BI and EPM Product Development Roadmap

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1

BI / EPM Product Development Roadmap

Andreea Vasiliu, PhD, Director, Product Strategy, EMEA

Fred Richards, Director, Business Analytics


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ORACLE BI PLATFORM Relational and Multi-Dimensional OLAP; Data Discovery; Predictive Analytics

COMMON REPORTING & ANALYSIS INTERFACES

ERP Analytic

Apps

OLTP & ODS Systems

Data Warehouse Data Mart

Excel XML

Business Process

Essbase

BI and EPM Remain Key Strategic Priorities for Oracle

CRM Analytic

Apps

Industry Analytic

Apps

Strategic Planning

Financial Close

Planning & Forecasting

Profitability Management


Outline

Recent Product Releases

Ongoing Investment Themes


Oracle BI Platform Recent Releases and Roadmap

OBI 11.1.17 (April 2013)

New and Improved Visualizations Mobile authoring and consumption Office Integration with SmartView Printing & Reporting Improvements Support for Big Data and streaming Data More Complete Essbase Integration

Exalytics v2

Exalytics v2 with Consolidation

Cloud

Multi-tenant Reporting Cloud Service OBIEE uptake by Taleo and Eloqua

Endeca 3.1

Endeca Information Discovery with self-service data and application provisioning

Current

Calendar 2013

Exalytics v1 (March 2012)

Superfast in-memory Analytics machine Summary advisor for automatic aggregations TimesTen for Aggregate Persistence Speed of Thought Visualizations / Reporting Memory optimized Essbase for M-OLAP

OBIEE 11.1.1.6 (April 2012)

Exalytics Support New Visualizations: Trellis Charts New Mobile HD native applications More than 80 features and enhancements

Essbase 11.1.2.2 (April 2012)

Essbase: Exalytics Support

Endeca 3.0 (October 2012)

Endeca: BI server, Self-service discovery

Recent Past

Calendar 2012

Visual Analysis

Visual Analysis (vs. SQL-like Authoring) Eliminates silos between authoring (answers)

vs. consumption (dashboards)

Simple what-if-analysis Intelligent Visualization Defaulting

Cross-Platform Mobile BI

For both tablet and smart phone form factors Blends authoring and consumption with the

ability to preserve prior content investments

Exalytics in front of Oracle DB In-Memory

In-memory performance against any source, connection (w/ proprietary data structures)

Data mash-ups by building user specific extensions to in-memory navigation spaces

This enables user-private data / sand-boxes Extend semantic layer to support flexible

schemas; leverages MDEX underneath

Future Directions

Post 2013 planning cycle


OBIEE 11.1.1.7 New and Improved Visualizations

100% Stacked Bar Compare distributions within categories and also

display the differences between categories

View Suggestions An algorithm will determine which visualization type

would be best suited for the display of current data

Freeze Headers Anchor the header for large tables or pivot views

Trellis Chart Grid Data-dense view type displays large amounts of

data for comparative analysis.

Performance Tiles Immediately reveals summary metrics to the end

user that will likely also be presented in larger, more

detailed Dashboard views.

Waterfall Determine how an initial value is affected by a

series of intermediate positive or negative values


OBIEE 11.1.1.7 New and Improved User Interactions

Better Search Facet-based UI for full-text search for Oracle BI,

leveraging Endeca MDEX technology

Save As

Analysis on

Dashboard New Save-as option when

editing Analysis from

dashboard replace the

updated analysis within the

dashboard

Breadcrumbs Contextual awareness and

Breadcrumbs for easy navigation

Trellis Actions Context per bar in Simple Treliis

Action for entire cell in Advanced Trellis

Navigation / Actions

from Totals Pass context to any Action Framework

process


OBIEE 11.1.1.7 Shared Office Integration between EPM and BI with SmartView

BI Presentation Catalog in Smart View

Smart View 11.1.2.2 replaces the existing Oracle BI Add-in as the primary Office application

Full support for BI dashboard page and report prompts

Enhanced security including single sign-on

Export Dashboards & Dashboard Content

Export Report in Native Excel & PowerPoint formats (2003, 2007+)

