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ComeSeeEdgewaterRanzal atKscope11
PostedonMay18,2011byrichardsonjeff ODTUGKscope11isrightaroundthecorner.Kscope11offersthechanceforafulldayEPM SymposiumonSunday,plustheopportunitytolearnfromexpertsintheEPMandBIfieldsona widerangeoftopics. EdgewaterRanzalwillbewellrepresentedattheconference,withourassociatespresentingeight presentationscoveringPlanning,DRM,EPMA,HFM,andFDM.Thesessionsthatwewillbe presentingatKscope11aresummarizedbelow.Eachtitlelinkstoanabstractforthepresentation, providingadditionaldetails.
Session No. 1
Date
Time
Room
Presenter
Title
6/27/11
11:15 12:15
102C
6/28/11
11:15 12:15
103C
TonyScalese
Planning(orEssbase)andFDM andERPiEqualsSuccess!
10 11
6/28/11 6/29/11
4:305:30 8:309:30
101B 103A
ChrisBarbieri PatrickLehner
11
6/29/11
8:309:30
101B
ChrisBarbieri
GettingStartedwithCalcManager forHFM
12
6/29/11
9:4510:45 101B
ChrisBarbieri
AdvancedTopicsinCalcManager forHFM
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6/29/11
9:4510:45 102C
JohnMartin
13
6/29/11
11:15 12:15
101B
TonyScalese
17
6/30/11
8:309:30
101B
TonyScalese
18
6/30/11
10:30 11:30
101B
PeterFugere
IFRSReportingWithinHyperion FinancialManagement
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OECBwillbestowanintegratedBIplatformthatsupportsOLAPcapabilitiesanddashboardsamong others.OECBwillalsoallowEssbasetoleveragemetadataanddatafromOBIandOBIapps.Other supportswillincludewhat-ifscenarios,allocations,spreading,changingattributes,andmultiple hierarchycomparisons. Fromausersperspective,OECBwillprovideseamlessauthenticationfromOBItoEssbasewhich reducesmaintenanceandimprovestheuserexperience.Userscanalsofeelconfidentthat metadataanddatawillhavethesamecontextacrossplatformswhichmeanuserswillseethesame dimensions,membersandmeasuresbetweentheirOBIandEssbaseapps.Theenvironmentswill besynchronizedasupdatedchangeswillberetainedandappliedwithdatavaluesmatching betweenthetwoapps.OBIdashboardmetadataanddatacontentswillbesynchronizedto Smartview.OBIphysical/businessmodelandmapping/presentationlayerswillbesynchronizedto Essbase.Additionalsupportfeaturesindicatedaboveaffordsuserswiththeabilityformorerobust development.Allofthisbecomesavailablestartingwithversion11.1.2.Priorversionswillalso becomeavailableaftertheofficialreleaseofOECB. TheimplicationhereisifyoureatraditionalOBIEEshopwantingtoaddflexibilitytoimproveanalysis withapowerfulapplicationlikeEssbase,OECBwillbeyouropportunity.AsOraclecontinuesto provideexpandedintegrationsbetweenEssbaseandOBIEE,seehowthisnewofferingcalled OracleBusinessIntelligenceEssbaseCubeBuildercanbeleveragedwithinyourorganization. PostedinBIReporting,EPM,OBIEE,OracleHyperion,Planning&Essbase,SmartView| TaggedEssbase,Multi-Dimensional,OBIAnswers,OBIInteractiveDashboards,OBIPublisher, Oracle11g,OracleBIAdministrationTool,OracleBusinessIntelligenceEnterpriseEdition, Relational,Smartview
ORACLEHYPERIONCALCMANAGER
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Part3WorkingwithTemplates
PostedonJuly31,2010byrichardsonjeff InPart1ofthisseries,weintroducedCalcManager,providingageneraloverviewandexplanation ofsomenewterms.Inthesecondpostintheseries,wewalkedthroughthedevelopmentofa Planningrulethatutilizedaruntimeprompt.Inthispost,wellexploretemplatesprovidedwithin CalcManager. AswiththeRuleDesigner,whichisagreattooltohelplessexperienceddevelopersbuildrules, templatesprovideasimplewaytodeveloprulesforbasictasksinPlanningandEssbasetasks suchascopying,clearing,exporting,allocating,andaggregatingdata.Inaddition,youcandesign yourowntemplates. WellbeginbyloggingontoHyperionWorkspaceandnavigatingtoCalcManager.Oncein Workspace,thenavigationpathis:Navigate->Administer->CalculationManager.
