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Oracle Business
             Intelligence from an
                                   al
             Essbase Perspective
                              a nz
                                         te rR
                                     e wa
                                 E dg
March 20, 2013
                          y of
                       ert
                 P  rop

James Worthington
Edgewater Ranzal
About Edgewater Ranzal




                                         z al
                                        an
                                     r R Focus
                                w ate   Services
                            d ge        People
                          fE
                    15 Years
                        o
                 700+ clients
                  rty
                                        Methodology
               pe
               1000+ projects

           Pro                          Customers
                                        Partnership
Our Services
                                      Dashboards & Scorecards, Profitability &
                                     Cost Mgmt, Financial Analytics & Reporting,
                                       Operational Analytics, What-if Analysis,
                                       Query & Reporting, Visual Exploration



        Financial performance, Legal,
                                                          Business
                                                                                           z al
                                                                                    Planning, Budgeting, Forecasting,

                                                                                     an
Segment & Mgmt Reporting, Financial                      Intelligence               Workforce Planning, Capital Planning,


                                                                                   rR
                               Close
                                                                                    Project Planning, Campaign Planning,
  HFM Optimization, Performance Lab

                                                                       ate
                                                                                    Strategic Finance
            SOX Compliance Support
                                             Consolidation           Planning

                                                                     w
   Installation, Upgrades,
                                                           d ge                                   Project/Program Mgmt, EPM


                                                    fE
        Migration, System                                                       Project           Road Maps, Application


                                              yo
                                 Infrastructure                               Management          Reviews, Business
  Monitoring, Backup and

                                           rt
       Recovery, Disaster                                                                         Requirements, Process


                                  pe
  Recovery, Load Testing,                                                                         Change, Documentation


                               ro
          Hardware Sizing                       Data                    Support
                                              Services                  Services

                             P
       Data Integration, Financial Data                                             Support Services - Project/Program
Management, Data Warehousing, Master                      Training                  Mgmt, EPM Road Maps, Application
     Data Management, ETL Services,                                                 Reviews, Business Requirements,
      Performance Tuning, Automation                                                Process Change, Documentation


                                          Dashboards/Scorecards, Profitability Cost
                                           Mgmt, Financial Analytics & Reporting,
                                           Operational Analytics, What-if Analysis,
                                           Query & Reporting, Visual Exploration
Oracle Business Intelligence
             from an
       Essbase Perspective
                                  z al
                            an
                          rR
        – Repository Designate
                        ew
                     dg
        – Presentation Design
                  fE
               yo
        – Security
           ert
          Considerations
       rop
      P – Tuning Considerations
        – EPM Integration
        – Operations
        – Mobile Access

4
Ranzal Presenter


    James Worthington

                                                                 al
                                                           a nz
    Over 15 years designing, building, and implementing information analytical
    systems to insure delivery of the right information R the right people at the
                                                    ter
                                                         to
                                                  a
    right time for the right price. He provides complete end to end BI, Analytics,
    and EPM expertise, from analysis and ew
    service solution delivery. His strongdg
                                              advice, planning and oversight, to full
                                        E functional, financial, operational, and
                                     ofhealthcare, software, manufacturing,
    technical background includes startups and Fortune 500 companies, and
                                rty
    apparel, and media. pe
    spans many verticals, including

                      P  ro




5
OBIEE and Essbase

    OBIEE


                                          z al
     Oracle’s strategic enterprise BI Platform.
                                      an
                                    rR
                                  ate from (almost) all
                               ew
     Access, model, and present data
                            dg
                         fE
     sources.
                    t yo
                  erand HFM).
               rop
     EPM (Essbase
             P
     Automatic metadata modeling.

