Which Reporting Tool Should I Use for EPM? Glenn Schwartzberg InterRel Consulting [email protected]

Transcription

1 Which Reporting Tool Should I Use for EPM? Glenn Schwartzberg InterRel Consulting [email protected]

2 Disclaimer These slides represent the work and opinions of the presenter and do not constitute official positions of Oracle or any other organization. This material has not been peer reviewed and is presented here with the permission of the presenter. This material should not be reproduced without the written permission of interrel Consulting. 3

3 How many reporting projects are implemented 4

4 Overall Themes from the BI Requirements Meetings One version of the truth. Ability to drill down to more detail. Avoid manual manipulation of data/automation. Accuracy/ Integrity issues and concerns A standard set of data and reports Manual, time intensive, resource intensive process to deliver reports. Limitations in multicurrency reporting and analysis. Easy to learn/easy to use. Ability to get data from multiple sources

5 Must Haves for End User Presentation Consistent Easy to use Interactive Flexible Fast Seamless Efficient Thin client Minimal training required

6 So which Reporting Tool Should you Use? 7 OBIEE Smart View Hyperion Financial Reports Interactive Reporting Web Analysis

7 Near Death Web Analysis Interactive Reporting Rest in peace

8 9 Which Path is the right path? Focus development and support efforts in OBIEE/OBA Use Essbase, FR and Smart View

9 Focus development and support efforts in OBIEE 10 Advantages Considerations Enterprise wide technology Focuses on single set of technology to support Power users create reports IT supports and maintains Relies on source systems for data Relational queries can be slow IT supports and maintains Doesn t provide good solution for automated Board Reports

10 Focus development on Financial Reports / Smart View 11 Advantages Considerations End User Control Fast retrieval of data Flexible reporting Typically maintained by user admins Limited mobile (FR only) Limited IT control Limited data (Can drill through with Essbase Studio) Limited dashboards

11 Expand BI solution to include Essbase, FR and Smart View 12 Advantages Considerations Automated Board Reports; Automated fast data refreshes Leverage both OBIEE and Essbase Right tool for the job BIFS costs less than individual components combined More to learn Additional effort to create multiple outputs

12 What You Really Need: The Right Tool for the Job 13 Not just one tool Use each tool for its strengths OBIEE End user doesn t need to know or care about the underlying tool Essbase Data warehouse / Sources OBIA Under the covers we create an integrated system that is easy to use and makes life easier Planning

13 Who are the players? 14

14 15 The Right Tool for the Job Dashboards Adhoc Report Books Mobile Office Self Service Essbase & OBIEE+ DATA GL Financial HR Sales Distribution Custom

15 Smart View 16

16 Common Microsoft add-in for Oracle BI technologies Integrate Oracle EPM System data to Word, PowerPoint, Excel, and Outlook Supported Smart View sources include**: Oracle BI Server, Essbase, Financial Management, Planning, Enterprise, Financial Reporting and OBIEE, HSF Perform analysis and create highly formatted reports Plan in Excel Often used by power users and analysts who like to work in the Excel interface Smart View 17

17 Adhoc Analysis within Excel 18

18 Highly Formatted Free Form Reports Standardized column widths Cell fill (using multiple colors for each scenario, including dark line breaks) Cell-based double-underscoring above totals Currency and percentage symbols added in various columns Excel formulas to derive additional values Excel Conditional formatting for dynamic highlighting Text box with stylized text for the grid label Use the POV as a drop down selection for members 19

19 Use Excel Formatting Keeps any Excel formatting that you define for the spreadsheet Retains formatting when you change the POV Loses formatting when you pivot dimensions or drill Conditional Formatting to add visual cues Overrides the following settings: Thousands Separator option Styles selected in the Cell Styles Formatting set using Capture Formatting 20

20 OBIEE & Smart View Can insert a simple spreadsheet Chart Mask data to hide data Static image Native Excel chart Interactive with prompts Hierarchical options work Can insert into native Excel pivot Create new content with View Designer Save by using Publish option on SV ribbon Support for Word and PPT 21

21 OBIEE in Smart View Open Full Dashboards in Excel

22 Fully Refreshable Dynamic Data Points Dynamic data point linked to Excel doc, Word doc, and/or PowerPoint document 23

23 Smart Slice Targeted data sets made available for end users Reusable slice of the data set Central access for predefined sub models Filtered data views Admin or interactive user defines and users can use Data security still resides in the source Requires the common provider services 24

