A business users case study of seamless drillback from OBIEE/OBIA key metrics dashboards to transactional detail in eBusiness Suite
COLLABORATE 14 Presentation Template
REMINDER
Check in on the
COLLABORATE mobile app
From Dashboards to Transactional Detail -
Seamless drillback to EBS
Prepared by:
Preet Shah, Humana
Linda Flood, Humana
John Fortado, Emtec Inc.
A business users case study of seamless
drillback from OBIEE/OBIA key metrics
dashboards to transactional detail in
eBusiness Suite
Session ID#: 14916
Pre-Integration/AggregationCan I get to the detail?Can I go back
to the item?
From Dashboards to Transactional Detail
What we are doingAggregate dashboard
to Detail dashboardto EBS Invoice item
Source to WarehouseE-Business SuiteJD
EdwardsPeopleSoftFusionSAPSiebel
[OBIA Data Optimization and Performance Enhancing
Techniques]
What We Implemented
Financial AnalyticsHR AnalyticsProject Analytics Procure &
Spend AnalyticsMarketing Planning & Forecasting CRMSupply Chain
Profitability Management Service Management
OBIA Overview
BI Challenges for Business and IT
Custom OBIEE 10g platform
Only GL Summary data to data warehouse
No sub-ledger data for Procurement, Projects, AP or AR
No drill back to source data for immediate results on issues
Volume growth in source data and external reporting requirements
will not
be sustainable
Data mining was the way for analysis and reconciliation
IT was over whelmed with all ad-hoc report requirements
Rudimentary reporting tools like Excel, MS databases and silo
reporting
tools like Hyperion and Discoverer are being used for dashboards
and
KPIs
Business Expectations
The ability to use OBIEE as a front end to connect directly to
sub-ledger
detailed data
Produce reporting at a summary level on actual and budget
information
that allows for the drill back to the transactional level detail
for research
and reconciliation purposes
Able to replace disparate access databases and other places data
is
extracted and stored for data
Provide insights into procurement and spends for the budget
managers
Leverage data mining to OBIEE for analysis and
reconciliation
Provide operational reporting to support the daily business
process
Analyze accounting entries at the transactional level for
accruals, invoice
and payments
The Business Case for Drill Back
Business Process before OBIA implementation
Time Consuming
Validation issues/Human Error
`
OBIEE10g
Balance Sheet
Custom JE Detail Report
Excel
Reconciliation / Validation
Issues
Oracle EBSValidation
The Business Case for Drill Back
After Implementation Single Source goto knowledge base
Efficiency
Less Risk
Drill back No Separate Login
OBIA
Balance Sheet
Trial Balance
Oracle EBSValidation
What we implemented
Financial Analytics
HR Analytics
Project Analytics
Procure & Spend Analytics
Marketing
Planning & Forecasting CRM
Supply Chain
Profitability Management
Service Management
The Technical Aspects
Out of the Box Data Availability
Custom Reports for Drillback
Aggregate dashboard to Detail dashboard to EBS Invoice item
AP Transaction details report
Trial Balance report drill down to transaction level
E-Business Suite
The EBS Target Form
Identification
Required Parameters
Accepted Parameters
Customization
ETL modifications
Additional Fields
Customization
EBS Security
EBS Responsibilities are Weblogic Roles
Responsibilities must exist in Weblogic as Roles
EBS Forms, Menu Exclusions, Functions, Profiles, URLs
References:
Implementing Data Security for Oracle E-Business Suite 11i in
Oracle Business Intelligence Applications 7.9.3 (Doc ID
475387.1)
Integrating Oracle Business Intelligence Applications with
Oracle E-Business Suite (Doc ID 1343143.1)
