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Oracle/PeopleSoft EPM and OBIEE Overview
Greater Philly RUG
May 15, 2008
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OBIEE and PeopleSoft EPM
Management
Trusted Advisor
Best Practice
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Agenda
Introductions and Definition of Data Warehouse :00 – :10 Introductions and Definitions of Data Warehouse Oracle’s offerings in the BI and Data Warehouse space :10 – :15 Analytic Applications :15 - :20 Business Intelligence Architecture – ETL, Administration, Metadata Dashboards, Reporting and other OBIEE Plus Features :20 - :25 11g Database Latest Features for Business Intelligence BI as a component of Service Oriented Architecture BI Appliances PeopleSoft EPM :25 - :35 How does EPM work and why do we want it? Q&A :35 – :40 Q&A
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Goals
Gain a better understanding of functionality of EPM and OBIEEAnswer questions regarding EPM functionality and uses
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Data Warehouse
• A data warehouse is the main repository of the organization's historical data.
• Per Bill Inmon, “Data Warehouse is a subject-oriented, integrated, time-variant and non-volatile collection of data in support of management's decision making process”
Subject Oriented Data that gives information about a particular subject instead of about a company's ongoing operations.
Integrated Data that is gathered into the data warehouse from a variety of sources and merged into a coherent whole.
Time-variant All data in the data warehouse is identified with a particular time period. Non-volatile Data is stable in a data warehouse. More data is added but data is never
removed. This enables management to gain a consistent picture of the business.
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Evolution of DW/BI
Legacy Mainframe outputs – Decades ago, BI actually began with the early mainframe reports, called system outputs.
Custom reports – Developed by skilled programmers Ad-hoc queries - Developed by skilled manager Emergence of Data Warehouse – DW is centralized (enterprise) data store – Big boost to BI Data marts - Specialized data store Online Report and Query tools – Advent of easy to use graphical interface OLAP and multi-dimensional analytic tools – Ability to slice and dice the data. Business Analytic applications – Custom built applications to track pre-defined KPIs BI today now typically encompasses BA as well as conventional BI. Centralized Data Warehouse versus Distributed Data Warehouse
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Need for a Data Warehouse ?
• Why Data Warehouse ?• There are many reasons, but the most important ones are
Reliable Reporting -The need for reliable, accurate and timely report based on data from disparate data sources
Better Performance - The critical factor leading to the use of a data warehouse is that a data analyst can perform complex queries and analysis on the information without slowing down the operational systems.
Intuitive - Keep the data model simple and intuitive for end users to build reports
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Simple DW/BI Architecture
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DW/BI Basic components
PeopleSoft ERP
Middleware source/
Peoplesoft HR
Extract
Services: Clean Combine Standardize Conform-dimensions Prepare to Load to data marts
Data Store: Flat files Relational Tables XML
Extract
Extract
Services: OLAP & User Query ServicesData Store: Dimensional Atomic and/or Summary Business process Oriented
Ad Hoc Query Tools
OLAP multi-dimensional analysis tools
End User Applications
Modeling tools:
Forecasting Balance scorecardData mining
Load
LoadData Mart #2
DW Bus: conformed facts and dimensions
Source Systems
Data Staging Area
Data Marts
End User Data Access
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Business Intelligence
• Business intelligence (BI) is a business management term which refers to applications and technologies which are used to gather, provide access to, and analyze data and information about their company operations.
• Why Business Intelligence ? BI systems can help companies develop a more consistent, data-based decision
making process for business decisions (avoid "guesswork" ) BI systems can enhance communication among departments, coordinate activities,
and enable companies to respond more quickly to changes (e.g., in financial conditions, customer preferences, supply chain operations, etc.).
BI system that are well-designed and properly integrated into a company's processes can improve company's overall performance.
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Business Intelligence/Business Analytics
• Business intelligence software and applications includes a range of tools. • Some BI applications are used to
• Analyze Performance, projects, or internal operations, such as Scorecarding; Business activity monitoring; Business Performance Management and Performance Measurement;
• User/End-user Query and Reporting; Enterprise Management systems; Executive Information Systems (EIS); Supply Chain Management; and Finance and Budgeting tools.
• Other BI applications (aka Business Analytics) are used to store and analyze data, such as,• Data mining; Forecasting; Document Management; Knowledge Management; and
Dashboarding; Geographic Information Systems (GIS); Trend Analysis; Online Analytical Processing (OLAP) and multidimensional analysis; (based on the "hypercube" or "cube");
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Oracle’s offerings in the BI and Data Warehouse space
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Oracle’s Biggest Differentiator: Many Analytic Applications from Many Sources
Aggressive Acquisitions strategy led to a large number of Analytics from many sources
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Business Intelligence Architecture
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Business Intelligence Architecture cont.
Informatica ServerComponents
DAC Server
DAC Client
InformaticaRepository
OLTP
DAC Repository
DataWarehouse
Native DB Libraries
JDBC
Informatica ClientTools
Database Tier
ServerTier
ClientTier
DAC (Data Admin Console): Administer, Monitor, Control Data Warehouse Processes
ETL (Extract, Transform, Load): Load and Refresh Warehouse, Manage the ETL Repository, and Store Metadata related to ETL Workflows/Maps
May be Informatica, Ascential, Oracle Data Integrator and/or Oracle Warehouse Builder
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Business Intelligence
Architecture cont.
