Oracle Fusion Smart View / Financial Reporting Studio / OTBI

Overview

Learn all reporting tools in Oracle Fusion What you'll learn:

Using Smart View - Excel Plug-In for Oracle Fusion / Building Financial Reporting Studio Reports from scratch / You will learn what are the reporting tools available in Oracle Fusion. After that you will learn about various options of generating reports, analysis, dashboards etc. using OTBI Oracle Transactional Business Intelligence OTBIOTBIis a great tool to generate variety of reports which are based on transaction data.

You will learn about :

Comparison of various reporting tools in Oracle FusionOTBIFrameworkBuild an Analysis reportExporting the data to ExcelGenerating multiple views from an AnalysisUsing report wizard to build reportsCreate dashboardsAdding reports to dashboard Fusion SmartViewYou will be able to lean the steps to install, configure and build adhoc reports quickly. Once you have understood the basic reporting then you can see the advance chapter to build more complex report.

By building reports in Excel, you have the power of Excel and security of the database to build amazing reports quickly.Fusion Financial Reporting StudioThis course gives you thorough knowledge of building reports using Oracle Financial Reporting Studio (FRS).Key highlights:

Learn how to install the software and avoid common mistake done by most during installationBuild a simple report with row,column and calculationEnhance the report to enable expansion of parent valuesUnderstand how to enable drill-down from report to the transactionPreview the report in designed or through the application

Syllabus

• Introduction to Oracle Fusion Smart View
Overview of Smart View functionality
Installation and configuration
Connecting Smart View to Oracle Fusion Applications
• Navigating the Smart View Interface
Understanding the ribbon and task panes
Customizing the Smart View interface
• Creating and Managing Reports in Smart View
Building ad-hoc analyses and queries
Utilizing functions in Excel with Smart View
Setting up data sources
• Introduction to Financial Reporting Studio
Overview of Financial Reporting Studio
Installation and configuration procedures
• Designing Reports in Financial Reporting Studio
Understanding the report design interface
Creating financial reports and balance sheets
Managing grids and layouts
• Applying Advanced Features in Reporting Studio
Utilizing calculations and conditional formatting
Embedding charts and graphs
Integration with other Oracle Fusion components
• Introduction to Oracle Transactional Business Intelligence (OTBI)
Overview of OTBI functionality and architecture
Accessing OTBI through Oracle Fusion Applications
• Developing Analyses and Dashboards in OTBI
Creating and managing analyses
Building interactive dashboards
Customizing reports and dashboards
• Advanced OTBI Concepts
Data models and subject areas
Using filters, prompts, and calculations
Scheduling and distributing reports
• Best Practices for Smart View, Financial Reporting Studio, and OTBI
Performance optimization techniques
Security and data governance considerations
Troubleshooting common issues
• Course Conclusion
Recap of key concepts
Resources for further learning
Q&A session and feedback collection

Taught by

Vikas Handa

Subjects

Business