BI / EPM Product Development Roadmap

Andreea Vasiliu, PhD, Director, Product Strategy, EMEA Fred Richards, Director, Business Analytics

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THE INFORMATION CONTAINED IN THIS DOCUMENT IS FOR INFORMATIONAL SHARING PURPOSES ONLY, AND SHOULD BE CONSIDERED IN YOUR CAPACITY AS A CUSTOMER ADVISORY BOARD MEMBER OR PURSUANT TO YOUR BETA TRIAL AGREEMENT ONLY. IT IS NOT A COMMITMENT TO DELIVER ANY MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE RELIED UPON IN MAKING PURCHASING DECISIONS. THE DEVELOPMENT, RELEASE, AND TIMING OF ANY FEATURES OR FUNCTIONALITY DESCRIBED IN THIS DOCUMENT REMAINS AT THE SOLE DISCRETION OF ORACLE.

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BI and EPM Remain Key Strategic Priorities for Oracle

COMMON REPORTING & ANALYSIS INTERFACES
Strategic Planning Financial Close Planning & Forecasting Profitability Management

ERP Analytic Apps

CRM Analytic Apps

Industry Analytic Apps

ORACLE BI PLATFORM
Relational and Multi-Dimensional OLAP; Data Discovery; Predictive Analytics

OLTP & ODS Systems

Data Warehouse Data Mart

Essbase

Excel XML

Business Process

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Outline

Recent Product Releases Ongoing Investment Themes

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle BI Platform
Recent Releases and Roadmap
Recent Past Calendar 2012
Exalytics v1 (March 2012) Superfast in-memory Analytics machine Summary advisor for automatic aggregations TimesTen for Aggregate Persistence Speed of Thought Visualizations / Reporting Memory optimized Essbase for M-OLAP OBIEE 11.1.1.6 (April 2012) Exalytics Support New Visualizations: Trellis Charts New Mobile HD native applications More than 80 features and enhancements

Current Calendar 2013

OBI 11.1.17 (April 2013) New and Improved Visualizations Mobile authoring and consumption Office Integration with SmartView Printing & Reporting Improvements Support for Big Data and streaming Data More Complete Essbase Integration Exalytics v2 Exalytics v2 with Consolidation Cloud Multi-tenant Reporting Cloud Service OBIEE uptake by Taleo and Eloqua Endeca 3.1 Endeca Information Discovery with selfservice data and application provisioning

Future Directions Post 2013 planning cycle

Visual Analysis Visual Analysis (vs. SQL-like Authoring) Eliminates silos between authoring (answers) vs. consumption (dashboards) Simple what-if-analysis Intelligent Visualization Defaulting Cross-Platform Mobile BI For both tablet and smart phone form factors Blends authoring and consumption with the ability to preserve prior content investments Exalytics in front of Oracle DB In-Memory In-memory performance against any source, connection (w/ proprietary data structures) Data mash-ups by building user specific extensions to in-memory navigation spaces This enables user-private data / sand-boxes Extend semantic layer to support flexible schemas; leverages MDEX underneath

Essbase 11.1.2.2 (April 2012) Essbase: Exalytics Support

Endeca 3.0 (October 2012) Endeca: BI server, Self-service discovery

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OBIEE 11.1.1.7
New and Improved Visualizations

Performance Tiles
Immediately reveals summary metrics to the end user that will likely also be presented in larger, more detailed Dashboard views.

100% Stacked Bar

Compare distributions within categories and also display the differences between categories

Freeze Headers
Anchor the header for large tables or pivot views

Waterfall
Determine how an initial value is affected by a series of intermediate positive or negative values

View Suggestions
An algorithm will determine which visualization type would be best suited for the display of current data

Trellis Chart Grid

Data-dense view type displays large amounts of data for comparative analysis.

