Oracle BI Apps training

ORACLE BI APPLICATIONS INTRODUCTION & ARCHITECTURE

Knowledgebee Trainings

APPROACH TO BI APPLICATIONS Pre-Build Applications to reduce complexity and TCO for our

customers

Extend Applications with Best in Class Technology

Integrate BI Applications with ERP and CRM

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PRE-BUILT BI APPLICATIONS FROM ORACLE REDUCE COMPLEXITY

DELIVER BETTER INSIGHT TO CUSTOMERS’ MULTI-APPLICATION ENVIRONMENTS

DASHBOARDS• “Visible”

“PLUMBING”• “Under the Surface”• Mappings to multiple applications and data transformation all take expertise and time

4

ORACLE’S PRODUCT STRATEGY▪ Integrated Business Intelligence Database

▪ Business Intelligence & Data Mining Functions Integrated in Database

▪ Integrated Business Intelligence Tools▪ Best-of-Breed, Next Generation Business Intelligence Technology

Platform

▪ Integrated Analytic Applications▪ Enterprise Wide, Industry Specific Analytic and Corporate

Performance Management Applications

Exploits Any Information Technology Environment

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To:From:

PRODUCT STRATEGY DRIVERS

Pervasive useAnalysts

Real-time, predictive dataHistorical data

Unified infrastructure and prebuilt analytic solutionsAnalytic tools

Insight-driven business process optimizationReporting results

Unified, enterprise viewFragmented view

Enterprise Performance Management System

Planning silos with limited BI

ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY

Other Operational & Analytic Sources

Oracle BI Suite EE

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices

Fusion Intelligence for EBS

Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications

Enhancement/Extension of DBI

Extension of EPM, Replacement for BO,Cognos,MSTR

Single source, Multi-sourceFor EBS, PSFT, SEBL, SAP, Other

New NewNewVersion

http://planetx.peoplesoft.com/field_connection/products/lines/epm/index.html

http://planetx.peoplesoft.com/field_connection/products/lines/epm/attachments/enterprise_one_world_analytics.html

http://planetx.peoplesoft.com/field_connection/products/lines/epm/attachments/enterprise_one_world_analytics.html

ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE

Ad-hoc Analysis


MS OfficePlug-in




OracleBI Server

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Intelligent Caching Services

Enterprise Business Model and Abstraction Layer

Intelligent Request Generation and Optimized Data Access Services

WebServices

ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE

Oracle BI Suite EE

Ad-hoc Analysis


MS OfficePlug-in




WebServices

Oracle BI Applications

SalesService &Contact Center

MarketingOrder Management& Fulfillment

Supply Chain Financials Human

Resources

PackagedETL Maps

UniversalAdapters

IVR, ACD, CTIHyperionMS ExcelOther Data Sources

BAW Schema

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

http://www.siebel.com/

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

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ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE

Travel& TransAuto Comms

& MediaComplexMfg

ConsumerSector Energy Financial

ServicesHighTech

Insurance& Health

LifeSciences

Public Sector


Oracle BI Suite Enterprise Edition

Prebuilt adapters:

SalesService &Contact Center

MarketingOrder Management& Fulfillment

Supply Chain Financials HumanResources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearityOrdersvs. AvailableInventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends




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ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE

Travel& TransAuto Comms

& MediaComplexMfg

ConsumerSector Energy Financial

ServicesHighTech

Insurance& Health

LifeSciences

Public Sector


Oracle BI Suite Enterprise Edition

Prebuilt adapters:

Sales MarketingOrder Management& Fulfillment

Supply Chain HumanResources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearityOrdersvs. AvailableInventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Financials

A/R & A/PAnalysis

GL / BalanceSheet Analysis Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis




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Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives and other Business Users.

Presentation Layer Logical Business

Model Physical Sources

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Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from SAP, PSFT, Oracle EBS and other sources.

