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Fusion Transactional Business Intelligence (OTBI) – Technical Deep Dive

Ling Xiang Oracle BI Applications Product ManagerTom Higgins Schneider Electric, Director HR Application Services

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.3

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 Corporation.”

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.4

Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

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Oracle Transactional Business Intelligence

Real-time, self-service end user reporting tool for Fusion Applications

Seamlessly integrated with Fusion Applications, support Fusion extensions

Fully leverage Oracle Business Intelligence Enterprise Edition

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OTBI FeaturesKey Value Proposition

• No latency• No persistent data store (other than OLTP)• Ad hoc analysis using OBIEE platform

Real Time Business Intelligence

• A rich library of delivered content• Folder structure similar to Fusion Apps• Prebuilt calculated measures• Minimal configuration

Ease of Use• Trees / hierarchies propagated to BI from

Fusion Applications• Unified definition of key entities (Customer,

Invoice, Date, Account, etc.)• Stars with Common dimensions

• Utilizes Best-in-Class OBIEE features like alerts, action framework

• Context passed between Fusion Application and BI

Highly Interactive

• Architected to seamlessly leverage Fusion Apps concepts (flex fields, trees, security, multi-language support …)

Extensible• Single Sign on• Leverage Fusion application security• Column labels propagated to reporting• Embedded content

Integration with Fusion Applications

Consistent Semantic Model

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Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.8

ROLAP Queries

Fusion BI Architecture

Fusion ApplicationTransactional Database

BI View Objects

BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Fusion data security Handle Multi-Language Support

EBS, PSFT, Other non-Oracle

OBIA Data Warehouse

BI Common Semantic Model

ETL

BI Common Semantic Model: Supports highly aggregated trending

and real-time transaction listings from a single query model

Real-Time Queries

Advanced Analytics (OBIA)

FusionEmbeddedAnalytics

Real-Time reporting(OTBI)

Content Summary: 300+ embedded analytics OBIA: 3,000+ reports, 4,000+ metrics OTBI: Covers 35+ Fusion Products

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Common Semantic Layer• Common BI Catalog• 3 layers:

• Presentation• Logical• Physical

• Connection pools to Fusion Application Weblogic Servers

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Subject Areas

Dimensions

Attributes

Fact

Measures

OTBI Presentation Catalog

• Presentation Catalog organizes Fusion data in easy-to-understand functional subject areas

• OTBI Subject Areas all end with ‘Real-Time’

• Subject areas are secured by Fusion application security

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OTBI - Extensive Reporting Content HCM Benefits Compensation Payroll Workforce Talent Review Workforce Goals Workforce Performance Workforce Profiles Workforce Management

CRM Incentive Compensation Marketing Marketing Segmentation Partners Sales

Financials General Ledger Sub Ledger Accounting Intercompany Payable Receivable Fixed Assets Cash Management

SCM Inventory Distributed Order Orchestration Costing Product Information

Management Shipping

Projects Project Billing Project Costing Project Control

Procurement Purchasing Self-Service Procurement Sourcing iSupplier Portal

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OTBI – Extensive Reporting ContentUnique Reportable Data Fields

2339

Financial

3983

CRM

1299

Project

808

Procurement

1739

SCM

1457

HCM

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Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.14

OTBI Reporting ToolsCasual Users

•Run Report•Create Simple Reports

Fusion BI Composer

Report Authors• Create full-featured reports• More graph options, action Links,

conditional format• Create dashboards• Schedule Reports• Leverage OBIEE technology

Oracle BI Answers

Oracle BI PublisherReport Authors• Create fixed-format reports• Use OTBI Subject Areas as data

source• Schedule, FTP Reports, Bursting

1

2

3

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Fusion Reports and Analytics Work AreaAccess BI Catalog in Fusion Application

• Browse and view entire BI Catalog• Access personal & shared reports• Create new reports with BI Composer• Launch BI Answers for advanced actions

• Navigator -> Tools -> Reports and Analytics

Fusion Reports and Analytics Work Area

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BI ComposerFusion BI Report Wizard

BI Catalog

BI Presentation Catalog

Create Report Wizard

Launch BI Answers

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BI AnswersBI Report Authoring Tool

With BI Answers, You can:• Format columns and data• Configure conditional formatting• Configure Graphs (prompts, pivot

view subtotal)• Configure report interactions (action

links, web service calls, etc.)• Print to PDF, HTML• Export Data, PDF, Excel, PowerPoint,

web archive, etc• Create BI Dashboards• Schedule (deliver to Home Page and

Dashboards, or e-mail, mobile devices, can be triggered by a condition)

• Embed OTBI reports in Fusion Applications

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BI PublisherBI Report Authoring and Publishing Tool

With BI Publisher, You Can:• Create fix-formatted reports using multiple

layouts• Create reports from a data model that

combines multiple data sources• Create reports directly from BI subject

areas• Report with local CSV data files• View reports in interactive mode• Schedule reports to e-mail, printer, fax,

FTP, or web folders, etc.• Archive report outputs• Deliver a report to multiple destinations or

formats using Bursting• Embed BIP reports in Fusion Applications

Report output

Data Logic

Layout

Translation BI Publisher

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Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.20

