Self-Service Visualization & Essbase...Self-Service BI & Visualization Capabilities •As of 2019,...

Self-Service Visualization &

Essbase

Jon Harvey

Sr. Director, EPM Practice Lead

4/18/2019 © 2019 eCapital Advisors, LLC.

Agenda

• Options

• Tools & Capabilities

• Common Issues Encountered

• Doing it “right”

© 2019 eCapital Advisors, LLC.4/18/2019

https://www.liveslides.com/download

https://www.polleverywhere.com/multiple_choice_polls/cTE4orhOEVFpO2DB24wN1

Essbase Connectivity with Oracle DVD

© 2019 eCapital Advisors, LLC. 44/18/2019

Prep/Visualize/Narrate


Power BI – Same capabilities


Tableau – Same deal


Classic BI tools


Classic OLAP tools


Self-Service BI & Visualization tools


Self-Service BI & Visualization Capabilities

• As of 2019, almost all have the same capabilities in regards to Essbase

• Works fine on prem as well as the Cloud

• As long as instances are customer managed, not Oracle managed

• Generally:

• Can authenticate through an external AD and pass credentials to source system

• Allow users to produce and save work specific to their user name, as well as

publish as public

• Have some form of cloud data hub where an administrator can configure common

connections


Common Issues


Common Issues with Self-Service


“Here you go, public!”


What you’re intending…


What they do…


Or worse…


“The Double-Edged Sword”

• Speed of data prep

• Fulfillment Speed

• Lack of Commitment

• Data Security

• Data Quality and Consistency


When Users Enrich…

• Integrity / Fidelity

• Correctly Joining data

• Calculated metrics

• Aggregations

• Audit & Compliance

• HIPAA, CISP, etc.

• Training

• Do users know how to use the tool efficiently?

• Or are they poking around until they “get it to work” or “get the right answer”?


Defining “Good”


What Does “Good” Look Like?

• Essentials:

• Data is Curated

• Not just Timely and Accurate

• Validated (coming OUT of DV, as well as going in)

• Catalogued

• Robustness of Data

• From the “right” source

• Source of truth direct pull not necessarily a requirement

• “It depends”

• What’s the purpose of the analysis?


My Additional Criteria

• Does your org have people in place who know the difference between technologies and know the tech aspects of the tool?

• Do you have explicitly communicated policies around self-service?

• Do you have mandatory training in tool usage?

• Ensure users know what they’re doing

• Ensure users don’t bomb source systems

• Ensure users are familiar with policies

• Do you have a review process for items that are going to be used regularly?


The Return of the Data Steward


• Does the user have the big picture?

• Does the user know where the data is coming from?

• Does the user know where to find new data points? Are they spending time creating/curating data sets that already exist?• Are they pulling from the source of the

truth?

• Is it the most up to date data point?

• Is the user producing and storing a data set that will get used again? How long will it be valid for?

Tips for Doing it “right”

• Design for BI

• Try to stay away from ragged hierarchies

• Unless it’s all straight addition, export all levels

• Perform calcs in the source system whenever possible

• Yes – all. Really.

• No common IDs!

• If data needs to be enriched, flatten it, enrich it and send to DV data hub

• If data doesn’t need to be enriched, go cloud to cloud

• Attribution!

• Cataloging of existing analyses (don’t need to recreate the wheel)


Better Tech?


Data Lakes


Self-Service Visualization & Essbase...Self-Service BI & Visualization Capabilities •As of 2019,...

Documents

Transcript of Self-Service Visualization & Essbase...Self-Service BI & Visualization Capabilities •As of 2019,...