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1 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

2 Using Oracle Business Intelligence with Oracle Essbase Gabby Rubin, Oracle Mitch Campbell, Oracle Ramke Ramakrishnan, Grant Thornton LLP

3 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3 3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 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 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4 Program Agenda  New Essbase/BI Features in BI  Future Direction for Essbase and BI Integration  Using Essbase with BI Mobile  Use Case and Lessons Learned  Q&A

5 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5 Enterprise Business Intelligence Centralize semantic layer and definitions of all metrics, calculations, and measures for data-driven visualizations Increase operational effectiveness from reports to planning that eliminates cost redundancy Complete Enterprise Business Intelligence COMMON ENTERPRISE INFORMATION MODEL FUTUREPRESENTPAST

6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6 Unique Features  Common Enterprise Information Model with physical, semantic and presentation layers  Market-leading OLAP server for forward- looking analysis  Single set of metrics across the enterprise Benefits  Improve business performance by linking insight to action  Consistent enterprise metrics for improved productivity  Single analytic view across all data sources Oracle Business Intelligence Foundation Suite Single Enterprise-Scale Business Analytics Platform

7 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7 Oracle Business Intelligence Foundation Suite  Essbase provides a platform to build analytic applications which allows users to model, analyze, and interpret complex business scenarios  Benefits – Enables ‘speed of thought’ modeling of alternative scenarios – Simplifies the forecasting and variance analysis processes – Secure, shared, single version of the truth – Centralized functions, calculations, aggregations  Unique Features – Ease of use for model creation and analysis – Users use familiar tools to analyze – mainly Excel – A centralized enterprise-scale solution – Financial & time intelligence – High performance for complex analysis Oracle Essbase OBIEEEPM Microsoft Office Oracle Essbase Server Enterprise scale Optimized multidimensional storage Over 350 analytic functions Financial, time and calendar intelligence Multi user write-back Trickle feed

8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8 Oracle Essbase Roadmap Subject to Change Calc language enhancements Calc run-time parameters – sub-variable improvements New @RANGELASTVAL, Performance JAPI performance for outline editing Dim Build performance improvements ASO with multiple attributes XREF performance enhancements (1/2) BI Specific (BI Server, OBIEE, Infra) BI – MDX performance improvements BI PS – new Essbase related features Parent last, null suppression control, enhanced member selection FMW security, BI Shiphome delivery Calc language enhancements Calc run-time parameters – sub-variable improvements New @RANGELASTVAL, Performance JAPI performance for outline editing Dim Build performance improvements ASO with multiple attributes XREF performance enhancements (1/2) BI Specific (BI Server, OBIEE, Infra) BI – MDX performance improvements BI PS – new Essbase related features Parent last, null suppression control, enhanced member selection FMW security, BI Shiphome delivery Resolve naming restrictions Security filter callback Dimension member properties APS/Essbase custom aggregates and lists Calc language enhancements support for 30 functions Parallel Fix Performance MDX performance Sub Select Aggregate function JAPI performance for batch outline editing XREF performance enhancements (2/2) ASO in BSO Hybrid Mode (1/2) BI Related Cube Deployment Services v1 Null dimension members (via CDS) Renegade members BI Java Agent MOLAP Aggregation OBIEE PS Write-Back Resolve naming restrictions Security filter callback Dimension member properties APS/Essbase custom aggregates and lists Calc language enhancements support for 30 functions Parallel Fix Performance MDX performance Sub Select Aggregate function JAPI performance for batch outline editing XREF performance enhancements (2/2) ASO in BSO Hybrid Mode (1/2) BI Related Cube Deployment Services v1 Null dimension members (via CDS) Renegade members BI Java Agent MOLAP Aggregation OBIEE PS Write-Back Cube Deployment Services v2 Enhanced Financial Logic Aggregation Weight EPM Java Agent Sandboxing BSO Solve Order Hot Backup Active-Active Essbase ADF controls Calc language enhancements New functions For Loop Performance ASO in BSO Hybrid Mode (2/2) Dim Build performance improvements (BSO) Cube Deployment Services v2 Enhanced Financial Logic Aggregation Weight EPM Java Agent Sandboxing BSO Solve Order Hot Backup Active-Active Essbase ADF controls Calc language enhancements New functions For Loop Performance ASO in BSO Hybrid Mode (2/2) Dim Build performance improvements (BSO) Essbase /BI April-June 2013 Essbase /BI April-June 2013 What’s Next 0-12 month planning cycle What’s Next 0-12 month planning cycle Future Directions Post 12 month planning cycle For information purposes only, not a commitment to the development, release, and timing of any features or functionality.

