2. APPROACH TO BI APPLICATIONS
Pre-Build Applications to reduce complexity and TCO for our
customers
Extend Applications with Best in Class Technology
Integrate BI Applications with ERP and CRM
edubodhi
3. 3
PRE-BUILT BI APPLICATIONS FROM
ORACLE REDUCE COMPLEXITY
DELIVER BETTER INSIGHT TO CUSTOMERS’ MULTI-APPLICATION
ENVIRONMENTS
DASHBOARDS
• “Visible”
“PLUMBING”
• “Under the Surface”
• Mappings to multiple applications
and data transformation all take
expertise and time
edubodhi
4. 4
ORACLE’S PRODUCT STRATEGY
▪ Integrated Business Intelligence Database
▪ Business Intelligence & Data Mining Functions Integrated in
Database
▪ Integrated Business Intelligence Tools
▪ Best-of-Breed, Next Generation Business Intelligence Technology
Platform
▪ Integrated Analytic Applications
▪ Enterprise Wide, Industry Specific Analytic and Corporate
Performance Management Applications
Exploits Any Information Technology Environment
edubodhi
5. 5
To:From:
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time, predictive dataHistorical data
Unified infrastructure and prebuilt
analytic solutions
Analytic tools
Insight-driven business process
optimization
Reporting results
Unified, enterprise viewFragmented view
Enterprise Performance
Management System
Planning silos with
limited BI
edubodhi
6. ANALYTIC APPLICATIONS FAMILIES
ALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational
& Analytic Sources
Oracle BI Suite EE
Ad-hoc
Analysis
Proactive
Detection
and Alerts
MS Office
Plug-in
Reporting &
Publishing
Interactive
Dashboards
Disconnected
Analytics
Web
Services
Fusion Intelligence for
EBS
Fusion Intelligence for
PeopleSoft Enterprise Oracle BI Applications
Enhancement/Extension of
DBI
Extension of EPM,
Replacement for
BO,Cognos,MSTR
Single source, Multi-source
For EBS, PSFT, SEBL, SAP, Other
New New
New
Version
edubodhi
7. ORACLE BI SUITE ENTERPRISE EDITION
UNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc
Analysis
Proactive
Detection
and Alerts
MS Office
Plug-in
Reporting &
Publishing
Interactive
Dashboards
Disconnected
Analytics
Oracle
BI Server
OLTP & ODS
Systems
Data Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
Web
Services
edubodhi
8. ORACLE BI APPLICATIONS
SINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc
Analysis
Proactive
Detection
and Alerts
MS Office
Plug-in
Reporting &
Publishing
Interactive
Dashboards
Disconnected
Analytics
Web
Services
Oracle BI Applications
Sales
Service &
Contact
Center
Marketing
Order
Management
& Fulfillment
Supply
Chain
Financials
Human
Resources
Packaged
ETL Maps
Universal
Adapters
IVR, ACD, CTI
Hyperion
MS Excel
Other Data Sources
BAW Schema
edubodhi
9. 9
ORACLE BI APPLICATIONS
MULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travel
& Trans
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Other Operational
& Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
Sales
Service &
Contact
Center
Marketing
Order
Management
& Fulfillment
Supply Chain Financials
Human
Resources
Pipeline
Analysis
Triangulated
Forecasting
Sales Team
Effectiveness
Up-sell /
Cross-sell
Cycle Time
Analysis
Lead
Conversion
Employee
Productivity
Compensation
Analysis
HR Compliance
Reporting
Workforce
Profile
Turnover
Trends
Return on
Human Capital
A/R & A/P
Analysis
GL / Balance
Sheet Analysis
Customer
& Product
Profitability
P&L Analysis
Expense
Management
Cash Flow
Analysis
Supplier
Performance
Spend
Analysis
Procurement
Cycle Times
Inventory
Availability
Employee
Expenses
BOM Analysis
Order
Linearity
Orders
vs. Available
Inventory
Cycle Time
Analysis
Backlog
Analysis
Fulfillment
Status
Customer
Receivables
Campaign
Scorecard
Response
Rates
Product
Propensity
Loyalty and
Attrition
Market Basket
Analysis
Campaign ROI
Churn
Propensity
Customer
Satisfaction
Resolution
Rates
Service Rep
Effectiveness
Service Cost
Analysis
Service
Trends
edubodhi
10. 10
ORACLE BI APPLICATIONS
MULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travel
& Trans
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Other Operational
& Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
Sales Marketing
Order
Management
& Fulfillment
Supply Chain
Human
Resources
Pipeline
Analysis
Triangulated
Forecasting
Sales Team
Effectiveness
Up-sell /
Cross-sell
Cycle Time
Analysis
Lead
Conversion
Employee
Productivity
Compensation
Analysis
HR Compliance
Reporting
Workforce
Profile
Turnover
Trends
Return on
Human Capital
Supplier
Performance
Spend
Analysis
Procurement
Cycle Times
Inventory
Availability
Employee
Expenses
BOM Analysis
Order
Linearity
Orders
vs. Available
Inventory
Cycle Time
Analysis
Backlog
Analysis
Fulfillment
Status
Customer
Receivables
Campaign
Scorecard
Response
Rates
Product
Propensity
Loyalty and
Attrition
Market Basket
Analysis
Campaign ROI
Service &
Contact
Center
Churn
Propensity
Customer
Satisfaction
Resolution
Rates
Service Rep
Effectiveness
Service Cost
Analysis
Service
Trends
Financials
A/R & A/P
Analysis
GL / Balance
Sheet Analysis
Customer
& Product
Profitability
P&L Analysis
Expense
Management
Cash Flow
Analysis
edubodhi
11. 11
Pre-mapped metadata, including embedded best
practice calculations and metrics for Financial,
Executives and other Business Users.
Presentation Layer
Logical Business
Model
Physical Sources
3
Pre-built ETL to extract data from over 3,000
operational tables and load it into the DW,
sourced from SAP, PSFT, Oracle EBS and other
sources.
2 A “best practice” library of over 360 pre-built
metrics, 30 Intelligent Dashboards, 200+ Reports
and several alerts for CFO, Finance Controller,
Financial Analyst, AR/AP Managers and
Executives
4
Pre-built warehouse with 16 star-schemas
designed for analysis and reporting on Financial
Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS
edubodhi
12. 12
Role Based Dashboards
Analytic Workflow
Guided Navigation
Security / Visibility
Alerts & Proactive Delivery
Logical to Physical Abstraction Layer
Calculations and Metrics Definition
Visibility & Personalization
Dynamic SQL Generation
Highly Parallel
Multistage and Customizable
Deployment Modularity
Abstracted Data Model
Conformed Dimensions
Heterogeneous Database support
Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
edubodhi
13. 13
ORACLE BI APPS: SELECTED KEY ENTITIES
UNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer
Products
Suppliers
Cost Centers
Profit Centers
Internal Organizations
Customer Locations
Customer Contacts
GL Accounts
Employee
Sales Reps
Service Reps
Partners
Campaign
Offers
Sales
Opportunities
Quotes
Pipeline
Order Management
Sales Order Lines
Sales Schedule Lines
Bookings
Pick Lines
Billings
Backlogs
Marketing
Campaigns
Responses
Marketing Costs
Supply Chain
Purchase Order Lines
Purchase Requisition Lines
Purchase Order Receipts
Inventory Balance
Inventory Transactions
Finance
Receivables
Payables
General Ledger
COGS
Call Center
ACD Events
Rep Activities
Contact-Rep Snapshot
Targets and Benchmark
IVR Navigation History
Service
Service Requests
Activities
Agreements
Workforce
Compensation
Employee Profile
Employee Events
Pharma
Prescriptions
Syndicated Market Data
Financials
Financial Assets
Insurance Claims
Public Sector
Benefits
Cases
Incidents
Leads
Modular DW Data Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
edubodhi
14. 14
EXAMPLE: ANALYTIC WORKFLOWS
Business
Objectives /
Issues
Gain
Insights
Take Action
Target collection efforts to
reduce overdue balances
Drill to
Overdue Invoice Detail
Who are the Customers
and Collectors?
How long is the
underlying Overdue
Balance pending?
Is Overdue Balances
trending up?
Is DSO on target?
Maximize Cash Flow
Drill to
Due Balances by Region
What is the aging of
Due Balances?
Are Payment Terms
in compliance?
Is DPO on target?
Business Function: Receivables
Role:
Director, Credits & Collections
Objectives:
1) Maximize Cash Flow
2) Control Risk of Receivables
Portfolio
edubodhi
15. 15
EXAMPLE: ANALYTIC WORKFLOWSBusiness
Objectives /
Issues
Gain
Insights
Take Action
Target collection efforts to
reduce overdue balances
Drill to
Overdue Invoice Detail
Who are the Customers?