2 A “best practice” library of over 360 pre-built metrics, 30 Intelligent Dashboards, 200+ Reports and several alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

4

Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics

1

ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS

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Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery

Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalization Dynamic SQL Generation

Highly Parallel Multistage and Customizable Deployment Modularity

Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing

ORACLE BI APPLICATIONS ARCHITECTUREA

dmin

istra

tion

Met

adat

a

Oracle BI Presentation Services

Dashboards 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 Sources

SiebelOracle SAP R/3 PSFT EDW

Other

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ORACLE BI APPS: SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL

Conformed Dimensions

Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers

Sales Opportunities Quotes Pipeline

Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs

Marketing Campaigns Responses Marketing Costs

Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions

Finance Receivables Payables General Ledger COGS

Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements

Workforce Compensation Employee Profile Employee Events

Pharma Prescriptions Syndicated Market Data

Financials Financial Assets Insurance Claims

Public Sector Benefits Cases Incidents Leads

Modular DW Data Model includes:

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

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EXAMPLE: ANALYTIC WORKFLOWSBusiness Objectives / Issues

GainInsights

Take Action Target collection efforts to reduce overdue balances

Drill toOverdue Invoice Detail

Who are the Customersand Collectors?

How long is the underlying Overdue Balance pending?

Is Overdue Balancestrending up?

Is DSO on target?

Maximize Cash Flow

Drill toDue Balances by Region

What is the aging ofDue Balances?

Are Payment Termsin compliance?

Is DPO on target?

Business Function: ReceivablesRole:

Director, Credits & CollectionsObjectives:

1) Maximize Cash Flow

2) Control Risk of Receivables Portfolio

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EXAMPLE: ANALYTIC WORKFLOWSBusiness Objectives / Issues

GainInsights



Who are the Customers?



Is DSO on target?

Maximize Cash Flow

Drill to Detail

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

Oracle BI Applications

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Verify Supplier Payable Status

PCS COMPUTING: ANALYTICS IN ACTION

Identify Problem w/ Revenue

1

Locate Substitute Product

Source Additional Parts

43

Execute Multichannel Sales Campaign

Problem with Invoice & Backlog

2 10

Sales

Finance

Marketing

ContactCenter

SupplyChain

5

Identify Overstocked Laptops

6

Create Campaign for Overstock

7

Ensure Campaign Readiness

8

Monitor Contact Center Performance

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Address Agent Retention issue

9

Workforce

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SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES

Sales

Finance

Marketing

ContactCenter

SupplyChain

Workforce

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Build from Scratchwith Traditional BI Tools Oracle BI Applications

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Oracle BI Applicationssolutions approach:• Faster time to value• Lower TCO• Assured business

value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

SPEEDS TIME TO VALUE AND LOWERS TCO

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Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center

Live in 120 daysSales Analytics

4 months from decision to live for 1,200 usersPharma Analytics

Live in 100 days, 6,500 usersSales and Marketing Analytics

“I can vouch that it can be deployed as rapidly as they claim...It is a product that really delivers.”

Deployed to 3,000+ users in 3 monthsSales Analytics

WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS

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TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM

EBS Security IntegrationFND_User security

Shared responsibilities between Oracle EBS and Oracle BI Apps

Oracle SSOSiebel CRM Security Integration

Siebel native security

Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security

Pre-built security roles in BI Applications

Users/roles synchronized with selected security environment

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TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL

Action LinksDirect navigation from analytical report to transactional detail while maintaining context

Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration

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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS

Guided NavigationEnables 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

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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR

For warehouse developers and ETL Administrator “ETL orchestration tool”

Application Configuration

Execution & Recovery

MonitoringAllows:

Pin-point deployment

Load balancing

Reduced load windows

Fine-grained failure recovery

<Insert Picture Here>

Oracle BI Apps

Technical Overview

Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery

Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalization Dynamic SQL Generation

Highly Parallel Multistage and Customizable Deployment Modularity

Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing

ORACLE BI APPLICATIONS ARCHITECTURE

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction ProcessD

AC



Other

ETL OVERVIEW

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C



Other

▪ Three approaches to accessing / loading source data

▪ Batch ETL (Full or Incremental)▪ Micro ETL or Trickle Feed 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 Administration Console (DAC)▪ Application Administration, Execution and