9 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9 New Integration Capabilities in  Essbase is delivered with BISHIPHOME – Complete installation including the Essbase tools  Support for BI security – Shared services in not needed for BI only use cases – Migrating existing EPM instances with Shared Services will require new security setup  MDX performance enhancements  Presentation Services Essbase oriented features

10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10 OBI / Essbase Integrated Infrastructure Logging Enterprise Manager Tools Install Security

11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11 Enable customers to use BI against Essbase without complex installs and post-install configuration. Essbase and Related Tools Installed with BI  Essbase installed with BI using the same security  Financial Reporting, EAS, Essbase Studio and Calculation Manager also installed with BI

12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12 BI Server and ESSBASE Interaction  New Logical SQL syntax and BI Server ODBC Procedures to support direct interaction with ESSBASE data source  BIS ODBC Procedures to create & execute Essbase Calc and MAXL scripts – Execute MaxL script – List available calc scripts – Create calc script – Execute calc script

13 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13 BI Server and ESSBASE Interaction  Support for Essbase as aggregate target for automated Persistent Aggregate scripts  Logical SQL syntaxes for Essbase direct Cube creation ( CREATE CUBE, CREATE AGGREGATES )  Logical SQL syntax to updating, deleting inserting single & multiple measures – UPDATE SET = … WHERE = … – DELETE FROM WHERE = – INSERT INTO SET = Foundational technology for advance users and PS future

14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 14 BI UI Enhancement for Essbase  Option to allow how hierarchies are displayed  New property – Default is Parent before/above – Applies to all axis – Impacts all applicable views Parent Last Navigation

15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15 BI UI Enhancement for Essbase  Controls whether nulls in rows/columns are suppressed in sparse data sets – Default is Suppress – Override at view-level – Applies to row, column edges – Impacts all applicable views Null Suppression Options

16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 16 Smartview Integration  Smartview as the standard Office integration technology  Mix BI, Essbase and EPM content on a single sheet, document or PowerPoint slide  Fully interactive Essbase content with dynamic BI views

17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17 EPM Workspace Integration  Consume, Create and Edit BI content within Workspace – BI Catalog – BI Home – BI Interactive Dashboards  SSO enabled – Oracle BI can consume HSS token

18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 18 BI Publisher Enhancements  GUI for building MDX queries against Essbase  Easily report against Essbase & Planning cubes without the need to introduce them into the RPD  Combine data coming directly from Essbase on OBI dashboards  Combine Essbase data with data from other sources in the same report  Use BI Publisher for production style reporting against Essbase MDX Query Builder

19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19 BI Publisher With Essbase MDX Demo

20 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 20 Future Directions

21 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21 MOLAP Aggregation  Using Essbase to accelerate queries in OBIEE  Seamless integration for the BI Admin – no Essbase knowledge is required – No scripts, no database optimization  Cube is automatically introduced into the RPD

22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 22 Enable Complex Analytics for BI  Guided process to introduce metrics and calculated KPIs – Multiple analytics packages  Transparent - No Essbase knowledge required – Automated introduction into the RPD  Sandbox based What If analysis

23 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 23 Analytics By Request Create projection Add Trend lines Remove

24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 24 Analytics By Request

25 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 25 Using Essbase with BI Mobile Mitch Campbell Oracle

