Alvin DanielSenior Product ManagerOracle DiscovererOracle Corporation

Best Practices in Building a BI Dashboard in Portal with Discoverer

Alvin DanielSenior Product Manager

Oracle Corporation

Session 40154

Agenda

Overview of the Discoverer Solution

Architectural UnderpinningsPutting it all together: building a

dashboardMaximum Scalability &

Performance

Overview of Discoverer

Discoverer Product FamilyDiscoverer Administrator 10g

Manage metadata, security, and performance

Discoverer Plus 10g Create ad-hoc queries, analytics, and graphs

Discoverer Viewer 10g Pivot, drill, and export existing queries

Single User Interface

Desktop Edition (C/S) Plus (Java) Viewer (HTML)

Discoverer Portlets

List of Workbooks

Portlet

Worksheet Portlet:

Crosstab

Worksheet Portlet: Graph

Architecture

Discoverer Architecture

Oracle Application

Server

Plus

Viewer

Discoverer Admin.

Dynamic results, database is a single source

Enforces database and Applications security

Each session uses “smart” middle-tier caching

Scalable n-tier design, fast performance

10g Database

Discoverer Portal Integration

Oracle Application Server :Portal, Discoverer

Plus

Viewer

Web Portlet Provider Java Servlet Provides access to worksheets,

workbooks, etc. through a Portal wizard

Persistently manages portlet contents

Single Sign-On Traditional “userid/pwd@db” and

EUL now called a connection SSO user can have multiple

Discoverer connections associated

Also support Applications login Supported outside of Portal too

Database 10g

New Interactions with DiscovererPortal gives context for

Discoverer informationPortal integrates Discoverer

at the information levelPortal publishes Discoverer

information to communities

D E M O N S T R A T I O N

Building the Dashboard

New Benefits

PublishingPersonalizationPromotion

New Benefits- Publishing

Publish with All Discoverer Benefits

– Still “connected” to Discoverer– Information is still managed, performant– Information is still secure

Covers All Scenarios– Single view (traditional web site)– Public/private view (public community site)– Per-user view (customer account site)– Flexible view (everything else!)

New Benefits- PersonalizationSupports Portal

“customization” frameworkSelf-service customization

without touching Discoverer

Re-usable ROI

New Benefits- Promotion

Increase Portal site usage– Users want real content– Users want maximum personalization

Increase Discoverer usage– All users become Discoverer users– Click-throughs launch Discoverer at “full-power”

Self-sustaining cycle– Good content = more Portal users– More Portal users = more Discoverer users– More Discoverer users = more good content– lather, rinse, repeat...

Maximizing Scalability & Performance

Maximizing Scalability & PerformanceEliminate redundant

queries by sharing resultsEliminate redundant

queries by remembering results

The Ultimate BI FAQ

Oracle Application

Server

Today, users run queries to see “what’s up?”

User A & B each run the same weekly sales report

Database 10g

“What’s up?”“What’s up?”

“What’s up?”

“What’s up?”

“What’s up?”“What’s up?”

“What’s up?”“What’s up?”

Why answer one question N times?!

Users may have different security

Users may need different customizations

The Ultimate BI FAQ

Oracle Application

Server

“What’s up?”

Today, users run queries to see “what’s up?”

User A & B each run the same weekly sales report

Database 10g

Portlet Provider acts like a “smart” cache

If users A & B run it using the same customizations, we fetch from cache

Complete transparency, zero delay

The Ultimate BI FAQ

Oracle Application

Server

“What’s up?”

Today, users run queries to see “what’s up?”

User A & B each run the same weekly sales report

If users A & B run it using the same customizations, we fetch from cache

Database 10g

weekly

If users A & B reload the page every 10 minutes, the report’s query is not re-executed

If users A & B want “live” results, click-through to Discoverer

Maximizing Scalability & PerformanceEliminate redundant queries

by sharing resultsEliminate redundant queries

by remembering resultsOptimize user behavior

– Essential information always on hand– Users are more focused when they ask

deeper questions

Summary

Discoverer Portal IntegrationSynergy- each promotes the otherPublishing without “disconnecting”

– Security– Management, performance

Increase ROI through personalization Increased scalability by optimizing

user behavior

AQ&Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R S