PTS BI Apps Workshop - Day1

<Insert Picture Here>
Oracle Business Intelligence Applications

Technical Hands-on Workshop – Day 1
Workshop Goals
The PTS Oracle Business Intelligence Applications Workshop provides a

business and technical overview of the BI Applications platform as well as
an understanding for the different offerings.
Participants will be familiarized with the procedures needed to properly

install and configure the BI applications and gain substantial hands-on
experience using BI Application components including Informatica, Data
Warehouse Administration Console (DAC), Oracle BI Applications
Warehouse (OBAW), OBI EE Dashboards and OBI EE Answers in a
controlled lab environment
2
Agenda – Day 1
Start End Agenda Item

8:30 9:00 Breakfast
9:00 9:30 Welcome, Overview, and Introductions and Environment Setup Lab
9:30 10:00 Lab Environment Overview
10:00 11:00 Oracle BI Applications Overview
11:00 11:45 Oracle BI Applications Installation and Configuration Lab (Viewlet)
11:45 12:15 DAC Overview
12:15 1:00 Lunch
1:30 3:00 DAC (Order Management) Configuration Lab
3:00 5:30 DAC Execution (Order Management) – Warehouse Load Lab
3:30 4:30 Oracle Business Analytics Warehouse (OBAW) Overview
4:30 5:00 Oracle BI Applications – Order Management Analytics Overview
3
Agenda – Day 2
Start End Agenda Item

8:30 9:00 Breakfast / Questions & Answers (Review Day 1)
9:00 9:30 DAC Execution Review
9:30 10:30 Warehouse Load Confirmation Lab – BI EE
10:30 11:30 Informatica Overview Lab (Viewlet)
11:30 12:00 OBAW Customization Overview
12:00 12:30 Lunch
12:30 1:30 Informatica Lab – Custom ETL (Viewlet)
1:30 3:00 DAC Configuration Lab for Custom ETL
DAC Execution and Warehouse Load Confirmation Lab
3:00 4:30
(Custom ETL) – SQL*Plus
4:30 5:00 Workshop Wrap up / Evaluations
4
Workshop Site Information
5
Instructor and Workshop Participants
• Who are you?

• Name
• Company
• Role
• What is your prior experience?

• Business Intelligence
• Data Warehouse Design
• Database Design and Administration
• How do you expect to benefit from this course?
6
Oracle Platform Technology Solutions
BI and EPM Team Mission
We drive customer success by ensuring our partners:

1) Are aware of our product positioning and roadmaps,
2) Have adopted best practices and technical skills for
successful delivery of our products,
3) Can effectively scale the delivery of our products through
repeatable integrated solutions, centers of excellence, and
cost effective POCs.
7
Programmatic Investment for Partnership Success
OBI EE+ Enablement Consulting Services

• Webinars Successful • Architecture
• Hands-on Workshops • Design
• Center’s of Excellence • Build to self sufficiency
OBI EE+
Engagements
Repeatable Incremental
Solutions BI Factory
• Baseline Platform Reference • POC Sandbox
– e.g. Integration, LOB, etc. • OBI EE+ Demonstration
• Industry specific • Early Adoption Engagements
exploitations of platform to Insure Success
8
PTS OBI Workshops Available / Planned
SI Partner Technical Training
WORKSHOP NAME DURATION DESCRIPTION STATUS
Introductory Hands-On Technical

OBI EE+ & Essbase 1.5 Days AVAILABLE
Workshop
Advanced Essbase Technical

Essbase Advanced 2 Days AVAILABLE
Workshop
Architecture, Hands-on Labs,

OBI EE+ Advanced 2.5 Days AVAILABLE
Solution Puzzlers
BI Applications, Architecture, ETL,

OBI Applications 2 Days Metadata Mappings, Deployment AVAILABLE
Best Practices
9
Presentation & Lab Exercise:

Lab Environment
10
Setting up Lab Environment
• Pre-requisites
• 2 GB Memory
• 22 GB Free HDD space
• VMware installed (Player, Server or Workstation)
• Lab 0.1 Lab Environment and Installations – Main Steps
• Copy Virtual Machine (VM) files to hard drive:
– BIApps_Student_VM.part01.exe
– BIApps_Student_VM.part02.rar
• Uncompress VM: run BIApps_Student_VM.part01.exe
• Open VM in VMware Player, Server or Workstation
• Login to VM: oracle/oracle
• Duration: 1.5 Hours
11
Lab Environment Features
• The Base OS is Oracle Enterprise Linux 4 running inside

a VMware Virtual Machine
• Contains:
• Oracle 10g Database Release 2 Enterprise Edition
• Oracle BI EE 10.1.3.3.3
• Oracle BI Applications 7.9.5
• Informatica PowerCenter 8.1.1 SP4
12
Lab Environment Features
• All services except for the 10g Database require manual

start and stopping.
• This is to minimize strain on the virtual memory
allocation vice the actual physical memory of the Host
OS
13
Oracle 10g Release 2 Enterprise Edition
• Lives at:
/home/oracle/oracle/product/10.2.0/db_1/bin
• Useful tools
• DB Console (Oracle Enterprise Manager in a Web Browser)
• The ever reliable SQL*Plus
• The Database contains

• An Oracle E-Business Suite 11.5.10 subset Schema
• The OBAW – Oracle BI Applications Data Warehouse
• The DAC Repository Metadata Schema
• The Informatica Repository Metadata Schema
14
Oracle BI EE 10.1.3.3.3 and Oracle BI
Applications 7.9.5
• BI EE Lives at:
• /biapps/OracleBI and /biapps/OracleBIData
• BI Applications Live at:

• /biapps/OracleBI/DAC
15
Informatica PowerCenter 8.1.1 SP4
• Lives at:
• /biapps/Informatica
• In this version of Informatica PowerCenter the
Repository Server and Informatica Server have been
integrated into a single Informatica Service that runs two
subordinate services:
• Informatica Repository Service: This component manages the
access and update to the Repository content
• Informatica Integration Service: This component coordinates the
execution of workflows and related programmatic components
• The Administration Console runs under Tomcat and lives at:
/biapps/Informatica/PowerCenter8.1.1/server/tomcat/bin
16
What is not on the VM
• Oracle BI Applications DAC Client (in an official

supported capacity – it is there but it works “unofficially”)
• Informatica Client Tools
• Oracle BI EE Administration Tool
• All of the products listed above are Windows only at the

moment and unfortunately we are prevented from
distributing a Windows VMware Image.
17
Presentation:
Oracle BI Applications Overview
18
What Gartner is Saying
“Through 2009 there will be a swing
toward buying pre-packaged analytic
applications… (0.7 probability)”
Source: “Business Intelligence Scenario: Pervasive BI,” Gartner Symposium ITxpo 2006
19
Oracle is the Worldwide Leader
Oracle #1 in BI/Analytic Applications

