oracle bi applicationsopnpublic/... · dynamic sql generation ... administration metadata oracle bi...

© 2008 Oracle Corporation

Cisco Systems Leverages Oracle BI Across the Enterprise

COMPANY OVERVIEW• The worldwide leader in networking for the

Internet• Industry: High Technology

CHALLENGES• Provide business performance visibility to

executives, sales, and finance• Transform marketing organization to be

metrics-based• Executive visibility into key HR performance

metrics

SOLUTIONS• Deployed Oracle BI Enterprise Edition as

enterprise BI solution across Sales, Marketing, HR, Finance, Engineering, and other organizations

• Over 20,000 users, expanding to 40,000

RESULTS• Senior management tracks near real-

time sales performance• Enhances ability to reallocate scarce

resources to impact near- and long-term performance

• 30% employee productivity gain • Winner of 2004 RealWare Award for

Best BI Application

CUSTOMER PERSPECTIVE

“I use Oracle BI in my weekly marketing calls and it has become the basis for measuring our effectiveness.”

—Andrew Sage, Sr. Director of Marketing


New York City – Mayor’s Office of OperationsLive online implementation available to public

• Aim is to improve delivery of services to citizens• Provides up to date visibility to public on

city operations• Citywide Performance Reporting (CPR)

• to measure & manage performance across all NYC agencies

• Solution includes BIEE and BI Apps with the Data Warehouse• Reporting and results available publically

on the web• Delivered in 11 months

http://home2.nyc.gov/html/ops/html/home/home.shtml


COMMUNICATIONS AUTOMOTIVE FINANCE/BANKING CONSUMER GOODS HIGH TECH

MEDIA/ENERGY AERO/INDUSTRIAL INSURANCE/HEALTH LIFE SCIENCES OTHER

Business Intelligence CustomersSelect References

http://www.bt.com/index.jsp?BV_SessionID=@@@@0465278720.1086302531@@@@&BV_EngineID=cccjadcljfhiihecflgcefkdffndfnn.0&obsOID=30777&obsPage=/index.jsp&vStore=1128&obsType=LINK&obsNoSee=true

http://www.reuters.com/home.jhtml

http://www.goldmansachs.com/

http://www.abnamro.com/com/homepage.asp

http://www.loreal.com/us/index.asp

http://www.autodesk.com/

http://www.zurich.com/home.jhtml;jsessionid=ODROXK53XHGYSCR4SJSB5VQKH0JHQH54

http://www.astrazeneca.com/ncm.aspx

http://marriott.com/default.mi

http://www.dillards.com/index.html

http://www.metrogroup.de/servlet/PB/menu/-1_l1/index.html

http://www.telecomitalia.it/cgi-bin/tiportal/TIPortal/ep/home.do?BV_UseBVCookie=Yes&tabId=0


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OracleBusiness Intelligence Applications

Technology


Oracle BI ApplicationsMulti-source Analytic Apps Built on BI Suite EE

Oracle BI Suite EE Plus

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices

IVR, ACD, CTIMS Excel

Other Data Sources

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain Financials Human

Resources

Oracle BI Applications

PackagedETL Maps

UniversalAdapters

DW Schema

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

http://www.siebel.com/

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


Highly Scalable BI Foundation

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

BI ApplicationsPerformance Management

Applications

BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Predictive AnalyticsCommon Enterprise Information Model

SOA

FUSION MIDDLEWARE

DataQuality

DataIntegration MDM Identity

ManagementContent

ManagementBusiness Process

Management

© 2008 Oracle Corporation62

OPEN SQL INTERFACE

ORACLE BI EE PRESENTATION SERVICES

OTHER THIRD PARTY TOOLS

ORACLE BI SERVER

Native RDBMS• Oracle• SQL Server• DB2• TeradataODBC

Multi-dimensional• XMLA• Oracle OLAP Option• MS Analysis Services• SAP BW• Essbase

Other• XML• Excel• Text

• Simplified Business View• Unified Metadata• Intelligent Caching• Advanced Calculations• Aggregate Navigation & Creation• Federated Query and Integration • Optimized SQL / Function Shipping

Oracle BI ServerSimplified, Powerful, Intelligence Across Sources

Oracle BI and EPMand 3rd party tools

Simplified business model view

Advanced calculation and integration

engine

Optimized data access

Across any combination of relational, OLAP, other

sources


Common Enterprise Information ModelEnables Consistency, Security, Reuse, Flexibility

