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HCM - OTBI report no results when joining Goals with Checklists SA

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MariaStanciu
MariaStanciu Rank 1 - Community Starter
in Oracle Transactional Business Intelligence

Hello,

We have an OTBI report to display employment data, Performance goals data and answers to a questionnaire used in check-in. We are using following subject areas:

  • Workforce Management - Worker Assignment Real Time
  • Workforce Goals - Goal Status Overview Real Time
  • "Workforce Management - Checklist Real Time —> Checklist Questionnaire

The report gives no result from the moment we added the Checklist SA. What is the cause ? and what would be a possible solution ?

(we are currently looking into using logical SQL in a datamodel and join the SAs by assignment ID- not sure if this would be the way to go.

But even if it is, we'd rather go for a simpler solution, fully in OTBI, easier to maintain by the non-technical colleagues)

Thank you.

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Answers

  • RVohra
    RVohra Rank 6 - Analytics Lead

    Checklist Real Time SA is particularly isolated and not directly joinable to other SAs unless you structure it specifically. One option to try is

    • Start from "Worker Assignment Real Time" (base SA).
    • Add fields from "Goal Status Overview Real Time".
    • Then try adding only specific fields from "Checklist Real Time" – not the entire SA.

    If the above still fails, split your report into:

    • Analysis A: Worker Assignment + Goals
    • Analysis B: Checklist Questionnaire

    Then:

    • Place both on a dashboard, using a common dashboard prompt (e.g., Person ID or Assignment ID) to filter both.
    • This way, both analyses show data filtered to the same worker, even if they're not joined in a single report.

    Either way, it means you need to invest some time and also be ready to accept the outcome if it does not work.

    Hope it helps!