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From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
From Dashboards to Transactional Detail - Seamless drillback to EBS
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From Dashboards to Transactional Detail - Seamless drillback to EBS

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A business users case study of seamless drillback from OBIEE/OBIA key metrics dashboards to transactional detail in eBusiness Suite …

A business users case study of seamless drillback from OBIEE/OBIA key metrics dashboards to transactional detail in eBusiness Suite

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  • 1. REMINDER Check in on the COLLABORATE mobile app From Dashboards to Transactional Detail - Seamless drillback to EBS Prepared by: Preet Shah, Humana Linda Flood, Humana John Fortado, Emtec Inc. A business users case study of seamless drillback from OBIEE/OBIA key metrics dashboards to transactional detail in eBusiness Suite Session ID#: 14916
  • 2. Pre-Integration/Aggregation Can I get to the detail? Can I go back to the item? From Dashboards to Transactional Detail
  • 3. What we are doing Aggregate dashboard to Detail dashboard to EBS Invoice item Source to Warehouse E-Business Suite JD Edwards PeopleSoft Fusion SAP Siebel [OBIA Data Optimization and Performance Enhancing Techniques] What We Implemented Financial Analytics HR Analytics Project Analytics Procure & Spend Analytics Marketing Planning & Forecasting •CRM Supply Chain Profitability Management Service Management OBIA Overview
  • 4. BI Challenges for Business and IT ■ Custom OBIEE 10g platform ■ Only GL Summary data to data warehouse ■ No sub-ledger data for Procurement, Projects, AP or AR ■ No drill back to source data for immediate results on issues ■ Volume growth in source data and external reporting requirements will not be sustainable ■ Data mining was the way for analysis and reconciliation ■ IT was over whelmed with all ad-hoc report requirements ■ Rudimentary reporting tools like Excel, MS databases and silo reporting tools like Hyperion and Discoverer are being used for dashboards and KPI’s
  • 5. Business Expectations ■ The ability to use OBIEE as a front end to connect directly to sub-ledger detailed data ■ Produce reporting at a summary level on actual and budget information that allows for the drill back to the transactional level detail for research and reconciliation purposes ■ Able to replace disparate access databases and other places data is extracted and stored for data ■ Provide insights into procurement and spends for the budget managers ■ Leverage data mining to OBIEE for analysis and reconciliation ■ Provide operational reporting to support the daily business process ■ Analyze accounting entries at the transactional level for accruals, invoice and payments
  • 6. The Business Case for Drill Back ■ Business Process before OBIA implementation ■ Time Consuming ■ Validation issues/Human Error ` OBIEE10g Balance Sheet Custom JE Detail Report Excel Reconciliation / Validation Issues Oracle EBS Validation
  • 7. The Business Case for Drill Back ■ After Implementation Single Source – goto knowledge base ■ Efficiency ■ Less Risk Drill back No Separate Login OBIA Balance Sheet Trial Balance Oracle EBS Validation
  • 8. What we implemented ▪ Financial Analytics ▪ HR Analytics ▪ Project Analytics ▪ Procure & Spend Analytics ▪ Marketing ▪ Planning & Forecasting •CRM ▪ Supply Chain ▪ Profitability Management ▪ Service Management
  • 9. The Technical Aspects ■ Out of the Box Data Availability ■ Custom Reports for Drillback ▪ Aggregate dashboard to Detail dashboard to EBS Invoice item ▪ AP Transaction details report ▪ Trial Balance report drill down to transaction level
  • 10. E-Business Suite ■ The EBS Target Form ▪ Identification ▪ Required Parameters ▪ Accepted Parameters ▪ Customization ■ ETL modifications ▪ Additional Fields ▪ Customization
  • 11. EBS Security ■ EBS Responsibilities are Weblogic Roles ■ Responsibilities must exist in Weblogic as Roles ■ EBS Forms, Menu Exclusions, Functions, Profiles, URL’s ■ References: Implementing Data Security for Oracle E-Business Suite 11i in Oracle Business Intelligence Applications 7.9.3 (Doc ID 475387.1) Integrating Oracle Business Intelligence Applications with Oracle E-Business Suite (Doc ID 1343143.1) Integrator's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1) E16364-01
