Oracle Business Intelligence Publisher Integration with Essbase & Other Hyperion Products – S299589Nick PsomasSenior Product ManagerOracle Business Intelligence

Hackey Weinberger Senior Product Manager Oracle Smart Space

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.

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Program Agenda

• BI Publisher product overview• Integration with Hyperion products

• Essbase• HFM & Planning• SQR• Smart Space• Workspace

• More information

Oracle’s Enterprise Performance Management System

BI Applications

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance ManagementApplications

BI Publisher is part of the BI Foundation layer in Oracle’s EPM system

Oracle BI Publisher Enterprise – One Environment

Oracle BI Publisher• Author• Manage• Deliver

ALL Your Business Documents

Meet Business Requirements

Remove Complexity

Reduce Maintenance Cost

Reduce Total CostReports

Checks

Labels

Invoices

XML / EFT / EDIDestinations

Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

PowerPoint

XSL

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository

Data Sources

• Word• Acrobat• JDev

Layout Tools

• Excel• Flex• Others

Oracle BI Publisher Enterprise – From Data to Destination

Web Services

Oracle 10g, Oracle BI EE,

Oracle BI Apps SQL Server

E-Business Suite,

PeopleSoft,JDE

OLAP

Government Forms

Order Forms

Invoices

Operational Reports

Correspondence

Financial Statements

Checks

Purchase Orders

Labels / Bar Codes

Collateral

eText

Oracle BI Publisher Enterprise – For All your Business Documents

Report Outputs

XML

Report Templates

Multiple Data Sources

Oracle BI Publisher Benefits – Less Dependence on IT

• Business users use familiar desktop tools for layout customizations

• IT is responsible for delivering the data

Rapid Deployment

Separate query, layout, and translation

FlexibilityReduced maintenance

Report outputBI Publisher

Data Logic

Layout

Translation

Oracle BI Publisher Benefits – Simplified Report Maintenance

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

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Integration with Essbase

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 10.1.3.4, BI Publisher supports direct access to Essbase via MDX.

Integration with Oracle Essbase – OLAP Connections

1

2

3

4

Integration with Oracle Essbase – MDX Queries

Use MDX to query data

1

3

2

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

Integration with Oracle Essbase – Report Data

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

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Integration with HFM & Planning

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.

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.

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

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

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.

Integration with Hyperion Planning – Report Types

Integration with Hyperion Planning – Task List Template

Integration with Hyperion Planning – Task List Report

Integration with HFM & Planning Benefits

• System reports can be customized to meet client needs• Company logos• Boilerplate text• Text formatting

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Integration with SQR

Integration with SQR – Process Flow

1. Modify SQR report definition2. Run .sqr to generate XML output3. Use XML output as a source for BI Publisher

BI Publishersample.sqr SQR Server XML output Report

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-RSNAME = 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-RSNAME = row_set_name_var | _ lit | _col

Modify SQR Report Definition

Run SQR to Generate XML File

Report output

Data Logic

Layout

TranslationBI Publisher

SQR Server

sample.sqr

BI Publisher

SQR Server

Use XML Output as a Source for BI Publisher

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

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Integration with Smart Space

Integration with Oracle Smart Space – Desktop Gadgets Always On BI

Integration with Oracle Smart Space – Easy Access to Reports

Windows Explorer integration makes accessing your reports easier than ever before.

Integration with Oracle Smart Space – Right-click Menus

• Open• Open with controls• Open a template• Open in BI Publisher• View Scheduler• View History

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)

Oracle EPM Smart Space – Desktop

Oracle EPM Smart Space – Content Viewer

Oracle EPM Smart Space – Content Viewer

Oracle EPM Smart Space – Collaborate

Oracle EPM Smart Space – Collaborate

Oracle EPM Smart Space – Collaborate

Oracle EPM Smart Space – Collaborate

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 10.1.3.4 release of Oracle BI Publisher and Oracle BI Enterprise Edition as well as Hyperion BI release 9.3.1 & 11.1.1

Smart Space on OTN

• Training demos• White paper• Download trial version• Early impressions• Discussion forum• Developer community

www.oracle.com/technology/products/bi/epm/smart-space/index.html

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

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Integration with Workspace

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 10.1.3.4, BI Publisher is added to the group of BI applications available through Workspace.

• Users and roles are managed within Hyperion CSS (Shared Services).

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

Integration with Oracle EPM Workspace – Centralized Security Administration

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

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

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

For More Information – BI Publisher

search.oracle.com

BI Publisher

ororacle.com

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Appendix

Oracle BI Publisher 10.1.3.4 – 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