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Transcript of Oracle Business Intelligence Applications 7.9.6 for ERP Implementation Boot Camp Presentation Slides
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
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Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Applications Boot CampIntroduction
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• Boot camp Objectives• Day-wise Agenda• Participant Introductions• Pre-requisites• Lab preparation
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Topics
Boot camp Objectives
Upon successful completion of this boot camp, you should be able to:•Understand all the components of Oracle BI Applications •Configure Oracle BI Applications for Oracle E-Business Suite•Customize Oracle BI Applications to suit the customizations in Oracle E-Business Suite•Integrate Oracle BI Applications with Oracle E-Business Suite•Configure Oracle BI Applications to inherit security from Oracle E-Business Suite
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Day-wise Agenda
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Introduce yourself..Who are you ?
• Name• Role
What is your prior experience ?• Business Intelligence• Datawarehousing• Oracle Applications
What are your expectations from this Boot camp ?
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
PrerequisitesTechnical Audience:
• Good understanding of basic data warehousing concepts• Hands on experience in Oracle Business Intelligence Enterprise Edition• Hands on experience in Informatica
Functional Audience:Good understanding of any of the following Oracle EBS modules
• General Ledger• Accounts Receivables• Accounts Payables
Laptop (Minimum requirements):• 2GB RAM• 10GB free space in Hard drive
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Lab Preparation
• Client install files necessary to run labs are large and time must be allotted to copy to student workstations.
• At this point instructor should begin distributing compressed client installation files and students should copy to their individual workstations.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Q & A
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
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Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Applications Boot CampIntroduction to Oracle BI Applications
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• What is Business Intelligence ?• Introduction to Oracle Business Intelligence Applications• Key benefits of Oracle Business Intelligence Applications
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Agenda
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Business Intelligence
• Business Intelligence is a platform which provides processes, technologies and tools to change data into information, information into knowledge and knowledge into plans that guide organization
• Technologies for gathering, storing, analyzing and providing access to critical data helps enterprise users to make better business decisions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Business Intelligence
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Business Intelligence• It guides organizations away from pitfalls towards growth and
development
Need of the hour
Every business requires an Integrated Business Intelligence platform which,
• Unifies intelligence from business transactions in diverse applications and systems
• Drives business performance improvement using better strategy, better plans, better decisions, better results with less cost & complexity
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
19
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
License an ETL tool to move data from operational systemsto this DW
License interactive user access tools
License/create information delivery tools
These steps require multiple different BI and DW technology
INVESTMENTS
Develop detailed understanding of operational data sources
Build ETL programs for every data source
Build analytics for each audience
Design a data warehouse by subject area
These steps require IT or BI staff resources
with specialized SKILLS
These steps take TIME to understand and
perfect as knowledge of best practices is
learned
Research/understand analytic needs of each user community
Set up user security & visibility rules
Perform QA & performance testing
Manage on-going changes/upgrades
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
However, Building BI Solutions is Challenging
Sales
Marketing
Procurement & SpendDirect & indirect
spend versus plan, supplier
performance
Bookings trend, pipeline coverage, sales performance
by sector
Campaign results and ROI, customer
loyalty trend
Finance
Human Resources
Supply Chain & Order ManagementOrder backlog
status, inventory performance &
turns
Receivables, payables, cash flow & DSO status, profit
sources & drains
Headcount and total compensation versus plan, retention rate
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Different businesses need different, deeper and timely Insight into Business Performance
• Delayed, inaccurate reporting• Conflicting, departmentally-biased results
• Cross-functional analysis• Sub-optimal enterprise performance
HRData
OperationsData 1
FinanceData N
SalesData
FinanceData 1
OperationsData N
HR Operations FinanceSales
Analysis, ReportsExecutives
DataWarehouseIT
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Challenges contd..
22
• Need to increase the value of existing data from the source system
• Need to deliver timely reporting and analytics across functions, by roles
• Need to achieve unrivalled integration between the BI platform and the source system
• Need to assure business value with ease of use, achieve fast implementation time with lower TCO
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Challenges contd..
Solution : Packaged Analytic Applications (Oracle BI Applications)
• Packaged analytic applications drastically reduce the time and cost to deploy a BI solution
• Properly designed analytic packages come with an integrated set of tools, data schemas, business views, and predefined reports and dashboards that significantly accelerate the time it takes to get a BI solution up and running
• Robust packaged analytic applications leverages the leading business practices in market, delivering profound business values and benefits to enterprise users.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 24
“Through 2009 there will be a swing toward buying pre-packaged analytic applications…(0.7 probability)”
Source: “Business Intelligence Scenario: Pervasive BI,” Gartner Symposium ITxpo 2006
What Gartner is Saying
Oracle BI Applications –Look & Feel
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Introduction to Oracle Business Intelligence
Applications
Oracle BI Applications
• Complete and comprehensive prebuilt BI solution to deliver Intuitive, role-based Intelligence to business users
• Integrates data from various sources like Oracle EBS, PeopleSoft, Siebel, JD Edwards into an Integrated data warehouse, optimized for analysis
• Rapid deployment, Lower TCO, Built-in best practices, Ease of extending the solutions to meet specific needs -All on one Common BI Foundation
© 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
1 2 3
Integrates Data for Analysis and Reporting• Prebuilt integration of data from Oracle EBS, PeopleSoft, Siebel, SAP and other
sources into an integrated data warehouse optimized for analysis
Delivers Personalized Performance Dashboards for Everyone• Thousands of prebuilt dashboards, reports, and alerts by business function and role
Provides User-Friendly Analytic Model of Enterprise Information and Metrics• Embedded best practice calculations, metrics, and KPIs• Easy for business people to access, analyze, and use the information
3
1
2
Oracle BI Applications..
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, JDE, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
Market-Leading Packaged Applications
CRM Analytics ERP Analytics
BI APPLICATIONSPerformance ManagementApplications
29
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, JDE, Custom
ExcelXML
BusinessProcess
OLAP
Fusion Middleware
Business Intelligence Foundation
Market-Leading Packaged Applications
CRM Analytics ERP AnalyticsSales | Service | Marketing Contact Center | Loyalty | Price
BI APPLICATIONSPerformance ManagementApplications Finance | Procurement | HR
Projects | Supply Chain
30
CRM ANALYTICS ERP ANALYTICSSALES
• Pipeline Analysis• Forecast Accuracy• Up-sell/Cross-sell• Cycle Times• Lead Conversion• Sales Team
Effectiveness
MARKETING
• Campaign Effectiveness
• Customer Insight• Product Propensity• Market Basket
Analysis• Campaign ROI
SERVICE & CONTACT CENTER
• Service Effectiveness
• Customer Satisfaction
• Resolution Rates• Service Rep
Efficiency• Service Cost• Service Trends
ORACLE BI SUITE ENTERPRISE EDITION
AND OTHER OPERATIONAL AND ANALYTIC SOURCESSOURCE ADAPTERS:
FINANCIALS
• General Ledger• Accounts
Receivable• Accounts Payable• Cash Flow• Profitability• Expense
Management
PROCUREMENT & SPEND
• Direct & Indirect Spend
• Buyer Productivity• Contract
Compliance• Supplier
Performance• Purchase Cycle
Time• Employee
Expense
SUPPLY CHAIN & ORDER MGMT
• Revenue & Backlog
• Inventory Analysis• Fulfillment Status• Customer Status• Order Cycle Time• BOM Analysis
PROJECTS
• Project Funding and Budget
• Product Cost• Project Revenue• Project Billing• Project Profitability
HUMAN RESOURCES
• Employee Productivity
• Compensation• Talent
Management• Recruiting Analysis• Learning Analysis• Workforce Profile
PRICE
• Price Segments• Price Waterfall
Analysis• Deal Life Cycle• Deal Desk
Analysis • Product Pricing
Performance
LOYALTY
• Member Demographics
• Membership Trends
• Program Revenue• Promotion
Effectiveness• Points Analysis
Oracle BI Applications Suite-Complete, Prebuilt, Best Practice Analytics
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Key benefits of Oracle BI Applications
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 33
Oracle BI ApplicationsComplete, Pre-built, Best Practice Analytics
Travel& TransAuto Comms
& MediaComplex
MfgConsumer
Sector Energy FinancialServices
HighTech
Insurance& Health
LifeSciences
Public Sector
and Other Operational & Analytic SourcesSource adapters:
Sales Marketing Procurement & Spend
Supply Chain & Order
ManagementFinancials Human
Resources
PipelineAnalysis
ForecastAccuracy
Sales Team Effectiveness
Up-sell/ Cross-sell
Cycle Times
Lead Conversion
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
ExpenseManagement
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact CenterService
Effectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
Oracle BI Suite Enterprise Edition
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 34
Key Benefits of Oracle BI Applications
• Insight• Gain visibility and insight into
business performance, processes, and customers
• Better decisions, actions, control at all levels
• Respond faster to opportunities and threats
• Identify and replicate best practices
• Alignment• Leverage
Typical Business challenges
FINANCE
HR
SUPPLYCHAIN
• How can I increase cash flow with more effective receivables, payables and inventory analysis?
• Which business units/product lines are enhancing profitability?• What operating expenses are over budget?
• Who are our “top performers” by job category?• What is the employee turnover rate by department and business unit?• How do we show the value of HR to upper management?
• How can we avoid supply bottlenecks and increase cost effectiveness?• How are our suppliers performing?• What is our optimal inventory level across all product lines?
• How can we track “Order to Cash” across all lines of business?• Which supplier can most quickly respond to a change in orders?• What products have the longest fulfillment cycles?
ORDERMGMT
Deeper Insight within Business Functions
FINANCIAL ANALYTICS• Analyze intra-period financial data by
department or role• Understand actuals against budgets• Maximize efficiency of collections• Identify most and least profitable
customers and products
HR ANALYTICS• Analyze workforce performance• Optimize staffing by department• Minimize employee turnover• Reduce the cost of compliance
reporting
SUPPLY CHAIN ANALYTICS
• Increase visibility into direct and indirect spend
• Understand and track cycle times• Visibility into supply and demand to
better manage inventory
ORDER MGMT ANALYTICS• Reduce “Order to Fulfillment” process
cycle time• Analyze shipping performance and
backlog trends• Identify top customers, risk customers
and slow paying customers
Role-Based Best Practices Provide Relevant and Actionable Insight for Everyone
Financial Analytics – Key Objectives and Questions by Role
Controllers and F&A Managers
Optimizing Management of Financial Performance• How can I reduce the time it takes to
generate periodic financial statements and reports?
• How can I get early notification of material events?
• How effectively are we managing our payables to our key suppliers?
• How is DSO being impacted by certain customers and by each receivables aging bucket?
VP of Finance and CFO
Actionable Insight for Improving Shareholder Value• Which business units and product lines
are enhancing company profitability and which are detracting from it?
• Are our profitability and balance sheet ratios improving relative to historical trends?
• How can I get early warnings about revenue misses so I can manage costs and still make earnings?
• How well are we meeting our financial goals and increasing shareholder value?
