25 bi business intelligence & ad-hoc reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor 1

Business Intelligence & Ad-Hoc Reporting

ORACLE FUSION HCM IMPLEMENTATION

PARTNER WORKSHOP

Oracle Fusion Human Capital Management


The following is intended to outline our general product direction. It is intended

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


The information in this presentation is correct as of the presentation date.

However, Oracle Fusion HCM continues to evolve and software patches are

applied frequently; therefore this information is subject to change.

Check with your Oracle Representative for updates. This content is not

warranted to be error-free.

Content Subject to Change


Objectives

Overview on OBIA, OTBI ,OBIEE as a tool.

Overview on Fusion Dashboards.

General Security Aspects :-

OTBI | OBIEE | BI Publisher

Overview on BI Publisher.

Reporting elements within BI Publisher.

Briefing Books | Data Sources | Data Models | Reporting Agents

Detailed Product Demonstrations.


Fusion Reporting Tools –

OBIA , OTBI, OBIEE


Fusion Reporting Tools – OTBI, OBIA, OBIEE

OBIEE (Oracle Business Intelligence Enterprise Edition)

Scalable & efficient query and analysis server.

Ad hoc query and analysis tool.

Helps create & manage interactive dashboards.

Can be used to create & manage proactive intelligence alerts.

Oracle BI answers – enables users to create and maintain the required analyses.

OTBI (Oracle Transactional Business Intelligence) *

Built using OBIEE and is based on Fusion data structures.

Helps users run seeded sample reports and can be used to create their own reporting solutions using OBIEE and BI

composer.

**Note Before

* Accesses the Fusion Transactional tables to provide the required outputs.



OBIA (Oracle Business Intelligence Applications) ***

Is a complete pre-built solution that delivers role base

intelligence.

Excellent tool for data warehousing as it can analyze history

and tends for the transactional data.

How it works

1. OBIA supplies the data warehouse with schema and

the logic.

2. This schema then extracts the data from the Fusion

application transactional tables.

3. Data is then loaded to the data warehouse for analysis

purposes.

**Note Before

*** 1. Can be used as for data warehousing.

2. Requires an additional license.

3. Not available for Cloud customers.


OTBI, OBIEE & OBIA - Architecture

Fusion Application Transactional Database

BI View Objects

Bi Publisher & Data

Models

Pre-Packaged OTBI & BI Publisher Reports

Ad-hoc queries in BI composer & BI Answers tool (OBIEE)

OTBI

EBS, PSFT, JDE,

SIEBEL, OTHERS

OBIA Data Warehouse

ETL BI View Objects

OBIA

Prepackaged OBIA Reports &

Dashboards

BI Presentation Layer

Offered Out Of the Box

Requires an additional license


Presentation Folders are organized by the subject areas/functional area to which they correspond.

OTBI & OBIA share the same presentation catalog, but they have been separated by different naming

conventions.

OTBI subject areas end with “Real Time”

OBIA subject areas begin with “Human Resources”



BI Catalog Folders

Subject Area

Dimension – Presentation Folder

Dimension Attributes

Fact Folder

Fact Measures

**Note Before

1. Dimensions & facts can exist in the same folder.

2.Dimensions are marked blue

3.Facts are marked yellow.

Launch BI Answers (OBIEE)

Launch BI

Composer

BI Composer Section



Fusion Dashboards


What is a Dashboard:-

Dashboards provide a personalized view of corporate and external

information.

Contains one or more pages and appears as a tab.

When a user accesses the dashboard, the content for the

dashboard appears in one or more dashboard pages. These pages

are identified by tabs across the top of the dashboard.

There is a toolbar present at the top right hand side of the page

which allows the user to :-

Edit the dashboard.

Display’s various options for working with a “Dashboard page” such as

printing the current page etc.

Fusion Dashboards - Overview

**Note Before

Editing the dashboard requires specific BI Admin privileges to

be granted to the user role.

Release 7 customers on the cloud should note that they would

have to contact Oracle support to request for the BI

administrator’s role.

However, In future releases (Release 8) onwards, a new duty

role will be included in the role security options.


Dashboard Builder :-

Enables you to add dashboard pages to a dashboard and edit them. Using the builder, users can control the layout of the

dashboard pages.

Objects which can be added to a dashboard page include :

Objects such as sections, action links and related embedded content which is displayed on the frame of the dashboard.

Catalog objects which someone has saved to the BI presentation catalog folder.

Dashboard analysis can be showed in various views such as table, chart and graphs respectively.

Users can examine and analyze results, save them, print or export them to a spreadsheet as required.

Fusion Dashboards - Overview


General Security Aspects -

OTBI & OBIEE


OTBI Security

Fusion BI refers only to the application roles assigned to the user.

