con8497_xiang-con8497_otbi technical deep dive_ling xiang

Fusion Transactional Business Intelligence (OTBI) – Technical Deep Dive

Ling Xiang Oracle BI Applications Product ManagerTom Higgins Schneider Electric, Director HR Application Services


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 Corporation.”


Program Agenda

Oracle Transactional Business Intelligence• Reporting Content• Reporting Tools• Integration with Fusion Applications• Embedding OTBI in Fusion Applications• What is New with OTBI

Schneider Electric Fusion OTBI Reporting


Oracle Transactional Business Intelligence Real-time, self-service end user

reporting tool for Fusion Applications

Seamlessly integrated with Fusion Applications, support Fusion extensions

Fully leverage Oracle Business Intelligence Enterprise Edition


OTBI FeaturesKey Value Proposition

• No latency• No persistent data store (other than OLTP)• Ad hoc analysis using OBIEE platform

Real Time Business Intelligence

• A rich library of delivered content• Folder structure similar to Fusion Apps• Prebuilt calculated measures• Minimal configuration

Ease of Use

• Trees / hierarchies propagated to BI from Fusion Applications

• Unified definition of key entities (Customer, Invoice, Date, Account, etc.)

• Stars with Common dimensions

Consistent Semantic Model

• Utilizes Best-in-Class OBIEE features like alerts, action framework

• Context passed between Fusion Application and BI

Highly Interactive

• Architected to seamlessly leverage Fusion Apps concepts (flex, trees, security, multi-language support …)

Extensible

• Single Sign on• Reads functional & data security from

Applications• Column labels propagated to reporting• Embedded content

Seamlessly Integrated with Fusion Applications


OTBI FeaturesKey Value Proposition

• No latency• No persistent data store (other than OLTP)• Ad hoc analysis using OBIEE platform

Real Time Business Intelligence

• A rich library of delivered content• Folder structure similar to Fusion Apps• Prebuilt calculated measures• Minimal configuration

Ease of Use• Trees / hierarchies propagated to BI from

Fusion Applications• Unified definition of key entities (Customer,

Invoice, Date, Account, etc.)• Stars with Common dimensions

• Utilizes Best-in-Class OBIEE features like alerts, action framework

• Context passed between Fusion Application and BI

Highly Interactive

• Architected to seamlessly leverage Fusion Apps concepts (flex fields, trees, security, multi-language support …)

Extensible• Single Sign on• Leverage Fusion application security• Column labels propagated to reporting• Embedded content

Integration with Fusion Applications

Consistent Semantic Model


Program Agenda




ROLAP Queries

Fusion BI Architecture

Fusion ApplicationTransactional Database

BI View Objects

BI View Objects: Are single source of truth for BI Represent facts and dimensions Implement Fusion data security Handle Multi-Language Support

EBS, PSFT, Other non-Oracle

OBIA Data Warehouse

BI Common Semantic Model

ETL

BI Common Semantic Model: Supports highly aggregated trending

and real-time transaction listings from a single query modelReal-Time

Queries

Advanced Analytics (OBIA)

FusionEmbeddedAnalytics

Real-Time reporting(OTBI)

Content Summary: 300+ embedded analytics OBIA: 3,000+ reports, 4,000+ metrics OTBI: Covers 35+ Fusion Products


Common Semantic Layer• Common BI Catalog• 3 layers:

• Presentation• Logical• Physical

• Connection pools to Fusion Application Weblogic Servers


Subject Areas

Dimensions

Attributes

Fact

Measures

OTBI Presentation Catalog

• Presentation Catalog organizes Fusion data in easy-to-understand functional subject areas

• OTBI Subject Areas all end with ‘Real-Time’

• Subject areas are secured by Fusion application security


OTBI - Extensive Reporting Content HCM Benefits Compensation Payroll Workforce Talent Review Workforce Goals Workforce Performance Workforce Profiles Workforce Management

CRM Incentive Compensation Marketing Marketing Segmentation Partners Sales

Financials General Ledger Sub Ledger Accounting Intercompany Payable Receivable Fixed Assets Cash Management

