Oracle Business Intelligence

Enterprise Edition (OBIEE)

Presented by Sing Chan

ERP Technical Lead

Montgomery County Department of Technology Services

AgendaGeneral Overview

What is BI/Data Warehouse and Why?

What is OBIEE (Oracle Business Intelligence Enterprise Edition)?

What is STAR schema?

Background

When did the BI project start?

What is the early day obstacle on BI analytics?

Why the County decided to go with custom BI models?

BI Project in Three Phases

Prototype Phase

Production Phase

Enhancement/KPI Phase

Summary

Where are we today?

What is OBIEE or the BI?

• OBIEE – Oracle Business Intelligence Enterprise Edition

• OBIEE is a platform that contains different tools for creating reports, performing data analysis

and presenting the data

• OBIEE can be used for different users, depending on the skills and needs

Executive: Interactive Dashboard, Graphic

Functional Operation: Tabular view of data, Report

Analyst: Ad-Hoc Query

• Others Capabilities:

• Notification and Alerts thru BI agent

• “Pixel Perfect” Report using BI Publisher

• OBIEE Analyst Report or Dashboard requires data to be organize as “STAR”

• BI Publisher Report does not have a “STAR” requirement and it is relatively slower with the

same amount of data

Why do we use the BI tool?

o Traditional System focuses on Data

Integrity for Update and Insert of Single

Record

o Report needs to link many records and

group data in an effective way for fast

speed and aggregation of larger amounts

of data

o Traditional Table(s) not optimized for

Reporting

o BI Star schema is optimized for Reports in

SQL Database since each relationship is

only 1 step from the FACT (Single Join)

dimension

dimension dimension

More about the Star Schema

A fact table usually contains data elements that can

be aggregated (counted). Example: Dollars($)

A dimension table contains data elements that

describe the FACT (Who, What, How, When, Why,

Where…etc.) that can be used to group the report or

filter the data.

Take the following example:

How much($) Sales Person John SELL on Maryland

Store during month of January for Product ABC ?

Green: Fact Attributes

Red: Dimension Attributes

Underline: Dimension

BOLD: FACT/Process

Background

ERP Project Began in 2008▫ The ERP project introduced the Oracle eBusiness Suite as the county’s

enterprise business solution software

▫ Oracle eBusiness Suite is comprised of many modules, which were implemented in a staggered approach

Finance (payroll, accounts payable, accounts receivable, general ledger, procurement, iReceivable, iExpense, iSupplier, PnG, fixed assets, enterprise asset management)

Human Capital Management or HCM (position management, workforce performance management,, learning management, labor distribution, advanced benefits, iRecruitment, employee self-service)

Order and Warehouse Management (DLC iStore, warehouse management, order management, inventory management, advanced pricing)

Property Management and Lease Management (coming soon)

Background (cont.)

• The OBIEE project was a subset of the ERP project

• County purchased Oracle Purchasing and HR Analytics along with OBIEE and Informatica

• In 2011 the county switched to custom-built BI for several reasons:▫ Oracle BI analytics focused on Key Performance Indicators at high level and does

not adequately support operational reporting requirements without extensive customization

▫ Oracle BI analytics depends on Informatica which Oracle is slowly replacing with Oracle Data Integrator and County has more ODI skill set resources than Informatica

▫ There is no Grants Analytics or Labor Distribution Analytics available from Oracle (those two modules are very critical for County daily operation)

The Custom BI Project

• The County BI project can be broken down into

three phases, and each one has different focus

and challenge:

▫ Prototype Phase

▫ Production Phase

▫ Enhancement/KPI Phase

Prototype Phase• Focus

▫ Build a correct Star Model

▫ Data Integrity

▫ Data Testing

▫ Quick Delivery of Model

▫ Provide training to Key Department Power User

• Challenge▫ Slow Refresh speed

▫ Weekly data gap

▫ Lack of enterprise security

▫ Access is Limited to Key Department Player

Production Phase

• Focus

▫ Timeliness of data refresh (speed)

▫ Streamline development process and standard

▫ Implement enterprise security with data and role protection

▫ Develop dashboard for non-power user

▫ Train users on dashboard and BI analysis to general users

▫ Build summary model that links across multiple subjects and star model

▫ System performance

Production Phase (cont.)

