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EXECUTIVE OVERVIEW
This white paper presents a case study of building dashboards on top of the Oracle
Daily Business Intelligence (DBI) summary tables using Oracle BI Enterprise
Edition (OBIEE). It provides an example of what is possible when we combine the
flexibility and configurability of OBIEE platform with the traditional benefits of
DBI, such as low cost of ownership.
INTRODUCTION
Until now, the focus of DBI had been to provide a comprehensive set of pre-
packaged dashboards and reports with tight integration to transactional applications.
The flexibility of the pre-delivered dashboards, on the other hand, had been
somewhat limited.
With the advent of OBIEE, we will be able to combine the richness of pre-packaged
Empower DBI customers with the flexibility DBI content with the configurability and ad hoc capabilities of this powerful BI
and configurability of OBIEE platform to deliver a comprehensive, easy-to-implement, tightly integrated, and
highly flexible reporting solution for Oracle EBS customers.
Summary
The sections below discuss the high-level steps taken to build an OBIEE P&L
dashboard against the DBI for Financials summary tables and dimensions. It also
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provides general guidelines and pointers for those who may want to build OBIEE
dashboards against other DBI content areas.
To build an OBIEE dashboard, one first needs to create metadata in the OBIEE
Administration tool (.RPD file) to model the relevant physical and logical data
entities. Afterward, we will need to use OBIEE Web to create reports based on the
metadata and assemble them into a Dashboard (webcat file).
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In this case study, a small subset of the E-Business Suite (EBS) objects, such as
materialized views and tables, were identified and imported into the Physical layer of
OBIEE. Please note that all objects in EBS database are visible in the APPS
schema. All connections should be done within that schema.
Please refer to the section in the OBIEE Server Administration guide titled –
‘Creating and Administering the Physical Layer in a Repository’ for additional
information.
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Save all the entities in the Physical Schema folder named after the APPS schema.
Then, please organize the entities into groupings using Physical Display folders as
you see fit. Objects stored in the display folders appear as links (shortcuts) to
objects in physical schema folder. The screenshot below shows the entities used for
the P&L case study.
Next, you can set up the connection pools. Click on Connection Pools->Add to
launch the Connection Pools dialog box. Enter user name and password for the
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Apps schema and provide the tnsnames.ora entry. Please refer to the section in the
OBIEE Server Administration guide titled – ‘Creating and Administering the
Physical Layer in a Repository’ and ‘Query Caching in Siebel Analytics Server’ for
additional information on connection pools.
After importing the metadata to create the Physical layer, we now need to identify
the key joins between the tables or views. Right click the ‘Physical’ pane of the
OBIEE Administration tool. Select the ‘Physical Diagram->Objects and all joins’
option to launch the ‘Physical Diagram’ window. Create the foreign key joins
between the Fact and Dimension tables. The screenshot below shows some of the
physical table joins used for the Profit and Loss dashboards.
We recommend deleting the foreign key joins that are copied automatically from the
Physical layer as those can sometimes yield erroneous results. Re-create the joins
manually between the logical entities in the Business Model.
Create hierarchies for each dimension. All hierarchies should have a single root level
but can have multiple branches, each branch representing a drill-path in the tree.
Each level in the hierarchy should contain a unique key and all columns in a
hierarchy should come from one logical table. Each level should be associated with
at least one column, except the Grand Total level.
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The following screenshots below show the business model diagram between a
subset of tables used in the case study.
The screenshot below shows the business model and mapping layer created for the
case study.
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Please refer to the section in the OBIEE Server Administration guide titled –
‘Creating and Administering the Business Model and Mapping Layer in a Repository’
for additional information.
We recommend creating one Presentation Catalog for each major functional analysis
area such as P&L or Procurement and include relevant objects from the business
model layer. Please repeat common dimensions in each Presentation Catalog as
necessary. For example, Supplier dimension can be included in both Procurement
and Payable Presentation Catalog.
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“internal ids” or “who” columns if they are not going to be used for reporting. The
diagram below shows the Presentation Layer created for the P&L case study.
Please refer to the section in the OBIEE Server Administration guide titled –
‘Creating and Maintaining the Presentation Layer in a Repository’ for additional
information.
The screenshot below depicts the ‘P&L’ Dashboard page built in this case study.
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Within traditional DBI dashboards, the behavior and interaction of parameters such
as “As of Date” and “Compare To” are somewhat different from typical ad hoc BI
reports or dashboards. The ability of going back into history to view data as of any
date is also unique.