Database
Pro
cu
rem
en
t
Op
era
tio
ns
HR
Fin
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ce
Dis
trib
uti
on
Ma
rke
tin
g
Sa
les
Se
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e
Oracle BI Applications Warehouse
Siebel PeopleSoft Oracle EBS SAP
CTI,ACD,IVR Syndicated Universal
ETL
3
2
1
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OBIEE Dashboards, Answers, Delivers
Guide users to a decision supported by the analyticsDashboardsScorecardsPersonalized function-specific and role-based data
presentation.OBIEE Answers: Ad-hoc data exploration with ability
to create, modify and author analyses, pivot tables and dashboards
OBIEE Delivers: Dynamic problem/opportunity detection and notification, using automated analytic workflows and processes to tailor delivery to mobile devices
BI Publisher with advanced distribution capabilities creates XML and integrates with programs such as Microsoft Office to create pixel perfect output.
Disconnected Analytics: Not connected to the Server
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OBI Suite EE Design Principles
Unified Enterprise view of information Unified Semantic view of information – model the complex information sources as a simple,
understandable and logical business model Real-time information access – Allow users to combine historical and real-time information
to get up-to-the minute view of the business Proactive Intelligence facilities – Send alerts in response to business event Pre-built Analytic applications Hot-Pluggable – into any existing data sources, any pre-packaged applications, any security
infrastructure without having to replace existing investment Business process integration – Integration between OBI and Workflow manager to help
integrate business insight to drive Business process optimization.
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OBIEE Contains:
Logical Table Diagram Physical, Business, and Presentation semantic Layers
Dashboards with Alerts, Reports, Metrics
Models MetricsMaps
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Case Study: Ohio State University Medical Center
- Ohio State University Medical Center deployed: 19 dashboards via Oracle Dashboards 70+ iBots (iBots are software-based agents driven by schedule or events that can access, filter,
and perform analytics on data based upon defined criteria. iBots provide proactive delivery of real-time, personalized and actionable intelligence throughout the business network.) available for subscription via Oracle Delivers with graphic delivery via Blackberries and text delivery via pagers,
support of “what if” scenarios via Oracle BI for Microsoft Office BI Publisher reports delivered via email User activity monitoring and reporting Advanced KPI alerting and notifications Metadata dictionary via Oracle Answers Integration with Oracle Single Sign On Custom financial reporting from PeopleSoft Oracle Answer integration with Oracle Portal via JSR-168 OBIEE Answers as primary ad hoc reporting tool.[1]
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Reporting and EPM Solutions
To simplify the development of dashboards, Hyperion Dashboards offer direct access to relational, multidimensional data without having to maintain the Semantic Layer
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Oracle Database and the Oracle 11g “BI Database release”
The Analytic Workspace manager manages OLAP Cubes in the 11g Database
Other: Increased its capabilities in automated partitioning of tablesParallel processing for all operationsCompression Flashback capabilities for continuous availability data
requirements of Business Intelligence applications. Security: Virtual Private Database and Fine Grained Auditing. Resource management enabling different updates to be given different
priority, and different queries to be given different priority. Advanced indexing that can be function based or aggregate-field based.Change capture and data integration is enhanced in Oracle 11g using
streams, CDC (Change Data Capture), replication, and messaging gateway
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Business Intelligence as a Component of Service Oriented Architecture (SOA)
Embedded Business Intelligence
Example:A call to the data warehouse
that runs and returns data from a report that gives much more analytic information about the customer.
Built using Fusion Architecture.
Would run a BPEL process on Fusion Middleware.
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BI Appliance – The Oracle Optimized Warehouse Initiative
“Data warehouse in a box ”Pre-install and pre-configure scalable systems that
use partitioning and RAC technology for optimization
Easy to buy and maintain, provide high performance, are fast to implement, and are competitively priced.
Database, storage, and servers are validated and tested to deliver optimal performance, and the warehouse is supported as a single product, with a single support contact.
Dell/EMC, IBM and Sun all offer solutions.
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PeopleSoft EPM:
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EPM Data Warehouse Contains:
6000 + pre-built ETL mapsETL tool - Ascential DataStageTM
Rationalized data models Surrogate key supportConforming Dimensions
Analytic depth and breadthOpen BI Tool strategyContent in BI partners and Oracle
BI Tools
Metrics
Maps
Supply Chain
Supply ChainHCMHCMFinancialsFinancials
• ESA• GL & Profitability• Accounts Payable• Accounts
Receivable• Commitment
Control*
• Compensation• Learning &
Development• Recruiting• Workforce
Profile
• Fulfillment & Billing
• Inventory• Spend
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EPM Applications Contain:
Engines for Transforming Data Based on configured Models
Rationalized data models to support Analytic Applications
Internet Pages to analyze, act on data, post data to other applications
Models MetricsMaps
Create Baseline Budget
Consolidate Ledgers Consolidation Ledger Review, Post, Report
Budget Ledger Budget, Approve, Post
Ledger to ABM
Job to Workforce
Multiple Sources to KPI
Activity Cost Detail
Workforce Analytic Facts
KPI and Scorecard Facts
Review, Report, Budget
Review, Report, Budget
Act, Review, Strategize
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Hyperion SQR 9.3.1 and Beyond
Management
Trusted Advisor
Best Practice