Guidance on OTBI Report for Transaction Summary by Region

Vasanthakumar Ravi

Hello Experts,

We have a requirement to extract transaction summary details by region using an OTBI report. We are utilizing the Human Capital Management - Transaction Administration Real-Time subject area. However, we are unable to retrieve the Region or Country columns. When we attempt to pull the Country column from the Assignment subject area, it defaults to a count for all countries.

Please refer to the attached screenshot, which includes a sample report output format and report parameters.

Could you please guide us if you have developed a similar OTBI report.

Regards,

Riyaz Ali-Oracle

Check the below:

1. Validate Subject Area Selection

The Transaction Administration Real-Time subject area may not contain direct mappings for Region or Country.
If country data is stored under Assignment subject areas, it might require joining related datasets.

2. Check if the Country Field is Aggregating Instead of Displaying

If pulling the Country column results in a count:

Ensure the field is set to "Display As" instead of "Aggregation" in the OTBI criteria settings.

Try adding Person ID or Assignment ID to prevent automatic aggregation.

3. Use Additional Subject Areas for Region-Level Reporting

Consider linking Assignment Real-Time or Payroll Real-Time subject areas to ensure accurate region-based filtering.
If necessary, use cross-subject area joins via BI Publisher.

4. Apply Filtering in the Report Criteria

Add Transaction Type, Business Unit, and Region filters to refine visibility.
Ensure correct joins between Transaction Administration Real-Time and Assignment tables.

5. Verify Data Security and Role Permissions

Sometimes, access restrictions may prevent certain fields from being retrieved.
Ensure that your role has reporting access to Country and Region fields.

Bhaskar Konar

https://community.oracle.com/products/oracleanalytics/discussion/25078/guidance-on-otbi-report-for-transaction-summary-by-region

Hi @Vasanthakumar Ravi,

It seems there's no common dimension between Transaction Admin SA & Assignment SA as a result if you combine the SAs, it might not give you the correct data set.

You can try the Logical SQL approach where you can join Transaction Admin SA data set with Core HR SAs like Assignment SA.

Please find below some example which might be useful for better understanding and a good starting point.

Assignment Approvals — Cloud Customer Connect

Goal Plan Approvals — Cloud Customer Connect

Absence approvals — Cloud Customer Connect

Hope this help.

Thank you.