Oracle Business Intelligence (OBIEE) from an Essbase Perspective

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Look at OBIEE from an Essbase perspective. As EPM, Hyperion, and Essbase move toward the Oracle BI Reporting and Analytical platform, gain insight into detailed information and guidance on working with Essbase in the OBIEE world. Topics to be covered include: repository and presentation design, security and tuning considerations, EPM integration, and mobile access.

Transcript

James Worthington

Edgewater Ranzal

Oracle Business Intelligence from an

Essbase Perspective

March 20, 2013

Property of Edgewater Ranzal

Focus

Services

People

Methodology

Customers

Partnership

About Edgewater Ranzal

15 Years

700+ clients

1000+ projects

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Dashboards & Scorecards, Profitability &

Cost Mgmt, Financial Analytics & Reporting,

Operational Analytics, What-if Analysis,

Query & Reporting, Visual Exploration

Financial performance, Legal,

Segment & Mgmt Reporting, Financial

Close

HFM Optimization, Performance Lab

SOX Compliance Support

Planning, Budgeting, Forecasting,

Workforce Planning, Capital Planning,

Project Planning, Campaign Planning,

Strategic Finance

Data Integration, Financial Data

Management, Data Warehousing, Master

Data Management, ETL Services,

Performance Tuning, Automation

Project/Program Mgmt, EPM

Road Maps, Application

Reviews, Business

Requirements, Process

Change, Documentation

Installation, Upgrades,

Migration, System

Monitoring, Backup and

Recovery, Disaster

Recovery, Load Testing,

Hardware Sizing

Consolidation

Business

Intelligence

Planning

Infrastructure

Training

Support

Services

Data

Services

Project

Management

Support Services - Project/Program

Mgmt, EPM Road Maps, Application

Reviews, Business Requirements,

Process Change, Documentation

Dashboards/Scorecards, Profitability Cost

Mgmt, Financial Analytics & Reporting,

Operational Analytics, What-if Analysis,

Query & Reporting, Visual Exploration

Our Services

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– Repository Design

– Presentation Design

– Security

Considerations

– Tuning Considerations

– EPM Integration

– Operations

– Mobile Access

Oracle Business Intelligence

from an

Essbase Perspective

4

Property of Edgewater Ranzal

Over 15 years designing, building, and implementing information analytical

systems to insure delivery of the right information to the right people at the

right time for the right price. He provides complete end to end BI, Analytics,

and EPM expertise, from analysis and advice, planning and oversight, to full

service solution delivery. His strong functional, financial, operational, and

technical background includes startups and Fortune 500 companies, and

spans many verticals, including healthcare, software, manufacturing,

apparel, and media.

Ranzal Presenter

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James Worthington

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OBIEE

Oracle’s strategic enterprise BI Platform.

Access, model, and present data from (almost) all

sources.

EPM (Essbase and HFM).

Automatic metadata modeling.

‘Almost’ fully integrated.

OBIEE and Essbase

6

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Repository Design

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Dimension Flat

Accounts – Flattened vs. Dimensional

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Advantages:

Display differing levels equally

Control order, formatting, etc. individually

Disadvantages:

No Drill Down on Accounts (Measures)

ASO could be thousands

Re-Import and Re-Flatten for new Accounts

Repository Design

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Flattened

Advantages:

Drill Down

Dynamic

Disadvantages:

Difficult to present multiple levels

Formatting control by CASE statements

Hierarchy

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Repository Design

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You can have both!

Accounts – Flattened vs. Dimensional

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Repository Design

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Time Dimension

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Repository Design

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Essbase Federation

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Repository Design

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Essbase Federation

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Repository Design

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Relational Drill Down

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Essbase Substitution Variables

Repository Design

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Automation and Life Cycle Management

Repository Design

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WLST Command or scripting utility

wls:/offline> connect('weblogic','weblogic','t3://localhost:8001')

Connecting to weblogic server instance running at t3://localhost:8001 as

username weblogic...

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Automation and Life Cycle Management

Repository Design

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MUDE Multi user Development Environment

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Automation and Life Cycle Management

Repository Design

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MUDE Multi user Development Environment

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Automation and Life Cycle Management

Repository Design

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MUDE Multi user Development Environment

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Guided Information Delivery Methodology

Presentation Design

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Screen size

Result set size

Query complexity

Caching reuse

Dynamic data access

Intuitively lead users to data

Browser performance

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Dashboards / Analyses / Prompts

Presentation Design

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Dashboards / Analyses / Prompts

Presentation Design

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Dashboards / Analyses / Prompts

Presentation Design

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Master / Detail Links

Presentation Design

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Data Visualization

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• Spreadsheets

• Traffic Lighting

• Exceptions

• Line

• Bar

• Pie, etc

• Geographical

• Organizational

• Strategy

Multiple Visual Experiences for Decision Making

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Visualizations

Presentation Design

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Visualizations

Presentation Design

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Action Links

Presentation Design

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BI Publisher

Presentation Design

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• BI Publisher

Presentation Design

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BI Publisher

Presentation Design

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WLS/LDAP/HSS/ERP Integration

Security Considerations

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LDAP Security Provider

Security Considerations

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• Object Security

Security Considerations

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• Data / Metadata Security

Security Considerations

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Essbase Token Pass-Through

Security Considerations

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• SSO using CSS Token

• Insure Patch levels

• Update epmsys_registry.bat

• Update Classpath

• Copy reg.properties

• Update and execute runRegSyncUtil.bat

• Add a few EXTRA_JAVA_PROPERTIES

(setEnv.cmd)

• Add virtualize property to WLS provider Property of Edgewater Ranzal

• Direct Cube Access (SmartView)

• Planning

• Performance (Caching)

• Installation and Configuration

• OBIEE Objects

• Groups and Group Management

Security Considerations

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Caching

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Tuning Considerations

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Query limiting

Tuning Considerations

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Instanceconfig.xml

<Cube>

<CubeMaxRecords>20000</CubeMaxRecords>

<CubeMaxPopulatedCells>150000</CubeMaxPopulatedCells>

</Cube>

<Pivot>

<MaxCells>50000</MaxCells>

<MaxVisibleRows>2500</MaxVisibleRows>

<!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->

<DefaultRowsDisplayedInDelivery>75</DefaultRowsDisplayedInDelivery>

<!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->

<DefaultRowsDisplayedInDownload>1500000</DefaultRowsDisplayedInDownload>

<!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->

<DisableAutoPreview>false</DisableAutoPreview>

</Pivot>

Tuning Considerations

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WLS Essbase configurations.

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Tuning Considerations

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WLS Essbase configurations.

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MDX Queries

Tuning Considerations

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Session Information

Operations

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Job Management

Operations

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Cache Management

Operations

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Data Model Diagrams

Operations

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– Data Integration

• Fully Integrated

• Only MDX Queries

– Metadata Integration

• Fully Integrated

• Ragged, Unbalanced, Flat, Time, Aliases

– Security Integration

• RPD Fully Integrated

• SSO (With EPM) possible with third party

– Presentation Integration

• Dual Entry points

• Does not share WLS instance

• No Parameter passing.

• No Object sharing

EPM Integration

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• Works out of the Box

• VPN access from mobile biggest hurdle.

• No mobile design required

• IPad (IPhone) only. No Android

Mobile Access

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– Repository Design • Accounts

• Security

• Time Dimension

– Presentation Design • Guided Data Navigation

• Use Linking (Master / Detail, Action Links)

– Security Considerations • Essbase vs. OBIEE

– Tuning Considerations • Caching

• Presentation settings

– EPM Integration • Data and Metadata complete.

• Presentation Integration Soon.

– Mobile Access • VPN

Recap

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