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Essbase Data Insights with Power BI
Session 8326
Session Agenda
 Introductions
 The Why
 The What
 The How
 The Cool Stuff
 Conclusion
Introductions
Who are we?
About the Speaker - Kellyn
@DBAKevlar
dbakevlar.com
Data Platform Architect, Microsoft
• Multi-platform DBA, (Oracle, MSSQL, MySQL,
Sybase, PostgreSQL, Informix…)
• Oracle ACE Director, (Alumni)
• Oak Table Network Member, (Oracle)
• Idera ACE Alumni 2018, (MS)
• Friend of Redgate 2019, (MS)
• STEM education with Raspberry Pi and Python,
including DevOxx4Kids, Oracle Education
Foundation and TechGirls
• Former President, Rocky Mtn Oracle User Group
• Current President, Denver SQL Server User Group
• Linux and DevOps author, instructor and
presenter.
About the Speaker - Opal
Vision Team Practice Lead, interRel Consulting
• Oracle ACE Director
• Oracle Certified Specialist (EPRCS & EPBCS)
• ~20 years working with Oracle EPM/BI
• ~15 years presenting technical and professional
development sessions at conferences
• ODTUG Kscope19 Conference Chair
• Former ODTUG Board Director
• Co-author/author of multiple books on Oracle
EPM/BI Cloud:
• Enterprise Performance Reporting Cloud (EPRCS)
• Planning & Budgeting Cloud (PBCS)
• Analytics Cloud (OAC)
@opal_epm
womaninepm.com
What this Session is NOT
A bakeoff between Microsoft Power BI and Oracle
Analytics Cloud
A session to prove that one tool reigns supreme in features
and functionality
A sales pitch to buy one tool over the other
The Why
Why did we do this?
Two geeks.
Two rival products.
Because we can.
Recent Microsoft & Oracle Cloud News
https://www.crn.com/news/cloud/rivals-microsoft-and-oracle-partner-to-connect-clouds
The What
What is Power BI? What is OAC?
About
Microsoft
Power BI
Power BI- High Level
 Analytics tool and service that offers interactive and paginated
reports, dashboards and apps.
 Connects to over 90 different data sources, including relational, flat
files, web sites and big data.
 Interface options similar to Excel to data science and machine
learning capabilities for advanced users
The Basics
 Perform direct access if datasets aren’t imported directly into Power BI.
 Can clean, transform and refresh data inside of Power BI.
 Using Power BI Gateway, connect to dozens of data sources
 100’s of visualizations, including custom visualizations
 Support for Data Analysis Expressions,(DAX) Python and R, etc.
https://dax.guide/
Analysis Services,
(Server) →
Power BI Pro Power BI Premium Power BI
Embedded
Power BI
Desktop
Power BI Service
→
Azure Data Factory,
 (SSIS)
 Power BI
Gateway
 Databricks
Power BI Version Usage Pricing Model
Power BI Desktop Personal Use, no sharing capability, no
shared workspaces, etc.
Free
Power BI Pro Full Share rights with other Power BI Pro
Users
1Gb dataset max, 8 refreshes per day.
$10/month
Power BI Premium Enterprise Level, share with any user in
tenant, pro users are content creators.
10Gb dataset capability, 48 refreshes
per day.
$4995 per month, with
dedicated capacity, parallel
processing, on-premises PBRS.
Power BI Embedded App development use Charge per embedded
deployment
https://powerbi.microsoft.com/en-us/pricing/
Power BI Pricing
About
Oracle Analytics
Cloud - Essbase
Oracle Analytics Cloud (OAC)
 Essbase with Reporting & Analysis
 Standard
 Data Visualization Cloud Service (DVCS)
 Data Visualization Desktop (50 licenses per OCPU)
 Essbase
 Standard +
 Oracle Smart View
 Oracle Essbase
 Scenario Management, Sandboxing, Partitioning, Drill through
for Essbase
 Enterprise
 Essbase +
 Business Intelligence (dashboards)
 BI Publisher
 Day by Day
Essbase
StandardEnterprise
Smart
View
BI Cloud
DV
Desktop
BI
Publisher
DV
Cloud
Day by
Day
Oracle Managed – Autonomous Analytics
 OAC Classic = User managed OAC
 Requires infrastructure setup and configure
 Requires technical resources to support
 Client managed application of patches, backups, etc.
