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  • How to Visualize your Audit Data with BI Publisher?

    - by kanichiro.nishida
      Do you know how many reports on your BI Publisher server are accessed yesterday ? Or, how many users accessed to the reports yesterday, or what are the average number of the users accessed to the reports during the week vs. weekend or morning vs. afternoon ? With BI Publisher 11G, now you can audit your user’s reports access and understand the state of the reporting environment at your server, each user, or each report level. At the previous post I’ve talked about what the BI Publisher’s auditing functionality and how to enable it so that BI Publisher can start collecting such data. (How to Audit and Monitor BI Publisher Reports Access?)Now, how can you visualize such auditing data to have a better understanding and gain more insights? With Fusion Middleware Audit Framework you have an option to store the auditing data into a database instead of a log file, which is the default option. Once you enable the database storage option, that means you have your auditing data (or, user report access data) in your database tables, now no brainer, you can start visualize the data, create reports, analyze, and share with BI Publisher. So, first, let’s take a look on how to enable the database storage option for the auditing data. How to Feed the Auditing Data into Database First you need to create a database schema for Fusion Middleware Audit Framework with RCU (Repository Creation Utility). If you have already installed BI Publisher 11G you should be familiar with this RCU. It creates any database schema necessary to run any Fusion Middleware products including BI stuff. And you can use the same RCU that you used for your BI or BI Publisher installation to create this Audit schema. Create Audit Schema with RCU Here are the steps: Go to $RCU_HOME/bin and execute the ‘rcu’ command Choose Create at the starting screen and click Next. Enter your database details and click Next. Choose the option to create a new prefix, for example ‘BIP’, ‘KAN’, etc. Select 'Audit Services' from the list of schemas. Click Next and accept the tablespace creation. Click Finish to start the process. After this, there should be following three Audit related schema created in your database. <prefix>_IAU (e.g. KAN_IAU) <prefix>_IAU_APPEND (e.g. KAN_IAU_APPEND) <prefix>_IAU_VIEWER (e.g. KAN_IAU_VIEWER) Setup Datasource at WebLogic After you create a database schema for your auditing data, now you need to create a JDBC connection on your WebLogic Server so the Audit Framework can access to the database schema that was created with the RCU with the previous step. Connect to the Oracle WebLogic Server administration console: http://hostname:port/console (e.g. http://report.oracle.com:7001/console) Under Services, click the Data Sources link. Click ‘Lock & Edit’ so that you can make changes Click New –> ‘Generic Datasource’ to create a new data source. Enter the following details for the new data source:  Name: Enter a name such as Audit Data Source-0.  JNDI Name: jdbc/AuditDB  Database Type: Oracle  Click Next and select ‘Oracle's Driver (Thin XA) Versions: 9.0.1 or later’ as Database Driver (if you’re using Oracle database), and click Next. The Connection Properties page appears. Enter the following information: Database Name: Enter the name of the database (SID) to which you will connect. Host Name: Enter the hostname of the database.  Port: Enter the database port.  Database User Name: This is the name of the audit schema that you created in RCU. The suffix is always IAU for the audit schema. For example, if you gave the prefix as ‘BIP’, then the schema name would be ‘KAN_IAU’.  Password: This is the password for the audit schema that you created in RCU.   Click Next. Accept the defaults, and click Test Configuration to verify the connection. Click Next Check listed servers where you want to make this JDBC connection available. Click ‘Finish’ ! After that, make sure you click ‘Activate Changes’ at the left hand side top to take the new JDBC connection in effect. Register your Audit Data Storing Database to your Domain Finally, you can register the JNDI/JDBC datasource as your Auditing data storage with Fusion Middleware Control (EM). Here are the steps: 1. Login to Fusion Middleware Control 2. Navigate to Weblogic Domain, right click on ‘bifoundation…..’, select Security, then Audit Store. 3. Click the searchlight icon next to the Datasource JNDI Name field. 4.Select the Audit JNDI/JDBC datasource you created in the previous step in the pop-up window and click OK. 5. Click Apply to continue. 6. Restart the whole WebLogic Servers in the domain. After this, now the BI Publisher should start feeding all the auditing data into the database table called ‘IAU_BASE’. Try login to BI Publisher and open a couple of reports, you should see the activity audited in the ‘IAU_BASE’ table. If not working, you might want to check the log file, which is located at $BI_HOME/user_projects/domains/bifoundation_domain/servers/AdminServer/logs/AdminServer-diagnostic.log to see if there is any error. Once you have the data in the database table, now, it’s time to visualize with BI Publisher reports! Create a First BI Publisher Auditing Report Register Auditing Datasource as JNDI datasource First thing you need to do is to register the audit datasource (JNDI/JDBC connection) you created in the previous step as JNDI data source at BI Publisher. It is a JDBC connection registered as JNDI, that means you don’t need to create a new JDBC connection by typing the connection URL, username/password, etc. You can just register it using the JNDI name. (e.g. jdbc/AuditDB) Login to BI Publisher as Administrator (e.g. weblogic) Go to Administration Page Click ‘JNDI Connection’ under Data Sources and Click ‘New’ Type Data Source Name and JNDI Name. The JNDI Name is the one you created in the WebLogic Console as the auditing datasource. (e.g. jdbc/AuditDB) Click ‘Test Connection’ to make sure the datasource connection works. Provide appropriate roles so that the report developers or viewers can share this data source to view reports. Click ‘Apply’ to save. Create Data Model Select Data Model from the tool bar menu ‘New’ Set ‘Default Data Source’ to the audit JNDI data source you have created in the previous step. Select ‘SQL Query’ for your data set Use Query Builder to build a query or just type a sql query. Either way, the table you want to report against is ‘IAU_BASE’. This IAU_BASE table contains all the auditing data for other products running on the WebLogic Server such as JPS, OID, etc. So, if you care only specific to BI Publisher then you want to filter by using  ‘IAU_COMPONENTTYPE’ column which contains the product name (e.g. ’xmlpserver’ for BI Publisher). Here is my sample sql query. select     "IAU_BASE"."IAU_COMPONENTTYPE" as "IAU_COMPONENTTYPE",      "IAU_BASE"."IAU_EVENTTYPE" as "IAU_EVENTTYPE",      "IAU_BASE"."IAU_EVENTCATEGORY" as "IAU_EVENTCATEGORY",      "IAU_BASE"."IAU_TSTZORIGINATING" as "IAU_TSTZORIGINATING",    to_char("IAU_TSTZORIGINATING", 'YYYY-MM-DD') IAU_DATE,    to_char("IAU_TSTZORIGINATING", 'DAY') as IAU_DAY,    to_char("IAU_TSTZORIGINATING", 'HH24') as IAU_HH24,    to_char("IAU_TSTZORIGINATING", 'WW') as IAU_WEEK_OF_YEAR,      "IAU_BASE"."IAU_INITIATOR" as "IAU_INITIATOR",      "IAU_BASE"."IAU_RESOURCE" as "IAU_RESOURCE",      "IAU_BASE"."IAU_TARGET" as "IAU_TARGET",      "IAU_BASE"."IAU_MESSAGETEXT" as "IAU_MESSAGETEXT",      "IAU_BASE"."IAU_FAILURECODE" as "IAU_FAILURECODE",      "IAU_BASE"."IAU_REMOTEIP" as "IAU_REMOTEIP" from    "KAN3_IAU"."IAU_BASE" "IAU_BASE" where "IAU_BASE"."IAU_COMPONENTTYPE" = 'xmlpserver' Once you saved a sample XML for this data model, now you can create a report with this data model. Create Report Now you can use one of the BI Publisher’s layout options to design the report layout and visualize the auditing data. I’m a big fan of Online Layout Editor, it’s just so easy and simple to create reports, and on top of that, all the reports created with Online Layout Editor has the Interactive View with automatic data linking and filtering feature without any setting or coding. If you haven’t checked the Interactive View or Online Layout Editor you might want to check these previous blog posts. (Interactive Reporting with BI Publisher 11G, Interactive Master Detail Report Just A Few Clicks Away!) But of course, you can use other layout design option such as RTF template. Here are some sample screenshots of my report design with Online Layout Editor.     Visualize and Gain More Insights about your Customers (Users) ! Now you can visualize your auditing data to have better understanding and gain more insights about your reporting environment you manage. It’s been actually helping me personally to answer the  questios like below.  How many reports are accessed or opened yesterday, today, last week ? Who is accessing which report at what time ? What are the time windows when the most of the reports access happening ? What are the most viewed reports ? Who are the active users ? What are the # of reports access or user access trend for the last month, last 6 months, last 12 months, etc ? I was talking with one of the best concierge in the world at this hotel the other day, and he was telling me that the best concierge knows about their customers inside-out therefore they can provide a very private service that is customized to each customer to meet each customer’s specific needs. Well, this is true when it comes to how to administrate and manage your reporting environment, right ? The best way to serve your customers (report users, including both viewers and developers) is to understand how they use, what they use, when they use. Auditing is not just about compliance, but it’s the way to improve the customer service. The BI Publisher 11G Auditing feature enables just that to help you understand your customers better. Happy customer service, be the best reporting concierge! p.s. please share with us on what other information would be helpful for you for the auditing! Always, any feedback is a great value and inspiration for us!  

