Real-Time Insight with Oracle Transactional Business Intelligence

Real-Time Insight with Oracle Transactional Business Intelligence Ling Xiang Director, Product Management Jag Vasudevan Vice President, Product Management

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Program Agenda 1 2 3 4 5 What is OTBI? Visualize Real-Time Data Fusion Integration What s New & Planned for OTBI? Where to get OTBI help? 3

Do It All with a Complete Solution Mobile Social Native mobile for on the go consumption Enabling communication, collaboration, and increased engagement Workforce Management Embedded Analytics Built in functionality to analyze your data and make predictions Talent Management Global HR Work Life Solutions Global Payroll Workforce Rewards Your Cloud Virtual tenancy delivers security, flexible upgrades and adoption, configurability and scalability Platform Services Performance Scalable Secure Oracle Confidential Restricted 4

Oracle Business Intelligence Enterprise Edition (OBIEE) provides the core Analytical Platform for the HCM Cloud Any Data, Any Source, Any Format Full Range of Analytics Integrated Suite of EPM & Analytics Apps On Premise, On Cloud, On Mobile 5

Rethink Transactional Reporting Leverage the power of a proven Business Intelligence tool with real-time data Deliver real-time insight not data dump Design information from Top Down rather than Bottom Up 6

Oracle Transactional Business Intelligence Real Time Business Intelligence Real-time, No latency No persistent data store 1 2 Ease of Use, Highly Interactive Built on best-in-class OBIEE tool Business-centric reporting subject areas Pre-built calculated measures Seamless Integration with Fusion Applications 3 4 Minimal configuration Leverage Fusion Application security Leverage Fusion application metadata e.g. trees, column labels Leverage Fusion application language, locale and currency preferences Support Fusion Extensibility Flex fields, trees and column labels available for reporting Support multi-language Custom reports can be embedded in Fusion pages via Page composer 7

OTBI Architecture Fusion Embedded Analytics Real-Time reporting (OTBI) Real-Time BI Publisher Content Summary: 300+ embedded analytics OTBI: Covers 35+ Fusion Products BI Common Semantic Model BI View Objects Fusion Application Transactional Database Real-Time Queries BI Common Semantic Model: Organize reporting metadata into business-centric subject areas Define derived calculations BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Fusion data security Handle Multi-Language Support 8

HCM OTBI Content Summary Workforce Management Absence Accrual Employment Contract Grade Rate Person Position Work Relationship Worker Assignment Event Worker Assignment Document of Record Check List Payroll Payments Costing Payments Distribution Payroll Run Costing Payroll Run Results Retroactive Pay Compensation Salary Details Salary History Stock Details Workforce Compensation Workforce Compensation Budget Workforce Performance Performance Document Status Performance Rating Distribution Performance Rating Performance Task Status Workforce Goals Goal Alignments Goal Status Overview Goal Tasks Target Outcomes Benefits Action Items Enrollment Opportunities Enrollments Potential Life Events Setup Workforce Talent Review Talent Review Meeting Succession Management Incumbent Plan Job Plan Plan Candidate Workforce Profiles Library Objects Model Profile Person Profile 9

Example: Real-Time Analysis Workforce Management Sample Business Questions What is my current headcount? What is the distribution of my workers by ethnicity, gender, nationality, or religion? What reasons do workers give when they leave? How many absences has a particular worker or group taken in a specified period of time? On average, how much advance notice do workers give before an absence? Which job profiles require a specific level of education, competency, license, or certification? What competencies are available in the application? What is the potential, by department, ethnicity, gender, nationality, of the workers who have a high risk of loss? What is the risk or impact of losing workers who have high potential? How many workers have high, medium, or low potential for a particular manager, department, grade, or position? Subject Areas Absence Real Time Employment Contract Real Time Grade Rate Real Time Person Real Time Position Real Time Work Relationship Real Time Worker Assignment Event Real Time Worker Assignment Real Time Library Objects Real Time Model Profile, Person Profile Real Time Sample Measures # of Absences # of Current Contracts Contract Duration in Months Person Count FTE # of Positions # of Years Service # of hires Head Count Sample Metrics Sample Dimensions Absence Type Employment Contract Details Grade Rate Person Work Permit Position Details Work Relationship Details Assignment Event Details Worker Assignment Details Sample Reports Absence Details Assignment Details Assignment Headcount by Department Grade Details Job Details Location Details Position Details 10