How long is the
underlying Overdue
Balance pending?
Is Overdue Balances
trending up?
Is DSO on target?
Maximize Cash Flow
edubodhi
16. 16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17. 17
Verify Supplier
Payable Status
PCS COMPUTING: ANALYTICS IN ACTION
Identify Problem
w/ Revenue
1
Locate
Substitute
Product
Source
Additional Parts
43
Execute
Multichannel
Sales Campaign
Problem with
Invoice &
Backlog
2 10
Sales
Finance
Marketing
Contact
Center
Supply
Chain
5
Identify
Overstocked
Laptops
6
Create
Campaign for
Overstock
7
Ensure
Campaign
Readiness
8
Monitor Contact
Center
Performance
11
Address Agent
Retention issue
9
Workforce
edubodhi
18. 18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
Contact
Center
Supply
Chain
Workforce
edubodhi
19. 19
Build from Scratch
with Traditional BI Tools
Oracle BI Applications
Prebuilt Business Adapters for Oracle,
PeopleSoft, Siebel, SAP, others
Prebuilt DW design, adapts to your EDW
Role-based dashboards and thousands of
pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end
ETL and
Mapping
DW Design
Define Metrics
& Dashboards
Back-end
ETL and
Mapping
DW Design
Define Metrics
& Dashboards
Training / Roll-out
Training / Rollout
Months or Years
Oracle BI Applications
solutions approach:
• Faster time to value
• Lower TCO
• Assured business value
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCO
edubodhi
20. 20
Deployed to 800 users in under 90 days
Analytics for sales-oriented contact center
Live in 120 days
Sales Analytics
4 months from decision to live for 1,200 users
Pharma Analytics
Live in 100 days, 6,500 users
Sales and Marketing Analytics
“I can vouch that it can be deployed as rapidly as
they claim...It is a product that really delivers.”
Deployed to 3,000+ users in 3 months
Sales Analytics
WHAT CUSTOMERS ARE ACHIEVING
WITH ORACLE BI APPLICATIONS
edubodhi
21. 21
TIGHT INTEGRATION WITH APPLICATIONS
SHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security Integration
FND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSO
Siebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI Apps
Hot-Pluggable Security
Pre-built security roles in BI Applications
Users/roles synchronized with selected security environment
edubodhi
22. 22
TIGHT INTEGRATION WITH APPLICATIONS
ACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links
Direct navigation from analytical report to transactional detail
while maintaining context
Take action immediately without navigating to a different screen
Oracle EBS Integration
Siebel CRM Integration
edubodhi
23. 23
ANALYTIC WORKFLOWS
DIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation
▪ Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
▪ Enhances usability and lowers learning curve for new users
Conditional Navigation
• Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attention
• Guides users to next logical step of analytical discovery
edubodhi
24. 24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)
STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL
Administrator
“ETL orchestration tool”
Application Configuration
Execution & Recovery
Monitoring
Allows:
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
26. Role Based Dashboards
Analytic Workflow
Guided Navigation
Security / Visibility
Alerts & Proactive Delivery
Logical to Physical Abstraction Layer
Calculations and Metrics Definition
Visibility & Personalization
Dynamic SQL Generation
Highly Parallel
Multistage and Customizable
Deployment Modularity
Abstracted Data Model
Conformed Dimensions
Heterogeneous Database support
Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
edubodhi
27. ETL OVERVIEW
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
▪ Three approaches to accessing / loading source
data
▪ Batch ETL (Full or Incremental)
▪ Micro ETL or Trickle Feed ETL
▪ Direct access to source data from Oracle BI Server
▪ ETL Layered architecture for extract, universal
staging and load
▪ Provides isolation, modularity and extensibility
▪ Ability to support source systems version changes
quickly
▪ Ability to extend with additional adapters
▪ Slowly changing dimensions support
▪ Architected for performance
▪ All mappings architected with incremental
extractions
▪ Highly optimized and concurrent loads
▪ Bulk Loader enabled for all databases
▪ Data Warehouse Administration Console (DAC)
▪ Application Administration, Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction Process
DAC
edubodhi
28. Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction Process
DAC
ETL OVERVIEW
LoadExtract
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
Other
Siebel
OLTP
Oracle
Power
Connect
Power
Connect
SQL
SQL
SQL
SQLAppLayer
ABAPAppLayer
Business Analytics
Warehouse
edubodhi
29. DATA EXTRACTION AND LOAD PROCESS
LoadExtract
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
Other
Siebel
