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Shankar Radhakrishnan, Co-founder of BI Connector
7 Best Practices To Become A
Tableau Ninja For OBIEE
 Connecting from Tableau to OBIEE
 OBIEE as a data source – What are the challenges?
 Demo - 7 Best Practices to follow
 Sneak Preview – Connecting from Tableau to OBIEE Reports
Key Concepts
Connecting from Tableau to OBIEE –The Challenge
Business has invested years and
millions into building out the
OBIEE RPD, security, and reports
Business Users love Tableau
Data
Discovery
Visualization Mash-ups Speed of
Change
Quick to
Learn
✓ ✓ ✓ ✓ ✓
Tableau delivers the missing
self-service capabilities in
OBIEE, but unable to reuse
OBIEE metadata and
security model
Challenges with CSV/Staging
Area/Database Access
• Manual, Laborious, Inefficient
• Costly to maintain
• Data duplication
• Security issues
• Information inconsistency between
OBIEE results and Tableau results
Tableau Users Struggle to Connect to OBIEE
Native ODBC Driver
doesn’t work
• Connectivity issues
• Requires extensive changes
in OBIEE
• Primary keys not possible for
some tables
BI Connector Connects Tableau to OBIEE
Seamless
User
Experience
Secured by OBIEE
security model
No Changes to OBIEE,
Reuse OBIEE business
logic  Cost and Time
savings
Easy Installation
Quick visualization
Mash-ups
Information Consistency
Best of
Tableau +
OBIEE
OBIEE TABLEAU
OBIEE as a Data Source – Unique Challenges
OBIEE TABLEAU
OBIEE is unlike other data
sources
• Data Volume
• Meta data
• Complex schema
• Joins in OBIEE
• Security model
The 7 Best Practices to Follow
Know your
OBIEE data
model
Follow KISS
Principle
Stay within
Star Schema
Don’t
touch that
Update
Now!
Uncheck the
Auto-Update
Worksheet
Use Filters
First
Worksheet,
then Extract
1. Important to know the OBIEE
data model and OBIEE itself
2. Follow this failsafe approach
until you are comfortable
1. Keep Tableau and OBIEE side
by side
2. View the report in OBIEE
3. Identify Subject Area, Folders
and Columns in OBIEE
4. Connect to the same OBIEE
environment from Tableau
5. Create visualization in Tableau
6. Verify the results with OBIEE
Know Your OBIEE
 OBIEE data models are
complex, so start simple
 Start with a small model
• Fact + 2 Dimension
including Time
 Tableau doesn’t support
Hierarchy, be aware.
 Gain experience with simple
data models, then
experiment with complex
visualizations
Follow KISS Principle
 Watch out for subject
areas with multiple star
schemas
 OBIEE doesn’t like join
across star schemas
 Select Tables only from a
single star schema
Stay within Star Schema
Subject Area
Fact 1 Fact 2
Dim 1
Dim 2
Dim 3 Dim 4 Dim 5 Dim 6
Dim 7
Dim 8
 Update Now is expensive
• Select * from Table query
 Hide unused columns
 Use filters
 Unexpected Error ?
• Reasons:
 Underlying OBIEE RPD
column errors
• Missing physical mapping
 Join of Tables from different
Star Schemas
Don’t Click That Update Now!
 Each drag and drop into
worksheet could be a
separate OBIEE query 
Expensive
 In worksheet, disable Auto-
Update Worksheet
 Drag and drop dimensions
and measures
 Update worksheet to get data
 Faster time to report
Un-check the Auto-Update Worksheet
 Millions of rows in OBIEE Fact
tables  Performance issue
 Use Filters to query only the
required data
Faster queries
Shorter report creation time
Use Filters
 Visualize in Tableau Worksheet
before extracting OBIEE data
• Visualization verifies that the data
is correct
 Verify in OBIEE if needed
• Extract only required columns
 Use Hide Unused Column
feature
 Eliminates OBIEE RPD errors in
unused columns
• Apply Filters to extract required
data
First Worksheet, Then Extract
Recap of 7 Best Practices
Benefits of 7 Best Practices
• Access OBIEE data in live or extract methods
• Access via browser or Tableau Desktop
• Visualize, mash-up, publish, consume
• Create “Governed” OBIEE data source for
Tableau
• No changes in OBIEE, No coding required
• Alleviate OBIEE performance issues using
Tableau/BI Connector
• Connect to OBIEE 10g, 11g, 12c
Business Users IT
Download free trial at
www.biconnector.com
Happy Analysis!
