Dylan's BI Study Notes

My notes about Business Intelligence, Data Warehousing, OLAP, and Master Data Management

Archive for the ‘Infomatica’ Category

Using Load Plan for managing your ETL task in BI Apps (1)

Posted by Dylan Wan on May 14, 2013

One of the major change introduced in BI Apps is the way how we manage the ETL task sequence and trim the unnecessary tasks.

This functionality was accomplished earlier using DAC.  The problem we frequently faced was that the DAC repository and the INFA repository are maintained as two separate repositories.  We have to sync up the name of tasks exactly in order to use DAC to manage the task execution of the Informatica workflow tasks.

Load Plan and Load Plan Generator was designed for addressing this requirement.

Here is a good article that describes the story.

Load Plan Generator – An Inside Look


Posted in BI Application, Business Intelligence, DAC, Data Warehouse, ETL, Infomatica, OBIA, ODI, Oracle, Oracle Data Integrator | Tagged: , , , | Leave a Comment »


Posted by Dylan Wan on October 5, 2011

Several people are curious about what are OTBI and OBIA, and what are the differences between OTBI and OBIA.  I will discuss these in this article.

OTBI stands for Oracle Transactional Buisness Intelligence. 

OBIA stands for Oracle Business Intelligence Applications.

Let’s start with OBIA.  OBIA is the pre-packaged BI Apps that Oracle has provided for several years.  It is the data warehouse based solution.  It is based on the universal data warehouse design with different prebuilt adapters that can connect to various source application to bring the data into the data warehouse.  It allows you to conslidate the data from various sources and bring them together.  It provides a library of metrics that help you measure your business. It also provides a set of predefined reports and dashboards.  OBIA works for multiple sources, including E-Business Suite, PeopleSoft, JDE, SAP, and Fusion Applications.

OTBI is different.  First of all, it is a real time BI.  There is no data warehouse or ETL process for OTBI.  Second, it is for Fusion Apps only.   OTBI is leveraging the advanced technologies from both BI platform and ADF to enable the online BI queries agains the Fusion Applications database directly.  In addition, in some area, such as Financial, you can also connect to the Essbase cubes.  Unlike OBIA, OTBI does not have a lot of prebuilt dashboards and reports.  The reason is that for some advanced analysis, the data need to be prepared.  You cannot get eveything you can get from the OBIA data warehouse in OTBI. 

Both OTBI and OBIA are available from the same metadata repository.  Some of the repository objects are shared between OTBI and OBIA.  It was designed to allow you have the following configurations:

  • OTBI Only
  • OBIA only
  • OTBI and OBIA coexist

If you implement Fusion Apps, you can enable OTBI.  You can use the BI EE Answer to access the prebuild metadata and metrics those are built against the Fusion Apps.  You may not get the full powerful prebuild dashboard and repost and prebuilt navigation workflow.  However, you can start experiencing what the BI EE based reports look like.  You can start bring the data out from your OLTP system.  You can provide training to the users to get familar with the subject areas, some of which are shared with OBIA. 

If you enjoy OTBI and want to further get OBIA with a data warehouse based solution.  You can implement OBIA later.  Some of the OTBI reports maybe switched to run against OBIA.  Some of OTBI reports can continue connecting to Fusion Apps directly.  They can coexist in a single BI server and a single BI answer client.

Both OTBI and OBIA are accessing Fusion Apps via the ADF.   This is a more advanced topic. 




Posted in BI, BI Application, BI Links, Business Intelligence, Data Warehouse, DBI, essbase, ETL, Infomatica, OBIA, OBIEE, Oracle, Oracle BI Suite EE, OTBI | 1 Comment »

User Defined Function (UDF) in ODI

Posted by Dylan Wan on March 21, 2011

User Defined Function (UDF) is a very powerful feature from ODI.

One of features that are absent from other ETL tool is to address the need to support different database platforms.  I won’t blame those ETL tools since they are not really designed for pre-package BI Apps.

Who will need to switch database platform like that?

If your data warehouse is deployed on Oracle, you can use Oracle SQL.  If you are using Teredata, you can use Teradata.  You know that your PeopleSoft is running on DB2, you can write the DB2 SQL.  In the custom data warehouse ETL environment, switching database platforms is uncommon, one time only task.  You do not need to switch among different database platforms within your code.

A prepackaged BI apps ETL developers, however, are facing different challenges.  You do not know if the source apps is running on which database platform.  Also, you want to give customers the choices on the database platforms to deploy the data warehouse.

ODI UDF comes very handy.  You can create a UDF to use in your SQL, you can have multiple implementation of the UDF for different database platform.  You can use GetDate() for MS SQL and use SYSDATE for Oracle database in the implementation, but you can create you own function such TODAY() and use in your SQL.

User Defined Function is not a new idea.  You may see something similar in other tools.  However, to be able to use UDF in SQL and to be able to use UDF with multiple implementations under different technologies, I only see the feature in ODI.

I won’t be surprised to see those “me too” products in the near feature.

