You are on page 1of 34

Reporting Roadmap for Oracle EBS Customers

Susan Behn

Agenda
Reporting Goals/Oracles Strategy Operational Reporting Options Traditional Options
Oracle Reports Other Options

XML Publisher/BI Publisher Discoverer 10g Management Reporting/KPIs Oracle Daily Business Intelligence Oracle Business Intelligence Enterprise Edition Plus (OBIEE) Oracle Business Intelligence Standard Edition OBISE-1 Hyperion

Hyperion Performance Management


Summary
2
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Business Intelligence & Reporting


Reporting Goals Higher expectations today Combined data from multiple, diverse data sources Many R12 Re-implementations result in need for historical data New transactions in upgraded format Old transactions in old table formats Legacy system data/Best of breed system data
Peoplesoft HR

Data from multiple instances How has consolidated reporting historically been accomplished in many organizations? Excel!!!
How inefficient and error prone is that?
3
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Business Intelligence & Reporting


The right tools to meet diverse needs Operational/Transactional reporting
Listings Reports to run the business MRP, Inventory, Cash flow Ad Hoc Queries

Customer facing reporting


Purchase orders, invoices

Business Unit reporting


Analytics, Executive Reports, Financial Reports, KPIs, Dashboards

Management reporting
Summarized data across business units and instances, KPIs, Dashboards

SEC Requirements for XBRL reporting starting 4/13/09


4
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Where does reporting fit in?


Oracles BI/Enterprise Performance Management Strategy
BI/EPM NEEDS Business Planning Financial Consolidation Strategy Management Profitability Management OLAP Enterprise Reporting Dashboards BI Platform
5
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

TOOL of CHOICE Hyperion Hyperion Hyperion Hyperion Hyperion and Oracle Oracle Tools Oracle Tools Oracle Tools

Operational Reporting Options Oracle Reports


Oracle Reports R12 uses 10g version Technically, reports should upgrade easily from 6i by recompiling code Table changes will require modifications Ideal for static operational/transactional reports Very Robust Provides source data for XML/BI
Customer facing documents

Limitations Requires developer to modify


6
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Other Operational Reporting Options


GL Wand Oracle Based GL Reporting Tool

R11i or R12 Financial Report Tool that is an easy transition for Exel users
Similar to ADI but reporting is through Excel rather than FSG and connection/refresh is reported to be faster Drill down to subledger available www.excel4apps.com
7
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Operational Reporting Options BI/XML Publisher


BI/XML Publisher Replace pre-printed forms and customer facing documents with advanced formatting
Formatted data in XML, RTF, Excel, PDF, XSL-FO etc

Integrated with OBIEE


Also Source data from Oracle Reports, PL/SQL, etc

Deliver via email, fax, portal, printer Integration with Discoverer 10g Existing content in E-Business See newest presentation at Collaborate 09
BI Publisher Quick Start Guide Naren Thota
8
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Operational Reporting Options Discoverer10g


Ad hoc query tool based on Oracles standard EUL (abstraction layer) for Oracle EBS
Populate EUL with BIS views

Secured by Application Responsibilities and Users, SSO and OID integration Create custom EULs for non-Oracle EBS databases

Limited Dashboards via Discoverer Portlets

9
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Operational Reporting Options Discoverer10g


Lifetime support policy applies No forced migration

Integrated with BI Publisher


As a one off patch in 2007 Included in Discoverer 10.1.2.3 in March 2008 Requires BI Publisher 10.1.3.3.0

Newest version also called Oracle BI Discoverer Limitations


No Business Intelligence/Analytics capability

10
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Operational Reporting Options Discoverer11g


Discoverer 11g hopefully out by Q3 Use Discoverer with OBIEE
Integration of OBIEE with Discoverer11g Discoverer analysis in BI Dashboards Use BI EE Delivers for alerting and Distribution Migrate Discoverer to OBIEE
Metadata migration utility Migration methodology provided

11
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Oracle Daily Business Intelligence


Pre-packaged KPIs and Dashboards for Financials, Procurement, Supply Chain, HR etc. Available with 11i (11.5.8+) and Release12 Limitations Applicable to only Oracle EBS Future Product has been put on Maintenance mode OBIEE+ Suite with BI Packaged Applications is the forward looking solution

12
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Oracle Business Intelligence Enterprise Edition Plus (OBIEE)


Integrated with BI Publisher for reporting Tool Components
Interactive Dashboards
Easy to build to display KPIs or reports

Oracle Answers Ad hoc-query and analysis tool Oracle Delivers Alert Engine Triggers Workflows Plug in for Microsoft Office Oracle Disconnected Analytics
Off line analytical functionality and ad hoc analysis Intelligent synchronization occurs when connected

Need metadata view for these tools


13
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBIEE Metadata Layer


Components to Build a Unified View
Oracle Warehouse Builder Oracle Business Intelligence Server
Common Enterprise Information Model
OBIEE can integrate data from Oracle E-Business and many other data sources for an unified metadata view Generate queries for each data source and aggregate Present result is a web browser via dashboards and reports

Third party query and reporting tools can also access metadata layer
14
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBIEE and ESSBASE


Essbase replaces Oracle Financial Analyzer (OFA)
What-if analysis Scenario modeling Predictive analytics User analysis Drill down

Essbase can be a source to populate the metadata layer The metadata layer can also be used to populate ESSBASE OBIEE 11g
Autogenerate cubes for Essbase
15
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Supported Data Sources


