Monday Aug 04, 2014

Hyperion EPM Training Videos in Learning Library and YouTube

We have these new Oracle-EPM-Webcasts videos on the EPM-YouTube Channel...

For Oracle Planning and Budgeting Cloud Service (PBCS):

And for on-premise EPM, a four-part series on deploying EPM System Products:

  1. Part 1 Overview - demonstrates the standard deployment methodology. It contains links to parts 2, 3 and 4.
  2. Part 2 Preparing for Deployment - demonstrates preparing for standard deployment.
  3. Part 3 Installing and Configuring an Initial Instance - demonstrates installing and configuring an initial instance.
  4. Part 4 Scaling Out and Installing EPM System Clients - demonstrates scaling EPM System components and installing EPM System client software.

In addition to accessing videos from our YouTube channel, you can also access our videos from these Oracle Learning Libraries (OLL):

Friday Aug 01, 2014

Rules of the Road for Enterprise Data Discovery

The challenge many companies face today is that insights remain elusive, even though data and the tools to handle it have proliferated. In response, as discussed in the Gartner, Magic Quadrant for Business Intelligence and Analytics Platforms (Publication: February 2014), data discovery capabilities are dominating new purchasing requirements, even for larger deployments, as alternatives to traditional BI tools. But "governed data discovery" - the ability to meet the dual demands of enterprise IT and business users – “remains a challenge unmet by any one vendor” {as seen at the time of the report}.

Some customers have been tempted to go with more departmental solutions (as opposed to a more “Enterprise-class” product) to meet business demands for greater self-service analytics, but are often still frustrated by continuing needs to get access to the right data sources: ultimately finding they have selected a limited product solution which does not deliver on the promised business value.

However, partners familiar with Endeca Information Discovery, especially with version 3.1+, will appreciate that its integration to OBI Foundation, coupled with ease of use and the ability to mash-up disparate data and text sources, give Oracle a pretty good response to this client need for governed enterprise data discovery.

To help you navigate this discussion with your key clients, can I suggest you use this white paper (@ The 5 Rules of the Road for Enterprise Data Discovery) to help clarify the agenda, and to help you to guide them towards a sound strategy which will deliver to them real value.

We do not see this as diminishing the need for a solid BI foundation: indeed this is the pre-requisite for sound data discovery. Enterprise data discovery is a natural complement to existing business intelligence practices and platforms, offering analytic agility without compromising quality. Our suggested rules are:

Monday Jul 21, 2014

Automated OBI Testing Improves Client Satisfaction

A challenge for BI partners and their clients stems from normal business change over time.  BI requirements are continually flexing to maintain relevance with changing business conditions, and so data models that support BI undergo continual revisions as the systems that create and modify data are upgraded and customised.

These revisions can sometimes “break” existing reports and dashboards, and so you need to check that these are all still working after any changes.  Oracle partner Acrotrend (www.acrotrend.com) has developed a utility “Xpress Validator” which automates this scanning, and helps you to foresee and fix disruptions to OBI before production roll-outs and thus enhances the user experience, without the need for a lot of costly, time-consuming manual testing.

For an Oracle Partner this means more cost effective delivery, improved margins, and improved client satisfaction.  Xpress Validator can be licensed from Acrotrend for use at your clients: for more information, please contact michelle.pallis@acrotrend.com, and you can register here for a webinar and demo onWednesday 6th August at 13.00 UK time / 14.00 CET.

See here for:

· Information on Xpress Validator for OBIEE

· When a great BI infrastructure becomes a victim of its own success…

· Register here for webinar and demo

Tuesday Jul 15, 2014

BI&EPM in Focus July 2014

  • Five Reasons Why CEOs Should Love the Cloud by Mark Hurd (link)
  • Oracle OpenWorld 2014 Session Abstracts Now Available ( Business Analytics | EPM )
  • Oracle University curriculum of Business Analytics training (link)
  • Support Blog: My Oracle Support Community - Subspaces (link)
  • C-Central, Information for Executives (link)
  • Everything Analytics in Social Media Weekly Roundup (link)

