1. OBIEE Integration with Essbase for Financial ANALYSIS
Forces Conference 2013
Session: OBIEE ESSBASE Integration
Co-Presented by
Pinellas County
And
Vertical Edge Consulting Group
OBIEE Integration with Essbase for Financial ANALYSIS

2. Agenda Introductions Pinellas County Overview Vertical Edge Overview
Customer Opportunities
OBIEE Essbase Solution Benefits
Architecture
OBIEE Essbase Configuration Steps
Pinellas County Use Case
Lessons Learned
OBIEE Essbase Features
Questions
**Stress that we are a Tampa, FL company

3. Introductions Gautham Sampath
Chief Technologist at Pinellas County Government
16 years of ERP and BI implementation experience
Presented at Oracle Open World 2011, 2012 on OBIEE, Essbase, Exalytics
Presented at Forces 2011, 2012 on OBIEE and Hyperion
Presented at BIWA Summit 2013
Presented at OAUG 2013
Oracle BI Customer Advisory Board member
Implemented Oracle ERP, Hyperion Planning, OBIEE and OBIA

4. Introductions Corey Cain
OBIEE Practice Director - VECG
15 Years experience with Business Intelligence Applications (includes 6+ OBIEE, 5+ Essbase)
HEUG Presenter 2008, 2011
Previous BI public sector customers include State of Minnesota, University of Minnesota, Bellevue University and Nevada System of Higher Education

5. Pinellas County Overview
Located in Florida
Largest city is St. Petersburg
2012 Population of 921,319
Oracle Footprint
Oracle E-Business Suite12.1.3
Oracle Business Intelligence Enterprise Edition (“OBIEE”) 11g
Oracle Business Intelligence Analytics – HR, Finance, Procure & Spend and Projects
Hyperion Public Sector Planning & Budgeting
**Stress that we are a Tampa, FL company

6. Vertical Edge Corporate Overview
HQ out of Tampa, FL
Midwest Regional Office, Indianapolis, IN
West Regional Office, Denver, CO
Oracle Gold Partner with over 70 years of combined BI & EPM experience
Staffed with resources that posses 6-15 years hands on architect & implementation experience
Product focus on Oracle BI & EPM solutions
Hyperion Essbase Certified
Hyperion Planning Certified
Hyperion HFM Certified
**Stress that we are a Tampa, FL company

7. Vertical Edge Technical Capabilities
Oracle
Business Intelligence
Oracle
Data Integration
Oracle Hyperion
Oracle|Hyperion Essbase
Oracle|Hyperion Planning
Oracle|Hyperion HFM
Oracle|Hyperion FDM
Oracle|Hyperion Reporting & Analysis (Financial Reporting, Web Analysis, Smart View)
Oracle EPM Infrastructure
OBIEE
OBIA
BI Publisher
Oracle BI Infrastructure
Oracle Data Integrator
Oracle DRM
Informatica

8. Vertical Industry Experience
Utilities (Electric, Gas, Water)
Insurance
Financial Services
Manufacturing
Retail
Professional Services
Healthcare
Telecom
High Technology
Public Sector
Energy
Media/Communicati ons
Defense

9. Customer Opportunities
Availability
Data is not readily available for reporting and analysis.
Visibility
Lacking visibility into entire organization limits ability to make accurate strategic decisions.
Strategy
Lacking clearly defined reporting and analysis strategy leads to multiple reporting silos and/or abnormally large Excel portfolio.
Reliability
Manual report reconciliation process is time consuming
Performance
Reports take to long

10. Oracle Exalytics Oracle Exalytics
Built for high volume processing associated with Essbase and OBIEE
Robust hardware and network
One vendor to support entire technology stack
Time 10 (in memory database) stores commonly accessed aggregates to facilitate faster response times
Horizontal Federation – Relational data along side Essbase data (ex. Actual from relational source and Budget/Forecast from Essbase)
Vertical Federation – Drill from Essbase to relational data