BI Applications - IDC
Oracle “One of the most comprehensive

BI EE Suite and innovative BI platforms…”
- Gartner
Oracle #1 in DW Tools
Data Warehousing - IDC
20
BI Approaches: Tools
These steps These steps
These steps
require significant typically take a long
Tools & Build Approach require different
resources with time to perfect as
types of BI and specialized skills / knowledge of best
DW technology expertise practices is learned
Develop detailed understanding of operational data sources
Design a data warehouse by subject area
License an *ETL tool to move data from operational systems

No prebuilt content to this DW
Build ETL programs for every data source

Oracle BI Platform
License interactive user access tools
(custom metadata)
Research analytic needs of each user community
Oracle Build analytics for each audience
License / create information delivery tools

Siebel
Set up user security & visibility rules
Custom Built DW
SAP Custom Perform QA & performance testing
ETL
Manage on-
on-going changes/upgrades
Other
Sources
ETL= Execute, Transfer and Load Data
21
BI Approaches: Tools vs Applications
Tools & Build Approach Prebuilt BI Applications Approach
No prebuilt content Prebuilt BI Content
Oracle BI Platform Oracle BI Platform

(custom metadata) w/ Prebuilt Metadata
Oracle Oracle
Siebel Siebel
Custom Built DW
SAP SAP Prebuilt DW
Custom Prebuilt
ETL ETL
Other Other
Sources Sources
22
Oracle BI Applications
Multi-source Analytic Apps Built on BI Suite EE
Proactive
Interactive Reporting & Ad-hoc Detection Disconnected MS Office Web
Dashboards Publishing Analysis and Alerts Analytics Plug-in Services
Service & Order

Supply Human
Sales Contact Marketing Management Financials
Chain Resources
Center & Fulfillment
Oracle BI Apps • Common Enterprise Information Model

built on • Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
Oracle BI EE Suite • Based on industry and analytic best practices
IVR, ACD, CTI

Hyperion
Packaged Universal MS Excel
ETL Maps Adapters Other Data Sources
23
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel

Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans
Service & Order

Supply Human
Chain Resources
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Customer
Sales Team Resolution Product Cycle Time Procurement & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting
Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile
Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends
Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital
Other Operational
Prebuilt adapters: & Analytic Sources
Oracle BI Suite Enterprise Edition Plus

24
Pre-Built, Pre-Mapped, Pre-Packaged Insights
Example: Financial Analytics
1 Pre-built warehouse with more than 16 3 Pre-mapped metadata, including embedded
star-schemas designed for analysis and best practice calculations and metrics for
reporting on Financial Analytics Financial, Executives & other Business
Users.
• Presentation Layer
• Logical Business
Model
• Physical Sources
2 Pre-built ETL to extract data from hundreds 4 A “best practice” library of over 360
of operational tables and load it into the pre-built metrics, Intelligent Dashboards,
DW, sourced from Oracle EBS, PeopleSoft 200+ Reports and alerts for CFO, Finance
Enterprise, SAP R/3, and other sources. Controller, Financial Analyst, AR/AP
Managers and Executives
25
Speeds Time To Value and Lowers TCO
Build from Scratch Oracle BI

with Traditional BI Tools Applications
Training / Roll-out
Define Metrics Faster deployment

& Dashboards Lower TCO
Assured business value
DW Design
Training / Rollout Easy to use, easy to adapt

Define Metrics Role-based dashboards and thousands
Back-end & Dashboards of pre-defined metrics
ETL and DW Design Prebuilt DW design, adapts to your EDW
Mapping
Back-end Prebuilt Business Adapters for Oracle,
ETL and PeopleSoft, Siebel, SAP, others
Mapping
Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis
26
Rapid Deployments
6 weeks
6 weeks
9 weeks
10 weeks
12 weeks
3 months
3½ months
100 days
27
Oracle BI Apps 7.9.x
7.9.5 Now Available*
• Unified multi-source data model
• Enhanced user experience
• Data Warehouse Administration Console
• Expanded deployment options
• Support for Siebel CRM 6.x, 7.5.x, 7.7.x, 7.8.x, 8.0.x and 8.1*
• Support for Oracle EBS 11i8, 11i9, 11i10 and R12
• Support for PSFT 8.4 (Financials only), 8.8, 8.9* and 9.0*
• Support DB2 V8 on z/OS as both source and target database
• Support Teradata V2R6 as target database
• Support for Informatica 8.1*
• Enhanced security options
• PeopleSoft data security (enhanced)
• Oracle EBS data security (enhanced)
• Full localization
• Translation to 28 languages
28
Oracle BI Apps Roadmap
7.9
Unified enterprise data model
7.9.4
Certify Oracle EBS R12

Enhanced DAC Oracle BI Applications
Leverages OBI EE 10gR3 7.9.5
Translation to 15 languages Certify PSFT 8.9&9.0 / SEBL 8.1
7.9.1
Certify SEBL 8.0 adapter
Informatica 8.1 support
7.9.x
New Application Content
7.9.2
Profitability Analytics for OFSA
11gR2
Next Generation BI Apps
7.9.3
Certify PSFT Financials 8.4 / 8.8
Certify Additional Adapters
New Application Content
and PSFT HR 8.8 Oracle BI Apps for
FSPA Enhancements Fusion Applications
"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality 29
described remains at the sole discretion of Oracle"
Statement of Direction (1 of 2)
• Enhance Adapter Matrix

• Oracle EBS CRM v11i10 and R12– Sales and Service
• Enhance SAP Adapter
• Enhance Content matrix
• HR Enhancements – Benefits, Recruitment, Absenteeism,
Training
• Federal Financial Analytics
• Project Analytics – Accounting Only
• Fixed Asset Analytics
• Spend Analytics Enhancements
Statement of Direction (2 of 2)
• Build New/Extended Content

