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Oracle Business Intelligence & Data Warehousing Overview Sankar Bala DW/BI Specialist [email protected] 469.583.0261 What is intelligent data? Business Analytics • Automated management reporting Process Controls and Data Integrity Information Value • KPIs Information Made Powerful • Driver based forecasting • Near real-time view of business • Actionable projections • Performance Management / measurable accountability to results Data Collection Enterprise Data Warehouse • Standardize business logic and rules • Process controls & data integrity Operations Data Finance Data Sales/Inv Data Data Made Meaningful • Single source of data • Official source for financial, sales, operational and management reporting Source Systems • Legacy systems with a long heritage Raw Data • Mission critical applications (ERP, Billing, Merchandising, etc…) • Data is made meaningful when there are standardized definitions, process controls and a focus on data integrity • Information is made powerful when this transformed data is used by management to improve business efficiency Road to Success Realizing your corporate Strategy will require the integration of people, process and technology Legacy Environment Business Strategy People New BI Solution Processes Technology Success criteria: • Business Strategy •Improve Top Line Sales •Improve Margin •Increase customer service •Increase accountability • People •Actionable Information •Accessibility of Information •Varying skill levels • Processes •Data Quality •Standard Business Language •Standard Metrics & KPI’s • Technology •Scalability •Stability •Flexibility •Mainstream Typical BI Environment Oracle Warehouse Builder Informatica PowerCenter Ab Initio Co-Op IBM Ascential Oracle OLAP Hyperion EssBase Cognos PowerPlay MS OLAP OLAP Engine ETL Tool Lineage Analytic Apps Transformation Engine ETLTool Oracle Balance Scorecard Hyperion Scorecard Cognos Metrics Mgr Mining Engine Query & Analysis Database Transformation Engine Reporting Engine Oracle 10g IBM DB2 Enterprise NCR Teradata Reporting MS SQL Server Oracle BI Platform / XML Publisher Oracle Data Miner Business Objects XI SAS Enterprise Miner Cognos 8 BI SPSS Clementine MicroStrategy 8 Hyperion 9 BI + Name/Address Scrubbing Oracle EPB Hyperion Planning Cognos Planning Business Objects SRC P o r t a l Oracle Portal BEA WebLogic IBM WebSphere MS Share Point Typical BI Environment RDBMS ETL Cleansing Lineage OLAP Data Mining Query & Reporting Enterprise Reporting Analytical Applications Portal What About ? GIS Collaboration Unstructured Data Enterprise Security Identity Management Application Integration Metadata Management Business Activity Monitoring Business Process Flow Management Only ORACLE Can ! RDBMS ETL Cleansing Lineage OLAP Data Mining Query & Reporting Enterprise Reporting Analytical Applications Portal GIS Collaboration Unstructured Data Enterprise Security Identity Management Application Integration Metadata Management Business Activity Monitoring Business Process Flow Management Simplify OLAP Engine • Eliminate redundancy ETL Tool Lineage Analytic Apps Transformation Engine Mining Engine Query & Analysis P o r t a l • Reduce number of moving parts ETLTool Database Transformation Engine Name/Address Scrubbing Reporting Engine Enterprise Reporting • Develop “best practice” architecture Simplify OLAP Engine ETL Tool Analytic Apps Transformation Engine ETLTool Lineage Mining Engine Query & Analysis Database Transformation Engine Name/Address Scrubbing Reporting Engine P o r t a l Enterprise Reporting • Metadata Mgmt • Enterprise Security • Collaboration • Application Integration • GIS • Identity Mgmt • Business Process Flow Mgmt • Unstructured Data DW/BI Products Oracle Business Intelligence SE-1 Oracle Business Intelligence SE Oracle Business Intelligence EE • • • • • • • • • • • • • • • • • • • • • • SE1 Database ETL Analytic Server Query & Analysis Dashboards Server Administration Targeted to SME Customers Discoverer Discoverer OLAP Discoverer Plus Discoverer Viewer Reports BI Beans MSFT Office Add-In Oracle Database ETL, OLAP, Data Mining Analytic Server Query & Analysis Dashboards Reporting & Publishing Sense & Respond Offline Analytics MSFT Office Add-In Server Administration Oracle10g Warehouse Builder What is Oracle Warehouse Builder? Enables the extraction, transformation, and loading of data to produce quality information in the Oracle database Protects and leverages customer investment in the Oracle technology stack