Oracle Database Oracle E-Business Suite Oracles PeopleSoft EPM Oracles Siebel CRM Oracle Essbase SAP NetWeaver BI Oracle Database OLAP option Microsoft Analysis Services
16
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Oracle Hyperion Planning Oracle Hyperion Financial Management IBM DB/2 Database Teradata Warehouse Microsoft SQL Server Microsoft Excel Flat Files ODBC sources XML

OBIEE Reporting Components


Hyperion Interactive Reporting
Connects to any of the data sources in any format on any platform
Pulls data directly from relational sources without pulling into the metadata layer using the Business Intelligence Server

Create charts, pivot data and reports

Hyperion SQR Production Reporting


High volume, presentation quality reporting Pull data from all types of sources including other BI Apps and other sources
Relational, multidimensional, and legacy databases
17
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBIEE Reporting Components


Hyperion Web Analysis
OLAP ad hoc analysis, presentation, and repo

Hyperion Financial Reporting


Replaces FSG reports Highly formatted, book quality financial reports Compliant with accounting regulations Compliant with external requirements Schedule reports or generate immediately Schedule alerts when reports complete Publish in books, Microsoft office, pdf or html formats Supports Essbase Drills down only to the General Ledger XBRL Manager - provides XBRL output for SEC reporting
18
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Pictorial View of OBIEE Components

19
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBIEE Content
BI Applications Content Available Today

Pre-packaged star-schema content, mappings, extracts, dashboards, metrics, reports and alerts for EBS
Can be customized to extract from other sytems Incomplete content
Requires setup for DFFs, KFFs, Hierarchies
20 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names 20
herein are trademark, registered trademarks or service marks of their respective owners.

Other Options for OBIEE Content


Teradata DecisionExperts (formerly DecisionPoint Software) Pre-packaged Star-schemas for Oracle E-Business Comprehensive solution, full automatic support for KFFs and DFFs Quicker to implement, easier to support for Oracle developers and DBAs OBIEE Answers and Dashboards are good reporting interface options for the DecisionExperts Warehouse
Do not have to use Teradata as the front end
21
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Other Options for OBIEE Content


Noetix Views
Simplified views for Oracle EBS Oracle Discoverer is predominantly used with Noetix views Tightly integrated with BI Publisher Automatically picks up Key and Descriptive Flexfields

Noetix integrated with OBIEE Plus


Metadata repository layer exists based on Noetix Views OBIEE Generators - Noetix and Oracle created a public API to automatically refresh OBIEE repository with changes in APPS

22
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBIEE
Security Supports setting up of Data Security using Oracle EBS Roles/Responsibilities Component of OAS10gR3, supports OID, SSO configuration, LDAP authentication etc. Challenges Companies/Resources with the right mix of skills Organizations now need to acquire a new skillset in Informatica ETL
Informatica will eventually be replaced by Oracle Data Integrator (several years out)
23
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

OBISE-1
Scaled down version of OBIEE
For small and medium sized businesses

Features
Oracle Answers Ad hoc-query tool Interactive Dashboards Connects to any of the data sources in any format on any platform
Excel, XML, OLTP, Data Marts, Oracle, Oracle EBS, Siebel, Etc

Oracle Warehouse Builder - OBIEE can integrate data from Oracle E-Business and Legacy systems for an unified view BI Publisher presentation format for reporting
24
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Beyond Reporting Oracle Performance Management

25
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Current Performance Management Products


Strategic Planning
Oracle Balanced Scorecard

Planning and Budgeting


Oracle Financial Analyzer Oracle Enterprise Planning & Budgeting Hyperion Pillar

Financial Close Management


Hyperion Enterprise Oracle Financial Consol. Hub

Cost and Profitability Management


Oracle EBS Activity Based Management Hyperion Business Modeling
26
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Oracle Recommendations

27
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

HPM Strategic Roadmap


Hyperion Performance Management Products
Integrates
Master Data Business Rules Metrics/KPIs Targets, Plans, Actuals

28
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

HPM Strategic Roadmap


Hyperion Performance Management Products
Strategic Planning
Hyperion Performance Scorecard
Translate strategies to objectives and assign owners Communication Goals Monitors KPIs to analyze performance against targets

Hyperion Strategic Finance


Funding Debt Scheduler What-if Analysis

Oracle Crystal Ball


Simulation tool
29
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

HPM Strategic Roadmap


Hyperion Performance Management Products
Planning and Budgeting
Hyperion Planning
Utilizes Essbase Workflow and process management Powerful data integration

Hyperion Workforce Planning


Headcount, salary, compensation planning Pulls actuals from HR Create calculations for test scenarios and what-if analysis

Hyperion Capital Asset Planning


Asset and depreciation planning What-if analysis

Oracle Integrated Operational Planning


Inventory modeling, call center planning and more
30
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

HPM Strategic Roadmap


Hyperion Performance Management Products
Financial Close Process
Hyperion Financial Management Hyperion Financial Data Quality Management

Cost and Profitability Management


Oracle Hyperion Profitability and Cost Management Oracle EBS Profitability Management Oracle OFSA

31
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Oracle Future Recommendations

32
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

ion ol ut f our eS o th sale o dt nate om the do 000 ation fr 31, er $ Found O v on Order Your Copy Today! c Bea s! k www.solutionbeacon.com bo o

Got Oracle? Get the Books!

Installing, Upgrading and Maintaining Oracle E-Business Suite Applications 11.5.10.2+

The Release 12 Primer Shining a Light on the Release 12 World

The ABCs of Workflow for Oracle E-Business Suite Release 11i and Release 12
33
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

Questions and Answers

Thank you!

Susan Behn sbehn@solutionbeacon.com

www.solutionbeacon.com Real Solutions for the Real World


34
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.