Mc ginley oracle scorecard & strategy management
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Oracle Scorecard & Strategy Management
The Un-Scorecard Manual Kevin McGinley
@kevin_mcginley
oranalytics.blogspot.com
youtube.com/user/realtimebi
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The BI Foundation Suite
Copyright © 2012 Accenture All Rights Reserved.
OBIEE Essbase
OSSM BI Mobile
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The $450,000 $300,000 Question:
Copyright © 2012 Accenture All Rights Reserved.
OSSM
If I'm a customer who licensed
the BI Foundation Suite, but have
no plans to develop a scorecard,
is OSSM useless to me?
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The $349 Answer:
Copyright © 2012 Accenture All Rights Reserved.
OSSM
Of course not, as long as you
think of OSSM as just another
developer tool within OBIEE
which allows you to build "stuff."
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The Un-Scorecard Manual For OSSM
•For Your Consideration: OSSM
•The Advantages of the KPI Object
•Features OBIEE Would Die For
•Views "Answers" Doesn't Have • The Fine Print
Copyright © 2012 Accenture All Rights Reserved.
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For Your Consideration: OSSM
Copyright © 2012 Accenture All Rights Reserved.
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OSSM: The Basics
Copyright © 2012 Accenture All Rights Reserved.
OBIEE
RPD
KPI
Scorecard
Scorecard
Document
(”View")
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Developing In OBIEE 11g
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"Analysis" "Scorecard" "Report"
Pixel-Perfect Reports Analytical Reports KPI Reports
Interactive Views
Put on a Dashboard
Very Graphical
Prompt-able
Very Graphical
Interactive Views
Put on a Dashboard
Prompt-able
Interactive Views
Put on a Dashboard
Very Graphical
Prompt-able
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Why Not Consider OSSM For Regular BI?
Copyright © 2012 Accenture All Rights Reserved.
"Analysis"
"Scorecard" "Report"
Developer
Trifecta!
Pssst...scorecards can do a few things
easier and faster than analyses can!
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The Advantages of the KPI Object
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The KPI Object: Full of Essential Vitamins
• 'Actual' & 'Target' Data – You don't have to interpret
these fields literally - the formula editor allows them to be anything
– Built-in comparison metrics
• Owner – Someone to contact about the
measure, which could be interpreted as built-in support
• Trending – Built-in metric and conditional
formatting
– Automatic chart generation
• More advanced conditional formatting options – Thresholds can be defined by
other columns
– Logic for high/low is better
– Scoring
– No data options
• Related Documents – Easy way to access help files
• Custom Attributes – Easy way to show up to 5
additional metrics
Copyright © 2012 Accenture All Rights Reserved.
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Actual VS Target Data
Copyright © 2012 Accenture All Rights Reserved.
Targets can be anything: a real target, a prior period value, or a hard coded target. A more valuable option is
to choose another metric or a filtered metric to compare for a more sophisticated analysis.
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Contact Owner
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The ability to
route messages
tied to a KPI
creates a built-in
support system.
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Trending
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KPIs have built-in
trending, saving a
developer time
from creating
metrics, views,
and conditions.
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Conditional Formatting
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KPI states are
easier to create
and more
advanced than
conditional
formatting.
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Custom Attributes
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Custom attributes
can be shown or
hidden by the
user and can
provide additional
detail.
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Features OBIEE Would Die For
Copyright © 2012 Accenture All Rights Reserved.
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The OSSM Intangibles
• Comment threading – A common request in OBIEE
can provided using a true comment interface
• Dimension PoV Bar – Created automatically for every
dimension attached to a KPI in the scorecard
– Forward and Back buttons allow easy navigation
• Related documents – Link to anything in the catalog
or web server on any type of object in the scorecard.
• Objectives – Aggregate dissimilar metrics
into a single score
– Ability to aggregate based on weights, best case, worst case, etc.
• KPI Agents – Faster and easier to create for a
less savvy user.
– Very specific and predictable.
– Prompt-able.
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Comment Threads
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A built-in
comment thread
interface is better
than a clunky
write back or AF
one.
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Point of View Bar VS Dashboard Prompts
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VS The PoV bar
automatically
creates prompts
for all dimensions
used by KPIs.
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Related Documents
Copyright © 2012 Accenture All Rights Reserved.
Help users by
linking to related
content, both
unstructured and
OBIEE-built.
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Objectives
Copyright © 2012 Accenture All Rights Reserved.
Objectives offer a
way to aggregate
dissimilar metrics
to create a score
using various
options.
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Analysis Agents VS KPI Agents
Copyright © 2012 Accenture All Rights Reserved.
VS
KPI agents have a much
simpler interface to create
them, you can easily filter, or
pin, dimensions, and the
conditions are straightforward.
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Views "Answers" Doesn't Have
Copyright © 2012 Accenture All Rights Reserved.
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OSSM Documents, or "Views"
• KPI Watchlist
• Strategy Map
• Cause and Effect Map
• Strategy Tree/Wheel
• Custom View
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How can these views be used for regular BI?
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OSSM Documents, or "Views"
• KPI Watchlist – Summary bar for status
– Unique pivot view
– Full sorting & analyze
• Smart KPI Watchlist – Built-in selector for view
– Built-in ranks/filters/sorts
• Cause & Effect Map – Guide a user to why a metric
value is the way it is
• Strategy Map – Monitor a business process and
identify areas of breakdown
• Strategy Tree/Wheel – Create alternative hierarchies
and groupings, even across dimensions
– View data that isn't there without creating outer joins
• Custom View – View non-geographic
dimensions spatially/visually
Copyright © 2012 Accenture All Rights Reserved.
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KPI Watchlist - User Selectable Columns
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Watch lists allow
the user to hide or
show columns
right on the
dashboard.
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Smart KPI Watchlist - User Interactivity
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A smart watch list
allows the user to
choose where to
focus on a
scorecard,
allowing for
incredible
flexibility in one
object if objectives
or initiatives are
used wisely.
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Smart KPI Watchlist - Built-in Ranks/Sorts
Copyright © 2012 Accenture All Rights Reserved.
They also have a
built-in filtering,
sorting, and
ranking features
that are intuitive.
Note: smart
watch lists are
only available in
11.1.1.6.2BP1
and look slightly
different than the
version shown
here, which is for
illustrative
purposes.
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Strategy Map - Monitor Process Flows
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Create a swim-lane report to
monitor the performance of a
process, using perspectives
as the different lanes in the
process.
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Cause and Effect Map - Answer Why
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Help a user understand why a
metric is bad by taking them
to a view that shows them
contributing factors.
This is/was the promise of
guided navigation, but
provides a visualization that
actually supports it.
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Strategy Tree - Custom Hierarchies
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Create alternate
or cross-
dimension drill-
downs using
filtered KPIs of
the same metric.
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Custom View - Spatial For The Rest Of Us
Copyright © 2012 Accenture All Rights Reserved.
Use this as a compliment to
Map Views for dimensions
other than geography.
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The Fine Print
Copyright © 2012 Accenture All Rights Reserved.
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The Fine Print
• Monster SQL statements
• Caching gets tricky
• Room for maturity
• Some things don't quite work the way you want them to as your requirements get more complex
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