Export Dashboard or Dashboard page; Dashboard pages appear as separate Excel worksheets

BI View Creation in Smart View

Answers View creation from Excel

Save in Excel or as an Answers View

Publish and save in the OBIEE Web Catalog

OBI Data is accessible to other Smart View providers (e.g. Planning, HFM, DM)


OBIEE 11.1.1.7 New and Improved BI Mobile

Advanced Visualizations Performance Tile, Waterfall, Trellis views enabled

for mobile interactions; Swipe gesture to navigate

data in tables

BI Publisher Integration Offline support and fully interactive views on BI

Mobile client

Maximize Views Double-tap to maximize/restore view; utilizes full

consumable real-estate on the device

BI Mobile Security Toolkit Available via OTN download. Supports the

internal delivery of a packaged/certified BI

Mobile application. Specialized licensing

restricts customizations to security

modifications


OBIEE 11.1.1.7 Integrating with Big Data and Streaming Data

HDFS

Hadoop MR

Hive

Oracle BI Server

Hive QL / ODBC

Hadoop Integration BI Server generates Native HiveQL

Query data directly from Hadoop through Hive

Integrate Hadoop data with other OBI sources

Leverage Exalytics against Big Data sources

BAM Server

CQ Service

Oracle BI Server

CQ / ODBC

CEP Integration BI Server generates CQ

Query Business Activity Monitoring data through Complex Event

Processing Gateway

Integrate BAM data with other OBI sources

Leverage Exalytics against continuous data sources


OBIEE 11.1.1.7 Extending Analytics with Data Discovery

Data Warehouse /

Business Intelligence

Product Sales Metric: Sale Price

Dimensions: Customer, Product, Dealer,

Date

Warranty Claims Metric: Claim Count, Labor Cost, Part Cost

Dimensions: Customer, Product, Part,

Dealer, Date

Sales Transactions

ProdID Wk CustID Date Dealer Price

506 25 1233 10/3 Dealer1 $35,000

507 26 1545 09/4 Dealer2 $22,000

Warranty Claims

ClaimID ProdID PartID Date CustID Dealer PartCost LaborCost

12324 506 234 12/3 1233 Dealer1 $300 $200

12325 507 235 12/4 1545 Dealer2 $450 $900

Product Quality Application

Customer Verbatim

..customer heard a rattling sound toward left

front driver side. Had

issues with steering

column locking

Websites

Industry Forums

External Content

Government Agencies

Safety Administration

Claim from Competitor X

Model ABC After driving this car for only 3

months, I started having

.. focus on passenger vehicle crashes, and are

used to investigate injury

mechanisms to identify

potential improvements

in vehicle design.

Love my new car but having difficulty controlling

steering on sharp

corners..

Social Media

Consumer Comments and Sentiment

How do we avoid costly product recalls?


Data Discovery Offers Agility for the Unanticipated

Add New Data

Rapidly combine

new data with

existing sources

Ask New Questions

Unscripted exploration

across a wide range of

data characteristics

+

See New Patterns

Interactive visualizations

that reveal patterns

hidden in data

+


Endeca 3.0 Self-Service Data Discovery

Oracle Endeca Studio

Create and share discovery

applications that anyone can use

Oracle Endeca Server Analyze new combinations of data with

agile enterprise IT infrastructure

OEID Integrator

Integrate and enrich structured and

unstructured data

Structured Data Unstructured Data

Oracle Endeca

Simplicity of search, power of discovery

Walk-up ease of use

Support for unstructured data with

Integrated Text and Sentiment Analysis

Self-Service Capabilities

- Self-service application provisioning

- Self-service data upload (Excel etc)

Integration with Corporate Data

- Mash up with curated OBIEE data sets

- Robust ingestion with file/web crawls


Oracle BI Applications Recent Releases and Roadmap

BI Apps 11g PS1 (11.1.1.7.1)

Data model and release integration across Fusion and Applications Unlimited

Support for ODI across all sources / apps New applications: Operational Planning New content: Fixed Assets, Commitment

Control, Sourcing, Time & Labor, Project

Resource Management, Global Payroll

New modules: Student Information Analytics

New adapters:

Fusion Applications Cloud adapters

Customer Experience

User Experience Redesign Cost of Ownership Improvements: Data

Lineage, ETL Data Validation, Golden Gate

Current

Calendar 2013

SaaS BI Warehouse in Oracle Public Cloud ODI and Informatica: release alignment

New content/modules: Talent Management, Grants, Benefits, Depot Repair & Field

Service, EVM & Project Scheduling, EAM

enhancements

New adapters: Adapter to Taleo, Manufacturing Analytics for JDE.