     ‘Almost’ fully integrated.
6
Repository Design
    Accounts – Flattened vs. Dimensional
    Dimension                               Flat




                                                       z al
                                                     an
                                                   rR
                                           w ate
                                    d ge
                                o fE
                          rty
                    ro pe
                  P




7
Repository Design

Flattened                                         Hierarchy


Advantages:                                       Advantages:
                                                                   z al
                                                           an
   Display differing levels equally

                                                         rR
   Control order, formatting, etc. individually       Drill Down
                                                     te
                                                    aDynamic
                                                  w
Disadvantages:
                                             d ge
                                         fE
    No Drill Down on Accounts (Measures)
                                       o
                                rty
    ASO could be thousands                    Disadvantages:

                             pe
    Re-Import and Re-Flatten for new Accounts

                       P  ro                      Difficult to present multiple levels

                                                      Formatting control by CASE statements




8
Repository Design
          Accounts – Flattened vs. Dimensional
                    You can have both!



                                                 z al
                                           an
                                         rR
                                   w ate
                             d ge
                         o fE
                   rty
             ro pe
           P




9
Repository Design

     Time Dimension



                                                    z al
                                                  an
                                                rR
                                           w ate
                                       d ge
                                   o fE
                             rty
                       ro pe
                      P




10
Repository Design

     Essbase Federation



                                                   z al
                                                 an
                                               rR
                                          w ate
                                      d ge
                                  o fE
                            rty
                      ro pe
                    P




11
Repository Design

     Essbase Federation



                                                   z al
                                                 an
                                               rR
                                          w ate
                                      d ge
                                  o fE
                            rty
                      ro pe
                    P




12
Repository Design
     Relational Drill Down




                                                     z al
                                                   an
                                                 rR
                                            w ate
                                        d ge
                                    o fE
                              rty
                        ro pe
                      P




13
Repository Design

       Essbase Substitution Variables



                                            z al
                                          an
                                        rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
            P




14
Repository Design
     Automation and Life Cycle Management
           WLST    Command or scripting utility



                                                           z al
                                                     an
                                                   rR
                                            w ate
                                      d ge
                                  o fE
                            rty
                      ro pe
                   P

 wls:/offline> connect('weblogic','weblogic','t3://localhost:8001')
 Connecting to weblogic server instance running at t3://localhost:8001 as
 username weblogic...
15
Repository Design

     Automation and Life Cycle Management
                MUDE Multi user Development Environment


                                                  z al
                                              an
                                            rR
                                       w ate
                                   d ge
                               o fE
                         rty
                   ro pe
                 P




16
Repository Design
 Automation and Life Cycle Management
           MUDE Multi user Development Environment


                                                 z al
                                             an
                                           rR
                                      w ate
                                  d ge
                              o fE
                        rty
                  ro pe
                P




17
Repository Design
     Automation and Life Cycle Management
      MUDE Multi user Development Environment


                                                    z al
                                                  an
                                                rR
                                         w ate
                                     d ge
                                 o fE
                           rty
                     ro pe
                   P




18
Presentation Design

     Guided Information Delivery Methodology


                                                       z al
                                                     an
     Screen size

                                                   rR
                                                ate
     Result set size
                                              w
     Query complexity
                                          d ge
                                      o fE
                          rty
     Caching reuse

                    ro pe
                  P
     Dynamic data access

     Intuitively lead users to data

     Browser performance



19
Presentation Design

Dashboards / Analyses / Prompts

                                         z al
                                       an
                                     rR
                                w ate
                            d ge
                        o fE
                  rty
            ro pe
           P




20
Presentation Design

     Dashboards / Analyses / Prompts


                                            z al
                                          an
                                        rR
                                   w ate
                               d ge
                           o fE
                     rty
               ro pe
              P




21
Presentation Design

     Dashboards / Analyses / Prompts


                                             z al
                                           an
                                         rR
                                    w ate
                                d ge
                            o fE
                      rty
                ro pe
               P




22
Presentation Design
     Master / Detail Links


                                               z al
                                             an
                                           rR
                                      w ate
                                  d ge
                              o fE
                        rty
                  ro pe
                 P




