Sie sind auf Seite 1von 426

Oracle Internal & Oracle Academy Use Only

D55409GC11

Edition 1.1

February 2010

D65505

Use Only D55409GC11 Edition 1.1 February 2010 D6550 5 Oracle BI Applications 7.9: Implementation for Oracle

Oracle BI Applications 7.9:

Implementation for Oracle EBS

Student Guide

Oracle Internal & Oracle Academy Use Only

Author

Jim Sarokin

Technical Contributors and Reviewers

Dan Hilldale Mitravinda Kolachalam Manmohit Saggi Phillip Scott Kasturi Shekhar Albert Walker Jr.

Publisher

Jayanthy Keshavamurthy

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free.

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Trademark Notice

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Oracle Internal & Oracle Academy Use Only

Contents

I Course Introduction

Lesson Agenda

Instructor and Class Participants

Training Site Information

Course Audience

I-2

I-5

I-4

I-3

Course Prerequisites

I-6

Course Goal

I-7

Course Objectives

I-8

Course Methodology

I-9

Course Materials Course Agenda Summary I-15

I-10

I-11

1 Oracle Business Intelligence Applications Overview Objectives 1-2

The Evolving Role of Business Intelligence Enterprise Performance Management System

Oracle BI Applications: Overview

Oracle BI Applications: Multisource Analytics

Sales Analytics Service Analytics

Contact Center Telephony Analytics

Marketing Analytics

Supply Chain and Order Management Analytics

1-10

1-3

1-4

1-6

1-5

1-7

1-8

1-9

1-11

Financial Analytics

Human Resource Analytics

1-12

1-13

Procurement and Spend Analytics Oracle BI Applications Components

Procurement and Spend Analytics Oracle BI Applications Components

1-15

1-16

Common Enterprise Information Model

Analytic Workflows

Speeds Time to Value and Lowers TCO

Application Integration: Security

Application Integration: Action Links

Guided Navigation Deployment Options Summary 1-25

1-17

1-20

1-18

1-21

1-22

1-23

1-24

2 Oracle Business Intelligence Applications Architecture Overview Objectives 2-2

Oracle BI Applications Components Oracle BI Applications Architecture

Oracle BI Applications Components Oracle BI Applications Architecture

2-3

2-5

iii

ETL Overview

2-6

Oracle Internal & Oracle Academy Use Only

Data Extraction and Load Process

Universal Business Adaptor

2-9

2-7

Data Warehouse Administration Console (DAC)

2-10

Physical Data Model: Overview

2-11

Server Repository: Overview

2-12

Metrics and Calculations

2-13

Presentation Catalog: Overview

2-14

Oracle BI Enterprise Edition Platform Architecture

2-15

2-16

Data Warehouse Load Process

ETL: Process Flow DAC Architecture

Deployment Considerations

ETL Servers Component

The OBAW Database Component

ETL Repositories Component

ETL Clients Component

ETL Client Component Contents

Deployment Summary

Summary 2-27 Practice 2-1: Matching Oracle Business Analytics Warehouse Components

Practice 2-2: Locating the Oracle Business Analytics Warehouse Components

Oracle BI Applications Architecture

2-17

2-18

2-19

2-20

2-23

2-21

2-22

2-25

2-24

2-26

2-28

2-29

3 Oracle Business Analytics Warehouse Content Objectives 3-2

The Oracle Business Analytics Warehouse (OBAW) Content

3-3

Star Schema

3-4

Selected Star Schemas of the OBAW

3-5

Star Schema Example: General Ledger Revenue

3-6

OBAW Tables

3-7

 

Fact Tables

3-9

Types of Fact Tables

3-10

Dimension Tables

3-11

 

Conforming Dimension Tables

3-12

 

Minidimension Tables

3-13

Subset Dimension Tables

3-14

Hierarchy and Helper Tables

3-15

 

Staging Tables

3-17

 

Aggregate Tables

3-18

 

Internal Tables

3-19

 

Standardized Codes

3-20

Standardized Codes: Accounts Receivable Process Example

3-22

iv

Currency and Multitenancy Support Summary 3-26

3-25

Oracle Internal & Oracle Academy Use Only

4 Installing Oracle BI Applications Objectives 4-2 Oracle Business Intelligence Applications Installation and Configuration Tasks

Verify Preinstallation Requirements

Satisfy Mandatory Preinstallation Requirements

4-7

Complete Mandatory Preinstallation Tasks

Install Oracle BI Applications Software

4-5

4-8

4-6

Install Informatica PowerCenter Software

4-9

Restore the Oracle BI Prebuilt Repository

4-10

Copy Source Files and Lookup Files

Set Code Page Validation

Set PowerCenter Integration Services Custom Properties

4-14

Copy Hibernate Libraries

Install JDBC Drivers

Verify DAC Connection Configuration

Enable DAC Client Communication with Informatica

PMCMD Command

Create a DAC Connection

4-11

4-12

4-15

Install the DAC Client

4-16

4-17

4-18

4-19

4-20

4-13

Create the DAC Repository Schema

4-21

Import DAC Metadata

4-22

Create the Data Warehouse Tables

4-23

Configure Connection Between DAC Server and DAC Repository

Set DAC System Properties

Register the Informatica Services in the DAC

Set Physical Data Sources in the DAC

Configure Relational Connections in Informatica Workflow Manager

Oracle BI Applications Topology

Summary 4-31 Practice 4-1 Overview:

Configuring the Training Environment

4-24

4-25

4-26

4-27

4-28

4-29

4-32

5 Understanding the ETL Process Objectives 5-2

ETL Process: Overview

ETL Process Steps

Data Extraction and Load Process: Extract

Universal Adaptors

Data Extraction and Load Process: Load

5-3

5-5

5-7

5-6

5-8

v

4-3

ETL Mappings

5-9

Oracle Internal & Oracle Academy Use Only

Full and Incremental ETL

DAC Tasks

DAC Task Phases

5-11

5-12

5-10

Internal Tables

5-14

Change Capture

5-15

Restart Mechanisms

Unspecified Mappings

Executing ETL

ETL Process: Summary

5-16

5-17

5-19

5-18

Summary 5-20 Practice 5-1: Exploring Oracle BI ETL Metadata

5-21

6 Working with Informatica Designer Objectives 6-2

 

Informatica Designer

6-3

Informatica Designer User Interface

6-4

 

Key Terms

6-5

Folder 6-6 Source Definition

6-8

6-9

 

Target Definition

Mapping 6-10 Transformation 6-11

Transformation Type Mapplet 6-13 Port 6-14

6-12

Port Type

6-15

Informatica Designer Tools

6-16

Source Analyzer

6-17

Example: Importing a Source Definition

6-18

Target Designer

6-19

Mapping Designer

6-20

 

Mapplet Designer

6-21

Linking Components

6-22

Validating Mappings

6-23

Copying Existing Objects

6-24

Saving the Repository

6-25

 