Additional operational planning applications

Unstructured/big data analytic applications

Additional cost of ownership improvements

Future Directions


BI Apps 7.9.6.3 + Extension Pack (Apr 2012)

For Applications Unlimited customers ETL with Informatica New Manufacturing Analytics New Enterprise Asset Management Analytics New SLA support for EBS R12 (patch)

BI Apps 7.9.7.2 (Sep 2012)

For SAP customers ETL with ODI Financials, Procurement & Spend, Supply

Chain & Order Management Analytics

BI Apps 11.1.1.6.2 (May 2012)

For Fusion Applications Release 4 ETL with Informatica Real-time operational analytics (OTBI)

Most Recent


Oracle BI Apps 11.1.1.7.1 New Content & Modules

FINANCIAL ANALYTICS

Fixed Assets (EBS)

Commitment Control for Public Sector (EBS & PSFT)

HR ANALYTICS

Global Payroll (PSFT)

Time & Labor (EBS & PSFT)

Transfers (EBS & PSFT)

PROJECT ANALYTICS

Resource Management (EBS & PSFT)

Cross Charge (EBS & PSFT)

Forecasting Enhancements & Commitments (PSFT)

GL Reconciliation (EBS & PSFT)

CRM ANALYTICS

Service Analytics Enhancements (EBS)

Price Analytics (EBS)

PROCUREMENT & SPEND ANALYTICS

Sourcing Analytics

Enhancements to Change Orders and

Agreements

SUPPLY CHAIN & ORDER MGMT ANALYTICS

Costing

Inventory Cycle Count

Other Enhancements

NEW: STUDENT INFORMATION ANALYTICS

Student Success & Institutional Performance

Integrated view of admissions, recruiting,

student records and student financials


Oracle BI Apps 11.1.1.7.1

New Operations Planning Applications

Option to existing Oracle BI Applications

Extends BI Applications with Essbase what-if scenario modeling and planning

Use of BPM for process integration and rules

Integration with Hyperion Planning

More accurate plans based on operational constraints

Benefit Examples

Forecast indirect spend for procurement teams

Better decisions about supplier allocations

Reduced spend with what-if modeling tools

Shared Integration between EPM and BI with Essbase


Oracle BI Apps 11.1.1.7.1

Oracle Data Integrator

In-database E-LT Transformation vs. E-T-L

Best in class performance, scalability, availability

Lightweight deployment for lower TCO

Faster time-to-value through declarative design

Oracle Golden Gate option for BI Apps

Enable near real time DW refresh

Reduce load on source system by streaming data continuously into persistent store in the DW

More reliable change data capture / delete support

New Technologies: Oracle Data Integrator and GoldenGate Integration


Oracle BI Apps 11.1.17.1 New Tools: to Accelerate OBIA Deployments

Functional Setup Manager Administrative UI to

track & manage

implementation projects

and required functional

setup steps

Configuration Manager Administrative UI to

manage system

configuration for your

BI Applications

Data Lineage Analysis

Allows customers and

implementers to track

lineage from source to

target

ETL Validation Utility

Provides scripts and

validation reports

comparing source

and target data


Hyperion EPM Applications Recent Releases and Roadmap

Most Recent

(Hyperion 11.1.2.2 April 2012)

Current (EPM 11.1.2.3)

Calendar 2013

Future Directions


Planning Planning on Exalytics Project Financial Planning Predictive Planning PSB Commitment Control Strategic Finance with Smart View ADF based UI revamp, Bi-di language

support

Financial Consolidation & Close Configurable Dimensionality ADF based UI revamp Financial Management Analytics QMR for Solvency II Account Reconciliation Manager EBS/Fusion Integration