Monitoring

ETL

Load Process

Staging Area

Extraction ProcessD

AC

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


DA

C



Other

ETL

Load Process

Staging Area

Extraction ProcessD

AC

ETL OVERVIEW

Load

Extra

ct

SAPPeopleSoft

Source Independent Layer

Staging Tables

Extract

OtherSiebel OLTP Oracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r

ABAP

App

Laye

r

Business AnalyticsWarehouse

DATA EXTRACTION AND LOAD PROCESS

Load

Extra

ct

SAPPeopleSoft


Staging Tables

Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r

ABAP

App

Laye

r

Business AnalyticsWarehouseExtract

Source-specific and Universal Business Adapters

Expose simplified business entities from complex source systems

Converts source-specific data to universal staging table format

Lightweight and designed for performance, parallelism

Extensible

Load

Extra

ct

SAPPeopleSoft


Staging Tables

Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r

ABAP

App

Laye

r

Oracle DataWarehouse


Extraction Modes Direct Database Access

Oracle EBS Siebel CRM

PowerConnect technology SAP R/3 PeopleSoft Enterprise

Universal Business Adapters Used for sources with no pre-

packaged business adapter Transforms and loads data from

universal sources through a flat file interface

Supply flat file(s) or tables meeting a defined standard format

Reduces implementation and maintenance significantly compared to building full ETL solution from scratch

Load

Extra

ct

SAPPeopleSoft


Staging Tables

Extract


PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App

Laye

r

ABAP

App

Laye

r

Oracle DataWarehouse


Source Interdependent LayerEncapsulates warehouse load

logicHandles:

Slowly changing dimensionsKey lookup resolution /

surrogate key generationInsert/update strategiesCurrency conversionData consolidation

Uses Bulk Loaders on all db platforms

Oracle EBS Source Table

Source Qualifier Expression Transformation

Mapplet output to Extract Mapping

BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE – PRODUCTS DIMENSION

Business Component Mapplet for Oracle EBSProduct Master

Source Adapter Mapplet Temporary Staging Table

EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE – PRODUCTS DIMENSION

Temporary Staging Tables (Product Master)

Source Qualifier

Expression Transformation

UniversalStaging Table

EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE – PRODUCTS DIMENSION

Universal Staging Table

Source Qualifier

W_PRODUCT_D Data Warehouse Table

Source Independent Load (SIL) Mapplet

LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE – PRODUCTS DIMENSION

EXAMPLE: EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT

SDE_PSFT_EmployeeDimension_Phones

SDE_PSFT_EmployeeDimension_Addresses

SDE_PSFT_EmployeeDimension_Biography1

SDE_PSFT_EmployeeDimension_Biography2

SDE_PSFT_EmployeeDimension_JobInformation

SDE_PSFT_EmployeeDimension

SIL_EmployeeDimension

W_EMPLOYEE_D

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES

PeopleSoft Source BC maplet

(see below)


Temporary Staging Table

PeopleSoft Source Table Source Qualifier Expression

TransformationMaplet output to Extract Mapping

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES


(see below)





EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1


(see below)



PeopleSoft Source Tables Source Qualifier Expression


Lookup Procedures

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2


(see below)





EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION


(see below)





Lookup Procedures

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION

PeopleSoft Source Table

Expression Transformation Temporary Staging

TableSource Qualifier

maplet

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION


Input to Maplet(from above)


Maplet output to Extract Mapping

Lookup Procedures

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION

EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE

Source Definition


Filter (SCD logic)

Source Qualifier

Target Definition

INCREMENTAL EXTRACTION AND LOAD▪ A variety of strategies used to optimize incremental extracts and loads

▪ Overall Philosophy – Extract incrementally if possible, else load incrementally

▪ Siebel Source▪ Use a combination of a date window and rowid comparisons

▪ Oracle

▪ Use a date window and last update date for extraction▪ Also use dates/record images to control updates on target

▪ SAP

▪ Use a date window and last update date for extraction▪ Also use dates/record images to control updates on target▪ Certain dimensions are fully extracted and but updates on target are controlled