OnceinCalcManager,youlllandontheSystemViewtab,whichappearsasfollows:
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Onceagain,IllusemyEPMAenabledversionofmyPlanningappbasedonSample.Basic.
CLEARDAT A
InordertousethesystemtemplatetoClearData,draganddropClearDatafromtheSystem
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CO PYDAT A
TheCopyDatatemplatehelpstowalkthecalcdeveloperthroughtheprocessofcopyingdatafrom onesliceofthedatabasetoanother.
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Intheremainderofthewizard,youselecttheCopyFrommemberandtheCopyTomember.The calcscriptgeneratedfollows:
"Sales"( IF("Sales"==#missingand"Cases"!=#missingand"RevenueperCase"!= "Sales"="Cases"*"RevenueperCase"; ELSEIF("Sales"!=#missingand"Cases"==#missingand"RevenueperCase" "Cases"="Sales"/"RevenueperCase"; ELSEIF("Sales"!=#missingand"Cases"!=#missingand"RevenueperCase" "RevenueperCase"="Sales"/"Cases"; ELSE "Sales"="Cases"*"RevenueperCase"; ENDIF )
ALLO CAT IO NS
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ThecodegeneratedbyCalcManagerfollows:
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therearenoformulasonthedimensionsbeingcalculated.Generallyspeaking,storedformulason sparsedimensionsshouldbeavoidedduetoperformanceissues.
SET CO MMANDS
ThenexttemplatewalkstheuserthroughsettingvariousSETcommandsforthecalc.Thisisafairly straightforwardexercise.
EXPO RT DAT A
ORACLEHYPERIONCALCMANAGER Part2CreatingaPlanningRule
PostedonJuly1,2010byrichardsonjeff InPart1ofthisseriesweintroducedCalcManager,providingageneraloverviewandexplanationof somenewterms.Inthispost,wewillwalkthroughthedevelopmentofaruleforHyperionPlanning usingthegraphicalinterfacewithinCalcManager. Again,inordertoaccessCalcManager,logontoHyperionWorkspace.OnceinWorkspace,the navigationpathis: Navigate->Administer->CalculationManager.
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OnceinCalcManager,youlllandontheSystemViewtab,whichappearsasfollows:
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Formypurposes,ImgoingtodirectlytypemySETcommandsintotheComponentDesigner.Once Follow
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complete,saveandvalidate.
Inthisexample,Illcreatearulethataggregatesthecube,usingaruntimepromptfortheVersion dimension.
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Toaddtotherule,draganddroptotherightoftheSETcommandscript.Myscreenlookslikethis: Follow
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HighlightthevariableandclickOK.Mymemberrangeboxlookslikethis:
Again,Imgoingtoselectafunction(AGGinthiscase).IthenselectProductsandMarketfromthe dimensionselector.
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Now,saveandvalidate.TodeploytheruletoPlanning,selectQuickDeploy:
Oncedeployed,therulecanberunfromPlanning.
