Overview
- This blog discusses the processes and steps to Flexible Reporting in Redwood Dashboards.
- Oracle Transactional Business Intelligence (OTBI) content can now be configured as a data source for Redwood Analytics in specific Fusion pages.
- It allows business users to add charts, tables, and metrics from OTBI into dashboards, enabling real-time, contextual analytics.
- This feature improves user experience by reducing navigation to separate BI tools and providing seamless access to insights within the Redwood UX.
- It supports multiple visualization types like Bar, Line, Pie, Donut, Funnel, Metric Cards, and Tabular reports.
- This feature is available across Redwood dashboards in HCM, Financials, Procurement, and other modules, wherever visualizations are supported.
Summary
In brief, the procedure for creating Redwood Analytics is as follows:
- Create OTBI reports that provide the necessary data to present to users.
- Create a Visualization Configuration for each Redwood Analytic that is required.
- Use the Edit Page Layout feature to drag and drop new Redwood Analytic KPIs and Visualizations onto your dashboards.
Steps to Enable Oracle Redwood Flexible Reporting for Real-Time Analytics
- Access the page by appending /fscmUI/redwood/cx-analytics/application/container/dvconfig after the “.com” in the pod URL. Use the Add button to include new KPIs and visualizations.
Fig 1: Home Page
Fig 2: Visualization Configuration
This section will display all the OTBI dashboards that have created within this Visualization Configuration
- Click Add Visualization
- Select the OTBI Analysis source type.
Fig 3: Create Configuration
- Select the folder containing the OTBI analysis, search for the required analysis, and choose it from the LOV.
Fig 4: OTBI Analysis source type selection
- Click on Visualization Type to choose the required chart.
Fig 5: Configuration for – Hires by Gender – Visualization
- Based on the OTBI report data, the page auto-selects a visualization type. The Details section is filled in, and the Redwood Analytic appears on the right. The fields in the Details section differ depending on the visualization type, such as pie charts or bar charts.
Fig 6:
- Click the + icon in the Filter section to add a filter to the chart.
Fig 7: Filter section
- Applying a filter will modify the chart accordingly.
Fig 8: Hires by Gender Visualization with Month Filter
- As the final step, change the Redwood Analytics visualization status to Active. To make changes in the future, the status must be inactivated, the visualization saved, and then set back to Draft.
Access Requirements
The following privileges are required:
1. Visualization Configurator:
- To view the dashboard: ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV
- To configure the dashboard: ZCA_MANAGE_DATA_VISUALIZATION_CONFIGURATION_PRIV
2. Each dashboard controls Edit Page Layout through a specific privilege, which is documented in the What’s New entry for that dashboard. For instance, the (HCM) Team Activity Center requires PER_EDIT_TEAM_ACTIVITY_CENTER_LAYOUT privilege to allow layout edits.
Tips and considerations
This may not be a comprehensive list of tips and considerations, but it covers the most common ones:
- Line charts cannot process numeric values on the X-axis. These values must be CAST to CHAR in OTBI for proper functionality. This limitation may also affect other chart types. In some cases, you may need to clear the Category field in the Visualization Configuration tool.
- The Tabular Chart type in the visualization tool may display the error: ‘Select values for all the required fields to generate the visualization.’ Currently, there is no known solution for this issue.
- The X-Axis LOV in the configuration tool displays only the first eight columns from the OTBI report. If additional columns are needed, you should reorder the columns in the OTBI report.
- Some OTBI features are not supported by the visualization tool. The following features are currently unsupported (this list is not exhaustive): View Selector, Column Selector, Drills, Prompts
Upcoming Features
- Expanded Page Support Across Modules: Oracle plans to extend support for flexible OTBI visualizations to more Redwood pages, beyond the current releases where it’s available. Notifications will be provided in future What’s New documents when new pages become supported.
- Enhanced Roadmap for Supply Chain Modules: Releases 25D and 26A are expected to include enhancements for the Supply and Demand Planning dashboards. Currently, Redwood support in these areas is limited, but full visual and analytic capabilities are anticipated in later releases like 26D.
- General Future Enhancements Across Modules: While no specific public roadmap exists for future flexible reporting features, Oracle is steadily enhancing Redwood UX across HCM, SCM, Finance, ERP, and more.
The 25C release introduced Flexible Reporting, and Oracle continues to enhance and broaden Redwood capabilities in future updates.
Business Benefits of Flexible Reporting in Oracle Redwood Dashboards
- Real-Time Decision Making: With Oracle Redwood Dashboards, organizations can access real-time analytics directly within Fusion applications. This eliminates delays caused by switching to separate BI tools, empowering managers to act faster and smarter.
- Improved User Experience: The Redwood UX provides a modern, intuitive interface that simplifies how employees interact with data. By embedding OTBI visualizations into dashboards, users enjoy a seamless experience without complex navigation.
- Contextual Insights Across Modules: Flexible reporting enables contextual analytics in HCM, Finance, Procurement, and Supply Chain. Decision-makers can view dashboards tailored to their roles, enhancing productivity and business outcomes.
- Enhanced Productivity with Self-Service Reporting: Business users can configure charts, KPIs, and tables independently, reducing dependency on IT or BI teams. This self-service analytics approach accelerates reporting cycles and lowers operational costs.
- Streamlined Compliance and Accuracy: By pulling data directly from Oracle Transactional Business Intelligence (OTBI), reports remain consistent, accurate, and compliant with organizational policies. This minimizes manual errors and ensures trustworthy insights.
- Future-Ready Analytics: With Oracle continuously expanding Redwood analytics capabilities in upcoming releases, organizations adopting flexible reporting today are better positioned for scalable digital transformation tomorrow.
Conclusion
Flexible Reporting in Redwood Dashboards brings a modern, user-friendly way to integrate analytics within Oracle Fusion. By leveraging OTBI and Redwood’s visualization capabilities, it eliminates dependency on hardcoded BI reports, enabling business users to create interactive, role-based dashboards with real-time insights—ultimately improving decision-making and user experience.
Ready to Unlock the Power of Redwood Dashboards?
At Kovaion Consulting, we help enterprises harness the full potential of Oracle Redwood UX and OTBI analytics to create flexible, real-time dashboards that drive smarter decisions. Our experts specialize in Oracle HCM, Finance, Procurement, and Supply Chain modules, ensuring your teams get seamless, role-based insights without the complexity.
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Author: Sameer Shaik, Oracle HCM Consultant