Summary 6-26 Practice 6-1: Working with Informatica Designer

6-27

7 Working with Informatica Workflow Manager Objectives 7-2

Informatica Workflow Manager Workflow 7-4 Session 7-5

7-3

vi

Creating and Running Workflows

7-6

Oracle Internal & Oracle Academy Use Only

1. Connect to the Repository

7-7

2. Open Workflow Designer

3. Create a Workflow

4. Add a Session to the Workflow

5. Link Workflow Tasks

6. Edit Session Properties

7. Validate the Workflow

8. Start the Workflow

9. Monitor the Workflow

7-8

7-9

7-11

7-12

7-13

7-14

7-15

7-10

10. Check Log File

Summary

Practice 7-1: Creating and Running an Informatica Workflow

7-16

7-17

7-18

8 Exploring SDE and SIL Mappings Objectives 8-2

Anatomy of a Typical SDE Mapping

Business Component Mapplet Source Qualifier Transformation

Expression Transformation

Source Adapter Mapplet

Target Definition

Anatomy of a Typical SIL Mapping

SIL Source Definitions

SIL Source Qualifier

MPLT_GET_ETL_PROC_WID Mapplet 8-12

Lkp_W_GL_REVN_F Lookup Procedure

Exp_W_GL_REVN_F_Update_Flg Expression 8-14 Fil_W_GL_REVN_F Filter 8-16

mplt_Curcy_Conversion_Rates Mapplet 8-17

EXP_Custom Expression

MPLT_LKP_W_CUSTOMER_FIN_PROFL_D Mapplet 8-19

mplt_SIL_GLRevenueFact Mapplet 8-20

Upd_W_GL_REVN_F_Ins_Upd Update Strategy 8-21

W_GL_REVN_F Target Definition

Unspecified Mappings

Summary 8-24 Practice 8-1 Overview: Exploring a Prebuilt SDE Mapping Practice 8-2 Overview: Exploring a Prebuilt SIL Mapping

8-3

8-4

8-5

8-6

8-7

8-10

8-8

8-9

8-11

8-13

8-18

8-22

8-23

8-25

8-26

9 Working with the Data Warehouse Administration Console Objectives 9-2

Data Warehouse Administration Console

DAC Application-Specific Capabilities

9-4

vii

9-3

DAC Features

9-5

Oracle Internal & Oracle Academy Use Only

Source System Containers

DAC Repository Objects

DAC Repository Object Hierarchy

DAC Repository Object Hierarchy with Examples

DAC Client User Interface

DAC Client Tools Menu

DAC Views

Design View: Subject Areas Tab

Design View: Tables Tab

Design View: Source System Parameters Tab

Design View: Source System Folders Tab

Design View: Tasks Tab

9-6

9-7

9-9

9-10

9-11

9-12

9-15

9-18

9-13

9-14

9-16

9-17

Design View: Source Tables Subtab Design View: Target Tables Subtab

Design View: Source Tables Subtab Design View: Target Tables Subtab

9-20

9-21

Design View: Phase Dependency Subtab

9-22

Setup View

9-23

Setup View: DAC System Properties Tab

9-24

Setup View: Informatica Servers Tab

Setup View: Physical Data Sources Tab

Setup View: Refresh Dates

Setup View: Email Recipients Tab

Execute View

Execute View: Execution Plans Tab

9-29

9-25

9-26

9-27

9-28

9-30

Execute View: Parameters Subtab

Execute View: Prune Days

9-32

9-31

Execute View: Current Run Tab

9-33

Execute View: Run History Tab

9-34

Execute View: Scheduler Tab

9-35

Resetting the Data Warehouse

9-36

Object Ownership in the DAC

9-37

Summary 9-38 Practice 9-1: Exploring the DAC

9-39

10 Configuring Analytical Applications

Objectives 10-2 Configuration Required Before a Full Load

Initial Extract Date

10-4

Global Currencies

10-5

10-3

Exchange Rate Types

Fiscal Calendars

DATASOURCE_NUM_ID 10-8

Setting General Ledger Account Hierarchies Using Flexfield Value

10-6

10-7

Sets Definitions

10-9

viii

Oracle Internal & Oracle Academy Use Only

Mapping Oracle GL Natural Accounts to Group Account Numbers Creating a New Metric Based on a New Group Account Number

Create a New Group Account Number

Duplicate an Existing Measure

10-13

10-14

10-11

10-12

Rename the Measure and Modify the Filter

10-15

Add the Measure to the Presentation Layer Summary 10-17 Practice 10-1 Overview:

10-16

Configuring Common Areas and Dimensions Before Running a Full Load Practice 10-2 Overview:

Configuring General Ledger Account Hierarchies

Practice 10-3 Overview:

Mapping Oracle GL Natural Accounts to Group Account Numbers Practice 10-4 Overview:

Creating a New Metric Based on a New Group Account Number

10-19

10-20

10-21

11 Customizing DAC Metadata and Running an Execution Plan

Objectives 11-2 Customizing DAC Metadata and Running an Execution Plan

11-3

Creating or Copying a Source System Container

Creating a Subject Area

11-5

11-4

Assembling a Subject Area

11-6

Creating an Execution Plan

11-7

Generating Execution Plan Parameters

Building an Execution Plan

Verifying DAC Server Is Started

Running an Execution Plan Monitoring an Execution Plan

Viewing Run History for an Execution Plan

Viewing Predefined Reports

Verifying Data

Summary 11-16 Practice 11-1 Overview: Customizing DAC Metadata

11-8

11-9

11-11

11-10

11-12

11-14

11-13

11-15

11-17

10-18

12 Customizing Oracle Business Analytics Warehouse Objectives 12-2 Customization 12-3

Customization Scenarios Upgrade Considerations

Customization Scenarios Upgrade Considerations

12-4

12-5

Type I Customization: Adding Columns to Existing Tables

12-6

Type I Customization: Extending Mappings

12-7

Type I Customization: Safe Path

12-8

Type I Customization: Extension Categories

12-9

Type I Customization: Impact of Customization on Upgrade

Type I Customization: Points to Remember

12-11

ix

12-10

Type I Customization: Typical Steps to Extend Mappings

12-12

Oracle Internal & Oracle Academy Use Only

Type II Customization: Adding Additional Tables

Type II Customizations: Considerations

Type II Customization: Required Columns

Type II Customization: DATASOURCE_NUM_ID

Type II Customization: Custom Folders

Type II Customization: Custom Workflows

Additional Customization Considerations

12-19

Table Definitions in Oracle Format

Update Strategy

ETL Process

Truncating Target Tables

ETL_PROC_WID 12-24

DATASOURCE_NUM_ID 12-25

Creating Indices

Naming Conventions

Configuring DAC

Summary

12-13

12-16

12-14

12-15

12-17

12-18

12-20

12-21

12-22

12-23

12-26

12-27

12-28

12-29

13 Adding Columns to an Existing Dimension Table Objectives 13-2

Type I Customization: Adding Columns to Existing Tables

Type I Customization Scenario

Type I Customization Steps

Step 1: Creating Custom SDE and SIL Folders in Informatica

Step 2: Copying SDE and SIL Mappings and Workflows to Custom Folders

Step 3: Building Custom SDE and SIL Mappings

Step 4: Editing Workflows

Step 5: Using DAC to Add New Column Objects to Data Warehouse

Step 6: Registering Custom Folders in DAC

Step 7: Modifying Existing DAC Tasks to Use Custom Mappings

13-3

13-4

13-5

13-6

13-8

13-9

13-10

13-11

and Workflows

13-12

Step 8: Creating a Custom Subject Area in DAC

Step 9: Creating and Running a Custom Execution Plan in DAC

Verifying Results

13-13

13-15

13-14

13-7

Summary 13-16 Practice 13-1: Creating a Custom SDE Mapping Practice 13-2: Creating a Custom SIL Mapping

Summary 13-16 Practice 13-1: Creating a Custom SDE Mapping Practice 13-2: Creating a Custom SIL Mapping