Department Managers
Complete Insight into Departmental Revenue and Cost Drivers
• Which customer segments are most profitable and why?
• What operating expenses are over budget?
• How do my division’s results compare to the previous quarter?
• How are my headcount/product costs tracking?
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 38
Key Benefits of Oracle BI Applications
• Insight• Alignment
• Gain a single, consistent view of enterprise information across functions & data sources
• Align strategy and execution across functions
• Use guided analytics and best practice analytic workflows to drive the best actions
• Leverage
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 39
Operational Challenges
• Delayed, inaccurate reporting• Conflicting, departmentally-biased results
SalesData
Marketing Operations FinanceSales
Analyses, ReportsExecutives
IT
Cross-functional analysis only by ITSub-optimal enterprise performance
OperationsData 1
FinanceData N
FinanceData 1
OperationsData N
DataWarehouse
MarketingData
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 40
Valuable Insights Often Require Data from Multiple Departments and Sources
How do I proactively manage risks of my receivables portfolio?
How does supplier performance impact customer satisfaction and revenue?
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dis
trib
utio
n
Fina
nce
HR
/Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
How does call center agent tenure, training, & compensation affect efficiency and cross-selling performance?
Oracle BI Applications Provide a Single Integrated View of Enterprise InformationINTEGRATED DATA
WAREHOUSE• Integrated enterprise-wide intelligence• Summary level to lowest level of detail• Data warehousing best practices –
conformed dimensions, lowest level of granularity, full change histories for time comparisons, built for speed, extensible
DATA INTEGRATION FROM MULTIPLE SOURCES
• Call center telephony (IVR, ACD, CTI)• Syndicated data• Universal Adapters
41
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
Decision Workflows – Financial Analytics
• Business Function Receivables
• Role Director, Credits & Collections
• Objectives– Maximize cash flow– Control risk of
receivables portfolio
Target collection effortsto reduce overduebalances
Drill tooverdue invoice detail
Who are the customersand collectors?
How long is theunderlying overduebalance pending?
Is overdue balancestrending up?
Is DSO on target?
Maximize cash flow
Drill todue balances by region
What is the aging ofdue balances?
Are payment termsin compliance?
Is DPO on target?
BusinessObjectives/Issues
GainInsights
TakeAction
Decision Workflows – Financial Analytics
Target collection effortsto reduce overduebalances
How long is theunderlying overduebalance pending?
Maximize cash flow
Drill toDetail
Business Objectives/Issues
GainInsights
TakeAction
Who are the customers?
Drill tooverdue invoice detail
Is overdue balancestrending up?
Is DSO on target?
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 44
Key Benefits of Oracle BI Applications
• Insight• Alignment• Leverage
• Do more with less – deploy BI more broadly with fewer IT resources than custom-build
• Accelerate time-to-value, lower TCO and risk
• Increase the value of existing data and applications, including CRM and ERP
DASHBOARDS& REPORTS
• Prebuilt best practice library
• “One size does NOT fit all”
SUBJECT AREASMany metrics and dimensional attributes not surfaced by prebuilt dashboards and reports
Possibilities are endlessIncremental work to build tons more content from this foundation
More than just dashboards and reportsValue of BI Apps lies under the surface
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 45
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Pre built Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others
Pre built 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 andMapping
DW Design
Define Metrics& Dashboards
Back-end ETL andMapping
DW Design
Define Metrics& Dashboards
Training / Roll-out
Training / Rollout
Months or Years
Results• 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
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Applications 7.9.6 - Business ContentOver 8,000 pre-defined assets
BI Application Dashboards Dashboard Pages Reports Metrics
Sales 14 33 620 596
Price 5 32 92 453
Marketing 5 27 124 325
Loyalty 4 15 60 194
Service 8 15 102 308
Contact Center 5 17 72 209
Financials 6 36 255 488
HR 9 45 238 335
Supply Chain & Order Mgmt 3 22 176 364
Procurement & Spend 5 25 266 264
Project 3 15 146 323
All Industry Apps 44 147 1,117 1,216
Total 111 429 3,268 5,075
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
In this presentation we discussed, • Business Intelligence and its needs• Oracle Business Intelligence Applications• Advantages of Oracle Business Intelligence Applications
Summary
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampOracle BI Apps – Business demo
Business Scenario
This demo is built around an enterprise called Vision Corporation. Barry Erickson is the VP of HR at Vision Corporation. Having just come out of a business downturn, Vision corporation has a business plan of increasing its revenue by 50% in the next 3 years. How to develop talent pipeline to better support changing Business dynamics is one of Barry’s Key objectives. He wants to make sure HR is well prepared to supply and develop the talents needed for business growth.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Business Scenario..
Vision Corporation has just completed implementing Workforce analytics module of Oracle BI Applications. Barry now can rely on the workforce dashboard to monitor key workforce trends and proactively manage potential talent management issues. The demo will show how Barry uses the power of “Pervasive Business Intelligence” to achieve operational excellence
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Demo
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Applications Features
BI Applications Features
• Multiple Calendar Model• Multiple Currency Model• Data Integration from Multiple sources• Localization• Party data model• Tight Integration with source system• Foundation Intelligence Library• Extending the value of BI
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Multiple Calendar model
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multiple Calendar Support
• Supports Gregorian and Fiscal hierarchies out of the box
• Allows configuration of fiscal calendar, e.g. 4-4-5
• Configuration to support multiple fiscal hierarchies depending on user profile
• Requires Initialization block to read user profile
• Dynamically use the appropriate calendar table
• CRM On Demand implementation supports 12 fiscal calendars
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multiple Calendar Support
• 7.9.6 Onwards Multiple Fiscal Calendars Sourced from ERP (Oracle E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne) and associated to Ledgers and/or Operating Units
• May have one or multiple Adjustment Periods per fiscal calendar
• Support aggregation of facts from child to parent level for the supported calendars where applicable e.g. Fiscal Day to Fiscal Quarter
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multiple Calendar Support-Example
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Enterprise Calendar Support• Ability to define an ‘Enterprise Calendar’ ,Common
‘base’ calendar, Fiscal or Gregorian, for reporting purposes.
• Facilitates cross functional reporting, when functional areas use different calendars between them.
• Users can drill across facts,combine measures from different facts to yield meaningful analysis
• Enterprise Calendar set up is through configuration as ETL parameter in DAC while setting up Fiscal Calendar
• Hierarchy:Day -> Enterprise Period -> Enterprise Quarter -> Enterprise Year
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Multiple Currency model
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multi Currency Support• BI Apps Physical Data Model stores and supports 5
currencies
• Document Currency is the currency of the transaction
• Local Currency - the currency in which accounting entries are recorded
• Global Currencies – common currencies used
• OOTB support for three global currencies (Global1, Global2, Global3)
• Support for more currencies need BIA customization
• Default currency for all BIA reporting is Global1
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multi Currency Support
• Every amount from source system is loaded into Document Currency amount and Local Currency amount
• Exchange rates sourced from source system to load each of the 3 global currencies
• Currency conversion is done at ETL time
• All currency amounts are stored as persisted calculations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Example of Multiple Currency
• 7.9.6 Onwards Multiple Fiscal Calendars Sourced from ERP (Oracle E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne) and associated to Ledgers and/or Operating Units
• May have one or multiple Adjustment Periods per fiscal calendar
• Support aggregation of facts from child to parent level for the supported calendars where applicable e.g. Fiscal Day to Fiscal Quarter
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Multiple Currency Support-Example
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Data Integration from multiple sources
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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 dimensionExample: Key_id for Products dimension
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Localization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Localization / Globalization• Dynamic Language Conversion (translation to 28 languages)
• Arabic, Chinese Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish
• BIA ETL setup have Codepage / Unicode support
• For different OLTP source system Databases
• 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
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Party Data model
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Party Model Support• Data Model have a single ‘Party’ entity, W_PARTY_D as a
“super set” dimension for following Different OLTP sources• To store Customer Org/Contact, • Customer Person (B2C),• Prospect• Supplier • Competitor
• Org and Person differentiated through• W_PARTY_ORG_D • W_PARTY_PER_D
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Party Model Support
• Customer Account modeled as a separate dimension• to represent financial relationship between Customer and
deploying company
• Conformed business party information across various functional areas (CRM and ERP) and source system party models (Oracle E-Business Suite, Siebel CRM, PeopleSoft Enterprise, and JD Edwards)
• Advantages of Party Dimension• Convenient for Customer 360 degree view • Facilitates cross functional area analysis
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Integration with source systems
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Applications can be embedded directly in the OLTP application
Siebel
E-Business Suite PeopleSoft
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 81
Unrivaled Integration with source systemExtends BI Value. Lowers TCO.
View performance “in-context” with budgets and plans
INTEGRATED WITH PLANNING AND EPMS
Seamless navigation from analytical information to transactional detail
ACTION LINKS – “INSIGHT TO ACTION”One login. Right content for each user.INTEGRATED SECURITY
Data Security
UserSecurity
ObjectSecurity
BPEL, ESB Oracle BI
Intelligence-driven business processesINTEGRATED WORKFLOW
Oracle BI Apps Security IntegrationTight security integration with Oracle Applications
Oracle BI Foundation
Right content shown to the right user
Supports iPlanet, Novell, MSFT AD,Oracle Identity Directory (OID), and others
Tightly integrated security model ObjectSecurity
UserSecurity
Data Security
Oracle BI Applications
SalesService &Contact Center
Marketing
Supply Chain & Order Management
Procurement & Spend Financials Human
Resources
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Foundation Intelligence
Library
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BIA Foundation Intelligence Library (FIL)
• The library is the implementation of best practices
• Facilitates rapid configuration of Dashboards
• Containing various types of reports
• Listed on Index Page
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BIA Foundation Intelligence Library (FIL)• 25 best practice analytics dashboard libraries
for each BI Application• History, Trending, Distribution,Tiering, and
more• Leverages Advanced OBIEE Features
• Answers Formula Aggregations • Presentation Variables• Advanced View Layouts• Extensive, In-context Embedded Help
• Benefits• Dramatic expansion of content providing
function-specific, deep insight for each BI Application
• Best practice library provides rapid adoption of advanced OBI EE features
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Seasonality : Patterns of monthly or quarterly values by year, over multiple years
Comparative Trending : Comparative monthly or quarterly trend charts for several individuals on a single metric
Eighty Twenty : Contribution measure of upper tier of a specific population
Toppers Heat-map :Top Individuals for two distinct dimensions on a single metric. Includes bi-dimensional matrix.
Comparative Distribution : Comparative representations of statistical distribution for a selected population over a dimension. ‘How is sales order size distributed year to year ?'
Value Based Tiering : Tier total of a metric in clusters (tiers) of equal values, with descending order of individuals
BIA Foundation Intelligence Library
Waterfall : Shows how an initial value is increased and decreased by a series of intermediate values
Scatter Cloud : Graphical summary of a set of data. Displays measures of central median, dispersion and skew
Benchmarking : Relative performance of individuals in a dimension benchmarked against a specific individual
Box plot Whisker : Comparative summary of a set of data. For each value in a dimension, shows measures of central, average, dispersion and skew
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Page showing summary content of FIL for one single Subject Area. Allows easy, single-click access to each page and each online report documentation.