 Full access to instance, scripting
 OAC = Autonomous Analytics Cloud
 Introduced in May 2018
 Oracle managed OAC instance
 Set up and configuration much easier
 Requires much less of technical resource to support
 Oracle automatically applies patches
 Many aspects locked down
User
Managed –
More control
Oracle
Managed –
Less Control
Can’t run MaxL on server / no
access to server
NO CDFs
Can’t change the server shape
(number of OCPUs, memory)
No control over when patching
applied (currently prod and dev
patched the same time)
Able to run MaxL
Able to created and use CDFs
Start / Stop instance, Control
patches and shape
Change server shape as
needed without interaction with
Oracle
OAC Essbase
 Multidimensional cubes are supported in the Cloud
 Create cubes quickly from spreadsheets!
 Multidimensional view of data through dimensions
 Common grouping or hierarchy of master data (e.g. Organization,
Product, Accounts)
 Data is stored for fast analysis & reporting
 Hybrid (default), ASO, and BSO supported
 Powerful calculations
 Granular security
 Enterprise-wide analytics & departmental focused analytics
 Partitioning, drill through
 File based and SQL based dim builds and data loads
 Sandboxing & Scenario Management
https://cloud.oracle.com/en_US/oac/pricing
Current OAC Essbase Pricing
*Everything is expected to change this month
Pre-Recorded Demo: The Underlying Essbase Cube
Pre-Recorded Demo: The Essbase Data
The How
How do you connect Power BI to Essbase Cloud?
Power BI Architecture
AD
Sync
Datasets
Dashboards
Reports
Power BI Service
O365 Groups
Power BI
Personal
Gateway
Power BI DesktopPower BI Gateway
Datasources
Datasources
Direct Query Refreshes
Azure Service Bus Relay
Publish
DesktopServer
Datasources
Connection Steps
 ODBC, (Database Only)
 Export Data as Excel and Load Offline as Cube
 Export Data as CSV and Load Offline as Table
 Web Scraping
 Rest API, using Data Direct
Export Option
Import Data to Power BI
 As a Table
 Power BI Desktop → Get Data → CSV/txt → browse to file → import →Rename
Table
 As Cube
 Power BI Desktop → Get Data → Excel → browse to file → import --> Bring each
table into data view:
Remove first nine rows
Make (new) first row column names
Remove storage column
Create Dimensional Date table to support cube
Data Direct Docker Container
 Download docker image
 Create docker container with proper port settings
 Log in:
docker exec -it dd_OAC "bash"
Install Docker Container to host Rest API
Connect to Web Source
 Power BI Desktop → Get Data → Web:
 <Oracle Application Cloud URL>:Port:hdpui
 Login with credentials as you would for OAC
 Web document with tables to connect to
 Choose to import or direct query
 Click OK
 Massage data as you would in Excel Cube steps
Benefits of Each
 Data Direct Rest API allows with real time interaction with data.
 Excel cube export allows for multi-dimensional model and use of m-
code to build template, (repeatable on each new load.)
 Table export as CSV gave cleanest, simplest view of data to work with.
Required least massaging of data to get working model.
Data Refresh Options
 Data Direct- Direct query, but often the connection failed and same
with import refresh. This was due to timeouts on network and web
portal.
 Exports, Excel and CSV- create shared file location and create script to
refresh on regular interval of export of data. Power BI user can click on
“Refresh” in interface to update data.
The Cool Stuff
What cool things were discovered?
Power BI – The Cool Stuff
• Ability to create visualizations, calculations and measures in just
a matter of minutes.
• Add graphics, backgrounds and professional reports easier
than working with Excel.
