Download - PTS BI Apps Workshop - Day1

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Oracle Business Intelligence ApplicationsTechnical Hands-on Workshop – Day 1

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Workshop Goals

The PTS Oracle Business Intelligence Applications Workshop provides a business and technical overview of the BI Applications platform as well as an understanding for the different offerings.

Participants will be familiarized with the procedures needed to properly install and configure the BI applications and gain substantial hands-on experience using BI Application components including Informatica, Data Warehouse Administration Console (DAC), Oracle BI Applications Warehouse (OBAW), OBI EE Dashboards and OBI EE Answers in a controlled lab environment

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Oracle BI Applications – Order Management Analytics Overview5:004:30Oracle Business Analytics Warehouse (OBAW) Overview4:303:30DAC Execution (Order Management) – Warehouse Load Lab5:303:00DAC (Order Management) Configuration Lab3:001:30Lunch1:0012:15DAC Overview12:1511:45Oracle BI Applications Installation and Configuration Lab (Viewlet)�11:4511:00Oracle BI Applications Overview11:0010:00Lab Environment Overview10:009:30Welcome, Overview, and Introductions and Environment Setup Lab9:309:00Breakfast 9:008:30Agenda ItemAgenda ItemAgenda ItemAgenda ItemEndEndEndEndStartStartStartStart

Agenda – Day 1

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Agenda – Day 2

Workshop Wrap up / Evaluations5:004:30

DAC Execution and Warehouse Load Confirmation Lab (Custom ETL) – SQL*Plus4:303:00

DAC Configuration Lab for Custom ETL3:001:30Informatica Lab – Custom ETL (Viewlet)�1:3012:30Lunch12:3012:00OBAW Customization Overview12:0011:30Informatica Overview Lab (Viewlet)�11:3010:30Warehouse Load Confirmation Lab – BI EE10:309:30DAC Execution Review9:309:00Breakfast / Questions & Answers (Review Day 1)�9:008:30Agenda ItemAgenda ItemAgenda ItemAgenda ItemEndEndEndEndStartStartStartStart

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Workshop Site Information

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Instructor and Workshop Participants

• Who are you?• Name

• Company

• Role

• What is your prior experience?• Business Intelligence

• Data Warehouse Design

• Database Design and Administration

• How do you expect to benefit from this course?

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We drive customer success by ensuring our partners:

1) Are aware of our product positioning and roadmaps,

2) Have adopted best practices and technical skills for

successful delivery of our products,

3) Can effectively scale the delivery of our products through

repeatable integrated solutions, centers of excellence, and

cost effective POCs.

Oracle Platform Technology SolutionsBI and EPM Team Mission

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Programmatic Investment for Partnership Success

• Webinars

• Hands-on Workshops

• Center’s of Excellence

OBI EE+ Enablement

• Baseline Platform Reference – e.g. Integration, LOB, etc.

• Industry specific exploitations of platform

Solutions• POC Sandbox

• OBI EE+ Demonstration

• Early Adoption Engagements to Insure Success

BI Factory

• Architecture

• Design

• Build �� to self sufficiency

Consulting Services

IncrementalIncremental

SuccessfulSuccessful

RepeatableRepeatable

OBI EE+OBI EE+

EngagementsEngagements

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PTS OBI Workshops Available / PlannedSI Partner Technical Training

2 Days

2.5 Days

2 Days

1.5 Days

DURATION

AVAILABLEArchitecture, Hands-on Labs,

Solution PuzzlersOBI EE+ Advanced

AVAILABLEBI Applications, Architecture, ETL,

Metadata Mappings, Deployment Best Practices

OBI Applications

AVAILABLEAdvanced Essbase Technical

WorkshopEssbase Advanced

OBI EE+ & Essbase

WORKSHOP NAME

AVAILABLEIntroductory Hands-On Technical

Workshop

STATUSDESCRIPTION

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Presentation & Lab Exercise:Lab Environment

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Setting up Lab Environment

• Pre-requisites• 2 GB Memory

• 22 GB Free HDD space

• VMware installed (Player, Server or Workstation) �

• Lab 0.1 Lab Environment and Installations – Main Steps• Copy Virtual Machine (VM) files to hard drive:

– BIApps_Student_VM.part01.exe

– BIApps_Student_VM.part02.rar



• Uncompress VM: run BIApps_Student_VM.part01.exe

• Open VM in VMware Player, Server or Workstation

• Login to VM: oracle/oracle

• Duration: 1.5 Hours

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Lab Environment Features

• The Base OS is Oracle Enterprise Linux 4 running inside a VMware Virtual Machine

• Contains:• Oracle 10g Database Release 2 Enterprise Edition

• Oracle BI EE 10.1.3.3.3

• Oracle BI Applications 7.9.5

• Informatica PowerCenter 8.1.1 SP4

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Lab Environment Features

• All services except for the 10g Database require manual start and stopping.

• This is to minimize strain on the virtual memory allocation vice the actual physical memory of the Host OS

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Oracle 10g Release 2 Enterprise Edition

• Lives at:

/home/oracle/oracle/product/10.2.0/db_1/bin

• Useful tools• DB Console (Oracle Enterprise Manager in a Web Browser) �

• The ever reliable SQL*Plus

• The Database contains• An Oracle E-Business Suite 11.5.10 subset Schema

• The OBAW – Oracle BI Applications Data Warehouse

• The DAC Repository Metadata Schema

• The Informatica Repository Metadata Schema

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Oracle BI EE 10.1.3.3.3 and Oracle BI Applications 7.9.5

• BI EE Lives at:• /biapps/OracleBI and /biapps/OracleBIData

• BI Applications Live at:• /biapps/OracleBI/DAC

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Informatica PowerCenter 8.1.1 SP4

• Lives at:• /biapps/Informatica

• In this version of Informatica PowerCenter the Repository Server and Informatica Server have been integrated into a single Informatica Service that runs two subordinate services:• Informatica Repository Service: This component manages the

access and update to the Repository content

• Informatica Integration Service: This component coordinates theexecution of workflows and related programmatic components

• The Administration Console runs under Tomcat and lives at: /biapps/Informatica/PowerCenter8.1.1/server/tomcat/bin

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What is not on the VM

• Oracle BI Applications DAC Client (in an official supported capacity – it is there but it works “unofficially”)�

• Informatica Client Tools

• Oracle BI EE Administration Tool

• All of the products listed above are Windows only at the moment and unfortunately we are prevented from distributing a Windows VMware Image.

