obiee integration with essbase for financial analysis

OBIEE INTEGRATION WITH ESSBASE FOR FINANCIAL ANALYSIS

Forces Conference 2013Session: OBIEE ESSBASE

IntegrationCo-Presented byPinellas County

AndVertical Edge Consulting

Group

Agenda Introductions Pinellas County Overview Vertical Edge Overview Customer Opportunities OBIEE Essbase Solution Benefits Architecture OBIEE Essbase Configuration Steps Pinellas County Use Case Lessons Learned OBIEE 11.1.1.7 Essbase Features Questions

Introductions

Gautham SampathChief Technologist at Pinellas County Government 16 years of ERP and BI implementation experience Presented at Oracle Open World 2011, 2012 on

OBIEE, Essbase, Exalytics Presented at Forces 2011, 2012 on OBIEE and

Hyperion Presented at BIWA Summit 2013 Presented at OAUG 2013 Oracle BI Customer Advisory Board member Implemented Oracle ERP, Hyperion Planning,

OBIEE and OBIA

Introductions

Corey CainOBIEE Practice Director - VECG 15 Years experience with Business Intelligence

Applications (includes 6+ OBIEE, 5+ Essbase) HEUG Presenter 2008, 2011 Previous BI public sector customers include

State of Minnesota, University of Minnesota, Bellevue University and Nevada System of Higher Education

Pinellas County Overview

Located in Florida Largest city is St. Petersburg 2012 Population of 921,319

Oracle Footprint Oracle E-Business Suite12.1.3 Oracle Business Intelligence

Enterprise Edition (“OBIEE”) 11g

Oracle Business Intelligence Analytics – HR, Finance, Procure & Spend and Projects

Hyperion Public Sector Planning & Budgeting 11.1.2.2

Vertical Edge Corporate Overview

HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO

Oracle Gold Partner with over 70 years of combined BI & EPM experience

Staffed with resources that posses 6-15 years hands on architect & implementation experience

Product focus on Oracle BI & EPM solutions Hyperion Essbase Certified Hyperion Planning Certified Hyperion HFM Certified

Vertical Edge Technical Capabilities

OBIEE OBIA BI Publisher Oracle BI

Infrastructure

Oracle|Hyperion Essbase Oracle|Hyperion Planning Oracle|Hyperion HFM Oracle|Hyperion FDM Oracle|Hyperion

Reporting & Analysis (Financial Reporting, Web Analysis, Smart View)

Oracle EPM Infrastructure

Oracle Data Integrator

Oracle DRM Informatica

Oracle Hyperion Oracle Business Intelligence

Oracle Data Integration

Vertical Industry Experience

Utilities (Electric, Gas, Water)

Insurance Financial Services Manufacturing Retail Professional

Services

Healthcare Telecom High Technology Public Sector Energy Media/

Communications Defense

Customer Opportunities

Availability Data is not readily available for reporting and analysis.

Visibility Lacking visibility into entire organization limits ability to

make accurate strategic decisions. Strategy

Lacking clearly defined reporting and analysis strategy leads to multiple reporting silos and/or abnormally large Excel portfolio.

Reliability Manual report reconciliation process is time consuming

Performance Reports take to long

Oracle Exalytics

Oracle Exalytics

Built for high volume processing associated with Essbase and OBIEE

Robust hardware and network One vendor to support entire

technology stack Time 10 (in memory database) stores

commonly accessed aggregates to facilitate faster response times

Hyperion Planning on Oracle Exalytics

Hyperion Planning on Oracle Exalytics

Provides ability to consolidate hardware

Provides faster processing for calculations, restructure and import/export

Provides parallel processing Patches specific for using Exalytics Oracle certified both products

together

OBIEE 11.1.1.6 on Oracle Exalytics

OBIEE 11.1.1.6 on Oracle Exalytics Provides ability to consolidate hardware Time 10 (in memory database) stores commonly

accessed aggregates to facilitate faster response times

Built to support Business Intelligence (“BI”) foundation suite

Summary Advisor provides recommendations for more efficient aggregates Utilizing data from usage tracking and statistical

data Utilizes iterative algorithms

Can store up to 1TB of in-memory cache for faster query performance

OBIEE Essbase Solution Benefits

Exalytics built for efficient and fast performance Common platform to integrate multiple data sources

(Essbase, HFM, Data Warehouse). Provides ability to federate Essbase with data warehouse

data for further drill-through capability. OLAP query functionality to maximize Essbase performance

capabilities. Simplified configuration steps for seamless importing of

Essbase cubes. Essbase Studio can utilize OBIEE as a data source to

further enhance Essbase user experience. Easily converts multidimensional data sources to relational

data sources. Continue to utilize key features of OBIEE (ex. Scorecards,

KPIs, Interactive Dashboards, Mobile, etc.)

