Download Sec.1

Business Intelligence & Analytics
E. Tom Owens
Director IT
Wah Chang
Todays Objectives
 Know definition of Business Intelligence (BI)
 Know the difference between BI and Data




Warehousing
How is BI derived - structure
Examples for understanding
Enterprise Performance Management Tools
Q&A
<Insert Picture Here>
Definition : business Intelligence
Definition: Business Intelligence
A broad category of applications and technologies for
gathering, providing access to, and analyzing data for the
purpose of helping enterprise users make better decisions
and reports. The term implies you have a complete
understanding of your business. We must have a strong
knowledge about all factors of your company including
customers, competition, business partners, internal
operations, and the economic environment to make
effective and good quality business decisions. Business
Intelligence allows you to make these kinds of decisions.
The term BI was used as early as 1996 When Gartner Group said:
By 2000, Information Democracy will emerge in forward-thinking enterprises, with
Business Intelligence information and applications available broadly to employees,
consultants, customers, suppliers and the public.
Quiz
Question:
 What is business intelligence?
Pervasive Information Access
Through a Unified BI Foundation
Desktop
Gadgets
Ad-hoc
Analysis
Interactive
Dashboards
Search
Reporting &
Publishing
Proactive
Detection
and Alerts
Disconnected
& Mobile
Analytics
MS Office
& Outlook
Integration
Common Enterprise Information Model
Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS
Systems
Data Warehouse
Data Mart
Essbase
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
What do we do with it?
Portals
Data Mining
Applications
Desktop Tools
Any JSR 168 Portal
Oracle Data Mining,
SPSS, SAS
Oracle EBS, Siebel, SAP,
PeopleSoft, JD Edwards ..
Excel, Outlook,
Lotus Notes ..
Enterprise Performance Management System
Business Intelligence Foundation
Security
Oracle
Kerberos
iPlanet
MSFT AD
Novell
Custom
Others ..
Data Access
Oracle RDBMS
Oracle OLAP Option
Microsoft SQL Server &
Analysis Services
IBM DB2
Teradata
Essbase
SAP BW
XML, Excel, Text
Data Integration
Oracle Data Integrator
(Sunopsis)
Oracle Warehouse Builder
Informatica
Ascential
Others ..
Ad-hoc Query Capability
 Comprehensive subject







areas available for Adhoc analysis
New Calculated Fields
Available within Market
Leading BI Toolset
Easy to use Charting
tool
Formatting
Widgets
Highlighting
Multi-language
BI Applications
Multi-Source Analytics with Single Architecture
Auto
Comms
& Media
Complex Consumer
Sector
Mfg
Sales
Service &
Contact
Center
Pipeline
Analysis
Energy
Financial
Services
High
Tech
Insurance
Life
& Health Sciences
Public
Sector
Travel
& Trans
Marketing
Order
Management
& Fulfillment
Supply
Chain
Financials
Human
Resources
Churn
Propensity
Campaign
Scorecard
Order
Linearity
Supplier
Performance
A/R & A/P
Analysis
Employee
Productivity
Triangulated
Forecasting
Customer
Satisfaction
Response
Rates
Orders
vs. Available
Inventory
Spend
Analysis
Sales Team
Effectiveness
Resolution
Rates
Product
Propensity
Cycle Time
Analysis
Procurement
Cycle Times
Customer
& Product
Profitability
HR Compliance
Reporting
Up-sell /
Cross-sell
Service Rep
Effectiveness
Loyalty and
Attrition
Backlog
Analysis
Inventory
Availability
P&L Analysis
Workforce
Profile
Cycle Time
Analysis
Service Cost
Analysis
Market Basket
Analysis
Fulfillment
Status
Employee
Expenses
Expense
Management
Turnover
Trends
Lead
Conversion
Service
Trends
Campaign ROI
Customer
Receivables
BOM Analysis
Cash Flow
Analysis
Return on
Human Capital
GL / Balance Compensation
Sheet Analysis
Analysis
Other Operational
& Analytic Sources
Prebuilt adapters:
BI Suite Enterprise Edition
<Insert Picture Here>
Value of Pre-built BI Applications
Change the Economics of BI
Build from Scratch
with Traditional BI Tools
Oracle BI Applications
Training / Roll-out
BI Applications
solutions approach:
• Faster time to value
• Lower TCO
• Assured business value
Define Metrics
& Dashboards
DW Design
Training / Rollout
Back-end
ETL and
Mapping
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping
Months or Years
Weeks or Months
Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis
Easy to use, easy to adapt
Role-based dashboards and
thousands of pre-defined metrics
Prebuilt DW design, adapts to your
EDW
Prebuilt Business Adapters for
Oracle, PeopleSoft, Siebel, SAP,
others
EXAMPLE OF BI IN ACTION
AFLAC GOOSE FARM
PROFIT ANALYSIS FOR 2007
<Insert Picture Here>
Technical Overview
Oracle BI Applications Architecture
Dashboards by Role
Oracle BI
Presentation
Services
Logical Model / Subject Areas
Oracle BI
Server
Physical Map
Metadata
Metrics / KPIs
Data Warehouse /
Data Model
Direct
Access to
Source
Data
Load Process
Staging Area
ETL
DAC
Administration
Reports, Analysis / Analytic
Workflows
Extraction Process
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
Other





Role Based Dashboards
Analytic Workflow
Guided Navigation
Security / Visibility
Alerts & Proactive Delivery




Logical to Physical Abstraction Layer
Calculations and Metrics Definition
Visibility & Personalization
Dynamic SQL Generation




Abstracted Data Model
Conformed Dimensions
Heterogeneous Database support
Database specific indexing