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Presentation:Oracle BI Applications Overview

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“Through 2009 there will be a swing toward buying pre-packaged analytic applications… (0.7 probability)”

What Gartner is Saying

Source: “Business Intelligence Scenario: Pervasive BI,” Gartner Symposium ITxpo 2006

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Oracle is the Worldwide Leader

#1 in BI/Analytic Applications

- IDC

“One of the most comprehensive and innovative BI platforms…”

- Gartner

#1 in DW Tools

- IDC

Oracle BI EE Suite

Oracle BI Applications

Oracle Data Warehousing

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BI Approaches: Tools

Oracle BI Platform(custom metadata) �

Tools & Build Approach

Siebel

SAP

Other Sources

Custom

ETL

Custom Built DW

Oracle

No prebuilt content

These steps These steps

require different require different

types of BI and types of BI and

DW technologyDW technology

License an *ETL tool to move data from operational systemsLicense an *ETL tool to move data from operational systemsto this DWto this DW

License interactive user access toolsLicense interactive user access tools

License / create information delivery toolsLicense / create information delivery tools

These steps These steps

typically take a long typically take a long

time to perfect as time to perfect as knowledge of best knowledge of best

practices is learnedpractices is learned

Research analytic needs of each user communityResearch analytic needs of each user community

Set up user security & visibility rulesSet up user security & visibility rules

Perform QA & performance testingPerform QA & performance testing

Manage onManage on--going changes/upgradesgoing changes/upgrades

These steps These steps require significant require significant

resources with resources with specialized skills / specialized skills /

expertiseexpertise

Develop detailed understanding of operational data sourcesDevelop detailed understanding of operational data sources

Build ETL programs for every data sourceBuild ETL programs for every data source

Build analytics for each audienceBuild analytics for each audience

Design a data warehouse by subject areaDesign a data warehouse by subject area

ETL= Execute, Transfer and Load Data

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BI Approaches: Tools vs Applications

Prebuilt BI Content

Oracle BI Platformw/ Prebuilt Metadata

Prebuilt BI Applications Approach

Siebel

SAP

Other Sources

Prebuilt

ETL

Prebuilt DW

Oracle

Oracle BI Platform(custom metadata) �

Tools & Build Approach

Siebel

SAP

Other Sources

Custom

ETL

Custom Built DW

Oracle

No prebuilt content

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PackagedPackagedETL MapsETL Maps

UniversalUniversalAdaptersAdapters

IVR, ACD, CTIIVR, ACD, CTIHyperionHyperionMS ExcelMS Excel

Other Data SourcesOther Data Sources

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices


SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

Oracle BI ApplicationsMulti-source Analytic Apps Built on BI Suite EE

Oracle BI Apps built on

Oracle BI EE Suite• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports

• Common Enterprise Information Model

• Based on industry and analytic best practices

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Oracle BI ApplicationsMulti-Source Analytics with Single Architecture

Travel& Trans

AutoComms& Media

ComplexMfg

ConsumerSector

EnergyFinancialServices

HighTech

Insurance& Health

LifeSciences

Public Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition Plus

Prebuilt adapters:

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& Product

Profitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

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Pre-Built, Pre-Mapped, Pre-Packaged InsightsExample: Financial Analytics

Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting on Financial Analytics

Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives & other Business Users.

1

2

3

4Pre-built ETL to extract data from hundreds of operational tables and load it into the DW, sourced from Oracle EBS, PeopleSoft Enterprise, SAP R/3, and other sources.

A “best practice” library of over 360 pre-built metrics, Intelligent Dashboards, 200+ Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

• Presentation Layer

• Logical Business Model

• Physical Sources

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Build from Scratchwith Traditional BI Tools


Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Quarters or Years

Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Speeds Time To Value and Lowers TCOOracle BI Applications

�Faster deployment�Lower TCO�Assured business value

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Rapid DeploymentsOracle BI Applications

3½ months

6 weeks

12 weeks

100 days

9 weeks

10 weeks

3 months

6 weeks

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Oracle BI Apps 7.9.x7.9.5 Now Available*

• Unified multi-source data model

• Enhanced user experience

• Data Warehouse Administration Console

• Expanded deployment options• Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x and 8.1*

• Support for Oracle EBS 11i8, 11i9, 11i10 and R12

• Support for PSFT 8.4 (Financials only), 8.8, 8.9* and 9.0*

• Support DB2 V8 on z/OS as both source and target database

• Support Teradata V2R6 as target database

• Support for Informatica 8.1*

• Enhanced security options• PeopleSoft data security (enhanced)�

• Oracle EBS data security (enhanced)�

• Full localization• Translation to 28 languages

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Oracle BI Apps Roadmap

Oracle BI Apps forFusion Applications

�Unified enterprise data model

�Enhanced DAC

�Leverages OBI EE 10gR3

�Translation to 15 languages


7.9 ��

�Certify SEBL 8.0 adapter


7.9.1 ��

�Profitability Analytics for OFSA


7.9.2 ��


7.9.5

�Certify PSFT 8.9&9.0 / SEBL 8.1

� Informatica 8.1 support

�Certify Oracle EBS R12


7.9.4


7.9.3

�Certify PSFT Financials 8.4 / 8.8 and PSFT HR 8.8

�FSPA Enhancements

��


11gR2

�Next Generation BI Apps

�Certify Additional Adapters

�New Application Content

��

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

�New Application Content


7.9.x

��

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Statement of Direction (1 of 2)�

• Enhance Adapter Matrix

• Oracle EBS CRM v11i10 and R12– Sales and Service

• Enhance SAP Adapter

• Enhance Content matrix• HR Enhancements – Benefits, Recruitment, Absenteeism,

Training

• Federal Financial Analytics

• Project Analytics – Accounting Only

• Fixed Asset Analytics

• Spend Analytics Enhancements


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Statement of Direction (2 of 2)�

• Build New/Extended Content

• Pricing Analytics

• Scheduling and Dispatch Analytics

• Marketing Loyalty Analytics

• Project Analytics – Resourcing

• Upgrade ETL Infrastructure

• Support for Oracle Data Integrator


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Oracle BI ApplicationsETL Adapter Support Summary

PSFT 9.0

PSFT 8.9

Siebel 8.1

Operational Application (e.g. PeopleSoft HR) �

HumanResources

Universal

Not Applicable

Siebel 8.0

Siebel 7.8

Siebel 7.7

Siebel 7.5

Siebel 6.3

**

OrderManagement

**

Procurement& Spend

EBS 12

**

Supply Chain

**SAP 4.6c

PSFT 8.4

PSFT 8.8

EBS 11.5.8

EBS 11.5.9

EBS 11.5.10

FinancialsCRM

Not Supported

Supported


Currently shipping OBIA 7.9.5

** SAP 4.6c supported in OBIA 7.8.4

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Oracle BI Applications for Oracle eBusiness Suite

Oracle Discrete Manufacturing

Oracle Purchasing/ProcurementOracle iProcurementOracle Financials (Payables) �

Inventory Analytics

Procurement and Spend AnalyticsSupplier Performance Analytics

Oracle Order ManagementOracle Financials (for Revenue) �

Oracle Order ManagementOracle Discrete Manufacturing (for Inventory) �Oracle Financials (for Receivables and Revenue)�

Order Management Analytics

Order Fulfillment Analytics Option

Oracle EBS moduleOracle BI Application

Certified for 11i8, 11i9, 11i10, R12

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Oracle BI Applications for Oracle eBusiness Suite

Oracle Human Resources

Oracle Payroll

Human Resources Operations & Compliance Analytics

Human Resources Compensation Analytics

Oracle Financials(GL, Payables, Receivables)�

General Ledger & Profitability AnalyticsPayables AnalyticsReceivables Analytics

Oracle EBS moduleOracle BI Application

Certified for 11i8, 11i9, 11i10, R12

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Oracle BI Applications for Oracle Financial Services Applications (OFSA)

Oracle Financial Services Applications

Financial Services Profitability Analytics

Oracle productOracle BI Application

Certified for 4.5

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Oracle BI Applications for PeopleSoft Enterprise

Human Resources

PayrolleCompensation

Human Resources Operations & Compliance Analytics

Human Resources Compensation Analytics

Financials (GL, Payables, Receivables)�

General Ledger & Profitability AnalyticsPayables AnalyticsReceivables Analytics

PeopleSoft Enterprise module

Oracle BI Application

Certified for 8.4 (Financials only), 8.8

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Oracle BI Applications for SAP R/3 Applications

Sales & Distribution (SD) Financial Accounting (FI) (for Revenue) �

Materials Management (MM) (for Inventory) �Financial Accounting (FI) (for Revenue) �


Order Fulfillment Analytics Option

SAP R/3 moduleOracle BI Application

Certified for 4.6c*

* Support for version 4.6c is with the Oracle BI Applications version 7.8.4

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Oracle BI Applications for SAP R/3 Applications

Financial Accounting (FI)�General Ledger & Profitability AnalyticsPayables AnalyticsReceivables Analytics

Materials Management (MM)�

Materials Management (MM)�Financial Accounting (FI)�

Inventory Analytics

Procurement and Spend AnalyticsSupplier Performance Analytics

SAP R/3 moduleOracle BI Application

Certified for 4.6c*

* Support for version 4.6c is with the Oracle BI Applications version 7.8.4

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Oracle BI Applications for Siebel CRM Applications

Siebel Partner Relationship ManagementPartner Analytics

Siebel Customer Order Management (C/OM)�


Siebel Call Center, Siebel Service, Siebel Field Service

Service Analytics

Siebel SalesSales Analytics

Usage Accelerator Analytics Option

Siebel Enterprise Marketing

Siebel Marketing Resource Management

Marketing Analytics

Marketing Planning Analytics Option

Siebel CRM Horizontal AppOracle BI Application

Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x

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Oracle BI Applications for Siebel CRM Applications

Siebel Consumer GoodsConsumer Packaged Goods Sales Analytics

Siebel FINSFinancial Institution Analytics

Financial Retail Analytics

Siebel Life Sciences -Pharmaceuticals

Pharma Sales Analytics

Pharma Marketing Analytics

Siebel Public SectorCase Management Analytics

Case Investigations Analytics Option

Benefits Management Analytics Option

Siebel CRM Vertical AppOracle BI Application

Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x

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Oracle BI Applications with Universal Adapters

All BI Applications now have Universal Adapter support, including CRM, which was previously unsupported

Oracle BI Application

42

Architecture

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� Role Based Dashboards

� Analytic Workflow

� Guided Navigation

� Security / Visibility

� Alerts & Proactive Delivery

� Logical to Physical Abstraction Layer

� Calculations and Metrics Definition

� Visibility & Personalization

� Dynamic SQL Generation

� Highly Parallel

� Multistage and Customizable

� Deployment Modularity

� Abstracted Data Model

� Conformed Dimensions

� Heterogeneous Database support

� Database specific indexing

Oracle BI Applications ArchitectureA

dm

inis

trati

on

Meta

data

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

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

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General Packaging & Integration Points

