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Oracle Business Intelligence Applications

Technical Hands-on Workshop Day 1

Workshop Goals
The PTS Oracle Business Intelligence Applications Workshop provides a business and technical overview of the BI Applications platform as well as an understanding for the different offerings. Participants will be familiarized with the procedures needed to properly install and configure the BI applications and gain substantial hands-on experience using BI Application components including Informatica, Data Warehouse Administration Console (DAC), Oracle BI Applications Warehouse (OBAW), OBI EE Dashboards and OBI EE Answers in a controlled lab environment

Agenda Day 1
Start
8:30 9:00 9:30 10:00 11:00 11:45 12:15 1:30 3:00 3:30 4:30

End
9:00 9:30 10:00 11:00 11:45 12:15 1:00 3:00 5:30 4:30 5:00

Agenda Item
Breakfast Welcome, Overview, and Introductions and Environment Setup Lab Lab Environment Overview Oracle BI Applications Overview Oracle BI Applications Installation and Configuration Lab (Viewlet) DAC Overview Lunch DAC (Order Management) Configuration Lab DAC Execution (Order Management) Warehouse Load Lab Oracle Business Analytics Warehouse (OBAW) Overview Oracle BI Applications Order Management Analytics Overview

Agenda Day 2
Start
8:30 9:00 9:30 10:30 11:30 12:00 12:30 1:30 3:00 4:30

End
9:00 9:30 10:30 11:30 12:00 12:30 1:30 3:00 4:30 5:00

Agenda Item
Breakfast / Questions & Answers (Review Day 1) DAC Execution Review Warehouse Load Confirmation Lab BI EE Informatica Overview Lab (Viewlet) OBAW Customization Overview Lunch Informatica Lab Custom ETL (Viewlet) DAC Configuration Lab for Custom ETL DAC Execution and Warehouse Load Confirmation Lab (Custom ETL) SQL*Plus Workshop Wrap up / Evaluations

Workshop Site Information

Instructor and Workshop Participants

Who are you?

Name Company Role

What is your prior experience?

Business Intelligence Data Warehouse Design Database Design and Administration

How do you expect to benefit from this course?

Oracle Platform Technology Solutions

BI and EPM Team Mission

We drive customer success by ensuring our partners:

1) 2) 3)

Are aware of our product positioning and roadmaps, Have adopted best practices and technical skills for successful delivery of our products, Can effectively scale the delivery of our products through repeatable integrated solutions, centers of excellence, and cost effective POCs.

Programmatic Investment for Partnership Success

OBI EE+ Enablement
Webinars Hands-on Workshops Centers of Excellence

Consulting Services
Successful
Architecture Design Build to self sufficiency

OBI EE+ Engagements Repeatable

Incremental

Solutions
Baseline Platform Reference e.g. Integration, LOB, etc. Industry specific exploitations of platform

BI Factory
POC Sandbox OBI EE+ Demonstration Early Adoption Engagements to Insure Success

PTS OBI Workshops Available / Planned

SI Partner Technical Training
WORKSHOP NAME OBI EE+ & Essbase DURATION 1.5 Days DESCRIPTION Introductory Hands-On Technical Workshop Advanced Essbase Technical Workshop Architecture, Hands-on Labs, Solution Puzzlers BI Applications, Architecture, ETL, Metadata Mappings, Deployment Best Practices STATUS AVAILABLE

Essbase Advanced

2 Days

AVAILABLE

OBI EE+ Advanced

2.5 Days

AVAILABLE

OBI Applications

2 Days

AVAILABLE

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Presentation & Lab Exercise: Lab Environment

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Setting up Lab Environment

Pre-requisites
2 GB Memory 22 GB Free HDD space VMware installed (Player, Server or Workstation)

Lab 0.1 Lab Environment and Installations Main Steps

Copy Virtual Machine (VM) files to hard drive:
BIApps_Student_VM.part01.exe BIApps_Student_VM.part02.rar BIApps_Student_VM.part03.rar BIApps_Student_VM.part04.rar

Uncompress VM: run BIApps_Student_VM.part01.exe Open VM in VMware Player, Server or Workstation Login to VM: oracle/oracle

Duration: 1.5 Hours

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Lab Environment Features

The Base OS is Oracle Enterprise Linux 4 running inside a VMware Virtual Machine Contains:
Oracle 10g Database Release 2 Enterprise Edition Oracle BI EE 10.1.3.3.3 Oracle BI Applications 7.9.5 Informatica PowerCenter 8.1.1 SP4

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Lab Environment Features

All services except for the 10g Database require manual start and stopping. This is to minimize strain on the virtual memory allocation vice the actual physical memory of the Host OS

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Oracle 10g Release 2 Enterprise Edition

Lives at: /home/oracle/oracle/product/10.2.0/db_1/bin Useful tools

DB Console (Oracle Enterprise Manager in a Web Browser) The ever reliable SQL*Plus

The Database contains

An Oracle E-Business Suite 11.5.10 subset Schema The OBAW Oracle BI Applications Data Warehouse The DAC Repository Metadata Schema The Informatica Repository Metadata Schema

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Oracle BI EE 10.1.3.3.3 and Oracle BI Applications 7.9.5

BI EE Lives at:
/biapps/OracleBI and /biapps/OracleBIData

BI Applications Live at:

/biapps/OracleBI/DAC

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Informatica PowerCenter 8.1.1 SP4

Lives at:
/biapps/Informatica

In this version of Informatica PowerCenter the Repository Server and Informatica Server have been integrated into a single Informatica Service that runs two subordinate services:
Informatica Repository Service: This component manages the access and update to the Repository content Informatica Integration Service: This component coordinates the execution of workflows and related programmatic components The Administration Console runs under Tomcat and lives at: /biapps/Informatica/PowerCenter8.1.1/server/tomcat/bin

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What is not on the VM

Oracle BI Applications DAC Client (in an official supported capacity it is there but it works unofficially) Informatica Client Tools Oracle BI EE Administration Tool

All of the products listed above are Windows only at the moment and unfortunately we are prevented from distributing a Windows VMware Image.

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Presentation:
Oracle BI Applications Overview

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What Gartner is Saying Through 2009 there will be a swing toward buying pre-packaged analytic applications (0.7 probability)

Source: Business Intelligence Scenario: Pervasive BI, Gartner Symposium ITxpo 2006

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Oracle is the Worldwide Leader

Oracle BI Applications Oracle BI EE Suite Oracle Data Warehousing

#1 in BI/Analytic Applications - IDC One of the most comprehensive and innovative BI platforms - Gartner #1 in DW Tools - IDC

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BI Approaches: Tools
Tools & Build Approach
These steps require different types of BI and DW technology These steps require significant resources with specialized skills / expertise These steps typically take a long time to perfect as knowledge of best practices is learned

Develop detailed understanding of operational data sources Design a data warehouse by subject area License an *ETL tool to move data from operational systems to this DW Build ETL programs for every data source

No prebuilt content

Oracle BI Platform (custom metadata)

Oracle

License interactive user access tools Research analytic needs of each user community Build analytics for each audience License / create information delivery tools

Siebel
Set up user security & visibility rules

SAP
Other Sources

Custom Built DW
Custom ETL

Perform QA & performance testing Manage on-going changes/upgrades onETL= Execute, Transfer and Load Data

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BI Approaches: Tools vs Applications

Tools & Build Approach Prebuilt BI Applications Approach

No prebuilt content

Prebuilt BI Content

Oracle BI Platform (custom metadata)

Oracle Oracle

Oracle BI Platform w/ Prebuilt Metadata

Siebel SAP
Other Sources

Siebel Custom Built DW

Custom ETL

SAP
Other Sources

Prebuilt ETL

Prebuilt DW

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Oracle BI Applications
Multi-source Analytic Apps Built on BI Suite EE
Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics MS Office Plug-in Web Services

Sales

Service & Contact Center

Marketing

Order Management & Fulfillment

Supply Chain

Financials

Human Resources

Oracle BI Applications Oracle BI Apps built on Oracle BI EE Suite

Common Enterprise Information Model Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports Based on industry and analytic best practices

Packaged ETL Maps

Universal Adapters

IVR, ACD, CTI Hyperion MS Excel Other Data Sources

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Oracle BI Applications
Multi-Source Analytics with Single Architecture
Auto Comms & Media Complex Consumer Sector Mfg Energy Financial Services High Tech Insurance Life & Health Sciences Public Sector Travel & Trans

Sales
Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion

Service & Contact Center

Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends

Marketing
Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI

Order Management & Fulfillment

Order Linearity
Orders vs. Available Inventory

Supply Chain
Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis

Financials
A/R & A/P Analysis

Human Resources
Employee Productivity

GL / Balance Compensation Sheet Analysis Analysis

Customer & Product Profitability

Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables

HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital

P&L Analysis Expense Management Cash Flow Analysis

Prebuilt adapters:

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition Plus

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Pre-Built, Pre-Mapped, Pre-Packaged Insights

Example: Financial Analytics
1
Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting on Financial Analytics

Pre-mapped metadata, including embedded best practice calculations and metrics for Financial, Executives & other Business Users.

Presentation Layer Logical Business Model Physical Sources

Pre-built ETL to extract data from hundreds of operational tables and load it into the DW, sourced from Oracle EBS, PeopleSoft Enterprise, SAP R/3, and other sources.

A best practice library of over 360 pre-built metrics, Intelligent Dashboards, 200+ Reports and alerts for CFO, Finance Controller, Financial Analyst, AR/AP Managers and Executives

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Speeds Time To Value and Lowers TCO

Oracle BI Applications
Build from Scratch with Traditional BI Tools
Training / Roll-out Define Metrics & Dashboards

Oracle BI Applications

Faster deployment Lower TCO Assured business value

DW Design Training / Rollout Back-end ETL and Mapping Define Metrics & Dashboards DW Design Back-end ETL and Mapping Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Easy to use, easy to adapt Role-based dashboards and thousands of pre-defined metrics Prebuilt DW design, adapts to your EDW Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

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Rapid Deployments
Oracle BI Applications
6 weeks 6 weeks 9 weeks 10 weeks 12 weeks 3 months 3 months 100 days

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Oracle BI Apps 7.9.x

7.9.5 Now Available*

Unified multi-source data model Enhanced user experience Data Warehouse Administration Console Expanded deployment options
Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x and 8.1* Support for Oracle EBS 11i8, 11i9, 11i10 and R12 Support for PSFT 8.4 (Financials only), 8.8, 8.9* and 9.0* Support DB2 V8 on z/OS as both source and target database Support Teradata V2R6 as target database

Support for Informatica 8.1* Enhanced security options

PeopleSoft data security (enhanced) Oracle EBS data security (enhanced)

Full localization

Translation to 28 languages

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Oracle BI Apps Roadmap

Oracle BI Applications 7.9 Unified enterprise data model Enhanced DAC Leverages OBI EE 10gR3 Translation to 15 languages Oracle BI Applications 7.9.1 Certify SEBL 8.0 adapter Oracle BI Applications 7.9.2 Profitability Analytics for OFSA Oracle BI Applications 7.9.3 Certify PSFT Financials 8.4 / 8.8 and PSFT HR 8.8 FSPA Enhancements Oracle BI Applications 7.9.4 Certify Oracle EBS R12 Oracle BI Applications 7.9.5 Certify PSFT 8.9&9.0 / SEBL 8.1 Informatica 8.1 support Oracle BI Applications 7.9.x New Application Content Oracle BI Applications 11gR2 Next Generation BI Apps Certify Additional Adapters New Application Content Oracle BI Apps for Fusion Applications

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

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Statement of Direction (1 of 2)

Enhance Adapter Matrix

Oracle EBS CRM v11i10 and R12 Sales and Service Enhance SAP Adapter

Enhance Content matrix

HR Enhancements Benefits, Recruitment, Absenteeism, Training Federal Financial Analytics Project Analytics Accounting Only Fixed Asset Analytics Spend Analytics Enhancements

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

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Statement of Direction (2 of 2)

Build New/Extended Content

Pricing Analytics Scheduling and Dispatch Analytics Marketing Loyalty Analytics Project Analytics Resourcing

Upgrade ETL Infrastructure

Support for Oracle Data Integrator

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

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Oracle BI Applications
ETL Adapter Support Summary
Operational Application (e.g. PeopleSoft HR) CRM EBS 12 EBS 11.5.10 EBS 11.5.9 EBS 11.5.8 PSFT 9.0 PSFT 8.9 PSFT 8.8 PSFT 8.4 SAP 4.6c Universal Siebel 8.1 Siebel 8.0 Siebel 7.8 Siebel 7.7 Siebel 7.5 Siebel 6.3
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

Supported
Procurement & Spend

Financials

Human Resources

Supply Chain

Order Management

Not Supported Currently shipping OBIA 7.9.5 ** SAP 4.6c supported in OBIA 7.8.4
** ** ** **

Not Applicable

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Oracle BI Applications for Oracle eBusiness Suite

Certified for 11i8, 11i9, 11i10, R12 Oracle BI Application
Order Management Analytics

Oracle EBS module

Oracle Order Management Oracle Financials (for Revenue) Oracle Order Management Oracle Discrete Manufacturing (for Inventory) Oracle Financials (for Receivables and Revenue) Oracle Discrete Manufacturing Oracle Purchasing/Procurement Oracle iProcurement Oracle Financials (Payables)

Order Fulfillment Analytics Option

Inventory Analytics Procurement and Spend Analytics Supplier Performance Analytics

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Oracle BI Applications for Oracle eBusiness Suite

Certified for 11i8, 11i9, 11i10, R12 Oracle BI Application Oracle EBS module

General Ledger & Profitability Analytics Oracle Financials Payables Analytics (GL, Payables, Receivables) Receivables Analytics Human Resources Operations & Compliance Analytics Human Resources Compensation Analytics Oracle Human Resources

Oracle Payroll

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Oracle BI Applications for Oracle Financial Services Applications (OFSA)

Certified for 4.5 Oracle BI Application
Financial Services Profitability Analytics

Oracle product
Oracle Financial Services Applications

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Oracle BI Applications for PeopleSoft Enterprise

Certified for 8.4 (Financials only), 8.8 PeopleSoft Enterprise module
Financials (GL, Payables, Receivables) Human Resources

Oracle BI Application
General Ledger & Profitability Analytics Payables Analytics Receivables Analytics Human Resources Operations & Compliance Analytics Human Resources Compensation Analytics

Payroll eCompensation

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Oracle BI Applications for SAP R/3 Applications

Certified for 4.6c* Oracle BI Application
Order Management Analytics

SAP R/3 module

Sales & Distribution (SD) Financial Accounting (FI) (for Revenue) Materials Management (MM) (for Inventory) Financial Accounting (FI) (for Revenue)

Order Fulfillment Analytics Option

* Support for version 4.6c is with the Oracle BI Applications version 7.8.4

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Oracle BI Applications for SAP R/3 Applications

Certified for 4.6c* Oracle BI Application
Inventory Analytics Procurement and Spend Analytics Supplier Performance Analytics

SAP R/3 module

Materials Management (MM) Materials Management (MM) Financial Accounting (FI)

General Ledger & Profitability Analytics Financial Accounting (FI) Payables Analytics Receivables Analytics

* Support for version 4.6c is with the Oracle BI Applications version 7.8.4

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Oracle BI Applications for Siebel CRM Applications

Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x Oracle BI Application
Sales Analytics Usage Accelerator Analytics Option Service Analytics Marketing Analytics Marketing Planning Analytics Option Order Management Analytics Partner Analytics Siebel Call Center, Siebel Service, Siebel Field Service Siebel Enterprise Marketing Siebel Marketing Resource Management Siebel Customer Order Management (C/OM) Siebel Partner Relationship Management

Siebel CRM Horizontal App

Siebel Sales

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Oracle BI Applications for Siebel CRM Applications

Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x Oracle BI Application
Pharma Sales Analytics Pharma Marketing Analytics Financial Institution Analytics Financial Retail Analytics Consumer Packaged Goods Sales Analytics Case Management Analytics Case Investigations Analytics Option Benefits Management Analytics Option Siebel Consumer Goods Siebel Public Sector Siebel FINS

Siebel CRM Vertical App

Siebel Life Sciences Pharmaceuticals

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Oracle BI Applications with Universal Adapters

Oracle BI Application
All BI Applications now have Universal Adapter support, including CRM, which was previously unsupported

41

Architecture

42

Oracle BI Applications Architecture

Oracle BI Presentation Services

Dashboards by Role Reports, Analysis / Analytic Workflows

Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery

Administration

Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process

Oracle BI Server

Metadata

Metrics / KPIs

Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalization Dynamic SQL Generation Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing Highly Parallel Multistage and Customizable Deployment Modularity

ETL

Oracle

SAP R/3

Siebel

PSFT

EDW Other
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Federated Data Sources

DAC

General Packaging & Integration Points

Analytic applications support multiple
Dashboards by Role Reports, Analysis / Analytic Workflows Oracle BI Presentation Services

source systems and data types

Oracle PeopleSoft Siebel SAP

Administration

Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process

Oracle BI Server

Metadata

Metrics / KPIs

Out of the box Business Adapters that

support for Oracle, PeopleSoft, Siebel, and SAP applications Universal Adapters to support other source systems
JD Edwards Legacy IVR, CTI, ACD