SCM Inventory Distributed Order Orchestration Costing Product Information

Management Shipping

Projects Project Billing Project Costing Project Control

Procurement Purchasing Self-Service Procurement Sourcing iSupplier Portal


OTBI – Extensive Reporting ContentUnique Reportable Data Fields

2339

Financial

3983

CRM

1299

Project

808

Procurement

1739

SCM

1457

HCM


Program Agenda




OTBI Reporting ToolsCasual Users

•Run Report•Create Simple Reports

Fusion BI Composer

Report Authors• Create full-featured reports• More graph options, action Links,

conditional format• Create dashboards• Schedule Reports• Leverage OBIEE technology

Oracle BI Answers

Oracle BI PublisherReport Authors• Create fixed-format reports• Use OTBI Subject Areas as data

source• Schedule, FTP Reports, Bursting

1

2

3

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.16 16

Fusion Reports and Analytics Work AreaAccess BI Catalog in Fusion Application

• Browse and view entire BI Catalog• Access personal & shared reports• Create new reports with BI Composer• Launch BI Answers for advanced actions

• Navigator -> Tools -> Reports and Analytics

Fusion Reports and Analytics Work Area


BI ComposerFusion BI Report Wizard

BI Catalog

BI Presentation Catalog

Create Report Wizard

Launch BI Answers


BI AnswersBI Report Authoring Tool

With BI Answers, You can:• Format columns and data• Configure conditional formatting• Configure Graphs (prompts, pivot

view subtotal)• Configure report interactions (action

links, web service calls, etc.)• Print to PDF, HTML• Export Data, PDF, Excel, PowerPoint,

web archive, etc• Create BI Dashboards• Schedule (deliver to Home Page and

Dashboards, or e-mail, mobile devices, can be triggered by a condition)

• Embed OTBI reports in Fusion Applications


BI PublisherBI Report Authoring and Publishing Tool

With BI Publisher, You Can:• Create fix-formatted reports using multiple

layouts• Create reports from a data model that

combines multiple data sources• Create reports directly from BI subject

areas• Report with local CSV data files• View reports in interactive mode• Schedule reports to e-mail, printer, fax,

FTP, or web folders, etc.• Archive report outputs• Deliver a report to multiple destinations or

formats using Bursting• Embed BIP reports in Fusion Applications

Report output

Data Logic

Layout

Translation BI Publisher


Program Agenda




Fusion Flex Fields Integration• Support Key and Descriptive Flex Field extension• BI Extender extends Flex Fields to BI Presentation Layer• Flex fields are preserved during Fusion application

upgrades• Extensible Flex field support is planned

Configure Flex FieldsEnable BI Flex FieldsDeploy Flex Field VOs

Launch BI Extender ESS Job

Fusion Applications

Fusion Admin User

Configure Flex Fields

Flexfields are available in OTBI Subject Areas

OTBI

Ad-hoc query

Fusion User


Security Integration with Fusion Applications User is authenticated through Oracle Internet Directory (OID) as in

Fusion Applications; Leverages Fusion Users and Job Roles; OTBI Duty Roles controls

OTBI object Privileges No separate user security setup required for OTBI;

– Data Security - Uses the same data security as Oracle Fusion applications

– Object Security - OTBI Duty Roles control access to Subject Areas Web Catalog report folders


Program Agenda




• Embed BI reports/dashboards on Fusion Application Home Page

• Embed a BI report within a Fusion transactional business process

• Navigate from a BI report to a Fusion Application

Embedding OTBI in Fusion Applications


Embed OTBI Reports in Fusion ApplicationFusion Page Personalization


Fusion Application Dashboards & Home Pages

• Personalize role based Home Page

• Combine context aware BI and transactional content

• Navigate BI actions to related Fusion Applications information

Contextual, Relevant, Actionable


2 X 2 layout


Embedding BI in Fusion ApplicationContext Passing from Fusion Application to BI

Select Territory to view Territory Quota History Trend for Different Territories


Program Agenda

Oracle Transactional Business Intelligence• Reporting Content• Report Tools• Integration with Fusion Applications• Embedding OTBI in Fusion Applications• What is New with OTBI



BI Mobile for Fusion (New with Release 7)

• Customers download Oracle BI Mobile HD from Apple Store• Connect to Fusion OTBI SaaS instance with host name and port number• OTBI reports and dashboards are viewable on tablets real time


Smart View for Fusion (New with Release 7)