• Challenge

▫ Not everything is incremental updatable

▫ Data integrity (source delete situation)

▫ User data knowledge and BI analysis skill

▫ Oracle EBS data only

▫ Missing actionable KPI

Models

AP iExpense

AP Invoice Distribution

AP Invoice Holds

AR Aging

AR Customer

AR Receipts

AR Transactions

Audit Trail

Cash Management Bank

Statements

Cash Management

Reconciliation

EAM WO Cost Distribution

EAM Work Request

PO Contract

Fixed Assets

FND Role and Responsibility

GL - Daily Average Balance

GL - PnG Delta

GL Actuals

GL Budget

GL Encumbrance

GL PC projection

GL Summary

HR Assignment

HR Benefits (Enrollment)

HR Benefits Elgibility

Models Cont’d

Payroll Balance

Payroll Payments

HR Position

Payment Distribution (AP)

Labor Distribution

LD Schedule

PnG Award Funding

PnG Budget

PnG Encumbrance

PnG Expenditure

PnG Funding Pattern

PnG Revenue

PO Receiving

PO Requisition

PO Distribution

HRMS Change Log

PnG Summary

PO Contract

Payroll

Sales Order

iRecruitment

Mainframe Models

MCG FAMIS Document

MCG FAMIS General Ledger

MCG FAMIS Operating Budget MO13

MCG FAMIS Operating Summary

MCG FAMIS Payments

MCG FAMIS Revenue MO13

MCG FAMIS Subsidary Account

MCG FAMIS Transaction

MCG FAMIS Trial Balance

MCG Legacy ADPICS Change Order

MCG Legacy ADPICS Invoice

MCG Legacy ADPICS Purchase Order

MCG Legacy ADPICS Requisition

MCG Legacy ADPICS Voucher

MCG Legacy FAACS

MCG Legacy FHADA History Adjustments

MCG Legacy Job History

MCG Legacy OHR HRB Def Comp

MCG Legacy Payroll Biweekly Gross

MCG Legacy Payroll Earnings

MCG Legacy Payroll Gross CY 2010

MCG Legacy Payroll Hours CY2010

MCG Legacy Payroll Year to Date

MCG Payroll Gross-to-Net

Existing Dashboards:

• Turn on OBIEE Usage Tracking and Monitor the OBIEE Performance

• Set Baseline and Investigate/Resolve Performance Spike

Enhancement and KPI Phase

• Focus

▫ Key Performance Indicators

▫ Other OBIEE Capability BI Agent BI publisher GIS Etc.

▫ Expanding Datasets beyond Oracle EBS

▫ Complex Analysis and Report

▫ Real Time and Semi-Real Time Report

▫ Expand User Acceptance and Ease of Use

Enhancement and KPI Phase (cont.)

• Challenge

▫ Data Size

▫ Actionable KPI

▫ Data Complexity

▫ Data Archiving

▫ Data Ownership

▫ On-Going Performance

Summary

• BI requires a lot of up-front effort, but the end result is worth it.

▫ Complex reports are faster and easier to create than without the BI tool

▫ Functional User can create/own their individual report without technical assistance

▫ Enables users to become familiar with and better understand their business data to make more informed decisions

▫ Takes significant load off from the source system

Summary – Current County BI Statistics

• 77 BI models with 25 modelson the old mainframe dataset

• 41 Dashboards in Production

• 472 different dimensions

• 10 to 100 attributes within the various dimensions

• 1 terabyte data size

• Avg. 400 unique access per month

• Avg. 22,000 queries per month

• Avg. query response time is 9 seconds

• 3 models with more than100 million records

• 10+ models with more than10 million records

• 2 hours to refresh the data

• 50 Automatic BI Agent/Publisher Alert Report

• Over 70 Custom BI publisher Report

• Almost an infinite number of BI Analyst reports can be generated

Traditional report vs BI report

Questions?

Sing ChanDepartment of Technology ServicesSing.Chan@MontgomeryCountyMD.gov