11. Hyperion Planning on Oracle Exalytics
Provides ability to consolidate hardware
Provides faster processing for calculations, restructure and import/export
Provides parallel processing
Patches specific for using Exalytics
Oracle certified both products together
Horizontal Federation – Relational data along side Essbase data (ex. Actual from relational source and Budget/Forecast from Essbase)
Vertical Federation – Drill from Essbase to relational data

12. OBIEE 11.1.1.6 on Oracle Exalytics
Provides ability to consolidate hardware
Time 10 (in memory database) stores commonly accessed aggregates to facilitate faster response times
Built to support Business Intelligence (“BI”) foundation suite
Summary Advisor provides recommendations for more efficient aggregates
Utilizing data from usage tracking and statistical data
Utilizes iterative algorithms
Can store up to 1TB of in-memory cache for faster query performance
Horizontal Federation – Relational data along side Essbase data (ex. Actual from relational source and Budget/Forecast from Essbase)
Vertical Federation – Drill from Essbase to relational data

13. OBIEE Essbase Solution Benefits
Exalytics built for efficient and fast performance
Common platform to integrate multiple data sources (Essbase, HFM, Data Warehouse).
Provides ability to federate Essbase with data warehouse data for further drill-through capability.
OLAP query functionality to maximize Essbase performance capabilities.
Simplified configuration steps for seamless importing of Essbase cubes.
Essbase Studio can utilize OBIEE as a data source to further enhance Essbase user experience.
Easily converts multidimensional data sources to relational data sources.
Continue to utilize key features of OBIEE (ex. Scorecards, KPIs, Interactive Dashboards, Mobile, etc.)
Horizontal Federation – Relational data along side Essbase data (ex. Actual from relational source and Budget/Forecast from Essbase)
Vertical Federation – Drill from Essbase to relational data

14. Architecture Common Enterprise Information Model
Interactive Dashboards
Reporting & Publishing
Ad-hoc Analysis
Detect & Alert
Office Integration
Search
Embedded
Data Integration
Mobile
Scorecards
Collaborate
Common Enterprise Information Model
Common Metadata Foundation across all Data Sources
Common Security, Access Control, Authorization, Auditing
Common Request Generation and Optimized Data Access Services
Common Clustering, Workload Management, & Deployment
Common Systems & Operational Lifecycle Management
OLTP & ODS
Systems
Data Warehouse
Data Mart
Packaged
Applications
(Oracle, SAP, Others)
Excel
XML/Office
Business
Process
OLAP
Sources
Exadata
Unstructured & Semi-Structured

15. OBIEE Essbase Configuration
Select File>Import Metadata

16. OBIEE Essbase Configuration
Select Essbase as source

17. OBIEE Essbase Configuration
Enter connection information.

18. OBIEE Essbase Configuration
Select desired Essbase Application(s) and Database

19. OBIEE Essbase Configuration
Move selection using arrows into Repository View

20. OBIEE Essbase Configuration
Click checkbox for ‘Import UDAs’. Click Finish

21. OBIEE Essbase Configuration
Essbase Cube is ready for modeling into OBIEE

22. OBIEE Essbase Features
UDAs can be used as filters
Essbase outlines are imported as defined in Essbase to provide OLAP type drill down functionality
Essbase cubes use hierarchal columns by default
Utilize Essbase structures to produce Financial Statements
Select members based on hierarchy
Actions can be used to launch Hyperion product functions
Utilize smart lists as dimensions
Federate data across data sources

23. What Did Pinellas County Implement?
OBIEE and BI publisher as Enterprise Wide Dashboard and reporting tool including Hyperion
Converted Multidimensional Online Analytical Processing (“OLAP”) data into Relational Online Analytical Processing (“ROLAP”)

24. Why Did Pinellas County Implement?
Essbase data was needed to provide complete organizational view
Increased ad-hoc reporting requirements
OBIEE provided quicker user adoption
Need for dynamic or interactive type analysis (actionable intelligence)
Provided richer content and visualization
Provided common enterprise informational model
Reduce IT Hardware costs by implementing Exalytics

