DW OSA OFA

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Technology

Published on July 17, 2012

Author: rudysl

Source: slideshare.net

Description

Datawarehouse Oracle Sales Analyzer, Oracle Financial Analyzer

Oracle Financial AnalyzerKey Features and Futures

Agenda Oracle Financial Analyzer - Today’s Financial Issues - Features : - Basic - GL and OFA Integration Demonstrations

Oracle WarehouseComprehensive & Integrated Analytic Applications Reports Operational Data Oracle8i Warehouse Application DiscovererERP Builder ServerData Darwin Express Oracle8i Express External Data CWM and Repository Designer and Enterprise Manager

Family of OLAP Products Sales Financial Third Party Analyzer Analyzer Oracle Oracle Express Express Express WebDiscoverer Reports Objects Analyzer Publisher Express Oracle Express Server Web Agent Relational Express Access Manager Administrator Legacy & Relational Database Management System External

Financial Analysis Oracle Systems

Today’s Financial IssuesReporting, Planning, Analysis, Modelling...  Regular Forecasting Annual Budgeting  Exception Reporting Performance Monitoring  Financial Modeling Cost Allocation  Product Profitability Product Costing  Variance Mix Analysis Customer Profitability  Process Benchmarking Process Costing

Solutions Architecture Balanced Scorecard O F A; O S A Strategy Value ActivityFormulation Based & Based Simulation Management Management ERP/CRM Intel. Oracle Warehouse 3rd Pty Legacy Oracle Apps

What is Oracle Financial AnalyzerFinancial Analyzer is a distributed application for financial reporting, analysis, budgeting, and planning. By integrating a central source ofmanagement data with powerful analytical tools, the system enables organizations to meet their critical financial objectives : control costs, analyze performance, evaluate opportunities, and formulate future direction.

Basic OverviewSpreadsheets Two dimensional - row / column combination holds information. Good for basic accounting and Columns analysis. Rows

Basic OverviewRelational Tables Two dimensional - row / column combination from several tables holds information 1,000,000 units

Basic OverviewRelational Tables (continued) Oracle General Ledger is based on a relational model. Ideal for:  Transaction processing  Known reporting requirements  “Simple” ad hoc queries

OFA OverviewMulti-Dimensional Data Models On-Line Analytical Processing (OLAP) systems are based on multi- dimensional data models. Page Columns Rows

OFA Overview Multi-Dimensional Data Models(cont.) Oracle Financial Analyzer is based on a multi-dimensional model. Ideal for:  Dynamic on-line analysis  Complex ad-hoc queries  Financial modeling

Report and Analysis Changing Paradigm Model or Reporting Entity Cost Centre Account MonthRecord #1 CC1 A101 Jan 96 800Rccord #2 Account CC2 A105 Mar 96 250 orRecord #3 CC2 A115 Mar 96 900 ActivityRecord #4 CC1 A167 Feb 96 400 orRecord #5 CC3 CC5 A100 Jan 96 700 Cost Obj ActualRecord #6 A105 Mar 96 600Record #7 CC3 A189 Mar 96 650Record #8 CC5 A167 Feb 96 850 PDS: Month KEYS Budget, Actual Relational View Multidimensional View

Multi Dimentional Analysis Fast Flexible Access to Summarised Data hy ap gr eo G ProductRegional Manager View Product Manager View MonthFinancial Manager View Analyst View

Meets the Needs of the CFO CFO Controller Finance- Accounts Payable - Budgets- Accounts Receivable - Plans- Fixed Assets - Forecasts- Standard Financial Reports - What-If analysis- Consolidations Oracle - Reporting- Journal Entries Financial - Modeling Analyzer ..... Day to Day Transactions Oracle Other Financials Data

Who Uses OFA? Financial Analyst  Drive forecast and budgeting process  Generate financial management reports  Create models for profit and loss analysis  Generate and maintain cash flow statistics

Who Uses OFA? Business Unit Manager  Effectively distribute information throughout the organization  Low cost, web-based access  Manage divisional or product performance  Plan vs. Actual variances  Business trends  Business unit forecasts

Who Uses OFA? Chief Financial Officer  Examine risks and opportunities  Performance measurement  Planning for the future  What-If analysis  New opportunities

What is the GL/OFA Link?The automated flow ofinformation enables users totake advantage of the best ofboth worlds.