Customers

  • Edgewater Ranzal Completes Internal Implementation of Oracle Planning and Budgeting Cloud Service (link)
  • The New School Gains Cost-of-Education Modelling and Ensures Educational-Program Effectiveness by Using Performance Management Technology (link)
  • The Ledcor Group of Companies Consolidates Systems for Eight Diverse Construction Businesses and Provides 24/7 Access for Efficiency and Collaboration (link)
  • Deutsche Telekom Experiences Tremendous Speed Improvement in Generating Critical Business Intelligence Reports with Engineered Systems (link)
  • Dialog Axiata Slashes Reporting Time—Delivers Daily Rather Than Monthly Reports for Faster Decision-Making (link)
  • Tervita Consolidates Nine Legacy Systems—Supports Continued Growth with Flexible, Scalable Enterprise Resource Planning Solution (link)
  • Drake & Scull Triples Transaction Speed, Cuts Procurement Time from 45 to 5 Days, and Shortens Payroll from Six Days to One Hour (link)
  • Indaver’s Customer-Care Portal Gives Industrial Customers Visibility into Costs and Benefits of Waste-Management Efforts (link)

Enterprise Performance Management

  • Oracle EPM Goes Mobile (link)
  • Solution Brief: Profit Improvement in Retail: Increase the bottom line with the Profit-Focused Enterprise Framework TM (link)
  • Partner Blog: Understanding the Value of Care – It’s Not a Guessing Game (link)
  • Blog: Bring Efficiency and Sanity Back to the Operational Transfer Pricing Process (link)
  • Blog:Highly Visible Cost Allocations at a Global, Multi-Disciplined Bank (link)
  • Support Blogs:
    • RDA 8.04 has been Released (link)
    • Recording of Advisor Webcast: Monitoring the Planning JVM in EPM system (link)
    • Hyperion Performance Scorecard - Statement of Direction (link)
    • Ask Maurice – Hyperion Diagnostics (link)
    • EPM Patch Set Updates – June 2014 (link)

Business Intelligence

Try It Live Oracle BI Demonstration SampleApp V406

Further to the previous Blog post Oracle BI Demonstration with BIMAD2 SampleApp V406 on OTN which provides information for downloading the Sample App, you can now access this software hosted on an Oracle server via the "TRY IT LIVE" option.

This is a great resource if you just need quick and easy access across the internet to OBI11g and all the great examples in the SampleApp.

To access the OBIEE Sample App V406, visit Oracle Technology Network (OTN) @ OBIEE Samples and select the "Try It Live" icon.... then enter the User ID and Password as detailed on the OBI log-In screen. Note that the SampleApp contents, its code and the Try It Live are distributed free for demonstration purposes only: it is neither maintained nor supported by Oracle as a licensed product or service.

Monday Jul 14, 2014

Managing Hierarchies in Financial Applications with DRM

Hierarchies and related links are fundamental to using financial, and indeed many other applications, for example:

  • When a new Chart of accounts is designed, linking an account to its parent is key for future aggregation of data.
  • When legal entities have to be sorted, hierarchies can be built according to dimensions such as geography or organizations.
  • In a General Ledger, every accounting flexible field is a potential analytical dimension.
  • Respecting relationships is also very important when reorganizing sales territories taking into account geography dimension, human resources, client or product information.

That’s why partners have a great opportunity to help their clients to better manage these hierarchies and relationships which are often used in EPM (Enterprise performance management) and Business intelligence. Financial Applications share entire or partial hierarchies with different levels of detail, different points of view. So, “Financial MDM” helps companies to be more efficient because hierarchies and their relationships are managed in a single place. Every modification impacts all applications at the same time. This increases consistency and data quality among all hierarchies.

Financial MDM has got the same DNA as other MDM domains and is a key tool to help partners implement new systems, upgrades and migrations for their clients because it accelerates deployment based on these coordinated and validated hierarchies. Financial MDM manages specific types of master data, such as:

  • Charts of accounts: consolidated, corporate or local. They can be different depending on application type. For instance, granularity is not the same for actual accounting or forecasting. They can be designed to meet different regulatory requirements: local, IFRS, GRI sustainability reporting or Solvency II in the insurance industry
  • Legal entities including different dimensions: geography, activities
  • Organizational dimensions : departments, business units, cost and profit centers
  • Analysis dimensions: using general ledger accounting flexible fields such as sales channels or projects
  • Reference data: time, currencies, taxes.

