OTBI slides from Open World 2013

1. Copyright © 2013, Oracle and/or its affiliates. 1 All rights reserved.

2. Fusion Transactional
Business Intelligence (OTBI)
– Technical Deep Dive
Ling Xiang Oracle BI Applications Product Manager
Tom Higgins Schneider Electric, Director HR
Application Services

3. The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing
decisions. The development, release, and timing of any
features or functionality described for Oracle’s products
remains at the sole discretion of
Oracle Corporation.”
Copyright © 2013, Oracle and/or its affiliates. 3 All rights reserved.

4. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 4 All rights reserved.

5. Oracle Transactional Business Intelligence
Copyright © 2013, Oracle and/or its affiliates. 5 All rights reserved.
 Real-time, self-service end user
reporting tool for Fusion
Applications
 Seamlessly integrated with Fusion
Applications, support Fusion
extensions
 Fully leverage Oracle Business
Intelligence Enterprise Edition

6. OTBI Features
Key Value Proposition
Real Time Business Intelligence
• No latency
• No persistent data store (other than OLTP)
• Ad hoc analysis using OBIEE platform
Ease of Use
• A rich library of delivered content
• Folder structure similar to Fusion Apps
• Prebuilt calculated measures
• Minimal configuration
Integration with Fusion Applications
Copyright © 2013, Oracle and/or its affiliates. 6 All rights reserved.
Highly Interactive
• Utilizes Best-in-Class OBIEE features like
alerts, action framework
• Context passed between Fusion
Application and BI
• Trees / hierarchies propagated to BI from
Fusion Applications
• Unified definition of key entities (Customer,
Invoice, Date, Account, etc.)
• Stars with Common dimensions
Extensible
• Architected to seamlessly leverage Fusion
Apps concepts (flex fields, trees, security,
multi-language support …)
• Single Sign on
• Leverage Fusion application security
• Column labels propagated to reporting
• Embedded content
Consistent Semantic Model

7. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 7 All rights reserved.

8. Fusion BI Architecture
ROLAP Queries
Advanced
Analytics
(OBIA)
Fusion Application
Transactional Database
OBIA Data Warehouse
Copyright © 2013, Oracle and/or its affiliates. 8 All rights reserved.
BI View Objects
BI View Objects:
 Are single source of truth for BI
 Represent facts and dimensions
 Implement Fusion data security
 Handle Multi-Language Support
EBS, PSFT, Other
non-Oracle
BI Common Semantic Model
ETL
BI Common Semantic Model:
 Supports highly aggregated trending
and real-time transaction listings from a
single query model
Real-Time
Queries
Fusion
Embedded
Analytics
Real-Time
reporting
(OTBI)
Content Summary:
 300+ embedded analytics
 OBIA: 3,000+ reports, 4,000+ metrics
 OTBI: Covers 35+ Fusion Products

9. Common Semantic Layer
Copyright © 2013, Oracle and/or its affiliates. 9 All rights reserved.
• Common BI Catalog
• 3 layers:
•Presentation
•Logical
•Physical
• Connection pools to
Fusion Application
Weblogic Servers

10. OTBI Presentation Catalog
Copyright © 2013, Oracle and/or its affiliates. 10 All rights reserved.
Subject Areas
Dimensions
Attributes
Fact
Measures
• Presentation Catalog
organizes Fusion data in
easy-to-understand
functional subject areas
• OTBI Subject Areas all
end with ‘Real-Time’
• Subject areas are
secured by Fusion
application security

11. OTBI - Extensive Reporting Content
HCM
 Benefits
 Compensation
 Payroll
 Workforce Talent Review
 Workforce Goals
 Workforce Performance
 Workforce Profiles
 Workforce Management
Copyright © 2013, Oracle and/or its affiliates. 11 All rights reserved.
CRM
 Incentive Compensation
 Marketing
 Marketing Segmentation
 Partners
 Sales
Financials
 General Ledger
 Sub Ledger Accounting
 Intercompany
 Payable
 Receivable
 Fixed Assets
 Cash Management
SCM
 Inventory
 Distributed Order Orchestration
 Costing
 Product Information
Management
 Shipping
Projects
 Project Billing
 Project Costing
 Project Control
Procurement
 Purchasing
 Self-Service Procurement
 Sourcing
 iSupplier Portal

12. OTBI – Extensive Reporting Content
Unique Reportable Data Fields
HCM
Project
Copyright © 2013, Oracle and/or its affiliates. 12 All rights reserved.
Financial
2339
CRM
3983
1299
Procurement
808
SCM
1739
1457

13. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 13 All rights reserved.

