Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1 BI / EPM Product Development Roadmap Andreea Vasiliu, PhD, Director, Product Strategy, EMEA Fred Richards, Director, Business Analytics
Oct 19, 2015
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1
BI / EPM Product Development Roadmap
Andreea Vasiliu, PhD, Director, Product Strategy, EMEA
Fred Richards, Director, Business Analytics
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 2
THE INFORMATION CONTAINED IN THIS DOCUMENT IS FOR INFORMATIONAL SHARING
PURPOSES ONLY, AND SHOULD BE CONSIDERED IN YOUR CAPACITY AS A CUSTOMER
ADVISORY BOARD MEMBER OR PURSUANT TO YOUR BETA TRIAL AGREEMENT ONLY. IT IS NOT
A COMMITMENT TO DELIVER ANY MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE
RELIED UPON IN MAKING PURCHASING DECISIONS. THE DEVELOPMENT, RELEASE, AND TIMING
OF ANY FEATURES OR FUNCTIONALITY DESCRIBED IN THIS DOCUMENT REMAINS AT THE SOLE
DISCRETION OF ORACLE.
THIS DOCUMENT IN ANY FORM, SOFTWARE OR PRINTED MATTER, CONTAINS PROPRIETARY
INFORMATION THAT IS THE EXCLUSIVE PROPERTY OF ORACLE. YOUR ACCESS TO AND USE OF
THIS CONFIDENTIAL MATERIAL IS SUBJECT TO THE TERMS AND CONDITIONS OF YOUR ORACLE
SOFTWARE LICENSE AND SERVICE AGREEMENT, WHICH HAS BEEN EXECUTED AND WITH
WHICH YOU AGREE TO COMPLY. THIS DOCUMENT AND INFORMATION CONTAINED HEREIN MAY
NOT BE DISCLOSED, COPIED, REPRODUCED OR DISTRIBUTED TO ANYONE OUTSIDE ORACLE
WITHOUT PRIOR WRITTEN CONSENT OF ORACLE. THIS DOCUMENT IS NOT PART OF YOUR
LICENSE AGREEMENT NOR CAN IT BE INCORPORATED INTO ANY CONTRACTUAL AGREEMENT
WITH ORACLE OR ITS SUBSIDIARIES OR AFFILIATES.
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 3
ORACLE BI PLATFORM Relational and Multi-Dimensional OLAP; Data Discovery; Predictive Analytics
COMMON REPORTING & ANALYSIS INTERFACES
ERP Analytic
Apps
OLTP & ODS Systems
Data Warehouse Data Mart
Excel XML
Business Process
Essbase
BI and EPM Remain Key Strategic Priorities for Oracle
CRM Analytic
Apps
Industry Analytic
Apps
Strategic Planning
Financial Close
Planning & Forecasting
Profitability Management
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 4
Outline
Recent Product Releases
Ongoing Investment Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 5
Oracle BI Platform Recent Releases and Roadmap
OBI 11.1.17 (April 2013)
New and Improved Visualizations Mobile authoring and consumption Office Integration with SmartView Printing & Reporting Improvements Support for Big Data and streaming Data More Complete Essbase Integration
Exalytics v2
Exalytics v2 with Consolidation
Cloud
Multi-tenant Reporting Cloud Service OBIEE uptake by Taleo and Eloqua
Endeca 3.1
Endeca Information Discovery with self-service data and application provisioning
Current
Calendar 2013
Exalytics v1 (March 2012)
Superfast in-memory Analytics machine Summary advisor for automatic aggregations TimesTen for Aggregate Persistence Speed of Thought Visualizations / Reporting Memory optimized Essbase for M-OLAP
OBIEE 11.1.1.6 (April 2012)
Exalytics Support New Visualizations: Trellis Charts New Mobile HD native applications More than 80 features and enhancements
Essbase 11.1.2.2 (April 2012)
Essbase: Exalytics Support
Endeca 3.0 (October 2012)
Endeca: BI server, Self-service discovery
Recent Past
Calendar 2012
Visual Analysis
Visual Analysis (vs. SQL-like Authoring) Eliminates silos between authoring (answers)
vs. consumption (dashboards)
Simple what-if-analysis Intelligent Visualization Defaulting
Cross-Platform Mobile BI
For both tablet and smart phone form factors Blends authoring and consumption with the
ability to preserve prior content investments
Exalytics in front of Oracle DB In-Memory
In-memory performance against any source, connection (w/ proprietary data structures)
Data mash-ups by building user specific extensions to in-memory navigation spaces
This enables user-private data / sand-boxes Extend semantic layer to support flexible
schemas; leverages MDEX underneath
Future Directions
Post 2013 planning cycle
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 6
OBIEE 11.1.1.7 New and Improved Visualizations
100% Stacked Bar Compare distributions within categories and also
display the differences between categories
View Suggestions An algorithm will determine which visualization type
would be best suited for the display of current data
Freeze Headers Anchor the header for large tables or pivot views
Trellis Chart Grid Data-dense view type displays large amounts of
data for comparative analysis.