13-17

13-18

Practice 13-3: Adding DAC Tasks and Running Customized ETL

14 Adding a New Dimension in OBAW Objective 14-2

Type II Customization: Adding Additional Tables

Type II Customization Scenario

14-4

x

14-3

13-19

Type II Customization Steps

14-5

Oracle Internal & Oracle Academy Use Only

Step 1: Creating and Running DDL for New Tables

Step 2: Registering New Tables in DAC

Step 3: Setting Table Properties Step 4: Importing Table Columns

14-9

Step 5: Adding a Foreign Key Column to the Fact Table

Completing the Remaining Steps

Summary 14-12 Practice 14-1: Adding a New Dimension in OBAW

Practice 14-2: Creating an SDE Mapping to Load the Dimension

14-6

14-7

14-8

14-11

14-10

14-13

Staging Table

14-14

Practice 14-3: Creating an SIL Mapping to Load the Dimension Table

Practice 14-4: Creating an SDE Mapping to Load the Fact Staging Table

Practice 14-5: Creating an SIL Mapping to Load the Fact Table Practice 14-6: Adding DAC Tasks and Running Customized ETL

14-15

14-16

14-17

14-18

15 Integrating Security for Oracle Business Intelligence Applications Objectives 15-2

Oracle BI Security Options

Oracle BI Application Security

Security Manager

Synchronizing BI Server Groups

Oracle BI Presentation Services Administration Page

Synchronizing Presentation Catalog Groups Authorization 15-9

Data Security Integration

Ledger Data Security in Oracle EBS

Ledger Security in Oracle BI Applications

Ledger Security: USER System Variable

Ledger Security: EBS Single Sign-On Integration Session Variable

Ledger Security: EBS Security Context Initialization Block

Ledger Security: Ledgers Initialization Block Summary 15-17

15-3

15-4

15-5

15-6

15-7

15-8

15-10

15-11

15-12

15-13

15-15

15-16

16 Managing OBAW Performance Objectives 16-2 Maximizing the OBAW Performance Common Performance Bottlenecks

Performance Overview

Informatica Server Throughput

ETL Parallel Processing

16-5

16-7

16-6

16-3

16-4

15-14

ETL Parallel Processing: Example

16-8

ETL Performance Troubleshooting

16-9

ETL Performance Leading Practices

16-10

OBAW Database Server Throughput

16-11

xi

OBAW Database: Indices

16-12

Oracle Internal & Oracle Academy Use Only

OBAW Database: Optimizer Statistics

OBAW Database: Aggregate and Subdimension Tables

Aggregate Tables: Examples

Subdimension Tables: Examples Summary 16-17

16-13

16-15

16-16

16-14

Appendix A: Exploring the Date Dimension

Date Dimension

A-2

W_DAY_D A-3

Star Schema with Date Dimension: Example

Source System Parameters Considerations A-6

A-5

xii

A-4

Oracle Internal & Oracle Academy Use Only

Course Introduction Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Course Introduction

Course Introduction Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle Internal & Oracle Academy Use Only

Lesson Agenda

This lesson provides an introduction to:

Instructor and class participants

Training site information

Course:

Audience

Prerequisites

Goal

Objectives

Methodology

Materials

Agenda

– Objectives – Methodology – Materials – Agenda Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 2

Oracle Internal & Oracle Academy Use Only

Instructor and Class Participants

Who are you?

Name

Company

Role

What is your prior experience?

Business intelligence

Data warehouse design

Database design

How do you expect to benefit from this course?

design • How do you expect to benefit from this course? Copyright © 2010, Oracle and/or

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 3

Oracle Internal & Oracle Academy Use Only

Training Site Information

Bathrooms

Training Site Information • Bathrooms • Telephones • Fire exits • Class duration and breaks •

Telephones

Training Site Information • Bathrooms • Telephones • Fire exits • Class duration and breaks •
Training Site Information • Bathrooms • Telephones • Fire exits • Class duration and breaks •

Fire exits

Information • Bathrooms • Telephones • Fire exits • Class duration and breaks • Meals and

Class duration and breaks

Telephones • Fire exits • Class duration and breaks • Meals and refreshments • Questions? Copyright

Meals and refreshments

Questions?

and breaks • Meals and refreshments • Questions? Copyright © 2010, Oracle and/or its affiliates. All
and breaks • Meals and refreshments • Questions? Copyright © 2010, Oracle and/or its affiliates. All
and breaks • Meals and refreshments • Questions? Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 4

Oracle Internal & Oracle Academy Use Only

Course Audience

This course is designed for:

Technical architects

Technical business analysts

Configurators or developers

Application administrators

Database administrators

• Application administrators • Database administrators Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 5

Oracle Internal & Oracle Academy Use Only

Course Prerequisites

Recommended:

Working knowledge of Informatica PowerMart or PowerCenter

Basic knowledge of SQL

Domain experience in business intelligence, data warehouse design, dimensional modeling, and database design

warehouse design, dimensional modeling, and database design Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 6

Oracle Internal & Oracle Academy Use Only

Course Goal

To enable students to install, design, customize, and configure Oracle Business Intelligence (BI) Applications and Oracle Business Analytics Warehouse

(BI) Applications and Oracle Business Analytics Warehouse Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 7

Oracle Internal & Oracle Academy Use Only

Course Objectives

Explore Oracle Business Intelligence Applications and the Oracle Business Analytics Warehouse (OBAW) foundational concepts and architecture.

Install and configure Oracle BI Applications

Explore the prebuilt extract, transform, and load (ETL) metadata for Oracle BI Applications

Use the Data Warehouse Administration Console (DAC) to run ETL routines to populate the OBAW

Customize DAC metadata

Customize and extend the OBAW

Manage the security and performance of Oracle BI Applications

the security and performance of Oracle BI Applications Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 8

Oracle Internal & Oracle Academy Use Only

Course Methodology

Subject matter is delivered by:

Lecture and slide presentations

Software demonstrations

Class discussions

Hands-on practices

• Class discussions • Hands-on practices Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 9

Oracle Internal & Oracle Academy Use Only

Course Materials

Student Guide

All slides presented during lecture

Student notes

Activity Guide

Hands-on practices and solutions

• Activity Guide – Hands-on practices and solutions Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 10

Oracle Internal & Oracle Academy Use Only

Course Agenda

Day One:

Lesson I: Course Introduction

Lesson 1: Oracle Business Intelligence Applications Overview

Lesson 2: Oracle Business Intelligence Applications Architecture Overview

Lesson 3: Oracle Business Analytics Warehouse Content

Lesson 4: Installing Oracle Business Intelligence Applications

4: Installing Oracle Business Intelligence Applications Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 11

Oracle Internal & Oracle Academy Use Only

Course Agenda

Day Two:

Lesson 5: Understanding the ETL Process

Lesson 6: Working with Informatica Designer

Lesson 7: Working with Informatica Workflow Manager

Lesson 8: Exploring SDE and SIL Mappings

Lesson 9: Working with the Data Warehouse Administration Console

9: Working with the Data Warehouse Administration Console Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 12

Oracle Internal & Oracle Academy Use Only

Course Agenda

Day Three:

Lesson 10: Configuring Analytical Applications

Lesson 11: Customizing DAC Metadata and Running an Execution Plan

Lesson 12: Customizing the Oracle Business Analytics Warehouse

Lesson 13: Adding Columns to an Existing Dimension Table

Lesson 13: Adding Columns to an Existing Dimension Table Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 13

Oracle Internal & Oracle Academy Use Only

Course Agenda

Day Four:

Lesson 14: Adding a New Dimension in the Oracle Business Analytics Warehouse

Lesson 15: Integrating Security for Oracle Business Intelligence Applications

Lesson 16: Managing OBAW Performance

Applications • Lesson 16: Managing OBAW Performance Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 14

Oracle Internal & Oracle Academy Use Only

Summary

This lesson provided an introduction to the:

Instructor and class participants

Training site information

Course:

Audience

Prerequisites

Goal

Objectives

Methodology

Materials

Agenda

– Objectives – Methodology – Materials – Agenda Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

I - 15

Oracle Internal & Oracle Academy Use Only

Oracle Internal & Oracle Academy Use Only

Oracle Business Intelligence Applications Overview Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle Business Intelligence Applications Overview

Oracle Business Intelligence Applications Overview Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle Internal & Oracle Academy Use Only

Objectives

After completing this lesson, you should be able to:

Describe Oracle Business Intelligence (Oracle BI) Applications

Explain the key components of Oracle BI Applications

Describe Oracle BI Applications integration with transactional applications

BI Applications integration with transactional applications Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 2

Oracle Internal & Oracle Academy Use Only

The Evolving Role of Business Intelligence

From:

Analysts

Historical data

Fragmented view

Reporting results

Analytic tools

To:

Pervasive use

Real-time, predictive data

Unified, enterprise view

Insight-driven business process optimization

Unified infrastructure and prebuilt analytic solutions

Unified infrastructure and prebuilt analytic solutions Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

The Evolving Role of Business Intelligence The role of business intelligence in an enterprise is undergoing a change:

• Usage is moving from a few analysts to pervasive use across many organizational functions. This is supported by the use of prebuilt applications that support multiple roles.

• Data storage is moving from purely historical information to up-to-the-minute analysis, and even predictive data that allows analysis into the future.

• Organizations want to bring together formerly fragmented silos of information, often stored in transactional systems, into a unified enterprise view of their organization.

• There is a trend toward using prebuilt BI Applications that offers packaged value instead of building individual reports on an as-needed basis using Analytics tools.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 3

Oracle Internal & Oracle Academy Use Only

Enterprise Performance Management System

Web

Office

Desktop

Mobile

Performance Management Applications

 

BI APPLICATIONS

 

Sales

Svcs.

Mktg.

Contact

Order

Supply

HR Finance

 

Center

Mgmt.

Chain

Business Intelligence Foundation

Fusion Middleware

Chain Business Intelligence Foundation Fusion Middleware OLTP & ODS Data Warehouse Essbase SAP, Oracle,

OLTP & ODS

Data Warehouse

Essbase

SAP, Oracle, Siebel,

Excel

Business

Systems

Data Mart

PeopleSoft, Custom

XML

Process

Systems Data Mart PeopleSoft, Custom XML Process Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Enterprise Performance Management System Oracle’s Enterprise Performance Management system is a portfolio of technology and applications that include management applications for category-leading financial performance, operational BI applications, BI foundation, and tools. It also leverages Oracle’s Fusion Middleware technologies, such as Oracle Application Server and Oracle Identity Management. The top layer is the information delivery layer. This pervasive access layer allows information to be personalized and delivered based on individual needs and roles in the organization through Web-based dashboards or Microsoft Office products. Additionally, alerts can be pushed to mobile devices to notify managers of emerging issues or growing variances. Financial Performance Management Applications are a modular suite of integrated applications that support the entire financial management cycle of goal setting, modeling, planning, monitoring, analysis, and reporting. Business Intelligence Foundation is the core technology of Oracle’s EPM system. It uses a common enterprise information model as the consistent semantic layer. Fusion Middleware provides an open, comprehensive, standards-based approach for deploying service-oriented architectures (SOAs) using Web services, an enterprise service bus, and the Oracle BPEL (Business Process Execution Language) Process Manager. Its portfolio includes products for integration, business process management, business intelligence and data management, developer tools for applications, and many other components.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 4

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications: Overview Service & Order Supply Human Sales Contact Marketing Management Financials
Oracle BI Applications: Overview
Service &
Order
Supply
Human
Sales
Contact
Marketing
Management
Financials
Chain
Resources
Center
& Fulfillment
Oracle BI Applications
Proactive Interactive Reporting & Ad hoc Disconnected MS Office Web Detection Dashboards Publishing Analysis
Proactive
Interactive
Reporting &
Ad hoc
Disconnected
MS Office
Web
Detection
Dashboards
Publishing
Analysis
Analytics
Plug-in
Services
and Alerts
Oracle BI Suite EE
PeopleSoft Siebel DW Schema SAP Packaged Universal ETL maps adaptors
PeopleSoft
Siebel
DW Schema
SAP
Packaged
Universal
ETL maps
adaptors
DW Schema SAP Packaged Universal ETL maps adaptors IVR, ACD, CTI MS Excel Other data sources

IVR, ACD, CTI MS Excel Other data sources

maps adaptors IVR, ACD, CTI MS Excel Other data sources Copyright © 2010, Oracle and/or its

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications: Overview Oracle BI Applications is a complete, prebuilt Business Intelligence solution that both delivers intuitive, role-based intelligence for everyone in an organization, from frontline employees to senior management, and enables better decisions, actions, and business processes. Oracle BI Applications is a complete, end-to-end BI environment that includes the Oracle BI EE platform and the prepackaged analytic applications. The platform includes a server and end-user tools such as dashboards, query and analysis, enterprise reporting, and disconnected access to data, all supported by a unified, model-centric server architecture. On top of this platform, Oracle BI Applications consumes transactional operational data sources via packaged extract, transform, and load (ETL) mappings, and metadata, which load a data warehouse for analysis. Analyzing the data warehouse, Oracle BI Applications delivers role- based analysis via prebuilt reports, dashboards, alerts, briefing books, and other channels provided by the platform.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 5

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications: Multisource Analytics

Auto

Comms

Complex

Consumer

 

Energy

Financial

High

Insurance

Life

 

Public

Travel

& Media

Mfg

Sector

Services

Tech

& Health

Sciences

Sector

& Trans

Sales

 

Service &

Marketing

Order Management

Supply

Financials

 

Human

Resources

Contact Center

 

& Fulfillment

Chain

Pipeline

 

Churn

Campaign

 

Order

Supplier

A/R & A/P Analysis

   

Employee

Analysis

Propensity

Scorecard

Linearity

Performance

Productivity

Triangulated

 

Customer

Response

 

Orders

Spend

GL/ Balance

 

Compensation

Forecasting

Satisfaction

Rates

 

vs. Available

Analysis

Sheet Analysis

Analysis

 

Inventory

Sales Team

 

Resolution

Product

Cycle Time Analysis

Procurement

Customer

 

HR Compliance

Effectiveness

Rates

Propensity

Cycle Times

& Product

Reporting

 

Profitability

Up-sell/

Service Rep

Loyalty and

Backlog Analysis

Inventory

P&L Analysis

 

Workforce

Cross-sell

Effectiveness

Attrition

Availability

Profile

Cycle Time

Service Cost

Market Basket

Fulfillment Status

Employee

Expense

 

Turnover

Analysis

 

Analysis

Analysis

Expenses

Management

Trends

Lead

Service Trends

Campaign ROI

 

Customer

BOM

Cash Flow

 

Return on

Conversion

Receivables

Analysis

Analysis

Human Capital

Prebuilt adaptors:

P r e b u i l t a d a p t o r s

PeopleSoft

Siebel

SAP

Other Operational & Analytic Sources

 