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  • EXALYTICS - Unable to run Summary Advisor when BI Admin Client Tool is installed separately

    - by Ahmed Awan
    Unable to launch Summary Advisor when BI Admin Developer Client tool (version 11.1.1.6.0) is separately installed. In Windows Event application log, the error is pointing to missing AggrAdvisor.xml file. The file AggrAdvisor.xml is missing in BI client install location. Workaround: Download file AggrAdvisor.xml and copy to following location will resolve this issue: <your drive>:\Program Files\Oracle Business Intelligence Enterprise Edition Plus Client\oraclebi\orahome\bifoundation\server\locale\l_en\

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  • Error correlation ID when trying to create a BI center site in Sharepoint 2010

    - by Patrick Olurotimi Ige
    Before you get to see the template to install the BI center site you will have to activate the PerformancePoint Services Site Collection Features from the : Site Collection Administration  > site collection features But after i activated it and try to create a site i get correlation error bla bla... After looking at the ULS log files i saw something related to not being able to use the SharePoint Server Publishing. So i went to the collection features and activate the SharePoint Server Publishing Infrastructure I could create a BI site

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  • TechEd NorthAmerica 2010 (and MS BI Conference 2010) Sessions

    - by Marco Russo (SQLBI)
    I just read the Dave Wickert post about his sessions about PowerPivot from Microsoft at TechEd 2010 in New Orleans (June 7-10, 2010) and there are at least two things I’d like to add. First of all, there is also another conference! In fact, this time the Microsoft Business Intelligence Conference 2010 is co-located with TechEd 2010 and all the BI sessions of TechEd…. are sessions of the MS BI Conference too! The second news is that there are many other sessions about PowerPivot at the conference!...(read more)

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  • Oracle BI and XS Energy Drinks – Don’t Miss the Amway Presentation!

    - by Michelle Kimihira
    By Maria Forney Amway is a global leader in the direct sales industry with $10.9B in annual sales in more than 100 countries and territories. The company has implemented a global BI framework that provides accurate, consistent, and timely insights to support global, regional and local analytical research, business planning, performance measurement and assessment. Oracle BI EE is used by 1500 employees across Amway sales, marketing, finance, and supply chain business units as well as Amway affiliates in Europe, Russia, South Africa, Japan, Australia, Latin America, Malaysia, Vietnam, and Indonesia. Last week, I spoke with Lead Data Analyst with Amway Global Sales, Dan Arganbright, and IT Manager with Amway BI Competency Center, Mike Olson, about their upcoming presentation at Oracle OpenWorld in San Francisco. Scheduled during a prime speaking slot on Monday, October 1 at 12:15pm in Moscone West, 2007, Dan and Mike will discuss their experience building Amway’s Distributor Consulting solution, powered by Oracle BI EE. You can find more information here. As background, Amway offers people an opportunity to own their own businesses and consumers exclusive products in health and wellness, beauty and home care.  The Amway internal Sales organization is charged with consulting leadership-level Distributors to help them with data insights and ultimately grow their business. Until recently, this was a resource-intense process of gathering and formatting data. In some markets, it took over 40 hours to collect the data and produce the analysis needed for one consultation session. Amway began its global BI journey in 2006 and since then the company has migrated from having multiple technology providers and integration points to an integrated strategic vendor approach. Today, the company has standardized on Oracle technology for BI.  Amway has achieved cost savings through the retirement of redundant technology platforms. In addition, Mike’s organization has led the charge to align disparate BI organizations into a BI Competency Center.  The following diagram highlights the simplicity of the standardized architecture of Amway today. Dubbed Distributor Consulting, Amway has developed a BI solution using the Oracle technology stack to help Distributor leaders grow their businesses. The Distributor Consulting solution provides over 40 metrics for Sales staff to provide data-driven insights on the Distributors and organizations they support.  Using Oracle BI EE, Exadata, and Oracle Data Integrator, Amway provides customized and personalized business intelligence, and the Oracle BI EE dashboards were developed by the Amway Sales organization, which demonstrates business empowerment of the technology. Amway is also leveraging the power of BI to drive business growth in all of its markets.  A new set of Distributor Segmentation metrics are enabling a better understanding of distributor behaviors. A Global Scorecard that Amway developed provides key metrics at a market and global level for executive-level discussions. Product Analysis teams can now highlight repeat purchase rates, product penetration and the success of CRM campaigns. In the words of Dan and Mike, the addition of Exadata 11 months ago has been “a game changer.”  Amway has been able to dramatically reduce complexity, improve performance and increase business productivity and cost savings. For example, the number of indexes on the global data warehouse was reduced from more than 1,000 to less than 20.  Pulling data for the highest level distributors or the largest markets in the company now can be done in minutes instead of hours.  As a result, IT has shifted from performance tuning and keeping the system operational to higher-value business-focused activities. •       “The distributors that have been introduced to the BI reports have found them extremely helpful. Because they have never had this kind of information before, when they were presented with the reports, they wanted to take action immediately!”  -     Sales Development Manager in Latin America Without giving away more, the Amway case study presentation will be one of the unique customer sessions at OpenWorld this year. Speakers Dan Arganbright and Mike Olson have planned an interactive and entertaining session on Monday October 1 at 12:15pm in Moscone West, 2007. I’ll see you there!

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  • Oracle BI and XS Energy Drinks – Don’t Miss the Amway Presentation!