More and more companies are moving to use prepackaged BI apps.

Posted in BI, BI Application, BI Work, Business Intelligence, Data Warehouse, ETL, Infomatica, OBIA, ODI, Oracle, Oracle Data Integrator | Tagged: , | 1 Comment »

Why I do not use PowerConnect to access PeopleSoft Tree

Posted by Dylan Wan on March 16, 2011

1. It does not allow you to use parameters to the PeopleSoft connect. It may be changed later. However, it was a big issue when we try to address customer issues.

2. It requires EFFDT as an input.
It expects that people change the EFFDT using Mapping Editor. How can a business user does that every month?

3. It asks for a Tree Name. Many PeopleSoft tree structure supports multiple trees. Tree is just a header of the hierarchy. Whenever you add a new Tree, you need to create a new mapping!!

It does not make sense to use PowerConnect due to the customer demands. All above requirements are from customers.

We have no choice but stop using it.

It is a nice feature, but it was not designed for a prepackaged apps.

Posted in BI, BI Application, Business Intelligence, Data Warehouse, ETL, Infomatica, OBIEE, PeopleSoft | Leave a Comment »

Informatica ETL Tuning Steps

Posted by Dylan Wan on March 14, 2009

First, we need to identify where the performance problem come from.   The bottleneck can be:

  • Source Extract
  • Transformation
  • Lookup
  • Target Write

I will talk about how to isolate the problems and go over each about how to investigate the problem in each of these area.

Read the rest of this entry »

Posted in Business Intelligence, ETL, Infomatica, OBIA | 1 Comment »

Use ANSI SQL for Outer Join

Posted by Dylan Wan on July 4, 2008

The OLTP source applications like PeopleSoft and Siebel applications can run on many different databases including Oracle, MS SQL, or DB2. The target data warehouse can also run on different database platforms, incluidng the above databases, plus Teradata.

Various technologies can be used to enable the cross database platform support in the pre-packaged BI apps. Oracle BI Enterprise Edition allows you configure the database connections using the native drivers. ODBC can also be used to access different databases.

In order to deliver to deliver the pre-packaged ETL adapters, two technologies can be used : ANSI SQL and ETL tool specific SQL. It is preferable to avoid the dependency on the ETL plarform and use ANSI SQL92 syntax. When we move from ETL to ELT, Read the rest of this entry »

Posted in BI, BI Application, BI Work, ETL, Infomatica, Oracle, Oracle Data Integrator | Leave a Comment »

Use SQL*Loader with Named Pipe

Posted by Dylan Wan on June 24, 2008

Typically using SQL*Loader assumes that a flat file will be used as the input. The file will need to be created and generated before the SQL*Loader can take the data from the file and load the data into Oracle. The performance can be improved and the disk space can be saved if you use named pipe with SQL*Loader.

Read the rest of this entry »

Posted in BI, BI Work, Business Intelligence, Data Warehouse, ETL, Infomatica, Oracle, Oracle Data Integrator, Sunopsis | Tagged: , , | 5 Comments »

Oracle BI Applications 7.9.5 is out

Posted by Dylan Wan on May 30, 2008

Oracle BI Applications 7.9.5 is released early this month. Here is a quick summary of the features introduced in this release and where you can get more information about it.

Read the rest of this entry »

Posted in BI, BI Application, BI Work, Business Intelligence, Data Warehouse, ETL, Infomatica, OBIA, OBIEE, Oracle, Oracle BI Suite EE, PeopleSoft, Siebel Analytics | Tagged: | 3 Comments »

Key Roles involved in a BI Data Warehouse Project

Posted by Dylan Wan on November 30, 2007

To develop or deploy a BI solution for your organizations, you need to have the right people involved in the time time. Here are typical roles involved in a BI data warehouse project.

  • Project Sponsor
  • Project Manager
  • Functional Analyst
  • SME
  • BI Architect
  • ETL Developers
  • DBA

The job description and responsibilities are listed in this table: Read the rest of this entry »

Posted in BI, BI Application, BI Links, BI Work, Business Intelligence, Data Warehouse, ETL, Infomatica, OBIEE, Oracle Data Integrator, OWB | 5 Comments »

PeopleSoft EPM

Posted by Dylan Wan on November 1, 2007

PeopleSoft Enterprise Performance Management was the pre-packaged BI applications for PeopleSoft application.  It has been in market for nearly 10 year.  I recently learned its history, product coverage and architecture from my colleagues. Read the rest of this entry »

Posted in BI Application, BI Work, Business Intelligence, Data Warehouse, Infomatica, PeopleSoft | Leave a Comment »

Aggregation for Data Warehouse, Part 2

Posted by Dylan Wan on April 9, 2007

In the aggregation for Data Warehouse, Part 1, I mentioned that there are multiple ways to do the aggregation for data warehouse. One of the method is to use the ETL tool to maintain the aggregated tables. Read the rest of this entry »

Posted in BI, Data Warehouse, ETL, Infomatica, Oracle Data Integrator, OWB, Sunopsis | 1 Comment »