Oracle BI Suite Enterprise Edition

 
  Oracle BI Suite Enterprise Edition   Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Multisource Analytics Oracle BI Applications covers everything in the enterprise: from demand chain—including sales, service, and marketing—to supply chain, and also the important back-office capabilities. In many cases, financial analytics combine with other applications to offer a breadth of analysis. For example, financial analytics may be combined with supply chain analytics to analyze performance with regard to procurement. Oracle BI Application families take advantage of the strengths of the Oracle BI EE platform to deliver packaged analytics content. Prebuilt ETL consumes information from multiple transactional sources—including Oracle eBusiness Suite (EBS), Peoplesoft, Siebel, SAP, and other operational systems—to deliver broad business insight into these applications. Applications include the general, role-based analytical application families as well as a number of specific, vertical applications tailored to specific industries—for example, automotive, high technology, and life sciences industries. Each Oracle BI application is discussed in detail in the slides that follow.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 6

Oracle Internal & Oracle Academy Use Only

Sales Analytics

Improves the effectiveness of a sales organization:

Analyze pipeline opportunities to determine actions required to meet sales targets

Determine which products and customer segments generate the most revenue

Understand which competitors are faced most often and how to win against them

Identify up-sell and cross-sell opportunities within existing accounts

and cross-sell opportunities within existing accounts Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Sales Analytics Oracle Sales Analytics provides hundreds of key performance indicators and more than 130 prebuilt reports in five customizable dashboards. These analytics solutions dramatically improve the effectiveness of a sales organization by providing real-time, actionable insight into every sales opportunity at the point of customer contact. With more accurate sales forecasts and enhanced identification of potential problems and opportunities, Oracle Sales Analytics helps close business faster and increase overall sales revenue. Sales Analytics analyzes pipeline opportunities and forecasts to determine the actions required to meet sales targets. The application determines which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell to them. It also evaluates which competitors are faced most often and how to win against them. Oracle Sales Analytics provides the following benefits:

• Analyzing pipeline opportunities to determine actions required to meet sales targets

• Determining which products and customer segments generate the most revenue

• Understanding which competitors are faced most often and how to win against them

• Identifying up-sell and cross-sell opportunities within existing accounts

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 7

Oracle Internal & Oracle Academy Use Only

Service Analytics

Provides a comprehensive customer service solution:

Monitor, analyze, and manage the service center based on key performance metrics

Track customer service representative performance

Provide customer service representatives a more complete view of a customer’s account

a more complete view of a customer’s account Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Service Analytics Oracle Service Analytics provides a comprehensive customer service solution, with hundreds of key performance indicators and more than 102 reports delivered in eight interactive dashboards. This consolidated view of customer service effectiveness leads to improved service levels while lowering service costs, and increased customer satisfaction that translates into higher revenue per customer. Oracle Service Analytics provides the following benefits:

Service Effectiveness: Monitor, analyze, and manage the service center based on key performance metrics such as service request aging and average resolution time, increasing customer satisfaction and reducing costs.

Employee Effectiveness: Understand customer service representative performance to enable improvements in employee productivity, effectiveness, training programs, and retention.

Customer Insight: Provide customer service representatives a more complete view of a customer’s account, potential value, and propensity to buy more products, enabling faster resolution of issues and increased cross-selling rates.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 8

Oracle Internal & Oracle Academy Use Only

Contact Center Telephony Analytics

Provides the ability to analyze all aspects of contact center performance:

Optimize performance across multiple service channels to maximize service effectiveness

Optimize staffing levels for anticipated call volumes and service request types

Gain insight into how training, tenure, and rewards impact agent performance

Track and measure initial incident-to-issue resolution rates.

Maximize cross-sell and up-sell rates

resolution rates. • Maximize cross-sell and up-sell rates Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Contact Center Telephony Analytics Oracle Contact Center Telephony Analytics provides organizations with powerful insight that enables them to analyze all aspects of contact center performance. Contact Center Telephony Analytics provides more than 72 reports in five interactive dashboards with hundreds of best- practice metrics, alerts, and key performance indicators (KPIs), enabling companies to take targeted action to improve employee productivity, reduce costs, and increase customer satisfaction. Oracle Contact Center Telephony Analytics provides the following benefits:

Customer Service: Optimize performance across multiple service channels to achieve greater process efficiency and maximize service effectiveness and customer satisfaction.

Agent Performance: Increase service effectiveness while minimizing costs, optimize staffing levels for anticipated call volumes and service request types, and gain insight into how training, tenure, and rewards impact agent performance.

Service and Delivery Cost: Track and measure initial incident-to-issue resolution rates, measure service costs by customer, channel, and product type to reduce overall service costs, and maximize customer satisfaction.

Contact Center Sales: Increase revenue per agent, maximize cross-sell and up-sell rates, and maximize revenue performance across customer, product, service, and regions.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 9

Oracle Internal & Oracle Academy Use Only

Marketing Analytics

Provides a complete, up-to-the-minute picture of customer preferences, buying behavior, and profitability:

Achieve better campaign response rates

Profile customers for more effective event-based promotion

Allocate resources more effectively by identifying what drives campaign results

Track and measure campaign effectiveness in real time

Compare individual campaign results to target metrics

Gain better insight into segmentation characteristics

• Gain better insight into segmentation characteristics Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Marketing Analytics Oracle Marketing Analytics provides the ability to obtain maximum results from marketing investments by providing the entire marketing team with a complete, up-to-the-minute picture of customer preferences, buying behavior, and profitability. Oracle Marketing Analytics helps you to develop closer, more valuable customer and prospect relationships and improve marketing effectiveness. Oracle Marketing Analytics provides the following benefits:

Marketing Planning: Achieve better campaign response rates, profile customers for more effective event-based promotion, and allocate resources more effectively by identifying what drives campaign results.

Campaign Performance: Track and measure campaign effectiveness in real time, understand factors that drive campaign results and lead conversion rates, and compare individual campaign results to target metrics.

Customer Insight: Understand product affinity for targeted promotions, profile customers’ buying behavior for more effective promotions, and gain better insight into segmentation characteristics.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 10

Oracle Internal & Oracle Academy Use Only

Supply Chain and Order Management Analytics

Provides insight into order and inventory data so you can make better decisions in each stage of the order lifecycle:

Improve revenue recognition with faster order to booking conversion and fewer bottlenecks in the order-to-cash cycle

Improve inventory management for those products that consistently fall into backlog due to a lack of appropriate stock levels

Gain visibility into inventory activities to minimize unnecessary expenditures and optimize inventory to conserve working capital

and optimize inventory to conserve working capital Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Supply Chain and Order Management Analytics Oracle Supply Chain and Order Management Analytics delivers deep customer insight into order and inventory data so you can make better decisions in each stage of the order lifecycle. Oracle Supply Chain and Order Management Analytics enables you to assess inventory levels, determine likely product fulfillment needs before the order has been booked, quickly identify potential order backlog issues, and stay on top of critical accounts receivable (A/R) and days sales outstanding (DSO) issues. By leveraging actionable and fact-based insights, you can transform your current Supply Chain and Order Management processes to improve financial performance and customer satisfaction. Oracle Supply Chain and Order Management Analytics provides the following benefits:

Better Business Performance: Improve revenue recognition with faster order to booking conversion and fewer bottlenecks in the order-to-cash cycle.

Better Order Fulfillment: Improve inventory management for those products that consistently fall into backlog due to a lack of appropriate stock levels.

