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INSTRUCTIONS FOR USE

• THIS PRESENTATION IS MEANT FOR


TECHNICAL AUDIENCES TO COVER
DETAILED ARCHITECTURE FOR THE
ORACLE BI APPS

© 2008 Oracle Corporation – Proprietary and Confidential 1


NOTES TO SPEAKER

• This presentation is meant for an audience that doesn’t understand


the value of the prebuilt BI Apps / BI & Data Warehousing
• Looking to buy a point solution like DBI, Noetix, etc.
• Thinks they can build their own solution for similar cost with Cognos or
BOBJ
• This is not a product pitch – rather an educational session
• The flow is to argue for a BI App, then argue for a pre-built BI App,
then reinforce the need to look at what it takes to build a world class
BI solution (not just reports)
• There are additional slides in the Backup section. Please use them as
appropriate
• Use the PeopleSoft specific slides and Oracle EBS specific slides as
appropriate for the customer’s source system

© 2008 Oracle Corporation – Proprietary and Confidential 2


OTHER RELATED MATERIALS
• Each application has its own presentation
• Oracle BI Applications Overview
• Oracle Financial Analytics
• Oracle Supply Chain and Order Management Analytics
• Oracle Procurement and Spend Analytics
• Oracle Human Resource Analytics
• Oracle Sales Analytics
• Oracle Service and Contact Center Telephony Analytics
• Oracle Marketing Analytics
• There are presentations for specific topics
• Oracle BI Applications Architecture Overview
• Oracle BI Applications Consolidated Data Model
• Oracle BI Applications Integration with Oracle Applications

© 2008 Oracle Corporation – Proprietary and Confidential 3


© 2008 Oracle Corporation – Proprietary and Confidential 4
Safe Harbor Statement

The following is intended to outline our general


product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. 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 for Oracle’s
products remains at the sole discretion of Oracle.

© 2008 Oracle Corporation – Proprietary and Confidential 5


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Oracle BI Applications Architecture


Program Agenda
Overview of Oracle BI Applications
Oracle BI Applications Architecture
Q&A

© 2008 Oracle Corporation – Proprietary and Confidential 7


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Product Overview

© 2008 Oracle Corporation – Proprietary and Confidential 8


Oracle BI Applications
Multi-source Analytic Apps Built on BI Suite EE Plus
Proactive
Interactive Reporting & Ad-hoc Disconnected MS Office Web
Detection
Dashboards Publishing Analysis Analytics Plug-in Services
and Alerts

Service & Supply Chain


Procurement Human
Sales Contact Marketing & Order Financials
& Spend Resources
Center Management
Oracle BI Applications

Oracle BI Apps • Common Enterprise Information Model


built on • Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
Oracle BI EE Plus • Based on industry and analytic best practices

IVR, ACD, CTI


Hyperion
Packaged Universal MS Excel
ETL Maps Adapters Other Data Sources

© 2008 Oracle Corporation – Proprietary and Confidential 9


Oracle BI Applications
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto & Media Sector Energy Services Tech Sciences Sector
Mfg & Health & Trans

Service & Supply Chain Human


Procurement
Sales Contact Marketing & Order Financials
Center
& Spend
Management Resources

Pipeline Service Campaign Direct / Indirect Revenue and General Employee


Analysis Effectiveness Effectiveness Spend Backlog Ledger Productivity

Forecast Customer Customer Buyer Inventory Accounts Compensation


Accuracy Satisfaction Insight Productivity Receivable
Sales Team Resolution Product Off Contract Fulfillment Accounts Compliance
Effectiveness Rates Propensity Purchases Status Payable Reporting

Up-sell/ Service Rep Loyalty & Supplier Customer Cash Flow Workforce
Cross-sell Efficiency Attrition Performance Status Profile

Cycle Times Service Cost Market Basket Purchase Order Profitability Retention
Analysis Cycle Time Cycle Time Analysis

Lead Churn & Campaign Employee BOM Expense Return on


Conversion Service Trends ROI Expenses Analysis Management Human Capital

Other Operational &


Source adapters: Analytic Sources
Oracle BI Suite Enterprise Edition Plus

© 2008 Oracle Corporation – Proprietary and Confidential 10


Financial Analytics Components
1 3
Pre-built warehouse with 16 star-schemas Pre-mapped metadata, including
designed for analysis and reporting on embedded best practice calculations and
financial analytics metrics for financial, executives and other
business users

• Presentation layer
• Logical business
model
• Physical sources

2 4
Pre-built ETL to extract data from over A “best practice” library of over 360
3,000 operational tables and load it into pre-built metrics, 30 intelligent dashboards,
the DW, sourced from SAP, PSFT, Oracle 200+ reports and several alerts for CFO,
EBS and other sources Finance Controller, Financial Analyst,
AR/AP Managers and Executives

© 2008 Oracle Corporation – Proprietary and Confidential 11


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Technical Overview

© 2008 Oracle Corporation – Proprietary and Confidential 12


Oracle BI Applications Architecture
 Role Based Dashboards
Oracle BI
 Analytic Workflow
Dashboards by Role Presentation  Guided Navigation
Services
Reports, Analysis / Analytic
 Security / Visibility
Workflows  Alerts & Proactive Delivery
Administration

Metrics / KPIs  Logical to Physical Abstraction Layer

Metadata
Oracle BI  Calculations and Metrics Definition
Logical Model / Subject Areas
Server  Visibility & Personalization
Physical Map  Dynamic SQL Generation

Data Warehouse /
Data Model  Abstracted Data Model
Direct  Conformed Dimensions
Load Process
Access to  Heterogeneous Database support
DAC

Source
Data Staging Area ETL  Database specific indexing
Extraction Process
 Highly Parallel
 Multistage and Customizable
 Deployment Modularity

