Download - Oracle Business Intelligence Applications 7.9.6 for ERP Implementation Boot Camp Presentation Slides

For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential

<Insert Picture Here>

Title of Presentation

Presenter’s NamePresenter’s Title

Oracle BI Applications Boot CampIntroduction


• Boot camp Objectives• Day-wise Agenda• Participant Introductions• Pre-requisites• Lab preparation


Topics

Boot camp Objectives

Upon successful completion of this boot camp, you should be able to:•Understand all the components of Oracle BI Applications •Configure Oracle BI Applications for Oracle E-Business Suite•Customize Oracle BI Applications to suit the customizations in Oracle E-Business Suite•Integrate Oracle BI Applications with Oracle E-Business Suite•Configure Oracle BI Applications to inherit security from Oracle E-Business Suite


Day-wise Agenda


Introduce yourself..Who are you ?

• Name• Role

What is your prior experience ?• Business Intelligence• Datawarehousing• Oracle Applications

What are your expectations from this Boot camp ?


PrerequisitesTechnical Audience:

• Good understanding of basic data warehousing concepts• Hands on experience in Oracle Business Intelligence Enterprise Edition• Hands on experience in Informatica

Functional Audience:Good understanding of any of the following Oracle EBS modules

• General Ledger• Accounts Receivables• Accounts Payables

Laptop (Minimum requirements):• 2GB RAM• 10GB free space in Hard drive


Lab Preparation

• Client install files necessary to run labs are large and time must be allotted to copy to student workstations.

• At this point instructor should begin distributing compressed client installation files and students should copy to their individual workstations.


Thank You


The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement


Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:

1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.

2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.

3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.

4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.

5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.

Oracle Training Materials – Usage Agreement





Oracle BI Applications Boot CampIntroduction to Oracle BI Applications


• What is Business Intelligence ?• Introduction to Oracle Business Intelligence Applications• Key benefits of Oracle Business Intelligence Applications


Agenda


Business Intelligence

• Business Intelligence is a platform which provides processes, technologies and tools to change data into information, information into knowledge and knowledge into plans that guide organization

• Technologies for gathering, storing, analyzing and providing access to critical data helps enterprise users to make better business decisions


Business Intelligence


Business Intelligence• It guides organizations away from pitfalls towards growth and

development

Need of the hour

Every business requires an Integrated Business Intelligence platform which,

• Unifies intelligence from business transactions in diverse applications and systems

• Drives business performance improvement using better strategy, better plans, better decisions, better results with less cost & complexity


19

License an ETL tool to move data from operational systemsto this DW

License interactive user access tools

License/create information delivery tools

Research/understand analytic needs of each user community

Set up user security & visibility rules

Perform QA & performance testing

Manage on-going changes/upgrades

Develop detailed understanding of operational data sources

Build ETL programs for every data source

Build analytics for each audience

Design a data warehouse by subject area

License an ETL tool to move data from operational systemsto this DW

License interactive user access tools

License/create information delivery tools

These steps require multiple different BI and DW technology

INVESTMENTS

Develop detailed understanding of operational data sources

Build ETL programs for every data source

Build analytics for each audience

Design a data warehouse by subject area

These steps require IT or BI staff resources

with specialized SKILLS

These steps take TIME to understand and

perfect as knowledge of best practices is

learned

Research/understand analytic needs of each user community

Set up user security & visibility rules

Perform QA & performance testing

Manage on-going changes/upgrades


However, Building BI Solutions is Challenging

Sales

Marketing

Procurement & SpendDirect & indirect

spend versus plan, supplier

performance

Bookings trend, pipeline coverage, sales performance

by sector

Campaign results and ROI, customer

loyalty trend

Finance

Human Resources

Supply Chain & Order ManagementOrder backlog

status, inventory performance &

turns

Receivables, payables, cash flow & DSO status, profit

sources & drains

Headcount and total compensation versus plan, retention rate


Different businesses need different, deeper and timely Insight into Business Performance

• Delayed, inaccurate reporting• Conflicting, departmentally-biased results

• Cross-functional analysis• Sub-optimal enterprise performance

HRData

OperationsData 1

FinanceData N

SalesData

FinanceData 1

OperationsData N

HR Operations FinanceSales

Analysis, ReportsExecutives

DataWarehouseIT


Challenges contd..

22

• Need to increase the value of existing data from the source system

• Need to deliver timely reporting and analytics across functions, by roles

• Need to achieve unrivalled integration between the BI platform and the source system

• Need to assure business value with ease of use, achieve fast implementation time with lower TCO


Challenges contd..

Solution : Packaged Analytic Applications (Oracle BI Applications)

• Packaged analytic applications drastically reduce the time and cost to deploy a BI solution

• Properly designed analytic packages come with an integrated set of tools, data schemas, business views, and predefined reports and dashboards that significantly accelerate the time it takes to get a BI solution up and running

• Robust packaged analytic applications leverages the leading business practices in market, delivering profound business values and benefits to enterprise users.


Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 24

“Through 2009 there will be a swing toward buying pre-packaged analytic applications…(0.7 probability)”

Source: “Business Intelligence Scenario: Pervasive BI,” Gartner Symposium ITxpo 2006

What Gartner is Saying

Oracle BI Applications –Look & Feel



Introduction to Oracle Business Intelligence

Applications

Oracle BI Applications

• Complete and comprehensive prebuilt BI solution to deliver Intuitive, role-based Intelligence to business users

• Integrates data from various sources like Oracle EBS, PeopleSoft, Siebel, JD Edwards into an Integrated data warehouse, optimized for analysis

• Rapid deployment, Lower TCO, Built-in best practices, Ease of extending the solutions to meet specific needs -All on one Common BI Foundation

© 2009 Oracle Corporation – Proprietary and Confidential


1 2 3

Integrates Data for Analysis and Reporting• Prebuilt integration of data from Oracle EBS, PeopleSoft, Siebel, SAP and other

sources into an integrated data warehouse optimized for analysis

Delivers Personalized Performance Dashboards for Everyone• Thousands of prebuilt dashboards, reports, and alerts by business function and role

Provides User-Friendly Analytic Model of Enterprise Information and Metrics• Embedded best practice calculations, metrics, and KPIs• Easy for business people to access, analyze, and use the information

3

1

2

Oracle BI Applications..

Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, JDE, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

Market-Leading Packaged Applications

CRM Analytics ERP Analytics

BI APPLICATIONSPerformance ManagementApplications

29


EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, JDE, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

Market-Leading Packaged Applications

CRM Analytics ERP AnalyticsSales | Service | Marketing Contact Center | Loyalty | Price

BI APPLICATIONSPerformance ManagementApplications Finance | Procurement | HR

Projects | Supply Chain

30

CRM ANALYTICS ERP ANALYTICSSALES

• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team

Effectiveness

MARKETING

• Campaign Effectiveness

• Customer Insight• Product Propensity• Market Basket

Analysis• Campaign ROI

SERVICE & CONTACT CENTER

• Service Effectiveness

• Customer Satisfaction

• Resolution Rates• Service Rep

Efficiency• Service Cost• Service Trends

ORACLE BI SUITE ENTERPRISE EDITION

AND OTHER OPERATIONAL AND ANALYTIC SOURCESSOURCE ADAPTERS:

FINANCIALS

• General Ledger• Accounts

Receivable• Accounts Payable• Cash Flow• Profitability• Expense

Management

PROCUREMENT & SPEND

• Direct & Indirect Spend

• Buyer Productivity• Contract

Compliance• Supplier

Performance• Purchase Cycle

Time• Employee

Expense

SUPPLY CHAIN & ORDER MGMT

• Revenue & Backlog

• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis

PROJECTS

• Project Funding and Budget

• Product Cost• Project Revenue• Project Billing• Project Profitability

HUMAN RESOURCES

• Employee Productivity

• Compensation• Talent

Management• Recruiting Analysis• Learning Analysis• Workforce Profile

PRICE

• Price Segments• Price Waterfall

Analysis• Deal Life Cycle• Deal Desk

Analysis • Product Pricing

Performance

LOYALTY

• Member Demographics

• Membership Trends

• Program Revenue• Promotion

Effectiveness• Points Analysis

Oracle BI Applications Suite-Complete, Prebuilt, Best Practice Analytics


http://www.siebel.com/

http://www.peoplesoft.com/corp/en/public_index.jsp


Key benefits of Oracle BI Applications


Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics

Travel& TransAuto Comms

& MediaComplex

MfgConsumer

Sector Energy FinancialServices

HighTech

Insurance& Health

LifeSciences

Public Sector

and Other Operational & Analytic SourcesSource adapters:

Sales Marketing Procurement & Spend

Supply Chain & Order

ManagementFinancials Human

Resources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion

Employee Productivity

Compensation

Compliance Reporting

WorkforceProfile

RetentionAnalysis

Return on Human Capital

General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

ExpenseManagement

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Supplier Performance

Purchase Cycle Time

Employee Expenses

Campaign Effectiveness

CustomerInsight

Product Propensity

Loyalty &Attrition

Market Basket Analysis

Campaign ROI

Service &Contact CenterService

Effectiveness

Customer Satisfaction

ResolutionRates

Service RepEfficiency

Service Cost

Churn & Service Trends

Oracle BI Suite Enterprise Edition


http://www.sap.com/index.asp



Key Benefits of Oracle BI Applications

• Insight• Gain visibility and insight into

business performance, processes, and customers

• Better decisions, actions, control at all levels

• Respond faster to opportunities and threats

• Identify and replicate best practices

• Alignment• Leverage

Typical Business challenges

FINANCE

HR

SUPPLYCHAIN

• How can I increase cash flow with more effective receivables, payables and inventory analysis?

• Which business units/product lines are enhancing profitability?• What operating expenses are over budget?

• Who are our “top performers” by job category?• What is the employee turnover rate by department and business unit?• How do we show the value of HR to upper management?

• How can we avoid supply bottlenecks and increase cost effectiveness?• How are our suppliers performing?• What is our optimal inventory level across all product lines?

• How can we track “Order to Cash” across all lines of business?• Which supplier can most quickly respond to a change in orders?• What products have the longest fulfillment cycles?

ORDERMGMT

Deeper Insight within Business Functions

FINANCIAL ANALYTICS• Analyze intra-period financial data by

department or role• Understand actuals against budgets• Maximize efficiency of collections• Identify most and least profitable

customers and products

HR ANALYTICS• Analyze workforce performance• Optimize staffing by department• Minimize employee turnover• Reduce the cost of compliance

reporting

SUPPLY CHAIN ANALYTICS

• Increase visibility into direct and indirect spend

• Understand and track cycle times• Visibility into supply and demand to

better manage inventory

ORDER MGMT ANALYTICS• Reduce “Order to Fulfillment” process

cycle time• Analyze shipping performance and

backlog trends• Identify top customers, risk customers

and slow paying customers

Role-Based Best Practices Provide Relevant and Actionable Insight for Everyone

Financial Analytics – Key Objectives and Questions by Role

Controllers and F&A Managers

Optimizing Management of Financial Performance• How can I reduce the time it takes to

generate periodic financial statements and reports?

• How can I get early notification of material events?

• How effectively are we managing our payables to our key suppliers?