Better Inventory Management: Gain visibility into inventory activities to minimize unnecessary expenditures and optimize inventory to conserve working capital.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 11

Oracle Internal & Oracle Academy Use Only

Financial Analytics

Provides the ability to improve financial performance with complete, up-to-the-minute information on expenses and revenue contributions:

Assess cash-management

Monitor operational effectiveness of the payables department to ensure the lowest transaction costs

Monitor DSOs and cash cycles to manage working capital

Manage financial performance across locations, customers, products, and territories

Identify the most profitable customers, products, and channels

Understand profitability drivers across regions, divisions, and profit centers

drivers across regions, divisions, and profit centers Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Financial Analytics Understand and manage the key drivers of shareholder value and profitability. Oracle Financial Analytics helps frontline managers improve financial performance with complete, up-to-the- minute information on their department’s expenses and revenue contributions. Hundreds of key performance indicators and more than 200 reports enable financial managers to improve cash flow, lower costs, and increase profitability while maintaining more accurate, timely, and transparent financial reporting that helps ensure Sarbanes-Oxley compliance. Oracle Financial Analytics provides the following benefits:

Payables: Assess cash-management and monitor operational effectiveness of the payables department to ensure the lowest transaction costs.

Receivables: Monitor DSOs and cash cycles to manage working capital, manage collections, and control receivables risk.

General Ledger: Manage financial performance across locations, customers, products, and territories, and receive real-time alerts on events that may impact the financial condition.

Profitability: Identify most profitable customers, products, and channels, and understand profitability drivers across regions, divisions, and profit centers.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 12

Oracle Internal & Oracle Academy Use Only

Human Resource Analytics

Provides the ability to improve overall workforce performance and managerial effectiveness:

Understand how compensation impacts performance

Align incentive compensation with objectives and company goals

Assess HR performance against recruitment and retention goals

Understand drivers of employee turnover

Reduce time and cost of compliance reporting

turnover • Reduce time and cost of compliance reporting Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Human Resource Analytics Oracle Human Resources Analytics helps organizations improve overall workforce performance and managerial effectiveness while reducing costs. With numerous key performance indicators, more than 85 reports, and four dashboards, Oracle Human Resources Analytics provides human resources (HR) professionals and frontline managers with the tools to gain up-to-the-minute insight into productivity levels across an organization. The resulting benefits help reduce workforce costs, increase employee productivity, effectively manage employee compensation, improve retention, and reduce voluntary turnover. Oracle Human Resources Analytics provides the following benefits:

Compensation: Understand how compensation impacts performance, ensure compensation is equitable and consistent across roles, and align incentive compensation with objectives and company goals.

HR Performance: Assess HR performance against recruitment and retention goals, monitor and improve employee productivity, and assess compensation competitiveness to attract top talent.

Retention: Understand drivers of employee turnover, proactively identify top performers who are likely to be recruited by competitors, and reduce recruiting and involuntary termination costs.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 13

Oracle Internal & Oracle Academy Use Only

Human Resource Analytics (continued)

Workforce Profile and Compliance: Reduce time and cost of compliance reporting, increase employee satisfaction and retention, and manage overall profile and background of workforce.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 14

Oracle Internal & Oracle Academy Use Only

Procurement and Spend Analytics

Provides the ability to optimize supply-side performance by integrating data from across the enterprise value chain:

Gain detailed visibility into direct and indirect spending

Identify opportunities to consolidate spending and reduce costs

Monitor price, delivery, and product quality to determine best- and worst-performing suppliers

quality to determine best- and worst-performing suppliers Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Procurement and Spend Analytics Oracle Procurement & Spend Analytics provides the ability to optimize supply-side performance by integrating data from across the enterprise value chain and enables executives, managers, and frontline employees to make more informed decisions. Oracle Procurement and Spend Analytics increases visibility into the complete procure-to-pay process, including comprehensive spend- and-procurement analysis, supplier performance analysis, and supplier payables analysis. Through complete end-to-end insight into the factors that impact company performance, you can significantly reduce costs, enhance profitability, increase customer satisfaction, and gain competitive advantage. Oracle Procurement and Spend Analytics provides the following benefits:

Improved Procurement and Spend: Gain detailed visibility into direct and indirect spending, and identify opportunities to consolidate spending and reduce costs.

Better Supplier Performance: Monitor price, delivery, and product quality to determine best- and worst-performing suppliers.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 15

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications Components

Oracle BI Applications includes four key components:

Prebuilt data warehouse with conforming dimensions

Prebuilt ETL to extract data from Oracle and non-Oracle sources

Premapped metadata embedding best practices for metrics and KPIs

Best practice library of dashboards and reports

KPIs • Best practice library of dashboards and reports Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

BI Application Components Oracle BI Applications includes the same four key components:

• A prebuilt data warehouse data model that is optimized for the various supported databases. This data model incorporates the best practices that have been used in BI, decision support, and data warehousing. For example, there are more than 15 star schemas designed for analysis and reporting on Financial Analytics.

• Prebuilt ETL logic that extracts and transforms data using a source-specific understanding of the supported transactional system before loading it into the data warehouse data model. The prebuilt ETL extracts data from over 3,000 operational tables and loads it into the data warehouse, sourced from SAP, Peoplesoft, Siebel, Oracle E-Business Suite, and other sources.

• Premapped metadata, which connects the physical data sources, provides logical models defining all the key performance indicators (KPI) and metrics, and finally defines the presentation of data in a role-based way to the users of the system. For example, there are different prebuilt presentations for roles such as Finance Managers, Procurement Managers, Call Center Agents, Sales Representatives, and so on.

• A library of metrics, reports, and alerts that are embedded in Interactive Dashboards and presented to users on the basis of individual roles, such as CFO, Finance Controller, Financial Analyst, AR/AP Managers, and Executives.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 16

Oracle Internal & Oracle Academy Use Only

Common Enterprise Information Model

Unified metadata model provides consistent information across the enterprise PRESENTATION LAYER Role-based views of the
Unified metadata model provides consistent information across
the enterprise
PRESENTATION LAYER
Role-based views of the
information relevant to users
User roles, preferences
Simplified view
Logical SQL interface
SEMANTIC OBJECT LAYER
Consistent definition of business
measures, metrics, and calculations
• Dimensions
• Hierarchies
• Measures
• Calculations
• Aggregation Rules
• Time Series
PHYSICAL LAYER
Model once, deploy everywhere
• Map Physical Data
• Connections
• Schema
Across any data sources
Across any data sources

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Common Enterprise Information Model Oracle BI Applications is built on the Oracle Business Intelligence Foundation. At the heart of the Oracle Business Intelligence Foundation is a key technology differentiator for Oracle—the Common Enterprise Information Model. This is a unified metadata model, which is accessed by all the end user tools, so every end user and every department across the enterprise has the same consistent view of information, tailored to their role. As a result, organizations no longer need to maintain multiple metadata environments for different types of users. Oracle provides the ability to “model once, deploy everywhere.” The metadata model consists of three tiers:

• The physical layer enables you to import the table structures of your existing data sources.

• The semantic layer enables you to create a simplified representation of multiple data sources, creating a logical model of your business in ways your managers think about it— dimensions, hierarchies, and metrics.