24 Report Designer Smart View Report Designer is quick way to create reports with EPM Sources Use tables, grids and charts along with controls POV and slider Provides an easier way to manage all of those data points (which can be unruly) 25

25 27 OBIEE BI Foundation Suite (BIFS)

26 OBIEE 11G Dashboards and reporting delivery over the web Guided business analytics Ad-hoc reporting interface, pivot, charts Point and click end user interactions Model any source Strategic direction for Oracle EPM dashboards and web analytics 11G support for FM and Essbase 28

27 Scalable, efficient query and analysis server Provides integration of many sources Intelligent caching services Calculation and integration engine Intelligent request generation and optimized data access services Three layers Physical Business Model /Mapping Presentation Oracle BI Server Foundation of OBIEE 11G 29

28 OBIEE Web Client Front End Part of the OBIEE suite Called Answers, Analyses or Ad-Hoc Ad-hoc reporting interface, pivot, charts Point and click Save organize and share Sources data from the OBI Server (really source systems) Source for OBIEE Dashboards 30

29 Dashboards Fully interactive graphical dashboards Real time data across enterprise sources Point and click to create and use Guided analytics intelligent links to aid users in their investigations 31

30 Oracle Dashboards Provide prebuilt, fully interactive access to analytics information 32

31 Home page 33

32 34 New Interactive Visualizations in OBIEE More standardization & consistency New charting multi-pie, more informative pop ups Animated transitions Range and paging sliders Legend based interactions Master detail linking Spatial Score-carding

33 Guided Business Analytics via Action Framework Find a business condition from visual cue Navigate to relevant analysis Take action via process Next evolution in BI BI tells what happened; So what should I do next? In 10G you see issue, then someone, get into a transactional app In 11G, the action framework tells you what to do next Based on set of conditions Human driven Fully automatic Create all of the actions and then make available to report developers Detect a business event Respond automatically with alert to user Initiate a process 35

34 Oracle Financial Management Analytics(OFMA) Pre-packaged, prebuild Connector from OBIEE to Hyperion Financial Management (HFM) and Hyperion Close Management (HCM) Includes many common dashboards Allows faster creation of custom dashboards Coming soon Oracle Financial Planning Analytics (OFPA) 36

35 Financial Reporting 37

36 Financial Reporting Module primarily utilized for highly formatted financial and operating reports against Essbase, Planning, and HFM sources Create books and batches Schedule process Integration with Office using Smart View Strategic direction for Oracle 38

37 Benefits No more spreadsheet mania! Time to generate monthly and weekly reports significantly reduced and in many cases eliminated Dynamic reports understand underlying database changes; changes flow through to users with minimal or no impact to reports Multiple distribution options: EPM Workspace, HTML, PDF, Bursting Burst reports and to different users Static HTML website with FR book content (11.1.2) Import Financial Reporting reports into Excel, Word, and PowerPoint using Excel 39

38 Four Interfaces for Financial Reporting Financial Reporting Studio For Report Developers to create reports Requires client installation Create and edit reports Run, print, print preview, web preview or delete reports EPM Workspace Thin client Run reports, books, and snapshots Create books and batches Schedule reports, books and batches Smart View Run and view reports Mobile View reports 40

39 Data Sources for Financial Reporting You can design reports to retrieve data from the following sources: Financial Management Essbase SAP BW MSAS (in later System 9 version) You can query multiple sources within a single report Separate grid Same grid (create subtotals across data sources) When creating a report, the process is essentially the same for all data sources. Depending on the database connection, certain functionality may or may not be available Example: Features specific to HFM or Planning 41

40 Mobile Support for FR View and interact with FR reports and books on mobile device Apple (iphone and ipad): ios5 and ios6 Android (phone or tablet): 3.x and 4.x Utilizes the device s default web browser (No separate app to download)

41 Financial Reporting Components Snapshots Batches Books 43

42 Which Reporting Tool Should I Use?

43 Many options for Drill Through Solutions Federated reports in OBIEE to Essbase and relational views Master/Detail reports in OBIEE to Essbase and rlational Essbase Studio Drill through with FDMEE from Hyperion to FDM source 45

44 In Summary 46

45 The Right Tool for the Job and It Probably isn t just one 47 Not just one tool Use each tool for its strengths OBIEE End user doesn t need to know or care about the underlying tool Essbase Data warehouse / Sources OBIA Under the covers we create an integrated system that is easy to use and makes life easier Planning

46 Questions? Glenn Schwartzberg InterRel Consulting