The Most Important Part of Your Business Intelligence ... · The Most Important Part of Your...

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The Most Important Part of Your Business Intelligence Project :

The Data Warehouse

Presented By:Joseph Guerra Vice President and Chief Architect

RapidDecision® an Andrews Consulting Group Company

The Most Important Part of Your The Most Important Part of Your Business Intelligence Project :Business Intelligence Project :

The Data WarehouseThe Data Warehouse

Presented By:Presented By:Joseph Guerra Vice President and Chief ArchitectJoseph Guerra Vice President and Chief Architect

RapidDecisionRapidDecision®® an Andrews Consulting Group Companyan Andrews Consulting Group Company

Sales Order

Purchase Order

GL TransactionWork OrderInvoiceVoucher

CustomerSupplierItem

ShipmentReceipt

ReportReportData WarehouseData Warehouse

------------------------------------------------------------------------------------------------------------------------------------------------

Data Marts &Data Marts &Analytical AppsAnalytical Apps

The Data Warehouse:The Data Warehouse:The Engine that Drives Business IntelligenceThe Engine that Drives Business Intelligence

For A Complete BI SolutionFor A Complete BI Solution

There are 2 components to BI:

Front-end tools -Business Intelligence-Dashboards-Reporting

There’s only one way to do it:You must use a Data Warehouse

Feeding your dataFeeding your datato those toolsto those tools

ReportData WarehouseData Warehouse

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Data Marts &Data Marts &Analytical AppsAnalytical Apps

For A Complete BI SolutionFor A Complete BI Solution

There are 2 components to BI:

Feeding your dataFeeding your datato those toolsto those tools

ReportData WarehouseData Warehouse

------------------------------------------------------------------------------------------------------------------------------------------------

Data Marts &Data Marts &Analytical AppsAnalytical Apps

Front-end tools -Business Intelligence-Dashboards-Reporting

For A Complete BI SolutionFor A Complete BI Solution

There are 2 components to BI:

RapidDecision: A pre-built Data Warehouse that makes Business Intelligence work best

Feeding your dataFeeding your datato those toolsto those tools

ReportData WarehouseData Warehouse

------------------------------------------------------------------------------------------------------------------------------------------------

Data Marts &Data Marts &Analytical AppsAnalytical Apps

Front-end tools -Business Intelligence-Dashboards-Reporting

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

F0010

F0902

F0006

F0901

F0008

1 You need the following files

F0005

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

PS_CHARTFIELD1

PS_OPER_UNIT

PS_BUSINESS_UNIT_TBL

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

PS_GL_ACCOUNT

PS_DEPARTMENT

1 You need the following files

PSRECDFN

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

2 Understand how to link them

F0010

F0902

F0006

F0901

F0008

F0005

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

2 Understand how to link them

PS_CHARTFIELD1

PS_OPER_UNIT

PS_BUSINESS_UNIT_TBL

PS_GL_ACCOUNT

PS_DEPARTMENT

PSRECDFN

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

3 Use the following fields

F0010

F0902

F0006

F0901

F0008

F0005CCCOCCCOCCNAMECCNAMECCPNCCCPNC

MCMCUMCMCUMCDCMCDCMCRP01MCRP01

GMOBJGMOBJGMSUBGMSUBGBNP01GBNP01

GBOBJGBOBJGBSUBGBSUBGBNP01GBNP01

CDFYCDFYCDFYJCDFYJCDDTPNCDDTPN

DRSYDRSYDRRTDRRTDRKYDRKY

Simple Example:Simple Example:How Would You Create a Trial Balance?How Would You Create a Trial Balance?

3 Uses cryptic fields

PS_CHARTFIELD1

PS_OPER_UNIT

PS_BUSINESS_UNIT_TBL

PS_GL_ACCOUNT

PS_DEPARTMENT

PSRECDFN

Create code for the Special Elements

Complex Example:Complex Example:How Would You Create a Balance Sheet?How Would You Create a Balance Sheet?

1 You need additional files

F0901

F0902F0006

F0010

F0008

F0005

F0004

Complex Example:Complex Example:How Would You Create a Balance Sheet?How Would You Create a Balance Sheet?

2 Understand how to link them

Create code for the JDE level of detail field

F0901

F0902F0006

F0010

F0008

F0005

F0004

Complex Example:Complex Example:How Would You Create a Balance Sheet?How Would You Create a Balance Sheet?

3 Use the following fields

F0901

F0902F0006

F0010 F0005

F0004

CCCOCCCOCCNAMECCNAMECCPNCCCPNC

MCMCUMCMCUMCDCMCDCMCRP01MCRP01 GBLTGBLT

GBAPYCGBAPYCGBNP01GBNP01

GMOBJGMOBJGMSUBGMSUBGMLDAGMLDAGMR001GMR001

CDFYCDFYCDFYJCDFYJCDDTPNCDDTPN

DRSYDRSYDRRTDRRTDRKYDRKY

DTSYDTSYDTRTDTRTDTDL01DTDL01

F0008

JD Edwards and PeopleSoft Data:JD Edwards and PeopleSoft Data:How to Handle the ComplexityHow to Handle the Complexity

GL AreaGL Area Trial BalanceTrial Balance

Build or Buy aBuild or Buy aData Warehouse for JD Edwards & PeopleSoftData Warehouse for JD Edwards & PeopleSoft

TransformTranslateRename

RenumberCustomization

Sales Order

Purchase Order

GL TransactionWork OrderInvoiceVoucher

CustomerSupplierItem

ShipmentReceipt

ReportData WarehouseData Warehouse

------------------------------------------------------------------------------------------------------------------------------------------------

Data Marts &Data Marts &Analytical AppsAnalytical Apps

Best Practices:Best Practices:Data Warehouse StructureData Warehouse Structure

Sales Order

Purchase Order

GL TransactionWork OrderInvoiceVoucher

CustomerSupplierItem

ShipmentReceipt

Report

Data WarehouseData Warehouse------------------------------------------------------------------------------------------------------------------------------------------------

Data Marts &Data Marts &Analytical AppsAnalytical Apps

GL

AR

HR

SO

INV

Subject AreaData Marts

Data Warehouse

Data MovementNet Change or Refresh

TransformTranslateRenameRenumber

ETL / CDC

Data WarehouseData WarehouseWhy DoesnWhy Doesn’’t Everyone use this Approach?t Everyone use this Approach?