Integrator's Guide for Oracle Business Intelligence Enterprise
Edition11g Release 1 (11.1.1) E16364-01
EBS Security
EBS Security
OBIEE Security
Access Security
Catalog Object Security
Identity Security
Role Level Data Security
References:
Implementing Data Security for Oracle E-Business Suite 11i in
Oracle Business Intelligence Applications 7.9.3 (Doc ID
475387.1)
Oracle Business Intelligence Application Security GUIDE Release
7.9.6.3 E19042-01 April 2011
Integrating Oracle Business Intelligence Applications with
Oracle E-Business SuiteSaurabh Gautam 6/9/2011 (Oracle White
Paper)
Connecting the Security Models
Responsibilities into Roles
Connecting the Security Models
Initblock Configuration
DATA SOURCE
SELECTFND_GLOBAL.RESP_ID,FND_GLOBAL.RESP_APPL_ID,FND_GLOBAL.SECURITY_GROUP_ID,FND_GLOBAL.RESP_NAME,FND_GLOBAL.USER_ID,FND_GLOBAL.EMPLOYEE_ID,FND_GLOBAL.USER_NAME,FND_GLOBAL.RESP_NAMEFROM
DUAL
DATA TARGET ( Session Variables )
EBS_RESP_IDEBS_RESP_APPL_IDEBS_SEC_GROUP_IDEBS_RESP_NAMEEBS_USER_IDEBS_EMPLOYEE_IDUSERROLES
Connecting the Security Models
Connect to EBS for Roles
SELECT DISTINCT'ROLES', RESPONSIBILITY_NAME
FROMFND_USER,FND_USER_RESP_GROUPS, FND_RESPONSIBILITY_VLWHERE
FND_USER.user_id=FND_USER_RESP_GROUPS.user_id AND
FND_USER_RESP_GROUPS.RESPONSIBILITY_ID =
FND_RESPONSIBILITY_VL.RESPONSIBILITY_IDAND
FND_USER_RESP_GROUPS.RESPONSIBILITY_APPLICATION_ID =
FND_RESPONSIBILITY_VL.APPLICATION_ID AND
FND_USER_RESP_GROUPS.START_DATE < SYSDATE AND (CASE WHEN
FND_USER_RESP_GROUPS.END_DATE IS NULL THEN SYSDATE
ELSE TO_DATE(FND_USER_RESP_GROUPS.end_Date) END) >=
SYSDATEAND FND_USER.user_id = (SELECT USER_ID FROM FND_USER WHERE
UPPER(USER_NAME) = '7421'
)
SELECT USER_ID FROM FND_USER WHERE UPPER(USER_NAME) =
AnEBSUSER'
Connecting the Security Models
Connecting the Security Models
Populate Roles with the Authorization Block
Catalog object permissions granted to Roles
Presentation layer permissions granted to Roles
Data security (at the row level) is controlled by Operating Unit
Organization and Company
Connecting the Security Models
Catalog object permissions granted to Roles
Connecting the Security Models
Presentation layer permissions granted to Roles
Connecting the Security Models
Data security (at the row level) is controlled by Operating Unit
Organization and Company
Configuring Weblogic
Single Sign On Config File Configuration
AuthenticationSchemas.xml
biVariableName="NQ_SESSION.ICX_SESSION_COOKIE"/>
InstanceConfig.xml
UidPwd,Impersonate,UidPwd-soap,Impersonate-soap,EBS-ICX
ActionFrameworkConfig.xml
true
Configuring Action Links
OBIEE Action Links To EBS (Doc ID 1457278.1)
OBIEE 11g: Link to Navigate to E-Business Suite is not Visible
Doc ID 1527849.1
Configuring an OBIEE 11g Navigation Action Link to E-Business
Suite 12 Fails With "Unable to execute function.
(RESP_ID=0/RESP_APPL_ID=0)" (Doc ID 1539742.1)
Configuring Action Links
Implementing the Action Link
Using Drillback
The EBS Result
OBIEE Architecture
Lesson Learned
Requirements can quickly expand the original project scope
Installing into fresh environments leads to tweaking the
application and
the database
Additional time is required for load testing
Test strategy and test cases will change as complex calculations
are
added
The folder structure in the EBS menu is critical for
drillback:
What We Have
EBS XOBIEE
OBIA
Contact Details
Preet ShahApplications Consultant Tel. 502.476.9149 | Cell.
[email protected]
Linda FloodFinancial Reporting|ManagerProject
ImplementationsTel. 502-580-2193 | Fax
[email protected]
John [email protected]
Please complete the session evaluationWe appreciate your
feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app
