2. Alvin Daniel Senior Product Manager Oracle Discoverer Oracle Corporation

3. Best Practices in Building a BI Dashboard in Portal with Discoverer Alvin Daniel Senior Product Manager Oracle Corporation Session 40154

4. Agenda  Overview of the Discoverer Solution  Architectural Underpinnings  Putting it all together: building a dashboard  Maximum Scalability & Performance

5. Overview of Discoverer

6. Discoverer Product Family  Discoverer Administrator 10 g Manage metadata, security, and performance  Discoverer Plus 10 g Create ad-hoc queries, analytics, and graphs  Discoverer Viewer 10 g Pivot, drill, and export existing queries

7. Single User Interface Desktop Edition (C/S)Plus (Java)Viewer (HTML)

8. Discoverer Portlets List of Workbooks Portlet Worksheet Portlet: Crosstab Worksheet Portlet: Graph

9. Architecture

10. Discoverer Architecture Oracle Application Server Plus Viewer Discoverer Admin.  Dynamic results, database is a single source  Enforces database and Applications security  Each session uses “smart” middle-tier caching  Scalable n-tier design, fast performance 10 g Database

11. Discoverer Portal Integration Oracle Application Server : Portal, Discoverer Plus Viewer Web Portlet Provider  Java Servlet  Provides access to worksheets, workbooks, etc. through a Portal wizard  Persistently manages portlet contents Single Sign-On  Traditional “userid/pwd@db” and EUL now called a connection  SSO user can have multiple Discoverer connections associated  Also support Applications login  Supported outside of Portal too Database 10 g

12. New Interactions with Discoverer  Portal gives context for Discoverer information  Portal integrates Discoverer at the information level  Portal publishes Discoverer information to communities

13. D E M O N S T R A T I O N Building the Dashboard

14. New Benefits  Publishing  Personalization  Promotion

15. New Benefits- Publishing  Publish with All Discoverer Benefits – Still “ connected ” to Discoverer – Information is still managed, performant – Information is still secure  Covers All Scenarios – Single view (traditional web site) – Public/private view (public community site) – Per-user view (customer account site) – Flexible view (everything else!)

16. New Benefits- Personalization  Supports Portal “ customization ” framework  Self-service customization without touching Discoverer  Re-usable ROI

17. New Benefits- Promotion  Increase Portal site usage – Users want real content – Users want maximum personalization  Increase Discoverer usage – All users become Discoverer users – Click-throughs launch Discoverer at “ full-power ”  Self-sustaining cycle – Good content = more Portal users – More Portal users = more Discoverer users – More Discoverer users = more good content – lather, rinse, repeat...

18. Maximizing Scalability & Performance

19.  Eliminate redundant queries by sharing results  Eliminate redundant queries by remembering results

20. The Ultimate BI FAQ Oracle Application Server  Today, users run queries to see “what’s up?”  User A & B each run the same weekly sales report Database 10 g “What’s up?” Why answer one question N times?!  Users may have different security  Users may need different customizations

21. The Ultimate BI FAQ Oracle Application Server “What’s up?”  Today, users run queries to see “what’s up?”  User A & B each run the same weekly sales report Database 10 g Portlet Provider acts like a “smart” cache  If users A & B run it using the same customizations, we fetch from cache  Complete transparency, zero delay

22. The Ultimate BI FAQ Oracle Application Server “What’s up?”  Today, users run queries to see “what’s up?”  User A & B each run the same weekly sales report  If users A & B run it using the same customizations, we fetch from cache Database 10 g weekly  If users A & B reload the page every 10 minutes, the report’s query is not re-executed  If users A & B want “live” results, click-through to Discoverer

23. Maximizing Scalability & Performance  Eliminate redundant queries by sharing results  Eliminate redundant queries by remembering results  Optimize user behavior – Essential information always on hand – Users are more focused when they ask deeper questions

24. Summary

25. Discoverer Portal Integration  Synergy- each promotes the other  Publishing without “ disconnecting ” – Security – Management, performance  Increase ROI through personalization  Increased scalability by optimizing user behavior

26. A Q & Q U E S T I O N S A N S W E R S