Creating Analytics and Cloud Reports Human Capital Management · PDF fileCreating Analytics...

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Oracle Human Capital Management Cloud Creating Analytics and Reports Release 9 This guide also applies to on-premise implementations

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OracleHuman Capital ManagementCloudCreating Analytics andReports

Release 9 This guide also applies to on-premiseimplementations

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Oracle® Human Capital Management Cloud Creating Analytics and Reports

Part Number E55297-03

Copyright © 2011-2015, Oracle and/or its affiliates. All rights reserved.

Author: Megan Wallace

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Contents

Preface i

1 Introduction 1About This Guide ...................................................................................................................................................... 1

Related Documents and Training .............................................................................................................................. 1

2 Overview 2Creating and Editing HCM Analytics and Reports: Overview ..................................................................................... 2

Saving Analytics and Reports: Points to Consider .................................................................................................... 2

What happens to customized analytics and reports when a patch is applied? .......................................................... 3

3 Security for Analytics and Reports 5Oracle Fusion Transactional Business Intelligence Security: Explained ....................................................................... 5

Reporting Data Duty Roles: Explained ...................................................................................................................... 6

Business Intelligence Roles: Explained ...................................................................................................................... 7

Delivered Roles for HCM Subject Areas .................................................................................................................... 8

Dimension Security: Explained ................................................................................................................................ 11

Viewing Reporting Roles and Permissions: Procedure ............................................................................................ 12

Customizing Security for Oracle Transactional Business Intelligence: Explained ....................................................... 13

Oracle Business Intelligence Publisher Security ....................................................................................................... 15

Frequently Asked Questions About Security and Reporting for Report Authors ....................................................... 18

Frequently Asked Questions About Security and Reporting for Security Administrators ............................................ 18

4 Analytics 20Creating and Editing Analytics: Highlights ............................................................................................................... 20

Data Structure ........................................................................................................................................................ 21

Analyses .................................................................................................................................................................. 22

Cross-Subject Area Analyses .................................................................................................................................. 30

Flexfields and Oracle Transactional Business Intelligence ........................................................................................ 32

Dashboards ............................................................................................................................................................ 41

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5 Reports 43Creating and Editing Reports: Explained ................................................................................................................. 43

Accessing Report Components to Customize: Points to Consider .......................................................................... 44

Using the Customize Option for Predefined Reports: Points to Consider ................................................................. 45

Links Between Original and Custom Reports: Points to Consider ........................................................................... 46

Layouts ................................................................................................................................................................... 47

Data Models ........................................................................................................................................................... 54

New Reports ........................................................................................................................................................... 56

6 Performance Tuning 63Performance Tuning for HCM Analytics and Reports: Points to Consider ................................................................ 63

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Preface

i

PrefaceThis Preface introduces information sources available to help you use Oracle Applications.

Oracle Applications HelpUse the help icon to access Oracle Applications Help in the application.

Note

If you don't see any help icons on your page, click the Show Help button in the global area. Not all pages havehelp icons.

You can also access Oracle Applications Help at https://fusionhelp.oracle.com/.

Oracle Applications GuidesTo find other guides for Oracle Applications, go to:

• Oracle Applications Help, and select Documentation Library from the Navigator menu.

• Oracle Help Center at http://docs.oracle.com/

Other Information Sources

My Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if youare hearing impaired.

Oracle Enterprise Repository for Oracle Fusion ApplicationsOracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com) provides details on assets (suchas services, integration tables, and composites) to help you manage the lifecycle of your software.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! - Send e-mail to:[email protected]. - Click your user name in the global area of Oracle Applications Help,and select Send Feedback to Oracle.

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Chapter 1Introduction

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1 Introduction

About This GuideThis guide is intended for report builders who want to modify and save custom analytics and reports as well as create newcontent in custom folders. The guide contains both conceptual and procedural information intended to help users build high-impact analytics, reports, and dashboards that are tailored to the content needs of a specific line of business or company.

Related Documents and TrainingReview videos, tutorials, and other help about analytics and reports in the Oracle Cloud Documentation Library.Regardless of your role, Oracle HCM Cloud analytics and reports are designed to make your job easier. For more informationon the delivered analytics and reports, see:

• Oracle Human Capital Management Cloud: Using Analytics and Reports

• Oracle Human Capital Management Cloud: Getting Started with Analytics and Reports

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Chapter 2Overview

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2 Overview

Creating and Editing HCM Analytics and Reports:OverviewThe predefined analyses, dashboards, and reports help you meet business intelligence requirements. You might want to editthem or create new ones for your own purposes. If you have the appropriate roles, you can customize analytics and reportsand make them available for use by others.

Setup and AdministrationSeveral tasks exist that support creating and editing analytics and reports. For example, an implementor or administrator can:

• Secure access to custom analytics and reports.

• Archive and move custom analytics and reports from one environment to another.

For more information about security tasks, see the Security and Reporting chapter in Securing HCM Cloud.

Saving Analytics and Reports: Points to ConsiderYou save analyses, dashboards, and reports in the business intelligence (BI) catalog, along with other objects. The cataloghas a hierarchy of folders, with My Folders and Shared Folders at the top. One important folder is Custom, which you findunder Shared Folders.

My FoldersYou're the only one who can access anything that you save in My Folders.

When you save a new analysis, dashboard, or report in this folder, you can see it in My Folders on the Reports and Analyticswork area, but not in My Folders in the Reports and Analytics pane on any other work area.

NoteThe only exception is when you create an analysis using the wizard in the Reports and Analytics pane, in whichcase the analysis is available in the pane on all work areas.

Shared FoldersIf you have the appropriate roles, you can also save in Shared Folders so that your custom analytics or reports are available toanyone with the appropriate access. It's best practice to save under the Custom subfolder, which has subfolders organizedby product family.

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Chapter 2Overview

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ImportantRegarding predefined analytics and reports:

• You should save a copy of the predefined analysis or dashboard in the corresponding product family subfolderunder the Custom folder, and edit only the copy. Directly edit predefined analytics only when necessary, to makesure that anything referencing the analysis or dashboard still works properly.

• For predefined reports only, there's a special Customize option that lets you copy the report and also the folderstructure and permissions. The copy is linked to the original, so editing the copy is like directly editing the original.

Custom FolderKeeping all custom objects in the Custom folder has the following benefits:

• While patches can update predefined analytics and reports outside the Custom folder, you ensure that customizedversions of those objects are not affected. You might lose customizations saved outside the Custom folder duringupgrades.

• You can easily locate and identify customized objects.

• You can edit objects in the Custom folder without compromising security on the original objects.

NoteWhen you copy an object into the Custom folder, the copied object inherits the permission settings of the Customfolder. Your administrator must reset the permissions on the object and the folder that it's in.

Related Topics• Reports and Analytics Pane: Explained

• Creating and Editing Reports: Explained

• Creating and Editing Analytics: Highlights

• Using the Customize Option for Predefined Reports: Points to Consider

What happens to customized analytics and reportswhen a patch is applied?All custom analytics and reports are preserved if you save them in the Custom subfolder within Shared Folders, or in MyFolders in the business intelligence (BI) catalog.

Changes to predefined analytics and reports outside the Custom folder are preserved only if the patch doesn't include a newversion of those BI objects. If the patch does include a new version of a predefined object that you edited outside the Customfolder, then:

• The new version overwrites the existing predefined object.

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Chapter 2Overview

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• A copy of the existing object (with your edits) is automatically created in the same folder, with a new name thatindicates it's a custom version.

If the patch includes a new version of both the predefined object and a folder in its file path, then:

• The new folder, along with the new version of the object, overwrites the existing predefined folder and object.

• A copy of the existing folder (along with your edited object) is automatically created. The folder is renamed to indicatethat it's a custom version, but your edited object is not renamed.

NoteFuture patches won't affect renamed custom objects or anything within a renamed custom folder.

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Chapter 3Security for Analytics and Reports

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3 Security for Analytics and Reports

Oracle Fusion Transactional Business IntelligenceSecurity: ExplainedOracle Fusion Transactional Business Intelligence is a real-time, self-service reporting solution. All Oracle HCM Cloud serviceapplication users with appropriate roles can use Oracle Fusion Transactional Business Intelligence to create analyses thatsupport decision-making. Business users can perform current-state analysis of their business applications using a varietyof tools. These include Oracle Business Intelligence Enterprise Edition (Oracle BI EE) as the standard query and reportingtool, Oracle Business Intelligence Answers (Oracle BI Answers), and Oracle Business Intelligence Dashboard end-user tools.This topic summarizes how access is secured to Oracle Fusion Transactional Business Intelligence subject areas, BusinessIntelligence Catalog folders, and Business Intelligence reports.

Subject AreasSubject areas are functionally secured using duty roles. The names of duty roles that grant access to subject areas includethe words Transaction Analysis Duty (for example, Workforce Transaction Analysis Duty). These duty roles exist underthe obi application in Oracle Entitlements Server.

This table identifies the subject areas that predefined HCM job roles can access.

HCM Job Role Subject Areas

Benefits Manager 

All Benefits 

Compensation Manager 

All Compensation 

Human Resource Analyst 

Goals, Workforce Management, WorkforcePerformance, Workforce Profiles, and Talent Review 

Line Manager 

All Workforce Management 

Payroll Manager 

All Payroll 

Analyses fail if the user can't access all subject areas in a report.

Business Intelligence Catalog FoldersBusiness Intelligence Catalog folders are functionally secured using the same duty roles that secure access to the subjectareas. Therefore, a user who inherits the Workforce Transaction Analysis Duty can access both the Workforce Managementfolder in the Business Intelligence Catalog and the Workforce Management subject areas.

This table identifies the Oracle Fusion Transactional Business Intelligence folders that predefined HCM job roles can access.

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HCM Job Role Oracle Fusion Transactional Business IntelligenceFolders

Benefits Manager 

OTBI Benefits 

Compensation Manager 

OTBI Compensation 

Human Resource Analyst 

Business Intelligence Publisher (BIP) Goals, BIPPerformance, BIP Profiles, OTBI Career, and OTBIWorkforce Management folders 

Line Manager 

BIP Compensation, BIP Workforce Management, OTBIWorkforce Management, and many OBIA folders 

Payroll Manager 

OTBI and OBIA Payroll folders 

Business Intelligence ReportsAnalyses are secured based on the folders in which they're stored. If you haven't secured Business Intelligence reports usingthe report privileges, then they're secured at the folder level by default. You can set permissions against folders and reportsfor Application Roles, Catalog Groups, or Users.

You can set permissions to:

• Read, Execute, Write, or Delete

• Change Permissions

• Set Ownership

• Run Publisher Report

• Schedule Publisher Report

• View Publisher Output

Reporting Data Duty Roles: ExplainedThe data that's returned in Oracle Fusion Transactional Business Intelligence (OTBI) reports is secured in a similar way to thedata that's returned in Oracle Fusion HCM pages. Data access is granted by roles that are linked to security profiles. Thistopic describes the part played by Reporting Data Duty Roles in securing access to data in OTBI reports. It also describeshow to enable this access in custom job roles.

Reporting Data Duty RolesEach of the Transaction Analysis Duty roles that grants access to subject areas and Business Intelligence Catalog (BI Catalog)folders inherits one or more Reporting Data Duty roles. These duty roles grant access to the data. The Reporting Data Dutyroles are under the hcm application in Oracle Entitlements Server.