Performance Tiles Immediately reveals summary metrics to the end
user that will likely also be presented in larger, more
detailed Dashboard views.
Waterfall Determine how an initial value is affected by a
series of intermediate positive or negative values
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 7
OBIEE 11.1.1.7 New and Improved User Interactions
Better Search Facet-based UI for full-text search for Oracle BI,
leveraging Endeca MDEX technology
Save As
Analysis on
Dashboard New Save-as option when
editing Analysis from
dashboard replace the
updated analysis within the
dashboard
Breadcrumbs Contextual awareness and
Breadcrumbs for easy navigation
Trellis Actions Context per bar in Simple Treliis
Action for entire cell in Advanced Trellis
Navigation / Actions
from Totals Pass context to any Action Framework
process
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 8
OBIEE 11.1.1.7 Shared Office Integration between EPM and BI with SmartView
BI Presentation Catalog in Smart View
Smart View 11.1.2.2 replaces the existing Oracle BI Add-in as the primary Office application
Full support for BI dashboard page and report prompts
Enhanced security including single sign-on
Export Dashboards & Dashboard Content
Export Report in Native Excel & PowerPoint formats (2003, 2007+)
Export Dashboard or Dashboard page; Dashboard pages appear as separate Excel worksheets
BI View Creation in Smart View
Answers View creation from Excel
Save in Excel or as an Answers View
Publish and save in the OBIEE Web Catalog
OBI Data is accessible to other Smart View providers (e.g. Planning, HFM, DM)
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 10
OBIEE 11.1.1.7 New and Improved BI Mobile
Advanced Visualizations Performance Tile, Waterfall, Trellis views enabled
for mobile interactions; Swipe gesture to navigate
data in tables
BI Publisher Integration Offline support and fully interactive views on BI
Mobile client
Maximize Views Double-tap to maximize/restore view; utilizes full
consumable real-estate on the device
BI Mobile Security Toolkit Available via OTN download. Supports the
internal delivery of a packaged/certified BI
Mobile application. Specialized licensing
restricts customizations to security
modifications
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 11
OBIEE 11.1.1.7 Integrating with Big Data and Streaming Data
HDFS
Hadoop MR
Hive
Oracle BI Server
Hive QL / ODBC
Hadoop Integration BI Server generates Native HiveQL
Query data directly from Hadoop through Hive
Integrate Hadoop data with other OBI sources
Leverage Exalytics against Big Data sources
BAM Server
CQ Service
Oracle BI Server
CQ / ODBC
CEP Integration BI Server generates CQ
Query Business Activity Monitoring data through Complex Event
Processing Gateway
Integrate BAM data with other OBI sources
Leverage Exalytics against continuous data sources
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 12
OBIEE 11.1.1.7 Extending Analytics with Data Discovery
Data Warehouse /
Business Intelligence
Product Sales Metric: Sale Price
Dimensions: Customer, Product, Dealer,
Date
Warranty Claims Metric: Claim Count, Labor Cost, Part Cost
Dimensions: Customer, Product, Part,
Dealer, Date
Sales Transactions
ProdID Wk CustID Date Dealer Price
506 25 1233 10/3 Dealer1 $35,000
507 26 1545 09/4 Dealer2 $22,000
Warranty Claims
ClaimID ProdID PartID Date CustID Dealer PartCost LaborCost
12324 506 234 12/3 1233 Dealer1 $300 $200
12325 507 235 12/4 1545 Dealer2 $450 $900
Product Quality Application
Customer Verbatim
..customer heard a rattling sound toward left
front driver side. Had
issues with steering
column locking
Websites
Industry Forums
External Content
Government Agencies
Safety Administration
Claim from Competitor X
Model ABC After driving this car for only 3
months, I started having
.. focus on passenger vehicle crashes, and are
used to investigate injury
mechanisms to identify
potential improvements
in vehicle design.
Love my new car but having difficulty controlling
steering on sharp
corners..
Social Media
Consumer Comments and Sentiment
How do we avoid costly product recalls?