• Pricing Analytics
• Scheduling and Dispatch Analytics
• Marketing Loyalty Analytics
• Project Analytics – Resourcing
• Upgrade ETL Infrastructure
• Support for Oracle Data Integrator
ETL Adapter Support Summary
Operational Application (e.g. PeopleSoft HR) Supported
Human Supply Order Procurement
CRM Financials
Resources Chain Management & Spend
Not
EBS 12
Supported
EBS 11.5.10
EBS 11.5.9
Currently
EBS 11.5.8 shipping
PSFT 9.0 OBIA 7.9.5
PSFT 8.9
PSFT 8.8 ** SAP 4.6c
PSFT 8.4
supported in
OBIA 7.8.4
SAP 4.6c ** ** ** **
Universal
Siebel 8.1
Siebel 8.0
Siebel 7.8
Siebel 7.7 Not Applicable
Siebel 7.5
Siebel 6.3
Oracle BI Applications for Oracle eBusiness Suite
Certified for 11i8, 11i9, 11i10, R12
Oracle BI Application Oracle EBS module

Order Management Analytics Oracle Order Management
Oracle Financials (for Revenue)
Order Fulfillment Analytics Option Oracle Order Management

Oracle Discrete Manufacturing
(for Inventory)
Oracle Financials (for
Receivables and Revenue)
Inventory Analytics Oracle Discrete Manufacturing
Procurement and Spend Analytics Oracle Purchasing/Procurement

Supplier Performance Analytics Oracle iProcurement
Oracle Financials (Payables)
33
Oracle BI Applications for Oracle eBusiness Suite
Certified for 11i8, 11i9, 11i10, R12
Oracle BI Application Oracle EBS module

General Ledger & Profitability Analytics Oracle Financials
Payables Analytics (GL, Payables, Receivables)
Receivables Analytics
Human Resources Operations & Oracle Human Resources
Compliance Analytics
Human Resources Compensation Oracle Payroll

Analytics
34
Oracle BI Applications for Oracle Financial Services
Applications (OFSA)
Certified for 4.5
Oracle BI Application Oracle product

Financial Services Profitability Oracle Financial Services
Analytics Applications
35
Oracle BI Applications for PeopleSoft Enterprise
Certified for 8.4 (Financials only), 8.8
PeopleSoft Enterprise
Oracle BI Application
module
General Ledger & Profitability Analytics Financials (GL, Payables,
Payables Analytics Receivables)
Human Resources Operations & Human Resources
Compliance Analytics
Human Resources Compensation Payroll

Analytics eCompensation
36
Oracle BI Applications for SAP R/3 Applications
Certified for 4.6c*
Oracle BI Application SAP R/3 module

Order Management Analytics Sales & Distribution (SD)
Financial Accounting (FI) (for
Revenue)
Order Fulfillment Analytics Option Materials Management (MM) (for

Inventory)
Financial Accounting (FI) (for
Revenue)
* Support for version 4.6c is with the Oracle BI Applications version 7.8.4
37
Oracle BI Applications for SAP R/3 Applications
Certified for 4.6c*
Oracle BI Application SAP R/3 module

Inventory Analytics Materials Management (MM)
Procurement and Spend Analytics Materials Management (MM)

Supplier Performance Analytics Financial Accounting (FI)
General Ledger & Profitability Analytics Financial Accounting (FI)
Payables Analytics
* Support for version 4.6c is with the Oracle BI Applications version 7.8.4
38
Oracle BI Applications for Siebel CRM Applications
Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x
Oracle BI Application Siebel CRM Horizontal App

Sales Analytics Siebel Sales
Usage Accelerator Analytics Option
Service Analytics Siebel Call Center, Siebel Service, Siebel

Field Service
Marketing Analytics Siebel Enterprise Marketing
Marketing Planning Analytics Option Siebel Marketing Resource Management
Order Management Analytics Siebel Customer Order Management

(C/OM)
Partner Analytics Siebel Partner Relationship Management
39
Oracle BI Applications for Siebel CRM Applications
Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x
Oracle BI Application Siebel CRM Vertical App

Pharma Sales Analytics Siebel Life Sciences -
Pharmaceuticals
Pharma Marketing Analytics
Financial Institution Analytics Siebel FINS
Financial Retail Analytics

Consumer Packaged Goods Sales Analytics Siebel Consumer Goods
Case Management Analytics Siebel Public Sector
Case Investigations Analytics Option
Benefits Management Analytics Option
40
Oracle BI Applications with Universal Adapters
Oracle BI Application
All BI Applications now have Universal Adapter support,
including CRM, which was previously unsupported
41
Architecture
42
Oracle BI Applications Architecture
Role Based Dashboards
Analytic Workflow
Oracle BI
Dashboards by Role Presentation Guided Navigation
Services
Reports, Analysis / Analytic
Security / Visibility
Workflows Alerts & Proactive Delivery
Administration
Metrics / KPIs Logical to Physical Abstraction Layer
Metadata
Oracle BI Calculations and Metrics Definition
Logical Model / Subject Areas
Server Visibility & Personalization
Physical Map Dynamic SQL Generation
Data Warehouse /
Data Model Abstracted Data Model
Direct Conformed Dimensions
Access to Load Process
Heterogeneous Database support
DAC
Source
Data Staging Area ETL Database specific indexing
Extraction Process
Highly Parallel
Multistage and Customizable
Deployment Modularity
Oracle SAP R/3 Siebel PSFT EDW

Other
Federated Data Sources 43
General Packaging & Integration Points
• Analytic applications support multiple

Dashboards by Role
Oracle BI
Presentation
source systems and data types
Services • Oracle
Workflows • PeopleSoft
Administration
• Siebel
Metrics / KPIs
Metadata
• SAP
Oracle BI
Server • Out of the box Business Adapters that
Physical Map support for Oracle, PeopleSoft, Siebel,
and SAP applications
Data Warehouse /
Data Model • Universal Adapters to support other
Direct
Access to Load Process source systems
DAC
Source
Data Staging Area ETL
• JD Edwards
Extraction Process
• Legacy
• IVR, CTI, ACD

Other
Example of ETL Adapter
Business Component for Oracle EBS Purchase Order Lines Fact
• Reusable and part of extract mapping

• Isolates customers from dealing with source system complexity
Mapplet output to
Oracle EBS PO Source Source Expression
Extract Mapping
Tables Qualifier Transformation
45
ETL Overview
• Three approaches to accessing / loading
source data
Oracle BI
Dashboards by Role Presentation
• Batch ETL (Full or Incremental)
Services • Micro ETL or Trickle Feed ETL
Workflows
• Direct access to source data from Oracle BI
Server
Administration
• ETL Layered architecture for extract,

Metrics / KPIs universal staging and load
Metadata
Oracle BI • Provides isolation, modularity and extensibility
Server • Ability to support source systems version
changes quickly
Physical Map
• Ability to extend with additional adapters
Data Warehouse / • Slowly changing dimensions support
Data Model • Architected for performance
Direct
Load Process
• All mappings architected with incremental
Access to extractions
DAC
Source
Data Staging Area ETL • Highly optimized and concurrent loads
• Bulk Loader enabled for all databases
Extraction Process
• Data Warehouse Administration Console
(DAC)
• Application Administration, Execution and
Monitoring
Other
Data Extraction and Load Process
Oracle
Business Analytics
Warehouse (OBAW)
(OBAW)
Source Dependent Extract (SDE)
Load
Source-specific and Universal
Business Adapters Source Independent Layer
Expose simplified business
entities from complex source
systems Staging Tables
Converts source-specific data to
universal staging table format
Lightweight and designed for Source Dependent Extract
Extract
performance, parallelism
Power Power
Extensible Connect Connect
SQL
SQL
SQL
ABAP
SQL
App Layer
App Layer
Siebel
Oracle Other
OLTP
PeopleSoft SAP
47
Example of ETL Adapter…Contd.
Source Dependent Extract (SDE) mappings
for Purchase Order Lines Fact
• Allows to keep all source specific logic in the extract layer
• Allows to keep data extracts separate from data loads
Oracle EBS
Business Component Expression Source Adapter Universal Staging

Mapplet (for PO Fact)
Fact) Transformation Mapplet Table
Universal Source
Flat File Source (for PO Source Expression Universal Staging

fact)
fact) Qualifier Transformation Table 48
Data Extraction and Load Process
Business Analytics
Warehouse
Source Independent Layer (SIL)
Load
Encapsulates warehouse load
logic Source Independent Layer
Handles:
Slowly changing dimensions
Staging Tables
Key lookup resolution /
surrogate key generation
Insert/update strategic
Source Dependent Extract
Extract
Currency conversion
Power Power
Connect Connect
Data consolidation SQL
SQL
SQL
ABAP
SQL
Uses Bulk Loaders on all db
platforms
App Layer
App Layer
Siebel
Oracle Other
OLTP
PeopleSoft SAP
49
Example of ETL Adapter…Contd.
Source Independent Load (SIL) mapping for
Purchase Order Lines Fact
• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)
• Provides the ability to deliver new adapters quickly
• Helps customers to add new legacy sources easily with minimum efforts
Universal Staging Expression Source Independent W_PURCH_ORDER_F

Table Transformation (SIL) Mapplet Data Warehouse Table
50
Data Warehouse Administration Console (DAC)
Strong Competitive Differentiator
• DAC is a metadata driven administration and

deployment tool for ETL and data warehouse objects
• For warehouse developers and ETL Administrator
• Metadata driven “ETL orchestration tool”
• Application Configuration
• Execution & Recovery
• Monitoring
• Allows:
• Pin-point deployment
• Load balancing / parallel loading
• Reduced load windows
• Fine-grained failure recovery
• Index management
• Database statistics collection
51
Physical Data Model Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI
Server • Integrated enterprise-wide data
Physical Map warehouse built with conformed
dimensions
Data Warehouse /
Data Model • Allows modular deployment
Direct
Load Process
• Lowest grain of Information
Access to
Prebuilt Aggregates to support
DAC
Source •
navigation from Summary to
Extraction Process details
• Tracks historical changes
• Implemented and optimized for
Oracle, SQL Server, IBM
Other
UDB/390, Teradata
Oracle BI Apps: Selected Key Entities
Unified multi-source data model
Sales Call Conformed
ConformedDimensions
Sales CallCenter
Center Dimensions
Opportunities ACD Customer
Opportunities
Quotes ACDEvents
Events Customer
Quotes Rep Activities
Rep Activities
Products
Products
Pipeline Contact-Rep Suppliers
Pipeline Contact-RepSnapshot
Snapshot Suppliers
Order Targets and Benchmark Cost
CostCenters
OrderManagement
Management Targets and Benchmark
IVR
Centers
Sales
SalesOrder
OrderLines
Lines IVRNavigation
NavigationHistory
History Profit Centers
Profit Centers
Sales Internal
InternalOrganizations
SalesSchedule
ScheduleLines
Lines Service
Organizations
Bookings
Bookings Service Customer
CustomerLocations
Locations
Pick Service
ServiceRequests
PickLines
Lines Requests Customer Contacts
Customer Contacts
Billings Activities GL
Billings
Backlogs
Activities
Agreements GLAccounts
Accounts
Backlogs Agreements Employee
Employee
Marketing Workforce Sales
SalesReps
Reps
Marketing Workforce Service
Campaigns
Campaigns Compensation
Compensation ServiceReps
Reps
Responses Employee Partners
Responses
Marketing EmployeeProfile
Profile Partners
MarketingCosts
Costs Employee Events
Employee Events Campaign
Campaign
Offers
Offers
Supply
SupplyChain
Chain Pharma
Purchase Pharma Employee
EmployeePosition
Position
PurchaseOrder
OrderLines
Lines Prescriptions
Prescriptions Hierarchy
Purchase
PurchaseRequisition
RequisitionLines Syndicated Hierarchy
Purchase Order
Lines
Receipts SyndicatedMarket
MarketData
Data Users
Purchase Order Receipts Users
Inventory
InventoryBalance
Inventory
Balance Financials
Financials
InventoryTransactions
Transactions Modular
Financial
FinancialAssets
Assets ModularDWDWData
DataModel
Modelincludes:
includes:
Insurance
InsuranceClaims ~350 Fact Tables
Finance
Finance
Claims ~350 Fact Tables
Receivables ~550
Receivables
Payables Public
PublicSector
Sector ~550Dimension
DimensionTables
Tables
Payables Benefits ~5,200 prebuilt Metrics
General
GeneralLedger
Ledger Benefits
Cases
~5,200 prebuilt Metrics
COGS
COGS Cases (2,500+
(2,500+are
arederived
derivedmetrics)
metrics)
Incidents
Incidents ~15,000 Data Elements
Leads
Leads ~15,000 Data Elements
53
Server Repository Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI • Multi-layered Abstraction
Server
• Prebuilt Metrics/Dimensions
Physical Map
• Prebuilt hierarchy drills and cross
Data Warehouse / dimensional drills
Data Model
Direct
• Prebuilt Aggregate navigation
Load Process
Access to • Multi-pass complex calculated
DAC
Source
Data Staging Area ETL Metrics / KPIs
Extraction Process • Federation of queries
• Visibility & Personalization
• Prebuilt Security inherited from
Oracle EBS, PeopleSoft, Siebel
Oracle SAP R/3 Siebel PSFT EDW CRM
Other
OBI EE Plus Vs OBI Applications
Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications –Prebuilt Metadata
55
OBI Applications – Prebuilt Metadata
Inventory Compound Metrics: Inventory Turns Example
56
Dimensions
57
Hierarchies – Plant Location Example
58
Web Catalog Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI
Server
Physical Map
• Role based dashboards
• Prebuilt Reports/Dashboards
Data Warehouse /
Data Model • Guided Navigation
Direct
Load Process
• Conditional navigational links
Access to
• Analytic Workflows
DAC
Source
• Alerts
Extraction Process
• Highlighting
• Action Links to Oracle EBS,
PeopleSoft, Siebel CRM
Other
Example of Role Based Dashboard
Order Management Overview Dashboard
Dashboard
Pages
Roles
Performance
Measures
Highlighting
Conditional Navigation
Guided
Navigation Flexible
View Selectors
Reports based on Prebuilt

