essbase integration with obiee

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Essbase Integration with Oracle BI EE PlusMark Rittman, Director, Rittman Mead ConsultingOracle Open World 2008, San Francisco. Session #S301081

Who Am I?

•Oracle BI&W Architecture and Development Specialist•Co-Founder of Rittman Mead Consulting‣Oracle BI&W Project Delivery Specialists

•10+ years with Discoverer, OWB etc•Oracle ACE Director, ACE of the Year 2005•Writer for OTN and Oracle Magazine•Longest-running Oracle blog‣ http://www.rittmanmead.com/blog

•Chair of UKOUG BIRT SIG•Co-Chair of ODTUG BI&DW SIG•Speaker at IOUG and BIWA events

Rittman Mead Consulting

•Oracle BI&DW Project Specialists•Consulting, Training, Support•Works with you to ensure OBIEE and

Oracle BI Applications project success•Small, focused team•OWB, Oracle BI, DW technical

specialists•Clients in the UK, Europe, USA

Oracle Business Intelligence Enterprise Edition

Web Server (IIS, Tomcat, Websphere, iPlanet)

Oracle BI ServerOracle BI Server

Intelligent Request GenerationIntelligent Request Generation

Data Source AdaptersData Source Adapters

NavigatorNavigator

Logical Request GenerationLogical Request Generation

AggregateNavigator

FragmentationOptimization

Multi-Pass /Sub-Request Logic

Optimized Query RewritesOptimized Query Rewrites

Session ManagementSession Management

Logical SQL ODBC/JDBC (Logical Business Model)Logical SQL ODBC/JDBC (Logical Business Model)

CacheCacheServicesServices

Oracle BI AdministrationOracle BI Administration

Analytical and Operational Data Sources

Metadata Documentation ServicesMetadata Documentation Services

Metadata Management ServicesMetadata Management Services

Multi-User Development ServicesMulti-User Development Services

Server Management ServicesServer Management Services

ODBC over TCP/IP (SSL)

i torin

ODBC, CLI, OCI, XML, MDX

Oracle BI Presentation ServicesOracle BI Presentation ServicesSOAP Web Services, XML and URL InterfaceSOAP Web Services, XML and URL Interface

Cache Services (Web) & Connection Cache Services (Web) & Connection MngmtMngmt

XMLXMLFrameworkFramework

WebWebCatalogCatalogServiceService

User Profiling, Security and Session User Profiling, Security and Session MngmtMngmt

Oracle InteractiveOracle InteractiveDashboardsDashboards

Oracle AnswersOracle Answers

Load BalancerLoad Balancer

Security S

ervice sS

ec u r i ty Ser vic es

Que ry G

ov e r n.Q

uer y Gove r n.

TCP/IP(SSL)

Javascriptfor Usability & Interactivity

Web BrowserXML, HTML,

XLS, PDF, TXTover

HTTP/HTTPS

External Applications and Portals

HTML, SOAPover

HTTP/HTTPS

Execution EngineExecution Engine

SAW Bridge (J2EE/ISAPI)SAW Bridge (J2EE/ISAPI)

TCP/IP (SSL)Oracle BI PublisherOracle BI PublisherDelivery ServerDelivery Server

Layout InterfacesLayout Interfaces

Data LogicData LogicXSL

Externalized Authentication

DB Authentication

Custom Authenticator

Oracle BIOracle BICluster ControllerCluster Controller

Oracle Delivers ServerOracle Delivers ServerScheduling/Event ServicesScheduling/Event Services

Agent Execution LogicAgent Execution Logic

Device Adaptive ContentDevice Adaptive Content

OBIEE 10.1.3.3/4 Architecture

Oracle BI Server

•Calculation and Data Integration Engine‣ “Virtual Data Warehouse”‣Allows reporting across multiple sources‣Data accessed though metadata layer

•Connects to RDBMS and OLAP data‣Oracle Database (including Oracle OLAP)‣ IBM DB2‣Microsoft SQL Server‣ Teradata‣Microsoft Analysis Services (OLAP)‣SAP BW 'info cubes'

