Oracle Cloud ERP Report and Analytics | What are Cloud ERP reporting Options | what is OTBI

Masterclass 3- ERP Cloud Reporting

Webinar Agenda-
What are Cloud ERP reporting Options
How many different ways to report data
what is OTBI
FR Studio
ESS Job
Extracts and BIP reports in Cloud
what are the steps to create them
Explore the magical world of reports in Oracle Cloud ERP

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1. Oracle Cloud ERP - Report and Analytics By Amit Bhatnagar

2. Contents What is Oracle Cloud Reporting? Different ways of Reporting in Oracle Cloud Financial Reporting Studio Account Inspector and Sunburst OTBI Reports in Cloud Creation of OTBI Reports BI Publisher Reports Creation of BI Publisher Reports Custom Layout Templates Enterprise Scheduler System

3. What is Oracle Cloud Reporting ? Use analyses and dashboards to find the answers that you need from key business data displayed in graphical formats Oracle Fusion Applications uses the Oracle Business Intelligence platform to provide reports and analytics Analytics (analyses or analytical reports) are visualizations (such as charts and tables) of a specific set of data Dashboards are a collection of reporting components grouped together to deliver a coherent view of related data Provides different report types to satisfy different reporting requirements

4. Different ways of Reporting Reporting Tools Report Type General Accounting Dashboard and Account Inspector Account Groups Reports and Analytics Oracle Transactional Business Intelligence Objects BI Catalog All Report Types, Except Oracle Business Intelligence Publisher Reports Enterprise Performance Management Workspace Reports, Books, Snapshot Reports, Snapshot Books, Financial Reporting Batches, and Batch Scheduler Enterprise Scheduler System Oracle Business Intelligence Publisher Reports

5. Financial Reporting Studio General ledger balances Financial and management reports Professionally formatted Real-time and static data Multi-level drilldown

6. Account Inspector and Sunburst Account groups are used to monitor key accounts in General Ledger Account groups are used only in General Ledger

7. SmartView Reports Users can view, import, manipulate, distribute, and share data Comprehensive tool for accessing and integrating Enterprise Performance Management, Business Intelligence, and General Ledger content from Microsoft Office products Ability to create and refresh spreadsheets to access real time account balances and activity

8. Oracle Transactional Business Intelligence Included as part of the Oracle Cloud Apps licenses and does not need any additional setup Provides you real time and Self-service reporting solution in Fusion OBIEE answers provide users with an ability to access the out of the box functional subject areas Users can create reports by simply dragging and dropping columns to create reports

9. Creation of OTBI Reports In OTBI , fusion has already given the predefined views that fetch data from the Balance cubes Users just need to select the appropriate view/Subject area Users can add filters, custom formulae and use the different views which are provided Save and Run the Report

10. BI Publisher Reports Enables to design and create report layout templates with the more common desktop applications With a single template, it can generate reports in many formats (PDF, RTF, Excel, HTML, and so on) in many languages Dramatically reduces report maintenance, enabling power business users to adjust report templates without involvement of IT resources

11. Creation of BI Publisher Reports Create a Data model based on a SQL query View and Save the Sample Data of the Data Model Create a Report based on the Data Model Design a Template/Layout Save and Then Run the Report

12. Custom Layout Templates All reports delivered with Oracle Fusion Applications include at least one predefined layout template Defines the presentation components and maps the elements from the data model to these components Types of templates RTF Templates created using BI Publisher's layout editor eText template-specifically for electronic data interchange (EDI) and electronic funds transfer (EFT)

13. Custom Layout Templates - RTF We can create our own custom RTF template by performing below steps: Create a data model Generate the xml data file for the data model Save the XML Data file locally Open word and load XML data Design the rtf template Save the RTF file Create a report/extract based on the data model Upload the rtf template created against that report layout

14. Enterprise Scheduler Job A program that you run to process data and, in some cases, generate output as a report, extract file or executing some actions like validation of a document, accounting, purging/ deletion of certain data/document etc. Users can submit these jobs as an adhoc process, or it can be automated to be run at a certain time We can group related jobs in a job set to be executed in a defined sequence

15. Q&A??? [email protected] [email protected]