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OBIEE 11.1.1.7
New and Improved User Interactions

Navigation / Actions from Totals

Pass context to any Action Framework process

Breadcrumbs
Contextual awareness and Breadcrumbs for easy navigation

Better Search
Facet-based UI for full-text search for Oracle BI, leveraging Endeca MDEX technology

Save As Analysis on Dashboard

New Save-as option when editing Analysis from dashboard replace the updated analysis within the dashboard

Trellis Actions
Context per bar in Simple Treliis Action for entire cell in Advanced Trellis

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OBIEE 11.1.1.7
Shared Office Integration between EPM and BI with SmartView

BI Presentation Catalog in Smart View

Smart View 11.1.2.2 replaces the existing Oracle BI Add-in as the primary Office application Full support for BI dashboard page and report prompts Enhanced security including single sign-on

BI View Creation in Smart View

Answers View creation from Excel Save in Excel or as an Answers View Publish and save in the OBIEE Web Catalog OBI Data is accessible to other Smart View providers (e.g. Planning, HFM, DM)

Export Dashboards & Dashboard Content

Export Report in Native Excel & PowerPoint formats (2003, 2007+) Export Dashboard or Dashboard page; Dashboard pages appear as separate Excel worksheets

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OBIEE 11.1.1.7
New and Improved BI Mobile

Maximize Views
Double-tap to maximize/restore view; utilizes full consumable real-estate on the device

BI Publisher Integration
Offline support and fully interactive views on BI Mobile client

BI Mobile Security Toolkit Advanced Visualizations

Performance Tile, Waterfall, Trellis views enabled for mobile interactions; Swipe gesture to navigate data in tables Available via OTN download. Supports the internal delivery of a packaged/certified BI Mobile application. Specialized licensing restricts customizations to security modifications

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OBIEE 11.1.1.7
Integrating with Big Data and Streaming Data
Oracle BI Server
HiveQL/ODBC

Oracle BI Server
CQ/ODBC

Hive
Hadoop MR HDFS Hadoop Integration

BI Server generates Native HiveQL Query data directly from Hadoop through Hive Integrate Hadoop data with other OBI sources Leverage Exalytics against Big Data sources

CQ Service
BAM Server

CEP Integration

BI Server generates CQ Query Business Activity Monitoring data through Complex Event Processing Gateway Integrate BAM data with other OBI sources Leverage Exalytics against continuous data sources

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OBIEE 11.1.1.7
Extending Analytics with Data Discovery
Data Warehouse / Business Intelligence Product Sales
Metric: Sale Price Dimensions: Customer, Product, Dealer, Date

External Content Government Agencies

Safety Administration Claim from Competitor X Model ABC After driving this car for only 3 months, I started having

Warranty Claims
Metric: Claim Count, Labor Cost, Part Cost Dimensions: Customer, Product, Part, Warranty Claims Dealer, Date
ClaimID ProdID PartID Date CustID Dealer PartCost LaborCost 234 12/3 1233 Dealer1 $300 $200 12324 506 235 12/4 1545 Dealer2 $450 $900 12325 507 Sales Transactions ProdID Wk CustID Date Dealer Price 25 1233 10/3 Dealer1 $35,000 506 26 1545 09/4 Dealer2 $22,000 507

Websites Industry Forums

.. focus on passenger vehicle crashes, and are used to investigate injury mechanisms to identify potential improvements in vehicle design.

Product Quality Application Customer Verbatim

..customer heard a rattling sound toward left front driver side. Had issues with steering column locking

How do we avoid costly product recalls?

Social Media Consumer Comments and Sentiment

Love my new car but having difficulty controlling steering on sharp corners..

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Data Discovery Offers Agility for the Unanticipated

Add New Data Ask New Questions See New Patterns

+
Rapidly combine new data with existing sources Unscripted exploration across a wide range of data characteristics

+
Interactive visualizations that reveal patterns hidden in data

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Endeca 3.0 Self-Service Data Discovery

Oracle Endeca Studio
Create and share discovery applications that anyone can use

Oracle Endeca
Simplicity of search, power of discovery Walk-up ease of use Support for unstructured data with

Oracle Endeca Server

Analyze new combinations of data with agile enterprise IT infrastructure

Integrated Text and Sentiment Analysis

Self-Service Capabilities
- Self-service application provisioning
- Self-service data upload (Excel etc)