What is the GL/OFA Link? General Ledger Perspective  Data is recorded against a chart of accounts structure. Company Department General Ledger Segments Account Product

What is the GL/OFA Link? Financial Analyzer Perspective  Data is associated with dimensions and cubes. Organization Financial Analyzer Line Dimensions Product

What is the GL/OFA Link? TheLink integrates the segment concept with the dimension concept. Company Organization Department Line Account Product Product General Ledger Financial Analyzer Segments Dimensions

What is the GL/OFA Link? Organization Page Line Columns Product Rows Time (GL) Financial Analyzer OFA Cube Dimensions (Balances)

What is the GL/OFA Link?The automated flow ofinformation enables users totake advantage of the best ofboth worlds.

What is the GL/OFA Link? Cost Centre Account Month OrganisationRecord #1 CC1 A101 Jan 96 800Rccord #2 CC2 A105 Mar 96 250 AccountRecord #3 CC2 A115 Mar 96 900Record #4 CC1 A167 Feb 96 400Record #5 CC3 A100 Jan 96 700Record #6Record #7 CC5 CC3 A105 A189 Mar 96 Mar 96 600 650 ActualRecord #8 CC5 A167 Feb 96 850 KEYS Month Segments Dimensions Segment Values Dimension Values Rollups Hierarchies Balances Data Items

What is the GL/OFA Link? Cost Centre Account Month OrganisationRecord #1 CC1 A101 Jan 96 800Rccord #2 CC2 A105 Mar 96 250 AccountRecord #3 CC2 A115 Mar 96 900Record #4 CC1 A167 Feb 96 400Record #5 CC3 A100 Jan 96 700Record #6Record #7 CC5 CC3 A105 A189 Mar 96 Mar 96 600 650 ActualRecord #8 CC5 A167 Feb 96 850 KEYS Month Budgets Scenario Budget Forecast

What is the GL/OFA Link?Communicate with Oracle General Ledger

What are Benefits of the Link? Manage Your Business Globally  Web deploy key information throughout the organization Make Better Decisions  Empower broad group of users to leverage OLAP analysis  Develop better budgets with OFA  Automatically transfer budgets back to GL

What are Benefits of the Link? Lower Administrative Costs  Single point of entry for data  Consistent and reliable data for analysis  Reduces maintenance  Share structures and data  Transfer any balance from GL to OFA  Reduces reconciliation issues  Automated data flow

Screen Shot

Screen ShotFinancial Analyzer Demonstration

Screen Shot

D E M O N S T R A T I O N OracleFinancial Analyzer

Sales Analysis Oracle Systems

Oracle Sales Analyzer is... an enterprise wide on-line analytical processing application designed for managers and analysts to better utilizetheir corporate data and data warehouses

User Target Audience Marketing Managers  Market Research Analysts Product Managers  Marketing Analysts Market Planning Managers  Sales Analysts Merchandise Mgt.  National Account Managers Promotion Planners  Field Sales

Common Application Areas Competitive Analysis l What are the driving factors for increasing my share? l Where is my competition gaining? Market Analysis / Segmentation l How are our Key Accounts performing vs last year? l Which products aren’t being ordered by our Key Accounts? Product Mix  What are my top 5 products in the US?  What’s the market/cost for new products?  Will our new product cannibalize existing ones? Promotional Effectiveness l Can we correlate sales to promotions? l Was the promotion profitable ?

Sales Analyzer User Benefits Ad-Hoc Reporting/Graphs l Drill-down & Data Rotation l Dynamic Ranking & Exceptions Powerful Data Query l By Level, Attribute & Hierarchy l Top/Bottom and Exception based on Data Database Analytics l User-Defined Aggregates l New Measure Creation l Forecasting l Pre-built analysis libraries

Custom Measures Common Sales & Marketing calculated measures  Arithmetic (+, -, /, x)  Variance  % Change vs Last Year / Prior Period  % Share  Moving Average / Maximum / Minimum / Total . . . using simple templates

Sales Analyzer IS Benefits Built-in Bridge to Data Mart / Data Warehouse l (using Express Relational Access Manager) l Periodic maintenance minimized Manages user objects l DBA not necessary to create reports & graphs Built-in distribution routines l Standard objects can be centrally distributed l User to user distribution Data security l Users can only see what they have access to.

