1Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners.

1Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners.

Oracle/PeopleSoft EPM and OBIEE Overview

Greater Philly RUG

May 15, 2008


OBIEE and PeopleSoft EPM

Management

Trusted Advisor

Best Practice


Agenda

Introductions and Definition of Data Warehouse :00 – :10 Introductions and Definitions of Data Warehouse Oracle’s offerings in the BI and Data Warehouse space :10 – :15 Analytic Applications :15 - :20 Business Intelligence Architecture – ETL, Administration, Metadata Dashboards, Reporting and other OBIEE Plus Features :20 - :25 11g Database Latest Features for Business Intelligence BI as a component of Service Oriented Architecture BI Appliances PeopleSoft EPM :25 - :35 How does EPM work and why do we want it? Q&A :35 – :40 Q&A


Goals

Gain a better understanding of functionality of EPM and OBIEEAnswer questions regarding EPM functionality and uses


Data Warehouse

• A data warehouse is the main repository of the organization's historical data.

• Per Bill Inmon, “Data Warehouse is a subject-oriented, integrated, time-variant and non-volatile collection of data in support of management's decision making process”

Subject Oriented Data that gives information about a particular subject instead of about a company's ongoing operations.

Integrated Data that is gathered into the data warehouse from a variety of sources and merged into a coherent whole.

Time-variant All data in the data warehouse is identified with a particular time period. Non-volatile Data is stable in a data warehouse. More data is added but data is never

removed. This enables management to gain a consistent picture of the business.


Evolution of DW/BI

Legacy Mainframe outputs – Decades ago, BI actually began with the early mainframe reports, called system outputs.

Custom reports – Developed by skilled programmers Ad-hoc queries - Developed by skilled manager Emergence of Data Warehouse – DW is centralized (enterprise) data store – Big boost to BI Data marts - Specialized data store Online Report and Query tools – Advent of easy to use graphical interface OLAP and multi-dimensional analytic tools – Ability to slice and dice the data. Business Analytic applications – Custom built applications to track pre-defined KPIs BI today now typically encompasses BA as well as conventional BI. Centralized Data Warehouse versus Distributed Data Warehouse


Need for a Data Warehouse ?

• Why Data Warehouse ?• There are many reasons, but the most important ones are

Reliable Reporting -The need for reliable, accurate and timely report based on data from disparate data sources

Better Performance - The critical factor leading to the use of a data warehouse is that a data analyst can perform complex queries and analysis on the information without slowing down the operational systems.

Intuitive - Keep the data model simple and intuitive for end users to build reports


Simple DW/BI Architecture


DW/BI Basic components

PeopleSoft ERP

Middleware source/

Peoplesoft HR

Extract

Services: Clean Combine Standardize Conform-dimensions Prepare to Load to data marts

Data Store: Flat files Relational Tables XML

Extract

Extract

Services: OLAP & User Query ServicesData Store: Dimensional Atomic and/or Summary Business process Oriented

Ad Hoc Query Tools

OLAP multi-dimensional analysis tools

End User Applications

Modeling tools:

Forecasting Balance scorecardData mining

Load

LoadData Mart #2

DW Bus: conformed facts and dimensions

Source Systems

Data Staging Area

Data Marts

End User Data Access


Business Intelligence

• Business intelligence (BI) is a business management term which refers to applications and technologies which are used to gather, provide access to, and analyze data and information about their company operations.

• Why Business Intelligence ? BI systems can help companies develop a more consistent, data-based decision

making process for business decisions (avoid "guesswork" ) BI systems can enhance communication among departments, coordinate activities,

and enable companies to respond more quickly to changes (e.g., in financial conditions, customer preferences, supply chain operations, etc.).

BI system that are well-designed and properly integrated into a company's processes can improve company's overall performance.


Business Intelligence/Business Analytics

• Business intelligence software and applications includes a range of tools. • Some BI applications are used to

• Analyze Performance, projects, or internal operations, such as Scorecarding; Business activity monitoring; Business Performance Management and Performance Measurement;

• User/End-user Query and Reporting; Enterprise Management systems; Executive Information Systems (EIS); Supply Chain Management; and Finance and Budgeting tools.

• Other BI applications (aka Business Analytics) are used to store and analyze data, such as,• Data mining; Forecasting; Document Management; Knowledge Management; and

Dashboarding; Geographic Information Systems (GIS); Trend Analysis; Online Analytical Processing (OLAP) and multidimensional analysis; (based on the "hypercube" or "cube");


Oracle’s offerings in the BI and Data Warehouse space


Oracle’s Biggest Differentiator: Many Analytic Applications from Many Sources

Aggressive Acquisitions strategy led to a large number of Analytics from many sources


Business Intelligence Architecture


Business Intelligence Architecture cont.

Informatica ServerComponents

DAC Server

DAC Client

InformaticaRepository

OLTP

DAC Repository

DataWarehouse

Native DB Libraries

JDBC

Informatica ClientTools

Database Tier

ServerTier

ClientTier

DAC (Data Admin Console): Administer, Monitor, Control Data Warehouse Processes

ETL (Extract, Transform, Load): Load and Refresh Warehouse, Manage the ETL Repository, and Store Metadata related to ETL Workflows/Maps

May be Informatica, Ascential, Oracle Data Integrator and/or Oracle Warehouse Builder


Business Intelligence

Architecture cont.