▪ PeopleSoft

▪ Use a date window and last update dates for extraction wherever possible

DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR

▪ For warehouse developers and ETL Administrator

▪ Metadata driven “ETL orchestration tool”▪ Application Configuration

▪ Execution & Recovery

▪ Monitoring

▪ Allows:▪ Pin-point deployment

▪ Load balancing / parallel loading

▪ Reduced load windows

▪ Fine-grained failure recovery

▪ Index management

▪ Database statistics collection

PHYSICAL DATA MODEL OVERVIEW

▪ Modular enterprise-wide data warehouse data model with conformed dimensions

▪ Sales, Service, Marketing, Distribution, Finance, Workforce, Operations and Procurement

▪ 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

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Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data ETL

Load Process

Staging Area

Extraction ProcessD

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Other


Features:• Conformed dimensions • Transaction data stored in most

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

Benefits: • Enterprise-wide business analysis

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

lowest level of detail• Accurate historical representations

Serv

ice

Customers

Sale

s

Mar

ketin

g

Dist

ributi

on

Fina

nce

HR /

Wor

kfor

ce

Ope

ratio

ns

Proc

urem

ent

Customers

Customers

Suppliers

Suppliers

Suppliers

COMMON ENTERPRISE INFORMATION DATA MODEL

ORACLE BI APPS: SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL

Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position

Hierarchy Users

Sales Opportunities Quotes Pipeline

Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs

Marketing Campaigns Responses Marketing Costs

Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions

Finance Receivables Payables General Ledger COGS

Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History

Service Service Requests Activities Agreements

Workforce Compensation Employee Profile Employee Events

Pharma Prescriptions Syndicated Market Data

Financials Financial Assets Insurance Claims

Public Sector Benefits Cases Incidents Leads

Modular DW Data Model includes:

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

TYPES OF FACT TABLES▪ All base facts are based on single business function, e.g. Sales Order Lines, Sales Cycle Lines, etc.

▪ Types of Fact Tables▪ Transactional Facts

▪ Mirror of transactional data from the source▪ Lowest atomic grain of each transactional record▪ E.g. Employee Events Fact, Order Lines Fact

▪ Snapshot Facts▪ Snapshot of balances across time▪ E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline

▪ Cycle Lines Facts▪ Derived from multiple fact tables, typically store process cycle times▪ E.g. Sales Order Cycle Lines, Purchase Cycle Lines

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

▪ Aggregate Facts▪ Performance enhancement on key metrics▪ E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains)

BUSINESS PROCESS CONFORMANCE▪ Native source specific transaction types are transformed and

appended to standardized warehouse codes▪ Standardized warehouse codes are superset of all supported

sources▪ Native source specific transaction types are retained for

source specific analysis▪ E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit Memo types

BUSINESS PROCESS CONFORMANCEEXAMPLE: ACCOUNTS RECEIVABLE PROCESS

Standard Warehouse Code Oracle PSFT SAP

Invoice Invoice and Payment Schedules

Invoice items AR documents with DR document type

CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo items

AR documents with DA document type

Payments Cash Receipts etc. Payments/ Deposits AR documents with DA document type and ‘A’ as special indicator

Payment Applications Cash/CR Memo applications/Adjustments

Payment Item Activities AR documents with DZ document type

Other All other types of transactions

BI/AR: All other types of items

All other types of AR documents

BUSINESS PROCESS CONFORMANCEEXAMPLE: ACCOUNTS RECEIVABLE PROCESS

▪ All source transaction type code values are stored and appended with standardized warehouse codes

▪ All higher layers in the architecture and metrics use same standardized warehouse codes

▪ Stored source transaction type code values enables integration back into each transactional system

