Edward Roske

info@interrel.com

BLOG: LookSmarter.blogspot.com

WEBSITE: www.interrel.com

TWITTER: Eroske

Integrating Essbase & OBIEE+:

The Future of Oracle EPM & BI

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Disclaimer

These slides represent the work and opinions of the

presenter and do not constitute official positions of Oracle

or any other organization.

This material has not been peer reviewed and is presented

here with the permission of the presenter.

This material should not be reproduced without the written

permission of interRel Consulting.

What Are the Questions?

Director of Technology

Systems Architecture

CIO

Corporate Planning

Financial Analyst

VP Finance

Budget Director

Dir. Financial Reporting

Controller

CFO

Sales Director

Sales Director

Regional VP

Sales Director

Sales Director

Regional VP

VP Sales

Market Manager

Product Manager

Dir., Product Marketing

Director, Public Relations

Director, Creative Services

VP Marketing

Production Manager

Production Manager

Manufacturing Director

Director, Logistics

VP Operations

CEO

•We’d like to

• plan a

•mid-year

•promotion

• We can

•support the

•additional

•production

•requirements

• We can support

•the additional

•distribution

•We believe

•it will result in

•a 15% increase

•in sales•We have the

•ability to

•fund this

•initiative

•This promotion

•resulted in

•a 2% increase

•in profit

•Our initiatives

•have increased

•shareholder

•value

8

Oracle Business Intelligence (and EPM)

Today’s Oracle solution:

The Real World

•OLTP & ODS

•Systems

•DataWarehouse

•Data Mart

•SAP, Oracle

•PeopleSoft, Siebel,

•Custom Apps

•Files

•Excel

•XML

•Business

•Process

•Financial PerformanceManagementApplications

• I nsi ghtPerf ormance

Act i on

• SetG oal s

• Pl an

• M oni t or

• Anal yze

• Report

• Al i gn

•HyperionEssbase

•Oracle BI Server

•Common Enterprise Information Model

• Reporting & Publishing

•Financial Reporting

•BI Publisher

•Interactive Reporting

•SQR Production Reporting

•Web Analysis

•Ad hoc Analysis

•Proactive

•Detection

•and Alerts

•Microsoft Office

•Interactive

•Dashboards

Key Component for Successful Information Delivery

• Common Enterprise Model

• Model once, deploy everywhere

• Remove silos of information

• Bring information together and present to

users in terms they understand

• Information is available on demand

Data

Warehouse

BI

Performance

Management

Enabling Technologies – OBIEE+ and Essbase

Product Overview

BI Server Create a virtual data warehouse of many sources

Data resides in the transaction systems (could be a burden on transaction systems)

Answers Analysis over the web for OBI sources

Dashboards Easy-to-create and use dashboards for OBI Sources

Delivers Delivery to emails, dashboards, web servicesAlerting capabilities

Mobile Analytics Content access via mobile devicesBI Publisher Formatted reports, pixel perfect reports

Not a tool for analysis

Financial Reporting

Printed, formatted reports for Oracle EPM System (Essbase, FM, Planning)

Interactive Reporting

Analysis, reporting and dashboards for relational and Essbase sources

Web Analysis Analysis and dashboards for Oracle EPM System (Essbase, FM, Planning, HPCM)

SQR Production Reporting

Pixel perfect, large volume reporting

•OB

IEE

•OB

IEE

+

Essbase The multidimensional database engine

One Presentation Layer for Reporting and Analysis

Broad and Deep End User Needs

•Copyright ©

Must Haves for End User Presentation

Consistent Easy to use Interactive

Flexible Fast Seamless

Efficient Thin clientMinimal training required

OBIEE Camp Essbase camp

You own Essbase and bought OBIEE to

help combine relational and Essbase data

• The Result

• You found the current version of OBIEE doesn’t work that great

with Essbase

• OBIEE works great with balanced hierarchies but has issues with ragged hierarchies

• OBIEE flattens the ragged hierarchies making it difficult to find data

• Difficult to integrate relational and Essbase data

• Unfriendly OLAP reporting and analysis

• Can’t select by member name or alias

• Can’t navigate dimensions through a dimension browser

• Answers uses the “filter” functionality to do this

• If members are across columns (due to ragged hierarchy, how do you

apply the filter)

• Totals are generated on the fly in Answers (in Essbase you may

control how totals/aggregations occur and what should happen)

• Flat accounts

Physical Layer

• Define the data sources

• Manual

• Importing the

metadata into the BI

Server

• Join relationships are

defined as necessary

• Sources

• Flat files

• XML files

• Excel

• Relational sources

• Essbase

• Almost any source

Essbase Server

Essbase App

Essbase DB

Dimensions

Accounts Dim

What Happened to the Accounts Dimension?

Imagine if this were your full P&L account structure

Long list of alphabetized accounts with no hierarchy?

Balanced Hierarchies Work Well

• Think through Essbase design

• Consistent “generations” within

a dimension

• Name generations

• Essbase Generations = OBIEE

Levels

• Essbase Levels = no correlating

term in OBIEE

• Ragged hierarchies do not

work so well in OBIEE 10

Business Model Mapping Layer

• Essbase databases are already

grouped into models

• No joins required

• No hierarchy definition required

• So often times, not much work is

required here for Essbase

databases

• Unless you are joining Essbase data

across other sources / “federating”

data

Presentation Layer

• Final layer that further adds abstraction

over the Business Model and Mapping

layer

• What the end user sees

• Organize the columns into logical

catalogs and folders

• Make the information as easily and

logically accessible as possible

• Folders contain the grouping of columns

that make sense to the end user

• Users can easily navigate through the

catalogs and folders

Presentation Layer

If you didn’t rename or organize

elements in the Business Model

mapping layer, you can do it here

E.g. Rename the automatically

generated column names with no

generation name (e.g.