  • 12. EBS Security
  • 13. EBS Security
  • 14. OBIEE Security ■ Access Security ■ Catalog Object Security ■ Identity Security ■ Role Level Data Security ■ References: Implementing Data Security for Oracle E-Business Suite 11i in Oracle Business Intelligence Applications 7.9.3 (Doc ID 475387.1) Oracle Business Intelligence Application Security GUIDE Release 7.9.6.3 E19042-01 April 2011 Integrating Oracle Business Intelligence Applications with Oracle E-Business Suite Saurabh Gautam 6/9/2011 (Oracle White Paper)
  • 15. Connecting the Security Models ■ Responsibilities into Roles
  • 16. Connecting the Security Models ■ Initblock Configuration DATA SOURCE SELECT FND_GLOBAL.RESP_ID, FND_GLOBAL.RESP_APPL_ID, FND_GLOBAL.SECURITY_GROUP_ID, FND_GLOBAL.RESP_NAME, FND_GLOBAL.USER_ID, FND_GLOBAL.EMPLOYEE_ID, FND_GLOBAL.USER_NAME, FND_GLOBAL.RESP_NAME FROM DUAL DATA TARGET ( Session Variables ) EBS_RESP_ID EBS_RESP_APPL_ID EBS_SEC_GROUP_ID EBS_RESP_NAME EBS_USER_ID EBS_EMPLOYEE_ID USER ROLES
  • 17. Connecting the Security Models Connect to EBS for Roles SELECT DISTINCT 'ROLES', RESPONSIBILITY_NAME FROM FND_USER,FND_USER_RESP_GROUPS, FND_RESPONSIBILITY_VL WHERE FND_USER.user_id=FND_USER_RESP_GROUPS.user_id AND FND_USER_RESP_GROUPS.RESPONSIBILITY_ID = FND_RESPONSIBILITY_VL.RESPONSIBILITY_ID AND FND_USER_RESP_GROUPS.RESPONSIBILITY_APPLICATION_ID = FND_RESPONSIBILITY_VL.APPLICATION_ID AND FND_USER_RESP_GROUPS.START_DATE < SYSDATE AND (CASE WHEN FND_USER_RESP_GROUPS.END_DATE IS NULL THEN SYSDATE ELSE TO_DATE(FND_USER_RESP_GROUPS.end_Date) END) >= SYSDATE AND FND_USER.user_id = (SELECT USER_ID FROM FND_USER WHERE UPPER(USER_NAME) = '7421' ) SELECT USER_ID FROM FND_USER WHERE UPPER(USER_NAME) = ‘AnEBSUSER'
  • 18. Connecting the Security Models
  • 19. Connecting the Security Models ■ Populate Roles with the Authorization Block ■ Catalog object permissions granted to Roles ■ Presentation layer permissions granted to Roles ■ Data security (at the row level) is controlled by Operating Unit Organization and Company
  • 20. Connecting the Security Models ■ Catalog object permissions granted to Roles
  • 21. Connecting the Security Models ■ Presentation layer permissions granted to Roles
  • 22. Connecting the Security Models ■ Data security (at the row level) is controlled by Operating Unit Organization and Company
  • 23. Configuring Weblogic ■ Single Sign On Config File Configuration ▪ AuthenticationSchemas.xml <RequestVariable source="cookie" type="auth" nameInSource=“EBS SOURCE COOKIE" biVariableName="NQ_SESSION.ICX_SESSION_COOKIE"/> ▪ InstanceConfig.xml <EnabledSchemas>UidPwd,Impersonate,UidPwd-soap,Impersonate-soap,EBS-ICX</EnabledSchemas> <SchemaExtensions> <Schema name="EBS-ICX" logoffURL="https://louweblqs07.humana.com:9804/analytics/saw.dll?Logoff"/> </SchemaExtensions> ▪ ActionFrameworkConfig.xml <ebusinesssuiteconfig> <visible>true</visible> </ebusinesssuiteconfig>
  • 24. Configuring Action Links OBIEE Action Links To EBS (Doc ID 1457278.1) OBIEE 11g: Link to Navigate to E-Business Suite is not Visible Doc ID 1527849.1 Configuring an OBIEE 11g Navigation Action Link to E- Business Suite 12 Fails With "Unable to execute function. (RESP_ID=0/RESP_APPL_ID=0)" (Doc ID 1539742.1)
  • 25. Configuring Action Links
  • 26. Implementing the Action Link
  • 27. Using Drillback
  • 28. The EBS Result
  • 29. OBIEE Architecture
  • 30. Lesson Learned ■ Requirements can quickly expand the original project scope ■ Installing into fresh environments leads to tweaking the application and the database ■ Additional time is required for load testing ■ Test strategy and test cases will change as complex calculations are added ■ The folder structure in the EBS menu is critical for drillback:
  • 31. What We Have EBS X OBIEE OBIA
  • 32. Contact Details Preet Shah Applications Consultant Tel. 502.476.9149 | Cell. 2036457171 pshah3@humana.com Linda Flood Financial Reporting|Manager Project Implementations Tel. 502-580-2193 | Fax 502-508-2153 lflood1@humana.com John Fortado Consultant 210-867-2957 John.fortado@emtecinc.com
  • 33. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app

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