The document discusses Oracle Financial Analyzer, a tool for financial reporting, analysis, budgeting and planning that integrates transactional data from ERP systems into a multidimensional data model for flexible analysis. It provides an overview of Oracle Financial Analyzer's features and how it can be used by financial analysts, business managers, and CFOs. Additionally, it explains how Oracle Financial Analyzer is integrated with the general ledger to provide a link between transactional and analytical data.

2. Oracle Financial Analyzer
Key Features and Futures

3. Agenda
 Oracle Financial Analyzer
- Today’s Financial Issues
- Features :
- Basic
- GL and OFA Integration
 Demonstrations

4. Oracle Warehouse
Comprehensive & Integrated
Analytic Applications
Reports
Operational
Data
Oracle8i
Warehouse Application Discoverer
ERP Builder Server
Data
Darwin
Express
Oracle8i Express
External
Data
CWM and Repository
Designer and Enterprise Manager

5. Family of OLAP Products
Sales Financial
Third Party
Analyzer Analyzer
Oracle Oracle Express Express Express Web
Discoverer Reports Objects Analyzer Publisher
Express
Oracle Express Server
Web Agent
Relational Express
Access Manager Administrator
Legacy &
Relational Database Management System
External

6. Financial Analysis
Oracle Systems

7. Today’s Financial Issues
Reporting, Planning, Analysis, Modelling...
 Regular Forecasting
 Annual Budgeting
 Exception Reporting
 Performance Monitoring
 Financial Modeling
 Cost Allocation
 Product Profitability
 Product Costing  Variance Mix Analysis
 Customer Profitability  Process Benchmarking
 Process Costing

8. Solutions Architecture
Balanced Scorecard
O F A; O S A
Strategy Value Activity
Formulation Based
& Based
Simulation Management Management
ERP/CRM Intel.
Oracle Warehouse
3rd Pty Legacy Oracle Apps

9. What is Oracle Financial Analyzer
Financial Analyzer is a distributed application for
financial reporting, analysis, budgeting, and
planning. By integrating a central source of
management data with powerful analytical tools,
the system enables organizations to meet their
critical financial objectives :
control costs, analyze performance, evaluate
opportunities, and formulate future direction.

10. Basic Overview
Spreadsheets
Two dimensional - row / column
combination holds information.
Good for basic
accounting and
Columns
analysis.
Rows

11. Basic Overview
Relational Tables
Two dimensional - row / column
combination from several tables
holds information
1,000,000 units

12. Basic Overview
Relational Tables (continued)
Oracle General Ledger is based on a
relational model.
Ideal for:
 Transaction processing
 Known reporting
requirements
 “Simple” ad hoc
queries

13. OFA Overview
Multi-Dimensional Data Models
On-Line Analytical Processing
(OLAP) systems are based on multi-
dimensional
data models.
Page
Columns
Rows

14. OFA Overview
Multi-Dimensional Data Models
(cont.)
Oracle Financial Analyzer is based
on a multi-dimensional model.
Ideal for:
 Dynamic on-line analysis
 Complex ad-hoc queries
 Financial modeling

15. Report and Analysis
Changing Paradigm
Model or Reporting Entity
Cost Centre Account Month
Record #1 CC1 A101 Jan 96 800
Rccord #2
Account
CC2 A105 Mar 96 250
or
Record #3 CC2 A115 Mar 96 900 Activity
Record #4 CC1 A167 Feb 96 400 or
Record #5 CC3
CC5
A100 Jan 96 700 Cost Obj Actual
Record #6 A105 Mar 96 600
Record #7 CC3 A189 Mar 96 650
Record #8 CC5 A167 Feb 96 850
PDS: Month
KEYS Budget, Actual
Relational View Multidimensional View

16. Multi Dimentional Analysis
Fast Flexible Access to Summarised Data
hy
ap
gr
eo
G
Product
Regional Manager View Product Manager View
Month
Financial Manager View Analyst View

17. Meets the Needs of the CFO
CFO
Controller Finance
- Accounts Payable - Budgets
- Accounts Receivable - Plans
- Fixed Assets - Forecasts
- Standard Financial Reports - What-If analysis
- Consolidations Oracle - Reporting
- Journal Entries Financial - Modeling
Analyzer
..... Day to Day Transactions
Oracle Other
Financials Data

18. Who Uses OFA?
 Financial Analyst
 Drive forecast and budgeting
process
 Generate financial management
reports
 Create models for profit
and loss analysis
 Generate and maintain
cash flow statistics

19. Who Uses OFA?
 Business Unit Manager
 Effectively distribute information
throughout the organization
 Low cost, web-based access
 Manage divisional or product
performance
 Plan vs. Actual variances
 Business trends
 Business unit forecasts

20. Who Uses OFA?
 Chief Financial Officer
 Examine risks and opportunities
 Performance measurement
 Planning for the future
 What-If analysis
 New opportunities

21. What is the GL/OFA Link?
The automated flow of
information enables users to
take advantage of the best of
both worlds.