BI Apps Foundation Intelligence Library Index Page
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
•Detailed online functional and technical documentation content for each FIL report, accessible directly in context from each dashboards
•Comprehensive FAQ section with deployment, debug, and customization guidance
Foundation Intelligence Library Embedded Help
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Extending the value of BI
© 2009 Oracle Corporation – Proprietary and Confidential
© 2009 Oracle Corporation – Proprietary and Confidential
BI Enterprise Edition Presentation Examples
CFO
How well are we meeting our financial goals and increasing shareholder value?
How can I get early warnings about revenue misses so I can manage costs and still make earnings?
Role Based Dashboards
How can I reduce the time it takes to generate periodic financial statements and reports?
What is our cash flow cycle and average DSO?
Controller
Line Manager
How is my department performing against planned budget/forecast?
What operating expenses are over budget?
© 2009 Oracle Corporation – Proprietary and Confidential
DashboardPages
Roles
Performance Measures
Reports based on Multiple Sources
FlexibleView Selectors
Prebuilt Reportswith over 5200 metrics
Conditional Navigation
Highlighting
Guided Navigation
Example: Role Based Dashboard
© 2009 Oracle Corporation – Proprietary and Confidential
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 93
Align Actions with Best PracticesGuided & Conditional Navigation Helps Novice Users
• 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
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
GUIDED NAVIGATION
CONDITIONAL NAVIGATION
Guided drilldown
Actual TransactionsActual Transactions
Detail InformationDetail Information
Summary & TrendsSummary & Trends
© 2009 Oracle Corporation – Proprietary and Confidential
Integrated Security
© 2009 Oracle Corporation – Proprietary and Confidential
© 2009 Oracle Corporation – Proprietary and Confidential
BI Integration
Oracle Disconnected Analytics
© 2009 Oracle Corporation – Proprietary and Confidential
Oracle Briefing Books
© 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary
In this presentation, the features of Oracle BI Applications we discussed are,
• Multiple Calendar Model
• Multiple Currency Model
• Data Integration from Multiple sources
• Localization
• Party data model
• Tight Integration with source system
• Foundation Intelligence Library
• Extending the value of BI
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Architecture Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Architecture Overview Agenda
•Product Overview
•Technical Overview
•Oracle Business Intelligence enterprise edition
•ETL – Overview
•ETL – Informatica Overview
•Data Warehouse Administration Console
Product Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Oracle BI Applications - Multi-source Analytic Apps Built on BI Suite EE Plus
PackagedPackagedETL MapsETL Maps
UniversalUniversalAdaptersAdapters
IVR, ACD, CTIIVR, ACD, CTIHyperionHyperionMS ExcelMS Excel
Other Data SourcesOther Data Sources
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Apps built on
Oracle BI EE Plus• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports• Common Enterprise Information Model
• Based on industry and analytic best practices
Oracle BI Applications
SalesService &Contact Center
Marketing
Supply Chain & Order
Management
Procurement & Spend Financials Human
Resources
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Technical Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI-Apps Technical Components
• Oracle Business Intelligence Enterprise Edition• Informatica• Data warehouse Administration Console
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• 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
Adm
inis
trat
ion
Met
adat
a
Oracle BI Presentation
ServicesDashboards 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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDWOther
Oracle BI Applications Architecture
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
OBIEE
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Web Catalog OverviewA
dmin
istr
atio
n
Met
adat
a
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
DA
C
Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW
Oracle BI Presentation
ServicesDashboards by Role
Reports, Analysis / Analytic Workflows
•Role based dashboards•Prebuilt Reports/Dashboards•Guided Navigation•Conditional navigational links•Analytic Workflows•Alerts•Highlighting•Action Links to Oracle EBS, PeopleSoft, Siebel CRM
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Role Based Dashboard
DashboardPages
RolesPerformance
Measures
Reports based on Multiple Sources
FlexibleView Selectors
Prebuilt Reportswith over 5200 metrics
Conditional Navigation
Highlighting
Guided Navigation
Example: Role Based Dashboard
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Guided Navigation 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
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Drill toDetail
Analytic Workflows – Financial Analytics
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Navigate from Analytical to Operational Data
•Seamless navigation from analytical information to transactional detail.
•Works with Oracle EBS, Siebel CRM, PeopleSoft
Action Links
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Adm
inis
trat
ion
Met
adat
a
Oracle BI Presentation
ServicesDashboards by Role
Reports, Analysis / Analytic Workflows
Direct Access to
Source Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data SourcesSiebelOracle SAP R/3 PSFT EDWOther
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI Server
•Multi-layered Abstraction•Prebuilt Metrics/Dimensions•Prebuilt hierarchy drills and cross dimensional drills •Prebuilt Aggregate navigation•Multi-pass complex calculated Metrics / KPIs•Federation of queries•Visibility & Personalization
Server Repository Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Applications – Prebuilt Metadata
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications – Prebuilt Metadata
OBI EE Plus vs. BI Applications
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
ETL - Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Adm
inis
trat
ion
Met
adat
a
Oracle BI Presentation
ServicesDashboards 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 ModelD
AC
Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction Process
DA
C
• Multiple Approaches to loading source data
• ETL Layered architecture for extract, universal staging and load
• Provides modularity and extensibility
• Architected for performance• All mappings architected with
incremental extractions• Data Warehouse Administration
Console (DAC)• Application Administration,
Execution and Monitoring
ETL Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Adm
inis
trat
ion
Met
adat
a
Oracle BI Presentation
ServicesDashboards 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
DA
C
Federated Data SourcesSiebelOracle SAP R/3 PSFT EDW Other
ETL
Load Process
Staging Area
Extraction Process
DA
C
Load
Load
Extr
act
Extr
act
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel OLTPOLTP OracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r ABAP
App
Laye
r
Business AnalyticsBusiness AnalyticsWarehouseWarehouse
ETL Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Load
Load
Extr
act
Extr
act
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Extract
OtherOtherSiebel Siebel OLTPOLTP OracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r ABAP
App
Laye
r
Business AnalyticsBusiness AnalyticsWarehouseWarehouse
Extract• 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
Data Extraction and Load Process
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Load
Load
Extr
act
Extr
act
PeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel OLTPOLTP OracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r ABAP
App
Laye
r
Business Analytics Business Analytics WarehouseWarehouse
Extraction Modes• Direct Database Access
• Oracle EBS• Siebel CRM
• PowerConnect technology• 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
Data Extraction and Load Process
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Extraction and Load Process
Load
Load
Extr
act
Extr
act
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel OLTPOLTP OracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r ABAP
App
Laye
r
Business AnalyticsBusiness AnalyticsWarehouseWarehouse
• Source Independent Layer• Encapsulates warehouse load
logic• Handles:
• Slowly changing dimensions• Key lookup resolution /
surrogate key generation• Insert/update strategies• Currency conversion• Data consolidation
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
ETL – Informatica Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Informatica PowerCenter Components- Services
• Informatica PowerCenter Administration Console • Configuration of domains • Support for server-grids • Configuration of services
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Node Name:node01_oracle2go
Domain Dame:Domain_oracle2go
Informatica PowerCenter Components- Clients
• Informatica PowerCenter Client-tools: • Repository Manager • Designer • Workflow Manager • Workflow Monitor
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary• In this presentation we have discussed the following points
• Describe the Oracle Business Intelligence Applications Logical architecture
• List the components supporting the Oracle Business Analytics Warehouse and list the functions performed by each one of them.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps DAC Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Warehouse Administration Console
• Is a centralized console, providing access to the entire OBAW application to create, configure, and execute ETL
• Provides a framework for managing the entire life cycle of the OBAW implementations
• Provides an ‘easy-to-use’ interface for deploying, defining, administering, and monitoring data warehouse processes
Data Warehouse Administration Console - Advantages
• Exists as a dedicated component only for BI-APPS• Simplifies ETL customization and execution • Defines ETL subject areas and execution plans • Automates configuration of ETL for full and
incremental load of subject areas.• Performs automatic index management • Prioritizes and load balances ETL workflow execution • Compiles historical tracking of diagnostic ETL logs • Provides restart of ETL execution from point of failure• Updates database statistics on OBAW tables and
indexes
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
DAC Architecture
DAC User Interface
DAC Server Monitor icon:
orange = running;
red = not running; green = executing ETL
View buttons
Container Name
Subject Areas
Tabs access DAC entities
Navigation Tree
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
DAC - Views• DAC – Views are accessed through the View menu or
buttons • DAC – Views include Design,Setup and Execute
DAC - Views
Subject areas
Editable list of tasks
Editable list of tables
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Design View • Provides access to view and define subject areas,tasks,data model and
related entities.• Specific to the selected source system container • Top pane contains tabs, each of which represents a component of the
subject area, in descending order• Bottom pane contains child tabs that relate to the tab selected in the
top pane
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
DAC - Views
Subject areas
Editable list of tasks
Editable list of tables
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Setup View • Provides access to set up DAC system properties,Informatica
servers,Database connections and E-mail notification.
Source system properties
Informatica Servers
Data Sources
Email Recipients
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Setup View: DAC System Properties Tab
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Setup View: DAC System Properties
• Properties determine the behavior of the DAC server. • Examples
• Analyze Frequency (in days) - Number of days before DAC automatically updates database statistics
• CreateQueryIndexesAtTheEnd - During ETL, DAC server drops all query indices on targets; if set to True, DAC server groups all indices for creation after ETL is complete
• Analyze Tables - If set to True, DAC server automatically issues statements to update statistics when a table is truncated and loaded
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Setup View: Physical Data Sources Tab • The Physical Data Sources tab is used to define
database connections for transactional and OBAW databases.
Target Warehouse Instance
Name,Schema Name and Database
credentials
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Execute View • Provides access to run, schedule, and monitor
execution plans
List of all execution plans
Execute Tab
Run History Tab
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DAC Containers • Entities in the DAC repository that define a source transactional
system • Contain DAC repository objects corresponding to the source
system • Standard container are preconfigured and cannot be modified • Can be copied to create custom containers
• Changes are tracked in the DAC. • Objects in copied custom containers are referenced from
the copied owner container. 1. Custom Container2. Oracle 11.5.103. Siebel7.8
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DAC Objects
• Are stored in the DAC repository in a hierarchical format that defines a warehouse application.