•Security, Summary Management•Translates incoming “logical SQL”

in to optimized, physical SQL

Data Access

•Reporting data may be sourced frommultiple databases, applications‣Oracle Database (including Oracle OLAP)‣ IBM DB2‣Microsoft SQL Server‣ Teradata‣Microsoft Analysis Services (OLAP)‣SAP BW 'info cubes'‣SAP, Peoplesoft, Siebel, E-Business Suite

•Oracle BI Server joins this sourcedata together and presents alogical business model‣ Facts‣Dimensions

Customer

Common Enterprise Information Model

•Enables consistency, security, reuse, flexibility•Role-based views of the organization•Single metadata model of the business•Consistent definition of business measures, metrics, calculations•Drill paths, summaries, security•Model once, deploy anywhere•Across any data source• “Model First” development

Essbase and Oracle Business Intelligence Enterprise Edition

•Essbase is a key part of Oracle’s Business Intelligence Foundation Layer•Essbase and Hyperion EPM can play several roles in this architecture‣As a data source‣As a data consumer‣As a portal for all Oracle BI‣As a MS Office integration point

•Essbase can benefit from Oracle BIEnterprise Semantic Model

•OBIEE can benefit from Essbasecalculations and analytics

Essbase and Oracle BI EE Integration Points

1. Essbase can be a data source for Oracle Business Intelligence Enterprise Edition2. The OBIEE Semantic Model can be a data source for Essbase cubes3. SmartSpace can consume both Essbase and OBIEE data sources4. Hyperion Workspace can host OBIEE Dashboards, Answers, Delivers and Publisher5. Informatica PowerCenter is the standard ETL tool for Oracle BI Apps and Essbase6. Oracle Data Integrator is the future ETL tool for both Oracle BI Apps and Essbase

Essbase Integration with OBIEE 10.1.3.3.2+

•OBIEE can connect to multidimensional as well as relational sources‣Microsoft Analysis Services, SAP B/W, now Essbase 9.3.1/11.1

• Import process converts the multidimensional view into a relational view•Essbase cubes, dimensions, hierarchies converted to a logical relational star schema•Essbase data can then be combined

with data from sources•Typically used to bring in budget,

forecast data etc from Essbase into OBIEE logical model

Essbase > OBIEE Integration Features

•Connection is via the Essbase Client C API•Essbase-specific MDX is generated by the Oracle BI Server•EVALUATE function supported for calling Essbase functions‣Essbase specific aggregate functions i.e. TopN, BottomN‣Member selection based upon UDAs

•OBIEE Time-Series functions are function shipped to Essbase•Essbase substitution variables supported•Ragged and unbalanced hierarchies

can be imported (but are then flattened)

Registering an Essbase Cube in OBIEE Step 2

•Enter the server hostname, username and password•Connects via Essbase C API, requires Essbase Client to be installed on OBIEE Server•Compatible with Essbase 9.3.1, 11.1(?)•Select cube from available list

•Essbase cube metadata then loaded into the OBIEE Semantic Model physical layer‣OBIEE Physical Database = Essbase Server‣OBIEE Display Folder = Essbase Application‣OBIEE Physical Cube = Essbase Cube

•Essbase multidimensional model turned into a relational model•Value-based hierarchy converted to level-based hierarchies•Column names determined by outline generation names

•OBIEE physical model can then be automatically converted into a logical model‣OBIEE automatically generates facts, dimensions, hierarchies ‣Alternatively, Essbase model can be incorporated into

existing logical model containing other (relational) data

•View Essbase data in Oracle BI Dashboards, Oracle BI Answers•Data is now turned into a relational star schema, but with MDX being generated

to retrieve data from Essbase•Essbase data can now participate in dashboards, cross-data source analysis‣Actuals vs. budget‣Actuals with forecast‣Sales data and production data