OEID Integrator
Integrate and enrich structured and unstructured data

Integration with Corporate Data

- Mash up with curated OBIEE data sets - Robust ingestion with file/web crawls

Structured Data

Unstructured Data

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Oracle BI Applications
Recent Releases and Roadmap
Most Recent
BI Apps 7.9.6.3 + Extension Pack (Apr 2012) For Applications Unlimited customers ETL with Informatica New Manufacturing Analytics New Enterprise Asset Management Analytics New SLA support for EBS R12 (patch) BI Apps 7.9.7.2 (Sep 2012) For SAP customers ETL with ODI Financials, Procurement & Spend, Supply Chain & Order Management Analytics

Current Calendar 2013

BI Apps 11g PS1 (11.1.1.7.1) Data model and release integration across Fusion and Applications Unlimited Support for ODI across all sources / apps New applications: Operational Planning New content: Fixed Assets, Commitment Control, Sourcing, Time & Labor, Project Resource Management, Global Payroll New modules: Student Information Analytics New adapters: Fusion Applications Cloud adapters Customer Experience User Experience Redesign Cost of Ownership Improvements: Data Lineage, ETL Data Validation, Golden Gate

Future Directions Post 2013 planning cycle

SaaS BI Warehouse in Oracle Public Cloud ODI and Informatica: release alignment New content/modules: Talent Management, Grants, Benefits, Depot Repair & Field Service, EVM & Project Scheduling, EAM enhancements New adapters: Adapter to Taleo, Manufacturing Analytics for JDE. Additional operational planning applications Unstructured/big data analytic applications Additional cost of ownership improvements

BI Apps 11.1.1.6.2 (May 2012) For Fusion Applications Release 4 ETL with Informatica Real-time operational analytics (OTBI)

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Oracle BI Apps 11.1.1.7.1

New Content & Modules
FINANCIAL ANALYTICS Fixed Assets (EBS) Commitment Control for Public Sector (EBS & PSFT) HR ANALYTICS Global Payroll (PSFT) Time & Labor (EBS & PSFT) Transfers (EBS & PSFT) CRM ANALYTICS Service Analytics Enhancements (EBS) Price Analytics (EBS) PROCUREMENT & SPEND ANALYTICS Sourcing Analytics Enhancements to Change Orders and Agreements

PROJECT ANALYTICS Resource Management (EBS & PSFT)

Cross Charge (EBS & PSFT) Forecasting Enhancements & Commitments (PSFT)

SUPPLY CHAIN & ORDER MGMT ANALYTICS

Costing Inventory Cycle Count Other Enhancements

GL Reconciliation (EBS & PSFT)

NEW: STUDENT INFORMATION ANALYTICS Student Success & Institutional Performance

Integrated view of admissions, recruiting, student records and student financials

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Oracle BI Apps 11.1.1.7.1

Shared Integration between EPM and BI with Essbase
New Operations Planning Applications
Option to existing Oracle BI Applications Extends BI Applications with Essbase what-if

scenario modeling and planning Use of BPM for process integration and rules
Integration with Hyperion Planning
More accurate plans based on operational

constraints
Benefit Examples
Forecast indirect spend for procurement teams Better decisions about supplier allocations Reduced spend with what-if modeling tools

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Oracle BI Apps 11.1.1.7.1

New Technologies: Oracle Data Integrator and GoldenGate Integration
Oracle Data Integrator
In-database E-LT Transformation vs. E-T-L
Best in class performance, scalability, availability Lightweight deployment for lower TCO Faster time-to-value through declarative design

Oracle Golden Gate option for BI Apps

Enable near real time DW refresh Reduce load on source system by streaming data

continuously into persistent store in the DW More reliable change data capture / delete support

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Oracle BI Apps 11.1.17.1

New Tools: to Accelerate OBIA Deployments
Configuration Manager
Administrative UI to manage system configuration for your BI Applications

Data Lineage Analysis

Allows customers and implementers to track lineage from source to target

Functional Setup Manager

Administrative UI to track & manage implementation projects and required functional setup steps