• Are associated with a source system container • Can be referenced objects in other containers • Can be cloned objects in other containers
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
DAC Object Hierarchy
TasksTables
Dependencies
Execution Plans
Subject Areas
Schedules
Container
SDE_ORA_SALES_ORDERLINESFACT
W_SALES_ORDER_LINE_F
Complete Oracle 11.5.10
Sales – Order Lines
Monthly Sales Plan
EBS11.5.10
Extra Fact
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DAC Objects • DAC objects include:
• Execution plans • Contain one or more subject areas • Derive component tables from subject areas • Can be executed manually or scheduled
• Subject areas • Logical grouping of tables related to a subject or
application • Assigned to execution plans
• Tables• Physical database tables in the transactional or
OBAW• Can be source, fact, dimension, hierarchy,
aggregate, or staging, among others
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
DAC Objects • DAC objects include:
• Tasks • Unique steps executed during ETL • Related to data transformation or database objects • Associated with a set of source and target database
tables,calling Informatica workflows • Can also create files, call database stored
procedures, and execute SQL or XML scripts or operating system commands
• Task Groups • A group of tasks you define to impose a specific
execution order
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Tasks:Task Definitions
• The tasks tab is used to configure tasks.Tasks Tab
Task Name
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Tasks:Source and Target Tables Child Tabs
• Source Tables and Target Tables tabs are used to specify source and target tables for tasks.
Specifies the table type to be “Source Table”
Specifies the name of source table
Container Name
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Tasks: Build Image• The Build Image flag invokes the change capture
process for the base source tables listed for the task in Siebel CRM containers.
• Change capture is an internal DAC task that populates image tables of the corresponding base source tables.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Tasks: Build Image • The Build Image flag invokes the change capture processes both
Primary and Auxiliary source tables. • Primary: Primary source of data; track change in a single table • Auxiliary: Secondary source of data; track change in more than one
table
Image Suffix is 137 for S2_ADDR_ORG
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Tasks: Build Image
• All Primary or Auxiliary table sources in the Siebel database are assigned an Image Suffix to assist with the change capture process.
• For example, S_ETL_R_IMG_73, S_ETL_I_IMG_73, and S_ETL_D_IMG_73 are the image tables for the S_INVOICE base source table.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Tasks: Phase Dependency Tab • Task Phase Dependency allows you to change the task
execution order. • It manages three properties:
• Action - The action to be taken in relation to the phase dependency • Wait: Wait for tasks of a specified phase to complete. • Block: Block all tasks of a specified phase from execution
until the specified task has been executed. • Grain
• For blocks, specifies whether the block affects all tasks of the specified phase or related tasks for the specified task• All: Action affects all tasks. • Related: Indicates the action will affect only related tasks
• Phase • The phase that applies to the action
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Tables• Tables represent physical database tables in the
transactional or OBAW databases. • The Tables tab is used to define the data warehouse
data model.
List of IndexesSuffix number of image tables if table is a image
table
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Subject Areas • Logical grouping of tables and tasks:• Extract for Invoice Fact and Load for Invoice Fact tasks are
part of the CRM - Sales subject area for the Siebel 7.8 container.
• Assembling a Subject Area
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Execution Plans • Contain one or more subject areas from the same
source system container, defined based on business requirements
• Created and configured in the Execution Plans tab of the execute view
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Examining Task Dependencies • The task dependencies for an execution plan are
available in the Ordered Tasks child tab.
Level of the task's dependency
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Resetting OBAW • To delete Refresh Dates and run a full load of OBAW:
• Select Tools > ETL Management > Reset Data Warehouse
• Confirm that you want to perform a full truncate and load
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary
• In this presentation, we have discussed how to:• Use the tools and views of the Data Warehouse
Administration Console (DAC) • Describe DAC objects, how they relate to each
other, and their roles in Oracle Business Analytics Warehouse (OBAW) ETL
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Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Configurations for EBS and Siebel
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Configuration Agenda
•Source-Independent configurations
•Oracle EBS-Specific common configurations
•Oracle- BI Repository Connection Configurations
Source Independent Configurations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Source-Independent configurations
• Remain common across all the source systems and across all applications.
The following parameters remain common for all the source systems and across all the applications.• Initial Extract Date• Global Currencies• Exchange Rate • Fiscal Calendars
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Source-Independent configurations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Initial Extract Dates
Global Currencies and Exchange Rates
Configure Global Currencies• Oracle Business Analytics Warehouse stores
amounts in 3 types of currencies• Document currency - Currency in which transaction has
occurred.• Local currency - Currency in which accounting entries are
recorded.• Global currency - Oracle BI Applications provides three global
currencies,which are the common currencies used by the Oracle Business Analytics Warehouse.
• DAC – Parameters to be set are• $$GLOBAL1_CURR_CODE (for the document currency).• $$GLOBAL2_CURR_CODE (for the local currency).• $$GLOBAL3_CURR_CODE (for the global currency)
Configure Fiscal Calendars• Oracle Business Intelligence Applications Version 7.9.6
supports the following calendar formats:• Enterprise (Global) - cross functional reporting calendar, which can
be fiscal or Gregorian.• Fiscal - Accounting or financial calendar• Gregorian - Regular calendar that starts on January 1st and ends on
December 31st.• 13 Period - a calendar is which each year is comprised of 13
periods.• 4-4-5 - each year is composed of twelve periods of either four weeks
of 28 days or five weeks of 35 days.• W_DAY_D is the base table that represents the time
dimension in the Oracle Business Analytics Warehouse• DAC parameters to be set are
• $$START_DATE - Specifies the start date of calendar• $$END_DATE - Specifies end date of calendar
Siebel – Specific Common Configurations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Siebel-Specific Common Configuration Steps• Siebel transactional source table (S_) from which
data is extracted• S_ETL_I_IMG_ table• S_ETL_R_IMG_ table
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eBS – Specific Common Configurations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
eBS-Specific Common Configuration Steps• Configuration Required Before a Full Load for Oracle eBS
• Configuration of Product Hierarchy (Except for GL, HR Modules)• Assign UNSPSC Codes to Products• Configure the Master Inventory Organization in Product Dimension
Extract for Oracle 11i Adapter (Except for GL & HR Modules)• Map Oracle GL Natural Accounts to Group Account Numbers• Configuring GL Account Hierarchies• Geography Dimension for Oracle EBS
• Configuration for Controlling the data Set for Oracle eBS• Configure the Country Region and State Region Name• Configure the State Name• Configure the Country Name• Configure the Make-Buy Indicator• Configure Country Codes
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•Identify Category Sets from Oracle eBS.•Configure DAC Source System Parameters for ProductHierarchy.
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Configuration of Product Hierarchy (Except for GL, HR Modules)
Parameter INV_PRODCAT_SE
T_ID1
Assign UNSPSC Codes to Products
• United Nations Standard Products and Services(UNSPSC) provides an open, global multi-sector standard for efficient and accurate classification of products and services.
• Load the file contents “file_unspsc.csv” into the W_PROD_CAT_DH table.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Map Oracle GL Natural Accounts to Group Account Numbers
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
CHART OFACCOUNTS ID
FROM ACCT TO ACCT GROUP_ACCT_NUM
1 101010 101099 CA
1 131010 131939 FG INV
1 152121 152401 RM INV
1 171101 171901 WIP INV
1 173001 173001 PPE
Configuring GL Account Hierarchies
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
•Required if deploying either Oracle Financial Analytics or Oracle Procurement and Spend Analytics or Oracle Supply Chain and Order Management Analytics
•Ways to configure GL-Account Hierarchies.•Using GL Accounting Flex field Value Sets Definitions
•Using Financial Statement Generator (FSG) Report Definition (for Oracle eBS)
Geography Dimension for Oracle eBS• Geography dimension is used as a roll-up dimension for the
Business Location and Geography dimensions.• The file that needs to be configured is
domainValues_GeoCountry_ISO_Country_Codes_ora.csv
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Oracle – BI Repository Connection Configurations
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Connection Pools in the OBA• General Configurations
• Data Warehouse Connection Pool• Data Warehouse Repository Initblocks Connection Pool• Static variables:
• OLAP_DSN• OLAP_USER• OLAPTBO
• Oracle SIEBEL OLTP specific configurations• Siebel OLTP DBAuth Connection Pool• Siebel OLTP Connection Pool• Static Variables to be set are OLTP_DSN and OLTP_USER
• Oracle EBS OLTP specific configurations• Oracle EBS OLTP DBAuth Connection Pool.• Oracle EBS OLTP Connection Pool. • Static Variables to be set are ORA_EBS_OLTP_DSN and
ORA_EBS_OLTP_USER.
Repository connectionsData warehouse Connection pool
Data warehouse Init Blocks
connection poolEbs OLTP Connection Pool
Siebel OLTP connection pool
• In this presentation we have discussed the following points• Describe the common configurations .• Describe common configurations required for EBS source
system.• Describe the OBIEE repository configurations.
Summary
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Data Model
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Data Model
• Objectives
• Data Model Overview
• Conformed Dimensions
• Type of Facts
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Data Model Overview
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Data Warehouse• The BIA data warehouse is build using database tables• Classified as
• Target tables• Dimension tables• Mini Dimension tables• Sub Dimension tables• Fact Tables• Dimension hierarchies tables• Extension tables
• Staging tables• Dimension Staging tables• Fact Staging tables
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Warehouse table naming Convention
• Naming Convention for Data warehouse• All table names are prefixed with W_*(W for data warehouse)• Tables used as dimensions are suffixed with _D• Tables used as dimension hierarchies are suffixed with _DH• Tables used as mini dimension are suffixed with _MD• Tables used as facts are suffixed with _F• Tables used as aggregates are suffixed with _A• Tables used as extensions are suffixed with _dwx• Tables used as dimension staging are suffixed with _DS• Tables used as fact staging are suffixed with _FS
Fact/Dimension Tables Structure• Fact/Dimension Tables together creates Star Schema• Each table has following set of columns
• INTEGRATION_ID - Unique identifier• DATASOURCE_NUM_ID - Identifier for OLTP source• ROW_WID - Surrogated Key • ETL_PROC_WID – ETL Process Used
• In each Dimension table• ROW_WID is a numeric column used to join to fact tables• In some cases, the ROW_WID is shared between the
dimension and dimension hierarchy tables• ROW_WID value of zero is reserved for unspecified
combination of natural keys in fact tables of natural keys in fact tables
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Fact/Dimension Tables Structure• Fact/Dimension Tables together creates Star Schema• Example is given below
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
ROW_WID
INTEGRATION_ID
DATASOURCE_NUM_ID
ETL_PROC_WID
ROW_WID INTEGRATION_ID
DATASOURCE_NUM_ID
ETL_PROC_WID
ROW_WID
INTEGRATION_ID
DATASOURCE_NUM_ID
ETL_PROC_WID
ROW_WID_OF_DIM1
ROW_WID_OF_DIM2
Fact Table
Diemnsion 1 Dimension 2
Dimension Hierarchies Tables
• Tree hierarchies are flattened and stored in DH tables• Example : Org Structure, Product Hierarchies
• They contain level indicators in them• Used to decode Hierarchies at run time
• Some pre built hierarchy tables are as belowW_GEO_REGION_DH W_INDUSTRY_DH
W_INT_ORG_DH W_OPTY_DH
W_ORG_DH W_PERIOD_DH
W_POSITION_DH W_PRODUCT_DH
W_PRODCAT_DH W_REGN_DH
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Dimension Hierarchies Tables
•Example a Hierarchy is flattened in form of table
•L1 is highest level forms left most column
•L5 is lowest level forms the rightmost column
L1
L2
L3
L4
L5
L1 l2 L3 L4 L5
Table
Hierarchy
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Mini Dimension
• Mini dimension represent Miniature of Full Dimensions• They have most frequently queried attributes (columns)
• Of other full dimensions in BIA data warehouse• Hence used as tool to Improve Performance/Convenience
• Some pre built mini dimension tables are given below• W_RESPONSE_MD• W_ASSET_MD• W_OPTY_MD• W_ORDER_MD• W_SRVREQ_MD
Staging Tables• Populate with the incremental data from source
• Target in extract processes
a.k.a Source Dependent Extract(SDE)
• Source tables for load processes
a.k.a Source Independent Load (SIL)
• Different type of staging tables used for Dimension and Fact Staging
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Aggregate Tables• The aggregate tables are precompiled aggregated
data
• Aggregation is performed in ETL process
• At run time it saves time needed for aggregation
• Hence used as tool to improve performance
Day_WID Product_Row_WID ___1 12 1
2 Month_ROW_WID Product_Row_WID ___30 1 1
2 12
30Transaction Grain Table
Aggregate Grain Table
Star Schema• Is a denormalized format
that is more effective for query processing
• Is populated by ETL processes
• Is composed of One fact table and a set of dimension tables
• The joins that relate the dimension tables to the fact table are 1 to N nature
Dimension
DimensionDimension
Dimension
Fact
<Insert Picture Here>
Conformed Dimensions
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For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Conformed Dimension• Conformed dimension represent common business entities
• Example is Time/Customer/Products
• Conformed dimension do not change with Source System/Business logic/BIA Module
• They remain intact even when we customize BIA• They remain intact when we expand data warehouse• They contain Hierarchies that changes on Business Process
EAI
Products
Manufacturing Products
Sales Products
Supplier Products
•
•
Stores primary product information such as Product Num, Description, Type, Hierarchy etc.
