send" to send mails

Installing ADF Desktop Integration for Oracle Fusion Spreadsheet Loads

To work with spreadsheet loads, we need to install ADFDI installer

Downloading and Installation Steps:

Navigator > Tools > Download Desktop Integration Installer

After downloading, install it.

After installing, enable this add in in Microsoft Excel

To enable it, Open Excel > File > Options

In Excel Options, go to Add Ins

Select COM Add ins in "Manage" drop down

Click on "Go"

A small pop-up appears, Enable "Oracle ADF 11g Desktop Integration Add-in for Excel" and click on Add

Switching Grids in FRS Studio

FRS stands for Financial Reporting Studio used for developing Financial Reports like Income Sheet, Balance Statement..

If there are multiple Grids in the Report, to move between grids, use Bring to Front and Send to Back options

Here we have 2 grids, to get Grid2

Go to Format > Bring to Front

After clicking it

Now to move the grid back

Select the Grid and go to Format, click on Send to Back

After clicking on it,

Drill Through in FRS

Drill option in FRS is used to navigate from FRS Report to Account Inspector or Detail Balances to check transactions.

Steps to select Drill Option

Step-1: Hide task bar

To do this, right click on task bar, go to task bar settings

Click on Automatically hide the task bar in desktop mode

Step-2: Now go to FRS Studio, select grid. Now we can find Drill Through option on right side bottom corner ( in Grid Properties - General)

Expand All is used to expand all rows in the Report when expansions are placed. When Expand All option is chosen and once all expansions are expanded , we find Collapse All option to close all expanded rows.

Steps to select Expand All in FRS Studio:

Step-1: Hide Task Bar

To do this, right click on task bar, go to task bar settings

Click on Automatically hide the task bar in desktop mode

Step-2: Now go to FRS Studio, select grid. Now we can find Expand All option on right side bottom corner ( in Grid Properties - General)