• How is DSO being impacted by certain customers and by each receivables aging bucket?

VP of Finance and CFO

Actionable Insight for Improving Shareholder Value• Which business units and product lines

are enhancing company profitability and which are detracting from it?

• Are our profitability and balance sheet ratios improving relative to historical trends?

• How can I get early warnings about revenue misses so I can manage costs and still make earnings?

• How well are we meeting our financial goals and increasing shareholder value?

Department Managers

Complete Insight into Departmental Revenue and Cost Drivers

• Which customer segments are most profitable and why?

• What operating expenses are over budget?

• How do my division’s results compare to the previous quarter?

• How are my headcount/product costs tracking?



• Insight• Alignment

• Gain a single, consistent view of enterprise information across functions & data sources

• Align strategy and execution across functions

• Use guided analytics and best practice analytic workflows to drive the best actions

• Leverage


Operational Challenges

• Delayed, inaccurate reporting• Conflicting, departmentally-biased results

SalesData

Marketing Operations FinanceSales

Analyses, ReportsExecutives

IT

Cross-functional analysis only by ITSub-optimal enterprise performance

OperationsData 1

FinanceData N

FinanceData 1

OperationsData N

DataWarehouse

MarketingData


Valuable Insights Often Require Data from Multiple Departments and Sources

How do I proactively manage risks of my receivables portfolio?

How does supplier performance impact customer satisfaction and revenue?

Serv

ice

Customers

Sale

s

Mar

ketin

g

Dis

trib

utio

n

Fina

nce

HR

/Wor

kfor

ce

Ope

ratio

ns

Proc

urem

ent

Customers

Customers

Suppliers

Suppliers

Suppliers

How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?

Oracle BI Applications Provide a Single Integrated View of Enterprise InformationINTEGRATED DATA

WAREHOUSE• Integrated enterprise-wide intelligence• Summary level to lowest level of detail• Data warehousing best practices –

conformed dimensions, lowest level of granularity, full change histories for time comparisons, built for speed, extensible

DATA INTEGRATION FROM MULTIPLE SOURCES

• Call center telephony (IVR, ACD, CTI)• Syndicated data• Universal Adapters

41



http://www.sap.com/index.asp


Decision Workflows – Financial Analytics

• Business Function Receivables

• Role Director, Credits & Collections

• Objectives– Maximize cash flow– Control risk of

receivables portfolio

Target collection effortsto reduce overduebalances

Drill tooverdue invoice detail

Who are the customersand collectors?

How long is theunderlying overduebalance pending?

Is overdue balancestrending up?

Is DSO on target?

Maximize cash flow

Drill todue balances by region

What is the aging ofdue balances?

Are payment termsin compliance?

Is DPO on target?

BusinessObjectives/Issues

GainInsights

TakeAction

Decision Workflows – Financial Analytics

Target collection effortsto reduce overduebalances

How long is theunderlying overduebalance pending?

Maximize cash flow

Drill toDetail

Business Objectives/Issues

GainInsights

TakeAction

Who are the customers?

Drill tooverdue invoice detail

Is overdue balancestrending up?

Is DSO on target?



• Insight• Alignment• Leverage

• Do more with less – deploy BI more broadly with fewer IT resources than custom-build

• Accelerate time-to-value, lower TCO and risk

• Increase the value of existing data and applications, including CRM and ERP

DASHBOARDS& REPORTS

• Prebuilt best practice library

• “One size does NOT fit all”

SUBJECT AREASMany metrics and dimensional attributes not surfaced by prebuilt dashboards and reports

Possibilities are endlessIncremental work to build tons more content from this foundation

More than just dashboards and reportsValue of BI Apps lies under the surface


Build from Scratchwith Traditional BI Tools Oracle BI Applications

Pre built Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Pre built DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Results• Faster time to value• Lower TCO• Assured business value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Speeds Time To Value and Lowers TCO


BI Applications 7.9.6 - Business ContentOver 8,000 pre-defined assets

BI Application Dashboards Dashboard Pages Reports Metrics

Sales 14 33 620 596

Price 5 32 92 453

Marketing 5 27 124 325

Loyalty 4 15 60 194

Service 8 15 102 308

Contact Center 5 17 72 209

Financials 6 36 255 488

HR 9 45 238 335

Supply Chain & Order Mgmt 3 22 176 364

Procurement & Spend 5 25 266 264

Project 3 15 146 323

All Industry Apps 44 147 1,117 1,216

Total 111 429 3,268 5,075


In this presentation we discussed, • Business Intelligence and its needs• Oracle Business Intelligence Applications• Advantages of Oracle Business Intelligence Applications

Summary


Thank You






Oracle BI Apps Boot CampOracle BI Apps – Business demo

Business Scenario

This demo is built around an enterprise called Vision Corporation. Barry Erickson is the VP of HR at Vision Corporation. Having just come out of a business downturn, Vision corporation has a business plan of increasing its revenue by 50% in the next 3 years. How to develop talent pipeline to better support changing Business dynamics is one of Barry’s Key objectives. He wants to make sure HR is well prepared to supply and develop the talents needed for business growth.



Business Scenario..

Vision Corporation has just completed implementing Workforce analytics module of Oracle BI Applications. Barry now can rely on the workforce dashboard to monitor key workforce trends and proactively manage potential talent management issues. The demo will show how Barry uses the power of “Pervasive Business Intelligence” to achieve operational excellence





Demo







Oracle BI Apps Boot CampBI Applications Features

BI Applications Features

• Multiple Calendar Model• Multiple Currency Model• Data Integration from Multiple sources• Localization• Party data model• Tight Integration with source system• Foundation Intelligence Library• Extending the value of BI





Multiple Calendar model



Multiple Calendar Support

• Supports Gregorian and Fiscal hierarchies out of the box

• Allows configuration of fiscal calendar, e.g. 4-4-5

• Configuration to support multiple fiscal hierarchies depending on user profile

• Requires Initialization block to read user profile

• Dynamically use the appropriate calendar table

• CRM On Demand implementation supports 12 fiscal calendars


Multiple Calendar Support

• 7.9.6 Onwards Multiple Fiscal Calendars Sourced from ERP (Oracle E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne) and associated to Ledgers and/or Operating Units

• May have one or multiple Adjustment Periods per fiscal calendar

• Support aggregation of facts from child to parent level for the supported calendars where applicable e.g. Fiscal Day to Fiscal Quarter


Multiple Calendar Support-Example


Enterprise Calendar Support• Ability to define an ‘Enterprise Calendar’ ,Common

‘base’ calendar, Fiscal or Gregorian, for reporting purposes.

• Facilitates cross functional reporting, when functional areas use different calendars between them.

• Users can drill across facts,combine measures from different facts to yield meaningful analysis

• Enterprise Calendar set up is through configuration as ETL parameter in DAC while setting up Fiscal Calendar

• Hierarchy:Day -> Enterprise Period -> Enterprise Quarter -> Enterprise Year



Multiple Currency model



Multi Currency Support• BI Apps Physical Data Model stores and supports 5

currencies

• Document Currency is the currency of the transaction

• Local Currency - the currency in which accounting entries are recorded

• Global Currencies – common currencies used

• OOTB support for three global currencies (Global1, Global2, Global3)

• Support for more currencies need BIA customization

• Default currency for all BIA reporting is Global1


Multi Currency Support

• Every amount from source system is loaded into Document Currency amount and Local Currency amount

• Exchange rates sourced from source system to load each of the 3 global currencies

• Currency conversion is done at ETL time

• All currency amounts are stored as persisted calculations


Example of Multiple Currency

• 7.9.6 Onwards Multiple Fiscal Calendars Sourced from ERP (Oracle E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne) and associated to Ledgers and/or Operating Units

• May have one or multiple Adjustment Periods per fiscal calendar

• Support aggregation of facts from child to parent level for the supported calendars where applicable e.g. Fiscal Day to Fiscal Quarter


Multiple Currency Support-Example



Data Integration from multiple sources



Data Integration – Multi Source Loads

• Segregation and Lineage captured in data model• Source data keys, comprised of:

INTEGRATION_ID

+

DATASOURCE_NUM_ID

Part no. Plant id

+

‘SAPJapan’‘MT27907b’ ‘NW3’

+

SAP ‘MATNR ~ MANDT’

Oracle EBS ‘item_id ~ organization_id

Example: Key_id for Products dimensionExample: Key_id for Products dimension



Localization



Localization / Globalization• Dynamic Language Conversion (translation to 28 languages)

• Arabic, Chinese Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish

• BIA ETL setup have Codepage / Unicode support

• For different OLTP source system Databases

• Dynamic Time Zone translations

• All timestamps are stored in warehouse stored as UTC

• Custom labeling and naming support / Flex Field Naming

• Column Names can be dynamically named



Party Data model



Party Model Support• Data Model have a single ‘Party’ entity, W_PARTY_D as a

“super set” dimension for following Different OLTP sources• To store Customer Org/Contact, • Customer Person (B2C),• Prospect• Supplier • Competitor

• Org and Person differentiated through• W_PARTY_ORG_D • W_PARTY_PER_D


Party Model Support

• Customer Account modeled as a separate dimension• to represent financial relationship between Customer and

deploying company

• Conformed business party information across various functional areas (CRM and ERP) and source system party models (Oracle E-Business Suite, Siebel CRM, PeopleSoft Enterprise, and JD Edwards)

• Advantages of Party Dimension• Convenient for Customer 360 degree view • Facilitates cross functional area analysis



Integration with source systems


BI Applications can be embedded directly in the OLTP application

Siebel

E-Business Suite PeopleSoft


Unrivaled Integration with source systemExtends BI Value. Lowers TCO.

View performance “in-context” with budgets and plans

INTEGRATED WITH PLANNING AND EPMS

Seamless navigation from analytical information to transactional detail

ACTION LINKS – “INSIGHT TO ACTION”One login. Right content for each user.INTEGRATED SECURITY

Data Security

UserSecurity

ObjectSecurity

BPEL, ESB Oracle BI

Intelligence-driven business processesINTEGRATED WORKFLOW

Oracle BI Apps Security IntegrationTight security integration with Oracle Applications

Oracle BI Foundation

Right content shown to the right user

Supports iPlanet, Novell, MSFT AD,Oracle Identity Directory (OID), and others

Tightly integrated security model ObjectSecurity

UserSecurity

Data Security


SalesService &Contact Center

Marketing

Supply Chain & Order Management

Procurement & Spend Financials Human

Resources



Foundation Intelligence

Library



BIA Foundation Intelligence Library (FIL)

• The library is the implementation of best practices

• Facilitates rapid configuration of Dashboards

• Containing various types of reports

• Listed on Index Page


BIA Foundation Intelligence Library (FIL)• 25 best practice analytics dashboard libraries

for each BI Application• History, Trending, Distribution,Tiering, and

more• Leverages Advanced OBIEE Features

• Answers Formula Aggregations • Presentation Variables• Advanced View Layouts• Extensive, In-context Embedded Help

• Benefits• Dramatic expansion of content providing

function-specific, deep insight for each BI Application

• Best practice library provides rapid adoption of advanced OBI EE features


Seasonality : Patterns of monthly or quarterly values by year, over multiple years

Comparative Trending : Comparative monthly or quarterly trend charts for several individuals on a single metric

Eighty Twenty : Contribution measure of upper tier of a specific population

Toppers Heat-map :Top Individuals for two distinct dimensions on a single metric. Includes bi-dimensional matrix.