TYPECODE TYPE_DESC WAREHOUSE CODE

O Credit memo Credit Memo

4 Credit memo list Credit Memo

S Credit memo cancellation Credit Memo Cancellation

P Debit memo Debit Memo

6 Intercompany credit memo Intercompany Credit Memo

5 Intercompany invoice Intercompany Invoice

N Invoice cancellation Invoice Cancellation

U Pro forma invoice Pro forma Invoice

3 Invoice list Standard Invoice

M Invoice Standard Invoice

TYPE CODE TYPE_DESC WAREHOUSE CODE

Credit Memo Credit Memo Credit Memo

On-Account Credit On-Account Credit Credit Memo

Debit Memo Debit Memo Debit Memo

Debit note Debit note Debit Memo

Invoice Invoice Standard Invoice

Contra Contra Standard Invoice


BUSINESS PROCESS CONFORMANCEEXAMPLE: FLSA STATUS DERIVATION PROCESS

▪ All source FLSA Status code values are stored and appended with standardized warehouse codes

▪ All higher layers in the architecture and metrics use same standardized warehouse codes

▪ Stored source FLSA Status code values enables integration back into each transactional system

TYPECODE TYPE_DESC WAREHOUSE CODE

N Nonexempt Non-Exempt

E Executive Exempt

M Management Exempt

A Administrative Exempt

P Professional Exempt

O Outside Salesperson Exempt

TYPE CODE TYPE_DESC WAREHOUSE CODE

NEX Non Exempt Non-Exempt

EX Exempt Exempt

ENHANCED MULTI CURRENCY SUPPORT▪ Support for multiple currencies

▪ 3 global, one local and transactional (enterprise only) exchange rates available

▪ Financials local amount is stored as a field and not as conversion rate

▪ Common currency conversion mechanism at ETL time

DATA INTEGRATION – MULTI SOURCE LOADS▪ Segregation and Lineage captured in data model

▪ Source data keys, comprised of:

INTEGRATION_ID

+

DATASOURCE_NUM_ID

Part no. Plant id

+

‘SAPJapan’‘MT27907b’ ‘NW3’

+

SAP ‘MATNR ~ MANDT’

Oracle EBS ‘item_id ~ organization_id

Example: Key_id for Products dimension

BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT

▪ Unique Enterprise Multi-Source data model▪ Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources

▪ Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems

▪ Enables a variety of deployment, data segregation / separation strategies within the same data warehouse

End Customer Data SourcesBPO Customer 1 PSFT HR 8.8 North America instance

BPO Customer 1 PSFT HR 8.8 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance

SERVER REPOSITORY OVERVIEW

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Dashboards by Role


Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction ProcessD

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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

▪ Aggregate navigation

▪ Federation of queries

▪ Prebuilt hierarchy drills and cross dimensional drills

▪ Security and visibility▪ Tight integration with Oracle EBS, Siebel CRM and

PeopleSoft Enterprise

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 Finance and HR, 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 are done logically

without adding data model/ ETL complexity

LOCALIZATION / GLOBALIZATION▪ Dynamic Language Conversion (translation to 15 languages)

▪ Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, 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

MULTIPLE CALENDAR SUPPORT▪ Supports Gregorian and Fiscal hierarchies out of the box

▪ Configuration to support multiple fiscal hierarchies depending on user profile▪ Requires Initialization block to read user profile

▪ Dynamically use the appropriate calendar table

▪ CRM OnDemand implementation supports twelve fiscal calendars

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

tratio

n

Met

adat

aMetrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction ProcessD

AC



Other


Dashboards by Role


ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS

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

ANALYTIC WORKFLOWS – FINANCIAL ANALYTICSBusiness Objectives / Issues

GainInsights



Who are the Customersand Collectors?



Is DSO on target?

Maximize Cash Flow

Drill toDue Balances by Region

What is the aging ofDue Balances?

Are Payment Termsin compliance?

Is DPO on target?

▪ Business Function: Receivables

▪ Role: Director, Credits & Collections

▪ Objectives:

1) Maximize Cash Flow

2) Control Risk of Receivables Portfolio

ANALYTIC WORKFLOWS – FINANCIAL ANALYTICSBusiness Objectives / Issues

GainInsights



Who are the Customers?



Is DSO on target?

