Oracle Scorecard & Strategy Management
The Un-Scorecard Manual Kevin McGinley
kevin.mcginley@accenture.com
@kevin_mcginley...
The BI Foundation Suite
Copyright © 2012 Accenture All Rights Reserved.
OBIEE Essbase
OSSM BI Mobile
The $450,000 $300,000 Question:
Copyright © 2012 Accenture All Rights Reserved.
OSSM
If I'm a customer who licensed
the BI...
The $349 Answer:
Copyright © 2012 Accenture All Rights Reserved.
OSSM
Of course not, as long as you
think of OSSM as just ...
The Un-Scorecard Manual For OSSM
• For Your Consideration: OSSM
• The Advantages of the KPI Object
• Features OBIEE Would ...
For Your Consideration: OSSM
Copyright © 2012 Accenture All Rights Reserved.
OSSM: The Basics
Copyright © 2012 Accenture All Rights Reserved.
OBIEE
RPD
KPI
Scorecard
Scorecard
Document
(”View")
Developing In OBIEE 11g
Copyright © 2012 Accenture All Rights Reserved.
"Analysis" "Scorecard""Report"
Pixel-Perfect Repor...
Why Not Consider OSSM For Regular BI?
Copyright © 2012 Accenture All Rights Reserved.
"Analysis"
"Scorecard""Report"
Devel...
The Advantages of the KPI Object
Copyright © 2012 Accenture All Rights Reserved.
The KPI Object: Full of Essential Vitamins
• 'Actual' & 'Target' Data
– You don't have to interpret
these fields literally...
Actual VS Target Data
Copyright © 2012 Accenture All Rights Reserved.
Targets can be anything: a real target, a prior peri...
Contact Owner
Copyright © 2012 Accenture All Rights Reserved.
The ability to
route messages
tied to a KPI
creates a built-...
Trending
Copyright © 2012 Accenture All Rights Reserved.
KPIs have built-in
trending, saving a
developer time
from creatin...
Conditional Formatting
Copyright © 2012 Accenture All Rights Reserved.
KPI states are
easier to create
and more
advanced t...
Custom Attributes
Copyright © 2012 Accenture All Rights Reserved.
Custom attributes
can be shown or
hidden by the
user and...
Features OBIEE Would Die For
Copyright © 2012 Accenture All Rights Reserved.
The OSSM Intangibles
• Comment threading
– A common request in OBIEE
can provided using a true
comment interface
• Dimensi...
Comment Threads
Copyright © 2012 Accenture All Rights Reserved.
A built-in
comment thread
interface is better
than a clunk...
Point of View Bar VS Dashboard Prompts
Copyright © 2012 Accenture All Rights Reserved.
VS
The PoV bar
automatically
create...
Related Documents
Copyright © 2012 Accenture All Rights Reserved.
Help users by
linking to related
content, both
unstructu...
Objectives
Copyright © 2012 Accenture All Rights Reserved.
Objectives offer a
way to aggregate
dissimilar metrics
to creat...
Analysis Agents VS KPI Agents
Copyright © 2012 Accenture All Rights Reserved.
VS
KPI agents have a much
simpler interface ...
Views "Answers" Doesn't Have
Copyright © 2012 Accenture All Rights Reserved.
OSSM Documents, or "Views"
• KPI Watchlist
• Strategy Map
• Cause and Effect Map
• Strategy Tree/Wheel
• Custom View
Copyr...
OSSM Documents, or "Views"
• KPI Watchlist
– Summary bar for status
– Unique pivot view
– Full sorting & analyze
• Smart K...
KPI Watchlist - User Selectable Columns
Copyright © 2012 Accenture All Rights Reserved.
Watch lists allow
the user to hide...
Smart KPI Watchlist - User Interactivity
Copyright © 2012 Accenture All Rights Reserved.
A smart watch list
allows the use...
Smart KPI Watchlist - Built-in Ranks/Sorts
Copyright © 2012 Accenture All Rights Reserved.
They also have a
built-in filte...
Strategy Map - Monitor Process Flows
Copyright © 2012 Accenture All Rights Reserved.
Create a swim-lane report to
monitor ...
Cause and Effect Map - Answer Why
Copyright © 2012 Accenture All Rights Reserved.
Help a user understand why a
metric is b...