Comparative Distribution : Comparative representations of statistical distribution for a selected population over a dimension. ‘How is sales order size distributed year to year ?'

Value Based Tiering : Tier total of a metric in clusters (tiers) of equal values, with descending order of individuals

BIA Foundation Intelligence Library

Waterfall : Shows how an initial value is increased and decreased by a series of intermediate values

Scatter Cloud : Graphical summary of a set of data. Displays measures of central median, dispersion and skew

Benchmarking : Relative performance of individuals in a dimension benchmarked against a specific individual

Box plot Whisker : Comparative summary of a set of data. For each value in a dimension, shows measures of central, average, dispersion and skew


Page showing summary content of FIL for one single Subject Area. Allows easy, single-click access to each page and each online report documentation.

BI Apps Foundation Intelligence Library Index Page


•Detailed online functional and technical documentation content for each FIL report, accessible directly in context from each dashboards

•Comprehensive FAQ section with deployment, debug, and customization guidance

Foundation Intelligence Library Embedded Help


Extending the value of BI



BI Enterprise Edition Presentation Examples

CFO

How well are we meeting our financial goals and increasing shareholder value?

How can I get early warnings about revenue misses so I can manage costs and still make earnings?

Role Based Dashboards

How can I reduce the time it takes to generate periodic financial statements and reports?

What is our cash flow cycle and average DSO?

Controller

Line Manager

How is my department performing against planned budget/forecast?

What operating expenses are over budget?


DashboardPages

Roles

Performance Measures

Reports based on Multiple Sources

FlexibleView Selectors

Prebuilt Reportswith over 5200 metrics

Conditional Navigation

Highlighting

Guided Navigation

Example: Role Based Dashboard



Align Actions with Best PracticesGuided & Conditional Navigation Helps Novice Users

• Enables users to quickly navigate a standard path of analytical discovery specific to their function and role

• Enhances usability and lowers learning curve for new users

Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention

Guides users to next logical step of analytical discovery

GUIDED NAVIGATION

CONDITIONAL NAVIGATION

Guided drilldown

Actual TransactionsActual Transactions

Detail InformationDetail Information

Summary & TrendsSummary & Trends


Integrated Security



BI Integration

Oracle Disconnected Analytics


Oracle Briefing Books




Summary

In this presentation, the features of Oracle BI Applications we discussed are,

• Multiple Calendar Model

• Multiple Currency Model

• Data Integration from Multiple sources

• Localization

• Party data model

• Tight Integration with source system

• Foundation Intelligence Library

• Extending the value of BI

Thank You





Oracle BI Apps Boot CampBI Apps Architecture Overview



BI Apps Architecture Overview Agenda

•Product Overview

•Technical Overview

•Oracle Business Intelligence enterprise edition

•ETL – Overview

•ETL – Informatica Overview

•Data Warehouse Administration Console

Product Overview


Oracle BI Applications - Multi-source Analytic Apps Built on BI Suite EE Plus

PackagedPackagedETL MapsETL Maps

UniversalUniversalAdaptersAdapters

IVR, ACD, CTIIVR, ACD, CTIHyperionHyperionMS ExcelMS Excel

Other Data SourcesOther Data Sources

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices

Oracle BI Apps built on

Oracle BI EE Plus• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports• Common Enterprise Information Model

• Based on industry and analytic best practices


SalesService &Contact Center

Marketing

Supply Chain & Order

Management

Procurement & Spend Financials Human

Resources



Technical Overview


BI-Apps Technical Components

• Oracle Business Intelligence Enterprise Edition• Informatica• Data warehouse Administration Console


• Role Based Dashboards• Analytic Workflow• Guided Navigation• Security / Visibility• Alerts & Proactive Delivery

• Logical to Physical Abstraction Layer• Calculations and Metrics Definition• Visibility & Personalization• Dynamic SQL Generation

• Highly Parallel• Multistage and Customizable• Deployment Modularity

• Abstracted Data Model• Conformed Dimensions• Heterogeneous Database support• Database specific indexing

Adm

inis

trat

ion

Met

adat

a

Oracle BI Presentation

ServicesDashboards by Role

Reports, Analysis / Analytic Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI Server

Direct Access to

Source Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDWOther

Oracle BI Applications Architecture


OBIEE


Web Catalog OverviewA

dmin

istr

atio

n

Met

adat

a

Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW




•Role based dashboards•Prebuilt Reports/Dashboards•Guided Navigation•Conditional navigational links•Analytic Workflows•Alerts•Highlighting•Action Links to Oracle EBS, PeopleSoft, Siebel CRM


Role Based Dashboard

DashboardPages

RolesPerformance

Measures

Reports based on Multiple Sources

FlexibleView Selectors

Prebuilt Reportswith over 5200 metrics

Conditional Navigation

Highlighting

Guided Navigation

Example: Role Based Dashboard


Guided Navigation Guided Navigation

•Enables users to quickly navigate a standard path of analytical discovery specific to their function and role

•Enhances usability and lowers learning curve for new users

Conditional Navigation• Appears only when conditions are met and alerts users to potential out of

ordinary conditions that require attention• Guides users to next logical step of analytical discovery


Drill toDetail

Analytic Workflows – Financial Analytics


Navigate from Analytical to Operational Data

•Seamless navigation from analytical information to transactional detail.

•Works with Oracle EBS, Siebel CRM, PeopleSoft

Action Links


Adm

inis

trat

ion

Met

adat

a




Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data SourcesSiebelOracle SAP R/3 PSFT EDWOther

Metrics / KPIs


Physical Map

Oracle BI Server

•Multi-layered Abstraction•Prebuilt Metrics/Dimensions•Prebuilt hierarchy drills and cross dimensional drills •Prebuilt Aggregate navigation•Multi-pass complex calculated Metrics / KPIs•Federation of queries•Visibility & Personalization

Server Repository Overview


BI Applications – Prebuilt Metadata


Oracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications – Prebuilt Metadata

OBI EE Plus vs. BI Applications


ETL - Overview


Adm

inis

trat

ion

Met

adat

a




Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data

Data Warehouse /Data ModelD

AC

Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW

Other

ETL

Load Process

Staging Area

Extraction Process

DA

C

• Multiple Approaches to loading source data

• ETL Layered architecture for extract, universal staging and load

• Provides modularity and extensibility

• Architected for performance• All mappings architected with

incremental extractions• Data Warehouse Administration

Console (DAC)• Application Administration,

Execution and Monitoring

ETL Overview


Adm

inis

trat

ion

Met

adat

a




Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C

Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW Other

ETL

Load Process

Staging Area

Extraction Process

DA

C

Load

Load

Extr

act

Extr

act

SAPSAPPeopleSoftPeopleSoft

Source Independent Load

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel OLTPOLTP OracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r ABAP

App

Laye

r

Business AnalyticsBusiness AnalyticsWarehouseWarehouse

ETL Overview


Load

Load

Extr

act

Extr

act




Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r ABAP

App

Laye

r


Extract• Source-specific and Universal

Business Adapters• Expose simplified business

entities from complex source systems

• Converts source-specific data to universal staging table format

• Lightweight and designed for performance, parallelism

Data Extraction and Load Process


Load

Load

Extr

act

Extr

act

PeopleSoftPeopleSoft





PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r ABAP

App

Laye

r

Business Analytics Business Analytics WarehouseWarehouse

Extraction Modes• Direct Database Access

• Oracle EBS• Siebel CRM

• PowerConnect technology• PeopleSoft Enterprise

• Universal Business Adapters• Used for sources with no pre-

packaged business adapter• Transforms and loads data from

universal sources through a flat file interface

• Supply flat file(s) or tables meeting a defined standard format

• Reduces implementation and maintenance significantly compared to building full ETL solution from scratch




Load

Load

Extr

act

Extr

act






PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r ABAP

App

Laye

r


• Source Independent Layer• Encapsulates warehouse load

logic• Handles:

• Slowly changing dimensions• Key lookup resolution /

surrogate key generation• Insert/update strategies• Currency conversion• Data consolidation


ETL – Informatica Overview


Informatica PowerCenter Components- Services

• Informatica PowerCenter Administration Console • Configuration of domains • Support for server-grids • Configuration of services


Node Name:node01_oracle2go

Domain Dame:Domain_oracle2go

Informatica PowerCenter Components- Clients

• Informatica PowerCenter Client-tools: • Repository Manager • Designer • Workflow Manager • Workflow Monitor


Summary• In this presentation we have discussed the following points

• Describe the Oracle Business Intelligence Applications Logical architecture

• List the components supporting the Oracle Business Analytics Warehouse and list the functions performed by each one of them.


Thank You





Oracle BI Apps Boot CampBI Apps DAC Overview



Data Warehouse Administration Console

• Is a centralized console, providing access to the entire OBAW application to create, configure, and execute ETL

• Provides a framework for managing the entire life cycle of the OBAW implementations

• Provides an ‘easy-to-use’ interface for deploying, defining, administering, and monitoring data warehouse processes

Data Warehouse Administration Console - Advantages

• Exists as a dedicated component only for BI-APPS• Simplifies ETL customization and execution • Defines ETL subject areas and execution plans • Automates configuration of ETL for full and

incremental load of subject areas.• Performs automatic index management • Prioritizes and load balances ETL workflow execution • Compiles historical tracking of diagnostic ETL logs • Provides restart of ETL execution from point of failure• Updates database statistics on OBAW tables and

indexes


DAC Architecture

DAC User Interface

DAC Server Monitor icon:

orange = running;

red = not running; green = executing ETL

View buttons

Container Name

Subject Areas

Tabs access DAC entities

Navigation Tree


DAC - Views• DAC – Views are accessed through the View menu or

buttons • DAC – Views include Design,Setup and Execute

DAC - Views

Subject areas

Editable list of tasks

Editable list of tables


Design View • Provides access to view and define subject areas,tasks,data model and

related entities.• Specific to the selected source system container • Top pane contains tabs, each of which represents a component of the

subject area, in descending order• Bottom pane contains child tabs that relate to the tab selected in the

top pane


DAC - Views

Subject areas

Editable list of tasks

Editable list of tables


Setup View • Provides access to set up DAC system properties,Informatica

servers,Database connections and E-mail notification.

Source system properties

Informatica Servers

Data Sources

Email Recipients


Setup View: DAC System Properties Tab


Setup View: DAC System Properties

• Properties determine the behavior of the DAC server. • Examples

• Analyze Frequency (in days) - Number of days before DAC automatically updates database statistics

• CreateQueryIndexesAtTheEnd - During ETL, DAC server drops all query indices on targets; if set to True, DAC server groups all indices for creation after ETL is complete

• Analyze Tables - If set to True, DAC server automatically issues statements to update statistics when a table is truncated and loaded


Setup View: Physical Data Sources Tab • The Physical Data Sources tab is used to define

database connections for transactional and OBAW databases.

