1. Business Intelligence and
analytics using Oracle BI
Academic Seminar 7th semester B.Tech Computer Science & Eng.
School of Engineering CUSAT.
Guided By: Dr. Sudheep Elayidom
Division of computer science
School of Engineering CUSAT.
2. Vision: Business Intelligence
Improving organizations
by providing business
insights to all employees
leading to better, faster,
more relevant decisions
Advanced Analytics
Self Service Reporting
End-User Analysis
Business Performance Management
Operational Applications
Embedded Analytics
3. Characteristics & Applications of BI
Characteristics
Single point of access to information
Timely answers to Business questions
Using BI in all Departments of an organization
Applications
changing trends in market share
changes in customer behavior and spending
patterns
customers' preferences
company capabilities
market conditions
Data
Information
Knowledge
Plans, Strategy, Decisions
4. Significance: BI
Companies need to have accurate, up-to-date information on customer
preferences , markets and also all and everything what possible So that company
can quickly adapt to their changing demands.
BI applications can also help managers to be better informed about actions that
a company’s competitors are taking
It help analysts and managers to determine which adjustments are mostly likely to
respond to changing trends .
It can help companies develop a more consistent ,data-based decision , which can
produce better results than making business decisions by “guesswork”
5. Flow Diagram: Simplified BI System
BI DATABASE ANALYSIS
Request for suggestions
Send query
Retrieve data
Send data for analysing
Retrieve solutions
Suggestions
BI User
6. Questions :BI is Designed to Answer
A BI solution, with the right data and features,
should be able to take operational data and
enable users to answer specific questions such as:
Sales and marketing
Which customers should target?
What has caused the change in pipeline?
Which are most profitable campaigns per region?
Did store sales spike when advertised in the local
paper or launched an email campaign?
What is the most profitable source of sales leads and
how has that changed over time?
7. Operational
Which vendors are best at delivering on time and on budget?
How many additional personnel need to add per store during the holidays?
Which order processing processes are most inefficient?
Financial
What is the fully loaded cost of new products?
What is the expected annual profit/loss based on current marketing and sales forecasts?
How are forecasts trending against the annual plan?
What are the current trends in cash flow, accounts payable and accounts receivable and
how do they compare with plan?
Overall business performance
What are the most important risk factors impacting the company’s ability to meet annual
profit goals?
Should we expand internationally and, if so, which geographic areas should we first
target?
8. Users: Business Intelligence
Executives : Information is summarized and has been defined for them. Users have the ability
to view static information online and/or print to a local printer.
Casual Users
Casual users require the next level of detail from the information that is provided to viewers.
In addition to the privileges of a viewer, casual users have the ability to refresh report
information and the ability to enter desired information parameters for the purposes of
performing high-level research and analysis.
Functional Users
Functional users need to perform detailed research and analysis, which requires access to
transactional data. In addition to the privileges of a casual user, functional users have the
ability to develop their own ad hoc queries and perform OLAP analysis.
Super Users
Super users have a strong understanding of both the business and technology to access and
analyze transactional data. They have full privileges to explore and analyze the data with the
BI applications available to them.
9. Stages of Business Intelligence
BI involves five stages of taking raw data and presenting it as relevant actionable
insight to users.
10. Five Stages: Business Intelligence
1.The Data: defining which data will be loaded into the system and analyzed.
Where all information is stored
Technology dependent
MSSQL, MYSQL, Oracle, Red Brick, DB2
Often an OLAP type data source
Many rows of often summarized data
Utilize database queries to retrieve data from the source.
SQL – MSSQL and MYSQL
PL/SQL – Oracle
11. OLTP
Online Transaction processing
Typically not reporting database.
Processes transactions fast for application
Example
Retail Purchase or Sales system
Web Site
Online Transaction Processing has two key benefits:
Simplicity
efficiency
OLAP
Online Analytical Processing
Used for reporting
May form base of data warehouse or BI tools
Not used for transaction processing.
Databases configured for OLAP use a multidimensional data model, allowing for complex
analytical and ad-hoc queries with a rapid execution time
12. 2.The ETL (Extract, Transform, and Load) Engine: moving the source data to the Data Warehouse.
This can be a complex step involving modifications and calculations on the data itself.
If this step doesn’t work properly, the BI solution simply cannot be effective.
3.Data Warehousing:
connects electronic data from different operational systems so that the data can be queried and analyzed
over time for business decision making.