Database

Pro

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en

t

Op

era

tio

ns

HR

Fin

an

ce

Dis

trib

uti

on

Ma

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tin

g

Sa

les

Se

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Oracle BI Applications Warehouse

Siebel PeopleSoft Oracle EBS SAP

CTI,ACD,IVR Syndicated Universal

ETL

3

2

1


OBIEE Dashboards, Answers, Delivers

Guide users to a decision supported by the analyticsDashboardsScorecardsPersonalized function-specific and role-based data

presentation.OBIEE Answers: Ad-hoc data exploration with ability

to create, modify and author analyses, pivot tables and dashboards

OBIEE Delivers: Dynamic problem/opportunity detection and notification, using automated analytic workflows and processes to tailor delivery to mobile devices

BI Publisher with advanced distribution capabilities creates XML and integrates with programs such as Microsoft Office to create pixel perfect output.

Disconnected Analytics: Not connected to the Server


OBI Suite EE Design Principles

Unified Enterprise view of information Unified Semantic view of information – model the complex information sources as a simple,

understandable and logical business model Real-time information access – Allow users to combine historical and real-time information

to get up-to-the minute view of the business Proactive Intelligence facilities – Send alerts in response to business event Pre-built Analytic applications Hot-Pluggable – into any existing data sources, any pre-packaged applications, any security

infrastructure without having to replace existing investment Business process integration – Integration between OBI and Workflow manager to help

integrate business insight to drive Business process optimization.


OBIEE Contains:

Logical Table Diagram Physical, Business, and Presentation semantic Layers

Dashboards with Alerts, Reports, Metrics

Models MetricsMaps


Case Study: Ohio State University Medical Center

- Ohio State University Medical Center deployed: 19 dashboards via Oracle Dashboards 70+ iBots (iBots are software-based agents driven by schedule or events that can access, filter,

and perform analytics on data based upon defined criteria. iBots provide proactive delivery of real-time, personalized and actionable intelligence throughout the business network.) available for subscription via Oracle Delivers with graphic delivery via Blackberries and text delivery via pagers,

support of “what if” scenarios via Oracle BI for Microsoft Office BI Publisher reports delivered via email User activity monitoring and reporting Advanced KPI alerting and notifications Metadata dictionary via Oracle Answers Integration with Oracle Single Sign On Custom financial reporting from PeopleSoft Oracle Answer integration with Oracle Portal via JSR-168 OBIEE Answers as primary ad hoc reporting tool.[1]


Reporting and EPM Solutions

To simplify the development of dashboards, Hyperion Dashboards offer direct access to relational, multidimensional data without having to maintain the Semantic Layer


Oracle Database and the Oracle 11g “BI Database release”

The Analytic Workspace manager manages OLAP Cubes in the 11g Database

Other: Increased its capabilities in automated partitioning of tablesParallel processing for all operationsCompression Flashback capabilities for continuous availability data

requirements of Business Intelligence applications. Security: Virtual Private Database and Fine Grained Auditing. Resource management enabling different updates to be given different

priority, and different queries to be given different priority. Advanced indexing that can be function based or aggregate-field based.Change capture and data integration is enhanced in Oracle 11g using

streams, CDC (Change Data Capture), replication, and messaging gateway


Business Intelligence as a Component of Service Oriented Architecture (SOA)

Embedded Business Intelligence

Example:A call to the data warehouse

that runs and returns data from a report that gives much more analytic information about the customer.

Built using Fusion Architecture.

Would run a BPEL process on Fusion Middleware.


BI Appliance – The Oracle Optimized Warehouse Initiative

“Data warehouse in a box ”Pre-install and pre-configure scalable systems that

use partitioning and RAC technology for optimization

Easy to buy and maintain, provide high performance, are fast to implement, and are competitively priced.

Database, storage, and servers are validated and tested to deliver optimal performance, and the warehouse is supported as a single product, with a single support contact.

Dell/EMC, IBM and Sun all offer solutions.


PeopleSoft EPM:


EPM Data Warehouse Contains:

6000 + pre-built ETL mapsETL tool - Ascential DataStageTM

Rationalized data models Surrogate key supportConforming Dimensions

Analytic depth and breadthOpen BI Tool strategyContent in BI partners and Oracle

BI Tools

Metrics

Maps

Supply Chain

Supply ChainHCMHCMFinancialsFinancials

• ESA• GL & Profitability• Accounts Payable• Accounts

Receivable• Commitment

Control*

• Compensation• Learning &

Development• Recruiting• Workforce

Profile

• Fulfillment & Billing

• Inventory• Spend


EPM Applications Contain:

Engines for Transforming Data Based on configured Models

Rationalized data models to support Analytic Applications

Internet Pages to analyze, act on data, post data to other applications

Models MetricsMaps

Create Baseline Budget

Consolidate Ledgers Consolidation Ledger Review, Post, Report

Budget Ledger Budget, Approve, Post

Ledger to ABM

Job to Workforce

Multiple Sources to KPI

Activity Cost Detail

Workforce Analytic Facts

KPI and Scorecard Facts

Review, Report, Budget

Review, Report, Budget

Act, Review, Strategize


Hyperion SQR 9.3.1 and Beyond

Management

Trusted Advisor

Best Practice

1Proprietary and confidential. © 2008 Perot Systems Corporation. All rights reserved. All registered trademarks are the property of their respective owners.

Documents

data marts data store

nonvolatile data

integrated data

data analyst

centralized data warehouse

data warehouse space

definition of data warehouse

data model simple