OMB Data Visualization Tool Requirements Analysis: Oracle Dr. Brand Niemann Director and Senior Data Scientist Semantic Community AOL Government Blogger July 31,

Background DRAFT White Paper for OMB Pittsburgh, July 11, Start With the End in Mind, Avoid Tool and Turf Wars, and Develop Well-designed Spreadsheets That Can be “Dragged and Dropped” Onto a Tool That Creates Statistics and Visualizations in the Public and Private Clouds. Focus on Requirements Analysis by First Comparing Magic Quadrant Leaders and Challengers on Common Data Sets. Spotfire Was Able to Reproduce Birst, IBM, Information Builders, Logi Analytics, Microsoft, MicroStrategy, QlikView, SAP, SAS, and Tableau Data Visualizations With Dynamically Linked Visualizations. Broaden This Requirements Analysis to Include More Sample Data Sets and Tools. Oracle Is a Leader in the Gartner Magic Quadrant. 2

Gartner BI Magic Quadrant: Oracle Oracle Analytics Strengths and Cautions Excerpts Oracle Business Intelligence Foundation Suite, with its principal component Oracle Business Intelligence Enterprise Edition (OBIEE), is an IT-driven, unified metadata-centric BI and analytics platform that's best suited for building large, IT-managed and centrally governed global deployments in which a broad range of BI, advanced analytics and CPM functionality from a single platform and optimization with the Oracle stack are top requirements. Oracle has long been a leader in information management and analytics for structured, mostly enterprise transaction data, but Oracle's 2011 acquisition of Endeca — now called Oracle Endeca Information Discovery — demonstrated product vision and commitment to the growing importance and potential value to Oracle customers of incorporating, relating and analyzing unstructured data for new insights. While Oracle offers business user search-based data discovery with the Endeca Information Discovery platform, it has been slower than its megavendor competitors to deliver business user data mashup and interactive visualization capabilities within OBIEE. Oracle has been slower than most of its competitors to deliver mobile analytics with broad device support. While Oracle and the other megavendors tend to have the largest and most complex global deployments, which can contribute to the relatively harsh customer assessments, other vendors with similarly large and complex deployments (like Information Builders and MicroStrategy) tend to consistently, year after year, fare much better. OBIEE is primarily used for systems of record, static and parameterized reporting, as well as dashboards centrally developed by IT and delivered to report consumers, leading to a below- average complexity of user analysis ratings. 3 Note: Bolding by the author to highlight key points. Source:

Oracle Business Intelligence Enterprise Edition (OBIEE): Home Page 4

Oracle Business Intelligence Enterprise Edition (OBIEE): Downloads 5 My Note: These are very large downloads.

Oracle Business Intelligence Enterprise Edition (OBIEE): Samples 6 My Note: These are very large downloads.

Oracle Business Intelligence Enterprise Edition (OBIEE): Demos 7

Discussion Recall Gartner said: Oracle Business Intelligence Foundation Suite, with its principal component Oracle Business Intelligence Enterprise Edition (OBIEE), is an IT-driven, unified metadata-centric BI and analytics platform that's best suited for building large, IT-managed and centrally governed global deployments in which a broad range of BI, advanced analytics and CPM functionality from a single platform and optimization with the Oracle stack are top requirements. Recall also: Gartner has predicted that, by 2014, up to 40% of analytics projects will be service-led and software-supported. So Oracle OBIEE Requires All the Supporting Oracle IT Infrastructure Be Installed and Used Which Would Be Useful to the Federal Government Because Many Agencies Use Oracle Software Products for Financial and Other Data. However, Agency and OMB Budget Analysts Use Spreadsheets for Producing and Distributing the Annual Presidential Budget. These Spreadsheets Are Produced From Data Stored and Aggregated From Oracle and Other Database Systems in the Agencies. So We Need a Data Visualization Tool That Connects, Displays, and Analyzes Both Spreadsheet and Database System Data Sets To Simulate the Oracle OBIEE Front End. The Annual Presidential Budget Produced by the Agencies and OMB is the “Killer App” for BI in the Federal Government and Can Be Simulated Here Using Spotfire. The Historic Spreadsheets Need Only Minor Modification To Import Into Spotfire While the Other Spreadsheets Require More Pre-Conditioning Work. The Goal Is To Make This Presidential Budget Analytic Application Compliant With the New Federal Digital Government Strategy. 8

The Presidents Budget for Fiscal Year 2014: Knowledge Base 9 My Note: The PDF Documents and Web Pages Were Mashed Up and Given Well-Defined URLs to Make Unstructured Content Structured.

Analytical Perspectives: Knowledge Base 10 My Note: This PDF Document Was Given Well-Defined URLs to Make Unstructured Content Structured.

The Presidents Budget for Fiscal Year 2014: Historic Spreadsheet 11 My Note: The Column Headers Were Edited For Use in Spotfire. The Metadata Were Placed in a Separate Tab.

The Presidents Budget for Fiscal Year 2014: Historic Receipts 12

The Presidents Budget for Fiscal Year 2014: Historic Health Outlays 13

The Presidents Budget for Fiscal Year 2014: Analytics Spreadsheet 14 My Note: This Spreadsheet Contains the Data Scraped From PDF Document, Charts, and Tables.

The Presidents Budget for Fiscal Year 2014: Analytics Dashboard in Spotfire Client 15

The Presidents Budget for Fiscal Year 2014: Analytics Dashboard in Spotfire Web Player 16

Build the Federal Financial Information Network in the Cloud: Spotfire Web Player 17 Spotfire Web Player: Knowledge Base:

Some Conclusions and Recommendations Semantic Community Was Able to Simulate Oracle OBIEE For An Enterprise Presidential Budget Application With Spotfire and Automatically Generate (Intelligent Analytics) Dynamically Linked Graphics. Spotfire Provides Similar Features To Oracle OBIEE, But the Author Finds Spotfire Much Easier and More Powerful to Use. MindTouch and Spotfire Are More Versatile Than Oracle OBIEE For Mashups. Semantic Community Will Now Work on More OMB Analytic Data Sets That Could and Should Be Used in These Tools. 18