Subject area functions are secured using duty roles. *

The duty roles which grant the access to subject areas will be prefixed

with the subject area followed by the duty role assigned. For e.g.

Workforce Transaction Analysis Duty.

Fusion application duty roles are implemented using fusion middleware

as application roles.

All fusion security privileges are maintained as entitlements in the APM

module.

BI Catalog folders are also secured using the fusion duty roles.**

General Security Aspects – OTBI Important Points

Data Roles

Job Roles

Application Roles

**Note Before

* Analyses will not work if users don’t have proper access to the

required subject areas.

** The duty roles that provide access to the subject areas will also

grant access to relevant associated catalog folders.


Predefined Duty Role Access Provisions

Benefit Manager Can access all benefits subject areas.

Compensation

Analyst

Can access all compensation related

subject areas.

Compensation

Manager

Can access all compensation related

subject areas.

HR Analyst Has access to goals, workforce

management, workforce performance,

workforce profiles & talent review subject

areas.

Line Manager Has access to all workforce management

subject areas.

Payroll Manager Can access all payroll related subject

areas.

General Security Aspects – OTBI Important Points

Below mentioned pre-defined HCM roles

can access the following OTBI subject

areas.

Predefined Duty Role Access Provisions

Benefit Manager Can access all OTBI benefits catalog

folders.

Compensation

Analyst

Can access all OTBI compensation

catalog folders.

Compensation

Manager

Can access all OTBI compensation

catalog folders

HR Analyst Can access BIP goals, BIP performance,

BIP profiles, OTBI career & OTBI

workforce management catalog folders.

Line Manager Can access BIP compensation, BIP

workforce management, OTBI workforce

management & most OBIA folders also.

Payroll Manager Can access OTBI & OBIA payroll folders.

Below mentioned pre-defined HCM roles

can access the OTBI catalog folders.


OBIEE Security

BI roles apply to both BI Publisher and OTBI.

These roles can grant access to most functions within the

OBIEE segment. E.g. ability to run a report or the ability to

author reports.

BI roles include the following :-

BI consumer – enables users only to run reports.

BI author – enables users to create and edit reports.

BI Admin ** – enables users to perform admin related

tasks such as creating & editing dashboards, modifying

security permissions on reports, folders etc.

General Security Aspects – OBIEE Important Points

**Note Before

** The BI Administrator role is a super user role. Cloud

customer’s can add users to this pre-defined user role as

none of the pre-defined roles have the BI admin access

assigned by default.

** Users should always have a combination of the duty roles

assigned to a particular user. This depends on user’s access

privileges.


Demo # 1 – Create & Manage Reports

Create an analysis using OBIEE.

Create an analysis report.

Create a KPI.

Create a KPI watch list. **

Create a simple dashboard by adding the KPI watch list created.

Create an analysis report using BI Composer.

Create an extension by adding flexfeilds.

Create & add data to a flexfeild.

Import flexfeild data into OTBI.

Locate the flexfeild data in OTBI.

Create a cross reference analysis & a date effective report.

**Note Before

** A KPI watch list is a collection of one or many KPI put together.


Fusion Reporting Tool -

BI Publisher


Fusion Reporting Tool – BI Publisher

Oracle BI Publisher **

Is an enterprise reporting solution.

Capable of authoring, managing and delivering reports from

multiple data sources in multiple formats.

Create Interactive management reports, high formatted customer

facing documents, create & manage government forms, create &

manage EFT documents.

BI Publisher separates the data model, layout and translations

which means that these BI reports can be : -

Generated and consumed in many output formats such as PDF,

XLS etc.

Scheduled for delivery to specific people or groups via emails etc.

Printed in different languages by adding translations files.

**Note Before

** Can be used as an alternative reporting solution to OTBI

BI Catalog > Create > Published Reporting > Report.


BI Publisher – Process Flow


General Security Aspects -

BI Publisher


BI Publisher Security

Individual BI publisher reports are secured using secured function

privileges that are granted over and above the duty roles in the

application.

These function privileges can also be implemented as individual

roles by establishing a parent child relationship.

(which means the duty role can be the parent application role

where as the function privilege is the child application role.)

Users can distinguish between application roles and roles

that implement privilege just by looking at them :-

Application roles that implement duties will have name endings

with _DUTY_OBI.

Application roles that implement privileges will have name ending

with _PRIV_OBI

General Security Aspects – BI Publisher

These privileges are mapped to a duty role.

The report is governed by security privileges to run the

report.

Has a report.

A report folder.

**Note Before

These duty roles are not the same as those that provide access to

OTBI subject areas and folders.

BI Publisher access should be limited only to a certain set of users

as the tool accesses transactional tables. There can be a scenario

where sensitive data can be compromised.


