Transcript Agenda - Polk County, Florida

Forces Conference 2013
Session: OBIEE ESSBASE Integration
Co-Presented by
Pinellas County
And
Vertical Edge Consulting Group
OBIEE INTEGRATION WITH ESSBASE FOR FINANCIAL ANALYSIS
Agenda

Introductions

Pinellas County Overview

Vertical Edge Overview

Customer Opportunities

OBIEE Essbase Solution Benefits

Architecture

OBIEE Essbase Configuration Steps

Pinellas County Use Case

Lessons Learned

OBIEE 11.1.1.7 Essbase Features

Questions
Introductions
Gautham Sampath
Chief Technologist at Pinellas County Government
 16 years of ERP and BI implementation experience
 Presented at Oracle Open World 2011, 2012 on OBIEE,
Essbase, Exalytics
 Presented at Forces 2011, 2012 on OBIEE and Hyperion
 Presented at BIWA Summit 2013
 Presented at OAUG 2013
 Oracle BI Customer Advisory Board member
 Implemented Oracle ERP, Hyperion Planning, OBIEE and
OBIA
Introductions
Corey Cain
OBIEE Practice Director - VECG



15 Years experience with Business Intelligence
Applications (includes 6+ OBIEE, 5+ Essbase)
HEUG Presenter 2008, 2011
Previous BI public sector customers include State of
Minnesota, University of Minnesota, Bellevue
University and Nevada System of Higher Education
Pinellas County Overview

Located in Florida



Largest city is St. Petersburg
2012 Population of 921,319
Oracle Footprint




Oracle E-Business Suite12.1.3
Oracle Business Intelligence
Enterprise Edition (“OBIEE”)
11g
Oracle Business Intelligence
Analytics – HR, Finance,
Procure & Spend and Projects
Hyperion Public Sector
Planning & Budgeting 11.1.2.2
Vertical Edge Corporate Overview

HQ out of Tampa, FL
 Midwest Regional Office, Indianapolis, IN
 West Regional Office, Denver, CO

Oracle Gold Partner with over 70 years of combined BI & EPM
experience

Staffed with resources that posses 6-15 years hands on architect &
implementation experience

Product focus on Oracle BI & EPM solutions

Hyperion Essbase Certified

Hyperion Planning Certified

Hyperion HFM Certified
Vertical Edge Technical Capabilities
Oracle Hyperion

Oracle|Hyperion Essbase

Oracle|Hyperion Planning

Oracle|Hyperion HFM

Oracle|Hyperion FDM


Oracle|Hyperion Reporting &
Analysis (Financial Reporting,
Web Analysis, Smart View)
Oracle EPM Infrastructure
Oracle
Data Integration
Oracle
Business Intelligence
Oracle Data
Integrator

OBIEE

OBIA

BI Publisher

Oracle DRM
Oracle BI
Infrastructure

Informatica


Vertical Industry Experience






Utilities (Electric,
Gas, Water)
Insurance
Financial Services
Manufacturing
Retail
Professional Services







Healthcare
Telecom
High Technology
Public Sector
Energy
Media/Communicati
ons
Defense
Customer Opportunities

Availability


Visibility


Lacking clearly defined reporting and analysis strategy leads to
multiple reporting silos and/or abnormally large Excel portfolio.
Reliability


Lacking visibility into entire organization limits ability to make
accurate strategic decisions.
Strategy


Data is not readily available for reporting and analysis.
Manual report reconciliation process is time consuming
Performance

Reports take to long
Oracle Exalytics
Oracle Exalytics




Built for high volume processing associated with
Essbase and OBIEE
Robust hardware and network
One vendor to support entire technology stack
Time 10 (in memory database) stores commonly
accessed aggregates to facilitate faster response
times
Hyperion Planning on Oracle Exalytics
Hyperion Planning on Oracle Exalytics
Provides ability to consolidate hardware
 Provides faster processing for calculations,
restructure and import/export
 Provides parallel processing
 Patches specific for using Exalytics
 Oracle certified both products together

OBIEE 11.1.1.6 on Oracle Exalytics
OBIEE 11.1.1.6 on Oracle Exalytics

Provides ability to consolidate hardware

Time 10 (in memory database) stores commonly accessed
aggregates to facilitate faster response times

Built to support Business Intelligence (“BI”) foundation suite

Summary Advisor provides recommendations for more efficient
aggregates
 Utilizing data from usage tracking and statistical data
 Utilizes iterative algorithms

Can store up to 1TB of in-memory cache for faster query
performance
OBIEE Essbase Solution Benefits

Exalytics built for efficient and fast performance

Common platform to integrate multiple data sources (Essbase, HFM,
Data Warehouse).

Provides ability to federate Essbase with data warehouse data for further
drill-through capability.

OLAP query functionality to maximize Essbase performance capabilities.

Simplified configuration steps for seamless importing of Essbase cubes.

Essbase Studio can utilize OBIEE as a data source to further enhance
Essbase user experience.

Easily converts multidimensional data sources to relational data sources.

