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Reporting Roadmap for Oracle EBS Customers Susan Behn

Reporting Roadmap for Oracle EBS Customers

Reporting Roadmap for Oracle EBS Customers Susan Behn

Susan Behn

Reporting Roadmap for Oracle EBS Customers Susan Behn
Agenda
Agenda

Reporting Goals/Oracle’s 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

Hyperion • Hyperion Performance Management • Summary 2 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Business Intelligence & Reporting
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?

– Excel!!! • How inefficient and error prone is that? 3 Copyright 2009 Solution Beacon, LLC

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Business Intelligence & Reporting
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

– SEC Requirements for XBRL reporting starting 4/13/09 4 Copyright 2009 Solution Beacon, LLC All Rights

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other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Where does reporting fit in?
Where does reporting fit in?

Oracle’s BI/Enterprise Performance Management Strategy

BI/EPM NEEDS

TOOL of CHOICE

Business Planning

Hyperion

Financial Consolidation

Hyperion

Strategy Management

Hyperion

Profitability Management

Hyperion

OLAP

Hyperion and Oracle

Enterprise Reporting

Oracle Tools

Dashboards

Oracle Tools

BI Platform

Oracle Tools

Dashboards Oracle Tools BI Platform Oracle Tools 5 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Operational Reporting Options Oracle Reports
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

documents – Limitations • Requires developer to modify 6 Copyright 2009 Solution Beacon, LLC All Rights

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other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Other Operational Reporting Options
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

Drill down to subledger available – www.excel4apps.com 7 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Operational Reporting Options BI/XML Publisher
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

09 • BI Publisher Quick Start Guide – Naren Thota 8 Copyright 2009 Solution Beacon, LLC

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Operational Reporting Options Discoverer10g
Operational Reporting Options
Discoverer10g

Ad hoc query tool based on Oracle’s 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

databases • Limited Dashboards via Discoverer Portlets 9 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Operational Reporting Options Discoverer10g
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

– No Business Intelligence/Analytics capability 10 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Operational Reporting Options Discoverer11g
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

migration utility – Migration methodology provided 11 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Oracle Daily Business Intelligence
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

BI Packaged Applications is the forward looking solution 12 Copyright 2009 Solution Beacon, LLC All Rights

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Oracle Business Intelligence Enterprise Edition Plus (OBIEE)
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

when connected • Need metadata view for these tools 13 Copyright 2009 Solution Beacon, LLC All

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OBIEE Metadata Layer
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

query and reporting tools can also access metadata layer 14 Copyright 2009 Solution Beacon, LLC All

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OBIEE and ESSBASE
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

ESSBASE • OBIEE 11g – Autogenerate cubes for Essbase 15 Copyright 2009 Solution Beacon, LLC All

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Supported Data Sources
Supported Data Sources

Oracle Database

Oracle E-Business Suite

Oracle’s PeopleSoft EPM

Oracle’s Siebel CRM

Oracle Essbase

SAP NetWeaver BI

Oracle Database OLAP option

Microsoft Analysis Services

Oracle Hyperion Planning

Oracle Hyperion Financial Management

IBM DB/2 Database

Teradata Warehouse

Microsoft SQL Server

Microsoft Excel

Flat Files

ODBC sources

XML

Microsoft Excel • Flat Files • ODBC sources • XML 16 Copyright 2009 Solution Beacon, LLC

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OBIEE Reporting Components
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

• Relational, multidimensional, and legacy databases 17 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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OBIEE Reporting Components
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

– XBRL Manager - provides XBRL output for SEC reporting 18 Copyright 2009 Solution Beacon, LLC

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Pictorial View of OBIEE Components
Pictorial View of OBIEE Components
Pictorial View of OBIEE Components 19 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other
Pictorial View of OBIEE Components 19 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other

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OBIEE Content
OBIEE Content

BI Applications Content Available Today

OBIEE Content • BI Applications Content Available Today • Pre-packaged star-schema content, mappings, extracts,

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

content • Requires setup for DFFs, KFFs, Hierarchies 20 Copyright 2009 Solution Beacon, LLC All Rights

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Other Options for OBIEE Content
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

Warehouse • Do not have to use Teradata as the front end 21 Copyright 2009 Solution

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Other Options for OBIEE Content
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

automatically refresh OBIEE repository with changes in APPS 22 Copyright 2009 Solution Beacon, LLC All Rights

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OBIEE
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)

be replaced by Oracle Data Integrator (several years out) 23 Copyright 2009 Solution Beacon, LLC All

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OBISE-1
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

view – BI Publisher – presentation format for reporting 24 Copyright 2009 Solution Beacon, LLC All

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Beyond Reporting Oracle Performance Management 25 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any

Beyond Reporting

Oracle Performance Management

Beyond Reporting Oracle Performance Management 25 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other

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Current Performance Management Products
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

Activity Based Management – Hyperion Business Modeling 26 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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Oracle Recommendations
Oracle Recommendations
Oracle Recommendations 27 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names

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HPM Strategic Roadmap
HPM Strategic Roadmap

Hyperion Performance Management Products

Integrates

Master Data

Business Rules

Metrics/KPIs

Targets, Plans, Actuals

Rules • Metrics/KPIs • Targets, Plans, Actuals 28 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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HPM Strategic Roadmap
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

Analysis • Oracle Crystal Ball – Simulation tool 29 Copyright 2009 Solution Beacon, LLC All Rights

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HPM Strategic Roadmap
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

– Inventory modeling, call center planning and more 30 Copyright 2009 Solution Beacon, LLC All Rights

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HPM Strategic Roadmap
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

• Oracle EBS Profitability Management • Oracle OFSA 31 Copyright 2009 Solution Beacon, LLC All Rights

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Oracle Future Recommendations
Oracle Future Recommendations
Oracle Future Recommendations 32 Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product

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Got Oracle? Get the Books! Over $31,000 donated to the Solution OrderOrder YourYour CopyCopy Today!Today!
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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

for Oracle E-Business Suite Release 11 i and Release 12 33 Copyright 2009 Solution Beacon, LLC

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Questions and Answers
Questions and Answers

Thank you!

Susan Behn sbehn@solutionbeacon.com

www.solutionbeacon.com Real Solutions for the Real World ®

Real Solutions for the Real World ® 34 Copyright 2009 Solution Beacon, LLC All Rights Reserved

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