OLTP
Oracle
Power
Connect
Power
Connect
SQL
SQL
SQL
SQLAppLayer
ABAPAppLayer
Business Analytics
WarehouseExtract
Source-specific and Universal
Business Adapters
Expose simplified business
entities from complex source
systems
Converts source-specific data to
universal staging table format
Lightweight and designed for
performance, parallelism
Extensible
edubodhi
30. LoadExtract
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
Other
Siebel
OLTP
Oracle
Power
Connect
Power
Connect
SQL
SQL
SQL
SQLAppLayer
ABAPAppLayer
Oracle Data
Warehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes
Direct Database Access
Oracle EBS
Siebel CRM
PowerConnect technology
SAP R/3
PeopleSoft Enterprise
Universal Business Adapters
Used for sources with no pre-
packaged business adapter
Transforms and loads data from
universal sources through a flat file
interface
Supply flat file(s) or tables meeting
a defined standard format
Reduces implementation and
maintenance significantly
compared to building full ETL
solution from scratch
edubodhi
31. LoadExtract
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
Other
Siebel
OLTP
Oracle
Power
Connect
Power
Connect
SQL
SQL
SQL
SQLAppLayer
ABAPAppLayer
Oracle Data
Warehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent Layer
Encapsulates warehouse load logic
Handles:
Slowly changing dimensions
Key lookup resolution / surrogate
key generation
Insert/update strategies
Currency conversion
Data consolidation
Uses Bulk Loaders on all db
platforms
edubodhi
32. Oracle EBS Source
Table
Source Qualifier Expression
Transformation
Mapplet output to
Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE –
PRODUCTS DIMENSION
edubodhi
33. Business Component
Mapplet for Oracle EBS
Product Master
Source Adapter Mapplet Temporary Staging
Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE –
PRODUCTS DIMENSION
edubodhi
46. INCREMENTAL EXTRACTION AND LOAD
▪ A variety of strategies used to optimize incremental extracts and loads
▪ Overall Philosophy – Extract incrementally if possible, else load incrementally
▪ Siebel Source
▪ Use a combination of a date window and rowid comparisons
▪ Oracle
▪ Use a date window and last update date for extraction
▪ Also use dates/record images to control updates on target
▪ SAP
▪ Use a date window and last update date for extraction
▪ Also use dates/record images to control updates on target
▪ Certain dimensions are fully extracted and but updates on target are
controlled
▪ PeopleSoft
▪ Use a date window and last update dates for extraction wherever possible
edubodhi
48. PHYSICAL DATA MODEL OVERVIEW
▪ Modular enterprise-wide data warehouse
data model with conformed dimensions
▪ Sales, Service, Marketing, Distribution,
Finance, Workforce, Operations and
Procurement
▪ Integrate data from multiple data sources
▪ Code Standardization
▪ Real-time ready
▪ Transaction data stored in most granular
fashion
▪ Tracks historical changes
▪ Supports multi-currency, multi-languages
▪ Implemented and optimized for Oracle, SQL
Server, IBM UDB/390, Teradata
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
Data Warehouse /
Data Model
edubodhi
49. Features:
• Conformed dimensions
• Transaction data stored in most
granular fashion
• Tracks full history of changes
• Prebuilt and extensible
• Built for speed
Benefits:
• Enterprise-wide business analysis
(across entire value chain)
• Access summary metrics or drill to
lowest level of detail
• Accurate historical representations
Service
Customers
Sales
Marketing
Distribution
Finance
HR/Workforce
Operations
Procurement
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODEL
edubodhi
50. ORACLE BI APPS: SELECTED KEY ENTITIES
UNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer
Products
Suppliers
Cost Centers
Profit Centers
Internal Organizations
Customer Locations
Customer Contacts
GL Accounts
Employee
Sales Reps
Service Reps
Partners
Campaign
Offers
Employee Position
Hierarchy
Users
Sales
Opportunities
Quotes
Pipeline
Order Management
Sales Order Lines
Sales Schedule Lines
Bookings
Pick Lines
Billings
Backlogs
Marketing
Campaigns
Responses
Marketing Costs
Supply Chain
Purchase Order Lines
Purchase Requisition Lines
Purchase Order Receipts
Inventory Balance
Inventory Transactions
Finance
Receivables
Payables
General Ledger
COGS
Call Center
ACD Events
Rep Activities
Contact-Rep Snapshot
Targets and Benchmark
IVR Navigation History
Service
Service Requests
Activities
Agreements
Workforce
Compensation
Employee Profile
Employee Events
Pharma
Prescriptions
Syndicated Market Data
Financials
Financial Assets
Insurance Claims
Public Sector
Benefits
Cases
Incidents
Leads
Modular DW Data Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
edubodhi
51. TYPES OF FACT TABLES
▪ All base facts are based on single business function, e.g. Sales Order Lines, Sales Cycle Lines, etc.
▪ Types of Fact Tables
▪ Transactional Facts
▪ Mirror of transactional data from the source
▪ Lowest atomic grain of each transactional record
▪ E.g. Employee Events Fact, Order Lines Fact
▪ Snapshot Facts
▪ Snapshot of balances across time
▪ E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline
▪ Cycle Lines Facts
▪ Derived from multiple fact tables, typically store process cycle times
▪ E.g. Sales Order Cycle Lines, Purchase Cycle Lines
▪ State Transition Facts
▪ Required for specialized transition count metrics
▪ Customer State transitions (# New, # Inactive customers, etc)
▪ Aggregate Facts
▪ Performance enhancement on key metrics
▪ E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains)
edubodhi
52. BUSINESS PROCESS CONFORMANCE
▪ Native source specific transaction types are transformed and
appended to standardized warehouse codes
▪ Standardized warehouse codes are superset of all supported
sources
▪ Native source specific transaction types are retained for
source specific analysis
▪ E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit Memo types
edubodhi
53. BUSINESS PROCESS CONFORMANCE
EXAMPLE: ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse
Code
Oracle PSFT SAP
Invoice Invoice and Payment
Schedules
Invoice items AR documents with DR
document type
CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo
items
AR documents with DA
document type
Payments Cash Receipts etc. Payments/ Deposits AR documents with DA
document type and ‘A’ as
special indicator
Payment Applications Cash/CR Memo
applications/Adjustments
Payment Item Activities AR documents with DZ
document type
Other All other types of
transactions
BI/AR: All other types of
items
All other types of AR
documents
edubodhi
54. BUSINESS PROCESS CONFORMANCE
EXAMPLE: ACCOUNTS RECEIVABLE PROCESS
▪ All source transaction type code values are stored and appended with standardized warehouse
codes
▪ All higher layers in the architecture and metrics use same standardized warehouse codes
▪ Stored source transaction type code values enables integration back into each transactional
system
TYPE
CODE
TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
55. BUSINESS PROCESS CONFORMANCE
EXAMPLE: FLSA STATUS DERIVATION PROCESS
▪ All source FLSA Status code values are stored and appended with standardized warehouse codes
▪ All higher layers in the architecture and metrics use same standardized warehouse codes
▪ Stored source FLSA Status code values enables integration back into each transactional system
TYPE
CODE
TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
56. ENHANCED MULTI CURRENCY SUPPORT
▪ Support for multiple currencies
▪ 3 global, one local and transactional (enterprise only) exchange rates available
▪ Financials local amount is stored as a field and not as conversion rate
▪ Common currency conversion mechanism at ETL time
edubodhi
57. DATA INTEGRATION – MULTI SOURCE LOADS
▪ Segregation and Lineage captured in data model
▪ Source data keys, comprised of:
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no. Plant id
+
‘SAPJapan’‘MT27907b’ ‘NW3’
+
SAP ‘MATNR ~ MANDT’
Oracle EBS ‘item_id ~ organization_id
Example: Key_id for Products dimension
edubodhi
58. BUSINESS PROCESS OUTSOURCING SUPPORT
ORACLE BI APPS SUPPORTS TENANT CONCEPT
▪ Unique Enterprise Multi-Source data model
▪ Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several
sources
▪ Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted
source systems
▪ Enables a variety of deployment, data segregation / separation strategies within the same data
warehouse
End Customer Data Sources
BPO Customer 1 PSFT HR 8.8 North America instance
BPO Customer 1 PSFT HR 8.8 European instance
BPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
59. SERVER REPOSITORY OVERVIEW
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
▪ Multi-layered Abstraction
▪ Separation of physical, logical and presentation
layers
▪ Logical modeling builds upon complex physical
data structures
