James Worthington Edgewater Ranzal Oracle Business Intelligence from an Essbase Perspective March 20, 2013 Property of Edgewater Ranzal
Oracle Business Intelligence (OBIEE) from an Essbase Perspective
Sep 13, 2014
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.
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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
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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
9
You can have both!
Accounts – Flattened vs. Dimensional
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Repository Design
10
Time Dimension
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Repository Design
11
Essbase Federation
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Repository Design
12
Essbase Federation
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Repository Design
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Relational Drill Down
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Essbase Substitution Variables
Repository Design
14
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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
20
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Dashboards / Analyses / Prompts
Presentation Design
21
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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
25
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Visualizations
Presentation Design
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Action Links
Presentation Design
27
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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
31
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LDAP Security Provider
Security Considerations
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• Object Security
Security Considerations
33
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• Data / Metadata Security
Security Considerations
34
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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
36
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Caching
37
Tuning Considerations
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Query limiting
Tuning Considerations
38
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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
39
WLS Essbase configurations.
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Tuning Considerations
40
WLS Essbase configurations.
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MDX Queries
Tuning Considerations
41
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Session Information
Operations
42
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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
48
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