eis fusion reporting 11012013

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Fusion Reporting

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  • Reporting Past,

    Present and Fusion

    John Faucher

    November 1, 2013

    (Floyd Teter July 2013)

    END USER OPERATIONAL

    REPORTINGW WW.EISTECH.COM

  • Agenda

    EBS Users Note

    Reporting - Old School

    Reporting - Today

    Evolution to Analytics

    Reporting - Fusion

    Blurring the lines Reporting / Business

    Intelligence

    Value of Fusion Measurement

  • Note to EBS Users

    With the sun setting of Discoverer and the move to OBIEE as THE reporting tool for EBS, many of these points are quickly

    becoming crucial to you.

    See Oracle Lifetime Support Policy Oracle Fusion Middleware

    Oracle Discoverer 11g (Fusion Middleware 11gR1)

    Oracle Discoverer 11gR1 (11.1.1.7.0)Lifetime Support Policy, Coverage for Oracle Fusion Middleware Products September, 2013 Page 8

    Line that has Portal 11gR1, Forms 11gR1, Reports 11gR1 and Discoverer 11g R1 (11.1.1.x)

    The Party is over in June 2014 Premier Support Ends

  • Reporting The Good Old Days

    Reporting and Information not in sync

  • The Analytics Ecosystem

    Spans needs from Operational Reporting to BI to Analytics

    What is the difference between

    Reporting and Business Intelligence?

  • Fusion Reporting Architecture

  • Traditional - Reporting Tools in Fusion Financials

    Oracle White Paper Reporting Tools in Oracle Fusion Financials April 2013

  • Usage Matrix

  • OTBI OBIA

    Oracle Transactional

    Business Intelligence

    Real Time BI

    No DW or ETL

    Fusion Apps Only

    Leverage ADF and OBIEE

    No prebuilt reports or

    dashboards

    Fusion Fins connect to

    Essbase cubes

    Oracle Business Intelligence

    Applications

    Based on Data Warehouse

    Pre-built Adapters

    Consolidate data from

    multiple sources

    Library of Metrics

    Predefined Reports and

    Dashboards

    Sources EBS, JDE, Psoft,

    SAP, Fusion Apps

    Common Metadata Repository & ADF for Fusion Apps

  • Out of the box (OOTB) Reports are built

    using Oracle BI Answers

    Existing reports can be modified using BI

    Answers or BI Composer (a tool built for

    modifying BI reports within Fusion

    Applications)

    Ability to make changes and save to shared

    folders depends on user roles and

    responsibilities

    OBIA: Change OOTB Reports

  • Locate desired report

    Confirm user roles and privileges

    Invoke proper editing tool

    Save in place or save with alternate name

    Invoke Personalization/Customization page

    editor if using new name to allow new

    content to be placed on the appropriate

    Fusion Applications page

    OBIA: Change OOTB Reports

    High Level Steps

  • OBIA -

    Using BI Answers To Modify A Report

  • OBIA Using BI Composer To Modify A Report

    Note that BI Composer is intended to be used for simple reports;

    in some cases BI Answers is the more appropriate tool

  • OBIA Extend Data Warehouse To New Sources

    In the same manner as the current Applications Unlimited

    BI Applications, the Data Warehouse and Reporting

    framework can be extended using Informatica and OBI

    infrastructure

  • OBIA Extend Data Warehouse

    Determine subject area needing additional data

    Determine proper source system(s)

    Invoke Informatica PowerCenter tools to modify or create new

    mapping(s) and workflow(s)

    Invoke the Data Warehouse Administration Console (DAC) to

    register Informatica workflow(s) as Task(s) and an Execution Plan

    Invoke the BI EE Administration Tool to import, model, and expose

    new/modified Warehouse table(s)

    Invoke BI Answers to create or modify report using new data. Edit

    Dashboards as appropriate.

  • OBIA Extend DW For New Sources

  • OTBI Change OOTB Reports

    OTBI OOTB Reports are also built using Oracle BI Answers

    Existing reports can be modified using Answers or BI Composers (as

    permissions and features allow)

    Use same steps as OBIA OOTB changes

  • OTBI Compliment With Data From Another System

  • BI Publisher Change OOTB Reports

  • BI Publisher

    Compliment With Data From Another System

  • ADF Reports

  • So What Do We Have?

    A powerful and highly flexible product set

  • So What Do We Have?

    Also a highly complex solution

  • Lots Of ToolsDMaybe Too Many?

  • So How Do We Get Back To Simplicity?

  • A Basic Approach

    Report Creation and Modification

    Business Analysts useD

    OTBI for ad-hoc and real-time transactional reporting

    BIP for statutory reporting

    BI Composers for BI/Analytics/Predictives

    From available data sources

    New data sources require skilled developers and

    administrators

  • BI Composer

    Dozens of data sources ready to use

    - OTBI and Cubes

    What Is BI Composer?

    BI Composer is a simple-to-use wizard that

    allows you to quickly and easily create,

    edit, or view analyses without the

    complexities of the "Analysis editor".

  • Create Report: Step 1 Choose Data

  • Create Report: Step 2 Select View

  • Create Report: Step 3 - Adjust

  • Create Report: Step 4 Add Insight

  • Create Report: Step 5 Done and Use

  • Value of Fusion Applications

    Do Fusion Applications provide all of the functionality needed

    to enable users to enter, process, and manage transactions

    productively in alignment with corporate goals?

    Do Fusion Applications deliver meaningful analysis and flexible

    reporting to empower management to make better business

    decisions to help me reach my corporate goals?

  • Reaching Out

    John Faucher

    [email protected]

    www.eistech.com

    Twitter.com/eistechnologies

    Facebook.com/eistech

    W WW.EISTECH.COM

    END USER OPERATIONAL

    REPORTING

  • Q&A

    W WW.EISTECH.COM

    END USER OPERATIONAL

    REPORTING