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Custom Job RolesIf you create a custom job role with access to OTBI reports, then you must give the role both the obi and hcm versions ofthe Transaction Analysis Duty roles. These duty roles ensure that your custom job role has the function and data security forrunning the reports.

For example, if your custom role needs access to the Workforce Transaction Analysis subject areas, then it must inherit thefollowing duty roles:

Duty Role Oracle Entitlements Server Location

Workforce Transaction Analysis Duty 

Under the obi application

Workforce Transaction Analysis Duty(HCM) 

Under the hcm application

The Workforce Transaction Analysis Duty inherits the:

• Workforce Reporting Data Duty, providing access to person and assignment data

• Workforce Structures Reporting Data Duty, providing access to workforce structures

• Absence Management Reporting Data Duty, providing access to absence data

• Business Intelligence Authoring Duty, providing access to various features in Oracle Business Intelligence Answers(OBIA)

Business Intelligence Roles: ExplainedBusiness Intelligence roles apply to both Oracle Business Intelligence Publisher (Oracle BI Publisher) and Oracle FusionTransactional Business Intelligence. They grant access to Business Intelligence functionality, such as the ability to run orauthor reports. Users need one or more of these roles in addition to the roles that grant access to reports, subject areas,Business Intelligence catalog folders, and Oracle Fusion Human Capital Management data. This topic describes the BusinessIntelligence roles.

Business Intelligence roles are defined as application roles in Oracle Entitlements Server. This table identifies those roles.

Business Intelligence Role Description

BI Consumer Role 

Runs Business Intelligence reports. 

BI Author Role 

Creates and edits reports. 

BI Administrator Role 

Performs administrative tasks such as creating andediting dashboards and modifying security permissionsfor reports, folders, and so on. 

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Business Intelligence Role Description

BI Publisher Data Model Developer Role 

Creates and edits Oracle Business Intelligence Publisherdata models. 

BI Consumer RoleThe predefined Oracle Fusion Transactional Business Intelligence Transaction Analysis Duty roles inherit BI Consumer Role.You can configure custom roles to inherit BI Consumer Role so that they can run reports but not author them.

BI Author RoleBI Author Role inherits BI Consumer Role. Users with BI Author Role can create, edit, and run Oracle Fusion TransactionalBusiness Intelligence reports.

BI Administrator RoleBI Administrator Role is a superuser role. It inherits BI Author Role, which inherits BI Consumer Role. You're recommended toprovision this role to users in a test environment only.

None of the predefined HCM job roles has BI Administrator Role access.

BI Publisher Data Model Developer RoleBI Publisher Data Model Developer Role is inherited by the Application Developer role, which is inherited by the ApplicationImplementation Consultant role. Therefore, users with either of these predefined job roles can manage BI Publisher datamodels.

Delivered Roles for HCM Subject AreasAccess to subject areas in the Oracle Business Intelligence Catalog is secured by OTBI Transactional Analysis Duty roles. Thefollowing table lists subject areas and the corresponding job role, OTBI Transactional Analysis duty role, and Reporting Dataduty role that are required for creating custom reports using the subject areas. Both the OTBI Transactional Analysis dutyroles and the Reporting Data duty roles are inherited by the job roles. Use this table to verify that your users have the job rolesnecessary to create custom reports using subject areas.

NoteThe Line Manager role inherits the BI Consumer role. The BI Consumer role allows users to view reports, but notcreate new ones. All other job roles inherit the BI Author role, enabling users with those job roles to create newreports.

Subject Areas Job Role OTBI Transactional AnalysisDuty Role and Reporting DataDuty Role

• Benefits - Action Items RealTime

• Benefits - EnrollmentOpportunities Real Time

Benefits Manager 

Benefits Transaction Analysis Duty,Benefits Reporting Data Duty 

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Subject Areas Job Role OTBI Transactional AnalysisDuty Role and Reporting DataDuty Role

• Benefits - Enrollments RealTime

• Benefits - Potential LifeEvents Real Time

• Workforce Goals - GoalAlignments Real Time

• Workforce Goals - GoalStatus Overview Real Time

• Workforce Goals - Goal TasksReal Time

• Workforce Goals - TargetOutcomes Real Time

• Workforce Performance -Performance DocumentStatus Real Time

• Workforce Performance- Performance RatingDistribution Real Time

• Workforce Performance -Performance Rating RealTime

• Workforce Performance -Performance Task StatusReal Time

• Workforce Profiles - LibraryObjects Real Time

• Workforce Profiles - ModelProfile Real Time

• Workforce Profiles - PersonProfile Real Time

• Workforce SuccessionManagement - IncumbentPlans Real Time

• Workforce SuccessionManagement - Job PlansReal Time

HR Analyst 

• Goal ManagementTransaction Analysis Duty:Goal Management ReportingData Duty

• Performance ManagementTransaction Analysis Duty:Performance ManagementReporting Data Duty

• Workforce Profile TransactionAnalysis Duty: WorkforceProfile Reporting Data Duty

• Succession ManagementTransaction Analysis Duty:Succession ManagementReporting Data Duty

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Subject Areas Job Role OTBI Transactional AnalysisDuty Role and Reporting DataDuty Role

• Workforce SuccessionManagement - PlanCandidates Real Time

• Compensation - SalaryDetails Real Time

• Compensation - SalaryHistory Details Real Time

• Compensation - Stock DetailsReal Time

• Compensation - WorkforceCompensation Budgets RealTime

• Compensation - WorkforceCompensation Real Time

• Compensation Manager

• Compensation Analyst

Compensation Transaction AnalysisDuty, Compensation ReportingData Duty 

• Payroll - Element Entries RealTime

• Payroll - Payments CostingReal Time

• Payroll - PaymentsDistribution Real Time

• Payroll - Payroll Run CostingReal Time

• Payroll - Payroll Run ResultsReal Time

• Payroll - Retroactive Pay RealTime

Payroll Manager 

Payroll Transaction Analysis Duty,Payroll Reporting Data Duty 

• Workforce Management -Absence Real Time

• Workforce Management -Documents of Record RealTime

• Workforce Management -Employment Contract RealTime

HR Analyst 

• Absence ManagementTransaction Analysis Duty:Absence ManagementReporting Data Duty,Workforce StructureReporting Data Duty

• Document of RecordTransaction Analysis Duty:

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Subject Areas Job Role OTBI Transactional AnalysisDuty Role and Reporting DataDuty Role

• Workforce Management -Grade Rate Real Time

• Workforce Management -Person Real Time

• Workforce Management -Position Real Time

• Workforce Management -Work Relationship Real Time

• Workforce Management -Worker Assignment EventReal Time

• Workforce Management -Worker Assignment Real Time

• Workforce Management -Vacancy Real Time

Document of RecordReporting Data Duty

• Workforce TransactionAnalysis Duty: WorkforceReporting Data Duty,Workforce StructureReporting Data Duty

• Goal ManagementTransaction Analysis Duty:Goal Management ReportingData Duty

• Performance ManagementTransaction Analysis Duty:Performance ManagementReporting Data Duty

• Workforce Profile TransactionAnalysis Duty: WorkforceProfile Reporting Data Duty

• Succession ManagementTransaction Analysis Duty:Succession ManagementReporting Data Duty

Dimension Security: ExplainedA dimension is a collection of business attributes or a hierarchy structure that you use to group or aggregate numericmeasures. All Oracle Transactional Business Intelligence dimensions are unsecured, except for the Assignment Managerdimension. This means that when you select a dimension by itself, for example the worker or department dimension, you cansee all worker and department data unfiltered. Oracle Transactional Business Intelligence data security is not applied until youselect more than one dimension or one dimension plus one or more metrics.

For example, if you select Department Name from the Workforce Management - Worker Assignment subject area, you canview all departments that are configured in your organization. When you add Assignment Count to the report, your securityprofile is then applied and you can view only workers in the departments to which you have access.

Assignment ManagerAssignment Manager is a hierarchical structure representing the reporting relationship between workers and managers. Thisis the only secured HCM dimension in Oracle Transactional Business Intelligence. The Assignment Manager hierarchy isrestricted to line managers based on the user who is signed in. A line manager can view only people below him or her in themanager reporting chain. If the user who is signed in doesn't have any direct reports, he or she won't see any data when youinclude Assignment Manager in the report.

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Reserve the use of Assignment Manager for line managers only. For other job roles such as HR Analysts who are notline managers but need to view supervisor information, use the Manager Name in the Worker dimension instead of theAssignment Manager hierarchy.

Viewing Reporting Roles and Permissions: ProcedureViewing reporting roles and permissions can help you to understand how Oracle Fusion Transactional Business Intelligence(OTBI) security works.

This topic explains how to view the:

• Transaction Analysis Duty roles that a job role inherits

• Permissions for sample OTBI reports in the Business Intelligence (BI) Catalog

Viewing Transaction Analysis Duty RolesSign in with the IT Security Manager job role and follow these steps:

1. Select Navigator - Tools - Setup and Maintenance to open the Setup and Maintenance work area.

2. On the All Tasks tab of the Overview page, search for and select the Manage Duties task.

The Oracle Entitlements Server Authorization Management page opens. On the Home tab:

a. In the Application Name section, select hcm.

b. In the Search and Create section, click Search - External Roles.

The Search - External Roles page opens.

3. In the Display Name field, enter the name of the job role. For example, enter Human Resource Analyst and clickSearch.

4. In the search results, select Human Resource Analyst and click Open Role.

The Human Resource Analyst page opens.

5. Select the Application Role Mapping tab.

6. Expand the hcm folder.

Notice the Transaction Analysis Duty roles, such as Documents of Record Transaction Analysis Duty(HCM), that thisrole inherits.

7. Expand the Absence Management Transaction Analysis Duty(HCM) role.

It inherits the Absence Management Reporting Data Duty role and the Workforce Structures Reporting Data Dutyrole.

8. Collapse the hcm folder and expand the obi folder.

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Notice the Transaction Analysis Duty roles that appear here also.

9. Expand the Absence Management Transaction Analysis Duty role.

10. Expand BI Author Role. It inherits BI Consumer Role.

11. Close the Authorization Management page and sign out.

Viewing Permissions for OTBI Reports in the BI CatalogTo view these permissions, you must have a role that inherits BI Administrator Role. None of the predefined HCM job rolesinherits BI Administrator Role.

1. Select Navigator - Tools - Reports and Analytics to open the Reports and Analytics work area.

2. In the Contents pane, click Browse Catalog. The Business Intelligence Catalog page opens.

3. In the Folders pane, expand Shared Folders.

Expand the Human Capital Management folder and then the Payroll folder.

4. Click the Transactional Analysis Samples folder.

A list of reports appears in the BI Catalog page.

5. Under Costing Reports, click More - Permissions .

The Permissions dialog box opens. Scroll down to see the complete list of permissions, which includes the role BIAdministrator Role.

6. Return to the Oracle Fusion Applications window and sign out.

Customizing Security for Oracle TransactionalBusiness Intelligence: ExplainedYou can customize security for Oracle Transactional Business Intelligence by:

• Creating a custom job role

• Modifying Oracle Business Intelligence roles

Creating a Custom Job RoleIf you want to customize which subject areas your users have access to, don't customize the delivered job roles. Create acustom job role, and assign the Oracle Transactional Business Intelligence duty roles as needed.