A data warehouse is an analytically oriented, integrated, time-variant, and nonvolatile collection of data that
supports decision making processes
Large databases that aggregate data collected from multiple sources
4.Analytic Engine:
analyzes multidimensional data sets found in a data warehouse to identify trends, outliers, and patterns.
Data Mining
is the process of extracting patterns from data. Data mining is becoming an increasingly important tool to transform this
data into information. It is commonly used in a wide range of profiling practices, such as marketing, surveillance, fraud
detection and scientific discovery.
Data mining can be used to uncover patterns in data but is often carried out only on samples of data. The mining process
will be ineffective if the samples are not a good representation of the larger body of data.
Data mining cannot discover patterns that may be present in the larger body of data if those patterns are not present in
the sample being "mined.
13. 5.Presentation Layer:
the dashboards, reports and alerts that present findings from the analysis.
Typically Technology Agnostic
The presentation layer is for the user.
It does not care
How?
When ?
Where?
Why?
the user accesses the Information just that it is available.
14. 5.Presentation Layer:
Interactive Dashboards:
A dashboard is a set of high-level reports on key metrics, typically for managers.
There may be multiple reports on a single dashboard, much the same way that a car’s
dashboard has multiple gauges and displays on it.
With a dashboard, users can gain an at-a-glance understanding of key trends and metrics.
Dashboards can be customizable to work for anyone in an organization, from a sales rep or
frontline operations manager to a middle manager or senior executive.
An “interactive” dashboard allows users to take those dashboard reports and filter information
to more deeply analyze trends and results, or to “drill down” into deeper and more detailed
analysis of the data.
That is, by clicking on the particular reports or results, they can explore more detailed
information to find root causes of results.
Customizable Reports:
which can present high-level findings as well as enable a user to drill down to find specific
details. Most BI systems either come with report templates and/or provide the capability to
create and customize reports.
Alerts:
notifying users to changes selected as key to meeting user goals. Alerts can be set to warn
users on an imminent event, changes to data, or that new data needs to be entered into the
system.
15. Modules: BI
Dashboard
BI dashboards can provide a customized snapshot of daily operations, and assist the user
in identifying problems and the source of those problems, as well as providing valuable,
up-to-date information about financial results, sales and other critical information – all in
one place
Key Performance Indicators
BI provides simplified KPI management and tracking with powerful features, formulae
and expressions, and flexible frequency, and threshold levels. This module enables clear,
concise definition and tracking of performance indicators for a period, and measures
performance as compared to a previous period. Intuitive, color highlighters ensure that
users can see these indicators in a clear manner and accurately present information to
management and team members. Users can further analyze performance with easy-to-
use features like drill down, drill through, slice and dice and graphical data mining
16. Graphical OLAP
Graphical Business Intelligence (BI) OLAP technology makes it easy for users to find,
filter and analyze data, going beyond numbers, and allowing users to visualize the
information with eye-catching, stunning displays, and valuable indicators and gauges,
charts, and a variety of graph types from which to choose
Forecasting and predictive Analysis
Our predictive analysis uses historical product, sales, pricing, financial, budget and other
data, and forecasts the measures with numerous time series options, e.g., year, quarter,
month, week, day, hour or even second to improve your planning process
Reports
BI Reports delivers web-based BI reports to anyone (or everyone) in the organization
within minutes! The BI suite is simple to use, practical to implement and affordable for
every organization. With our BI reporting and performance reporting module, you just
point-and-click and drag-and-drop and you can instantly create a report to summarize
your performance metrics, or operational data
17. Present Experts In BI
Microstrategy --Founded in 1989 --Location: USA
Cognos --Founded in 1969--Location: Canada
Oracle – OBIEE
Microsoft SQL BI Suite
SAP – Business Objects
Pentaho – Open Source Alternative
18. 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).
Oracle BI Server and Oracle Essbase are the two main server components included in
Oracle Business Intelligence Foundation Suite.
Overview :Foundation Suite
19. Overview: Foundation Suite
Server Side
Oracle BI Server: A highly scalable, highly efficient query and analysis server that integrates data via sophisticated query
federation capabilities from multiple relational, unstructured, OLAP, and pre-packaged application sources, whether Oracle
or non-Oracle.
Common Enterprise Information Model: The semantic model of OBIEE. It is accessed via an open API, making it available to
any Oracle or non-Oracle delivery channel, thus providing a common version of the truth for all Business Intelligence users
and applications.
Oracle Essbase: The industry-leading multi-dimensional online analytical processing(OLAP) server, providing a rich
environment for effectively developing custom analytic and enterprise performance management applications.
Oracle Essbase Analytics Link: Enables the delivery of effective management and financial analytic reporting to a broad user
community by facilitating the real-time or on-demand transfer of financial information from Oracle Hyperion Financial
Management to Oracle Essbase.
End User Components
Ad hoc Query and Reporting: A powerful ad-hoc query and analysis environment that works against a logical view of
information from multiple data sources in a pure Web environment. This single interface is designed to seamlessly handle
both relational and OLAP style analysis.
Interactive Dashboards: Rich, interactive pure Web dashboards that display personalized information to help guide users in
effective decision making.
Scorecard and Strategy Management: Extends Oracle BI Enterprise Edition (OBIEE) with capabilities that enable strategic
goals and key performance indicators to be communicated across the organization and monitoring progress over time.
Oracle Scorecard and Strategy Management includes visualizations that graphically communicate strategy & strategic
dynamics using Strategy maps, Cause and Effect diagrams, and Custom views.
20. Oracle BI Publisher: Is Oracle’s enterprise reporting server for generating and delivering pixel-perfect
reports and documents. Extremely efficient and highly scalable, BI Publisher can generate tens of thousands
of documents per hour with minimal impact to transactional systems. Documents can be delivered to a
wide range of destinations, such as printers, email, and document repositories. Oracle BI Publisher offers a
rich set of Java APIs and Web Services for building custom applications leveraging existing data sources and
infrastructure.
Actionable Intelligence: Consists of an Action Framework that provides the ability to invoke a workflow, web
services, web content, additional BI content, java method, and other custom procedures from any delivery
channel and an alerting engine that captures and distributes notifications via multiple channels in response
to pre-defined business events and/or data exceptions to speed exception based decision making.
BI Search: The following search options are available:
Secure Enterprise Search (SES): Ability to search existing content based on full indexing of Dashboards, Analyses,
Views, Prompts, KPIs, Scorecards, Publisher Reports, Agents, Actions, Catalog, and Folders. Ability to drill into BI with
context; index metadata & prompts.
Faceted Search: Enables cutting-edge faceted information exploration and allows a context-based starting point for
analysis by passing search context to open objects pre-filtered to matching keywords.
Oracle BI Mobile HD: Available as a downloadable application from the Apple Apps store, Oracle Business
Intelligence Mobile optimizes the presentation of the BI content for mobile devices. Users can analyze and
act on Oracle Business Intelligence 11g content on supported mobile devices such as the Apple iPhone and
Apple iPad. It provides the full spectrum of BI functionality on a mobile device, including notifications and
alerts, reporting, ad hoc query, OLAP analysis, dashboards and scorecards.
21. BI on the go: Consists of capabilities to provide Business Intelligence content when the user is not directly
connected to the enterprise network. Includes Briefing Books —reports that capture a series of snapshots
of an Oracle BI Dashboard or report allowing the information to be viewed offline in presentation style;
rich integration with Microsoft Office allowing for interaction with BI content and access to pre-built
analysis and mobile from Microsoft Office products.
Systems Management Components
Oracle Enterprise Manager Integration: Providing centralized, comprehensive web based management of
small to enterprise level systems. This enables an Oracle BI system administrator to manage a multi server
enterprise system from a single interface.
BI server Functional Components
The Oracle BI Server exposes its services
through standard ODBC and JDBC-compliant
interfaces.
Clients of the Oracle BI Server see a logical
schema view independent of the source
physical database schemas.
Oracle BI Server clients submit “Logical” SQL,
which gets translated by the server to native,
source-specific data source query languages
like SQL and MDX.
Intermediate processing to calculate complex
business metrics and integrate multiple data
sources occurs within the Oracle BI Server
Execution Engine.
The Oracle BI Server infrastructure includes
facilities such as session and query
management, cancellation, statistics logging,
monitoring, and other server administration
functions.
22. Capabilities: BI Server
Primary Capability
Compile incoming query requests into executable code.
Parsing
logical request generation
Rewrites/Optimization
code generation
execute the code
Parallel Execution Engine
Parallel Query Execution: Oracle BI Server allows multiple queries to be submitted and executed in parallel, perhaps on different machines. Any
cancellations would also be done in parallel.
Sort Optimizations: If sorts are required tht cannot be pushed to the databases, Oracle BI Server can execute sorts in parallel, and ensures that no
rows are lost between the two queries.
Merge: Oracle BI Server has sophisticated join facilities to merge two or more result sets from several parallel queries.
