De-Mystifying OBIEE / Oracle

Business Intelligence
Applications
Shyam Varan Nath
OBIEE Architect, IBM
Oct 17, 2012
East Coast Oracle User Group 2012
Thanks to: Florian, JV, Hari and several others who made this presentation possible
Agenda
Defining the BI Analysis Problem
Overview of OBIEE
Overview of Oracle BI Applications - OBIA
Technical Deep Dive of OBIA
Implementation steps configurations and
customizations e.g. currency
OBIA + Advanced Analytics
Wrap Up
About Shyam
OBIEE Architect with IBM GBS (Oracle BI Practice)
OCP since 1998 on 4 different DB versions, OBIEE / BI Apps
certified (OCS)
IOUG Board of Director (Product Integration)
President/Founder of BIWA SIG and Exadata SIG IOUG
Special Interest Groups
Regular speaker at Oracle Open World (since 03), IOUG
Collaborate (since 05), ODTUG-KScope (since 08), BIWA
Summit and RUGs (NY/RM/SF/NO/SE etc.)
Bachelors from IIT-India, MBA and MS from Florida Atlantic
University, Boca Raton, FL
Industry Landscape - BI Services and Products
Business Intelligence
Platform Providers
Gartner Survey Lists BI as Top Priority
http://www.forbes.com/sites/louiscolumbus/2012/09/16/why-cios-are-quickly-prioritizing-analytics-cloud-and-mobile/?partner=yahootix
Typical BI Analysis Question
Show me Spend by Category by Vendor
(On OLTP side you enter Invoices, GL accounts etc.)
Introduction to Star Schema
OLTP Circular Join OBIEE Star (Logical/Physical)
BI Apps
Other Extreme
Two Main BI/DW Options
Build - BI/ DW Grounds Up
Built to requirements
Build Data Model
Utilize DW features of Oracle
DB
Build ETL framework
Choices ODI / OWB
Informatica / DataStage
OBIEE Metadata (RPD)
Performance Considerations
Summary Tables / OLAP
Parallelism, Partitioning
Visualization / In-memory
In-house Maintenance
Functionality upgrade
ERP upgrade
Platform Upgrade
OS, DB etc.
Buy Start using Packaged
Analytics
Leverage pre-built application like
OBIA for Oracle ERP shops
Standard ERP/CRM in use like
EBS, PSFT, JDE, Siebel, Fusions
Apps, SAP etc
Quick install and Socialization
phase
Focus on Fit-Gap
Available Analytical Apps
Other sources
Dims, Hierarchies
Reports
Performance Considerations
Best Practices
Custom Tweaks
Align upgrades to OBIA Roadmap
Sample Solution Stack
Manufacturing Company
Let us take a mid-size
Manufacturing Company
JDE Edwards production data and
job profitability
Focus on analyzing Sales, Cost
Allocations, Profitability,
Manufacturing Processes at shop
floor
Possible machine sensor data
(Big Data)
OBIEE, ODI, BIP as tech stack, for
Oracle shop, grounds up
development
EPM / Essbase Integration
Considerations - Finance
S&OP Integration Considerations -
Demantra
Finance & Banking
Large Finance and Banking
Company
Global footprint with different
currencies involved
Oracle EBS or PeopleSoft as
ERP
Focus on Procurement efficiency
and Spend Reduction
Oracle BI Applications
Financial Analytics, Procurement
& Spend with possible Add-ons
for Advanced Analytics, Master
Data Management etc.
Integration with internal
processes and systems
OBI EE Plus vs BI Applications
Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications Prebuilt Metadata
ETL Considerations:
JD Edwards Tables
The JD Edwards table names are quite
cryptic
This shows that that for building
custom OBIEE solutions, deep ERP
knowledge is required
Need for data modeler, ETL/OBIEE
architect and developers
Resolved ETL mappings with help of
views on JDE side, flat files from main
frame.
EPM / Hyperion / Essbase
Essbase is MOLAP or multi-dimensional
database
Hyperion applications are referred as
Enterprise Performance Management
Hyperion Financial Management (HFM)
Hyperion Planning
Capex
Opex
Workforce
OBIA High Level Flow
Hows the revenue as
compared to the plan?
[Source: Projects]
Are expenses under
control?
[Source: Procurement]
Who owes us money. Where
do I have to take action?
[Source: Financials]
What are our top service
sales opportunities?
[Source: CRM]
Hows our utilization?
(Future)
[Source: Projects]
Where do we need people
and how quickly are we
finding them?
[Source: HCM]
How we Solve Companys Business Questions
by Implementing / Customizing OBIA
Modify OBIEE metadata, calculations and metrics
for financial analysts, executives and other
business users, as needed
Deploy the dashboards, reports for different
Finance Stakeholders
Customize ETL to extract data from different
operational tables and load it into the DW, as
needed
Start with Pre-built warehouse and star-schemas
for analysis and reporting on financial analytics
Presentation layer
Logical business model
Physical sources
1 3
2 4
Implementation Steps: BI Applications (Financial Analytics)
Graph Sliders
Playback option
Visualizations
Dashboard / Reports Often Customized for Deployment
Oracle EBS Oracle EBS
Source Table Source Table
Source Qualifier Source Qualifier
Expression Expression
Transformation Transformation
Mapplet Mapplet output to output to
Extract Mapping Extract Mapping
ETL Mapping Can Be Customized
Using Informatica (Future ODI)
For warehouse developers and ETL Administrator
Configure the ETL orchestration
Application Configuration
Execution & Recovery
Monitoring
Other tasks
Sequencing of the ETL tasks
Any changes to Indexes
Re-run the failed jobs or troubleshoot
Data Warehouse Administration
Console (DAC)
Products Products
Dimension Dimension
Time Time
Dimension Dimension
Supply Chain & Order Supply Chain & Order
Management Analytics Management Analytics
Q. How many of my top customers bought
products from my worst suppliers?
Q. Which of my top suppliers are also
my top customers?
Q. How many of my top customers bought
products from my worst suppliers?
Q. Which of my top suppliers are also
my top customers?
Sales Orders
Fact Table
Dim Table Dim Table
Dim Table Dim Table Dimension Dimension
Tables Tables
Procurement and Spend Procurement and Spend
Analytics Analytics
Purchase
Orders
Fact Table
Dim Table Dim Table
Dim Table Dim Table Dimension Dimension
Tables Tables
Building Cross-Functional Analysis
SCM Analytics Hierarchical Column
Human Resource Analytics Adding Disparate Sources Such as Payroll
Why Configure / Customize?
Not all prebuilt content may be relevant (KPIs !)
Prebuilt content gaps
Data model
ETL
Metadata
Dashboard & Reports
Unsupported source system(s)!
BI Application Specific Configurations
Finance, HR, Supply Chain, Sales ..
ERP source system Specific Configurations
PeopleSoft, Oracle EBS, Siebel CRM, JD Edwards .
Oracle BI Apps Release 7.9.6.3 / OBIEE 11g
How can Oracle ERP Shops Check Applicability of BI Apps?
What to Configure ?
DAC/Informatica
DAC Settings
Configuration files (.csv)
Informatica Mappings (if needed)
OBIEE
Metadata (RPD)
Reports/Dashboards (Webcat)
Database tier for Performance
Summary tables
Materialized Views
Partitioning of Fact tables
What to Configure Finance : DAC
Example ERP Source System Independent Configuration
http://docs.oracle.com/cd/E14223_01/bia.796/e14216/anyimp_oracle_apps.htm#BACFJCAF
DAC Parameters (PeopleSoft experience to limit the history)
How to Configure DAC
Setting the Initial Extraction Date
How to Configure Reporting Currencies in DAC
How to Set DAC Source System Parameters
Containers
Dropdown
Global Currencies
What to Configure DAC / Finance
Enterprise (Reporting) Calendars
Enables Cross Subject Area Analysis
12 periods, 13 periods, 4-4-5, Gregorian
Sources
Using the ERP Enterprise calendar
BI Apps Warehouse generated
Loaded from an external file
What to Configure Finance: DAC
Map GL Accounts to Financial Analytics - Group Accounts
Used in prebuilt
Balance Sheet and
other reports. Can
be completely
customized .
Great for
performance!
Security Changes (OBIEE 11g - 7.9.6.3)
OBIEE 11g Security Model User>Group>Role
RPD files now have RPD-specific passwords - used to
encrypt the contents.
Groups no longer exist in the RPD as objects. Data
access security is implemented based on application
roles to which a user belongs.