Oracle SAP R/3 Siebel PSFT EDW


Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 13
ETL Overview

Oracle BI
Dashboards by Role Presentation
Services
Reports, Analysis / Analytic
Workflows
Administration

Metrics / KPIs

Metadata
Oracle BI
Logical Model / Subject Areas
Server • Multiple Approaches to loading
source data
Physical Map
• ETL Layered architecture for
Data Warehouse /
extract, universal staging and load
Data Model • Provides isolation, modularity and
Direct extensibility
Load Process
Access to • Architected for performance
DAC

Source
Data Staging Area ETL • All mappings architected with
incremental extractions
Extraction Process
• Data Warehouse Administration
Console (DAC)
• Application Administration, Execution
and Monitoring
Oracle SAP R/3 Siebel PSFT EDW
Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 14
ETL Overview

Oracle BI Business Analytics


Dashboards by Role Presentation Warehouse
Services
Reports, Analysis / Analytic
Workflows

Load
Administration

Metrics / KPIs Source Independent Load

Metadata
Oracle BI
Logical Model / Subject Areas
Server

Physical Map
Staging Tables
Data Warehouse /
Data Model
Direct
Access to Load Process Source Dependent Extract

Extract
DAC

Source
Data Staging Area ETL Power Power
Connect Connect

SQL

SQL

SQL
Extraction Process

ABAP
SQL
App Layer

App Layer
Siebel
Oracle Other
OLTP
Oracle SAP R/3 Siebel PSFT EDW
PeopleSoft SAP
Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 15
Data Extraction and Load Process

Business Analytics
Extract Warehouse
 Source-specific and Universal

Load
Business Adapters
 Expose simplified business Source Independent Load
entities from complex source
systems
 Converts source-specific data to
universal staging table format Staging Tables
 Lightweight and designed for
performance, parallelism
 Extensible Extract

Extract
Power Power
Connect Connect

SQL

SQL

SQL
ABAP
SQL
App Layer

App Layer
Siebel
Oracle Other
OLTP

PeopleSoft SAP

© 2008 Oracle Corporation – Proprietary and Confidential 16


Data Extraction and Load Process

Extraction Modes
Business Analytics
 Direct Database Access Warehouse
 Oracle EBS
 Siebel CRM

Load
 PowerConnect technology
 SAP R/3 Source Independent Load
 PeopleSoft Enterprise
 Universal Business Adapters
 Used for sources with no pre-
Staging Tables
packaged business adapter
 Transforms and loads data from
universal sources through a flat file
interface Source Dependent Extract

Extract
 Supply flat file(s) or tables meeting
Power Power
a defined standard format Connect Connect

SQL

SQL

SQL
 Reduces implementation and

ABAP
SQL
maintenance significantly
compared to building full ETL

App Layer

App Layer
solution from scratch Siebel
Oracle Other
OLTP

PeopleSoft SAP

© 2008 Oracle Corporation – Proprietary and Confidential 17


Data Extraction and Load Process

Business Analytics
Warehouse
Source Independent Layer

Load
 Encapsulates warehouse load logic
 Handles: Source Independent Load
 Slowly changing dimensions
 Key lookup resolution /
surrogate key generation Staging Tables
 Insert/update strategies
 Currency conversion
 Data consolidation Source Dependent Extract

Extract
 Uses Bulk Loaders on all db Power Power
Connect Connect
platforms

SQL

SQL

SQL
ABAP
SQL
App Layer

App Layer
Siebel
Oracle Other
OLTP

PeopleSoft SAP

© 2008 Oracle Corporation – Proprietary and Confidential 18


ETL Component Architecture
Source Dependent Extract mplt Source Independent Load
(SDE) (SIL)
Oracle
Federated Data Sources

SAP R/3 Business Component Business


Business

Source Independent
Analytics
Analytics

Source Adapter
Warehouse
Warehouse

Mapplet
Siebel
Mapplet

Mapplet
Universal
Universal PLP
Staging
Staging
PSFT Area
Area

EDW mplt

Other
Post Load Process –
mplt Each record is stamped Designed to build
with Source ID Aggregates on Base Fact
Tables

© 2008 Oracle Corporation – Proprietary and Confidential 19


ETL Mapping Example – Product Dimension
Business Component Mapplet for Oracle Applications
Source

Oracle EBS Source Qualifier Expression Mapplet output to


Source Table Transformation Extract Mapping

© 2008 Oracle Corporation – Proprietary and Confidential 20


ETL Mapping Example – Product Dimension
Extract Mapping (to Temporary Staging) for Oracle
Applications Source

Business Component Source Adapter Temporary


Mapplet for Oracle EBS Mapplet Staging Table
Product Master

© 2008 Oracle Corporation – Proprietary and Confidential 21


ETL Mapping Example – Product Dimension
Extract Mapping (Temporary Staging to Final Staging)
for Oracle Applications Source

Temporary Staging Source Expression Universal


Tables (Product Master) Qualifier Transformation Staging Table

© 2008 Oracle Corporation – Proprietary and Confidential 22


ETL Mapping Example – Product Dimension
Load Mapping for Oracle Applications Source

Universal Staging Source Source Independent W_PRODUCT_D


Table Qualifier Load (SIL) Mapplet Data Warehouse
Table

© 2008 Oracle Corporation – Proprietary and Confidential 23


ETL Mapping Example – Product Dimension
Configuration Example – ROW_WID (Primary Key)
• Flexibility of Configuration
• Configuration of grain of data for facts/dimensions easily possible

© 2008 Oracle Corporation – Proprietary and Confidential 24


ETL Mapping Example – Product Dimension
Configuration Example – Slowly Changing
Dimension

