Connect Power BI Desktop to Oracle Fusion OTBI Analysis Reports

Learn how to connect Power BI Desktop to Oracle Fusion's OTBI Reports or Analysis reports using the BI Connector for seamless reporting and automation.

Before you start

Who is this guide for?

This guide is for Oracle Fusion users who want to connect Power BI Desktop to OTBI Analysis reports built from their ERP, HCM, SCM, or CX cloud applications.

Compatibility

BI Connector Versions

Power BI Query Modes Supported

• Import Mode (supports scheduled refresh in Power BI Service)

• Direct Query Mode

Pre-requisites

System Requirements

• Windows PC with:

  • Power BI Desktop (64-bit)

  • BI Connector Desktop Edition installed (v6.x or newer)

  • Admin access for installation (if required)

Software Downloads

1. BI Connector Desktop Edition

   • Download here.

   • Install and activate your license key (If you are a trial user, Request free trial).

2. Power BI Desktop (64-bit)

   • Download here.

   • Ensure the file name ends with _x64.

Oracle Fusion Service Account

• Basic Authentication required (Username/Password only).

  • To confirm: Log in to Oracle Fusion in a private browser window. If prompted for only a username and password, you have Basic Authentication.

  • If MFA is enabled: Contact your Oracle Fusion admin to create a service account for BI Connector.

• Role Assignments

• Assign the BI Consumer role to your Oracle Fusion account.

• Add additional roles based on data access needs:

  • Example: Budget Manager and Budget Analyst roles for budget data.

• Custom Roles and Role Hierarchies are supported

Tip: We recommend that you assign all the roles and privileges of an existing super user who is responsible for creating the set of reports.

Limitations

Multi-Factor Authentication (MFA)

• If your Oracle account uses MFA, automation with scheduled refresh in Power BI Service won’t work.

• Solution: Request a service account from your Oracle Fusion admin that supports Basic Authentication.

Query Timeout

• The OTBI Analysis report must return the first dataset within 300 seconds.

  • For large datasets: Optimize your query to fetch the first chunk of data within the time limit. The BI Connector’s data chunking feature helps manage large datasets.

Video Walkthrough

If you'd prefer to learn by watching a video, you can find the entire step-by-step guide in this video. The video walks you through the process of connecting Power BI Desktop to Oracle Fusion OTBI Analysis reports using the BI Connector.

Step 1: Create a BI Connector Data Source

1. Open the BI Connector Desktop Edition.

2. Navigate to the Data Sources tab.

3. Click New Data Source and provide a descriptive name.
   Example: Oracle Fusion ERP OTBI Analyses

4. Select Analysis (Reports) as the Data Source Type.

5. Choose your Oracle application:

   • Fusion (Oracle Fusion Cloud ERP/SCM/HCM/CX)

   • Analytics Cloud (Oracle Analytics Cloud)

   • OBIEE (Oracle Analytics Server)

   • Custom (if using a custom SSO setup—contact BI Connector Support).

6. Enter your Oracle Account URL:

   • Log in to Oracle Fusion, navigate to the Analytics/OTBI/Catalog page, and copy the URL up to oraclecloud.com.
     Example: https://acmeprod.ocp.oraclecloud.com

7. Enter Oracle Username and Password.

8. Test the connection by clicking Test & Save.

Step 2: Create a BI Connector Table

1. Open the Tables tab in the BI Connector application.

2. Click Add Table and provide a name.
   Example: Monthly GL Trial Balance

3. Select the Data Source created in Step 1.

4. Click Next: Manage Reports

5. Add the folder path:

   • Locate the Analysis report in OTBI, click More, select Properties, and copy the Location.
     Example: /shared/Custom

6. Paste the folder path into the BI Connector Folder Path field.

7. Click Verify & Add to validate the folder path.

   • To add multiple folder paths, repeat the steps 6 & 7 for each folder. 

   • Note that the sub-folders under an added folder will be automatically included.

8. Click Save.

Step 3: Connect Power BI to the BI Connector Table

1. Open Power BI Desktop.

2. Click Get Data > Select BI Connector > Connect.

3. Enter the ODBC Data Source Name created in Step 1.
   Example:  Oracle Fusion ERP OTBI Analyses

4. Enter Oracle Username and Password when prompted.

5. The Power BI Navigator will load. Expand the contents and select your table.

6. Click Load.

Step 4: Create Reports in Power BI

1. Visualize the data in Power BI Desktop, and blend it with other data sources as required.

Next Steps

• Build and publish your Power BI reports.

• Automate report refresh in Power BI Service (Learn How).

By following this guide, you can now connect Power BI Desktop to Oracle Fusion OTBI Analysis reports, optimize your data flows, and automate your reporting process efficiently!