ETL Validation Utility

Provides scripts and validation reports comparing source and target data

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Hyperion EPM Applications

Recent Releases and Roadmap
Most Recent (Hyperion 11.1.2.2 April 2012)
Planning Planning on Exalytics Project Financial Planning Predictive Planning PSB Commitment Control Strategic Finance with Smart View ADF based UI revamp, Bi-di language support Financial Consolidation & Close Configurable Dimensionality ADF based UI revamp Financial Management Analytics QMR for Solvency II Account Reconciliation Manager EBS/Fusion Integration Disclosure Management SEC validations, EDGAR HTML output Profitability and Cost Management Micro-costing

Current (EPM 11.1.2.3) Calendar 2013

Planning Financial Planning Analytics Planning and Budgeting Cloud Service Financial Consolidation & Close Tax Provisioning ARM enhancements OFMA extensions to support ARM & FDM Disclosure Management Support for Edgar ready HTML EPM Platform Cross-version Lifecycle Management ODL integration for diagnostics FDM support for SAP BW Data Relationship Management GL Chart of Accounts Management, Data Relationship Governance HPCM: Analytics enablement, HPCM on Exalytics, Calculation rules

Future Directions Post 2013 planning cycle

Analytics-driven Performance Mgmt. Continued optimization of EPM applications on Exalytics Richer mobile and social experience for EPM applications Leverage Endeca technology in EPM applications EPM Cloud Services Broader footprint of EPM cloud services Extreme simplicity of configuration Time-to-value through packaged content and built-in best practices Unified application model for deeper integration and easy extensibility Continued Functional Innovation Functional enhancements across the entire EPM application portfolio

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Hyperion EPM 11.1.2.3 (aka Talleyrand PS3)

Core Platform Enhancements
EPM Infrastructure
Log file analysis tool Cross-version LCM support: Support for

migration from prior releases

Financial Data Quality Management:

Enterprise Edition
FDM and ERP Integrator combined into a

single product Built on ERP Integrator platform Surfaced within the Workspace Added SAP BW as an additional data source

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Hyperion EPM 11.1.2.3

New: Data Relationship Governance
Configurable workflows for master data

governance
Pre-validate requests to ensure quality on

data entry; preview changes before commit

Two types of workflows:

Change request / Approval workflows Data remediation workflows

Configuration only, no coding!

Automate creation of workflow forms by creating workflow model Define model based upon request type, workflow stages, tasks and data access group assignment

Comments & attachments; notifications &

alerts

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Hyperion EPM 11.1.2.3

Oracle Financial Management Analytics with OBIEE
OBI Analytics on Hyperion HFM
Prebuilt dashboards and reports
Configurable and extensible

Direct, native access to

Hyperion Financial Management Hyperion Financial Close Management Hyperion Financial Data Quality

Management
Exalytics and BI Mobile certified
Mobile delivery of EPM data to finance

executives and business users

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Hyperion EPM 11.1.2.3

New: Hyperion Tax Provision

Finance Dashboard
Governance, Governance, Risk Risk And and Compliance Financial Close Management ERP: ERP: Oracle, Oracle, SAP, SAP, Legacy, Legacy, Other Other

Tax Provisioning built on Hyperion Financial Close Brings Finance & Tax together in the same system Global: Federal, State/Provincial & International Data Collection, Tax Provision Calculation, Consolidation & Tax Reporting Addressing IFRS (IAS12) & US GAAP (ASC740) Integrates with Tax Compliance: Enhances & integrates with tax compliance systems Rapid Implementation & Ease of use: Purposebuilt application functionality

Tax Provision

Data Assurance

Financial Consolidation

Internal & Statutory Financial Reporting

Middleware Database Systems and Hardware

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Hyperion EPM 11.1.2.3

Enhanced Profitability and Cost Management
Substantial performance

improvements
Built-in analytics enablement for

profitability insights
Smart View Integration Query Manager and Guided Query

Creation Wizard
Essbase ASO databases generated

for each Detailed Profitability model

Available on Exalytics

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Exalytics
Key Enabling Technology for EPM Innovation
Rolling forecasts, event-based planning,

and driver-based planning require:

More users involved, more scenarios evaluated, and

more complex models used Without degrading the performance and within the same time window
Planning on Exalytics 20X Faster Writes and 80X Faster Reads (recompute cubes in Minutes vs. Days) 5X more Concurrency, enabling lot more users Key benefits Move from monthly to intra-day forecasts Extend to cover Operational Planning Deliver Management Reporting from the same system

