Exploring Oracle BI Apps: How it Works and What I Get...
Transcript of Exploring Oracle BI Apps: How it Works and What I Get...
Exploring Oracle BI Apps: How it Works and What I Get
NZOUGMarch 2013
Copyright This document is the property of James & Monroe Pty Ltd. Distribution of this document is limited to authorised personnel. Reproduction of this document in part or in full in any form, including email and electronic, is not allowed except by written permission from James & Monroe Pty Ltd. This document contains material from Oracle, and is subject to Oracle copyright of all Oracle specific information.
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Agenda
• BI Applications - What is it ?- How it works ?
• Architecture• Components
- Financial Analytics
• Appendix- About J&M
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The following is intended to for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Safe Harbor Statement
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WHAT IS IT ?BI Applications
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What is a BI Application ?Definition
• BI Application or Pre-packaged BI Application can be defined as "An off the shelf available pre built BI Application which can cater to an Organisation’s long term BI needs and should integrate seamlessly into the existing technical architecture".
• BI Application should be able to cater to all inside the organisation, from the strategic and tactical levels to the operational level. It should seamlessly integrate in the technical architecture to deliver consistent business value.
• BI application can be a module implemented for a specific department for example Finance or merely a subject area of a much larger BI system that uses a particular tool. Your information is integrated across your major data sources, but the usage is tailored to a particular user community and their reporting requirements.
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Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics
CRM ANALYTICS ERP ANALYTICSSALES
• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team
Effectiveness
MARKETING
• Campaign Effectiveness
• Customer Insight• Product Propensity• Market Basket
Analysis• Campaign ROI
SERVICE & CONTACT CENTER
• Service Effectiveness
• Customer Satisfaction
• Resolution Rates• Service Rep
Efficiency• Service Cost• Service Trends
ORACLE BI SUITE ENTERPRISE EDITION PLUS
AND OTHER OPERATIONAL AND ANALYTIC SOURCESSOURCE ADAPTERS:
FINANCIALS
• General Ledger• Accounts
Receivable• Accounts Payable• Cash Flow• Profitability• Expense
Management
PROCUREMENT & SPEND
• Direct & Indirect Spend
• Buyer Productivity• Contract Compliance• Supplier
Performance• Purchase Cycle Time• Employee Expense
SUPPLY CHAIN & ORDER MGMT
• Revenue & Backlog
• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis
PROJECTS
• Project Funding and Budget
• Product Cost• Project Revenue• Project Billing• Project Profitability
HUMAN RESOURCES
• Employee Productivity
• Compensation• Talent
Management• Recruiting Analysis• Learning Analysis• Workforce Profile
PRICE
• Price Segments• Price Waterfall
Analysis• Deal Life Cycle• Deal Desk
Analysis • Product Pricing
Performance
LOYALTY
• Member Demographics
• Membership Trends
• Program Revenue• Promotion
Effectiveness• Points Analysis
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Built on an Open, Leading BI FoundationEnables Flexibility, Extensibility, Standardisation
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial ReportingBI Publisher
Interactive ReportingSQR Production Reporting
Web Analysis
InteractiveDashboards
Ad hocAnalysis
ProactiveDetectionand Alerts
MicrosoftOffice
OLTP & ODSSystems
DataWarehouseData Mart
SAP, Oracle Siebel, PeopleSoft
JD EdwardsCustom Apps
FilesExcelXML
BusinessProcess
Financial PerformanceManagementApplications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
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Common Enterprise Information Model“Model Once, Deploy Everywhere”
• Information consistency, availability & transparency• Eliminates data silos• Increased user adoption• Greater leverage in IT
Oracle BI Server
Common Enterprise Information Model
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
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No Compromise – Build, Buy, or BothStandardise on Common World-Class BI Foundation
• Benefit from pre-built BI Apps
• Standardise on leading BI foundation
• Across all data sources and users
• Maintain flexibility to buy, extend, or build custom
• Viable enterprise BI strategy
Oracle BI Suite Enterprise Edition
Sales
Service
Marketing
Contact Center
Supply Chain & Order Mgmt
Financials
HumanResources
Procurement & Spend
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Custom App
Oracle BI Applications Custom-built BI apps
OLTP & ODS
Systems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel
JD EdwardsCustom Apps
FilesExcelXML
BusinessProcess
Financial PerformanceManagementApplications
InsightPerformance
Action
SetGoals
Plan
MonitorAnalyze
Report
Align
HyperionEssbase
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HOW IT WORKS ?BI Applications
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How it Works?Standard Architecture
• An ETL Tool• Centralised console to manage and recover ETL• Reporting platform, A reporting engine and a report
delivery mechanism• Pre Built ETL Adaptors (Adaptors for leading source