To participate in OBIEE Reports Beta Program
Contact: support@biconnector.com

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Tableau Best Practices for OBIEE

  • 1. Shankar Radhakrishnan, Co-founder of BI Connector 7 Best Practices To Become A Tableau Ninja For OBIEE
  • 2.  Connecting from Tableau to OBIEE  OBIEE as a data source – What are the challenges?  Demo - 7 Best Practices to follow  Sneak Preview – Connecting from Tableau to OBIEE Reports Key Concepts
  • 3. Connecting from Tableau to OBIEE –The Challenge Business has invested years and millions into building out the OBIEE RPD, security, and reports
  • 4. Business Users love Tableau Data Discovery Visualization Mash-ups Speed of Change Quick to Learn ✓ ✓ ✓ ✓ ✓ Tableau delivers the missing self-service capabilities in OBIEE, but unable to reuse OBIEE metadata and security model
  • 5. Challenges with CSV/Staging Area/Database Access • Manual, Laborious, Inefficient • Costly to maintain • Data duplication • Security issues • Information inconsistency between OBIEE results and Tableau results Tableau Users Struggle to Connect to OBIEE Native ODBC Driver doesn’t work • Connectivity issues • Requires extensive changes in OBIEE • Primary keys not possible for some tables
  • 6. BI Connector Connects Tableau to OBIEE Seamless User Experience Secured by OBIEE security model No Changes to OBIEE, Reuse OBIEE business logic  Cost and Time savings Easy Installation Quick visualization Mash-ups Information Consistency Best of Tableau + OBIEE OBIEE TABLEAU
  • 7. OBIEE as a Data Source – Unique Challenges OBIEE TABLEAU OBIEE is unlike other data sources • Data Volume • Meta data • Complex schema • Joins in OBIEE • Security model
  • 8. The 7 Best Practices to Follow Know your OBIEE data model Follow KISS Principle Stay within Star Schema Don’t touch that Update Now! Uncheck the Auto-Update Worksheet Use Filters First Worksheet, then Extract
  • 9. 1. Important to know the OBIEE data model and OBIEE itself 2. Follow this failsafe approach until you are comfortable 1. Keep Tableau and OBIEE side by side 2. View the report in OBIEE 3. Identify Subject Area, Folders and Columns in OBIEE 4. Connect to the same OBIEE environment from Tableau 5. Create visualization in Tableau 6. Verify the results with OBIEE Know Your OBIEE
  • 10.  OBIEE data models are complex, so start simple  Start with a small model • Fact + 2 Dimension including Time  Tableau doesn’t support Hierarchy, be aware.  Gain experience with simple data models, then experiment with complex visualizations Follow KISS Principle
  • 11.  Watch out for subject areas with multiple star schemas  OBIEE doesn’t like join across star schemas  Select Tables only from a single star schema Stay within Star Schema Subject Area Fact 1 Fact 2 Dim 1 Dim 2 Dim 3 Dim 4 Dim 5 Dim 6 Dim 7 Dim 8
  • 12.  Update Now is expensive • Select * from Table query  Hide unused columns  Use filters  Unexpected Error ? • Reasons:  Underlying OBIEE RPD column errors • Missing physical mapping  Join of Tables from different Star Schemas Don’t Click That Update Now!
  • 13.  Each drag and drop into worksheet could be a separate OBIEE query  Expensive  In worksheet, disable Auto- Update Worksheet  Drag and drop dimensions and measures  Update worksheet to get data  Faster time to report Un-check the Auto-Update Worksheet
  • 14.  Millions of rows in OBIEE Fact tables  Performance issue  Use Filters to query only the required data Faster queries Shorter report creation time Use Filters
  • 15.  Visualize in Tableau Worksheet before extracting OBIEE data • Visualization verifies that the data is correct  Verify in OBIEE if needed • Extract only required columns  Use Hide Unused Column feature  Eliminates OBIEE RPD errors in unused columns • Apply Filters to extract required data First Worksheet, Then Extract
  • 16. Recap of 7 Best Practices
  • 17. Benefits of 7 Best Practices • Access OBIEE data in live or extract methods • Access via browser or Tableau Desktop • Visualize, mash-up, publish, consume • Create “Governed” OBIEE data source for Tableau • No changes in OBIEE, No coding required • Alleviate OBIEE performance issues using Tableau/BI Connector • Connect to OBIEE 10g, 11g, 12c Business Users IT
  • 18. Download free trial at www.biconnector.com Happy Analysis! To participate in OBIEE Reports Beta Program Contact: support@biconnector.com