nath demystify in yob i ee

De-Mystifying OBIEE / Oracle

Business Intelligence

Applications Shyam Varan NathOBIEE Architect, IBM

Oct 17, 2012

East Coast Oracle User Group 2012

Thanks to: Florian, JV, Hari and several others who made this presentation possible

Agenda

• Defining the BI Analysis Problem

• Overview of OBIEE

• Overview of Oracle BI Applications - OBIA

• Technical Deep Dive of OBIA

• Implementation steps – configurations and customizations e.g. currency

• OBIA + Advanced Analytics

• Wrap Up

About Shyam

• OBIEE Architect with IBM GBS (Oracle BI Practice)

• OCP since 1998 on 4 different DB versions, OBIEE / BI Apps certified (OCS)

• IOUG Board of Director (Product Integration)

• President/Founder of BIWA SIG and Exadata SIG – IOUG Special Interest Groups

• Regular speaker at Oracle Open World (since ’03), IOUG Collaborate (since ’05), ODTUG-KScope (since ’08), BIWA Summit and RUG’s (NY/RM/SF/NO/SE etc.)

• Bachelor’s from IIT-India, MBA and MS from Florida Atlantic University, Boca Raton, FL

Industry Landscape - BI Services and Products

Business Intelligence

Platform Providers

Gartner Survey Lists BI as Top Priority

http://www.forbes.com/sites/louiscolumbus/2012/09/16/why-cios-are-quickly-prioritizing-analytics-cloud-and-mobile/?partner=yahootix

Typical BI Analysis Question

Show me Spend by Category by Vendor(On OLTP side you enter Invoices, GL accounts etc.)

Introduction to Star Schema

OLTP Circular Join OBIEE Star (Logical/Physical)

BI Apps –Other Extreme

Two Main BI/DW OptionsBuild - BI/ DW Grounds Up•Built to requirements•Build Data Model

• Utilize DW features of Oracle DB

•Build ETL framework• Choices ODI / OWB• Informatica / DataStage

•OBIEE Metadata (RPD)•Performance Considerations

• Summary Tables / OLAP• Parallelism, Partitioning• Visualization / In-memory

•In-house Maintenance• Functionality upgrade• ERP upgrade• Platform Upgrade• OS, DB etc.

Buy – Start using Packaged Analytics•Leverage pre-built application like OBIA for Oracle ERP shops•Standard ERP/CRM in use like EBS, PSFT, JDE, Siebel, Fusions Apps, SAP etc•Quick install and Socialization phase•Focus on Fit-Gap

• Available Analytical Apps• Other sources• Dims, Hierarchies• Reports

•Performance Considerations• Best Practices• Custom Tweaks

•Align upgrades to OBIA Roadmap

Sample Solution StackManufacturing Company

•Let us take a mid-size Manufacturing Company•JDE Edwards production data and job profitability•Focus on analyzing Sales, Cost Allocations, Profitability, Manufacturing Processes at shop floor•Possible machine sensor data (Big Data)•OBIEE, ODI, BIP as tech stack, for Oracle shop, grounds up development• EPM / Essbase Integration Considerations - Finance•S&OP Integration Considerations -Demantra

Finance & Banking•Large Finance and Banking Company•Global footprint with different currencies involved•Oracle EBS or PeopleSoft as ERP•Focus on Procurement efficiency and Spend Reduction•Oracle BI Applications –Financial Analytics, Procurement & Spend with possible Add-ons for Advanced Analytics, Master Data Management etc.•Integration with internal processes and systems

OBI EE Plus vs BI ApplicationsOracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications – Prebuilt Metadata

ETL Considerations:

JD Edwards Tables

• The JD Edwards table names are quite cryptic

• This shows that that for building custom OBIEE solutions, deep ERP knowledge is required

• Need for data modeler, ETL/OBIEE architect and developers

• Resolved ETL mappings with help of views on JDE side, flat files from main frame.

EPM / Hyperion / Essbase

• Essbase is MOLAP or multi-dimensional database

• Hyperion applications are referred as Enterprise Performance Management

• Hyperion Financial Management (HFM)

• Hyperion Planning

– Capex

– Opex

– Workforce

OBIA – High Level Flow

How’s the revenue as

compared to the plan?

[Source: Projects]

Are expenses under

control?

[Source: Procurement]

Who owes us money. Where

do I have to take action?

[Source: Financials]

What are our top service

sales opportunities?

[Source: CRM]

How’s our utilization?

(Future)

[Source: Projects]

Where do we need people

and how quickly are we

finding them?