The displayed P&L Dashboard has associated drilldown reports for further detailed
analysis, as shown below:
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Before building an OBIEE Dashboard, users need to first compose a library of
reports, or “Answers”, which serve as components in the Dashboard.
To build Answers, start with the associated Subject Area in OBIEE Web and select
pertinent columns and metrics. Arrange the columns, add parameters or filters, and
compose graphs as desired. Compose all the Answers needed for your Dashboard.
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Please note that native OBIEE features such as gauge style graphs, scrolling
billboards, and color coding, previously not available in traditional DBI content, can
now be easily leveraged by DBI customers.
Please refer to the OBIEE Web Administration guide for additional information on
creating Answers and Dashboards.
Security
Generally, it’s necessary to consider a couple points to properly secure data. First is
access security, namely, controlling which users have access to which Subject Areas,
Answers, and Dashboards. Second is data security, which has to do with
controlling which subset of data can be viewed by a given user.
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OBIEE has strong functionality to enable both access and data security.
Administrators can group Dashboards, Answers, or content in Functional Areas into
proper functional grouping and assign these to individual users for access control.
One can also enable the data security used in DBI through use of proper filter
conditions with OBIEE metadata.
Please refer to chapter 7 (Managing Siebel Analytics Web Security) in the Siebel
Analytics Web Administration Guide and chapter 17 (Creating and Administering
the Physical Layer in Repository) in the Siebel Analytics Server Administration
Guide for more details.
DBI base summaries are typically at transactional granularity. MV's are used to
summarize data to along various dimensional hierarchies to enable better
performance during dashboard runtime.
OBIEE has query re-direction features. By incorporating DBI summary MV’s into
the Physical and Business layer and properly establishing the granularity and
mapping, OBIEE can make intelligent decisions at runtime to re-direct queries
against summary MV’s depending on the specific report being run.
As mentioned before, most DBI base summaries are at the transactional level. In
fact, they generally carry unique transactional ID’s. Using the ad hoc capabilities of
OBIEE, one can easily join back to EBS transactional tables to pull in additional
attributes. For example, the Payables Invoice Summary within DBI
(FII_AP_INVOICE_B) can be joined back to the Invoice Header table within EBS
(AP_INVOICES_ALL) by Invoice Id to expose additional transactional attributes,
metrics, and even Descriptive Flexfield columns.
LOOKING FORWARD
As implied in the paper, the future direction of DBI is to integrate with the OBIEE
framework. The upcoming releases of DBI will gradually provide pre-packaged
OBIEE Business and Physical layers so DBI customers can easily leverage features
illustrated in this case study. Existing pre-built dashboards will also be converted
from the current Performance Management Viewer/Framework to OBIEE.
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As we integrate DBI with the OBIEE technology, customers will be empowered
with a BI solution that is extremely flexible and extensible as well as rich in content,
easy to implement, and tightly integrated with their transactional systems.
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APPENDIX
Below tables list available Facts and Dimensions in the E-Business Suite Intelligence (DBI) product family
One record per invoice expense This base summary contains expense accounting
Profit and Loss Payables Expense Fact FII_AP_INV_B distribution distributions for AP invoice documents
Payables Payables Invoice Fact FII_AP_INVOICE_B One record per AP invoice This base summary stores AP invoice documents
One record per <transaction_class, This base summary contains revenue accounting
Profit and Loss AR Revenue Fact FII_AR_REVENUE_B line_id, gl_date, code_combination_id> distributions for AR invoice documents
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One record per combination of following
dimensionality:
- Company or balancing segment
- Cost Center
- Natural Account
- User segment 1 (any additional
segment in chart of account per user
setup) This base summary store aggregation of profit and
- User segment 2 (any additional loss information. In other words, revenue,
Profit and Loss General Ledger Fact FII_GL_JE_SUMMARY_B segment expense, and COGS information
Receivables Adjustment
Receivables Fact FII_AR_ADJUSTMENTS_F One record per invoice adjustment This base summary stores invoice adjustments
Receivables Payment One record per transaction This base summary stores invoice installments (ie
Schedule Fact FII_AR_PMT_SCHEDULES_F installment/payment schedule payment schedules)
Receivables Receipt One record every time an payment was This base summary stores applications of checks
Application Fact FII_AR_RECEIPTS_F applied to an invoice or payments against an invoice.