Disclosure Management SEC validations, EDGAR HTML output

Profitability and Cost Management Micro-costing

Planning Financial Planning Analytics Planning and Budgeting Cloud Service

Financial Consolidation & Close Tax Provisioning ARM enhancements OFMA extensions to support ARM & FDM

Disclosure Management Support for Edgar ready HTML

EPM Platform Cross-version Lifecycle Management ODL integration for diagnostics FDM support for SAP BW

Data Relationship Management GL Chart of Accounts Management,

Data Relationship Governance

HPCM: Analytics enablement, HPCM on Exalytics, Calculation rules

Analytics-driven Performance Mgmt. Continued optimization of EPM

applications on Exalytics

Richer mobile and social experience for EPM applications

Leverage Endeca technology in EPM applications

EPM Cloud Services Broader footprint of EPM cloud services Extreme simplicity of configuration Time-to-value through packaged content

and built-in best practices

Unified application model for deeper integration and easy extensibility

Continued Functional Innovation Functional enhancements across the

entire EPM application portfolio


Hyperion EPM 11.1.2.3 (aka Talleyrand PS3)

EPM Infrastructure

Log file analysis tool

Cross-version LCM support: Support for

migration from prior releases

Financial Data Quality Management:

Enterprise Edition

FDM and ERP Integrator combined into a single product

Built on ERP Integrator platform

Surfaced within the Workspace

Added SAP BW as an additional data source

Core Platform Enhancements


Hyperion EPM 11.1.2.3

Configurable workflows for master data

governance

Pre-validate requests to ensure quality on

data entry; preview changes before commit

Two types of workflows:

Change request / Approval workflows

Data remediation workflows

Configuration only, no coding!

Automate creation of workflow forms by

creating workflow model

Define model based upon request type,

workflow stages, tasks and data access

group assignment

Comments & attachments; notifications &

alerts

New: Data Relationship Governance



OBI Analytics on Hyperion HFM

Prebuilt dashboards and reports

Configurable and extensible

Direct, native access to

Hyperion Financial Management

Hyperion Financial Close Management

Hyperion Financial Data Quality Management

Exalytics and BI Mobile certified

Mobile delivery of EPM data to finance executives and business users

Oracle Financial Management Analytics with OBIEE


Hyperion EPM 11.1.2.3 New: Hyperion Tax Provision

Tax Provisioning built on Hyperion Financial Close

Brings Finance & Tax together in the same system

Global: Federal, State/Provincial & International

Data Collection, Tax Provision Calculation,

Consolidation & Tax Reporting

Addressing IFRS (IAS12) & US GAAP (ASC740)

Integrates with Tax Compliance: Enhances &

integrates with tax compliance systems

Rapid Implementation & Ease of use: Purpose-

built application functionality

Financial Close Management

Finance Dashboard

ERP:

Oracle, SAP,

Legacy,

Other

Governance, Risk And Compliance

Systems and Hardware

Middleware

Database

ERP:

Oracle, SAP,

Legacy,

Other

Data

Assurance

Financial

Consolidation Internal & Statutory

Financial Reporting

Tax Provision

Governance, Risk and Compliance

Finance Dashboard

Financial Close Management



Substantial performance

improvements

Built-in analytics enablement for

profitability insights

Smart View Integration

Query Manager and Guided Query

Creation Wizard

Essbase ASO databases generated

for each Detailed Profitability model

Available on Exalytics

Enhanced Profitability and Cost Management


Exalytics

Rolling forecasts, event-based planning,

and driver-based planning require: More users involved, more scenarios evaluated, and

more complex models used

Without degrading the performance and within the

same time window

Planning on Exalytics 20X Faster Writes and 80X Faster Reads (re-

compute cubes in Minutes vs. Days)

