book

Oracle® Data Warehousing and Business Intelligence Solutions

Name: Oracle® Data Warehousing and Business Intelligence Solutions
ISBN: 9780471919216

by Robert Stackowiak, Joseph Rayman, Rick Greenwald

January 2007

Beginner to intermediate

408 pages

9h 53m

English

Wiley

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Copyright
About the Authors
Credits
Acknowledgments
Introduction
Who This Book Is ForHow This Book Is OrganizedPart I: Oracle Business Intelligence DefinedChapter 1: Oracle Business IntelligenceChapter 2: Oracle's Transactional Business IntelligenceChapter 3: Introduction to Oracle Data WarehousingChapter 4: Choosing a PlatformPart II: Custom-Built Data Warehousing SolutionsChapter 5: Designing for UsabilityChapter 6: Business Intelligence ToolsChapter 7: Data LoadingChapter 8: Managing the Oracle Data WarehouseChapter 9: Data Warehouse Performance Tuning and MonitoringPart III: Best PracticesChapter 10: Scoping the Effort and an Approach for SuccessChapter 11: Understanding Business NeedsChapter 12: Justifying Projects and Claiming SuccessIllustrations in the TextFrom Here
I. Oracle Business Intelligence Defined
1. Oracle Business Intelligence
1.1. Business Intelligence and Transactional Applications1.1.1. Daily Business Intelligence1.1.2. Balanced Scorecard1.1.3. Enterprise Planning and Budgeting1.1.4. Activity-Based Management1.2. Oracle Integration Components Enabling Business Intelligence1.2.1. Data Hubs1.2.2. Business Activity Monitoring1.2.3. BPEL Process Manager1.2.4. Enterprise Messaging Service1.3. Custom Data Warehouse Solutions1.3.1. The Role of the Oracle Database1.3.2. Oracle Warehouse Builder1.3.3. Oracle Business Intelligence Standard Edition1.3.3.1. Discoverer1.3.3.2. Reports1.3.4. Oracle Business Intelligence Enterprise Edition1.3.5. BI (XML) Publisher1.3.6. Oracle Portal1.3.7. Spreadsheet Add-ins1.3.8. Building Custom Business Intelligence Applications1.4. Emerging Trends
2. Oracle's Transactional Business Intelligence
2.1. Transactional Business Intelligence2.1.1. Business Terminology2.1.1.1. Corporate Performance Management2.1.1.2. Key Performance Indicators2.1.1.3. Dashboard2.2. Oracle's Daily Business Intelligence2.2.1. How DBI Works2.2.2. Varieties of DBI2.2.2.1. Daily Business Intelligence for Compliance2.2.2.2. Daily Business Intelligence for Customer Support2.2.2.3. Daily Business Intelligence for Depot Repair2.2.2.4. Daily Business Intelligence for Field Service2.2.2.5. Daily Business Intelligence for Financials2.2.2.6. Daily Business Intelligence for Human Resources2.2.2.7. Daily Business Intelligence for Interaction Center2.2.2.8. Daily Business Intelligence for iStore2.2.2.9. Daily Business Intelligence for Marketing (DBI-M)2.2.2.10. Daily Business Intelligence for Maintenance2.2.2.11. Daily Business Intelligence for Procurement2.2.2.12. Daily Business Intelligence for Product Lifecycle Management2.2.2.13. Daily Business Intelligence for Projects2.2.2.14. Daily Business Intelligence for Quoting2.2.2.15. Daily Business Intelligence for Sales2.2.2.16. Daily Business Intelligence for Service Contracts2.2.2.17. Daily Business Intelligence for Supply Chain2.3. Balanced Scorecards2.3.1. Oracle Balanced Scorecard Structure2.3.2. OBSC Architecture2.3.3. Creating an Oracle Balanced Scorecard2.4. Data Hubs2.4.1. The Oracle Customer Data Hub2.4.2. How Data Hubs Work2.4.3. Other Oracle Data Hubs2.5. Is Transactional Business Intelligence Enough?
3. Introduction to Oracle Data Warehousing
3.1. Oracle Data Warehousing Basics3.1.1. Oracle Database Analysis and Schema Considerations3.1.1.1. Star Joins3.1.1.2. Materialized Views3.1.1.3. Bit-map Indexes3.1.1.4. SQL Analytics3.1.1.5. OLAP Option3.1.1.6. Data Mining Option3.1.1.7. Storage and Retrieval of Multiple Datatypes including XML3.1.2. Managing an Oracle-based Data Warehouse3.1.2.1. Enterprise Manager and Grid Control3.1.2.2. Database Self-Tuning and Management3.1.2.3. Highly Available Database3.1.2.4. Oracle Database Partitioning Option3.1.2.5. Security3.2. Where to Start?3.2.1. Oracle/PeopleSoft EPM3.2.2. Oracle/Siebel Business Analytics Applications3.2.3. Choosing Completely Custom
4. Choosing a Platform
4.1. Scaling Up Platforms Versus Scaling Out4.1.1. Hardware Platforms4.1.2. Cost Considerations4.1.3. Availability Considerations4.1.3.1. Fault Tolerant Disk Configurations4.1.3.2. System Downtime and Fault Tolerance4.1.4. Manageability Considerations4.2. Sizing the Platform4.2.1. Information Needed for Warehouse Hardware Sizing4.2.1.1. Extraction, Transformation, and Loading4.2.1.2. Reference Configurations4.2.2. Benchmarking4.2.2.1. Benchmark Configuration Considerations4.2.2.2. Unsuccessful Benchmarks4.2.3. Sizing Hardware for Business Intelligence Tools4.3. Your Strategy

