Reporting Roadmap

8/2/2019 Reporting Roadmap

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Susan Behn

Reporting Roadmapfor Oracle EBS Customers


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Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

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Agenda

Reporting Goals/Oracles Strategy

Operational Reporting Options Traditional Options

Oracle Reports Other Options

XML Publisher/BI Publisher

Discoverer 10g Management Reporting/KPIs

Oracle Daily Business Intelligence Oracle Business Intelligence Enterprise Edition Plus

(OBIEE)

Oracle Business Intelligence Standard Edition OBISE-1 Hyperion Hyperion Performance Management Summary


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Business Intelligence & Reporting

Reporting Goals Higher expectations today

Combined data from multiple, diverse data sources Many R12 Re-implementations result in need for

historical dataNew transactions in upgraded formatOld transactions in old table formats

Legacy system data/Best of breed system dataPeoplesoft HR

Data from multiple instances

How has consolidated reporting historically been

accomplished in many organizations? Excel!!!

How inefficient and error prone is that?


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Business Intelligence & Reporting

The right tools to meet diverse needs

Operational/Transactional reporting Listings Reports to run the business MRP, Inventory, Cash flow Ad Hoc Queries

Customer facing reporting

Purchase orders, invoices Business Unit reporting

Analytics, Executive Reports, Financial Reports, KPIs,Dashboards

Management reporting Summarized data across business units and instances, KPIs,

Dashboards

SEC Requirements for XBRL reporting starting 4/13/09


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Where does reporting fit in?

Oracles BI/Enterprise Performance Management

StrategyBI/EPM NEEDS TOOL of CHOICE

Business Planning Hyperion

Financial Consolidation HyperionStrategy Management Hyperion

Profitability Management Hyperion

OLAP Hyperion and Oracle

Enterprise Reporting Oracle Tools

Dashboards Oracle Tools

BI Platform Oracle Tools


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Operational Reporting Options

Oracle Reports

Oracle Reports

R12 uses 10g version Technically, reports should upgrade easily from 6i

by recompiling code

Table changes will require modifications

Ideal for static operational/transactional reports

Very Robust

Provides source data for XML/BI

Customer facing documentsLimitations

Requires developer to modify


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Other Operational Reporting Options

GL Wand

Oracle Based GL Reporting ToolR11i or R12

Financial Report Tool that is an easy

transition for Exel usersSimilar to ADI but reporting is through Excel rather

than FSG and connection/refresh is reported to be

fasterDrill down to subledger available

www.excel4apps.com


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BI/XML Publisher

BI/XML Publisher

Replace pre-printed forms and customer facingdocuments with advanced formatting Formatted data in XML, RTF, Excel, PDF, XSL-FO etc

Integrated with OBIEE

Also Source data from Oracle Reports, PL/SQL, etcDeliver via email, fax, portal, printer

Integration with Discoverer 10g

Existing content in E-Business

See newest presentation at Collaborate 09 BI Publisher Quick Start Guide Naren Thota


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Discoverer10g

Ad hoc query tool based on Oracles standard EUL

(abstraction layer) for Oracle EBS Populate EUL with BIS views

Secured by Application Responsibilities and Users, SSOand OID integration

Create custom EULs for non-Oracle EBS databases Limited Dashboards via Discoverer Portlets


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Discoverer10g

Lifetime support policy applies

No forced migration Integrated with BI Publisher

As a one off patch in 2007

Included in Discoverer 10.1.2.3 in March 2008

Requires BI Publisher 10.1.3.3.0

Newest version also called Oracle BI Discoverer

Limitations

No Business Intelligence/Analytics capability


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Discoverer11g

Discoverer 11g hopefully out by Q3

Use Discoverer with OBIEE Integration of OBIEE with Discoverer11g

Discoverer analysis in BI Dashboards

Use BI EE Delivers for alerting and Distribution

Migrate Discoverer to OBIEE

Metadata migration utility

Migration methodology provided


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Oracle Daily Business Intelligence

Pre-packaged KPIs and Dashboards for Financials,

Procurement, Supply Chain, HR etc. Available with 11i (11.5.8+) and Release12

Limitations

Applicable to only Oracle EBS Future

Product has been put on Maintenance mode

OBIEE+ Suite with BI Packaged Applications is theforward looking solution


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Oracle Business Intelligence Enterprise

Edition Plus (OBIEE)

Integrated with BI Publisher for reporting

Tool Components Interactive Dashboards

Easy to build to display KPIs or reports

Oracle Answers Ad hoc-query and analysis tool

Oracle Delivers Alert Engine Triggers Workflows

Plug in for Microsoft Office

Oracle Disconnected Analytics

Off line analytical functionality and ad hoc analysis Intelligent synchronization occurs when connected

Need metadata view for these tools


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OBIEE Metadata Layer

Components to Build a Unified View

Oracle Warehouse BuilderOracle Business Intelligence Server

Common Enterprise Information Model

OBIEE can integrate data from Oracle E-Business and manyother data sources for an unified metadata view

Generate queries for each data source and aggregate

Present result is a web browser via dashboards and

reports

Third party query and reporting tools can also accessmetadata layer


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OBIEE and ESSBASE

Essbase replaces Oracle Financial Analyzer (OFA)

