Oracle HCM Cloud: Reporting and Analytics (D96205) – Outline

Detailed Course Outline

Course Overview
  • Agenda
  • Introductions
  • Goals and Objectives
  • Description of Methodology
  • Description of Materials
  • Description of Hands-On Activities
Getting Started with HCM Cloud Reporting with OTBI
  • Providing an Overview of Oracle Transactional Business Intelligence (OTBI)
  • Reviewing the Five Types of Roles in Oracle Application Security
  • Examining OTBI Separation of Functional Privileges by Job Role
  • Accessing OTBI
  • Cofiguring Preferences
  • Navigating the Application
  • Running Standard Analyses
Scoping Analyses
  • Examining Analysis Design
  • Assigning Titles and Purposes to Analyses
  • Reviewing Distribution
Examining Subject Areas
  • Understanding Tree Hierarchy Reporting
  • Examining Prepackaged Subject Areas
  • Reviewing the Structure of Prepackaged Subject Areas
  • Looking at Dimension Folders
  • Looking at Fact Folders
Constructing Custom Analyses
  • Examining the Process Driving Custom Analyses
  • Determining Custom Analysis Content
  • Creating Basic Custom Analyses
  • Creating Basic Custom Analyses
  • Creating Basic Custom Analyses
  • Saving Basic Custom Analyses
Using Filters
  • Examining Filters
  • Building Filters
  • Reviewing Filter Components
  • Examining Shared Filters
  • Using Saved Analyses As Filters
Adding Selection Steps
  • Comparing Selection Steps with Filters
  • Examining Selection Steps
  • Working with Selection Steps
  • Filtering via Selection Steps Based on Conditions
  • Using Selection Steps Based on Conditions: Exceptions
  • Using Selection Steps Based on Conditions: Top/Bottom (Ranking)
  • Using Selection Steps Based on Conditions: Match
Organizing Data within Analyses
  • Examining Table Prompts
  • Examining Sections
  • Working with Sections and Table Prompts
  • Examining Groups
  • Working with Groups
  • Examining Calculated Items
  • Working with Calculated Items
Organizing Analyses within OTBI
  • Exploring the BI Catalog
  • Reviewing the OTBI Report Web Catalog
  • Working with the New Drop-Down Menu
  • Searching the BI Catalog
  • Examining More Actions on Analyses
  • Printing and Exporting Analyses
Using Scheduling Agents
  • Examining Scheduling Agents
  • Running Agents
  • Listing Agents
  • Creating Agents with Conditions
  • Examining Actions
  • Managing Agent Alerts
Working with OTBI Visual Aides: Incorporating Visual Aides into Analyses
  • Examining Compound Layout Panes
  • Specifying Table/View Properties
  • Examining View Types
  • Examining View Editors
  • Applying Conditional Formatting
Working with OTBI Visual Aides: Understanding Advanced Analysis Views
  • Examining Trellis Views
  • Examining Advanced Visual Aids
  • Understanding Advanced Analysis Views
  • Examining Legend, Narrative, Ticker, Logical SQL and View Selector Views
Managing Analysis Content: Using Analysis Tools
  • Setting Analysis Properties
  • Working with Column Selectors
  • Adding Column Selectors to Analyses
Managing Analysis Content: Restructuring Data
  • Creating Master-Detail Channels
  • Defining the Master View
  • Defining the Detail View
  • Looking at the Master-Detail View in Action
Scoping Dashboards
  • Examining Dashboards
  • Reviewing Dashboard Content
  • Scoping Dashboards
Building Dashboards
  • Creating New Dashboards
  • Adding Content to Dashboards
  • Editing and Configuring Dashboard Format and Content
  • Examining Dashboard Prompts
  • Using the Tools Toolbar
  • Configuring Dashboard Preferences from My Account
Course Summary
  • Reviewing Course Objectives
  • Exploring Other OTBI Functions