II. Custom-Built Data Warehousing Solutions
5. Designing for Usability
5.1. Approaches for Design5.1.1. Key Design Considerations5.1.1.1. User Community5.1.1.2. Data Volumes and Granularity5.1.1.3. Design and Volatility5.1.1.4. User Inquiries and Analysis5.1.1.5. Data Architecture5.1.1.6. Performance and Service Levels5.1.2. Features for Design – Enhancing Performance5.1.2.1. Partitioning Approach5.1.2.2. Indexing Approach5.1.2.2.1. B-Tree Indexes5.1.2.2.2. Bitmap Indexes5.1.2.2.3. Bitmap Join Indexes5.1.2.3. Parallelism Approach5.1.2.3.1. Parallel Data Loading5.1.2.3.2. Parallel DDL5.1.2.3.3. Parallel DML5.1.2.3.4. Parallel Query5.1.2.4. Summarization Approach and Query Optimization5.1.3. Business Scenario5.1.4. Normalized Design5.1.4.1. Business Scenario: Normalized Design5.1.5. Dimensional Design5.1.5.1. Business Scenario: Dimensional Design5.1.6. Hybrid Design5.1.6.1. Business Scenario: Hybrid Design5.1.7. Online Analytical Processing Design5.1.7.1. Business Scenario: Online Analytical Processing Design5.1.8. Other Considerations5.1.8.1. Business Scenario: Partitioning5.1.8.2. Business Scenario: Indexing5.1.8.3. Business Scenario: Summarization5.2. Selecting the Best Approach
6. Business Intelligence Tools
6.1. Oracle Portal and Portal Products6.1.1. Using Oracle Portal6.1.2. Building and Deploying Oracle Portal and Portlets6.1.2.1. Transactional Business Intelligence Portlets6.1.2.2. Portlets for Business Process Flows6.2. Reporting6.2.1. BI/XML Publisher6.2.2. Oracle Reports6.2.3. Oracle BI Reporting Workbench (Actuate)6.3. Ad hoc Query and Analysis6.3.1. Business Intelligence Enterprise Edition6.3.1.1. Using Oracle BI EE and Oracle Answers6.3.1.2. Administering Oracle BI EE6.3.2. Discoverer and Business Intelligence Standard Edition6.3.2.1. Using Discoverer in Oracle BI SE6.3.2.2. Administering Discoverer in Oracle BI SE6.3.3. Oracle Spreadsheet Add-ins6.3.3.1. Oracle BI Spreadsheet Add-in6.3.3.2. Predictive Analytics Add-in6.4. Building Business Intelligence Applications6.4.1. JDeveloper and BI Beans6.4.2. Data Miner6.5. Other Tools
7. Data Loading
7.1. Oracle Database Data Loading Features7.1.1. Embedded ETL in the Oracle Database7.1.2. SQL*Loader7.1.3. Change Data Capture7.1.4. Transportable Tablespaces7.1.5. Data Pump7.2. Oracle Warehouse Builder7.2.1. OWB Packaging7.2.2. Typical Steps when using OWB7.2.3. ETL Design in OWB7.2.4. OWB and Dimensional Models7.2.5. The OWB Process Editor7.3. Balancing Data Loading Choices
8. Managing the Oracle Data Warehouse
8.1. Oracle Enterprise Manager Grid Control8.1.1. Database Performance Monitoring8.1.2. Database Administration8.1.2.1. Creating and Managing Tables and Storage8.1.2.2. Creating and Managing Materialized Views8.1.2.3. Creating and Managing OLAP Cubes8.1.2.4. Managing Partitioning and Database Manageability Impact8.1.2.5. Managing XML Database in Oracle8.1.2.6. Managing Users and Security8.1.2.7. Managing Users and Resource Utilization8.1.3. Database Maintenance8.1.3.1. Backups and High Availability8.1.3.2. Data Movement Maintenance8.1.3.3. Software Deployment8.1.4. Database Topology8.2. Management and Management Options
9. Data Warehouse Performance Tuning and Monitoring
9.1. Understanding Performance Challenges9.1.1. Who Is Responsible?9.1.2. Causes of Poor Performance9.1.2.1. Educating the Business9.1.2.1.1. Business Processes9.1.2.1.2. Data9.1.2.2. Hardware9.1.2.2.1. Processing Capacity9.1.2.2.2. Memory9.1.2.2.3. Network Infrastructure9.1.2.2.4. Storage Infrastructure9.1.2.3. Software9.1.2.3.1. Database9.1.2.3.2. Business Intelligence Tools and Application Software9.1.2.4. Application/Database Design9.2. Successful Approaches to Performance Tuning9.2.1. Critical Tasks for Performance Tuning Lifecycle9.2.1.1. Definition Phase9.2.1.1.1. Task: Define Architecture9.2.1.2. Requirements Modeling Phase9.2.1.2.1. Task: Capacity Plan9.2.1.2.2. Task: Define Architecture – (Refined)9.2.1.2.3. Task: Others to Consider9.2.1.3. Construction Phase9.2.1.3.1. Task: Physical Database Design9.2.1.3.2. Task: Performance Test Plan9.2.1.3.3. Task: Capacity Plan – (Refined)9.2.1.3.4. Task: Others to Consider9.2.1.4. Production