exploring oracle bi apps: how it works and what i get...

Exploring Oracle BI Apps: How it Works and What I Get

NZOUGMarch 2013

Copyright This document is the property of James & Monroe Pty Ltd. Distribution of this document is limited to authorised personnel. Reproduction of this document in part or in full in any form, including email and electronic, is not allowed except by written permission from James & Monroe Pty Ltd. This document contains material from Oracle, and is subject to Oracle copyright of all Oracle specific information.

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Agenda

• BI Applications - What is it ?- How it works ?

• Architecture• Components

- Financial Analytics

• Appendix- About J&M

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The following is intended to 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

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WHAT IS IT ?BI Applications

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What is a BI Application ?Definition

• BI Application or Pre-packaged BI Application can be defined as "An off the shelf available pre built BI Application which can cater to an Organisation’s long term BI needs and should integrate seamlessly into the existing technical architecture".

• BI Application should be able to cater to all inside the organisation, from the strategic and tactical levels to the operational level. It should seamlessly integrate in the technical architecture to deliver consistent business value.

• BI application can be a module implemented for a specific department for example Finance or merely a subject area of a much larger BI system that uses a particular tool. Your information is integrated across your major data sources, but the usage is tailored to a particular user community and their reporting requirements.

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Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics

CRM ANALYTICS ERP ANALYTICSSALES

• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team

Effectiveness

MARKETING

• Campaign Effectiveness

• Customer Insight• Product Propensity• Market Basket

Analysis• Campaign ROI

SERVICE & CONTACT CENTER

• Service Effectiveness

• Customer Satisfaction

• Resolution Rates• Service Rep

Efficiency• Service Cost• Service Trends

ORACLE BI SUITE ENTERPRISE EDITION PLUS

AND OTHER OPERATIONAL AND ANALYTIC SOURCESSOURCE ADAPTERS:

FINANCIALS

• General Ledger• Accounts

Receivable• Accounts Payable• Cash Flow• Profitability• Expense

Management

PROCUREMENT & SPEND

• Direct & Indirect Spend

• Buyer Productivity• Contract Compliance• Supplier

Performance• Purchase Cycle Time• Employee Expense

SUPPLY CHAIN & ORDER MGMT

• Revenue & Backlog

• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis

PROJECTS

• Project Funding and Budget

• Product Cost• Project Revenue• Project Billing• Project Profitability

HUMAN RESOURCES

• Employee Productivity

• Compensation• Talent

Management• Recruiting Analysis• Learning Analysis• Workforce Profile

PRICE

• Price Segments• Price Waterfall

Analysis• Deal Life Cycle• Deal Desk

Analysis • Product Pricing

Performance

LOYALTY

• Member Demographics

• Membership Trends

• Program Revenue• Promotion

Effectiveness• Points Analysis

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Built on an Open, Leading BI FoundationEnables Flexibility, Extensibility, Standardisation

Oracle BI Server

Common Enterprise Information Model

Reporting & Publishing

Financial ReportingBI Publisher

Interactive ReportingSQR Production Reporting

Web Analysis

InteractiveDashboards

Ad hocAnalysis

ProactiveDetectionand Alerts

MicrosoftOffice

OLTP & ODSSystems

DataWarehouseData Mart

SAP, Oracle Siebel, PeopleSoft

JD EdwardsCustom Apps

FilesExcelXML

BusinessProcess

Financial PerformanceManagementApplications

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

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Common Enterprise Information Model“Model Once, Deploy Everywhere”

• Information consistency, availability & transparency• Eliminates data silos• Increased user adoption• Greater leverage in IT

Oracle BI Server

Common Enterprise Information Model

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

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No Compromise – Build, Buy, or BothStandardise on Common World-Class BI Foundation