systems)• A Unified Data Model• Pre Built Dashboards and Reporting contents
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How it Works?Standard Components
INFORMATICA REPOSITORY
SERVICES
INFORMATICA REPOSITORY
SERVICES
INFORMATICA REPOSITORY
INFORMATICA INTEGRATION
SERVICES
INFORMATICA INTEGRATION
SERVICESDAC SERVERDAC SERVER
OLTP
DACREPOSITORY
OBI ANLAYTICS WAREHOUSE
OBIEE SERVEROBIEE SERVER
INFORMATICA CLIENT
INFORMATICA CLIENT
DAC CLIENT
DAC CLIENT
OBIEE ANSWERS
OBIEE ANSWERS
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How Does it Work?Data Warehouse Administration Console (DAC)
• For warehouse developers and ETL Administrators • Metadata driven “ETL orchestration tool”
- Application Configuration- Execution & Recovery- Monitoring
• Allows:- Pin-point deployment- Load balancing / parallel loading- Reduced load windows- Fine-grained failure recovery- Index management- Database statistics collection
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How it Works?Informatica
• Informatica PowerCenter Client Tools- Designer - Define transformation process,
known as mapping. - Workflow Manager - Define run-time
properties for a mapping, known as sessions
- Workflow Monitor - Monitor execution of sessions
- Repository Manager - Manage repository, useful for administrators
- Metadata Reporter - Report Metadata • Informatica PowerCenter Repository:• Informatica PowerCenter Server:
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How it Works?OBIEE Server
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How it Works?Standard Architecture
Oracle BI Presentation Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI Server
Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalisation Dynamic SQL Generation
Highly Parallel Multistage and Customisable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
Direct Access to Source Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process DA
C
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How it Works?ETL Overview
Oracle BI Presentation Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI Server
• Accessing / loading source data- Batch ETL (Full or Incremental)- Direct access to source data from Oracle BI
Server• ETL layered architecture for extract,
universal staging and load- Provides isolation, modularity and
extensibility- Ability to support source systems version
changes quickly- Ability to extend with additional adapters- Slowly changing dimensions support
• Architected for performance- All mappings architected with incremental
extractions- Highly optimized and concurrent loads- Bulk Loader enabled for all databases
• Data Warehouse Administration Console (DAC)
- Application Administration, Execution and Monitoring
Direct Access to Source Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
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How it Works?ETL Overview
Staging Tables
Source Independent Layer
Extract
SQL
SQL
SQL
SQL
SQL
SQL
ABA
PA
BAP
Business AnalyticsWarehouse
Other
Extract Source-specific and universal
business adapters Expose simplified business
entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance, parallelism
Extensible
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How it Works?ETL Overview
Staging Tables
Source Independent Layer
Extract
SQL
SQL
SQL
SQL
SQL
SQL
ABA
PA
BAP
Business AnalyticsWarehouse
Other
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R/3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Significantly reduces implementation and maintenance when compared with building full ETL solution from scratch
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How it Works?ETL Overview
Staging Tables
Source Independent Layer
Extract
SQL
SQL
SQL
SQL
SQL
SQL
ABA
PA
BAP
Business AnalyticsWarehouse
Other
Source Interdependent Layer Encapsulates warehouse load logic Handles:
Slowly changing dimensions Key lookup resolution / surrogate
key generation Insert/update strategies Currency conversion Data consolidation
Uses Bulk Loaders on all dbplatforms
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How it Works?Server Repository Overview
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Oracle BI Presentation Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI Server
Direct Access to Source Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process DA
C
• Multi-layered Abstraction- Separation of physical, logical and
presentation layers- Logical modeling builds upon complex
physical data structures- Logical model independent of physical
data sources, i.e. same logical model can be remapped quickly to another data source
• Metrics / KPIs- Multi-pass complex calculated metrics
(across multiple fact tables)- One Logical Fact can span several table
sources including aggregates and real-time partitions
• Aggregate navigation• Federation of queries• Prebuilt hierarchy drills and cross
dimensional drills• Security and visibility
- Tight integration with Oracle EBS, Siebel CRM and PeopleSoft Enterprise
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How it Works?Web Catalog Overview
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Oracle BI Presentation Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI Server
Direct Access to Source Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process DA
C
• Role based dashboards- Covering more than a 100 roles
• Navigation- Most reports have at least one level of navigation
embedded- Drill to details from many interactive elements, e.g.