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 13
Data Discovery Offers Agility for the Unanticipated
Add New Data
Rapidly combine
new data with
existing sources
Ask New Questions
Unscripted exploration
across a wide range of
data characteristics
+
See New Patterns
Interactive visualizations
that reveal patterns
hidden in data
+
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 14
Endeca 3.0 Self-Service Data Discovery
Oracle Endeca Studio
Create and share discovery
applications that anyone can use
Oracle Endeca Server Analyze new combinations of data with
agile enterprise IT infrastructure
OEID Integrator
Integrate and enrich structured and
unstructured data
Structured Data Unstructured Data
Oracle Endeca
Simplicity of search, power of discovery
Walk-up ease of use
Support for unstructured data with
Integrated Text and Sentiment Analysis
Self-Service Capabilities
- Self-service application provisioning
- Self-service data upload (Excel etc)
Integration with Corporate Data
- Mash up with curated OBIEE data sets
- Robust ingestion with file/web crawls
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 15
Oracle BI Applications Recent Releases and Roadmap
BI Apps 11g PS1 (11.1.1.7.1)
Data model and release integration across Fusion and Applications Unlimited
Support for ODI across all sources / apps New applications: Operational Planning New content: Fixed Assets, Commitment
Control, Sourcing, Time & Labor, Project
Resource Management, Global Payroll
New modules: Student Information Analytics
New adapters:
Fusion Applications Cloud adapters
Customer Experience
User Experience Redesign Cost of Ownership Improvements: Data
Lineage, ETL Data Validation, Golden Gate
Current
Calendar 2013
SaaS BI Warehouse in Oracle Public Cloud ODI and Informatica: release alignment
New content/modules: Talent Management, Grants, Benefits, Depot Repair & Field
Service, EVM & Project Scheduling, EAM
enhancements
New adapters: Adapter to Taleo, Manufacturing Analytics for JDE.
Additional operational planning applications
Unstructured/big data analytic applications
Additional cost of ownership improvements
Future Directions
Post 2013 planning cycle
BI Apps 7.9.6.3 + Extension Pack (Apr 2012)
For Applications Unlimited customers ETL with Informatica New Manufacturing Analytics New Enterprise Asset Management Analytics New SLA support for EBS R12 (patch)
BI Apps 7.9.7.2 (Sep 2012)
For SAP customers ETL with ODI Financials, Procurement & Spend, Supply
Chain & Order Management Analytics
BI Apps 11.1.1.6.2 (May 2012)
For Fusion Applications Release 4 ETL with Informatica Real-time operational analytics (OTBI)
Most Recent
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 16
Oracle BI Apps 11.1.1.7.1 New Content & Modules
FINANCIAL ANALYTICS
Fixed Assets (EBS)
Commitment Control for Public Sector (EBS & PSFT)
HR ANALYTICS
Global Payroll (PSFT)
Time & Labor (EBS & PSFT)
Transfers (EBS & PSFT)
PROJECT ANALYTICS
Resource Management (EBS & PSFT)
Cross Charge (EBS & PSFT)
Forecasting Enhancements & Commitments (PSFT)
GL Reconciliation (EBS & PSFT)
CRM ANALYTICS
Service Analytics Enhancements (EBS)
Price Analytics (EBS)
PROCUREMENT & SPEND ANALYTICS
Sourcing Analytics
Enhancements to Change Orders and
Agreements
SUPPLY CHAIN & ORDER MGMT ANALYTICS
Costing
Inventory Cycle Count
Other Enhancements
NEW: STUDENT INFORMATION ANALYTICS
Student Success & Institutional Performance
Integrated view of admissions, recruiting,
student records and student financials
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 17
Oracle BI Apps 11.1.1.7.1
New Operations Planning Applications
Option to existing Oracle BI Applications
Extends BI Applications with Essbase what-if scenario modeling and planning
Use of BPM for process integration and rules
Integration with Hyperion Planning
More accurate plans based on operational constraints
Benefit Examples
Forecast indirect spend for procurement teams
Better decisions about supplier allocations
Reduced spend with what-if modeling tools
Shared Integration between EPM and BI with Essbase
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 18
Oracle BI Apps 11.1.1.7.1
Oracle Data Integrator
In-database E-LT Transformation vs. E-T-L
Best in class performance, scalability, availability
Lightweight deployment for lower TCO
Faster time-to-value through declarative design
Oracle Golden Gate option for BI Apps
Enable near real time DW refresh
Reduce load on source system by streaming data continuously into persistent store in the DW
More reliable change data capture / delete support
New Technologies: Oracle Data Integrator and GoldenGate Integration
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 19
Oracle BI Apps 11.1.17.1 New Tools: to Accelerate OBIA Deployments
Functional Setup Manager Administrative UI to
track & manage
implementation projects
and required functional
setup steps
Configuration Manager Administrative UI to
manage system
configuration for your
BI Applications
Data Lineage Analysis
Allows customers and
implementers to track
lineage from source to