• Smart View integration allows users to• Access and integrate BI

content from within MS Office products

• Run BI reports in MS Office• Create ad-hoc reports in

Excel, Word, or PowerPoint using BI subject areas

• Publish reports to BI catalog•Requires OBIEE 11.1.1.7.0


Fusion BI Tutorials on Oracle Learning Library From Oracle Learning Library, search for Fusion Applicationshttp://apex.oracle.com/pls/apex/f?p=44785:2:0:::2:P2_GROUP_ID:1010


Program Agenda

Oracle Transactional Business Intelligence• Reporting Content• Report Tools• Integration with Fusion Applications• Embedding OTBI in Fusion Applications• What is New with OTBI


Schneider Electric

Thomas HigginsDirector HR Application ServicesSeptember 2013Oracle Open World

Make the most of your energy™

38

Energy Production& Transmission

Energy UsageEnergy Management

Schneider Electric: What we do

Making energy…Safe, Reliable, Efficient, Productive and Green

39

Schneider Electric at a glanceThe global specialist in energy management

billion € of sales in 2012

employees in 100+ countries

of sales devoted to R&D

Large company

of sales in new economiesBreadth End User Segments

Diversified end markets FY 2012 Sales(billion €)

Residential 9%

Utilities & Infrastructure 25%Industrial & machines 22%Data centres 15%Non-residential buildings 29%

UtilitiesOil & Gas

Transportation (*)

Life SciencesHealthHotels / Retail

Education / researchGovernment

FinancialsCloud & Telecom

IT

OEMsMMMFood & BevWater

40

Schneider Electric at a glanceTruly global organisation

NorthAmerica

25% AsiaPacific

27%Rest of World18%

WesternEurope

30%

28 30044 200

42 600

22 000

Balanced Geographies FY 2012 salesYear-end 2012 employees Global Organization

5 Businesses(Cities, Industry, IT, Partner, CST)

3 Operations (NAM, China, Global)

1 Supply Chain(Global)

5 Global Functions(IT, Finance Control & Legal, HR, Marketing, Strategy)

employees in 100+ countries

41

Human Capital Management

42

Our AmbitionTo transform HR from having a multitude of

local & misaligned business processes, on distributed, customized, aging, expensive & inefficient

Employee Administration tools,

to a best in class Global HR Organisation with

globally aligned, “best practice” business processesleveraging an integrated, cloud-based

Employee Engagement Platform

43

Our Journey

2012 2013 2014 2015

Performance & GoalManagement

Recruitment & Onboarding

Compensation & Incentive PlanningLearning & Development

Workforce Administration & Payroll

TalentManagement &

Succession PlanningHR Analytics

4 Years & 4 PlatformsOracle BI: HR AnalyticsCornerStone OnDemandOracle TaleoOracle Fusion HCM

Oracle Fusion Transactional Business Intelligence

Covering all HCM Process

44

OTBI – Schneider Experience

45

What we have found●Evolutionary & Revolutionary for organisations coming from traditional,

or older, transaction applications & reporting environments

●Real-time and graphical, visibility for HR & Managers alike, embedded within the HCM Application, supporting decision making & process execution

●Significant Efficiency Gains in terms of tracking business process progress & behaviour, and understanding transaction level activity

●Leverages Fusion Applications data & logical models, quick & easy to deploy – drag & drop configuration

●It is not:● An analytical tool for complex correlation assessment, period on period

trending or predictive analysis

46

Example: Goal Management

47

Example: Performance Distribution

48

Example: Performance Appraisal Process

49

Implementation Experience●Subject Areas Leverage Fusion Application’s data & logical models,

● Quick & easy to deploy – drag & drop configuration ● Delivered Subject Areas have some gaps & cross Subject Area dashboards

have performance challenges

●Governed by the same single security authority as Fusion Application:● complete consistency in data visibility – no need to worry about security● but challenging to provide company wide insights● Complex Fusion Application security roles, significantly increase processing

time of transaction queries to build dashboards (which are done in real-time)

●Simple & easy to dashboard transactions that exist, but challenging to dashboard those that don’t, but should e.g. employees with no goals

●Period on Period Trending not feasible

50

Takeaway

Significant WOW factorReal-Time Value Added Visibility for Managers & HR alike

Quick & easy to deploy

but

Keep it Simple Deploy to Managers & HR Business Partners for transaction visibility

Not to be used for true Corporate insights

…………..Looking forward to Cloud Connector for OBIEE HR Analytics


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 Corporation.”


Graphic Section Divider

con8497_xiang-con8497_otbi technical deep dive_ling xiang

Documents