Using APEX to Integrate Projections into an OBIEE Financials Dashboard

Teal Sexton, MSIT, MBABusiness Intelligence Functional Lead

What is PI Portfolio?OBIEE dashboard for Faculty and Administrators with

PeopleSoft Finance and Human Capital Management data.View budgets, expenses, encumbrances, & fund balances.

Drill from summary to transaction details.Enter and review financial projections via APEX.

Use lookup tools to aid with projections.

Who was involved in this project?1 Sponsor Chief Operating Officer of Campus Shared Services9 Core Project Team Members - Program Manager, CSS Project Manager, Functional Lead, Technical Lead, Communications, Change Management, Subject Matter Expert, Functional Owner, Training Lead

15 RA Functional Focus Group - wide representation across teams11 Faculty Focus Group - from across campus7 Advisory Group - representatives from across campus including Controller and Functional Owner

1 Trainer - HR Talent and Organizational Performance

= 39 Key Participants!

Provides an integrated, standardized solution Data is filtered by PI/Faculty Member Additional HCM data for use in projections Projections immediately factored in reports Variety of features: export options, customized

views, bookmark links and formatted PDFs Provides access to other dashboards One tool that can handle all reporting needs!

OBIEE Application

Before APEX Form, projections were: Created in Excel, subject to error Required data from multiple systems Made without access to HCM data Reliance on past payroll data Inconsistent communication across

teams and roles No standard process and high turnover

How was the tool designed? Excel demonstrations of two different

projection spreadsheets Spreadsheets sent to Functional Lead Functional Lead mocked up design in

OBIEE and Excel for APEX form Present design Project Teams Extensive feedback incorporated Technical review at each revision

Provides an integrated, standardized solution

Data is filtered by PI/Faculty Member Predictive type for chart field elements Copy Personnel Information from HCM Duplicate Rows and Perform Bulk Update Automate the Creation of Projections for

Benefits, Indirect Cost Recovery & more

Solution: APEX Form

Architecture

Invoke custom JavaScript function to open Apex form embedded in OBIEE frame

Execute PL/SQL procedure to set security context for DB session

On Form Load

Action Link

On Select

Action Link

Triggers & PL/SQL procedure create CBR, GAEL & ICR projections

On Insert

Virtual Private Database: APEX loads data based on users role

Leveraged Existing Security Multiple Layers of Security Active Directory Single Sign On OBIEE Roles Control Access to

Reports VPD Roles Control Access to Data

Security Assessment Architectural Review Performed by

Information Security Assessment & Compliance Team

Security

First round had users crossing sessions First APEX application at UCB Tech Team worried Can handle 50 concurrent users? RA Community involved

APEX Flash Mob! Great way to get users to participate in a fun load

test try to break our app! It was a huge success!

APEX Load Testing

Lessons Learned Large, Robust User Acceptance Testing works! Goal to listen and respond so users own the tool Technical review at each step close partners Plan for time to incorporate changes from UAT

before Go Live we had 101 changes made! In-person training, demos, dedicated email for

suggestions, focus groups and enhancement release plan immediately following initial go-live

Followed with 45 more changes in second release!

Why is PI Portfolio so innovative? Users experience one application Data from multiple source systems Enter data with predictive type Instantly Review Projected Balance Data is unique to the user via VPD Custom features save TONS of time!

What is next for UCB reporting? Embarrassing to admit still using IR First full Financials dashboard Coming Spring 2017 Show users the power of OBIEE Encourage voluntary movement Phase out Hyperion IR Add APEX apps as needed!

Teal SextonBusiness Intelligence Functional Lead

Thank you for attending this presentation!

Questions?

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