22. What is the GL/OFA Link?
 General Ledger Perspective
 Data is recorded against a
chart of accounts structure.
Company
Department
General Ledger
Segments Account
Product

23. What is the GL/OFA Link?
 Financial Analyzer Perspective
 Data is associated with
dimensions and cubes.
Organization
Financial Analyzer
Line
Dimensions
Product

24. What is the GL/OFA Link?
 TheLink integrates the
segment concept with the
dimension concept.
Company
Organization
Department
Line
Account
Product
Product
General Ledger Financial Analyzer
Segments Dimensions

25. What is the GL/OFA Link?
Organization
Page
Line Columns
Product Rows
Time (GL)
Financial Analyzer OFA Cube
Dimensions (Balances)

26. What is the GL/OFA Link?
The automated flow of
information enables users to
take advantage of the best of
both worlds.

27. What is the GL/OFA Link?
Cost Centre Account Month
Organisation
Record #1 CC1 A101 Jan 96 800
Rccord #2 CC2 A105 Mar 96 250 Account
Record #3 CC2 A115 Mar 96 900
Record #4 CC1 A167 Feb 96 400
Record #5 CC3 A100 Jan 96 700
Record #6
Record #7
CC5
CC3
A105
A189
Mar 96
Mar 96
600
650
Actual
Record #8 CC5 A167 Feb 96 850
KEYS Month
Segments Dimensions
Segment Values Dimension Values
Rollups Hierarchies
Balances Data Items

28. What is the GL/OFA Link?
Cost Centre Account Month
Organisation
Record #1 CC1 A101 Jan 96 800
Rccord #2 CC2 A105 Mar 96 250 Account
Record #3 CC2 A115 Mar 96 900
Record #4 CC1 A167 Feb 96 400
Record #5 CC3 A100 Jan 96 700
Record #6
Record #7
CC5
CC3
A105
A189
Mar 96
Mar 96
600
650
Actual
Record #8 CC5 A167 Feb 96 850
KEYS Month
Budgets Scenario
Budget
Forecast

29. What is the GL/OFA Link?
Communicate with Oracle General Ledger

30. What are Benefits of the Link?
 Manage Your Business Globally
 Web deploy key information
throughout the organization
 Make Better Decisions
 Empower broad group of users
to leverage OLAP analysis
 Develop better budgets with OFA
 Automatically transfer budgets back
to GL

31. What are Benefits of the Link?
 Lower Administrative Costs
 Single point of entry for data
 Consistent and reliable data for
analysis
 Reduces maintenance
 Share structures and data
 Transfer any balance from GL to OFA
 Reduces reconciliation issues
 Automated data flow

32. Screen Shot

33. Screen Shot
Financial Analyzer Demonstration

34. Screen Shot

35. D E M O N S T R A T I O N
Oracle
Financial Analyzer

36. Sales Analysis
Oracle Systems

37. Oracle Sales Analyzer is...
an enterprise wide on-line analytical
processing application designed for
managers and analysts to better utilize
their corporate data and data warehouses

38. User Target Audience
 Marketing Managers  Market Research Analysts
 Product Managers  Marketing Analysts
 Market Planning Managers  Sales Analysts
 Merchandise Mgt.  National Account Managers
 Promotion Planners  Field Sales

39. Common Application Areas
 Competitive Analysis
l What are the driving factors for increasing my share?
l Where is my competition gaining?
 Market Analysis / Segmentation
l How are our Key Accounts performing vs last year?
l Which products aren’t being ordered by our Key
Accounts?
 Product Mix
 What are my top 5 products in the US?
 What’s the market/cost for new products?
 Will our new product cannibalize existing ones?
 Promotional Effectiveness
l Can we correlate sales to promotions?
l Was the promotion profitable ?

40. Sales Analyzer User Benefits
 Ad-Hoc Reporting/Graphs
l Drill-down & Data Rotation
l Dynamic Ranking & Exceptions
 Powerful Data Query
l By Level, Attribute & Hierarchy
l Top/Bottom and Exception based on Data
 Database Analytics
l User-Defined Aggregates
l New Measure Creation
l Forecasting
l Pre-built analysis libraries

41. Custom Measures
 Common Sales & Marketing
calculated measures
 Arithmetic (+, -, /, x)
 Variance
 % Change vs Last Year / Prior Period
 % Share
 Moving Average / Maximum / Minimum /
Total
 . . . using simple templates

42. Sales Analyzer IS Benefits
 Built-in Bridge to Data Mart / Data
Warehouse
l (using Express Relational Access Manager)
l Periodic maintenance minimized
 Manages user objects
l DBA not necessary to create reports & graphs
 Built-in distribution routines
l Standard objects can be centrally distributed
l User to user distribution
 Data security
l Users can only see what they have access to.