Stores MRP attributes of product at Plant/Storage Location level such as Safety Stock, Lot Size etc.
Stores sales related information of product at Product and Sales Org such as Sales Price and Order Shipping Times etc.
Stores vendor related information of product at Product and Supplier level such as Pricing and Order Lead Times etc.
Oracle Business Analytics Warehouse - Product Family Dimensions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
EAI
Customers
Customer Locations
Customer Contacts
Customer Accounts
Household
•
•
Stores primary customer information such as Customer Number, Name etc.
Stores customer location information such as Ship To, Bill to and Sold To etc.
Stores customer contact /address information such as Business Contact, Account Manager etc.
Stores customer account information such as Credit Limit, Pay Terms code etc
Stores household information such as Household Primary Name, Number of People within Household, Wealth etc.
Oracle Business Analytics Warehouse – Customer Family Dimensions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
EAIETL
Supplier
Supplier Accounts
•
Stores primary supplier information such as Supplier Number, Name etc.
Stores supplier account information such as Bill Of Exchange Limit, Pay Terms code etc.
Oracle Business Analytics Warehouse – Supplier Family Dimensions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Employees
Positions
Business Contacts
Users
•
Stores primary employee information such as Employee Number, Name, Gender etc.
Stores information about HR positions (E.g. Western Area Sales Manager) filled in by employees and their hierarchy
Stores contact /address information of internal contacts such as Sales Rep, Sales Manager and Account Manager etc.
Stores employee Login and Security Profile Information
Oracle Business Analytics Warehouse – Employee Family Dimensions
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EAIETL
Business Organizations
Business Locations
Stores information of all internal organizations such as Company/Legal Entity, Purchasing Organization, Sales Organization etc.
Stores information of all internal locations such as Plant/Warehouse, Shipping Location, Receiving Location etc.
Oracle Business Analytics Warehouse – Internal Orgs and Location Dimensions
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EAIETL
Date
Hour of the Day
• Stores the information of the day at a grain of hour
Stores Gregorian and Fiscal calendar hierarchy information
Time of the Day Stores the information of the day at a grain of Seconds
Oracle Business Analytics Warehouse – Date Family Dimensions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
EAI
Employment
Jobs
Pay Grades
Pay Types
•
• •
Stores information about Employment Status, Sub-Status, Employment Category, Full Time Flag, Exempt Flag etc.
Stores information about different jobs in an organization such as Job Code, Job Description, Job Level etc.
Stores information about range of pay for various pay grades such as Pay Grade Code, Description, Upper and Lower Limits of pay
Stores information about various types of compensation or deduction such as Type Code, Description, Taxable Flag, Group etc.
Oracle Business Analytics Warehouse – HR Specific Dimensions
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EAI
Profit Centers
Cost Centers
Event Types
Reasons
Terms
•
Stores profit center information such as Number, Name and Hierarchy etc.
Stores cost center information such as Number, Name and Hierarchy etc.
Stores attributes for all possible event types for any activity such as Event Category, Event Class, Event Group etc.
Stores various reasons for which customers contact an organization such as “calling about new products”.
Stores different attributes of payment terms such as Term Name, Category, Type, Day Limit etc.
MethodsStores information about Payment Methods etc
Oracle Business Analytics Warehouse – Other Conformed Dimensions
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<Insert Picture Here>
Type of Facts
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Types of Fact Tables• In BIA most vital Information is the Facts
• e.g. Sales Order Lines, Sales Cycle Lines, etc.
• Types of Fact Tables• Transactional Facts• Snapshot Facts• Cycle Lines Facts• State Transition Facts• Aggregate Facts
Transactional Facts• Mirror of transactional data from the source
• Usually Transferred with any transformation/aggregation
• Do exist is same form inside OLTP application• Useful in Data Reconciliation with OLTP
• Lowest atomic grain of each transactional record• Useful with Business Transaction Id (natural
key)• E.g. Employee Events Fact, Order Lines Fact
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Snapshot Facts
• Snapshot of balances across time• Please note Time is most important dimension to replace
• Useful Information which often get overwritten in EBS• Many snapshots over time(series) draw trends over
time• Mostly is related to monetary/material information
• For which Balance represents valuable information
• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline
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Cycle Lines Facts
• Typically store process cycle times• Total Time to finish a business cycle for One Transaction
• example Total Time to accomplish given Order • Average time to finish a business cycle for One Process
• example Average Time to fulfill all Orders• Used to monitor performance of Business Cycles
• Derived from multiple fact tables• E.g. Sales Order Cycle Lines, Purchase Cycle Lines
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
State Transition Facts• Required for specialized transition count metrics
• Count of number of entities • In a given state at given time• Have changed states• Example Added/Deleted Customers today
• Usually a Count of a Business Entity
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Aggregate Facts• Build using Aggregation of Transactional facts
• Aggregation is done over different levels of Dimension
• Monthly/Yearly/Quarterly• Using Different aggregation operators
• Example Sum/Min/Max• Customizable by changing Aggregation
Operator/Level• Performance enhancement on key metrics
• E.g. Payroll Aggregate (out of box monthly, but configurable to other grains)
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Oracle Financial Analytics
Star Schemas
Oracle Financial AnalyticsSubject Areas
• AR Overview• AR Balance• AR Invoice Aging• AR Transactions• AP Overview• AP Balance• AP Invoice Aging• AP Transactions
• GL Activity – Balance Sheet• GL Budget and Expenses• GL Activity – Cash Flow• GL Detail Transactions• Company Profitability• Customer Profitability• Product Profitability• Revenue Analysis
Oracle Financial AnalyticsAccounts Payables Transactions
AP Transactions
Company/Legal
Entity
EAIETL
BusinessArea
AP LineItem
Details
Cost Center
Purchasing
Org
Supplier
Date(Posted/Receipt/Invoice/Order..)
GL Account
SupplierAccount
PaymentTerms
Example Metrics• AP Avg Invoice Amount• AP Avg Payment Amount• AP Avg CR Memo Amount• AP Avg DR Memo Amount• AP Avg Supplier Payment
Days• AP Overdue Items to Total %• AP Payment Amt to Invoice %• AP Times Paid After Due• AP Times Paid Before Due• AP Total Payment Amount• AP Total Payment Days• AP Weighted Days in
PaymentsFeatures Includes 17 logical dimensions and 20 out of the box metrics Provides ability to analyze transactions at all levels Data stored at the line item level for all transactions – Payables, Payments
and Adjustments
Ledger
Oracle Financial AnalyticsAccounts Receivables Transactions
AR Transactions
Company/Legal
Entity
EAIETL
BusinessArea
Cust Loc(Bill to / Sold to..)
SalesRegion
SalesOrg
Customer
Date(Posted/Invoice/Order/
Transaction..)
GL Account
CustomerAccount
AR LineDetails
Example Metrics• AR Avg CR Memo Amount• AR Avg Customer Payment
Days• AR Avg DR Memo Amount• AR Avg Invoice Amount• AR Overdue Items to Total %• AR Times Paid After Due• AR Times Paid Before Due• AR Total Payment Amount• AR Total Payment Days• AR Unapplied Payment
Amount• AR Weighted Days in
Payments• AR Credit Memo Count• AR Debit Memo Count
Features Includes 20 logical dimensions and 23 out of the box metrics. Provides ability to analyze transactions at all levels – Summary and Details Data stored at the line item level for all transactions – Receivables, Payments
and Adjustments
Ledger
Oracle Financial AnalyticsGL Activity – Balance Sheet
GL Activity
BusinessArea
Date(Balance Dk..)