Target Warehouse Instance

Name,Schema Name and Database

credentials


Execute View • Provides access to run, schedule, and monitor

execution plans

List of all execution plans

Execute Tab

Run History Tab


DAC Containers • Entities in the DAC repository that define a source transactional

system • Contain DAC repository objects corresponding to the source

system • Standard container are preconfigured and cannot be modified • Can be copied to create custom containers

• Changes are tracked in the DAC. • Objects in copied custom containers are referenced from

the copied owner container. 1. Custom Container2. Oracle 11.5.103. Siebel7.8


DAC Objects

• Are stored in the DAC repository in a hierarchical format that defines a warehouse application.

• Are associated with a source system container • Can be referenced objects in other containers • Can be cloned objects in other containers


DAC Object Hierarchy

TasksTables

Dependencies

Execution Plans

Subject Areas

Schedules

Container

SDE_ORA_SALES_ORDERLINESFACT

W_SALES_ORDER_LINE_F

Complete Oracle 11.5.10

Sales – Order Lines

Monthly Sales Plan

EBS11.5.10

Extra Fact


DAC Objects • DAC objects include:

• Execution plans • Contain one or more subject areas • Derive component tables from subject areas • Can be executed manually or scheduled

• Subject areas • Logical grouping of tables related to a subject or

application • Assigned to execution plans

• Tables• Physical database tables in the transactional or

OBAW• Can be source, fact, dimension, hierarchy,

aggregate, or staging, among others


DAC Objects • DAC objects include:

• Tasks • Unique steps executed during ETL • Related to data transformation or database objects • Associated with a set of source and target database

tables,calling Informatica workflows • Can also create files, call database stored

procedures, and execute SQL or XML scripts or operating system commands

• Task Groups • A group of tasks you define to impose a specific

execution order


Tasks:Task Definitions

• The tasks tab is used to configure tasks.Tasks Tab

Task Name


Tasks:Source and Target Tables Child Tabs

• Source Tables and Target Tables tabs are used to specify source and target tables for tasks.

Specifies the table type to be “Source Table”

Specifies the name of source table

Container Name


Tasks: Build Image• The Build Image flag invokes the change capture

process for the base source tables listed for the task in Siebel CRM containers.

• Change capture is an internal DAC task that populates image tables of the corresponding base source tables.


Tasks: Build Image • The Build Image flag invokes the change capture processes both

Primary and Auxiliary source tables. • Primary: Primary source of data; track change in a single table • Auxiliary: Secondary source of data; track change in more than one

table

Image Suffix is 137 for S2_ADDR_ORG


Tasks: Build Image

• All Primary or Auxiliary table sources in the Siebel database are assigned an Image Suffix to assist with the change capture process.

• For example, S_ETL_R_IMG_73, S_ETL_I_IMG_73, and S_ETL_D_IMG_73 are the image tables for the S_INVOICE base source table.


Tasks: Phase Dependency Tab • Task Phase Dependency allows you to change the task

execution order. • It manages three properties:

• Action - The action to be taken in relation to the phase dependency • Wait: Wait for tasks of a specified phase to complete. • Block: Block all tasks of a specified phase from execution

until the specified task has been executed. • Grain

• For blocks, specifies whether the block affects all tasks of the specified phase or related tasks for the specified task• All: Action affects all tasks. • Related: Indicates the action will affect only related tasks

• Phase • The phase that applies to the action


Tables• Tables represent physical database tables in the

transactional or OBAW databases. • The Tables tab is used to define the data warehouse

data model.

List of IndexesSuffix number of image tables if table is a image

table


Subject Areas • Logical grouping of tables and tasks:• Extract for Invoice Fact and Load for Invoice Fact tasks are

part of the CRM - Sales subject area for the Siebel 7.8 container.

• Assembling a Subject Area


Execution Plans • Contain one or more subject areas from the same

source system container, defined based on business requirements

• Created and configured in the Execution Plans tab of the execute view


Examining Task Dependencies • The task dependencies for an execution plan are

available in the Ordered Tasks child tab.

Level of the task's dependency


Resetting OBAW • To delete Refresh Dates and run a full load of OBAW:

• Select Tools > ETL Management > Reset Data Warehouse

• Confirm that you want to perform a full truncate and load


Summary

• In this presentation, we have discussed how to:• Use the tools and views of the Data Warehouse

Administration Console (DAC) • Describe DAC objects, how they relate to each

other, and their roles in Oracle Business Analytics Warehouse (OBAW) ETL


Thank You






Oracle BI Apps Boot CampBI Apps Configurations for EBS and Siebel



BI Apps Configuration Agenda

•Source-Independent configurations

•Oracle EBS-Specific common configurations

•Oracle- BI Repository Connection Configurations

Source Independent Configurations


Source-Independent configurations

• Remain common across all the source systems and across all applications.

The following parameters remain common for all the source systems and across all the applications.• Initial Extract Date• Global Currencies• Exchange Rate • Fiscal Calendars


Source-Independent configurations


Initial Extract Dates

Global Currencies and Exchange Rates

Configure Global Currencies• Oracle Business Analytics Warehouse stores

amounts in 3 types of currencies• Document currency - Currency in which transaction has

occurred.• Local currency - Currency in which accounting entries are

recorded.• Global currency - Oracle BI Applications provides three global

currencies,which are the common currencies used by the Oracle Business Analytics Warehouse.

• DAC – Parameters to be set are• $$GLOBAL1_CURR_CODE (for the document currency).• $$GLOBAL2_CURR_CODE (for the local currency).• $$GLOBAL3_CURR_CODE (for the global currency)

Configure Fiscal Calendars• Oracle Business Intelligence Applications Version 7.9.6

supports the following calendar formats:• Enterprise (Global) - cross functional reporting calendar, which can

be fiscal or Gregorian.• Fiscal - Accounting or financial calendar• Gregorian - Regular calendar that starts on January 1st and ends on

December 31st.• 13 Period - a calendar is which each year is comprised of 13

periods.• 4-4-5 - each year is composed of twelve periods of either four weeks

of 28 days or five weeks of 35 days.• W_DAY_D is the base table that represents the time

dimension in the Oracle Business Analytics Warehouse• DAC parameters to be set are

• $$START_DATE - Specifies the start date of calendar• $$END_DATE - Specifies end date of calendar

Siebel – Specific Common Configurations


Siebel-Specific Common Configuration Steps• Siebel transactional source table (S_) from which

data is extracted• S_ETL_I_IMG_ table• S_ETL_R_IMG_ table


eBS – Specific Common Configurations


eBS-Specific Common Configuration Steps• Configuration Required Before a Full Load for Oracle eBS

• Configuration of Product Hierarchy (Except for GL, HR Modules)• Assign UNSPSC Codes to Products• Configure the Master Inventory Organization in Product Dimension

Extract for Oracle 11i Adapter (Except for GL & HR Modules)• Map Oracle GL Natural Accounts to Group Account Numbers• Configuring GL Account Hierarchies• Geography Dimension for Oracle EBS

• Configuration for Controlling the data Set for Oracle eBS• Configure the Country Region and State Region Name• Configure the State Name• Configure the Country Name• Configure the Make-Buy Indicator• Configure Country Codes


•Identify Category Sets from Oracle eBS.•Configure DAC Source System Parameters for ProductHierarchy.


Configuration of Product Hierarchy (Except for GL, HR Modules)

Parameter INV_PRODCAT_SE

T_ID1

Assign UNSPSC Codes to Products

• United Nations Standard Products and Services(UNSPSC) provides an open, global multi-sector standard for efficient and accurate classification of products and services.

• Load the file contents “file_unspsc.csv” into the W_PROD_CAT_DH table.


Map Oracle GL Natural Accounts to Group Account Numbers


CHART OFACCOUNTS ID

FROM ACCT TO ACCT GROUP_ACCT_NUM

1 101010 101099 CA

1 131010 131939 FG INV

1 152121 152401 RM INV

1 171101 171901 WIP INV

1 173001 173001 PPE

Configuring GL Account Hierarchies


•Required if deploying either Oracle Financial Analytics or Oracle Procurement and Spend Analytics or Oracle Supply Chain and Order Management Analytics

•Ways to configure GL-Account Hierarchies.•Using GL Accounting Flex field Value Sets Definitions

•Using Financial Statement Generator (FSG) Report Definition (for Oracle eBS)

Geography Dimension for Oracle eBS• Geography dimension is used as a roll-up dimension for the

Business Location and Geography dimensions.• The file that needs to be configured is

domainValues_GeoCountry_ISO_Country_Codes_ora.csv


Oracle – BI Repository Connection Configurations


Connection Pools in the OBA• General Configurations

• Data Warehouse Connection Pool• Data Warehouse Repository Initblocks Connection Pool• Static variables:

• OLAP_DSN• OLAP_USER• OLAPTBO

• Oracle SIEBEL OLTP specific configurations• Siebel OLTP DBAuth Connection Pool• Siebel OLTP Connection Pool• Static Variables to be set are OLTP_DSN and OLTP_USER

• Oracle EBS OLTP specific configurations• Oracle EBS OLTP DBAuth Connection Pool.• Oracle EBS OLTP Connection Pool. • Static Variables to be set are ORA_EBS_OLTP_DSN and

ORA_EBS_OLTP_USER.

Repository connectionsData warehouse Connection pool

Data warehouse Init Blocks

connection poolEbs OLTP Connection Pool

Siebel OLTP connection pool

• In this presentation we have discussed the following points• Describe the common configurations .• Describe common configurations required for EBS source

system.• Describe the OBIEE repository configurations.

Summary

Thank You






Oracle BI Apps Boot CampBI Apps Data Model


BI Apps Data Model

• Objectives

• Data Model Overview

• Conformed Dimensions

• Type of Facts


Data Model Overview



BI Apps Data Warehouse• The BIA data warehouse is build using database tables• Classified as

• Target tables• Dimension tables• Mini Dimension tables• Sub Dimension tables• Fact Tables• Dimension hierarchies tables• Extension tables

• Staging tables• Dimension Staging tables• Fact Staging tables


Data Warehouse table naming Convention

• Naming Convention for Data warehouse• All table names are prefixed with W_*(W for data warehouse)• Tables used as dimensions are suffixed with _D• Tables used as dimension hierarchies are suffixed with _DH• Tables used as mini dimension are suffixed with _MD• Tables used as facts are suffixed with _F• Tables used as aggregates are suffixed with _A• Tables used as extensions are suffixed with _dwx• Tables used as dimension staging are suffixed with _DS• Tables used as fact staging are suffixed with _FS

Fact/Dimension Tables Structure• Fact/Dimension Tables together creates Star Schema• Each table has following set of columns

• INTEGRATION_ID - Unique identifier• DATASOURCE_NUM_ID - Identifier for OLTP source• ROW_WID - Surrogated Key • ETL_PROC_WID – ETL Process Used

• In each Dimension table• ROW_WID is a numeric column used to join to fact tables• In some cases, the ROW_WID is shared between the

dimension and dimension hierarchy tables• ROW_WID value of zero is reserved for unspecified

combination of natural keys in fact tables of natural keys in fact tables


Fact/Dimension Tables Structure• Fact/Dimension Tables together creates Star Schema• Example is given below