• User roles, preferences• Simplified view• Logical SQL interface

PRESENTATION LAYER

• Dimensions• Hierarchies• Measures• Calculations• Aggregation Rules• Time Series

SEMANTIC OBJECT LAYER

PHYSICAL LAYER

• Map Physical Data• Connections• Schema

Role-Based Views of the Information Relevant to the User

Consistent Definition of Business Measures, Metrics, Calculations

Model Once, Deploy Everywhere

Across Any Data Sources


Oracle BI Suite Enterprise Edition Plus Front End Components

Oracle BI Delivers

• Guided experience leads user from insight to action

• Intuitive and interactive dashboards/scorecards• Personalized, function-specific and role-based

Oracle BIDashboard

Oracle BI Answers

• Ad-hoc data exploration• True business user self sufficiency• Create, modify and author analysis, pivots and

dashboards

• Dynamic problem/opportunity detection and notification

• Automated analytic workflows and processes• Tailored delivery for wide range of mobile

devices

Oracle BI Publisher

• Schedule & distribute enterprise-class reports• Sophisticated “pixel-perfect” report layout

controls


Unrivaled Integration with Oracle AppsExtends 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


Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational

• Action Links• Seamless navigation from analytical information to transactional

detail while maintaining context within Oracle EBS or Siebel CRM


C O F F E E B R E A K


D E M O 1A - ERP

B - CRM




Pricing and Packaging

Further Online documentation and downloads


Oracle BI Apps Pricing Model

Oracle BI Suite EE Plus or Oracle BI Suite SE11. Required Technology Infrastructure (Prerequisite to BI Apps)

2. Prerequisite ETL (options to Oracle BI, same pricing metric, NUP/Processor)

3. Content by Application User or Employee metrics

Oracle Data Integrator Option to OBI EE

Informatica OEM PowerCenter Option to OBI EE

Oracle Data Integrator or

Informaticaor

customer’s ETL

EmployeeApplication User

SalesAnalytics

ServiceAnalytics

MarketingAnalytics

SCM & OMAnalytics

FinancialAnalytics HR Analytics

Procurement and SpendAnalytics


Oracle BI Applications Pricing SummaryRevised (effective as of June 16, 2008)

BI Applications Component Pricing Enterprise Pricing

Required BI Infrastructure

Oracle Business Intelligence Suite Enterprise Edition Plus(minimum is 50 Named User Plus licenses) [no change]

$2,000 / Named User Plus $295,000 / Processor

Option: Oracle Data Integrator 1 [no change] $460 / Named User Plus $70,000 / Processor

Prebuilt Analytic Applications

Financial Services Profitability Analytics 4 [new pricing] $5,800 / Application User ---

Financial Services Asset / Liability Management Analytics 2 [new product] $11,500 / Application User ---

Oracle Business Intelligence Suite Standard Edition One(minimum is 5 Named User Plus licenses and maximum is 50) [no change]

$1,200 / Named User Plus ---

Option: Informatica OEM PowerCenter ETL Server and PowerConnectAdapters 1 [new name, new packaging, new pricing]

$580 / Named User Plus $86,500 / Processor

Application User for any application (except HR Analytics, OFSA) 2

[new pricing, some new packaging]$1,000 / million $

revenue 5

HR Analytics 3 [new pricing] $150 / Employee

$5,800 / Application User

$150 / Employee

1 Requires Oracle Business Intelligence Suite Enterprise Edition Plus2 Requires a minimum of 25 Application users 3 Number of Employees for HR Analytics must equal the total number of employees and contractors in the Customer Organization4 Requires a minimum of 50 Application users – not currently available5 Requires a minimum of $100M

Webcast recorded by Joe Thomas available externally to partners.

Oracle BI Applications: Understanding the April and July 2008 Pricing and Packaging Changes

http://oukc.oracle.com/static05/opn/login/?t=offering&c=505560265













BI-Apps – Download (OTN)• Goto the Oracle Technology Network (OTN) –

Oracle BI Applications (link below)• http://www.oracle.com/technology/products/bi/bi-applications.html

• Register if necessary Click on the “Oracle BI Applications” link in the Downloads section

http://www.oracle.com/technology/products/bi/bi-applications.html


BI-Apps – Download (OTN)• Accept the limits of the license• The license is only a 30 day trial• Click on “I Accept”


BI-EE – Download (OTN)

