OBIEE INTEGRATION WITH ESSBASE FOR FINANCIAL ANALYSIS
Forces Conference 2013Session: OBIEE ESSBASE
IntegrationCo-Presented byPinellas County
AndVertical Edge Consulting
Group
Agenda Introductions Pinellas County Overview Vertical Edge Overview Customer Opportunities OBIEE Essbase Solution Benefits Architecture OBIEE Essbase Configuration Steps Pinellas County Use Case Lessons Learned OBIEE 11.1.1.7 Essbase Features Questions
Introductions
Gautham SampathChief Technologist at Pinellas County Government 16 years of ERP and BI implementation experience Presented at Oracle Open World 2011, 2012 on
OBIEE, Essbase, Exalytics Presented at Forces 2011, 2012 on OBIEE and
Hyperion Presented at BIWA Summit 2013 Presented at OAUG 2013 Oracle BI Customer Advisory Board member Implemented Oracle ERP, Hyperion Planning,
OBIEE and OBIA
Introductions
Corey CainOBIEE Practice Director - VECG 15 Years experience with Business Intelligence
Applications (includes 6+ OBIEE, 5+ Essbase) HEUG Presenter 2008, 2011 Previous BI public sector customers include
State of Minnesota, University of Minnesota, Bellevue University and Nevada System of Higher Education
Pinellas County Overview
Located in Florida Largest city is St. Petersburg 2012 Population of 921,319
Oracle Footprint Oracle E-Business Suite12.1.3 Oracle Business Intelligence
Enterprise Edition (“OBIEE”) 11g
Oracle Business Intelligence Analytics – HR, Finance, Procure & Spend and Projects
Hyperion Public Sector Planning & Budgeting 11.1.2.2
Vertical Edge Corporate Overview
HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO
Oracle Gold Partner with over 70 years of combined BI & EPM experience
Staffed with resources that posses 6-15 years hands on architect & implementation experience
Product focus on Oracle BI & EPM solutions Hyperion Essbase Certified Hyperion Planning Certified Hyperion HFM Certified
Vertical Edge Technical Capabilities
OBIEE OBIA BI Publisher Oracle BI
Infrastructure
Oracle|Hyperion Essbase Oracle|Hyperion Planning Oracle|Hyperion HFM Oracle|Hyperion FDM Oracle|Hyperion
Reporting & Analysis (Financial Reporting, Web Analysis, Smart View)
Oracle EPM Infrastructure
Oracle Data Integrator
Oracle DRM Informatica
Oracle Hyperion Oracle Business Intelligence
Oracle Data Integration
Vertical Industry Experience
Utilities (Electric, Gas, Water)
Insurance Financial Services Manufacturing Retail Professional
Services
Healthcare Telecom High Technology Public Sector Energy Media/
Communications Defense
Customer Opportunities
Availability Data is not readily available for reporting and analysis.
Visibility Lacking visibility into entire organization limits ability to
make accurate strategic decisions. Strategy
Lacking clearly defined reporting and analysis strategy leads to multiple reporting silos and/or abnormally large Excel portfolio.
Reliability Manual report reconciliation process is time consuming
Performance Reports take to long
Oracle Exalytics
Oracle Exalytics
Built for high volume processing associated with Essbase and OBIEE
Robust hardware and network One vendor to support entire
technology stack Time 10 (in memory database) stores
commonly accessed aggregates to facilitate faster response times
Hyperion Planning on Oracle Exalytics
Hyperion Planning on Oracle Exalytics
Provides ability to consolidate hardware
Provides faster processing for calculations, restructure and import/export
Provides parallel processing Patches specific for using Exalytics Oracle certified both products
together
OBIEE 11.1.1.6 on Oracle Exalytics
OBIEE 11.1.1.6 on Oracle Exalytics Provides ability to consolidate hardware Time 10 (in memory database) stores commonly
accessed aggregates to facilitate faster response times
Built to support Business Intelligence (“BI”) foundation suite
Summary Advisor provides recommendations for more efficient aggregates Utilizing data from usage tracking and statistical
data Utilizes iterative algorithms
Can store up to 1TB of in-memory cache for faster query performance
OBIEE Essbase Solution Benefits
Exalytics built for efficient and fast performance Common platform to integrate multiple data sources
(Essbase, HFM, Data Warehouse). Provides ability to federate Essbase with data warehouse
data for further drill-through capability. OLAP query functionality to maximize Essbase performance
capabilities. Simplified configuration steps for seamless importing of
Essbase cubes. Essbase Studio can utilize OBIEE as a data source to
further enhance Essbase user experience. Easily converts multidimensional data sources to relational
data sources. Continue to utilize key features of OBIEE (ex. Scorecards,
KPIs, Interactive Dashboards, Mobile, etc.)
Architecture
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured & Semi-Structured
Interactive Dashboards
Reporting &Publishing
Ad-hoc Analysis
Detect& Alert
Office Integration
Search EmbeddedDataIntegration
Mobile Scorecards Collaborate
Common Enterprise Information Model
• Common Metadata Foundation across all Data Sources• Common Security, Access Control, Authorization, Auditing• Common Request Generation and Optimized Data Access Services• Common Clustering, Workload Management, & Deployment• Common Systems & Operational Lifecycle Management
OBIEE Essbase Configuration
Select File>Import Metadata
Select Essbase as source
OBIEE Essbase Configuration
OBIEE Essbase Configuration Enter connection information.
