Sharing OTBI Analyses

Lisa Spence

Summary

Need guidance on how to share OTBI templates with other internal users

Content

Hi all!

I am new to Fusion and OTBI.  I have searched Oracle Support and the Library, but can't seem to find an answer to this issue we're having.

I have created an analysis in OTBI that we would like to share with other internal users.  I have currently saved it in My Folders of OTBI.  I have tried saving it to the Shared Folder, but I am denied access.  

I assume this relates to security and that I need to have a particular security role added to my profile.  Is anyone aware of which particular role I require in order to have access to save to the Shared Folder?  Or is it something else entirely?

Appreciate any help you can provide. 

Thanks!

Lisa

Gautam Basu-2248

Hi Lisa,

You need to have the Administrators role. It will allow you to do it.

Thanks,

 Gautam

Lisa Spence

Thanks Gautam.

I don't suppose you know the exact name of the role?  "____ Administrator"?  There are so many options.

Does this mean that the general HR user are unable to share templates among themselves?

Gautam Basu-2248

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Hi Lisa ,

As you can see the name of the role is ADMINISTRATORS. I don't use the HCM application , I use SALES CLOUD , however I know it very well that OTBI is same for every application. You just need to map the role properly.

Thanks,

 Gautam

User508102-Oracle

Hi Lisa,

You should be able to save the reports/analysis in Customer folder under shared. That's the only folder that users can save reports to other than My Folder.

Thanks

Venu

Gautam Basu-2248

Hi Venu,

FYI , I have saved my analysis wherever i wanted to save. There is no such rule.

Thanks,

 Gautam

Lisa Spence

Hi Venu,

That worked!  Thank you.  I'll have to dig deeper to see if there is an additional role required, but for the time being, I am able to post to the Custom folder.

 

Thanks everyone!

User508102-Oracle

Lisa,

If you save the reports under shared folders other than custom by getting an admin role, those reports can not be preserved during upgrades and will be over written. the only folder that is preserved during upgrades is the custom folder under shared.

Hope this helps.

Venu

 

AshishERPCloud

BI Administrator

BI Author and

BI Consumer are the three roles

 

They have spate options Read Write and Full Control to be chosen.

Additinally you should always archive the Reports you create so that you have a local copy even if it is lost in upgrade you can unarchive and start working/using

 

Thanks

Ashish

Lisa Spence

Thanks all!  Very helpful.

Suvankar Dasgupta

Hi there,

I have created an otbi analysis using direct database query and I want to create a dashboard prompt after adding it to the dashboard. But a dashboard prompt requires a subject area to be selected. Since the analysis is created from query, a particular subject area cannot be selected. That's why I am unable to create the dashboard prompt. Please help.

Onkar Tiwari

I am new to Fusion. I just want to know what is PVO and Subject area?

1) Is PVO a view Object? is it a service. What exactly is PVO? How do we design it?

2) What is Subject Area? Is there any link between subject area and PVO.

I am designing a solution based on subject area and PVO. I actually need to understand these things properly.

Can anybody help me on the same