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Oracle Daily Business Intelligence

Training
Date: 31-Jul-2019, Wednesday
Presenter: Haslina Hasan

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Introduction

❖ Oracle Daily Business Intelligence (DBI) is an out-of-the-box


reporting and analysis framework that enables senior
managers and executives to see relevant, accurate, and
timely information using dashboards and drill-to reports.
❖ Oracle DBI is embedded EBS-Role Based Security
❖ Data Synchronization – Summary Tables and Views, Initial
Load and Incremental Load
❖ Runs directly from Transactional System

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DBI Introduction
Dashboard: A dashboard is a collection of content that is
designed to meet the needs of a particular responsibility.
Dashboards contain regions like parameters, tables, graphs,
links, and Key Performance Indicators (KPIs).

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DBI Introduction
Parameter: Each dashboard contains a set of
parameters that you can use to change the data
that is displayed on the dashboard. Some
parameters, such as Date or Period are common to Parameter
all dashboards. Other parameters, such as
Commodity, are unique to a specific dashboard.
Parameters are based on dimensions, which
organize data into reporting hierarchies. Each
dashboard has a parameter that acts as the
primary dimension for the dashboard. The primary
dimension differs
depending on the dashboard. For example, the
primary dimension on the Profit and Loss
dashboard is Manager.

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DBI Introduction
Region: A region is a unique set of
information on a dashboard. There are
types of regions: parameter, KPI, table, Parameter
graph, custom scorecard, RSS feed, KPI Region
Region

simulation view, links, and My Approvals.


You can drill down to more detailed
reports or to
transaction details in Oracle Applications Links
Region
from all regions with the exception of
the parameter region.

Table Graph
Region Region

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Personalize: Link Shortcut

LINKS

• In every dashboard or report, there


will be a Links shortcut for quick
access to the report or dashboard
without going through the main
page.
• Links can be customized according
to which type of reports /
dashboard user frequently view.

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Personalize: Link Shortcut

Steps :

1. Click Personalize on the Links 1


box.
2. From the list, select which
report you want to view.
3. Report that you have chosen
will appear .
4. Click Apply to save your work.
2

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Personalize: Add Content

CONTENT

• In any dashboard, user can add


content such as graph, KPI List,
Table, Links, Custom Scorecard, RSS
Feed, Application Portlets and URL
in the dashboard.

• User can add any of those content


according to their need, purpose or
for quick access.

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Personalize: Add Content

Steps :

1. Click Actions and from the list 1


select Add Content
2. Select which type of content
you want to add
3. Once done, click outside of
the box to view result 2

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Personalize: Parameter

PARAMETER

• User can personalize parameter by


arranging the Parameter detail

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Personalize: Parameter

Steps :

1. Click Actions and choose


Personalize Parameter
2. User can arrange the 1
Parameter display by using
the Move Up or Move Down
button
3. To hide the Parameter display
user can use the Display 2
check box
4. Click Apply to save your work
3

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Export File: PDF

EXPORT

• User can use the Export to a File


function to save a report.
• For Intelligence Overview and
Dashboard the file will be save in
PDF
• For reports category, the file will be
saved in either Microsoft Excel or
PDF format.

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Export File: PDF

Steps :

1. Click Actions and select 1


Export to a file
2. After user select Export to a
File, a box will prompt out for
user’s action
3. User can set which folder or
directory the file will be save
into using the browser 2
setting. If there is no setting
done, it will be on default
setting of the browser

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Export File: PDF

EXPORT

Sample of the file in PDF format

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Export File: Excel

Steps :

1. Click Actions and select


Export to a file 1
2. After user select Export to a
File, a box will prompt out for
user’s action
3. User can set which folder or
directory the file will be save
into using the browser
setting. If there is no setting 2
done, it will be on default
setting of the browser

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Export File: Excel

EXPORT

Sample of the file in Excel format

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