Obiee Bi Apps

Twelve Tips for Successful
OBIEE / Applications
Implementations
Shyam Varan Nath
OBIEE Architect, IBM
12/12/2012
NYOUG
Gartner Survey Lists BI as Top Priority
http://www.forbes.com/sites/louiscolumbus/2012/09/16/why-cios-are-quickly-prioritizing-analytics-cloud-and-mobile/?partner=yahootix
Twelve Tips for BI 12 days before Christmas!

1. A Picture Says a Thousand Words - BI is all about Visualization of data
2. Leverage Mobile BI to provides easy access to applications
3. Do not re-invent the wheel, leverage pre-built applications such as Oracle
BI Applications
4. OBIEE Socialization phased approach
5. Extend your DW/BI Solution with Advanced Analytics to take it to the next
level of maturity
6. Leverage external data and Big Data
7. Cannot ignore data quality, Testing plan, QA, UAT are not fancy words
8. Security should not be an after thought
9. Consider Engineered systems same concept as pre-built applications
10. Leverage Cloud hosting/applications Oracle Fusion Applications on
Cloud , SalesForce.com, Workday are not anomaly new norm!
11. BI CoE - BI Applications need care and enhancements
12. Do not ignore the Human Intelligence on way to Business Intelligence
the emergence of Oracle Data Scientist
Tip 1 Visualization of Data

It is all about
Visualization of
Data
Picture speaks a
thousand words
A Photo-shoped
picture speaks a
thousand lies!
About Shyam
OBIEE Architect with IBM GBS (Oracle BI Practice)
OCP since 1998 on 4 different DB versions, OBIEE /
BI Apps certified (OCS)
IOUG Board of Director (Product Integration)
President/Founder of BIWA SIG and Exadata SIG
IOUG Special Interest Groups
Regular speaker at Oracle Open World (since 03),
IOUG Collaborate (since 05), ODTUG-KScope (since
08), BIWA Summit and NYOUG (since 06) and
other regional groups.
Bachelors from IIT-India, MBA and MS from Florida
Atlantic University, Boca Raton, FL
Industry Landscape - BI Services and Products
Business Intelligence
Platform Providers
Typical BI Analysis Question
Show me Spend by Category by Vendor

(On OLTP side you enter Invoices, GL accounts etc.)
Introduction to Star Schema
OLTP Circular Join
OBIEE Star (Logical/Physical)
BI Apps
Other Extreme
Visualization of Data using Dashboard / Reports
Graph Sliders
Playback option
Visualizations
Visualizing Human Resource Payroll Data
Tip 2 - Leverage Mobile BI
Why BI Mobile is Important?

Demo of iPad App
Inversion of Desktop / Mobile usage
Tip 3 Leverage Pre-Built Solutions

Build - BI/ DW Grounds Up
Built to requirements
Build Data Model
Utilize DW features of Oracle
DB
Build ETL framework
Choices ODI / OWB
Informatica / DataStage
OBIEE Metadata (RPD)
Performance Considerations
Summary Tables / OLAP
Parallelism, Partitioning
Visualization / In-memory
In-house Maintenance
Functionality upgrade
ERP upgrade
Platform Upgrade
OS, DB etc.
Buy Start using Packaged

Analytics
Leverage pre-built application like
OBIA for Oracle ERP shops
Standard ERP/CRM in use like
EBS, PSFT, JDE, Siebel, Fusions
Apps, SAP etc
Quick install and Socialization
phase
Focus on Fit-Gap
Available Analytical Apps
Other sources
Dims, Hierarchies
Reports
Performance Considerations
Best Practices
Custom Tweaks
Align upgrades to OBIA Roadmap
Oracle BI Apps Release 7.9.6.3 / OBIEE 11g

How can Oracle ERP Shops Check Applicability of BI Apps?
OBIA High Level Flow
OBI EE Plus vs BI Applications

Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications Prebuilt Metadata
ETL Considerations:
JD Edwards Tables
The JD Edwards table names are quite
cryptic
This shows that that for building
custom OBIEE solutions, deep ERP
knowledge is required
Need for data modeler, ETL/OBIEE
architect and developers
Resolved ETL mappings with help of
views on JDE side, flat files from main
frame.
How we Solve Companys Business Questions

by Implementing / Customizing OBIA
Are expenses under
control?
[Source: Procurement]
Who owes us money. Where
do I have to take action?
[Source: Financials]
Hows the revenue as
compared to the plan?
[Source: Projects]
Hows our utilization?

(Future)
[Source: Projects]
What are our top service

sales opportunities?
[Source: CRM]
Where do we need people

and how quickly are we
finding them?
[Source: HCM]
Implementation Steps: BI Applications (Financial Analytics)
Start with Pre-built warehouse and star-schemas

for analysis and reporting on financial analytics
Modify OBIEE metadata, calculations and metrics

for financial analysts, executives and other
business users, as needed
Customize ETL to extract data from different

operational tables and load it into the DW, as
needed
Presentation layer
Logical business model
Physical sources
Deploy the dashboards, reports for different

Finance Stakeholders
ETL Mapping Can Be Customized

Using Informatica (Future ODI)
Oracle EBS
Source Table
Source Qualifier
Expression
Transformation
Mapplet output to
Extract Mapping
Building Cross-Functional Analysis

Dim Table
Dimension
Dim Table
Tables
Dim Table
Dimension
Dim Table
Tables
Products
Dimension
Purchase
Orders
Fact Table
Sales Orders
Fact Table
Supply Chain & Order

Management Analytics
Time
Dimension
Procurement and Spend

Analytics
Q. How many of my top customers bought

products from my worst suppliers?
Q. Which of my top suppliers are also
my top customers?
Tip 4 Agile BI (Phased Approach)

Large DW projects are risky
Plan smaller increments one subject area at
a time (90-120 day cycles)
Stage of OBIEE Socialization with users
Leverage success of one Department to
introduce BI to the rest of the company
BI Projects are often Line of Business Driven
Tip 5 BI is a Journey Add Advanced

Analytics to Drive Competitive Intelligence
Predictive Analytics in Use Everyday

Twitter sends me
emails about users with
similar profile as mine
E.g. of Market basket
analysis
If better
recommendations, I am
more likely to follow
Build a better network
More user adoption
and enhanced
experience

Analytics
Procurement and Spend Analytics Expense Analysis
Select Q3
Detail graph getting

refreshed upon
selecting Q3
What is Spend Classification?

An automated way to categorize the expenses
incurred / or invoices paid into meaningful categories
The meaningful categories can be industry standard
UNSPSC codes
90000000
90110000
90111600
90111601
Travel and Food and Lodging and

Entertainment Services
Hotels and lodging and meeting facilities
Meeting facilities
Conference centers
Option to OBIA P&S

Add-on component to Oracle
Business Intelligence Applications
Classification
Add-on screens help to manage
Spend Classification
How to Monitor Spend Classification Activities?
Tip 6 - Leverage External Data and Big Data

External Data is often needed to improve the
Data from internal systems like ERP, CRM
system
Customer MDM solution (Dun & Bradstreet)
Supplier Hierarchy
Twitter feeds for Sentiment Analysis
Types of Big Data

ERP, CRM and similar OLTP applications
generated data
Machine generated
Sensors
High speed Camera / Video in manufacturing
plant
Third party Currency rates, Stock prices,

Weather predictions, Economic Data,
Syndicated Data
Human generated social media
Biometrics, Weblogs, Network logs
Internal
External
Use Case: Retail Smart Mall

Key Business Goals:
Increase store traffic
Increase revenue per transaction
Reduce discount percentages

Key Tools
Multi-Channel Customer
Interactions
Real-Time, localized, microsegmented offers driven by

customer profile, store stocks,
local influencers (weather,
birthdays, graduations etc.)
Use Case: Retail Smart Mall

Key Technologies
Smart Devices with Location Data
Data Collection Points with realtime decision capabilities
Data Processing and Storage

facilities
Data Sets
Customer Profiles with Opt-In to

coupons
Customer segmentation
Customer buying behavior
Use Case: Smart Mall
Point of Sale Capture:

Coupon used
3 items bought (up 1)
Customer enters
mall area based on
Cell Phone location
112
113
data
127
Customer Profile:
Increased spend (up $10)
Send Coupon:
30-35 Female 20% of item
2 kids < 5yrs when used in the next
Uses our coupons
15 minutes
114 115
116
126
117 118
125
119
120
121
124
123
122
Use Case: Smart Mall Data Flows

Identify User
Deliver
Coupon
NoSQL
Lookup
Collection &
Decision Points
Expert
Engine
Complex Event
Processing
(CEP)
Big Data
Appliance
Models
Big Data
Connectors
Map
Reduce
Social
Feeds
Collection &
Decision
Decision Poin
User
Profiles
Analyze
Off-Line offers
via email, mail
Oracle Big Data Analytic for Retail : E.g.

Merchandise allocation optimization
Business Question(s): Can retailers optimize
the allocation of merchandise in stores to
match demand and give the best experience
to customer?
Challenges: Therere many analytic model to
optimize the allocation, but what about this
allocation relate to customer purchase
experience? Is the passageway too narrow?
Too crowd? How to measure ?
Objective
Solution: derive the information from media
data(video) --(utilize big data/Hadoop
platform), and consolidate into/with ORDM to
meet the business scenario.
Benefit: [to retailers]-improve customer
satisfaction as well as increase gross sales;-further capability to mining information from
video data apply in any industry;
Tip 7 - Ensure Data Quality by Testing

Cannot ignore data quality till the end of the
project
Develop a Test in the design stages to identify
the key business users who will be able to
validate data quality
Data Quality issue can arise in source systems
or in the DW
QA, UAT are not fancy words, they are
necessary evil parts of the BI project
Tip 8 - A Robust Security model

The Savvy Business User
Howdy Joe!
I need OBIEE access
The Nave System Admin
Mark, which departments data and

dashboards you need to access to?
Give me access to everything!

Joe, you are the best!
You got it! Login after 10 minutes.

Welcome!
Security Changes (OBIEE 11g - 7.9.6.3)
OBIEE 11g Security Model User>Group>Role

WebLogic Server
User Administration
Group Administration
Enterprise Manager
Role Administration
RPD files now have RPD-specific passwords - used to

encrypt the contents.
Groups no longer exist in the RPD as objects. Data
access security is implemented based on application
roles to which a user belongs.
How to Configure OBIEE Security Provisioning

Weblogic Security Providers
Weblogic - Security Realms

Security Users
Weblogic Security Users

Security Groups
Weblogic - Security
Groups

Application Roles
Enterprise
Manager
Mapping
Security
Groups and
Users to
Application
Roles

Subject Area Provisioning
Metadata: Authorization on Subject Areas
Tip 9 DW Appliances / Engineered System

Consider Engineered systems same concept as prebuilt BI applications
DW Appliances in the industry Teradata, Netezza
(IBM)
Oracle Exadata and DB Appliance
Emergence of in-memory computing
Oracle Exalytics, Oracle Big Data Appliance and on so
Competitor boxes
like SAP HANA
Tip 10 - Leverage Cloud &

Virtualization for BI
Oracle Fusion Applications on the Oracle

Public Cloud, SalesForce (CRM) and Workday
(HCM) are the new norm
BI / DW / Data integration servers can be
virtualized (first step)
OBIEE can be run in Cloud
Amazon Redshift DW on Cloud
Tip 11 - Consider a BI Center of Excellence

Adoption of the BI solution
Setup standards naming conventions,
vendor or tool-stack selection
Care and enhancement
Naming Standard Custom OBIEE Metadata: Physical Layer
Customization:
Extension Columns
added to the physical
group account table
Tip 12: Human Intelligence Emergence of

Oracle Data Scientist
The human aspect cannot be overlooked in any BI
initiative.
The skills and development of the BI team is very
important. Since BI is a cross over area from pure
Technology to business insights, there is a new buzz
word in the industry calle Data Science.
DW and BI professionals can look forward to the
emergence of the Oracle Data Scientist role.
Oracle BIWA Summit Jan 9-10, 2013

Near Oracle HQ in San Francisco, Bay area
Keynotes by Tom Kyte, Balaji Yelamanchili, Vaishanavi
Sashikanth, Ari Kaplan a Sports Analyst of Major
League baseball fame!
Other Noted Speakers like Mark Rittman, Dan Vlamis
etc.
Tracks like BI, DW, Advanced Analytics, Big Data and
EPM Hyperion along with Hands-on Labs
Registration starts at $249 http://BIWASummit.org
SAVE THE DATE!

COLLABORATE 13
April 7-11, 2013
Colorado Convention Center
Denver, Colorado
http://collaborate13.ioug.org
Wrap-Up
Twelve Tips
Custom v/s pre-built BI Solutions
Spend Classification Advanced Analytics
Q&A
Questions?
Contact Info: [email protected]

www.IBM.com

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Twelve Tips for Successful

Gartner Survey Lists BI as Top Priority

Twelve Tips for BI 12 days before Christmas!

Tip 1 Visualization of Data

Industry Landscape - BI Services and Products

Typical BI Analysis Question

Show me Spend by Category by Vendor

Introduction to Star Schema

OLTP Circular Join

OBIEE Star (Logical/Physical)

Visualization of Data using Dashboard / Reports

Visualizing Human Resource Payroll Data

Tip 2 - Leverage Mobile BI

Why BI Mobile is Important?

Tip 3 Leverage Pre-Built Solutions

Buy Start using Packaged

Oracle BI Apps Release 7.9.6.3 / OBIEE 11g

OBIA High Level Flow

OBI EE Plus vs BI Applications

Oracle Business Intelligence Applications Prebuilt Metadata

How we Solve Companys Business Questions

Hows our utilization?

What are our top service

Where do we need people

Implementation Steps: BI Applications (Financial Analytics)

Start with Pre-built warehouse and star-schemas

Modify OBIEE metadata, calculations and metrics

Customize ETL to extract data from different

Deploy the dashboards, reports for different

ETL Mapping Can Be Customized

Building Cross-Functional Analysis

Supply Chain & Order

Procurement and Spend

Q. How many of my top customers bought

Tip 4 Agile BI (Phased Approach)

Tip 5 BI is a Journey Add Advanced

Predictive Analytics in Use Everyday

Procurement and Spend

Procurement and Spend Analytics Expense Analysis

Detail graph getting

What is Spend Classification?

Travel and Food and Lodging and

Option to OBIA P&S

How to Monitor Spend Classification Activities?

Tip 6 - Leverage External Data and Big Data

Types of Big Data

Third party Currency rates, Stock prices,

Use Case: Retail Smart Mall

Increase store traffic

Increase revenue per transaction

Reduce discount percentages

Real-Time, localized, microsegmented offers driven by

Use Case: Retail Smart Mall

Smart Devices with Location Data

Data Collection Points with realtime decision capabilities

Data Processing and Storage

Customer Profiles with Opt-In to

Customer buying behavior

Use Case: Smart Mall