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Empowering Business Users: OBIEE 12c Visual Analyzer and Data Mashup

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This presentation shows how to work with the new OBIEE 12c front-end features: Visual Analyzer, BI Ask and Data Mashup

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Empowering Business Users: OBIEE 12c Visual Analyzer and Data Mashup

  1. 1. Empowering  Business  Users:     OBIEE  12c  Visual  Analyzer  &     Data  Mashup Edelweiss  Kammermann UKOUG  Annual  Conference    -­‐  Birmingham-­‐    December  2015
  2. 2. Edelweiss  Kammermann • Computer  engineer,  BI  and  Data  Integration  specialist  with  over  18  years  of  consulting  and  project   management  experience  in  Oracle  technology.   • Co-­‐founder  and  Vice  President  of    Uruguayan  Oracle  User  Group  (UYOUG)     • Business  Intelligence  articles  published  on  OTN  site   • Frequent  speaker  at  international  conferences  as  Collaborate,  OTN  Tour  LA,    UKOUG  Annual   Conference,  OOW  and  Rittman  Mead  BI  Forum   • Oracle  ACE   email:  edelweisskf09@gmail.com       TwiZer:  @EdelweissK
  3. 3. Uruguay
  4. 4. Agenda • New  OBIEE  12c  Front-­‐End  Features     • Visual  Analyzer   • BI  Ask   • Data  Mashups    
  5. 5. Visual  Analyzer • Visual  Analyzer  is  a  very  intuitive  and  interactive  web-­‐based  tool  to  explore  and  analyse  your  data   • Part  of  the  new  front-­‐end  features  of  OBIEE  12c  along  with  Data  Mashups   • It  was  available  first  in  the  Oracle  BI  Cloud  Service  (OBICS)   • Self-­‐service  oriented    
  6. 6. Visual  Analyzer • Visual  Analyzer  allows  you  to  create  different  analyses  or  reports  in  the  same  place  (like  a   combination  of  Answers  and  Dashboards)   • Just  dragging  and  dropping  the  columns  (or  double-­‐click  them)  from  the  Data  Elements  Panel   • Offers  interactive  visualisations   • Showing  the  results  immediately     in  the  same  page   • A  complement  to  Answers  and   Dashboards  for  data  exploration  and   discovery  patterns  
  7. 7. Creating  Analyses  with  OBIEE  Step  1:  Define  Criteria • To  create  an  Analysis  in  OBIEE  we  first  define  the  Criteria   • Select  the  Subject  Area   • Select  the  required  columns   • Create  filters,  calculated  columns,  etc.    
  8. 8. Creating  Analyses  with  OBIEE  Step  2:  See  the  Results • Then,  see  the  data  in  the  Result  tab   • Add  data  visualisations    
  9. 9. Define  the  Content  and  See  the  Results  in  Visual  Analyzer • In  Visual  Analyzer  you  define  the  content  and  see  the  results  immediately  in  the  same  place.    
  10. 10. Visual  Analyzer  Login • Visual  Analyzer  can  be  called  from  the  OBIEE  12c  Home  Page  or  from  the  Visual  Analyzer  URL.    
  11. 11. Visual  Analyzer  Projects • Visual  Analyzer  (VA)  Projects  are  composed  of  one   or  more  Visualizations   • Each  visualization  can  have   • Different  Content   • Different  Visualization  type  (Graph,  Table,   Scatter,  Map,  etc.)   • The  first  time  that  you  drag  columns  onto  the   empty  canvas,  a  visualization  is  automatically   created.  
  12. 12. Creating  VA  Projects  Step  1:  Select  the  Source • To  start  creating  VA  Projects  we  need   first  to  select  the  source.   • The  source  for  a  VA  Project  could  be:   • A  Subject  Area  (from  the  RPD  -­‐   Common  Enterprise  Model   Information)   • A  Data  File  (Excel  file)  already   uploaded   • A  new  Excel  File  to  upload  
  13. 13. Creating  VA  Projects  Step  2:  Select  Content • To  select  content  you  can  either:   • Double-­‐click  on  the  columns  from  the  Data  Elements  panel   • Drag-­‐and-­‐drop  the  columns   - Ctrl-­‐click  can  be  used  to  select  many  columns    
  14. 14. Creating  VA  Projects  Step  3:  Setting  Visualization  Type • Visual  Analyzer  will  choose  the  best   visualisation  type  depending  on  the   selected  data   • This  visualisation  type  can  be  changed.    
  15. 15. Adding  More  Visualizations • More  Visualizations  can  be  added  In  VA  to  show  the  same  or  different  data  like  a  Dashboard   • Create  a  New  Visualization  from  the  VA  Toolbar  and  select  the  content  for  it   • Duplicate  an  existing  one  using  Copy/Paste  Visualization  options  in  the  Visualization  Menu    
  16. 16. Rearranging  the  Visualizations  in  a  VA  Project • Visualizations  can  be  rearranged  just   dragging  and  dropping  on  the  VA  canvas   • Can  be  also  resized     • Visualization  properties  allows  to   • Modify  the  visualisation  titles,  axis  titles   in  case  of  graphs,  etc.   • Change  the  default  aggregation  for   measures    
  17. 17. Filtering  the  Data  in  Visual  Analyzer • The  data  can  be  filtered  either:   • explicitly  selecting  one  or  more  columns  and  creating  the  conditions  in  the  Filter  area   • selecting  data  in  a  visualisation  and  use  the  Keep  Selection  option    