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Exalytics Planning Performance Comparison

Hyperion Planning General Example Hyperion Planning Public Sector Example

Response Time

2.5X

Response Time

5X

Number of Users

Number of Users

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Outline

Recent Product Releases Ongoing Investment Themes

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle BI Mobile Direction

BI Mobile Consumer BI Mobile Designer

IT Controlled Managed, Consistent Support users throughout their work. Enterprise or Operational Sophisticated and reusable content

Function Specific Tailored to Service Purposeful, pre-built apps for reporting High fidelity design and layout Multi-source, cloud data and task-oriented

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EPM Mobile Strategy

Existing EPM 11.1.2.x applications
1.

2.

3. 4.

Fully functional optimized browser experience for the tablet, focused on the end-user functionality, starting with Hyperion Planning Purpose-built ADF mobile apps, addressing a prioritized subset of user flows e.g. Approval workflows for Planning, Financial Close, etc BI Apps for EPM (e.g. OFMA, OFPA) using current and future OBI Mobile product Financial Reports mobile browser support Fusion and EPM Built-in mobile support, using ADF Mobile, as a first class capability for all new cloud based offerings

Financial Reporting Cloud service

1.

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Planning Cloud Service

Software-as-a-Service offering for Planning and Budgeting

Based on the industry-leading Hyperion Planning solution

Leverages the Oracle Cloud enterprise-grade infrastructure

Availability: In Preview; GA: CY2013

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Business Intelligence Platforms

Key Strategic Themes
Visual Analysis intuitive access to sophisticated, domain relevant analytics

Analytics experience: Evolve from SQL metaphor (select, filter, aggregate cycle) to user intuitive interactions Domain specific analytics (e.g. Hierarchy Viewer HCM, pipeline analysis CRM, Network graph Social)

Mobile Analytics the primary channel for information consumers

Leverage Oracle mobile platform (ADFm) to scale-out to all relevant platforms and form factors Device and Channel specific focus targeted features/experiences leveraging the native capabilities

Exalytics build on the strong success to offer differentiated analytics/experience

Private cloud, user/community private sandboxes/mashups, in-memory acceleration for Big Data and more..

Cloud Analytics enable standalone and embedded analytics within Oracle Public Cloud.

Multi-tenanted, self-service application development, deployment and management

Big Data, Predictive Analytics expand semantic layer to enable richer analytic applications

Employ a strategy that allows customers to leverage investments in industry standards

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EPM / Hyperion Applications

Key Strategic Themes
Virtual Close

Focus on management visibility, not just statutory compliance Instant Replication, Rapid Processing, Enterprise-wide access Dynamic planning @speed of business Enable adoption of advanced planning processes

Planning Smarter

Predictive planning for all business users

Flexible deployment: Cloud & On-premise

Faster Time to Value

Functional set-up by business users

Guided best practices application design

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Business Intelligence Applications

Key Strategic Themes
Deliver integrated analytics supporting Oracles Cloud Apps
OTBI for Fusion, Taleo, Rightnow, Eloqua

Cloud Adapters to support coexistence and cross-functional analysis

BI Apps DW as a bridge between on premise and cloud sources

Add functional coverage and lower TCO to increase appeal of the suite
Module completion, new source adapters

Expanded value proposition through new analysis types

Essbase for what-if analysis ,Endeca for unstructured analysis, Advanced

Analytics for predictive metrics

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Information Discovery
Key Strategic Themes
Self-service
Data source breadth Automatic data refresh

Performance and scale

Data size Search innovations

End user experience

Extensible visualizations Link and graph analysis

Mobile and Cloud

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Summary
Oracle BI & EPM offerings are broad and deep
Any data, any source, full range of analytics, integrated applications, on-premise, on-demand and on-mobile

Oracle BI & EPM offerings designed to address full range of needs

Operational, historical, multi-dimensional, unstructured, EPM, and predictive

Oracle Exalytics is the In-Memory engineered system for BI & EPM

Faster analysis, faster calculations, faster interactivity, more users, more throughput Integrated tightly with Oracle Exadata and Oracle Big Data Appliance

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