Fusion Flex Fields Integration

• Support Key and Descriptive Flex Field extension• BI Extender extends Flex Fields to BI Presentation Layer• Flex fields are preserved during Fusion application

upgrades• Extensible Flex field support is planned

Configure Flex FieldsEnable BI Flex FieldsDeploy Flex Field VOs

Launch BI Extender ESS Job

Fusion Applications

Fusion Admin User

Configure Flex Fields

Flexfields are available in OTBI Subject Areas

OTBI

Ad-hoc query

Fusion User

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Security Integration with Fusion Applications User is authenticated through Oracle Internet Directory (OID) as in

Fusion Applications; Leverages Fusion Users and Job Roles; OTBI Duty Roles controls

OTBI object Privileges No separate user security setup required for OTBI;

– Data Security - Uses the same data security as Oracle Fusion applications

– Object Security - OTBI Duty Roles control access to Subject Areas Web Catalog report folders

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.22

Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.23

• Embed BI reports/dashboards on Fusion Application Home Page

• Embed a BI report within a Fusion transactional business process

• Navigate from a BI report to a Fusion Application

Embedding OTBI in Fusion Applications

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Embed OTBI Reports in Fusion ApplicationFusion Page Personalization

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Fusion Application Dashboards & Home Pages

• Personalize role based Home Page

• Combine context aware BI and transactional content

• Navigate BI actions to related Fusion Applications information

Contextual, Relevant, Actionable

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2 X 2 layout

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2 X 2 layout

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Embedding BI in Fusion ApplicationContext Passing from Fusion Application to BI

Select Territory to view Territory Quota History Trend for Different Territories

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Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.30

BI Mobile for Fusion (New with Release 7)

• Customers download Oracle BI Mobile HD from Apple Store• Connect to Fusion OTBI SaaS instance with host name and port number• OTBI reports and dashboards are viewable on tablets real time

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Smart View for Fusion (New with Release 7)

• Smart View integration allows users to• Access and integrate BI

content from within MS Office products

• Run BI reports in MS Office• Create ad-hoc reports in

Excel, Word, or PowerPoint using BI subject areas

• Publish reports to BI catalog•Requires OBIEE 11.1.1.7.0

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Fusion BI Tutorials on Oracle Learning Library

From Oracle Learning Library, search for Fusion Applicationshttp://apex.oracle.com/pls/apex/f?p=44785:2:0:::2:P2_GROUP_ID:1010

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.33

Program Agenda

Oracle Transactional Business Intelligence• Reporting Content

• Report Tools

• Integration with Fusion Applications

• Embedding OTBI in Fusion Applications

• What is New with OTBI

Schneider Electric Fusion OTBI Reporting

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.34

Product Demos

Database, Middleware, Big Data & Business Analytics (Oracle Business Intelligence and BI Publisher)

– Moscone South BI Applications (HR Analytics)

– Moscone West Fusion Applications (OTBI demo)

– Moscone West, Palace Hotel (HCM)

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.35

The preceding 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 Corporation.”

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.36

Graphic Section Divider

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Copyright © 2013, Oracle and/or its affiliates. All rights reserved.38

BI Server

Common Enterprise Information Model

Essbase Dimension Management

Predictive Analytics

Interactive Dashboards

Reporting &Publishing

Query &Analysis

Detect& Alert

OfficeIntegration

Search Embedded Mobile Scorecards

BI

Fou

ndat

ion

ERP Analytics

Strategy Management

Financial Close & Reporting

Planning &Forecasting

Profitability Management

CRM Analytics

Industry Analytics

Ana

lytic

App

licat

ions

Dat

aM

gmt

Database Data Integration Content Management

Ser

vers

/ S

tora

ge Exalytics In-Memory Engineered System Storage & TapeExadata Engineered

SystemVirtualization

Oracle Business AnalyticsHardware And Software Engineered To Work Together

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Configure Flex FieldsEnable BI flex

Deploy flex fields

Fusion Applications

Fusion Database

Fusion Admin User

BI View Objects

Configure Flex Fields

Ad-hoc query

Flex Field VO s Created in Fusion

Database

Run BI Extender ESS Job to auto-extend OTBI

Retrieves Flex Field Changes

BI Extender auto-extends flex fields in BI• Import Flex Field View Objects to BI Repository• Map Logical and Presentation Layers based on mapping

rules

Extend Flex Fields to OTBI

Fusion User

OBIEE Common Logical Model

Presentation Layer

Logical Layer Physical Layer

Job Name:Import Oracle Fusion Data Extensions for Transactional Business Intelligence

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Embedding BI in Fusion ApplicationLaunch A Transaction from BI

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Duty Roles Control OTBI Object Security

Fusion Job Role

Compensation Analyst

User

BI Duty Role

Compensation Transaction

Analysis Duty

Is Assigned

Associated With

Subject Areas:Salary Details Real TimeStock Details Real Time

Web Catalog FoldersShared Folders -> Human Capital Management -> Compensation

Associated With

Associated With

Job Role: Compensation Analyst