▪ Logical model independent of physical data
sources, i.e. same logical model can be
remapped quickly to another data source
▪ Metrics / KPIs
▪ Multi-pass complex calculated metrics (across
multiple fact tables)
▪ One Logical Fact can span several table sources
including aggregates and real-time partitions
▪ Aggregate navigation
▪ Federation of queries
▪ Prebuilt hierarchy drills and cross dimensional
drills
▪ Security and visibility
▪ Tight integration with Oracle EBS, Siebel CRM
and PeopleSoft Enterprise
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
edubodhi
60. METRICS AND CALCULATIONS
▪ The applications provide several complex metrics defined logically with
an expression builder
▪ Share base (e.g. % share of one product sales over all products sales)
▪ Indexes (e.g. this division’s performance as a ratio of all divisions)
▪ Cross subject area metrics (across Finance and HR, e.g. Revenue per
employee)
▪ Variances (e.g. Budget vs Actual)
Time series metrics
MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)
Period Ago Metrics (e.g. Revenue YAGO)
Snapshot at any point of time support (e.g. # Open Service Requests)
All of these are done logically
without adding data model/ ETL complexity
edubodhi
61. LOCALIZATION / GLOBALIZATION
▪ Dynamic Language Conversion (translation to 15 languages)
▪ Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch,
Finnish, French, German, Italian, Japanese, Korean, Portuguese
(European), Portuguese (Brazilian), Spanish, Swedish
▪ Codepage / Unicode support
▪ Dynamic Time Zone translations
▪ All timestamps are stored in warehouse stored as UTC
▪ Custom labeling and naming support / Flex Field Naming
▪ Column Names can be dynamically named
edubodhi
62. MULTIPLE CALENDAR SUPPORT
▪ Supports Gregorian and Fiscal hierarchies out of the box
▪ Configuration to support multiple fiscal hierarchies
depending on user profile
▪ Requires Initialization block to read user profile
▪ Dynamically use the appropriate calendar table
▪ CRM OnDemand implementation supports twelve fiscal
calendars
edubodhi
63. WEB CATALOG OVERVIEW
▪ Role based dashboards
▪ Covering more than 100 roles
▪ Navigation
▪ Most reports have at least one level of navigation
embedded
▪ Drill to details from many interactive elements, e.g.
chart segments
▪ Guided Navigation
▪ Conditional navigational links
▪ Analytic Workflows
▪ Action Links
▪ Direct navigation from record to transactional while
maintaining context
▪ Alerts
▪ Scheduled and Conditional iBots
▪ Highlighting
▪ Conditional highlighting that provides context on
metrics (is it good or bad?)
Administration
Metadata
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
edubodhi
64. ANALYTIC WORKFLOWS
DIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation
▪ Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
▪ Enhances usability and lowers learning curve for new users
Conditional Navigation
• Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attention
• Guides users to next logical step of analytical discovery
edubodhi
65. ANALYTIC WORKFLOWS – FINANCIAL ANALYTICS
Business
Objectives /
Issues
Gain
Insights
Take Action
Target collection efforts to
reduce overdue balances
Drill to
Overdue Invoice Detail
Who are the Customers
and Collectors?
How long is the
underlying Overdue
Balance pending?
Is Overdue Balances
trending up?
Is DSO on target?
Maximize Cash Flow
Drill to
Due Balances by Region
What is the aging of
Due Balances?
Are Payment Terms
in compliance?
Is DPO on target?
▪ Business Function:
Receivables
▪ Role:
Director, Credits & Collections
▪ Objectives:
1) Maximize Cash Flow
2) Control Risk of Receivables
Portfolio
edubodhi
66. ANALYTIC WORKFLOWS – FINANCIAL ANALYTICSBusiness
Objectives /
Issues
Gain
Insights
Take Action
Target collection efforts to
reduce overdue balances
Drill to
Overdue Invoice Detail
Who are the Customers?
How long is the
underlying Overdue
Balance pending?
Is Overdue Balances
trending up?
Is DSO on target?