ROW_WID

INTEGRATION_ID

DATASOURCE_NUM_ID

ETL_PROC_WID

ROW_WID INTEGRATION_ID

DATASOURCE_NUM_ID

ETL_PROC_WID

ROW_WID

INTEGRATION_ID

DATASOURCE_NUM_ID

ETL_PROC_WID

ROW_WID_OF_DIM1

ROW_WID_OF_DIM2

Fact Table

Diemnsion 1 Dimension 2

Dimension Hierarchies Tables

• Tree hierarchies are flattened and stored in DH tables• Example : Org Structure, Product Hierarchies

• They contain level indicators in them• Used to decode Hierarchies at run time

• Some pre built hierarchy tables are as belowW_GEO_REGION_DH W_INDUSTRY_DH

W_INT_ORG_DH W_OPTY_DH

W_ORG_DH W_PERIOD_DH

W_POSITION_DH W_PRODUCT_DH

W_PRODCAT_DH W_REGN_DH


Dimension Hierarchies Tables

•Example a Hierarchy is flattened in form of table

•L1 is highest level forms left most column

•L5 is lowest level forms the rightmost column

L1

L2

L3

L4

L5

L1 l2 L3 L4 L5

Table

Hierarchy


BI Apps Mini Dimension

• Mini dimension represent Miniature of Full Dimensions• They have most frequently queried attributes (columns)

• Of other full dimensions in BIA data warehouse• Hence used as tool to Improve Performance/Convenience

• Some pre built mini dimension tables are given below• W_RESPONSE_MD• W_ASSET_MD• W_OPTY_MD• W_ORDER_MD• W_SRVREQ_MD

Staging Tables• Populate with the incremental data from source

• Target in extract processes

a.k.a Source Dependent Extract(SDE)

• Source tables for load processes

a.k.a Source Independent Load (SIL)

• Different type of staging tables used for Dimension and Fact Staging


BI Apps Aggregate Tables• The aggregate tables are precompiled aggregated

data

• Aggregation is performed in ETL process

• At run time it saves time needed for aggregation

• Hence used as tool to improve performance

Day_WID Product_Row_WID ___1 12 1

2 Month_ROW_WID Product_Row_WID ___30 1 1

2 12

30Transaction Grain Table

Aggregate Grain Table

Star Schema• Is a denormalized format

that is more effective for query processing

• Is populated by ETL processes

• Is composed of One fact table and a set of dimension tables

• The joins that relate the dimension tables to the fact table are 1 to N nature

Dimension

DimensionDimension

Dimension

Fact


Conformed Dimensions



BI Apps Conformed Dimension• Conformed dimension represent common business entities

• Example is Time/Customer/Products

• Conformed dimension do not change with Source System/Business logic/BIA Module

• They remain intact even when we customize BIA• They remain intact when we expand data warehouse• They contain Hierarchies that changes on Business Process

EAI

Products

Manufacturing Products

Sales Products

Supplier Products

•

•

Stores primary product information such as Product Num, Description, Type, Hierarchy etc.

Stores MRP attributes of product at Plant/Storage Location level such as Safety Stock, Lot Size etc.

Stores sales related information of product at Product and Sales Org such as Sales Price and Order Shipping Times etc.

Stores vendor related information of product at Product and Supplier level such as Pricing and Order Lead Times etc.

Oracle Business Analytics Warehouse - Product Family Dimensions


EAI

Customers

Customer Locations

Customer Contacts

Customer Accounts

Household

•

•

Stores primary customer information such as Customer Number, Name etc.

Stores customer location information such as Ship To, Bill to and Sold To etc.

Stores customer contact /address information such as Business Contact, Account Manager etc.

Stores customer account information such as Credit Limit, Pay Terms code etc

Stores household information such as Household Primary Name, Number of People within Household, Wealth etc.

Oracle Business Analytics Warehouse – Customer Family Dimensions


EAIETL

Supplier

Supplier Accounts

•

Stores primary supplier information such as Supplier Number, Name etc.

Stores supplier account information such as Bill Of Exchange Limit, Pay Terms code etc.

Oracle Business Analytics Warehouse – Supplier Family Dimensions


Employees

Positions

Business Contacts

Users

•

Stores primary employee information such as Employee Number, Name, Gender etc.

Stores information about HR positions (E.g. Western Area Sales Manager) filled in by employees and their hierarchy

Stores contact /address information of internal contacts such as Sales Rep, Sales Manager and Account Manager etc.

Stores employee Login and Security Profile Information

Oracle Business Analytics Warehouse – Employee Family Dimensions


EAIETL

Business Organizations

Business Locations

Stores information of all internal organizations such as Company/Legal Entity, Purchasing Organization, Sales Organization etc.

Stores information of all internal locations such as Plant/Warehouse, Shipping Location, Receiving Location etc.

Oracle Business Analytics Warehouse – Internal Orgs and Location Dimensions


EAIETL

Date

Hour of the Day

• Stores the information of the day at a grain of hour

Stores Gregorian and Fiscal calendar hierarchy information

Time of the Day Stores the information of the day at a grain of Seconds

Oracle Business Analytics Warehouse – Date Family Dimensions


EAI

Employment

Jobs

Pay Grades

Pay Types

•

• •

Stores information about Employment Status, Sub-Status, Employment Category, Full Time Flag, Exempt Flag etc.

Stores information about different jobs in an organization such as Job Code, Job Description, Job Level etc.

Stores information about range of pay for various pay grades such as Pay Grade Code, Description, Upper and Lower Limits of pay

Stores information about various types of compensation or deduction such as Type Code, Description, Taxable Flag, Group etc.

Oracle Business Analytics Warehouse – HR Specific Dimensions


EAI

Profit Centers

Cost Centers

Event Types

Reasons

Terms

•

Stores profit center information such as Number, Name and Hierarchy etc.

Stores cost center information such as Number, Name and Hierarchy etc.

Stores attributes for all possible event types for any activity such as Event Category, Event Class, Event Group etc.

Stores various reasons for which customers contact an organization such as “calling about new products”.

Stores different attributes of payment terms such as Term Name, Category, Type, Day Limit etc.

MethodsStores information about Payment Methods etc

Oracle Business Analytics Warehouse – Other Conformed Dimensions



Type of Facts


Types of Fact Tables• In BIA most vital Information is the Facts

• e.g. Sales Order Lines, Sales Cycle Lines, etc.

• Types of Fact Tables• Transactional Facts• Snapshot Facts• Cycle Lines Facts• State Transition Facts• Aggregate Facts

Transactional Facts• Mirror of transactional data from the source

• Usually Transferred with any transformation/aggregation

• Do exist is same form inside OLTP application• Useful in Data Reconciliation with OLTP

• Lowest atomic grain of each transactional record• Useful with Business Transaction Id (natural

key)• E.g. Employee Events Fact, Order Lines Fact


Snapshot Facts

• Snapshot of balances across time• Please note Time is most important dimension to replace

• Useful Information which often get overwritten in EBS• Many snapshots over time(series) draw trends over

time• Mostly is related to monetary/material information

• For which Balance represents valuable information

• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline


Cycle Lines Facts

• Typically store process cycle times• Total Time to finish a business cycle for One Transaction

• example Total Time to accomplish given Order • Average time to finish a business cycle for One Process

• example Average Time to fulfill all Orders• Used to monitor performance of Business Cycles

• Derived from multiple fact tables• E.g. Sales Order Cycle Lines, Purchase Cycle Lines


State Transition Facts• Required for specialized transition count metrics

• Count of number of entities • In a given state at given time• Have changed states• Example Added/Deleted Customers today

• Usually a Count of a Business Entity


Aggregate Facts• Build using Aggregation of Transactional facts

• Aggregation is done over different levels of Dimension

• Monthly/Yearly/Quarterly• Using Different aggregation operators

• Example Sum/Min/Max• Customizable by changing Aggregation

Operator/Level• Performance enhancement on key metrics

• E.g. Payroll Aggregate (out of box monthly, but configurable to other grains)



Oracle Financial Analytics

Star Schemas

Oracle Financial AnalyticsSubject Areas

• AR Overview• AR Balance• AR Invoice Aging• AR Transactions• AP Overview• AP Balance• AP Invoice Aging• AP Transactions

• GL Activity – Balance Sheet• GL Budget and Expenses• GL Activity – Cash Flow• GL Detail Transactions• Company Profitability• Customer Profitability• Product Profitability• Revenue Analysis

Oracle Financial AnalyticsAccounts Payables Transactions

AP Transactions

Company/Legal

Entity

EAIETL

BusinessArea

AP LineItem

Details

Cost Center

Purchasing

Org

Supplier

Date(Posted/Receipt/Invoice/Order..)

GL Account

SupplierAccount

PaymentTerms

Example Metrics• AP Avg Invoice Amount• AP Avg Payment Amount• AP Avg CR Memo Amount• AP Avg DR Memo Amount• AP Avg Supplier Payment

Days• AP Overdue Items to Total %• AP Payment Amt to Invoice %• AP Times Paid After Due• AP Times Paid Before Due• AP Total Payment Amount• AP Total Payment Days• AP Weighted Days in

PaymentsFeatures Includes 17 logical dimensions and 20 out of the box metrics Provides ability to analyze transactions at all levels Data stored at the line item level for all transactions – Payables, Payments

and Adjustments

Ledger

Oracle Financial AnalyticsAccounts Receivables Transactions

AR Transactions

Company/Legal

Entity

EAIETL

BusinessArea

Cust Loc(Bill to / Sold to..)

SalesRegion

SalesOrg

Customer

Date(Posted/Invoice/Order/

Transaction..)

GL Account

CustomerAccount

AR LineDetails

Example Metrics• AR Avg CR Memo Amount• AR Avg Customer Payment

Days• AR Avg DR Memo Amount• AR Avg Invoice Amount• AR Overdue Items to Total %• AR Times Paid After Due• AR Times Paid Before Due• AR Total Payment Amount• AR Total Payment Days• AR Unapplied Payment

Amount• AR Weighted Days in

Payments• AR Credit Memo Count• AR Debit Memo Count

Features Includes 20 logical dimensions and 23 out of the box metrics. Provides ability to analyze transactions at all levels – Summary and Details Data stored at the line item level for all transactions – Receivables, Payments

and Adjustments

Ledger

Oracle Financial AnalyticsGL Activity – Balance Sheet

GL Activity

BusinessArea

Date(Balance Dk..)

