Introduction to Oracle Transactional Business Intelligence (OTBI)

Oracle Transactional Business Intelligence (OTBI) is a powerful tool from Oracle. It’s built into Oracle Cloud Applications. OTBI helps analyze operational data. It creates custom reports and develops smart business intelligence solutions. These tools support better decision-making.

OTBI enables users to:

• Analyze operational data to gain deeper insights.
• Create customizable reports tailored to specific business needs.
• Develop business intelligence solutions that deliver real-time insights.

Key Components of OTBI

OTBI is composed of several core components that work together to provide a complete and flexible business intelligence environment:

1. Analyses

An analysis in OTBI is a query against the organization's transactional data to answer specific business questions.

How it works:

• Queries: Users create queries through tools like BI Publisher or Analysis Editor within OTBI, targeting available data sets.
• Output Formats: The query results can be displayed as tables, charts, or pivot tables.
• Filtering and Conditions: Filters and conditions allow users to narrow down the dataset, for example by date range or business unit.
• Parameters: Users can define parameters (static or user-prompted) to dynamically adjust the data retrieved at runtime.

Technical Highlights:

SQL-based: Analyses are built on SQL queries for flexible and powerful data retrieval.

Aggregation & Grouping: Data can be grouped and aggregated based on specific fields, like time periods or business categories.

2. Projects

Projects provide an interactive environment where users can explore multiple datasets from various sources within a single interface.

How it works:

• Data Import: Users can upload data from sources such as Excel, CSV files, or exported tables from Cloud Applications.
• Interactive Visualizations: Projects offer dynamic visual exploration with charts, graphs, and other visualization tools.
• Integration: Projects can integrate with ETL tools like Oracle Data Integrator for more complex data transformations.

Technical Highlights:

Data Blending: Combine multiple datasets for comparative and comprehensive analysis.

Advanced Visualizations: Leverage rich visualization types and support for extensions.

3. Dashboards

Dashboards serve as an integrated workspace that displays multiple analyses together, providing a consolidated view of the data.

How it works:

• Analysis Integration: Users can embed multiple analyses into a single dashboard page.
• Interactive Customization: Add buttons, links, and dynamic filters for a more interactive experience.
• Real-Time Updates: Dashboards can display live data through automatic refresh mechanisms.

Technical Highlights:

Responsive Layouts: Dashboards are responsive across devices (desktop, mobile, tablets).

Data Caching: Built-in caching mechanisms enhance dashboard loading performance.

Embedded Content: Ability to embed web pages, documents, and other rich content into the dashboards.

How OTBI Components Work Together

The integration between Analyses, Projects, and Dashboards is seamless within OTBI:

• Analyses provide the base data insights used in Projects.
• Projects allow for exploration and deeper visualization of the data.
• Dashboards consolidate analyses and projects into user-friendly, interactive interfaces for monitoring and decision-making.

Practical Use Cases for OTBI

• OTBI is widely used across various operational and strategic areas, including:
• Financial Performance Analysis: Monitoring revenue, expenses, and financial KPIs.
• Operational Reporting: Generating daily, monthly, or quarterly reports.
• KPI Monitoring: Tracking business performance metrics through interactive dashboards.

In the next, we will dive deeper into how to build advanced analyses, interactive projects, and effective dashboard designs in OTBI.

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