http://www.simba.

com

Excel For Business Intelligence Using Oracle Database 11g OLAP Option

Presented by:

Russ Tront, Product Manager George Chow, Development Manager

Simba Technologies Inc.

Agenda

1. 2. 3. 4. 5. 6.

Simba and Product Background Getting Started Using Excel for BI Options for Use Summary Q&A Appendix Excel Example Screenshots

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Simba Technologies Background

Founded in 1991. Worked on original ODBC spec with Microsoft Worked with Microsoft on OLE DB for OLAP (ODBO) and Multi-Dimensional eXpression (MDX) query language. Founding member of the XMLA Council SAPs MDX Interface is built on Simbas technology Assisted Hyperion in building its MDX and XMLA interfaces Recognized as the independent expert on server-side MDX, and on MDX connectivity to Microsoft Excel
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Why This Solution?

Excel for Ad Hoc Query and Analysis Oracle for All Your Data Easy Client-Side Solution Low Cost of Ownership Future-Proofed Microsoft is making major enhancements to Excel BI (with an MDX solution you get all of this) As an MDX solution, supports more than Excel
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Excel

Excel: The Most Ubiquitous BI / Analytical Tool in the world

Excel pivot tables are excellent for: multi-dimensional navigation and ad-hoc query in-depth analysis visualization/dashboarding/reporting of Business Intelligence information

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Why Excel?

You and your customer already have it Excels your entry to other MS-Office apps, including Excel Services on Sharepoint. Excel allows you to leverage Microsofts continuing investment in new BI/OLAP/Analytics functionality Excel 2007 has great reporting, charting, and dashboarding tools. Using Excel directly for OLAP allows you to take advantage of new features as they become available (Excel 2010)
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What is MDX?

Language for OLAP/multi-dimensional query, calculation, referencing. Defined in 1998. Operates on pre-defined cubes, dimensions/hierarchies, levels, measures, properties Vendor support:
Oracle (Hyperion) Microsoft SAP Infor Panoratio IBM
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Why MDX?

MDX functions directly support business selections and analytics Declarative language (as SQL): specify what you want, not how you get it Requests can include new calculations that work with server calculations MDX requires different mental model Different meanings for SELECT-FROMWHERE, etc.
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MDX and Excel

MDX knowledge not required by Excel users.

But MDX is how Excel connects today Excel will continue to connect via MDX tomorrow Microsoft is committed to adding more and more BI capability into Excel

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The Product

Todays presentation includes a demo of Excel connecting to Oracle 11g OLAP Option via Simba Technologies MDX Provider for Oracle OLAP It allows Excel PivotTables to connect natively to Oracle 11gs OLAP Option. Excel sends MDX queries out via an interface called OLE DB for OLAP (ODBO). The product implements the ODBO interface to provide MDX service to Excel.
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Architecture

Excel sends MDX queries to a client-side MDX Provider Provider issues SQL against Oracle 11g OLAP Option cubes Oracle OLAP Option returns results through the Provider
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Excel 2007 for Oracle OLAP 11g - Native

MDX Provider for Oracle OLAP connects Excel to Oracle OLAP Option natively: Users work with Excel exactly as with Microsoft Analysis Services or SAP NetWeaver BI Not an Excel add-in. No unusual UI to learn. No need for a mid-tier server. Connect to your 11g OLAP server directly!
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Inside the Provider

The Provider is:

Easy to install. Somewhat invisible like an ODBC driver.

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Inside the Provider

Simbas Proven MDX Technology

Used by companies like SAP/Business Objects, Infor, Panoratio, etc.

MDX 2005
Simba keeps up with Microsofts Standards

The Provider has the Smarts to get the Right Information from Oracle Cubes
Simba is expert in both Multidimensional (MDX) and Relational (SQL) data access

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Product Roadmap

MDX Provider for Oracle OLAP had a very successful beta test program during April-May, 2009.
50 companies enrolled.

Product release is scheduled for Mid-July 2009.

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MDX Provider for Oracle OLAP

Section 2
Getting Started using Excel for BI

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MDX Provider Pre-requisites

Windows XP SP2 or Vista SP1 Microsoft Excel 2007 (Excel 2003 and XP also work) Oracle 11g R1.0.7 (OLAP Option B patch optional) OLAP Option An Oracle OLAP cube TNS service name from a tnsnames.ora file User name and password for Oracle server

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Install and Configuration

Install similar to an ODBC driver Only takes a few seconds Then create a MS-Office Data Source Name (DSN) pointing at an entry in your Oracle tnsnames.ora file In Excel 2007, then Data tab > Get External Data > From Other Sources to build an Office Data Connection (.odc) to your Oracle cube. Details in MDX Provider for Oracle OLAP User and Admin Guide.

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Demo

Demo: Using Excel for BI

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Wrapping up

Section 3
Options for Use

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Install/Use Options

There are three options for using MDX Provider for Oracle OLAP: Basic Option Uses your cube as is immediately Server-Side Formatting Option Augment your cube with metadata to enable server-side measure formatting Advanced Option Extend your cube with additional attributes to support MDX default member, all member, custom ordering, and child cardinality The latter two options require cube administrator tailoring

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EXAMPLE: Server-Side Cell Formatting

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Summary

Section 4
Summary

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Why This Solution?

Excel for Ad Hoc Query and Analysis Oracle for All Your Data Easy Client-Side Solution Low Cost of Ownership Future-Proofed Microsoft is making major enhancements to Excel BI (with an MDX solution you get all of this) As an MDX solution, supports more than Excel
www.simba.com
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Why Simba?

We are The Experts Only independent company doing both SQL drivers and MDX providers MDX 2005 and future MDX versions Deep MDX and Excel know how MDX Provider can potentially be used to support other client apps needing ODBO MDX services Please contact us regarding other client apps youre interested in using it for!
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Product Availability and Price

MDX Provider for Oracle OLAP will be available mid-July, 2009. Pricing: $150 for 1-25 licenses $125 for 26-100 licenses $100 for 100+ licences

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More Information

Highly recommended: Video demo of even more Excel ad-hoc query and reporting techniques by Oracles Bud Endress. Available from the drivers area of Simba Technologies web site:
http://www.simba.com/MDX-Provider-for-Oracle-OLAP.htm

Submit a web request on above web site for more information and early release notification Sales, email and other contact information available here: http://www.simba.com/contact-us.htm Product Manager: Russ Tront ( )
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Questions

Section 5
Q & A?

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Thanks for participating!

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Section 6 Appendix
Excel 2007 Pivot Table Examples

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Easy Setup

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Security Passed Through from Oracle

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Data Source Selection

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Easy PivotTable Creation

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PivotTable Built from Oracle Data

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Easy Drill-down and Data Manipulation

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Example of Metadata Representation within Excel In-table Charting

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Example of Metadata Representation within Excel In-table Charting

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Easy Chart Creation

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Easy Formatting and Chart Options

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Chart Example

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Chart Example

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Chart Example

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