Otbi overview ow13

OTBI slides from Open World 2013

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

2. 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.”

3. 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

4. Oracle Transactional Business Intelligence 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

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

6. 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

7. ROLAP Queries Fusion BI Architecture Fusion Application Transactional Database 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 OBIA Data Warehouse 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 Advanced Analytics (OBIA) Fusion Embedded Analytics Real-Time reporting (OTBI) Content Summary: 300+ embedded analytics OBIA: 3,000+ reports, 4,000+ metrics OTBI: Covers 35+ Fusion Products

8. Common Semantic Layer Common BI Catalog 3 layers: Presentation Logical Physical Connection pools to Fusion Application Weblogic Servers

9. Subject Areas Dimensions Attributes Fact Measures OTBI Presentation Catalog 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

10. OTBI - Extensive Reporting Content HCM Benefits Compensation Payroll Workforce Talent Review Workforce Goals Workforce Performance Workforce Profiles Workforce Management 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

11. OTBI – Extensive Reporting Content Unique Reportable Data Fields 2339 Financial 3983 CRM 1299 Project 808 Procurement 1739 SCM 1457 HCM

12. 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

13. OTBI Reporting Tools 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

14. 15 Fusion Reports and Analytics Work Area Access BI Catalog in Fusion Application 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 Fusion Reports and Analytics Work Area

15. BI Composer Fusion BI Report Wizard BI Catalog BI Presentation Catalog Create Report Wizard Launch BI Answers

16. BI Answers BI Report Authoring Tool 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

17. BI Publisher BI Report Authoring and Publishing Tool 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

18. 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

19. 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 Fusion Applications Fusion Admin User Configure Flex Fields Flexfields are available in OTBI Subject Areas OTBI Ad-hoc query Fusion User

20. 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

21. 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

22. 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 Embedding OTBI in Fusion Applications

23. Embed OTBI Reports in Fusion Application Fusion Page Personalization

24. Fusion Application Dashboards & Home Pages Personalize role based Home Page Combine context aware BI and transactional content Navigate BI actions to related Fusion Applications information Contextual, Relevant, Actionable

25. 2 X 2 layout

26. 2 X 2 layout

27. Embedding BI in Fusion Application Context Passing from Fusion Application to BI Select Territory to view Territory Quota History Trend for Different Territories

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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)

34. The preced ing 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.”

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36. BI Server Common Enterprise Information Model Essbase Dimension Management Predictive Analytics Interactive Dashboards Reporting & Publishing Query & Analysis Detect & Alert Office Integration Search Embedded Mobile Scorecards 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 Oracle Business Analytics Hardware And Software Engineered To Work Together

37. Configure Flex Fields Enable BI flex Deploy flex fields Fusion Applications 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 Extend Flex Fields to OTBI Fusion User OBIEE Common Logical Model Presentation Layer Logical Layer Physical Layer Job Name: Import Oracle Fusion Data Extensions for Transactional Business Intelligence

38. Embedding BI in Fusion Application Launch A Transaction from BI

39. Duty Roles Control OTBI Object Security Fusion Job Role Compensation Analyst User 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