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Business Intelligence and Oracles E-Business Suite How Does It Fit Together?
16 March 2004 Michigan OAUG Quarterly Meeting
David Fuston Senior Oracle Applications Consultant FMT Systems, Inc. www.fmtsystems.com Office: 248.246.1555 Direct: 816.729.1033 dave@fmtsystems.com
2004,
FMT Systems is a solutions company that delivers complete business integration and process management solutions allowing companies to integrate their people with business processes and technology effectively and efficiently. Our solutions work in unison with your enterprise applications, projects, and people. The value that our products and services can bring to your enterprise project and bottom line include:
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faster ROI on current and future investments in technology and people reduced implementation time increased worker productivity. Resulting from streamlining the training/education process, increased communication, accessibility to the real-time information where and when needed more efficient implementation of organizational transition initiatives increase collaboration on process efficiencies within and outside of an organization fewer delays in decision making
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Agenda
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Technical and functional consultant with over 18 years of experience in applications development, IT management, and financial controller positions for Fortune 500 and World 200 companies. Oracle Beta Tester since 1997 for numerous programs, such as Applications 11i, Financial Analyzer 6.x, 9iAS Discoverer, Discoverer 10g, Warehouse Builder 9i, and Oracle 8i/9i Specialize in staff augmentation for Oracle Applications 11i financial (GL, AP, AR, FA, BIS, DBI) and manufacturing (PO, OM, INV) implementations, including data warehousing, business intelligence and reporting Officer, speaker, and sponsor in OAUG, BI/DW SIG, OracleWorld, AppsWorld, IOUG, ODTUG, NCOAUG, SCOUG, KCOUG, and CSOAUG Teaching and training role started in 1984 as a manufacturing plant zero defects trainer utilizing the Phillip Crosby Quality College methods.
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EDW BIS and DBI Oracle Sales Analyzer Oracle Financial Analyzer and EPB 9iAS Discoverer Reports
Questions
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BI Analytical Applications
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Packaged Analytic Application The buy optionA vendor-supplied package that provides domain-specific analytics. It contains an integrated set of analytic tools, data models, ETL mappings, business metrics, predefined reports, and best practice processes that accelerate the deployment of an analytic application in a given domain or across multiple domains. Custom Analytic Application The build optionAn analytic application that is primarily built using tools, code, or customizable templates to provide the exact look, feel, and functionality desired by an organization for its analytic environment.
THE RISE OF ANALYTIC APPLICATIONS: BUILD OR BUY? TDWI REPORT SERIES by Wayne W. Eckerson
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Recent BI Trends
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Shift from departmental to enterprise-wide BI Systems pressured to operate in (near) RealTime Interoperability and integration is key trouble spot
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BI and DW embedded in Applications BI use in Portals BI dashboards access the DW BI has expanded from the traditional On Line Analytical Processing (OLAP) to now include Query and Reporting, ETL, Data Mining, and Data Visualization.
Return on Investment (ROI) for analytic applications range from 17% to more than 2,000% per IDC December 2002 study, document #dg20021202.
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Empowers end-users to do own analysis Frees up IS/IT backlog of report requests Ease of useeasy selection of data Drill-down Limited knowledge of SQL or tables required Exception Analysis Variance Analysis Easy rotation Formula calculations Aggregate data
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Standard Oracle Reports dont meet business requirements Visibility and Simplification of Reports from multiple data sources Custom reports take too long to produce Inability to drill down from summary data to consistent details for clean, accurate, and timely data Many Resources tied up in reportingneed daily production reports and exception reporting in dashboards, scorecards, alerts Data manipulation is required, extensive use of Excel No tools or time to do detailed analysis Data is not accuratelittle to no integration of data across organizations, nor business areas Multiple data sources, complex table structuresno central repository for business and technical information Views are not performing well Multiple versions of the truth in meetingsno single set of business rules nor definitions
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Agenda
What BI is and Terminology q Marketplace q Oracles Corporate Performance Management (BI)
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http://www.dw-institute.com/marketplace/index.asp
Administration & Operations (135) : Performance & Usage Management, Database Management, Capacity Planning, More Analytic Applications & Development Tools (298) : Development Tools, Visualization Tools, Business Performance Management, More... Business Analytics (245) : Data Mining, Query & Reporting, OLAP, Business Analytics Suites, More... Business Intelligence Services (123) : Consultants/Systems Integrators, Analytic Service Providers for Data Warehouse, More... Data Integration (184) : Data Quality and Cleansing, DW Mapping & Transformation, Meta Data Management, More... Data Warehouse Design (31) : Data Modeling & Analysis, Data Warehousing Toolsets, More... Information Delivery (98) : Enterprise Information Portals, Broadcasting, Wireless Data Analysis, More... Infrastructure (89) : Relational Database Management Systems, Multidimensional Databases, More...
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EDW BIS and DBI Oracle Sales Analyzer Oracle Financial Analyzer and EPB 9iAS Discoverer
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Questions
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Relational Reporting
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Based on the many criteria discussed in The OLAP Report, a potential buyer should create a shortlist of OLAP vendors for detailed consideration that fall largely into a single one of the four categories. There is something wrong with a shortlist that includes products from opposite sides of the square. Nigel Pendse OLAP Report
Advantages
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Major Players
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Lowest Cost Per Seat Rich Formatting Web deployable No real analysis Not interactive Hard to manipulate for end users Not really BI
Disadvantages
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DOLAP (Desktop)
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Advantages
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Major Players
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Advantages
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Major Players
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Low Cost Per Seat Easiest to Deploy End User Friendly Transactional Data Limited Functionality Limited Data Capacity Limited Customization
Disadvantages
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Cognos (PowerPlay) Business Objects Brio Crystal Decisions Hummingbird Oracle (old c/s Discoverer)
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Deal with Large Data Volumes (Terabytes) Access via SQL Read-Only Reporting Slow Performance Limited Financial Calculations
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Disadvantages
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MicroStrategy (DSS) IBM Informix (MetaCube) MindShare WhiteLight Oracle (web Discoverer, BIS, DBI) Noetix NETS
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Application OLAP/BI
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Advantages
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Major Players
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Advantages
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Major Players
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High Performance Database Best of Breed Solution Sophisticated Functionality Supports Multiple Third Party Tools Supports Gigabytes Proprietary Language
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MS OLAP Services (starting with v7.0) Hyperion/Arbor (Essbase) Applix (TM1) Seagate (Holos) Oracle (Express, 9i OLAP option)
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Integrated Application with Database Out-of-Box Complete Toolkit High Functionality Some can be configured as Hybrid OLAP (HOLAP) Complexity Cost Per User
Oracle (OFA & OSA) Hyperion/Arbor (Essbase) Information Builders (WorldMart) SAS
Disadvantages
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Disadvantages
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Agenda
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NOTE: These figures include OLAP server and client software, applications and OLAP consulting, whether performed 2004,the Systems Inc. All rights reserved. by FMT software author or third-parties.
Integrating people, processes, and technology!TM
What BI is and Terminology Marketplace Oracles Corporate Performance Management (BI) n EDW n BIS and DBI n Oracle Sales Analyzer n Oracle Financial Analyzer and EPB n 9iAS Discoverer Questions
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Performance Management
Strategic Planning Budgeting Forecasting Balanced Scorecard Value-Based Management Industry Specific Domain-Neutral
Profitability Modelling
Profitability Modeling
Data Warehouse / ODS Transactional Applications: ERP, SCM, CRM, Finance, HR, Legacy, etc.
Data Warehouse / ODS Transactional Applications: ERP, SCM, CMR, Finance, HR, Legacy, etc.
Key
Analytic BI Apps
Operational BI Apps
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Strategic BI Apps
Key
Oracle Suite
Analytic BI Apps
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Operational BI Apps
Strategic BI Apps
Agenda
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What BI is and Terminology Marketplace Oracles Corporate Performance Management (BI) n EDW and alternatives n BIS and DBI n Oracle Sales Analyzer n Oracle Financial Analyzer and EPB n 9iAS Discoverer Questions
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Content: GL, AP, AR, PO, HR, OM--partial GA in 2001, now in maintenance mode with approximately 30 customers Integration of multiple instances / versions of Oracle Apps (10.7, 11.0.x, 11i) via API Leverage 9i data warehousing features, primarily SQL Analytic commands and Materialized Views Conforms to Common Warehouse MetaModel (CWM), specifications adopted by Object Management Group (OMG--composed of IBM, Oracle, Microsoft, and Informatica) Report using Discoverer only (if have external data sources)
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Support for non-Oracle Apps data is difficult as must load data via API into Oracle Apps tables first. If you use OWB and load non-Oracle data directly into EDW tables, you are in a custom nonsupported solution Modules not supported yet WIP, BOM, MRP, FA Separate security from apps security due to separate db instance on separate box EDW 4.1 (applicable to apps 11.5.9) requires 9iAS 9.0.2+, OWB 9.0.3.5+, and Discoverer 4.1.37+ Requires Oracle VP approval to implement via Oracle Consulting as EDW is in maintenance mode
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Discoverer Workbooks
DBI
EDW
Oracle EDW DecisionPoint Applications Jaros Analytics Noetix NETS Do-it-Yourself with Discoverer & OWB
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Summary and detail data need to matchevent based or time based, sync modules or whole app, at what frequency, under what conditions Performance considerations for Apps DBviews on same box or separate box copy, multiple years in OLTP versus warehouse, historical data load into OLTP or warehouse at time of upgrade or system conversion Capture the transient detail (ex: net changes to orders) or snapshots for reports such as shipment backlog, inventory turns, AR days sales outstanding, etc. Ability to create summary or aggregate tables and/or cubes and then have these tables be visible to client end-user tool for query performance Partitioning of data for both archive, backup, and data rolloff strategies
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Metadata shared, such as Common Warehouse MetaModel (CWM), amongst transformation engine, database, and client front-end toolload once, report many times strategy Time/date stamps on different systems in different formats and using different data types need to be merged into a single fact table Data Warehouses are never done, ultimately becoming the historical repository in lieu of upgrading data in Oracle Apps Integration of multiple data sources (Oracle and non-Oracle) happens at least 85% of the time in a BI/DW project No single BI end-user tool will fit with the needs and wants for multiple groups of end-users, with requirements such as simple 2-D reporting, ad-hoc query, traditional 3-D OLAP with drill and rotate, CPM, BAM, data mining, and forecasting what if models
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Differences in DW packages
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Do not use virtual DW, i.e, do not directly access OLTP tables, use views as insulation Do not code ETL functions by handuse the packaged tools and functions Integrate components of the DW architecture with central metadata Use end-user client tools that integrate with the metadata and pre-computed aggregates Architecture of complete DW includes conforming dimensions for multiple business areas (i.e., data marts) for cross-module drill down
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EDW uses OWB and supports non-Oracle data loaded into Oracle Apps via API, or custom loads via OWB into EDW Noetix uses no ETL, has only Oracle Apps as source outof-the-box, other sources are custom DPA uses a proprietary ETL against Oracle Apps and can customize for non-Oracle sources Jaros uses Informatica PowerMart as OEM for any data source out-of-the-box, with mappings provided for Oracle Apps
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Agenda
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EDW has partial CWM with OWB metadata, but not with Discoverer EUL, which is an additional extract and load Noetix uses central repository in MS SQL Server, but it is not CWM compliant, must be loaded into your data modeling tool, and then shares metadata with WebQuery or loads Discoverer EUL DPA uses a proprietary metadata repository, which must loaded into your data modeling tool, and then shares metadata with DecisionCast, or loads Discoverer EUL, Business Object Universe, etc. Jaros uses CA Erwin for data modeling, Informatica PowerMart for central metadata repository, shares metadata natively with Jaros Dashboard, Business Objects, Cognos, Brio, MicroStrategy, Hyperion, or loads Discoverer EUL
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FMT Systems Inc. All rights reserved.
What BI is and Terminology Marketplace Oracles Corporate Performance Management (BI) n EDW n BIS and DBI n Oracle Sales Analyzer n Oracle Financial Analyzer and EPB n 9iAS Discoverer Questions
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BIS 1.x patch on Apps 11.0 BIS 2.x released with Apps 11i BIS 3.x/4.x Embedded Data Warehouse
Version 1-2
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Data Warehouse
Version 3-4
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Operational Integration
Execute Hypothesis
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Version 5
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Materialized Views
First shipped in 1998 Uses standard Oracle Apps security profiles Covers GL, AP, AR, HR, PO, Projects, Manufacturingprocess and discrete modules Standard advise on performance problemssetup BIS on a separate instance Currently in maintenance mode Uses Discoverer technology under the covers
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First shipped as Early Adopter in February 2003 Has roughly 10+ Early Adopters using versions 5.0, 5.1, and 6.0 Uses same HTML server as Performance Analyzer and Enterprise Planning and Budgeting, not same as Discoverer Covers GL, AP, AR, PO, PR, CRM, Sales, HR, contracts, marketing, iStore and services modules; Partial coverage for supply chain and discrete mfg Supports 9i OLAP database option, similar to Discoverer 10g Uses same security model as Oracle Apps if installed in same instance Designed to be intuitive, and therefore no end user training should be necessary
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DBI limitations
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Since materialized views must be synchronized on a schedule (time or event driven), each html page in viewer must have all data updated at same time from daily refresh Not allowed to extend or customize views or viewer; must wait for next release which includes a designer and toolkit; in meantime, you can create EUL on top of materialized views and use Discoverer for customizations Requires 9iR2 (9.2.04), 11.5.8+ (really 11.5.9), prefer RAC for performance reasons; if do not have RAC, then can use a bigger box or create a copy instance for reporting only Oracle consulting must be engaged when participating in early adopter program; expect 3-6 weeks to get up and running on multiple modules; GA is expected with 11.5.10 If need to incorporate external data sources, you are currently outside of DBI support
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FMT Systems Inc. All rights reserved.
What BI is and Terminology Marketplace Oracles Corporate Performance Management (BI) n EDW n BIS and DBI n Oracle Sales Analyzer n Oracle Financial Analyzer and EPB n 9iAS Discoverer Questions
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Other Tools
Powerful Analysis
Oracle Express Server 6.x
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Server-centric Approach for the Express Databases Read-only Application Ability for End-users to Create Custom Measures and Aggregates Ability to Deploy in Any OLAP Mode:
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Not Tightly Integrated with Any of the Modules of the E-Business Suite
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External Data
OFA Architecture
Drill-down
Receivables Payables
Data
Oracle General Ledger
ADI
Structures
Extract Files
Ability to Create Asymmetric Reports q OFA integrates with the Oracle General Ledger via GL Link q Custom Facts (FDIs), But Knowledge of Express Language Needed may be needed
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Super Shared
SubAdmin Personal
SubAdmin Shared
Analyst
Budget
OFA Recommendations
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Limitations on some new features not available with link to 10.7 Uses Oracle ADI Write Back to New Budget Avoid Overwriting Previous Iterations
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Drill to GL detail
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Can Switch to Different GL Instance (new in 6.3) in same Express OFA instance Solve Profile after Balance Load
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Will only solve the portion of the database that has new data
Analyze How Many Dimensions Are Really Needed Maintain Hierarchies in Oracle GL, If Possible Use GL Link to Load Structures, But May Need to Write Custom Load for Data Size Issue Use GL Link to Load Actuals, Custom Code to Take That Information and Load Into Other FDI In Order to Customize Structures Any Customization Would Require a Knowledgeable Express SPL Resource Use Models to Create Balance Sheet or Income Statement If COA Not Capable, or need what if scenarios in budgeting or forecasting
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Distribute
Streamlined automated process Budget lines by Org Notify managers
Define
Create
Distribute
Analyze
Submit
Approve
Create
Identify organization Map plans to budget lines Develop hierarchies Develop financial models
Analyze
Multi-dimensional what-if Variance Profitability User defined annotations
Models, custom aggs, custom measures, FDIs Data loaders Data entry User scoping
Solve definitions, solve groups Saved Selections Folders, reports, graphs Worksheets, data entry Spreadsheet add-in
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Defined by associating business processes with data source, input and output levels, calculations and allocation rules** Selection Objects in BI catalog Objects in BI catalog Not Migratedcreated via business process Export to MS Excel supported**
FMT Systems Inc. All rights reserved.
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Delivered as part of Oracle Applications, but can be run standalone Delivered as a patch to Oracle Applications 11.5.9 -Included as part of the rapid install for 11.5.10 Backports of EPB to 11.5.8 or earlier are not technically feasible Requires Oracle9i Database 9.2.0.4 plus OLAP Option If a customer has 10.7 or 11.0.x or no Oracle Applications, then the product can be a standalone solution
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OFA and OSA 6.4 will be supported until mid 2008 with error correction support until end of 2006 Oracle will provide a migration path for existing customers of OFA and OSA to migrate their implementations to EPB These are migration tools, not a one-click upgrade n Should I migrate or re-implement? OSA ROLAP customers will need to convert their warehouse schema into EPB form as part of migration Migration paper on http://www.oracle.com/applications/cpm
Performance Analyzer Activity Based Management Public Sector Budgeting Projects Fixed Assets Human Resources Grants
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Agenda
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Discoverer
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What BI is and Terminology Marketplace Oracles Corporate Performance Management (BI) n EDW n BIS and DBI n Oracle Sales Analyzer n Oracle Financial Analyzer and EPB n 9iAS Discoverer Questions
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Ad-hoc Query Tool Used to Analyze Data on the fly From Oracles Relational Database Integration With Oracle Warehouse Builder, Oracle Reports, Oracle Express Products, and Oracle Designer Uses Drill-down and Pivoting Discoverer Manager defines the following 4 types of drills:
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Item to item drills (item hierarchies) Date to date drills (date hierarchies) Drill to detail item class (hyperdrills) External application drills (hyperdrill plug-ins)
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OWB can generate Discoverer metadata OWB and Discoverer Bridge can
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Relational Database
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Discoverer Advantages
Simple SQL custom calculations More flexible reporting (subtotals, etc.) q Operates directly against relational data source q Transactional view available q Record-based selection q More intuitive for users that know SQL
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Tables and graphs Drag-and-drop rotation q Drill-down/up q Easy to use interface q Cache data q Conditional formatting (color-coding)
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Discoverer Limitations
Disadvantage - Need For Users to Know Underlying DB structures and/or SQL q Weak security, either public or private, unless installed as part of Oracle Apps
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Create EUL against Business Views Oracle BIS/DBI Create Datamart Enterprise Data Warehouse
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Create Datamart
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Distill critical Applications tables into a datamart - most difficult DIY approach q Requires extensive knowledge of Applications schema q Snapshot of data that needs to be refreshed q Challenging to preserve flexfields q Better performance
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Applications Certification
approach
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Customers who use BIS/EDW are certified to use 4i against 11i if iAS 1.0.2.2.2 installed on separate machine (metalink note 139516.1, ARU 1834171) q Customers who use BIS/EDW and want iAS 1.0.2.2.2 in same Apps Oracle Home can use the 11.5.7+ rapid install
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Attempted integration of stand-alone packages or tools which do not share common metadata Coding of extraction/transformation/load procedures by hand Populate DW with dirty source data DBA(s) that have OLTP and normalized table experience, but no dimensional star schema experience Inability to respond to change requests from users Lack of flexibility in query, analysis, and reporting tools Failure to meet the needs of the business
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Lack of ERP data source expertise at table level Lack of enterprise wide DW architecture and infrastructureETL tool, central metadata repository, metadata exchange interface, data modeling tool, and end user tools Lack of defined process stepsdefine business needs, specify architecture, select tools, and then implement Let the ERP package dominate the DW Did not anticipate performance and/or scalability issues Lost audit trail, data integrity, or ability to reconcile during data transformation/scrubbing
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QUESTIONS?
Business Intelligence and Oracles E-Business Suite How Does It Fit Together?
16 March 2004 Michigan OAUG Quarterly Meeting
David Fuston Senior Oracle Applications Consultant FMT Systems, Inc. www.fmtsystems.com Office: 248.246.1555 Direct: 816.729.1033 dave@fmtsystems.com
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