• Analytic applications support multiple source systems and data types

• Oracle

• PeopleSoft

• Siebel

• SAP

• Out of the box Business Adapters that support for Oracle, PeopleSoft, Siebel, and SAP applications

• Universal Adapters to support other source systems

• JD Edwards

• Legacy

• IVR, CTI, ACD

Ad

min

istr

ati

on

Meta

data


Services

Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C



Other

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Example of ETL AdapterBusiness Component for Oracle EBS Purchase Order Lines Fact

• Reusable and part of extract mapping

• Isolates customers from dealing with source system complexity

Oracle EBS PO Source Oracle EBS PO Source

Tables Tables Source Source

QualifierQualifierExpression Expression

TransformationTransformation

MappletMapplet output to output to

Extract MappingExtract Mapping

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ETL OverviewA

dm

inis

trati

on

Meta

data


Services

Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C



Other

• Three approaches to accessing / loading source data

• Batch ETL (Full or Incremental)�

• Micro ETL or Trickle Feed ETL

• 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

ETL

Load Process

Staging Area

Extraction Process

DA

C

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Data Extraction and Load Process

Source Dependent Extract (SDE) �

� 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

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Layer

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

OracleOracleBusiness Analytics Business Analytics Warehouse (OBAW)Warehouse (OBAW) ��

48

Example of ETL Adapter…Contd.Source Dependent Extract (SDE) mappings for Purchase Order Lines Fact

• Allows to keep all source specific logic in the extract layer

• Allows to keep data extracts separate from data loads

Flat File Source (for PO Flat File Source (for PO

fact)fact) ��Source Source

QualifierQualifierExpression Expression

TransformationTransformationUniversal Staging Universal Staging

TableTable

Universal Source

Business Component Business Component

MappletMapplet (for PO Fact)(for PO Fact) ��Source AdapterSource Adapter

MappletMappletExpression Expression

TransformationTransformationUniversal Staging Universal Staging

TableTable

Oracle EBS

49

Data Extraction and Load Process

Source Independent Layer (SIL) �

� Encapsulates warehouse load

logic

�Handles:

� Slowly changing dimensions

� Key lookup resolution /

surrogate key generation

� Insert/update strategic

� Currency conversion

� Data consolidation

�Uses Bulk Loaders on all db

platforms

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Layer

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

Business AnalyticsBusiness AnalyticsWarehouseWarehouse

50

Example of ETL Adapter…Contd.Source Independent Load (SIL) mapping for Purchase Order Lines Fact

Universal Staging Universal Staging

TableTableExpression Expression

TransformationTransformationW_PURCH_ORDER_FW_PURCH_ORDER_F

Data Warehouse TableData Warehouse TableSource Independent Source Independent

(SIL) (SIL) MappletMapplet

• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)

• Provides the ability to deliver new adapters quickly

• Helps customers to add new legacy sources easily with minimum efforts

51

Data Warehouse Administration Console (DAC)Strong Competitive Differentiator

• DAC is a metadata driven administration and deployment tool for ETL and data warehouse objects

• For warehouse developers and ETL Administrator

• 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

52

Physical Data Model OverviewA

dm

inis

trati

on

Meta

data


Services

Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data ETL

Load Process

Staging Area

Extraction Process

DA

C



Other


• Integrated enterprise-wide data warehouse built with conformed dimensions

• Allows modular deployment

• Lowest grain of Information

• Prebuilt Aggregates to support navigation from Summary to details

• Tracks historical changes

• Implemented and optimized for Oracle, SQL Server, IBM UDB/390, Teradata

53

Oracle BI Apps: Selected Key EntitiesUnified multi-source data model

Conformed Dimensions� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Employee Position

Hierarchy� Users

Conformed Dimensions� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Employee Position

Hierarchy� Users

Sales� Opportunities� Quotes� Pipeline

Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs

Marketing� Campaigns� Responses� Marketing Costs

Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions

Finance� Receivables � Payables � General Ledger� COGS

Sales� Opportunities� Quotes� Pipeline

Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs

Marketing� Campaigns� Responses� Marketing Costs

Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions

Finance� Receivables � Payables � General Ledger� COGS

Call Center� ACD Events� Rep Activities� Contact-Rep Snapshot� Targets and Benchmark� IVR Navigation History

Service� Service Requests� Activities� Agreements

Workforce� Compensation� Employee Profile� Employee Events

Pharma� Prescriptions� Syndicated Market Data

Financials� Financial Assets� Insurance Claims

Public Sector� Benefits� Cases� Incidents� Leads

Call Center� ACD Events� Rep Activities� Contact-Rep Snapshot� Targets and Benchmark� IVR Navigation History

Service� Service Requests� Activities� Agreements

Workforce� Compensation� Employee Profile� Employee Events

Pharma� Prescriptions� Syndicated Market Data

Financials� Financial Assets� Insurance Claims

Public Sector� Benefits� Cases� Incidents� Leads

Modular DW Data Model includes:

~350 Fact Tables

~550 Dimension Tables

~5,200 prebuilt Metrics

(2,500+ are derived metrics)�

~15,000 Data Elements

Modular DW Data Model includes:

~350 Fact Tables

~550 Dimension Tables

~5,200 prebuilt Metrics

(2,500+ are derived metrics)�

~15,000 Data Elements

54

Server Repository OverviewA

dm

inis

trati

on

Meta

data


Services

Dashboards by Role


Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C



Other

• Multi-layered Abstraction

• Prebuilt Metrics/Dimensions

• Prebuilt hierarchy drills and cross dimensional drills

• Prebuilt Aggregate navigation

• Multi-pass complex calculated Metrics / KPIs

• Federation of queries

• Visibility & Personalization

• Prebuilt Security inherited from Oracle EBS, PeopleSoft, Siebel CRM

Metrics / KPIs


Physical Map

Oracle BI Server

55

OBI EE Plus Vs OBI Applications

Oracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications –Prebuilt Metadata