• Datasets can be refreshed on regular basis, but also stored as
part of report with other pro users or in the cloud.
• Can create multi-tab, interactive reports or build out
paginated/pixel-perfect reports with Power BI Report Server
options.
• Using Predictive Analytics, even someone unfamiliar with the
data, (like Kellyn) could easily derive value and understanding.
Power BI Output
Power BI Output cont.
Power BI Output cont.
Demonstrate trends over time.
Export Data Refreshes
• Source to folder can be designated
in Power BI
• Regular interval of exports can be
performed to this folder.
• Refreshing the report will update the
data in the Power BI reports, etc.
• Power BI Gateway can be used to
connect to the folder to the web
service.
• Less overhead than the Rest API, both
technical and network wise.
#!/bin/bash
mv ~/<dir with file>/Sales_*.csv Sales_pbi.csv
LD=~/<dir with file drop>/Sales_pbi.csv
RD=/home/www
# Path to SSH ID file (private key)
ID=~/.ssh/id_rsa
USER=username
HOST=<scphost>.com
BD="$LD/`date +%F`"
mkdir $BD
$USER@$HOST:$RD/. $BD
Automate Script Refresh
OAC Essbase – The Cool Stuff
• Fast, central data mart able to pinpoint and retrieve data quickly
• Can be integrated directly into Excel (using Smart View) to perform ad
hoc analysis against data and to create grid reports, while leveraging
native Excel features
• Can connect to a wide variety of data sources, and the list is
expanding!
• Direct integration with databases, harnessing both the power of multi-
dimensional in addition to relational
• Offers its own set of charting and dashboarding tools within the OAC
suite that can visualize and explore data quickly
In Summary
What did we learn?
Conclusion
Power BI offers an option to provide or enhance
existing analytics from exported data sets with
OAC Essbase, even for the novice user, at a very
low cost.
Lessons Learned
 Data is data – any good tool will find a way to connect to it
 Analytics tools do not always speak each other's languages, but the
fundamental concepts are relatively the same
 Although Oracle now has multiple partnerships with Microsoft, that does
not extend to all products – tread carefully
Questions?
Reference Power BI File Download Links:
Table: https://www.dropbox.com/s/cx369so0v7jr56u/kscope_tbl2.pbix?dl=0
Cube: https://www.dropbox.com/s/su462a05pb9ycb9/1st_kscope.pbix?dl=0
Power BI with Essbase in the Oracle Cloud

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Power BI with Essbase in the Oracle Cloud

  • 1.
  • 2. Essbase Data Insights with Power BI Session 8326
  • 3. Session Agenda  Introductions  The Why  The What  The How  The Cool Stuff  Conclusion
  • 5. About the Speaker - Kellyn @DBAKevlar dbakevlar.com Data Platform Architect, Microsoft • Multi-platform DBA, (Oracle, MSSQL, MySQL, Sybase, PostgreSQL, Informix…) • Oracle ACE Director, (Alumni) • Oak Table Network Member, (Oracle) • Idera ACE Alumni 2018, (MS) • Friend of Redgate 2019, (MS) • STEM education with Raspberry Pi and Python, including DevOxx4Kids, Oracle Education Foundation and TechGirls • Former President, Rocky Mtn Oracle User Group • Current President, Denver SQL Server User Group • Linux and DevOps author, instructor and presenter.
  • 6. About the Speaker - Opal Vision Team Practice Lead, interRel Consulting • Oracle ACE Director • Oracle Certified Specialist (EPRCS & EPBCS) • ~20 years working with Oracle EPM/BI • ~15 years presenting technical and professional development sessions at conferences • ODTUG Kscope19 Conference Chair • Former ODTUG Board Director • Co-author/author of multiple books on Oracle EPM/BI Cloud: • Enterprise Performance Reporting Cloud (EPRCS) • Planning & Budgeting Cloud (PBCS) • Analytics Cloud (OAC) @opal_epm womaninepm.com
  • 7. What this Session is NOT A bakeoff between Microsoft Power BI and Oracle Analytics Cloud A session to prove that one tool reigns supreme in features and functionality A sales pitch to buy one tool over the other
  • 8. The Why Why did we do this?