OTBI Subject Areas Subject Areas Dimensions Attributes Fact Measures OTBI Subject Areas organize reporting data in easy-to-understand functional subject areas OTBI Subject Areas all end with Real-Time Subject areas are secured by Fusion application security 11

OTBI Report Web Catalog Web Catalog contains a library of Answers Analysis reports, Dashboards and BI Publisher reports Delivered reports and folders are READ-ONLY Web Catalog is secured by Fusion user security roles A Custom folder is available for custom reports Custom reports are preserved during the upgrade 12

Fusion HCM Reporting Toolsets Casual Users Business Power Users IT Developers Fusion BI Composer Access from within Fusion Applications Run Report Create Simple Reports Oracle BI Answers Create full-featured reports More graph options, conditional format Create dashboards Schedule Reports Oracle BI Publisher Build SQL reports with direct database connection or use OTBI subject areas as the data source Create fixed-format reports Schedule, FTP Reports, Bursting 13

Visualize Real-Time Data 14

Standard BI Visualization Examples 15

Advanced BI Visualizations Examples Performance Tile Graph Slider Narrative Ticker Gauge Funnel Waterfall Trellis Tree Map 16

Real-Time Insight Sample OTBI Dashboard 17

Real-Time Insight Sample OTBI Dashboard 18

Real-Time Insight Sample OTBI Dashboard 19

Real-Time Insight Sample OTBI Dashboard 20

Real-Time Insight Sample OTBI Dashboard 21

OTBI Data Visualization Action Links Configure Conditional Format in Column Properties: Drill from Summary to Details 22

OTBI Data Visualization Conditional Formatting Configure Conditional Format in Column Properties: 23

Real-Time BI Mobile Dashboard Customers download Oracle BI Mobile HD from Apple Store Connect to Fusion OTBI SaaSinstance with host name and port number OTBI reports and dashboards are viewable on tablets real time 24

Smart View Integration Download SmartView for MS Office from BI Home Access BI content from within Microsoft Office (Excel, Word, Power Point) Run and create ad-hoc reports in Excel, Word, or PowerPoint using OTBI subject areas Publish reports to BI catalog 25

OTBI & BI Publisher Minimize SQL-based BI Publisher reports Use OTBI as the primary Fusion end-user reporting tool Ease of use Integrated security Upgradability Performance When create BIP reports, use OTBI subject area as the source where possible 26

Integration with Fusion Applications 27

Tree Hierarchy Reporting Tree flattening process flattens a tree into a column-based table OTBI builds a 15-level reporting hierarchy from the column-flattened tables Users can aggregate or drill down data with the OTBI hierarchies, i.e. dept, position APAC Australia China Hong Kong Japan Human Resources AU Finance CN HCM HK HCM JP HCM CN 28

Flex Fields Integration Support Descriptive Flexfield& Extensible Flexfield extension BI Extender extends Flex Fields to BI Presentation Layer Flex fields are preserved during Fusion application upgrades Configure Flex Fields Fusion Applications OTBI Fusion Admin User Configure Flex Fields Enable BI Flex Fields Deploy Flex Field VOs Launch BI Extender ESS Job Flexfields are available in OTBI Subject Areas Reporting 29

Fusion Security Integration Fusion job roles are assigned with corresponding OTBI transaction analysis duty roles Can assign OTBI transaction analysis duty roles to custom job roles User Is Assigned Fusion Job Role Compensation Analyst Assigned Job Role: Compensation Analyst BI Duty Role Compensation Transaction Analysis Duty Assigned Assigned Subject Areas: Salary Details Real Time Stock Details Real Time Web Catalog Folders Shared Folders -> Human Capital Management -> Compensation 30

OTBI Embedded in Fusion Applications Embedded in Fusion HCM User configurable Inherit Fusion Application UI Inherit Fusion user security 31