56

OBI Applications – Prebuilt MetadataInventory Compound Metrics: Inventory Turns Example

57

OBI Applications – Prebuilt MetadataDimensions

58

OBI Applications – Prebuilt MetadataHierarchies – Plant Location Example

59

Web Catalog Overview

• Role based dashboards

• Prebuilt Reports/Dashboards

• Guided Navigation

• Conditional navigational links

• Analytic Workflows

• Alerts

• Highlighting

• Action Links to Oracle EBS, PeopleSoft, Siebel CRM

Ad

min

istr

ati

on

Meta

data

Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C



Other


Services

Dashboards by Role


60

Example of Role Based DashboardOrder Management Overview Dashboard

DashboardPages

Roles

Performance Measures

Reports based on Multiple Sources

FlexibleView Selectors

Prebuilt Reports

Conditional NavigationHighlighting

Guided Navigation

61

More than just Dashboards & Reports

• Guided Navigation• Enables users to quickly navigate a standard path of

analytical discovery specific to their function and role

• Enhances usability and lowers learning curve for new users

• Conditional Navigation• Appears only when conditions are met and alerts users to

potential out of ordinary conditions that require attention

• Guides users to next logical step of analytical discovery

62

Example of Inventory Analytics Workflow

Business Objectives /

Issues

GainInsights

Take Action

Identify top 5 plants withhighest inventory and cut back production

What are the Plants holding these inventories

What is the Sales Trend for these products

What are the Top 10 Products by

Inventory Value?

Is Inventory Balancestrending up?

Is Inventory Turns on target?

Reduce Inventory

Drill toSales Backlogs/

Bookings

Is Cost of Goods sold increasing

Is Sales declining?

Is Days of Supply on target?

• Business Function:Inventory

• Role:Inventory Manger

• Objectives:• 1) Reduce Inventory

• 2) Increase working capital

63

Analytic Workflows – Inventory Analytics


Issues

GainInsights

Take ActionTarget Efforts to reduce

the inventory

Is Inventory Balancestrending up?

Is Inventory Turns on target??

Reduce Inventory

Drill to

Deta

il

What are Top 10 Products By Inventory Value?

What is the Sales Trend for these products

Drill to Inventory Location Details

64

Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational

• Action Links• Seamless navigation from analytical information to transactional

detail while maintaining context within Oracle EBS, Siebel CRM, and PeopleSoft Enterprise

65

Deployment Options

• Standalone Dashboards

• Portal integration via JSR-168/WSRP

• Embedded Directly in Oracle EBS

70

Oracle BI Applications Process Flow

72


Lab Exercise:Installation and Configuration (Viewlet)�

73

Installation and Configuration (Viewlet)�

• Lab 1.1 Installation and Configuration – Main Steps

• Run installation and configuration viewlet:– Open Labs folder– Run install_config_viewlet_viewlet_swf.html file

• Simulates installation of Oracle BI Applications

• Includes Informatica

• Simulates typical configuration steps

• Duration: 45 minutes

For more information on installing and configuring Oracle BI Applications,refer to the Oracle BI Applications Installation and Configuration Guide

located on the DVD in the BI_Apps_795_Docs folder

75


Presentation & Lab Exercise:Data Warehouse Administration Console (DAC) Overview

76

Data Warehouse Administration Console (DAC)Overview

• DAC complements the Informatica ETL platform• Subject areas and execution plans

• Load balancing / parallel loading

• Ability to restart at any point of failure

• Phase-based analysis tools for isolating ETL bottlenecks

• Three parts to DAC• DAC client - interface for management

and configuration, administration and monitoring of data warehouse processes.

• DAC server – executes commands from the DAC client, manages data warehouse processes including loading of the ETL and scheduling execution plans.

• DAC Repository - Stores the metadata (semantics of the Oracle Business Analytics Warehouse) that represents the data warehouseprocesses.

77

ETL Process Flow

1. Administrator initiates ETL in DAC client

2. DAC server issues ETL tasks• Informatica-related ETL tasks are issued against Informatica server

3. Informatica server accesses workflows in Informatica repository

4. Informatica server processes the workflows

5. Data is extracted from the transactional database(s) �

6. Data is transformed and then loaded in OBAW

78

DAC Objects

• Source system containers

• Hold repository objects that correspond to a specific source system.

• EBS, Peoplesoft, Siebel, SAP

• Execution plan

• A data transformation plan defined on subject areas and is comprised of the following: ordered tasks, indexes, tags, parameters, source system folders, and phases.

• Subject area

• A logical grouping of tables related to a particular subject or application context

• Task

• A unit of work for loading one or more tables. A task comprises the following: source and target tables, phase, execution type, truncate properties, and commands for full or incremental loads. When youassemble a subject area, the DAC automatically assigns tasks to it.

79

DAC Overview Lab

• Lab 1.2 DAC Overview – Main Steps

• Start services on VM

– Informatica repository and server

– DAC server and client

• Familiarize with DAC layout and features

• DO NOT close and shutdown at the end of the lab

• Duration: 30 minutes

For more information on DAC, refer to the Oracle BI ApplicationsData Warehouse Administration Console Guide


81


Lab Exercise:DAC Configuration for Order Management

82

DAC Configuration Lab

• Lab 1.3 DAC Configuration – Main Steps

• Configure DAC for the Order Management application

– Create new Source System Container

– Create Execution Plan

– Modify parameters

• Gotchas

– Ensure dates are correct

– Case sensitive, watch for misspellings

• Duration: 1.5 hours

For more information on DAC, refer to the Oracle BI ApplicationsData Warehouse Administration Console Guide


