OBIEE 11g : Answers, Dashboards & More

OBIEE 11g : Answers, Dashboards & More Mark Rittman, Director, Rittman Mead Oracle Open World, San Francisco, September 2010

Introductions Mark Rittman, Co-Founder of Rittman Mead Oracle ACE Director, specialising in Oracle BI&DW 14 Years Experience with Oracle Technology Regular columnist for Oracle Magazine Author of forthcoming Oracle Press book on OBIEE 11g Writer for Rittman Mead Blog : http://www.rittmanmead.com/blog Email : mark.rittman@rittmanmead.com Twitter : @markrittman

Rittman Mead America Oracle BI&DW Project Specialists providing consulting, training and support Clients in the UK, USA, Europe, Middle-East Voted UKOUG BI Partner of the Year 2008 Group companies in UK and India Come and see us to discuss your requirements in more detail

Rittman Mead Oracle BI Training Days 2010 Running in London, Atlanta and Bangalore, Fall 2010 Three days of intense OBIEE 11gR1 hands-on training Led by the Rittman Mead 11g Beta Testing team Limited places still available : http://www.rittmanmead.com/trainingdays2010

Oracle Business Intelligence 11g The latest release of OBIEE (Oracle BI Enterprise Edition) Major changes to front-end, integration, architecture Closely integrated with Oracle Fusion Middleware 11g Now available for download on OTN (http://otn.oracle.com)

New Answers, Dashboards, Scorecard and Publishing Features Oracle Business Intelligence 11g comes with lots of new visualization features An updated user interface that combines all the reporting tools New capabilities in Oracle Answers Integration with Oracle MapViewer Updated dashboard, catalog, search and home page New KPI and scorecard features An updated version of BI Publisher

OBIEE 11g Unified Framework Single UI for Answers, Dashboards, Delivers, BI Publisher etc Common menus, controls, menu buttons One-click access to common functions, catalog areas Requires IE7+, FF3+

OBIEE 11g Home Page

OBIEE 11g Home Page Common Header Consistent menus and links Search access to catalog Links to administration, help, log off Menus for New... and Open... Shortcut to Home Page

OBIEE 11g Home Page

OBIEE 11g Home Page Task-Based Menu Create/Open catalog objects Browse catalog folders Scoped to user priviledges

OBIEE 11g Home Page

OBIEE 11g Home Page Recent and Popular Catalog Objects Most recently accessed by you Most popular amongst your groups

OBIEE 11g Catalog Page

OBIEE 11g Catalog Page Catalog Folder View My Folders Shared Folders Nested view of catalog contents

OBIEE 11g Catalog Page Catalog Tasks Context-specific Catalog-wide tasks (archive etc) Object-specific tasks (edit edit)

OBIEE 11g Catalog Page Object Listing Listing of all objects for selected folder, search etc Shortcuts to common actions Optional preview of analysis

OBIEE 11g Answers - Criteria View

OBIEE 11g Answers - Criteria View Subject Area Folder Listing Listing of one or more subject areas Presentation Tables Attribute columns Hierarchical columns Measure columns

OBIEE 11g Answers - Criteria View Catalog Folder Listing Same listing as on Catalog Page My Folders and Shared Folders

OBIEE 11g Answers - Criteria View Criteria Listing List of all selected columns Edit formulas Edit column properties Add filters Set sort criteria

OBIEE 11g Answers - Criteria View Filter Listing List of all filters Save filters Add EVALUATE_PREDICATE functon

OBIEE 11g Answers - Results View

OBIEE 11g Answers - Results View Views Listing List of all available views Add view to analysis, edit view Moved from previous location above compound layout

OBIEE 11g Answers - Results View

OBIEE 11g Answers - Results View Results View Defaults to compound layout Preview of the analysis Edit view Add totals, change layout etc

OBIEE 11g Dashboard Editor

OBIEE 11g Dashboard Editor Dashboard Objects Listing Columns, Sections Alert Section Action Link. Action Link Menu Link or Image, Embedded Content Text Catalog folder view

OBIEE 11g Dashboard Editor Updated Dashboard Editor Add and move sections, columns Edit section and column properties Edit analysis Change report links etc

New Answers and Dashboards Features in OBIEE 11g Improved support for OLAP-style reporting Hierarchical columns Support for ragged and skip-level hierarchies Dynamic re-arrangement of pivot tables in the dashboard Dynamic grouping and custom aggregates New visualizations and dashboard controls Updated graphing engine (ADF DVT) New gauge types and graphics

Backward Compatibility with OBIEE 10g Dashboards

Hierarchical Columns OBIEE 11gR1 now supports concept of hierarchical columns In-column drilling up and down a hierarchy Similar concept to Discoverer and other OLAP tools Regular columns still supported, now renamed attribute columns Supports level-based and ragged (parent-child) hierarchies Flexible totalling and ability to determine leaf-levels, ancestors, parents etc Works with both relational and OLAP (Essbase, Oracle OLAP etc) data sources

Hierarchical Columns and OLAP Reporting Hierarchical columns can be used in pivot tables Can be nested within each other Can be dynamically re-arranged in the dashboard Can be used alongside regular attribute and measure columns

Hierarchical Columns and Selection Steps (Filtering) Incremental (status-aware) filter steps can be defined for hierarchical columns Add, remove, keep dimension members Reference members by their position in the hierarchy Add member conditions referencing measures Combine with regular filters on attribute columns

Hierarchy Groups Groups can be created in Answers 11g for custom aggregations Preserves hierarchy within group, can drill-down from selected members Existing calculated member feature still availble

