Business Intelligence & Analytics

Business Intelligence & Analytics

E. Tom OwensDirector IT Wah Chang

E. Tom OwensDirector IT Wah Chang

Todays ObjectivesTodays Objectives

Know definition of Business Intelligence (BI)

Know the difference between BI and Data Warehousing

How is BI derived - structure Examples for understanding Enterprise Performance Management

Tools Q&A

Know definition of Business Intelligence (BI)

Know the difference between BI and Data Warehousing

How is BI derived - structure Examples for understanding Enterprise Performance Management

Tools Q&A

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Definition : business Intelligence

Definition: Business IntelligenceDefinition: Business Intelligence

A broad category of applications and technologies for gathering, providing access to, and analyzing data for the purpose of helping enterprise users make better decisions and reports. The term implies you have a complete understanding of your business. We must have a strong knowledge about all factors of your company including customers, competition, business partners, internal operations, and the economic environment to make effective and good quality business decisions. Business Intelligence allows you to make these kinds of decisions.

The term BI was used as early as 1996 When Gartner Group said:By 2000, Information Democracy will emerge in forward-thinking enterprises, with Business Intelligence information and applications available broadly to employees,

consultants, customers, suppliers and the public.

A broad category of applications and technologies for gathering, providing access to, and analyzing data for the purpose of helping enterprise users make better decisions and reports. The term implies you have a complete understanding of your business. We must have a strong knowledge about all factors of your company including customers, competition, business partners, internal operations, and the economic environment to make effective and good quality business decisions. Business Intelligence allows you to make these kinds of decisions.

The term BI was used as early as 1996 When Gartner Group said:By 2000, Information Democracy will emerge in forward-thinking enterprises, with Business Intelligence information and applications available broadly to employees,

consultants, customers, suppliers and the public.

QuizQuiz

Question:

What is business intelligence?

Question:

What is business intelligence?

Search

Pervasive Information Access Through a Unified BI Foundation

Pervasive Information Access Through a Unified BI Foundation

Ad-hoc Analysis

Interactive Dashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

Essbase

Common Enterprise Information Model

DesktopGadgets

Enterprise Performance Management SystemBusiness Intelligence Foundation

What do we do with it?What do we do with it?

OracleKerberosiPlanetMSFT ADNovellCustom Others ..

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, Text

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration

Ad-hoc Query CapabilityAd-hoc Query Capability

Comprehensive subject areas available for Ad-hoc analysis

New Calculated Fields Available within

Market Leading BI Toolset

Easy to use Charting tool

Formatting Widgets Highlighting Multi-language

Comprehensive subject areas available for Ad-hoc analysis

New Calculated Fields Available within

Market Leading BI Toolset

Easy to use Charting tool

Formatting Widgets Highlighting Multi-language

BI ApplicationsMulti-Source Analytics with Single

Architecture

BI ApplicationsMulti-Source Analytics with Single

Architecture

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

BI Suite Enterprise Edition

Prebuilt adapters:

Sales MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

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Value of Pre-built BI Applications

Build from Scratchwith Traditional BI Tools Oracle BI Applications

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt 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

BI Applicationssolutions approach:

• Faster time to value• Lower TCO• Assured business value

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Change the Economics of BIChange the Economics of BI

EXAMPLE OF BI IN ACTION

AFLAC GOOSE FARMPROFIT ANALYSIS FOR 2007

GOOSE

FOOD

POISON

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Technical Overview

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

Oracle BI Applications ArchitectureOracle BI Applications ArchitectureA

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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 EDW

Other

ETL OverviewETL OverviewA

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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 Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Three approaches to accessing / loading source data

Batch ETLLow Latency ETLDirect access to source data from Server

ETL Layered architecture for extract, universal staging and load

Provides isolation, modularity and extensibility

Ability to support source systems version changes quickly

Ability to extend with additional adaptersSlowly changing dimensions support

Architected for performanceAll mappings architected with incremental extractions

Highly optimized and concurrent loadsBulk Loader enabled for all databases

Datawarehouse Application Console (DAC)

Application Administration, Execution and Monitoring (ETL-Extract, transform, load)

Three approaches to accessing / loading source data

Batch ETLLow Latency ETLDirect access to source data from Server

ETL Layered architecture for extract, universal staging and load

Provides isolation, modularity and extensibility

Ability to support source systems version changes quickly

Ability to extend with additional adaptersSlowly changing dimensions support

Architected for performanceAll mappings architected with incremental extractions

Highly optimized and concurrent loadsBulk Loader enabled for all databases

Datawarehouse Application Console (DAC)

Application Administration, Execution and Monitoring (ETL-Extract, transform, load)

ETL

Load Process

Staging Area

Extraction Process

DA

C

Data Warehouse Application Console (DAC)Data Warehouse Application Console (DAC)

DAC is a metadata driven administration and deployment tool for ETL and data warehouse objects

Used by warehouse developers and ETL Administrator Application Configuration

Manages metadata-driven task dependencies and relationships Allows creating custom ETL execution plans Allows for dry-run development and testing