Staging Area Extraction Process

ETL

Oracle

SAP R/3

Siebel

PSFT

EDW Other
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Federated Data Sources

DAC

Example of ETL Adapter

Business Component for Oracle EBS Purchase Order Lines Fact
Reusable and part of extract mapping Isolates customers from dealing with source system complexity

Oracle EBS PO Source Tables

Source Qualifier

Expression Transformation

Mapplet output to Extract Mapping

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ETL Overview
Three approaches to accessing / loading
Dashboards by Role Reports, Analysis / Analytic Workflows Oracle BI Presentation Services

source data

Administration

Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract,

Metadata

Metrics / KPIs Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process ETL

universal staging and load

Oracle BI Server

Provides isolation, modularity and extensibility Ability to support source systems version changes quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance

All mappings architected with incremental extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console

DAC

(DAC)

Application Administration, Execution and Monitoring

Oracle SAP R/3 Siebel PSFT EDW Other
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Federated Data Sources

Data Extraction and Load Process

Oracle Business Analytics Warehouse (OBAW)

Source Dependent Extract (SDE) Source-specific and Universal Business Adapters Expose simplified business entities from complex source systems Converts source-specific data to universal staging table format Lightweight and designed for performance, parallelism Extensible

Source Independent Layer

Staging Tables

SQL

SQL

App Layer

Siebel OLTP

Oracle

App Layer

ABAP

SQL

Other

PeopleSoft SAP
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SQL

Power Connect

Power Connect

Extract

Source Dependent Extract

Load

Example of ETL AdapterContd.

Source Dependent Extract (SDE) mappings for Purchase Order Lines Fact
Allows to keep all source specific logic in the extract layer Allows to keep data extracts separate from data loads

Oracle EBS

Business Component Mapplet (for PO Fact)

Expression Transformation

Source Adapter Mapplet

Universal Staging Table

Universal Source

Flat File Source (for PO fact)

Source Qualifier

Expression Transformation

Universal Staging Table

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Data Extraction and Load Process

Business Analytics Warehouse

Source Independent Layer (SIL) Encapsulates warehouse load logic Handles: Slowly changing dimensions Key lookup resolution / surrogate key generation Insert/update strategic Currency conversion Data consolidation Uses Bulk Loaders on all db platforms
Siebel OLTP

Source Independent Layer

Staging Tables

SQL

SQL

App Layer

Oracle

App Layer

ABAP

SQL

Other

PeopleSoft SAP
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SQL

Power Connect

Power Connect

Extract

Source Dependent Extract

Load

Example of ETL AdapterContd.

Source Independent Load (SIL) mapping for Purchase Order Lines Fact
Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal) Provides the ability to deliver new adapters quickly Helps customers to add new legacy sources easily with minimum efforts

Universal Staging Table

Expression Transformation

Source Independent (SIL) Mapplet

W_PURCH_ORDER_F Data Warehouse Table

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Data Warehouse Administration Console (DAC)

Strong Competitive Differentiator
DAC is a metadata driven administration and

deployment tool for ETL and data warehouse objects For warehouse developers and ETL Administrator Metadata driven ETL orchestration tool
Application Configuration Execution & Recovery Monitoring
Allows:

Pin-point deployment Load balancing / parallel loading Reduced load windows Fine-grained failure recovery Index management Database statistics collection

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Physical Data Model Overview

Oracle BI Presentation Services

Dashboards by Role Reports, Analysis / Analytic Workflows

Administration

Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process

Oracle BI Server

Metadata

Metrics / KPIs

Integrated enterprise-wide data

ETL

DAC

Oracle SAP R/3 Siebel PSFT EDW Other

warehouse built with conformed dimensions Allows modular deployment Lowest grain of Information Prebuilt Aggregates to support navigation from Summary to details Tracks historical changes Implemented and optimized for Oracle, SQL Server, IBM UDB/390, Teradata
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Federated Data Sources

Oracle BI Apps: Selected Key Entities

Unified multi-source data model
Sales Sales
Opportunities Opportunities Quotes Quotes Pipeline Pipeline Sales Order Lines Sales Order Lines Sales Schedule Lines Sales Schedule Lines Bookings Bookings Pick Lines Pick Lines Billings Billings Backlogs Backlogs Campaigns Campaigns Responses Responses Marketing Costs Marketing Costs Purchase Order Lines Purchase Order Lines Purchase Requisition Lines Purchase Requisition Lines Purchase Order Receipts Purchase Order Receipts Inventory Balance Inventory Balance Inventory Transactions Inventory Transactions Receivables Receivables Payables Payables General Ledger General Ledger COGS COGS

Call Center Call Center

Order Management Order Management

ACD Events ACD Events Rep Activities Rep Activities Contact-Rep Snapshot Contact-Rep Snapshot Targets and Benchmark Targets and Benchmark IVR Navigation History IVR Navigation History Service Requests Service Requests Activities Activities Agreements Agreements Compensation Compensation Employee Profile Employee Profile Employee Events Employee Events Prescriptions Prescriptions Syndicated Market Data Syndicated Market Data Financial Assets Financial Assets Insurance Claims Insurance Claims Benefits Benefits Cases Cases Incidents Incidents Leads Leads

Service Service

Marketing Marketing

Workforce Workforce

Supply Chain Supply Chain

Pharma Pharma

Conformed Dimensions Conformed Dimensions Customer Customer Products Products Suppliers Suppliers Cost Centers Cost Centers Profit Centers Profit Centers Internal Organizations Internal Organizations Customer Locations Customer Locations Customer Contacts Customer Contacts GL Accounts GL Accounts Employee Employee Sales Reps Sales Reps Service Reps Service Reps Partners Partners Campaign Campaign Offers Offers Employee Position Employee Position Hierarchy Hierarchy Users Users Modular DW Data Model includes: Modular DW Data Model includes: ~350 Fact Tables ~350 Fact Tables ~550 Dimension Tables ~550 Dimension Tables ~5,200 prebuilt Metrics ~5,200 prebuilt Metrics (2,500+ are derived metrics) (2,500+ are derived metrics) ~15,000 Data Elements ~15,000 Data Elements