  • 9. Two geeks. Two rival products. Because we can.
  • 10. Recent Microsoft & Oracle Cloud News https://www.crn.com/news/cloud/rivals-microsoft-and-oracle-partner-to-connect-clouds
  • 11. The What What is Power BI? What is OAC?
  • 13. Power BI- High Level  Analytics tool and service that offers interactive and paginated reports, dashboards and apps.  Connects to over 90 different data sources, including relational, flat files, web sites and big data.  Interface options similar to Excel to data science and machine learning capabilities for advanced users
  • 14. The Basics  Perform direct access if datasets aren’t imported directly into Power BI.  Can clean, transform and refresh data inside of Power BI.  Using Power BI Gateway, connect to dozens of data sources  100’s of visualizations, including custom visualizations  Support for Data Analysis Expressions,(DAX) Python and R, etc. https://dax.guide/
  • 15. Analysis Services, (Server) → Power BI Pro Power BI Premium Power BI Embedded Power BI Desktop Power BI Service → Azure Data Factory,  (SSIS)  Power BI Gateway  Databricks
  • 16. Power BI Version Usage Pricing Model Power BI Desktop Personal Use, no sharing capability, no shared workspaces, etc. Free Power BI Pro Full Share rights with other Power BI Pro Users 1Gb dataset max, 8 refreshes per day. $10/month Power BI Premium Enterprise Level, share with any user in tenant, pro users are content creators. 10Gb dataset capability, 48 refreshes per day. $4995 per month, with dedicated capacity, parallel processing, on-premises PBRS. Power BI Embedded App development use Charge per embedded deployment https://powerbi.microsoft.com/en-us/pricing/ Power BI Pricing
  • 18. Oracle Analytics Cloud (OAC)  Essbase with Reporting & Analysis  Standard  Data Visualization Cloud Service (DVCS)  Data Visualization Desktop (50 licenses per OCPU)  Essbase  Standard +  Oracle Smart View  Oracle Essbase  Scenario Management, Sandboxing, Partitioning, Drill through for Essbase  Enterprise  Essbase +  Business Intelligence (dashboards)  BI Publisher  Day by Day Essbase StandardEnterprise Smart View BI Cloud DV Desktop BI Publisher DV Cloud Day by Day
  • 19. Oracle Managed – Autonomous Analytics  OAC Classic = User managed OAC  Requires infrastructure setup and configure  Requires technical resources to support  Client managed application of patches, backups, etc.  Full access to instance, scripting  OAC = Autonomous Analytics Cloud  Introduced in May 2018  Oracle managed OAC instance  Set up and configuration much easier  Requires much less of technical resource to support  Oracle automatically applies patches  Many aspects locked down User Managed – More control Oracle Managed – Less Control Can’t run MaxL on server / no access to server NO CDFs Can’t change the server shape (number of OCPUs, memory) No control over when patching applied (currently prod and dev patched the same time) Able to run MaxL Able to created and use CDFs Start / Stop instance, Control patches and shape Change server shape as needed without interaction with Oracle
  • 20. OAC Essbase  Multidimensional cubes are supported in the Cloud  Create cubes quickly from spreadsheets!  Multidimensional view of data through dimensions  Common grouping or hierarchy of master data (e.g. Organization, Product, Accounts)  Data is stored for fast analysis & reporting  Hybrid (default), ASO, and BSO supported  Powerful calculations  Granular security  Enterprise-wide analytics & departmental focused analytics  Partitioning, drill through  File based and SQL based dim builds and data loads  Sandboxing & Scenario Management
  • 21. https://cloud.oracle.com/en_US/oac/pricing Current OAC Essbase Pricing *Everything is expected to change this month
  • 22. Pre-Recorded Demo: The Underlying Essbase Cube
  • 23. Pre-Recorded Demo: The Essbase Data
  • 24. The How How do you connect Power BI to Essbase Cloud?