Multiple Sources Reports
60
More than just Dashboards & Reports
• Guided Navigation
• Enables users to quickly navigate a standard path of
analytical discovery specific to their function and role
• Enhances usability and lowers learning curve for new users
• Conditional Navigation
• Appears only when conditions are met and alerts users to
potential out of ordinary conditions that require attention
• Guides users to next logical step of analytical discovery
61
Example of Inventory Analytics Workflow
Business
Objectives / Reduce Inventory
Issues
Is Inventory Turns Is Days of Supply

on target? on target?
Is Inventory Balances
Is Sales declining?
trending up?
• Business Function:
Inventory
What are the Top 10
Gain Is Cost of Goods sold
Products by
increasing
• Role:
Insights Inventory Value? Inventory Manger
• Objectives:
What is the Sales Trend Drill to
for these products Sales Backlogs/ • 1) Reduce Inventory
Bookings • 2) Increase working
capital
What are the Plants holding
these inventories
Identify top 5 plants with

highest inventory and
Take Action cut back production
62
Analytic Workflows – Inventory Analytics
Business
Objectives / Reduce Inventory
Issues
Drill t
Is Inventory Turns
on target??
o Det
Is Inventory Balances
trending up?
ail
Gain What are Top 10 Products
Insights By Inventory Value?
What is the Sales Trend

for these products
Drill to Inventory Location

Details
Target Efforts to reduce

Take Action the inventory
63
Tight Integration with Oracle Applications
Action Links navigate from analytical to operational
• Action Links
• Seamless navigation from analytical information to transactional
detail while maintaining context within Oracle EBS, Siebel CRM,
and PeopleSoft Enterprise
64
Deployment Options
• Standalone Dashboards
• Portal integration via JSR-168/WSRP
• Embedded Directly in Oracle EBS
65
66
67
68
69
Oracle BI Applications Process Flow
70
71
Lab Exercise:
Installation and Configuration
(Viewlet)
72
Installation and Configuration (Viewlet)
• Lab 1.1 Installation and Configuration – Main Steps

• Run installation and configuration viewlet:
– Open Labs folder
– Run install_config_viewlet_viewlet_swf.html file
• Simulates installation of Oracle BI Applications

• Includes Informatica
• Simulates typical configuration steps
• Duration: 45 minutes
For more information on installing and configuring Oracle BI Applications,

refer to the Oracle BI Applications Installation and Configuration Guide
located on the DVD in the BI_Apps_795_Docs folder
73
74
Presentation & Lab Exercise:

Data Warehouse Administration
Console (DAC) Overview
75
Data Warehouse Administration Console (DAC)
Overview
• DAC complements the Informatica ETL platform
• Subject areas and execution plans
• Load balancing / parallel loading
• Ability to restart at any point of failure
• Phase-based analysis tools for isolating
ETL bottlenecks
• Three parts to DAC
• DAC client - interface for management
and configuration, administration and
monitoring of data warehouse processes.
• DAC server – executes commands from
the DAC client, manages data warehouse
processes including loading of the ETL
and scheduling execution plans.
• DAC Repository - Stores the metadata (semantics of the Oracle
Business Analytics Warehouse) that represents the data warehouse
processes.
76
ETL Process Flow
1. Administrator initiates ETL in DAC client

2. DAC server issues ETL tasks
• Informatica-related ETL tasks are issued against Informatica server
3. Informatica server accesses workflows in Informatica repository
4. Informatica server processes the workflows
5. Data is extracted from the transactional database(s)
6. Data is transformed and then loaded in OBAW
77
DAC Objects
• Source system containers

• Hold repository objects that correspond to a specific source system.
• EBS, Peoplesoft, Siebel, SAP
• Execution plan
• A data transformation plan defined on subject areas and is comprised of
the following: ordered tasks, indexes, tags, parameters, source system
folders, and phases.
• Subject area
• A logical grouping of tables related to a particular subject or application
context
• Task
• A unit of work for loading one or more tables. A task comprises the
following: source and target tables, phase, execution type, truncate
properties, and commands for full or incremental loads. When you
assemble a subject area, the DAC automatically assigns tasks to it.
78
DAC Overview Lab
• Lab 1.2 DAC Overview – Main Steps

• Start services on VM
– Informatica repository and server
– DAC server and client
• Familiarize with DAC layout and features

• DO NOT close and shutdown at the end of the lab
• Duration: 30 minutes
For more information on DAC, refer to the Oracle BI Applications

Data Warehouse Administration Console Guide
79
80
Lab Exercise:
DAC Configuration for Order
Management
81
DAC Configuration Lab
• Lab 1.3 DAC Configuration – Main Steps

• Configure DAC for the Order Management application
– Create new Source System Container
– Create Execution Plan
– Modify parameters
• Gotchas
– Ensure dates are correct
– Case sensitive, watch for misspellings
• Duration: 1.5 hours
For more information on DAC, refer to the Oracle BI Applications

Data Warehouse Administration Console Guide
82
83
Lab Exercise:
DAC Execution for Order
Management – Extraction & Load
84
DAC Execution Lab
• Lab 1.4 DAC Execution (OM) – Main Steps