• The presentation layer further simplifies this model making the data appear to end users as a single data source with a single table structure of dimensions, measures, and derived measures. This common enterprise information model enables you to define key metrics and calculations in one place, assuring that everyone has a consistent view of information (tailored to their role) and assuring alignment across departments.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 17

Oracle Internal & Oracle Academy Use Only

Analytic Workflows

Business objectives/ issues Is Overdue Balances trending up? Gain insights How long is the underlying
Business
objectives/
issues
Is Overdue Balances
trending up?
Gain
insights
How long is the
underlying Overdue
Balance pending?
Who are the Customers
and Collectors?
Drill to
Overdue Invoice Detail.
Take action
Target collection efforts to
reduce overdue balances.
Maximize Cash Flow Is DSO on target? Is DPO on target? Are Payment Terms in
Maximize Cash Flow
Is DSO on target?
Is DPO on target?
Are Payment Terms
in compliance?
What is the aging of Due Balances?
What is the aging of Due Balances?
What is the aging of Due Balances?

What is the aging of Due Balances?

What is the aging of Due Balances?
What is the aging of Due Balances?
Drill to Due Balances by Region.
Drill to Due Balances by Region.
Drill to Due Balances by Region.

Drill to Due Balances by Region.

Drill to Due Balances by Region.
Drill to Due Balances by Region.
aging of Due Balances? Drill to Due Balances by Region. Copyright © 2010, Oracle and/or its
aging of Due Balances? Drill to Due Balances by Region. Copyright © 2010, Oracle and/or its
aging of Due Balances? Drill to Due Balances by Region. Copyright © 2010, Oracle and/or its

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Analytic Workflows Analytic workflows are built around standard paths of discovery for business issues. In this example, a Director of Credits and Collections in the Receivables function of Finance and Accounting is monitoring the “Maximize Cash Flow” objective. This objective is composed of several key questions and KPIs around Days Sales Outstanding (DSO), Days Payable Outstanding (DPO), and others. Each one of these subsequently leads to more questions about the core components of the KPI—for example, DSO being on target requires overdue balances to be on target, customers to be paying in line with their terms, and so on. These workflows are supported in Oracle BI Applications as standard exploration paths.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 18

Oracle Internal & Oracle Academy Use Only

Analytic Workflows

Maximize Cash Flow Is DSO on target? Is Overdue Balances trending up?
Maximize Cash Flow
Is DSO on target?
Is Overdue Balances
trending up?
Flow Is DSO on target? Is Overdue Balances trending up? How long is the underlying Overdue
Flow Is DSO on target? Is Overdue Balances trending up? How long is the underlying Overdue
How long is the underlying Overdue Balance pending?

How long is the underlying Overdue Balance pending?

How long is the underlying Overdue Balance pending?
How long is the underlying Overdue Balance pending?
How long is the underlying Overdue Balance pending?
Who are the Customers? Drill to Overdue Invoice Detail.
Who are the Customers?

Who are the Customers?

Who are the Customers?
Who are the Customers?
Who are the Customers? Drill to Overdue Invoice Detail.
Drill to Overdue Invoice Detail.

Drill to Overdue Invoice Detail.

Drill to Overdue Invoice Detail.
Drill to Overdue Invoice Detail.
Who are the Customers? Drill to Overdue Invoice Detail.

Target collection efforts to reduce overdue balances.

Target collection efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its
Target collection efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its
Target collection efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its

Drill to Detail

efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its affiliates. All
efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its affiliates. All
efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its affiliates. All
efforts to reduce overdue balances. Drill to Detail Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Analytic Workflows (continued) Continuing with the example from the previous slide, following one branch of the “Maximize Cash Flow” analytic workflow, each part of the flow is supported by prebuilt reports and navigation that allow users to easily drill down to further levels of detail as required. Because the application and the supporting data warehouse model, and ETL are built to capture information at the transaction-line level, users can easily drill down from the summary information to the most atomic level of information. Ultimately this allows the user to not only monitor progress on an objective, but also to easily navigate to the right information, so that in the end any required corrective action can be proactively taken. Notice, for example, that in the “Take Action” area of the workflow, the user is drilling down from the BI Application’s transactional invoice level report back to the originating transactional application to take action in the operational system.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 19

Oracle Internal & Oracle Academy Use Only

Speeds Time to Value and Lowers TCO

Build from the beginning with traditional BI tools

Oracle BI Applications

Training/Rollout Define Metrics & Dashboards DW Design Training/Rollout Define Metrics & Dashboards
Training/Rollout
Define Metrics
& Dashboards
DW Design
Training/Rollout
Define Metrics
& Dashboards
Back-end
ETL and
DW Design
Mapping
Back-end
ETL and
Mapping

Oracle BI Applications solutions approach:

Faster time to value

Lower TCO

Assured business value

Easy to use, easy to adapt

Prebuilt DW design, adapts to your EDW Role-based dashboards and thousands of predefined metrics

Prebuilt Business Adaptors for Oracle, PeopleSoft, Siebel, SAP, and others

Adaptors for Oracle, PeopleSoft, Siebel, SAP, and others Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Speeds Time to Value and Lowers TCO Compared with a traditional business intelligence deployment, which entails using ETL and BI platforms to build, load, and report on a custom data warehouse schema, Oracle BI Applications can provide a significant benefit in the value and total cost of ownership (TCO). The prebuilt nature of the applications, including the data warehouse data model and ETL, BI metadata, and reports and dashboards, allows significant savings in deployment time, creating business value in the significantly reduced timeframes. Built-in best practices, KPIs, metrics, and workflows reduce time, ensure successful business analysis, and reduce TCO.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 20

Oracle Internal & Oracle Academy Use Only

Application Integration: Security

Shared security with Oracle EBS and Siebel CRM

EBS Security Integration

FND_User security

Shared responsibilities between Oracle EBS and Oracle BI Applications

Oracle Single Sign-On (SSO)

Siebel CRM Security Integration

Siebel native security

Shared responsibilities between Siebel CRM and Oracle BI Applications

Hot-Pluggable Security

Prebuilt security roles in BI Applications

Users/roles synchronized with selected security environment

Users/roles synchronized with selected security environment Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Application Integration: Security A shared security model between Oracle BI Applications and Oracle transactional applications supports SSO and enables a consistent view of the users and their hierarchies, and the roles within the organization. Oracle BI Applications is compatible with and shares user responsibilities with EBS and Siebel CRM security. Finally, prebuilt security roles in the BI Applications can be synchronized with additional security environments, for example Lightweight Directory Access Protocol (LDAP).

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 21

Oracle Internal & Oracle Academy Use Only

Application Integration: Action Links

Seamless navigation from analytical information to transactional detail while maintaining context

Works with Oracle EBS, Siebel CRM, PeopleSoft

context • Works with Oracle EBS, Siebel CRM, PeopleSoft Action Links Copyright © 2010, Oracle and/or

Action Links

Works with Oracle EBS, Siebel CRM, PeopleSoft Action Links Copyright © 2010, Oracle and/or its affiliates.
Works with Oracle EBS, Siebel CRM, PeopleSoft Action Links Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Application Integration: Action Links

Action Links allow navigation from Oracle BI Application reports back to Oracle EBS. Action Links can move into the EBS screens in the context of the record shown in the report. This can be accomplished by:

• Installing the appropriate EBS patch for SSO integration with Oracle BI EE

• Retrieving the URL for the EBS page that you want to drill down to

• Creating an Action Link with this URL to navigate to the Oracle Application page

It is important to note that the lowest grain of records possible is loaded into the Oracle BI Applications from EBS—for example, general ledger and inventory transactions, order and invoice lines, human resources employees, and events. Because of this, it is easy for users to drill from the high-level, summary BI information that is created from these details down to successively more detailed information until they reach the most granular levels possible. Once here, users may want to make changes to some of the transactional records related to this detailed information. Action Links make it easy to navigate from the detailed records in BI to records in the transactional system while maintaining context.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 22

