De-Mystifying OBIEE / Oracle Business Intelligence Applications Shyam Varan Nath OBIEE Architect, IBM Oct 17, 2012

Transcription

1 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

2 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

3 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 ExadataSIG IOUG Special Interest Groups Regular speaker at Oracle Open World (since 03), IOUG Collaborate (since 05), ODTUG-KScope(since 08), BIWA Summit and RUG s(ny/rm/sf/no/se etc.) Bachelor s from IIT-India, MBA and MS from Florida Atlantic University, Boca Raton, FL

4 Industry Landscape - BI Services and Products Business Intelligence Platform Providers

5 Gartner Survey Lists BI as Top Priority

6 Typical BI Analysis Question Show me Spend by Category by Vendor (On OLTP side you enter Invoices, GL accounts etc.)

7 Introduction to Star Schema

8 OLTP Circular Join OBIEE Star (Logical/Physical) BI Apps Other Extreme

9 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

10 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

11 OBI EE Plus vsbi Applications Oracle Business Intelligence Enterprise Edition Plus Oracle Business Intelligence Applications Prebuilt Metadata

12 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.

13 EPM / Hyperion / Essbase Essbaseis MOLAP or multi-dimensional database Hyperion applications are referred as Enterprise Performance Management Hyperion Financial Management (HFM) Hyperion Planning Capex Opex Workforce

14 OBIA High Level Flow

15 How we Solve Company s Business Questions by Implementing / Customizing OBIA Are expenses under control? [Source: Procurement] How s the revenue as compared to the plan? [Source: Projects] Who owes us money. Where do I have to take action? [Source: Financials] How s our utilization? (Future) [Source: Projects] What are our top service sales opportunities? [Source: CRM] Where do we need people and how quickly are we finding them? [Source: HCM]

16 Implementation Steps: BI Applications (Financial Analytics) 1 Start with Pre-built warehouse and star-schemas 3 for analysis and reporting on financial analytics Modify OBIEE metadata, calculations and metrics for financial analysts, executives and other business users, as needed Presentation layer Logical business model Physical sources 2 Customize ETL to extract data from different 4 operational tables and load it into the DW, as needed Deploy the dashboards, reports for different Finance Stakeholders

17 Dashboard / Reports Often Customized for Deployment Graph Sliders Visualizations Playback option

18 ETL Mapping Can Be Customized Using Informatica (Future ODI) Oracle EBS Source Table Source Qualifier Expression Transformation Mapplet output to Extract Mapping

19 Data Warehouse Administration Console (DAC) 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

20 Building Cross-Functional Analysis Dim Table Dimension Table Tables Products Dimension Dim Table Dimension Table Tables Sales Orders Fact Table Purchase Orders Fact Table Supply Chain & Order Management Analytics Time Dimension Procurement and Spend 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?

21 SCM Analytics Hierarchical Column

22 Human Resource Analytics Adding Disparate Sources Such as Payroll

23 Why Configure / Customize? Not all prebuilt content may be relevant (KPI s!) 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.

24 Oracle BI Apps Release / OBIEE 11g How can Oracle ERP Shops Check Applicability of BI Apps?

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26 DAC/Informatica What to Configure? 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

27 What to Configure Finance : DAC Example ERP Source System Independent Configuration DAC Parameters (PeopleSoft experience to limit the history)

28 How to Configure DAC Setting the Initial Extraction Date

29 How to Configure Reporting Currencies in DAC How to Set DAC Source System Parameters Containers Dropdown Global Currencies

30 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

31 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!

32 Security Changes (OBIEE 11g ) OBIEE 11g Security Model User>Group>Role WebLogic Server User Administration Group Administration Enterprise Manager Role Administration 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.

33 How to Configure OBIEE Security Provisioning Weblogic Security Providers Weblogic- Security Realms

34 How to Configure OBIEE Security Provisioning Security Users Weblogic Security Users

35 How to Configure OBIEE Security Provisioning Security Groups Weblogic-Security Groups

36 How to Configure OBIEE Security Provisioning Application Roles Enterprise Manager Mapping Security Users and Groups to Application Roles

37 How to Configure OBIEE Security Provisioning Application Roles Enterprise Manager Mapping Security Groups and Users to Application Roles

38 How to Configure OBIEE Security Provisioning Webcat Permissions Webcat: Folder and Object Permissions

39 How to Configure OBIEE Security Provisioning Subject Area Provisioning Metadata: Authorization on Subject Areas

40 How to Configure OBIEE Security Provisioning Application Role Data Provisioning Metadata: Authorization on Data (row-level security)

41 How to Configure OBIEE Security Provisioning Application Role Data Provisioning Metadata: Authorization on Data (row-level security)

42 Naming Standard Custom OBIEE Metadata: Physical Layer Customization: Extension Columns added to the physical group account table

43 Convergence of OBIEE / BI Apps & Advanced Analytics Spend Classification

44 Procurement and Spend Analytics

45 Procurement and Spend Analytics Expense Analysis Select Q3 Detail graph getting refreshed upon selecting Q3

46 Managing Spend AMEX Example

47 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 Travel and Food and Lodging and Entertainment Services Hotels and lodging and meeting facilities Meeting facilities Conference centers

48 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

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50 USD EUR JPY GBP CAD INR

51 How to Monitor Spend Classification Activities?

52 Oracle BI Applications Roadmap Oracle BI Applications Oracle BI Apps (OBIEE 11g compatibility) Upgraded and certified for OBIEE 11g Available Available Oracle BI Apps (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 (Fusion Apps theme) Incremental Fusion TCO improvements CxO Dashboards Leverage new BI Foundation speed of thought visualizations Oracle BI Apps 11g Unified Release (Fusion + AU) Informatica version 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 Applications for SAP Oracle BI Apps (SAP Source) SAP Financials ETL through ODI Available Oracle BI Apps (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"

53 New Directions -Fusion BI Architecture Pre-Packaged Reports & Dashboards Fusion Embedded Analytics Self-Service Query & Reporting Summary: Operational and Analytical Use of Essbase OBIEE 11g based BI Common Semantic Model OBIA OTBI OBIA Data Warehouse Real-Time Queries BI Common Semantic Model: Supports highly aggregated trending and real-time transaction listings from a single query model EBS, PSFT, JDE, Siebel, Other ETL BI View Objects Fusion Applications Transactional Database BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Apps data security Handle MLS

54 Wrap-Up Analysis Problem Overview of OBIEE / OBIA Technical Deep Dive of OBIA Spend Classification New Directions / EPM / BI CoE Wrap Up

55 SAVE THE DATE! COLLABORATE 13 April 7-11, 2013 Colorado Convention Center Denver, Colorado BIWA Summit 2 Day dedicated BI Event in Jan 9, near Oracle HQ, see for Call for Speakers

56 Questions? Contact Info: