Oracle BI Applications - Giving the Users the Reports They Really Want
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Oracle BI Applications - Giving the Users the Reports They Really Want

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In this presentation, we show how to move beyond the out-of-the-box reports and dashboards provided with the Oracle BI Applications, and create reports that span multiple subject areas and ledgers, ...

In this presentation, we show how to move beyond the out-of-the-box reports and dashboards provided with the Oracle BI Applications, and create reports that span multiple subject areas and ledgers, allow navigation between reports and areas of interest, incorporate more recent OBIEE 11g data visualisations, and amend existing reports to display data that's usually more relevant to users in the UK.

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Oracle BI Applications - Giving the Users the Reports They Really Want Oracle BI Applications - Giving the Users the Reports They Really Want Presentation Transcript

  • Oracle BI Applications: Giving Users The Reports They Really Want Mike Vickers, Consulting Manager, Rittman Mead UKOUG Apps’13 Conference, London, Oct 2013 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • About the Speaker • Mike Vickers, Consulting Manager at Rittman Mead • 4 years with Rittman Mead • 6 years of Oracle BI, EPM & DW technologies • 15+ years experience of implementing BI • Presenter at previous UKOUG events • Contributor to Rittman Mead Blog : http://www.rittmanmead.com/blog • Email : mike.vickers@rittmanmead.com • Twitter : @aneyeonbi • ...but not Mark Rittman T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • About Rittman Mead • Oracle BI and DW Gold partner • Winner of five UKOUG Partner of the Year awards in 2013 - including BI • World leading specialist partner for technical excellence, solutions delivery and innovation in Oracle BI • Approximately 80 consultants worldwide • All expert in Oracle BI and DW • Offices in US (Atlanta), Europe, Australia and India • Skills in broad range of supporting Oracle tools: ‣ OBIEE, OBIA ‣ ODIEE ‣ Essbase, Oracle OLAP ‣ GoldenGate ‣ Endeca T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • What are the Oracle BI Applications? • Pre-built and pre-integrated horizontal and industry-specific applications built around OBIEE • Provides pre-built ETL, conformed dimensional data warehouse, RPD and Catalog • Covers Oracle EBS, Peoplesoft, Siebel, SAP and Fusion Applications Integrated Analytic Apps T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Oracle BI Applications Packaging • BI Apps is sold as a series of analytic applications - Financial Analytics, HR Analytics etc • Vertical apps for pharma, banking etc also available • OBIEE, Oracle Database and ETL tool have to be licensed separately • Customers typically license 3-4 applications, then build out from there T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Pre-Defined ETL Routines from EBS, PSFT, Siebel, JDE, SAP • Integrated, conformed dimensional data warehouse • Deployable on Oracle, MS SQL, IBM DB/2 and Teradata • Uses embedded ETL tool (historically Informatica) to load data from sources to DW • Staging tables and presentation tables • Allows modular deployment • Lowest grain of information • Prebuilt aggregates • History tracking • Indexing T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Role-Based, “Best Practice” Dashboards and Reports • BI Apps delivers an integrated RPD that maps DW structures into 3-layer OBIEE model • Can be customized or extended by the customer - design patterns and quick-start elements • Suite of “best practice” reports and dashboards, based around BI Apps analytic apps • Built on OBIEE 11g (since BI Apps 7.9.6.3), can also make use of BI Mobile, Scorecard, Essbase etc T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Integrated, Enterprise Business Model • Provides a business-friendly enterprise data model over your BI data warehouse • Includes hierarchies, calculations, subject areas and other data items • Allows you to join data from different areas together • Provides reporting governance, security etc T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • But ... It’s Usually Not Exactly What You Want! • The core data items are useful, but it might not include all your hierarchies, flex-fields etc • Certain reports could be useful but with a few changes • It would be useful to be able to link GL and AP numbers, for example... • Or even create new dashboards more aligned with how you do things • Some changes require lots of IT work - whole new data sources, for example • But some can be done at the catalog or data model layer, for example: ‣ Linking one report to another - for supplier information contained in separate reports ‣ Creating links between GL and sub-ledgers ‣ Altering the standard hierarchies to make reporting more meaningful • Let’s go through three examples... T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Example 1: Report Linking / Workflow T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • General Dashboard Design - Requirement • Users don’t ask for much - “only” exactly the right information, immediately ‣ Not an unreasonable request with OBIEE • Need to act on their findings, often for business critical reasons • Different users have different aims: ‣ Managers - broad business decisions ‣ Operational users - fulfill transactions, make calls etc. Question Log in to OBIEE T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) Answer Action E : info@rittmanmead.com W : www.rittmanmead.com
