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
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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?
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Pictorial View of OBIEE Components
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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
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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
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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
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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)
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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
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Beyond Reporting Oracle Performance Management
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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
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Oracle Recommendations
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HPM Strategic Roadmap
Hyperion Performance Management Products
Integrates
Master Data Business Rules Metrics/KPIs Targets, Plans, Actuals
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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
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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
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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
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Oracle Future Recommendations
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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
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Questions and Answers
Thank you!
Susan Behn sbehn@solutionbeacon.com
www.solutionbeacon.com Real Solutions for the Real World
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