Demonstration Hierarchical Columns, Pivot Tables and Selection Steps

New Graphing Engine, Controls and Layout Editor Graphing engine in OBIEE 11gR1 has been moved to ADF DVT Easy access to graph types from main Results tab New layout controls to determine X, Y axis, measures graphed etc Ability to define time-based animations, and opening animations Graph Prompts Chart zoom

New Graph Layout Dialog Common dialog used in most views Include and exclude columns from the view Select column(s) as prompts (drop-down lists) Select column as section slider

Graph Prompts and Section Sliders Column(s) can be designated as prompts (drop-downs) Section sliders can be used to animate graph over timescale

Chart Zoom Can be used to drill-into a wide hierarchy Zoom in and zoom out to show more/less detail Enabled through Graph Properties dialog

New Dashboard Prompts Wider range of dashboard prompts now available with OBIEE 11gR1 Radio buttons, check-boxes, multi-select lists etc

Master-Detail Linking Columns can be enabled for Master-Detail Linking Selecting a column causes master-detail messages to be sent to other views Provides a Qlikview-like experience for users

Master-Detail Linking Step 1 : Select Source Analysis Any analysis can be used Can use attribute or hierarchical columns

Master-Detail Linking Step 2 : Set Source M-D Channel Edit column properties for the column that will provide the filtering Set Send Master-Detail Events as the Primary Interaction Specify Channel (arbitrary value, used to distinguish trigger events)

Master-Detail Linking Step 3 : Select Target Analysis Again, any analysis will work Column to be filtered against needs to be in the criteria

Master-Detail Linking Step 4 : Enable Listen for M-D Events Move the filter column into the Table Prompts area Edit the Table View Properties to listen for M-D events on this channel Select the same channel that was used on the M-D analysis

Master-Detail Linking Step 5 : Include Both on Dashboard Include both analyses on a dashboard Clicking on the master analysis triggers filtering on the target one Graphs require you to click on the labels

Demonstration New Visualizations in OBIEE 11gR1

Action Framework, and Integration with Business Processes Actions can be defined in the web catalog Can navigate to other BI content, link to web sites, invoke WS calls etc Can be attached to reports and other objects Conditional display, based on contents of report Closed-loop BI system

Creating an Action Actions either navigate to content, or invoke a process Registry contained within BI EE instance that defines external processes Map report columns to parameters Define conditions for the display of the action

Actions in Use Actions are attached to reports, or to the dashboard Display when condition is met Evolution of the navigation and guided navigation features in OBIEE 10g, plus web service interoperability

Key Performance Indicators KPIs can be defined in the web catalog Requires measures for actual and target Thresholds for good, bad etc performance can be set KPIs can be dimensioned (time, customer, product etc)

KPI Watchlists Users can define watchlists, to monitor their KPIs KPIs can be pinned, or user can analyze them by their allowed dimensions Supports collaboration with KPI owner to record comments etc

KPI Scorecards Arrange KPIs into hierarchies, strategies etc Define strategy trees, cause-and-effect relationships etc Weighting of KPIs Analyze by dimensions Top-down approach to reporting

Demonstration KPIs, KPI Watchlists and Scorecards

Mapping and Location Intelligence OBIEE 11gR1 ships with Oracle MapViewer 11g Use in conjunction with Oracle RDBMS and spatial datasets to add map views Good way to help visualize geographic/location element of BI dataset

Creating a Map View Step 1 : Link Maps to Dataset Columns Administration task, one-off at system configuration stage Import maps from Oracle MapViewer and associate theme keys with subject area columns Columns then need to be included in the request criteria when map created Note - basic (state/county/global) data available on OTN, more detailed data needs to be licensed from NAVTEC

Creating a Map View Step 2 : Add View to Analysis Select New View > Map from Answers Results tab Requires setup in advance (integration with MapViewer, Spatial dataset)

Creating a Map View Step 2 : Select Graphs for Layer Themes Graphs and other visualizations can be added for individual layers in view Pie charts, bar charts, variable size bubbles, icon selection etc Shade polygons based on measure binning/ value ranges

Creating a Map View Step 4 : Embed in Dashboard, Pan & Zoom Embed map in dashboard, use as any other view Link to dashboard prompts, Master-Detail links etc

Demonstration Integration with Oracle MapViewer

BI Publisher New Features in OBIEE 11g BI Publisher has also been refreshed in 11gR1 New Online Template Builder and Interactive Viewer Updated Data Model editor Same ADF DVT visualizations as Answers 11gR1

Updated Data Model Editor Data Models now exist separately from report definitions Makes models re-usable across reports Visual editor for combining datasets across sources Report against SQL, OBIEE, XML, XLS, Web Services etc

Online Template Builder Report templates can now be defined online RTF templates still available (no conversion ability to XPT yet) Ability to add charts, tables, crosstabs, gauges and other items No dependency on MS Word or offline tools

BI Publisher Interactive Viewer Web capabilities of BI Publisher significantly enhanced in 11g Interactive Viewer allows manipulation, drilling, filtering of data Event framework allows wiring together of charts, reports for filtering

Summary OBIEE 11gR1 comes with significant improvements in reporting Updated version of Answers has better support for OLAP analysis New task-based UI integrates reporting across product areas Action Framework, KPIs and Scorecards add further functionality to OBIEE Updated version of BI Publisher significantly increases web functionality Read more about OBIEE 11gR1 at http://www.rittmanmead.com Speak to us at info@rittmanmead.com for more details Thank you for attending!

OBIEE 11g : Answers, Dashboards & More Mark Rittman, Director, Rittman Mead Oracle Open World, San Francisco, September 2010