26 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 26 Use Case and Lessons Learned Ramke Ramakrishnan Grant Thornton LLP

27 © Grant Thornton LLP. All rights reserved. ORACLE BUSINESS INTELLIGENCE WITH ORACLE ESSBASE CASE IN POINT Ramke Ramakrishnan Principal, Business Advisory Services, Technology Solutions 27 CUSTOMER CASE STUDY OBIEE ESSBASE INTERACTION LESSONS LEARNED & BEST PRACTICES

28 © Grant Thornton LLP. All rights reserved. 28 ABOUT GRANT THORNTON OUR GLOBAL SERVICES Audit ServicesAdvisory ServicesTax Services Financial statement audits International companies Privately held businesses Public companies Benefit plan audits Compliance for employee benefit plans of all sizes Public finance Arbitrage rebate compliance Bond yield monitoring Loan defeasance Verification Corporate Social Responsibility Sustainability annual reports Greenhouse gas emissions Conflict minerals reports Transaction Advisory Corporate finance Buy-side / sell side due diligence IT due diligence Merger integration Tax structuring and advisory Closing working capital analysis Transaction cost studies Purchase price allocation Accounting change implementation Buy/Sell side due diligence Financial and tax Human resources IT Operations FCPA Business Consulting Business intelligence and data analytics Enterprise program management Finance operation support Finance function optimization IT management Technology Solutions Health care advisory Technology Solutions Governance, Risk and Compliance Internal audit SOX compliance Special attestation reports Enterprise risk management Quality assessment review Cybersecurity Contract compliance Global Public Sector Organizational improvement Information technology Financial management Infrastructure advisory Forensic & valuation Anti-corruption Fraud & investigation Forensic technology Litigation & dispute Valuation Restructuring and Turnaround Interim and crisis management Distressed mergers and acquisitions Cash management & forecasting Financial forecast review Strategic alternatives assessment Performance improvement Organizational & strategic assessment Debt negotiation & refinancing Distressed M&A Bankruptcy Compliance Federal, multistate and foreign tax returns Loan staff and outsourcing services Tax accrual preparation under SFAS 109 Federal tax Accounting methods Cost segregation Interest and penalty services LIFO and other inventory services Personal goodwill Research tax credits Section 199 – Domestic Production Activities Deduction Therapeutic discovery tax credit Transaction planning State and local tax Controversy Credits and incentives Income and franchise tax Real and personal property tax Reorganizations, mergers and acquisitions Sales, use and other transactional tax Unclaimed property (escheat) International tax Global tax compliance International tax advisory Regional specialty consulting Transfer pricing Compensation and benefits Benefits Compensation Employment tax Human resource services Expatriate tax services Tax accounting and risk advisory Accounting for income taxes Tax function optimization

29 © Grant Thornton LLP. All rights reserved. ABOUT GRANT THORNTON TECHNOLOGY SOLUTIONS 29

30 © Grant Thornton LLP. All rights reserved. INTEGRATION OF ERP, BI & EPM Harmony is the integration and access of information across an organization’s ERP, BI and EPM solutions to produce a robust analytical environment that delivers timely business insight. Harmony turns data into relevant and complete information: – creating multiple perspectives with one-certified and secured view of data (BI) by – connecting transactional detail (ERP) to predictive forecasting content (EPM) and – establishing a flexible end-to-end analytics foundation for future growth and change Harmony drives the following benefits: – Enables cross-domain analysis of common business subject areas – Provides the ability to develop new analytic models – Improves collaboration across an organization 30 CREATING BUSINESS HARMONY

31 © Grant Thornton LLP. All rights reserved. 31 DEDICATED BI TEAM FOR FASTER ROI 480 Projects implemented by our team. 160 Number of Oracle specialization certifications. 90 MarketSphere’s dedicated Business Analytics professionals. 13 Average years of experience of team. #1 Awarded Oracle Excellence Award for BI & DW and Fusion BI/Middleware in 2012.

