Create Fusion HCM OTBI Dashboard

Here’s a step-by-step guide to create an OTBI dashboard in Fusion HCM:

1. Log In to Fusion HCM:

   • Log in to your Oracle Fusion HCM application with the appropriate credentials.

2. Access OTBI:

   • Navigate to the Oracle Transactional Business Intelligence (OTBI) area. The specific navigation path may vary based on your system configuration.

3. Select a Subject Area:

   • Choose the subject area that contains the HR data you want to report on. Subject areas are predefined data sets for reporting.

4. Create a New Analysis:

   • Click on “Create” or “New Analysis” to start building your analysis. This will open the OTBI analysis editor.

5. Design Your Analysis:

   • In the analysis editor, you can design your analysis by selecting columns, defining filters, and choosing the type of visualization (table, chart, graph, etc.).

6. Add Prompts (Optional):

   • You can add prompts to allow users to interactively filter data in the analysis. Prompts are useful for making the dashboard user-friendly.

7. Save the Analysis:

   • Once you’ve designed your analysis, save it with a descriptive name for future reference.

8. Create a Dashboard:

   • To create a dashboard, go to the OTBI home page or the OTBI Dashboard area.

9. Add Pages to the Dashboard:

   • Create multiple pages within your dashboard to organize your analytics. Each page can contain one or more analyses.

10. Add Analyses to Dashboard Pages:

    • On each dashboard page, you can add one or more analyses that you previously created.

11. Configure Dashboard Layout:

    • Customize the layout of your dashboard by arranging analyses, adding text, and specifying the design of the dashboard page.

12. Save and Share the Dashboard:

    • Once your dashboard is complete, save it with a meaningful name. You can also share it with other users or roles who need access.

13. View and Interact with the Dashboard:

    • Access the saved dashboard and interact with the analyses, applying prompts and filters as needed to analyze HR data in real time.

14. Schedule Data Refresh (Optional):

    • If your dashboard relies on data that changes frequently, consider scheduling data refreshes to ensure that your analytics remain up-to-date.

15. Continuous Monitoring and Optimization:

    • Regularly review and update your OTBI dashboard to ensure it meets changing business requirements and provides valuable insights.