    - by Maria Forney
    Amway is a global leader in the direct sales industry with $10.9B in annual sales in more than 100 countries and territories. The company has implemented a global BI framework that provides accurate, consistent, and timely insights to support global, regional and local analytical research, business planning, performance measurement and assessment. Oracle BI EE is used by 1500 employees across Amway sales, marketing, finance, and supply chain business units as well as Amway affiliates in Europe, Russia, South Africa, Japan, Australia, Latin America, Malaysia, Vietnam, and Indonesia. Last week, I spoke with Lead Data Analyst with Amway Global Sales, Dan Arganbright, and IT Manager with Amway BI Competency Center, Mike Olson, about their upcoming presentation at Oracle OpenWorld in San Francisco. Scheduled during a prime speaking slot on Monday, October 1 at 12:15pm in Moscone West, 2007, Dan and Mike will discuss their experience building Amway’s Distributor Consulting solution, powered by Oracle BI EE. You can find more information here. As background, Amway offers people an opportunity to own their own businesses and consumers exclusive products in health and wellness, beauty and home care.  The Amway internal Sales organization is charged with consulting leadership-level Distributors to help them with data insights and ultimately grow their business. Until recently, this was a resource-intense process of gathering and formatting data. In some markets, it took over 40 hours to collect the data and produce the analysis needed for one consultation session. Amway began its global BI journey in 2006 and since then the company has migrated from having multiple technology providers and integration points to an integrated strategic vendor approach. Today, the company has standardized on Oracle technology for BI.  Amway has achieved cost savings through the retirement of redundant technology platforms. In addition, Mike’s organization has led the charge to align disparate BI organizations into a BI Competency Center.  The following diagram highlights the simplicity of the standardized architecture of Amway today. Dubbed Distributor Consulting, Amway has developed a BI solution using the Oracle technology stack to help Distributor leaders grow their businesses. The Distributor Consulting solution provides over 40 metrics for Sales staff to provide data-driven insights on the Distributors and organizations they support.  Using Oracle BI EE, Exadata, and Oracle Data Integrator, Amway provides customized and personalized business intelligence, and the Oracle BI EE dashboards were developed by the Amway Sales organization, which demonstrates business empowerment of the technology. Amway is also leveraging the power of BI to drive business growth in all of its markets.  A new set of Distributor Segmentation metrics are enabling a better understanding of distributor behaviors. A Global Scorecard that Amway developed provides key metrics at a market and global level for executive-level discussions. Product Analysis teams can now highlight repeat purchase rates, product penetration and the success of CRM campaigns. In the words of Dan and Mike, the addition of Exadata 11 months ago has been “a game changer.”  Amway has been able to dramatically reduce complexity, improve performance and increase business productivity and cost savings. For example, the number of indexes on the global data warehouse was reduced from more than 1,000 to less than 20.  Pulling data for the highest level distributors or the largest markets in the company now can be done in minutes instead of hours.  As a result, IT has shifted from performance tuning and keeping the system operational to higher-value business-focused activities. •       “The distributors that have been introduced to the BI reports have found them extremely helpful. Because they have never had this kind of information before, when they were presented with the reports, they wanted to take action immediately!”  -     Sales Development Manager in Latin America Without giving away more, the Amway case study presentation will be one of the unique customer sessions at OpenWorld this year. Speakers Dan Arganbright and Mike Olson have planned an interactive and entertaining session on Monday October 1 at 12:15pm in Moscone West, 2007. I’ll see you there!

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  • Replication Services in a BI environment

    - by jorg
    In this blog post I will explain the principles of SQL Server Replication Services without too much detail and I will take a look on the BI capabilities that Replication Services could offer in my opinion. SQL Server Replication Services provides tools to copy and distribute database objects from one database system to another and maintain consistency afterwards. These tools basically copy or synchronize data with little or no transformations, they do not offer capabilities to transform data or apply business rules, like ETL tools do. The only “transformations” Replication Services offers is to filter records or columns out of your data set. You can achieve this by selecting the desired columns of a table and/or by using WHERE statements like this: SELECT <published_columns> FROM [Table] WHERE [DateTime] >= getdate() - 60 There are three types of replication: Transactional Replication This type replicates data on a transactional level. The Log Reader Agent reads directly on the transaction log of the source database (Publisher) and clones the transactions to the Distribution Database (Distributor), this database acts as a queue for the destination database (Subscriber). Next, the Distribution Agent moves the cloned transactions that are stored in the Distribution Database to the Subscriber. The Distribution Agent can either run at scheduled intervals or continuously which offers near real-time replication of data! So for example when a user executes an UPDATE statement on one or multiple records in the publisher database, this transaction (not the data itself) is copied to the distribution database and is then also executed on the subscriber. When the Distribution Agent is set to run continuously this process runs all the time and transactions on the publisher are replicated in small batches (near real-time), when it runs on scheduled intervals it executes larger batches of transactions, but the idea is the same. Snapshot Replication This type of replication makes an initial copy of database objects that need to be replicated, this includes the schemas and the data itself. All types of replication must start with a snapshot of the database objects from the Publisher to initialize the Subscriber. Transactional replication need an initial snapshot of the replicated publisher tables/objects to run its cloned transactions on and maintain consistency. The Snapshot Agent copies the schemas of the tables that will be replicated to files that will be stored in the Snapshot Folder which is a normal folder on the file system. When all the schemas are ready, the data itself will be copied from the Publisher to the snapshot folder. The snapshot is generated as a set of bulk copy program (BCP) files. Next, the Distribution Agent moves the snapshot to the Subscriber, if necessary it applies schema changes first and copies the data itself afterwards. The application of schema changes to the Subscriber is a nice feature, when you change the schema of the Publisher with, for example, an ALTER TABLE statement, that change is propagated by default to the Subscriber(s). Merge Replication Merge replication is typically used in server-to-client environments, for example when subscribers need to receive data, make changes offline, and later synchronize changes with the Publisher and other Subscribers, like with mobile devices that need to synchronize one in a while. Because I don’t really see BI capabilities here, I will not explain this type of replication any further. Replication Services in a BI environment Transactional Replication can be very useful in BI environments. In my opinion you never want to see users to run custom (SSRS) reports or PowerPivot solutions directly on your production database, it can slow down the system and can cause deadlocks in the database which can cause errors. Transactional Replication can offer a read-only, near real-time database for reporting purposes with minimal overhead on the source system. Snapshot Replication can also be useful in BI environments, if you don’t need a near real-time copy of the database, you can choose to use this form of replication. Next to an alternative for Transactional Replication it can be used to stage data so it can be transformed and moved into the data warehousing environment afterwards. In many solutions I have seen developers create multiple SSIS packages that simply copies data from one or more source systems to a staging database that figures as source for the ETL process. The creation of these packages takes a lot of (boring) time, while Replication Services can do the same in minutes. It is possible to filter out columns and/or records and it can even apply schema changes automatically so I think it offers enough features here. I don’t know how the performance will be and if it really works as good for this purpose as I expect, but I want to try this out soon!

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  • Real Time BI in the Real World

    - by tobin.gilman(at)oracle.com
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif"; mso-fareast-font-family:"Times New Roman";} One of my favorite BI offerings from Oracle is a solution called Oracle Real Time Decisions.  Whenever I mention this product in customer meetings, eyes light up.  There are some fascinating examples of customers using it to up-sell, cross-sell, increase customer retention, and reduce risk in real time, with off the charts return on investment. I plan to share some of those stories in a future blog.  In this post however, I want to share some far more common real time analytics use case scenarios that are being addressed with widely deployed Oracle BI and data integration technologies Not all real time BI applications require continuous learning, predictive modeling, and data mining.  Many simply require the ability to integrate, aggregate, and access information that is current (typically within in few minutes or a few seconds).  The use cases are infinite.  A few I've seen: ·         Purchasing agents need to match demand against available inventory ·         Manufacturing planners need to monitor current parts and material against scheduled build plans ·         Airline agents need to match ticket demand against flight schedules, ·         Human resources managers need to track the status of global hiring requisitions against current headcount authorizations...you get the idea. One way of doing this is to run reports or federated queries directly against transactional systems.  That approach can be viable if you only need to access simple data sets on rare occasions.  High volume and complex queries can quickly bog down performance of mission critical transactional systems.  There is an architecturally simple way of solving the problem, and it's being applied by real companies around the world to solve real needs in real time.    Cbeyond is an Atlanta, GA based  provider of voice, data and mobile business applications delivers.  They deliver real time information to its call center agents  as they are interacting with their customers. The data they need resides in production CRM and other transactional systems, but  instead or reporting directly off the those systems, data is first moved to an operational data store (ODS).  Rather than running data intensive, time consuming, and performance degrading batch ETL routines to populate the ODS, Cbeyond uses Oracle Golden Gate software to incrementally capture and move only the changed records from log files of the transactional systems every few minutes.  There is no impact on transactional system performance, and the information needed by call center representatives is up to date.  Oracle Business Intelligence software presents the information to services reps in a rich, visual, and highly interactive format. Avea is similar to Cbeyond.  They are a telecommunications company who integrates billing and customer information in an ODS that is accessed by their call center agents in real time using Oracle Golden Gate and Oracle Business Intelligence.  They've taken it a step further by using the ODS to feed a data warehouse.  The operational data store provides the current information needed by call center agents during "in flight" customer interactions.  The data warehouse is used for more sophisticated analysis of historical data.  For maximum performance, both the ODS and data warehouse run on the Oracle Exadata Database Machine. These are practical illustrations of companies addressing real time reporting and analysis needs using established business intelligence/data warehousing methodologies and tools common to many IT departments.  If real time BI could benefit your organization, you may be already be closer than you thought to having the pieces in place to solving the problem.    Give us a shout if you are interested in learning more or if you have an interesting use or approach to real-time BI.