It’s complex to create

Requires a lot of knowledgeJD Edwards and PeopleSoft

Business Intelligence

TimeNo immediate report deliverables

It is a significant IT project

“ 2/3 of all software projects will fail this year.”

“ 2/3 of all software projects will fail this year.”

Steve McConnellSoftware Project Survival GuideMicrosoft Press

The Complete SolutionThe Complete SolutionBuild vs. BuyBuild vs. Buy

BuyBuyBuildBuild

Weeks/Months

Months/Years

Time

Months/Years

The Complete SolutionThe Complete SolutionBuild vs. BuyBuild vs. Buy

BuyBuyBuildBuild

Time

Months/Years

Weeks/Months RapidDecision®:Fastest Time to Value

Lowest TCO

Lowest Risk

ERP Upgrade Protection

The Complete SolutionThe Complete SolutionBuild vs. BuyBuild vs. Buy

“ We estimate that RapidDecision® moved us ahead 13 months over our previous “best effort”estimate for accomplishing an admittedly less robust business intelligence solution. That time equates to money saved, while the instant access to relative management reports increases our competitive advantage significantly. ”

“ We estimate that RapidDecision® moved us ahead 13 months over our previous “best effort”estimate for accomplishing an admittedly less robust business intelligence solution. That time equates to money saved, while the instant access to relative management reports increases our competitive advantage significantly. ”

Clem WiekrykasE-Business

Program ManagerHamilton SundstrandBuyBuyBuildBuild

Time

Months/Years

Weeks/Months

The Complete SolutionThe Complete SolutionBuild vs. Buy Case StudyBuild vs. Buy Case Study

Major Cosmetics CompanyPurchased Cognos

Attempted to Design and Build a DW . . . It failed

Discovered RapidDecision and were up and running in production in 30 days

BuyBuyBuildBuild

Time

Months/Years

Weeks/Months

The BI Demos!

Discover Discover RapidRapidDecisionDecision®®

An innovative BI platform designed to be An innovative BI platform designed to be The foundation of your BI solutionThe foundation of your BI solution

Questions and Answers

Discover Discover RapidRapidDecisionDecision®®

An innovative BI platform designed to be An innovative BI platform designed to be The foundation of your BI solutionThe foundation of your BI solution

Background Information

Discover Discover RapidRapidDecisionDecision®®

An innovative BI platform designed to be An innovative BI platform designed to be The foundation of your BI solutionThe foundation of your BI solution

RapidDecision®

Is the pre-built Data Warehouse needed

to make Business Intelligence work.

RapidDecision®

Is the pre-built Data Warehouse needed

to make Business Intelligence work.

The Bottom LineThe Bottom Line

RapidDecisionRapidDecision®® OverviewOverview

Established in 1995 - 14 releases to date16 Modules supportedThousands of data transformations optimizing the User InterfaceDeveloped by people with years of Business, ERP, DataWarehousing and Business Intelligence experienceProduct roadmap

Current release – 4.0Version 4.1 – early Q4 2008 releaseVersion 4.1 – PeopleSoft Enterprise supportVersion 4.2 – design phase, gathering customer requirementsVersion 4.3 – new reporting design and more ETL(s)

Partnering with our Customer’s to drive product development

What Makes What Makes RapidDecisionRapidDecision®® Unique?Unique?

RapidDecision® “connects” your BI tool to your JD Edwards and PeopleSoft data

RapidDecision® organizes the data it for easy reporting, analysis and performance management

RapidDecision® consolidates multiple data sources and multiple instances of JD Edwards and/or PeopleSoft

RapidDecision® delivers data in “right-time” based on your needs

RapidDecision® provides key transformation’s for each subject area

Transformation ExamplesTransformation Examples

Julian dates are stored as “regular” dates as well as all of the components of a Date

Year, Quarter, Month, Week, Day, Rolling periods, etc.Example: 106365 converted to: 12/31/2006

Decimal conversionExample 10000 = $100.00

User Defined Codes (UDC) descriptions are stored with the codes.Translation Values Descriptions from PS_XLAT_ITEM_VW are stored with the codes.Level of Detail from the Chart of Accounts is stored Levels of Customer are stored: Ship-to, Sold-to, Bill-To and ParentBalances are created and stored for quick retrieval based on your Automatic Accounting Instructions (AAI’s)

Supported MartsSupported Marts

General LedgerJob Cost Fixed AssetsAccounts PayableAccounts ReceivableHome BuildersProperty ManagementEquipment Management

SalesInventoryPurchasingWork OrderManufacturingHRPayrollExpense Management

Other Modules Upon Request

Customers of RapidDecisionCustomers of RapidDecision®®

Installed at over 200 customers across North America

Summary:Summary:

RapidDecision® = fastest time to value

RapidDecision® is Fixed Price

RapidDecision® consolidates your data

RapidDecision® represents lowest total cost of ownershipRapidDecision® provides the platform you need to deliver Business Intelligence the way you expect it