© 2008 Oracle Corporation – Proprietary and Confidential 25


Incremental Extraction and Load
The Logic Behind incremental ETL
• A variety of strategies used to optimize incremental extracts and loads
• Overall Philosophy – Extract incrementally if possible, else load
incrementally
• Siebel
• Use a combination of a date window and rowid comparisons
• Oracle
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• PeopleSoft
• Use a date window and last update dates for extraction wherever
possible
• SAP
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• Certain dimensions are fully extracted and but updates on target are
controlled

© 2008 Oracle Corporation – Proprietary and Confidential 26


Incremental Extraction and Load
How Last Minute Changes Are Captured

• Mostly one set of Mappings for both Initial and


Incremental Loads
• Incremental extract will pick up the data that has been
created/updated since the last extract date
• No need not worry about last minute changes
• Changes before the extract mapping runs, will be picked up in
the current run
• Changes after that will be picked up in the next run
• Controlled through DAC, Parameter “Prune Days”
• Allows to go back "n" number of days since the last extract
which will ensure that last minute changes have been picked
up.

© 2008 Oracle Corporation – Proprietary and Confidential 27


Incremental Extraction and Load
DAC Parameter Setting for Prune Days

© 2008 Oracle Corporation – Proprietary and Confidential 28


Data Warehouse Administration Console (DAC)
Strong Competitive Differentiator

• For warehouse developers and ETL Administrator


• Metadata driven “ETL orchestration tool”
• Application Configuration
• Execution & Recovery
• Monitoring
• Allows:
• Pin-point deployment
• Load balancing / parallel loading
• Reduced load windows
• Fine-grained failure recovery
• Index management
• Database statistics collection

© 2008 Oracle Corporation – Proprietary and Confidential 29


Physical Data Model Overview

Oracle BI
Dashboards by Role Presentation
Services
Reports, Analysis / Analytic
Workflows
Administration

Metrics / KPIs

Metadata
Oracle BI
Logical Model / Subject Areas
Server

Physical Map
• Integrated enterprise-wide data
Data Warehouse / warehouse built with conformed
Data Model
dimensions
Direct
Access to Load Process • Allows modular deployment
DAC

Source
Data Staging Area ETL • Lowest grain of information
Extraction Process • Prebuilt Aggregates to support
navigation from Summary to details
• Tracks historical changes
• Implemented and optimized for
Oracle SAP R/3 Siebel PSFT EDW Oracle, SQL Server, IBM UDB/390,
Other Teradata
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 30
Common Enterprise Information Data Model

HR / Workforce
Customers Suppliers

Procurement
Distribution

Operations
Marketing

Finance
Service

Sales
Customers Suppliers

Customers Suppliers

Features: Benefits:
• Conformed dimensions • Enterprise-wide business analysis
• Transaction data stored in most (across entire value chain)
granular fashion • Access summary metrics or drill to
• Tracks full history of changes lowest level of detail
• Prebuilt and extensible • Accurate historical representations
• Built for speed

© 2008 Oracle Corporation – Proprietary and Confidential 31


Support for Cross-Functional Analysis
Pre-requisite of common conformed dimensions

Dim Table Products Dim Table


Dimension
Dim Table Dimension
Dim Table
Tables Dimension Tables

Purchase
Sales Orders
Orders
Fact Table
Fact Table

Time
Dimension
Supply Chain & Order Procurement and Spend
Management Analytics Analytics

Q. How many of my top customers bought


products from my worst suppliers?

© 2008 Oracle Corporation – Proprietary and Confidential 32


Oracle BI Apps: Selected Key Entities
Unified multi-source data model
Sales Call
Sales
 Opportunities CallCenter
Center Conformed
ConformedDimensions
Dimensions
 ACD
Opportunities
 Quotes ACDEvents
Events
Quotes  Rep Activities  Customer
 Pipeline Rep Activities Customer
 Contact-Rep
Pipeline Contact-RepSnapshot
Snapshot  Products
Products
 Targets
Order Targetsand
andBenchmark  Suppliers
OrderManagement
Management  IVR
Benchmark
Suppliers
 Sales Order Lines IVRNavigation
NavigationHistory
History  Cost
 Sales Order Lines
 Sales CostCenters
Centers
SalesSchedule
ScheduleLines
Lines Service  Profit Centers
Profit Centers
 Bookings Service
Bookings  Internal
 Pick Lines
 Pick Lines
 Service
ServiceRequests
Requests InternalOrganizations
Organizations
 Billings  Activities  Customer
CustomerLocations
Locations
Billings  Activities
 Backlogs  Agreements
Agreements  Customer Contacts
 Backlogs Customer Contacts
 GL
GLAccounts
Accounts
Marketing
Marketing Workforce
 Campaigns Workforce  Employee
Employee
Campaigns  Compensation
Compensation
 Responses  Employee  Sales
SalesReps
Reps
Responses EmployeeProfile
Profile  Service
 Marketing
MarketingCosts
Costs  Employee
EmployeeEvents
Events ServiceReps
Reps
 Partners
Partners
Supply
SupplyChain
Chain Pharma  Campaign
 Purchase Pharma Campaign
PurchaseOrder
OrderLines
Lines  Prescriptions
Prescriptions  Offers
 Purchase Requisition Lines  Syndicated Market Data Offers
 Purchase Requisition Lines  Syndicated Market Data  Ledger
 Purchase
PurchaseOrder
OrderReceipts
Receipts Ledger
 Inventory
InventoryBalance
Balance Financials
 Inventory Transactions
 Inventory Transactions Financials Modular
 Financial
FinancialAssets
Assets ModularDWDWData
DataModel
Modelincludes:
includes:
 Insurance Claims ~350 Fact Tables
Finance
Finance
Insurance Claims ~350 Fact Tables
 Receivables ~550
Receivables
 Payables
Public
PublicSector
Sector ~550Dimension
DimensionTables
Tables
Payables
 General  Benefits ~5,200 prebuilt Metrics
~5,200 prebuilt Metrics
GeneralLedger
Ledger  Benefits
 Cases
 COGS
COGS Cases (2,500+
(2,500+are
arederived
derivedmetrics)
metrics)
 Incidents
Incidents
 Leads ~15,000
~15,000Data
DataElements
Elements
Leads
© 2008 Oracle Corporation – Proprietary and Confidential 33
Types of Fact Tables
• All base facts are based on single business function, e.g. Sales Order
Lines, Sales Cycle Lines, etc.
• Types of Fact Tables
• Transactional Facts
• Mirror of transactional data from the source
• Lowest atomic grain of each transactional record
• E.g. Employee Events Fact, Order Lines Fact
• Snapshot Facts
• Snapshot of balances across time
• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and
AP aging snapshots & Opportunity Pipeline
• Cycle Lines Facts
• Derived from multiple fact tables, typically store process cycle times
• E.g. Sales Order Cycle Lines, Purchase Cycle Lines
• State Transition Facts
• Required for specialized transition count metrics
• Customer State transitions (# New, # Inactive customers, etc)
• Aggregate Facts
• Performance enhancement on key metrics
• E.g. Payroll Aggregate (out of box Monthly, but configurable to other
grains)

© 2008 Oracle Corporation – Proprietary and Confidential 34


Business Process Conformance

• Native source specific transaction types are


transformed and appended to standardized
warehouse codes
• Standardized warehouse codes are superset of all
supported sources
• Native source specific transaction types are retained
for source specific analysis
• E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit
Memo types

© 2008 Oracle Corporation – Proprietary and Confidential 35


Business Process Conformance
Example: Accounts Receivable Process

Standard Warehouse
Code
Invoice Invoice and Payment Invoice items AR documents with DR
Schedules document type

CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo AR documents with DA
items document type

Payments Cash Receipts etc. Payments/ Deposits AR documents with DA


document type and ‘A’
as special indicator
Payment Applications Cash/CR Memo Payment Item Activities AR documents with DZ
applications/Adjustments document type

Other All other types of BI/AR: All other types of All other types of AR
transactions items documents

© 2008 Oracle Corporation – Proprietary and Confidential 36


Business Process Conformance
Example: Accounts Receivable Process
• All source transaction type code values are stored and appended with standardized
warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source transaction type code values enables integration back into each
transactional system

TYPE TYPE CODE TYPE_DESC WAREHOUSE CODE


TYPE_DESC WAREHOUSE CODE
CODE
O Credit memo Credit Memo Credit Memo Credit Memo Credit Memo

4 Credit memo list Credit Memo


On-Account Credit On-Account Credit Credit Memo
S Credit memo cancellation Credit Memo Cancellation
Debit Memo Debit Memo Debit Memo
P Debit memo Debit Memo

6 Intercompany credit memo Intercompany Credit Memo Debit note Debit note Debit Memo

5 Intercompany invoice Intercompany Invoice Invoice Invoice Standard Invoice


N Invoice cancellation Invoice Cancellation
Contra Contra Standard Invoice
U Pro forma invoice Pro forma Invoice

3 Invoice list Standard Invoice

M Invoice Standard Invoice

© 2008 Oracle Corporation – Proprietary and Confidential 37


Business Process Conformance
Example: Employee FLSA Status Derivation Process
• All source FLSA Status code values are stored and appended with standardized
warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source FLSA Status code values enables integration back into each transactional
system

TYPE
TYPE_DESC WAREHOUSE CODE TYPE CODE TYPE_DESC WAREHOUSE CODE
CODE
N Nonexempt Non-Exempt NEX Non Exempt Non-Exempt
E Executive Exempt EX Exempt Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt

© 2008 Oracle Corporation – Proprietary and Confidential 38


Enhanced Multi Currency Support
• BI Apps Physical Data Model stores and supports 5
currencies
• Document Currency – the currency of the transaction
• Local Currency - the base currency of your ledger, the currency in
which your accounting entries are recorded in
• Global Currencies – common currencies used
• OOTB support for three global currencies (Global1, Global2,
Global3)
• Default currency for all reporting is Global1
• Every amount from source system is loaded into
Document Currency amount and Local Currency amount
• Exchange rates sourced from source system to load each
of the 3 global currencies
• All currency amounts are stored as persisted calculations
• Currency conversion is done at ETL time

© 2008 Oracle Corporation – Proprietary and Confidential 39


Multiple Calendar Support

• Supports Gregorian and Fiscal hierarchies out of the


box
• Allows configuration of fiscal calendar, e.g. 4-4-5
• Configuration to support multiple fiscal hierarchies
depending on user profile
• Requires Initialization block to read user profile
• Dynamically use the appropriate calendar table
• CRM OnDemand implementation supports twelve fiscal
calendars

© 2008 Oracle Corporation – Proprietary and Confidential 40


Localization / Globalization

• Dynamic Language Conversion (translation to 28


languages)
• Arabic, Chinese (Simplified), Chinese (Traditional), Croatian,
Czech, Danish, Dutch, English, Finnish, French, German, Greek,
Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian,
Polish, Portuguese (Brazilian), Portuguese (European),
Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish
• Codepage / Unicode support
• Dynamic Time Zone translations
• All timestamps are stored in warehouse stored as UTC
• Custom labeling and naming support / Flex Field
Naming
• Column Names can be dynamically named

© 2008 Oracle Corporation – Proprietary and Confidential 41


Data Integration – Multi Source Loads
• Segregation and Lineage captured in data model
• Source data keys, comprised of:
+
INTEGRATION_ID DATASOURCE_NUM_ID

Part no. Plant id


+ +
‘MT27907b’ ‘NW3’ ‘SAPJapan’

Example: Key_id for Products dimension


SAP ‘MATNR ~ MANDT’
Oracle EBS ‘item_id ~ organization_id

© 2008 Oracle Corporation – Proprietary and Confidential 42


Business Process Outsourcing Support
Oracle BI Apps supports multi-tenant concept

• Unique Enterprise Multi-Source data model


• Segregates and maintains data lineage via
DATASOURCE_NUM_ID when loading data from several
sources
• Additional TENANT_ID key allows even more flexibility for
data model to support multiple-tenanted source systems
• Enables a variety of deployment, data segregation /
separation strategies within the same data warehouse
End Customer Data Sources
BPO Customer 1 PSFT HR 8.8 North America instance
BPO Customer 1 PSFT HR 8.8 European instance
BPO Customer 2 Oracle EBS 11i10 HR instance

© 2008 Oracle Corporation – Proprietary and Confidential 43


Server Repository Overview

Oracle BI
Dashboards by Role Presentation
Services
Reports, Analysis / Analytic
Workflows
Administration

Metrics / KPIs

Metadata
• Multi-layered Abstraction
Oracle BI
Logical Model / Subject Areas
Server • Prebuilt Metrics/Dimensions
Physical Map • Prebuilt hierarchy drills and cross
dimensional drills
Data Warehouse /
Data Model • Prebuilt Aggregate navigation
Direct
Access to Load Process • Multi-pass complex calculated
DAC

Source
Data Staging Area ETL
Metrics / KPIs
Extraction Process
• Federation of queries
• Visibility & Personalization
• Prebuilt Security inherited from
Oracle EBS, PeopleSoft, Siebel
Oracle SAP R/3 Siebel PSFT EDW CRM
Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 44
Metrics and Calculations

• The applications provide several complex metrics defined logically


with an expression builder
• Share base (e.g. % share of one product sales over all products sales)
• Indexes (e.g. this division’s performance as a ratio of all divisions)
• Cross subject area metrics (across Finance and HR, e.g. Revenue per
employee)
• Variances (e.g. Budget vs Actual)
• Time series metrics
• MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)
• Period Ago Metrics (e.g. Revenue YAGO)
• Snapshot at any point of time support (e.g. # Open Service Requests)

All of these are done logically


without adding data model/ ETL complexity

© 2008 Oracle Corporation – Proprietary and Confidential 45


OBI EE Plus vs BI Applications
Oracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications – Prebuilt Metadata

© 2008 Oracle Corporation – Proprietary and Confidential 46


BI Applications – Prebuilt Metadata Example
Physical to Business Model Mapping

© 2008 Oracle Corporation – Proprietary and Confidential 47


BI Applications – Prebuilt Metadata Example
Business Model to Presentation Mapping

© 2008 Oracle Corporation – Proprietary and Confidential 48


BI Applications – Prebuilt Metadata Example
Inventory Compound Metrics- Inventory Turns
Example
• Flexibility of configuring derived calculation expressions

© 2008 Oracle Corporation – Proprietary and Confidential 49


BI Applications – Prebuilt Metadata Example
Hierarchies – Plant Location Example

© 2008 Oracle Corporation – Proprietary and Confidential 50


BI Applications – Prebuilt Metadata Example
Rich Dimensional Attributes

© 2008 Oracle Corporation – Proprietary and Confidential 51


Web Catalog Overview

Oracle BI
Dashboards by Role Presentation
Services
Reports, Analysis / Analytic
Workflows
Administration

Metrics / KPIs

Metadata
Oracle BI
Logical Model / Subject Areas
Server

Physical Map • Role based dashboards


Data Warehouse / • Prebuilt Reports/Dashboards
Data Model
Direct
• Guided Navigation
Load Process
Access to • Conditional navigational links
DAC

Source
Staging Area ETL
Data • Analytic Workflows
Extraction Process
• Alerts
• Highlighting
• Action Links to Oracle EBS,
Oracle SAP R/3 Siebel PSFT EDW PeopleSoft, Siebel CRM
Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 52
Dashboard
Pages
Example: Role Based
Dashboard
Roles

Performance
Measures
Highlighting

Conditional Navigation Flexible


View Selectors

Reports based on Prebuilt Reports


Multiple Sources with over 5200 metrics

Guided
Navigation

© 2008 Oracle Corporation – Proprietary and Confidential 53


Even more metric value under the surface

Not all measures in


Metrics used in presentation layer
Reports & used in reports &
Dashboards dashboards

Metrics in Subject Subset of logical measures are


Areas exposed in presentation layer

Metrics in Logical Aggregations, time series calculations and derived


Layer calculated measures extend physical measures

Measures from physical


Metrics in Physical columns in data
Warehouse warehouse

© 2008 Oracle Corporation – Proprietary and Confidential 54


Analytic Workflows
Directed analysis helps inexpert users
Guided Navigation
• Enables users to quickly navigate a standard path of analytical discovery
specific to their function and role
• Enhances usability and lowers learning curve for new users

Conditional Navigation
• Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attention
• Guides users to next logical step of analytical discovery

© 2008 Oracle Corporation – Proprietary and Confidential 55


Analytic Workflows – Financial Analytics
Business
Objectives / Maximize Cash Flow
Issues

Is DSO on target? Is DPO on target?

Is Overdue Balances Are Payment Terms


trending up? in compliance?
• Business Function:
How long is the
Receivables
Gain What is the aging of
Insights
underlying Overdue
Due Balances? • Role:
Balance pending?
Director, Credits & Collections
• Objectives:
Who are the Customers Drill to
and Collectors? Due Balances by Region • 1) Maximize Cash Flow
• 2) Control Risk of
Drill to Receivables Portfolio
Overdue Invoice Detail

Target collection efforts to


Take Action reduce overdue balances
© 2008 Oracle Corporation – Proprietary and Confidential 56
Analytic Workflows – Financial Analytics

Business Maximize cash flow


Objectives/
Issues
Is DSO on target?

Is overdue balances Drill to


trending up?
Detail
How long is the
Gain underlying overdue
Insights balance pending?

Who are the customers?

Drill to
overdue invoice detail

Take Target collection efforts


Action to reduce overdue
balances

© 2008 Oracle Corporation – Proprietary and Confidential 57


Navigate from Analytical to Operational
Insight to Action via Action Links

• Seamless navigation from analytical information to


transactional detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft

Action Links

© 2008 Oracle Corporation – Proprietary and Confidential 58


Flexfield and Value Set Integration

• Key Flexfields (KFFs)


• Accounting Flexfield (GL#)
• Territory Flexfield (CT#)
• Item Categories (MCAT)
• HR Position (POS)
• HR Job (JOB)
• HR Pay Grade (GRD)

• Descriptive Flexfields (DFFs)


• Stored in data warehouse extension columns
• E.g. GL Account attribute fields

• Value Set Hierarchy


• Extract hierarchical relationships of Value Sets

© 2008 Oracle Corporation – Proprietary and Confidential 59


Deployment Options

Standalone Interactive Dashboards BI in a Portal via JSR-168/WSRP

© 2008 Oracle Corporation – Proprietary and Confidential 60


Deployment Options
Embedded Directly in Applications
E-Business Suite PeopleSoft

Siebel

© 2008 Oracle Corporation – Proprietary and Confidential 61


Oracle BI Apps Security Integration
Tight security integration with Oracle Applications

Service & Supply Chain


Procurement Human
Sales Contact Marketing & Order Financials
& Spend Resources
Center Management
Oracle BI Applications

User Object Data


Tightly integrated security model Security Security Security

Oracle BI Supports iPlanet, Novell, MSFT AD,


Foundation Oracle Identity Directory (OID), and others

Right content shown to the right user

© 2008 Oracle Corporation – Proprietary and Confidential 62


User
User Security Security

How do I get in?

• Oracle BI EE Security Based Authentication


• Defines and stores user information in the RPD

• LDAP Authentication
• Stores information from the LDAP server in session variables

• External Table Authentication


• Maintains list of users in an external database

• Database Authentication
• Authenticates users through database logins

• Single Sign-On (SSO)


• Provides an open interface to enable web integration with SSO
products

© 2008 Oracle Corporation – Proprietary and Confidential 63


User
Example: Single Sign-On with Oracle Security

E-Business Suite Applications


3
navigate to
2
store ICX
session cookie
in browser
5
establish connection with
Oracle EBS

Web
Browser Oracle EBS Oracle BI
user 1
log in once 6
drill back to Oracle EBS
via Action Links 4
validate session via
the ICX cookie

© 2008 Oracle Corporation – Proprietary and Confidential 64


Object
Object Security Security

What parts of the application can you see?


• Business Logic Object Security
Presentation Layer Controls access to
Semantic Object Layer Subject Areas, Tables
Physical Layer
and Columns

• Web Object Security


Limits access to
Dashboards, Reports
and Web Folders

• Query Blocking
• Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query

© 2008 Oracle Corporation – Proprietary and Confidential 65


Object
Object Security for Siebel, EBS Security

and PeopleSoft
Associated with Web Catalog
Group: Order Management Manager Dashboards:
Order Management
Order Fulfillment

is assigned Responsibility/Role
: Order Management is associated with
Manager
User: OM Manager

Subject Areas:
Sales - Order Lines
Sales - Orders, Backlog and
Associated with Security Group:
Order Management Manager Invoices

© 2008 Oracle Corporation – Proprietary and Confidential 66


Data
Data Security for EBS Security

What data can you see?

• Multi-Org data access support with


Oracle E-Business Suite applications:
• Operating Unit

• Inventory Organization

• Business Group

• Company Org

• Ledger/ Set of Books

• Position

• HR Security Profile

© 2008 Oracle Corporation – Proprietary and Confidential 67


Data
Data Security for EBS Security

Example: Responsibility and Inventory Org


relationship in Oracle E-Business Suite

assigned to
Responsibility
user

associated with

Inventory
Organization

© 2008 Oracle Corporation – Proprietary and Confidential 68


Data
Data Security for EBS Security

Example: Inventory Org Based Security in Oracle BI

Oracle
E-Business
Suite

retrieve Inventory Orgs


based on FND_USER tables

log in
Oracle BI
user show data based on
security group filters
3

© 2008 Oracle Corporation – Proprietary and Confidential 69


Application Upgrade Methodology
Web Catalog Upgrade
 UI based tool to analyze and merge
Oracle BI
Dashboards by Role Presentation reports/dashboards
Services  Forward compatible with new BI
Reports, Analysis / Analytic Presentation Services releases
Workflows
Administration

Analytics Repository Upgrade


Metrics / KPIs  Automated 3-way merge functionality

Metadata
Oracle BI
 Original OOTB, Customer Modified, Current
Logical Model / Subject Areas OOTB
Server
 Preserves customer changes and
Physical Map incorporates Oracle enhancements

Data Warehouse / ETL & Warehouse Upgrade


Data Model
 Customization Methodology isolates
Direct
Load Process
customer changes
Access to  Diff tools to determine and reapply changes
DAC

Source
Data Staging Area ETL  DW model and data upgrade shipped with
each release
Extraction Process
DAC metadata
 Diff tools to determine and reapply
changes

Oracle SAP R/3 Siebel PSFT EDW


Other
Federated Data Sources
© 2008 Oracle Corporation – Proprietary and Confidential 70
Speeds Time To Value and Lowers TCO
Oracle BI Applications
Build from Scratch Oracle BI
with Traditional BI Tools Applications

Training / Roll-out

Define Metrics  Faster deployment


& Dashboards  Lower TCO
 Assured business value
DW Design

Training / Rollout Easy to use, easy to adapt


Define Metrics Role-based dashboards and thousands
Back-end & Dashboards of pre-defined metrics
ETL and DW Design Prebuilt DW design, adapts to your EDW
Mapping
Back-end Prebuilt Business Adapters for Oracle,
ETL and PeopleSoft, Siebel, SAP, others
Mapping
Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

© 2008 Oracle Corporation – Proprietary and Confidential 71


Typical Effort & Customization balance

Additional dashboards and


reports, guided and conditional
Dashboards & Reports Easy navigations, iBots, etc.

Additional derived metrics,


custom drill paths, exposing
OBIEE Metadata Moderate extensions in physical, logical and
presentation layer, etc.

Extension of DW Schema for


extension columns, additional
DW Schema Intermediate tables, external sources,
aggregates, indices, etc.

Extension of ETL for


ETL Involved extension columns,
descriptive flexfields,
additional tables, external
sources, etc.

Degree of Level of
Customization Effort

© 2008 Oracle Corporation – Proprietary and Confidential 72


© 2008 Oracle Corporation – Proprietary and Confidential 73
<Insert Picture Here>

BACKUP SLIDES

© 2008 Oracle Corporation – Proprietary and Confidential 74


ETL

© 2008 Oracle Corporation – Proprietary and Confidential 75


Example: Employee Dimension populated
from PeopleSoft
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Phones

SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Addresses

SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography1
W_EMPLOYEE_D
W_EMPLOYEE_D
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_Biography2

SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension_JobInformation

SDE_PSFT_EmployeeDimension
SDE_PSFT_EmployeeDimension

SIL_EmployeeDimension
SIL_EmployeeDimension

© 2008 Oracle Corporation – Proprietary and Confidential 76


Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension_Phones

PeopleSoft Source Expression Temporary Staging


BC maplet Transformation Table
(see below)

PeopleSoft Expression Maplet output to


Source Qualifier
Source Table Transformation Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 77
Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension_Addresses

PeopleSoft Source Expression Temporary Staging


BC maplet Transformation Table
(see below)

PeopleSoft Expression Maplet output to


Source Qualifier
Source Table Transformation Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 78
Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension_Biography1
Temporary Staging
Table

PeopleSoft Source Expression


BC maplet Transformation
(see below)

Lookup
Procedures

PeopleSoft Expression Maplet output to


Source Qualifier
Source Tables Transformation Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 79
Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension_Biography2

Temporary Staging
Table

PeopleSoft Source Expression


BC maplet Transformation
(see below)

PeopleSoft Expression Maplet output to


Source Qualifier
Source Table Transformation Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 80
Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension_JobInformation

Temporary Staging
Table

Lookup
PeopleSoft Source Expression Procedures
BC maplet Transformation
(see below)

PeopleSoft Expression Maplet output to


Source Qualifier
Source Table Transformation Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 81
Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension

maplet

PeopleSoft Expression
Source Table Source Qualifier Temporary Staging
Transformation
Table

© 2008 Oracle Corporation – Proprietary and Confidential 82


Employee Dimension populated from PeopleSoft
SDE_PSFT_EmployeeDimension

Expression
Transformation

Expression
Transformation

Lookup
Procedures

Input to Maplet Maplet output to


(from above) Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 83
Employee Dimension populated from PeopleSoft
SIL_EmployeeDimension

© 2008 Oracle Corporation – Proprietary and Confidential 84


Employee Dimension populated from PeopleSoft
SIL_EmployeeDimension_SCDUpdate

Expression
Transformation
Target Definition

Source Definition

Filter (SCD logic)

Source Qualifier

© 2008 Oracle Corporation – Proprietary and Confidential 85


Example of ETL Adapter
Business Component for Oracle EBS Purchase Order Lines Fact

• Reusable and part of extract mapping


• Isolates customers from dealing with source system complexity

Mapplet output to
Oracle EBS PO Source Source Expression
Extract Mapping
Tables Qualifier Transformation
© 2008 Oracle Corporation – Proprietary and Confidential 86
Example of ETL Adapter…Contd.
Source Dependent Extract (SDE) mappings
for Purchase Order Lines Fact
• Allows to keep all source specific logic in the extract layer
• Allows to keep data extracts separate from data loads
Oracle EBS

Business Component Expression Source Adapter Universal Staging


Mapplet (for PO Fact) Transformation Mapplet Table
Universal Source

Flat File Source (for PO Source Expression Universal Staging


© 2008 Oracle fact) Qualifier
Corporation – Proprietary and Confidential Transformation Table 87
Example of ETL Adapter…Contd.
Source Independent Load (SIL) mapping for
Purchase Order Lines Fact

• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)
• Provides the ability to deliver new adapters quickly
• Helps customers to add new legacy sources easily with minimum efforts

Universal Staging Expression Source Independent W_PURCH_ORDER_F


Table Transformation (SIL) Mapplet Data Warehouse Table

© 2008 Oracle Corporation – Proprietary and Confidential 88


PeopleSoft Trees

© 2008 Oracle Corporation – Proprietary and Confidential 89


PeopleSoft Tree Support via ETL

• Challenge
• Tree structures require recursive joins
• Relational BI technologies do not support this
• Approach
• Import tree structures into metadata
• Flatten structures via ETL
• Use a star schema for data storage
• Define hierarchies instead of nodes

This is accomplished using the provided ETL technology as part of the pre-built BI
Applications – using concept of an application source rather than a relational source

© 2008 Oracle Corporation – Proprietary and Confidential 90


Importing Records

© 2008 Oracle Corporation – Proprietary and Confidential 91


Importing PeopleSoft Pages

© 2008 Oracle Corporation – Proprietary and Confidential 92


Importing PeopleSoft Trees

© 2008 Oracle Corporation – Proprietary and Confidential 93


Action Links

© 2008 Oracle Corporation – Proprietary and Confidential 94


Tight Integration with Oracle Applications
Action Links navigate from analytical to operational