Report Elements Under

BI Publisher

Data Sources & Data Models


Data Sources :-

BI Publisher supports a variety of data source types for creating a data

set. These data sources can be categorized into 3 categories for

better understanding : -

Category # 1 – Retrieve Metadata Information

Users can use the following functions available within the BI Publisher

to retrieve metadata information.

i. SQL Query : BIP has a robust query builder which allows users

to build your query graphically.

ii. MS Excel : Can be used to use data tables which reside in an

excel spreadsheet. This spreadsheet can either be stored in a

file directory as a data source by the administrator or users have

the functionality to upload it directly from the local source to the

data model.

iii. LDAP Query : Can be used to issue a query to retrieve data

from an LDAP directory.

iv. OLAP Query : Can be used to create a multidimensional (MDX

query against an OLAP data.

Reporting Elements – BI Publisher

Category # 3 (Retrieve data generated & structured at

source)

Category # 2 (Retrieve column names & data type

information)

Category # 1 (Retrieve Meta Data Information)


Data Sources :-




Category # 2 – Retrieve Column Names & Data type information

Users can use this feature to only retrieve column names and data type

information. It cannot however process and structure the data

retrieved.

i. BI Analysis : If the BIP instance is integrated with the Oracle BI

Presentation services, then users can use the data from the BI

analysis to create the report.

ii. View Objects : If the BIP instance is integrated with the Oracle

Application Development Framework (ADF), then users can use

the associated view objects coupled with the Enterprise Java

Bean data source to build your report.

Users should note that only a subset of the model editor features are

enabled for this category. Hence you will not be able to join data sets

using the data modeler.



source)


information)



Data Sources :-




Category # 3 – Retrieves data generated & structured at source

Users can use this feature to only retrieve the data which has been

structured at source.

i. HTTP (XML Feed) : Users can use an RSS feed off the web that

returns an XML.

ii. Web Services : Supply a web service WSDL to the BIP

framework and then define the parameters to return the data for

your report.

Users should note that this category will only return the data with no

additional modifications.



source)


information)



Data Models :-

Is an object that contains a set of instructions for the BI Publisher to

retrieve & structure data.

Data Models has the following components :-

Data Set : It contains the logic to retrieve the data from a single data

source. For e.g. a database, an existing data file, a web service call

to another application, a URL to an external data provider etc.

Event Triggers : Event triggers consist of a call to execute a set of

functions defined in the PL/SQL package stored in an Oracle

database.

Flexfeilds : Helps define flexfeilds to be used in the BI publisher

report.

List of Values : A menu which report designers can select

parameters whose values can be set at runtime for the report.

Bursting Definitions : Helps split data into blocks by generating

documents which can be delivered to one or more destinations.


View & run the report.

Construct a data model (with a data set, triggers etc)

Have a data source (such as an BI Analysis, SQL query, etc)

**Note Before

Data models reside in a separate folder within the BI catalog.

Flexfeilds created here are restricted to the BI Publisher report

created.

Bursting definitions can be used to split data & restrict users to

see their own data. This can be done with the help of filters.


Report Elements Under

BI Publisher

Briefing Books & Reporting Agents


Briefing Books:-

A briefing book is collection of static or updatable snapshots of the dashboard pages & analyses created.

Users can :-

Add dashboard content with or without analyses to new or existing briefing books.

Edit briefing books to re-order, delete, change content types etc.

Download the briefing books in PDF, MHTML formats for printing and viewing. *

Add & link briefing books to a dashboard page.

Use reporting agents to deliver briefing books via a schedule. **


**Note Before

* The PDF version of the briefing book contains an automatically

generated table of contents.

** Requires an additional license to the product, Oracle Business

Intelligence Answers.


Reporting Agents :-

A tool which can be used to automate certain business processes. Agents can be used to provide event driven alerts,

scheduled content publishing & even conditional based action execution.

A reporting agent can also be used to : -

Perform specific catalog analysis based on a schedule.

Help examine the results based on an analysis. If there are error’s identified, then the agent can be configured in such a

way whereby an alert can be delivered to specific recipients.

Use multiple agents configured in the application to perform complex analysis by invoking actions, JAVA

programs, applications. Results can be passed on between agents through XML or MHTML formats.

Use Case :-

An agent can be scheduled to identify all product orders over a specified amount which cannot be fulfilled in a given regional warehouse.

This result can be passed onto another agent, which runs an analysis to locate alternative sources for these products.

A final agent can be scheduled to notify the respective recipients about the alternative sources identified above.



Demo # 2 – BI Publisher, Data Models, Manage Dashboard Content , Briefing Books & Report Agents

Create a sample data model using BI Publisher Analysis.

Create a cross functional report using BI Publisher.

Create a sample data model using an SQL query.

Manage dashboard content.

Create a briefing book.

Create a reporting agent

25 bi business intelligence & ad-hoc reporting

Technology