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October 23, 2011 Integrating OBI-EE with Essbase NEOAUG
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Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

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Page 1: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

October 23, 2011

Integrating OBI-EE with EssbaseNEOAUG

Page 2: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Premier IT Professional Service and Solution Provider           of Oracle and Microsoft Applications and Technologies

Boston ■ New York ■ Atlanta ■ Germany ■ India

Value Delivery – Core to Our Mission

• E‐Business Suite Consulting

• Enterprise Apps  Managed Services

• OBIEE, Pre‐Built BI Analytics

• Hyperion EPM• Middleware & Integration

• Infrastructure Services

• Microsoft .Net Dev & Support

• Apps University

• Subject Matter Experts

• Best Practice Methodology

• High Value ROI• Local / Global Service Delivery Model

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Page 3: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

BI Partnerships and Certifications

BI Pillar Partner• Recognizes specialization in one of (5) Pillar technologies• Oracle nominates 1 or 2 partners per region with proven expertise in 

strategic technology area• Partner must pass stringent competency and customer reference verification

BI Applications Leadership Board• Select group of partners providing guidance and input on future product 

direction

Amazon Web Services Solutions Provider• BI / EPM implementations on the Amazon Cloud

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Page 4: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Agenda

• Essbase and OBIEE

• Integration Notes

• Essbase‐Aware Features

• Current Limitations

• Other OBIEE Integration

• Integration Process

• Demo

• Questions

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Page 5: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Essbase and OBIEE

• Essbase• Multidimensional database storage system

• For complex business modeling

• Part of the Hyperion suite of tools

• OBIEE• Sophisticated reporting engine

• Ad hoc analysis, dashboards, reports

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Page 6: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Integration Notes

• Essbase 9.3.3+, 11.1.1.3.500, 11.1.2.1+

• HFM 9.3.3, 11.1.1.3, 11.1.2+

• OBIEE 11g

• Converts MOLAP to a relational view

• Federation with relational data

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Page 7: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Essbase‐Aware Features

• BSO and ASO Cubes

• Accounts hierarchy

• Ragged hierarchies

• Parent‐child (value‐based) hierarchies

• Alias tables

• UDAs (for filtering)

• Maintains hierarchy changes

• Attribute dimensions

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Page 8: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Other OBIEE / EPM Integration

• BI Apps Foundation Suite• Includes OBIEE, Essbase, Scorecard

• HFM Analytics

• Oracle Exalytics In‐Memory Machine

• Open OBIEE in EPM Workspace

• Essbase Studio to create Cubes from OBIEE (business and presentation layers and the DW)

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Page 9: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Integration Process

• Install Essbase libraries on the OBIEE server

• Import Essbase using the Admin Tool Import Metadata Wizard

• Convert to parent‐child value‐based hierarchies

• Add alias columns

• Create Business Models and Catalogs in the Admin tool

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Page 10: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Abdul Hafeez Shaik

• Senior BI/DW Architect

• Over 7 years of industry experience

• Over 7 years of experience with ERP, DW, BI and reports 

• More than dozen implementations of OBI / BI Apps

• Key Member to build and Develop the BI Practice at Apps Associates

• Team member of OOT which is Responsible for all technologies (not just BI)         for the company and strategy for the clients

• Done more than 15 presentations on OBI‐EE at various Oracle Conferences

About Speaker

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Page 11: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Jonathan A Cohen

• Practice Manager – BI Practice

• Managing the development of the EPM Practice at Apps Associates

• Over 20 years technology experience

• MBA – Northeastern High Tech MBA Program

• 5 years of BI / EPM / DW Experience in many industries

• Hyperion Certified Developer 

• Developer, architect, and project manager for numerous OBIEE and Hyperion reporting and planning projects

• Experience develop reporting solutions with Cognos and T1

About Speaker

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Page 12: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

ESSBASE – Hands On

• Creating new RPD

• Importing the ESSBASE cube into OBIEE

• Deploy RPD into the OBIEE

• Create a sample Report

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Page 13: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Creating new RPD

• Importing the ESSBASE cube into OBIEE

• Deploy RPD into the OBIEE

• Create a sample Report

ESSBASE – Hands On

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Page 14: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Start‐>Oracle Business Intelligence ‐> BI Administration               to open the BI Administration tool.

ESSBASE – Hands On

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Page 15: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on File

• And Click on the New Repository

ESSBASE – Hands On

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Page 16: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Enter the following information

1. Name 

• NEOAUG_ESSBASE_Demo

2. Repository Password

• Welcome1234

3. Retype Password

• Welcome1234

ESSBASE – Hands On

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Page 17: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Creating new RPD

• Importing the ESSBASE cube into OBIEE

• Deploy RPD into the OBIEE

• Create a sample Report

ESSBASE – Hands On

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Page 18: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click the Connection Types list 

• Select the Essbase Option from list

ESSBASE – Hands On

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Page 19: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Enter the following Details

1. Essbase Server:• Demodrive

2. User name• Demoadmin

3. Password • Demoadmin

Then Click Next

ESSBASE – Hands On

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Page 20: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click the “+” button be side demodrive to show the list of application inside the demodrive Essbase.

ESSBASE – Hands On

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Page 21: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Scroll down all the       way down and select     the application “OBI_Demo” and OBI_Demo cube.

