How I Transitioned from an E-Business Suite Development to an Oracle Business Intelligence Developer

Transcription

1 How I Transitioned from an E-Business Suite Development to an Oracle Business Intelligence Developer Presented by: Lamonte Bradley Company: BizTech Session ID: 12257

2 About BizTech Leading Mid-Atlantic Oracle Platinum Partner and IT Services firm focused on Oracle Applications and Technology solutions Over 400 successful Oracle implementations over the past 15 years Based in King of Prussia, PA with offices in New Jersey, New York City and Washington DC Service Fortune 500 companies, organizations and government agencies Oracle certified and experienced consultants

3 Overview Introductions Objective Oracle Business Intelligence? Key Components Oracle Reports OBIA Report Development Q & A

4 Objective Familiarize yourself with key tools of the Oracle Business Intelligence environment Learn the steps to quickly develop reporting analysis and dashboards

5 Oracle Business Intelligence?

6 Oracle Business Intelligence Platform for delivering BI across a range of data sources, applications, and business processes. Ad-hoc analysis, reports, and dashboards Contains a # of servers, analysis tools, 3 rd party plug-ins, and tools for managing metadata Release: OBI 11g

7 Oracle Business Intelligence Reporting Level Objects Data Integration Scorecards Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Office Integration Search Detect & Alert Collaborate Mobile Embedded Data Sources and Services OLTP & ODS Systems Data Warehouse Data Mart Exadata OLAP Sources Packaged Applications (Oracle, SAP, Others) Unstructured & Semi-Structured Excel XML/Office Business Process

8 Oracle Business Intelligence Another Look Mobile Scorecards Reports Office Integration Interactive Dashboards Applications & Portals Geospatial Visualization Search Ad-hoc Queries Collaboration

9 Oracle Business Intelligence To create a clearer understanding Scale down the Application/environment picture Focus on components for Analysis development Source Data Configuration Report setup

10 Oracle Business Intelligence 2-Main tools used in Analysis creation 1. Oracle Business Intelligence Administration 2. Oracle Business Intelligence Application (Answers)

11 Oracle Business Intelligence BI Repository (RPD) The metadata storage mechanism Model and map physical data sources to logical business representations Create sub-sets of data for specific presentations

12 BI Repository (RPD) 3-distinct layers: 1. Physical Layer metadata on the databases / data sources 2. Business Model and Mapping Layer logical dimensional model (Business Rules) 3. Presentation Layer Custom sub-sets of the BBM layer

13 Oracle Business Intelligence Application Task: Development of custom OBIA reports to replace current pool of EBS reports. 3 rd Party Application purchased by client, providing pre-packed database views for data sourcing Cash Management report needed, which data sourcing is not provided with 3 rd Party Application

14 Oracle Business Intelligence Application Cash Management Report: 5-fields displayed on the report Covering 3-tables from CE Schema Option to execute report based on 3-user input parameters

15 Oracle Reports Looking back at the Oracle Reports steps Data Source (SQL, View, Tables) Layout Parameters Execution

16 Oracle Reports Data Source EBS tables Report SQL created - selecting 7-fields covering 3-cash management based tables o o o CE_HEADERS_ALL CE_LINES_ALL CE_BANK_ACCOUNTS could also create a DB View

17 Oracle Reports Setup the report data source SQL Query

18 Oracle Reports Quick and dirty custom CM Report

19 Oracle Reports to OBIA Reports Data Source Layout Parameters Execution RPD Physical Layer Presentation/Apps Prompts/Filters Dashboards

20 Oracle Business Intelligence Application To develop a similar custom report in OBIA, lets assume the following conditions: o OBIA environment fully up and running o Required connections to EBS Source configured o Just need to connect to data source and create the report.

21 OBI Administration Tool Major development component for setup Connect to the Oracle BI Repository (RPD) Connection Details/data sources Define and maintain Business metadata

22 OBI Administration Tool

23 Admin Tool - RPD After login, File Open (Online, Offline) Opens the RPD, displaying the 3-layers

24 RPD Setup Physical Layer Locate and expand the database node Connection Pool (similar to TNS info for db) EBS source data tables listed

25 RPD Setup Business Model and Mapping Under the custom Subject Area node Drag and drop the source tables from the Presentation to the BMM layer

26 RPD Setup BMM Layer Business Model Diagram Shows connection of the 2-source tables Right clicking on objects display a menu of options

27 RPD Setup Presentation Layer Drag and drop data fields from the BMM to Presentation layer All report display fields, along with those needed for parameters (prompts and filters)

28 RPD Setup - Complete After completing the steps outlined Save the RPD Prompted to Check-In Objects (Yes) Check consistency (Yes) RPD Saved File - Close

29 Oracle Business Intelligence Application After the Admin Tool, another key tool in the Oracle BI environment for developing and executing Adhoc analysis, reports, dashboards is the OBI Application.

30 Oracle Business Intelligence Application

31 Oracle Business Intelligence Application To create a new Analysis-report Menu New Analysis Select Subject Area Left pane displays data fields for selection

32 OBI Application Analysis creation Under the Subject Area field listing Pane Double-clicking a field automatically places the field on the report The Results tab provides a quick display of the data results, based on fields selected Add Filters (conditions) to base data selection around Prompts which are the execution parameters, are best created at the Dashboard level

33 OBI Application - Dashboard Create a new Dashboard for execution of the custom Cash Management analysis/report Menu New Dashboard

34 OBI Application Dashboard Setup 1. Edit Dashboard 2. Drag and drop selectable objects from object pane onto dashboard window 3. Folder Analysis, Prompts 4. Save

35 OBI Application Execution of custom CM Report By way of call to Dashboard containing analysis

36 OBI Application Custom Analysis/Report

37 OBI Application Environment Review Platform for delivering BI across a range of data sources, applications, and business processes. Ad-hoc analysis, reports, and dashboards 2-main tools for analysis development (Admin, Application) 3-layers to the RPD (Physical, Business Model, Presentation)

38 Additional OBIA Components DAC ETL Defining security policies (Admin tool) Defining variables (Admin tool) Managing caching (Admin tool)

39 Questions? Comments?

40 THANK YOU Lamonte Bradley Sr. Technical Analyst