84


Lab Exercise:DAC Execution for Order Management – Extraction & Load

85

DAC Execution Lab

• Lab 1.4 DAC Execution (OM) – Main Steps• Run Execution Plan from previous lab

• Monitor progress

• Error procedure• Allow run to complete even if you see a failed task

• Check parameters in previous lab for incorrect dates and misspellings

• If dates were wrong or errors persist, truncate data warehouse tables and redo previous lab before re-running Execution Plan

– See step 2 in Post Workshop Lab: VM Image Reset and Environment Migration

• Duration: 2.5 hours

87


Presentation:Oracle Business Analytics Warehouse (OBAW) Overview

88

BI Application Data Model Features

• Dimensional Modeling – Model designed for Analytics and Reporting

• Maintain Aggregation – Store summary data for better performance

• Universal Data Warehouse and Staging

• Multiple Source – Data Source Num and Warehouse Code Standardization

• Transaction data stored in most granular fashion

• History Tracking – Slowly Changing Dimension support

89

BI Application Data Model Features

• Dimension Hierarchy tables – Flatten Tree Hierarchies from OLTP

• Enforce Conforming Dimension Tables

• Multiple Currency Support

• Multiple Calendar Support

• Implemented and optimized for Oracle, SQL Server, DB2, Teradata

90

Star Schema

• Is a denormalized format that is more effective for query processing

• Is populated by ETL processes

• Is composed of• One fact table

• A set of dimension tables

• The joins that relate the dimension tables to the fact table

91

Selected Star Schemas in OBAW

92

Fact Tables

• Are central tables in star schema

• Typically contain numeric measurements

• It has multiple joins to the dimension tables surrounding it

• Transaction data stored in most granular fashion

• Are identified with suffix _F

93

Dimension Tables

• A surrogate key (ROW_WID) for each dimension table is generated during the ETL process.

• ROW_WID is a numeric column, which is used to join to fact tables

• In some cases, the ROW_WID is shared between the dimension and dimension hierarchy tables

• In every dimension table, the ROW_WID value of zero is reserved for unspecified

• Are identified with the suffix _D

94

Aggregate Tables

• Detail level facts are summarized

• Can dramatically improve query performance

• Identified with the suffix _A

• Use Rolled-up Dimensions

• Dimensions created from base dimension tables

• Examples:

• W_GEO_D

Customer_ID

Sales_$

Store_ID

DayTime_ID

Base Fact Table

Customer_Category_ID

Sales_$

Region_ID

Month_ID

Aggregated Table

5 Million Rows

100,000 Rows

95

Aggregate Tables

• OBAW contains pre-built aggregate tables

96

Staging Tables

• Normally populate with the incremental data from transactional database

• Always truncate after each load

• Are loaded by the extract (SDE) process

• A single table may be populated by one or more SDE processes during a ETL run

• Are the source tables for load (SIL) process

• The staging table in BI Apps is independent of source data and closely resembles the structure of the data warehouse tables

• Universal adapters are available to load the staging tables

• Are identified with the suffix _DS, _FS, _DHS

97

Slowly Changing DimensionProblem Definition

• The attributes of a dimension may change overtime, but changes are not frequent. For example, the marital status of your employees or customers.

• Here are the industry standard ways to handle this problem: • Type 1: Overwrite the dimension record with the latest values,

therefore losing history

• Type 2: Create a new dimension record for the new values

• Type 3: Create a new field in the dimension table to hold both the current and the previous values

98

Slowly Changing Dimension Support

• Slowly changing dimension Type II can be enabled/disabled at a per dimension basis using the parameter $$TYPE2_FLG

• Every new record in the dimension will have the surrogate key generated in the data warehouse

• The fact table join to the specific dimension record that is effective at the time of the transaction

• Out of the box, certain dimensions are enabled for slowly changing

• Only a small set of columns are considered historically significant. Customization is required to add or remove columns

99

Conforming Dimensions

• A dimension is used to describe the measures in the fact table. A conformed dimension is a dimension that can be used to describe multiple facts table and the dimension has exactly the same meaning and context when being referred from different fact tablesFor example, a customer dimension may be used with the sales fact as well as with the service fact.

• Conforming dimensions is a way to enable drill across information

100

Conforming Dimensions

• Fact tables share the same dimension tables

• Conforming across CRM & ERP

• Conforming across Multiple Sources

• Ensure Cross Fact Analysis

DimensionDimension

Dimension

Fact

Fact Dimension

101

Conformed Dimensions

• Time Dimensions

• Customer Dimensions

• Product Dimensions

• Supplier Dimensions

• Internal Organization Dimensions

• Employee Dimensions

• Business Location Dimensions

• Accounts Dimensions• GL Account

• Cost Center

• Profit Center

102

Time Dimensions

• W_PERIOD_D, W_PERIOD_DH

• W_TIME_OF_DAY_D

• W_HOUR_OF_DAY_D

• W_FSCL_WEEK_D, W_FSCL_MONTH_D, W_FSCL_QTR_D, W_FSCL_YEAR_D

• W_DAY_D, W_MONTH_D, W_QTR_D, W_YEAR_D

PHYSICAL TABLES

• Marketing Period

• Not a conformed dimension today

• Period

• Store the hours of a day

• One record per hour• Time of the Day

• Store the time interval at the granularity of seconds

• Hour of the Day

• Store the fiscal calendar hierarchy information

• These dimension tables are mainly used in Financial subject area

• Aggregate facts against these tables

• Fiscal

• Store the date and Gregorian calendar hierarchy information

• Date

DESCRIPTIONDIMENSION

103

Account Dimensions

• W_COST_CENTER_D

• W_HIERARCHY_DH

• W_PROFIT_CENTER_D

• W_IERARCHY_DH

• W_GL_ACCOUNT_D

PHYSICAL TABLES

• Stores cost center information such as Number, Name and Hierarchy etc

• Cost Center

• Stores profit center information such as Number, Name and Hierarchy etc.

• Profit Center

• Stores information of all General Ledger accounts and account hierarchy such as GL Account Number, Name, Account Group etc.

• GL Account

DESCRIPTIONDIMENSION

104

Multiple Currency Support

• Data model stores multiple currencies in each fact• Document Currency - Actual Transaction Currency

• Local Currency - Local Country / Region Currency

• Global Currency - Corporate Reporting Currency

• Support for different exchange rate types through ETL configuration• Corporate

• User

• Global currency code and rate types are configured in DAC under the source system parameters tab

• Currency conversions are done as part of ETL

105

Multiple Calendar Support

• Supports Gregorian and Fiscal hierarchies out of the box

• Configuration to support multiple fiscal hierarchies depending on user profile• Requires Initialization block to read user profile

• Dynamically use the appropriate calendar table

• For Example, Siebel OnDemand implementation supports twelve fiscal calendars

106

Multi-Source Load

• INTEGRATION_ID: Stores the primary key or the unique identifier of the record from the OLTP• The transaction sources may use the same ID for identifying

different objects which may share the same target table

• DATASOURCE_NUM_ID: Source the data source from which the data is extracted. • All warehouse tables have the DATASOURCE_NUM_ID as part

of the unique user key

• OOTB, it is used in resolving the FK from fact to dimension

• The value is predefined in DAC for each physical data source

• However, it is possible to have multiple instances of the same OLTP source system. A different data source number can be assigned for each OLTP instance.

107

Incremental Extraction and Load

• A variety of strategies used to optimize incremental extracts and loads

• Overall Philosophy – Extract incrementally if possible, else load incrementally• Siebel Source

• Use a combination of a date window and rowid comparisons

• Oracle

• Use a date window and last update date for extraction

• Also use dates/record images to control updates on target

• SAP

• Use a date window and last update date for extraction

• Also use dates/record images to control updates on target

• Certain dimensions are fully extracted and but updates on target are controlled

• PeopleSoft

• Use a date window and last update dates for extraction wherever possible

108

OBAW Data Model Reference

Metalink3 > Knowledge Tab > Business Intelligence category > Data Model Reference > Oracle Business Analytics Warehouse Data Model Reference, Version 7.9.5 (Doc ID 578880.1)

https://metalink3.oracle.com/od/faces/secure/km/DocumentDisplay.jspx?id=578880.1

110


Presentation:Oracle BI Applications – Order Management Analytics Overview

111

Sales Process – Scenario for Selling Computers

Lead Oppty Order BookingUnsched

Backlog

There is a person

in the world who

wants to buy a

computer

There is a person

in the world who

wants to buy a

computer – THAT

my company

builds

That person calls

the company and

requests a

computer. An

order is placed as

shown below.

This is the Order

Date.

Company reviews

the order for

correctness and asks

the factory to

‘fulfill’ the order.

That moment is the

Book Date and the

order is considered

unscheduled

backlog.

The factory needs

to build/assemble/

find this computer.

$ 900Total Order Amount

10%Discount

$ 1,000 Total

$ 300 Monitor

$ 100 Speakers

$ 600 Computer

abc123Order #

$ 900 Order #abc123

$ 270 Monitor

$ 90 Speakers

$ 540 Computer

Unscheduled Backlog Amount

Unscheduled Backlog

$ 900 $ 1,000 Order #abc123

$ 270 $ 300 Monitor

$ 90 $ 100 Speakers

$ 540 $ 600 Computer

Booked Discounted Amount

Booked List Amount

Booking

112

Sales Process – Scenario Selling Computerscontinued…

Sched.

Item

Picked

Item

Invoice

Item

Account

Receiv.Cash

The factory

schedules the build

/assembly of the

computer to be

completed on a

specific date. This

date is the

Promised Date.

The factory

completes the

computer and it is

picked from the

warehouse and

shipped. This date

is the Pick Date.

An On-time pick is

one where Pick

Date = Promised

(Plan Pick) Date.*

The customer

receives the

computer and the

‘bill’ – or invoice

for the amount of

the computer. The

date the invoice is

sent to customer is

Invoice Date.

The company is now

awaiting payment

from the customer

for the computer

(receivable.) The #

days b/w the Invoice

Date and Payment

Date = Days Sales

Outstanding (DSO)�

The company

receives payment

for the computer.

The date the

company receives

payment is the

Payment Date.

$ 900 Order #abc123

$ 270 Monitor

$ 90 Speakers

$ 540 Computer

Scheduled Backlog Amount

Scheduled Backlog

$ 900 Order #abc123

$ 270 Monitor

$ 90 Speakers

$ 540 Computer

Total Picked Amount

Picking

$ 900 $ 1,000 Order #abc123

$ 270 $ 300 Monitor

$ 90 $ 100 Speakers

$ 540 $ 600 Computer

Net Invoiced Amount

Invoice List Amount

Invoice

$ 900 Customer A

Closing Group Amount

Account Receivable

113

Order to Cash: Business Problems

The more quickly and accurately an organizationexecutes this process, the more efficiently it runs.

Order received

Order verifiedfor accuracy

Finance accepts itOr not

Order scheduled

Order built

Order picked

Order shipped

Customeraccepts the order

Or not

Order invoiced

Invoice paidOr not

• Data for entire Sales Process (Lead to Cash) is kept in multiple systems, which makes it either too difficult or impossible to analyze all the data together

• Lack of integrated view of Sales Orders demand, Inventory availability and account receivables status

• Disparate information systems make aggregated view difficult

• Lack of single version of truth – Which version is the right one?

• Rapidly developing product lines with high opportunity to up-sell / cross-sell but inability to get the sales force to effectively cross or up-sell

• Inability to accurately forecast

• No early warning systems to detect business deviations

114

Oracle BI ApplicationsMulti-Source Analytics with Single Architecture

Travel& Trans

AutoComms& Media

ComplexMfg

ConsumerSector

EnergyFinancialServices

HighTech

Insurance& Health

LifeSciences

Public Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales MarketingHuman

Resources

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Financials

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& Product

Profitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supply Chain

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Order Management& Fulfillment

115

Pre-mapped metadata, including embedded

best practice calculations and metrics for the

sales organization.

