OTBi Reports Drill down Report

Here’s a visually enhanced blog post crafted for Blogspot or any modern CMS. It now includes screenshots to illustrate navigation and drilling behavior within OTBI.

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📊 Creating Drill-Down Reports in OTBI (Oracle Fusion)

🗓 Updated: July 26, 2025
✍️ Author: [Aks]

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🔍 What is OTBI Drill‑Down?

Oracle Transactional Business Intelligence (OTBI) offers interactive reporting within Oracle Fusion. With drill-down functionality, users can seamlessly transition from summary figures to detailed data—right from the same dashboard.

This guide shows you how to create interactive drill-downs using Action Links, transforming summary-level reporting into dynamic data discovery.

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💼 Business Use Case: Supplier Invoices

Imagine a dashboard showing total invoice amounts by supplier. With a drill-down:

• Clicking a supplier name opens a detailed listing of invoices for that supplier.

• Enables self-service exploration without navigating multiple screens.

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🛠 Step-by-Step: Build Drill‑Down in OTBI

Step 1: Summary Report (Summary Report)

• Select columns like:
  • Supplier Name
  • Invoice Count
  • Invoice Amount

• Save it as Summary Report

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Step 2: Detail Report (Detail Report)

• Include granular fields:
  • Invoice Number
  • Invoice Date
  • Amount

• Add filter prompt:

  "Supplier"."Supplier Name" = @{SupplierName}
  

• Save as Detail Report

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Step 3: Configure Action Link in Summary

In Summary Report:

1. Edit the Supplier Name column.

2. Go to Column Properties → Interaction.

3. Set Primary Interaction to Action Links.

4. Click Add Action Link:

   • Choose Navigate to BI Content

   • Select Detail Report

   • Map Supplier Name to @{SupplierName}

This creates the clickable link—from summary to detail.

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✅ Test the Drill

• Run the Summary Report.

• Click on a Supplier Name—your Detail Report opens with filtered data.

• Ensure both reports are saved and reside in shared folders and use the same subject area.

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🧯 Troubleshooting Tips

• Ensure the prompt variable in Detail matches the column name exactly.

• Both reports must use the same subject area.

• Confirm the Action Link mapping is correct.

• Use reports in dashboard view, not edit mode, for links to work properly.

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📸 Visual Guide: Screens & Routing

1. Summary with action links on Supplier Name (Image 1)

2. Editing Action Link settings (Image 2)

3. Drilled detail report after click (Image 3)

4. Advanced drill via deep link configuration (Image 4)

These visual cues help navigate to the right settings and confirm linkage results.

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📌 Tips & Extra Use Cases

• Extend drill-down to other fields like Business Unit, GL Period, Employee ID.

• For deeper analytics, create multi-level drill routines (e.g. invoice → payment status).

• Consider deep links to Fusion application pages for direct navigation—especially for expense reports or project cost details (docs.oracle.com, oracle.com, kaamilant.com, oracle-hub, tangenz.com, docs.oracle.com).

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🚀 Why Drill‑Down Reports Deliver Value

• Enables self-service data exploration directly within OTBI.

• Eliminates manual extracts or duplicate report generation.

• Streamlines workflows by allowing navigational depth without leaving dashboards.