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Customizations in BI Oracle cloud - OTBI


OTBI (Oracle Transactional Business Intelligence) is a transactional real time reporting solution for Oracle Fusion applications.  Oracle HCM Cloud, CX Cloud, SCM Cloud and Cloud ERP all have Oracle Transactional Business Intelligence (OTBI) built into the application. OTBI leverages advanced functionalities of both BI and Oracle ADF to analyze the data on real time databases for reporting and other BI requirements.


OTBI Subject Areas:

OTBI subject areas are pre built meta-data content for BI reporting solutions with seamless integration in Oracle fusion applications. OTBI organizes BI reporting data elements such as Dimensions and Facts based on the business function in RPD Subject Areas. Subject areas are made up of logical data structures combined together and each of them are associated with specific application modules (such as General Ledger, Payroll, Payables, etc.).

Since OTBI analyses and reports on the real time transactional data, user will notice "... Real Time" suffixed with most of the RPD subject area names. Also, by default, caching is disabled in OTBI environment in order to support real time reporting. Even though cross subject area reporting is possible with OTBI, it is not recommended in view of report performance using real-time data.


OTBI Security:

OTBI inherits Cloud apps user roles and security profiles. Which OTBI subject areas and what data are accesible is determined by Oracle user security profile. Also the data that can be viewed will be based on the transactional database schema with user level data security applied.


Customizations in OTBI:

 Oracle allows the following customizations in OTBI as given below.


·         Create custom subject areas (Only for sales cloud)

·         Oracle Flexfields


Custom subject areas:

             Users can create Custom subject area for building reports using Application Composer. Similar to on premise OBIEE subject areas, custom subject areas in fusion apps can consist of entities, columns and measure columns as per the business requirements and domain of the Client business. Users can group components from prebuilt subject area to simply form a custom subject area.

 Creator of these subject area can decide the list of columns, Data leveling and Security of these subject areas. The published CSA can be inactivated or activated later on, based on the business needs. CSA will be listed with other predefined set of subject areas in the analysis creator list.

 Published custom subject areas can be edited and then republished whenever changes are required. Modifying a custom subject area will not impact the reports created on top of it unless specific columns used in the reports are modified.

Custom subject areas are secured by access rights based on the fusion apps user roles. For the role name added, read access will be granted by default. If read access needs to be revoked, "No Access" has to be selected explicitly.  


Note: Oracle facilitates custom subject area creation option only for Oracle fusion sales cloud as of now. Unlike the traditional OBIEE, modifying the predefined RPD subject area is restricted in OTBI.


Flexfields in Oracle Cloud are placed holders' fields to hold key information, which can be preconfigured to capture additional information on the page or fields and are configurable during the implementation. Regardless of type of flexfield, they have similar structure. Flexfields are preserved during the application upgrades also.

Flexfields are formed by sequenced segments. Segment has value set which stores the values allowed to be used in the segment. Value set stores the data from transactions. Flexfields are integrated with the fusion application's Transactional Database. So security is governed by Oracle user security profile.

All the Flexfields which required to be available in the BI subject areas need to be checked on the "BI Enabled" property. RPD Subject areas for these Flexfields will be different based on its type, like GL related Flexfields can be found only in General Ledger subject areas. Users can customize and configure on which presentation table of specific subject area, these new Flexfields columns to be listed.  Upon publishing of these flexfields, it will be available for analysis creation as other pre-defined columns.

Some of the Fusion Applications' columns are not exposed for analysis or reporting purposes. Only common business process related columns are exposed and pre-defined analyses and reports are built based on that. For additional customizations over and above discussed here,

·         Users can reach out to Oracle through Support Request for customizations.

·         Additionally, BI Publisher can be used to build SQL statements based data model for report building. SQLs can be executed on the Fusion Apps database which requires knowledge of the underlying fusion database but allows more control over data reporting.

- Xavier N Philip

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