After you create the custom job role, add duty roles to it using the Oracle Entitlements Server Authorization Policy Managerconsole. Provision the role with both the obi and hcm versions of the Transaction Analysis Duty roles. These duty roles ensurethat your custom job role has both access to the subject areas and to the data.

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For example, if you want your custom job role to have access to the subject areas that are secured by the WorkforceTransaction Analysis duty role, you must grant Oracle Transactional Business Intelligence duty roles as listed in the followingtable.

Duty Role Oracle Entitlements Server Authorization PolicyManager Location

Workforce Transaction Analysis Duty 

Listed under the obi application

Workforce Transaction Analysis Duty (HCM) 

Listed under the hcm application

With the Workforce Transaction Analysis duty roles assigned in both the obi and hcm applications, the custom job roleprovides the following access:

• Oracle Business Intelligence Catalog folder: Workforce Management folder under Human Capital Management inShared Folders.

• Oracle Transactional Business Intelligence subject areas:

◦ Workforce Management - Employment Contract Real Time

◦ Workforce Management - Grade Rate Real Time

◦ Workforce Management - Person Real Time

◦ Workforce Management - Position Real Time

◦ Workforce Management - Work Relationship Real Time

◦ Workforce Management - Worker Assignment Event Real Time

◦ Workforce Management - Worker Assignment Real Time

• HCM data security privileges:

◦ Workforce Reporting Data duty, which provides access to person and assignment data

◦ Workforce Structures Reporting Data duty: which provides access to workforce structures

The Workforce Transaction Analysis duty role also includes the BI Author role, which provides access to the Oracle BusinessIntelligence Answers tool for creating ad-hoc analyses.

Modifying Business Intelligence RolesThe delivered OTBI Transaction Analysis duty roles inherit business intelligence roles that enable users to perform tasks withinthe Business Intelligence tools such as Oracle Business Intelligence Answers and Oracle Business Intelligence Publisher. Thedefault roles are:

• BI Consumer

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• BI Author

• BI Administrator

The delivered OTBI Transaction Analysis duty roles inherit only the BI Consumer role, which provides view-only access toanalyses and reports. You assign the BI Author role at the job role level, giving you flexibility in granting the BI Author privilegeto only those job roles that you want to have access to create and edit analyses and reports. The following table lists the maineffects of this setup and the potential changes you might want to make to your business intelligence roles.

Effect on Business Intelligence Access Possible Changes

The delivered HCM job roles don't include access tocreate data models in Oracle Business IntelligencePublisher. 

Grant the BI Administrator role to a user or to a customjob role. 

As BI Consumers, all delivered job roles can only viewanalyses. 

Grant the BI Author role to job roles (e.g. HR Analyst,Compensation Manager, and so on) that you want to beable to create or edit analyses and reports. 

Oracle Business Intelligence Publisher Security

Business Intelligence Publisher and PII Data: ExplainedPersonally identifiable information (PII) tables are secured at the database level using virtual private database (VPD) policies.Only authorized users can report on data in PII tables. This restriction also applies to Business Intelligence Publisher (BIPublisher) reports. The data in PII tables is protected using data security privileges that are granted by means of duty roles inthe usual way. This topic identifies the Oracle Fusion Human Capital Management (Oracle Fusion HCM) tables that contain PIIdata and the data security privileges that are used to report on them.

Oracle Fusion HCM PII TablesThis table lists the Oracle Fusion HCM PII tables and the privileges that are used to report on data in these tables.

Table Data Security Privilege

PER_ ADDRESSES_F 

PER_ REPORT_ PERSON_ ADDRESS_DATA 

PER_ DRIVERS_ LICENSES 

PER_ REPORT_ DRIVER_ LICENSE_DATA 

PER_ EMAIL_ ADDRESSES 

PER_ REPORT_ PERSON_ EMAIL_DATA 

PER_ NATIONAL_ IDENTIFIERS 

PER_ REPORT_ PERSON_ NATIONAL_ IDENTIFIER_DATA 

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Table Data Security Privilege

PER_PASSPORTS 

PER_ REPORT_ PERSON_ PASSPORT_DATA 

PER_PHONES 

PER_ REPORT_ PERSON_ PHONE_DATA 

PER_ VISAS_ PERMITS_F 

PER_ REPORT_ PERSON_ VISA_DATA 

NoteWork e-mail and phone aren't protected.

All of these privileges are accessible using the Workforce Reporting Data Duty role.

Business Intelligence Publisher Secured List Views: ExplainedBusiness Intelligence Publisher (BI Publisher) is a set of tools for creating formatted reports based on data models. You canaccess BI Publisher from BI Composer or the BI Catalog by clicking New - Report . This topic describes how you can usesecured list views to secure access to data in BI reports.

Some reporting tools combine the data model, layout, and translation in one report file. With that approach, businessintelligence administrators must maintain multiple copies of the same report to support minor changes. By contrast, BIPublisher separates the data model, layout, and translation. Therefore, BI reports can be:

• Generated and consumed in many output formats, such as PDF and spreadsheet

• Scheduled for delivery to e-mail, printers, and so on

• Printed in multiple languages by adding translation files

• Scheduled for delivery to multiple recipients

BI Publisher Data Security and Secured List ViewsWhen you create a BI Publisher data model with physical SQL, you have two options.

You can:

1. Select data directly from a database table, in which case the data you return isn't subject to data-securityrestrictions. Because you can create data models on unsecured data using BI Publisher, you're recommended tominimize the number of users who can create data models.

2. Join to a secured list view in your select statements. The data returned is determined by the security profiles thatare assigned to the roles of the user who's running the report.

The following table shows, for each database table:

• The secured list view

• The data security privilege required to report on data in the table, if it's accessed using the secured list view

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• The duty role that has the security privilege

Table Secured List View Data Security Privilege Duty Role

PER_ ALL_PEOPLE_F 

PER_ PERSON_SECURED_ LIST_V 

PER_ REPORT_PERSON_DATA 

Person Reporting Duty 

PER_PERSONS 

PER_ PUB_ PERS_SECURED_ LIST_V 

PER_ REPORT_PERSON_DEFERRED_DATA 

Public Person ReportingDuty 

PER_ ALL_ASSIGNMENTS_M 

PER_ ASSIGNMENT_SECURED_ LIST_V 

PER_ REPORT_ASSIGNMENT_ DATA 

Assignment ReportingDuty 

HR_ ALL_ORGANIZATION_UNITS_F 

PER_ DEPARTMENT_SECURED_ LIST_V 

PER_ REPORT_DEPARTMENT_ DATA 

Workforce StructuresReporting Data Duty 

HR_ ALL_ORGANIZATION_UNITS_F 

PER_ LEGAL_ EMP_SECURED_ LIST_V 

PER_ REPORT_ LEGAL_EMPLOYER_DATA 

Legal EmployerReporting Duty 

HR_ ALL_ POSITIONS_F 

PER_ POSITION_SECURED_ LIST_V 

PER_ REPORT_POSITION_DATA 

Workforce StructuresReporting Data Duty 

PER_JOBS_F 

PER_ JOB_ SECURED_LIST_V 

PER_ REPORT_HR_JOB_DATA 

Workforce StructuresReporting Data Duty 

PER_LOCATIONS 

PER_ LOCATION_SECURED_ LIST_V 

PER_ REPORT_LOCATION_DATA 

Workforce StructuresReporting Data Duty Human ResourcesLocation Reporting Duty 

PER_GRADES_F 

PER_ GRADE_SECURED_ LIST_V 

PER_ REPORT_ASSIGNMENT_GRADE_DATA 

Workforce StructuresReporting Data Duty 

PER_ LEGISLATIVE_DATA_GROUPS 

PER_ LDG_ SECURED_LIST_V 

PER_ REPORT_LEGISLATIVE_ DATA_GROUP_DATA 

Legislative DataReporting Duty 

PAY_ ALL_PAYROLLS_F 

PER_ PAYROLL_SECURED_ LIST_V 

PER_ REPORT_PAYROLL_ DEFINITION_DATA

Payroll Reporting DataDuty 

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Table Secured List View Data Security Privilege Duty Role

 

CMP_SALARY 

CMP_ SALARY_SECURED_ LIST_V 

CMP_ REPORT_SALARY_DATA 

Compensation ReportingData Duty 

NotePER_JOBS_F, PER_LOCATIONS, and PER_GRADES_F aren't currently secured. The secured list views andprivileges for these tables aren't currently used.

When creating custom BI Publisher reports, you can find details of the secured list views in Oracle Enterprise Repository(OER). In the Assets pane, set the Type value to View and the Logical Business Area value to Human CapitalManagement.

Frequently Asked Questions About Security andReporting for Report Authors

Why do I get a list of all legal employers instead of only onewhen I create a report?If you select only one dimension in an analysis, the dimension is not secured by the data security of the user, so the reportreturns all dimension values. Add one or more dimensions or metrics to the analysis, and the report will be filtered by thesecurity profile of the user.

Frequently Asked Questions About Security andReporting for Security Administrators

How can I customize Oracle Transactional BusinessIntelligence duty roles?If you are using Oracle HCM Cloud service, you can't customize the delivered OTBI duty roles or the associated securityprivileges.

You can customize Oracle Transactional Business Intelligence reporting security by assigning different OTBI duty roles to ajob role according to your needs.

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Why can't users with a custom Compensation Manager rolesee any data from the Compensation Salary Details - RealTime subject area?Payroll element attributes in the Compensation - Salary Details Real Time subject area are secured by the Payroll ReportingData duty role. The delivered Compensation Analyst and Compensation Manager Job roles do not inherit the PayrollReporting Data duty. Grant the user the Payroll Reporting Data Duty to view Payroll element attributes. Map the PayrollReporting duty role to your custom role and then regenerate any data roles that inherit your custom job roles.

How can I grant line managers access to talent managementsubject areas?The predefined Line Manager role does not have access to talent management subject areas. You must create a customjob role and grant the OTBI talent management analysis duty roles to this custom job role. For example, create a custom jobrole that grants OTBI reporting access to worker assignment, performance management, goal management and talent profileinformation.

How can I ensure that users other than the report author canview a custom Oracle Transactional Business Intelligencereport?If you are using custom job roles, verify that you have granted the proper OTBI Transaction Analysis duty roles inboth hcm and obi applications in APM, and that you have assigned the proper data role to the job role, for example,XX_HR_Analyst_View All.

How can I grant access to the Compensation subject areas toa line manager?The delivered Line Manager role does not have access to the compensation subject areas. You must create a custom LineManager job role and map the Compensation Transaction Analysis Duty for both the HCM and OBI applications.

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4 Analytics

Creating and Editing Analytics: HighlightsEdit and create custom analytics to provide ad hoc reporting on your transactional data. The predefined analyses anddashboards help answer many of your business questions, but you can also create your own to meet custom requirements.

This table gives a just a few examples of creating or editing analytics.

Task Example

Create an analysis 

Your team needs a simple list of all your accounts,sorted by account ID. You include the account name,ID, and address in a new analysis, and add sorting onthe ID column. 

Create a view 

A predefined analysis has a bar graph. You save acustom version of this analysis with a table view and addit below the graph. 