Maximize Cash Flow
edubodhi
67. Web Catalog Upgrade
UI based tool to analyze and merge
reports/dashboards
Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade
Automated 3-way merge functionality
Original OOTB, Customer Modified, Current
OOTB
Preserves customer changes and incorporates
Oracle enhancements
DAC metadata
Diff tools to determine and reapply changes
ETL & Warehouse Upgrade
Customization Methodology isolates customer
changes
Diff tools to determine and reapply changes
DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
edubodhi
68. GENERAL PACKAGING & INTEGRATION POINTS
▪ Analytic applications support multiple
source systems and data types
▪ Oracle
▪ PeopleSoft
▪ Siebel
▪ SAP
▪ Out of the box Business Adapters that
support for Oracle, PeopleSoft, Siebel,
and SAP applications
▪ Universal Adapters to support other
source systems
▪ JD Edwards
▪ Legacy
▪ IVR, CTI, ACD
Administration
Metadata
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic Workflows
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
Direct
Access to
Source
Data
Data Warehouse /
Data Model
ETL
Load Process
Staging Area
Extraction Process
DAC
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
edubodhi
73. DEPLOYMENT OPTIONS
EMBEDDED DIRECTLY IN SIEBEL APPLICATIONS▪ Contextuallywithin a transactional view
▪ Also available with PeopleSoft, via creation of context sensitive portlet in a PIA page
edubodhi
74. DEPLOYMENT OPTIONS
EMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
▪ Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from
Financial system)
Cost To Serve is calculated from costs gathered from CTI systems,
Service Systems, etc.
edubodhi
77. TIGHT INTEGRATION WITH ORACLE APPLICATIONS
ACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
▪ Action Links
▪ Seamless navigation from analytical information to transactional
detail while maintaining context
▪ Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise
edubodhi
78. ACTION LINKS BETWEEN ANALYTICS
REPORTS AND SIEBEL CRM
▪ Direct navigation from record to transactional while maintaining context
▪ Java script in Siebel Analytics issues SWE command to navigate to given
view and query for ROW_ID of record in given applet
edubodhi
80. ACTION LINK CONFIGURATION FOR ORACLE
EBS
▪ Identify the Oracle E-Business Suite Application page/function that you want to link
to. Obtain the function_id of that page and identify the query string parameters
required by that page. This will have to be done by going through Oracle E-Business
Suite documentation
▪ Identify the Oracle E-Business Suite table that will support the parameters needed for
the Oracle E-Business Suite function (page) that you want to build an Action link to
and create this physical table in the Oracle E-Business Suite OLTP schema as an
opaque view
▪ Action Link is dynamically generated by calling the
FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function in the Oracle E-Business
Suite Database Schema
edubodhi
81. ACTION LINK CONFIGURATION FOR
PEOPLESOFT ENTERPRISE
▪ Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM. Add a forward slash to the beginning of the string. Make
sure that all the search key fields are on the string and their parameter
values are denoted as :1, :2 etc depending on the number of keys of
that component
▪ In the OBIEE Administration tool, create an Initialization Block and a
Session Variable that we will use to create the URL for the source
system. We need to create an Init Block. for each drill-down PIA page
▪ Create a new logical column and use as action link
edubodhi
82. FLEXFIELD AND VALUE SET INTEGRATION
▪ Key Flexfields
▪ Accounting Flexfield (GL#)
▪ Territory Flexfield (CT#)
▪ Item Categories (MCAT)
▪ Descriptive Flexfields
▪ Stored in data warehouse extension columns
▪ Value Set Hierarchy
▪ Extract hierarchical relationships of Value Sets
edubodhi
83. USER SECURITY
HOW DO I GET IN?
▪ Oracle BI EE Security Based Authentication
▪ Defines and stores user information in the RPD
▪ LDAP Authentication
▪ Stores information from the LDAP server in session variables
▪ External Table Authentication
▪ Maintains list of users in an external database
▪ Database Authentication
▪ Authenticates users through database logins
▪ Single Sign-On (SSO)
▪ Provides an open interface to enable web integration with SSO products
User
Security
edubodhi
84. Web
Browser
EXAMPLE: EXTERNAL TABLE AUTHENTICATION
WITH SIEBEL CRM APPLICATIONS
Oracle BI
user
User
Security
execute “Authentication”
Init Block
3
log in
1
2
authenticate username
and password
Siebel CRM
Application DB
Table S_USER
edubodhi
85. Web
Browser
EXAMPLE: SINGLE SIGN-ON WITH SIEBEL
CRM APPLICATIONS
Siebel CRM Oracle BI
user
User
Security
establish connection using
NQHOST parameter
integrate via symbolic
URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM
via Action Links
edubodhi
86. Web
Browser
EXAMPLE: SINGLE SIGN-ON WITH ORACLE
E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BI
user
User
Security
validate session via
the ICX cookie
establish connection with
Oracle EBS
navigate to
3
log in once
store ICX
session cookie
in browser
1
2
4
5
drill back to Oracle EBS
via Action Links
6
edubodhi
87. OBJECT SECURITY
WHAT PARTS OF THE APPLICATION CAN YOU SEE?