Strategy Tree - Custom Hierarchies
Copyright © 2012 Accenture All Rights Reserved.
Create alternate
or cross-
dimension dr...
Custom View - Spatial For The Rest Of Us
Copyright © 2012 Accenture All Rights Reserved.
Use this as a compliment to
Map V...
The Fine Print
Copyright © 2012 Accenture All Rights Reserved.
The Fine Print
• Monster SQL statements
• Caching gets tricky
• Room for maturity
• Some things don't quite work the way y...
Mc ginley   oracle scorecard & strategy management
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Mc ginley oracle scorecard & strategy management

  1. 1. Oracle Scorecard & Strategy Management The Un-Scorecard Manual Kevin McGinley kevin.mcginley@accenture.com @kevin_mcginley oranalytics.blogspot.com youtube.com/user/realtimebi
  2. 2. The BI Foundation Suite Copyright © 2012 Accenture All Rights Reserved. OBIEE Essbase OSSM BI Mobile
  3. 3. The $450,000 $300,000 Question: Copyright © 2012 Accenture All Rights Reserved. OSSM If I'm a customer who licensed the BI Foundation Suite, but have no plans to develop a scorecard, is OSSM useless to me?
  4. 4. The $349 Answer: Copyright © 2012 Accenture All Rights Reserved. OSSM Of course not, as long as you think of OSSM as just another developer tool within OBIEE which allows you to build "stuff."
  5. 5. The Un-Scorecard Manual For OSSM • For Your Consideration: OSSM • The Advantages of the KPI Object • Features OBIEE Would Die For • Views "Answers" Doesn't Have • The Fine Print Copyright © 2012 Accenture All Rights Reserved.
  6. 6. For Your Consideration: OSSM Copyright © 2012 Accenture All Rights Reserved.
  7. 7. OSSM: The Basics Copyright © 2012 Accenture All Rights Reserved. OBIEE RPD KPI Scorecard Scorecard Document (”View")
  8. 8. Developing In OBIEE 11g Copyright © 2012 Accenture All Rights Reserved. "Analysis" "Scorecard""Report" Pixel-Perfect Reports Analytical Reports KPI Reports Interactive Views Put on a Dashboard Very Graphical Prompt-able Very Graphical Interactive Views Put on a Dashboard Prompt-able Interactive Views Put on a Dashboard Very Graphical Prompt-able
  9. 9. Why Not Consider OSSM For Regular BI? Copyright © 2012 Accenture All Rights Reserved. "Analysis" "Scorecard""Report" Developer Trifecta! Pssst...scorecards can do a few things easier and faster than analyses can!
  10. 10. The Advantages of the KPI Object Copyright © 2012 Accenture All Rights Reserved.
  11. 11. The KPI Object: Full of Essential Vitamins • 'Actual' & 'Target' Data – You don't have to interpret these fields literally - the formula editor allows them to be anything – Built-in comparison metrics • Owner – Someone to contact about the measure, which could be interpreted as built-in support • Trending – Built-in metric and conditional formatting – Automatic chart generation • More advanced conditional formatting options – Thresholds can be defined by other columns – Logic for high/low is better – Scoring – No data options • Related Documents – Easy way to access help files • Custom Attributes – Easy way to show up to 5 additional metrics Copyright © 2012 Accenture All Rights Reserved.
  12. 12. Actual VS Target Data Copyright © 2012 Accenture All Rights Reserved. Targets can be anything: a real target, a prior period value, or a hard coded target. A more valuable option is to choose another metric or a filtered metric to compare for a more sophisticated analysis.
  13. 13. Contact Owner Copyright © 2012 Accenture All Rights Reserved. The ability to route messages tied to a KPI creates a built-in support system.
  14. 14. Trending Copyright © 2012 Accenture All Rights Reserved. KPIs have built-in trending, saving a developer time from creating metrics, views, and conditions.
  15. 15. Conditional Formatting Copyright © 2012 Accenture All Rights Reserved. KPI states are easier to create and more advanced than conditional formatting.
  16. 16. Custom Attributes Copyright © 2012 Accenture All Rights Reserved. Custom attributes can be shown or hidden by the user and can provide additional detail.
  17. 17. Features OBIEE Would Die For Copyright © 2012 Accenture All Rights Reserved.
  18. 18. The OSSM Intangibles • Comment threading – A common request in OBIEE can provided using a true comment interface • Dimension PoV Bar – Created automatically for every dimension attached to a KPI in the scorecard – Forward and Back buttons allow easy navigation • Related documents – Link to anything in the catalog or web server on any type of object in the scorecard. • Objectives – Aggregate dissimilar metrics into a single score – Ability to aggregate based on weights, best case, worst case, etc. • KPI Agents – Faster and easier to create for a less savvy user. – Very specific and predictable. – Prompt-able. Copyright © 2012 Accenture All Rights Reserved.
  19. 19. Comment Threads Copyright © 2012 Accenture All Rights Reserved. A built-in comment thread interface is better than a clunky write back or AF one.
  20. 20. Point of View Bar VS Dashboard Prompts Copyright © 2012 Accenture All Rights Reserved. VS The PoV bar automatically creates prompts for all dimensions used by KPIs.
  21. 21. Related Documents Copyright © 2012 Accenture All Rights Reserved. Help users by linking to related content, both unstructured and OBIEE-built.
  22. 22. Objectives Copyright © 2012 Accenture All Rights Reserved. Objectives offer a way to aggregate dissimilar metrics to create a score using various options.
  23. 23. Analysis Agents VS KPI Agents Copyright © 2012 Accenture All Rights Reserved. VS KPI agents have a much simpler interface to create them, you can easily filter, or pin, dimensions, and the conditions are straightforward.
  24. 24. Views "Answers" Doesn't Have Copyright © 2012 Accenture All Rights Reserved.
  25. 25. OSSM Documents, or "Views" • KPI Watchlist • Strategy Map • Cause and Effect Map • Strategy Tree/Wheel • Custom View Copyright © 2012 Accenture All Rights Reserved. How can these views be used for regular BI?
  26. 26. OSSM Documents, or "Views" • KPI Watchlist – Summary bar for status – Unique pivot view – Full sorting & analyze • Smart KPI Watchlist – Built-in selector for view – Built-in ranks/filters/sorts • Cause & Effect Map – Guide a user to why a metric value is the way it is • Strategy Map – Monitor a business process and identify areas of breakdown • Strategy Tree/Wheel – Create alternative hierarchies and groupings, even across dimensions – View data that isn't there without creating outer joins • Custom View – View non-geographic dimensions spatially/visually Copyright © 2012 Accenture All Rights Reserved.
  27. 27. KPI Watchlist - User Selectable Columns Copyright © 2012 Accenture All Rights Reserved. Watch lists allow the user to hide or show columns right on the dashboard.
  28. 28. Smart KPI Watchlist - User Interactivity Copyright © 2012 Accenture All Rights Reserved. A smart watch list allows the user to choose where to focus on a scorecard, allowing for incredible flexibility in one object if objectives or initiatives are used wisely.
  29. 29. Smart KPI Watchlist - Built-in Ranks/Sorts Copyright © 2012 Accenture All Rights Reserved. They also have a built-in filtering, sorting, and ranking features that are intuitive. Note: smart watch lists are only available in 11.1.1.6.2BP1 and look slightly different than the version shown here, which is for illustrative purposes.
  30. 30. Strategy Map - Monitor Process Flows Copyright © 2012 Accenture All Rights Reserved. Create a swim-lane report to monitor the performance of a process, using perspectives as the different lanes in the process.
  31. 31. Cause and Effect Map - Answer Why Copyright © 2012 Accenture All Rights Reserved. Help a user understand why a metric is bad by taking them to a view that shows them contributing factors. This is/was the promise of guided navigation, but provides a visualization that actually supports it.
  32. 32. Strategy Tree - Custom Hierarchies Copyright © 2012 Accenture All Rights Reserved. Create alternate or cross- dimension drill- downs using filtered KPIs of the same metric.
  33. 33. Custom View - Spatial For The Rest Of Us Copyright © 2012 Accenture All Rights Reserved. Use this as a compliment to Map Views for dimensions other than geography.
  34. 34. The Fine Print Copyright © 2012 Accenture All Rights Reserved.
  35. 35. The Fine Print • Monster SQL statements • Caching gets tricky • Room for maturity • Some things don't quite work the way you want them to as your requirements get more complex Copyright © 2012 Accenture All Rights Reserved.
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