Continue to utilize key features of OBIEE (ex. Scorecards, KPIs,
Interactive Dashboards, Mobile, etc.)
Architecture
Data
Scorecards Interactive Reporting &
Integration
Dashboards Publishing
Ad-hoc
Analysis
Office
Integration
Search
Detect
& Alert
Collaborate Mobile
Embedded
Common Enterprise Information Model
•
•
•
•
•
OLTP & ODS
Systems
Common Metadata Foundation across all Data Sources
Common Security, Access Control, Authorization, Auditing
Common Request Generation and Optimized Data Access Services
Common Clustering, Workload Management, & Deployment
Common Systems & Operational Lifecycle Management
Data Warehouse
Data Mart
Exadata
OLAP
Sources
Packaged
Applications
(Oracle, SAP, Others)
Unstructured &
Semi-Structured
Excel
XML/Office
Business
Process
OBIEE Essbase Configuration

Select File>Import Metadata
OBIEE Essbase Configuration

Select Essbase as source
OBIEE Essbase Configuration

Enter connection information.
OBIEE Essbase Configuration

Select desired Essbase Application(s) and
Database
OBIEE Essbase Configuration

Move selection using arrows into Repository View
OBIEE Essbase Configuration

Click checkbox for ‘Import UDAs’. Click Finish
OBIEE Essbase Configuration

Essbase Cube is ready for modeling into OBIEE
OBIEE Essbase Features



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UDAs can be used as filters
Essbase outlines are imported as defined in Essbase to
provide OLAP type drill down functionality
Essbase cubes use hierarchal columns by default
Utilize Essbase structures to produce Financial Statements
Select members based on hierarchy
Actions can be used to launch Hyperion product functions
Utilize smart lists as dimensions
Federate data across data sources
What Did Pinellas County Implement?

What?


OBIEE and BI publisher as Enterprise Wide Dashboard and reporting
tool including Hyperion
Converted Multidimensional Online Analytical Processing (“OLAP”) data
into Relational Online Analytical Processing (“ROLAP”)
Why Did Pinellas County Implement?

Why?
Essbase data was needed to provide complete
organizational view
 Increased ad-hoc reporting requirements
 OBIEE provided quicker user adoption
 Need for dynamic or interactive type analysis (actionable
intelligence)
 Provided richer content and visualization
 Provided common enterprise informational model
 Reduce IT Hardware costs by implementing Exalytics

How Did Pinellas County Implement?





Used Oracle Data Integrator (“ODI”) to reverse
engineer the metadata
Flattened the data to facilitate level based measures
Massaged the metadata to fit the dimensional
modeling
Used data export command to extract fact from the
cube
Created necessary indexes
Pinellas County Benefits
Cost Management
Improved Productivity
Enhanced Decision Making
Hardware
From 32 Servers to 2 Exalytics
Recurring Costs: 100k Net Savings
Customer Satisfaction
Increased Credibility
Performance
Improved all around performance
Software
S/w installed and configured by ACS.
Competitive
Enhanced Performance
Calculations from 7hrs to less than an hour
Efficiency in Backup,restructuring,cloning timing
Pluggable Devices
Flexible and easy integration with various devices
Maintenance Cost
Consolidated Patch Management
Totally supported by Oracle
Federation
Federated Data from various data sources
Applications
Oracle Scorecard and Strategy Management, OBIEE and
Planning
Operating Costs
No Additional Cost
Improved performance
Faster turnaround/Response time
Integrated systems
OBIEE and Hyperion
Network & Communication Costs
IGB to 40GB
Incident Management
Decreased Issues/Problems
Parallel processing
times 10 In-Memory DB, faster calculations, restructure,
faster planning cycle & reporting
Infrastructure Support Costs
Facilities, heating & Cooling etc.
SLA
High system availability
High Density Visualization
Trellis charts
Security Costs
Integrated Security
Faster Budget/planning cycle
Optimal Budgeting and Planning
Pinellas County Dashboards
Pinellas County
Dashboards
Cost Recovery Dashboard
Cost Recovery Dashboard
Cost Recovery Dashboard
Cost Recovery Dashboard
Pinellas BI Publisher Report
Pinellas BI Publisher Report
Lessons Learned







It is not enough to just know the tool, must also know data modeling
concepts.
Large amount of selection steps may be added when utilizing
Essbase which could hinder performance.
Business Intelligence is ever evolving, strategic planning for business
rollouts will enhance chances of success.
Rethink reports. Do not just ‘recreate’ reports in OBIEE. Oracle BI
Toolset and Data Warehouse Training prior to the implementation is
highly recommended
Clearly define achievable and measurable project success goals.
Leverage OOTB functionality where possible.
OBIEE and BI Publisher can produce financial reports. However,
Hyperion Financial Reporting is probably better suited to full fill this
need.
Project Team

Data Architect & ETL
ODI or Informatica Training
 Data Modeling Skillset


OBIEE Administrator


Attend Oracle OBIEE Administration Classes
OBIEE Report Developer
Attend Oracle OBIEE Dashboard and Report Classes
 Attend BI Publisher Classes


Essbase/Planning Architects

Attend Oracle Hyperion Planning and/or Essbase Classes
New OBIEE 11.1.1.7 Essbase Features

11.1.1.7






Essbase can be installed in conjunction with OBIEE server products
through OBIEE installer.
Certified with Exalytics PS3.
Shared provisioning between Essbase and OBIEE utilizing application
roles and policies
Execute OBIEE from within EPM Workspace using single sign on
Improved MS Office add-in for OBIEE with ability to author reports and
execute existing authored reports.
ODI as primary data integration tool
Questions and Answers
Vertical Edge
Not just another vendor, but an experienced
Partner.
Thank You
Gautham Sampath | Chief Technologist
Pinellas County Government
[email protected]
Contact Number: 727.403.3861
Corey Cain | OBIEE Practice Director
Vertical Edge Consulting Group
[email protected]
Contact Number: 952.381.5746
Thank You
For copies of this presentation, please contact:
Dean Collura (Director of Sales)
at 813.404.7527
or
[email protected]