• Action Links
• Seamless navigation from analytical information to transactional
detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

© 2008 Oracle Corporation – Proprietary and Confidential 95


© 2008 Oracle Corporation – Proprietary and Confidential 96
© 2008 Oracle Corporation – Proprietary and Confidential 97
© 2008 Oracle Corporation – Proprietary and Confidential 98
© 2008 Oracle Corporation – Proprietary and Confidential 99
Action Link configuration for Oracle
EBS
• Identify the Oracle E-Business Suite Application page/function
that you want to link to. Obtain the function_id of that page and
identify the query string parameters required by that page. This
will have to be done by going through Oracle E-Business Suite
documentation
• Identify the Oracle E-Business Suite table that will support the
parameters needed for the Oracle E-Business Suite function
(page) that you want to build an Action link to and create this
physical table in the Oracle E-Business Suite OLTP schema as
an opaque view
• Action Link is dynamically generated by calling the
FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function
in the Oracle E-Business Suite Database Schema

© 2008 Oracle Corporation – Proprietary and Confidential 100


Action links between Analytics reports
and Siebel CRM
• Direct navigation from record to transactional while
maintaining context
• Java script in Siebel Analytics issues SWE command
to navigate to given view and query for ROW_ID of
record in given applet

© 2008 Oracle Corporation – Proprietary and Confidential 101


Action Links Configuration for Siebel CRM

© 2008 Oracle Corporation – Proprietary and Confidential 102


Action Link configuration for
PeopleSoft Enterprise
• Create a URL Id for the path to the PIA component in
the PSURLDEFN table in EPM. Add a forward slash
to the beginning of the string. Make sure that all the
search key fields are on the string and their parameter
values are denoted as :1, :2 etc depending on the
number of keys of that component
• In the OBIEE Administration tool, create an
Initialization Block and a Session Variable that we will
use to create the URL for the source system. We
need to create an Init Block. for each drill-down PIA
page
• Create a new logical column and use as action link

© 2008 Oracle Corporation – Proprietary and Confidential 103


Security

© 2008 Oracle Corporation – Proprietary and Confidential 104


User
Example: External Table Authentication Security

with Siebel CRM Applications

execute “Authentication”
Init Block

Web Siebel CRM


Browser Oracle BI
Application DB
user 1 Table S_USER
log in
3

authenticate username
and password

© 2008 Oracle Corporation – Proprietary and Confidential 105


User
Example: Single Sign-On with Siebel Security

CRM Applications
2
integrate via symbolic
URL infrastructure

3
establish connection using
NQHOST parameter

Web
Browser Siebel CRM Oracle BI
user 1
log in once 4
drill back to Siebel CRM
via Action Links

© 2008 Oracle Corporation – Proprietary and Confidential 106


Object
Example: Role Identification with Security

PeopleSoft

PeopleSoft

fetches roles from


PSROLEUSER via
session init block
1

log in
Oracle BI
3
user
show objects based
on matching object
security group

© 2008 Oracle Corporation – Proprietary and Confidential 107


Data
Data Security for Siebel CRM Security

What data can you see?

• Data Security support with Siebel CRM


Applications:
• Position

• Owner

• Organization

© 2008 Oracle Corporation – Proprietary and Confidential 108


Data
Data Security for Siebel CRM Security

Example: Position Based Security

is assigned Position:
Sales Manager
Analytics

User: Sales Manager

(is stamped on Data Object)


can view

Data Object:
Account
Partner
Order

© 2008 Oracle Corporation – Proprietary and Confidential 109


Data
Data Security for Siebel CRM Security

Example: Position Based Security

ETL
Oracle Business
Analytics Siebel CRM
Warehouse

retrieve position hierarchy


from the warehouse

log in
Oracle BI
user show data based on
security group filters
3

© 2008 Oracle Corporation – Proprietary and Confidential 110


Data
Data Security for PeopleSoft Security

What data can you see?

• Data Security support with PeopleSoft


Applications:
• Set ID
• Company Org
• Operating Unit
• HR Business Unit
• Payables Business Unit
• Receivables Business Unit
• Position
• Ledger/ Set of Books

© 2008 Oracle Corporation – Proprietary and Confidential 111


Data
Data Security for PeopleSoft Security

Example: Operating Unit Based Security

PeopleSoft

fetches Operating Unit


Organization (s) via
session init block
1

log in
Oracle BI
user show data based on
security group filters
3

© 2008 Oracle Corporation – Proprietary and Confidential 112


Data
Data Security for PeopleSoft Security

Example: HR Business Unit Based Security

Managed by
HR Organization

User: HR Analyst

Owned by
can view

Data Object:
HR Data

© 2008 Oracle Corporation – Proprietary and Confidential 113


Data
Organization Based Data Security Security

Regular Employee Data Visibility

• We extract employee-manager relationships from


PS_JOB
• A regular employee can only see his data and his
subordinates’ data

© 2008 Oracle Corporation – Proprietary and Confidential 114


Data
Organization Based Data Security Security

HR Analyst Data Visibility

• An HR analyst can see all HR data for an


Organization he or she is managing

© 2008 Oracle Corporation – Proprietary and Confidential 115


Data
Organization Based Data Security Security

HR Analyst Data Visibility

• Within his own Organization, an HR analyst


can only see his subordinates’ HR data

© 2008 Oracle Corporation – Proprietary and Confidential 116


The preceding is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. 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 for Oracle’s
products remains at the sole discretion of Oracle.

© 2008 Oracle Corporation – Proprietary and Confidential 117


© 2008 Oracle Corporation – Proprietary and Confidential 118
© 2008 Oracle Corporation – Proprietary and Confidential 119