32 © Grant Thornton LLP. All rights reserved. 32 Rapidly develop New Sales Models and Strategies Better visibility to Account Performance, Sales Pipeline and Resources Understand and Provide Improved Analysis to Market Dynamics Integrated Self Service & Ad-hoc Reporting with CRM Suite Internal Alignment on Opportunities between Sales and Finance Sales Force Effectiveness CASE STUDY ABOUT IMS HEALTH BUSINESS DRIVERS A Top provider of information, services and technology to the healthcare industry Operating in more than 100 countries, it is the world's leading provider of market intelligence to the pharmaceutical and healthcare industries. Manages 100,000 suppliers, and on insights from more than 40 billion healthcare transactions processed annually Tracks more than 80% of global pharmaceutical sales activity, 1.4+ million pharmaceutical products; 5,000 databases supporting 16,000 healthcare clients, including pharmaceuticals, biotech, payers and providers In 2013, the firm was included on IDC Health Insights’ list of top life science Information technology vendors

33 © Grant Thornton LLP. All rights reserved. 33 Reporting What Happened? Analysis Why did it happen? Monitoring What is happening Now? Prediction What might happen? CASE STUDY BI MATURITY ASSESSMENT Business Value Complexity / Competitive Advantage Business Intelligence Technologies Predictive Analytics Dashboards, Scorecards OLAP and Visualization Tools Query, Reporting and Search Tools BI Maturity with BI Technologies help our clients understand current state and improvement opportunities LOW HIGH What Business Value does Business Intelligence brings? Where in the Organization is most of the reporting and analysis is done today? Who is using Business Reports, Analysis and Indicators? What drives Business Intelligence in the Organization? What Strategies for developing Business Intelligence are in use today?

34 © Grant Thornton LLP. All rights reserved. Improved Visibility for Performance Management Standardized reporting environment One-stop-shop for analytical reporting Ability for decision-makers at all levels to more easily access, understand, analyze, collaborate, and act on information Transition into an enterprise-wide scalable BI foundation by leveraging common BI tools Establish Data Management Strategy Ability to react more quickly via enhanced visibility Yardstick for measuring performance and results Ability to access and analyze information anytime, anywhere Centralized location to monitor KPIs and reporting Drive Automation through KPIs Common business layer to increase the re-use of established software assets One system to satisfy all global reporting requirements The right information at the right time New insights into customers & markets Drive Internal & External Responsiveness ‘User-centric’ IT environment that allows business users to get the information through a self-service interface Easy-to-use, robust tools with slice & dice, dimensional analysis, data drill-down, data integration Improve Productivity Through Self-Service 34 CASE STUDY KEY BUSINESS DRIVERS

35 © Grant Thornton LLP. All rights reserved. 35 OBIEE (Oracle BI Server) and Essbase are now packaged together as a single product and are the core server components of Oracle BI Foundation Suite. Oracle Business Intelligence Foundation Suite consists of Oracle Business Intelligence Enterprise Edition (OBIEE) 11g, Oracle BI Publisher, Oracle Essbase, Oracle Scorecard and Strategy Management, and Oracle Essbase Analytics Link (EAL). CASE STUDY BI FOUNDATION SUITE The latest version of OBIEE Installation now includes Essbase as option and install several products including Calculation Manager, Essbase Studio, Financial Reporting and Workspace for broader integrated reporting and intelligence All of the core components of Oracle BI Foundation Suite can be deployed on Oracle Exalytics Platform

36 © Grant Thornton LLP. All rights reserved. APPLICATION TOPOLOGY CASE STUDY Global Data Warehouse Financial Planning & Budgeting Financial Management Source Systems Data Quality / Business Definitions SAP Financials Oracle Data Integrator Oracle EPM SuiteOracle BI Foundation Suite Essbase Studio ASO BSO Financial Data Quality Management Informatica Enterprise Data Management Business Analytics 36