Converting Value-Based to Level-Based Hierarchies

•Essbase value-based hierarchies are converted into level-based ones for OBIEE based on maximum depth of hierarchy at the time of import‣OBIEE is a relational query tool, requires a column for each drill path level‣Can import ragged and unbalanced hierarchies, these

will be converted into flattened level-based hierarchies• Issue comes when the depth of the hierarchy changes‣Essbase cube has to be re-imported into physical model

and then re-created in the logical and presentation layers

DemonstrationImporting an Essbase Cube into OBIEE Semantic Model

Oracle BIEE as an Essbase Studio Data Source

•Essbase Studio can connect to Oracle BI Server as a data source•Oracle BIEE Presentation Layer Folders appear as databases•Connects via HTTP rather than ODBC, JDBC•Brings across tables, columns (not hierarchies)•Provides access to the data federation &

metadata capabilities of OBIEE

OBIEE as a Data Source Considerations

•Data is unlikely to transform naturally into an Essbase cube‣Non-unique keys‣Presentation layer may not even feature keys‣ Illegal characters

•Will require key values to be exposed, then transformed and aliases added

•Currently several manual steps•Process likely to be automated in future release

of OBIEE

Registering an OBIEE Model in Essbase Studio : Step 1

•Create a new data source in Essbase Studio, connect to Oracle BI EE via HTTP

•Database names are the presentationfolders in the OBIEE Semantic Layer

• Import table metadata and create Mini Schema model•Equivalent to the OLAP Model

in Integration Services•Define keys, joins

•Create hierarchies for the dimension objects•Note that OBIEE hierarchies are not imported, need to recreate

•Define aliases for the ID columns used for member IDs•Avoids problem where descriptions are used as member ID but are too long or contain

invalid characters

•Generate Cube Schema from selected dimensions•Equivalent to Integration Services

OLAP Metaoutline•Make selection from all dimensions and

measure dimensions in the repository

•Transform OBIEE column IDs so that they are unique across dimension and cube•Uses transform feature, accessible

from Essbase Database Properties

•Verify Model and run Cube Deployment Wizard

•Set deployment options, generate outline and load members

•View outline and data within Administration Services•Data is now loaded into the Essbase

database, will refresh as needed•Database can also be redeployed

to the OBIEE semantic layerto replace original relationaldata source for logical model

DemonstrationUsing OBIEE as a Data Source for Essbase Studio

Integration of OBIEE Tools into EPM Workspace

•From OBIEE 10.1.3.4 and Hyperion EPM 11.1, OBIEE tools can be embedded inHyperion Workspace

•Access all tools through a common UI‣Oracle BI Dashboards‣Oracle BI Answers‣Oracle BI Delivers‣Oracle BI Publisher

Oracle BI Dashboards and BI Answers in EPM Workspace

Oracle Smart View and Smart Space Integration

•Smart View and Smart Space 11.1 support OBIEE from releases 10.1.3.3.1 +•Works through Provider Services, but Provider Services /

Essbase license not required for use•OBIEE added as a data source, connects via JDBC•OBIEE content can be viewed within Smart Space gadgets‣Oracle BI Answers‣Oracle BI Publisher‣Oracle BI Delivers ‣Oracle BI Dashboards

Oracle Smart Space Integration Example

ETL Tool Integration

•Essbase and OBIEE share two common ETL tools‣ Informatica PowerCenter, a.k.a. Essbase Data Integration Management‣Oracle Data Integrator, uses custom Knowledge Modules for OBIEE / Essbase load

•ODI likely to be the strategic ETL tool going forward•Potential to combine Essbase and OBIEE loading with the main DW ETL process

Essbase and OBEE in an Oracle BI/DW Architecture

•Essbase will primarily be a data consumer in the Oracle BI/DW architecture, sourcingdata either directly from applications, the Oracle DW or the OBIEE semantic model

•Essbase can also be used a data source for OBIEE, to boost query performance andprovide access to Essbase analytic capabilities

Summary

•With recent releases of Essbase and OBIEE, many integration possibilities are available•Essbase can be a data source for OBIEE•OBIEE can be a data source for Essbase•OBIEE reporting tools can be incorporated into the EPM workspace•Common ETL tools can be used to load OBIEE, Essbase and the Oracle DW•For more information, check out http://www.rittmanmead.com/blog•Please remember to complete your speaker evaluation forms•Thank you for your time!

Essbase Integration with Oracle BI EE PlusMark Rittman, Director, Rittman Mead ConsultingOracle Open World 2008, San Francisco. Session #S301081

essbase integration with obiee

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