43. Oracle Sales Analyzer
Modes of Operation
‘Client / Server & Web’ PC
Sales Analyzer Sales Analyzer
PC Express
Client
Sales Analyzer
Express
Server

44. A Telco Example
Churn Analysis Using OSA and DARWIN
(Data Mining)

45. Implementation Options
 Integratedwith Relational Data
Mart / Data Warehouse
 StandAlone Multi-dimensional
Data Mart

46. Data Warehouse Integration
Data Mart / Warehouse
Calculation
Sales
Engine Analyzer
Data & Metadata
Sales
Relational Analyzer
Access Web
Manager
Sales
Analyzer
RDBMS Express Server Mobile

47. OSA As A Data Mart
 The data loader is a set of Express
programs that uses flat files to
build a multidimensional database
for use in Oracle Sales Analyzer.
Flat Files
Data Loader

48. Sample OSA Application Data
Model
Dimensions, Levels, Hierarchies, and Attributes
•Product •Time •Geography •Channel
Standard Standard Shipping Market Segment Standard
Total Products Year (Date, Total Geographies Total Segments Total Channels
Timespan)
Class Region Segment Channel
Quarter (Date,
Family Timespan) Warehouse Account
Month (Date,
Item (Package) Ship-To Ship-To
Timespan)
Variables
•Sales (Geography, Product, Channel, Time) •Price (Product, Time)
•Units (Geography, Product, Channel, Time) •Cost (Product, Time)

49. Oracle Sales Analyzer
Internet Computing

50. Oracle Sales Analyzer
Distributed Architecture
Thick Client Thin Client Web Client
Sales Analyzer Sales Analyzer Browser
Express
PC Client XCA SNAPI Web Agent
Sales Analyzer
Server Express

52. Sales Analyzer: Web Access
 Accessthrough a Web
browser
l Zero footprint. No other software
needed on workstation!
 User security
l ID authenticated upon connection
l Scoping on data and documents
 Dynamic generation of
displays (it’s live!).

53. Sales Analyzer: Web
Functionality
 Create/save/delete reports and graphs
 Forecast Wizard
 Maintain Folders
 Custom Aggregates
 Custom Measures
 Explorer ‘Tree’ display for Folders /
Documents
 Publish Documents (maintain libraries)
 Web Analysis Library
 Selector Tools (Level, Family, Attribute,
Exception, Top/Bottom)

54. Oracle Sales Analyzer
Web Analysis Library

55. Analysis Library for the Web -
What is it ?
 Fast Answers to Sales & Marketing
Questions
 19 pre-defined Sales and Marketing
oriented documents, plus two review
documents, e.g.
 Growth
 Trend (e.g. Cumulative Sales Trend)
 Ranking
 Distribution (e.g. products / customers with
increasing / decreasing sales)
 80/20 Analysis (e.g. 20% of products / customers
making up 80% of the business)

58. Analysis Library for the Web -
How do you configure it ?
 Analyzer Web Administrator
page
 Enable Analysis Library
documents for a specific
Database, by launching . . .
 Analysis
Library
Administration page
 Select documents to generate
by document / dimension, plus
specify certain default selection
information

60. Oracle Sales Analyzer
Forecasting

61. Sales Analyzer Forecasting
 Wizard Based
 Generates Forecast Document
 Generates Forecast Measure
 Both Document and Measure can
be published
 Fully Integrated With OSA
 Works with Slice, Client / Server, RAM
 Forecast Document / Measure can be
created and viewed via the Web
 Intended as a personal analysis
tool, not as an enterprise wide
forecasting system

62. Sales Analyzer Forecasting

63. Sales Analyzer Forecasting

65. Forecasting Methods and
Statistics
 Regression:
 Exponential Trend
 Linear Trend
 Smoothing:
 Moving Average
 Period-to-Period Percentage Change
 Holt-Winters
 Single Exponential Smoothing
 Double Exponential Smoothing
 Triple Exponential Smoothing
 Best Fit

66. OSA
Now

67. OSA 6.3
Sun and NT Dec 1999

68. OSA 6.3
 100% Java Printing; no longer
relying on the browser
 Panelling of logical pages to
physical pages
 One or all pages
 Print preview
 Headers, footers
 Page layout, ie portrait/landscape,
margins
 number of copies

69. OSA 6.3
 ImprovedExport to Excel
(windows client)
 Export multi-page report to multiple
worksheets
 Automatically create a table of contents,
with a link to each worksheet
 Automatically start up excel upon export
 Performance improvements,
especially for RAM
implementations

70. Oracle Sales Analyzer - TODAY
 Wide range of implementation options
...
 Scalable MOLAP databases using OSA
Data Loaders and Express Server
 ROLAP / HOLAP access to DW / Data
Mart via Relational Access Manager
 Distributed client / server using either
‘thick’ or ‘thin’ client
 Disconnected distributed access via
slices
 Very light distributed access over
intranet / internet via Web Browser.

71. D E M O N S T R A T I O N
OFA & OSA

72. QUESTIONS ?