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  • Thinking differently about BI delivery

    - by jamiet
    My day job involves implementing Business Intelligence (BI) solutions which, as I have said before, is simply about giving people the information they need to do their jobs. I’m always interested in learning about new ways of achieving that aim and that is my motivation for writing blog entries that are not concerned with SQL or SQL Server per se. Implementing BI systems usually involves hacking together a bunch third party products with some in-house “glue” and delivering information using some shiny, expensive web-based front-end tool; the list of vendors that supply such tools is big and ever-growing. No doubt these tools have their place and of late I have started to wonder whether they can be supplemented with different ways of delivering information. The problem I have with these separate web-based tools is exactly that – they are separate web-based tools. What’s the problem with that you might ask? I’ll explain! They force the information worker to go somewhere unfamiliar in order to get the information they need to do their jobs. Would it not be better if we could deliver information into the tools that those information workers are already using and not force them to go somewhere else? I look at the rise of blogging over recent years and I realise that what made them popular is that people can subscribe to RSS feeds and have information pushed to them in their tool of choice rather than them having to go and find the information for themselves in a tool that has been foisted upon them. Would it not be a good idea to adopt the principle of subscription for the benefit of delivering BI information as well? I think it would and in the rest of this blog entry I’ll outline such a scenario where the power of subscription could be used to enhance the delivery of information to information workers. Typical questions that information workers ask might be: What are my year-on-year sales figures? What was my footfall yesterday? How many widgets have I sold so far today? Each of those questions includes a time element and that shouldn’t surprise us, any BI system that I have worked on includes the dimension of time. Now, what do people use to view and organise their time-oriented information? Its not a trick question, they use a calendar and in the enterprise space more often than not that calendar is managed using Outlook. Given then that information workers are already looking at their calendar in Outlook anyway would it not make sense then to deliver information into that same calendar? Of course it would. Calendars are a great way of visualising information such as sales figures. Observe: Just in this single screenshot I have managed to convey a multitude of information. The information worker can see, at a glance, information about hourly/daily/weekly/monthly sales and, moreover, he/she is viewing that information right inside the tool that they use every day. There is no effort on the part of him/her, the information just appears hour after hour, day after day. Taking the idea further, each one of those calendar items could be a mini-dashboard in its own right. Double-clicking on an item could show a plethora of other information about that time slot such as breaking the sales down per region or year-over-year comparisons. Perhaps the title could employ a sparkline? Loads of possibilities. The point is that calendars are a completely natural way to visualise information; we should make more use of them! The real beauty of delivering information using calendars for us BI developers is that it should be so easy. In the case of Outlook we don’t need to write complicated VBA code that can go and manipulate a person’s calendar, simply publishing data in a format that Outlook can understand is sufficient and happily such formats already exist; iCalendar is the accepted format and the even more flexible xCalendar is hopefully on its way as well.   I’d like to make one last point and this one is with my SQL Server hat on. Reporting Services 2008 R2 introduced the ability to publish data as subscribable Atom feeds so it seems logical that it could also be a vehicle for delivering calendar feeds too. If you think this would be a good idea go and vote for it at Publish data as iCalendar feeds and please please please add some comments (especially if you vote it down). Work smarter, not harder! @Jamiet Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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  • JÖN JÖN JÖN!!! Oracle BI EE 11g Launch júliusban

    - by Fekete Zoltán
    A bejelentésre már nem kell sokat várni. Minden rajongó mélyet lélegezhet. JÖN JÖN JÖN az Oracle Business Intelligence Enterprise Edition 11g! Az Oracle INFORMATION INDEPTH NEWSLETTERS, Enterprise Performance Management and Business Intelligence Edition, June 2010 számában is olvashatunk a témáról: Oracle Readies for Oracle Business Intelligence Enterprise Edition 11g Launch . Ki tudja pontosan megmondani, hányat kell addig aludni a bejelentésig? :) A válaszokat comment formájában kérem! Mind funkciókban, mind külalakban és használhatóságban nagy lépés lesz az új verzió. A bejelentés: London: Oracle Business Intelligence Enterprise Edition 11g Launch Miért is NAGY UGRÁS ez? Még visszatérek a témára. Addig is várom a kommenteket.

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  • How can I create a FreeBSD package using EPM that has the ORIGIN @comment?

    - by Chris R
    I'm building packages of our internal software products using EPM, and over time these packages (of which we have a large number) clutter up the output of pkg_delete and pkg_add with the following general kind of messages: err: pkg_add: package MYPACKAGE has no origin recorded I can see from some old FreeBSD lists that the +CONTENTS file in the package must have a line like this: @comment ORIGIN:some_source_path What I don't see is a way to get this line in place using EPM. Can somebody tell me how to do this?

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  • Oracle nomeada pela Forrester Leader em Enterprise Business Intelligence Platforms

    - by Paulo Folgado
    According to an October 2010 report from independent analyst firm Forrester Research, Inc., Oracle is a leader in enterprise business intelligence (BI) platforms. Forrester Research defines BI as a set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information, which can then be used to enable more effective strategic, tactical, and operational insights and decision-making. Written by Forrester vice president and principal analyst Boris Evelson, The Forrester Wave: Enterprise Business Intelligence Platforms, Q4 2010 states that "Oracle has built new metadata-level [Oracle Business Intelligence Enterprise Edition 11g] integration with Oracle Fusion Middleware and Oracle Fusion Applications and continues to differentiate with its versatile ROLAP engine." The report goes on, "And in addition to closing some gaps it had in 10.x versions such as lack of RIA functionality, [the Oracle Business Intelligence Enterprise Edition 11g] actually leapfrogs the competition with the Common Enterprise Information Model (CEIM)--including the ability to define actions and execute processes right from BI metadata across BI and ERP applications." "We're pleased that the Forrester Wave recognizes Oracle Business Intelligence as a leading enterprise BI platform," said Paul Rodwick, vice president of product management, Oracle Business Intelligence. Key Innovations in Oracle Business Intelligence 11g Released in August 2010, Oracle Business Intelligence 11g represents the industry's most complete, integrated, and scalable suite of BI products. Encompassing thousands of new features and enhancements, the latest release offers three key areas of innovations. * A unified environment. The industry's first unified environment for accessing and analyzing data across relational, OLAP, and XML data sources. * Enhanced usability. A new, integrated scorecard application, plus innovations in reporting, visualization, search, and collaboration. * Enhanced performance, scalability, and security. Deeper integration with Oracle Enterprise Manager 11g and other components of Oracle Fusion Middleware provide lower management costs and increased performance, scalability, and security. Read the entire Forrester Wave Report.

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  • PASS Summit 2012: keynote and Mobile BI announcements #sqlpass

