OTBI Workshop Exercises (Advanced)

Contents
Exercise 1 – Report Sharing Centre: Headcount and Turnover by Country ...........................................2
Exercise 2 – Report Sharing Centre: Service Anniversaries ....................................................................2
Exercise 3 – Cross Subject Area ..............................................................................................................3
Exercise 4 – Calculated Columns, Binning, Selectors .............................................................................4
Exercise 5 – Drilling .................................................................................................................................5
Exercise 6 – Logical SQL ..........................................................................................................................6
Exercise 1 – Report Sharing Centre: Headcount and Turnover by Country
1. Open the Report Sharing Centre (go to
https://cloudcustomerconnect.oracle.com/pages/home > Forums > Human Capital
Management > HCM Report Sharing Center) and search for “Headcount and Turnover by
Country”. Open the post with the correct name.
2. Scroll down and click on the XML to download.
3. Open the XML document.
4. In Answers, create a new analysis for any subject area.
5. Copy and paste the XML from the document into the Analysis XML on the Advanced tab.
6. Click Apply XML and then open the Results tab
7. Save the report in Shared Folders > Custom > OTBI Workshop and then in a folder with your
name.

Exercise 2 – Report Sharing Centre: Service Anniversaries

1. Open the Report Sharing Centre (go to
https://cloudcustomerconnect.oracle.com/pages/home > Forums > Human Capital
Management > HCM Report Sharing Center) and search for “Service Anniversaries”. Open
the post with the correct name.
2. Scroll down and click on the catalog document to download it.
3. Click on the Catalog tab in Answers and navigate to Shared Folders/Custom/OTBI
Workshop/<your name> and use the Unarchive task to open your downloaded file.
4. Expand the folder and then Edit the dashboard (“Service Anniversaries”).
5. The dashboard contains the dashboard itself (top), the analytic and the dashboard prompt
(bottom). The yellow triangle tells you there is an issue, this is usually because the catalog
was saved in a different location.
6. Expand the catalog on the left until you can see the three objects in the dashboard.
7. Drag and drop the analysis and prompt into the dashboard and delete the objects in the
dashboard with the yellow triangle.
8. Save the dashboard and run it.

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Exercise 3 – Cross Subject Area
1. Create a new analysis using the Compensation – Salary Details Real Time subject area. Add
columns for territory short name (Worker Legislation) and annualized salary (Salary).
2. Change the column properties for territory short name so that the column is called
“Country”. Note that it is possible to persist this change.
3. Run the report.
4. Edit the view properties (‘xyz’) and switch from fixed headers to content paging.
5. In the criteria tab, add the Workforce Management – Worker Assignment Real Time subject
area. Note that you can use the browser search to find a subject area.
6. Add headcount to the report.
7. Note that countries that do not have salary now appear.
8. Add salary basis to the report.
9. Note that some countries use more than one salary basis, but that the headcount for each
salary basis is the same.
10. Remove the salary basis and save the report. Add a scatter graph and remove the table.
11. Save the report.

Extension: Schedule the report using an agent.