• Download the following CDs for your platform:• BI Apps installer• Powercenter• PowerConnect (optionally with SAP and/or PSFT connectors)

• Download the Documentation Library (at the bottom of the page)

• The “plus” components of BIEE+ are not included but can also be downloaded (from the same page)


BI-Apps – Documentation online• Link:

http://www.oracle.com/technology/documentation/bi_apps.html


BI-Apps – Certification and Platforms• Link:

http://www.oracle.com/technology/documentation/bi_apps.html


Other Documentation (on request...)Product Guide

• Detailed front end slides in pdf format• examples: Supply Chain Analytics, Financial Analytics


Other Documentation (on request...) Content Guide

• Outlines entire BI Apps content

• Dashboard, Report, Subject Area, Metrics, etc


Other Documentation (on request...) Data Model Walkthrough

• Catalog of the available star schemas and forms (150 slides)

Microsoft owerPoint Presentatio


Other Documentation”Pocket Demos”

• Static HTML or dynamic self executing flash demos

• Documented• Useful for short

demos to convey BI Apps concepts

• No Oracle software or network connection nessesary

Partners should contact their BI BDM or local presales to obtain.


BI Apps - Online Training

• Oracle Business Intelligence (BI) Applications Product material• http://www.oracle.com/partners/home/pf/global/business-intelligence/auth/business-intelligence-applications.html

• Available from the link above or on the BI Apps Product Focus Area (PFA)

• http://www.oracle.com/partners/home/pf/global/business-intelligence/auth/applications.html

• BI Apps GLPs (Guided Learning Paths)

• Oracle Business Intelligence Applications Sales Champion - OPN Competency Center

• Oracle Business Intelligence Applications Presales Champion - OPN Competency Center

• https://competencycenter.oracle.com/opncc/full_glp.cc?group_id=632

http://www.oracle.com/partners/home/pf/global/business-intelligence/auth/business-intelligence-applications.html

http://www.oracle.com/partners/home/pf/global/business-intelligence/auth/applications.html



https://competencycenter.oracle.com/opncc/full_glp.cc?group_id=632





Questions and Discussion


L U N C H


Agenda BI Applications•10:00 Introduction•10:05 Sales Positioning•11:30 Break•11:45 High level customer demo•12:15 Pricing & Packaging•12:30 Lunch•13:00 Technical Architecture•14:00 Detailed working demo•15:00 Close (Opportunity for further discussions)




Technical Architecture


Role Based DashboardsAnalytic WorkflowGuided NavigationSecurity / VisibilityAlerts & Proactive Delivery

Logical to Physical Abstraction LayerCalculations and Metrics DefinitionVisibility & PersonalizationDynamic SQL Generation

Highly ParallelMultistage and CustomizableDeployment Modularity

Abstracted Data ModelConformed DimensionsHeterogeneous Database supportDatabase specific indexing

Oracle BI Applications ArchitectureA

dmin

istr

atio

n

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 SourcesSiebelOracle SAP R/3 PSFT EDW

Other


ETL OverviewA

dmin

istr

atio

n

Met

adat

a




Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C


Other

• Three approaches to accessing / loading source data

• Batch ETL• Low Latency ETL• Direct access to source data from Oracle BI

Server• ETL Layered architecture for extract,

universal staging and load• Provides isolation, modularity and extensibility• Ability to support source systems version

changes quickly• Ability to extend with additional adapters• Slowly changing dimensions support

• Architected for performance• All mappings architected with incremental

extractions• Highly optimized and concurrent loads• Bulk Loader enabled for all databases

• Data Warehouse Application Console (DAC)• Application Administration, Execution and

Monitoring

ETL

Load Process

Staging Area

Extraction Process

DA

C


Adm

inis

trat

ion

Met

adat

a




Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C


Other

ETL

Load Process

Staging Area

Extraction Process

DA

C

ETL Overview

Load

Load

Extr

act

Extr

act

SAPSAPPeopleSoftPeopleSoft

Source Independent Layer

Staging TablesStaging Tables

Extract

OtherOtherSiebel Siebel OLTPOLTP OracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Lay

er

ABA

PA

pp L

ayer

Oracle DataOracle DataWarehouseWarehouse


Data Extraction and Load Process

Load

Load

Extr

act

Extr

act




Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Lay

er

ABA

PA

pp L

ayer

Oracle DataOracle DataWarehouseWarehouseExtract

Source-specific and Universal Business AdaptersExpose simplified business entities from complex source systems