5X more Concurrency, enabling lot more users

Key benefits Move from monthly to intra-day forecasts

Extend to cover Operational Planning

Deliver Management Reporting from the same

system

Key Enabling Technology for EPM Innovation


Exalytics Planning Performance Comparison

Number of Users

Re

spo

nse

Tim

e

5X

Hyperion Planning Public Sector Example Hyperion Planning General Example

2.5X

Re

spo

nse

Tim

e

Number of Users


Outline

Recent Product Releases

Ongoing Investment Themes


Oracle BI Mobile Direction

IT Controlled Managed, Consistent Support users throughout their work. Enterprise or Operational Sophisticated and reusable content

Function Specific Tailored to Service Purposeful, pre-built apps for reporting High fidelity design and layout Multi-source, cloud data and task-oriented

BI Mobile Consumer

BI Mobile Designer


EPM Mobile Strategy

Existing EPM 11.1.2.x applications 1. Fully functional optimized browser experience for the

tablet, focused on the end-user functionality, starting with Hyperion Planning

2. Purpose-built ADF mobile apps, addressing a prioritized subset of user flows e.g. Approval workflows for Planning, Financial Close, etc

3. BI Apps for EPM (e.g. OFMA, OFPA) using current and future OBI Mobile product

4. Financial Reports mobile browser support Fusion and EPM

Financial Reporting Cloud service 1. Built-in mobile support, using ADF Mobile, as a first class

capability for all new cloud based offerings


Planning Cloud Service

Software-as-a-Service offering for Planning and Budgeting

Based on the industry-leading Hyperion Planning solution

Leverages the Oracle Cloud enterprise-grade infrastructure

Availability: In Preview; GA: CY2013


Business Intelligence Platforms

Visual Analysis intuitive access to sophisticated, domain relevant analytics

Analytics experience: Evolve from SQL metaphor (select, filter, aggregate cycle) to user intuitive interactions

Domain specific analytics (e.g. Hierarchy Viewer HCM, pipeline analysis CRM, Network graph Social)

Mobile Analytics the primary channel for information consumers

Leverage Oracle mobile platform (ADFm) to scale-out to all relevant platforms and form factors

Device and Channel specific focus targeted features/experiences leveraging the native capabilities

Exalytics build on the strong success to offer differentiated analytics/experience

Private cloud, user/community private sandboxes/mashups, in-memory acceleration for Big Data and more..

Cloud Analytics enable standalone and embedded analytics within Oracle Public Cloud.

Multi-tenanted, self-service application development, deployment and management

Big Data, Predictive Analytics expand semantic layer to enable richer analytic applications

Employ a strategy that allows customers to leverage investments in industry standards

Key Strategic Themes


EPM / Hyperion Applications

Virtual Close

Focus on management visibility, not just statutory compliance

Instant Replication, Rapid Processing, Enterprise-wide access

Planning Smarter

Dynamic planning @speed of business

Enable adoption of advanced planning processes

Predictive planning for all business users

Faster Time to Value

Flexible deployment: Cloud & On-premise

Functional set-up by business users

Guided best practices application design



Business Intelligence Applications

Deliver integrated analytics supporting Oracles Cloud Apps

OTBI for Fusion, Taleo, Rightnow, Eloqua

Cloud Adapters to support coexistence and cross-functional analysis

BI Apps DW as a bridge between on premise and cloud sources

Add functional coverage and lower TCO to increase appeal of the suite

Module completion, new source adapters

Expanded value proposition through new analysis types

Essbase for what-if analysis ,Endeca for unstructured analysis, Advanced

Analytics for predictive metrics



Information Discovery

Self-service

Data source breadth

Automatic data refresh

Performance and scale

Data size

Search innovations

End user experience

Extensible visualizations

Link and graph analysis

Mobile and Cloud



Summary

Oracle BI & EPM offerings are broad and deep Any data, any source, full range of analytics, integrated applications, on-premise,

on-demand and on-mobile

Oracle BI & EPM offerings designed to address full range of needs Operational, historical, multi-dimensional, unstructured, EPM, and predictive

Oracle Exalytics is the In-Memory engineered system for BI & EPM Faster analysis, faster calculations, faster interactivity, more users, more throughput Integrated tightly with Oracle Exadata and Oracle Big Data Appliance

BI and EPM Product Development Roadmap

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