    - by Marco Russo (SQLBI)
    Today at PASS Summit 2012 there have been several announcements during the keynote. Moreover, other news have not been highlighted in the keynote but are equally if not more important for the BI community. Let’s start from the big news in the keynote (other details on SQL Server Blog): Hekaton: this is the codename for in-memory OLTP technology that will appear (I suppose) in the next release of the SQL Server relational engine. The improvement in performance and scalability is impressive and it enables new scenarios. I’m curious to see whether it can be used also to improve ETL performance and how it differs from using SSD technology. Updates on Columnstore: In the next major release of SQL Server the columnstore indexes will be updatable and it will be possible to create a clustered index with Columnstore index. This is really a great news for near real-time reporting needs! Polybase: in 2013 it will debut SQL Server 2012 Parallel Data Warehouse (PDW), which will include the Polybase technology. By using Polybase a single T-SQL query will run queries across relational data and Hadoop data. A single query language for both. Sounds really interesting for using BigData in a more integrated way with existing relational databases. And, of course, to load a data warehouse using BigData, which is the ultimate goal that we all BI Pro have, right? SQL Server 2012 SP1: the Service Pack 1 for SQL Server 2012 is available now and it enable the use of PowerPivot for SharePoint and Power View on a SharePoint 2013 installation with Excel 2013. Power View works with Multidimensional cube: the long-awaited feature of being able to use PowerPivot with Multidimensional cubes has been shown by Amir Netz in an amazing demonstration during the keynote. The interesting thing is that the data model behind was based on a many-to-many relationship (something that is not fully supported by Power View with Tabular models). Another interesting aspect is that it is Analysis Services 2012 that supports DAX queries run on a Multidimensional model, enabling the use of any future tool generating DAX queries on top of a Multidimensional model. There are still no info about availability by now, but this is *not* included in SQL Server 2012 SP1. So what about Mobile BI? Well, even if not announced during the keynote, there is a dedicated session on this topic and there are very important news in this area: iOS, Android and Microsoft mobile platforms: the commitment is to get data exploration and visualization capabilities working within June 2013. This should impact at least Power View and SharePoint/Excel Services. This is the type of UI experience we are all waiting for, in order to satisfy the requests coming from users and customers. The important news here is that native applications will be available for both iOS and Windows 8 so it seems that Android will be supported initially only through the web. Unfortunately we haven’t seen any demo, so it’s not clear what will be the offline navigation experience (and whether there will be one). But at least we know that Microsoft is working on native applications in this area. I’m not too surprised that HTML5 is not the magic bullet for all the platforms. The next PASS Business Analytics conference in 2013 seems a good place to see this in action, even if I hope we don’t have to wait other six months before seeing some demo of native BI applications on mobile platforms! Viewing Reporting Services reports on iPad is supported starting with SQL Server 2012 SP1, which has been released today. This is another good reason to install SP1 on SQL Server 2012. If you are at PASS Summit 2012, come and join me, Alberto Ferrari and Chris Webb at our book signing event tomorrow, Thursday 8 2012, at the bookstore between 12:00pm and 12:30pm, or follow one of our sessions!

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  • New Oracle BI Applications released

    - by THE
    Oracle has just released two new Applications for Oracle Business Intelligence Analytics with the Normal 0 21 false false false DE X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} 7.9.6.x Extension Pack: Normal 0 21 false false false DE X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} · Oracle Manufacturing Analytics, part of the Oracle BI Applications product family, helps discrete and process manufacturing organizations optimize their supply networks by integrating data from across the enterprise value chain, thereby enabling executives, operations managers, cost accountants and production supervisors to make informed and actionable decisions related to manufacturing execution. Normal 0 21 false false false DE X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} · Oracle Enterprise Asset Management Analytics, part of the Oracle BI Applications product family, offers complete and enhanced visibility to enterprise-wide maintenance information. Pre-built reports covering Maintenance History, Maintenance Cost Analysis and Maintenance Work Orders, provide Maintenance Managers information to maximize performance, identify potential issues much in advance, and address them before they escalate into serious problems.  More Information about the existing Business Intelligence Analytics Applications can be found on this page: http://www.oracle.com/us/solutions/ent-performance-bi/bi-applications-066544.html If you are not familiar with Oracle Manufacturing or Oracle Enterprise Asset Management, these PDFs might get you started: http://www.oracle.com/us/products/applications/060289.pdf http://www.oracle.com/us/products/applications/057127.pdf

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  • HPCM 11.1.2.2.x - How to find data in an HPCM Standard Costing database

    - by Jane Story
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} When working with a Hyperion Profitability and Cost Management (HPCM) Standard Costing application, there can often be a requirement to check data or allocated results using reporting tools e.g Smartview. To do this, you are retrieving data directly from the Essbase databases related to your HPCM model. For information, running reports is covered in Chapter 9 of the HPCM User documentation. The aim of this blog is to provide a quick guide to finding this data for reporting in the HPCM generated Essbase database in v11.1.2.2.x of HPCM. In order to retrieve data from an HPCM generated Essbase database, it is important to understand each of the following dimensions in the Essbase database and where data is located within them: Measures dimension – identifies Measures AllocationType dimension – identifies Direct Allocation Data or Genealogy Allocation data Point Of View (POV) dimensions – there must be at least one, maximum of four. Business dimensions: Stage Business dimensions – these will be identified by the Stage prefix. Intra-Stage dimension – these will be identified by the _Intra suffix. Essbase outlines and reporting is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s02.html For additional details on reporting measures, please review this section of the documentation:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/apas03.html Reporting requirements in HPCM quite often start with identifying non balanced items in the Stage Balancing report. The following documentation link provides help with identifying some of the items within the Stage Balancing report:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/generatestagebalancing.html The following are some types of data upon which you may want to report: Stage Data: Direct Input Assigned Input Data Assigned Output Data Idle Cost/Revenue Unassigned Cost/Revenue Over Driven Cost/Revenue Direct Allocation Data Genealogy Allocation Data Stage Data Stage Data consists of: Direct Input i.e. input data, the starting point of your allocation e.g. in Stage 1 Assigned Input Data i.e. the cost/revenue received from a prior stage (i.e. stage 2 and higher). Assigned Output Data i.e. for each stage, the data that will be assigned forward is assigned post stage data. Reporting on this data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s03.html Dimension Selection Measures Direct Input: CostInput RevenueInput Assigned Input (from previous stages): CostReceivedPriorStage RevenueReceivedPriorStage Assigned Output (to subsequent stages): CostAssignedPostStage RevenueAssignedPostStage AllocationType DirectAllocation POV One member from each POV dimension Stage Business Dimensions Any members for the stage business dimensions for the stage you wish to see the Stage data for. All other Dimensions NoMember Idle/Unassigned/OverDriven To view Idle, Unassigned or Overdriven Costs/Revenue, first select which stage for which you want to view this data. If multiple Stages have unassigned/idle, resolve the earliest first and re-run the calculation as differences in early stages will create unassigned/idle in later stages. Dimension Selection Measures Idle: IdleCost IdleRevenue Unassigned: UnAssignedCost UnAssignedRevenue Overdriven: OverDrivenCost OverDrivenRevenue AllocationType DirectAllocation POV One member from each POV dimension Dimensions in the Stage with Unassigned/ Idle/OverDriven Cost All the Stage Business dimensions in the Stage with Unassigned/Idle/Overdriven. Zoom in on each dimension to find the individual members to find which members have Unassigned/Idle/OverDriven data. All other Dimensions NoMember Direct Allocation Data Direct allocation data shows the data received by a destination intersection from a source intersection where a direct assignment(s) exists. Reporting on direct allocation data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s04.html You would select the following to report direct allocation data Dimension Selection Measures CostReceivedPriorStage AllocationType DirectAllocation POV One member from each POV dimension Stage Business Dimensions Any members for the SOURCE stage business dimensions and the DESTINATION stage business dimensions for the direct allocations for the stage you wish to report on. All other Dimensions NoMember Genealogy Allocation Data Genealogy allocation data shows the indirect data relationships between stages. Genealogy calculations run in the HPCM Reporting database only. Reporting on genealogy data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s05.html Dimension Selection Measures CostReceivedPriorStage AllocationType GenealogyAllocation (IndirectAllocation in 11.1.2.1 and prior versions) POV One member from each POV dimension Stage Business Dimensions Any stage business dimension members from the STARTING stage in Genealogy Any stage business dimension members from the INTERMEDIATE stage(s) in Genealogy Any stage business dimension members from the ENDING stage in Genealogy All other Dimensions NoMember Notes If you still don’t see data after checking the above, please check the following Check the calculation has been run. Here are couple of indicators that might help them with that. Note the size of essbase cube before and after calculations ensure that a calculation was run against the database you are examing. Export the essbase data to a text file to confirm that some data exists. Examine the date and time on task area to see when, if any, calculations were run and what choices were used (e.g. Genealogy choices) If data does not exist in places where they are expecting, it could be that No calculations/genealogy were run No calculations were successfully run The model/data at feeder location were either absent or incompatible, resulting in no allocation e.g no driver data. Smartview Invocation from HPCM From version 11.1.2.2.350 of HPCM (this version will be GA shortly), it is possible to directly invoke Smartview from HPCM. There is guided navigation before the Smartview invocation and it is then possible to see the selected value(s) in SmartView. Click to Download HPCM 11.1.2.2.x - How to find data in an HPCM Standard Costing database (Right click or option-click the link and choose "Save As..." to download this pdf file)