Financial master data needs to be quickly and easily adapted to business changes at the fast pace of business. Financial MDM is essential not only for minor modifications in day to day business, when creating a new cost centre or modifying an existing attribute for a legal entity, but also when making major changes such as mergers, acquisitions, reorganizations or regulatory changes.

Flexibility is the key to allow business users to easily make their own updates, plus these changes have to be part of a data governance process. A workflow is required to define roles and responsibilities.

Five reasons to invest in a Financial MDM

  1. Empower financial business users
  2. Ensure consistency in business hierarchies and related links
  3. Link local needs to corporate standards and consolidate all lines of business
  4. Accelerate Mergers & Acquisitions
  5. Analyze your master data across heterogeneous environments

See more at:

Wednesday Jul 09, 2014

FY15 BI Modernisation Sales Campaign

Oracle partners have a great opportunity to help their customers to modernise their reporting systems. We propose you work with your clients and engage to help them on this journey to migrate or re-implement their analytic reporting and dashboard needs using our modern strategic BI Foundation Suite tools such as OBI, Essbase, BI-Publisher, Mobile-BI and Scorecards.

Some customers still use older Oracle reporting software tools, such as Discoverer, Oracle-Reports, and Hyperion-Interactive-Reporting (as was BRIO), as well as legacy products from other suppliers. These customers are missing out on the value of the Oracle R&D investment of recent years in Oracle’s strategic BI products. Also, with the rise of Big Data, In-memory Analytics, Cloud and Mobile, the world has changed since customers purchased these older solutions: they need a modern BI technology that can help them meet the challenges of this new world.

If customers retire the older systems, then they can save on higher administration and maintenance costs and support fees, which can be invested in a modern solution delivering much more value to the business.

Tools and Resources for Partners

See on Oracle.com the materials for Better Decisions and Better Productivity.

Being more specific, you can download a guide on why and how to Migrate Reports to BI Publisher, and here is a 3-minute video-demo on the advantages of BIP.

The following conversion tools are available:

  • Oracle Report to BI Publisher Conversion Assistant
  • Actuate Report to BI Publisher Conversion Assistant
  • And the following white paper describes a step by step approach on how to convert a Crystal Report to BIP

Please find the documentation on downloading and using the above tools @ the BI Publisher OTN page.

For the full Oracle BI Foundation Suite, you can download this excellent in-depth Technical White Paper.

You might like to see, as an example, how Oracle Consulting positions its services at:

You might also like to check our current Oracle Lifetime Support Policies, and specifically the Lifetime Support Policy: Oracle Fusion Middleware Products (PDF).

For some specific areas of modernisation see for example these short explanations @

Wednesday Jul 02, 2014

What If You Could Use SQL For All Your Big Data?

See a short introduction to this on YouTube @ link, and then view the discussion and product launch of “Oracle Big Data SQL” from the 12 minute webcast-replay (originally 15th July 2014).

Then read more about Oracle Big Data SQL, which can now:

  • Provides a single, optimized SQL query for distributed data
  • Supports multiple data sources, including Hadoop, NoSQL and Oracle Database
  • Includes automatic, extensible Oracle Database external table generation
  • Provides Smart Scan on Hadoop to minimize data movement and maximize performance
  • Ensures advanced security for Hadoop and NoSQL data

Benefits

  1. Use the SQL skills you already have to query any data source
  2. Access Hadoop and NoSQL using existing applications with SQL
  3. Extend Oracle Database security to Hadoop and NoSQL

Goto @ www.oracle.com/goto/bigdatasql

Tuesday Jul 01, 2014

ODI12c ETL on Hadoop and Oracle Big Data Appliance

One of the best reasons to start using Hadoop, is to off-load ETL processing away from a potentially higher cost “Data Warehouse staging system” and deploy it onto a platform with a better performance-to-cost ratio for this ETL load.

If you do this, you will likely still want high productivity ETL tools such as Oracle Data Integrator (ODI12c), and if you are handling large volumes of data in a limited batch window, you need fast processing and most importantly high speed loading into the Data Warehouse.

