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BCT-Omran-BI_Manual Document Control Page 1 of 26 Confidential
USER GUIDE
OMRAN – BI DASHBOARD CREATION
& Modification Manual
Author: Rajaram Pandiyan
Creation Date: Aug 25, 2015
Last Updated: Aug 25, 2015
Version: 1.0
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Document Control
Change Record
Date Author Version Change Reference
25-Aug-15 Rajaram Pandiyan 1.0 Initial Version
Reviewer
Name Position
Ismail Abdul Rahman Al-Hamdani Project Manager
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
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Contents
Document Control ................................................................................................................................................................. 2
1. Introduction .............................................................................................................................................................. 4
2. General Overview ..................................................................................................................................................... 5
3. Starting Oracle BI Applications .............................................................................................................................. 6
4. Entering User Name and Password ........................................................................................................................ 7
5. Responsibility and Function .................................................................................................................................... 8
6. Creating and Editing Dashboards ........................................................................................................................... 9
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1. Introduction
This document describes how to enter data, query, generate reports and navigate in the Human Resource Analytics.
This document has been organized as per the structure given in the Table of Contents, providing procedures/information relevant to the Omran Operations as well as additional information about the Dashboard modification.
Scope of this document is restricted to, helping users in carrying out their day to day activities related to this module. Navigation Tool
It is important for a user to go through the below given document before entering Human Resource Analytics. The below given document details about the entry procedure, transaction procedure, working with key board, following the navigation etc.
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2. General Overview
This document describes metrics available in Oracle Business Intelligence Applications. These metrics are housed within the Oracle Business Intelligence Applications repository. They are used in the pre- built analyses, and / or are available for customers to use via Oracle Answers in building new analyses or extending existing analyses. Oracle Answers is the ad-hoc query and reporting tool used for building and modifying analyses. This document also includes additional metrics which can be made accessible by means of minimal configuration. These additional metrics are included in the Business Modeling and Mapping Layer of the Oracle Business Intelligence Applications repository. Configuration required before using them merely involves exposing these metrics to the Presentation Layer within the underlying repository
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3. Starting Oracle BI Applications
Pre Requisition
Microsoft Internet Explorer 6.x1 or Later
Adobe Flash Player (Latest)
Application Login
To Log into application, oracle uses internet explorer. You have to select the http address (for your Site which will be provided by your System Administrator) in the internet explorer window as you are connected to a normal web page. Your Oracle BI application has integrated with the “Oracle E-Business Suite”. So there is no separate link for BI application. Once you connect into the web page, Select Apps Login Link to get Logon screen.
Use the below mentioned URL to access the Instance
http://orapp01.otdcnet.com:8050
This will take you to the “Oracle E-Business Suite” Login Page
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4. Entering User Name and Password
Enter User Name (provided by your System Administrator)
Enter Pass word
It will take you to the “Oracle E-Business Suite Home Page.”
The E-Business Suite Home Page is your entry point to Oracle Business Intelligence.
From this page you can:
1. Access Oracle Business Intelligence functions from the Navigator
2. Navigate to frequently-used functions or Web pages from Favorites
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5. Responsibility and Function
Click On “Oracle Business Intelligence Administrator”
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6. Creating and Editing Dashboards
To create a new report in HRA, from the home page click the “New” Dropdown button and select the “Analysis” Link.
Home Page>New>Analysis
Select the appropriate Subject Area to create a report. In our example select “Human Resource – Absence and Leave Accrual” Subject Area
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After Clicking the “Human Resource – Absence and Leave Accrual” Subject Area it redirect to Criteria Tab
Select “Brand” Sub menu in the “Human Resource – Absence and Leave Accrual” Subject Area
Human Resource – Absence and Leave Accrual>Brand
Select the “Age band name” Sub Menu under the “Band” Menu
Human Resource – Absence and Leave Accrual>Band>Age band name
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From the “Age Band ” Sub Menu drag and drop the column “Age Band name” into Selected Columns box
Go to “Age Band” Sub Menu
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Human Resources – Absence and Accruals>Band>Age Band
From the “Length of service Band” Sub Menu drag and drop the “Length of service band name“ Filed into Selected Columns Box
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Edit the “Performance Band Code “Field and Select the “Edit Formula “Option
Add the Count Function to the “Performance Band Code” Filed
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Click the “Result” Tab on the Top Left
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To Add Graph to the Report
Click the “New” Drop down Link and Select the “Graph” in the Drop down. And in the Sub Menu Select the “Pie’’ Chart
New>Graph>Pie
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Click the “Save” Button to save the Analysis
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Select the appropriate location to save the Analysis
Shared Folder>Omran Asset Management>Subject Area contents
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Go to Home page and Select the “Catalog” Link
Select the “Dashboards”
Shared Folders>Human Resources>Dashboards
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Select the Appropriate Dashboard to add the Report
From the Dashboard Objects drag and drop the “Section” into Dashboard
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Select the Saved Analysis and drag and drop to the New “Section” Area
Click the “Save “Button to save the Dashboard
Click the “Run” Button to run the Dashboard
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To Add New Dashboard:
Select the “New” Link from the home page and Select the “Dashboard”
New>Dashboard
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Enter the Dashboard Name
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Select the ‘Section” from the Dashboard Objects and drag it to the “Drop Content “Area
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And drag the saved analysis into the ‘Section”
Click the save button to “Save” the Dashboard
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And You can access the saved Dashboard from the “Dashboards” Link
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