What Is New & Planned for OTBI? 32

What is Planned in Fusion HCM OTBI Release 9 & 10? Release 9 OTBI New Features: New Workforce Management Vacancy Real Time subject area New Compensation Salary History Details Real Time subject area Allow reporting on Talent Review Tasks and Switch Views/Configurable Axes Expose additional attributes for goals and goal plans; add more goal management measures Common dimension enhancements for Goal subject areas New enable dimensionality flag for cross subject joins Improved Error Message for cross subject area Join Release 10 OTBI New Features: Add matrix manager hierarchy Add unsecured assignment manager hierarchy Add Check List reporting Add Time and Labor subject areas Support currency conversion in Compensation Add employee bank details subject area Support recurring element entry Add benefit enrollment certification columns to Benefit Enrollment subject area Add 20 Sample OTBI reports Enable parameter context passing between ADF page and BI reports Upload custom image to BI reports or dashboards 33

What is Planned in Fusion HCM OTBI Release 11? Core HR ADD ENTERPRISE HIRE DATE ADD Person DFF TO WORKER RELATIONSHIP SA Add Collective Agreement Reporting Add Disability dimension in Person Subject Area Support Organization Hierarchy in OTBI Support Performance and Salary for Terminated Employees Support Worker Contact Phone, Address and National ID Sample Matrix Hierarchy Report Time & Labor Add Time & Labor Worker Schedule Add Time & Labor Customer Time Attributes Add Pay Time Type Details & Costing Add Time & Labor sample reports Talent Management add performance management eligibility profiles subject area dynamically display column meaning for custom columns Add performance rating dimension in person profile subject area Add talent review period to performance and goal subject areas Add evaluation manager in performance document status subject area Allow reporting on incumbents in position based succession plans Report talent review sa without using fusion data security model Payroll Support Payroll Interface in OTBI Support User Defined Tables in Payroll subject area Add Payroll Period and Deduction Time Period Dynamically display column meaning based on the lookup code Support multiple assignments in payroll subject areas Benefits Add dependent/beneficiary contact, address and national id information to benefit subject area Add action type to benefits action items subject area Add open enrollment disclaimer status Add open enrollment disclaimer status reports New OBIEE Features: Subject Area Search Save a Column as a catalog object for reuse Prompt member selection accepts a user variable Certify internet browser IE11 Support HTML5 for Charts Add an option to skip label in bar graph because of the canvas width limit Inherit Fusion Application UI skins 34

Cross Subject Area Join - Enable Dimensionality Flag A New Flag Named Dimensionality is added in the Advanced Tab of OBIEE Answers When selected, the Dimensionality checkbox appends SET VARIABLE ENABLE_DIMENSIONALITY = 1; to the Logical Query This eliminates the logical SQL prefix that a user manually enters to enable a cross-subject area join on non-common dimensions Before Release 9 -Manual SQL Prefix: Release 9 Dimensionality Checkbox 35

Where Do I Get OTBI Help? 36

Release 9 Readiness Training Oracle Applications Cloud Release Readiness Content Recorded Release 9 Training Tutorials: 37

Fusion HCM Cloud Documentation Library Fusion Cloud Documentation URL -> http://docs.oracle.com/cloud/latest/globalcs_gs/globalcs_report.htm 38

Fusion HCM Cloud Documentation Library Recorded OTBI & BIP how-to tutorials 39

Oracle Applications Customer Connect Published Development White Papers: OTBI Historical Reporting Explained OTBI Subject Area Docs OTBI Tips and Hints Understanding Fusion HCM OTBI Security Customizing Fusion HCM OTBI Security 40

Oracle Applications Customer Connect Published Sample Reports: HR Talent Management Compensation Benefits Span of Control by Business Unit Worker Demographics Matrix Managers Voluntary Terminations in the Last Year Grades with No Assignments Report Delivery Example Using an Agent Emergency Contact Details (BIP) Sample BIP Turnover Reports Goal Status Count Workers with and without Goals Performance Document Status Including employees who Have not submitted Performance Documents Salary History Salary Change Salary Change Date Prompt Sample Formula to hide or suppress "4712" Years Benefits Enrollments and HR Details Benefits Enrollment Override 41

Questions? 42

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