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ORACLEHYPERIONCALCMANAGER Part1
PostedonJune11,2010byrichardsonjeff WiththecontinuedinvestmentintheHyperiontoolsetbyOracle,therewasadesiretocentralize thedevelopmentofcalculationsforHFM,Essbase,andPlanning.Asaresultofthis,Oracle HyperionCalculationManagerwasborn.CalcManagerisapowerfultoolfordevelopingand administeringrulesforPlanningandEssbase.Anintuitivegraphicalinterfaceisavailabletohelpin thedevelopmentprocess,helpingtoexpeditemovementthroughthelearningcurveforpeoplejust beginningtodiptheirtoesintotheworldofOracleHyperionPlanningandOracleEssbase. Overthecourseofseveralpoststhissummer,IllexploreCalcManagerfunctionalityfromthe EssbaseandPlanningpointsofview.ForEPMA-enabledPlanningapplications,useofCalc Managerisrequired.Withversion11.1.1.3,CalcManagercanbeusedwithClassicPlanningapps aswell.However,thefocusofmyblogpostswillbeEPMA-enabledapps,asClassicPlanningrides offintothesunset. CalcManager,acomponentofEPMArchitect,isintegratedintoEPMWorkspace,thestandardentry pointformanyHyperionapplications.InordertoaccessCalcManager,logintoWorkspace,and selectNagivate->Administer->CalculationManager(seescreenshotbelowfornavigationpath). However,beforewegettoofarintoactuallynavigatingthetool,wellneedtogetcomfortablewith theterminologywithinCalcManager.
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Essentially,rulesarethefinishedcalcscript,similartoBusinessRulesinthepast.Rulesareused formodeling/allocations/aggregationsandthelike.Rulescanbebuiltusingsystemtemplates. Oraclehasprovidedstandardizedtemplatesfortaskssuchasclearing,copying,allocating, aggregating,andexportingdata.Again,thesetemplateswillbeexploredinadditionaldetailina futurepost. RulesetsaresimilartoBusinessRuleSequencesunderHyperionBusinessRules.Rulesetscanbe usedtolaunchrulessequentiallyorsimultaneouslydependingonyourlogicrequirements. NowthatwevecoveredthebasicterminologyrelatedtoCalcManager,inmynextpost,which shouldbeonlinebyJuly4,wellwalkyouthroughcreatingaruleforanEPMAenabledPlanning app.Inthemeantime,ifyouhaveanyquestions,leaveacomment! PostedinHFM,OracleHyperion,Planning&Essbase|Taggedcalcmanager,EPMA,Essbase, HFM,Hyperion,Oracle,Planning|1Reply
UsingHyperionEssbasetoReport ComparableStoreSales
PostedonMay12,2010bybhennigan Oneofthecommonlyusedmeasuresintheretailindustryiscompscomparisonsofactualsales forthisyearversuslastyear.Thegoalofreportingcomparablestoreistoprovideinformationon whatportionofacompanyssalescomesfromincreasingsalesgrowthinexistingstoresversus openingnewstores.Thismetricisusedtomeasurewhetheracompanyssaleswillcontinueto growwhenstorebasereachesasaturationpoint,orthecompanyslowsexpansion. Whataretheconsiderationsindefiningcompstorecalculation? Definitionofcompstore.Inadditiontohavingastoreopenforatleast1year,itsimportantto comparestoresthathavenotchangedsignificantly.Inthiscase,weareusingsquarefootage inthestoretoidentifysignificantchangestoastore.Inourexample,ifsquarefootage changesbymorethan25%,salesarenolongercomparabletopriorperiods.Also,ifthe statusofastorechanges(i.e.opening,closing,moving,temporarilyclosing),compstoresales arenotcomparablewithpriorperiods.