Create a view selector 

You later decide that you want to toggle betweenviewing a table and a graph. You add a view selectorthat includes the table and graph views. 

Edit a dashboard prompt 

A predefined dashboard has a Start Date prompt. Youmake a copy of the dashboard and replace Start Datewith a date range prompt. 

Create a dashboard 

You create a dashboard that includes an analysis and areport to view both together. 

TipA wizard in the Reports and Analytics pane is available to help you create or edit analyses.

Data Source CustomizationAdministrators can customize the business intelligence (BI) repository to determine the columns available for you to use.

• They enable flexfields (which support custom attributes) for BI, and import them into the repository. Refer to theOracle Cloud: Administering Transactional Analyses guide.

See: Configuring Flexfields for Business Intelligence

• You can then select attributes from flexfields to include in your analyses.

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Related Topics

• Reports and Analytics Pane: Explained

Data Structure

Data Structure for Analytics: ExplainedThe business intelligence (BI) repository contains the metadata that defines which columns you can include in analyses, andthe source of that data. The repository is organized into subject areas, which contain folders with the columns.

NoteYou can also use the BI repository as a data source for reports.

ColumnsThis table describes the three types of columns.

Column Type Description Example Icon for Column Type

Fact 

Provides a measure ofsomething, meaning thatthe values are numbers. 

Total 

Yellow ruler 

Attribute 

Represents a piece ofinformation about abusiness object, withvalues that are dates,IDs, or text. 

Note Attribute columnscan be flexfieldsegmentsimported into theBI repository.

 

Start Date 

Gray paper 

Hierarchy 

Holds data valuesthat are organized in ahierarchical manner. 

Time, with sublevels:

• Year

• Quarter

• Month

Column: Hierarchy ofblue squaresSublevel: Blue or whitesquare

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Subject AreasWhen you create an analysis, you first select a subject area, which contains columns related to a specific business object orarea. You then open folders within the subject area to find the columns to include.

FoldersEach subject area has one fact folder and a number of dimension folders. Folders can have subfolders.

• Fact folders:

◦ Contain fact columns.

◦ Are usually at the bottom of the list of folders and are usually named after the subject area.

• Dimension folders:

◦ Contain attribute and hierarchical columns.

◦ Are joined to the fact folder within a subject area.

For example, if your analysis has the Currency attribute from a dimension folder, you see currencies in theresults. If you also add the Total fact, then your analysis includes only records with both a currency and a totalamount. The more columns you add, the smaller the query set for your analysis.

◦ Can be common folders, or common dimensions, that appear in more than one subject area.

ImportantIf your analysis has columns from multiple subject areas, then you:

• Should include columns only from dimension folders that are common to all of those subjectareas. At least one such column is required.

• Must include one column from the fact folder in each of those subject areas.

Related Topics

• Customizing Data Models: Procedure

Analyses

Creating and Editing Analyses Using a Wizard: ProcedureYou can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you allavailable features, you can still use it to make typical changes, for example adding views or filters.

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RestrictionThe function of the wizard is only for creating and editing analyses. Use Oracle Business Intelligence Answers tocreate dashboards and to delete analyses.

Creating an Analysis

1. Open the Reports and Analytics pane in any work area.

2. Click Create and select Analysis.

3. Select the subject area that has the columns you want for your analysis.

4. Optionally, add more subject areas or remove any that you no longer need.

5. Select the columns to include, set options for each column, and click Next.

6. Optionally, enter a title to appear at the top of the analysis, above the analysis name that you enter in the last step.

7. Select the type of table or graph to include, specify the layout of the views, and click Next.

TipAt any point after this step, you can click Finish to go to the last step, to save your analysis.

8. Optionally, set more options for the table or graph, and click Next.

9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts overa certain threshold in red. Click Next.

11. Enter the name of your analysis and select a folder to save it in.

12. Click Submit.

Editing an Analysis

1. Open the Reports and Analytics pane in any work area where the analysis is available.

2. Select your analysis in the pane and click Edit.

3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed.

4. To update an existing analytic, select the same name in the same folder.

TipTip: To copy the analysis, name it either with a new name or in a new folder.

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5. Click Submit.

Related Topics

• Reports and Analytics Pane: Explained

• Saving Analytics and Reports: Points to Consider

Creating an Absences by Department Analysis: WorkedExampleYou are an HR specialist and you want to create an analysis to help you review what types of absences are occurring acrossall departments.

The following table summarizes key decisions for creating the analysis.

Decisions to Consider In This Example

What information to include? 

• Department name

• Absence reason

• Number of absences

What type of layout is required? 

Table with a bar graph below it. 

Do the table columns require any special formatting? 

Yes, for the purpose of easier scanning. For the table,associate colors with thresholds so that 30 or moreabsences of one type are highlighted in red, and 10 orfewer absences of one type are highlighted green. 

Is this analysis available for others to use? 

No. Save it to My Folders. 

To create an analysis of absences by department, complete these tasks:

1. Select columns

2. Define the layout

3. Add column formatting

4. Save the analysis

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Selecting Columns

1. Navigate to the Reports and Analytics work area.

2. Click Create.

3. Select Analysis.

4. In the Select Subject Area window, select the Workforce Management - Absence Real Time subject area.

5. On the Create Analysis: Select Columns page, expand the Workforce Management - Absence Real Timefolder.

6. Expand the Department folder.

7. Select Name and click the Add icon button to move the column to the Selected Columns area.

8. Expand the Absence Reason folder.

9. Select Absence Reason Name and click the Add icon button to move the column to the Selected Columns area.

10. Expand the Assignment Absences folder.

11. Select # Of Absences and click the Add button to move the column to the Selected Columns area.

12. Click Next.

Defining the Layout

1. On the Create Analysis: Select Views page, enter Absence by Department in the Name field.

2. Next to the Table field, click None to open the Table menu.

3. Select Table (recommended).

4. Next to the Graph field, click None to open the Graph menu.

5. Select Bar (recommended).

6. Use the default layout value of Table above Graph.

7. Click Next.

8. On the Create Analysis: Edit Graph page, click Next.

9. On the Create Analysis: Sort and Filter page, click Next.

Adding Column Formatting

1. On the Create Analysis: Highlight page, click Add Column Format in the Formatting region.

2. Select # Of Absences.

3. In the first Threshold field, enter 10, and click the down arrow in the first Color field. Select the color Green.

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Tip: If you hover over the colors, hover text will show the name of the color.

4. In the second Threshold field, enter 30, and click the down arrow in the third Color field. Select the color Red(leave the second color yellow).

5. Click Next.

Saving the Analysis

1. In the Create Analysis: Save page, Save In region, enter Absence by Department in the Analysis Name field, entera description, and then select My Folders.

2. Click Submit.

3. Click OK.

Creating and Editing Analyses with Advanced Features:ProcedureEven though you can use a wizard to create or edit analyses, you might have to use advanced features for complicatedanalyses or specific requirements. For example, you can create view selectors so that users can toggle between views withinan analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the businessintelligence catalog.

Creating or Editing an Analysis

1. Open the Reports and Analytics pane in any work area.

2. Click the Browse Catalog button.

3. Click the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area.

Or, select your analysis in the Folders pane and click Edit.

4. Use the tabs as described in this table.

Tab Task

Criteria 

Select and define the columns to include. Add filters. 

Results 

Add views and set options for results. 

Prompts 

Define prompts to filter all views in the analysis. 

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Tab Task

Advanced 

View or update the XML code and logical SQLstatement that the analysis generates. Set options related to query performance. 

5. Save your analysis.

Performing Other Actions on an Analysis

1. Open the Reports and Analytics pane in any work area where the analysis is available.

2. Select your analysis in the pane and click More.

3. Click More for your analysis and select the desired action, for example Delete or Copy.

Related Topics

• Reports and Analytics Pane: Explained

• Saving Analytics and Reports: Points to Consider

Reporting for HCM as of a Specific Date: ExplainedIn Oracle Transactional Business Intelligence, the ability to report as of a specific date depends on whether you are reportingon event-type measures or non-event type measures.

Event-Type MeasuresEvent-type measures in Transactional Business Intelligence are those that include a time dimension, or specific dateassociated with them, such as assignment events, absences, and performance. Because these measures have specific datesassociated with them, you can run queries against them as of a specific date. You can produce trend reports for any subjectarea that has the time dimension, meaning any subject area that contains event-type measures.

Non-Event Type MeasuresNon-event type measures don't have a specific date associated with them, for example, headcount and salary. TransactionalBusiness Intelligence is designed to report on non-event measures as of the current date. To report on non-event measuresas of a specific date, you must add a prompt for the date to your analysis, and add this SQL statement to the analysis: SETVARIABLE PARAM_EFFECTIVE_DATE='@{AsOfDate}';

Creating a Headcount Analysis with Date-Effectivity: WorkedExampleThis example demonstrates how to create a report with effective-date reporting capability for a non-event measure. The non-event measure in this example is headcount. You want an analysis to review headcount by department, but headcount is not

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a specific event. Using the Workforce Management - Worker Assignment Real Time subject area, you add a prompt for theeffective date so that you can review the data as of a specific date.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which subject areas are needed? 

Workforce Management - Worker Assignment Real Time 

Does the analysis require an SQL statement? 

Yes. An SQL statement is needed for the as-of datecapability. 

Creating a Date-Effective Analysis for Headcount

1. Navigate to the Reports and Analytics pane

2. Click Browse Catalog.

3. Click the New menu, and select Analysis.

4. In the Select Subject Area window, select the Workforce Management - Worker Assignment Real Timesubject area.

5. In the Subject Areas region of the Criteria tab, expand the Worker Assignment folder.

6. Select Head Count and drag it to the Selected Columns region.

7. Expand the Department folder, select Name, and drag it to the Selected Columns region.

8. Select the Prompts tab.

9. On the right-hand side of the page on the Prompts tab, click New and select Variable prompt.

10. In the New Prompt window, leave the value of Presentation Variable in the Prompt for field, and enter AsOfDate.

11. In the Label field, enter Workers as of (mm/dd/yyyy).

12. Expand the Options region.

13. In the Variable Data Type menu, select Date.

14. Select the Require user input option.

15. Select Dynamic for the Text Field Width.

16. Click OK.

17. Select the Advanced tab.

18. On the Advanced tab, scroll down to the Advanced SQL Clauses region.

19. In the Prefix field, enter SET VARIABLE PARAM_EFFECTIVE_DATE='@{AsOfDate}';

20. Click Apply SQL.

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21. Click OK to clear the message.

22. Click Save Analysis.

23. In the Save As window, select My Folders and enter Date-Effective Headcount in the Name field.

24. Click OK.

25. At the top of the page, click the Home link to return to the OBI EE home page.

26. Locate your report in the Recent region.

27. Click Open.

28. In the Workers as of mm/dd/yyyy field, enter an effective date in the proper format.

29. Click OK.

30. Review the results in the Head Count field.

Adding an Analysis to the Human Resources Dashboard:Worked ExampleThis example shows how to add an analysis to the Human Resources dashboard. This dashboard is a page in theapplication, not a dashboard in the business intelligence (BI) catalog.

You can add predefined or custom analyses to any desktop page that you can personalize or customize.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add? 

Position Occupancy. 

Warning Make sure that the analysis isn't queryingagainst a large volume of records. If it is, thenthe Human Resources dashboard can take along time to open after you add the analysis.

 

Do you have to change the layout of the page? 

Yes, to a two-column layout that is wider on the rightside. 

Note The one- or two-column layout gives enoughspace to properly display analyses.

 

Do you want all or only one view of the analysis? 

All views. 

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Decisions to Consider In This Example

Are these changes for you only, or for all users of theHuman Resources dashboard? 

You only. 

Adding an Analysis to the Human Resources Dashboard1. Open the Human Resources dashboard.

2. Click your name in the global area and select Edit Current Page.

3. Click Change Layout and select Two columns, narrow left.

4. Click Add Content for the wider column.

The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

5. Click through the folders in the catalog until you see the name of the analysis, and click Add to include all views ofthe analysis.

If you instead click Open or Position Occupancy, you can select a specific view to add.

6. Click Close after you see the analysis added to the top of the wider column on the dashboard.

7. Click Save and then Close.

Cross-Subject Area Analyses

Cross-Subject Area Analyses: ExplainedYou can create analyses that combine data from more than one subject area. This type of query is referred to as a cross-subject area analysis. Cross-subject area analyses can be classified into three broad categories:

• Using common dimensions

• Using common and local dimensions

• Combining more than one result set from different subject areas using set operators such as union, union all,intersection and difference.

Common DimensionsA common dimension is a dimension that exists in all subject areas that are being joined in the report. For example, both theWorkforce Management - Worker Assignment Real Time and the Workforce Management - Worker Assignment Event RealTime subject areas have Worker, Job, and Department available for use in the respective subject areas. These are consideredcommon dimensions between these two subject areas and they can be used to build a cross-subject area report.

Common and Local DimensionsThe Worker Assignment Details dimension in the Workforce Management - Worker Assignment Real Time subject area is notavailable in the Workforce Management - Worker Assignment Event Real Time subject area; therefore it is a local dimensionfor the purposes of a cross-subject area query between these two subject areas.

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Creating a Cross-Subject Area Analysis for HCM: WorkedExampleThis example demonstrates how to create a real-time analysis that includes more than one subject area, which is referredto as a cross-subject area analysis. In this example, you create an analysis of headcount by department with the annualizedsalary in the local currency.

The following table summarized key decisions for this scenario.

Decisions to Consider In This Example

Which subject areas are needed? 

For headcount by department, select WorkforceManagement - Worker Assignment Real Time. For salary, select Compensation - Salary Details RealTime. 

Does the analysis require an SQL statement? 

Yes, to join the two subject areas. 

Creating a Cross-Subject Area Analysis

1. In the Reports and Analytics work area, click Browse Catalog.

2. Click New and select Analysis.

3. In the Select Subject Area window, select the Workforce Management - Worker Assignment Real Timesubject area.

4. In the Subject Area region of the Criteria tab, expand the Department folder.

5. Click Name and drag it to the Selected Columns area.

6. Expand the Worker Assignment folder.

7. Click Head Count and drag it to the Selected Columns area to the right of the Department Name column.

8. In the upper-right corner of the Subject Areas region, click Add/Remove Subject Areas.

9. In the Add/Remove Subject Areas window, select Compensation - Salary Details Real Time.

10. Click OK.

11. In the Subject Areas region of the Criteria tab, expand the Compensation - Salary Details Real Time folder.

12. Expand the Salary folder.

13. Click Annualized Salary and drag it to the Selected Columns area to the right of the Head Count column.

14. Click the Results tab to see the results of the analysis.

15. Click the Criteria tab again to return to the analysis definition.

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16. In the Subject Areas region on the Criteria tab, expand the Salary Details folder in the Compensation - Salary DetailsReal Time folder.

17. Click Apps Local Currency Code and drag it to the Selected Columns area to the right of the Annualized Salarycolumn.

18. Click the Results tab to view the report again. The Head Count column is now blank.

19. To correct the blank headcount, click the Advanced tab.

20. On the Advanced tab, scroll down to the Advanced SQL Clauses region.

21. Select the Dimensionality check box.

When you select this check box, the logical SQL is appended with the following request variable value, enabling youto join the two subject areas: SET VARIABLE ENABLE_DIMENSIONALITY = 1;

22. Click Apply SQL.

23. In the Message from Web page window, click OK.

24. Click the Results tab again to see that the Head Count column now has numbers.

25. Click Save Analysis.

26. Save to My Folders, and enter Headcount by Department in the Name field, and enter a description for youranalysis.

Flexfields and Oracle Transactional BusinessIntelligence

Enabling Descriptive Flexfields for Oracle BusinessIntelligence: ProcedureYou can use descriptive flexfields in Oracle Transactional Business Intelligence. If you haven't already created flexfieldsegments, you first create them, then deploy them, and then import them into Oracle Transactional Business Intelligence.After you import your descriptive flexfields into Transactional Business Intelligence, you can create analyses that include theflexfield segments.

To use descriptive flexfields with Transactional Business Intelligence:

• Define flexfield segments.

• Run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence process.

• Create an analysis in Transactional Business Intelligence.

Defining Flexfield SegmentsTo define flexfield segments:

1. Navigate to the Setup and Maintenance work area.

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2. Open the Mange Descriptive Flexfields task.

3. Search for and select the flexfield code that you want to use, and edit it.

4. Select the BI Enabled option.

5. Save the flexfield and deploy it.

Running the Import Oracle Fusion Data Extensions for Transactional Business IntelligenceProcessTo run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence process:

1. Navigate to the Scheduled Processes page.

2. In the Search Results region of the Overview page, click Schedule New Process.

3. In the Schedule New Process window, click the Search: Name arrow in the Name field, and click the Search linkat the bottom of the list.

4. In the Search and Select: Name window, enter Import Oracle Fusion Data Extensions for Transactional BusinessIntelligence in the Name field.

5. Select the row for Import Oracle Fusion Data Extensions for Transactional Business Intelligence, and click OK.

6. In the Schedule New Process window, click OK.

7. In the Process Details window, click Submit.

8. In the Confirmation window, click OK.

9. In the Process Details window, click Close.

10. On the Scheduled Processes, Overview page, enter Import Oracle Fusion Data Extensions for TransactionalBusiness Intelligence in the Name field.

11. Click Search to see the status of the job.

NoteThe job may take several minutes, depending on your system.

Creating an Analysis in Transactional Business IntelligenceAfter you have successfully run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence process:

1. In the Navigator menu under Tools, select Reports and Analytics.

2. In the Reports and Analytics work area, click Create and select Analysis.

3. In the Select Subject Area window, find and select the subject area that contains the flexfield that you deployed andimported.

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Flexfields and Oracle Transactional Business IntelligenceThis topic lists the descriptive and extensible flexfields that you can use with Oracle Transactional Business Intelligence andincludes:

• Oracle HCM Cloud page where the flexfield appears.

• Folder in Transactional Business Intelligence that contains the flexfield after you import it.

This table lists the descriptive flexfields.

Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ ABSENCE_DFF Absence Attributes 

Record Absence 

Dimension: Assignment AbsencesDetails 

PER_ACT_DFF Additional Action Attributes 

Manage Employment Actions 

Dimension: HR Action 

PER_ ACT_LEG_DFF Legislative Action Attributes 

Manage Actions 

Dimension: HR Action 

PER_ ACT_LEG_DFF Additional Action Reason Attributes 

Manage Employment Actions 

Dimension: HR Action Reason 

PER_ ACT_ REASON_USG Additional Action Reason UsageAttributes 

Manage Employment ActionReason 

Dimension: HR Action Reason 

PER_ASG_DF Assignment Attributes 

Employment Assignment 

Dimension: Worker AssignmentDetails 

PER_ ASG_LEG_DFF Legislative Assignment Attributes 

Employment Information page,Assignment tab for these tasks:

• Add Contingent Worker

• Manage Employment

• Add Assignment

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Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

• Add Employment Terms (Alsoappears on the Terms tab forthis task)

Employment Information page,Assignments tab, Contractsregion (Single Contract SingleAssignment ) for these tasks:

• Hire an Employee

• Add Non Worker

• Add Pending Worker

• Create Work Relationship

Job Details page in Manager SelfService (Line Manager) for thesetasks:

• Promote

• Transfer

• Change Working Hours

PER_ CITIZENSHIPS_ DFF Citizenship Attributes 

Manage Person 

Dimension: Person Citizenship 

PER_ CONTACT_ RELSHIPS_DFF Contact Relationships Attributes 

Manage Person 

Dimension: Person ContactRelationship 

PER_ CONTRACT_DF Contract Attributes 

Manage Employment -Employment Term 

Dimension: Employment ContractDetails 

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Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ CONTRACT_ LEG_DDF Contract Legislative Information 

Employment Information page,Terms tab, Contracts region (SingleContract Single Assignment ) forthese tasks for the Line Managerand HR Specialist:

• Hire an Employee

• Add Non Worker

• Add Pending Worker

• Create Work Relationship

Also appears on these pages:

• Manage Employment (HRSpecialist) - Terms tab

• Add Assignment -Employment Informationpage, Assignment tab

• Add Employment Terms -Employment Informationpage, Terms tab

Dimension: Employment ContractDetails 

PER_ DOC_ OF_ RECORD_LEG_DFF Documents of Record Attributes 

Manage Documents of Record 

Dimension: Document of RecordDetails 

PER_ DRIVERS_ LICENSE_TYPES_DFF Drivers License Types Attributes 

Manage Person 

Dimension: Person Driver License 

PER_ EMAIL_ ADDRESSES_DFF E-mail Addresses Attributes 

Manage Person 

Dimension: Person EmailAddresses 

PER_ ETHNICITIES_ DFF Ethnicity Attributes 

Manage Person 

Dimension: Person Ethnicity 

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Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ EVALUATION_CRITERIA_DFF Evaluation Criteria Attributes 

Performance Evaluation 

Dimension: Job 

PER_GRADES_DF Grade Additional Details 

Manage Grades 

Dimension: HR Grade 

PER_JOBS_DFF Job Attributes 

Manage Jobs 

Dimension: Job 

PER_ JOB_ FAMILY_DFF Job Family Attributes 

Manage Job Family 

Dimension: Job 

PER_ LOCATIONS_DF Location Attributes 

Manage Location 

Dimension: Worker Location 

PER_ NATIONAL_ IDENTIFIERS_DFF National Identifiers Attributes 

Manage Person 

Dimension: Person NationalIdentifiers 

PER_ ORGANIZATION_ UNIT_DFF Organization Attributes 

Manage Department 

Dimension: Department 

PER_ PERSON_ ADDR_USG_DFF Person Address Usage Attributes 

Manage Person 

Dimension: Person Address 

PER_ PERSON_ DLVRY_METHODS_DFF Delivery Methods Attributes 

Manage Person 

Dimension: Person DeliveryMethods 

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Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ PERSONDRIVERS_LICENSE_ LEG_DDF Person Drivers License LegislativeInformation 

Manage Person 

Dimension: Person Driver License 

PER_ PERSON_ LEGISLATIVE_DATA_LEG_DFF Person Legislative Information 

Manage Person and New Hire 

Dimension: Person LegislativeInformation 

PER_ PERSON_ LEGISLATIVE_DFF Person Legislative Attributes 

Legislative section of ManagePerson 

Dimension: Person LegislativeInformation 

PER_ PERSON_ NAME_LEG_DDF Person Name LegislativeInformation 

Not exposed 

Dimension: Person Names 

PER_ PERSON_ PASSPORT_LEG_DDF Person Passport LegislativeInformation 

Manage Person and New Hire 

Dimension: Person Passport Details 

PER_ PERSON_ VISA_LEG_DDF Person Visa Legislative Information 

Manage Person and New Hire 

Dimension: Person Work Permit 

PER_ PERSONS_DFF Persons Attributes 

New Hire 

Fact: Person 

PER_PHONES_DFF Phones Attributes 

Manage Person 

Dimension: Person Phones 

PER_ POSITIONS_DFF Position Attributes 

Manage Position 

Dimension: HR Position 

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Descriptive Flexfield Code andName

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ PPS_LEG_DDF Work Relationship LegislativeInformation 

Employment Information page,Work Relationship Details region forLine Manager and HR Specialist forthese tasks:

• Hire an Employees

• Add Contingent Worker

• Add Non Worker

• Add Pending Worker

• Create Work Relationship

• Manage Work Relationship(HR Specialist) - WorkRelationship Details

Work Relationship Details region inthese tasks:

• Manager Self Service (LineManager and HR Specialist),Terminate

• Manage Work Relationship(HR Specialist)

Dimension: Work RelationshipDetails 

PER_PPS_DF Work Relationship Attributes 

Manage Work Relationship,Termination, Add Person, CreateWork Relationship 

Dimension: Work RelationshipDetails 

PER_ RELIGIONS_DFF Religions Attributes 

Manage Person 

Dimension: Person Religion 

PER_ VISA_PERMIT Visa Permit Attributes 

Manage Person 

Dimension: Person Work Permit 

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This table lists the extensible flexfields.

Extensible Flexfield Name andCode

Location in Oracle HCM Cloud Location in TransactionalBusiness Intelligence

PER_ ASSIGNMENT_ EIT_EFF 

• Hire an Employee (LineManager and HR Specialist)- Employment Informationpage, Assignment tab

• Hire an Employee (LineManager and HR Specialist)- Employment InformationPage, Contracts Region(Single Contract SingleAssignment)

• Manage Employment (HRSpecialist) - Assignment tab

Dimension: Worker AssignmentDetails 

PER_ JOBS_EIT_EFF 

Manage Jobs 

Dimension: Job 

PER_ JOBS_LEG_EFF 

Manage Jobs 

Dimension: Job 

PER_ LOCATION_ INFORMATION_EFF 

Manage Locations 

Dimension: Worker Location 

PER_ LOCATION_ LEG_EFF 

Manage Locations 

Dimension: Worker Location 

PER_ ORGANIZATION_INFORMATION_ EFF 

Manage Departments 

Dimension: Department 

PER_ PERSON_ EIT_EFF 

Manage Person 

Fact - Person 

PER_ POSITIONS_ EIT_EFF 

Manage Positions 

Dimension: HR Position 

PER_ POSITIONS_ LEG_EFF 

Manage Positions 

Dimension: HR Position 

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Dashboards

Creating and Editing Dashboards: ProcedureYou can create and edit dashboards to determine their content and layout. Aside from objects in the business intelligence (BI)catalog, such as analyses, reports, and prompts, you can also add text, sections, and more to a dashboard.

Creating a Dashboard

1. Open the Reports and Analytics pane in any work area.

2. Click Browse Catalog.

3. Click New and select Dashboard under Analysis and Interactive Reporting.

4. Enter the dashboard's name and description, and select a folder to save in.

5. With the Add content now option selected, click OK.

6. Optionally, add more pages, or tabs, within the dashboard.

7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to the desired page.

8. Click Save.

NoteThe first dashboard page is saved with the page 1 name by default. To rename this page:

1. Click the Catalog link.

2. In the Folders pane, select your dashboard.

3. For page 1, click More and select Rename.

4. Enter the new name and click OK.

Editing a Dashboard

1. Open the Reports and Analytics pane in any work area where the dashboard is available.

2. Select your dashboard in the pane and click More.

3. Click Edit.

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4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, forexample:

◦ Remove content from the dashboard.

◦ Drag and drop within a page to move content around.

◦ Change the layout of a page.

Related Topics

• Saving Analytics and Reports: Points to Consider

• Reports and Analytics Pane: Explained

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5 Reports

Creating and Editing Reports: ExplainedMany predefined reports exist that you can use to generate and print documents for internal operations, external businesstransactions, or legal requirements. To meet specific requirements, you might need to create or edit reports to capturedifferent data or present it in another way by customizing their components.

Report ComponentsEach report has components that you can customize, as described in this table:

Report Component Description Tool for Customizing

Data model 

Defines the data source, datastructure, and parameters for thereport. Multiple reports can use thesame data model. Each report hasone data model. 

Data model editor in the application 

Layout 

Defines the presentation,formatting, and visualizations of thedata. A report can have multiplelayouts. There are different types oflayout templates, for example Exceland RTF. 

Depending on the template filetype:

• XPT: Layout editor in theapplication

• RTF: Microsoft Word

• PDF: Adobe AcrobatProfessional

• Excel: Microsoft Excel

• eText: Microsoft Word

Properties 

Specifies formatting and othersettings for the report. 

Report editor in the application 

What You Can Create or EditThis table gives just a few examples of creating or editing reports.

Task Example

Edit the layout of a report. Add your company logo to the report output.

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Task Example

   

Add a new layout to a report. 

Design a new layout template that provides less detailthan the existing template. 

Edit a data model. 

Add two fields to the data model used by a report sothat you can add those new fields to a custom layout forthe report. 

Create a new report based on a new data model. 

Create a new data model based on data from anexternal system, and create new reports using thecustom data model. 

Accessing Report Components to Customize: Pointsto ConsiderTo create or edit reports, you need to access the business intelligence (BI) catalog. In the catalog, objects of type Reportrepresent the report definition, which includes report properties and layouts. Data models are separate objects in the catalog,usually stored in subfolders called Data Models.

Accessing the BI CatalogYou can access the BI Catalog in any of the following ways:

• In the Reports and Analytics pane, click Browse Catalog to open the BI catalog, and find your report or data modelin the Folders pane.

• In the Reports and Analytics pane, find your report and select More to go to the report directly in the catalog. Thedata model associated with the report should be in the Data Models subfolder within the same folder as the report.

• Sign in to the application directly (for example: http://host:port/analytics/saw.dll) to open the catalog.

• Sign in to the BI server directly (for example: http://hostname.com:7001/xmlpserver) to open the catalog.

◦ Alternatively, once you are in the catalog using another method, for example through the Reports and Analyticspane, change the final node of the URL (http://host:port/analytics/saw.dll) to xmlpserver. So the URL you use would be:http://host:port/xmlpserver.

Predefined ReportsA special Customize option is available only:

• For predefined reports, not data models.

• Through direct access to the BI server using the /xmlpserver URL. When you find your report in the BI catalog, selectCustomize from the More menu.

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The Customize option automatically creates a custom copy of a predefined report and stores it in the Shared Folders -Custom folder within the catalog. The new report is linked to the original, so that when users open or schedule the original,they are actually using the custom version.

If you don't have access to the Customize option or don't want the original version linked to the new report, then make acopy of the predefined report and save it in the Custom folder.

Predefined Data ModelsDon't edit predefined data models. Instead, copy the data model into the Custom folder and edit the copy.

Related Topics

• Saving Analytics and Reports: Points to Consider

• What happens to customized analytics and reports when a patch is applied?

Using the Customize Option for Predefined Reports:Points to ConsiderThe Customize option automatically creates a custom copy of a predefined report and stores it in the Shared Folders -Custom within the business intelligence (BI) catalog. The custom copy includes the report definition, folder structure, andoriginal report permissions.

This custom copy is linked internally to the original report. You can edit the custom copy of the report, leaving the originalreport intact. When users open or schedule the original report, they are actually using the custom version.

Benefits of the Customize OptionAside from conveniently copying a predefined report to the Custom folder, the Customize option:

• Makes it unnecessary to update processes or applications that invoke the report. For example, if the original report isset up to run as a scheduled process, you don't need to change the setup. When users submit the same scheduledprocess, the custom report runs instead of the original.

• Automatically copies the security settings of the original report.

• Removes the risk of patches overwriting your edits. If a patch updates the original report, the custom report is notupdated in any way.

NoteThe custom report still references the original data model. The data model is not copied. A patch thatupdates the data structure of the data model might affect your custom report.

Accessing the Customize OptionTo access the Customize option:

1. Sign in to the BI server (for example, http://hostname.com:7001/xmlpserver).

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2. In the Folders pane, select the predefined report.

3. Select Customize from the More menu for the report.

4. The copied report in the Custom folder opens, so proceed to edit this report.

To edit the custom report again later, you don't need to be in the BI server. Just go to the BI catalog and either:

• Select the Customize or Edit option for the original report.

• Find your custom report in the Custom folder and select Edit.

Related Topics

• Saving Analytics and Reports: Points to Consider

• What happens to customized analytics and reports when a patch is applied?

Links Between Original and Custom Reports: Pointsto ConsiderThe Customize option for predefined reports creates a custom copy of the report that is linked to the original. Consider thefollowing points when you work with both the original and custom versions.

Maintaining the Link Between ReportsThe link between the predefined and custom report is based on the name of the custom report and its location within theCustom folder in the business intelligence (BI) catalog.

• If you manually create a report with the same name as a predefined report, and give it the same folder path underthe Custom folder, then the new report becomes a custom version of the original. It would be as if you had used theCustomize option to create the custom report.

• The link to the original report is broken if you rename the custom or original report.

You can edit the custom report so that it uses a different data model. But if the original data model is updated later,then your custom report doesn't benefit from the change.

Tasks Performed on Original ReportsThis table describes what happens when you use the original report and a corresponding custom report exists

Task Performed on the Original Report Result When There's a Custom Report

Open 

Opens the custom report. 

Schedule 

Creates a report submission for the custom report. 

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Task Performed on the Original Report Result When There's a Custom Report

Edit 

Edits the custom report. 

Delete 

Deletes the original report only. If you delete the customreport, the original report is not deleted. 

Copy 

Copies the original report. 

Cut and Paste 

Cuts and pastes the original report. 

Rename 

Renames the original report. The custom report name isnot changed. 

Warning This breaks the link between the original andcustom reports.

 

Download 

Downloads the custom report. 

Customize 

Edits the custom report. 

History 

Opens the job history of the custom report. 

Related Topics

• Saving Analytics and Reports: Points to Consider

• What happens to customized analytics and reports when a patch is applied?

Layouts

Creating and Editing Report Layouts: OverviewThe layout determines what and how data is displayed on report output. All predefined reports have at least one predefinedlayout template file. This topic describes the following aspects of report templates:

• Layout templates

• Layout template types

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• Overall process of managing layouts

• Deleting layout templates

Layout TemplatesTo customize a layout, you edit the layout template, which:

• Defines the presentation components, such as tables and labeled fields.

• Maps columns from the data model to these components so that the data is displayed in the right place.

• Defines font sizes, styles, borders, shading, and other formatting, including images such as a company logo.

Layout Template TypesThere are a few types of template files to support different report layout requirements.

• RTF: Most of the predefined templates are rich text format (RTF) templates created using Microsoft Word.

• XPT: Created using the application's layout editor, these templates are for interactive and more visually appealinglayouts.

• eText: These templates are specifically for Electronic Data Interchange (EDI) and electronic funds transfer (EFT)information.

You can also create and edit other types of templates using Adobe PDF, Microsoft Excel, Adobe Flash, and XSL-FO.

Overall Process to Create or Edit LayoutsEditing or creating report layout, for example using Microsoft Word or the layout editor, involves making the actual changes tothe template file. But that task is just one part of the entire process for customizing layouts.

1. Copy the original report and save the custom version in Shared Folders - Custom in the business intelligence(BI) catalog. You create or edit templates for the custom copy of the report.

TipYou can use the Customize option if the original is a predefined report.

2. Review report settings for online viewing.

3. Generate sample data for the report.

4. Edit or create the layout template file.

5. Upload the template file to the report definition.

NoteYou can skip this step if you're using the layout editor.

6. Configure the layout settings.

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Deleting Layout TemplatesTo remove a layout template for a report:

1. Select your report in the BI catalog and click Edit.

2. In the report editor, click View a list.

3. Select the layout template and click Delete.

Making Reports Available for Online Viewing: ProcedureSome reports are set up so that you can only view them through another application or submit them as scheduled processes.To view your report online while you're editing it, you need to define a few settings. When you're done editing your report,make sure that you reset these settings as needed.

Updating Report Properties

1. Select your report in the business intelligence catalog and click Edit.

2. In the report editor, click Properties at the top of the page.

3. In the Report Properties dialog box, select Run Report Online and deselect Report is Controlled by ExternalApplication.

Updating Layout Settings

1. Back in the report editor, click View a list.

2. Make sure that the View Online check box is selected.

Generating Sample Report Data: ProcedureDepending on the type of report layout changes you're making, sample data can be required or optional. You generatesample data, and then load it for use with your layout so that you can map data fields to layout components. For example, forthe Start Date table column in your layout, you can set it so that the data displayed in that column comes from the Start Datefield in the sample data.

You can generate sample data from the:

• Report data model

• Report viewer

• Scheduler

Generating Data from the Data ModelTo generate sample data from the data model:

1. Select your data model in the business intelligence (BI) catalog and click Edit.

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TipIf you're not sure which data model is the source for your report, find the report in the catalog and clickEdit. The data model is displayed in the upper left corner of the report editor.

2. In the data model editor, click View Data.

3. Enter values for any required parameters, select the number of rows to return, and click View.

4. To save the sample data to the data model, click Save As Sample Data.

If you're designing an RTF template, click Export to save the file locally.

5. Save the data model.

Saving Data from the Report ViewerTo save sample data from the report viewer:

NoteThis procedure requires that the report is enabled for online viewing.

1. Select the report in the BI catalog.

2. Click Open to run the report in the report viewer with the default parameters.

3. On the Actions menu, click Export, then click Data.

4. Save the data file.

Saving Data from the SchedulerTo save sample data from the scheduler:

NoteThis procedure requires that the report is enabled for scheduling (not as a scheduled process).

1. Select the report in the BI catalog.

2. Click Schedule.

3. On the General tab, enter values for any report parameters.

4. On the Output tab, ensure that Save Data for Republishing is selected.

5. Click Submit.

6. Open the Report Job History page.

7. On the global header, click Open, then click Report Job History.

8. Select your report job name in the Job Histories table.

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9. On the details page, under Output and Delivery, click the XML Data Download icon button.

Layout Templates

Creating and Editing Report Layout Templates Using the Layout Editor: ProcedureThe layout editor in the application provides an intuitive, drag-and-drop interface for creating pixel-perfect reports with PDF,RTF, Excel, PowerPoint, and HTML output. The layout template files you create with this tool have an .xpt extension.

The layout editor tool is the only editing tool that provides dynamic HTML output. Users can interact with this output in abrowser, for example by sorting, applying filters, and so on.

PrerequisiteMake sure that sample data is generated from the data model that your report is using.

Using the Layout EditorTo customize XPT templates:

1. Select the report in the business intelligence (BI) catalog and click Edit.

2. In the report editor, click Edit to update a template.

Or, click Add New Layout and select a template type under the Create Layout section.

3. Create or edit the layout.

4. Click Save to save the layout to the report definition.

Setting Up for RTF and Excel Report Layout Templates: ProcedureYou can use Microsoft Word or Microsoft Excel to create or edit RTF and Excel layout templates, in addition to the layouteditor in the application. If you use Word or Excel directly, you must download and install the appropriate add-in so that theMicrosoft application has the features you need to design report layouts.

NoteIf you're designing a new layout for your report, consider using the layout editor instead unless you are anexperienced layout designer.

Installing the Add-In

1. Open the Reports and Analytics pane in any work area.

2. Click the Browse Catalog button.

3. Click Home.

4. Under the Get Started pane, click Download BI Desktop Tools.

5. Select the add-in for the type of template you're working with.

◦ Template Builder for Word: RTF templates

◦ Analyzer for Excel: Excel templates

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6. Save and then run the installer.

Related Topics• eText Report Layout Templates: Explained

Creating and Editing RTF Report Layout Templates: ProcedureMost predefined report layout templates are RTF templates. An RTF template is a rich text format file that contains the layoutinstructions to use when generating the report output. Use Microsoft Word with the Template Builder for Word add-in todesign RTF templates.

PrerequisitesInstall the Template Builder for Word add-in, and generate sample data.

Using Template Builder for WordTo customize an RTF template:

1. If you are editing a predefined layout:

a. Select your report in the business intelligence catalog and click Edit.

b. In the report editor, click the Edit link of the layout to download the RTF file.

If you are creating a new layout, skip this step.

2. Open the downloaded RTF template file in Microsoft Word. Or, if you're creating a new template, just openMicrosoft Word.

3. Load the sample data that you generated.

4. Edit or create the layout template.

5. Save the file as Rich Text Format (RTF).

Uploading the Layout Template File to the Report Definition:ProcedureIf you're creating or editing a report layout using the layout editor, the layout is automatically saved to the report definition, soyou can skip this step. For all other layout types, for example RTF, upload the template file to the report definition after you'redone making layout changes.

Uploading the Template File

1. Select your report in the business intelligence catalog and click Edit.

2. In the report editor, click View a list.

3. In the table that lists the layouts, click Create.

4. Under Upload or Generate Layout, click Upload.

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5. In the Upload Template File dialog box:

a. Enter a layout name.

b. Browse for and select the layout template file that you created or edited.

c. Select the template file type.

d. Select the locale, which you can't change once the template file is saved to the report definition.

e. Click Upload.

6. Save the report definition.

Related Topics

• eText Report Layout Templates: Explained

Configuring Layout Settings for Reports: ProcedureAs part of creating or editing layout, you can set report properties related to layout. These settings determine, for example,which layouts users can choose from when viewing or scheduling the report. The settings apply only to your report.

Setting Layout Properties

1. Select your report in the business intelligence catalog and click Edit.

2. In the report editor, click View a list.

3. Set layout properties, some of which are described in this table.

Setting Usage

Output Formats 

Depending on the requirements for a report,you may want to limit the output file formats (forexample PDF or HTML) that users can choosefrom. The available output formats vary dependingon the template file type. 

Default Format 

When multiple output formats are available for thereport, the default output format is generated bydefault when users open the report in the reportviewer. 

Default Layout 

When multiple layouts are available for the report,you must select a default layout to present it first inthe report viewer. 

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Setting Usage

Active 

Active layouts are available for users to choosefrom when they view or schedule the report. 

Tip To hide a predefined layout from users,inactivate it.

 

View Online 

Select this check box so that layouts are availableto users when they view the report. Otherwise, thelayout is available only for scheduling the report. 

4. Click Save Report.

Data Models

Customizing Data Models: ProcedureA data model defines where data for a report comes from and how that data is retrieved. If a data model can't give you all thedata that you need in your report, then you can either copy and edit an existing data model or create a new one.

Creating a Data Model

1. In the business intelligence (BI) catalog, click the New button and select Data Model under Published Reporting.

2. Optionally click the Data Model node in the Data Model pane to set properties for the data model.

3. Click the Data Set node in the Data Model pane to create or edit data sets, which determine where and how toretrieve data.

4. Click the New Data Set button and select a data set type.

TipIt's best practice to use the BI repository as a data source, so you should select either:

◦ Oracle BI Analysis: To use columns from a selected analysis.

◦ SQL Query: To use a Query Builder tool to define what to use from the repository. Select Oracle BIEE as the data source.

5. Optionally, to limit the data included in the report output, click the Parameters node in the Data Model pane todefine variables that users can set when they use the report.

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ImportantThe order of parameters is important if there are job definitions defined for reports that use your datamodel. If you change the order in the data model, you must also update the job definitions.

6. Optionally, define other components of the data model.

7. Save your data model.

Editing a Data Model

1. To edit a predefined data model:

a. Find the data model in the BI catalog and click Copy.

b. Paste within Shared Folders - Custom in a subfolder that has a folder path similar to the folder that storesthe original data model.

c. For the data model you pasted, click More, and select Edit.

2. Optionally click the Data Model node in the Data Model pane to set properties for the data model.

3. Click the Data Set node in the Data Model pane to create or edit data sets.

Most predefined data models are of type SQL Query, and are set up to get application data from the followingtables:

◦ ApplicationDB_FSCM: Financials, Supply Chain Management, Project Management, Procurement, andIncentive Compensation

◦ ApplicationDB_CRM: Sales

◦ ApplicationDB_HCM: Human Capital Management

4. Perform steps 5 through 7 from the preceding Creating a Data Model task, as needed.

Related Topics• Data Structure for Analytics: Explained

Creating a New Data Model for an HCM Report: WorkedExampleThis example shows how to create a data model for an Oracle Business Intelligence Publisher report. In this example, youcreate a data model using an absence by department analysis that you created previously.

Creating a Data Model1. Navigate to the Reports and Analytics work area and click Browse Catalog to open the Oracle Business

Intelligence Catalog.

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2. On the OBI EE home page under Create, Published Reporting, click More and select Data Model.

3. On the Diagram tab, click New Data Set and select Oracle BI Analysis.

4. In the New Data Set - Oracle BI Analysis window enter a name for your data model.

5. In the Oracle BI Analysis field, click Search.

6. In the Oracle BI Catalog window, click Users.

7. Click the name of the person who created the analysis.

8. Locate and select the absence by department analysis that you have previously created.

9. In the Time Out field, enter 120.

10. Click OK.

11. Click the Structure tab.

12. In the XML Tag Name field for the Department Name, replace the default value with DEPT_NAME, and replace thedefault value in the Display Name with Department.

13. In the XML Tag Name field for the Absence Reason, replace the default value with ABSENCE_REASON, andreplace the default value in the Display Name with Reason for Absence.

14. In the XML Tag Name field for the Assignment Absences, replace the default value with NUMBER_ABSENCES,and replace the default value in the Display Name with Number of Absences.

