Module 1: Course Overview

• Agenda
• Introductions
• Goals and Objectives
• Description of Methodology
• Description of Materials
• Description of Hands-On Activities

 Module 2: 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

 Module 3: Scoping Analyses

• Examining Analysis Design
• Assigning Titles and Purposes to Analyses
• Reviewing Distribution

 Module 4: 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

 Module 5: Constructing Custom Analyses

• Examining the Process Driving Custom Analyses
• Determining Custom Analysis Content
• Creating Basic Custom Analyses
• Saving Basic Custom Analyses

 Module 6: Using Filters

• Examining Filters
• Building Filters
• Reviewing Filter Components
• Examining Shared Filters
• Using Saved Analyses As Filters

 Module 7: 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

 Module 8: 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

 Module 9: 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

 Module 10: Using Scheduling Agents

• Examining Scheduling Agents
• Running Agents
• Listing Agents
• Creating Agents with Conditions
• Examining Actions
• Managing Agent Alerts

 Module 11: 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

 Module 12: 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

 Module 13: Managing Analysis Content: Using Analysis Tools

• Setting Analysis Properties
• Working with Column Selectors
• Adding Column Selectors to Analyses

 Module 14: 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

 Module 15: Creating Key Performance Indicators

• Understanding Key Performance Indicators
• Using KPIs in OTBI
• Examining KPI Terms
• Building Calculations for KPIs
• Building KPIs

 Module 16: Scoping Dashboards

• Examining Dashboards
• Reviewing Dashboard Content
• Scoping Dashboards

 Module 17: 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

 Module 18: Creating Briefing Books

• Examining Briefing Books
• Turning OBI Content into Briefing Books
• Editing Briefing Books
• Downloading and Viewing Briefing Books
• Adding Briefing Books to Dashboards
• Using Briefing Books with Agents

 Module 19: Course Summary

• Reviewing Course Objectives
• Exploring Other OTBI Functions

Oracle HCM Cloud: Reporting and Analytics Course Prerequisites:

No specific prerequisites are required for Oracle HCM Cloud: Reporting and Analytics Training; however, knowledge of the Human Resources and Payroll processes and general familiarity with Oracle HCM Cloud applications would be beneficial. Participants should also have some basic understanding of Business Intelligence practices, such as report building techniques, prior to attending the class.