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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

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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

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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 4 .

Workshop Site Information 5 .

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? 6 .

and cost effective POCs.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. centers of excellence. 7 . Can effectively scale the delivery of our products through repeatable integrated solutions.

g. Integration. • Industry specific exploitations of platform BI Factory • POC Sandbox • OBI EE+ Demonstration • Early Adoption Engagements to Insure Success 8 .Programmatic Investment for Partnership Success OBI EE+ Enablement • Webinars • Hands-on Workshops • Center’s of Excellence Consulting Services Successful • Architecture • Design • Build to self sufficiency OBI EE+ Engagements Repeatable Incremental Solutions • Baseline Platform Reference – e. LOB. etc.

Deployment Best Practices STATUS AVAILABLE Essbase Advanced 2 Days AVAILABLE OBI EE+ Advanced 2. Metadata Mappings. Solution Puzzlers BI Applications. Hands-on Labs.5 Days DESCRIPTION Introductory Hands-On Technical Workshop Advanced Essbase Technical Workshop Architecture. Architecture. ETL.PTS OBI Workshops Available / Planned SI Partner Technical Training WORKSHOP NAME OBI EE+ & Essbase DURATION 1.5 Days AVAILABLE OBI Applications 2 Days AVAILABLE 9 .

<Insert Picture Here> Presentation & Lab Exercise: Lab Environment 10 .

rar – BIApps_Student_VM.part01.rar – BIApps_Student_VM.Setting up Lab Environment • Pre-requisites • 2 GB Memory • 22 GB Free HDD space • VMware installed (Player.1 Lab Environment and Installations – Main Steps • Copy Virtual Machine (VM) files to hard drive: – BIApps_Student_VM.part02.exe • Open VM in VMware Player.5 Hours 11 .part01.part04. Server or Workstation) • Lab 0.exe – BIApps_Student_VM.rar • Uncompress VM: run BIApps_Student_VM.part03. Server or Workstation • Login to VM: oracle/oracle • Duration: 1.

1.3 Oracle BI Applications 7.1.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 10.3.1 SP4 • 12 .3.9.5 Informatica PowerCenter 8.

• This is to minimize strain on the virtual memory allocation vice the actual physical memory of the Host OS • 13 .Lab Environment Features All services except for the 10g Database require manual start and stopping.

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. 17 .

<Insert Picture Here> Presentation: Oracle BI Applications Overview 18 .

7 probability)” Source: “Business Intelligence Scenario: Pervasive BI.What Gartner is Saying “Through 2009 there will be a swing toward buying pre-packaged analytic applications… (0.” Gartner Symposium ITxpo 2006 19 .

IDC 20 .Gartner #1 in DW Tools .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…” .

Transfer and Load Data 21 .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.

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 22 .

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. Security. dashboards. ACD. reports • Based on industry and analytic best practices Packaged ETL Maps Universal Adapters IVR. CTI Hyperion MS Excel Other Data Sources 23 . Drill Paths.

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 24 .

and other sources.Pre-Built. 200+ Reports and alerts for CFO. sourced from Oracle EBS. Pre-Mapped. PeopleSoft Enterprise. Executives & other Business Users. • • • Presentation Layer Logical Business Model Physical Sources 2 Pre-built ETL to extract data from hundreds of operational tables and load it into the DW. Intelligent Dashboards. Pre-Packaged Insights Example: Financial Analytics 1 Pre-built warehouse with more than 16 star-schemas designed for analysis and reporting on Financial Analytics 3 Pre-mapped metadata. Finance Controller. AR/AP Managers and Executives 25 . including embedded best practice calculations and metrics for Financial. SAP R/3. 4 A “best practice” library of over 360 pre-built metrics. Financial Analyst.

Siebel. others 26 .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. SAP. PeopleSoft. easy to adapt Role-based dashboards and thousands of pre-defined metrics Prebuilt DW design. adapts to your EDW Prebuilt Business Adapters for Oracle. Merrill Lynch. Oracle Analysis Easy to use.

Rapid Deployments Oracle BI Applications 6 weeks 6 weeks 9 weeks 10 weeks 12 weeks 3 months 3½ months 100 days 27 .

1* • Enhanced security options • PeopleSoft data security (enhanced) • Oracle EBS data security (enhanced) • Full localization • Translation to 28 languages 28 . 11i10 and R12 Support for PSFT 8.9* and 9.8.0* Support DB2 V8 on z/OS as both source and target database Support Teradata V2R6 as target database • Support for Informatica 8.5 Now Available* • • • • Unified multi-source data model Enhanced user experience Data Warehouse Administration Console Expanded deployment options • • • • • Support for Siebel CRM 6.x.0. 7.x 7. 8.5.9.1* Support for Oracle EBS 11i8.x. 7.4 (Financials only). 11i9. 7.x. 8. 8.Oracle BI Apps 7.7.8.9.x and 8.x.