14. OTBI Reporting Tools
Copyright © 2013, Oracle and/or its affiliates. 14 All rights reserved.
Casual Users
• Run Report
• Create Simple Reports
Fusion BI Composer
Report Authors
• Create full-featured reports
• More graph options, action Links,
conditional format
• Create dashboards
• Schedule Reports
• Leverage OBIEE technology
Oracle BI Answers
Oracle BI Publisher
Report Authors
• Create fixed-format reports
• Use OTBI Subject Areas as data
source
• Schedule, FTP Reports, Bursting
1
2
3

15. Fusion Reports and Analytics Work Area
Access BI Catalog in Fusion Application
Fusion Reports and Analytics Work Area
• Browse and view entire BI Catalog
• Access personal & shared reports
• Create new reports with BI Composer
• Launch BI Answers for advanced actions
• Navigator -> Tools ->
Reports and Analytics
Copyright © 2013, Oracle and/or its affiliates. 15 All rights reserved. 15

16. BI Composer
Fusion BI Report Wizard
BI Catalog
Copyright © 2013, Oracle and/or its affiliates. 16 All rights reserved.
Create Report Wizard
BI Presentation Catalog
Launch BI Answers

17. BI Answers
BI Report Authoring Tool
Copyright © 2013, Oracle and/or its affiliates. 17 All rights reserved.
With BI Answers, You can:
• Format columns and data
• Configure conditional formatting
• Configure Graphs (prompts, pivot
view subtotal)
• Configure report interactions (action
links, web service calls, etc.)
• Print to PDF, HTML
• Export Data, PDF, Excel, PowerPoint,
web archive, etc
• Create BI Dashboards
• Schedule (deliver to Home Page and
Dashboards, or e-mail, mobile
devices, can be triggered by a
condition)
• Embed OTBI reports in Fusion
Applications

18. BI Publisher
BI Report Authoring and Publishing Tool
Copyright © 2013, Oracle and/or its affiliates. 18 All rights reserved.
With BI Publisher, You Can:
• Create fix-formatted reports using multiple
layouts
• Create reports from a data model that
combines multiple data sources
• Create reports directly from BI subject
areas
• Report with local CSV data files
• View reports in interactive mode
• Schedule reports to e-mail, printer, fax,
FTP, or web folders, etc.
• Archive report outputs
• Deliver a report to multiple destinations or
formats using Bursting
• Embed BIP reports in Fusion Applications
Report
output
Data Logic
Layout
Translation BI Publisher

19. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 19 All rights reserved.

20. Fusion Flex Fields Integration
• Support Key and Descriptive Flex Field extension
• BI Extender extends Flex Fields to BI Presentation Layer
• Flex fields are preserved during Fusion application
upgrades
• Extensible Flex field support is planned
Configure Flex Fields
Enable BI Flex Fields
Deploy Flex Field VOs
Launch BI Extender ESS Job
Copyright © 2013, Oracle and/or its affiliates. 20 All rights reserved.
Fusion Applications
Fusion
Admin User
Configure Flex
Fields
OTBI
Flexfields are available in
OTBI Subject Areas
Fusion User
Ad-hoc query

21. Security Integration with Fusion Applications
 User is authenticated through Oracle Internet Directory (OID) as in
Fusion Applications;
 Leverages Fusion Users and Job Roles; OTBI Duty Roles controls
OTBI object Privileges
 No separate user security setup required for OTBI;
– Data Security - Uses the same data security as Oracle Fusion
applications
– Object Security - OTBI Duty Roles control access to
 Subject Areas
 Web Catalog report folders
Copyright © 2013, Oracle and/or its affiliates. 21 All rights reserved.

22. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 22 All rights reserved.

23. Embedding OTBI in Fusion Applications
• Embed BI reports/dashboards on Fusion Application
Home Page
• Embed a BI report within a Fusion transactional
business process
• Navigate from a BI report to a Fusion Application
Copyright © 2013, Oracle and/or its affiliates. 23 All rights reserved.

24. Embed OTBI Reports in Fusion Application
Fusion Page Personalization
Copyright © 2013, Oracle and/or its affiliates. 24 All rights reserved.

25. Fusion Application Dashboards & Home Pages
Copyright © 2013, Oracle and/or its affiliates. 25 All rights reserved.
• Personalize role based
Home Page
• Combine context aware
BI and transactional
content
• Navigate BI actions to
related Fusion
Applications information
Contextual, Relevant, Actionable

26.  2 X 2 layout
Copyright © 2013, Oracle and/or its affiliates. 26 All rights reserved.

27.  2 X 2 layout
Copyright © 2013, Oracle and/or its affiliates. 27 All rights reserved.

