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Is BI Administrator role alone sufficient to access all reporting data in OTBI ?

User_BR9YB

If a user already has the BI Administrator role in SaaS Fusion, do they still need additional data roles along with AP Manager or GL Manager to view data in OTBI reports? Or is the BI Administrator role alone sufficient to access all reporting data?

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Accepted answers

Henry Cabrera

Hello,

A BI Administrator role is usually not enough on its own to view specific General Ledger (GL) data, as it primarily grants technical, structural, or catalog-level administration rights rather than functional data access. To view GL account data, a user typically requires specific functional roles (e.g., Financial Analyst) combined with data access sets.

All comments

Henry Cabrera

Hello,

rkuntamukkala

BI Administrator is a platform role and lets you Create, edit, and manage OTBI analyses & dashboards, access the BI Catalog, Manage subject areas, folders, and permissions and Troubleshoot reports. It does NOT automatically grant access to transactional data. OTBI data access is controlled by Fusion ERP data security, not just BI roles.

Bhaskar Konar

https://community.oracle.com/products/oracleanalytics/discussion/28059/is-bi-administrator-role-alone-sufficient-to-access-all-reporting-data-in-otbi

Hi @User_BR9YB,

Welcome to the Oracle Analytics Community!

Please find below comparison which might be useful for the understanding.

Core Access Requirements:

Job Roles (Who): The user must be assigned predefined job roles such as General Accountant, General Accounting Manager, or Financial Analyst.
Data Access Set (What Data): The user must have a Data Access Set (DAS) assigned, which determines which Ledger or Legal Entity's financial data they can view.
BI Permissions (Access to Tools): Users need the access, and specifically BI Consumer role to view reports, BI Author to create them or BI Administrator to do some admin jobs like moving reports, granting permissions etc.

Hope this help.

Thank you.

RVohra

@User_BR9YB , Welcome and thanks for your question in the Oracle Analytics Community!

It is very important to understand how fusion OTBI security really works

OTBI security has two layers (BI Platform access and Data access), and both must pass for the user to access the reporting data.

BI Platform access (technical) is controlled by BI Administrator and BI Author / BI Consumer roles. This layer answers: “Can we open OTBI, create analyses, edit dashboards?”. BI Administrator gives us Access to OTBI UI , Catalog administration , Subject area visibility and Ability to build reports but It does not grant transactional data access.
Data access (functional / row-level) is controlled by Job roles (AP Manager, GL Manager, etc.) , Duty roles and Data roles (BU, Ledger, Legal Entity scoped). This layer answers “Which invoices, journals, suppliers, amounts can I actually see?” Without this layer Subject area opens, Columns are visible, but Results are empty or partial.

Hope it helps!

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