ODI12c on Hadoop gives you this, when combined with the Oracle Big Data Connectors. This works especially well on our engineered systems (Big Data Appliance to Exadata), but is still also the best solution for any ETL work from Hadoop to an Oracle database, even on so called “commodity hardware”.

Mark installed all the software elements directly, but if you need to get going quickly, you may be able to use our downloadable VM ( Demonstration VM “BigDataLite 2.4.1” Available on OTN ... although this is now updated to version 3.0) which works on non-BDA hardware.

Oracle Endeca Information Discovery Learning Library

Back in May 2014 I introduced you to how to Get Started and Learn More about Endeca Information Discovery 3.1. We have created a learning library page dedicated to Endeca Information Discovery training assets on the Oracle Learning Library @: A portal of training offerings for Endeca v3.1.

We have continued to add to this, as more content is developed, and some more titles you may like to learn about include:

Title

Release Date

Duration

Configuring Studio to Use a Production Quality Database

This helps you to store Endeca Studio metadata such as configurations, user permissions and system settings in a “production database”, such as my.sql or an Oracle db.

17-Jun-14

20 mins

Choosing Text Enrichment Options in Integrator ETL

24-Apr-14

5 mins

Displaying and refining by date/time subsets in Studio

10-Apr-14

6 mins

Creating a Studio chart using data from multiple views

27-Feb-14

9 mins

Introduction to 'Create your own Discovery Application using Endeca Information Discovery' course

28-Feb-14

3 mins

Friday Jun 20, 2014

Oracle BI Mobile App Designer v2 is Now Available

Oracle BI Mobile App Designer (BIMAD) v2 is a major release that incorporates significant new capabilities, including new map visualization and better navigation and contextual awareness:

· New Map Visualization

It is designed from the ground up for business users to easily visualize their data with Maps and to interact on mobile devices to zoom, filter, and drill down.

· New Custom Map

On top of the pre-seeded map types for countries, states, & counties, etc, it allows customers to add their own regions and maps by simply uploading their own geoJSON files for polygon boundaries. Flexible custom keyword matching is also included as well as support for native interaction and filtering.

· Completely Redesigned Authoring UI

Redesigned, modern and easy to use property pane, simplified toolbar, consistency across various components and support for multiple component selection to set and update configuration all at once.

· Application Level Calculated Fields and Filters

Filters and Calculated Fields can now be created and managed centrally at App level. Users can drag and drop to assign Calculated Fields to any component and assign Filers from the newly re-designed Property.

And much more....

For more information:

Oracle BI Demonstration with BIMAD2 SampleApp V406 on OTN

The latest new version “SampleApp” V406 BI VM is now available for download by partners from OTN here. This includes a wealth of examples and how-to demonstrations, as well as examples for the new BI Mobile Application Designer V2.

This server image is based on the standard OBIEE 11.1.1.7.1 install within a VirtualBox image and will run on a 64 bit pc/laptop with => 8Gb Ram, and ~ 90 Gb disk. There is also an optional download for users who require a full standalone EPM and BI-Apps deployment.

The SampleApp V406 R2 image includes following preconfigured and integrated software:

· Oracle Enterprise Linux 6.5 x64

· Oracle Business Intelligence EE 11.1.1.7.1401527

· Mobile Application Designer V2

· Essbase Server 11.1.2.3, Essbase Studio,FR

· Sample Application Content

· Oracle Endeca Information Discovery 3.1

· Endeca Server 7.6.1,Studio 3.1

· Oracle MapViewer Version 11g ps6 (11.1.1.7.2)

· Oracle Database 12c 12.1.0.1.0

· R 3.0 & ORE 1.4

· Oracle APEX 4.2.0.0.27, Listener 2.0.1

· SQL Developer 4.0.2

· TimesTen 11.2.2.6

· Standalone EPM 11.1.2.3 Suite (plug and play add-on)

· BIApps 11g (plug and play add-on)

Thursday Jun 12, 2014

Oracle Database In-Memory

Larry Ellison unveiled the next major milestone in database technology, Oracle Database In-Memory, on June 10, 2014.

Oracle Database In-Memory will be generally available in July 2014 and can be used with all hardware platforms on which Oracle Database 12c is supported.