23
Data Visualization
                                   Multiple Visual Experiences for Decision Making




                                                              al
 • Spreadsheets
 • Traffic Lighting
                                                            z
 • Exceptions
                                                       an
                                                     rR
 • Line
                                              w ate
 • Bar
                                         d ge
                                     fE
 • Pie, etc
                                   o
                             rty
 • Geographical
                       ro pe
 • Organizational
 • Strategy           P




24
Presentation Design

     Visualizations


                                             z al
                                           an
                                         rR
                                    w ate
                                d ge
                            o fE
                      rty
                ro pe
               P




25
Presentation Design

     Visualizations


                                               z al
                                             an
                                           rR
                                      w ate
                                  d ge
                              o fE
                        rty
                  ro pe
                P




26
Presentation Design

        Action Links


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
            P




27
Presentation Design

     BI Publisher

                                                 z al
                                               an
                                             rR
                                        w ate
                                    d ge
                                o fE
                          rty
                    ro pe
                P




28
Presentation Design

        • BI Publisher


                                          z al
                                        an
                                      rR
                                 w ate
                             d ge
                         o fE
                   rty
             ro pe
           P




29
Presentation Design


     BI Publisher

                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
             P




30
Security Considerations

     WLS/LDAP/HSS/ERP Integration

                                            z al
                                          an
                                        rR
                                   w ate
                               d ge
                           o fE
                     rty
               ro pe
              P




31
Security Considerations

     LDAP Security Provider


                                             z al
                                           an
                                         rR
                                    w ate
                                d ge
                            o fE
                      rty
                ro pe
              P




32
Security Considerations

         • Object Security


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
            P




33
Security Considerations

         • Data / Metadata Security


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
            P




34
Security Considerations
Essbase Token Pass-Through


                                                z al
                           •              an
                             SSO using CSS Token
                                        rR
                                     ate
                           • Insure Patch levels
                           •
                                   w
                             Update epmsys_registry.bat
                           •
                                 ge
                             Update Classpath
                               d
                         o fE
                           • Copy reg.properties

                   rty
                           • Update and execute runRegSyncUtil.bat

                pe
                           • Add a few EXTRA_JAVA_PROPERTIES

            Pro              (setEnv.cmd)
                           • Add virtualize property to WLS provider




35
Security Considerations



        • Direct Cube Access (SmartView)
                                          z al
                                        an
        • Planning                    rR
                                 w ate
                             d ge
                      fE
        • Performance (Caching)
                     rt yo
               ro pe and Configuration
        • Installation
             P
        • OBIEE Objects

        • Groups and Group Management
36
Tuning Considerations
 Caching


                                         z al
                                       an
                                     rR
                                w ate
                            d ge
                        o fE
                  rty
            ro pe
           P




37
Tuning Considerations
        Query limiting




                                            z al
                                          an
                                        rR
                                   w ate
                               d ge
                           o fE
                     rty
               ro pe
             P




38
Tuning Considerations

     WLS Essbase configurations.

           Instanceconfig.xml
                                                                              z al
                                                                     an
                                                                   rR
           <Cube>


                                                           ate
                <CubeMaxRecords>20000</CubeMaxRecords>
                <CubeMaxPopulatedCells>150000</CubeMaxPopulatedCells>
                                                         w
                                                   ge
           </Cube>
           <Pivot>
                                                 d
                <MaxCells>50000</MaxCells>
                                        o fE
                              rty
                <MaxVisibleRows>2500</MaxVisibleRows>


                           pe
           <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->


                        ro
           <DefaultRowsDisplayedInDelivery>75</DefaultRowsDisplayedInDelivery>

                     P
           <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->
           <DefaultRowsDisplayedInDownload>1500000</DefaultRowsDisplayedInDownload>
           <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->
           <DisableAutoPreview>false</DisableAutoPreview>
           </Pivot>




39
Tuning Considerations

     WLS Essbase configurations.




