integrating oracle essbase and oracle business intelligence: case study

Integrating Oracle Essbase and Oracle Business Intelligence:

Case Studies

Prashanth Prahlad Subhajit Purkayastha

DJ Pandit

Presenta(on  Overview    •  Client Profiles

•  Business Need

•  Solution Approach

•  Benefits, Limitations & Next steps

•  Customer View / Technical Considerations

•  Demonstration

•  Client Profiles •  Q & A

P3  is  a  Premier,  Oracle  Specialized  Partner  for  BI  Applica(ons  

P3 provides an end to end delivery model

Client Success Factors

Value

Results Industry Best Practices and Process Alignment

Change Management and Knowledge Transfer

Industry and Application Specific Accelerators

EPM/BI EBS IT Support

Operational Strategy

Founded in 2005 with alumni from Oracle, Big-5, and Industry

Case  Studies    

E-business Suite 11.5.10 Hyperion Planning & Budgeting, Essbase OBIEE (10G,11G)

Leading global supplier of photonics technology products and solutions.

Worldwide Operations – China, France, Germany, Italy. Korea, Japan

Synaptics is a leading worldwide developer of human interface solutions for mobile computing, communications, and entertainment devices. More than a billion devices use Synaptic Interfaces.

Business  Needs  •  Hyperion Planning and Budgeting used extensively for

•  AOP’s •  Quarterly Forecasts •  Flash Forecasts •  Budget to Actual

•  Real time visibility to budget and forecasts for Executive

Management

•  Provide Budget /Forecast to Actual reporting for Cost Center Managers

•  Use a common reporting interface for the entire organization

Solu(on  Approach  –  Use  OBIEE  (10g,  11g)  

1.  Use OBIEE as the reporting tool 2.  Integrate Hyperion Planning cube with OBIEE 3.  Implement cost center based security using Oracle Single

Sign On (SSO)

Reason -  OBIEE is already used for reporting in the organization -  Pre-built connectors exist from OBIEE to Essbase

Hyperion  Planning  Repor(ng  (Graph)  -­‐  OBIEE  11G      (Standalone)  

Hyperion  Planning  Repor(ng  (Pivot  table)  -­‐    OBIEE  11G      (Standalone)  

Benefits  ,  Limita(ons  &  Next  Steps  

Benefits •  Tighter alignment of FP&A and Cost Center Managers •  Simplify reporting (reduce dependency on Excel add in/Smart View) •  Real time reporting from Hyperion Planning •  Immediate visibility to variances outside the threshold Limitations •  Ability to view Actual information ONLY at the summarized level •  Cannot drill from Actual to see GL Journal details Next Steps •  Integrating of Hyperion Planning with Financial Analytics (7.9.6.3)

Customer  View  -­‐  Technical  Considera(ons  

Introduction Reasons for choosing OBIEE to Essbase integration Examples of dashboards created OBIEE 10G , 11G Differences for Essbase Integration Pro’s and Con’s Future considerations

• Spread  sheet  format  similar  to  Excel  Add-­‐In  aUached  to  a  dashboard  

10g  Report  Samples  

• Mul(ple  Scenario  Spread  sheet  format  similar  to  Excel  Add-­‐In  aUached  to  a  dashboard  

10g  Report  Samples  -­‐  Con(nued  

• Pie  Chart    

10g  Report  Samples  -­‐  Con(nued  

• Benchmark  Sample  

10g  Report  Samples  -­‐  Con(nued  

•  10G by default returns alias if present, if member name is required an additional column should be defined ( only works for leaf members), 11 G import process created both columns in physical layer.

•  10 G by default designates Account dimension as measure dimension and create all members in account dimension as measures flattening account hierarchy. 11G creates single measure column retaining hierarchies for all dimensions.

•  11 G import process provides option to create columns for UDA (user defined attributes).

•  11G provides option to create columns for non-default aliases (i.e. German, French..)

•  11G Provides Outline drill down like Essbase Outline in reports. •  11G Creates structure of attribute dimension. •  11G Brings alternate hierarchy automatically.

OBIEE  10g  &  11g  Differences  

Pro’s  &  Con’s  

•  If Actual amounts are more than budgeted/forecasted amounts , it becomes difficult to drill into the details.

•  FDM or ERPI provides drill down from Hyperion to single journal entry. Usually drill down is needed to focus on set of transactions.

Future  considera(ons-­‐  Integrate  OBIA  Financial  Analy(cs  with  Hyperion  Planning  

•  Leverage existing OBIA Data Warehouse to feed Actual data to Planning/Essbase

•  Actual data will be Consistent across all Hyperion and OBIEE reports

•  Define Links to Pre-Built contents GL,AR, AP ... etc. for further analysis

Hyperion  Planning  Integra(on  to  OBIA  (Financial  Analy(cs)  

• Demonstration

• Technical Overview

• Questions

Hyperion  Planning  Integra(on  to  Financial  Analy(cs  (7.9.6.3)  

Demonstra(on  

Hyperion  Planning  Repor(ng  (Graph)  -­‐  OBIEE  11G      (Standalone)  

Hyperion  Planning  Repor(ng  (Pivot  table)  -­‐    OBIEE  11G      (Standalone)  

Hyperion  Planning  repor(ng  &  Dashboards  in  OBIEE  11G      (Integrated  with  Financial  Analy(cs)  

Drill  down  to  GL  Journal  transac(ons  which  was  out  of  threshold  

Drill  down  to  SubLedger  Transac(ons  

Drill  down  to  AP  invoice  details  

Traverse  –  Lineage  Tool  

See wire frames ppt

Technical  Overview  

•  Hyperion Planning was sourced from the Financial Analytics Warehouse (7.9.6.3) rather than ERP

•  Conformed the following dimensions between the 2

sources Fiscal Year Period Currency Ledger Account (includes Account Hierarchy – Group Account, Group Category) Cost Center Entity Scenario Version

Import  the  Essbase  Cube    

Essbase  Server  Details  

Iden(fy  the  Cube  to  be  imported  

Import  the  cube  to  the  Physical  Layer  

Create  Aliases  &  UDAs  Objects  

Import  the  Cube  within  Business  Model  -­‐  Core  

Conform  Fiscal  Year  Dimension  –  Add  the  cube  to  the  exis(ng  logical  sources  

Conform  Fiscal  Year  Dimension  –    Secng  the  LTS  for  Fiscal  Year  

Create  Presenta(on  Subject  Area  

Repeat  for  other  Dimensions  &  Measures    

•  Use  slide  34,  35  &36  for  other  Dimension(s)  &  Measure  (s)  

Presenter(s)  Informa(on  Prashanth Prahlad President pprahlad@p3si.net Subhajit Purkayastha VP Industry Solutions spurkaya@p3si.net DJ Pandit Sr. Strategic Financial and Reporting Architect Dhananjay.Pandit@Coherent.com

 Thank  You  !