GLAccount

Company/Legal

Entity

Example Metrics• Operating Cycle• Cash Cycle• Working Capital

Turnover• LT Assets Turnover• Total Assets Turnover• Days Cash in Hand• Times Interest Earned• Debt to Equity• Current Ratio• Quick Ratio• Capex Ratio• NWC To Assets• Closing Group Amount

Features Includes 4 logical dimensions and 58 out of the box metrics Ability to publish a complete Balance Sheet including trial balance

analysis Provides ability to trend over time GL Balances and all metrics including

complete B/S

Ledger


Oracle Supply Chain and Order Management Analytics

Star Schemas

Oracle Supply Chain and Order Management AnalyticsSubject Areas

• Sales Order Lines• Sales Booking Lines• Sales Schedule Lines• Sales Backlog Lines• Sales Backlog History• Sales Pick lines• Sales Invoice Lines

• Sales Cycle Lines• Sales Customer Status

History• Accounts Receivables• Inventory Balance• Inventory Transaction• Inventory Bill of Material

Sales Order Lines

Sales Order Details

EAIETL

Cust. LocationSold to / Ship to / Bill to

DatePayment Terms

Sales Channel

ProductsMfg / Sales / Supplier

Employee

Customers

LocationsPlant / MfgShip / Storage

Sales Orgs

Example Metrics• # of Cancelled Order

Lines• # of Customers• # of First Customers• # of Order Lines• # of Orders• # of Products• # of Returned Order Lines• % Order Discount• Average # of Products per

Order• Average Order Size• Cancelled Amt / Qty• Orders to Booking Close

Rate• Outstanding Booking

Amt / Qty• Total Ordered Amt / Qty• Total Return Amt / Qty

Features Includes 27 logical dimensions and 33 out of the box metrics Provides ability to do detailed analysis of sales order lines Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Order Lines

Oracle Supply Chain and Order Management AnalyticsSales Booking Lines

Sales Booking Lines

Sales Order

Details

EAIETL

Cust LocationSold to / Ship to / Bill to

DatePayment Terms

Sales Channel


Employee

Customers

LocationsPlant /Ship / Storage

Sales Orgs

Example Metrics• # of Order Lines• # of Returned Lines• Adjustment Amount• Booked COGS• Booked List Amount• Discount Booked Amount• Number of Adjustments• RMA Value Rate• RMA Volume Rate• Total Booked Amount• Total Booked Quantity• Total Return Amount

Features Includes 25 logical dimensions and 12 out of the box metrics Provides ability to do analysis of bookings and insight for optimally handling

booking / RMA issues Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Schedule Lines

Sales Schedule Lines

Sales Schedule Details


Date

Sales Channel



Sales Orgs

Example Metrics• Confirmed Scheduled

Base Quantity• Confirmed Scheduled

Quantity• Issued Early Quantity• Issued Late Quantity• Issued On time Quantity• Number of On Time

Scheduled Items• Scheduled COGS• Scheduled Items Issued

Quantity• Total Scheduled Amount

Features Includes 25 logical dimensions and 9 out of the box metrics Provides ability to do detailed analysis of the sales scheduling process Data stored at transaction grain and at schedule line level

Sales Order Details

Customers

Oracle Supply Chain and Order Management AnalyticsSales Backlog Lines

Sales Backlog Lines

Sales Order

Details

EAIETL


DateTxn. / Promised / Booked

Backlog Status

Sales Channel


Employee

Customers

LocationsMfg / Plant /Ship / Storage

Sales Orgs

Example Metrics• Hold Value Rate• Hold Volume Rate• Financial Backlog Amt /

Qty• Blocked Backlog Amt / Qty• Delinquent Backlog Amt /

Qty• Scheduled Backlog Amt /

Qty• Unscheduled Backlog Amt

/ Qty• Operational Backlog

Amount• Operational Backlog

Quantity• Total Open Credit Memo

Request Value• Total Open Debit Memo

Request Value• Total Open RMA ValueFeatures

Includes 27 logical dimensions and 22 out of the box metrics Provides ability to do analysis of backlog and insight for optimally handling

backlog issues Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Backlog History

Sales Backlog History

Sales Order

Details

EAIETL


DateTxn. / Promised / Booked

Backlog Status

Sales Channel


Employee

Customers

LocationsMfg / Plant /Ship / Storage

Sales Orgs

Example Metrics• Financial Backlog Amount• Financial Backlog Quantity• Operate Blocked Backlog Amt• Operate Blocked Backlog Qty• Delinquent Backlog Amt / Qty• Scheduled Backlog Amt / Qty• Unscheduled Backlog Amt /

Qty• Operational Backlog Amount• Operational Backlog Quantity• Total Open Credit Memo

Request Value• Total Open Debit Memo

Request Value• Total Open RMA Value

Features Includes 27 logical dimensions and 15 out of the box metrics Provides ability to do analysis of backlog trends based on historical

snapshots of sales backlogs Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Pick Lines

Sales Pick Lines

Sales Pick Details


Date

Sales Channel


Employee

Customers


Sales Orgs

Example Metrics• Actual Picked Quantity• Number of On Time Picks• On Time Pick Rate• On Time Picked Quantity• On Time• Picked COGS• Planned Pick Quantity• Shipped COGS• Total Picked Amount• Total Shipped Amount

Features Includes 26 logical dimensions and 10 out of the box metrics Provides ability to do detailed analysis of the sales pick process Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Invoice Lines

Sales Invoice Lines

Sales Order Details

EAIETL


DatePayment Terms

Sales Invoice Details


Employee

Customers


Sales Orgs

Example Metrics• Average Discount Paid• Average Invoice Value• Cancelled Amt / Qty• CR / DR Memo Amount• Gross Profit• Invoice to List Price Rate• Invoiced COGS• Invoiced Discount Amount• Invoiced Freight Amount• Invoiced List Amount• Invoiced Sales Tax

Amount• Net Invoiced Amount• Number of Invoice Lines• Number of Invoices• Total Invoiced Amt / Qty

Features Includes 30 logical dimensions and 21 out of the box metrics Provides ability to do detailed analysis of sales invoices Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Cycle Lines

Sales Cycle Lines

Sales Order Details

EAIETL


DateOrder / Book / Pick / Ship / Invc.

Payment Terms

Sales Cycle Details


Employee

Customers


Sales Orgs

Example Metrics• # of Orders• Cancelled Quantity• Invoice Amount• Order To Invoice Days Lag• Order to Pick Days Lag• Order To Ship Days Lag• Ordered Quantity• Sales Quantity• Ship Early Amt / Qty• Ship Late Amt / Qty• Ship On time Amt / Qty• Shipment Amount• Total Invoiced Quantity• Total Pick Quantity• Total Ship Quantity

Features Includes 30 logical dimensions and 27 out of the box metrics Provides ability to do analysis of sales cycle times and ensure process

efficiencies Data stored at transaction grain and at line level

Oracle Supply Chain and Order Management AnalyticsSales Customer Status History

Sales Customer Status History

EAIETL

Cust LocationSold to / Ship to

Date

Example Metrics• # Active Customers• # Dormant Customers• # Existing Customers• # Inactive Customers• # Lost Customers• # New Customers• # Recent Customers• # Total Customers• Customer Inactivity Ratio

Features Includes 4 logical dimensions and 9 out of the box metrics Provides ability to do analysis of customer status and insight into leading

indicators of churn Data snapshots taken for historical analysis

Customers

Oracle Supply Chain and Order Management AnalyticsAccounts Receivables

Receivables

Customer

Date(Balance DK..)

Example Metrics• Closing Group Amount• Opening Group Amount• Closing Local Amount• Opening Local Amount• Credit Limit Used %• Total AR Overdue Amount• AR Overdue Amount to Total

%• Total AR Due and Overdue

Amt• AR Overdue Items to Total

%• Days Sales Outstanding• AR Turnover

Features Includes 3 logical dimensions and 11 out of the box metrics Provides ability to analyze historical and current AR Balances by above

dimensions Flexible to construct AR Balances for any time period

Company

Oracle Supply Chain and Order Management AnalyticsInventory Balance

Inventory Balance

Product

ETL

Date & Time

Location

Example Metrics• Opening Quantity• Available Quantity• In Transit Quantity• Inspection Quantity• Restricted Quantity• Blocked Quantity• Returned Quantity• Replenishment Quantity• Available Consignment

Qty• Inspection Consignment

Qty• Restricted Consignment

Qty• Inventory Turn• Reorder Point

Features Associated with ~6 logical dimensions and Provides ~20 Out of Box Metrics Provides ability to do analysis at Product and Location level Transaction data stored at daily balance level

Oracle Supply Chain and Order Management AnalyticsInventory Transaction

Example Metrics• Actual Issue Quantity• Actual Receipt Quantity• Material Group Amount• Returned Quantity• Returned Amount

Features Associated with ~10 logical dimensions and Provides ~5 Out of Box Metrics Provides ability to do analysis at Product, Location, Customer and Supplier

levels Transaction data stored at event level

Inventory Transaction

EAIETL

Product

Cost Center

Location

CustomerMovement Type

Transaction Type

Supplier

Date &Time

Company

Oracle Supply Chain and Order Management AnalyticsInventory Bill of Material

Inventory Bill of Material

BOM Header

EAIETL

BOMItem

Example Metrics• Quantity Per Assembly• Extended Item Quantity

Features Associated with ~5 logical dimensions and Provides ~2 Out of Box Metrics Provides ability to do analysis up to 10 BOM levels Data stored at BOM item level

EffectivityDate

BOM Sub-

Assembly


Summary

• In this presentation we have discussed the below:

• Data Model Overview

• Conformed Dimensions

• Type of Facts

Thank You






Oracle BI Apps Boot CampBI Apps Customization



BI Apps Customization Agenda

•Introduction to customizations.

•Reports and ETL customizations.

Introduction to customization


Customization

• Process by which the BIA Warehouse that may include tables,columns,transform and load (ETL- mappings) and such other components are modified to accommodate new data for analysis or cater to additional business requirements.


Reasons for customizations

• Transactional Applications Modifications• BI Applications Extensions


• User Interface

• Data Model Extensions

• New entities (business components)

• Different relationships between components

• Modified visibility rules

• Different authorization/authentication


Transactional Application Modifications

BI Applications Extensions

• Different reporting requirements (dashboards, navigation, requests)

• New KPI’s or reporting entities based on existing ones

• Different hierarchies

• Change data capture logic

• New facts and/or dimensions (unsupported functionality)

• Additional source systems or data warehouses


Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.

Extension of ETL for extension columns, descriptive flex fields, additional tables, external sources, etc.

Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.

Additional dashboards and reports, guided and conditional navigations, iBots, etc.

Level ofEffort

Degree of Customization

Easy

Moderate

Intermediate

Involved

Dashboards & Reports

OBIEE Metadata

DW Schema

ETL

Typical Effort & Customization balance


Reports and ETL Customization


BI EE Dashboard Customization

• Easiest and Most frequently done customization• Done for minor format change to addition of new

dashboards• Dashboard/Answers Request created modified

• For Look and Feel• For new report/content from existing/newly added BI

EE metadata• For accommodating changes made inside Data

Warehouse• Its not necessary to change in BI EE Metadata/Data

Warehouse


Example:BI EE Dashboard Customization


BI EE Metadata Customization

• Done inside BI EE Metadata Repository• BI EE fact columns are made up of

• Base Measures• Those which do not involve any calculation

• Derived Measures• Build by calculations of derived measures

• Customization is done to create/alter new derived measure• Incase we have required base measures present

• Customization is also done incase we need to change Data Warehouse


Example:BI EE Metadata Customization


ETL Customization

• ETL customization can be done for -• Extracting the additional rows from source.• Addition of new columns.• Addition of new dimensions,facts.


Customization Scenarios

• Type 1 – Meant to add additional columns from source systems.

• Type 2 - In this type of customization, we use prepackaged adapters to add new fact or dimension tables to the data warehouse. These type of customizations normally require that we build new SDE and SIL mappings.

• Type 3 – Here we use the Universal adapter to load data from sources that do not have pre-packaged adapters.