through data and metadata integration Gartner ETL Magic Quadrant, 1H05 Disclaimer: The Magic Quadrant is copyrighted 11 May 2005 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Magic Quadrant for Extraction, Transformation and Loading, 1H05, T. Friedman, B.Gassman, May 2005 Sample Customers Design and Deployment With Oracle Warehouse Builder 1 Design Target Objects 3 Map & Transform 4 2 • • • • 5 Extract Source Metadata Relational Flat Files Applications Mainframe Generate & Validate Deploy Code • • • • 6 Run Oracle9i/10g OLAP Flat file BI tools 10gR2 themes Enabling Quality Information Enabling Business Intelligence Enabling Expertise capture Enabling Quality Information Quality Monitoring Information Profile Data Execute Deploy Quality Transformation Quality Assessment Capture Metadata Metadata Management Process Flow Data Flow Data Rules Quality Design Data Quality in OWB Data Quality functionalities are integrated into ETL processes – – Disciplined approach to Data Quality, not an afterthought Data Quality is modeled, executed and audited just like any other transformation Consists of – – – Data Profiling Name and Address Cleansing Match-Merge Data Profiling Allow users to analyze data – discover the structural content – capture the semantics – Identify anomalies and outliers Automatically derive business rules and maps to clean data Derive Quality Indices (e.g. 6-sigma) Auditors monitor quality on an ongoing basis Integrated as part of ETL Columns Pattern Hdate SSN Phone Id Contact YYYY-MM-DD 9(3)-9(2)-9(4) 9(3)-9(3)-9(4) 9(5) [email protected] Format Date US Social Security Number US Phone Number <Not Found> Email Format % Unique Compliant 82% 3% 16% N/A Yes 99% No Data Profiling Enabling Business Intelligence Design Derivation BI Defs Preview Metadata Management Deploy Generation Enabling Business Intelligence – New in 10gR2 Relational and Dimensional Data Object Designer Business Intelligence Object Derivation Data Object Design One Editor Dimensions, cubes, tables, views, complex objects, … Support for Star, Snowflake, Skip-Level, calculated measures, … One editor for creation, configuration, validation, code generation, impact analysis, deployment, data viewing Data Object Editor Business Intelligence Object Derivation Create and Derive Business intelligence objects Oracle OLAP Cubes & Dimensions OracleBI Discoverer EUL OracleBI Beans Reports Included in Lineage and Impact analysis! Designer Relational & OLAP Catalogs, 10g Scheduler, Workflow z Warehouse Builder Discoverer BI Beans Enabling Expertise Capture Expertise BI Defs Enabling Business Intelligence Information Enabling Quality Information Enabling Expertise capture – New in 10gR2 Re-use OWB Components to build your OWN application! – Define best practices & directed guidance Run Standalone or within OWB Design-time Declarative Definition & Guided execution E.g. “Data-Mover” Expert – Offers users the ability to easily copy data from: Table-to-Table File-to-Table Expert Editor Sources & Targets Targets Sources Oracle – Tables, Views, MViews, Queues, External Tables, Table Functions, Streams, PL/SQL API’s, Sqlloader… DB2, Sybase, SQLServer, Informix, Mainframes, … (Oracle Transparent Gateways) ODBC Flat Files Applications – Oracle Apps – Peoplesoft – SAP – Custom SQL App Oracle Tables, Queues, Table Functions, Streams, PL/SQL API’s, … DB2, Sybase, SQLServer, Informix, Mainframes, … (Oracle Transparent Gateways) ODBC Flat Files Applications – Oracle Apps – Peoplesoft – Custom SQL App – Enhanced ERP Integration Metadata adapters for: – – Oracle EBusiness Suite Peoplesoft Enhancements to SAP adapter: – – – – Direct ABAP processing ABAP Join Ranking Variable support Sub-Process flow integration Transportable Modules Move large data volumes quickly and easily between Oracle instances – Perform fast bulk loads – Performance & usability gains over traditional technologies (DB Links, Flat Files,…) – Technology varies according to source: 9i source - Transportable Tablespaces 10g source – Data Pump Scheduled Process Execution Define complex custom calendars to control process execution – E.g. Working Days Holidays Standard iCal format User-Defined Objects & Icons User-Definable: – – – Objects Associations Properties ALL in the OWB repository! Custom icons for easy recognition Access full metadata services of OWB e.g. impact analysis Impact Analysis on UDO’s New Segmentation of OWB Functionality Enterprise ETL Data Quality Enable Large Scale, Complex Deployments Convert Data to Quality Information on an