Course
Overview
·
Agenda
·
Introductions
·
Goals and Objectives
·
Description of Methodology
·
Description of Materials
·
Description of Hands-On Activities
Getting
Started with HCM Cloud Reporting with OTBI
·
Providing an Overview of Oracle Transactional Business Intelligence
(OTBI)
·
Reviewing the Five Types of Roles in Oracle Application Security
·
Examining OTBI Separation of Functional Privileges by Job Role
·
Accessing OTBI
·
Cofiguring Preferences
·
Navigating the Application
·
Running Standard Analyses
Scoping
Analyses
·
Examining Analysis Design
·
Assigning Titles and Purposes to Analyses
·
Reviewing Distribution
Examining
Subject Areas
·
Understanding Tree Hierarchy Reporting
·
Examining Prepackaged Subject Areas
·
Reviewing the Structure of Prepackaged Subject Areas
·
Looking at Dimension Folders
·
Looking at Fact Folders
Constructing
Custom Analyses
·
Examining the Process Driving Custom Analyses
·
Determining Custom Analysis Content
·
Creating Basic Custom Analyses
·
Creating Basic Custom Analyses
·
Creating Basic Custom Analyses
· Saving Basic Custom Analyses
Using
Filters
·
Examining Filters
·
Building Filters
·
Reviewing Filter Components
·
Examining Shared Filters
·
Using Saved Analyses As Filters
Adding
Selection Steps
·
Comparing Selection Steps with Filters
·
Examining Selection Steps
·
Working with Selection Steps
·
Filtering via Selection Steps Based on Conditions
·
Using Selection Steps Based on Conditions: Exceptions
·
Using Selection Steps Based on Conditions: Top/Bottom (Ranking)
·
Using Selection Steps Based on Conditions: Match
Organizing
Data within Analyses
·
Examining Table Prompts
·
Examining Sections
·
Working with Sections and Table Prompts
·
Examining Groups
·
Working with Groups
·
Examining Calculated Items
·
Working with Calculated Items
Organizing
Analyses within OTBI
·
Exploring the BI Catalog
·
Reviewing the OTBI Report Web Catalog
·
Working with the New Drop-Down Menu
·
Searching the BI Catalog
·
Examining More Actions on Analyses
· Printing and Exporting
Analyses
Using
Scheduling Agents
·
Examining Scheduling Agents
·
Running Agents
·
Listing Agents
·
Creating Agents with Conditions
·
Examining Actions
·
Managing Agent Alerts
Working with
OTBI Visual Aides: Incorporating Visual Aides into Analyses
·
Examining Compound Layout Panes
·
Specifying Table/View Properties
·
Examining View Types
·
Examining View Editors
· Applying Conditional
Formatting
Working with
OTBI Visual Aides: Understanding Advanced Analysis Views
·
Examining Trellis Views
·
Examining Advanced Visual Aids
·
Understanding Advanced Analysis Views
·
Examining Legend, Narrative, Ticker, Logical SQL and View Selector Views
Managing
Analysis Content: Using Analysis Tools
·
Setting Analysis Properties
·
Working with Column Selectors
·
Adding Column Selectors to Analyses
Managing
Analysis Content: Restructuring Data
·
Creating Master-Detail Channels
·
Defining the Master View
·
Defining the Detail View
·
Looking at the Master-Detail View in Action
Creating Key
Performance Indicators
·
Understanding Key Performance Indicators
·
Using KPIs in OTBI
·
Examining KPI Terms
·
Building Calculations for KPIs
·
Building KPIs
Scoping
Dashboards
·
Examining Dashboards
·
Reviewing Dashboard Content
· Scoping Dashboards
Building
Dashboards
·
Creating New Dashboards
·
Adding Content to Dashboards
·
Editing and Configuring Dashboard Format and Content
·
Examining Dashboard Prompts
·
Using the Tools Toolbar
·
Configuring Dashboard Preferences from My Account
Creating
Briefing Books
·
Examining Briefing Books
·
Turning OBI Content into Briefing Books
·
Editing Briefing Books
·
Downloading and Viewing Briefing Books
·
Adding Briefing Books to Dashboards
·
Using Briefing Books with Agents