chart segments• Guided Navigation
- Conditional navigational links- Analytic workflows
• Action Links- Direct navigation from record to transactional while
maintaining context• Alerts
- Scheduled and Conditional iBots• Highlighting
- Conditional highlighting that provides context on metrics (is it good or bad?)
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FINANCIAL ANALYTICSBI Applications
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Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy Financial
ServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
Sales Marketing Procurement & Spend
Supply Chain & Order
ManagementFinancials Human
Resources
PipelineAnalysis
ForecastAccuracy
Sales Team Effectiveness
Up-sell/ Cross-sell
Cycle Times
Lead Conversion
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
ExpenseManagement
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact CenterService
Effectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
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Application Dashboards Dashboard Pages
Reports Metrics
Sales 14 33 620 555Marketing 5 27 124 501Service 8 15 102 465Contact Center 5 17 72 448Finance 6 36 255 488HR 4 16 76 138Supply Chain & Order Mgmt.
2 18 157 388
Procurement & Spend
2 14 103 161
All Industry Apps 44 147 1117 508
Total 88 317 2576 3524
Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics
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Pre-mapped metadata, including embedded best practice calculations and metrics for financial, executives and other business users
A “best practice” library of over 360 pre-built metrics, 30 intelligent dashboards, 200+ reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives
Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from PSFT, Oracle EBS and other sources
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on financial analytics
Presentation layerLogical business modelPhysical sources
1 3
2 4
Oracle BI ApplicationsFinancial Analytics Components
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Oracle BI ApplicationsFinancial Analytics
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Business Objectives /
Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers?
How long is the underlying Overdue
Balance pending?
Is Overdue Balancestrending up?
Is DSO on target?
Maximize Cash Flow
Oracle BI ApplicationsFinancial Analytics - Workflows
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Oracle BI ApplicationsGeneral Ledger Dashboard
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Oracle BI ApplicationsPayables Dashboard
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Oracle BI ApplicationsReceivables Dashboard
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Oracle BI ApplicationsSpend Analyzer Dashboard
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APPENDIX- INTRODUCTION TO J&M
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Introducing James & Monroe
• Business Consulting company focused on Enterprise Performance Management (EPM) and Business Intelligence (BI) in both development and ongoing annual support of applications
• Founded in 2001• Experienced Management Team - involved in EPM
& BI since the mid 80’s• Strong accounting and commercial management
backgrounds as well as technical • 30+ Consultants sourced globally certified in their
field
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Our credentials
• J&M are an Oracle Platinum Partner with specialisations in HFM, Essbase, Planning and OBIEE/OBIA
• J&M are Microsoft Gold Certified in the BI and Data management solutions competencies
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About Todays Speaker
Presenter: Richard Philipson
Organisation: James & MonroeBlog: http://hyperionnz.blogspot.com
Position: Practice Manager New Zealand
Bio: As Solution Architect with James & Monroe, I have worked for over 11 years with the Hyperion product range. My areas of expertise cover almost the entire Hyperion product range (Financial Consolidation, Budgeting & Forecasting, and Business Intelligence), I have also taught for Oracle University. My industry experience allows me to provide a unique perspective for systems architecture, design, and implementation.
Qualifications: Certified Oracle Hyperion Financial ManagementCertified Oracle Hyperion EssbaseCertified Oracle Hyperion PlanningOracle University Accredited Instructor
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Hyperion @ 42 Below
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APPENDIX- ODTUG
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