ongoing basis ERP/CRM Connectivity Extract from common ERP/CRM (SAP etc.) Core ETL Features Easily load Data into Oracle Database What are the Core ETL Features? OWB 10gR2 Core ETL = OWB 10gR1 Functionality – SAP connector + Enhancements + New Features Core ETL Features Easily load Data into Oracle Database Core ETL Functionality Import Metadata. source Non-Oracle and Flat-files Target Oracle (relational & Dimensional) and Flat-Files Support for Oracle OLAP and Relational Partitioning Debugging, Mapping (Aggregation, De-duplication, Joining, etc. Name & Address Cleansing Interface to Partners Basic Process Flows Execution on RAC/Grid HTML metadata reports, Scripting and SQL views Core ETL New Features Experts Non-Oracle Target support Graphical Data Object Editor – Relational, Dimensional, EUL Remote Control Center (Runtime Service) Data Viewers (Relational & Dimensional) in maps Fiscal Time Dimension incl. Data loaders Integrated OMB*Plus Client Asynchronous Job Deployment & execution User-defined data types Runtime metadata transformations Core ETL New Features Usability – – – – – – – – – – New Common Editor Framework Modules as source &/or target Security Management Printing Location Management Install Simplified/unified Repository “Right-mouse-click” Deployment Unified Browser Reporting environment BI Definition Derivation Core ETL Enhancements UI Look & Feel Improvements 10g Release 1 10g Release 2 Core ETL Enhancements Dimensional Calculated Measure Generation Advanced Cube Aggregation - MV’s for ROLAP, AGGMAPS for MOLAP Oracle OLAP 10g R2 via AWXML - Sparsity - Compressed Cube - Partitioning Dimension Roles Dimension Import Surrogate Key Management Auto and manual binding for relational dimensions Core ETL Enhancements Data Quality Improved Match/Merge functionality Parallelized Name & Address cleansing Other Advanced Aggregation Options Physical Storage Data Object properties Scripting support for advanced deployment (upgrade, replace) Materialized views Multi-File support for SQL*Loader Forced ‘Single Flavor Codegen’ (enables Analytic SQL expressions) Other New OWB Functionality shipped as Database Options Enterprise ETL Option Enable Large Scale, Complex Deployments Data Quality Option Convert Data to Quality Information on an ongoing basis ERP/CRM Connectors Extract from common ERP/CRM (SAP etc.) Core ETL Features Easily load Data into Oracle Database Enterprise ETL Option Only available with Enterprise Edition of database Enterprise ETL Option Enable Large Scale, Complex Deployments Core ETL Features Easily load Data into Oracle Database Enterprise ETL Option Includes Improves performance & scalability of ETL jobs Interactive Lineage & Impact Analysis User-defined Objects, Relationships and modules Advanced Process Flow Functionality Change propagation XML file as Target Pluggable Mappings Support large Business Intelligence deployments – – Business Intelligence Beans Generation Discoverer EUL direct deployment Data Quality Option Only available with Enterprise Edition of database Enterprise ETL Option Enable Large Scale, Complex Deployments Data Quality Option Convert Data to Quality Information on an ongoing basis Core ETL Features Easily load Data into Oracle Database Data Quality Option Discover Data Anomalies Identify Data Rules Auto-correction of Data Anomalies Audit ETL jobs (and take action if data quality is too low) CRM/ERP Connector Option Only available with Enterprise Edition of database Enterprise ETL Option Enable Large Scale, Complex Deployments Data Quality Option Convert Data to Quality Information on an ongoing basis ERP/CRM Connectors Extract from common ERP/CRM (SAP etc.) Core ETL Features Easily load Data into Oracle Database CRM/ERP Connector Option Extraction from ERP/CRM sources Oracle E-Business Suite Peoplesoft SAP Summary: OWB 10gR2 Enabling Quality Information Data Profiling New Data Sources and Targets Enhanced ERP Integration Transportable Modules Scheduled Process Execution User-defined Objects & Icons Enabling Business Intelligence Relational and Dimensional Data Object Designer Business Intelligence Object Derivation Enabling Expertise Capture Experts More Information http://www.oracle.com/technology/products/owb – Collateral – Software – Component Exchange – Discussion forum – SDK – Customer Testimonials – Partner Information Demo 1. Data Sources 2. Data Targets 3. Mappings 4. Process Flows 5. Configuration 6. Metadata Integration 7. Experts 8. Data Quality (Data Profile) 9. BI Integration 10. Scalability/Performance