• Run Execution Plan from previous lab
• Monitor progress
• Error procedure
• Allow run to complete even if you see a failed task
• Check parameters in previous lab for incorrect dates and
misspellings
• If dates were wrong or errors persist, truncate data warehouse
tables and redo previous lab before re-running Execution Plan
– See step 2 in Post Workshop Lab: VM Image Reset and
Environment Migration
• Duration: 2.5 hours
85
86
Presentation:
Oracle Business Analytics
Warehouse (OBAW) Overview
87
BI Application Data Model Features
• Dimensional Modeling – Model designed for Analytics

and Reporting
• Maintain Aggregation – Store summary data for better
performance
• Universal Data Warehouse and Staging
• Multiple Source – Data Source Num and Warehouse
Code Standardization
• Transaction data stored in most granular fashion
• History Tracking – Slowly Changing Dimension support
88
BI Application Data Model Features
• Dimension Hierarchy tables – Flatten Tree Hierarchies

from OLTP
• Enforce Conforming Dimension Tables
• Multiple Currency Support
• Multiple Calendar Support
• Implemented and optimized for Oracle, SQL Server,
DB2, Teradata
89
Star Schema
• Is a denormalized format that is more effective for

query processing
• Is populated by ETL processes
• Is composed of
• One fact table
• A set of dimension tables
• The joins that relate the dimension tables to the fact table
90
Selected Star Schemas in OBAW
91
Fact Tables
• Are central tables in star schema

• Typically contain numeric measurements
• It has multiple joins to the dimension tables surrounding
it
• Transaction data stored in most granular fashion
• Are identified with suffix _F
92
Dimension Tables
• A surrogate key (ROW_WID) for each dimension table

is generated during the ETL process.
• ROW_WID is a numeric column, which is used to join to
fact tables
• In some cases, the ROW_WID is shared between the
dimension and dimension hierarchy tables
• In every dimension table, the ROW_WID value of zero
is reserved for unspecified
• Are identified with the suffix _D
93
Aggregate Tables
• Detail level facts are Base Fact Table

summarized DayTime_ID
• Can dramatically improve Store_ID
5 Million Rows
query performance Customer_ID
• Identified with the suffix _A Sales_$
• Use Rolled-up Dimensions
• Dimensions created from base
dimension tables
• Examples: Aggregated Table
• W_GEO_D Month_ID
100,000 Rows
Region_ID
Customer_Category_ID
Sales_$
94
Aggregate Tables
• OBAW contains pre-built

aggregate tables
95
Staging Tables
• Normally populate with the incremental data from transactional

database
• Always truncate after each load
• Are loaded by the extract (SDE) process
• A single table may be populated by one or more SDE processes during
a ETL run
• Are the source tables for load (SIL) process
• The staging table in BI Apps is independent of source data and
closely resembles the structure of the data warehouse tables
• Universal adapters are available to load the staging tables
• Are identified with the suffix _DS, _FS, _DHS
96
Slowly Changing Dimension
Problem Definition
• The attributes of a dimension may change overtime, but

changes are not frequent. For example, the marital
status of your employees or customers.
• Here are the industry standard ways to handle this
problem:
• Type 1: Overwrite the dimension record with the latest values,
therefore losing history
• Type 2: Create a new dimension record for the new values
• Type 3: Create a new field in the dimension table to hold both
the current and the previous values
97
Slowly Changing Dimension Support
• Slowly changing dimension Type II can be

enabled/disabled at a per dimension basis using the
parameter $$TYPE2_FLG
• Every new record in the dimension will have the
surrogate key generated in the data warehouse
• The fact table join to the specific dimension record that
is effective at the time of the transaction
• Out of the box, certain dimensions are enabled for
slowly changing
• Only a small set of columns are considered historically
significant. Customization is required to add or remove
columns
98
Conforming Dimensions
• A dimension is used to describe the measures in the

fact table. A conformed dimension is a dimension that
can be used to describe multiple facts table and the
dimension has exactly the same meaning and context
when being referred from different fact tables
For example, a customer dimension may be used with
the sales fact as well as with the service fact.
• Conforming dimensions is a way to enable drill across
information
99
Conforming Dimensions
• Fact tables share the same dimension tables

• Conforming across CRM & ERP
• Conforming across Multiple Sources
• Ensure Cross Fact Analysis
Dimension Fact Dimension
Dimension Fact Dimension
100
Conformed Dimensions
• Time Dimensions
• Customer Dimensions
• Product Dimensions
• Supplier Dimensions
• Internal Organization Dimensions
• Employee Dimensions
• Business Location Dimensions
• Accounts Dimensions
• GL Account
• Cost Center
• Profit Center
101
Time Dimensions
DIMENSION PHYSICAL TABLES DESCRIPTION
• W_DAY_D, W_MONTH_D, • Store the date and Gregorian

• Date
W_QTR_D, W_YEAR_D calendar hierarchy information
• Store the fiscal calendar
hierarchy information
• W_FSCL_WEEK_D,
• These dimension tables are
W_FSCL_MONTH_D,
• Fiscal mainly used in Financial
W_FSCL_QTR_D,
subject area
W_FSCL_YEAR_D
• Aggregate facts against these
tables
• Store the time interval at the
• Hour of the Day • W_HOUR_OF_DAY_D
granularity of seconds
• Store the hours of a day
• Time of the Day • W_TIME_OF_DAY_D
• One record per hour
• Marketing Period
• W_PERIOD_D,
• Period • Not a conformed dimension
W_PERIOD_DH
today
102
Account Dimensions
DIMENSION PHYSICAL TABLES DESCRIPTION
• Stores information of all

General Ledger accounts and
• GL Account • W_GL_ACCOUNT_D account hierarchy such as GL
Account Number, Name,
Account Group etc.
• Stores profit center
• W_PROFIT_CENTER_D
• Profit Center information such as Number,
• W_IERARCHY_DH
Name and Hierarchy etc.
• Stores cost center information
• W_COST_CENTER_D
• Cost Center such as Number, Name and
• W_HIERARCHY_DH
Hierarchy etc
103
Multiple Currency Support
• Data model stores multiple currencies in each fact

• Document Currency - Actual Transaction Currency
• Local Currency - Local Country / Region Currency
• Global Currency - Corporate Reporting Currency
• Support for different exchange rate types through ETL
configuration
• Corporate
• User
• Global currency code and rate types are configured in
DAC under the source system parameters tab
• Currency conversions are done as part of ETL
104
Multiple Calendar Support
• Supports Gregorian and Fiscal hierarchies out of the box

• Configuration to support multiple fiscal hierarchies
depending on user profile
• Requires Initialization block to read user profile
• Dynamically use the appropriate calendar table
• For Example, Siebel OnDemand implementation
supports twelve fiscal calendars
105
Multi-Source Load
• INTEGRATION_ID: Stores the primary key or the

unique identifier of the record from the OLTP
• The transaction sources may use the same ID for identifying
different objects which may share the same target table
• DATASOURCE_NUM_ID: Source the data source from
which the data is extracted.
• All warehouse tables have the DATASOURCE_NUM_ID as part
of the unique user key
• OOTB, it is used in resolving the FK from fact to dimension
• The value is predefined in DAC for each physical data source
• However, it is possible to have multiple instances of the same
OLTP source system. A different data source number can be
assigned for each OLTP instance.
106
Incremental Extraction and Load
• A variety of strategies used to optimize incremental extracts and
loads
• Overall Philosophy – Extract incrementally if possible, else load
incrementally
• Siebel Source
• Use a combination of a date window and rowid comparisons
• Oracle
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• SAP
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• Certain dimensions are fully extracted and but updates on
target are controlled
• PeopleSoft
• Use a date window and last update dates for extraction
wherever possible
107
OBAW Data Model Reference
https://metalink3.oracle.com/od/faces/secure/km/DocumentDisplay.jspx?id=578880.1
Metalink3 > Knowledge Tab > Business Intelligence category > Data Model Reference > Oracle
Business Analytics Warehouse Data Model Reference, Version 7.9.5 (Doc ID 578880.1)
108
109
Presentation:
Oracle BI Applications – Order
Management Analytics Overview
110
Sales Process – Scenario for Selling Computers
Unsched
Lead Oppty Order Booking
Backlog
There is a person There is a person That person calls Company reviews The factory needs
in the world who in the world who the company and the order for to build/assemble/
wants to buy a wants to buy a requests a correctness and asks find this computer.
computer computer – THAT computer. An the factory to
my company order is placed as ‘fulfill’ the order.
builds shown below. That moment is the
This is the Order Book Date and the
Date. order is considered
unscheduled
backlog.
Booking
Order # abc123
Computer $ 600 Booked
Booked List Discounted
Speakers $ 100 Amount Unscheduled Backlog
Amount
Monitor $ 300 Unscheduled
Backlog Amount
Total $ 1,000 Computer $ 600 $ 540
Computer $ 540
Discount 10%
Speakers $ 100 $ 90 Speakers $ 90
Total Order Amount $ 900
Monitor $ 270
Monitor $ 300 $ 270

Order #abc123 $ 900
Order #abc123 $ 1,000 $ 900
111
Sales Process – Scenario Selling Computers
continued…
Sched. Picked Invoice Account
Cash
Item Item Item Receiv.
The factory The factory The customer The company is now The company
schedules the build completes the receives the awaiting payment receives payment
/assembly of the computer and it is computer and the from the customer for the computer.
computer to be picked from the ‘bill’ – or invoice for the computer The date the
completed on a warehouse and for the amount of (receivable.) The # company receives
specific date. This shipped. This date the computer. The days b/w the Invoice payment is the
date is the is the Pick Date. date the invoice is Date and Payment Payment Date.
Promised Date. An On-time pick is sent to customer is Date = Days Sales
one where Pick Invoice Date. Outstanding (DSO)
Date = Promised
(Plan Pick) Date.*
Scheduled Backlog Picking Invoice Account Receivable

Scheduled Total Picked Invoice List Net Invoiced Closing Group
Backlog Amount Amount Amount Amount
Amount
Computer $ 540 Computer $ 600 $ 540 Customer
Computer $ 540 A $ 900
Speakers $ 90 Speakers $ 100 $ 90
Speakers $ 90
Monitor $ 270 Monitor $ 300 $ 270
Monitor $ 270
Order Order
Order #abc123 $ 900 #abc123 $ 1,000 $ 900
#abc123 $ 900
112
Order to Cash: Business Problems
• Data for entire Sales Process (Lead to

Order received Order built
Cash) is kept in multiple systems, which Order invoiced
makes it either too difficult or
impossible to analyze all the data
together
• Lack of integrated view of Sales Orders Order verified
demand, Inventory availability and for accuracy Order picked Invoice paid
account receivables status Or not
• Disparate information systems make
aggregated view difficult
• Lack of single version of truth – Which Finance accepts it
Order shipped
version is the right one? Or not
• Rapidly developing product lines with

high opportunity to up-sell / cross-sell
but inability to get the sales force to Customer
effectively cross or up-sell Order scheduled accepts the order
Or not
• Inability to accurately forecast
• No early warning systems to detect
business deviations
The more quickly and accurately an organization
executes this process, the more efficiently it runs.
113
Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel

Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans
Service & Order

Supply Human
Chain Resources
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Customer
Sales Team Resolution Product Cycle Time Procurement & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting
Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile
Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends
Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital
Other Operational
Prebuilt adapters: & Analytic Sources
Oracle BI Suite Enterprise Edition

114
Oracle Order Management and Fulfillment Analytics
Pre-built warehouse with 20 star-schemas 3 Pre-mapped metadata, including embedded

1 designed for analysis and reporting on sales, best practice calculations and metrics for the
fulfillment and receivables data. sales organization.
Presentation Layer
16 Subject Areas
Logical Business Model
20 Fact and 50 Dimension
Tables
2 Pre-built ETL to extract data from operational 4 A “best practice” library of pre-built
tables and load it into the DW, sourced from intelligence dashboards, reports and alerts
EBS, Siebel and SAP and other legacy for sales representatives, analysts, managers
sources. and executives
Business Analytics
Warehouse
ETL &
Business
CRM Financial HR OM Adapters Legacy Legacy
POS Inventory
Operational Systems OM
Other Supply Chain Systems
115
Oracle Order Management & Fulfillment Analytics
Sales Order Lines
Sales Example Metrics

SalesOrder
Order Cust.
Cust.Location
Location
Details Sold to / Ship to /
Sold to / Ship to / • # of Cancelled Order Lines
Details Bill to
Bill to • # of Customers
• # of First Customers
Employee
Employee Sales • # of Order Lines
SalesChannel
Channel • # of Orders
• # of Products
• # of Returned Order Lines
Customers Sales Order Products • % Order Discount
Customers Products
Mfg / Sales /
Mfg / Sales / • Average # of Products per
Lines Supplier
Supplier Order
• Average Order Size
Locations
Locations
Sales Plant / Mfg • Cancelled Amt / Qty
SalesOrgs
Orgs Plant / Mfg
Ship / Storage • Orders to Booking Close Rate
Ship / Storage
• Outstanding Booking Amt /
Qty
EAI • Total Ordered Amt / Qty
Payment
ETL
Payment Date
Date
Terms • Total Return Amt / Qty
Terms
Features
Includes 27 logical dimensions and 33 out of the box metrics
Provides ability to do detailed analysis of sales order lines
Data stored at transaction grain and at line level 116
Value of Oracle Order Management and
Fulfillment Analytics
• Provide single, reliable version of the truth that enables monitoring of
entire business process from Order to Cash
• Offer the ability to accelerate the Order Management cycle and
Revenue Recognition through more effective order management,
fulfillment and receivables management
• Eliminate Order Management bottlenecks and increase on-time
delivery, and customer satisfaction by getting insight on problem
areas in inventory and credit collection
• Expedite sales cycles by providing the ability to do detailed
operational and financial backlog analysis
• Improve order capture, fulfillment and receivables closure process by
providing every individual with relevant, complete, contextual
information that is tailored specifically to their role
117
Oracle Order Management and Fulfillment Analytics
Complete solution for gaining insight into the Order to Cash process
Order Management Analytics