37 © Grant Thornton LLP. All rights reserved. 37 CASE STUDY USER EXPERIENCE User Interface & Interactions Advanced Visualizations Presentation hierarchical columns Support for ragged, skip and unbalanced hierarchies Map view integration Simple navigation EPM and Endeca Integration Full text search capability Mobile Access Scorecard & Strategy Management Create objectives and initiatives to form strategy Assign KPI's to objectives and initiatives for measuring progress and performance Empowers user to articulate, monitor and communicate integrated strategy roadmap Actionable Intelligence & Alerts Improves users ability invoke processes and trigger workflows based on events identified through reports, dashboards and scorecards Delivers functionality of 'Guided Analytics' Provides for actionable insights Extends BI to integrate business processes, services and applications Incorporates customer UI and interactions BI Publisher New architecture and functionality with 11g Provides same ADF DVT visualizations as Answers Reusable across different reports with segregated data model Allows for online creation and editing of reports and templates Removes dependency on traditional editors Includes rich UI features and Improves federated queries

38 © Grant Thornton LLP. All rights reserved. Provides environment for rapidly developing custom analytic & EPM applications Enables business to quickly model complex business scenarios Easy for line-of-business personnel to develop & manage analytic applications that model complex scenarios, forecast the business and perform "what-if" analyses Supports extremely fast query response times for vast numbers of users, large data sets, & complex business models Hot-pluggable across any data source CASE STUDY ANALYTICS ENGINE Richest business user experience: Delivers "speed-of-thought" query response time so users can quickly understand the metrics that influence business performance, ask questions, and make informed decisions. what drives the business. Highly advanced calculation engine: It is the most advanced, high performance calculation engine on the market. It ships with over 350 pre-built, out-of-the-box functions, accelerating the development of complex business models. Best custom analytic environment: It enables line-of-business personnel to drive application design and rapid iterations. The highly graphical "outline" technology makes it easy to build dimensions, hierarchies, metrics, and scenarios. ORACLE ESSBASE 38

39 © Grant Thornton LLP. All rights reserved. Company Overview & Situation Operating in more than 100 countries, the world's leading provider of market intelligence to the pharmaceutical and healthcare industries; Tracks more than 80% of global pharmaceutical sales activity, 1.4+ million pharmaceutical products; 5,000 databases supporting 16,000 healthcare clients, including pharmaceuticals, biotech, payers and providers Lack of visibility to Pipeline, Sales opportunities, Improved and Integrated Revenue Reporting and Sales force Effectiveness MarketSphere/Grant Thornton Applied Expertise Enabled Finance and Sales Executives globally to gain deeper insights and better visibility to Financial metrics including pipelines, revenue and resource utilization delivered through BI Foundation Suite (OBIEE and Essbase) Implemented OBIEE Sales/Finance Dashboard(s) delivered within Salesforce.com cloud portal utilizing Oracle FMW with integrated Single-SignOn (SSO) using WNA/Kerberos Using Agile approach, delivered the full solution in sprints, including: o Establish developmental best practices on administration and maintenance of OBIEE to support a broader reporting and analytics platform for the future state o Integrate reporting from SQL Server DW, Essbase and OBIEE. o Deployed Mobile Analytics for business users that constantly travel across the globe Established MarketSphere’s Foundation Analytics Methodology and leverage the full potential of the BI Foundation Suite Benefits & Value Achieved Moved from fragmented reporting to automated and integrated reporting Fast access to financials through ad-hoc analysis capabilities and Performance Dashboards Ability to access BI/Essbase content within SFDC portal with greater visibility to both hard and soft backlogs on projects; Remote decision makers access key data on the mobile devices CASE STUDY INTEGRATED BUSINESS ANALYTICS Foundation Analytics Methodology™ Solution Delivered in Sprints “My Dashboards” delivered through SFDC portal 39