Phase9.2.1.4.1. Task: Performance Test Execution9.2.1.4.2. Task: Scalability Testing9.2.1.4.3. Task: Physical Database Design – (Final)9.2.1.4.4. Task: Others to Consider9.2.2. Hardware Configuration9.2.2.1. Validate Theoretical Throughput9.2.2.2. Additional Infrastructure to Validate9.2.2.2.1. Server Memory9.2.2.2.2. Storage Subsystem9.2.3. Software Configuration9.2.3.1. Instance Configuration9.2.3.2. Automatic Workload Repository9.2.3.3. Automatic Database Diagnostic Monitor9.2.3.4. Advisory Framework9.2.3.4.1. SQL Tuning Advisor9.2.3.4.2. SQL Access Advisor9.2.3.4.3. Memory Advisor9.2.3.4.4. Segment Advisor9.2.3.4.5. Other Advisors9.2.4. Database Application Design9.3. Business Scenario: Tuning Our Sample Solution9.3.1. Where To Start9.3.2. Enterprise Manager Advisory Framework9.3.2.1. Analyze the Environment9.3.2.2. Analyze the Application9.4. Approaches for Success
III. Best Practices
10. Scoping the Effort and an Approach for Success
10.1. Uncovering Key Business Initiatives10.1.1. Where to Start10.1.2. Information Sources10.1.2.1. Public-Facing Sources of Information10.1.2.2. Company and Organizational Internal Sources of Information10.1.3. What is Important10.2. Accountability and Securing Business Sponsorship10.2.1. Establish a Steering Committee10.2.2. Project Review Board10.3. Endorsing a Methodology10.3.1. Choices of Methodologies10.3.2. A Business-focused Approach10.3.2.1. Moscow List for Prioritization10.3.2.2. Time box functionality10.3.2.3. Standard Deliverables with Supporting Repository10.3.2.4. Selecting a Project Duration10.4. Staffing the Project10.4.1. Organization Structure10.4.1.1. Project Management/Portfolio Team10.4.1.2. Business/Information Analyst10.4.1.3. Data Acquisition Team10.4.1.4. Reporting and Analytics Team10.4.1.5. Infrastructure and Systems Team10.4.1.6. Data Warehouse Architecture Team10.4.2. End-User Experience10.4.3. Engaging the Business: Education and Training10.5. Managing Risk10.5.1. Communication — Managing Expectations10.5.2. Contingency Allocation10.5.3. Financial Risk10.5.4. Technology Risk10.6. No Place to Shortcut
11. Understanding Business Needs
11.1. How Bad Deployment Choices Impact the Business11.1.1. Independent Data Marts11.1.2. Limited and Inflexible Reporting11.1.3. Sources of Information Limited to Internal Data11.1.4. Limited Data History11.1.5. Lack of Current High-Quality Data11.1.6. Limited Growth Flexibility11.2. Project Drivers and Business Types11.2.1. Financial Companies11.2.1.1. Banks and Financial Advisors11.2.1.2. Insurance Companies11.2.2. Healthcare11.2.2.1. Healthcare Providers11.2.2.2. Healthcare Payers11.2.3. Manufacturing11.2.4. Media and Entertainment11.2.5. Retail11.2.6. Telecommunications11.2.7. Other Business Types: Transportation and Utilities11.2.8. Educational Institutions11.2.8.1. Elementary and Secondary Schools11.2.8.2. Higher Education11.2.9. Government Agencies11.2.9.1. Defense, Military, and Intelligence Agencies11.2.9.2. Civilian Agencies, State, and Local Government11.3. Developing Scope and Gaining Business Support
12. Justifying Projects and Claiming Success
12.1. Concept to Project12.1.1. Business Constraints12.1.2. Where to Start Justification12.2. Measuring Value12.2.1. Common Metrics to Measure12.2.1.1. Elements of Cost12.2.1.1.1. Hardware12.2.1.1.2. Software12.2.1.1.3. Storage12.2.1.1.4. Human Resources12.2.1.2. Elements of Value12.2.1.2.1. Resource Reallocation12.2.1.2.2. Productivity Enhancements12.2.1.2.3. Cost Avoidance12.2.1.2.4. Revenue Preservation and Enhancement12.2.1.2.5. Competitive Advantage12.2.1.2.6. Market Presence12.2.2. Common Budgeting Techniques12.2.2.1. Average Rate of Return12.2.2.2. Payback Period12.2.2.3. Net Present Value12.2.2.4. Internal Rate of Return12.2.2.5. Profitability Index12.2.2.6. What's the Best Solution?12.3. Total Cost of Ownership12.3.1. Modeling Total Cost of Ownership12.3.1.1. Capital Expenditures12.3.1.2. Expensed Purchases12.3.1.3. Resources12.3.1.4. Analysis Duration12.3.1.5. TCO Example12.4. Return on Investment12.4.1. Modeling Return on Investment12.4.1.1. Business Benefits12.4.1.2. ROI Example12.5. Claiming Success