Financials Financials

Finance Finance

Public Sector Public Sector

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Server Repository Overview

Oracle BI Presentation Services

Dashboards by Role Reports, Analysis / Analytic Workflows

Administration

Metadata

Metrics / KPIs Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process ETL

Oracle BI Server

Multi-layered Abstraction Prebuilt Metrics/Dimensions Prebuilt hierarchy drills and cross

DAC

Oracle

SAP R/3

Siebel

PSFT

EDW Other

dimensional drills Prebuilt Aggregate navigation Multi-pass complex calculated Metrics / KPIs Federation of queries Visibility & Personalization Prebuilt Security inherited from Oracle EBS, PeopleSoft, Siebel CRM
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Federated Data Sources

OBI EE Plus Vs OBI Applications

Oracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications Prebuilt Metadata

55

OBI Applications Prebuilt Metadata

Inventory Compound Metrics: Inventory Turns Example

56

OBI Applications Prebuilt Metadata

Dimensions

57

OBI Applications Prebuilt Metadata

Hierarchies Plant Location Example

58

Web Catalog Overview

Oracle BI Presentation Services

Dashboards by Role Reports, Analysis / Analytic Workflows

Administration

Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process

Oracle BI Server

Metadata

Metrics / KPIs

ETL

Role based dashboards Prebuilt Reports/Dashboards Guided Navigation Conditional navigational links Analytic Workflows Alerts Highlighting Action Links to Oracle EBS, PeopleSoft, Siebel CRM

Oracle

SAP R/3

Siebel

PSFT

EDW Other
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Federated Data Sources

DAC

Example of Role Based Dashboard

Order Management Overview Dashboard
Dashboard Pages Roles

Conditional Navigation

Highlighting

Performance Measures

Guided Navigation

Flexible View Selectors

Reports based on Multiple Sources

Prebuilt Reports
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More than just Dashboards & Reports

Guided Navigation
Enables users to quickly navigate a standard path of analytical discovery specific to their function and role Enhances usability and lowers learning curve for new users

Conditional Navigation
Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention Guides users to next logical step of analytical discovery

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Example of Inventory Analytics Workflow

Business Objectives / Issues
Reduce Inventory

Is Inventory Turns on target?

Is Days of Supply on target?

Is Inventory Balances trending up?

Is Sales declining?

Business Function:

Gain Insights

What are the Top 10 Products by Inventory Value?

Inventory
Is Cost of Goods sold increasing

Role:

Inventory Manger
Objectives:

What is the Sales Trend for these products

Drill to Sales Backlogs/ Bookings

What are the Plants holding these inventories

1) Reduce Inventory 2) Increase working capital

Take Action

Identify top 5 plants with highest inventory and cut back production
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Analytic Workflows Inventory Analytics

Business Objectives / Issues
Reduce Inventory

ail o Det Drill t

Is Inventory Turns on target??

Is Inventory Balances trending up?

Gain Insights

What are Top 10 Products By Inventory Value?

What is the Sales Trend for these products

Drill to Inventory Location Details

Take Action

Target Efforts to reduce the inventory

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Tight Integration with Oracle Applications

Action Links navigate from analytical to operational

Action Links
Seamless navigation from analytical information to transactional detail while maintaining context within Oracle EBS, Siebel CRM, and PeopleSoft Enterprise

64

Deployment Options
Standalone Dashboards Portal integration via JSR-168/WSRP Embedded Directly in Oracle EBS

65

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68

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Oracle BI Applications Process Flow

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<Insert Picture Here>

Lab Exercise:
Installation and Configuration (Viewlet)

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Installation and Configuration (Viewlet)

Lab 1.1 Installation and Configuration Main Steps

Run installation and configuration viewlet: Open Labs folder Run install_config_viewlet_viewlet_swf.html file

Simulates installation of Oracle BI Applications

Includes Informatica

Simulates typical configuration steps Duration: 45 minutes

For more information on installing and configuring Oracle BI Applications, refer to the Oracle BI Applications Installation and Configuration Guide located on the DVD in the BI_Apps_795_Docs folder

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Presentation & Lab Exercise:

Data Warehouse Administration Console (DAC) Overview

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Data Warehouse Administration Console (DAC)

Overview
DAC complements the Informatica ETL platform

Subject areas and execution plans Load balancing / parallel loading Ability to restart at any point of failure Phase-based analysis tools for isolating ETL bottlenecks

Three parts to DAC

DAC client - interface for management and configuration, administration and monitoring of data warehouse processes. DAC server executes commands from the DAC client, manages data warehouse processes including loading of the ETL and scheduling execution plans. DAC Repository - Stores the metadata (semantics of the Oracle Business Analytics Warehouse) that represents the data warehouse processes.

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ETL Process Flow

1. Administrator initiates ETL in DAC client 2. DAC server issues ETL tasks

Informatica-related ETL tasks are issued against Informatica server

3. 4. 5. 6.

Informatica server accesses workflows in Informatica repository Informatica server processes the workflows Data is extracted from the transactional database(s) Data is transformed and then loaded in OBAW
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DAC Objects
Source system containers

Hold repository objects that correspond to a specific source system. EBS, Peoplesoft, Siebel, SAP
Execution plan

A data transformation plan defined on subject areas and is comprised of the following: ordered tasks, indexes, tags, parameters, source system folders, and phases.
Subject area

A logical grouping of tables related to a particular subject or application context

Task

A unit of work for loading one or more tables. A task comprises the following: source and target tables, phase, execution type, truncate properties, and commands for full or incremental loads. When you assemble a subject area, the DAC automatically assigns tasks to it.

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DAC Overview Lab

Lab 1.2 DAC Overview Main Steps

Start services on VM Informatica repository and server DAC server and client Familiarize with DAC layout and features DO NOT close and shutdown at the end of the lab

Duration: 30 minutes
For more information on DAC, refer to the Oracle BI Applications Data Warehouse Administration Console Guide located on the DVD in the BI_Apps_795_Docs folder

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Lab Exercise:
DAC Configuration for Order Management

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DAC Configuration Lab

Lab 1.3 DAC Configuration Main Steps

Configure DAC for the Order Management application Create new Source System Container Create Execution Plan Modify parameters Gotchas Ensure dates are correct Case sensitive, watch for misspellings

Duration: 1.5 hours

For more information on DAC, refer to the Oracle BI Applications Data Warehouse Administration Console Guide located on the DVD in the BI_Apps_795_Docs folder

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Lab Exercise:
DAC Execution for Order Management Extraction & Load

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DAC Execution Lab

Lab 1.4 DAC Execution (OM) Main Steps

Run Execution Plan from previous lab Monitor progress

Error procedure
Allow run to complete even if you see a failed task Check parameters in previous lab for incorrect dates and misspellings If dates were wrong or errors persist, truncate data warehouse tables and redo previous lab before re-running Execution Plan See step 2 in Post Workshop Lab: VM Image Reset and Environment Migration

Duration: 2.5 hours

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Presentation:
Oracle Business Analytics Warehouse (OBAW) Overview

87

BI Application Data Model Features

Dimensional Modeling Model designed for Analytics and Reporting Maintain Aggregation Store summary data for better performance Universal Data Warehouse and Staging Multiple Source Data Source Num and Warehouse Code Standardization Transaction data stored in most granular fashion History Tracking Slowly Changing Dimension support

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BI Application Data Model Features

Dimension Hierarchy tables Flatten Tree Hierarchies from OLTP Enforce Conforming Dimension Tables Multiple Currency Support Multiple Calendar Support Implemented and optimized for Oracle, SQL Server, DB2, Teradata

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Star Schema
Is a denormalized format that is more effective for query processing Is populated by ETL processes Is composed of
One fact table A set of dimension tables The joins that relate the dimension tables to the fact table

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Selected Star Schemas in OBAW

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Fact Tables

Are central tables in star schema Typically contain numeric measurements It has multiple joins to the dimension tables surrounding it Transaction data stored in most granular fashion Are identified with suffix _F

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Dimension Tables

A surrogate key (ROW_WID) for each dimension table is generated during the ETL process. ROW_WID is a numeric column, which is used to join to fact tables In some cases, the ROW_WID is shared between the dimension and dimension hierarchy tables In every dimension table, the ROW_WID value of zero is reserved for unspecified Are identified with the suffix _D

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Aggregate Tables

Detail level facts are

Base Fact Table DayTime_ID Store_ID Customer_ID Sales_$

summarized Can dramatically improve query performance Identified with the suffix _A Use Rolled-up Dimensions
Dimensions created from base dimension tables Examples:
W_GEO_D

5 Million Rows

Aggregated Table Month_ID Region_ID Customer_Category_ID Sales_$

100,000 Rows

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Aggregate Tables
OBAW contains pre-built

aggregate tables

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Staging Tables
Normally populate with the incremental data from transactional

database Always truncate after each load Are loaded by the extract (SDE) process
A single table may be populated by one or more SDE processes during a ETL run
Are the source tables for load (SIL) process The staging table in BI Apps is independent of source data and

closely resembles the structure of the data warehouse tables Universal adapters are available to load the staging tables Are identified with the suffix _DS, _FS, _DHS

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Slowly Changing Dimension

Problem Definition

The attributes of a dimension may change overtime, but changes are not frequent. For example, the marital status of your employees or customers. Here are the industry standard ways to handle this problem:
Type 1: Overwrite the dimension record with the latest values, therefore losing history Type 2: Create a new dimension record for the new values Type 3: Create a new field in the dimension table to hold both the current and the previous values

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Slowly Changing Dimension Support

Slowly changing dimension Type II can be enabled/disabled at a per dimension basis using the parameter $$TYPE2_FLG Every new record in the dimension will have the surrogate key generated in the data warehouse The fact table join to the specific dimension record that is effective at the time of the transaction Out of the box, certain dimensions are enabled for slowly changing Only a small set of columns are considered historically significant. Customization is required to add or remove columns

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Conforming Dimensions
A dimension is used to describe the measures in the fact table. A conformed dimension is a dimension that can be used to describe multiple facts table and the dimension has exactly the same meaning and context when being referred from different fact tables For example, a customer dimension may be used with the sales fact as well as with the service fact. Conforming dimensions is a way to enable drill across information

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Conforming Dimensions
Fact tables share the same dimension tables Conforming across CRM & ERP Conforming across Multiple Sources Ensure Cross Fact Analysis

Dimension

Fact

Dimension

Dimension

Fact

Dimension

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Conformed Dimensions

Time Dimensions Customer Dimensions Product Dimensions Supplier Dimensions Internal Organization Dimensions Employee Dimensions Business Location Dimensions Accounts Dimensions
GL Account Cost Center Profit Center

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Time Dimensions
DIMENSION
Date

PHYSICAL TABLES
W_DAY_D, W_MONTH_D,

DESCRIPTION
Store the date and Gregorian

W_QTR_D, W_YEAR_D

calendar hierarchy information

Store the fiscal calendar

W_FSCL_WEEK_D, Fiscal

W_FSCL_MONTH_D, W_FSCL_QTR_D, W_FSCL_YEAR_D

hierarchy information These dimension tables are mainly used in Financial subject area Aggregate facts against these tables
Store the time interval at the

Hour of the Day

W_HOUR_OF_DAY_D

granularity of seconds
Store the hours of a day One record per hour Marketing Period Not a conformed dimension

Time of the Day

W_TIME_OF_DAY_D

Period

W_PERIOD_D,

W_PERIOD_DH

today

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Account Dimensions

DIMENSION

PHYSICAL TABLES

DESCRIPTION
Stores information of all

GL Account

W_GL_ACCOUNT_D

General Ledger accounts and account hierarchy such as GL Account Number, Name, Account Group etc.
Stores profit center

Profit Center

W_PROFIT_CENTER_D W_IERARCHY_DH W_COST_CENTER_D W_HIERARCHY_DH

information such as Number, Name and Hierarchy etc.

Stores cost center information

Cost Center

such as Number, Name and Hierarchy etc

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Multiple Currency Support

Data model stores multiple currencies in each fact

Document Currency - Actual Transaction Currency Local Currency - Local Country / Region Currency Global Currency - Corporate Reporting Currency

Support for different exchange rate types through ETL configuration

Corporate User

Global currency code and rate types are configured in DAC under the source system parameters tab Currency conversions are done as part of ETL

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Multiple Calendar Support

Supports Gregorian and Fiscal hierarchies out of the box Configuration to support multiple fiscal hierarchies depending on user profile
Requires Initialization block to read user profile Dynamically use the appropriate calendar table

For Example, Siebel OnDemand implementation supports twelve fiscal calendars

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Multi-Source Load

INTEGRATION_ID: Stores the primary key or the unique identifier of the record from the OLTP
The transaction sources may use the same ID for identifying different objects which may share the same target table

DATASOURCE_NUM_ID: Source the data source from which the data is extracted.
All warehouse tables have the DATASOURCE_NUM_ID as part of the unique user key OOTB, it is used in resolving the FK from fact to dimension The value is predefined in DAC for each physical data source However, it is possible to have multiple instances of the same OLTP source system. A different data source number can be assigned for each OLTP instance.

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Incremental Extraction and Load

A variety of strategies used to optimize incremental extracts and loads Overall Philosophy Extract incrementally if possible, else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons Oracle Use a date window and last update date for extraction Also use dates/record images to control updates on target SAP Use a date window and last update date for extraction Also use dates/record images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled PeopleSoft Use a date window and last update dates for extraction wherever possible

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OBAW Data Model Reference

https://metalink3.oracle.com/od/faces/secure/km/DocumentDisplay.jspx?id=578880.1

Metalink3 > Knowledge Tab > Business Intelligence category > Data Model Reference > Oracle Business Analytics Warehouse Data Model Reference, Version 7.9.5 (Doc ID 578880.1)
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Presentation:
Oracle BI Applications Order Management Analytics Overview

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Sales Process Scenario for Selling Computers

Lead
There is a person in the world who wants to buy a computer

Oppty
There is a person in the world who wants to buy a computer THAT my company builds

Order
That person calls the company and requests a computer. An order is placed as shown below. This is the Order Date. Booking

Booking
Company reviews the order for correctness and asks the factory to fulfill the order. That moment is the Book Date and the order is considered unscheduled backlog.
Booked Discounted Amount

Unsched Backlog
The factory needs to build/assemble/ find this computer.

Order #
Computer Speakers Monitor Total Discount Total Order Amount

abc123
$ $ $ $ 600 100 300 1,000 10% $ 900

Booked List Amount

Unscheduled Backlog
Unscheduled Backlog Amount Computer $ $ $ 540 90 270

Computer

600

540 Speakers Monitor

Speakers

100

90

Monitor

300

270 Order #abc123 $ 900

Order #abc123

1,000

900

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Sales Process Scenario Selling Computers

continued
Sched. Item
The factory schedules the build /assembly of the computer to be completed on a specific date. This date is the Promised Date.

Picked Item
The factory completes the computer and it is picked from the warehouse and shipped. This date is the Pick Date. An On-time pick is one where Pick Date = Promised (Plan Pick) Date.* Picking
Total Picked Amount Computer Speakers Monitor Order #abc123 90 $ $ $ $

Invoice Item
The customer receives the computer and the bill or invoice for the amount of the computer. The date the invoice is sent to customer is Invoice Date.

Account Receiv.
The company is now awaiting payment from the customer for the computer (receivable.) The # days b/w the Invoice Date and Payment Date = Days Sales Outstanding (DSO)

Cash
The company receives payment for the computer. The date the company receives payment is the Payment Date.

Scheduled Backlog
Scheduled Backlog Amount Computer Speakers Monitor Order #abc123 $ $ $ $ 540

Invoice
Invoice List Amount Computer Speakers Monitor Order #abc123 $ $ $ $ 600 100 300 1,000 Net Invoiced Amount $ $ $ $ 540 90 270 900

Account Receivable
Closing Group Amount Customer A $ 900

540 90 270 900

270 900

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Order to Cash: Business Problems

Data for entire Sales Process (Lead to
Cash) is kept in multiple systems, which makes it either too difficult or impossible to analyze all the data together
Order received Order built Order invoiced

Lack of integrated view of Sales Orders

demand, Inventory availability and account receivables status

Order verified for accuracy

Order picked

Invoice paid Or not

Disparate information systems make

aggregated view difficult

Lack of single version of truth Which

version is the right one?

Finance accepts it Or not

Order shipped

Rapidly developing product lines with

high opportunity to up-sell / cross-sell but inability to get the sales force to effectively cross or up-sell
Order scheduled Customer accepts the order Or not

Inability to accurately forecast No early warning systems to detect

business deviations

The more quickly and accurately an organization executes this process, the more efficiently it runs.