40 © Grant Thornton LLP. All rights reserved. 40 Delivers common framework, presentation layer and reporting experience for end-users. Best Mechanism for unifying multiple data sources and metadata into a single common BI platform With data federation capabilities in OBIEE, achieve robust performance to Dashboards/Reports by leveraging Essbase Aggregation and MDX queries with seamless drill-through capabilities to transactions Enhance reporting experience with certain dashboard functionality that cannot be achieved through native Essbase/Hyperion tools (column selectors, dimension level switching and measure selection) Eliminate complex Essbase design and dynamic calculation that will require specific data and dimension intersections and managing some of those in the BI Server and OBIEE abstract layer Control user inputs and what if scenarios in Essbase using OBIEE action framework Oracle BI EE can also easily integrate with other applications on the front-end, so BI EE content can be exposed through Web Services and accessed in various operational applications and portals ORACLE BI FOUNDATION SUITE BENEFITS

41 © Grant Thornton LLP. All rights reserved. 41 OBIEE supports value-based hierarchies, alias tables and UDA for Essbase Hierarchical Column support in OBIEE 11g provides enhanced OLAP style reporting in OBIEE for Essbase UDA columns can be used in filters Ability to perform "Selection Steps" such as "Select children of", "keep/remove members" etc., in the filters Provides advanced visualization, graphics, geo spatial integration capabilities for Dashboards BI Mobile, Scorecards, KPI Watch list, Web Service and application integration Support reporting on alternate hierarchies from Essbase ASO application (not supported for BSO) Perform federation (horizontal and vertical) capabilities between Essbase and Relational sources OBIEE can use Essbase as an aggregate persistence target where the aggregates are stored in Essbase (This will require installing Essbase, EAS and Studio on the same MW home as OBIEE. Available in Power to combine native OBIEE analytics functions and Essbase native functions OBIEE AND ESSBASE INTERACTION HIGHLIGHTS

42 © Grant Thornton LLP. All rights reserved. 42 In the OBIEE repository, Essbase is translated into a relational star schema metadata model Leveraging the star schema surrounded by dimensions and fact measures, During import the first imported member is labeled as ‘Measure’ Dimension type. Time dimension are typically identified automatically. Create/Import Additional Columns for UDA and Alias Table(s) for better reporting Flattening of Measure dimension makes it easy to build extra Logical Measured columns and also eases up the process to build analysis OBIEE AND ESSBASE INTERACTION STAR SCHEMA MODEL PhysicalLogicalPresentation

43 © Grant Thornton LLP. All rights reserved. 43 To make an effective use of the BI reporting from Essbase, it is necessary to have multiple version of the measures If all measures are treated the same, flatten of measure may not be required. However, if the measure contains different type such as volumes and dollars, we need them as separate measures with different formatting options The goal is to primarily support drill-down for the hierarchical measures as well as static flattened measures for dashboard type reporting OBIEE AND ESSBASE INTERACTION MULTIPLE MEASURES

44 © Grant Thornton LLP. All rights reserved. 44 Keys that are inherent to an Essbase cube such as Memnor, Member Key, Parent Key are brought into BI repository as elements of the hierarchies. “Member Number Ranking” (Memnor) column is automatically created for every Generation in each dimension and used for sort order UDAs and Aliases can be seen only in logical layer and are typically used for display purposes as well as alternate columns in hierarchies for meaningful reporting In case of using Alias tables the default outline in BI is sorted alphabetically hence users find the outline completely different compared to Smartview, work around is to actively assign the sort key (memnor) of that dimension to the Alias column OBIEE AND ESSBASE INTERACTION HIERARCHY ELEMENTS

45 © Grant Thornton LLP. All rights reserved. 45 Dimension Type is designated in the physical layer after import process. Time Dimension Measure Dimension Attribute Dimension Other or Unknown Type of hierarchy is designated in the physical layer after import process. Balanced or Unbalanced Ragged Value based OBIEE AND ESSBASE INTERACTION DIMENSION TYPES All Dimensions and Hierarchies are not always the same when imported into OBIEE