Receivables Transaction
Fact FII_AR_TRANSACTIONS_F One record per AR transaction This base summary stores AR invoice documents
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One record per event per assignment
(relevant assignment change, salary
change, performance band, length of
Human service band, ABV change, person type
Resource DBI Workforce Assignment Events HRI_MB_ASGN_EVENTS_CT change) Work related information
One record per event per assignment
Assignment and per manager (assignment events and Derived fact based on Assignment Events and
Manager Hierarchy manager hierarchy changes above the Events generated from manager hierarchy
Workforce Events HRI_MAP_SUP_WRKFC_ASG assignment) changes
Supply Chain
Activity Date level Customer Support Management: This contains
Supply Chain counts of first opened, reopened and closed
DBI Activity Fact BIV_DBI_ACTIVITY_SUM_F service requests (SR) for every activity date
Supply Chain
Service request level Customer Support Management: This contains
BIV_DBI_RESOLUTION_SUM_ time taken to resolve a SR and SLA related
Resolution Fact F related information for a SR
Supply Chain
Service request level
Customer Support Management: This contains
Closure Fact BIV_DBI_CLOSED_SUM_F time taken to close a SR ,closed date etc.,
Supply Chain
Service request level Customer Support Management: This contains
severity, status, urgency, channel, customer, etc
Backlog Fact BIV_DBI_BACKLOG_SUM_F related information for Backlog Srs
Supply Chain Warehouse Management and Transportation
Management: It contains the pick-released
quantity, ship-confirmed quantity in primary uom,
Delivery Details Fact ISC_DBI_DEL_DETAILS_F Delivery detail level among other delivery detail-level information.
Supply Chain
Warehouse Management: This contains the
Organization- SubInventory - Item - details of all the pick tasks in the warehouse by
Tasks Fact OPI_DBI_WMS_TASKS_F Pick Completion Date Subinventory and Item.
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Supply Chain
Warehouse Management: This contains data
Organization- SubInventory - Item - pertaining to Operation Plans in the warehouse at
Operations Fact OPI_DBI_WMS_OP_F Operation Plan Id the Operation Plan Instance Level.
Supply Chain
Field Service Capacity Field Service Management: This contains data for
Fact ISC_FS_CAPACITY_F task_id, OBJECT_CAPACITY_ID Field Service Trip Tasks.
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Supply Chain
Service Contracts and Service Renewals
Management: This contains measures at the
Contract Measures Fact OKI_DBI_CLE_B Contract covered line level contract covered line level.
Supply Chain
Receiving Transactions
Fact POA_DBI_RTX_F Receiving Transactions Receiving Transactions base summary table
Supply Chain
Requisition Lines Fact POA_DBI_REQ_F Requisition Lines Requisition Line base summary table
Supply Chain Base summary table for the Customer Fulfillment
Management page and Shipping Management
page. It is built on the OE_ORDER_LINES_ALL
table. It contains the following dimensions: header
functional currency, organization functional
currency, customer, item, organization, return
reason, and time. It contains the following
amounts in the global (primary and secondary)
currency and organization functional currency:
backlog value, booked value at selling price,
fulfilled value, invoice value, return value, and
Bookings Fact ISC_BOOK_SUM2_F Order line level shipped value, among other line-level information.
Supply Chain Base summary table for past due information on
the Shipping Management page. This table stores
current past due quantity and days late according
Shipping Past Due to the scheduled shipment date. It stores the
Schedule Fact ISC_BOOK_SUM2_PDUE_F Snapshot and order line level information in snapshots at the line level.
Supply Chain Base summary table for past due information on
the Customer Fulfillment Management page. This
table stores current past due amounts and days
late according to the scheduled shipment date and
the promised date. It stores the information in
snapshots at the line level. It contains current past
due amounts in the global (primary and
Past Due secondary) currency and organization functional
Schedule/Promise Fact ISC_BOOK_SUM2_PDUE2_F Snapshot and order line level currency.
Supply Chain Base summary table for backorder information on
the Shipping Management page. This table stores
current backorder quantity and days late according
to the scheduled shipment date and request date.
It stores the information in snapshots at the line
Backorders Fact ISC_BOOK_SUM2_BKORD_F Snapshot and order line level level.
Supply Chain Base summary table for Product Revenue
Bookings and Backlog Page. It is built on
OE_SALES_CREDITS. It only contains the
resource dimension. It contains the sales credit
Sales Credits Fact ISC_SALES_CREDITS_F Sales credit level distribution amounts (as a percent) for each sales
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representative for each order line that appears in
ISC_BOOK_SUM2_F. It also contains various
sales credit attributes such as sales credit type
and the sales group of the sales representative.
