How This Course Is Organised

The Oracle Business Intelligence and Performance Management Essentials course provides step-by-step instructions on how to perform a variety of Administration, Reporting and Performance Management tasks using OBIEE10g and EPM - Performance Management System 11 for activities based on real-life work scenarios. The WebLearning hands-on series reduces the time spent investigating what steps are required to perform a task. Because the step-by-step solutions are built for practical real world situations, not only is knowledge gained through valuable hands-on experience, but also the solutions presented may then be used as the foundation for production implementation, dramatically reducing time to deployment.    

This course provides step-by-step instructions for creating Ad-hoc queries in Oracle Business Intelligence Answers and incorporating them into Interactive Dashboards, which compose business intelligence applications.

 

Students learn to various approaches to building Interactive Dashboards then add more complexity as the course progresses, including pivot tables, charts, gauges, prompts, embedded content, navigation links, and Oracle BI Publisher reports.

 

Use Oracle BI Publisher to build reports based on Answers requests as well as Oracle BI subject areas, and use Oracle BI for Microsoft Office to integrate Oracle BI data and views in Microsoft Office presentations and spreadsheets.

 

In addition, students get introduced to Oracle BI Server and Presentation Service Security and the Oracle BIEE Presentation Services Administration Tools and learn to perform various administrative tasks using the OBIEE Presentation Services Administration Console.

 

Finally you get to understand EPM System Shared Services and the Lifecycle Management capabilities of Oracle EPM System 11 and Applications including Essbase, Planning and Financial Management. You learn to navigate the EPM System Workspace, Create Portals (Pages) in Workspace, work with the EPM Planning Application and create Ad-Hoc Analysis using SmartView.

 

Certification  

This course will assist in preparation for the Oracle BI Certification exam.

 

Duration           

N/A 

 

Audience 
Business Analysts
Functional Implementer
Technical Consultant
OBIEE Modellers

Business Intelligence Developer
EPM Application Developers

EPM Applications Project Team Leads

EPM Applications Project Managers

 
Prerequisites:
Suggested Prerequisites:
Oracle BI 10g: Analytics Overview
 

Course Objectives:

Upon completion of this Course, you should be able to:

Build queries in Oracle BI Answers
Customize the Oracle BI user interface
Create and modify Oracle BI Interactive Dashboards
Create and modify Business Intelligence requests using Oracle BI Answers
Work with views to display request information
Create and modify Interactive Dashboards
Build Oracle BI Publisher reports based on Answers requests and BI metadata subject areas

Understand Performance Management Architecture and Infrastructure

Understand EPM Foundation Modules including Essbase

Understand EPM System Applications

Understand EPM Architect Modules

Understand EPM System Integration with Oracle BIEE

Understand and use Shared Services

User Management, including: User provisioning, External authentication definition

Understand Lifecycle Management and for Migrations

Use EPM Workspace

Employ recommended design principles and best practices

Course Outline

Overview

Business Scenario

The Oracle Business Intelligence Value Proposition

 

Oracle BI Enterprise Edition Architecture 

OBIEE Design Principles

The Plus Components of OBIEE 

Hyperion Financial Reporting 

Hyperion Web Analysis 

Hyperion Interactive Reporting 

Hyperion SQR Production Reporting

 

Oracle BI Server Processes 

Oracle BI Plug-In 

Oracle BI Publisher

MS-Office Plug-In 

Oracle BI Java Host 

Oracle BI Server 

Oracle BI Scheduler 

Oracle BI Cluster Controller

 

Oracle BI Presentation Service 

Oracle BI Answers 

Oracle BI Interactive Dashboard

Oracle BI Delivers 

Oracle BI Disconnected Analytics 

SmartSpace 

 

Server Processes On Windows

Server Processes On Linux 

Server Processes - Configuration Files 

Server Processes - Log Files

 

Understanding OBIEE Administration

Administrative Tasks

OBIEE Repositories and Meta Data 

BI Presentation Catalogue 

Administration via Catalogue Manager 

Administration via Manage Catalogue

BI Repository (RPD) 

Oracle Business Intelligence Administrator 

BI Publisher Repository 

Creating Presentation Models 

Other Meta-Data

 

Navigating and Accessing Subject Areas with Answers 

Viewing Saved Requests by Dashboard 

 

Viewing Saved Requests in Presentation Catalog 

Searching for Saved Requests 

Printing a Dashboard or Request 

Downloading Oracle BI Requests 

Emailing Requests or Dashboards 

Setting Preferences 

 

Using Business Intelligence Answers 

Oracle BI EE10g Creating Reports and Dashboards

Creating a Query and Chart 

Creating a Query 

Creating a Filter 

Formatting the Query 

Creating Chart 

Working Pivot Tables 

Formatting Pivot Tables 

 