  18. 18. Filtering  the  Data  in  Visual  Analyzer • By  default  the  filters  apply  to  all  the  visualizations  in  the  project   • To  change  this,  uncheck  the  option  Synchronize  Visualizations  in  the  VA  Project  Properties    
  19. 19. Creating  Calculations • Calculations  can  be  added  in  Visual  Analyzer   • Wide  variety  of  Functions  with  detailed  help  as  in  BI  Answers   • Columns  can  be  added  double-­‐clicking  on  them  in  the  Data  Elements  Panel    
  20. 20. Important  differences  between  VA  and  Answers • Some  of  the  most  complex  features  that  are  present  in  Answers  are  not  allowed  In  VA:   • VA  cannot  work  with  Hierarchy  columns  or  groups   • The  calculated  measures  that  we  created  in  Answers  and  save  in  the  catalog  cannot  be   referenced  in  VA.   • VA  Projects  cannot  be  included  in  Dashboards    
  21. 21. BI  Ask • A  search  based  infrastructure  that  comes  with  Visual  Analyzer   • BI  Ask  allows  creation  of  content  based  on  text  interaction   • Based  on  Lucene  search  technology  (http://lucene.apache.org)   • In  Android  and  iOS  mobiles  the  user  can  literally  talk  the  keywords  to  get  specific  results  (i.e   Revenue  by  product)    
  22. 22. Creating  Content  with  BI  Ask • Enter  the  keyword  for  the  columns  that  you  want  to  include  in  the  visualization   • For  example  start  searching  for  the  name  of  a  measure   • Then  add  dimension  column  names   • You  can  also  enter  the  name  of  the  visualization  type  as  Graph,  Table,  etc.    
  23. 23. Save  the  Visualization  Created  with  BI  Ask • The  visualization  created  by  BI  Ask  can  be  opened  in  Visual  Analyzer  in  order  to     • Perform  more  detailed  configurations   • Save  it  to  the  catalog  as  a  VA  Project    
  24. 24. Data  Mashups • More  sources  can  be  added  in  a  VA  Project  with   some  restrictions:   • These  sources  should  be  connected   • Only  one  of  these  sources  could  be  a  Subject   Area   • Data  Mashup  is  the  process  to  connect  or  relate   two  or  more  sources  in  OBIEE  12c   • Gives  flexibility  to  the  business  users  to  merge   their  own  data  with  the  RPD  Subject  Area.   • Available  in  Visual  Analyzer  a  well  as  in  Answers    
  25. 25. Data  Mashups  Step  1:  Adding  New  Data  Source • Press  the  Add  Data  Source  link  located  at  the  bottom  of  the  Data  Elements  Panel   • Select  existent  data  file  or  upload  a  new  one    
  26. 26. Data  Mashups  Step  2:  Create  the  Matching  Criteria • Once  you  selected  the  Excel  file  to  upload,OBIEE  12c  will  try  to  match  the  columns  from  the  Excel   file  with  the  columns  from  the  Subject  Area  that  have  the  same  name.   • This  can  be  manually  changed.   • A  file  column  can  be  a  match,  an  attribute  or  a  measure      
  27. 27. Data  Mashups  Step  3:  Set  the  Purpose  of  the  File  Data • The  purpose  of  this  new  File  Data  could  be   either:   • To  Add  Facts  adding  new  measures   • To  Extend  a  Dimension,  adding  new  attributes   to  an  existing  dimension    
  28. 28. Data  Mashups  Step  4:  Use  Both  Data  Sources • Visualizations  can  be  created  using   columns  from  both  Data  Sources  added   in  the  VA  Project    
  29. 29. Sharing  and  Security  in  Visual  Analyzer • A  Visual  Analyzer  project  can  be  shared  and  as  any  other  object  in  the  Web  Catalog   • When  a  VA  Project  that  contains  a  excel  file  as  a  source  is  shared  with  traverse  or  modify   permissions:   • The  excel  file  is  also  shared  and  can  be  available  for  used  in  a  new  VA  project.    
  30. 30. Manage  External  Data  Sources • A  external  data  source  (excel  file)  can  be     • Removed  from  a  specific  project   • Deleted  from  the  storage   • Downloaded  to  a  local  folder   • Reloaded  to  update  the  data
  31. 31. Conclusions • Visual  Analyzer  is  a  very  intuitive  and  interactive  web-­‐based  tool  for   • self-­‐service  reporting   • data  exploration   • data  discovery   • A  complement  to  Answers/Dashboards  oriented  to  Business  User  for  quick  and  easy  data   analysis     • More  flexibility  with  Data  Mashups  and  BI  Ask     • Data  Mashup  allows  Business  users  to  merge  their  own  data  with  the  corporate  data  (Subject   Areas)   • BI  Ask  creates  content  based  on  keywords    
  32. 32. Further  Information • OBIEE  12c  download  page  in  OTN   • http://www.oracle.com/technetwork/middleware/bi-­‐enterprise-­‐edition/downloads/business-­‐ intelligence-­‐2717951.html   • ORACLE  BI  TECHDEMO  Youtube  Channel   • https://www.youtube.com/channel/UCXpjKAy010SDUXmAA67DILg   • Graph  Selection  Matrix  by  Stephen  Few   • http://www.perceptualedge.com/articles/misc/Graph_Selection_Matrix.pdf  
  33. 33. Q  &  A
  34. 34. Thanks  for  attending! email:  edelweisskf09@gmail.com   TwiZer:  @EdelweissK

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