15. Click the Data tab.

16. On the Data tab, click View.

17. View the report structure and click Save As Sample Data.

18. Click OK.

19. In the upper-right corner, click Save.

20. In the Save As window, select My Folders, and enter Absence by Department Data Model.

New Reports

Creating Custom Reports: ProcedureCreate a custom report when the predefined reports don't provide the data you need. Or, if you want to use a predefineddata model, and also want to change other aspects of the report other than layout. Save your custom report to SharedFolders - Custom in the business intelligence catalog.

Creating a Report

1. Open the Reports and Analytics pane in any work area.

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2. Click Create and select Report.

3. Select the data model to use as the data source for your report.

4. Continue with the wizard to create the report layout, or choose to use the layout editor and close the wizard.

5. Define the layout for the report.

6. Click the Properties button in the report editor to set specific formatting, caching, and processing options for yourreport.

Setting Up AccessYou or your administrator can:

• Create a job definition so that users can run your custom report as a scheduled process.

• Set up the report for scheduling in the Reports and Analytics pane.

• Secure general access to your report and its job definition, if any.

Creating an Absence by Department Report: Worked ExampleThis example demonstrates how to create an Oracle Business Intelligence Publisher report. In this example, you use adata model that you created using an Oracle Transactional Business Intelligence analysis for reporting on absence data bydepartment.

The following table summarizes key decisions for this scenario.

Decision to Consider In This Example

Which data model to use? 

Use the Absence by Department data model that youpreviously created. 

Which layout options to use? 

Select Landscape and select Chart and Pivot table. 

Add any additional charts to the report? 

Yes. Add a chart with the same configuration as thegraph. Add this chart above the graph. When you clickon the different bars in the chart, it will filter the graph bythat criteria. 

Are filters needed for the report? 

Yes. Add filters to the chart, graph, and table to excluderecords where the Reason for Absence is blank. 

Is conditional highlighting needed? 

Yes. Add conditional highlighting to the pivot tableso that departments with 20 or more absences arehighlighted in red. 

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Creating a Report

1. Click Browse Catalog to open the BI Catalog.

2. On the OBI EE home page, under Published Reporting, click Report in the Create region.

3. In the Create Report window, verify that Use Data Model is selected.

4. Click Search in the Data Model field.

5. In the Select Data Model window, select the absence by department data model that you created.

6. Click OK.

7. On the Create Report page, verify that the Guide Me option is selected, and click Next.

8. On the Create Report, Select Layout page, select Landscape for the layout.

9. Select the Page Header and Page Footer options.

10. Select the Chart and Pivot Table option.

11. Click Next.

12. On the Create Report, Create Chart page, drag Number of Absences and drop it onto the Drop Value Here box.

13. Drag Reason for Absence and drop it onto the Drop Series Here box.

14. Drag Department and drop it onto the Drop Label Here box.

15. Click Next.

16. On the Create Report, Create Table page, review the location of each element in the table to make sure it'sformatted correctly.

17. Click Next.

18. Select View Report, and then click Finish.

19. In the Save As window, save your report in My Folders, and name it Absence by Department Report.

20. Click OK.

21. The report appears.

Adding Additional Details to the Report

1. In the upper right corner of the Absence by Department Report tab, click Actions to view the options you have forexporting, editing, and so on.

2. Click Edit Report.

3. Click Edit.

4. On the Insert tab, select Chart.

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5. Drag the Chart component down to the report area, and drop it directly below the report title.

When you drag the chart component down to the report area, a blue bar appears that you can use as a guide todecide where to drop the chart. Drop the chart when the blue bar is directly below the report title.

6. In the Data Source region, click on Number of Absences, and drag it and drop it onto the Drop Value Here box.

7. Click on Reason for Absence and drag and drop it onto the Drop Label Here box.

8. Click on the new graph. A yellow border appears.

9. Click in the bottom right corner of the yellow border, and drag the corner out to the right so that the graph occupiesthe entire page.

10. In the Filter options on the Chart tab, click Filter.

11. In the Filter window, select Reason for Absence from the Data Field menu.

12. In the Operator field, select is greater than or equal to from the drop down list.

13. In the Value field, enter 0.

14. Click OK.

15. Toggle 3D Effect on and off and choose one of the settings, based on your preference.

16. Repeat steps 9 through 14 for the second graph.

17. Click on the pivot table to refocus the page on the pivot table. The yellow border appears.

18. In the Filter options on the Table tab, click Filter.

19. In the Filter window, select Reason for Absence from the Data Field drop down list.

20. In the Operator field, select is greater than or equal to from the drop down list.

21. In the Value field, enter 0.

22. Click OK.

23. Click on the cells in the Number of Absences column.

24. In the Conditional Formatting region of the Pivot Table Data tab, click Highlight.

25. In the Operator field, select is greater than or equal to from the drop down list.

26. In the Value field, enter 20.

27. Click in the Background Color field.

28. In the Color Picker window, select Red (ff0000)

29. Click OK.

30. In the Highlight window, click OK.

31. Click Save to save the changes to your report.

32. Click Return.

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33. Click View Report.

34. In the upper graph, click on the different bars to see how the lower graph filters the results.

Related Topics

• Creating an Absences by Department Analysis: Worked Example

Setting Reports Up to Run as Scheduled Processes: Points toConsiderYou can create a job definition for predefined or custom reports so that users can run them as scheduled processes.Otherwise, users can open reports (which are set up to be run online) through the Reports and Analytics pane, or open andschedule them from the business intelligence catalog.Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create job definitions.

General Job Definition InformationThis table describes the general information to enter for your job definition.

Field What You Enter

Job Type 

BIPJobType 

Report ID 

The path to the report in the catalog, starting with thefolder beneath Shared Folders, for example: Custom/<Family Name>/ <Product Name>/<Report FileName>.xdo. 

Tip Make sure to include the .xdo extension forthe report definition.

 

Default Output 

A default output format. 

ParametersYou can define parameters to be available to users when they submit scheduled processes based on your job definition.When users run the scheduled process, the values they enter for the parameters:

• Are passed to the data model that the report is using.

• Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model.

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For example, the data model has parameters in this order:

• P_START_DATE

• P_END_DATE

• P_CURRENCY

You create parameters as follows:

• Start Date

• End Date

• Currency

NoteBecause you define parameters using the list of values sources from the Define Custom Enterprise SchedulerJobs task, you should not define lists of values in the data model.

User PropertyThe only user property you need to define is EXT_PortletContainerWebModule. Only lists of values associated with the applicationthat you select are made available for parameters in this job definition.

Setting Up Reports for Scheduling in the Reports and AnalyticsPane: ProcedureYou can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes andother work areas. If you want users to also submit these scheduled processes from the Reports and Analytics pane, then youmust configure properties for the corresponding reports.

Enabling a Report for SchedulingTo enable scheduling in the Reports and Analytics pane:

1. Select the report in the business intelligence catalog and click Edit.

2. Click Properties.

3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job Package Name 

The path for the job definition, for example: / oracle/apps/ ess/<product family>/ <product>/ <businessarea>/ Jobs 

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Field Value

Enterprise Scheduler Job Definition Name 

The job definition name (not display name), for example:ABCDEFG 

Related Topics

• Defining What's Available in the Reports and Analytics Pane: Procedure

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6 Performance Tuning

Performance Tuning for HCM Analytics and Reports:Points to ConsiderWhen you create analytics and reports for HCM, don't use blind queries and include sufficient filters when creating analyticsor reports with hierarchies.

Blind QueriesAvoid blind queries, because they are performed without filters and therefore fetch large data sets. Performance could bean issue with these queries and can easily overload the system. All Transactional Business Intelligence queries on largetransaction tables should be time-bound. For example, include a time dimension filter and additional filters to restrict by keydimensions such as worker. In addition, apply filters to columns that have database indexes in the transaction tables. Thisensures a good execution plan is generated for the Business Intelligence query.

Hierarchies and Trees in Transactional Business IntelligenceQueries on trees and hierarchical dimensions such as manager can have an impact on performance. Transactional BusinessIntelligence uses a column-flattening approach to quickly fetch data for a specific node in the hierarchy. Still, because thereis no pre-aggregation for the different levels of the hierarchy, carefully craft any query involving hierarchies to ensure thatsufficient filters are applied to keep the result set small.

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Glossary

abstract role

A description of a person's function in the enterprise that is unrelated to the person's job (position), such as employee,contingent worker, or line manager. A type of enterprise role.

analysis

A graph or table displaying select data to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.

assignment

A set of information, including job, position, pay, compensation, managers, working hours, and work location, that defines aworker's or nonworker's role in a legal employer.

business intelligence catalog

The repository where all business intelligence objects, including analytics, reports, briefing books, and agents, are stored. Thecatalog contains separate folders for personal, shared, and custom objects.

business intelligence repository

The metadata that determines all of the columns, or pieces of data, that you can include in analytics. You can also use therepository as a source of data for reports.

condition

The part of a data security policy that specifies what portions of a database resource are secured.

customization

A change to the predefined artifacts of the application. Customizations impact multiple users.

dashboard

A collection of analyses and other content, presented on one or more pages to help users achieve specific business goals.Each page is a separate tab within the dashboard.

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data dimension

A stripe of data accessed by a data role, such as the data controlled by a business unit.

data model

The metadata that determines where data for a report comes from and how that data is retrieved.

data role

A role for a defined set of data describing the job a user does within that defined set of data. A data role inherits job orabstract roles and grants entitlement to access data within a specific dimension of data based on data security policies. Atype of enterprise role.

data security policy

A grant of entitlement to a role on an object or attribute group for a given condition.

database resource

An applications data object at the instance, instance set, or global level, which is secured by data security policies.

desktop page

A page that's optimized for extended periods of use with monitors.

duty role

A group of function and data privileges representing one duty of a job. Duty roles are specific to applications, stored in thepolicy store, and shared within an application instance.

EDI

Abbreviation for electronic data interchange.

EFT

Acronym for Electronic Funds Transfer. A direct transfer of money from one account to another, such as an electronicpayment of an amount owed a supplier by transferring money from a payer's disbursement bank account into the supplier'sbank account.

enterprise role

Abstract, job, and data roles are shared across the enterprise. An enterprise role is an LDAP group. An enterprise role ispropagated and synchronized across Oracle Fusion Middleware, where it is considered to be an external role or role notspecifically defined within applications.

entitlement

Grant of access to functions and data. Oracle Fusion Middleware term for privilege.

flexfield

A grouping of extensible data fields called segments, where each segment is used for capturing additional information.

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global area

The region at the very top of the user interface that remains the same no matter which page you're on.

job definition

The metadata that determines what a job does and what options are available to users when they submit the scheduledprocess. A job is the executable for a scheduled process.

job role

A role for a specific job consisting of duties, such as an accounts payable manager or application implementation consultant.A type of enterprise role.

personalization

A change that users make to control the look or behavior of the application. Personalizations impact only the user making thechange.

prompt

A parameter that you set when you use analytics, limiting the data in the analysis or in all analyses on the dashboard ordashboard page (tab).

report

An output of select data in a predefined format that's optimized for printing.

role

Controls access to application functions and data.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

security profile

A set of criteria that identifies HCM objects of a single type for the purposes of securing access to those objects. The relevantHCM objects are persons, organizations, positions, countries, LDGs, document types, payrolls, and payroll flows.

subject area

A set of columns, or pieces of data, related to a specific business object or area.

view

A specific way to present the results of an analysis, for example as a table or graph. Other types of views, such as the titleview, show other components of the analysis.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.