Reporting Past, Present and Fusion

Transcription

1 Reporting Past, Present and Fusion John Faucher November 1, 2013 (Floyd Teter July 2013) W WW.EISTECH.COM END USER OPERATIONAL REPORTING

2 Agenda EBS Users Note Reporting - Old School Reporting - Today Evolution to Analytics Reporting - Fusion Blurring the lines Reporting / Business Intelligence Value of Fusion Measurement

3 Note to EBS Users With the sun setting of Discoverer and the move to OBIEE as THE reporting tool for EBS, many of these points are quickly becoming crucial to you. See Oracle Lifetime Support Policy Oracle Fusion Middleware Oracle Discoverer 11g (Fusion Middleware 11gR1) Oracle Discoverer 11gR1 ( ) Lifetime Support Policy, Coverage for Oracle Fusion Middleware Products September, 2013 Page 8 Line that has Portal 11gR1, Forms 11gR1, Reports 11gR1 and Discoverer 11g R1 ( x) The Party is over in June 2014 Premier Support Ends

4 Reporting The Good Old Days Reporting and Information not in sync

5 The Analytics Ecosystem Spans needs from Operational Reporting to BI to Analytics What is the difference between Reporting and Business Intelligence?

6 Fusion Reporting Architecture

7 Traditional - Reporting Tools in Fusion Financials Oracle White Paper Reporting Tools in Oracle Fusion Financials April 2013

8 Usage Matrix

9 OTBI OBIA Oracle Transactional Business Intelligence Real Time BI No DW or ETL Fusion Apps Only Leverage ADF and OBIEE No prebuilt reports or dashboards Fusion Fins connect to Essbase cubes Oracle Business Intelligence Applications Based on Data Warehouse Pre-built Adapters Consolidate data from multiple sources Library of Metrics Predefined Reports and Dashboards Sources EBS, JDE, Psoft, SAP, Fusion Apps Common Metadata Repository & ADF for Fusion Apps

10 OBIA: Change OOTB Reports Out of the box (OOTB) Reports are built using Oracle BI Answers Existing reports can be modified using BI Answers or BI Composer (a tool built for modifying BI reports within Fusion Applications) Ability to make changes and save to shared folders depends on user roles and responsibilities

11 OBIA: Change OOTB Reports High Level Steps Locate desired report Confirm user roles and privileges Invoke proper editing tool Save in place or save with alternate name Invoke Personalization/Customization page editor if using new name to allow new content to be placed on the appropriate Fusion Applications page

12 OBIA - Using BI Answers To Modify A Report

13 OBIA Using BI Composer To Modify A Report Note that BI Composer is intended to be used for simple reports; in some cases BI Answers is the more appropriate tool

14 OBIA Extend Data Warehouse To New Sources In the same manner as the current Applications Unlimited BI Applications, the Data Warehouse and Reporting framework can be extended using Informatica and OBI infrastructure

15 OBIA Extend Data Warehouse Determine subject area needing additional data Determine proper source system(s) Invoke Informatica PowerCenter tools to modify or create new mapping(s) and workflow(s) Invoke the Data Warehouse Administration Console (DAC) to register Informatica workflow(s) as Task(s) and an Execution Plan Invoke the BI EE Administration Tool to import, model, and expose new/modified Warehouse table(s) Invoke BI Answers to create or modify report using new data. Edit Dashboards as appropriate.

16 OBIA Extend DW For New Sources

17 OTBI Change OOTB Reports OTBI OOTB Reports are also built using Oracle BI Answers Existing reports can be modified using Answers or BI Composers (as permissions and features allow) Use same steps as OBIA OOTB changes

18 OTBI Compliment With Data From Another System

19 BI Publisher Change OOTB Reports

20 BI Publisher Compliment With Data From Another System

21 ADF Reports

22 So What Do We Have? A powerful and highly flexible product set

23 So What Do We Have? Also a highly complex solution

24 Lots Of Tools Maybe Too Many?

25 So How Do We Get Back To Simplicity?

26 A Basic Approach Report Creation and Modification Business Analysts use OTBI for ad-hoc and real-time transactional reporting BIP for statutory reporting BI Composers for BI/Analytics/Predictives From available data sources New data sources require skilled developers and administrators

27 BI Composer What Is BI Composer? BI Composer is a simple-to-use wizard that allows you to quickly and easily create, edit, or view analyses without the complexities of the "Analysis editor". Dozens of data sources ready to use - OTBI and Cubes

28 Create Report: Step 1 Choose Data

29 Create Report: Step 2 Select View

30 Create Report: Step 3 - Adjust

31 Create Report: Step 4 Add Insight

32 Create Report: Step 5 Done and Use

33 Value of Fusion Applications Do Fusion Applications provide all of the functionality needed to enable users to enter, process, and manage transactions productively in alignment with corporate goals? Do Fusion Applications deliver meaningful analysis and flexible reporting to empower management to make better business decisions to help me reach my corporate goals?

34 Reaching Out John Faucher Twitter.com/eistechnologies Facebook.com/eistech W WW.EISTECH.COM END USER OPERATIONAL REPORTING

35 Q&A W WW.EISTECH.COM END USER OPERATIONAL REPORTING