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  • Advisor Webcast: Integrating DRM with EPMA

    - by THE
    Leave out your shoes early this year!On December 5th Saint Nicolas has something to put into them... Another Advisor Webcast is on: This time it is Matt Lontchar presenting the setup and use of Data Relationship Modeling ( DRM ) with Hyperion EPMA (to be then used with Planning and or HFM) In this one-hour session he will demonstrate the setup and configuration of a Data Relationship Management application for chart of accounts management with Oracle General Ledger and dimension management for Oracle EPM System applications such as Hyperion Financial Management and Hyperion Planning. Key Points will be: Configuring Data Relationship Management for Oracle GL and EPM Architect integration Configuring Hyperion Foundation Services (Weblogic, Web Services Manager, Shared Services) Deploying and configuring the DRM Web Service Setting up Oracle General Ledger for DRM integration Configuring EPM Architect for DRM integration So - treat yourself for some pre-season "chocolate" and join in on this webcast. You find all relevant information on Doc ID 1504283.1 or via the Advsior Webcast Schedule Note  Doc ID 740966.1 Or simply go directly to the registration site at Webex: https://oracleaw.webex.com/oracleaw/onstage/g.php?d=596766085&t=a

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  • Currency Conversion in Oracle BI applications

    - by Saurabh Verma
    Authored by Vijay Aggarwal and Hichem Sellami A typical data warehouse contains Star and/or Snowflake schema, made up of Dimensions and Facts. The facts store various numerical information including amounts. Example; Order Amount, Invoice Amount etc. With the true global nature of business now-a-days, the end-users want to view the reports in their own currency or in global/common currency as defined by their business. This presents a unique opportunity in BI to provide the amounts in converted rates either by pre-storing or by doing on-the-fly conversions while displaying the reports to the users. Source Systems OBIA caters to various source systems like EBS, PSFT, Sebl, JDE, Fusion etc. Each source has its own unique and intricate ways of defining and storing currency data, doing currency conversions and presenting to the OLTP users. For example; EBS stores conversion rates between currencies which can be classified by conversion rates, like Corporate rate, Spot rate, Period rate etc. Siebel stores exchange rates by conversion rates like Daily. EBS/Fusion stores the conversion rates for each day, where as PSFT/Siebel store for a range of days. PSFT has Rate Multiplication Factor and Rate Division Factor and we need to calculate the Rate based on them, where as other Source systems store the Currency Exchange Rate directly. OBIA Design The data consolidation from various disparate source systems, poses the challenge to conform various currencies, rate types, exchange rates etc., and designing the best way to present the amounts to the users without affecting the performance. When consolidating the data for reporting in OBIA, we have designed the mechanisms in the Common Dimension, to allow users to report based on their required currencies. OBIA Facts store amounts in various currencies: Document Currency: This is the currency of the actual transaction. For a multinational company, this can be in various currencies. Local Currency: This is the base currency in which the accounting entries are recorded by the business. This is generally defined in the Ledger of the company. Global Currencies: OBIA provides five Global Currencies. Three are used across all modules. The last two are for CRM only. A Global currency is very useful when creating reports where the data is viewed enterprise-wide. Example; a US based multinational would want to see the reports in USD. The company will choose USD as one of the global currencies. OBIA allows users to define up-to five global currencies during the initial implementation. The term Currency Preference is used to designate the set of values: Document Currency, Local Currency, Global Currency 1, Global Currency 2, Global Currency 3; which are shared among all modules. There are four more currency preferences, specific to certain modules: Global Currency 4 (aka CRM Currency) and Global Currency 5 which are used in CRM; and Project Currency and Contract Currency, used in Project Analytics. When choosing Local Currency for Currency preference, the data will show in the currency of the Ledger (or Business Unit) in the prompt. So it is important to select one Ledger or Business Unit when viewing data in Local Currency. More on this can be found in the section: Toggling Currency Preferences in the Dashboard. Design Logic When extracting the fact data, the OOTB mappings extract and load the document amount, and the local amount in target tables. It also loads the exchange rates required to convert the document amount into the corresponding global amounts. If the source system only provides the document amount in the transaction, the extract mapping does a lookup to get the Local currency code, and the Local exchange rate. The Load mapping then uses the local currency code and rate to derive the local amount. The load mapping also fetches the Global Currencies and looks up the corresponding exchange rates. The lookup of exchange rates is done via the Exchange Rate Dimension provided as a Common/Conforming Dimension in OBIA. The Exchange Rate Dimension stores the exchange rates between various currencies for a date range and Rate Type. Two physical tables W_EXCH_RATE_G and W_GLOBAL_EXCH_RATE_G are used to provide the lookups and conversions between currencies. The data is loaded from the source system’s Ledger tables. W_EXCH_RATE_G stores the exchange rates between currencies with a date range. On the other hand, W_GLOBAL_EXCH_RATE_G stores the currency conversions between the document currency and the pre-defined five Global Currencies for each day. Based on the requirements, the fact mappings can decide and use one or both tables to do the conversion. Currency design in OBIA also taps into the MLS and Domain architecture, thus allowing the users to map the currencies to a universal Domain during the implementation time. This is especially important for companies deploying and using OBIA with multiple source adapters. Some Gotchas to Look for It is necessary to think through the currencies during the initial implementation. 1) Identify various types of currencies that are used by your business. Understand what will be your Local (or Base) and Documentation currency. Identify various global currencies that your users will want to look at the reports. This will be based on the global nature of your business. Changes to these currencies later in the project, while permitted, but may cause Full data loads and hence lost time. 2) If the user has a multi source system make sure that the Global Currencies and Global Rate Types chosen in Configuration Manager do have the corresponding source specific counterparts. In other words, make sure for every DW specific value chosen for Currency Code or Rate Type, there is a source Domain mapping already done. Technical Section This section will briefly mention the technical scenarios employed in the OBIA adaptors to extract data from each source system. In OBIA, we have two main tables which store the Currency Rate information as explained in previous sections. W_EXCH_RATE_G and W_GLOBAL_EXCH_RATE_G are the two tables. W_EXCH_RATE_G stores all the Currency Conversions present in the source system. It captures data for a Date Range. W_GLOBAL_EXCH_RATE_G has Global Currency Conversions stored at a Daily level. However the challenge here is to store all the 5 Global Currency Exchange Rates in a single record for each From Currency. Let’s voyage further into the Source System Extraction logic for each of these tables and understand the flow briefly. EBS: In EBS, we have Currency Data stored in GL_DAILY_RATES table. As the name indicates GL_DAILY_RATES EBS table has data at a daily level. However in our warehouse we store the data with a Date Range and insert a new range record only when the Exchange Rate changes for a particular From Currency, To Currency and Rate Type. Below are the main logical steps that we employ in this process. (Incremental Flow only) – Cleanup the data in W_EXCH_RATE_G. Delete the records which have Start Date > minimum conversion date Update the End Date of the existing records. Compress the daily data from GL_DAILY_RATES table into Range Records. Incremental map uses $$XRATE_UPD_NUM_DAY as an extra parameter. Generate Previous Rate, Previous Date and Next Date for each of the Daily record from the OLTP. Filter out the records which have Conversion Rate same as Previous Rates or if the Conversion Date lies within a single day range. Mark the records as ‘Keep’ and ‘Filter’ and also