Gen1,Geography)

The End User Adhoc Experience

Glimpse into OBIEE

Glimpse into OBIEE

Glimpse into OBIEE

Glimpse into OBIEE

Glimpse into OBIEE

Glimpse into OBIEE

What Could You be doing today?

Business Case 1 – The Problem

• JWC grew in size quickly due to juggling acquisitions

across the world

• New systems

• New integration points

• Data warehouse does exist for some of the information but

it isn’t comprehensive

• Fields across the systems have different names and it is

difficult to get a clear apples-to-apples match of data

• Load rules, text files and SQL sources are everywhere

• What they really need is a way to define a single

consistent view of the data across systems (did someone

say common enterprise model?)

32

Business Case 1 - Problem

33

Business Case 1 - Solution

• Implement the BI Server to federate the sources across the

enterprise

• Through the BI Server they define common terms across

the different systems, creating a virtual enterprise

warehouse for all of the information at JWC

• Use the Essbase Studio to build their cubes, sourcing

dimensions and data from BI server

• Some drill through reporting provided by Essbase Studio to

access relational details

• Some “rows and columns” reporting (more relational type

of reporting) directly against the BI Server

34

Business Case 1 - Solution

• Essbase and the BI Server together

• Complement each other from a reporting and analysis standpoint

• Ease the administration efforts for the supporting organizations

• Together BI and Essbase achieve a true common

enterprise model for information delivery

35

Business Case 2 - Introduction

• FBI utilizes the BI server to unify sources across their

enterprise and deliver reporting and analysis via the web in

Oracle Answers and Dashboards

• A common model is defined in the BI Server for all of the

information across the enterprise and across systems

• Common business terminology is used so that managers

speak the same language and understand the same

reports

• Users are pretty happy with the available reporting and

analysis solution although something is missing

• Performance is a bit slow at times for some of the queries

requesting calculated members or aggregated results

36

Company Name Company Description Products Currently Used

Fire Baton Inc. (FBI); fierce

competitor of JWC

Global twirling service

specializing in fire batons

OBIEE+ / BI Server

Business Case 2 – The Problem

• Need to do more managing vs. reporting

• Need to find actionable information

• More powerful and fast analytics

• View twirling sales across customers, regions, and channels and then

drill into low performing customers to understand the “why”

• Measuring performance against a defined set of metrics and drivers

and then submitting “what if” changes to those key drivers into the

system to understand the impact on sales and profit

• And more…

37

Business Case 2 - Solution

• Essbase provides the “analysis on steroids” FBI was

missing

• Because Essbase is scalable, they are able to roll it out to

thousands of baton twirling analysts across the globe

• Power users, analysts, and managers access information

in both Essbase and the BI Server

• Executives access information via web enabled

dashboards

• Basic end users view more static reports that could contain

data from Essbase or the BI Server

38

Business Case 2 - Solution

• With Essbase and the BI server together

• Information delivery is comprehensive from end to end

• Added performance management capabilities never thought

possible

39

How do we get there?

1. Assess the current state of your data warehouse

• Assess and understand your biggest pain points and needs

• E.g. Collecting information from too many sources and systems for consistent

reporting?

• E.g. Putting adhoc analysis and advanced analytics in the hands of end users,

replacing SQL generated reports?

• Other important questions

• Where is data stored? Where should I store data? How many sources?

• Do I have a data warehouse? Is it complete?

• What are the query performance requirements?

• What are the requirements for the timing of data delivery (e.g. real-time, nightly)?

• What are the subject areas?

• What do the reports look like?

• What is the time frame for implementation?

• Who are my users and what do they need to be able to do?

• How do users need to visualize and analyze data?

• What calculations and business rules need to be included?

• Are write back capabilities required?

2. Prioritize and Plan

• Prioritize the requirements – this will help you understand where your

focus should be

• Take a phased approach in the implementation and remember you

don’t have to build everything at once

• Build the right team

• Ensure communication between data warehouse resources, BI server

resources, and Essbase resources

• You are all on the same Information Delivery team! Work together!

• Start small

• Subject area in BI Server or subject area in Essbase

And Finally…

• 3. Implement / Show Success

• Next Phases / Continual Improvement

44

Oracle Business Intelligence (and EPM)

In Summary…

In Summary…

• Proven integration between ERPs, data warehouses and Essbase /

OBIEE+ (Oracle’s BI Foundation Layer)

• Essbase and OBIEE+ fill in the Knowledge Gap

• Reporting, Dashboards, and Advanced Analytics

• Supports all user communities from the experienced to the novice

• User community workspace / personalization

• Oracle EPM enhances and adds to your ERP and data warehouse

• Integration

• Reduced deployment costs

• Functionality

In Summary…

• Common Workspace

• Common reporting, analysis and

dashboarding tools with comprehensive

delivery options

• Common Foundation services

• Take advantage of the EPM applications

and enabling technology

• Virtual data warehouse for unifying

sources with OBI Server

• Send EPM information back to the data

warehouse

• Powerful analysis with Essbase marts

• EPM and Essbase reporting and analysis with Smart View, FR, Dashboards,

Answers, & Publisher

• Relational reporting with Smart View, Dashboards, Answers, & Publisher

• Share information between Essbase marts and other EPM apps

• ODI and/or FDM for data integrations

• Manage enterprise dimensions with Data Relationship Management

Edward Roske

info@interrel.com

BLOG: LookSmarter.blogspot.com

WEBSITE: www.interrel.com

TWITTER: Eroske

Integrating Essbase & OBIEE+:

The Future of Oracle EPM & BI