Analysis & OTBI Reports: How to Set Up a BI Connector Data Source and Table

Modified on Thu, 6 Aug at 11:42 AM

Before you start

BI Connector is installed and your license is activated. If not start with installation of Desktop Edition (in PC clients) or Server Edition (in Server clients).
You have your Oracle Fusion instance URL handy.
You have your Oracle Fusion credentials (username and password for Basic auth, or JWT details if your organisation uses JWT authentication).
(Recommended) Organise your Analysis reports into a dedicated folder structure in OTBI before proceeding. This makes Step 8 faster and keeps your Table clean.

Part A — Create the Data Source

Step 1 — Open the Data Sources section

Open BI Connector and click Data Sources on the left pane.

Step 2 — Create a new Data Source

Click New Data Source. Enter a name for your connection — for example, Fusion OTBI Reports.

Set the Data Source Type to Analysis (Reports) and pick the appropriate Oracle Analytics Application from the drop-down.

Step 3 — Enter your Oracle instance URL

Login to your Oracle Fusion or FDI or OAC instance in a browser. After successful authentication, copy the URL up to oraclecloud.com. The URL typically looks like:

https://______.oraclecloud.com

Tip — On OAS or OBIEE? Include the port number in your URL. For example, if your OAS is running at http://oas.biconnector.com on port 8080, enter:

http://oas.biconnector.com:8080

Step 4 — Set up authentication

Fill in the authentication fields based on your auth type:

Basic auth: enter your Username and Password.
JWT auth: enter the Client ID, Client Secret, and other required JWT details.
Custom SSO: Enter the authentication details as shared by the BI Connector team for your custom config.

Enable the SSO toggle and enter the SSO login URL, per the steps shared by BI Connector Team.

Tip — JWT authentication is more secure and is highly recommended over Basic auth or Custom SSO.

Step 5 — Test and save the Data Source

Click Test & Save. If the details entered in the BI Connector app are validated immediately, a success message appears at the top right and your data source is saved.

Instead, if a browser authentication is prompted, just go through the login flow on the browser, including MFA if applicable. If the browser authentication is successful, a success message appears at the top right and your Data Source is saved.

Important — What credentials to enter if browser authentication is prompted?

1. Enter Service Account credentials if setting up the connection on a Gateway/Integration Runtime/Tableau Bridge Server
(or)
2. Enter your user credentials if setting up the connection on your PC

Part B — Create the Table

Step 6 — Open the Tables section

Click Tables on the left pane, then click Add Table.

Step 7 — Name the Table and select the Data Source

Enter a name in the Table Name field.

Important — Spaces are not allowed in the Table Name. Use an underscore ( _ ) or a hyphen ( - ) instead.

Pick the Data Source you created in Part A from the drop-down, then click Next: Manage Reports.

Step 8 — Add the Analysis report folder path

Enter the folder path of the Analysis reports you want to fetch data from. For example:

/shared/Custom/ERP/Financials

Click Verify & Add. Repeat this step for every additional folder path you want to include. Reports in sub-folders under the path you add will also be fetched.

Important — Folder paths are case-sensitive. The easiest way to get the exact path: log in to Oracle Fusion in a browser, navigate to the report, click More → Properties, and copy the value shown against the Location field.

Important — Avoid adding root folders (such as /shared). Oracle will return all reports across all sub-folders under that root, which causes delays in accessing the reports you need. Add the most specific folder path possible.

Tip — Only need reports from My Folders? Check the Include My Folder Reports box instead of entering a folder path.

Step 9 — Save the Table

Click Save. Your Table is now ready to use.

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