Oracle Business Intelligence Publisher Integration with Essbase & Other Hyperion Products S299589

Transcription

1

2 Oracle Business Intelligence Publisher Integration with Essbase & Other Hyperion Products S Nick Psomas Senior Product Manager Oracle Business Intelligence Hackey Weinberger Senior Product Manager Oracle Smart Space

3 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.

4 Program Agenda BI Publisher product overview Integration with Hyperion products Essbase HFM & Planning SQR Smart Space Workspace More information <Insert Picture Here>

5 Oracle s Enterprise Performance Management System EPM Workspace Performance Management Applications BI BI Applications Business Intelligence Foundation Fusion Middleware BI Publisher is part of the BI Foundation layer in Oracle s EPM system OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

6 Oracle BI Publisher Enterprise One Environment Oracle BI Publisher Author Manage Deliver Invoices Checks ALL Your Business Documents Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost Labels Reports Destinations XML / EFT / EDI

7 Oracle BI Publisher Enterprise From Data to Destination PDF Oracle 10g, Oracle BI EE, Oracle BI Apps SQL Server E-Business Suite, PeopleSoft, JDE XSL Templates BI Publisher HTML Excel Power Point Flash RTF Printer Fax CSV OLAP Web Services Data Sources Word Acrobat JDev Excel Flex Others Layout Tools XML EDI EFT Output Formats Repository e-commerce Destinations

8 Oracle BI Publisher Enterprise For All your Business Documents Purchase Orders Labels / Bar Codes Collateral Government Forms etext Order Forms Invoices Operational Reports Correspondence Financial Statements Checks

9 Oracle BI Publisher Benefits Less Dependence on IT Business users use familiar desktop tools for layout customizations IT is responsible for delivering the data Report Templates XML Report Outputs Multiple Data Sources Rapid Deployment

10 Oracle BI Publisher Benefits Simplified Report Maintenance Separate query, layout, and translation Data Logic Layout Translation BI Publisher Report output Flexibility Reduced maintenance

11 BI Publisher Overview - Summary Single environment for authoring, managing, and delivering all your business documents Simplified report development with less dependence on IT Simplified report maintenance Reduced load on the transaction systems Reduced costs

12 Integration with Essbase <Insert Picture Here>

13 Integration with Oracle Essbase Overview Oracle Essbase #1 OLAP engine Best-of-breed in custom analytic applications, business modeling, budgeting & forecasting Part of the Oracle BI Foundation, along with Oracle BI Suite Enterprise Edition Plus With release , BI Publisher supports direct access to Essbase via MDX.

14 Integration with Oracle Essbase OLAP Connections

15 Integration with Oracle Essbase MDX Queries Use MDX to query data

16 Integration with Oracle Essbase XML Data Extract Select non empty CROSSJOIN(([Total Year].Children), ([Total Market].Children)) on rows, Descendants([Profit]) on columns from Demo.Basic

17 Integration with Oracle Essbase Report Data

18 Integration with Oracle Essbase Benefits Direct access to Essbase (through MDX) Report on planning & budgeting data through direct access to Planning cubes Combine data from operational and OLAP data sources into one report Ability to do tactical and strategic reporting in addition to operational reporting

19 Integration with HFM & Planning <Insert Picture Here>

20 Integration with HFM & Planning Overview BI Publisher core engine is embedded in HFM and Planning applications. BI Publisher integration with HFM & Planning is presently limited to system reports.

21 Integration with Hyperion Financial Management (HFM) Out-of-the-box BI Publisher templates are used to create report layouts. Templates can be modified allowing better formatting, remove unutilized dimensions, add summary totals.

22 Integration with HFM Options for System Reports Print options for system reports allows printing to PDF, RTF, HTML, or XLS Report types included: Intercompany Journals IC Transactions IC Matching by Account IC Matching by Transaction ID Equity Pickup Security Reports

23 Integration with HFM BI Publisher Report Templates Sample templates can be modified using Template Builder (BI Publisher Desktop) Sample XML is included for each report to enable preview within BI Publisher Modified templates are saved to the application server

24 Integration with Hyperion Planning BI Publisher templates control the layout and content of PDF reports for: Data Forms Data Form Definitions Task Lists Planning Units Templates are customizable add company logos, charts, special formatting, etc.

25 Integration with Hyperion Planning Report Types

26 Integration with Hyperion Planning Task List Template

27 Integration with Hyperion Planning Task List Report

28 Integration with HFM & Planning Benefits System reports can be customized to meet client needs Company logos Boilerplate text Text formatting

29 Integration with SQR <Insert Picture Here>

30 Integration with SQR Process Flow 1. Modify SQR report definition 2. Run.sqr to generate XML output 3. Use XML output as a source for BI Publisher sample.sqr SQR Server XML output BI Publisher Report

31 Modify SQR Report Definition OPEN-RS NAME = row_set_name_var _ lit _col FILENAME = file_name_var _ lit _col COLUMN = ({name_ var _ lit _col }, {type_var _ lit _col}) The NAME keyword specifies the name of the row set. The FILENAME keyword specifies the name of the external file used to hold the row set. The COLUMN keyword specifies the name of the column and its data type. This entry can be repeated as many times as needed. The column name is case sensitive. WRITE-RS NAME = row_set_name_var _ lit _col VALUE = ({name_ var _ lit _col }, {data_var _ lit _col}) The NAME keyword specifies the name of the row set. The VALUE keyword specifies the name of the column and its value. This entry can be repeated as many times as needed to satisfy the row set definition. CLOSE-RS NAME = row_set_name_var _ lit _col

32 Run SQR to Generate XML File SQR Server Data Logic Layout Translation BI Publisher Report output

33 Use XML Output as a Source for BI Publisher sample.sqr SQR Server BI Publisher

34 Integration with SQR Benefits Take advantage of the full functionality in BI Publisher Ease of scheduling and delivering reports to multiple destinations Access to more data sources (e.g. Web Services) Report bursting Multilanguage support Tighter OBI EE integration Publish SQR report data to OBI EE dashboards Less dependence on IT Business users can design report layouts using familiar tools (Word, Excel, or Adobe Professional) Reduce report maintenance Reduce costs

35 Integration with Smart Space <Insert Picture Here>

36 Integration with Oracle Smart Space Desktop Gadgets Always On BI

37 Integration with Oracle Smart Space Easy Access to Reports Windows Explorer integration makes accessing your reports easier than ever before.

38 Integration with Oracle Smart Space Right-click Menus Open Open with controls Open a template Open in BI Publisher View Scheduler View History

39 Integration with Oracle Smart Space Other Integration Areas Security BI Publisher native authentication BI Server authentication Oracle AS SSO Windows Explorer (Catalog) Favorites gadget Smart Book gadget Content Viewer Collaborator (content sharing)

40 Oracle EPM Smart Space Desktop

41 Oracle EPM Smart Space Content Viewer

42 Oracle EPM Smart Space Content Viewer

43 Oracle EPM Smart Space Collaborate

44 Oracle EPM Smart Space Collaborate

45 Oracle EPM Smart Space Collaborate

46 Oracle EPM Smart Space Collaborate

47 Key Takeaways for Smart Space Provides free floating gadgets on the desktop leveraging existing reports and dashboards without additional licensing costs Accelerates decision making by allowing users to collaborate in real-time Supports release of Oracle BI Publisher and Oracle BI Enterprise Edition as well as Hyperion BI release &

48 Smart Space on OTN Training demos White paper Download trial version Early impressions Discussion forum Developer community

49 Integration with Smart Space Benefits Easy access to BI Publisher reports through Windows Explorer integration Easy access to all your reports (including BI EE content) right from your desktop Always-on BI Collaboration

50 Integration with Workspace <Insert Picture Here>

51 Integration with EPM Workspace Overview Workspace provides a common front end for EPM and BI applications. View, author, & manage BI & EPM content Create & manage applications (BPMA) With release , BI Publisher is added to the group of BI applications available through Workspace. Users and roles are managed within Hyperion CSS (Shared Services).

52 Integration with Oracle EPM Workspace Common Front End for EPM System

53 Integration with Oracle EPM Workspace Centralized Security Administration

54 Integration with Oracle EPM Workspace Setup Requirements 1. Enable Hyperion CSS Register BI Publisher with Hyperion Shared Services Manage users and roles Create & provision users in HSS Assign folder permissions to roles in BI Publisher 2. Enable BI Publisher access Configure Workspace application server to proxy BI Publisher Run EPM System configuration utility to enable BI Publisher menus in Workspace client

55 Integration with EPM Workspace Benefits Common front end for all BI and EPM applications View, author, and manage all of your BI reports from a common place Enhanced user experience Centralized security administration Reduce complexity Reduce costs

56 BI Publisher Integration with Hyperion Products Summary Support for Essbase as a data source Direct access through MDX HFM & Planning integration Layout control for system reports Customizable out-of-the box templates Support of SQR reports as a data source Integration with Smart Space Windows Explorer integration Desktop gadgets Collaboration Integration with EPM Workspace Common front end for all EPM & BI applications Centralized security administration

57 For More Information BI Publisher search.oracle.com BI Publisher or oracle.com

58

59 Appendix <Insert Picture Here>

60 Oracle BI Publisher New Features Multidimensional data sources support Oracle Essbase SQL Server Analysis Services SAP BW Integration with Hyperion SmartSpace Integration with Hyperion Workspace More Web Services More RTF Template Builder enhancements