Friday, 18 July 2025

Oracle Fusion OTBI (Oracle Transactional Business Intelligence)

Oracle Fusion OTBI (Oracle Transactional Business Intelligence)

Introduction
Oracle Fusion OTBI is a real-time, self-service reporting tool that enables business users to create ad-hoc reports from live transactional data. This is driven by the Subject Areas. 

๐Ÿ” Key Features of OTBI

  • Drag-and-drop UI for report creation
  • Real-time data access
  • Role-based security (secured by Fusion roles)
  • Seamless integration with dashboards
  • Export to Excel, PDF, etc.

๐Ÿง  What Are Subject Areas?

Subject Areas are pre-built metadata views that organize Fusion data into logical business entities like:

  • Financials – Payables Invoices, Receivables, Journals
  • HCM – Person Real-Time, Assignment Real-Time
  • SCM – Inventory Transactions, Purchase Orders

⚙️ Common OTBI Use Cases

Use CaseSubject Area
Employee Active Status ReportWorkforce Management – Person Real Time
Pending Supplier InvoicesPayables Invoices – Transactions Real Time
Purchase Orders by CategoryProcurement – Purchase Orders Real Time

๐Ÿงพ Sample Query-Like Output (OTBI Report)

Report: Active Employees
Subject Area: Workforce Management - Person Real Time
Columns: Full Name, Employee Number, Status, Department
Filters: Status = ‘Active’

๐Ÿ› ️ Tips for Working with OTBI

  • Use filters to reduce data volume and improve performance.
  • Save reports in My Folders or Shared Folders for visibility.
  • OTBI can be embedded in dashboards or exported automatically.

๐Ÿ“Œ Limitations

  • Limited customization compared to BI Publisher
  • Doesn’t support complex SQL logic or joins across subject areas
  • Refresh issues in custom Subject Areas occasionally

✅ Conclusion

Oracle OTBI empowers end users to access live Fusion data without technical skills.