• Click on the “>”button as highlighted below

• Click Finish Button

ESSBASE – Hands On

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Page 22: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Then you will have Essbase application imported the Essbase Physical Layer or RPD

• Open the demo drive connection by clicking the + symbols

ESSBASE – Hands On

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Page 23: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “+” symbol beside OBI_Demo cube to show the details

ESSBASE – Hands On

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Page 24: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Open the Accounts Dimension

• Right click on the detail view as show below and select the properties

ESSBASE – Hands On

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Page 25: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the Hierarchy Type

• And select the option Value

• Repeat the same step for      following dimension too• Department

• Divisions 

• Organizations 

ESSBASE – Hands On

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Page 26: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• After the changes Physical layer      looks as show in the picture

ESSBASE – Hands On

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Page 27: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Select the “OBI_Demo” cube from the physical layer                   and drop into the logical layer

• Then the logical layer looks as below

ESSBASE – Hands On

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Page 28: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Open the “OBI_Demo” in the   logical layer by clicking on ‘+’symbols.

• All the hierarchies and    calculations  from cubes will            be migrated automatically

• Minimize all By Clicking “‐”

ESSBASE – Hands On

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Page 29: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• After minimizing everything

• Drag and drop the “OBI_Demo” logical layer folder on the physical layer

• Once you done you will see RPD as below 

ESSBASE – Hands On

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Page 30: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Go to File ‐> Click on Save

• You will see the following window and click “Yes”

• Then you will get 2 more alert one after other select           “Yes”and “Ok” sequentially 

• With this we have created and saved the RPD with                ESSBASE cube in it.

ESSBASE – Hands On

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Page 31: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Creating new RPD

• Importing the ESSBASE cube into OBIEE

• Deploy RPD into the OBIEE

• Create a sample Report

ESSBASE – Hands On

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Page 32: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Open the “Firefox” web browser.

• Enter the following url

• http://demodrive:8001/em

• Enter the following details

• User name :  weblogic

• Password   :  password1

ESSBASE – Hands On

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Page 33: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Once you login from the left frame of the browser click the “+”symbol and open the “Business Intelligence” link

• Click on the core application link highlighted in               the above picture.

ESSBASE – Hands On

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Page 34: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• You will find the following view on right side frame            once you select the core application link

• Select the “Deployment”

• Select the “Repository” as show in the above picture

• Click on the “Lock and Edit Configuration”

ESSBASE – Hands On

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Page 35: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the Browse button from “Upload BI Repository” Section

• Go to the following path to select the RPD

• D:\ORCL\MW_BI\instances\instance1\bifoundation\OracleBIServerComponent\coreapplication_obis1\repository

• Select the “NEOAUG_ESSBASE_Demo.rpd” which we created

ESSBASE – Hands On

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Page 36: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Enter the Repository password and Confirm Password as           “Welcome1234”

• Then click on “Apply” Button

ESSBASE – Hands On

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Page 37: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “Activate Changes”

• Wait till the below message disappears

ESSBASE – Hands On

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Page 38: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “Restart to apply recent changes”

ESSBASE – Hands On

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Page 39: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “Restart” Button

• Click “Yes” for the following alert

• Wait for this processing to complete

ESSBASE – Hands On

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Page 40: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Creating new RPD

• Importing the ESSBASE cube into OBIEE

• Deploy RPD into the OBIEE

• Create a sample Report

ESSBASE – Hands On

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Page 41: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Login into the OBI‐EE

• Open Firefox Web browser

• Go to http://demodrive:8001/analytics

• Enter the following details• User name  :  weblogic

• Password :  password1

ESSBASE – Hands On

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Page 42: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “New” to create the Report

• Select the Analysis from the option

ESSBASE – Hands On

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Page 43: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the “OBI_Demo”

• Drag and drop the following columns from subject area

• Period ‐> Gen3,Period

• Accounts‐>Accounts

• OBI_Demo#1 ‐> OBI_demo‐measure

ESSBASE – Hands On

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Page 44: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the filter symbol highlighted below

• Select the more columns option

ESSBASE – Hands On

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Page 45: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Select the Scenario‐>Gen2,Scenario

• And select the value as “Actual”

ESSBASE – Hands On

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Page 46: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Again select the filter symbol, “more columns option”

• Select the years‐>Gen2,Years

• Select the value as “Fy2007”

ESSBASE – Hands On

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Page 47: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• End of the filter selection you have to see the following view  in the filter section

• Click on the Results tab

ESSBASE – Hands On

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Page 48: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click on the Highlighted pencil symbol to edit the pivot table.

• Drag the Gen3,Period from rows to Columns section

ESSBASE – Hands On

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Page 49: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Start drill the accounts and open up the details as show below 

• Click done button on the left corner window

ESSBASE – Hands On

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Page 50: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

• Click the save button

• Enter the name as P&L Report

• Click “Ok”

ESSBASE – Hands On

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Page 51: Integrating OBI-EE with Essbase 20111024 v2 · PDF fileIntegrating OBI-EE with Essbase ... • Developer, architect, and project manager for numerous OBIEE and ... Integrating OBI-EE

Abdul Hafeez Shaik

Senior BI Solution Architect

[email protected]

Jonathan CohenPractice [email protected]

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