Newarc Academy · Oracle Fusion Reporting

Oracle OTBI training

Self-service answers on live Fusion data, without waiting for IT.

Duration
16 hours
Level
Foundation
Modules
4 modules · 4 hands-on labs
Delivery
Live virtual or on-site
Group size
Up to 12 participants
Environment
Your own test pod
Pricing
Contact us for a tailored quote
OTBI

About this course

OTBI lets business users build analyses and dashboards directly on real-time Fusion subject areas. This course teaches people to find the right subject area, build accurate analyses, and share dashboards, and to recognise when a question is better answered with BI Publisher.

Who it’s for

Finance, procurement and project users, business analysts and super users.

Prerequisites

Day-to-day experience in the Fusion modules you report on.

Afterwards, your team can

  • Answer everyday questions without a ticket
  • Build analyses that tie back to the source
  • Share dashboards with the right people
  • Know when OTBI is the wrong tool

Course outline

4 modules over 16 hours. We adjust the depth and examples to the people in the room.

  1. 01

    Subject areas

    • How subject areas, folders and facts are organised
    • Choosing the right subject area for the question
    • Combining subject areas safely
  2. 02

    Building analyses

    • Criteria, filters and prompts
    • Calculated columns and conditional formatting
    • Tables, pivot tables and charts
  3. 03

    Dashboards and sharing

    • Dashboard pages and prompts
    • Saving to shared folders
    • Scheduling with agents
  4. 04

    Getting it right

    • Why totals differ and how to check them
    • Data security and what users can see
    • When to use BI Publisher instead
Hands-on

Labs in your own test pod

Participants practise on your configuration and data, so what they learn carries straight into their day-to-day work.

  • Build an AP aging analysis
  • Add prompts and a calculated column
  • Create a GL balances pivot
  • Publish a team dashboard

How the training runs

Format

Live virtual or on-site, fully customisable and scheduled around your team’s calendar

Group

Private cohorts of up to 12 participants. Larger teams are split into separate groups.

Environment

Your own test pod, with your configuration and data

You keep

Course presentations (PPT), workbook and lab guides

Frequently asked questions

Who is the OTBI Analysis course for?

Finance, procurement and project users, business analysts and super users.

How long is the OTBI Analysis course?

16 hours of instructor-led training. We split it into sessions that fit around your team’s calendar.

What do participants need beforehand?

Day-to-day experience in the Fusion modules you report on.

Is the training virtual or on-site?

Both. Most courses run as live virtual sessions, and we can deliver on-site when that suits your team better.

How much does the OTBI Analysis course cost?

Pricing depends on the course structure we build with you, including the modules, depth and number of groups. Contact us and we’ll send a tailored outline and quote.

Is the training delivered on our own Oracle environment?

Yes. Labs run in your own test pod, so participants practise on your configuration and data rather than a generic demo.

How many people can attend?

Up to 12 participants per group. Larger teams are split into separate groups so everyone gets hands-on time.

What do participants keep after the course?

The course presentations (PPT), workbook and lab guides.

Plan OTBI Analysis training for your team.

Tell us who you’d like to train and what they need to do afterwards. We’ll come back with a tailored outline and schedule.

Request this course