[Source: HCM]

How we Solve Company’s Business Questions by Implementing / Customizing OBIA

Modify OBIEE metadata, calculations and metrics

for financial analysts, executives and other business users, as needed

Deploy the dashboards, reports for different

Finance Stakeholders

Customize ETL to extract data from different

operational tables and load it into the DW, as

needed

Start with Pre-built warehouse and star-schemas

for analysis and reporting on financial analytics

• Presentation layer

• Logical business model

• Physical sources

1 3

2 4

Implementation Steps: BI Applications (Financial Analytics)

Graph Sliders

Playback option

Visualizations

Dashboard / Reports Often Customized for Deployment

Oracle EBS Oracle EBS

Source TableSource TableSource QualifierSource Qualifier Expression Expression

TransformationTransformation

MappletMapplet output to output to

Extract MappingExtract Mapping

ETL Mapping Can Be Customized

Using Informatica (Future ODI)

• For warehouse developers and ETL Administrator

• Configure the ETL orchestration

– Application Configuration

– Execution & Recovery

– Monitoring

• Other tasks

– Sequencing of the ETL tasks

– Any changes to Indexes

– Re-run the failed jobs or troubleshoot

Data Warehouse Administration

Console (DAC)

ProductsProducts

DimensionDimension

TimeTime

DimensionDimensionSupply Chain & Order Supply Chain & Order

Management AnalyticsManagement Analytics

Q. How many of my top customers bought products from my worst suppliers?

Q. Which of my top suppliers are also

my top customers?

Q. How many of my top customers bought products from my worst suppliers?

Q. Which of my top suppliers are also

my top customers?

Sales OrdersFact Table

Dim TableDim TableDim TableDim TableDimensionDimension

TablesTables

Procurement and Spend Procurement and Spend

AnalyticsAnalytics

Purchase Orders

Fact Table

Dim TableDim TableDim TableDim TableDimensionDimension

TablesTables

Building Cross-Functional Analysis

SCM Analytics – Hierarchical Column

Human Resource Analytics – Adding Disparate Sources Such as Payroll

Why Configure / Customize?

• Not all prebuilt content may be relevant (KPI’s !)

• Prebuilt content gaps

– Data model

– ETL

– Metadata

– Dashboard & Reports

• Unsupported source system(s)!

• BI Application Specific Configurations

– Finance, HR, Supply Chain, Sales ……..

• ERP source system Specific Configurations

– PeopleSoft, Oracle EBS, Siebel CRM, JD Edwards ….

Oracle BI Apps Release 7.9.6.3 / OBIEE 11g

How can Oracle ERP Shops Check Applicability of BI Apps?

What to Configure ?

• DAC/Informatica

– DAC Settings

– Configuration files (.csv)

– Informatica Mappings (if needed)

• OBIEE

– Metadata (RPD)

– Reports/Dashboards (Webcat)

• Database tier for Performance

– Summary tables

– Materialized Views

– Partitioning of Fact tables

What to Configure – Finance : DAC

Example ERP Source System Independent Configuration

• http://docs.oracle.com/cd/E14223_01/bia.796/e14216/anyimp_oracle_apps.htm#BACFJCAF

• DAC Parameters (PeopleSoft experience to limit the history)

…How to Configure – DAC

• Setting the Initial Extraction Date …

How to Configure Reporting Currencies in DAC

• How to Set DAC Source System Parameters

Containers

Dropdown

Global Currencies

What to Configure – DAC / Finance

• Enterprise (Reporting) Calendars

– Enables Cross Subject Area Analysis

– 12 periods, 13 periods, 4-4-5, Gregorian

– Sources

• Using the ERP Enterprise calendar

• BI Apps Warehouse generated

• Loaded from an external file …

What to Configure – Finance: DAC

Map GL Accounts to Financial Analytics - Group Accounts

Used in prebuilt

Balance Sheet and

other reports. Can

be completely

customized .

Great for

performance!

Security Changes – (OBIEE 11g - 7.9.6.3)

• OBIEE 11g Security Model User>Group>Role

• RPD files now have RPD-specific passwords - used to encrypt the contents.

• Groups no longer exist in the RPD as objects. Data access security is implemented based on application roles to which a user belongs.