Content preview from Oracle® Data Warehousing and Business Intelligence Solutions

Chapter 2. Oracle's Transactional Business Intelligence

The use of the term business intelligence is a signpost for the evolution of technology in today's business climate. Many years ago, the use of computers was referred to as data processing, highlighting the core purpose of that technology — to collect, store, and manipulate data. This term was superceded by the term information technology, focusing on a higher-level use of data — not just raw data, but information that is more usable by humans. Business intelligence brings it all back home, zeroing in on the ultimate purpose of technology in a business environment — to help organizations increase efficiency, profits, and revenue, as well as using data to make intelligent decisions. Business intelligence is gained by the timely display of data to business analysts enabling them to make the best possible business decisions and helping organizations steer their ships of commerce, rather than simply acting as the fuel to run those boats.

This chapter looks at a number of offerings Oracle has created to deliver business intelligence from the data collected by and residing in Oracle's enterprise transactional applications. We'll also cover the role of Oracle's Balanced Scorecard and using Oracle's data hubs to create a master data reference in order to access data from a variety of transactional applications. All of these products are designed to deliver timely business intelligence to the less-technical user — from business analysts ...

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Oracle® Data Warehousing and Business Intelligence Solutions

by Robert Stackowiak, Joseph Rayman, Rick Greenwald

Chapter 2. Oracle's Transactional Business Intelligence

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