3 Certify PSFT Financials 8.1 Informatica 8.9. or functionality.9. code.8 and PSFT HR 8.9. and timing of any features or functionality described remains at the sole discretion of Oracle" 29 . release.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.9&9.9.0 adapter Oracle BI Applications 7.9 Unified enterprise data model Enhanced DAC Leverages OBI EE 10gR3 Translation to 15 languages Oracle BI Applications 7. The development.1 Certify SEBL 8.Oracle BI Apps Roadmap Oracle BI Applications 7.2 Profitability Analytics for OFSA Oracle BI Applications 7.9.4 / 8.8 FSPA Enhancements Oracle BI Applications 7.0 / SEBL 8.5 Certify PSFT 8.1 support Oracle BI Applications 7.4 Certify Oracle EBS R12 Oracle BI Applications 7.

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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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 33 . 11i9. 11i10.Oracle BI Applications for Oracle eBusiness Suite Certified for 11i8.

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 34 . 11i10. 11i9.Oracle BI Applications for Oracle eBusiness Suite Certified for 11i8.

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 35 .

4 (Financials only).8 PeopleSoft Enterprise module Financials (GL. 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 36 . 8.Oracle BI Applications for PeopleSoft Enterprise Certified for 8. Payables.

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.Oracle BI Applications for SAP R/3 Applications Certified for 4.8.4 37 .

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 4.8.4 38 .Oracle BI Applications for SAP R/3 Applications Certified for 4.6c is with the Oracle BI Applications version 7.

x.3.x. 8. 7. Siebel Service. 7. 7.0.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.8.Oracle BI Applications for Siebel CRM Applications Certified for 6. 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 39 .x.5.7.

x. 7.7.0.x. 7. 8.8.5.x.3. 7.Oracle BI Applications for Siebel CRM Applications Certified for 6.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 40 .

including CRM.Oracle BI Applications with Universal Adapters Oracle BI Application All BI Applications now have Universal Adapter support. which was previously unsupported 41 .

Architecture 42 .

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 43 Federated Data Sources DAC .Oracle BI Applications Architecture Oracle BI Presentation Services Dashboards by Role Reports.

ACD Staging Area Extraction Process ETL Oracle SAP R/3 Siebel PSFT EDW Other 44 Federated Data Sources DAC . and SAP applications • Universal Adapters to support other source systems • JD Edwards • Legacy • IVR. CTI.General Packaging & Integration Points • Analytic applications support multiple Dashboards by Role Reports. PeopleSoft. 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. Siebel.

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 45 .

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. 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.ETL Overview • Three approaches to accessing / loading Dashboards by Role Reports. Execution and Monitoring Oracle SAP R/3 Siebel PSFT EDW Other 46 Federated Data Sources . 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.

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 47 SQL Power Connect Power Connect Extract Source Dependent Extract Load .

Example of ETL Adapter…Contd. 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 48 .

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 49 SQL Power Connect Power Connect Extract Source Dependent Extract Load .

Source Independent Load (SIL) mapping for Purchase Order Lines Fact • Common for all sources (Oracle EBS. 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 50 . PeopleSoft.Example of ETL Adapter…Contd.

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 51 .

Physical Data Model Overview Oracle BI Presentation Services Dashboards by Role Reports. Teradata 52 Federated Data Sources . 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.

500+ are derived metrics) (2.200 prebuilt Metrics (2.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 ~5.000 Data Elements ~15.500+ are derived metrics) ~15.000 Data Elements Financials Financials Finance Finance Public Sector Public Sector 53 .200 prebuilt Metrics ~5.

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. Siebel CRM 54 Federated Data Sources . PeopleSoft.

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 .

Siebel CRM Oracle SAP R/3 Siebel PSFT EDW Other 59 Federated Data Sources DAC . 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.Web Catalog Overview Oracle BI Presentation Services Dashboards by Role Reports. PeopleSoft.

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 60 .

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 61 .

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 62 .

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 63 .

and PeopleSoft Enterprise 64 . Siebel CRM.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.

Deployment Options Standalone Dashboards • Portal integration via JSR-168/WSRP • Embedded Directly in Oracle EBS • 65 .

66 .

67 .

68 .

69 .

Oracle BI Applications Process Flow 70 .

71 .

<Insert Picture Here> Lab Exercise: Installation and Configuration (Viewlet) 72 .

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 73 .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.

74 .

<Insert Picture Here> Presentation & Lab Exercise: Data Warehouse Administration Console (DAC) Overview 75 .

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

DAC server issues ETL tasks • Informatica-related ETL tasks are issued against Informatica server 3. 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 77 .ETL Process Flow 1. 5. 6. Administrator initiates ETL in DAC client 2. 4.

the DAC automatically assigns tasks to it. A task comprises the following: source and target tables. SAP • Execution plan • A data transformation plan defined on subject areas and is comprised of the following: ordered tasks. and phases. truncate properties. and commands for full or incremental loads. • 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. tags. indexes. source system folders. • EBS. phase. parameters. Siebel. execution type.DAC Objects • Source system containers • Hold repository objects that correspond to a specific source system. 78 . Peoplesoft. When you assemble a subject area.

refer to the Oracle BI Applications Data Warehouse Administration Console Guide located on the DVD in the BI_Apps_795_Docs folder 79 .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.DAC Overview Lab • • Lab 1.

80 .

<Insert Picture Here> Lab Exercise: DAC Configuration for Order Management 81 .

watch for misspellings • • Duration: 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. refer to the Oracle BI Applications Data Warehouse Administration Console Guide located on the DVD in the BI_Apps_795_Docs folder 82 .DAC Configuration Lab • • Lab 1.5 hours For more information on DAC.

83 .

<Insert Picture Here> Lab Exercise: DAC Execution for Order Management – Extraction & Load 84 .

5 hours 85 .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.DAC Execution Lab • • • • • • Lab 1.

86 .

<Insert Picture Here> 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 88 .

DB2.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. Teradata 89 .

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 90 .

Selected Star Schemas in OBAW 91 .

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 92 .

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.Dimension Tables • • • • • A surrogate key (ROW_WID) for each dimension table is generated during the ETL process. the ROW_WID value of zero is reserved for unspecified Are identified with the suffix _D 93 . ROW_WID is a numeric column.

000 Rows 94 .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.

Aggregate Tables • OBAW contains pre-built aggregate tables 95 .

_DHS 96 .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.

Slowly Changing Dimension Problem Definition • The attributes of a dimension may change overtime. For example. but changes are not frequent. the marital status of your employees or customers. 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 97 . • Here are the industry standard ways to handle this problem: • Type 1: Overwrite the dimension record with the latest values.

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 98 .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.

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 • 99 .Conforming Dimensions A dimension is used to describe the measures in the fact table.

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 100 .

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 101 .

DESCRIPTION • Store the date and Gregorian W_QTR_D. W_MONTH_D.Time Dimensions DIMENSION • Date PHYSICAL TABLES • W_DAY_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_YEAR_D calendar hierarchy information • Store the fiscal calendar • W_FSCL_WEEK_D. W_PERIOD_DH today 102 . • Fiscal W_FSCL_MONTH_D.

Name and Hierarchy etc. • Stores profit center • Profit Center • W_PROFIT_CENTER_D • W_IERARCHY_DH • W_COST_CENTER_D • W_HIERARCHY_DH information such as Number. • Stores cost center information • Cost Center such as Number. Name. Name and Hierarchy etc 103 .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. Account Group etc.

Multiple Currency Support • Data model stores multiple currencies in each fact • Document 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 • 104 .Actual Transaction Currency • Local Currency .Local Country / Region Currency • Global Currency .

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 105 .

it is possible to have multiple instances of the same OLTP source system. • All warehouse tables have the DATASOURCE_NUM_ID as part of the unique user key • OOTB.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. A different data source number can be assigned for each OLTP instance. 106 . it is used in resolving the FK from fact to dimension • The value is predefined in DAC for each physical data source • However.

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 107 .

9.1) 108 .oracle.com/od/faces/secure/km/DocumentDisplay.1 Metalink3 > Knowledge Tab > Business Intelligence category > Data Model Reference > Oracle Business Analytics Warehouse Data Model Reference.5 (Doc ID 578880.OBAW Data Model Reference https://metalink3.jspx?id=578880. Version 7.

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<Insert Picture Here> Presentation: Oracle BI Applications – Order Management Analytics Overview 110 .

000 $ 900 111 . 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. An order is placed as shown below.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.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.

000 Net Invoiced Amount $ $ $ $ 540 90 270 900 Account Receivable Closing Group Amount Customer A $ 900 540 90 270 900 270 900 112 . This date is the Promised Date. The company is now awaiting payment from the customer for the computer (receivable. An On-time pick is one where Pick Date = Promised (Plan Pick) 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. This date is the Pick Date. The date the company receives payment is the Payment Date. The date the invoice is sent to customer is Invoice Date.Sales Process – Scenario Selling Computers continued… Sched. Item The factory schedules the build /assembly of the computer to be completed on a specific date. Picked Item The factory completes the computer and it is picked from the warehouse and shipped. Account Receiv.* 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 # days b/w the Invoice Date and Payment Date = Days Sales Outstanding (DSO) Cash The company receives payment for the computer.

the more efficiently it runs. 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.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. 113 .

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 114 .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.

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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Order Fulfillment Analytics Provides complete analysis of every step in the back-office Sales Cycle from Order to Cash. …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. outstanding receivables and resolve them before they become critical. Understand which competitors are faced most often and how to win against them. 118 . including Orders.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. Invoices. Sales Effectiveness and Customer Reports. Determine which products and customer segments generate the most revenue and how to effectively cross-sell and up-sell. enabling companies to respond more quickly to unfulfilled orders.

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 119 .

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 120 .

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 121 .

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