get the final End Date for the single Range record (Unique Combination of From Date, To Date, Rate and Conversion Date). Filter the records marked as ‘Filter’ in the INFA map. The above steps will load W_EXCH_RATE_GS. Step 0 updates/deletes W_EXCH_RATE_G directly. SIL map will then insert/update the GS data into W_EXCH_RATE_G. These steps convert the daily records in GL_DAILY_RATES to Range records in W_EXCH_RATE_G. We do not need such special logic for loading W_GLOBAL_EXCH_RATE_G. This is a table where we store data at a Daily Granular Level. However we need to pivot the data because the data present in multiple rows in source tables needs to be stored in different columns of the same row in DW. We use GROUP BY and CASE logic to achieve this. Fusion: Fusion has extraction logic very similar to EBS. The only difference is that the Cleanup logic that was mentioned in step 0 above does not use $$XRATE_UPD_NUM_DAY parameter. In Fusion we bring all the Exchange Rates in Incremental as well and do the cleanup. The SIL then takes care of Insert/Updates accordingly. PeopleSoft:PeopleSoft does not have From Date and To Date explicitly in the Source tables. Let’s look at an example. Please note that this is achieved from PS1 onwards only. 1 Jan 2010 – USD to INR – 45 31 Jan 2010 – USD to INR – 46 PSFT stores records in above fashion. This means that Exchange Rate of 45 for USD to INR is applicable for 1 Jan 2010 to 30 Jan 2010. We need to store data in this fashion in DW. Also PSFT has Exchange Rate stored as RATE_MULT and RATE_DIV. We need to do a RATE_MULT/RATE_DIV to get the correct Exchange Rate. We generate From Date and To Date while extracting data from source and this has certain assumptions: If a record gets updated/inserted in the source, it will be extracted in incremental. Also if this updated/inserted record is between other dates, then we also extract the preceding and succeeding records (based on dates) of this record. This is required because we need to generate a range record and we have 3 records whose ranges have changed. Taking the same example as above, if there is a new record which gets inserted on 15 Jan 2010; the new ranges are 1 Jan to 14 Jan, 15 Jan to 30 Jan and 31 Jan to Next available date. Even though 1 Jan record and 31 Jan have not changed, we will still extract them because the range is affected. Similar logic is used for Global Exchange Rate Extraction. We create the Range records and get it into a Temporary table. Then we join to Day Dimension, create individual records and pivot the data to get the 5 Global Exchange Rates for each From Currency, Date and Rate Type. Siebel: Siebel Facts are dependent on Global Exchange Rates heavily and almost none of them really use individual Exchange Rates. In other words, W_GLOBAL_EXCH_RATE_G is the main table used in Siebel from PS1 release onwards. As of January 2002, the Euro Triangulation method for converting between currencies belonging to EMU members is not needed for present and future currency exchanges. However, the method is still available in Siebel applications, as are the old currencies, so that historical data can be maintained accurately. The following description applies only to historical data needing conversion prior to the 2002 switch to the Euro for the EMU member countries. If a country is a member of the European Monetary Union (EMU), you should convert its currency to other currencies through the Euro. This is called triangulation, and it is used whenever either currency being converted has EMU Triangulation checked. Due to this, there are multiple extraction flows in SEBL ie. EUR to EMU, EUR to NonEMU, EUR to DMC and so on. We load W_EXCH_RATE_G through multiple flows with these data. This has been kept same as previous versions of OBIA. W_GLOBAL_EXCH_RATE_G being a new table does not have such needs. However SEBL does not have From Date and To Date columns in the Source tables similar to PSFT. We use similar extraction logic as explained in PSFT section for SEBL as well. What if all 5 Global Currencies configured are same? As mentioned in previous sections, from PS1 onwards we store Global Exchange Rates in W_GLOBAL_EXCH_RATE_G table. The extraction logic for this table involves Pivoting data from multiple rows into a single row with 5 Global Exchange Rates in 5 columns. As mentioned in previous sections, we use CASE and GROUP BY functions to achieve this. This approach poses a unique problem when all the 5 Global Currencies Chosen are same. For example – If the user configures all 5 Global Currencies as ‘USD’ then the extract logic will not be able to generate a record for From Currency=USD. This is because, not all Source Systems will have a USD->USD conversion record. We have _Generated mappings to take care of this case. We generate a record with Conversion Rate=1 for such cases. Reusable Lookups Before PS1, we had a Mapplet for Currency Conversions. In PS1, we only have reusable Lookups- LKP_W_EXCH_RATE_G and LKP_W_GLOBAL_EXCH_RATE_G. These lookups have another layer of logic so that all the lookup conditions are met when they are used in various Fact Mappings. Any user who would want to do a LKP on W_EXCH_RATE_G or W_GLOBAL_EXCH_RATE_G should and must use these Lookups. A direct join or Lookup on the tables might lead to wrong data being returned. Changing Currency preferences in the Dashboard: In the 796x series, all amount metrics in OBIA were showing the Global1 amount. The customer needed to change the metric definitions to show them in another Currency preference. Project Analytics started supporting currency preferences since 7.9.6 release though, and it published a Tech note for other module customers to add toggling between currency preferences to the solution. List of Currency Preferences Starting from 11.1.1.x release, the BI Platform added a new feature to support multiple currencies. The new session variable (PREFERRED_CURRENCY) is populated through a newly introduced currency prompt. This prompt can take its values from the xml file: userpref_currencies_OBIA.xml, which is hosted in the BI Server installation folder, under :< home>\instances\instance1\config\OracleBIPresentationServicesComponent\coreapplication_obips1\userpref_currencies.xml This file contains the list of currency preferences, like“Local Currency”, “Global Currency 1”,…which customers can also rename to give them more meaningful business names. There are two options for showing the list of currency preferences to the user in the dashboard: Static and Dynamic. In Static mode, all users will see the full list as in the user preference currencies file. In the Dynamic mode, the list shown in the currency prompt drop down is a result of a dynamic query specified in the same file. Customers can build some security into the rpd, so the list of currency preferences will be based on the user roles…BI Applications built a subject area: “Dynamic Currency Preference” to run this query, and give every user only the list of currency preferences required by his application roles. Adding Currency to an Amount Field When the user selects one of the items from the currency prompt, all the amounts in that page will show in the Currency corresponding to that preference. For example, if the user selects “Global Currency1” from the prompt, all data will be showing in Global Currency 1 as specified in the Configuration Manager. If the user select “Local Currency”, all amount fields will show in the Currency of the Business Unit selected in the BU filter of the same page. If there is no particular Business Unit selected in that filter, and the data selected by the query contains amounts in more than one currency (for example one BU has USD as a functional currency, the other has EUR as functional currency), then subtotals will not be available (cannot add USD and EUR amounts in one field), and depending on the set up (see next paragraph), the user may receive an error. There are two ways to add the Currency field to an amount metric: In the form of currency code, like USD, EUR…For this the user needs to add the field “Apps Common Currency Code” to the report. This field is in every subject area, usually under the table “Currency Tag” or “Currency Code”… In the form of currency symbol ($ for USD, € for EUR,…) For this, the user needs to format the amount metrics in the report as a currency column, by specifying the currency tag column in the Column Properties option in Column Actions drop down list. Typically this column should be the “BI Common Currency Code” available in every subject area. Select Column Properties option in the Edit list of a metric. In the Data Format tab, select Custom as Treat Number As. Enter the following syntax under Custom Number Format: [$:currencyTagColumn=Subjectarea.table.column] Where Column is the “BI Common Currency Code” defined to take the currency code value based on the currency preference chosen by the user in the Currency preference prompt.