Maximize Cash Flow

Drill to Detail

Web Catalog Upgrade UI based tool to analyze and merge

reports/dashboards Forward compatible with new BI Presentation

Services releases

Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB, Customer Modified, Current

OOTB Preserves customer changes and incorporates

Oracle enhancements

DAC metadata Diff tools to determine and reapply changes

ETL & Warehouse Upgrade Customization Methodology isolates customer

changes Diff tools to determine and reapply changes DW model and data upgrade shipped with

each release

APPLICATION UPGRADE METHODOLOGY

Adm

inis

tratio

n

Met

adat

a


Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction ProcessD

AC



Other

GENERAL PACKAGING & INTEGRATION POINTS

▪ Analytic applications support multiple source systems and data types

▪ Oracle

▪ PeopleSoft

▪ Siebel

▪ SAP

▪ Out of the box Business Adapters that support for Oracle, PeopleSoft, Siebel, and SAP applications

▪ Universal Adapters to support other source systems

▪ JD Edwards

▪ Legacy

▪ IVR, CTI, ACD

Adm

inis

tratio

n

Met

adat

a


Dashboards by Role


Metrics / KPIs


Physical Map

Oracle BI Server

Direct Access to

Source Data


ETL

Load Process

Staging Area

Extraction ProcessD

AC



Other

INTEGRATION POINTS▪ Deployment Options

▪ Action Links

▪ EBS Flexfields

▪ Security Integration

DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS

DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168/WSRP

DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS

▪ Within a dashboard view

DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS▪ Contextually within a transactional view

▪ Also available with PeopleSoft, via creation of context sensitive portlet in a PIA page

DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS

▪ Analytics results within a transactional applet

Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems, Service Systems, etc.

DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL

DEPLOYMENT OPTIONSLINK FROM ORACLE EBS

TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL

▪ Action Links▪ Seamless navigation from analytical information to transactional

detail while maintaining context

▪ Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM▪ Direct navigation from record to transactional while maintaining context

▪ Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet

ACTION LINKS CONFIGURATION FOR SIEBEL CRM

ACTION LINK CONFIGURATION FOR ORACLE EBS▪ Identify the Oracle E-Business Suite Application page/function that you want to link

to. Obtain the function_id of that page and identify the query string parameters required by that page. This will have to be done by going through Oracle E-Business Suite documentation

▪ Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view

▪ Action Link is dynamically generated by calling the FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema

ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE▪ Create a URL Id for the path to the PIA component in the PSURLDEFN

table in EPM. Add a forward slash to the beginning of the string. Make sure that all the search key fields are on the string and their parameter values are denoted as :1, :2 etc depending on the number of keys of that component

▪ In the OBIEE Administration tool, create an Initialization Block and a Session Variable that we will use to create the URL for the source system. We need to create an Init Block. for each drill-down PIA page

▪ Create a new logical column and use as action link

FLEXFIELD AND VALUE SET INTEGRATION▪ Key Flexfields

▪ Accounting Flexfield (GL#)

▪ Territory Flexfield (CT#)

▪ Item Categories (MCAT)

▪ Descriptive Flexfields▪ Stored in data warehouse extension columns

▪ Value Set Hierarchy▪ Extract hierarchical relationships of Value Sets

USER SECURITYHOW DO I GET IN?

▪ Oracle BI EE Security Based Authentication▪ Defines and stores user information in the RPD

▪ LDAP Authentication▪ Stores information from the LDAP server in session variables

▪ External Table Authentication▪ Maintains list of users in an external database

▪ Database Authentication▪ Authenticates users through database logins

▪ Single Sign-On (SSO)▪ Provides an open interface to enable web integration with SSO products

UserSecurity

Web Browser

EXAMPLE: EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS

Oracle BIuser

UserSecurity

execute “Authentication” Init Block

3log in

1

2

authenticate username and password

Siebel CRMApplication DBTable S_USER

Web Browser

EXAMPLE: SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS

Siebel CRM Oracle BIuser

UserSecurity

establish connection using NQHOST parameter

integrate via symbolic URL infrastructure

3

log in once

1

2

4

drill back to Siebel CRM via Action Links

Web Browser

EXAMPLE: SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS

Oracle EBS Oracle BIuser

UserSecurity

validate session via the ICX cookie

establish connection with Oracle EBS

navigate to

3

log in once

store ICX session cookie

in browser

1

2

4

5

drill back to Oracle EBS via Action Links

6

OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE?