Foundation application module that provides insight into critical Order
Management business processes and key information, including Orders, Invoices,
Sales Effectiveness and Customer Reports.
Order Fulfillment Analytics

Provides complete analysis of every step in the back-office Sales Cycle from
Order to Cash, enabling companies to respond more quickly to unfulfilled
orders, outstanding receivables and resolve them before they become critical.
…add Oracle Sales Analytics for complete Contact to Cash
Oracle Sales Analytics

Analyze pipeline opportunities and forecasts to determine actions required to meet
sales targets. Determine which products and customer segments generate the
most revenue and how to effectively cross-sell and up-sell. Understand which
competitors are faced most often and how to win against them.
118
Analytic Workflows – Order Management Analytics
Business Manage Order

Objectives / Management performance
Issues
Is Order Fulfillment Is Sales Cycle Time
on target? on target?
Is Cumulative Invoice Is Cumulative Order

Revenue Trending up? Revenue Trending up?
• Business Function:
What is the trend of
Order Management
How much order revenue is
Gain in highest fulfillment lag? Average Order Size? • Role:
Insights Director, Sales Operations
• Objectives:
What is the trend of Order
Which products have the
Revenue by Channel and
• Optimize Order
highest fulfillment lag? Fulfillment
Customer Category
• Reduce Sales Cycle
Drill to Current Backlog Time
and Inventory by Product How much are my
Top Customers ordering?
Create more Inventory

Take Action of Products in demand
119
Analytic Workflows – Order Management Analytics
Business
Manage Order
Objectives /
Management performance
Issues
Is Order Fulfillment
on target?
Is Cumulative Invoice
Revenue Trending up?
Drill t
Gain How much order revenue is
o Det
Insights in highest fulfillment lag?
Which products have the
ail
highest fulfillment lag?
Drill to Current Backlog

and Inventory by Product
Create more Inventory

Take Action of Products in demand
120
Oracle Order Management Analytics
Sample Order Management Analytics Metrics

Order Management Metrics Order Fulfillment Metrics
• # of Orders • Outstanding Booking Quantity

• Total Ordered Amount • Outstanding Booking Amount
• Total Invoiced Amount • Number of Outstanding Bookings
• Cancelled Amount • Financial Backlog Amount
• Total Return Amount • Operational Backlog Amount
• Order To Ship Days Lag • Hold Volume Rate
• Ship To Invoice Days Lag • Available Inventory
• Order To Invoice Days Lag • Blocked Inventory
• # of New Customers • Total Open RMA Value
• # of Lost Customers • Total AR Due and Overdue Amount
• # of Active Customers • Credit Limit Used %
• Quarter Ago Total Ordered Amount • AR Overdue Items To Total %
• Company Average Order Size • Average Order Size
• Company % Order Discount • Orders To Booking Close Rate
Sample Pre-Built Dashboards

VP Sales OM Manager Receivables Manager Sales Rep
• Revenue • Effectiveness • A/R • Customer
• Forecast • Fulfillment • Revenue • Sales Cycle
• Backlog • Backlog • Forecast • Fulfillment
• Sales Cycle • Exception • Overview • Effectiveness
121
122

PTS BI Apps Workshop - Day1

Caricato da

Informazioni sul documento

Descrizione originale:

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

PTS BI Apps Workshop - Day1

Caricato da

Copyright:

Formati disponibili

<Insert Picture Here>

Oracle Business Intelligence Applications

The PTS Oracle Business Intelligence Applications Workshop provides a

Participants will be familiarized with the procedures needed to properly

Start End Agenda Item

Start End Agenda Item

• Who are you?

• What is your prior experience?

• How do you expect to benefit from this course?

We drive customer success by ensuring our partners:

OBI EE+ Enablement Consulting Services

WORKSHOP NAME DURATION DESCRIPTION STATUS

Introductory Hands-On Technical

Advanced Essbase Technical

Architecture, Hands-on Labs,

BI Applications, Architecture, ETL,

Presentation & Lab Exercise:

• The Base OS is Oracle Enterprise Linux 4 running inside

• All services except for the 10g Database require manual

• The Database contains

• BI Applications Live at:

• Oracle BI Applications DAC Client (in an official

• All of the products listed above are Windows only at the

Oracle #1 in BI/Analytic Applications

Oracle “One of the most comprehensive

Develop detailed understanding of operational data sources

Design a data warehouse by subject area

License an *ETL tool to move data from operational systems

Build ETL programs for every data source

Oracle Build analytics for each audience

License / create information delivery tools

No prebuilt content Prebuilt BI Content

Oracle BI Platform Oracle BI Platform

Service & Order

Oracle BI Apps • Common Enterprise Information Model

IVR, ACD, CTI

Comms Complex Consumer Financial High Insurance Life Public Travel

Service & Order

Oracle BI Suite Enterprise Edition Plus

Build from Scratch Oracle BI

Define Metrics Faster deployment

Training / Rollout Easy to use, easy to adapt

• Enhance Adapter Matrix

• Build New/Extended Content

Certified for 11i8, 11i9, 11i10, R12

Oracle BI Application Oracle EBS module

Order Fulfillment Analytics Option Oracle Order Management

Procurement and Spend Analytics Oracle Purchasing/Procurement

Certified for 11i8, 11i9, 11i10, R12

Oracle BI Application Oracle EBS module

Human Resources Compensation Oracle Payroll

Certified for 4.5

Oracle BI Application Oracle product

Certified for 8.4 (Financials only), 8.8

Human Resources Compensation Payroll

Certified for 4.6c*

Oracle BI Application SAP R/3 module

Order Fulfillment Analytics Option Materials Management (MM) (for

Certified for 4.6c*

Oracle BI Application SAP R/3 module

Procurement and Spend Analytics Materials Management (MM)

Certified for 6.3, 7.5.x, 7.7.x, 7.8.x, 8.0.x

Oracle BI Application Siebel CRM Horizontal App