Converts source-specific data to universal staging table formatLightweight and designed for performance, parallelismExtensible


Load

Load

Extr

act

Extr

act




Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Lay

er

ABA

PA

pp L

ayer

Oracle DataOracle DataWarehouseWarehouse

Data Extraction and Load Process

Source Interdependent LayerEncapsulates warehouse load logic

Handles:

Slowly changing dimensions

Key lookup resolution / surrogate key generation

Insert/update strategies

Currency conversion

Data consolidation

Uses Bulk Loaders on all db platforms


Data Warehouse Application Console (DAC)

• DAC is a metadata driven administration and deployment tool for ETL and data warehouse objects

• Used by warehouse developers and ETL Administrator • Application Configuration

• Manages metadata-driven task dependencies and relationships • Allows creating custom ETL execution plans • Allows for dry-run development and testing

• Execution• Enables parallel loading for high performance ETL• Facilitates in index management and database statistics collection• Automates change capture for Siebel OLTP• Assists in capturing deleted records• Fine grain restart capability

• Monitoring• Enables remote admin and monitoring• Provides runtime metadata validation checks• Provides in-context documentation


Physical Data Model Overview

• Modular enterprise-wide data warehouse data model with conformed dimensions• Integrate data from multiple data

sources• Code Standardization• Real-time ready

• Transaction data stored in most granular fashion

• Tracks historical changes• Supports multi-currency, multi-

languages• Implemented and optimized for

Oracle, SQL Server, IBM UDB/390, Teradata

Adm

inis

trat

ion

Met

adat

a




Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data ETL

Load Process

Staging Area

Extraction Process

DA

C


Other



Features:• Conformed dimensions • Transaction data stored in most

granular fashion• Tracks full history of changes• Prebuilt and extensible• Built for speed

Integrated Enterprise Analytics Data Model

Benefits: • Enterprise-wide business analysis

(across entire value chain)• Access summary metrics or drill to

lowest level of detail• Accurate historical representations

Serv

ice

Serv

ice

Customers

Sale

sSa

les

Mar

ketin

gM

arke

ting

Dis

trib

utio

nD

istr

ibut

ion

Fina

nce

Fina

nce

HR

/ W

orkf

orce

HR

/ W

orkf

orce

Ope

ratio

nsO

pera

tions

Proc

urem

ent

Proc

urem

ent

Customers

Customers

Suppliers

Suppliers

Suppliers


Selected Key Entities of Business Analytics Warehouse

Conformed Dimensions

CustomerProductsSuppliersInternal OrganizationsCustomer LocationsCustomer ContactsGL AccountsEmployeeSales RepsService RepsPartnersCampaignOffersCost CentersProfit Centers

Conformed Dimensions

CustomerProductsSuppliersInternal OrganizationsCustomer LocationsCustomer ContactsGL AccountsEmployeeSales RepsService RepsPartnersCampaignOffersCost CentersProfit Centers

SalesOpportunitiesQuotesPipeline

Order ManagementSales Order LinesSales Schedule LinesBookingsPick LinesBillingsBacklogs

MarketingCampaignsResponsesMarketing Costs

Supply ChainPurchase Order LinesPurchase Requisition LinesPurchase Order ReceiptsInventory BalanceInventory Transactions

FinanceReceivables Payables General LedgerCOGS

Call CenterACD EventsRep ActivitiesContact-Rep SnapshotTargets and BenchmarkIVR Navigation History

ServiceService RequestsActivitiesAgreements

WorkforceCompensationEmployee ProfileEmployee Events

PharmaPrescriptionsSyndicated Market Data

FinancialsFinancial AssetsInsurance Claims

Public SectorBenefitsCasesIncidentsLeads

Modular DW Data Warehouse Data Model includes:

~350 Fact Tables ~550 Dimension Tables~5,200 prebuilt Metrics(2,500+ are derived metrics)~15,000 Data Elements


Data Warehouse Design: Facts

• Transactional Facts• Mirror of transactional data from the source• e.g. Order Lines Fact, Account Receivable Transactions

• Snapshot Facts• Snapshot of balances across time• e.g. Inventory & Account Balances, AR and AP aging snapshots &

Opportunity Pipeline• Cycle Lines Facts

• Derived from multiple fact tables, typically store process cycle times• Sales Order Cycle Lines, Purchase Cycle Lines