28. Embedding BI in Fusion Application
Context Passing from Fusion Application to BI
Select Territory
to view Territory
Quota History
Trend for
Different
Territories
Copyright © 2013, Oracle and/or its affiliates. 28 All rights reserved.

29. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 29 All rights reserved.

30. BI Mobile for Fusion (New with Release 7)
• Customers download Oracle BI Mobile HD from Apple Store
• Connect to Fusion OTBI SaaS instance with host name and port number
• OTBI reports and dashboards are viewable on tablets real time
Copyright © 2013, Oracle and/or its affiliates. 30 All rights reserved.

31. Smart View for Fusion (New with Release 7)
• Smart View integration allows
users to
• Access and integrate BI
content from within MS Office
products
• Run BI reports in MS Office
• Create ad-hoc reports in Excel,
Word, or PowerPoint using BI
subject areas
• Publish reports to BI catalog
• Requires OBIEE 11.1.1.7.0
Copyright © 2013, Oracle and/or its affiliates. 31 All rights reserved.

32. Fusion BI Tutorials on Oracle Learning Library
 From Oracle Learning Library, search for Fusion Applications
http://apex.oracle.com/pls/apex/f?p=44785:2:0:::2:P2_GROUP_ID:1010
Copyright © 2013, Oracle and/or its affiliates. 32 All rights reserved.

33. Program Agenda
 Oracle Transactional Business Intelligence
• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
 Schneider Electric Fusion OTBI Reporting
Copyright © 2013, Oracle and/or its affiliates. 33 All rights reserved.

34. Product Demos
 Database, Middleware, Big Data & Business Analytics
(Oracle Business Intelligence and BI Publisher)
– Moscone South
 BI Applications (HR Analytics)
– Moscone West
 Fusion Applications (OTBI demo)
– Moscone West, Palace Hotel (HCM)
Copyright © 2013, Oracle and/or its affiliates. 34 All rights reserved.

35. The preceding is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing
decisions. The development, release, and timing of any
features or functionality described for Oracle’s products
remains at the sole discretion of
Oracle Corporation.”
Copyright © 2013, Oracle and/or its affiliates. 35 All rights reserved.

36. Graphic Section Divider
Copyright © 2013, Oracle and/or its affiliates. 36 All rights reserved.

37. Copyright © 2013, Oracle and/or its affiliates. 37 All rights reserved.

38. Oracle Business Analytics
Hardware And Software Engineered To Work Together
BI Server
Copyright © 2013, Oracle and/or its affiliates. 38 All rights reserved.
Scorecards Search Embedded Mobile
Common Enterprise Information Model
Essbase
Dimension
Management
Predictive
Analytics
Interactive
Dashboards
Reporting &
Publishing
Query &
Analysis
Detect
& Alert
Office
Integration
BI Foundation
ERP
Analytics
Strategy
Management
Financial Close &
Reporting
Planning &
Forecasting
Profitability
Management
CRM
Analytics
Industry
Analytics
Analytic
Applications
Data
Mgmt
Database Data Integration Content Management
Servers/
Storage
Exalytics In-Memory
Engineered System
Storage & Tape
Exadata Engineered
System
Virtualization

39. Extend Flex Fields to OTBI
Copyright © 2013, Oracle and/or its affiliates. 39 All rights reserved.
Fusion Applications
Configure Flex Fields
Enable BI flex
Deploy flex fields
Fusion Database
Fusion Admin
User
BI View Objects
Configure Flex
Fields
Ad-hoc query
Flex Field VO s
Created in Fusion
Database
Run BI Extender ESS Job to
auto-extend OTBI
Retrieves Flex Field Changes
BI Extender auto-extends flex fields in BI
• Import Flex Field View Objects to BI Repository
• Map Logical and Presentation Layers based on mapping
rules
Fusion User
OBIEE Common Logical Model
Presentation
Layer
Logical Layer
Physical
Layer
Job Name:
Import Oracle Fusion
Data Extensions for
Transactional Business
Intelligence

40. Embedding BI in Fusion Application
Launch A Transaction from BI
Copyright © 2013, Oracle and/or its affiliates. 40 All rights reserved.

41. Duty Roles Control OTBI Object Security
Fusion Job Role
Compensation
Analyst
User
Copyright © 2013, Oracle and/or its affiliates. 41 All rights reserved.
BI Duty Role
Compensation
Transaction
Analysis Duty
Is
Assigned
Associated
With
Subject Areas:
Salary Details Real Time
Stock Details Real Time
Web Catalog Folders
Shared Folders ->
Human Capital
Management ->
Compensation
Associated
With
Associated
With
Job Role: Compensation
Analyst