Table of Contents
OTBI Tabular Analysis
Select “Tools” and “Reports and Analytics”
(N) Tools 🡪 Reports and Analytics
Select “Browse Catalog”
1st Create Folder under /Custom/Demo_Reports
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Create new folder “Demo_Reports”
Select “Create” and “Analysis”
After selecting Analysis, next select Subject Area to Generate Report
Select “Payables Invoices – Transactions Real Time”
Folder Structure of AP Invoices, we can select multiple columns from different folders.
Following are some sample columns from different columns
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Select following columns “Invoice Number, Invoice Date, Invoice Description, Invoice Amount, Supplier Name, Supplier Number and Business Unit Name”
Save Report
Review Results using “Results” Tab
Edit Table Properties to remove Scroll
Select “Content Paging”
Update Paging Controls “Bottom” and Rows per Page 60
Page Format Updated
Save updated Analysis
Now Apply Filters
Go To “Criteria” Tab and apply filters for each columns or user Filter Section
Select for specific Business Unit Name
Results for only one Supplier “EIP inc”
Now go to Catalog 🡪 DemoReports (Folder) and Expand Report
Report can be open directly using “Open”
OTBI Graphical Analytics
Scope: To generate report of Top 10 Supplier By Total Invoice Amount
Select Create 🡪 Analysis
Select Subject Area “Payables Invoices – Transactions Real Time”
Review Results
Edit Formula for Invoice Amount
Add Function “Sum”
SUM(“- Invoice Amounts”.”Invoice Amount” BY “Supplier”.”Supplier Name”)
Review Results
Sort “Sum Invoice Amount” as “Descending”
All Supplier sort with Maximum Amount on the top.
Now add one filter on Invoice Amount Columns
Review Results
Now Add Graphical Representation
Select Graph Type “Bar”, “Line” or “Any other”
OTBI Dashboard
Select Tools 🡪 Reports and Analytics
Browse Catalog
Edit Filter properties of Demo_Invoice
Select Edit and go to Criteria
Change Operator to “Is Prompted”
Now go back to Catalog and create Dashboard Prompt
Select Payables Invoices – Transactions Real Time as “Subject Area”
Select “+” to create Dashboard Prompt
Select “Column Prompt”
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Select “Supplier” As Prompt
Select “Include “All Column Values”
Validate Prompt using Supplier Search Option
Save Prompt in the same folder /Shared Folders/Custom/DemoReports
Now create Dashboard
Select Same Location /Shared Folders/Custom/DemoReports
Ignore this warning and select “OK”
Drag Demo_AP_Prompt and Demo_Invoices
Run Report and validate