25. How Did Pinellas County Implement?
Used Oracle Data Integrator (“ODI”) to reverse engineer the metadata
Flattened the data to facilitate level based measures
Massaged the metadata to fit the dimensional modeling
Used data export command to extract fact from the cube
Created necessary indexes

26. Pinellas County Benefits
Cost Management
Improved Productivity
Enhanced Decision Making
Hardware
From 32 Servers to 2 Exalytics
Recurring Costs: 100k Net Savings
Customer Satisfaction
Increased Credibility
Performance
Improved all around performance
Software
S/w installed and configured by ACS.
Competitive
Enhanced Performance
Calculations from 7hrs to less than an hour
Efficiency in Backup,restructuring,cloning timing
Pluggable Devices
Flexible and easy integration with various devices
Maintenance Cost
Consolidated Patch Management
Totally supported by Oracle
Federation
Federated Data from various data sources
Applications
Oracle Scorecard and Strategy Management, OBIEE and Planning
Operating Costs
No Additional Cost
Improved performance
Faster turnaround/Response time
Integrated systems
OBIEE and Hyperion
Network & Communication Costs
IGB to 40GB
Incident Management
Decreased Issues/Problems
Parallel processing
times 10 In-Memory DB, faster calculations, restructure, faster planning cycle & reporting
Infrastructure Support Costs
Facilities, heating & Cooling etc.
SLA
High system availability
High Density Visualization
Trellis charts
Security Costs
Integrated Security
Faster Budget/planning cycle
Optimal Budgeting and Planning

27. Pinellas County Dashboards

28. Cost Recovery Dashboard

29. Cost Recovery Dashboard

30. Cost Recovery Dashboard

31. Cost Recovery Dashboard

32. Pinellas BI Publisher Report

33. Pinellas BI Publisher Report

34. Lessons Learned
It is not enough to just know the tool, must also know data modeling concepts.
Large amount of selection steps may be added when utilizing Essbase which could hinder performance.
Business Intelligence is ever evolving, strategic planning for business rollouts will enhance chances of success.
Rethink reports. Do not just ‘recreate’ reports in OBIEE. Oracle BI Toolset and Data Warehouse Training prior to the implementation is highly recommended
Clearly define achievable and measurable project success goals.
Leverage OOTB functionality where possible.
OBIEE and BI Publisher can produce financial reports. However, Hyperion Financial Reporting is probably better suited to full fill this need.

35. Project Team Data Architect & ETL OBIEE Administrator
ODI or Informatica Training
Data Modeling Skillset
OBIEE Administrator
Attend Oracle OBIEE Administration Classes
OBIEE Report Developer
Attend Oracle OBIEE Dashboard and Report Classes
Attend BI Publisher Classes
Essbase/Planning Architects
Attend Oracle Hyperion Planning and/or Essbase Classes

36. New OBIEE 11.1.1.7 Essbase Features
Essbase can be installed in conjunction with OBIEE server products through OBIEE installer.
Certified with Exalytics PS3.
Shared provisioning between Essbase and OBIEE utilizing application roles and policies
Execute OBIEE from within EPM Workspace using single sign on
Improved MS Office add-in for OBIEE with ability to author reports and execute existing authored reports.
ODI as primary data integration tool

37. Questions and Answers

38. Not just another vendor, but an experienced Partner.
Vertical Edge
Not just another vendor, but an experienced Partner.
**Remind again that we are a Tampa, FL company

39. Thank You Gautham Sampath | Chief Technologist
Pinellas County Government
Contact Number:
Corey Cain | OBIEE Practice Director
Vertical Edge Consulting Group
Contact Number:

40. Dean Collura (Director of Sales)
Thank You
For copies of this presentation, please contact:
Dean Collura (Director of Sales) at or