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Collaborate’10 IOUG Forum, Las Vegas, April 2010 Introduction to the Session

Deep Dive into Oracle BI EE 10g. Collaborate’10 IOUG Forum, Las Vegas, April 2010 Introduction to the Session. T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com. Who Am I?. Oracle BI&W Architecture and Development Specialist

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Collaborate’10 IOUG Forum, Las Vegas, April 2010 Introduction to the Session

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  1. Deep Dive into Oracle BI EE 10g • Collaborate’10 IOUG Forum, Las Vegas, April 2010 • Introduction to the Session T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  2. Who Am I? • Oracle BI&W Architecture and Development Specialist • Co-Founder of Rittman Mead Consulting • Oracle BI&W Project Delivery Specialists • 12+ years with Discoverer, OWB etc • Oracle ACE Director, ACE of the Year 2005 • Writer for OTN and Oracle Magazine • Author of forthcoming Oracle Press OBIEE Book • Due Q4 2009 • Longest-running Oracle blog • http://www.rittmanmead.com/blog • Ex-Chair of UKOUG BIRT SIG • Co-Chair of ODTUG BI&DW SIG • Editor of UKOUG “Oracle Scene” Magazine T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

  3. Rittman Mead Consulting • Oracle BI&DW Project Specialists providing consulting, training and support • Clients in the UK, USA, Europe, Middle-East • Voted UKOUG BI Partner of the Year 2008 • Consultants in Europe and North America • Regular speakers at user group and Oracle events T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

  4. What Do We Do? • Consulting, mentoring and support for Oracle BI projects • Technical design, project management, QA • Deliver entire project or just supplement your team • Advise on Oracle BI technology strategy • On-site training • Event organization • Support T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  5. Rittman Mead Blog • Longest-running Oracle (BI) Blog • Ten authors including Mark Rittman, Borkur Steingrimsson, Stewart Bryson, Peter Scott • and now Venkat J (ex-http://oraclebizint.wordpress.com) • Articles on OBIEE, OWB, DW, Hyperion etc • All past presentations and articles T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  6. BI Forum Brighton 2009 • Expert-level developer conference run in Brighton, May 2009 • Attended by Oracle, Client and Industry developers and experts from around the world • Two days of presentations, discussions, knowledge exchange & networking • Focus on OBIEE, ODI, Essbase • Running again in May 2010 T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