Follow Definitionofapplicabletimeperiods.Inthiscase,weusedmonthtodate,quartertodate,
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andyeartodate.Eachapplicabletimeperiodiscalculatedmonthly.Theapplicabletime periodamountiscalculatedonlyforstoresopenduringtheapplicableperiod.Forexample, theJuneYTDamountfor2010isonlycalculatedforstoresinexistencefromJan2009. Calculationofcompsales.Mostclientsprefertoremovetheeffectsofcurrencytranslationon thiscalculation.Inthiscase,onlynetsalesareusedforcompstoreanalysis. Implementation Thedatabaseoutlineforthecompsalesdatabasecontainsthefollowing10dimensions: Anindividualstoreisuniquelyidentifiedasamemberinthestoresdimension. Compstoreamountsareonlycalculatedforthecompstoresscenario.Actualdataisloadedto thecompstorescenario.
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Approach Thereare2differentcalculationsforthecompstoreprocess: Thecalculationofthecompstoresalescounterdetermineswhetherastorequalifiesforcomp storestatusbasedonsquarefootageandstorestatus. Thecalculationofcompstoremetricsisdependentonthecalculationofthecompstoresales counter.Themetricscalculationdeterminescompstoreamounts. Thekeyprocessesforthecompstoresalescountercalculationareasfollows: Calculatemonthlysquarefootageamounts.SetbeginningbalanceequaltopriorDecember. Accountscalculatedare:squarefootage,storestatus,andcompstorecounter. Calculatemonthlysquarefootagechangepercent. Calculateendingstorestatusandcompstorestatuscounterbasedoninputsforsquare footageandchangetype(open,close,move).Thecompstorestatuscounterisusedto identifyqualificationforcomparableperiods. Thefollowingisanexampleofhowthecompstorestatuscounterlogicwouldbeappliedtoastore. Notethatthestorecompcounterisincrementedmonthlyonceastoreisopen,butachangein squarefeetofthestoreresetsthecounter.Thisistoassurethatsalesfromthe2000squarefoot storearenotcomparedwiththe3000squarefootstore.
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Aftercalculatingthestorecompcounter,thekeyprocessesforthecompstoresalesmetricsareas follows: Copyactual(arollupscenarioincludinggeneralledgeramountsandadjustments)to CompStoreAnalysis(anotherscenario).Thisallowsreportingcompstoreresultsinasingle scenario. Createblocksforeveryyearbasedonprioryeargrosssales. Calculatenetsalescurrentyearandnetsalesprioryearinlocalcurrencyforeachappropriate timeperiod,basedoncompstorestatuscounterandtheapplicablecomptimeperiod(MTD, QTD,andYTD). TobeincludedinQTDcomps,astoremusthaveastorestatuscounterof13andhavebeen inexistencesincethebeginningofthecurrentquarterlastyear.ForYTDcomps,thestore musthavebeeninexistencesincethebeginningoflastyear. CalculatecompstoresalesinUSDusingtheprioryearrate. Aggregatecompstoremetricamountsinthecompstoreanalysisscenariobystores,products, geographies,andlegalorganization. Noteinthesamplestoreshownabove,comparablenetsalesonaMTDbasiswouldbecalculated forDecember2008.AmountswouldbecalculatedbothinlocalcurrencyandUSD.TheUSD accountsareforcurrentandprioryearwouldusethesamerate(lastyears). PostedinBIReporting,OracleHyperion,Planning&Essbase|Taggedcompsales,comp store,comparablestoresales,comps,Essbase,Hyperion,Oracle,OracleHyperion,reporting |Leaveareply
AddingDrillThroughtoyourHyperion ImplementationPart2
PostedonJune23,2009byjennyn15 SoIhavebeentoldIblogwiththefrequencyofasolareclipse,andwithrespecttothistwo-part series,severalinterestedpartiesviae-malhaveindicatedIhavedonetheequivalentofanetwork TVseasonendingepisodejustwaitthewholesummerfolksfortheanswertothesequestions. Thankstoallofyouwhogentlypingedmetoremindmetocompletetheblog.