• State Transition Facts• Required for specialized transition count metrics• Customer State transitions (# New, # Inactive, # Dormant customers)

• Aggregate Facts• Performance enhancement on key metrics


Data Warehouse Design: Dimensions

• Full Support for Slowly Changing Dimensions• Multiple Calendar Support

• Supports Gregorian and Fiscal hierarchies out of the box• Configuration to support multiple fiscal hierarchies depending on user

profile• Localization / Globalization

• Dynamic Language Conversion (localized to 16 languages)• Codepage / Unicode support• 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


Data Integration – Multi Source Loads

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

KEY_ID +

SOURCE_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


Server Repository OverviewA

dmin

istr

atio

n

Met

adat

a




Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C


Other

• Multi-layered Abstraction• Separation of physical, logical and presentation

layers• Logical modeling builds upon complex physical

data structures• Logical model independent of physical data

sources, i.e. same logical model can be remapped quickly to another data source

• Metrics / KPIs• Multi-pass complex calculated metrics (across

multiple fact tables)• One Logical Fact can span several table

sources including aggregates and real-time partitions

• Level based metrics• Aggregate navigation• Federation of queries• Security and visibility • Prebuilt hierarchy drills and cross

dimensional drills

Metrics / KPIs


Physical Map

Oracle BI Server


Metrics and Calculations

• The applications provide several complex metrics defined logically with an expression builder• Share base (e.g. % share of one product sales over all products sales)• Indexes (e.g. this division’s performance as a ratio of all divisions)• Cross subject area metrics (across Sales and Workforce, e.g. Revenue

per employee)• Variances (e.g. Budget vs Actual)

• Time series metrics• MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)• Period Ago Metrics (e.g. Revenue YAGO)• Snapshot at any point of time support (e.g. # Open Service Requests)

All of these can be done logicallywithout adding data model/ ETL complexity


Data and Content Security

• How do you get in?• Authentication

• Internal• External, e.g. SSO, LDAP/DB authentication, NT Login

• What parts of the application can you see?• Dashboard, page, subject area and column visibility

• What data can you see?• Row and Organizational level Visibility

• E.g. My Team’s Opportunities / Accounts• Dimension and Fact based security

• Both fact queries and dimensional browsing queries are secured, e.g. Consumer Good Product Management seeing their product revenues and their product opportunities

• Column security• Certain columns may not be visible to certain users

Easy to set up by application administrator


Data and Content Security

• Query blocking• Specified combinations of columns in queries can be blocked from

running and the user is notified of the illegal query• Applications provide for standard role based security

• Each application provides role based web groups and individuals, e.g.• VP of Sales• Service Manager• Health Professional• Financial Services User• AP Manager• AR Analyst• CFO• Controller• Financial Analyst• Human Resources Vice President• Inventory Manager• Purchasing Buyer


Localization / Globalization

• Dynamic Language Conversion (localized to 16 languages)• Chinese (Simplified), Chinese (Traditional), Czech, Danish,

Dutch, English (US), Finnish, French, German, Italian, Japanese, Korean, Portuguese (European), Portuguese (Brazilian), Spanish, Swedish

• Codepage / Unicode support• 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


Web Catalog Overview

• Role based dashboards• Covering more than 100 roles

• Navigation• Most reports have at least one level of navigation

embedded• Drill to details from many interactive elements, e.g.

chart segments• Guided Navigation

• Conditional navigational links• Analytic Workflows

• Action Links• Direct navigation from record to transactional while

maintaining context• Alerts

• Scheduled and Conditional iBots• Highlighting

• Conditional highlighting that provides context on metrics (is it good or bad?)

Adm

inis

trat

ion

Met

adat

aMetrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction Process

DA

C


Other





More than just Dashboards & Reports• 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


More than just Dashboards & Reports

• Action Links• Direct navigation from record to transactional while

maintaining context• Take Action immediately without navigating to a different

screen


Analytic Workflows – Financial Analytics

Business Objectives /

Issues

GainInsights

Take Action Target collection efforts to reduce overdue balances

Drill toOverdue Invoice Detail

Who are the Customers?

How long is the underlying Overdue

Balance pending?

Is Overdue Balancestrending up?

Is DSO on target?

Maximize Cash Flow

Drill to D

etail


D E M O 2Live demo


Questions and Discussion

Please complete an Evaluation Form

oracle bi applicationsopnpublic/... · dynamic sql generation ... administration metadata oracle bi...

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