Execution Enables parallel loading for high performance ETL Facilitates in index management and database statistics collection Automates change capture for Siebel OLTP Assists in capturing deleted records Fine grain restartability

Monitoring Enables remote admin and monitoring Provides runtime metadata validation checks Provides in-context documentation

DAC is a metadata driven administration and deployment tool for ETL and data warehouse objects

Used by warehouse developers and ETL Administrator Application Configuration

Manages metadata-driven task dependencies and relationships Allows creating custom ETL execution plans Allows for dry-run development and testing

Execution Enables parallel loading for high performance ETL Facilitates in index management and database statistics collection Automates change capture for Siebel OLTP Assists in capturing deleted records Fine grain restartability

Monitoring Enables remote admin and monitoring Provides runtime metadata validation checks Provides in-context documentation

Physical Data Model OverviewPhysical Data Model Overview

Modular enterprise-wide data warehouse data model with conformed dimensions

Sales, Service, Marketing, Distribution, Finance, Workforce, Operations and Procurement

Integrate data from multiple data sources

Code Standardization Real-time ready

Transaction data stored in most granular fashion

Tracks historical changes Supports multi-currency, multi-

languages Implemented and optimized for Oracle,

SQL Server, IBM UDB/390, Teradata

Modular enterprise-wide data warehouse data model with conformed dimensions

Sales, Service, Marketing, Distribution, Finance, Workforce, Operations and Procurement

Integrate data from multiple data sources

Code Standardization Real-time ready

Transaction data stored in most granular fashion

Tracks historical changes Supports multi-currency, multi-

languages Implemented and optimized for Oracle,

SQL Server, IBM UDB/390, Teradata

Ad

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Me

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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 ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Data Warehouse /Data Model

Selected Key Entities of Business Analytics Warehouse

Selected Key Entities of Business Analytics Warehouse

Conformed Dimensions

Customer Products Suppliers Internal

Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Cost Centers Profit Centers

Conformed Dimensions

Customer Products Suppliers Internal

Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Cost Centers Profit Centers

Sales Opportunities Quotes Pipeline

Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs

Marketing Campaigns Responses Marketing Costs

Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions

Finance Receivables Payables General Ledger COGS

Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History

Service Service Requests Activities Agreements

Workforce Compensation Employee Profile Employee Events

Pharma Prescriptions Syndicated Market Data

Financials Financial Assets Insurance Claims

Public Sector Benefits Cases Incidents Leads

Modular DW Data Warehouse Data Model includes:

~350 Fact Tables ~550 Dimension Tables~5,200 prebuilt Metrics(2,500+ are derived metrics)~15,000 Data Elements

Server Repository OverviewServer Repository OverviewA

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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 Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Multi-layered Abstraction Separation of physical, logical and

presentation layers Logical modeling builds upon

complex physical data structures Logical model independent of

physical data sources, i.e. same logical model can be remapped quickly to another data source

Metrics / KPIs Multi-pass complex calculated

metrics (across multiple fact tables)

One Logical Fact can span several table sources including aggregates and real-time partitions

Level based metrics Aggregate navigation Federation of queries Security and visibility Prebuilt hierarchy drills and cross

dimensional drills

Multi-layered Abstraction Separation of physical, logical and

presentation layers Logical modeling builds upon

complex physical data structures Logical model independent of

physical data sources, i.e. same logical model can be remapped quickly to another data source

Metrics / KPIs Multi-pass complex calculated

metrics (across multiple fact tables)

One Logical Fact can span several table sources including aggregates and real-time partitions

Level based metrics Aggregate navigation Federation of queries Security and visibility Prebuilt hierarchy drills and cross

dimensional drills

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI Server

Tools and Web Catalog OverviewTools and Web Catalog Overview

Role based dashboardsCovering more than 100 roles

NavigationMost reports have at least one level of

navigation embeddedDrill to details from many interactive

elements, e.g. chart segments Guided Navigation

Conditional navigational linksAnalytic Workflows

Action LinksDirect navigation from record to

transactional while maintaining context

AlertsScheduled and Conditional iBots

HighlightingConditional highlighting that provides

context on metrics (is it good or bad?)

Role based dashboardsCovering more than 100 roles

NavigationMost reports have at least one level of

navigation embeddedDrill to details from many interactive

elements, e.g. chart segments Guided Navigation

Conditional navigational linksAnalytic Workflows

Action LinksDirect navigation from record to

transactional while maintaining context

AlertsScheduled and Conditional iBots

HighlightingConditional highlighting that provides

context on metrics (is it good or bad?)

Ad

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ataMetrics / 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 EDW

Other

Oracle BI Presentation

ServicesDashboards by Role

Reports, Analysis / Analytic Workflows

ENTERPROSE PERFORMANCE MANAGEMENT TOOLS

Today’s ObjectivesToday’s Objectives

Know definition of Business Intelligence (BI) Know the difference between BI and Data

Warehousing How is BI derived - structure Examples for understanding Enterprise Performance Management Tools

Know definition of Business Intelligence (BI) Know the difference between BI and Data

Warehousing How is BI derived - structure Examples for understanding Enterprise Performance Management Tools