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Soascanbeseenfromtheaboveexample,relevantdatafrommultipletablesisrequiredfromthe drillthroughview.Withtheaccrualsthataremade,thereisrelevantinformationinthejournal descriptions;fortheAPsystemthereisvendordetailthatisvalid.Thesolutiontothisdrillthroughis thecreationofaview(calledVendorFactintheaboveschematic)thatisaunionofthetwodata sources,filteringondatasource.Thequerymightlooksomethinglikethis: /**Beginpseudo-code***/ CREATEVIEWVendorFactAS SELECT Company,Dept,FY,Per,Acct,JournalID,JournalDescasDesc,PostingDateasMyDate,00000as Vendor_ID,00000asDoc_Nbr,0Line_Nbr,PostedBaseAmtasAmt From GLTRANS WHERE Source<>AP UNION SELECT
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Withtherequiredviewinplace,adrillthroughquerycouldthenbecreatedinHyperionWeb Analysis,usingtherelevantGLchartfields(Company,Department,FiscalYear,Fiscal_Period,and Account)asfiltersintheselectionqueryasfollows: SELECT*fromVendorFact WhereCompany=[CompanyToken]andDept=[DeptToken]andAccount=[AccountToken]and FY=[FYToken]andPer=[Month] Oncethisdrillthroughqueryhadbeencreated,adrill-linkcouldbeaddedasamenuitemonthe SummaryExpenseanalyzerviewthatwasdirectlyqueryingtheEssbasedatabase.Whentheuser haddrilleddowntothebottomofthecube,thenextactionwouldopenupthenewWebAnalysis report,passtherelevantparameterstothequery,anddisplayarelationalgridliketheoneabove. Togiveyouaflavorofwhatthismightlooklike,checkouttheexamplebelowfromanothertypeof application.. Step1CreatetheSummaryEssbaseView,andestablishDrillLinkstotargetdetailreport Thereportissetupsothatalldimensionsexceptforcurrencymustbeselectedatthelowest level.Thisisdoneasasampleandtoputtheconstraintonthereportsothatitreturnsonly expectedrows. Todrillthrough,firstselectdatadowntolevel0foralldimensions.Nextdoubleclicktheactual datacellyouwanttodrillinto. Thedrillthroughreportwillbeinitializedwiththeparameterspassed.Ifdimensionsarenotat Follow
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Thedrilllinkoptionspagepopsup.Youspecifythenameofthereportyouwanttoopen,and whattopassastheWHEREclausetothenextreport.
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Step2CreatethedetailedWebAnalysisviewaccessingtherelationaldata ThedrillthroughreportisaccessedbytheFinPlanreportbasedonthedimensionallythatis picked.Theresa10,000rowlimitondrill-throughs,asanysetofdetailedtransactionsthatcan bedrilledtoshouldneverexceedevenafewhundredrecords.Ifthissettingwasnotenabled, openingthedrillthroughreportdirectlywouldfailastoomanyrecordswouldbeloaded. SQLQueryConfiguration ThisscreenisaccessedbyrightclickingontheDrillThroughReportGridandselectingEdit Query TheJDBC-ODBCbridgedriverisusedtoconnectbacktothehyperiondatamarthousingthe drillthroughdata.Drillthroughuserswillleverageashareddrillthroughconnection..Therow limitandfetchsizearealsoconfiguredhere.
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Whenexecutingthedrillthrough,anoutputlikethiscanbegenerated.