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Exercise 4 – Calculated Columns, Binning, Selectors
1. Create a new analysis using Workforce Management – Worker Assignment Real Time.
Remember that you can use a browser search once you have the list of subject areas open
and you can use it to locate an attribute in a folder.
2. Select the Person Date of Birth from Worker and the Assignment Count from Worker
Assignment
3. Edit the formula for the date of birth to calculate the age TIMESTAMPDIFF(sql_tsi_year,
"Worker"."Employee Date Of Birth", CURRENT_DATE) and give the column a custom
heading.
4. Run the analysis. Switch the data viewing to content paging in the table properties.
5. Edit the formula for age, open the Bins tab and add bins for the age ranges you require. Edit
“All other values” so that those are binned into “No age given”. Rename the column from
“Age” to “Age Band”. Run the analysis.
6. Save Age Band as a new custom column in Shared Folders/Custom/Subject Area Contents.
7. Save the analysis. Drag and drop Worker Legislation.Terrority Short Name to the analysis.
8. Add a pivot table and remove the table from the compound view.
9. Edit the pivot to drag the measure label to above the age band to make the table look
better.
10. Add a stacked horizontal bar graph and scroll down to view it.
11. Remove the graph from the compound layout but note that the table and graph still show in
the views tab in the bottom left.
12. Add a column selector (use the Other Views sub-menu). Drag and drop the column selector
to just below the title at the top.
13. Edit the column selector. Click the checkbox next above Assignment Count.
14. Find the Headcount measure and double click on it to add it as an alternative measure.
15. Click the checkbox next to country (or territory short name). Add Business Unit Name and
Employee Gender.
16. Click Done and change the two values using the column selector to show headcount by
gender.
17. Add a view selector. Drag and drop it just under the column selector and edit it. Move the
graph and the pivot table into the view selector. Remove the pivot table from the
compound layout.
18. Save the analysis.

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Exercise 5 – Drilling
1. In the catalog make a copy of the analysis you created in the previous exercise and rename
the copy.
2. Edit the analysis and delete the view selector, column selector, graph and pivot in the views
are on the bottom left. Only the title and table should remain.
3. Add the table view into the compound layout by selecting the table and clicking on the
arrow.
4. In the criteria tab, add the following:
 Worker Display Name
 Worker Person Number
 Employee Gender
 Business Unit Name
5. Add prompted filters (to allow the values to be passed in from the analysis you created in
exercise 4) for the following:
 Business Unit Name
 Country
 Age Band
 Employee Gender
6. Save and run the analysis.
7. Open the analysis you created in the previous exercise. Edit the column selector (note that
you can also add interaction in the criteria view for a simple column).
8. Edit the column properties of the Assignment Count.
9. Open the Interaction tab and change the interaction on the Assignment Count value to
Action Links.
10. Click on the plus to add a new action link.
11. Click on the action link plus to add a new action link and select “Navigate to BI Content”.
12. Locate and select the analysis you saved in this exercise.
13. Open the options and check “Open in New Window” so that the drill opens in a new window
or browser tab.
14. Click OK to return to the column properties and check the “Do not display in a popup if only
one action link is available at runtime”.
15. Click OK and Done. Save the analysis.
16. Run the analysis, ensure the measure column selector shows Assignment Count and then
click on the assignment count or part of the graph.
17. A new tab should open showing the detail rows.
18. You can close the newly opened window and drill on another value. Note that you have only
set up the drill to work on Assignment Number, if you also want it on Headcount, then you
must repeat the above for the headcount measure.

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Exercise 6 – Logical SQL
1. Create an analysis using Workforce Management – Position Real Time. This retrieves a list of
all positions with their budgeted headcount and FTE.

2. In the advanced tab, click the “New Analysis” button.

3. Copy everything in the dialog into a text document.
4. Create a new analysis using Workforce Management – Worker Assignment Real Time. This
retrieves a list of positions and the total headcount and FTE of their incumbents.

5. Copy the Logical SQL from the advanced tab into the text document. Format both queries so
they are easier to read.
6. Surround each query with brackets and join them together on position code.
7. Select data from the joined query.
8. Calculate the variance.

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9. Enclose all you have with brackets and name it “OuterQuery” and then select attributes
from it.

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10. On the advanced tab, click on “New Analysis” and replace the Logical SQL in the dialog with
your Logical SQL. Click OK and the report will run. Note the “Invalid Subject Area” error.
This is usual for Logical SQL.
11. In the criteria tab you can now format column headings once you are happy with the data.
12. Filter the report so that only the records where there is a variance are displayed.
13. Run the report. Edit the table and exclude position name, code, headcount and FTE and the
assignment headcount and FTE.
14. Add a graph and a view selector. Save the analysis.

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