Customization Scenarios


Type I Customization:Adding columns to Existing Tables • Type I customizations involve extracting additional

columns from source systems that are already mapped (for example, Siebel or Oracle) and loading the data into existing data warehouse tables.

• Example


Type I Customization:Extending Mappings • Existing mappings and tables are extensible. • Sample placeholders demonstrate how to pass and

store additional data. • Oracle BI Applications provides a methodology to

extend pre-configured mappings to include additional columns and load the data into existing tables.

• Always copy OOTB mappings first into a custom folder and modify existing logic or columns in the custom mappings.


Type I Customization: Safe Path • Most mappings have a single placeholder column, named

X_CUSTOM, that marks a safe path through the mapping. • All extension logic should follow the same route through

the mapping as X_CUSTOM. You can add additional transformations to the mapping, but they should follow the same route through the mapping as X_CUSTOM. The graphic shows the pre-configured logic in grey. You should not modify anything contained within these objects. You should add customizations to the existing mapping, which allows them to run parallel to the existing logic.

Preconfigured Source

Extension

Preconfigured Target

Extension Target

Preconfigured Logic

Extension Logic


Type I Customization:Impact of Customization on Upgrade • If the mapping does not change during an upgrade

then all extensions are retained.• If the mapping experiences changes to the

encapsulated logic then all extensions are retained.• Extensions to the exposed objects are retained.


Type I Customization: Points to Remember • Encapsulated objects must never be customized unless

directed by Oracle. • Exposed objects can be extended but must never be

otherwise be modified. • Minimize the number of changes to exposed objects by

using custom objects. • Custom objects are never changed during an upgrade. • Custom object approach is the preferred approach if ETL

time is acceptable.


Type I Customization: Typical Steps to Extend Mappings• Copy the appropriate mappings to a

custom Informatica folder. • Extend the source and target tables

by making changes to the tables in the database.

• Extend the Source Dependent Extraction (SDE) and the Source Independent Load (SIL) mappings by bringing in the additional columns.

• Copy the appropriate workflows to the custom Informatica folder.

• Update the Data Warehouse Administration Console (DAC) with the necessary changes.


Type II Customization: Adding Additional Tables • Use pre-packaged

adaptors to add new fact or dimension tables to datawarehouse.

• Build new SDE and SIL mappings.


• SDE-Mapping

• SIL-Mapping

Type II Customization: Considerations

• Use required system columns. • Register tables and indices in the DAC. • Register new tasks for Informatica workflows, assemble

subject areas and build execution plans in the DAC. • Use the naming convention: WC_TABLENAME_<table

type>


Type II Customization: Required Columns • Staging tables : INTEGRATION_ID, DATASOURCE_NUM_ID.• Fact, dimension and extension tables: INTEGRATION_ID,

DATASOURCE_NUM_ID, ROW_WID, ETL_PROC_WID

•INTEGRATION_ID Stores the unique identifier of a record as in source table.

•DATASOURCE_NUM_ID Stores the data source from which data is extracted.Ex:Siebel OLTP = 1.

•ROW_WID Sequence number generated during ETL process,unique identifier for tables.

•ETL_PROC_WID Stores the ID of the ETL process information,details of ETL process are stored in S_ETL_RUN in OLTP and W_ETL_RUN in the warehouse.


Type II Customization: Custom Folders

• Create custom SDE and SIL folders in Informatica and make changes in them.

• Do not change objects in shipped folders.• Copy existing objects from the shipped folders into the

corresponding custom folders. • Reuse existing business components, source and

target definitions,transformations,mapplets and mappings.


Type II Customization: Custom Workflows

• Create custom workflows for all customized mappings.• Each workflow should load only one table. • The workflow name should match a session name that

is used inside the workflow. • Set the appropriate source and target connection

values in Informatica Designer. • Register workflows in the DAC.


Additional Customization Considerations

• Table definitions in Informatica.• Update Strategy • ETL process • Truncating target tables• ETL_PROC_WID • DATASOURCE_NUM_ID • Creating Indices • Naming Conventions • Configuring the DAC


Truncating Target Tables

• Truncating should be done through the DAC.• A single DAC task has one placeholder for a full load,

and one for an incremental load.

SDE Session SIL Session

Full ETL Truncate TruncateIncremental ETL Truncate Do not

Truncate


Creating Indices

• Staging tables typically do not require indices. • Create indices on all columns that the ETL uses for

dimensions and facts.• Define indices to improve query performance.• Register new indices in the DAC.


Naming conventions

Data warehouse Base Staging

Fact Table WC_XXX_F WC_XXX_FS Dimension Table WC_XXX_D WC_XXX_DS Dimension Hierarchy Table WC_XXX_DH WC_XXX_DH

S Aggregated Fact Table WC_XXX_A


• In this presentation we have discussed the following points• Describe the need for customizations• Describe different types of customizations and effort

involved in implementing each one of them.

Summary

Thank You






Oracle BI Apps Boot CampBI Apps Integration with EBS


BI Apps Integration with EBS Agenda

• Objectives

• Needs and Advantages of Integration

• Accessing EBS reports from BI Apps

• Accessing BI Apps from EBS

• Other methods for Integration


Needs and Advantages of Integration



Needs and Advantages of Integration• BIA and EBS are two different and complementary

applications

• BIA contains Aggregated Information till last update

• EBS contains up to moment transactional Information

• Often users need integration to facilitate:

1. Lineage(Source) of Information in BIA

• Tracking the BIA data to transaction data

2. Avoid (re)storing them in BIA Data Warehouse

3. BIA reports from EBS at time of Business Transaction


Application can be Integrated with BIA• Following business applications can be integrated

• Oracle EBS with version different versions

• Oracle Siebel Applications

• Oracle People soft Applications

• Oracle SOA suite applications can be integrated

• Oracle Web Center

• Oracle BPEL Process Manager


Accessing BI Application

From EBS



Accessing BI Dashboards from EBS• To access BIA from EBS helps EBS users access BIA

without login• On login user can access either answers or dashboard

• In case dashboard then it will be users default dashboard

• Inside EBS the steps are as follows• Step1 User needs to login as System Administrator Responsibility

• Step 2 New user function need to be created with Type = SSWA jsp

• Step 3 In this function HTML call need to be defined for Answers or Dashboard

• Step 4 After function we need to create a menu and assign the above Menu to a Responsibility

• Step 5 Responsibility need to be assigned to User

• Step 6 Assign a Profile for Responsibility with URL of the OBI EE

BI Integrated with EBS


Embed links to Dashboards andAnswers in EBSEBS Configuration – High Level Steps• Create a form function, using the type ‘SSWA jspfunction’ and a html call• Create a menu• Assign function to menu• Associate menu to a responsibility• Assign responsibility to user• Set profile for responsibility


Create Function and assign to Menus& ResponsibilitiesLogon to your EBS environment• Select responsibility System Administrator from the responsibilitynavigator (left) pane• After you select the responsibility from the left pane, the availablemenus are shown in the right pane• 4. Using these menus create the following:• a. Function• b. Menu• c. Responsibility• d. User• e. Profile


Create the Function•From the Application menu, choose Function.• Give your function a name, User Function Name andDescription and save your changes.


Create the Function(cont’d)•In the Function properties tab ,enter value Type= SSWA jsp function


Create the Function(cont’d)

•In the Web HTML tab, enter HTML Call=OracleOasis.jsp?mode=OBIEE&function=Answers• For linking to the dashboard use function=Dashboard)


Create the Menu•Start by selecting Menu under Application


Create the Menu (cont’d)•Create a new Standard menu and give it a Name and User Name. In Function enter the name of the Function created in the previous step


Assign to Responsibility•Choose the application that you are creating the Menu for and for Responsibility Key define any unique value as shown. This key is used at the Oracle BIEE end because of its uniqueness• Choose Oracle Self Service Web Applications under Application From and under Data Group choose Standard and reenter the Application name•For the Menu, enter the value you created in the previous step


Assign Responsibility to User•Create/Select the user•Assign the new responsibility to the user


Assign a Profile• From Application>Profile• Check the responsibility option and in profile type %oracle business% and click on Find• This will bring you to another screen. Under responsibility,enter the URL of the Oracle BI server.The URL should look like http://AnalyticsPresentationServername.us.oracle.com:port

BI in a Portal via JSR-168/WSRP


Accessing EBS from

BI Application



Action link• Action Link is Oracle BI EE RPD Column

• Exposed as valid HTTP URL

• Which changes from application to application

• Generated inside external applications example EBS

• Action links enable end users to drill

• At run time to EBS with correct parameter value

• The linking take place seamlessly

• While drilling users need not login again to fetch URL

Web Browser

Action Link Integration to EBS

Oracle EBS Oracle BI

user

validate session via the ICX cookie

establish connection with Oracle EBS

Query EBS via Opaque view SQL

5log in once

store ICX session cookie in browser

1

24

3

drill back to Oracle EBS via Action Links

7

6

Receive Action Links

URL from Oracle EBS


Drilling from BIA Reports to EBS• The process of Integration is as follows

• Step 1 Identify the BIA report to be Integrated

• Step 2 Identify EBS report that will be integrated.

• Step 3 Ensure that SSO is enabled

• Step 4 Configure BI EE RPD for EBS Context

• Step 5 Action link Configuration-BI EE Repository

• Step 6 Create SQL to Generate the Action Link

• Step 7 Configure BI EE Presentation Service

• Step 8 Configure Action Link in Answers report


Configure BI EE RPD for EBS Context•To connect Oracle EBS following needed inside connection pool of Oracle EBS OLTP database in physical layer

•Super user ID and password

•Below text in Execute on Connect field call /* value of(NQ_SESSION.ACF) */ APP_SESSION.validate_icx_session('valueof(NQ_SESSION.ICX_SESSION_COOKIE)')

•Usually text appears in Out of box repository


Action link Configuration-BI EE Repository

• Step1 : In physical layer as an Opaque view which contains two columns

• Transactional key

• URL

• Step 2: Definition of above Opaque view (SQL)

• Depends on source application and its version as well

• The view does not contain Security Credentials


Action link Configuration-BI EE Repository

• Step 3: View need be joined to the Physical and Logical tables

• Using an appropriate natural key of transactional system

• Step 4: Action link column must be exposed in presentation layer

• For end users who uses BI EE presentation service


Configure BI EE Presentation Service•Presentation Service Configuration is done in •Step 1: Open InstanceConfig.xml in

•You can find the same in•<InstallDir>:\OracleBIData\web\config

•Step 2 : Local Tag <Analytics Web>•Step 3: Add Below text in file

Configure Presentation Service•Below text need be added inside InstanceConfig.xml

•<WebConfig> <ServerInstance> <CatalogPath>c:\temp\default</CatalogPath> <DSN>AnalyticsWeb</DSN> <Auth> <ExternalLogon enabled="true"> <ParamList> <Param name="NQ_SESSION.ICX_SESSION_COOKIE" source="cookie" nameInSource="EBSAppsDatabaseSID"/> <Param name="NQ_SESSION.ACF" source="url" nameInSource="ACF"/> </ParamList> </ExternalLogon> </Auth>  </ServerInstance> </WebConfig> •EBSAppsDatabaseSID Change it as per environment