target
ETL Validation Utility
Provides scripts and
validation reports
comparing source
and target data
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 20
Hyperion EPM Applications Recent Releases and Roadmap
Most Recent
(Hyperion 11.1.2.2 April 2012)
Current (EPM 11.1.2.3)
Calendar 2013
Future Directions
Post 2013 planning cycle
Planning Planning on Exalytics Project Financial Planning Predictive Planning PSB Commitment Control Strategic Finance with Smart View ADF based UI revamp, Bi-di language
support
Financial Consolidation & Close Configurable Dimensionality ADF based UI revamp Financial Management Analytics QMR for Solvency II Account Reconciliation Manager EBS/Fusion Integration
Disclosure Management SEC validations, EDGAR HTML output
Profitability and Cost Management Micro-costing
Planning Financial Planning Analytics Planning and Budgeting Cloud Service
Financial Consolidation & Close Tax Provisioning ARM enhancements OFMA extensions to support ARM & FDM
Disclosure Management Support for Edgar ready HTML
EPM Platform Cross-version Lifecycle Management ODL integration for diagnostics FDM support for SAP BW
Data Relationship Management GL Chart of Accounts Management,
Data Relationship Governance
HPCM: Analytics enablement, HPCM on Exalytics, Calculation rules
Analytics-driven Performance Mgmt. Continued optimization of EPM
applications on Exalytics
Richer mobile and social experience for EPM applications
Leverage Endeca technology in EPM applications
EPM Cloud Services Broader footprint of EPM cloud services Extreme simplicity of configuration Time-to-value through packaged content
and built-in best practices
Unified application model for deeper integration and easy extensibility
Continued Functional Innovation Functional enhancements across the
entire EPM application portfolio
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 21
Hyperion EPM 11.1.2.3 (aka Talleyrand PS3)
EPM Infrastructure
Log file analysis tool
Cross-version LCM support: Support for
migration from prior releases
Financial Data Quality Management:
Enterprise Edition
FDM and ERP Integrator combined into a single product
Built on ERP Integrator platform
Surfaced within the Workspace
Added SAP BW as an additional data source
Core Platform Enhancements
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 22
Hyperion EPM 11.1.2.3
Configurable workflows for master data
governance
Pre-validate requests to ensure quality on
data entry; preview changes before commit
Two types of workflows:
Change request / Approval workflows
Data remediation workflows
Configuration only, no coding!
Automate creation of workflow forms by
creating workflow model
Define model based upon request type,
workflow stages, tasks and data access
group assignment
Comments & attachments; notifications &
alerts
New: Data Relationship Governance
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 23
Hyperion EPM 11.1.2.3
OBI Analytics on Hyperion HFM
Prebuilt dashboards and reports
Configurable and extensible
Direct, native access to
Hyperion Financial Management
Hyperion Financial Close Management
Hyperion Financial Data Quality Management
Exalytics and BI Mobile certified
Mobile delivery of EPM data to finance executives and business users
Oracle Financial Management Analytics with OBIEE
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 24
Hyperion EPM 11.1.2.3 New: Hyperion Tax Provision
Tax Provisioning built on Hyperion Financial Close
Brings Finance & Tax together in the same system
Global: Federal, State/Provincial & International
Data Collection, Tax Provision Calculation,
Consolidation & Tax Reporting
Addressing IFRS (IAS12) & US GAAP (ASC740)
Integrates with Tax Compliance: Enhances &
integrates with tax compliance systems
Rapid Implementation & Ease of use: Purpose-
built application functionality
Financial Close Management
Finance Dashboard
ERP:
Oracle, SAP,
Legacy,
Other
Governance, Risk And Compliance
Systems and Hardware
Middleware
Database
ERP:
Oracle, SAP,
Legacy,
Other
Data
Assurance
Financial
Consolidation Internal & Statutory
Financial Reporting
Tax Provision
Governance, Risk and Compliance
Finance Dashboard
Financial Close Management
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 25
Hyperion EPM 11.1.2.3
Substantial performance
improvements
Built-in analytics enablement for
profitability insights
Smart View Integration
Query Manager and Guided Query
Creation Wizard
Essbase ASO databases generated
for each Detailed Profitability model
Available on Exalytics
Enhanced Profitability and Cost Management
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 26
Exalytics
Rolling forecasts, event-based planning,
and driver-based planning require: More users involved, more scenarios evaluated, and
more complex models used
Without degrading the performance and within the
same time window
Planning on Exalytics 20X Faster Writes and 80X Faster Reads (re-
compute cubes in Minutes vs. Days)
5X more Concurrency, enabling lot more users
Key benefits Move from monthly to intra-day forecasts