Supply Chain Base summary table for Warehouse Management
page and Transportation Management page. It is
mainly built on WSH_DELIVERY_DETAILS,
WSH_DELIVERY_ASSIGNMENTS and
WSH_NEW_DELIVERIES tables. It contains the
following dimensions: item, subinventory,
organization, shipment direction and time. It
contains the pick-released quantity, ship-
confirmed quantity in primary uom, among other
Delivery Details Fact ISC_DBI_DEL_DETAILS_F Delivery detail level delivery detail-level information.
Supply Chain Base summary table for Transportation
Management page. It is mainly built on
WSH_DELIVERY_LEGS table. It contains the
following dimensions: organization, shipment
direction, carrier, mode of transport, service level
and time. It contains the rated freight cost, gross
weight in global weight uom and volume in global
volume, among other delivery leg-level
Delivery Legs Fact ISC_DBI_DEL_LEGS_F Delivery leg level information.
Supply Chain Base summary table for Transportation
Management page. It is mainly built on
WSH_TRIP_STOPS table. It contains the
following dimensions: carrier, mode of transport,
service level and time among trip stop-level
Trip Stops Fact ISC_DBI_TRIP_STOPS_F Trip stop level information.
Supply Chain Base summary table for Transportation
Management page. It is built on
FTE_INVOICE_HEADERS table. It contains the
following dimensions: carrier, mode of transport,
service level and time. It contains the following
amounts in the global (primary and secondary)
currency: billed amount, approved amount, among
Freight Invoices Fact ISC_DBI_FTE_INVOICES_F Freight invoice level other invoice header-level information.
Supply Chain Fact table for the Email Center Management
page. This contains email measures at day level.
Agent, Classification, Account, The information is also rolled up to higher time
Email Measures Fact BIX_EMAIL_DETAILS_F Customer dimension levels.
Supply Chain Fact table for the Inbound Telephony Management
page. This fact contains call measures at day
level. The information is also rolled up to higher
time dimension levels. Stores both positive
Agent, Classification, Account, response measure and inbound telephony
Call Measures Fact BIX_CALL_DETAILS_F Customer, Dialed Number measures
Supply Chain
Fact to store agent session measures at day level.
Agent Session Measures The information is also rolled up to higher time
Fact BIX_AGENT_SESSION_F Agent dimension levels.
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Supply Chain Base summary table for the Plan Management
page, built mainly on MSC_SUPPLIES table. The
base table contains the following dimensions:
item, supplier, organization, plan snapshot, and
time. It also contains the purchasing cost in the
Plan snapshot, month, inventory global (primary) currency and organization
Supplies Fact ISC_DBI_SUPPLIES_F organization, item, and supplier level functional currency.
Supply Chain This is the Work Order Cost base summary table.
It stores summary of Actual and Estimated Cost
for Completed Work Orders. These costs are in
base currency together with the conversion rates
for primary and secondary global currencies.
Normally this table would only contain rows for
completed work orders, however, if a work order is
subsequently "uncompleted", the rows will remain
but the completion date will be NULL. Costs are
Maintenance Work Order work order id, organization, department, aggregated to Cost Category and unique
Costs Fact ISC_MAINT_WO_CST_SUM_F cost category id operation Department for a Work Order
Supply Chain Base table of eAM maintenance work orders
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Supply Chain
Repair Orders Cost Fact ISC_DR_COSTS_F REPAIR_LINE_ID Depot Repair Costs fact table
Supply Chain
Manufacturing Jobs Fact - One record
for each job created.
Manufacturing Jobs Fact OPI_DBI_JOBS_F Fact Table for Jobs Master ETL
Supply Chain
Manufacturing Cost Variance Fact -
Manufacturing Cost One record for each closed job. Fact Table for storing the total actual cost,
Variance Fact OPI_DBI_MFG_CST_VAR_F standard cost and the variance.
Supply Chain
Material Usage Actuals Fact - One
record per component per date used for
Material Usage Actuals OPI_DBI_JOB_MTL_DETAILS_ a job. Base Table for extracting Material Usage by
Fact F Assembly and Component.