Highly Parallel
Multistage and Customizable
Deployment Modularity
ETL Overview
Dashboards by Role
Oracle BI
Presentation
Services
Logical Model / Subject Areas
Oracle BI
Server
Physical Map
Metadata
Metrics / KPIs
Data Warehouse /
Data Model
Direct
Access to
Source
Data
Load Process
Staging Area
ETL
DAC
Administration
Reports, Analysis / Analytic
Workflows
Extraction Process
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
Other
 Three approaches to accessing / loading
source data
 Batch ETL
 Low Latency ETL
 Direct access to source data from Server
 ETL Layered architecture for extract,
universal staging and load
 Provides isolation, modularity and extensibility
 Ability to support source systems version
changes quickly
 Ability to extend with additional adapters
 Slowly changing dimensions support
 Architected for performance
 All mappings architected with incremental
extractions
 Highly optimized and concurrent loads
 Bulk Loader enabled for all databases
 Datawarehouse Application Console (DAC)
 Application Administration, Execution and
Monitoring (ETL-Extract, transform, load)
Data Warehouse Application Console (DAC)
DAC is a metadata driven administration and deployment tool for ETL
and data warehouse objects
 Used by warehouse developers and ETL Administrator
 Application Configuration

 Manages metadata-driven task dependencies and relationships
 Allows creating custom ETL execution plans
 Allows for dry-run development and testing

Execution






Enables parallel loading for high performance ETL
Facilitates in index management and database statistics collection
Automates change capture for Siebel OLTP
Assists in capturing deleted records
Fine grain restartability
Monitoring
 Enables remote admin and monitoring
 Provides runtime metadata validation checks
 Provides in-context documentation
Physical Data Model Overview
Dashboards by Role

Oracle BI
Presentation
Services

Oracle BI
Server
Physical Map
Metadata
Logical Model / Subject Areas
Direct
Access to
Source
Data




Load Process
Staging Area
ETL
Extraction Process
Oracle SAP R/3


Data Warehouse /
Data Model
DAC
Administration
Reports, Analysis / Analytic
Workflows
Metrics / KPIs
Siebel
PSFT
EDW
Federated Data Sources
Modular enterprise-wide data warehouse
data model with conformed dimensions
Other

Sales, Service, Marketing, Distribution,
Finance, Workforce, Operations and
Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular
fashion
Tracks historical changes
Supports multi-currency, multi-languages
Implemented and optimized for Oracle, SQL
Server, IBM UDB/390, Teradata
Selected Key Entities of Business Analytics Warehouse
Sales
 Opportunities
 Quotes
 Pipeline
Order Management






Sales Order Lines
Sales Schedule Lines
Bookings
Pick Lines
Billings
Backlogs
Marketing
 Campaigns
 Responses
 Marketing Costs
Supply Chain





Purchase Order Lines
Purchase Requisition Lines
Purchase Order Receipts
Inventory Balance
Inventory Transactions
Finance




Receivables
Payables
General Ledger
COGS
Call Center





ACD Events
Rep Activities
Contact-Rep Snapshot
Targets and Benchmark
IVR Navigation History
Service
 Service Requests
 Activities
 Agreements
Workforce
 Compensation
 Employee Profile
 Employee Events
Pharma
 Prescriptions
 Syndicated Market Data
Financials
 Financial Assets
 Insurance Claims
Public Sector




Benefits
Cases
Incidents
Leads
Conformed Dimensions















Customer
Products
Suppliers
Internal Organizations
Customer Locations
Customer Contacts
GL Accounts
Employee
Sales Reps
Service Reps
Partners
Campaign
Offers
Cost Centers
Profit Centers
Modular DW Data Warehouse Data
Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
Server Repository Overview
Dashboards by Role

Oracle BI
Presentation
Services
 Separation of physical, logical and
presentation layers
 Logical modeling builds upon complex
physical data structures
 Logical model independent of physical
data sources, i.e. same logical model
can be remapped quickly to another
data source
Oracle BI
Server
Physical Map
Metadata
Logical Model / Subject Areas

Direct
Access to
Source
Data
Load Process
Staging Area
ETL
Extraction Process
Oracle SAP R/3
Siebel
PSFT




EDW
Federated Data Sources
Other
Metrics / KPIs
 Multi-pass complex calculated metrics
(across multiple fact tables)
 One Logical Fact can span several
table sources including aggregates and
real-time partitions
 Level based metrics
Data Warehouse /
Data Model
DAC
Administration
Reports, Analysis / Analytic
Workflows
Metrics / KPIs
Multi-layered Abstraction
Aggregate navigation
Federation of queries
Security and visibility
Prebuilt hierarchy drills and cross
dimensional drills
Tools and Web Catalog Overview

Dashboards by Role
Covering more than 100 roles
Oracle BI
Presentation
Services

Oracle BI
Server
Physical Map
Metadata
Logical Model / Subject Areas
Data Warehouse /
Data Model
Direct
Access to
Source
Data

ETL
Guided Navigation
Conditional navigational links
Analytic Workflows
Action Links
Direct navigation from record to
transactional while maintaining context
Load Process
Staging Area
Navigation
Most reports have at least one level of
navigation embedded
Drill to details from many interactive
elements, e.g. chart segments

DAC
Administration
Reports, Analysis / Analytic
Workflows
Metrics / KPIs
Role based dashboards

Alerts
Scheduled and Conditional iBots
Extraction Process

Highlighting
Conditional highlighting that provides
context on metrics (is it good or bad?)
Oracle SAP R/3
Siebel
PSFT
EDW
Federated Data Sources
Other
ENTERPROSE PERFORMANCE MANAGEMENT
TOOLS
Today’s Objectives
 Know definition of Business Intelligence (BI)
 Know the difference between BI and Data
Warehousing
 How is BI derived - structure
 Examples for understanding
 Enterprise Performance Management Tools