• Benefit from pre-built BI Apps

• Standardise on leading BI foundation

• Across all data sources and users

• Maintain flexibility to buy, extend, or build custom

• Viable enterprise BI strategy

Oracle BI Suite Enterprise Edition

Sales

Service

Marketing

Contact Center

Supply Chain & Order Mgmt

Financials

HumanResources

Procurement & Spend

Custom App

Custom App

Custom App

Custom App

Custom App

Custom App

Custom App

Custom App

Oracle BI Applications Custom-built BI apps

OLTP & ODS

Systems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel

JD EdwardsCustom Apps

FilesExcelXML

BusinessProcess

Financial PerformanceManagementApplications

InsightPerformance

Action

SetGoals

Plan

MonitorAnalyze

Report

Align

HyperionEssbase

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HOW IT WORKS ?BI Applications

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How it Works?Standard Architecture

• An ETL Tool• Centralised console to manage and recover ETL• Reporting platform, A reporting engine and a report

delivery mechanism• Pre Built ETL Adaptors (Adaptors for leading source

systems)• A Unified Data Model• Pre Built Dashboards and Reporting contents

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How it Works?Standard Components

INFORMATICA REPOSITORY

SERVICES


SERVICES


INFORMATICA INTEGRATION

SERVICES

INFORMATICA INTEGRATION

SERVICESDAC SERVERDAC SERVER

OLTP

DACREPOSITORY

OBI ANLAYTICS WAREHOUSE

OBIEE SERVEROBIEE SERVER

INFORMATICA CLIENT

INFORMATICA CLIENT

DAC CLIENT

DAC CLIENT

OBIEE ANSWERS

OBIEE ANSWERS

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How Does it Work?Data Warehouse Administration Console (DAC)

• For warehouse developers and ETL Administrators • 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

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How it Works?Informatica

• Informatica PowerCenter Client Tools- Designer - Define transformation process,

known as mapping. - Workflow Manager - Define run-time

properties for a mapping, known as sessions

- Workflow Monitor - Monitor execution of sessions

- Repository Manager - Manage repository, useful for administrators

- Metadata Reporter - Report Metadata • Informatica PowerCenter Repository:• Informatica PowerCenter Server:

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How it Works?OBIEE Server

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How it Works?Standard Architecture

Oracle BI Presentation Services

Dashboards by Role

Reports, Analysis / Analytic Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI Server

Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery

Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalisation Dynamic SQL Generation

Highly Parallel Multistage and Customisable Deployment Modularity

Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing

Direct Access to Source Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process DA

C

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How it Works?ETL Overview


Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

• Accessing / loading source data- Batch ETL (Full or Incremental)- 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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Staging Tables

Source Independent Layer

Extract

SQL

SQL

SQL

SQL

SQL

SQL

ABA

PA

BAP

Business AnalyticsWarehouse

Other

Extract 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

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Staging Tables


Extract

SQL

SQL

SQL

SQL

SQL

SQL

ABA

PA

BAP


Other

Extraction Modes Direct Database Access

Oracle EBS Siebel CRM

PowerConnect technology SAP R/3 PeopleSoft Enterprise

Universal Business Adapters Used for sources with no pre-

packaged business adapter Transforms and loads data from

universal sources through a flat file interface

Supply flat file(s) or tables meeting a defined standard format

Significantly reduces implementation and maintenance when compared with building full ETL solution from scratch

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Staging Tables


Extract

SQL

SQL

SQL

SQL

SQL

SQL

ABA

PA

BAP


Other

Source Interdependent Layer Encapsulates warehouse load logic Handles:

Slowly changing dimensions Key lookup resolution / surrogate

key generation Insert/update strategies Currency conversion Data consolidation

Uses Bulk Loaders on all dbplatforms

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How it Works?Server Repository Overview

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server



ETL

Load Process

Staging Area


C

• Multi-layered Abstraction- Separation of physical, logical and

presentation layers- Logical modeling builds upon complex

physical data structures- Logical model independent of physical

data sources, i.e. same logical model can be remapped quickly to another data source

• Metrics / KPIs- Multi-pass complex calculated metrics

(across multiple fact tables)- One Logical Fact can span several table

sources including aggregates and real-time partitions

• Aggregate navigation• Federation of queries• Prebuilt hierarchy drills and cross

dimensional drills• Security and visibility

- Tight integration with Oracle EBS, Siebel CRM and PeopleSoft Enterprise

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How it Works?Web Catalog Overview

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server



ETL

Load Process

Staging Area


C

• Role based dashboards- Covering more than a 100 roles

• Navigation- Most reports have at least one level of navigation

embedded- Drill to details from many interactive elements, e.g.

chart segments• Guided Navigation

- Conditional navigational links- Analytic workflows

• Action Links- Direct navigation from record to transactional while

maintaining context• Alerts

- Scheduled and Conditional iBots• Highlighting

- Conditional highlighting that provides context on metrics (is it good or bad?)