Architecture

OLTP & ODSSystems

Data WarehouseData Mart

PackagedApplications

(Oracle, SAP, Others)

ExcelXML/Office

BusinessProcess

OLAPSources

Exadata Unstructured & Semi-Structured

Interactive Dashboards

Reporting &Publishing

Ad-hoc Analysis

Detect& Alert

Office Integration

Search EmbeddedDataIntegration

Mobile Scorecards Collaborate

Common Enterprise Information Model

• Common Metadata Foundation across all Data Sources• Common Security, Access Control, Authorization, Auditing• Common Request Generation and Optimized Data Access Services• Common Clustering, Workload Management, & Deployment• Common Systems & Operational Lifecycle Management

OBIEE Essbase Configuration

Select File>Import Metadata

Select Essbase as source


OBIEE Essbase Configuration Enter connection information.


Select desired Essbase Application(s) and Database


Move selection using arrows into Repository View


Click checkbox for ‘Import UDAs’. Click Finish


Essbase Cube is ready for modeling into OBIEE

UDAs can be used as filters Essbase outlines are imported as defined in Essbase to

provide OLAP type drill down functionality Essbase cubes use hierarchal columns by default Utilize Essbase structures to produce Financial

Statements Select members based on hierarchy Actions can be used to launch Hyperion product functions Utilize smart lists as dimensions Federate data across data sources

OBIEE Essbase Features

What Did Pinellas County Implement?

What? OBIEE and BI publisher as Enterprise Wide Dashboard and reporting

tool including Hyperion Converted Multidimensional Online Analytical Processing (“OLAP”)

data into Relational Online Analytical Processing (“ROLAP”)

Why Did Pinellas County Implement?

Why? Essbase data was needed to provide complete

organizational view Increased ad-hoc reporting requirements OBIEE provided quicker user adoption Need for dynamic or interactive type analysis

(actionable intelligence) Provided richer content and visualization Provided common enterprise informational model Reduce IT Hardware costs by implementing

Exalytics

How Did Pinellas County Implement?

Used Oracle Data Integrator (“ODI”) to reverse engineer the metadata

Flattened the data to facilitate level based measures

Massaged the metadata to fit the dimensional modeling

Used data export command to extract fact from the cube

Created necessary indexes

Pinellas County Benefits

Cost Management Improved Productivity Enhanced Decision Making

Hardware From 32 Servers to 2 Exalytics

Recurring Costs: 100k Net Savings

Customer Satisfaction Increased Credibility

Performance Improved all around performance

SoftwareS/w installed and configured by ACS.

Competitive Enhanced Performance

Calculations from 7hrs to less than an hourEfficiency in Backup,restructuring,cloning timing

Pluggable Devices Flexible and easy integration with various devices

Maintenance Cost Consolidated Patch Management

Totally supported by Oracle

Federation Federated Data from various data sources

Applications Oracle Scorecard and Strategy Management, OBIEE and

Planning

Operating Costs No Additional Cost

Improved performance Faster turnaround/Response time

Integrated systems OBIEE and Hyperion

Network & Communication CostsIGB to 40GB

Incident Management Decreased Issues/Problems

Parallel processing times 10 In-Memory DB, faster calculations, restructure,

faster planning cycle & reporting

Infrastructure Support Costs Facilities, heating & Cooling etc.

SLA High system availability

High Density VisualizationTrellis charts

Security Costs Integrated Security

Faster Budget/planning cycle Optimal Budgeting and Planning

Pinellas County Dashboards

Pinellas County Dashboards

Cost Recovery Dashboard

Pinellas BI Publisher Report

Lessons Learned

It is not enough to just know the tool, must also know data modeling concepts.

Large amount of selection steps may be added when utilizing Essbase which could hinder performance.

Business Intelligence is ever evolving, strategic planning for business rollouts will enhance chances of success.

Rethink reports. Do not just ‘recreate’ reports in OBIEE. Oracle BI Toolset and Data Warehouse Training prior to the implementation is highly recommended

Clearly define achievable and measurable project success goals. Leverage OOTB functionality where possible. OBIEE and BI Publisher can produce financial reports. However,

Hyperion Financial Reporting is probably better suited to full fill this need.

Project Team

Data Architect & ETL ODI or Informatica Training Data Modeling Skillset

OBIEE Administrator Attend Oracle OBIEE Administration Classes

OBIEE Report Developer Attend Oracle OBIEE Dashboard and Report Classes Attend BI Publisher Classes

Essbase/Planning Architects Attend Oracle Hyperion Planning and/or Essbase

Classes

New OBIEE 11.1.1.7 Essbase Features

11.1.1.7 Essbase can be installed in conjunction with OBIEE

server products through OBIEE installer. Certified with Exalytics PS3. Shared provisioning between Essbase and OBIEE utilizing

application roles and policies Execute OBIEE from within EPM Workspace using single

sign on Improved MS Office add-in for OBIEE with ability to

author reports and execute existing authored reports. ODI as primary data integration tool

Questions and Answers

Vertical Edge

Not just another vendor, but an experienced Partner.

Thank You

Gautham Sampath | Chief Technologist

Pinellas County Government

[email protected]

Contact Number: 727.403.3861

Corey Cain | OBIEE Practice Director

Vertical Edge Consulting Group

[email protected]

Contact Number: 952.381.5746

mailto:[email protected]


Thank You

For copies of this presentation, please contact:

Dean Collura (Director of Sales) at 813.404.7527

or [email protected]


obiee integration with essbase for financial analysis

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