  7. What Is This Session About? • Oracle Business Intelligence Enterprise Edition Plus • Oracle’s Next-Generation Business Intelligence Platform • In today’s session you will learn: • What is OBIEE • How it connects to data sources • What data models it supports • How it federates data • How the BI Server joins data • How reports and portals are created • How it handles Essbase data • What’s coming in OBIEE 11g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  8. Agenda • Introduction to Oracle BI EE • Oracle BI EE 10g Architecture • Data Modeling using star and 3NF data • Federating multiple data sources • Creating reports, dashboards and alerts (an overview) • Incorporating Essbase and other Multi-dimensional data • What’s coming in OBIEE 11g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  9. The Seminar Format • Presentations and discussions • A break around 12pm • Finish at 3pm • Slides will be available online T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  10. Participant Introduction • The most important people in this room are you • It helps if I know a bit about you • Your Oracle BI experience • Your course objectives • Where you work • Introduce yourself to me, and to the other seminar participants T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  11. Deep Dive into Oracle BI EE 10g • Collaborate’10 IOUG Forum, Las Vegas, April 2010 • Introduction to the Session T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  12. Deep Dive into Oracle BI EE 10g • Collaborate’10 IOUG Forum, Las Vegas, April 2010 • Lession 1 : Introduction to OBIEE 10g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  13. Oracle Business Intelligence Enterprise Edition Plus 10g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  14. Hot-Pluggable and Standards-Based T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  15. Connectivity to Most Applications and Data Sources • Oracle Business Intelligence Enterprise Edition is a “federated query server” • Connectivity to Oracle, MS SQL Server, Sybase, IBM DB2, Teradata etc • MS AS, Essbase, Oracle OLAP • Files, XML • Microsoft Excel • etc T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  16. Common Enterprise Information Model • Enables consistency, security, reuse, flexibility • Role-based views of the organization • Single metadata model of the business • Consistent definition of business measures, metrics, calculations • Drill paths, summaries, security • Model once, deploy anywhere • Across any data source T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  17. Pervasive Information Access through a Unified BI Foundation T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  18. Oracle Business Intelligence Applications - Prebuilt Analytics T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  19. Oracle Interactive Dashboards • “One-stop shop” for reporting and analysis • All your reports in one place • Fully interactive • Graphs, reports, links • Delivered through your browser • Download to Excel • Print & Save your favoritereports T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  20. Oracle Answers • Used for creating and amending reports • Point-and-click interactive environment • Tables, pivot-tables • Graphs • Gauges • Commentary text • Answers reports are then publishedto dashboard T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  21. Sense and Respond • Delivers/Analytic Agents provides true real-time in context sense and respond capabilities across systems tailored for any user on any device. T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  22. Sense and Respond • BI can also be embedded directly within the business processes. • All BI Content can be exposed as a set of services that are callable by SOA enabled technologies and applications. T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  23. Oracle Disconnected Analytics • Fully-featured disconnected client • The user experience is identical to the connected user. • Dashboard and Answers functionality will act identically as if the user were connected to the server. T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  24. Guided Analytics • Provide guidance and “best next step” for users • Conditionally display alerts, messages and entire reports T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  25. Oracle Briefing Books - “Pack and Go” • Bring along an electronic “Briefing Book” which is a collection of your most important dashboards. • Briefing Books are extremely small, and can be delivered daily for enterprise collaboration. T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  26. Oracle BI Publisher - “Pixel-Perfect” BI Publishing T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  27. Microsoft Office BI Integration T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  28. Demonstration Oracle BI EE 10g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  29. Summary • Oracle BI EE enables analytic analysis within your organization • Next-Generation Architecture, web-based analysis • Oracle BI Answers and Oracle BI Dashboards for analysis of data • Oracle BI Delivers provides scheduling and “sense and respond” • Offline analysis using Oracle BI Disconnected Analytics and Briefing Books • Microsoft Office integration to provide BI directly within your working environment • Many tools and opportunities • Oracle BI EE comes with a default repository so you can experiment straightaway T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

  30. Deep Dive into Oracle BI EE 10g • Collaborate’10 IOUG Forum, Las Vegas, April 2010 • Lession 1 : Introduction to OBIEE 10g T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  31. Deep Dive into Oracle BI EE 10g • Collaborate’10 IOUG Forum, Las Vegas, April 2010 • Lession 2 : OBIEE Architecture and Relational Data Modeling T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  32. Oracle BI Suite Enterprise Edition Plus • Oracle “Next-Generation” BI tools platform • Based on Siebel Analytics • Originally developed by nQuire • Standards (J2EE) based • Heterogeneous connectivity • Server and Web-based • Oracle BI Server • Oracle Presentation Server • Oracle BI Answers • Oracle BI Delivers • Oracle BI Administration • Job Manager, Catalog Manager etc T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  33. OBIEE 10g Architecture T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  34. Oracle BI Server • Calculation and Data Integration Engine • “Virtual Data Warehouse” • Allows reporting across multiple sources • Data accessed though metadata layer • Connects to RDBMS and OLAP data • Oracle Database (including Oracle OLAP) • IBM DB2 • Microsoft SQL Server • Teradata • Microsoft Analysis Services (OLAP) • SAP BW 'info cubes' • Security, Summary Management • Translates incoming “logical SQL” in to optimized, physical SQL T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  35. Oracle BI Presentation Server • “BI Application Server” • Single application that provides Oracle BI Answers, Dashboards • Metadata stored in Web Catalog • User Profiling, Security and Session Management • SOAP Web Services, XML and URL Interface T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  36. Oracle BI Delivers Server • Scheduling and distribution • Uses iBots (“Intelligent Bots”) • Integration (through Java) with BPEL • iBot chaining, calling from BPEL, calling BPEL • Permits alerts, through execution of Answers reports • If report returns rows, alert triggered • Alert appears on dashboard, via email, SMS, cell phone • Can trigger narrative andconditionally-appearing reportson dashboard T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  37. Oracle BI Publisher Server • New in 10.1.3.2, based on Oracle XML Publisher • Separate application, integrated with Oracle BI Presentation Server • Initially usernames and passwords integrated • Thereafter separately administered • Provides high-fidelity layout, positioning ofdata, charts etc • Multiple data sources • OBIEE Metadata Layer • Oracle BI Answers reports • Any source accessible via SQL • XML over HTTP T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  38. Oracle BI Administration • MS Windows application for managing BI Server • Creates and manages Common Enterprise Information Model • Physical, logical and presentation layers • Manage other aspects of BI Server • Security • Scheduler (Delivers server) • Jobs • Joins • Marketing • Sessions • Cache • Utilities and Tools • Connect to BI Server via ODBC DSN T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  39. Other Tools • Catalog Manager • Job Manager • OC4J Start / Stop (when hosted in OC4J) • System Manager • ODBC Client • Oracle BI Publisher Enterprise T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  40. Core BI Server Functionality • Data Integration through Business Model View • Calculation and analytical engine • Support for RDBMS and OLAP data sources • Intelligent Request Generation and Optimized Data Access • Security and Data Scoping • ODBC Interface out, native RDBMS andOLAP interfaces in • Clustering, replication, supportfor Windows and Unix/Linux hosts,32-bit and 64-bit T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  41. Data Access • Reporting data may be sourced frommultiple databases, applications • Oracle Database (including Oracle OLAP) • IBM DB2 • Microsoft SQL Server • Teradata • Microsoft Analysis Services (OLAP) • SAP BW 'info cubes' • SAP, Peoplesoft, Siebel, E-Business Suite • Oracle BI Server joins this sourcedata together and presents alogical business model • Facts • Dimensions • Calculations • Joins • Presentation folders T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  42. Common Enterprise Information Model • Metadata layer for OBIEE tools • Three layers of metadata • Physical layer, connections to sources • Logical layer, denormalized factsand dimensions • Presentation layer, “report-centric” folders • Maintained using BI Administrator • Model is the “center” of the OBIEE universe • “Model First” development T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  43. Data Modeling using Oracle BI Server • Design goal for the BI Server metadata layer is to create a Star Schema • Fact tables • Dimension tables • Drill paths • Source data can either be pre-integrated (data mart,data warehouse) or integrated using the BI Server (“federated”) • Federated can be faster to deliver (report in place) • Assumes data sources share common key values • Data marts are simpler and faster to query • MDX (OLAP, Multi-dimensional) data is converted into RDBMS row-sets • Logical layer is main integration point • Presentation layer allows “report centric” folders T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  44. Information Model Layers • Physical Layer contains connections, physical tables • Connections start as ODBC, switch to native (OCI etc) • Primary keys and foreign keys • Logical layer is where the data is integrated • Logical fact tables, logical dimension tables • Dimensions • Calculations • Complex joins to define relationships • Presentation layer is where data is presented • Can be a simple copy of the logical layer • Or can be made more personalized • Report centric T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  45. Star Schema Design Approach • Classic “Kimball” approach • Fact tables contain measures, and joins to dimensions • No attributes except for degenerate dimensions • Leave IDs in, remove in Presentation layer • Dimension tables contain lookup data • Customer, Product, Time etc • Dimensions can however be facts • Use alias tables to disambiguate • Dimension objects define drill path • Multiple hierarchies supported • Ragged hierarchies possible (see later) • Time dimensions enable time-series queries T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  46. Sample Business Model T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  47. Data Modeling Workflow Steps • Create logical model in business model & mapping layer • Import physical data sources & define primary and foreign keys • Map logical model to physical model • Create initial calculations • Create dimensions • Rename and tidy-up logical model • Create initial presentation model • Create complex calculations, time dimensions etc • Add additional columns to presentation model T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  48. Exercise Reporting Scenario • Global Company has a data warehouse, containing order and customer data • Requirement is to take the existing warehouse (normalized)and turn it into a star schema (denormalized) • For now, OBIEE will be used to map the data T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  49. Step 1: Create Logical Model in Business Model Layer • Firstly, create new logical model • Then create logical tables and columns • Either create from scratch, then connect to physical(best practice) • Or define by dragging and dropping physical tables • Start from fact table and work outward to the dimensions • Do one fact/dimension combination first • Then add more facts • ... and more dimensions • Add details on datatypes etc later on T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

  50. Demonstration • Create a new Logical Business Model in the Repository T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

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