•c:\temp\default</CatalogPath Change it as per environment


Action link Configuration – View Definition• Basis of Action Link is a function that generates URL

• FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL()

• Having parameters as follows• p_function_id is function_id of the page that you want to navigate to

• p_resp_appl_id is Application Id of EBS

• p_resp_id is responsibility id of EBS

• p_security_group_id is group id of user in EBS

• p_parameters (optional)-if the page navigating to accepts parameters

• If yes then query string parameters are inserted

• Action Links need Transaction id example Order Id


Action link Configuration – View Example•SELECTHEADER_ID,fnd_run_function.get_run_function_url( CAST(fnd_function.get_function_id('ISC_ORDINF_DETAILS_PMV') AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_APPL_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_SEC_GROUP_ID) AS NUMBER),'HeaderId='||HEADER_ID||'&pFunctionName=ISC_ORDINF_DETAILS_PMV&pMode=NO&pageFunctionName=ISC_ORDINF_DETAILS_PMV', NULL) as ACTION_LINK_URLFROM OE_ORDER_HEADERS_ALL •Please note

•NUMBER is data type used•HEADER_ID, ACTION_LINK_URL are column names •OE_ORDER_HEADERS_ALL is EBS table name

Action link – Opaque View Creation

• To create Opaque view• Open the Oracle Data Warehouse

• Create a New Physical Table of type Select

• Put the View SQL prepared previously

• Create two physical column of header Id and Action_XXXX_URL

• Save the repository and Right click -> View Data

Configure Action Link in Answers report

• Open the Action link URL column in answers

• Go to properties ->Data Format

• Use HTML /Hyper text Link to configure

• Or Writing HTML tag/Custom Text helps • New Icon

• New Text

• Other Display properties

•

Action link Configuration – BI EE Presentation Service

• In case you have an older version of Bi Apps an alternate method can be used• Go to Column Properties

• Go to Value Interaction

• Select Action Link

• Select Show Action Link Icon

• Select Pass value from Column


Summary

• In this presentation we have discussed the following:• Needs and Advantages of Integration

• Accessing EBS reports from Bi Apps

• Accessing Bi Apps from EBS

• Other methods for Integration

Thank You






Oracle BI Apps Boot CampBI Apps Security


BI Apps Security Agenda

• Objectives

• Security How and Why

• Security Infrastructure

• Levels of Security

• User Security

• Object Level Security

• Data Level Security


Security How and Why



Security Why we need

• BIA displays most critical information

• Without securing data it will be misused by unauthorized

• BIA displays data at different levels of Organization

• No individual should view data above designated level of responsibility

• BIA displays 360* of Business Organization

• No individual should view data beyond his/her area of responsibility

• EBS has Options to Configure User Security

• BIA need to incorporate it


Security How we achieve

• BIA facilitates extremely sophisticated security

• At different levels i.e. Objects and Data

• Object Level Security means different reports for different user

• Data level security means different data for different user in same report

• Utilizing own security and integrating it in build application

• Can utilizes settings inside EBS

• Credentials can be stored in LDAP/Oracle database/Application


User Security


User Security• User security stands for Authentication

• Authentication means get in users

• Verifying the credentials

• Stored inside BI EE/outside BI EE

• Outside stored credentials are accessed at runtime

• Hence any update in credentials can be taken care of

• Outside stored credentials are usually shared with other applications

• Usually by Oracle Identity Management

• Verification steps usually depends on other applications

• Example SSO integration described in next slide

User Security Storage of Credentials• Oracle BI EE Security Based Authentication

• Defines and stores user information in the RPD

• LDAP Authentication

• Stores information from the LDAP server in session variables

• External Table Authentication

• Maintains list of users in an external database

• Database Authentication

• Authenticates users through database logins

• Single Sign-On (SSO)

• Provides an open interface to enable web integration with SSO products

Single Sign-On with Oracle EBS

• Single Sign-On (SSO) is oracle identity management

• SSO complaint Oracle applications participate in identity management

• BI EE and hence BIA is SSO complaint

• EBS is SSO complaint , if the required patch is applied

• On SSO login

• a user need not sign in (log in) again for many applications

• Instead credentials get reused via transfer of session in between applications

• SSO is the method of security integration between EBS and BI EE

Single Sign-On with EBS - Process

user

Web Browser Oracle EBS Oracle BI

navigate to

3

log in once

1

store ICX session cookie in browser

2

validate session via the ICX cookie

4

establish connection with Oracle EBS

5

drill back to Oracle EBS via Action Links

6


Object Level Security



• Object level security restrict user/users groups accessing

• Dashboards/Pages/Request

• Presentation layer objects i.e Subject Area/Presentation table(s)/Presentation Column(s)

• The users access usually (not necessary) organized using user Groups

Object Level Security


• Object level security for Presentation layer

• i.e Subject Area/Presentation table(s)/Presentation Column(s)

• Using BI EE user Groups I.e Responsibility of EBS

• They are present in vanilla repository

• Each Presentation catalog is restricted for set of groups (responsibilities)

• Example Financial catalog is restricted to EBS Financial users responsibility

• Options to that in BI EE are

• Set Group System Session variable

• Create groups manually inside BI EE repository

Object Level Security for BI EE Metadata


• Object level security for presentation service is for

• Dashboards/Pages/Answers Request

• Inside web catalog Administration

• User Groups a.k.a. Web group

• Created by Webgroup System session variable

• One Webgroup is One responsibility

Object Level Security for presentation service


Data Level Security



Data Level Security • Applied to restrict data for different users differently

• Each and every user sees different set of result

• Data level security setup differs for application’s

• In EBS its based on users Responsibility/Policy

• Group users belongs to changes with above

• Data level security needs Single Sign On (SSO) Integration

• Users current status is queried at run time from EBS

• Output determines what data (s)he will (wont) see


Data Level Security - Types• BIA can configure security each way EBS can

• Types of Data Level Security

• Business Group Org-Based Security

• Company Org-Based Security

• Human Resource Personnel Data Security

• Inventory Org-Based Security

• Ledger-Based Security

• Operating Unit Org-Based Security

• Primary Employee/Position Hierarchy-Based Security


Data Level Security Setup• Data Level Security setup is done using

• Initialization Block and row wise variables inside it

• Metadata (filters) for filtering data using row wise initialized variables

• During execution of report following happens in sequence

• Users credentials get verified

• SSO integration (should be integrated) verified

• Using EBS_SSO_INTEGRATION_MODE Initialization block

• The group (i.e. responsibilities) and applications user belongs to determined

• OLTP_EBS_RESP_ID, OLTP_EBS_RESP_APPL_ID

• Different Initialization blocks returns results in variables

• Data then get filtered as per metadata filter configuration

• Please not till step 4 , Out of Box Repository is configured In Step five configuration need be made once

Unrivaled Integration with Oracle Apps

Deeply Integrated into Oracle EBS• Integrated Data Security Visibility

• One login. Right content for each user based on

• EBS setup of Security

Siebel CRM

user

Oracle BIshow data based on security group filters

3

log in

1

retrieve data stamped with operating unitfrom the warehouse

2a

Oracle Business Analytics

Warehouse

ETL

fetches operating unitvia

session init block

2b

Oracle EBS

useruser

Oracle BIshow data based on security group filters

3

show data based on security group filters

3

log in

1

log in

1

from the warehouse

2a

Oracle Business Analytics

Warehouse

ETL

Data Security


Operating Unit Org-Based Security• It stands for

• Each user has a responsibility in organization structure

• Each responsibility translates to an attached security profile

• Above which a Site and Application id also exist inside security profile

• Initialization block executed :EBS Security Context

• Variable :OU_ORG (Row-wise initialized)

• Table filter applied on:Required Organization IdBIA Module : Financials , Supply ChainBIA Dashboard : Payables, Receivables, General ledger, Procurement and Spent AnalysisBIA group : CFO group, Controller group, Supply Chain Executive


Inventory Org-Based Security

• It stands for

• Security is based on Current Responsibility not Current users

• An Inventory Organization can have multiple responsibility

• Initialization block executed :Inventory Organizations

• Variable :INV_ORG (Row-wise variable)

• Table filter applied on :Required Organization Id of Purchase/Other Organization

BIA Module : Procurement & SpendBIA Dashboard : Procurement and Spent Analytics, Supplier performanceBIA Group (EBS Responsibility) : Supply Chain Executive


Ledger-Based Security

• It stands for (depending on EBS version)

• Data only for Ledger/Set of books users assigned to

• Ledger or Set of books depends on EBS release

• Initialization block executed :Ledgers

• Variable :LEDGER (Row-wise variable)

• Column filter applied on :GL Account BIA Module : FinancialBIA Dashboard : Payables, Receivables, General Ledger,ProfitabilityEBS Responsibility (EBS Responsibility) : CFO Group, Financial Analyst,Comptroller Group


Business Group Org-Based Security

• It stands for

• Business Group is highest level in Enterprise

• At this level user can see multiple Set of Books

• Initialization block executed :Business Group

• Variable :BUSINESS_GROUP (Row-wise variable)

• Table filter applied on

• Required Organization Id

BIA Module : Human Resource,Supply Chain ManagementBIA Dashboard : Retention, Human Resource Performance, BIA Webgroup (EBS Responsibility) : Hr Analyst, Human Resource Vice Presidents


HR Org-Based Security• It stands for

• Data restricted based on Security Profile

• Security profile contains Organization,Position and Payroll policy

• Multiple Security Groups matters in this

• Initialization block executed :HR Organization

• Variable :HR_ORG (Row-wise variable)

• Table filter applied on :Required Organization Id

BIA Module : Human ResourceBIA Dashboard : Compensation, RetentionBIA Webgroup (EBS Responsibility) : Human Resource Analyst


Human Resource Personnel Data Security• Its stands for

• HR Organization where one HR representative

• Responsible is for a part of Organization

• can see data they represent and all HR people reports to them

• Initialization block executed :HR Organizations

• Variable : USER_HR_ORG (Row-wise variable)

• Table filter applied on

• Required Organization Id

BIA Module : Human ResourceBIA Dashboard : Work Force profile, RetentionEBS Responsibility : Human Resource Analyst


Primary Employee/Position Hierarchy-Based Security

• It stands for

• Employee-based security restricts data visibility of the records record, and all employees

• Reports to in the company’s org structure employee hierarchy.

BIA Module : Human ResourceBIA Dashboard : Work Force profile, Retention,Human Resource PerformanceEBS Responsibility : Human Resource Analyst

Data Security and BIA Module

Financial Analytics •Ledger Based security

•Operating Unit Org based security

HR Analytics •Business Group Org Based security

•Human Resource Personnel Data Security

•Primary Employee/Position Hierarchy-Based Security

•HR Org Based SecurityProcurement & Spend Analytics •Inventory Org Based security


Supply Chain & Order Management Analytics

•Inventory Org Based security



Summary

• In this presentation we have discussed the below:

• Security How and Why

• Security Infrastructure

• Levels of Security

• User Security

• Object Level Security

• Data Level Security

Thank You


Download - Oracle Business Intelligence Applications 7.9.6 for ERP Implementation Boot Camp Presentation Slides

Top Related