Configuring Guided Analytics 

Creating Narrative Views 

Creating a Narrative View 

Creating Column Selectors 

Creating View Selectors 

 

Using Interactive Dashboards 

Creating Interactive Dashboards 

Creating Dashboard Prompts 

Presentation Variables 

Dashboard Design Principles and Best Practices

 

Using Oracle BI Publisher 

Understanding Template Builder Menus 

Creating a BI Publisher Report from Answers Request 

Creating a BI Publisher Report from BI Server 

Creating RTF Template from Class Demo

 

Oracle BI Server and Presentation Service Security

Groups and Catalogue Groups

Accessing Presentation Catalog Security

Creating and Deleting Presentation Services group

Adding a group or user to an existing group

Deleting a group or user from an existing group

 

Presentation Object Privileges

Managing privileges and rights for users and groups

Deleting privileges and rights for users and groups

 

Presentation Layer Administrative Tasks

Create, edit, view or delete Device Types

Managing Dashboards in Presentation Services Administration

Managing Cache

Archive and Un-Archive

 

Hyperion Enterprise Performance Management Tools and Applications

Shared Services

EPM Workspace

EPM Architect

Calculation Manager

SmartView

Essbase and Essbase Studio

 

Enterprise Performance Management Applications

Performance Scorecard

Hyperion Strategic Finance

Hyperion Profitability and Cost Management

Essbase and Essbase Studio

Financial Data Quality Management

Planning

Financial Management

 

EPM System Concepts and Architecture

Understanding the Shared Services Registry

Understanding Foundation Services Roles

Understanding EPM System Web Components

 

Essbase Overview

Deployment Architecture

Optimised Multi-dimensional Storage

Cache-Architecture

High-Availability Options

Business Model Development

Multi-Dimensional Calculation Engine

Essbase Application Administration

Essbase Studio       

Essbase Administration Services (EAS)

 

Oracle Essbase Analytics Link for Oracle HFM

Oracle Essbase Analytics Link Architecture

Benefits of Essbase Analytics Link

 

Oracle BI Server and Essbase Integration

 

Accessing EPM System Foundation Products

EPM Foundation and Shared Services 

Accessing Shared Services Console from Workspace

Accessing Administration Services Console

 

Introducing EPM Workspace         `

EPM Workspace User Interface   

Accessing EPM Workspace

Navigating Workspace 

Launching Workspace 

Reviewing the Workspace User Interface 

Setting General and Explore Preferences 

Adding Favourites 

Opening Applications

Exploring Essbase from EPM Workspace

 

Working with EPM Workspace

Creating Workspace Portal Pages 

Adding Repository Content

 

Understanding and Managing Security

Explain Security and Lifecycle Management
Describe EPM security structure (i.e. users/groups, roles, and classes)
User and Group Provisioning 

Creating Groups 

Creating Users and Associating with Groups 

Assigning Roles to Groups 

 

Understanding Lifecycle Management 

Lifecycle Management and Migration

Lifecycle Management interactions with EPM Applications

Use Lifecycle Management Services to move Essbase Database artifacts

Lifecycle Management Migration for Applications

The Lifecycle Configuration Utility

 

Working with EPM Applications

Exploring Planning in Workspace

Working with Planning Applications

Exploring Financial Management in Workspace

Working with Financial Management Applications

 

Working with Smart View

Introduction to Smart View and Architecture

Architecture

Provider Services

Data Source Manager

Platform support

 

Usage Scenarios

Ad Hoc Analysis

Predefined Form Interaction

Pre-created Content Access

 

Reporting

Smart Slice

Data Integration & Reporting

Combined Data Display

Report Controls

Cascade

 

Accessing the Smart View Toolbar 

Connecting to Data Sources 

Retrieving Planning Data in Smart View

 

Entering Data in Smart View        

Entering Data in Smart View        

Connecting to Data Sources        

Selecting Data Forms        

Navigating Data Forms in Smart View   

Entering Data in Data Forms        

Applying Formulas to Data Forms           

Calculating Data     

Saving and Refreshing Data in Smart View     

 

Creating Ad Hoc Grids       

Pivoting Dimensions         

Zooming In and Out on Members           

Keeping and Removing Members          

Selecting POV Members   

Accessing Smart Slices

     

NOTE: THIS COURSE IS ALSO AVAILABLE IN SELF-STUDY TRAINING GUIDE, E-LEARNING OR DISTANCE LEARNING FORMATS. FEEL FREE TO ASK IF YOU PREFER DISTANCE, E-LEARNING OR TRAINING GUIDE LEARNING FORMATS. PRICES DIFFER

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