  • Example - Suppliers At Risk • Goal is to determine which suppliers are at most risk of deferring. • Do this by analysing who has been paid late most frequently. • Relevance of these suppliers at the current time. • Create a scenario where, in a short time, users can: ‣ Identify the suppliers ‣ Explain the reasons why ‣ Act on it if necessary Identify Explain T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) Act E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - OOTB • Supplier information exists but spread across: ‣ Payments Due ‣ Payment Performance ‣ Supplier Report T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - OOTB • No single workflow to tackle the problem • Requires a user to go back and forth between several pages T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - Example Solution • Data exists OOTB ‣ Web Cat changes Web Web Cata • Create Cata log log ‣ New analyses ‣ New dashboard page RPD RPD • Features ‣ Filter based on results of another analysis ETL & Data Warehouse ETL & Data Warehouse ‣ Action Links T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - Example Solution • Basic analysis to find all suppliers which have been paid late • Second analysis from a different subject area • Filter based on the results from the original analysis T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - Example Solution • Final analysis to expose greater detail • Action link from dashboard analysis to this report ‣ Behaves as drilldown • Action link from the final report to external system ‣ HTTP request ‣ Java Method ‣ Web Service • Action link can accept parameters ‣ Allows for integration with external systems T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Supplier Risk - Finished Example T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Example 2: Linking GL to Sub-Ledgers T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - Requirement • Finance users require linkage between General Ledger and sub-ledgers ‣ Accounts Payable ‣ Accounts Receivable ‣ Revenue ‣ Purchase Orders • Validate source system processes have posted transactions to GL correctly • Navigate from GL to the respective sub-ledger for more specific transaction information T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com General Ledger Accounts Payable Accounts Receivable Revenue Purchase Orders
  • Examples - Validation & GL to AP • Validation ‣ Compare posted AP payments with the equivalent transactions in GL ‣ If the results match, the data is valid • GL to AP ‣ Begin with a GL transactions query on a specific day and account ‣ Drill down to see the relevant GL Journals and AP invoices ‣ Should see the totals matching General Ledger T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) Accounts Payable E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - OOTB • No reports demonstrating sub-ledger linkage • Intersection table in the warehouse ‣ W_GL_LINKAGE_INFORMATION_G • Key field GL Journal ID available in most subject areas • Not a proper dimension table ‣ Possibility of dropping rows T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - Example Solution • Data exists OOTB ‣ Web Cat changes • Create ‣ New analyses ‣ New dashboard page • Features ‣ Filter based on results of another analysis ‣ Action Links T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) Web Web Cata Cata log log RPD RPD ETL & Data Warehouse ETL & Data Warehouse E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - Validation Example • Begin with AP payments query • GL analysis with subquery to get equivalent GL transactions • Validation row ‣ Union two result sets to sum to 0 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - GL to AP Example • Core GL Transactions report filtered to Payables, split by: ‣ Account Number ‣ Date • Simple GL query, prompted on Date and Account Number • AP Invoice analysis with subquery on GL Journal ID T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - GL to AP Example T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Sub-ledger Linkage - Finished Example T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Example 3: Altering the Standard (“OOTB”) Hierarchies T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Hierarchy - Requirement • Need to view the parents of an account ‣ Category parents ‣ Account may have multiple parents and be in multiple hierarchies • Bottom-up view of hierarchy structures ‣ Parent ‣ Grandparent ‣ Great grandparent etc. • This requirement extends to other segments ‣ Business Unit ‣ Department ‣ Location etc. T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Hierarchy - OOTB • Supports up to 20 levels in the hierarchy for each segment ‣ Allows drilldown through the levels • But only has a top-down view of the hierarchy • Confusion with which column has the parent ‣ B and C have a parent in level 1 ‣ Level 1 is the grandparent of D, E, F, G ‣ Level 2 is the parent which is required Level 1 Level 2 Level 3 Level 4 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Hierarchy - OOTB • Account “Supervision” has two parents as displayed below ‣ Total Operating Expenses - Level 2 ‣ Total Office Expenses - Level 7 • Each row has same value - the total value attributed to the account ‣ 214,575 • Not appropriate for analysis T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Hierarchy - OOTB • Account groups ‣ Mandatory in financials deployments ‣ Managed using CSV files ‣ Can alleviate the need for category parents • But requires a full load when groups need changing ‣ Not ideal T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example Solution • Not supported by Data Model • Physical ‣ New column(s) in database for Account Parent Web • RPD Web Cata Cata log ‣ New select view and physical alias log ‣ New logical table RPD RPD ‣ New presentation columns • Web Catalog ‣ New analyses ETL & Data Warehouse ETL & Data Warehouse ‣ New dashboard T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - Physical • Add 2 columns to W_HIERARCHY_DS and W_HIERARCHY_D ‣ Parent Name: X_PARENT_NAME ‣ Parent Code: X_PARENT_CODE • Edit Informatica mappings to populate column: ‣ SDE_ORA_Stage_ValueSetHier_DeriveRange - Level2 at the start of this mapping is the immediate parent ‣ SIL_HierarchyDimension • This change will apply to all segments T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - RPD • Create a physical view in the RPD based on the W_HIERARCHY_D table ‣ This prevents duplicate rows when querying • Alternatives ‣ Physical table using PLP ‣ Materialised view if on Oracle SELECT * FROM( SELECT ROW_NUMBER ( ) OVER ( PARTITION BY Hier.HIER20_CODE, PARENT_CODE, HIER_CODE ORDER BY HIER_CODE, Hier.HIER20_CODE, PARENT_CODE ) AS ROW_NUM, Hier.PARENT_CODE, Hier.PARENT_NAME, Hier.HIER_CODE, Hier.HIER20_CODE, Hier.ROW_WID, Hier.HIER20_NAME FROM W_HIERARCHY_D Hier) WHERE ROW_NUM = 1 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - RPD • Join to the correct segment alias, in this case Segment 3 for account ‣ HIER_CODE = SEGMENT_LOV_ID ‣ HIER20_CODE = SEGMENT_VAL_CODE • Create a logical table and associated Hierarchy ‣ Map to the Segment table alias as well as your view in the table source ‣ Join to facts in the business layer • Map columns into presentation layer T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - RPD • The resulting logical diagram T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - RPD • The resulting physical diagram • Can use this for other segments ‣ Require an alias of the view for each segment - as with W_HIERARCHY_D T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Example - Web Catalog • Simple analyses yields compelling results at the dashboard level • First analysis ‣ Account Parent ‣ Transaction Amount • Second analysis ‣ Account Parent (prompted) ‣ Account ‣ Transaction Amount • Action Link from first to the second T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Account Parents - Finished Example T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Summary • Oracle BI Applications is a great, quick-start way to deliver analytics to your organization • Main value is in the ETL, and the data warehouse data model • The reports, dashboards, and typically hierarchies etc are usually customized • In this presentation we looked at three examples, all done at the BI layer ‣ More fundamental customizations take place at the ETL and DW layer - IT tasks • Rittman Mead have extensive experience implementing and customizing the BI Apps ‣ Either full-implementation, from start-to-finish ‣ Or helping organizations get the best from their existing investment T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Thank You for Attending! • Thank you for attending this presentation, and more information can be found at http://www.rittmanmead.com • Contact us at info@rittmanmead.com or mark.rittman@rittmanmead.com • Look out for our book, “Oracle Business Intelligence Developers Guide” out now! • Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead) T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
  • Oracle BI Applications: Giving Users The Reports They Really Want Mike Vickers, Consulting Manager, Rittman Mead UKOUG Apps’13 Conference, London, Oct 2013 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com