Oracle Sales Analyzer Modes of Operation ‘Client / Server & Web’ PC Sales Analyzer Sales AnalyzerPC ExpressClient Sales Analyzer ExpressServer

A Telco ExampleChurn Analysis Using OSA and DARWIN (Data Mining)

Implementation Options Integratedwith Relational Data Mart / Data Warehouse StandAlone Multi-dimensional Data Mart

Data Warehouse IntegrationData Mart / Warehouse Calculation Sales Engine Analyzer Data & Metadata Sales Relational Analyzer Access Web Manager Sales Analyzer RDBMS Express Server Mobile

OSA As A Data Mart The data loader is a set of Express programs that uses flat files to build a multidimensional database for use in Oracle Sales Analyzer. Flat Files Data Loader

Sample OSA Application DataModel Dimensions, Levels, Hierarchies, and Attributes•Product •Time •Geography •Channel Standard Standard Shipping Market Segment StandardTotal Products Year (Date, Total Geographies Total Segments Total Channels Timespan) Class Region Segment Channel Quarter (Date, Family Timespan) Warehouse Account Month (Date,Item (Package) Ship-To Ship-To Timespan) Variables •Sales (Geography, Product, Channel, Time) •Price (Product, Time) •Units (Geography, Product, Channel, Time) •Cost (Product, Time)

Oracle Sales AnalyzerInternet Computing

Oracle Sales Analyzer Distributed Architecture Thick Client Thin Client Web Client Sales Analyzer Sales Analyzer Browser ExpressPC Client XCA SNAPI Web Agent Sales Analyzer Server Express

Sales Analyzer: Web Access Accessthrough a Web browser l Zero footprint. No other software needed on workstation! User security l ID authenticated upon connection l Scoping on data and documents Dynamic generation of displays (it’s live!).

Sales Analyzer: WebFunctionality Create/save/delete reports and graphs Forecast Wizard Maintain Folders Custom Aggregates Custom Measures Explorer ‘Tree’ display for Folders / Documents Publish Documents (maintain libraries) Web Analysis Library Selector Tools (Level, Family, Attribute, Exception, Top/Bottom)

Oracle Sales AnalyzerWeb Analysis Library

Analysis Library for the Web - What is it ? Fast Answers to Sales & Marketing Questions 19 pre-defined Sales and Marketing oriented documents, plus two review documents, e.g.  Growth  Trend (e.g. Cumulative Sales Trend)  Ranking  Distribution (e.g. products / customers with increasing / decreasing sales)  80/20 Analysis (e.g. 20% of products / customers making up 80% of the business)

Analysis Library for the Web -How do you configure it ? Analyzer Web Administrator page  Enable Analysis Library documents for a specific Database, by launching . . . Analysis Library Administration page  Select documents to generate by document / dimension, plus specify certain default selection information

Oracle Sales AnalyzerForecasting

Sales Analyzer Forecasting Wizard Based Generates Forecast Document Generates Forecast Measure Both Document and Measure can be published Fully Integrated With OSA  Works with Slice, Client / Server, RAM  Forecast Document / Measure can be created and viewed via the Web Intended as a personal analysis tool, not as an enterprise wide forecasting system

Sales Analyzer Forecasting

Sales Analyzer Forecasting

Forecasting Methods and Statistics Regression:  Exponential Trend  Linear Trend Smoothing:  Moving Average  Period-to-Period Percentage Change  Holt-Winters  Single Exponential Smoothing  Double Exponential Smoothing  Triple Exponential Smoothing Best Fit

OSANow

OSA 6.3Sun and NT Dec 1999

OSA 6.3 100% Java Printing; no longer relying on the browser  Panelling of logical pages to physical pages  One or all pages  Print preview  Headers, footers  Page layout, ie portrait/landscape, margins  number of copies

OSA 6.3 ImprovedExport to Excel (windows client)  Export multi-page report to multiple worksheets  Automatically create a table of contents, with a link to each worksheet  Automatically start up excel upon export Performance improvements, especially for RAM implementations

Oracle Sales Analyzer - TODAY Wide range of implementation options ...  Scalable MOLAP databases using OSA Data Loaders and Express Server  ROLAP / HOLAP access to DW / Data Mart via Relational Access Manager  Distributed client / server using either ‘thick’ or ‘thin’ client  Disconnected distributed access via slices  Very light distributed access over intranet / internet via Web Browser.

D E M O N S T R A T I O N OFA & OSA

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