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FINANCIAL ANALYTICSBI Applications

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Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Sales Marketing Procurement & Spend

Supply Chain & Order

ManagementFinancials Human

Resources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion

Employee Productivity

Compensation

Compliance Reporting

WorkforceProfile

RetentionAnalysis

Return on Human Capital

General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Supplier Performance

Purchase Cycle Time

Employee Expenses

Campaign Effectiveness

CustomerInsight

Product Propensity

Loyalty &Attrition

Market Basket Analysis

Campaign ROI

Service &Contact CenterService

Effectiveness

Customer Satisfaction

ResolutionRates

Service RepEfficiency

Service Cost

Churn & Service Trends

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Application Dashboards Dashboard Pages

Reports Metrics

Sales 14 33 620 555Marketing 5 27 124 501Service 8 15 102 465Contact Center 5 17 72 448Finance 6 36 255 488HR 4 16 76 138Supply Chain & Order Mgmt.

2 18 157 388

Procurement & Spend

2 14 103 161

All Industry Apps 44 147 1117 508

Total 88 317 2576 3524

Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics

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Pre-mapped metadata, including embedded best practice calculations and metrics for financial, executives and other business users

A “best practice” library of over 360 pre-built metrics, 30 intelligent dashboards, 200+ reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from PSFT, Oracle EBS and other sources

Pre-built warehouse with 16 star-schemas designed for analysis and reporting on financial analytics

Presentation layerLogical business modelPhysical sources

1 3

2 4

Oracle BI ApplicationsFinancial Analytics Components

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Oracle BI ApplicationsFinancial Analytics

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Business Objectives /

Issues

GainInsights

Take Action Target collection efforts to reduce overdue balances

Drill toOverdue Invoice Detail

Who are the Customers?

How long is the underlying Overdue

Balance pending?

Is Overdue Balancestrending up?

Is DSO on target?

Maximize Cash Flow

Oracle BI ApplicationsFinancial Analytics - Workflows

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Oracle BI ApplicationsGeneral Ledger Dashboard

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Oracle BI ApplicationsPayables Dashboard

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Oracle BI ApplicationsReceivables Dashboard

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Oracle BI ApplicationsSpend Analyzer Dashboard

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APPENDIX- INTRODUCTION TO J&M

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Introducing James & Monroe

• Business Consulting company focused on Enterprise Performance Management (EPM) and Business Intelligence (BI) in both development and ongoing annual support of applications

• Founded in 2001• Experienced Management Team - involved in EPM

& BI since the mid 80’s• Strong accounting and commercial management

backgrounds as well as technical • 30+ Consultants sourced globally certified in their

field

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Our credentials

• J&M are an Oracle Platinum Partner with specialisations in HFM, Essbase, Planning and OBIEE/OBIA

• J&M are Microsoft Gold Certified in the BI and Data management solutions competencies

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About Todays Speaker

Presenter: Richard Philipson

Organisation: James & MonroeBlog: http://hyperionnz.blogspot.com

Position: Practice Manager New Zealand

Bio: As Solution Architect with James & Monroe, I have worked for over 11 years with the Hyperion product range. My areas of expertise cover almost the entire Hyperion product range (Financial Consolidation, Budgeting & Forecasting, and Business Intelligence), I have also taught for Oracle University. My industry experience allows me to provide a unique perspective for systems architecture, design, and implementation.

Qualifications: Certified Oracle Hyperion Financial ManagementCertified Oracle Hyperion EssbaseCertified Oracle Hyperion PlanningOracle University Accredited Instructor

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Hyperion @ 42 Below

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APPENDIX- ODTUG

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exploring oracle bi apps: how it works and what i get...

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