▪ Business Logic Object Security

ObjectSecurity

Presentation Layer

Physical Layer

Semantic Object Layer

• Query Blocking• Specified combinations of columns in queries can be blocked

from running and the user is notified of the illegal query

Controls access to Subject Areas, Tables and Columns

Limits access to Dashboards, Reports and Web Folders

• Web Object Security

OBJECT SECURITY FOR SIEBEL, EBSAND PEOPLESOFT

Responsibility/Role: Order ManagementManager

Dashboards:Order Management Order Fulfillment

is assigned

Associated with Web Catalog Group: Order Management Manager

User: OM Manager

ObjectSecurity

is associated with

Associated with Security Group: Order Management Manager

Subject Areas:Sales - Order LinesSales - Orders, Backlog andInvoices

DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE?

▪ Multi-Org data access support with

Oracle E-Business Suite applications:▪ Operating Unit▪ Inventory Organization▪ Business Group▪ Set of Books

Data Security

DATA SECURITY FOR EBSEXAMPLE: RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE

Data Security

Responsibility

InventoryOrganization

assigned to

associated with

user

DATA SECURITY FOR EBSEXAMPLE: INVENTORY ORG BASED SECURITY IN ORACLE BI

Data Security

Oracle E-Business Suite

log in

user

retrieve Inventory Orgs based on FND_USER tables

Oracle BI show data based on

security group filters

3

1

2

DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE?

▪ Data Security support with Siebel CRM Applications:

▪ Position

▪ Owner

▪ Organization

Data Security

DATA SECURITY FOR SIEBELEXAMPLE: POSITION BASED SECURITY

Data Security

Position:Sales ManagerAnalytics

Data Object:AccountPartnerOrder

is assigned

(is stamped on Data Object)

User: Sales Manager

can view

Data Security

Siebel CRM

log in

user

retrieve position hierarchy from the warehouse



3

1

2

DATA SECURITY FOR SIEBELEXAMPLE: POSITION BASED SECURITY

Oracle Business AnalyticsWarehouse

ETL

DATA SECURITY FOR SIEBELEXAMPLE: OWNER BASED SECURITY

Data Security

Login:AFRANKS

is assigned


User: ERM Analytics Helpdesk Agent

Data Object:Service RequestResponseActivity

can view

DATA SECURITY FOR SIEBELEXAMPLE: OWNER BASED SECURITY

Data Security

Siebel CRM

log in

user

fetches Owner ID via session init block



3

1

2

DATA SECURITY FOR SIEBELEXAMPLE: ORGANIZATION BASED SECURITY

Data Security

Organization:North America WEST

is assigned


User: Partner Executive Analytics User

Data Object:CustomerOpportunityContact

can view

DATA SECURITY FOR SIEBELEXAMPLE: ORGANIZATION BASED SECURITY

Data Security

Siebel CRM

log in

user

fetches Organization(s) via session init block



3

1

2

DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE?

▪ Data Security support with PeopleSoft Applications:

▪ HR Business Unit

▪ Payables Business Unit

▪ Receivables Business Unit

▪ Set Id

Data Security

Data Security

HR OrganizationManaged by

Owned by

User: HR Analyst

Data Object:HR Data

can view

Data Security for PeopleSoftExample: HR Business Unit Based Security

ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY

▪ We extract employee-manager relationships from PS_JOB

▪ A regular employee can only see his data and his subordinates’ data

Data Security

ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY

▪ An HR analyst can see all HR data for an Organization he or she is managing

Data Security

ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY

▪ Within his own Organization, an HR analyst can only see his subordinates’ HR data

Data Security

THANK YOU

Contact : [email protected]

mailto:[email protected]

Date post:	15-Feb-2017
Category:	Software
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