46 © Grant Thornton LLP. All rights reserved. 46 Alternate Hierarchies are most common in Essbase. As an example, the period dimension can have Year/Qtr/Mth and YTD rollups and month variances In OBIEE repository, it can be modeled to keep as single hierarchy view or as multiple dimensions for each The key consideration to use multiple hierarchies in OBIEE is Multiple hierarchies enabled in Essbase outline only one can be used at a given time in a report OBIEE AND ESSBASE INTERACTION ALT HIERARCHIES

47 © Grant Thornton LLP. All rights reserved. 47 The most common best practices in Essbase is to have separate dimension for Year and Period especially for Planning Application. In certain reporting scenarios where we have to show range of periods or requirements where data has to be shown till the selected period (Example: Show the financial data as of Aug-2011) multiple dimension of same type may be required OBIEE AND ESSBASE INTERACTION MULTIPLE DIMENSIONS

48 © Grant Thornton LLP. All rights reserved. 48 OBIEE AND ESSBASE INTERACTION LARGE OUTLINES With the Essbase data retrievals are manifested through the OBIEE generated MDX queries there are some clear limitations on large outlines as well as large set of members in a given Essbase outline. The typical errors are: ESSBASE ERROR: SET IS TOO LARGE TO BE PROCESSED. SET SIZE EXCEEDS 2^64 TUPLES Internal error: Query is allocated too large memory (> 4GB) and cannot be executed Essbase Error: Internal error: Query is too large and cannot be executed. The product of member counts across all dimensions in the query exceeds 2^64 The common ways to work around these limitations are: Reduce the number of members and/or dimensions to a single MDX query Design your report to logically break apart to multiple MDX queries With set [_Customer7] as 'Generate([Customer].Generations(2).members, Descendants([Customer].currentmember, [Customer].Generations(7), leaves))' set [_Cycle0] as '{Distinct({[Cycle].[1 - Identify Opportunity], [Cycle].[Stage 1-5]})}' set [_Opportunity ID3] as 'Filter([Opportunity ID].Generations(3).members, ( NOT ([Opportunity ID].CurrentMember IS [Opportunity ID].[0_OP])))' set [_Period0] as '{Distinct({[Period].[Q1]})}' set [_Profit Center0] as '{Distinct({[Profit Center].[United States]})}' select { [Attribute Calculations] } on columns, NON EMPTY {crossjoin({[_Customer7]},crossjoin({[_Cycle0]},crossjoin({[_Opportunity ID3]},crossjoin({[_Period0]},{[_Profit Center0]}))))} properties MEMBER_NAME, GEN_NUMBER, [Customer].[Default], [Cycle].[Default], [Opportunity ID].[MEMBER_UNIQUE_NAME], [Opportunity ID].[Memnor], [Customer].[MEMBER_UNIQUE_NAME], [Customer].[Memnor], [Opportunity ID].[Default], [Period].[Default], [Profit Center].[Default] on rows from [RevV1u.RevV1u] where ([Currency].[United States Dollar (RPT)], [Scenario].[Opportunity (Gross)], [Year].[FY12])

49 © Grant Thornton LLP. All rights reserved. 49 Data Federation is commonly referenced to the linking of data between difference data sources. With OBIEE, federation of Essbase data with other data sources such as relational, can be accomplished by the following: 1)Drill to Details as part of the hierarchical drill where certain level of data will be maintained in Essbase and the details in relational mapped through the common dimension levels 2)Source Blending where different measures and/or same measures sourced from Essbase and other data sources 3)Navigate to details through the passing of parameter values from one report to another report 4)Relational lookup functions to query some additional attributes for reporting OBIEE AND ESSBASE INTERACTION FEDERATION

50 © Grant Thornton LLP. All rights reserved. 50 1)A report can show information sourced from Essbase and as users drills down a logical hierarchy, transparently switch to relational source. When a level of detail is reached in the hierarchy drill, that is not supported by Essbase aggregated source, OBIEE server automatically switches to relational model to source the corresponding detailed data OBIEE AND ESSBASE INTERACTION FEDERATION