GLAccount
Company/Legal
Entity
Example Metrics• Operating Cycle• Cash Cycle• Working Capital
Turnover• LT Assets Turnover• Total Assets Turnover• Days Cash in Hand• Times Interest Earned• Debt to Equity• Current Ratio• Quick Ratio• Capex Ratio• NWC To Assets• Closing Group Amount
Features Includes 4 logical dimensions and 58 out of the box metrics Ability to publish a complete Balance Sheet including trial balance
analysis Provides ability to trend over time GL Balances and all metrics including
complete B/S
Ledger
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Oracle Supply Chain and Order Management Analytics
Star Schemas
Oracle Supply Chain and Order Management AnalyticsSubject Areas
• Sales Order Lines• Sales Booking Lines• Sales Schedule Lines• Sales Backlog Lines• Sales Backlog History• Sales Pick lines• Sales Invoice Lines
• Sales Cycle Lines• Sales Customer Status
History• Accounts Receivables• Inventory Balance• Inventory Transaction• Inventory Bill of Material
Sales Order Lines
Sales Order Details
EAIETL
Cust. LocationSold to / Ship to / Bill to
DatePayment Terms
Sales Channel
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsPlant / MfgShip / Storage
Sales Orgs
Example Metrics• # of Cancelled Order
Lines• # of Customers• # of First Customers• # of Order Lines• # of Orders• # of Products• # of Returned Order Lines• % Order Discount• Average # of Products per
Order• Average Order Size• Cancelled Amt / Qty• Orders to Booking Close
Rate• Outstanding Booking
Amt / Qty• Total Ordered Amt / Qty• Total Return Amt / Qty
Features Includes 27 logical dimensions and 33 out of the box metrics Provides ability to do detailed analysis of sales order lines Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Order Lines
Oracle Supply Chain and Order Management AnalyticsSales Booking Lines
Sales Booking Lines
Sales Order
Details
EAIETL
Cust LocationSold to / Ship to / Bill to
DatePayment Terms
Sales Channel
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsPlant /Ship / Storage
Sales Orgs
Example Metrics• # of Order Lines• # of Returned Lines• Adjustment Amount• Booked COGS• Booked List Amount• Discount Booked Amount• Number of Adjustments• RMA Value Rate• RMA Volume Rate• Total Booked Amount• Total Booked Quantity• Total Return Amount
Features Includes 25 logical dimensions and 12 out of the box metrics Provides ability to do analysis of bookings and insight for optimally handling
booking / RMA issues Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Schedule Lines
Sales Schedule Lines
Sales Schedule Details
Cust LocationSold to / Ship to / Bill to
Date
Sales Channel
ProductsMfg / Sales / Supplier
LocationsPlant / MfgShip / Storage
Sales Orgs
Example Metrics• Confirmed Scheduled
Base Quantity• Confirmed Scheduled
Quantity• Issued Early Quantity• Issued Late Quantity• Issued On time Quantity• Number of On Time
Scheduled Items• Scheduled COGS• Scheduled Items Issued
Quantity• Total Scheduled Amount
Features Includes 25 logical dimensions and 9 out of the box metrics Provides ability to do detailed analysis of the sales scheduling process Data stored at transaction grain and at schedule line level
Sales Order Details
Customers
Oracle Supply Chain and Order Management AnalyticsSales Backlog Lines
Sales Backlog Lines
Sales Order
Details
EAIETL
Cust LocationSold to / Ship to / Bill to
DateTxn. / Promised / Booked
Backlog Status
Sales Channel
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsMfg / Plant /Ship / Storage
Sales Orgs
Example Metrics• Hold Value Rate• Hold Volume Rate• Financial Backlog Amt /
Qty• Blocked Backlog Amt / Qty• Delinquent Backlog Amt /
Qty• Scheduled Backlog Amt /
Qty• Unscheduled Backlog Amt
/ Qty• Operational Backlog
Amount• Operational Backlog
Quantity• Total Open Credit Memo
Request Value• Total Open Debit Memo
Request Value• Total Open RMA ValueFeatures
Includes 27 logical dimensions and 22 out of the box metrics Provides ability to do analysis of backlog and insight for optimally handling
backlog issues Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Backlog History
Sales Backlog History
Sales Order
Details
EAIETL
Cust LocationSold to / Ship to / Bill to
DateTxn. / Promised / Booked
Backlog Status
Sales Channel
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsMfg / Plant /Ship / Storage
Sales Orgs
Example Metrics• Financial Backlog Amount• Financial Backlog Quantity• Operate Blocked Backlog Amt• Operate Blocked Backlog Qty• Delinquent Backlog Amt / Qty• Scheduled Backlog Amt / Qty• Unscheduled Backlog Amt /
Qty• Operational Backlog Amount• Operational Backlog Quantity• Total Open Credit Memo
Request Value• Total Open Debit Memo
Request Value• Total Open RMA Value
Features Includes 27 logical dimensions and 15 out of the box metrics Provides ability to do analysis of backlog trends based on historical
snapshots of sales backlogs Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Pick Lines
Sales Pick Lines
Sales Pick Details
Cust LocationSold to / Ship to / Bill to
Date
Sales Channel
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsPlant /Ship / Storage
Sales Orgs
Example Metrics• Actual Picked Quantity• Number of On Time Picks• On Time Pick Rate• On Time Picked Quantity• On Time• Picked COGS• Planned Pick Quantity• Shipped COGS• Total Picked Amount• Total Shipped Amount
Features Includes 26 logical dimensions and 10 out of the box metrics Provides ability to do detailed analysis of the sales pick process Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Invoice Lines
Sales Invoice Lines
Sales Order Details
EAIETL
Cust LocationSold to / Ship to / Bill to
DatePayment Terms
Sales Invoice Details
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsPlant / MfgShip / Storage
Sales Orgs
Example Metrics• Average Discount Paid• Average Invoice Value• Cancelled Amt / Qty• CR / DR Memo Amount• Gross Profit• Invoice to List Price Rate• Invoiced COGS• Invoiced Discount Amount• Invoiced Freight Amount• Invoiced List Amount• Invoiced Sales Tax
Amount• Net Invoiced Amount• Number of Invoice Lines• Number of Invoices• Total Invoiced Amt / Qty
Features Includes 30 logical dimensions and 21 out of the box metrics Provides ability to do detailed analysis of sales invoices Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Cycle Lines
Sales Cycle Lines
Sales Order Details
EAIETL
Cust LocationSold to / Ship to / Bill to
DateOrder / Book / Pick / Ship / Invc.
Payment Terms
Sales Cycle Details
ProductsMfg / Sales / Supplier
Employee
Customers
LocationsPlant /Ship / Storage
Sales Orgs
Example Metrics• # of Orders• Cancelled Quantity• Invoice Amount• Order To Invoice Days Lag• Order to Pick Days Lag• Order To Ship Days Lag• Ordered Quantity• Sales Quantity• Ship Early Amt / Qty• Ship Late Amt / Qty• Ship On time Amt / Qty• Shipment Amount• Total Invoiced Quantity• Total Pick Quantity• Total Ship Quantity
Features Includes 30 logical dimensions and 27 out of the box metrics Provides ability to do analysis of sales cycle times and ensure process
efficiencies Data stored at transaction grain and at line level
Oracle Supply Chain and Order Management AnalyticsSales Customer Status History
Sales Customer Status History
EAIETL
Cust LocationSold to / Ship to
Date
Example Metrics• # Active Customers• # Dormant Customers• # Existing Customers• # Inactive Customers• # Lost Customers• # New Customers• # Recent Customers• # Total Customers• Customer Inactivity Ratio
Features Includes 4 logical dimensions and 9 out of the box metrics Provides ability to do analysis of customer status and insight into leading
indicators of churn Data snapshots taken for historical analysis
Customers
Oracle Supply Chain and Order Management AnalyticsAccounts Receivables
Receivables
Customer
Date(Balance DK..)
Example Metrics• Closing Group Amount• Opening Group Amount• Closing Local Amount• Opening Local Amount• Credit Limit Used %• Total AR Overdue Amount• AR Overdue Amount to Total
%• Total AR Due and Overdue
Amt• AR Overdue Items to Total
%• Days Sales Outstanding• AR Turnover
Features Includes 3 logical dimensions and 11 out of the box metrics Provides ability to analyze historical and current AR Balances by above
dimensions Flexible to construct AR Balances for any time period
Company
Oracle Supply Chain and Order Management AnalyticsInventory Balance
Inventory Balance
Product
ETL
Date & Time
Location
Example Metrics• Opening Quantity• Available Quantity• In Transit Quantity• Inspection Quantity• Restricted Quantity• Blocked Quantity• Returned Quantity• Replenishment Quantity• Available Consignment
Qty• Inspection Consignment
Qty• Restricted Consignment
Qty• Inventory Turn• Reorder Point
Features Associated with ~6 logical dimensions and Provides ~20 Out of Box Metrics Provides ability to do analysis at Product and Location level Transaction data stored at daily balance level
Oracle Supply Chain and Order Management AnalyticsInventory Transaction
Example Metrics• Actual Issue Quantity• Actual Receipt Quantity• Material Group Amount• Returned Quantity• Returned Amount
Features Associated with ~10 logical dimensions and Provides ~5 Out of Box Metrics Provides ability to do analysis at Product, Location, Customer and Supplier
levels Transaction data stored at event level
Inventory Transaction
EAIETL
Product
Cost Center
Location
CustomerMovement Type
Transaction Type
Supplier
Date &Time
Company
Oracle Supply Chain and Order Management AnalyticsInventory Bill of Material
Inventory Bill of Material
BOM Header
EAIETL
BOMItem
Example Metrics• Quantity Per Assembly• Extended Item Quantity
Features Associated with ~5 logical dimensions and Provides ~2 Out of Box Metrics Provides ability to do analysis up to 10 BOM levels Data stored at BOM item level
EffectivityDate
BOM Sub-
Assembly
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary
• In this presentation we have discussed the below:
• Data Model Overview
• Conformed Dimensions
• Type of Facts
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
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Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
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<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Customization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Customization Agenda
•Introduction to customizations.
•Reports and ETL customizations.
Introduction to customization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Customization
• Process by which the BIA Warehouse that may include tables,columns,transform and load (ETL- mappings) and such other components are modified to accommodate new data for analysis or cater to additional business requirements.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Reasons for customizations
• Transactional Applications Modifications• BI Applications Extensions
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• User Interface
• Data Model Extensions
• New entities (business components)
• Different relationships between components
• Modified visibility rules
• Different authorization/authentication
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Transactional Application Modifications
BI Applications Extensions
• Different reporting requirements (dashboards, navigation, requests)
• New KPI’s or reporting entities based on existing ones
• Different hierarchies
• Change data capture logic
• New facts and/or dimensions (unsupported functionality)
• Additional source systems or data warehouses
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.
Extension of ETL for extension columns, descriptive flex fields, additional tables, external sources, etc.
Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.
Additional dashboards and reports, guided and conditional navigations, iBots, etc.
Level ofEffort
Degree of Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
Typical Effort & Customization balance
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Reports and ETL Customization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI EE Dashboard Customization
• Easiest and Most frequently done customization• Done for minor format change to addition of new
dashboards• Dashboard/Answers Request created modified
• For Look and Feel• For new report/content from existing/newly added BI
EE metadata• For accommodating changes made inside Data
Warehouse• Its not necessary to change in BI EE Metadata/Data
Warehouse
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Example:BI EE Dashboard Customization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI EE Metadata Customization
• Done inside BI EE Metadata Repository• BI EE fact columns are made up of
• Base Measures• Those which do not involve any calculation
• Derived Measures• Build by calculations of derived measures
• Customization is done to create/alter new derived measure• Incase we have required base measures present
• Customization is also done incase we need to change Data Warehouse
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Example:BI EE Metadata Customization
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
ETL Customization
• ETL customization can be done for -• Extracting the additional rows from source.• Addition of new columns.• Addition of new dimensions,facts.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Customization Scenarios
• Type 1 – Meant to add additional columns from source systems.
• Type 2 - In this type of customization, we use prepackaged adapters to add new fact or dimension tables to the data warehouse. These type of customizations normally require that we build new SDE and SIL mappings.
• Type 3 – Here we use the Universal adapter to load data from sources that do not have pre-packaged adapters.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Customization Scenarios
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type I Customization:Adding columns to Existing Tables • Type I customizations involve extracting additional
columns from source systems that are already mapped (for example, Siebel or Oracle) and loading the data into existing data warehouse tables.
• Example
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Type I Customization:Extending Mappings • Existing mappings and tables are extensible. • Sample placeholders demonstrate how to pass and
store additional data. • Oracle BI Applications provides a methodology to
extend pre-configured mappings to include additional columns and load the data into existing tables.
• Always copy OOTB mappings first into a custom folder and modify existing logic or columns in the custom mappings.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type I Customization: Safe Path • Most mappings have a single placeholder column, named
X_CUSTOM, that marks a safe path through the mapping. • All extension logic should follow the same route through
the mapping as X_CUSTOM. You can add additional transformations to the mapping, but they should follow the same route through the mapping as X_CUSTOM. The graphic shows the pre-configured logic in grey. You should not modify anything contained within these objects. You should add customizations to the existing mapping, which allows them to run parallel to the existing logic.
Preconfigured Source
Extension
Preconfigured Target
Extension Target
Preconfigured Logic
Extension Logic
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Type I Customization:Impact of Customization on Upgrade • If the mapping does not change during an upgrade
then all extensions are retained.• If the mapping experiences changes to the
encapsulated logic then all extensions are retained.• Extensions to the exposed objects are retained.
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Type I Customization: Points to Remember • Encapsulated objects must never be customized unless
directed by Oracle. • Exposed objects can be extended but must never be
otherwise be modified. • Minimize the number of changes to exposed objects by
using custom objects. • Custom objects are never changed during an upgrade. • Custom object approach is the preferred approach if ETL
time is acceptable.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type I Customization: Typical Steps to Extend Mappings• Copy the appropriate mappings to a
custom Informatica folder. • Extend the source and target tables
by making changes to the tables in the database.
• Extend the Source Dependent Extraction (SDE) and the Source Independent Load (SIL) mappings by bringing in the additional columns.
• Copy the appropriate workflows to the custom Informatica folder.
• Update the Data Warehouse Administration Console (DAC) with the necessary changes.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type II Customization: Adding Additional Tables • Use pre-packaged
adaptors to add new fact or dimension tables to datawarehouse.
• Build new SDE and SIL mappings.
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• SDE-Mapping
• SIL-Mapping
Type II Customization: Considerations
• Use required system columns. • Register tables and indices in the DAC. • Register new tasks for Informatica workflows, assemble
subject areas and build execution plans in the DAC. • Use the naming convention: WC_TABLENAME_<table
type>
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Type II Customization: Required Columns • Staging tables : INTEGRATION_ID, DATASOURCE_NUM_ID.• Fact, dimension and extension tables: INTEGRATION_ID,
DATASOURCE_NUM_ID, ROW_WID, ETL_PROC_WID
•INTEGRATION_ID Stores the unique identifier of a record as in source table.
•DATASOURCE_NUM_ID Stores the data source from which data is extracted.Ex:Siebel OLTP = 1.
•ROW_WID Sequence number generated during ETL process,unique identifier for tables.
•ETL_PROC_WID Stores the ID of the ETL process information,details of ETL process are stored in S_ETL_RUN in OLTP and W_ETL_RUN in the warehouse.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type II Customization: Custom Folders
• Create custom SDE and SIL folders in Informatica and make changes in them.
• Do not change objects in shipped folders.• Copy existing objects from the shipped folders into the
corresponding custom folders. • Reuse existing business components, source and
target definitions,transformations,mapplets and mappings.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Type II Customization: Custom Workflows
• Create custom workflows for all customized mappings.• Each workflow should load only one table. • The workflow name should match a session name that
is used inside the workflow. • Set the appropriate source and target connection
values in Informatica Designer. • Register workflows in the DAC.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Additional Customization Considerations
• Table definitions in Informatica.• Update Strategy • ETL process • Truncating target tables• ETL_PROC_WID • DATASOURCE_NUM_ID • Creating Indices • Naming Conventions • Configuring the DAC
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Truncating Target Tables
• Truncating should be done through the DAC.• A single DAC task has one placeholder for a full load,
and one for an incremental load.
SDE Session SIL Session
Full ETL Truncate TruncateIncremental ETL Truncate Do not
Truncate
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Creating Indices
• Staging tables typically do not require indices. • Create indices on all columns that the ETL uses for
dimensions and facts.• Define indices to improve query performance.• Register new indices in the DAC.
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Naming conventions
Data warehouse Base Staging
Fact Table WC_XXX_F WC_XXX_FS Dimension Table WC_XXX_D WC_XXX_DS Dimension Hierarchy Table WC_XXX_DH WC_XXX_DH
S Aggregated Fact Table WC_XXX_A
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• In this presentation we have discussed the following points• Describe the need for customizations• Describe different types of customizations and effort
involved in implementing each one of them.
Summary
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials.
3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement.
4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Integration with EBS
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Integration with EBS Agenda
• Objectives
• Needs and Advantages of Integration
• Accessing EBS reports from BI Apps
• Accessing BI Apps from EBS
• Other methods for Integration
<Insert Picture Here>
Needs and Advantages of Integration
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Needs and Advantages of Integration• BIA and EBS are two different and complementary
applications
• BIA contains Aggregated Information till last update
• EBS contains up to moment transactional Information
• Often users need integration to facilitate:
1. Lineage(Source) of Information in BIA
• Tracking the BIA data to transaction data
2. Avoid (re)storing them in BIA Data Warehouse
3. BIA reports from EBS at time of Business Transaction
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Application can be Integrated with BIA• Following business applications can be integrated
• Oracle EBS with version different versions
• Oracle Siebel Applications
• Oracle People soft Applications
• Oracle SOA suite applications can be integrated
• Oracle Web Center
• Oracle BPEL Process Manager
<Insert Picture Here>
Accessing BI Application
From EBS
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Accessing BI Dashboards from EBS• To access BIA from EBS helps EBS users access BIA
without login• On login user can access either answers or dashboard
• In case dashboard then it will be users default dashboard
• Inside EBS the steps are as follows• Step1 User needs to login as System Administrator Responsibility
• Step 2 New user function need to be created with Type = SSWA jsp
• Step 3 In this function HTML call need to be defined for Answers or Dashboard
• Step 4 After function we need to create a menu and assign the above Menu to a Responsibility
• Step 5 Responsibility need to be assigned to User
• Step 6 Assign a Profile for Responsibility with URL of the OBI EE
BI Integrated with EBS
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Embed links to Dashboards andAnswers in EBSEBS Configuration – High Level Steps• Create a form function, using the type ‘SSWA jspfunction’ and a html call• Create a menu• Assign function to menu• Associate menu to a responsibility• Assign responsibility to user• Set profile for responsibility
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Create Function and assign to Menus& ResponsibilitiesLogon to your EBS environment• Select responsibility System Administrator from the responsibilitynavigator (left) pane• After you select the responsibility from the left pane, the availablemenus are shown in the right pane• 4. Using these menus create the following:• a. Function• b. Menu• c. Responsibility• d. User• e. Profile
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Create the Function•From the Application menu, choose Function.• Give your function a name, User Function Name andDescription and save your changes.
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Create the Function(cont’d)•In the Function properties tab ,enter value Type= SSWA jsp function
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Create the Function(cont’d)
•In the Web HTML tab, enter HTML Call=OracleOasis.jsp?mode=OBIEE&function=Answers• For linking to the dashboard use function=Dashboard)
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Create the Menu•Start by selecting Menu under Application
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Create the Menu (cont’d)•Create a new Standard menu and give it a Name and User Name. In Function enter the name of the Function created in the previous step
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Assign to Responsibility•Choose the application that you are creating the Menu for and for Responsibility Key define any unique value as shown. This key is used at the Oracle BIEE end because of its uniqueness• Choose Oracle Self Service Web Applications under Application From and under Data Group choose Standard and reenter the Application name•For the Menu, enter the value you created in the previous step
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Assign Responsibility to User•Create/Select the user•Assign the new responsibility to the user
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Assign a Profile• From Application>Profile• Check the responsibility option and in profile type %oracle business% and click on Find• This will bring you to another screen. Under responsibility,enter the URL of the Oracle BI server.The URL should look like http://AnalyticsPresentationServername.us.oracle.com:port
BI in a Portal via JSR-168/WSRP
<Insert Picture Here>
Accessing EBS from
BI Application
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Action link• Action Link is Oracle BI EE RPD Column
• Exposed as valid HTTP URL
• Which changes from application to application
• Generated inside external applications example EBS
• Action links enable end users to drill
• At run time to EBS with correct parameter value
• The linking take place seamlessly
• While drilling users need not login again to fetch URL
Web Browser
Action Link Integration to EBS
Oracle EBS Oracle BI
user
validate session via the ICX cookie
establish connection with Oracle EBS
Query EBS via Opaque view SQL
5log in once
store ICX session cookie in browser
1
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drill back to Oracle EBS via Action Links
7
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Receive Action Links
URL from Oracle EBS
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Drilling from BIA Reports to EBS• The process of Integration is as follows
• Step 1 Identify the BIA report to be Integrated
• Step 2 Identify EBS report that will be integrated.