Asafinalnote,inconstructingtheview,particularcaremustbepaidtothestructureofthe membernamesintheEssbaseoutline.For,example,corechartfieldssuchasDepartments andAccountsareoftenprefixedorsuffixedtomakethemunique(e.g.insteadof000610 onemighthaveDept_000610).Inconstructingthedrillthroughview,themembernames mustmatchthoseexactlyasdefinedinEssbase,inorderforthefilteringaspectsofthequeries toexecuteproperly. OtherDrillThroughChoices SooneproblemwithEssbaseisthatithasmultiplewaystodoeverything.Forexample,how manywaysaretheretoloaddata?(Answer:Forblockstoragecubes,flatfileviarulesfile;sql interfacewithrulesfile;EISdataloadviaODBconnection;lockandsendviaExcel;lockand Follow
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sendviasmartview;planningwebforms;FDMadapter;DIMadapter;ODIapdater;HAL adapter;IamsureImissedafew).Thereare2commandlineautomationinterfacesfor goodnesssake(MaxLandEsscmd).Transactiondrillthroughisnodifferent.Approachwise, theoneconsistentthoughtisthis:neverdrillbacktothelivetransactiontables.Ok,soneveris aprettystrongword,butletsjustsayasageneralruleofthumb,doingsoisnotagoodidea forthefollowingreasons: YourEssbasecubeisasnapshotofdatafromaload.Queryingalivedatabaseforopen periodsimpliesthesumofyourdetailsmaynotequalyouraccountbalances Performancetransactiondatabasesareoptimizedforwritebasedoperations,andhighly normalized.Aswehavedefinedintheaboveexample,creatingdenormalizedviewsforspecific querieswillmakeyourDBAsandendusershappier. Now,technologygetsbetter(hardwareandsoftware),andwithsomeofthenewitemscomingfrom Oracle,outofthebox,theyaretryingtogetyoutoaplacewhereEPMappsaremorerealtime,so therulesabovewontalwaysapply,butfornow,itsagoodstartingpoint. Ingeneralwhendecidingondrillthroughoptions,youwanttoaskthefollowingquestions: WhatproductsdoIneedtodrillthroughfrom? oWebAnalysis oInteractiveReporting oFinancialReportsoExcelAdd-In oSmartView oOBIEE WhatisthetypeofcontentIwanttodrillthroughtwo? oTransactionsinarelationaldatabase oSomeothercontentservedupviaaURL(forexample,verycleverwaytoserveup documentimages) WhatlevelofthesourcecubedoIneedtodrillthroughfrom? oEitherlevelzero,orthetopofadimension oEverylevelofanon-raggedhierarchy oCustomgroupsandraggedalternaterollups Whatreleaseofthesoftwareareyouusing(Fusionvs.9vs7.x) Forexample,ifyouwanttoenabledrillthroughfromeveryproduct,andneedtosupportraggedor standardhierarchies,youarelookingatanEssbaseIntegrationServicesorEssbaseStudio solution.RanzalhassomecreativetechniquesforenablingdrillthroughviaEISoncubesnotbuilt withEIS(thankstoourhandyoutlineextractor),whichmakesitusefulforPlanning,butonceyour concernovernewnesshasabetted,EssbaseStudioallowsyoutoenabledrillthroughtheright waybuildyourcubefirst,thenaddthedrillthroughlateron.Nottheotherwayaround.
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Ontheotherhand,ifyouarelookingatsomethingquickanddirty,aWebAnalysisorIRviewinthe shorttermcangetyouwhereyouneedtobe. Eitherway,Oracle,particularlywithitscontinuedemphasisonOBIEE/Essbaseintegration,islooking toprovidemoreoutoftheboxoptionstoenabledrillthrough.Forexample,ifyouhaventseenit, checkouttheRanzalwebinaronFinancialDataManagement;thelatestreleasesaregearedto providedrillbackfromPlanningtoFDM,andthenultimatelyifyouloadfromOracleFinancials,drillall thewaybacktotheERP. Closing Thisblogwasmeanttogiveyouanideaofoptionsandapproachesforenablingdrillthroughon