What-if analysis Scenario modeling

Predictive analytics

User analysis

Drill down Essbase can be a source to populate the metadata layer

The metadata layer can also be used to populateESSBASE

OBIEE 11g

Autogenerate cubes for Essbase


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Supported Data Sources

Oracle Database

Oracle E-Business Suite Oracles PeopleSoft EPM

Oracles Siebel CRM

Oracle Essbase SAP NetWeaver BI

Oracle Database OLAPoption

Microsoft AnalysisServices

Oracle Hyperion Planning

Oracle Hyperion FinancialManagement

IBM DB/2 Database

Teradata Warehouse Microsoft SQL Server

Microsoft Excel

Flat Files

ODBC sources

XML


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OBIEE Reporting Components

Hyperion Interactive Reporting

Connects to any of the data sources in any format onany platform

Pulls data directly from relational sources without pulling intothe metadata layer using the Business Intelligence Server

Create charts, pivot data and reports

Hyperion SQR Production Reporting

High volume, presentation quality reporting

Pull data from all types of sources including other BIApps and other sources

Relational, multidimensional, and legacy databases


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OBIEE Reporting Components

Hyperion Web Analysis OLAP ad hoc analysis, presentation, and repo

Hyperion Financial Reporting Replaces FSG reports Highly formatted, book quality financial reports

Compliant with accounting regulations Compliant with external requirements

Schedule reports or generate immediately

Schedule alerts when reports complete Publish in books, Microsoft office, pdf or html formats

Supports Essbase Drills down only to the General Ledger

XBRL Manager - provides XBRL output for SEC reporting


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Pictorial View of OBIEE Components


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OBIEE Content

BI Applications Content Available Today

Pre-packaged star-schema content, mappings, extracts,dashboards, metrics, reports and alerts for EBS Can be customized to extract from other sytems Incomplete content

Requires setup for DFFs, KFFs, Hierarchies


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Other Options for OBIEE Content

Teradata DecisionExperts (formerly DecisionPoint

Software)Pre-packaged Star-schemas for Oracle E-Business

Comprehensive solution, full automatic support forKFFs and DFFs

Quicker to implement, easier to support for Oracledevelopers and DBAs

OBIEE Answers and Dashboards are good reporting

interface options for the DecisionExperts Warehouse Do not have to use Teradata as the front end


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Other Options for OBIEE Content

Noetix Views

Simplified views for Oracle EBS Oracle Discoverer is predominantly used with Noetix views

Tightly integrated with BI Publisher

Automatically picks up Key and Descriptive Flexfields

Noetix integrated with OBIEE Plus Metadata repository layer exists based on Noetix Views

OBIEE Generators - Noetix and Oracle created a public API toautomatically refresh OBIEE repository with changes in APPS


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OBIEE

Security

Supports setting up of Data Security using OracleEBS Roles/Responsibilities

Component of OAS10gR3, supports OID, SSOconfiguration, LDAP authentication etc.

Challenges

Companies/Resources with the right mix of skills

Organizations now need to acquire a new

skillset in Informatica ETLInformatica will eventually be replaced by

Oracle Data Integrator (several years out)


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OBISE-1

Scaled down version of OBIEE

For small and medium sized businesses Features

Oracle Answers Ad hoc-query tool Interactive Dashboards

Connects to any of the data sources in any format onany platform Excel, XML, OLTP, Data Marts, Oracle, Oracle EBS, Siebel,

Etc

Oracle Warehouse Builder - OBIEE can integrate

data from Oracle E-Business and Legacy systems foran unified viewBI Publisher presentation format for reporting


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Beyond Reporting

Oracle Performance Management


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Current Performance Management

Products

Strategic Planning Oracle Balanced Scorecard

Planning and Budgeting Oracle Financial Analyzer Oracle Enterprise Planning & Budgeting

Hyperion Pillar

Financial Close Management Hyperion Enterprise Oracle Financial Consol. Hub

Cost and Profitability Management Oracle EBS Activity Based Management

Hyperion Business Modeling


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Oracle Recommendations


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HPM Strategic Roadmap

Hyperion Performance Management Products

Integrates Master Data

Business Rules

Metrics/KPIs

Targets, Plans, Actuals


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Strategic Planning Hyperion Performance Scorecard

Translate strategies to objectives and assign owners

Communication Goals

Monitors KPIs to analyze performance against targets Hyperion Strategic Finance

Funding

Debt Scheduler

What-if Analysis Oracle Crystal Ball

Simulation tool


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Hyperion Performance Management Products Planning and Budgeting

Hyperion Planning Utilizes Essbase Workflow and process management Powerful data integration

Hyperion Workforce Planning

Headcount, salary, compensation planning Pulls actuals from HR Create calculations for test scenarios and what-if analysis

Hyperion Capital Asset Planning Asset and depreciation planning

What-if analysis Oracle Integrated Operational Planning

Inventory modeling, call center planning and more


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Financial Close Process Hyperion Financial Management

Hyperion Financial Data Quality Management

Cost and Profitability Management

Oracle Hyperion Profitability and Cost Management

Oracle EBS Profitability Management

Oracle OFSA


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Oracle Future Recommendations


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Thank you!

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Questions and Answers

Susan Behn

[email protected]

Documents

Reporting Roadmap