• Step 3 Ensure that SSO is enabled
• Step 4 Configure BI EE RPD for EBS Context
• Step 5 Action link Configuration-BI EE Repository
• Step 6 Create SQL to Generate the Action Link
• Step 7 Configure BI EE Presentation Service
• Step 8 Configure Action Link in Answers report
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Configure BI EE RPD for EBS Context•To connect Oracle EBS following needed inside connection pool of Oracle EBS OLTP database in physical layer
•Super user ID and password
•Below text in Execute on Connect field call /* value of(NQ_SESSION.ACF) */ APP_SESSION.validate_icx_session('valueof(NQ_SESSION.ICX_SESSION_COOKIE)')
•Usually text appears in Out of box repository
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Action link Configuration-BI EE Repository
• Step1 : In physical layer as an Opaque view which contains two columns
• Transactional key
• URL
• Step 2: Definition of above Opaque view (SQL)
• Depends on source application and its version as well
• The view does not contain Security Credentials
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Action link Configuration-BI EE Repository
• Step 3: View need be joined to the Physical and Logical tables
• Using an appropriate natural key of transactional system
• Step 4: Action link column must be exposed in presentation layer
• For end users who uses BI EE presentation service
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Configure BI EE Presentation Service•Presentation Service Configuration is done in •Step 1: Open InstanceConfig.xml in
•You can find the same in•<InstallDir>:\OracleBIData\web\config
•Step 2 : Local Tag <Analytics Web>•Step 3: Add Below text in file
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Configure Presentation Service•Below text need be added inside InstanceConfig.xml
•<WebConfig> <ServerInstance> <CatalogPath>c:\temp\default</CatalogPath> <DSN>AnalyticsWeb</DSN> <Auth> <ExternalLogon enabled="true"> <ParamList> <Param name="NQ_SESSION.ICX_SESSION_COOKIE" source="cookie" nameInSource="EBSAppsDatabaseSID"/> <Param name="NQ_SESSION.ACF" source="url" nameInSource="ACF"/> </ParamList> </ExternalLogon> </Auth> <!-- Other settings here. --> </ServerInstance> </WebConfig> •EBSAppsDatabaseSID Change it as per environment
•c:\temp\default</CatalogPath Change it as per environment
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Action link Configuration – View Definition• Basis of Action Link is a function that generates URL
• FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL()
• Having parameters as follows• p_function_id is function_id of the page that you want to navigate to
• p_resp_appl_id is Application Id of EBS
• p_resp_id is responsibility id of EBS
• p_security_group_id is group id of user in EBS
• p_parameters (optional)-if the page navigating to accepts parameters
• If yes then query string parameters are inserted
• Action Links need Transaction id example Order Id
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Action link Configuration – View Example•SELECTHEADER_ID,fnd_run_function.get_run_function_url( CAST(fnd_function.get_function_id('ISC_ORDINF_DETAILS_PMV') AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_APPL_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_SEC_GROUP_ID) AS NUMBER),'HeaderId='||HEADER_ID||'&pFunctionName=ISC_ORDINF_DETAILS_PMV&pMode=NO&pageFunctionName=ISC_ORDINF_DETAILS_PMV', NULL) as ACTION_LINK_URLFROM OE_ORDER_HEADERS_ALL •Please note
•NUMBER is data type used•HEADER_ID, ACTION_LINK_URL are column names •OE_ORDER_HEADERS_ALL is EBS table name
Action link – Opaque View Creation
• To create Opaque view• Open the Oracle Data Warehouse
• Create a New Physical Table of type Select
• Put the View SQL prepared previously
• Create two physical column of header Id and Action_XXXX_URL
• Save the repository and Right click -> View Data
Configure Action Link in Answers report
• Open the Action link URL column in answers
• Go to properties ->Data Format
• Use HTML /Hyper text Link to configure
• Or Writing HTML tag/Custom Text helps • New Icon
• New Text
• Other Display properties
•
Action link Configuration – BI EE Presentation Service
• In case you have an older version of Bi Apps an alternate method can be used• Go to Column Properties
• Go to Value Interaction
• Select Action Link
• Select Show Action Link Icon
• Select Pass value from Column
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary
• In this presentation we have discussed the following:• Needs and Advantages of Integration
• Accessing EBS reports from Bi Apps
• Accessing Bi Apps from EBS
• Other methods for Integration
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2008 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
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Safe Harbor Statement
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Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
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5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
Oracle Training Materials – Usage Agreement
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Title of Presentation
Presenter’s NamePresenter’s Title
Oracle BI Apps Boot CampBI Apps Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
BI Apps Security Agenda
• Objectives
• Security How and Why
• Security Infrastructure
• Levels of Security
• User Security
• Object Level Security
• Data Level Security
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Security How and Why
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Security Why we need
• BIA displays most critical information
• Without securing data it will be misused by unauthorized
• BIA displays data at different levels of Organization
• No individual should view data above designated level of responsibility
• BIA displays 360* of Business Organization
• No individual should view data beyond his/her area of responsibility
• EBS has Options to Configure User Security
• BIA need to incorporate it
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Security How we achieve
• BIA facilitates extremely sophisticated security
• At different levels i.e. Objects and Data
• Object Level Security means different reports for different user
• Data level security means different data for different user in same report
• Utilizing own security and integrating it in build application
• Can utilizes settings inside EBS
• Credentials can be stored in LDAP/Oracle database/Application
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User Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
User Security• User security stands for Authentication
• Authentication means get in users
• Verifying the credentials
• Stored inside BI EE/outside BI EE
• Outside stored credentials are accessed at runtime
• Hence any update in credentials can be taken care of
• Outside stored credentials are usually shared with other applications
• Usually by Oracle Identity Management
• Verification steps usually depends on other applications
• Example SSO integration described in next slide
User Security Storage of Credentials• 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
Single Sign-On with Oracle EBS
• Single Sign-On (SSO) is oracle identity management
• SSO complaint Oracle applications participate in identity management
• BI EE and hence BIA is SSO complaint
• EBS is SSO complaint , if the required patch is applied
• On SSO login
• a user need not sign in (log in) again for many applications
• Instead credentials get reused via transfer of session in between applications
• SSO is the method of security integration between EBS and BI EE
Single Sign-On with EBS - Process
user
Web Browser Oracle EBS Oracle BI
navigate to
3
log in once
1
store ICX session cookie in browser
2
validate session via the ICX cookie
4
establish connection with Oracle EBS
5
drill back to Oracle EBS via Action Links
6
<Insert Picture Here>
Object Level Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
• Object level security restrict user/users groups accessing
• Dashboards/Pages/Request
• Presentation layer objects i.e Subject Area/Presentation table(s)/Presentation Column(s)
• The users access usually (not necessary) organized using user Groups
Object Level Security
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• Object level security for Presentation layer
• i.e Subject Area/Presentation table(s)/Presentation Column(s)
• Using BI EE user Groups I.e Responsibility of EBS
• They are present in vanilla repository
• Each Presentation catalog is restricted for set of groups (responsibilities)
• Example Financial catalog is restricted to EBS Financial users responsibility
• Options to that in BI EE are
• Set Group System Session variable
• Create groups manually inside BI EE repository
Object Level Security for BI EE Metadata
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• Object level security for presentation service is for
• Dashboards/Pages/Answers Request
• Inside web catalog Administration
• User Groups a.k.a. Web group
• Created by Webgroup System session variable
• One Webgroup is One responsibility
Object Level Security for presentation service
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Data Level Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Level Security • Applied to restrict data for different users differently
• Each and every user sees different set of result
• Data level security setup differs for application’s
• In EBS its based on users Responsibility/Policy
• Group users belongs to changes with above
• Data level security needs Single Sign On (SSO) Integration
• Users current status is queried at run time from EBS
• Output determines what data (s)he will (wont) see
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Level Security - Types• BIA can configure security each way EBS can
• Types of Data Level Security
• Business Group Org-Based Security
• Company Org-Based Security
• Human Resource Personnel Data Security
• Inventory Org-Based Security
• Ledger-Based Security
• Operating Unit Org-Based Security
• Primary Employee/Position Hierarchy-Based Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Data Level Security Setup• Data Level Security setup is done using
• Initialization Block and row wise variables inside it
• Metadata (filters) for filtering data using row wise initialized variables
• During execution of report following happens in sequence
• Users credentials get verified
• SSO integration (should be integrated) verified
• Using EBS_SSO_INTEGRATION_MODE Initialization block
• The group (i.e. responsibilities) and applications user belongs to determined
• OLTP_EBS_RESP_ID, OLTP_EBS_RESP_APPL_ID
• Different Initialization blocks returns results in variables
• Data then get filtered as per metadata filter configuration
• Please not till step 4 , Out of Box Repository is configured In Step five configuration need be made once
Unrivaled Integration with Oracle Apps
Deeply Integrated into Oracle EBS• Integrated Data Security Visibility
• One login. Right content for each user based on
• EBS setup of Security
Siebel CRM
user
Oracle BIshow data based on security group filters
3
log in
1
retrieve data stamped with operating unitfrom the warehouse
2a
Oracle Business Analytics
Warehouse
ETL
fetches operating unitvia
session init block
2b
Oracle EBS
useruser
Oracle BIshow data based on security group filters
3
show data based on security group filters
3
log in
1
log in
1
from the warehouse
2a
Oracle Business Analytics
Warehouse
ETL
Data Security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Operating Unit Org-Based Security• It stands for
• Each user has a responsibility in organization structure
• Each responsibility translates to an attached security profile
• Above which a Site and Application id also exist inside security profile
• Initialization block executed :EBS Security Context
• Variable :OU_ORG (Row-wise initialized)
• Table filter applied on:Required Organization IdBIA Module : Financials , Supply ChainBIA Dashboard : Payables, Receivables, General ledger, Procurement and Spent AnalysisBIA group : CFO group, Controller group, Supply Chain Executive
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Inventory Org-Based Security
• It stands for
• Security is based on Current Responsibility not Current users
• An Inventory Organization can have multiple responsibility
• Initialization block executed :Inventory Organizations
• Variable :INV_ORG (Row-wise variable)
• Table filter applied on :Required Organization Id of Purchase/Other Organization
BIA Module : Procurement & SpendBIA Dashboard : Procurement and Spent Analytics, Supplier performanceBIA Group (EBS Responsibility) : Supply Chain Executive
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Ledger-Based Security
• It stands for (depending on EBS version)
• Data only for Ledger/Set of books users assigned to
• Ledger or Set of books depends on EBS release
• Initialization block executed :Ledgers
• Variable :LEDGER (Row-wise variable)
• Column filter applied on :GL Account BIA Module : FinancialBIA Dashboard : Payables, Receivables, General Ledger,ProfitabilityEBS Responsibility (EBS Responsibility) : CFO Group, Financial Analyst,Comptroller Group
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Business Group Org-Based Security
• It stands for
• Business Group is highest level in Enterprise
• At this level user can see multiple Set of Books
• Initialization block executed :Business Group
• Variable :BUSINESS_GROUP (Row-wise variable)
• Table filter applied on
• Required Organization Id
BIA Module : Human Resource,Supply Chain ManagementBIA Dashboard : Retention, Human Resource Performance, BIA Webgroup (EBS Responsibility) : Hr Analyst, Human Resource Vice Presidents
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
HR Org-Based Security• It stands for
• Data restricted based on Security Profile
• Security profile contains Organization,Position and Payroll policy
• Multiple Security Groups matters in this
• Initialization block executed :HR Organization
• Variable :HR_ORG (Row-wise variable)
• Table filter applied on :Required Organization Id
BIA Module : Human ResourceBIA Dashboard : Compensation, RetentionBIA Webgroup (EBS Responsibility) : Human Resource Analyst
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Human Resource Personnel Data Security• Its stands for
• HR Organization where one HR representative
• Responsible is for a part of Organization
• can see data they represent and all HR people reports to them
• Initialization block executed :HR Organizations
• Variable : USER_HR_ORG (Row-wise variable)
• Table filter applied on
• Required Organization Id
BIA Module : Human ResourceBIA Dashboard : Work Force profile, RetentionEBS Responsibility : Human Resource Analyst
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Primary Employee/Position Hierarchy-Based Security
• It stands for
• Employee-based security restricts data visibility of the records record, and all employees
• Reports to in the company’s org structure employee hierarchy.
BIA Module : Human ResourceBIA Dashboard : Work Force profile, Retention,Human Resource PerformanceEBS Responsibility : Human Resource Analyst
Data Security and BIA Module
Financial Analytics •Ledger Based security
•Operating Unit Org based security
HR Analytics •Business Group Org Based security
•Human Resource Personnel Data Security
•Primary Employee/Position Hierarchy-Based Security
•HR Org Based SecurityProcurement & Spend Analytics •Inventory Org Based security
•Operating Unit Org based security
Supply Chain & Order Management Analytics
•Inventory Org Based security
•Operating Unit Org based security
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential
Summary
• In this presentation we have discussed the below:
• Security How and Why
• Security Infrastructure
• Levels of Security
• User Security
• Object Level Security
• Data Level Security
Thank You
For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential