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Mc ginley oracle scorecard & strategy management

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  • 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. The BI Foundation Suite Copyright © 2012 Accenture All Rights Reserved. OBIEE Essbase OSSM BI Mobile
  • 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. 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. 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. For Your Consideration: OSSM Copyright © 2012 Accenture All Rights Reserved.
  • 7. OSSM: The Basics Copyright © 2012 Accenture All Rights Reserved. OBIEE RPD KPI Scorecard Scorecard Document (”View")
  • 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. 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. The Advantages of the KPI Object Copyright © 2012 Accenture All Rights Reserved.
  • 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. 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. Contact Owner Copyright © 2012 Accenture All Rights Reserved. The ability to route messages tied to a KPI creates a built-in support system.
  • 14. Trending Copyright © 2012 Accenture All Rights Reserved. KPIs have built-in trending, saving a developer time from creating metrics, views, and conditions.
  • 15. Conditional Formatting Copyright © 2012 Accenture All Rights Reserved. KPI states are easier to create and more advanced than conditional formatting.
  • 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. Features OBIEE Would Die For Copyright © 2012 Accenture All Rights Reserved.
  • 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. 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. 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. Related Documents Copyright © 2012 Accenture All Rights Reserved. Help users by linking to related content, both unstructured and OBIEE-built.
  • 22. Objectives Copyright © 2012 Accenture All Rights Reserved. Objectives offer a way to aggregate dissimilar metrics to create a score using various options.
  • 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. Views "Answers" Doesn't Have Copyright © 2012 Accenture All Rights Reserved.
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. The Fine Print Copyright © 2012 Accenture All Rights Reserved.
  • 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.