yourHyperionapplication.Whileitsgreattohaveoptions,rememberthegoldenrulewhenyou makeyourchoice,knowWHYyouchosethatpath.Designisbasicallytheoptimizationofan approachagainstonesetofrequirementsoveranother. Untilnexttime,goodluck. Authoredby: MikeKilleenRanzalandAssociates mkilleen@ranzal.com Formorethanelevenyears,MikeKilleenhasscoped,designed,andimplementedPlanning& EssbaseapplicationsforRanzal&Associates,anawardwinning,preferredconsultingpartnerof OracleHyperion.Currentlyservingaspracticedirector,MikeprovidesguidancetoHyperionproduct management,Ranzalcustomers,andinternalconsultingresourcesalikeonbestpracticesrelatedto theimplementationofHyperionSystem9.MikeisacertifiedHyperionProfessional,withcertifications inEssbase,Planning,andHFM.HegraduatedcumlaudefromCornellUniversitywithadegreein engineering,andreceivedhisMBAfromtheUniversityofConnecticut. PostedinOracleHyperion|Leaveareply
BusinessIntelligenceTechnology EnvironmentWelcometotheBuffet
PostedonMarch26,2009bygforkin BusinessIntelligenceTechnologyEnvironmentorBITEismyownlittletaglineandacronym(maybe Follow
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Ishouldcopyrightit)toexpressthehostofsolutionsavailableintheBusinessIntelligence applicationworldtoday.(Itcouldalsobeusedasaverbtodescribetheplethoraofpoorlydesigned solutionsahhbutthatisanotherstory.) MycurrentblogserieswillbeOracleEPM/BI+solutioncentricwhileremainingOracleEPM/BI+ applicationagnostic(nowdictionary.comispayingoff).Ihopethatyouwillenjoythisreallife approachtotheprocessofdecisionmakingonsoftwaresolutionsinterspersedwithsomegenuine tipsandtricksofthetradesomethatyouhaveseenbeforeandsomeyouhaveneverimagined. Inotherwords,Ihopethatyouwillnotfindthisblogtoberepresentedbymynewlycoinedacronym BITE. RulesofconductwhileattheBuffet Firstweneedadefinition.Yesadefinition!Dontbeafraid,definitionsareagoodthing,theykeep usgrounded,theysetlimitsandfinallytheydetermineifwearetruetoourmission.IdefineBITEas processes,softwareandgoalsneededtopreciselysolutionthebusinessdatacriticaltothelegal, accountingandbusinessdecisionneedsofaspecificentity. Inventivetechnojunkies,singletoolconsultantsandonetracksalespeopleCLOSEYOUREYES /SHEILDYOURCOMPUTERSforthisnextstatementelseyoumightgoblind.PreciselySolutionin thedefinitionofBITEincludesthemoralimperativeofnotmisusingsoftwareforintentotherthanits designandpickingsoftwarethatfitsthecurrentbusinesslifecycleofacompany.(Thoseofyouwith SoftwareMisuseproblems,Iwillbepostinganumberyoucancalltogethelp.Rememberthefirst stepisadmittingyouhaveaproblem.) TheapplicationstackforEPM/BI+;HFM,Essbase(withallitsadd-onmodules),SmartView,OBIE, OBAW,FDM,DRM,ODIandafewproductsyoumightnothaveheardaboutoryouveheardabout butneverassessedforyourpurposes.NO,NO,No,nofolksthisisnotasoftwaresalesblog,itsa solutionsblogandinoursolutionstoolboxweneedtodomorethanuseasinglehammercreatively toremaincompetitivefromanefficiencyandbusinesslifecyclestandpoint. ThePersonalitiesintheBuffetLine Nowthatwehavesomeparameters(andIknowitwaspainfulforyouleftbrainers)bywhichwecan solution,weneedsomerealisticcompanysituationstosolution.Letsstartwithfourcompanieseach differentintheirbusinesslifecycle,staffsizesanddemandsforaBITEatsuccess.Youcanemail meifyouwillabsolutelydiewithoutaveryspecificcompanyexamplehowever,Icannotboilthe oceanhereinthisblog(smallpondsareallthatwillbepossible).