� Presentation Layer

16 Subject Areas

� Logical Business Model

20 Fact and 50 Dimension

Tables

3

2A “best practice” library of pre-built

intelligence dashboards, reports and alerts

for sales representatives, analysts, managers

and executives

4

Oracle Order Management and Fulfillment Analytics

Pre-built warehouse with 20 star-schemas

designed for analysis and reporting on sales,

fulfillment and receivables data.

1

Pre-built ETL to extract data from operational

tables and load it into the DW, sourced from

EBS, Siebel and SAP and other legacy

sources.

ETL & Business AdaptersCRM Legacy

OM

OMFinancial HRPOS

Legacy

Inventory

Other Supply Chain SystemsOther Supply Chain Systems

Operational SystemsOperational Systems

Business AnalyticsWarehouse

116

Sales Order Lines

Sales Order Details

Sales Order Details

EAIETL

Cust. LocationSold to / Ship to /

Bill to

Cust. LocationSold to / Ship to /

Bill to

DateDatePayment Terms

Payment Terms

Sales ChannelSales Channel

ProductsMfg / Sales / Supplier

ProductsMfg / Sales / Supplier

EmployeeEmployee

CustomersCustomers

LocationsPlant / Mfg

Ship / Storage

LocationsPlant / Mfg

Ship / StorageSales OrgsSales Orgs

Example Metrics

• # of Cancelled Order Lines• # of Customers• # of First Customers• # of Order Lines• # of Orders• # of Products• # of Returned Order Lines• % Order Discount• Average # of Products per Order

• Average Order Size• Cancelled Amt / Qty• Orders to Booking Close Rate• Outstanding Booking Amt / Qty

• Total Ordered Amt / Qty• Total Return Amt / Qty

Features

� Includes 27 logical dimensions and 33 out of the box metrics

� Provides ability to do detailed analysis of sales order lines

� Data stored at transaction grain and at line level

Oracle Order Management & Fulfillment AnalyticsSales Order Lines

117

Value of Oracle Order Management and Fulfillment Analytics

• Provide single, reliable version of the truth that enables monitoring of entire business process from Order to Cash

• Offer the ability to accelerate the Order Management cycle and

Revenue Recognition through more effective order management,

fulfillment and receivables management

• Eliminate Order Management bottlenecks and increase on-time

delivery, and customer satisfaction by getting insight on problem

areas in inventory and credit collection

• Expedite sales cycles by providing the ability to do detailed

operational and financial backlog analysis

• Improve order capture, fulfillment and receivables closure process by

providing every individual with relevant, complete, contextual

information that is tailored specifically to their role

118

Oracle Order Management and Fulfillment AnalyticsComplete solution for gaining insight into the Order to Cash process

Order Management AnalyticsFoundation application module that provides insight into critical Order Management business processes and key information, including Orders, Invoices, Sales Effectiveness and Customer Reports.

Oracle Sales AnalyticsAnalyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them.

Order Fulfillment AnalyticsProvides complete analysis of every step in the back-office Sales Cycle from Order to Cash, enabling companies to respond more quickly to unfulfilled orders, outstanding receivables and resolve them before they become critical.

…add Oracle Sales Analytics for complete Contact to Cash

119


Issues

GainInsights

Take ActionCreate more Inventoryof Products in demand

Drill to Current Backlogand Inventory by Product

Which products have thehighest fulfillment lag?

How much order revenue isin highest fulfillment lag?

Is Cumulative InvoiceRevenue Trending up?

Is Order Fulfillmenton target?

Manage OrderManagement performance

What is the trend of OrderRevenue by Channel and

Customer Category

What is the trend ofAverage Order Size?

Is Cumulative OrderRevenue Trending up?

Is Sales Cycle Timeon target?

• Business Function:Order Management

• Role:Director, Sales Operations

• Objectives:• Optimize Order

Fulfillment

• Reduce Sales Cycle Time

Analytic Workflows – Order Management Analytics

How much are myTop Customers ordering?

120


Issues

GainInsights

Take ActionCreate more Inventoryof Products in demand

Drill to Current Backlogand Inventory by Product

Which products have thehighest fulfillment lag?

How much order revenue isin highest fulfillment lag?

Is Cumulative InvoiceRevenue Trending up?

Is Order Fulfillmenton target?

Manage OrderManagement performance

Drill to

Deta

ilAnalytic Workflows – Order Management Analytics

121

Order Management Metrics

• # of Orders• Total Ordered Amount• Total Invoiced Amount• Cancelled Amount• Total Return Amount• Order To Ship Days Lag• Ship To Invoice Days Lag• Order To Invoice Days Lag• # of New Customers• # of Lost Customers• # of Active Customers• Quarter Ago Total Ordered Amount• Company Average Order Size• Company % Order Discount

Order Fulfillment Metrics

• Outstanding Booking Quantity• Outstanding Booking Amount• Number of Outstanding Bookings• Financial Backlog Amount• Operational Backlog Amount• Hold Volume Rate• Available Inventory• Blocked Inventory• Total Open RMA Value• Total AR Due and Overdue Amount• Credit Limit Used %• AR Overdue Items To Total %• Average Order Size• Orders To Booking Close Rate

Sample Order Management Analytics Metrics

Sample Pre-Built Dashboards

VP Sales• Revenue• Forecast• Backlog• Sales Cycle

Sales Rep• Customer• Sales Cycle• Fulfillment• Effectiveness

Receivables Manager• A/R• Revenue• Forecast• Overview

OM Manager• Effectiveness• Fulfillment• Backlog• Exception

Oracle Order Management Analytics

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