Oracle Internal & Oracle Academy Use Only

Guided Navigation

Guided navigation:

Enables users to quickly navigate a standard path of analytical discovery specific to their function and role

of analytical discovery specific to their function and role Conditional navigation: • Appears only when conditions

Conditional navigation:

Appears only when conditions are met and alerts users to potential out-of-the-ordinary conditions that require attention

out-of-the-ordinary conditions that require attention Copyright © 2010, Oracle and/or its affiliates. All rights
out-of-the-ordinary conditions that require attention Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Guided Navigation Guided navigation and alerts drive the business user to greater insight and action. As a result, users are guided to make informed and effective decisions that enhance the performance of the entire organization. Guided navigation links enables users to quickly navigate a standard path of analytical discovery specific to their function and role. This enhances usability and lowers the learning curve for new users. It is also possible to set up conditional navigation links, which appear only when certain conditions are met, alert users to potential out-of-the-ordinary conditions that require attention, and guide users to the next logical step of analytical discovery.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 23

Oracle Internal & Oracle Academy Use Only

Deployment Options

Stand-alone dashboards

Portal integration

Embedded directly in Oracle EBS

• Portal integration • Embedded directly in Oracle EBS Copyright © 2010, Oracle and/or its affiliates.
• Portal integration • Embedded directly in Oracle EBS Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Deployment Options BI content can be published in line with other standard content in a number of contexts. Besides the traditional stand-alone dashboards shown through the client, Oracle BI Applications can be embedded into any JSR 168 standards–based portals such as Oracle Portal. Reports can also be embedded directly in the Oracle Application pages.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 24

Oracle Internal & Oracle Academy Use Only

Summary

In this lesson, you should have learned how to:

Describe Oracle Business Intelligence (Oracle BI) Applications

Explain the key components of Oracle BI Applications

Describe Oracle BI Applications integration with transactional applications

BI Applications integration with transactional applications Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

1 - 25

Oracle Internal & Oracle Academy Use Only

Oracle Internal & Oracle Academy Use Only

Oracle Business Intelligence Applications Architecture Overview Copyright © 2010, Oracle and/or its affiliates. All

Oracle Business Intelligence Applications Architecture Overview

Business Intelligence Applications Architecture Overview Copyright © 2010, Oracle and/or its affiliates. All rights

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle Internal & Oracle Academy Use Only

Objectives

After completing this lesson, you should be able to:

Describe the Oracle Business Intelligence (BI) Applications logical architecture

Explain the process flow of building the data warehouse

Employ the recommended deployment options to maximize data warehouse performance

List the components supporting the Oracle Business Analytics Warehouse (OBAW) and the functions performed by each core component

(OBAW) and the functions performed by each core component Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications 7.9: Implementation for Oracle EBS

2 - 2

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications Components

Oracle BI Applications includes four main components:

Prebuilt extract, transform, and load (ETL) processes and tools to configure, customize, manage, monitor, and maintain the OBAW

Prebuilt Informatica mappings and workflows

Informatica Integration Services for processing the prebuilt ETL mappings and workflows

Informatica tools for creating, customizing, extending, and testing the prebuilt Informatica mappings and workflows

Data Warehouse Administration Console (DAC) server and client with prebuilt metadata for configuring, running, and monitoring the ETL processes for source-specific containers

Prebuilt Oracle Business Analytics Warehouse data model with prebuilt star schemas and conforming dimensions

model with prebuilt star schemas and conforming dimensions Copyright © 2010, Oracle and/or its affiliates. All

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications Components Oracle Business Intelligence Applications includes four main components.

• Prebuilt extract, transform, and load (ETL) processes and tools that you can use to configure, customize, manage, monitor, and maintain the Oracle Business Analytics Warehouse. This includes:

- Prebuilt Informatica mappings and workflows used to load the OBAW

- Informatica Integration Services for processing the prebuilt ETL mappings and workflows

- Informatica tools for creating, customizing, extending, and testing the prebuilt Informatica mappings and workflows

- The Data Warehouse Administration Console (DAC) server and client with prebuilt metadata for configuring, running, and monitoring the ETL processes for source- specific containers

• A prebuilt Oracle Business Analytics Warehouse data model with prebuilt star schemas and conforming dimensions

Oracle BI Applications 7.9: Implementation for Oracle EBS

2 - 3

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications Components

Prebuilt Oracle BI Server repository

Logical business model mapped to physical data sources

Key performance indicators and metrics definitions

Presentation layer that exposes the business model to business users

Administration Tool for building and customizing the repository

Oracle BI Server for query processing

Prebuilt Oracle BI Presentation Catalog

Prebuilt Interactive Dashboards and Oracle BI Answers reports

Tools for modifying the prebuilt dashboards and reports

– Tools for modifying the prebuilt dashboards and reports Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications Components (continued)

• A prebuilt Oracle BI Server repository that includes a logical business model mapped to physical data sources, key performance indicators and metrics definitions, a Presentation layer to expose the business model to business users, an Administration Tool for building and customizing the repository, and the Oracle BI Server for query processing

• A prebuilt Oracle BI Presentation Catalog that includes prebuilt Interactive Dashboards and Oracle BI Answers reports, and tools for modifying the prebuilt dashboards and reports Because Oracle BI Applications provides a prebuilt data warehouse solution, you can focus on customizing and extending the prebuilt components to support your specific business requirements.

Oracle BI Applications 7.9: Implementation for Oracle EBS

2 - 4

Oracle Internal & Oracle Academy Use Only

Oracle BI Applications Architecture

Administration

Oracle BI Applications Architecture Administration Oracle BI Present- Dashboards by role ation services Reports,
Oracle BI Present- Dashboards by role ation services Reports, analysis/analytic workflows Metrics/KPIs Oracle BI
Oracle BI
Present-
Dashboards by role
ation
services
Reports, analysis/analytic
workflows
Metrics/KPIs
Oracle BI
Logical model/Subject areas
server
Metadata
Physical map
OBAW
Data model
Direct
access
Load process
to
source
Staging area
ETL
DAC
data
Extraction process

Role-based dashboards

Analytic workflow

Guided navigation

Security/visibility

Alerts and proactive delivery

Logical to physical abstraction layer

Calculations and metrics definition

Visibility and personalization

Dynamic SQL generation

Abstracted data model

Conformed dimensions

Heterogeneous database support

Database-specific indexing

Highly parallel

Multistage and customizable

Deployment modularity

Oracle SAP R/3 Siebel PSFT EDW Federated Data Sources Other
Oracle
SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
Other
SAP R/3 Siebel PSFT EDW Federated Data Sources Other Copyright © 2010, Oracle and/or its affiliates.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI Applications Architecture The Oracle BI Applications architecture can be divided into four components:

• Extract, transform, and load (ETL), including the Data Warehouse Administration Console (DAC), which is used to support extract from packaged and other source transactional data, and load into the OBAW data warehouse.

• Physical OBAW data warehouse data model for the Oracle Business Analytics Warehouse, which is designed to support multiple databases and provide an abstracted data model with conformed dimensions that support cross-domain analysis.

• Server repository metadata, which provides physical to logical mappings, calculations, and metrics, as well as security

• Presentation Catalog contents, including prebuilt role-based Interactive Dashboards, security, and analytics workflows and guided navigation

Oracle BI Applications 7.9: Implementation for Oracle EBS

2 - 5

Oracle Internal & Oracle Academy Use Only

ETL Overview