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CreatinganOBIEERepositoryfor RelationalDataSource
PostedonMarch11,2009byMichaelDuong OBIEE(OracleBusinessIntelligenceEnterpriseEdition) InthispartofmyOBIEEblog,IllguideyouthroughbasicstepstocreateanOracleserverrepository anduseittobringoverarelationaldatasourceforuseinOBIAnswers.AsofOBIEEversion 10.1.3.3.2,EssbaseissupportedasanOBIdatasourceallowingtheusertointegrateEssbase datawithOBIAnswers,OBIInteractiveDashboards,andOBIPublisher.Thelatestversionof OBIEEis10.1.3.4x.Refertomypart2blog(OBIEEandEssbaseDefiningOLAPIntegration)for importingEssbasecontentintoOBIEE. Forthebelowsteps,IwillbeusingSQLServer2005relationaldatabaseasmysourcebutyoucan useOracle10gorolderversionsofeithertool. TocreateanOraclerepository,opentheOracleBIAdministrationToolandselectFile|Newand nameyournewrepository.
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Toimportarelationaldatasource,selectFile|Import|fromDatabase.
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Selectaconnectiontype.
Selecttherelationaldatasource,enterlogincredentialsandclickOK.
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Entertherelationaltabletoimport.DeselectallbutTables,Keys,andForeignKeysandclickImport. IfyouareusingViewsinsteadofTables,changeaccordingly.
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TherelationaltablewillimportintothePhysicallayeroftheAdministrationTool.
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Testtheimportbyrightclickingacolumn(Branch_Nameisselectedinthisexample)andselectView Data.Valuesfortheselectedcolumnshouldpopulateinaviewdatatable.
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Foryourreferenceandasarecapfrommypart2,hereisthesignificanceofeachlayer:
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BusinessIntelligenceEnterpriseEdition,OracleRepository,SQLServer|2Replies
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Theremaybeanumberofscopechangesfromthecustomer Theprojectisorientedtonewproductdevelopmentand/orprocessimprovement Thedevelopmentscheduleistightandyoucantaffordreworkorre-planning. AlthoughscopechangesarenecessaryevilswithinanEPMproject,toomanyscopechanges withoutasurroundingprocesscanleadaprojecttofailure.Fromtheviewofabusinessstakeholder, implementinganEPMprojectispartlygettingwhatyouwantandpartlydiscoveringwhatyoureally need.Themoretransparencyobtained,themorelikelybusinessstakeholderswillattempttoenable discoveriesvianewormodifiedrequirements.Nothavingtheappropriateboundariesorstructurein placecaneasilyleadtoexceededbudgets,delayedtimelines,andultimatelyasolidlyimplemented solutionwithnotenoughbusinessvalue. Thekeycomponentsrequiredareadequatelevelsofflexibilityandstructure(otherwiseknownas structuredflexibility). Asthediagramrepresents,structuredflexibility providesprojectstakeholderswithawiderangeof flexibilitytoaidthediscoveryanddeliveryprocesses. However,aboundaryexiststhatallowstheprojectto remainstructuredandmeettheprojecttime,budget, scope,andqualityobjectives.Thepointswhere structuremeetsflexibilityshouldbedeterminedjointly bytheprojectstakeholders.Effectivemethodsshould beusedtoensureadequatecommunicationwithin andaboutthestructure.Thefollowingseven(7)steps, whenusedappropriately,canserveasaguidefor achievingthestructuredflexibilitythatcanmaximize projectvalue: 1. Developtheinitialgroundrulesformaintaining structureattheverystartoftheproject; 2. Obtainbuy-inforthegroundrulesfromallprojectstakeholdersandmodifyifnecessaryto createacommonlanguage; 3. Ensureallprojectmembersareawarethatastructureexistsandwhattheprotocolfor operatingwithinthatstructurewillbe; 4. Allowprojectmemberstobeflexibleintheirthinkingandapproach; 5. Documentandprioritizechangesandnewideas; 6. Focusonthehighestvalueitemsfirst(needsnotwants);and
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