Creating An Agent in OBIEE 11g

Creating An Agent in OBIEE 11g

Like OBIEE 10g we can create a saved request / Analysis in OBIEE 11g and we can schedule the reports.

In my previous post, you will be learned How to configure oracle BI Scheduler in OBIEE 10g. But in OBIEE 11g all the tables related to scheduler services are preconfigured. When we are installing OBIEE 11g, we are running repository creation utility (RCU). RCU is creating two schema called Metadata schema (MDS) and BIPLATFORM. All the scheduler related tables were created in BIPLATFORM schema. So Enterprise Manager (EM) is taking these schemas automatically and running scheduler services in BI 11g.

Connect with BIPLATFORM schema in the data source. There we can view the scheduler related tables S_NQ_JOB, S_NQ_INSTANCE, S_NQ_JOB_PARAM, S_NQ_ERR_MSG which are created already when we were running RCU.

So if we are opening the Job Manager, we will not get any option ‘Open Scheduler Configuration’ like OBIEE 10g. We will get the screen like below:

By Selecting ‘Open Scheduler Connection’ we will get the window like below

We have to give Administrator username and password of the RPD.

And click OK button you will get Job Manager Window there we can see the current running Agents.

If you want see the configuration window Login in EM using below line

http://machinename:7001/em

Go to Business Intelligence -> Core Application

Select Deployment tab -> Select Scheduler there we can see the database has been pre-configured.

If we want to send the created Agent to Email then there is small workaround to be needed.

In the same above window select Mail tab under Deployment tab. There we have to give SMTP server port number and from which Email address we want to send.

After you entered all the details in the fields we have to Activate Changes and restart the BI Services.

 

Now we can login into the presentation services and select New -> Agent.

All other steps are same like OBIEE 10g in each tab.

Creating KPIs in OBIEE 11g

Creating KPIs in OBIEE 11g

Posted by Rajat Rakesh on July 23, 2012

One of the unique features being offered in BI 11G is the scorecarding capability. OBIEE 11g allows users to leverage the data-model to define KPIs, thresholds and interlink the KPIs in a scorecard. In this week’s post, I will cover:-

• Creating a Simple KPI
• Setting Dimensionality
• Setting Thresholds

We’ll start by creating a KPI that compares Actual vs. Target revenue. Let’s define thresholds for the same at 80% & 90% of target. This KPI would be measured at the intersection of Year, Quarter, Month, Products & Offices. In later posts, I will setup navigation actions for each threshold & alerts for this KPI as well.
Let’s start by creating a new KPI. From the OBI Menu, expand New and select KPI. Select a subject area. I would be using the SampleApp application and “A – Sample Sales” subject area.

Select “abell” as the Business Owner. This user would have the privilege of overriding the status of this KPI. We now need to select two facts that would be used to get the actual and target values. For this, let’s select “1-Revenue” and “5-Target Revenue” from “Base Facts”. I’ll also select “enable trending” to compare values for months. For this, in the Compare to prior field, I will select “Month” to compare. This sets the grain of the KPI that will be used to compute the trend. Click next.

Now we setup the dimensionality for the KPI. Click add and in the New Dimension dialog, select “T05 Per Name Year” from Time. Leave the value cell to “Not Pinned”. Repeat the same process with “T03 Per Name Qtr”, “T02 Per Name Month” from “Time Dimension” and “Products Hierarchy” from Products and “Offices Hierarchy” from Offices. Click Next.

Now we will define thresholds for this KPI. In the goals field, we will select “High Values are Desirable”. In the first threshold field, use the down button to select “Base Facts”.”5- Target Revenue” and Type * 0.90. In the second threshold field, select the same field again and type * 0.80. This indicates to the system that anything from 0-80 percent of target as Red, and from 80-90 percent of Target as Yellow and anything above 90% as Green. Click Next.

In the next screen, we attach any related documents to the KPI. I will skip this step and click Finish. Let’s save this KPI as “RevenueTarget” and click OK. In the KPI definition page, click Cancel to exit out of this screen.
Let’s open this KPI from the “Open” menu and let’s take a look.

Next Post: Linking KPIs in a Scorecard

Creating Scorecards in OBIEE 11G

Creating Scorecards in OBIEE 11G

Posted by Rajat Rakesh on July 23, 2012

Last week I had created a post for creating KPIs.This week I wanted to extend that scenario and create scorecards in OBIEE 11g. In this post I will :

• Create objectives
• Assign KPIs to objectives
• Create Strategy Hierarchy
• Define Relationships between Objectives/KPIs

To begin with, let’s create a scorecard. From the OBI menu, expand “New” and select “Scorecard”. Let’s call this scorecard “MyScorecard”.

Let’s save in a folder called “working” for now. Clicking “OK” creates an empty Scorecard template.

Now let’s add objectives to our scorecard template. Click the “Create Objective” button and let’s call it “Aligning Operations” in the Objective Name field. Let’s select the “Internal Process” perspective for now and save it.

Let’s add some KPIs to the Objective. We expand the Catalog pane in the left corner and browse where our KPIs are stored. Let’s select the KPI “Attrition Rate” and “# Employees” onto the objectives grid.

This activates the “Add KPI” window. This KPI window allows us to filter/pin our KPI to a specific dimension value.

It is important to note that if the KPI is pinned to a specific dimension value then it will “not” respond to prompts or a change in the POV bar at the top of the scorecard. I recommend that in most cases it should be left as the default. Let’s save our Objective.
We can create a strategy hierarchy in the “Strategy” window using the steps outlined above. It is possible to create multiple nested objectives and then assign KPIs to them.

The steps for creating initiatives is the same. The initiatives screen provides a few additional fields like “Start Date”, “End Date”, “Completion Date” and “Resources”.
Let’s now focus on creating a Strategy Map. We start by clicking on the “Scorecard Documents” pane. Let’s click the down-arrow next to create button and select the “Create Strategy Map” option. This would display a blank Strategy Map view.

Now we can drag and drop objectives and KPIs from the Scorecard’s Strategy Hierarchy to the Strategy Map Canvas. We would need to repeat this a couple of times to have several objects on our canvas.

By default, each time we drag an objective/KPI onto the canvas, it will get positioned into its assigned perspective as defined in that object’s detailed page. If a perspective is not assigned in the KPI/Objective, it will then get positioned where we drop it in the canvas.
We can now define a relationship between objects by clicking the “Draw a Casual Linkage Between Two Objectives” button at the top of the canvas. Then we click/drag the mouse pointer from one Objective to the Next (or KPIs) to define a relationship. We would need to repeat this for all Objectives/KPIs that are relevant.
It is also possible to describe the relationship by right clicking on the linkage arrow and selecting the “Edit Casual Linkage” option. From the casual linkage dialog we can define the strength and proportionality of the relationship.

Finally, we save the strategy map. To enhance this further, we can create a cause and effect map, by right clicking on any objective in the strategy pane and choose the view cause and effect option or a strategy tree view, by clicking on the objective in the strategy pane and selecting the “View Strategy Tree Option”.