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  • Enforce SSIS naming conventions using BI-xPress

    - by jamiet
    A long long long time ago (in 2006 in fact) I published a blog post entitled Suggested Best Practises and naming conventions in which I suggested a bunch of acronyms that folks could use to prefix object names in their SSIS packages, thus allowing easier identification of those objects in log records, here is a sample of some of those suggestions: If you have adopted these naming conventions (and I am led to believe that a bunch of people have) then you might like to know that you can now check for adherence to these conventions using a tool called BI-xPress from Pragmatic Works. BI-xPress includes a feature called the Best Practices Analyzer that scans your packages and assess them according to some rules that you specify. In addition Pragmatic Works have made available a collection of these rules that adhere to the naming conventions I specified in 2006 You can download this collection however I recommend you first read the accompanying article that demonstrates the capabilities of the Best Practices Analyzer. Pretty cool stuff. @Jamiet

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  • OBIEE 11.1.1 - How to configure HTTP compression / caching on Oracle BI Mobile app

    - by Ahmed Awan
     Applies to: OBIEE 11.1.1.5 Supported Physical Devices and OS: The Oracle BI Mobile application with HTTP compression / caching configurations is tested on following devices: iPhone 4S, 4, 3GS. iPad 2 and 1. Note these devices must be running the latest version of the iOS version, i.e. iOS 4.2.1 / iOS 5 is also supported. Configuring Pre-requisites: Prior to configuration, the Oracle Web tier software must be installed on server, as described in product documentation i.e. Enterprise Deployment Guide for Oracle Business Intelligence in Section 3.2, "Installing Oracle HTTP Server." The steps for configuring the compression and caching on Oracle HTTP Server are described in this PA blog at http://blogs.oracle.com/pa/entry/obiee_11g_user_interface_ui and in support Doc ID 1312299.1. Configuration Steps in Oracle BI Mobile application: 1. Download the BI Mobile app from the Apple iTunes App Store. The link is http://itunes.apple.com/us/app/oracle-business-intelligence/id434559909?mt=8 . 2. Add Server for example http://pew801.us.oracle.com:7777/analytics/ , here is how your “Server Setting” screen should look like on your OBI Mobile app:                                 Performance Gain Test (using Oracle® HTTP Server with OBIEE) The test with/without HTTP compression / caching was conducted on iPhone 4S / iPad 2 to measure the throughput (i.e. total bytes received) for Oracle® Business Intelligence Enterprise Edition. Below table shows the throughput comparison before and after using HTTP compression / caching for SampleApp using “QuickStart” dashboard accessing reports i.e. Overview, Details, Published Reporting and Scorecard. Testing shows that total bytes received were reduced from 2.3 MB to 723 KB. a. Test Results > Without HTTP Compression / Caching setting - Total Throughput (in Bytes) captured below: Total Bytes Statistics:        b. Test Results > With HTTP Compression / Caching settings - Total Throughput (in Bytes) captured below: Total Bytes Statistics:      

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  • Responsible BI for Excel, Even for Older Versions

    - by andrewbrust
    On Wednesday, I will have the honor of co-presenting, for both The Data Warehouse Institute (TDWI) and the New York Technology Council. on the subject of Excel and BI. My co-presenter will be none other than Bill Baker, who was a Microsoft Distinguished Engineer and, essentially, the father of BI at that company.  Details on the events are here and here. We'll be talking about PowerPivot, of course, but that's not all. Probably even more important than any one product, will be our discussion of whether the usual characterization of Excel as the nemesis of IT, the guilty pleasure of business users and the antithesis of formal BI is really valid and/or hopelessly intractable. Without giving away our punchline, I'll tell you that we are much more optimistic than that. There are huge upsides to Excel and while there are real dangers to using it in the BI space, there are standards and practices you can employ to ensure Excel is used responsibly. And when those practices are followed, Excel becomes quite powerful indeed. One of the keys to this is using Excel as a data consumer rather than data storage mechanism. Caching data in Excel is OK, but only if that data is (a) not modified and (b) configured for automated periodic refresh. PowerPivot meets both criteria -- it stores a read-only copy of your data in the form of a model, and once workbook containing a PowerPivot model is published to SharePoint, it can be configured for scheduled data refresh, on the server, requiring no user intervention whatsoever. Data refresh is a bit like hard drive backup: it will only happen reliably if it's automated, and super-easy to configure. PowerPivot hits a real home run here (as does Windows Home Server for PC backup, but I digress). The thing about PowerPivot is that it's an add-in for Excel 2010. What if you're not planning to go to that new version for quite a while? What if you’ve just deployed Office 2007 in your organization? What if you're still on Office 2003, or an even earlier version? What can you do immediately to share data responsibly and easily? As it turns out, there's a feature in Excel that's been around for quite a while, that can help: Web Queries.  The Web Query feature was introduced, ostensibly, to allow Excel to pull data in from Internet Web pages…for example, data in a stock quote history table will come in nicely, as will any data in a Web page that is displayed in an HTML table.  To use the feature In Excel 2007 or 2010, click the Data Tab or the ribbon and click the “From Web” button towards the left; in older versions use the corresponding option in  the menu or  toolbars.  Next, paste a URL into the resulting dialog box and tap Enter or click the Go button.  A preview of the Web page will come up, and the dialog will allow you to select the specific table within the page whose data you’d like to import.  Here’s an example: Now just click the table, click the Import button, and the Import Data dialog appears.  You can simply click OK to bring in your data or you can first click the Properties… button and configure the data import to be refreshed at an interval in minutes that you select.  Now your data’s in the spreadsheet and ready to worked with: Your data may be vulnerable to modification, but if you’ve set up the data refresh, any accidental or malicious changes will be corrected in time anyway. The thing about this feature is that it’s most useful not for public Web pages, but for pages behind the firewall.  In effect, the Web Query feature provides an incredibly easy way to consume data in Excel that’s “published” from an application.  Users just need a URL.  They don’t need to know server and database names and since the data is read-only, providing credentials may be unnecessary, or can be handled using integrated security.  If that’s not good enough, the Web Query can be saved to a special .iqy file, which can be edited to provide POST parameter data. The only requirement is that the data must be provided in an HTML table, with the first row providing the column names.  From an ASP.NET project, it couldn’t be easier: a simple bound GridView control is totally compatible.  Use a data source control with it, and you don’t even have to write any code.  Users can link to pages that are part of an application’s UI, or developers can create pages that are specially designed for the purpose of providing an interface to the Web Query import feature.  And none of this is Microsoft- or .NET-specific.  You can create pages in any language you want (PHP comes to mind) that output the result set of a query in HTML table format, and then consume that data in a Web Query.  Then build PivotTables and charts on the data, and in Excel 2007 or 2010 you can use conditional formatting to create scorecards and dashboards. This strategy allows you to create pages that function quite similarly to the OData XML feeds rendered when .NET developers create an “Astoria” WCF Data Service.  And while it’s cool that PowerPivot and Excel 2010 can import such OData feeds, it’s good to know that older versions of Excel can function in a similar fashion, and can consume data produced by virtually any Web development platform. As a final matter, instead of just telling you that “older versions” of Excel support this feature, I’ll be more specific.  To discover what the first version of Excel was to support Web queries, go to http://bit.ly/OldSchoolXL.

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  • Oracle at the Gartner BI Summit Next Week

    - by kimberly.billings
    We're heading back to Vegas next week - this time for the Gartner Business Intelligence Summit April 12 - 14, 2010 at the Mandalay Bay Resort. Be sure to attend our Customer Case Study session featuring Beckman Coulter, Tuesday, April 13th at 9:45, then swing by our booth to have all your questions answered by Oracle BI and data warehousing experts. We will also be scheduling Face-to-Face meetings with Oracle product executives, so if you would like to schedule a meeting, submit a request via the online agenda builder and Gartner will arrange a meeting with the appropriate Oracle contact. To view the agenda and to find out more about the Gartner BI Summit, visit: http://www.gartner.com/it/page.jsp?id=1118023

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  • Oracle BI Publisher integration Guidelines published

    - by Anthony Shorten
    The Oracle Utilities Application Framework integrates with Oracle BI Publisher 10g/11g to allow reports to be submitted and viewed within the Oracle Utilities Application Framework based product. The integration is achieved using base provided algorithms that perform the integration from within the Oracle Utilities Application Framework based product. A new whitepaper has been released that outlines how to configure the algorithm for integration and also some guidelines on how to define a new report to the product for submission and viewing. The whitepaper is available from My Oracle Support at KB Id 1299732.1 titled “BI Publisher Guidelines for Oracle Utilities Application Framework”.

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  • Les solutions BI de SAS arrivent sur iPad et iPhone, du fait d'un accord avec Mellmo

    Les solutions BI de SAS arrivent sur iPad et iPhone, du fait d'un accord avec Mellmo Les appareils Apple pourraient bien faire une percée en entreprise, aidés par un accord qui vient d'être signé entre SAS et Mellmo. Ce rapprochement va permettre à SAS de mobiliser ces logiciels, et donc de proposer des applications d'analytique sur iPhone et iPad, pour permettre aux professionnels d'obtenir des analyses et des rapports sur des données business en temps réel. En clair, il s'agit de favoriser l'adoption de la BI (Business Intelligence) mobile, un type de services qui n'est pas encore très utilisé. Des craintes en termes de sécurité et de confidentialité des données, mais aussi une difficulté à appréhen...

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