                                                    z al
                                                  an
                                                rR
                                           w ate
                                       d ge
                                   o fE
                            rty
                      ro pe
                    P




40
Tuning Considerations

MDX Queries


                                            z al
                                          an
                                        rR
                                   w ate
                               d ge
                           o fE
                     rty
               ro pe
              P




41
Operations
 Session Information


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
             P




42
Operations

     Job Management


                                            z al
                                          an
                                        rR
                                   w ate
                               d ge
                           o fE
                     rty
               ro pe
              P




43
Operations

Cache Management


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
             P




44
Operations
Data Model Diagrams


                                           z al
                                         an
                                       rR
                                  w ate
                              d ge
                          o fE
                    rty
              ro pe
             P




45
EPM Integration

       – Data Integration
          • Fully Integrated
          • Only MDX Queries
                                                   al
                                                nz
       – Metadata Integration
          • Fully Integrated                Ra
                                        er
          • Ragged, Unbalanced, Flat,tTime, Aliases
       – Security Integration ge   wa
                             Ed
                          of
          • RPD Fully Integrated
          • SSO (With y
                      rt EPM) possible with third party
               ro  pe Integration
       – Presentation
             P
          • Dual Entry points
          • Does not share WLS instance
          • No Parameter passing.
          • No Object sharing

46
Mobile Access




     • Works out of the Box
                                                z al
                                            an
                                       te rR
                                     wa
     • VPN access from mobile biggest hurdle.
                                   e
                                  dg
     •                        fE
         No mobile design required
                           yo
         IPad (IPhone)p
                       ert No Android
     •
                  P ro only.




47
Recap

     – Repository Design
          • Accounts
          • Security
          • Time Dimension
     – Presentation Design
                                                              z al
          • Guided Data Navigation
                                                            an
                                                          rR
                                                     ate
          • Use Linking (Master / Detail, Action Links)
     – Security Considerations
                                                   w
          • Essbase vs. OBIEE
                                             d ge
     – Tuning Considerations
                                     o fE
                             rty
          • Caching

                        pe
          • Presentation settings
                     ro
     –
                   P
         EPM Integration
          • Data and Metadata complete.
          • Presentation Integration Soon.
     – Mobile Access
          • VPN




48
z al
                                 an
                               rR
                          w ate
                      d ge
                  o fE
            rty
      ro pe
     P



49

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Oracle Business Intelligence (OBIEE) from an Essbase Perspective