Server WebLogic
User Administration
Group Administration
Enterprise Manager
Role Administration
How to Configure OBIEE Security Provisioning
Weblogic Security Providers
Weblogic - Security Realms
How to Configure OBIEE Security Provisioning
Security Users
Weblogic Security Users
How to Configure OBIEE Security Provisioning
Security Groups
Weblogic - Security
Groups
How to Configure OBIEE Security Provisioning
Application Roles
Enterprise
Manager
Mapping
Security Users
and Groups to
Application
Roles
How to Configure OBIEE Security Provisioning
Application Roles
Enterprise
Manager
Mapping
Security
Groups and
Users to
Application
Roles
How to Configure OBIEE Security Provisioning
Webcat Permissions
Webcat: Folder and Object Permissions
How to Configure OBIEE Security Provisioning
Subject Area Provisioning
Metadata: Authorization on Subject Areas
How to Configure OBIEE Security Provisioning
Application Role Data Provisioning
Metadata: Authorization on Data (row-level security)
How to Configure OBIEE Security Provisioning
Application Role Data Provisioning
Metadata: Authorization on Data (row-level security)
Naming Standard Custom OBIEE Metadata: Physical Layer
Customization:
Extension Columns
added to the physical
group account table
Convergence of OBIEE / BI Apps
&
Advanced Analytics
Spend Classification
Procurement and Spend
Analytics
Detail graph
getting refreshed
upon selecting
Q3
Select Q3
Procurement and Spend Analytics Expense Analysis
Managing Spend
AMEX Example
What is Spend Classification?
An automated way to categorize the expenses
incurred / or invoices paid into meaningful categories
The meaningful categories can be industry standard
UNSPSC codes
90000000 Travel and Food and Lodging and
Entertainment Services
90110000 Hotels and lodging and meeting facilities
90111600 Meeting facilities
90111601 Conference centers
Option to OBIA P&S
Add-on component to Oracle
Business Intelligence Applications
Procurement and Spend
Classification
Add-on screens help to manage
Spend Classification
USD
EUR
JPY
GBP
CAD
INR
How to Monitor Spend Classification Activities?
Oracle BI Apps 11g Unified Release (Fusion + AU)
Informatica version
Oracle BI Applications Roadmap
Oracle BI Apps 11.1.1.5.1 (Fusion Apps theme)
Full suite of analytics for Fusion Applications
OTBI Oracle Transactional BI for Fusion Apps; real-time
analytics vs. warehouse based
Oracle BI Apps 11g Unified Release (Fusion + AU)
ODI version
Increased depth of existing Apps (predictive analytics, scorecards)
Combined support for Fusion Apps + Apps Unlimited + SAP + GBUs
Full uptake of OBIEE 11g, including new capabilities
Fusion v1.2 new features
New content for AU customers (see next slide)
Oracle BI Apps 7.9.7 (SAP Source)
SAP Financials
ETL through ODI
Available
Oracle BI Apps 7.9.6.3 (OBIEE 11g compatibility)
Upgraded and certified for OBIEE 11g
Available
Oracle BI Applications
Oracle BI Applications for SAP
Oracle BI Apps 7.9.7.1 (SAP Source)
SAP Procurement & Spend
SAP Supply Chain & Order Management
Localization, translation
ETL through ODI
"This information is not a commitment to deliver any material, code, or functionality. The development,
release, and timing of any features or functionality described remains at the sole discretion of Oracle"
Oracle BI Apps 11.1.1.6 (Fusion Apps theme)
Incremental Fusion TCO improvements
CxO Dashboards
Leverage new BI Foundation speed of thought visualizations
Available
New Directions - Fusion BI Architecture
Fusion Applications
Transactional Database
BI View Objects
BI View Objects:
Are single source of truth for BI
Represent facts and dimensions
Implement Apps data security
Handle MLS
EBS, PSFT,
JDE, Siebel,
Other
OBIA Data Warehouse
BI Common Semantic Model
ETL
BI Common Semantic Model:
Supports highly aggregated trending
and real-time transaction listings from a
single query model
OBIA OTBI
Real-Time
Queries
Pre-Packaged
Reports &
Dashboards
Fusion
Embedded
Analytics
Self-Service
Query &
Reporting
Summary:
Operational and Analytical
Use of Essbase
OBIEE 11g based
Wrap-Up
Analysis Problem
Overview of OBIEE / OBIA
Technical Deep Dive of OBIA
Spend Classification
New Directions / EPM / BI CoE
Wrap Up
SAVE THE DATE! SAVE THE DATE! SAVE THE DATE! SAVE THE DATE!
COLLABORATE 13 COLLABORATE 13 COLLABORATE 13 COLLABORATE 13
April 7 April 7 April 7 April 7- -- -11, 2013 11, 2013 11, 2013 11, 2013
Colorado Convention Center Colorado Convention Center Colorado Convention Center Colorado Convention Center
Denver, Colorado Denver, Colorado Denver, Colorado Denver, Colorado
http://collaborate13.ioug.org http://collaborate13.ioug.org http://collaborate13.ioug.org http://collaborate13.ioug.org
BIWA Summit 2 Day dedicated BI Event in Jan 9,10 2013 near
Oracle HQ, see http://BIWASummit.org for Call for Speakers
Questions?
Contact Info: SVNath@US.IBM.com
www.IBM.com