ServerWebLogic•User Administration

•Group Administration

Enterprise Manager•Role Administration

How to Configure – OBIEE Security Provisioning

Weblogic Security Providers

• Weblogic - Security Realms


Security Users

• Weblogic – Security Users


Security Groups

• Weblogic - Security

Groups


Application Roles

• Enterprise

Manager

– Mapping

Security Users

and Groups to

Application

Roles

…How to Configure – OBIEE Security Provisioning

Application Roles

• Enterprise

Manager

– Mapping

Security

Groups and

Users to

Application

Roles


Webcat Permissions

• Webcat: Folder and Object Permissions


Subject Area Provisioning

• Metadata: Authorization on Subject Areas


Application Role Data Provisioning

• Metadata: Authorization on Data (row-level security)

…How to Configure – OBIEE Security Provisioning

Application Role Data Provisioning

• Metadata: Authorization on Data (row-level security)

Naming Standard – Custom OBIEE Metadata: Physical Layer

Customization:

Extension Columns

added to the physical

group account table

Convergence of OBIEE / BI Apps&

Advanced Analytics

Spend Classification

Procurement and Spend

Analytics

Detail graph getting refreshed upon selecting

Q3

Select Q3

Procurement and Spend Analytics – Expense Analysis

Managing Spend

– AMEX Example

What is Spend Classification?

• An automated way to categorize the expenses

incurred / or invoices paid into meaningful categories

• The “meaningful categories” can be industry standard

UNSPSC codes

– 90000000 Travel and Food and Lodging and

Entertainment Services

– 90110000 Hotels and lodging and meeting facilities

– 90111600 Meeting facilities

– 90111601 Conference centers

Option to OBIA – P&S

• Add-on component to Oracle

Business Intelligence Applications

– Procurement and Spend

Classification

• Add-on screens help to manage

Spend Classification

USD

EUR

JPY

GBP

CAD

INR

How to Monitor Spend Classification Activities?

Oracle BI Apps 11g Unified Release (Fusion + AU)• Informatica version

Oracle BI Applications Roadmap

Oracle BI Apps 11.1.1.5.1 (Fusion Apps theme)• Full suite of analytics for Fusion Applications• OTBI – Oracle Transactional BI for Fusion Apps; real-time

analytics vs. warehouse based Oracle BI Apps 11g Unified Release (Fusion + AU)• ODI version• Increased depth of existing Apps (predictive analytics, scorecards)• Combined support for Fusion Apps + Apps Unlimited + SAP + GBUs• Full uptake of OBIEE 11g, including new capabilities• Fusion v1.2 new features• New content for AU customers (see next slide)

Oracle BI Apps 7.9.7 (SAP Source)• SAP Financials• ETL through ODI

Available

Oracle BI Apps 7.9.6.3 (OBIEE 11g compatibility)• Upgraded and certified for OBIEE 11g

Available

Oracle BI Applications

Oracle BI Applications for SAP

Oracle BI Apps 7.9.7.1 (SAP Source)• SAP Procurement & Spend• SAP Supply Chain & Order Management• Localization, translation• ETL through ODI

"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"

Oracle BI Apps 11.1.1.6 (Fusion Apps theme)• Incremental Fusion TCO improvements• CxO Dashboards• Leverage new BI Foundation “speed of thought” visualizations

Available

New Directions - Fusion BI Architecture

Fusion Applications

Transactional Database

BI View Objects

BI View Objects:� Are single source of truth for BI

� Represent facts and dimensions

� Implement Apps data security

� Handle MLS

EBS, PSFT,

JDE, Siebel,

Other

OBIA Data Warehouse

BI Common Semantic Model

ETL

BI Common Semantic Model:� Supports highly aggregated trending

and real-time transaction listings from a single query model

OBIA OTBI

Real-Time

Queries

Pre-Packaged Reports &

Dashboards

FusionEmbeddedAnalytics

Self-ServiceQuery &

Reporting

Summary:� Operational and Analytical

� Use of Essbase

� OBIEE 11g based

Wrap-Up

• Analysis Problem

• Overview of OBIEE / OBIA

• Technical Deep Dive of OBIA

• Spend Classification

• New Directions / EPM / BI CoE

• Wrap Up

SAVE THE DATE!SAVE THE DATE!SAVE THE DATE!SAVE THE DATE!

COLLABORATE 13COLLABORATE 13COLLABORATE 13COLLABORATE 13

April 7April 7April 7April 7----11, 201311, 201311, 201311, 2013Colorado Convention CenterColorado Convention CenterColorado Convention CenterColorado Convention Center

Denver, ColoradoDenver, ColoradoDenver, ColoradoDenver, Colorado

http://collaborate13.ioug.orghttp://collaborate13.ioug.orghttp://collaborate13.ioug.orghttp://collaborate13.ioug.org

BIWA Summit 2 Day dedicated BI Event in Jan 9,10 2013 near

Oracle HQ, see http://BIWASummit.org for Call for Speakers

Questions?

Contact Info: [email protected]

www.IBM.com

nath demystify in yob i ee

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