  • This option will accelerate database performance by orders of magnitude for analytics, data warehousing, and reporting while also speeding up online transaction processing (OLTP).
  • It allows any existing Oracle Database-compatible application to automatically and transparently take advantage of columnar in-memory processing, without additional programming or application changes.

Benefits

  • Fast ad-hoc analytics without the need to pre-create indexes
  • Completely transparent to existing applications
  • Faster mixed workload OLTP
  • No database size limit
  • Industrial strength availability and security
  • Robustness and maturity of Oracle Database 12c

To find out more see

 ... and I will let you know how this unfolds in regards to advantages for OBI11g and Exalytics and Big Data over the coming months.

Thursday Jun 05, 2014

BI&EPM in Focus June 2014

Applications Webcast Centre – A Library of Discussion and Research for Best Practice:

Customers

  • Josephine Niemiec from ADP talks about Oracle Hyperion Workforce Planning at Collaborate 2014 (link) Video
  • Chris Nelms from Ameren talks about Oracle BI Spend and Procurement Analytics at Collaborate 2014 (link) Video
  • Leggett & Platt Leverages Oracle Hyperion EPM and Demantra (link) Video
  • Pella Corporation Accelerates Close Cycle by Cutting Time for Financial Consolidation from Three Days to Less Than One Day (link)
  • Secretaría General de Administración de Justicia en España Enhances Citizen Services with Near-Real-Time Business Intelligence Gleaned from 500 Databases  (link)
  • Bellco Credit Union Speeds Budget Development by 30%—Gains Insight into Specific Branch and Financial Product Profitability  (link)  Video
  • QDQ media Speeds up Financial Reporting by 24x, Gains Business Agility, and Integrates Seamlessly into Corporate Accounting System  (link)
  • Westfield Group Maximizes Shopping Mall Revenue, Shortens Year-End Financial Consolidation by 75%  (link
  • IL&FS Transportation Networks Shortens Financial Consolidation and Reporting Cycle by Eight Days, Gains In-Depth Insight into Business Performance   (link)
  • Angel Trains Optimizes Rail Operations for Purchasing, Sourcing, and Project Management to Meet Challenges of Evolving Rail Industry  (link)
Enterprise Performance Management
  • June 11, at Oracle Utrecht, NL: Morning session: Explore Planning and Budgeting in the Cloud (link)
  • June 12, London: PureApps Presents: Best Practice Financial Consolidation and Reporting Workshop (link)
  • July 3, Koln: Oracle Hyperion Business Analytics Roundtable (link)
  • Blog: What's Your Tax Strategy? Automate the Operational Transfer Pricing Process (link)
  • YouTube Video: Automate Tax Reporting with Oracle Hyperion Tax Provision (link)
  • YouTube Video: Introducing Oracle Hyperion Planning’s Tablet Optimized Interface (link)
  • OracleEPMWebcasts @ YouTube (link)
  • Partner webcasts:
  • Wednesday, 4 June, 5.00 GMT - Case Study:  Lessons Learned from Edgewater Ranzal's Internal Implementation of Oracle Planning & Budgeting Cloud Service (PBCS) - Learn more and register here!
  • Thursday, 5 June, 4.00 GMT - Achieving Accountable Care Using Oracle Technology - Learn more and register here!
  • Tuesday, 17 June, 4.00 GMT - Optimizing Performance for Oracle EPM Systems - Learn more and register here!
  • Oracle University Blog: The Coolest Features Available with Oracle Hyperion 11.1.2.3 – Training from OU to help you to best use them (link)
  • Support:
    • Proactive Support: EPM Hyperion Planning 11.1.2.3.500 Using RMI Service [Blog]
    • Proactive Support: Planning and Budgeting Cloud Service Videos (link)
    • Planning and Budgeting Cloud Service (PBCS) 11.1.2.3.410 Patch Bundle [Doc ID 1670981.1]
    • Hyperion Analytic Provider Services 11.1.2.2.106 Patch Set Update [Doc ID 1667350.1]
    • Hyperion Essbase 11.1.2.2.106 Patch Set Update [Doc ID 1667346.1]
    • Hyperion Essbase Administration Services 11.1.2.2.106 Patch Set Update [Doc ID 1667348.1]
    • Hyperion Essbase Studio 11.1.2.2.106 Patch Set Update [Doc ID 1667329.1]
    • Hyperion Smart View 11.1.2.5.210 Patch Set Update [Doc ID 1669427.1]
    • Using HPCM, HSF or DRM Communities (link)

Business Intelligence

  • June 12, Birmingham, UK: Oracle Big Data at Work - Use Cases and Architecture (link)
  • June 17, London: Oracle at Cloud & Big Data World Forums (link)
  • June 17, Partner Webcast: Transform your Planning Capabilities with Peloton's CloudAccelerator for Oracle PBCS (link)
  • June 19, London: Oracle at the Whitehall Media Big Data Analytics Conference and Exhibition (link)
  • June 19, London: Partner Event - Agile BI Conference by Peak Indicators [link]
  • June 25, Munich: Oracle Special Day auf der TDWI 2014 Konferenz (link)
  • July 15, London: Oracle Endeca Information Discovery Workshop (link)
  • July 16, London: BI Applications Workshop – Financial Analytics & Procurement Analytics (link)
  • July 17, London: BI Applications Workshop – HR Analytics (link)
  • Milan, Italy: L’Osservatorio Big Data Analytics & Business Intelligence with Politecnico di Milano (link)
  • OBIA 11.1.1.8.1 - Now Available [Blog]
  • What’s New in OBIA 11.1.1.8.1 [Blog]
  • BI Blog: A closer look at Oracle BI Applications 11.1.1.8.1 release (link)
  • Press Release: BI Applications Deliver Greater Insight into Talent and Procurement (link)
  • Support Blog: OBIA 11.1.1.8.1 Upgrade Guide & Documentation (link)
  • YouTube Video: Glenn Hoormann of Ludus talks to us about Oracle Business Intelligence and ERP at Collaborate 2014 (Link)
  • YouTube Video: Performance Architects talks about key BI and Mobile trends, including Endeca at Collaborate 2014 (link)
  • Big Data Blog: 3 Keys for Using Big Data Effectively for Enhanced Customer Experience (link)
  • Big Data Lite Demo VM 3.0 Now Available on OTN
  • BI Blog: Data Relationship Governance - Workflow in a Bottle (link)
  • MDM Blog: Register for Product Data Management Weekly Cloudcasts (link)
  • MDM Blog: Improve your Customer Experience with High Quality Information (link)
  • MDM Blog: Big Data Challenges & Considerations (link)
  • Oracle University: Oracle BI Applications 11g: Implementation using ODI (link)
  • Proactive Support: Monthly Index [Blog]
  • My Oracle Support: Partner Accreditation for Business Analytics Support [Blog]
  • OBIEE 11g Test-to-Production (T2P) / Clone Procedures Guide [Blog]

Wednesday Jun 04, 2014

PBCS Hyperion Planning in the Cloud Implementation Workshop

Oracle Planning and Budgeting Cloud Service (PBCS) opens up opportunities for organizations of all sizes to streamline planning and forecasting, accelerate deployment, and reduce costs.

This one-day in-person workshop is delivered by Oracle Development (free to OPN member partners), and will cover the handoff from selling-to-implementing of PBCS. Although the basic building blocks are the same as with on-premises Planning, there is a paradigm shift when it comes to selling and implementing a Cloud Service solution. The value proposition behind Oracle Planning and Budgeting Cloud Service is all about the deployment model, how it’s sold and how it gets implemented – simplicity, fast adoption and flexible deployment, without sacrificing first-class functionality.

To be successful, the entire cycle from sales to implementation should consistently support this value proposition to your clients. This training event is for OPN member partners whose business roles involve presales, implementation consulting, and support. This workshop briefly reviews the sales approach, as background, with emphasis on partner sales support. The main objective is to learn what is needed to successfully implement Oracle Planning and Budgeting Cloud Service once the sales hand off is made – how to leverage your current Hyperion Planning knowledge and use the features designed specifically to build out a Cloud Service solution.

This Workshop is being offered at three locations for partners from all countries in EMEA:

  • June 24, 2014: Kista, Sweden
  • June 26, 2014: Reading, United Kingdom
  • June 29-30, 2014 (split days): Dubaï, United Arab Emirates

To get more information, to check pre-requisites, and to register, click here.

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