Wednesday, August 31, 2011

OBIEE developing for the iPad

When developing OBIEE content for the iPad there some extra considerations:

  • Check if your licence covers the use of mobile devices!
  • Screen size: 1024 * 768 (Width * height) {Horizontal} when holding the iPad like this:image
  • Screen size: 768 * 1024 (width * height) {vertical} when holding the iPad like this:image
  • Although scrolling is a nice feature it kind of distracts from the message….
  • Graphs are rendered as static pic and have no drill functionally, add a (pivot) table for drilling.
  • background colour: most users prefer black or ‘broken’ white.
  • Don’t “crowd” the screen a maximum of 4 elements (tables / graph) seems to be a good rule of thumb.
  • A section size of 1010 * 650 seems to fit a horizontal screenimage
  • A section of 978 * 1165 seems to fit a vertical screenimage
  • Don’t set the background colour in the section, you will loose it a drill down.
  • Tell your user how to lock the orientation:image
  • scorecards are rendered as separate KPI’s and look completely different from a normal browser.

Till Next Time

Saturday, August 27, 2011

OBIEE11g Scorecarding Part 6

Look here for:

  • Part 1 Vision Document
  • Part 2 Mission Statement & Perspectives
  • Part 3 Watchlist & Objectives
  • Part 4 Goals & Startegy Tree
  • Part 5 Startegy Tree Assesment Formula, Initiatives

Besides the strategy tree OBIEE offers the possibility to create and Cause and Effect or Fishbone chart.

Cause and Effect chart:

Go to your strategy objective

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In the related items part drag the Causes, Effects and Intiatives

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In Scorecard Documents select Create Cause & Effect Map

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Drag in the objective you want tot process.

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And save the map.

An other feature is the Strategy Map.

Strategy Map:

Scorecard documents >> Strategy Map:

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Drag you main objective to the map

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Select Add Related Strategy Nodes:

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Rearrange them and add extra dependencies

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Till Next Time

Friday, August 26, 2011

OBIEE11g Scorecarding Part 5

Look here for:

STRATEGY TREE ASSEMENT FORMULA:

By default the OBIEE strategy is based on a worsted case scenario.

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In practise KPI’s are weighted against each other.

Open the top objective pane, locate the assessment formula and change it to weighted

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Change the weight of the KPI’s relative to each other

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Check the strategy tree:

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Let’s create some initiatives:

Initiatives:

“Initiatives are time-specific tasks or projects that are necessary to achieve objectives. As such, you can use initiatives that support objectives as milestones as they reflect progress toward strategy targets”

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Click the  new document symbol.

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Enter the name and description

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Add the start and due date

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add the KPI’s and pin them if necessary.

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Add any key resources for this initiative

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Drag the related objectives for this initiative into the related items section

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Till Next Time

Thursday, August 25, 2011

OBIEE11g Scorecarding Part 4

If you have read Part 1, Part 2 and Part 3 you will now have a Vision, a Mission, Perspectives, a KPI watch list and a main objective.

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Next we need to define the Goals within the main objective.

OBJECTIVE GOALS

Activate “My Main Objective” and press the new document symbol:

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Enter the name and description for the Financial Objective

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Set the perspective to financial.

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Do the same for “Customer”, “Internal Process”, “Learning and Growth” and any additional perspectives.

You can add "tree like” sub objectives if needed:

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Now we can add out KPI to our (sub) objective’s:

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Click Add KPI’s and select the right KPI

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The Same KPI can be used in several branches.

If all the KPI’s and objectives are in place you can create a strategy tree.

STRATEGY TREE

Select the highest level of the scorecard, Scorecard Documents, Create Strategy Tree.

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Open all the branches and and save it.

Till Next Time

Wednesday, August 24, 2011

OBIEE11g Scorecarding Part 3

If you have read:
  • Part 1 (Vision Document)
  • Part 2 (Mission Document and perspectives)
you will now have a Vision, a Mission and Perspectives.

WATCHLIST:

It’s time to collect al the KPI’s we want to use in our scorecard in a Watchlist:
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Scorecard Documents >> Create KPI Watchlist
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In the performance Tab click on add KPI:
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do this for all the KPI’s you want to use:
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Leave the hierarchy default
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On the details page add a description, set the owner and add related documents
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Save it:
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OBJECTIVES:

To full fill our Mission we need at least a main objective. The main objective is the placeholder for the perspective objectives.
Click on the new objective:
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Enter the name and description.
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Scroll a bit down to set the Business Owner.
Leave all the other fields as is for the moment.

Till Next Time

OBIEE Authentication & SSO with AD and WNA

Oracle Tech Note / White Paper:

Configuring authentication and SSO with Active Directory and Windows Native Authentication in OBIEE

Till Next Time

Tuesday, August 23, 2011

OBIEE11g Scorecarding Part 2

In Part 1 we made the vision document, next will make the Mission Statement:

MISSION STATEMENT:


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Scorecard Documents >> Create Mission


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In the document tab enter a mission. A mission is a road path for your vision. A vision can have several missions.


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In the details tab set the Business Owner, references to related documents and a short description.
Save your mission:
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PERSPECTIVES:


There are four standard perspectives that are defined by the Balanced Scorecard Methodology:

  • Financial — Groups objectives, initiatives, and KPIs that relate to or support the monetary or economic health and development of your organization.
  • Customer — Groups objectives, initiatives, and KPIs that pertain to or support your client base.
  • Internal Process — Groups objectives, initiatives, and KPIs that categorize and support your corporate internal policies and procedures.
  • Learning and Growth — Groups objectives, initiatives, and KPIs that relate to or support employee training and advancement.
These are based on the standard literature for implementing a balanced scorecard.
You can add your own perspective if needed:
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Enter a Perspective name, Bussines Owner an description
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If you want you can add some extra related documentation.
The KPI’s we will add later.
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Till Next Time