Extend to cover Operational Planning
Deliver Management Reporting from the same
system
Key Enabling Technology for EPM Innovation
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 27
Exalytics Planning Performance Comparison
Number of Users
Re
spo
nse
Tim
e
5X
Hyperion Planning Public Sector Example Hyperion Planning General Example
2.5X
Re
spo
nse
Tim
e
Number of Users
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 28
Outline
Recent Product Releases
Ongoing Investment Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 29
Oracle BI Mobile Direction
IT Controlled Managed, Consistent Support users throughout their work. Enterprise or Operational Sophisticated and reusable content
Function Specific Tailored to Service Purposeful, pre-built apps for reporting High fidelity design and layout Multi-source, cloud data and task-oriented
BI Mobile Consumer
BI Mobile Designer
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 30
EPM Mobile Strategy
Existing EPM 11.1.2.x applications 1. Fully functional optimized browser experience for the
tablet, focused on the end-user functionality, starting with Hyperion Planning
2. Purpose-built ADF mobile apps, addressing a prioritized subset of user flows e.g. Approval workflows for Planning, Financial Close, etc
3. BI Apps for EPM (e.g. OFMA, OFPA) using current and future OBI Mobile product
4. Financial Reports mobile browser support Fusion and EPM
Financial Reporting Cloud service 1. Built-in mobile support, using ADF Mobile, as a first class
capability for all new cloud based offerings
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 31
Planning Cloud Service
Software-as-a-Service offering for Planning and Budgeting
Based on the industry-leading Hyperion Planning solution
Leverages the Oracle Cloud enterprise-grade infrastructure
Availability: In Preview; GA: CY2013
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 32
Business Intelligence Platforms
Visual Analysis intuitive access to sophisticated, domain relevant analytics
Analytics experience: Evolve from SQL metaphor (select, filter, aggregate cycle) to user intuitive interactions
Domain specific analytics (e.g. Hierarchy Viewer HCM, pipeline analysis CRM, Network graph Social)
Mobile Analytics the primary channel for information consumers
Leverage Oracle mobile platform (ADFm) to scale-out to all relevant platforms and form factors
Device and Channel specific focus targeted features/experiences leveraging the native capabilities
Exalytics build on the strong success to offer differentiated analytics/experience
Private cloud, user/community private sandboxes/mashups, in-memory acceleration for Big Data and more..
Cloud Analytics enable standalone and embedded analytics within Oracle Public Cloud.
Multi-tenanted, self-service application development, deployment and management
Big Data, Predictive Analytics expand semantic layer to enable richer analytic applications
Employ a strategy that allows customers to leverage investments in industry standards
Key Strategic Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 33
EPM / Hyperion Applications
Virtual Close
Focus on management visibility, not just statutory compliance
Instant Replication, Rapid Processing, Enterprise-wide access
Planning Smarter
Dynamic planning @speed of business
Enable adoption of advanced planning processes
Predictive planning for all business users
Faster Time to Value
Flexible deployment: Cloud & On-premise
Functional set-up by business users
Guided best practices application design
Key Strategic Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 34
Business Intelligence Applications
Deliver integrated analytics supporting Oracles Cloud Apps
OTBI for Fusion, Taleo, Rightnow, Eloqua
Cloud Adapters to support coexistence and cross-functional analysis
BI Apps DW as a bridge between on premise and cloud sources
Add functional coverage and lower TCO to increase appeal of the suite
Module completion, new source adapters
Expanded value proposition through new analysis types
Essbase for what-if analysis ,Endeca for unstructured analysis, Advanced
Analytics for predictive metrics
Key Strategic Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 35
Information Discovery
Self-service
Data source breadth
Automatic data refresh
Performance and scale
Data size
Search innovations
End user experience
Extensible visualizations
Link and graph analysis
Mobile and Cloud
Key Strategic Themes
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 36
Summary
Oracle BI & EPM offerings are broad and deep Any data, any source, full range of analytics, integrated applications, on-premise,
on-demand and on-mobile
Oracle BI & EPM offerings designed to address full range of needs Operational, historical, multi-dimensional, unstructured, EPM, and predictive
Oracle Exalytics is the In-Memory engineered system for BI & EPM Faster analysis, faster calculations, faster interactivity, more users, more throughput Integrated tightly with Oracle Exadata and Oracle Big Data Appliance
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 37