▪ Business Logic Object Security
Object
Security
Presentation Layer
Physical Layer
Semantic Object Layer
• Query Blocking
• Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to
Subject Areas, Tables and
Columns
Limits access to
Dashboards, Reports
and Web Folders
• Web Object Security
edubodhi
88. OBJECT SECURITY FOR SIEBEL, EBS
AND PEOPLESOFT
Responsibility/Role
: Order Management
Manager
Dashboards:
Order Management
Order Fulfillment
is assigned
Associated with Web Catalog
Group: Order Management Manager
User: OM Manager
Object
Security
is associated with
Associated with Security Group:
Order Management Manager
Subject Areas:
Sales - Order Lines
Sales - Orders, Backlog and
Invoices
edubodhi
89. DATA SECURITY FOR EBS
WHAT DATA CAN YOU SEE?
▪ Multi-Org data access support with
Oracle E-Business Suite applications:
▪ Operating Unit
▪ Inventory Organization
▪ Business Group
▪ Set of Books
Data
Security
edubodhi
90. DATA SECURITY FOR EBS
EXAMPLE: RESPONSIBILITY AND INVENTORY ORG
RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data
Security
Responsibility
Inventory
Organization
assigned to
associated with
user
edubodhi
91. DATA SECURITY FOR EBS
EXAMPLE: INVENTORY ORG BASED SECURITY IN ORACLE BI
Data
Security
Oracle
E-Business
Suite
log in
user
retrieve Inventory Orgs
based on FND_USER tables
Oracle BI
show data based on
security group filters
3
1
2
edubodhi
92. DATA SECURITY FOR SIEBEL
WHAT DATA CAN YOU SEE?
▪ Data Security support with Siebel CRM
Applications:
▪ Position
▪ Owner
▪ Organization
Data
Security
edubodhi
93. DATA SECURITY FOR SIEBEL
EXAMPLE: POSITION BASED SECURITY
Data
Security
Position:
Sales Manager
Analytics
Data Object:
Account
Partner
Order
is assigned
(is stamped on Data Object)
User: Sales Manager
can view
edubodhi
94. Data
Security
Siebel CRM
log in
user
retrieve position hierarchy
from the warehouse
Oracle BI
show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBEL
EXAMPLE: POSITION BASED SECURITY
Oracle Business
Analytics
Warehouse
ETL
edubodhi
95. DATA SECURITY FOR SIEBEL
EXAMPLE: OWNER BASED SECURITY
Data
Security
Login:
AFRANKS
is assigned
(is stamped on Data Object)
User: ERM Analytics Helpdesk Agent
Data Object:
Service Request
Response
Activity
can view
edubodhi
96. DATA SECURITY FOR SIEBEL
EXAMPLE: OWNER BASED SECURITY
Data
Security
Siebel CRM
log in
user
fetches Owner ID via
session init block
Oracle BI
show data based on
security group filters
3
1
2
edubodhi
97. DATA SECURITY FOR SIEBEL
EXAMPLE: ORGANIZATION BASED SECURITY
Data
Security
Organization:
North America WEST
is assigned
(is stamped on Data Object)
User: Partner Executive Analytics User
Data Object:
Customer
Opportunity
Contact
can view
edubodhi
98. DATA SECURITY FOR SIEBEL
EXAMPLE: ORGANIZATION BASED SECURITY
Data
Security
Siebel CRM
log in
user
fetches Organization(s)
via session init block
Oracle BI
show data based on
security group filters
3
1
2
edubodhi
99. DATA SECURITY FOR PEOPLESOFT
WHAT DATA CAN YOU SEE?
▪ Data Security support with PeopleSoft
Applications:
▪ HR Business Unit
▪ Payables Business Unit
▪ Receivables Business Unit
▪ Set Id
Data
Security
edubodhi
101. ORGANIZATION BASED DATA SECURITY
REGULAR EMPLOYEE DATA VISIBILITY
▪ We extract employee-manager relationships from PS_JOB
▪ A regular employee can only see his data and his
subordinates’ data
Data
Security
edubodhi
102. ORGANIZATION BASED DATA SECURITY
HR ANALYST DATA VISIBILITY
▪ An HR analyst can see all HR data for an
Organization he or she is managing
Data
Security
edubodhi
103. ORGANIZATION BASED DATA SECURITY
HR ANALYST DATA VISIBILITY
▪ Within his own Organization, an HR analyst can
only see his subordinates’ HR data
Data
Security
edubodhi