51 © Grant Thornton LLP. All rights reserved. 51 OBIEE AND ESSBASE INTERACTION FEDERATION 2)Provides a blended analysis by combining data from multiple data sources and present in the same report. The business logical model is setup such that based on the request, BI Server will determine the optimal and/or required data sources to execute the query and return the results

52 © Grant Thornton LLP. All rights reserved. 52 3)Navigation allows to propagate context of a report into another, different report, using prompted filters. The initial report can be sourced from a system (essbase) and the target report can be sourced from a a different system (relational). The setup leverages same object names in each Subject Area for prompted columns. The navigation is setup directly in the column interaction tab. OBIEE AND ESSBASE INTERACTION FEDERATION

53 © Grant Thornton LLP. All rights reserved. 53 4)OBIEE repository can be setup to run Calculations on a report sourced from Essbase, but, after Essbase aggregation a lookup to a relational table is performed to retrieve values of member attribute names. OBIEE AND ESSBASE INTERACTION FEDERATION

54 © Grant Thornton LLP. All rights reserved. 54 Selection Steps are the best way to take advantage of the reporting from Essbase Outline. This feature provides ability to select individual members based on the position in the hierarchy such as selecting children, ancestors and keep/remove members and can be leveraged both from ad-hoc analysis as well as from Dashboard view Additional considerations when using selection steps are Avoid using filters at the generation level as in most cases reimport or changes to the Essbase outline will affect the generation level Ensure that the Time Series Aggregation is setup up correctly in the logical layer to avoid issues OBIEE AND ESSBASE INTERACTION SELECTION STEPS

55 © Grant Thornton LLP. All rights reserved. 55 Essbase Studio creates SQL rule file to load data and metadata into Essbase Streaming vs. Non-Streaming Mode In non-streaming mode, Essbase Studio uses JDBC for browsing the tables and building the metadata, and it uses the ODBC driver on the Essbase Server for dimension building and data load. This mode is much faster than the other one. In streaming mode only the Studio JDBC driver is used to get the data into Essbase. OBIEE AND ESSBASE INTERACTION ESSBASE STUDIO Export and Import of model/cube schema as an XML file between environments makes easier for migration. Creating tailored tables/views for each dimension in the relational source gives more flexibility and easier to develop models/cube schemas in Studio. Drill Through Capability MaxL Deploy command for automation process Oracle BI Repository can be a source for Essbase Studio

56 © Grant Thornton LLP. All rights reserved. To Maximize the power of Essbase functions in OBIEE, the native MDX functions such as EVALUATE, EVALUATE_AGGR and EVALUATE_PREDICATE functions can be invoked. These functions provide a way to pass through a request to the underlying Essbase data source for an analysis to use a particular function. OBIEE AND ESSBASE INTERACTION INVOKE MDX FUNCTIONS EVALUATE(‘RANK(%1.dimension.currentmember,%2.members)’ AS INTEGER,CHANNELS.”Gen4,CHANNELS”,CHANNELS.”Gen4,CHANNELS”) EVALUATE_AGGR((%1,Customers.dimension.currentmember).value/Count(Customers.dimension.currentmember.chi ldren)’, EVALUATE_PREDICATE('length(%1)>6',"A - Sample Sales"."Products"."P4 Brand") 56

57 © Grant Thornton LLP. All rights reserved. 57 OBIEE provides the ability to update the Essbase data directly using an action link and scripts OBIEE AND ESSBASE INTERACTION ESSBASE WRITEBACK UPDATE "F - Essbase Interaction"."Basic" SET "Total Expenses" WHERE "F - Essbase Interaction"."Product"."Category" = AND "F - Essbase Interaction"."Scenario"."Scenarios" = AND "F - Essbase Interaction"."Year"."Quarter" =

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