Supply Chain
Current Unrecognized Variance Fact -
Current Unrecognized OPI_DBI_CURR_UNREC_VAR One record per open job Fact Table for Current Unrecognized Variance
Variance Fact _F ETL
Supply Chain
WIP Completions Activity Fact - One
record per Product Completion per job
WIP Completions per date
Activity Fact OPI_DBI_WIP_COMP_F Stores WIP completion activity
Supply Chain
Scrap Fact - One record per Scrap Txn
per Job
Scrap Fact OPI_DBI_WIP_SCRAP_F Stores WIP scrap activity extracted from MMT
Supply Chain
Resource Usage Standards Fact - one
record per resource usage according to
Resource Usage routing per job
Standards Fact OPI_DBI_RES_STD_F Resource Standard Usage Fact
Supply Chain
Resource Usage Actuals Fact - one
Resource Usage Actuals record per resource usage per job Stores transaction details both at Resource and
Fact OPI_DBI_RES_ACTUAL_F Job granularity
Supply Chain
Resource Availability Fact - One record
Resource Availability per resource per org per available date
Fact OPI_DBI_RES_AVAIL_F Stores Resource Availability Details.
Supply Chain
Production to Plan Fact - One record
per baseline, per item and per date Base table for baseline, storing relatively frozen
Production to Plan Fact OPI_DBI_PTP_PLAN_F planned production data.
Supply Chain
COGS Fact - One record per order line
Stores Cost of Goods Sold Values for all Order
COGS Fact OPI_DBI_COGS_F Lines, Items and Customers.
Supply Chain
This Materialized View is at the item- Stores information for Material Usage
Material Usage Variance org-date level. Variance by organization, inventory item, and
MV OPI_MTL_VAR_MV_F completion date
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Supply Chain
This Materialized View is at the job- Stores information for Actual Material Usage
Material Usage Variance assembly-component-org level. by organization, Job, inventory item, and
Actuals MV OPI_MTL_VAR_ACT_MV_F component item
Supply Chain
One record for each organization, item, Inventory Value Summary Fact stores On Hand,
Inventory Value transaction_date, subinventory WIP and Intransit Inventory transaction
Summary Fact OPI_DBI_INV_VALUE_F summaries.
Supply Chain
One record for each organization, Fact table that stores inventory balances and cost
Inventory Turns Fact OPI_DBI_INV_TURNS_F transaction_date of goods sold for inventory turns reporting.
Supply Chain
One record for each organization,
Cycle Count Summary subinventory, item, cycle count entry id Fact table that stores inventory cycle count
Fact OPI_DBI_INV_CCA_F accuracy and adjustment activity
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APPENDIX B. – DIMENSION TABLES
HRI_CL_JOB_BX_V
HRI_CL_JOB_FAMILY_V
Human Resource DBI Job dimension HRI_CL_JOB_FUNCTION_V
HRI_CL_ORG_HR_HX_V
HRI_CL_ORG_HRCYVRSN_BX_V
Organization dimension HRI_CL_ORG_INHV_H_V
HRI_CL_WAC_SEPCAT_X_V
Separation Reason dimension HRI_CL_RSN_SEP_X_V
HRI_CL_POSITION_HX_V
Position dimension HRI_CL_POSITION_V
HRI_CL_PER_HX_V
HRI_CL_PER_USRDR_H_V
Person dimension HRI_CL_PER_V
Performance Rating dimension HRI_CL_PRFMNC_RTNG_X_V
Training Activity Definition dimension HRI_CL_TRNACT_ACTDEF_V
Workforce Measurement Type dimension HRI_WMT_X
Gender dimension HRI_CL_GENDER_X_V
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Grade dimension HRI_CL_GRADE_BX_V
HRI_CL_GRADE_V
Company Cost Center dimension HRI_CL_ORGCC
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Service Request Channel BIV_CHANNELS_V
Service Request Resolution BIV_RESOLUTIONS_V
Service Request Severity BIV_SEVERITIES_V
Service Request Status BIV_STATUSES_V
Service Request Type BIV_REQUESTTYPE_V
Shipment Direction ISC_SHIPMENT_DIRECTION_V
POA_SUPPLIERS_V
Supplier
POA_SUP_CLASSIFICATIONS_V
Supplier Classification
POA_SUPPLIER_SITES_V
Supplier Site
Task Type BIV_FS_TASK_TYPE_LVL_V
OKI_TERM_REASONS_V
Termination Reason
Transportation Mode ISC_TRANSPORTATION_MODE_V
Warehouse Operation Plan OPI_WMS_OP_PLAN_NAME_LVL_V
Warehouse Task Exception Reason OPI_WMS_TASK_EXC_REASONS_LVL_V
OPI_WMS_TASK_TYPE_LVL_V
Warehouse Task Type
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Building Oracle Daily Business Intelligence (DBI) Dashboards with Oracle BI Enterprise Edition
August 2006
Author: ERP BI Applications Development Team
Contributing Authors:
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