  • 1. Oracle Business Intelligence from an al Essbase Perspective a nz te rR e wa E dg March 20, 2013 y of ert P rop James Worthington Edgewater Ranzal
  • 2. About Edgewater Ranzal z al an r R Focus w ate Services d ge People fE 15 Years o 700+ clients rty Methodology pe 1000+ projects Pro Customers Partnership
  • 3. Our Services Dashboards & Scorecards, Profitability & Cost Mgmt, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Financial performance, Legal, Business z al Planning, Budgeting, Forecasting, an Segment & Mgmt Reporting, Financial Intelligence Workforce Planning, Capital Planning, rR Close Project Planning, Campaign Planning, HFM Optimization, Performance Lab ate Strategic Finance SOX Compliance Support Consolidation Planning w Installation, Upgrades, d ge Project/Program Mgmt, EPM fE Migration, System Project Road Maps, Application yo Infrastructure Management Reviews, Business Monitoring, Backup and rt Recovery, Disaster Requirements, Process pe Recovery, Load Testing, Change, Documentation ro Hardware Sizing Data Support Services Services P Data Integration, Financial Data Support Services - Project/Program Management, Data Warehousing, Master Training Mgmt, EPM Road Maps, Application Data Management, ETL Services, Reviews, Business Requirements, Performance Tuning, Automation Process Change, Documentation Dashboards/Scorecards, Profitability Cost Mgmt, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration
  • 4. Oracle Business Intelligence from an Essbase Perspective z al an rR – Repository Designate ew dg – Presentation Design fE yo – Security ert Considerations rop P – Tuning Considerations – EPM Integration – Operations – Mobile Access 4
  • 5. Ranzal Presenter James Worthington al a nz Over 15 years designing, building, and implementing information analytical systems to insure delivery of the right information R the right people at the ter to a right time for the right price. He provides complete end to end BI, Analytics, and EPM expertise, from analysis and ew service solution delivery. His strongdg advice, planning and oversight, to full E functional, financial, operational, and ofhealthcare, software, manufacturing, technical background includes startups and Fortune 500 companies, and rty apparel, and media. pe spans many verticals, including P ro 5
  • 6. OBIEE and Essbase OBIEE z al Oracle’s strategic enterprise BI Platform. an rR ate from (almost) all ew Access, model, and present data dg fE sources. t yo erand HFM). rop EPM (Essbase P Automatic metadata modeling. ‘Almost’ fully integrated. 6
  • 7. Repository Design Accounts – Flattened vs. Dimensional Dimension Flat z al an rR w ate d ge o fE rty ro pe P 7
  • 8. Repository Design Flattened Hierarchy Advantages: Advantages: z al an Display differing levels equally rR Control order, formatting, etc. individually Drill Down te aDynamic w Disadvantages: d ge fE No Drill Down on Accounts (Measures) o rty ASO could be thousands Disadvantages: pe Re-Import and Re-Flatten for new Accounts P ro Difficult to present multiple levels Formatting control by CASE statements 8
  • 9. Repository Design Accounts – Flattened vs. Dimensional You can have both! z al an rR w ate d ge o fE rty ro pe P 9
  • 10. Repository Design Time Dimension z al an rR w ate d ge o fE rty ro pe P 10
  • 11. Repository Design Essbase Federation z al an rR w ate d ge o fE rty ro pe P 11
  • 12. Repository Design Essbase Federation z al an rR w ate d ge o fE rty ro pe P 12
  • 13. Repository Design Relational Drill Down z al an rR w ate d ge o fE rty ro pe P 13
  • 14. Repository Design Essbase Substitution Variables z al an rR w ate d ge o fE rty ro pe P 14
  • 15. Repository Design Automation and Life Cycle Management WLST Command or scripting utility z al an rR w ate d ge o fE rty ro pe P wls:/offline> connect('weblogic','weblogic','t3://localhost:8001') Connecting to weblogic server instance running at t3://localhost:8001 as username weblogic... 15
  • 16. Repository Design Automation and Life Cycle Management MUDE Multi user Development Environment z al an rR w ate d ge o fE rty ro pe P 16
  • 17. Repository Design Automation and Life Cycle Management MUDE Multi user Development Environment z al an rR w ate d ge o fE rty ro pe P 17
  • 18. Repository Design Automation and Life Cycle Management MUDE Multi user Development Environment z al an rR w ate d ge o fE rty ro pe P 18
  • 19. Presentation Design Guided Information Delivery Methodology z al an Screen size rR ate Result set size w Query complexity d ge o fE rty Caching reuse ro pe P Dynamic data access Intuitively lead users to data Browser performance 19