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Oracle BI Applications
Multi-Source Analytics with Single Architecture
Auto Comms & Media Complex Consumer Sector Mfg Energy Financial Services High Tech Insurance Life & Health Sciences Public Sector Travel & Trans

Sales
Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion

Service & Contact Center

Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends

Marketing
Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI

Order Management & Fulfillment

Order Linearity
Orders vs. Available Inventory

Supply Chain
Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis

Financials
A/R & A/P Analysis

Human Resources
Employee Productivity

GL / Balance Compensation Sheet Analysis Analysis

Customer & Product Profitability

Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables

HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital

P&L Analysis Expense Management Cash Flow Analysis

Prebuilt adapters:

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

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Oracle Order Management and Fulfillment Analytics

Pre-built warehouse with 20 star-schemas 1 designed for analysis and reporting on sales, fulfillment and receivables data.
3 Pre-mapped metadata, including embedded

best practice calculations and metrics for the sales organization. Presentation Layer 16 Subject Areas Logical Business Model 20 Fact and 50 Dimension Tables

2 Pre-built ETL to extract data from operational

4 A best practice library of pre-built

tables and load it into the DW, sourced from EBS, Siebel and SAP and other legacy sources.
Business Analytics Warehouse ETL & Business Adapters

intelligence dashboards, reports and alerts for sales representatives, analysts, managers and executives

CRM Financial

HR

OM

Operational Systems

Legacy Legacy POS Inventory OM 115

Other Supply Chain Systems

Oracle Order Management & Fulfillment Analytics

Sales Order Lines
Sales Order Sales Order Details Details Employee Employee Cust. Location Cust. Location
Sold to / Ship to / Sold to / Ship to / Bill to Bill to

Sales Channel Sales Channel

Customers Customers

Sales Order Lines

Products Products Mfg / Sales /

Mfg / Sales / Supplier Supplier

Example Metrics # of Cancelled Order Lines # of Customers # of First Customers # of Order Lines # of Orders # of Products # of Returned Order Lines % Order Discount Average # of Products per

Sales Orgs Sales Orgs

Plant / Mfg Ship / Storage Ship / Storage

Locations Locations Plant / Mfg

Payment ETL Payment Terms Terms Features

EAI

Date Date

Order Average Order Size Cancelled Amt / Qty Orders to Booking Close Rate Outstanding Booking Amt / Qty Total Ordered Amt / Qty Total Return Amt / Qty

Includes 27 logical dimensions and 33 out of the box metrics Provides ability to do detailed analysis of sales order lines Data stored at transaction grain and at line level
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Value of Oracle Order Management and Fulfillment Analytics

Provide single, reliable version of the truth that enables monitoring of

entire business process from Order to Cash Offer the ability to accelerate the Order Management cycle and Revenue Recognition through more effective order management, fulfillment and receivables management Eliminate Order Management bottlenecks and increase on-time delivery, and customer satisfaction by getting insight on problem areas in inventory and credit collection Expedite sales cycles by providing the ability to do detailed operational and financial backlog analysis Improve order capture, fulfillment and receivables closure process by providing every individual with relevant, complete, contextual information that is tailored specifically to their role

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Oracle Order Management and Fulfillment Analytics

Complete solution for gaining insight into the Order to Cash process
Order Management Analytics
Foundation application module that provides insight into critical Order Management business processes and key information, including Orders, Invoices, Sales Effectiveness and Customer Reports.

Order Fulfillment Analytics

Provides complete analysis of every step in the back-office Sales Cycle from Order to Cash, enabling companies to respond more quickly to unfulfilled orders, outstanding receivables and resolve them before they become critical.

add Oracle Sales Analytics for complete Contact to Cash

Oracle Sales Analytics
Analyze pipeline opportunities and forecasts to determine actions required to meet sales targets. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. Understand which competitors are faced most often and how to win against them.

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Analytic Workflows Order Management Analytics

Business Objectives / Issues
Manage Order Management performance

Is Order Fulfillment on target?

Is Sales Cycle Time on target?

Is Cumulative Invoice Revenue Trending up?

Is Cumulative Order Revenue Trending up?

Business Function:
Gain Insights
How much order revenue is in highest fulfillment lag? What is the trend of Average Order Size?

Order Management Role:

Director, Sales Operations
Objectives:

Which products have the highest fulfillment lag?

What is the trend of Order Revenue by Channel and Customer Category

Drill to Current Backlog and Inventory by Product

Optimize Order Fulfillment Reduce Sales Cycle Time

How much are my Top Customers ordering?

Take Action

Create more Inventory of Products in demand

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Analytic Workflows Order Management Analytics

Business Objectives / Issues
Manage Order Management performance Is Order Fulfillment on target? Is Cumulative Invoice Revenue Trending up?

ail o Det Drill t

Gain Insights

How much order revenue is in highest fulfillment lag?

Which products have the highest fulfillment lag? Drill to Current Backlog and Inventory by Product

Take Action

Create more Inventory of Products in demand

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Oracle Order Management Analytics

Sample Order Management Analytics Metrics
Order Management Metrics # of Orders Total Ordered Amount Total Invoiced Amount Cancelled Amount Total Return Amount Order To Ship Days Lag Ship To Invoice Days Lag Order To Invoice Days Lag # of New Customers # of Lost Customers # of Active Customers Quarter Ago Total Ordered Amount Company Average Order Size Company % Order Discount Order Fulfillment Metrics Outstanding Booking Quantity Outstanding Booking Amount Number of Outstanding Bookings Financial Backlog Amount Operational Backlog Amount Hold Volume Rate Available Inventory Blocked Inventory Total Open RMA Value Total AR Due and Overdue Amount Credit Limit Used % AR Overdue Items To Total % Average Order Size Orders To Booking Close Rate

Sample Pre-Built Dashboards

VP Sales
Revenue Forecast Backlog Sales Cycle

OM Manager
Effectiveness Fulfillment Backlog Exception

Receivables Manager
A/R Revenue Forecast Overview

Sales Rep
Customer Sales Cycle Fulfillment Effectiveness

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