OBIEE Essbase Configuration
Select desired Essbase Application(s) and Database
OBIEE Essbase Configuration
Move selection using arrows into Repository View
OBIEE Essbase Configuration
Click checkbox for ‘Import UDAs’. Click Finish
OBIEE Essbase Configuration
Essbase Cube is ready for modeling into OBIEE
UDAs can be used as filters Essbase outlines are imported as defined in Essbase to
provide OLAP type drill down functionality Essbase cubes use hierarchal columns by default Utilize Essbase structures to produce Financial
Statements Select members based on hierarchy Actions can be used to launch Hyperion product functions Utilize smart lists as dimensions Federate data across data sources
OBIEE Essbase Features
What Did Pinellas County Implement?
What? OBIEE and BI publisher as Enterprise Wide Dashboard and reporting
tool including Hyperion Converted Multidimensional Online Analytical Processing (“OLAP”)
data into Relational Online Analytical Processing (“ROLAP”)
Why Did Pinellas County Implement?
Why? Essbase data was needed to provide complete
organizational view Increased ad-hoc reporting requirements OBIEE provided quicker user adoption Need for dynamic or interactive type analysis
(actionable intelligence) Provided richer content and visualization Provided common enterprise informational model Reduce IT Hardware costs by implementing
Exalytics
How Did Pinellas County Implement?
Used Oracle Data Integrator (“ODI”) to reverse engineer the metadata
Flattened the data to facilitate level based measures
Massaged the metadata to fit the dimensional modeling
Used data export command to extract fact from the cube
Created necessary indexes
Pinellas County Benefits
Cost Management Improved Productivity Enhanced Decision Making
Hardware From 32 Servers to 2 Exalytics
Recurring Costs: 100k Net Savings
Customer Satisfaction Increased Credibility
Performance Improved all around performance
SoftwareS/w installed and configured by ACS.
Competitive Enhanced Performance
Calculations from 7hrs to less than an hourEfficiency in Backup,restructuring,cloning timing
Pluggable Devices Flexible and easy integration with various devices
Maintenance Cost Consolidated Patch Management
Totally supported by Oracle
Federation Federated Data from various data sources
Applications Oracle Scorecard and Strategy Management, OBIEE and
Planning
Operating Costs No Additional Cost
Improved performance Faster turnaround/Response time
Integrated systems OBIEE and Hyperion
Network & Communication CostsIGB to 40GB
Incident Management Decreased Issues/Problems
Parallel processing times 10 In-Memory DB, faster calculations, restructure,
faster planning cycle & reporting
Infrastructure Support Costs Facilities, heating & Cooling etc.
SLA High system availability
High Density VisualizationTrellis charts
Security Costs Integrated Security
Faster Budget/planning cycle Optimal Budgeting and Planning
Pinellas County Dashboards
Pinellas County Dashboards
Cost Recovery Dashboard
Cost Recovery Dashboard
Cost Recovery Dashboard
Cost Recovery Dashboard
Pinellas BI Publisher Report
Pinellas BI Publisher Report
Lessons Learned
It is not enough to just know the tool, must also know data modeling concepts.
Large amount of selection steps may be added when utilizing Essbase which could hinder performance.
Business Intelligence is ever evolving, strategic planning for business rollouts will enhance chances of success.
Rethink reports. Do not just ‘recreate’ reports in OBIEE. Oracle BI Toolset and Data Warehouse Training prior to the implementation is highly recommended
Clearly define achievable and measurable project success goals. Leverage OOTB functionality where possible. OBIEE and BI Publisher can produce financial reports. However,
Hyperion Financial Reporting is probably better suited to full fill this need.
Project Team
Data Architect & ETL ODI or Informatica Training Data Modeling Skillset
OBIEE Administrator Attend Oracle OBIEE Administration Classes
OBIEE Report Developer Attend Oracle OBIEE Dashboard and Report Classes Attend BI Publisher Classes
Essbase/Planning Architects Attend Oracle Hyperion Planning and/or Essbase
Classes
New OBIEE 11.1.1.7 Essbase Features
11.1.1.7 Essbase can be installed in conjunction with OBIEE
server products through OBIEE installer. Certified with Exalytics PS3. Shared provisioning between Essbase and OBIEE utilizing
application roles and policies Execute OBIEE from within EPM Workspace using single
sign on Improved MS Office add-in for OBIEE with ability to
author reports and execute existing authored reports. ODI as primary data integration tool
Questions and Answers
Vertical Edge
Not just another vendor, but an experienced Partner.
Thank You
Gautham Sampath | Chief Technologist
Pinellas County Government
Contact Number: 727.403.3861
Corey Cain | OBIEE Practice Director
Vertical Edge Consulting Group
Contact Number: 952.381.5746
Thank You
For copies of this presentation, please contact:
Dean Collura (Director of Sales) at 813.404.7527