ESSBASE CLOUD: THE NEW FRONTIER. Opal Alapat, Cloud Oracle ACE womaninepm.com

Transcription

1 ESSBASE CLOUD: THE NEW FRONTIER Opal Alapat, Cloud Oracle ACE womaninepm.com

2 ABOUT OPAL ALAPAT Vision Team Practice Lead, interrel ~20 years BI architecture, development, and management experience Co-Author of the LSTYA OAC book Cloud Specialist & Certified Cloud Oracle ACE Very active in Oracle user groups

3 CAVEATS AND CYA S What will intentionally not be covered in this session: Explanation of licensing models Screenshots/demos of pre-release software What s shown: OAC release (one patch ago) Essbase build v Cube Designer v Smart View Roadmap information Also, #SafeHarbor, #SafeHarbor, #SafeHarbor!

4 PART I: WHAT IS ESSBASE? A brief overview

5 Essbase is a collection of three things: WHAT IS ESSBASE? 1. Raw data Loaded from any source Stored in a central location 2. An organizational structure Defines rollups and totals Automatic consolidation 3. Calculations Formulas Scripts

6 What is Essbase s biggest competitor? Microsoft

7 100 s or 1000 s SPREADSHEETS ARE TERRIBLE DATABASES Not timely Not accurate Not scalable VARIANCE ANALYSIS OPERATIONAL PLANNING $ Not error proof ANALYZE PERFORMANCE GOAL SETTING Maintenance nightmare Spreadsheet chaos SCORECARDS FINANCIAL REPORTING ROLLING FORECAST MONITOR RESULTS

8 SO THEN ALONG CAME AN ESSBASE Essbase = Extended Spreadsheet Database Essbase is commonly used to: Combine multiple sources of disparate data Consolidate data Analyze summarized data Provide an intuitive data model What If, Planning, Forecasting, etc... Speed of thought Powers EPM applications Used across the entire Enterprise. Satisfy the needs of a variety of users

9 ESSBASE = A CUBE OF DATA Dimensions Time Measures Entity Members Jan, Feb, Mar (Time) Measures Sales COGS Profit Entity North America, Europe, Asia Sales, COGS, Profit (Measures) Jan Feb Mar Time North America, Europe, Asia (Entity) $75 profit for North America in January

10 ESSBASE = A COLLECTION OF DIMENSIONS Dimensions are hierarchies of information Essbase allows users to easily drill down into hierarchies Time Entity Measures Qtr1 North America Profit Jan Feb Mar Qtr2 Europe Asia South America Africa Central America Sales COGS April

11 THE HISTORY OF ESSBASE 1992 Essbase could be installed with a floppy disk Essbase 6 Size and scale of cubes are growing New products emerging Hyperion Planning, HFM Soon afterward: ASO was released Cloud solution introduced Get back to the simpler times, giving all areas/all departments access to enabling technologies Reduce the IT requirement Cloud Solutions Good Ol Hyperion Days ~ Essbase 6 Oracle acquires Hyperion Complete EPM Solution OBIEE & Essbase Exalytics Enterprise wide deployments Huge cubes but projects are bigger 2007 Oracle + Hyperion = Complete EPM Solution ~ System 9 Common Workspace Common security Common reporting repository (FR, IR, WA) Now IT / infra resources are required to install and configure and support Hyperion

12 PART II: WHAT IS ESSBASE CLOUD? A brief overview

13 A HISTORY OF ESSBASE CLOUD Est. March 17, 2017 On St. Patty s Day OAC officially went GA! Full BI Solution Database + data visualization / analytics tools built into one suite Multiple Flavors Standard Enterprise Universal Credits PaaS, not SaaS Different licensing, administration options, etc. Old, New, Gone? Some things are familiar, some things are new, some things are gone This is a version 1.1 Currently. Next big release: Mar 2018 Direct Migration On-prem folks can migrate directly. Not everything is supported, however. Business/IT Owned This is not a tool that can be fully owned by the business.

14 KEY CUSTOMER USE CASES FOR OAC Hardware/software refresh On-prem version support ending Older hardware Looking to upgrade software features and functionality

15 KEY CUSTOMER USE CASES FOR ESSBASE CLOUD Essbase users looking for a Cloud solution Reduce costs and simplify maintenance Hybrid Deployments between on-prem applications and Cloud cubes Faster access to latest Essbase innovation

16 KEY USE CASES FOR BI CLOUD Guided analytics for the enterprise Analytics has been on the rise Wants to directly integrate with Essbase Cloud Has multiple (too many) BI tools and needs to consolidate to single solution that can meet ALL needs Looking for leading edge, modern BI features like Day by Day, AI, and Machine Learning

17 KEY CUSTOMER USE CASES FOR ESSBASE CLOUD An analytics platform for every Excel user Effort to recreate data visualizations in Excel is high, comparatively Most still use Excel, using data downloaded from other applications Essbase empowers Excel by adding in a unified analysis model, interactivity, and collaboration

18 KEY CUSTOMER USE CASES FOR ESSBASE CLOUD Integration with other Cloud services Essbase as a data source for BI Cloud and DV EPBCS & PBCS for BI Cloud and DV Consolidated data from multiple EPM cloud and on-prem instances Analyze data from other SaaS applications

19 PART III: A COMPARISON Essbase Cloud vs. Essbase On-prem

20 ESSBASE CLOUD WEB INTERFACE

21 DVCS WEB INTERFACE

22 BICS WEB INTERFACE

23 THE DETAILS: ESSCS VS. ESSBASE - IN COMMON

24 THE DETAILS: ESSCS VS. ESSBASE - DIFFERENT *

25 THE ADMINISTRATOR EXPERIENCE

26 The Mind of an Administrator How does the Essbase Cloud experience compare to on-prem? Building Cubes Creating applications and cubes, loading dimensions, loading data, creating scripts and variables, etc. Maintenance Updating dimensions, updating data, maintaining variables, automation, locks, security, connections, statistics, etc. Performance Tuning Ensuring that your applications and databases are performing as efficiently and quickly for your users! Data Integration Upstream and downstream systems, hybrid (on-prem and Cloud) integration, Cloud-to-Cloud integrations

27 DEMO: DEVELOPING CUBES USING CUBE DESIGNER

28 DEMO: CREATING THE CUBE IN ESSBASE CLOUD

29 MAINTENANCE LCM (lifecycle management) CLI (command line interface) DBXTool MaxL Cube Designer Web Interface (Jobs, Locks, Connections, Files, Outline, Variables, Connections, Data Sources)

30 MAINTAINING THE OUTLINE: MANUALLY VIA WEB UI

31 MAINTAINING THE OUTLINE: RULES FILE EDITOR

32 SECURITY ADDING USERS, GROUPS, FILTERS, PROVISIONING

33 VARIABLES APP OR DATABASE LEVEL

34 CREATING CONNECTIONS *JDBC is coming. Tentative ETA: March #safeharbor

35 DRILL-THROUGH REPORTS < Datasource option URL option > ext major feature enhancement: March 2018 #safeharbor

36 ACCESSING LOG FILES

37 PERFORMANCE TUNING Hardware Introducing the Compute shape Design Dense and sparse settings Outline ordering Member properties App/db properties

38 DEMO: CREATING THE ESSCS CONNECTION

39 THE END USER EXPERIENCE

40 The Mind of an End User How does the Essbase Cloud experience compare to on-prem? Reporting Static and interactive methods for internal or external reporting Analytics Ad hoc, data visualizations, dashboarding, data at your fingertips! Essbase Cloud Feature Sets Ensuring that there are database-specific that are important, intuitive, and easy to use for end users. Accessibility and Performance Ability to access data from all pertinent sources easily and quickly, without having to rely on IT.

41 SMART VIEW Direct Microsoft Office integration Can be used for both inputs (Excel version of forms) and outputs Custom Excel reporting and more! Direct connection to the database to maintain one version of the truth

42 EPRCS (ENTERPRISE PERFORMANCE REPORTING CLOUD) Cloud + Smart View Standalone does not require EPM Works with any Excel-supported data source Process management, oversight, and visibility Flexible & Collaborative Regulatory filing solution Narrative reporting solution Oracle s strategic reporting solution

43 DEMO: BUILDING VISUALIZATIONS QUICKLY WITH DVCS

44 DVCS CONNECTION TYPES

45 PART IV: MYTHBUSTERS Fact or Fiction?

46 MYTH: ESSBASE CLOUD IS NOT REAL ESSBASE.

47 BI CSI Finding the Essbase Version Number in Cloud

48 MYTH: NO IT DEPENDENCY IS REQUIRED FOR ESSBASE CLOUD.

49 TERMINAL ACCESS (a.k.a. proof)

50 PORT ACCESS (a.k.a. proof again)

51 MYTH: ESSBASE CLOUD SUPPORTS FINANCIAL REPORTING.

52 EPRCS The New Static Reporting World for Oracle EPM & BI Cloud

53 MYTH: EVERY ON-PREM ESSBASE CUSTOMER SHOULD MIGRATE TO ESSBASE CLOUD IMMEDIATELY.

54 EFFORT - THINGS TO CONSIDER MAGNITUDE FEATURE GAPS CHANGE

55 QUESTIONS?

56 ESSBASE CLOUD: THE NEW FRONTIER Opal Alapat, Cloud Oracle ACE womaninepm.com