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OBIEE Integration with Essbase for Financial ANALYSIS

Forces Conference 2013 Session: OBIEE ESSBASE Integration Co-Presented by Pinellas County And Vertical Edge Consulting Group. OBIEE Integration with Essbase for Financial ANALYSIS. Agenda. Introductions Pinellas County Overview Vertical Edge Overview Customer Opportunities

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OBIEE Integration with Essbase for Financial ANALYSIS

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  1. Forces Conference 2013 Session: OBIEE ESSBASE Integration Co-Presented by Pinellas County And Vertical Edge Consulting Group OBIEE Integration with Essbase for Financial ANALYSIS

  2. 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

  3. Introductions Gautham Sampath Chief 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

  4. Introductions Corey Cain OBIEE 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

  5. 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

  6. 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

  7. Vertical Edge Technical Capabilities Oracle Data Integration Oracle Business Intelligence • OBIEE • OBIA • BI Publisher • Oracle BI Infrastructure Oracle Hyperion • 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

  8. Vertical Industry Experience • Utilities (Electric, Gas, Water) • Insurance • Financial Services • Manufacturing • Retail • Professional Services • Healthcare • Telecom • High Technology • Public Sector • Energy • Media/Communications • Defense

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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.)

  14. Architecture Detect& Alert DataIntegration Scorecards Interactive Dashboards Reporting &Publishing Ad-hoc Analysis Office Integration Collaborate Search Mobile Embedded 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 OLTP & ODS Systems Data Warehouse Data Mart Exadata OLAP Sources Packaged Applications (Oracle, SAP, Others) Unstructured & Semi-Structured Excel XML/Office Business Process

  15. OBIEE Essbase Configuration • Select File>Import Metadata

  16. OBIEE Essbase Configuration • Select Essbase as source

  17. OBIEEEssbase Configuration • Enter connection information.

  18. OBIEE Essbase Configuration • Select desired Essbase Application(s) and Database

  19. OBIEE Essbase Configuration • Move selection using arrows into Repository View

  20. OBIEE Essbase Configuration • Click checkbox for ‘Import UDAs’. Click Finish

  21. OBIEE Essbase Configuration • Essbase Cube is ready for modeling into OBIEE

  22. OBIEE Essbase Features • 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

  23. 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”)

  24. 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

  25. 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

  26. Pinellas County Benefits

  27. Pinellas County Dashboards Pinellas County Dashboards

  28. Cost Recovery Dashboard

  29. Cost Recovery Dashboard

  30. Cost Recovery Dashboard

  31. Cost Recovery Dashboard

  32. Pinellas BI Publisher Report

  33. Pinellas BI Publisher Report

  34. 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.

  35. 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

  36. 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

  37. Questions and Answers

  38. Vertical Edge Not just another vendor, but an experienced Partner.

  39. Thank You Gautham Sampath | Chief Technologist Pinellas County Government gsampath@pinellascounty.org Contact Number: 727.403.3861 Corey Cain | OBIEE Practice Director Vertical Edge Consulting Group ccain@verticaledgecg.com Contact Number: 952.381.5746

  40. Thank You For copies of this presentation, please contact: Dean Collura (Director of Sales) at 813.404.7527 or dcollura@verticaledgecg.com

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