BI DB :Gateways
RDBMS(Oracle Database, Oracle Exadata Database Machine, Microsoft SQL Server….)
OLAP Sources(Oracle Essbase, Hyperion Financial Management, Oracle OLAP, Oracle Operational Planning (IOP), Oracle RPAS,
XML Data Sources including access to other types of data servers (e.g., other non-relational
servers), Microsoft Excel spreadsheets, and Web ServicesMicrosoft Analysis Services Cubes, and SAP BW Infocubes.)
Hadoop sources through the Hive interface
24. Screenshots: Oracle BI Foundation Suite
Creating DB Steps
Click the Administration link.
Click JDBC Connection, and then click
Add Data Source.
Enter a Name for the data source, and
then select the database type (Oracle
11g).
Enter the Connection String in the
format shown, and then enter the
Username and Password.
Click Test Connection, and then click
Apply.
25. Screen: Creating Data Model
1. From the New menu, select Data Model.
2. Click New Data Set.
3. From the New Data Set menu, select SQL Query.
4. Enter the Name of the data set.
5. Select the Default Data Source.
6. Click Query Builder.
7. Select the tables and columns to include, optionally
create joins, and add
conditions.
8. Click Save.
9. (Optional) Add Parameters, and associate each
parameter with a List of
Values.
10. Click the Structure tab to edit the Display Names of
data elements.
11. Click the Data tab, and then click View to generate
sample data.
12. Select Save As Sample Data, and then click OK.
13. Save the data model.
Steps
26. Screen: Reports & Layouts
1. From the New menu, select Report.
2. Choose a data model, spreadsheet, or
subject area, and then click Next.
3. Select the page options and layout, and
then click Next.
4. Add Data Source elements to the report
components (for example, charts, data
tables, pivot tables) to create the layout, and
then click Next.
5. Select one of the following options:
• • Select View Report to view and run the
report.
• • Select Customize Report Layout to
customize the report in the Layout Editor.
27. 6. Click Finish.
7. Select the report folder, enter the
report name, and then click Save.
8. If you selected to customize the report
in the Report Layout Editor, use the
ribbon toolbar or the Properties pane to
control the look and feel of the layout
components.
9. (Optional) Preview in different formats
as you build the layout.
10. Save the layout.
11. Click Return.
12. (Optional) Customize Parameters,
Properties, and Layout Properties.
28. Screen: Viewing Reports
1. From the Home page, click
Catalog.
2. Navigate the catalog folders to
locate the report.
3. Click Open. The report displays the
default layout and format.
4. Click other tabs to view other
layouts of the same data.
5. To view other output types, click
View Report, and then select the
format type from the list.
29. Screen: Viewing Scheduled Jobs
1. From the Open menu, select
Report Job History.
2. By default, all the report jobs that
you submitted for the past
week are displayed.
3. (Optional) Use the filter criteria to
search for the report job.
4. Click the Report Job Name to view
the job information.
5. Click the Output Name to view the
completed report.
30. Screen: Scheduling Report Jobs
1. From the New menu, select Report Job.
2. Click Search to select the report to schedule.
3. For reports that include parameters, select the values for this
report job.
4. Click Output.
5. Select the layout and format for the output.
6. Click Add to add more output files to this job.
7. Select the layout and format for each output.
8. Click Add Destination.
9. Define the destination (for example,
email or printer) for each output file.
10. Click Schedule.
11. Define the Frequency (for example,
Once, Daily, Weekly) for the job.
12. Click Submit.
13. Enter a Name for the Report Job.
14. Click OK.
31. Conclusion
Business Intelligence solutions make it possible for groups within organizations to
gain actionable insight from business data, and to leverage these insights to meet
critical goals.
Business intelligence solutions offer business-focused analysis at a scale,
complexity, and speed that is not achievable with basic operational systems
reporting or spreadsheet analysis, thereby delivering significant value.
32. References and Gratitude
Bi-foundation-suite-wp-215243 data sheet www.oracle.com
Dr.Sudheep Elayidom.M, “Data mining and warehousing”, Cengage learning,
2015, ISBN: 978-81-315-2586-9.
An overview BI :Research journal written by By Surajit Chaudhuri, Umeshwar Dayal,
Vivek Narasayya
Communications of the ACM, Vol. 54 No. 8, Pages 88-98
10.1145/1978542.1978562
Link : http://cacm.acm.org/magazines/2011/8/114953-an-overview-of- business-
intelligence-technology/fulltext