  • 20. Presentation Design Dashboards / Analyses / Prompts z al an rR w ate d ge o fE rty ro pe P 20
  • 21. Presentation Design Dashboards / Analyses / Prompts z al an rR w ate d ge o fE rty ro pe P 21
  • 22. Presentation Design Dashboards / Analyses / Prompts z al an rR w ate d ge o fE rty ro pe P 22
  • 23. Presentation Design Master / Detail Links z al an rR w ate d ge o fE rty ro pe P 23
  • 24. Data Visualization Multiple Visual Experiences for Decision Making al • Spreadsheets • Traffic Lighting z • Exceptions an rR • Line w ate • Bar d ge fE • Pie, etc o rty • Geographical ro pe • Organizational • Strategy P 24
  • 25. Presentation Design Visualizations z al an rR w ate d ge o fE rty ro pe P 25
  • 26. Presentation Design Visualizations z al an rR w ate d ge o fE rty ro pe P 26
  • 27. Presentation Design Action Links z al an rR w ate d ge o fE rty ro pe P 27
  • 28. Presentation Design BI Publisher z al an rR w ate d ge o fE rty ro pe P 28
  • 29. Presentation Design • BI Publisher z al an rR w ate d ge o fE rty ro pe P 29
  • 30. Presentation Design BI Publisher z al an rR w ate d ge o fE rty ro pe P 30
  • 31. Security Considerations WLS/LDAP/HSS/ERP Integration z al an rR w ate d ge o fE rty ro pe P 31
  • 32. Security Considerations LDAP Security Provider z al an rR w ate d ge o fE rty ro pe P 32
  • 33. Security Considerations • Object Security z al an rR w ate d ge o fE rty ro pe P 33
  • 34. Security Considerations • Data / Metadata Security z al an rR w ate d ge o fE rty ro pe P 34
  • 35. Security Considerations Essbase Token Pass-Through z al • an SSO using CSS Token rR ate • Insure Patch levels • w Update epmsys_registry.bat • ge Update Classpath d o fE • Copy reg.properties rty • Update and execute runRegSyncUtil.bat pe • Add a few EXTRA_JAVA_PROPERTIES Pro (setEnv.cmd) • Add virtualize property to WLS provider 35
  • 36. Security Considerations • Direct Cube Access (SmartView) z al an • Planning rR w ate d ge fE • Performance (Caching) rt yo ro pe and Configuration • Installation P • OBIEE Objects • Groups and Group Management 36
  • 37. Tuning Considerations Caching z al an rR w ate d ge o fE rty ro pe P 37
  • 38. Tuning Considerations Query limiting z al an rR w ate d ge o fE rty ro pe P 38
  • 39. Tuning Considerations WLS Essbase configurations. Instanceconfig.xml z al an rR <Cube> ate <CubeMaxRecords>20000</CubeMaxRecords> <CubeMaxPopulatedCells>150000</CubeMaxPopulatedCells> w ge </Cube> <Pivot> d <MaxCells>50000</MaxCells> o fE rty <MaxVisibleRows>2500</MaxVisibleRows> pe <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control--> ro <DefaultRowsDisplayedInDelivery>75</DefaultRowsDisplayedInDelivery> P <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control--> <DefaultRowsDisplayedInDownload>1500000</DefaultRowsDisplayedInDownload> <!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control--> <DisableAutoPreview>false</DisableAutoPreview> </Pivot> 39
  • 40. Tuning Considerations WLS Essbase configurations. z al an rR w ate d ge o fE rty ro pe P 40
  • 41. Tuning Considerations MDX Queries z al an rR w ate d ge o fE rty ro pe P 41
  • 42. Operations Session Information z al an rR w ate d ge o fE rty ro pe P 42
  • 43. Operations Job Management z al an rR w ate d ge o fE rty ro pe P 43
  • 44. Operations Cache Management z al an rR w ate d ge o fE rty ro pe P 44
  • 45. Operations Data Model Diagrams z al an rR w ate d ge o fE rty ro pe P 45
  • 46. EPM Integration – Data Integration • Fully Integrated • Only MDX Queries al nz – Metadata Integration • Fully Integrated Ra er • Ragged, Unbalanced, Flat,tTime, Aliases – Security Integration ge wa Ed of • RPD Fully Integrated • SSO (With y rt EPM) possible with third party ro pe Integration – Presentation P • Dual Entry points • Does not share WLS instance • No Parameter passing. • No Object sharing 46
  • 47. Mobile Access • Works out of the Box z al an te rR wa • VPN access from mobile biggest hurdle. e dg • fE No mobile design required yo IPad (IPhone)p ert No Android • P ro only. 47
  • 48. Recap – Repository Design • Accounts • Security • Time Dimension – Presentation Design z al • Guided Data Navigation an rR ate • Use Linking (Master / Detail, Action Links) – Security Considerations w • Essbase vs. OBIEE d ge – Tuning Considerations o fE rty • Caching pe • Presentation settings ro – P EPM Integration • Data and Metadata complete. • Presentation Integration Soon. – Mobile Access • VPN 48
  • 49. z al an rR w ate d ge o fE rty ro pe P 49