  • 25. Power BI Architecture AD Sync Datasets Dashboards Reports Power BI Service O365 Groups Power BI Personal Gateway Power BI DesktopPower BI Gateway Datasources Datasources Direct Query Refreshes Azure Service Bus Relay Publish DesktopServer Datasources
  • 26. Connection Steps  ODBC, (Database Only)  Export Data as Excel and Load Offline as Cube  Export Data as CSV and Load Offline as Table  Web Scraping  Rest API, using Data Direct
  • 28. Import Data to Power BI  As a Table  Power BI Desktop → Get Data → CSV/txt → browse to file → import →Rename Table  As Cube  Power BI Desktop → Get Data → Excel → browse to file → import --> Bring each table into data view: Remove first nine rows Make (new) first row column names Remove storage column Create Dimensional Date table to support cube
  • 29. Data Direct Docker Container  Download docker image  Create docker container with proper port settings  Log in: docker exec -it dd_OAC "bash" Install Docker Container to host Rest API
  • 30. Connect to Web Source  Power BI Desktop → Get Data → Web:  <Oracle Application Cloud URL>:Port:hdpui  Login with credentials as you would for OAC  Web document with tables to connect to  Choose to import or direct query  Click OK  Massage data as you would in Excel Cube steps
  • 31. Benefits of Each  Data Direct Rest API allows with real time interaction with data.  Excel cube export allows for multi-dimensional model and use of m- code to build template, (repeatable on each new load.)  Table export as CSV gave cleanest, simplest view of data to work with. Required least massaging of data to get working model.
  • 32. Data Refresh Options  Data Direct- Direct query, but often the connection failed and same with import refresh. This was due to timeouts on network and web portal.  Exports, Excel and CSV- create shared file location and create script to refresh on regular interval of export of data. Power BI user can click on “Refresh” in interface to update data.
  • 33. The Cool Stuff What cool things were discovered?
  • 34. Power BI – The Cool Stuff • Ability to create visualizations, calculations and measures in just a matter of minutes. • Add graphics, backgrounds and professional reports easier than working with Excel. • Datasets can be refreshed on regular basis, but also stored as part of report with other pro users or in the cloud. • Can create multi-tab, interactive reports or build out paginated/pixel-perfect reports with Power BI Report Server options. • Using Predictive Analytics, even someone unfamiliar with the data, (like Kellyn) could easily derive value and understanding.
  • 37. Power BI Output cont. Demonstrate trends over time.
  • 38. Export Data Refreshes • Source to folder can be designated in Power BI • Regular interval of exports can be performed to this folder. • Refreshing the report will update the data in the Power BI reports, etc. • Power BI Gateway can be used to connect to the folder to the web service. • Less overhead than the Rest API, both technical and network wise.
  • 39. #!/bin/bash mv ~/<dir with file>/Sales_*.csv Sales_pbi.csv LD=~/<dir with file drop>/Sales_pbi.csv RD=/home/www # Path to SSH ID file (private key) ID=~/.ssh/id_rsa USER=username HOST=<scphost>.com BD="$LD/`date +%F`" mkdir $BD $USER@$HOST:$RD/. $BD Automate Script Refresh
  • 40. OAC Essbase – The Cool Stuff • Fast, central data mart able to pinpoint and retrieve data quickly • Can be integrated directly into Excel (using Smart View) to perform ad hoc analysis against data and to create grid reports, while leveraging native Excel features • Can connect to a wide variety of data sources, and the list is expanding! • Direct integration with databases, harnessing both the power of multi- dimensional in addition to relational • Offers its own set of charting and dashboarding tools within the OAC suite that can visualize and explore data quickly
  • 41. In Summary What did we learn?
  • 42. Conclusion Power BI offers an option to provide or enhance existing analytics from exported data sets with OAC Essbase, even for the novice user, at a very low cost.
  • 43. Lessons Learned  Data is data – any good tool will find a way to connect to it  Analytics tools do not always speak each other's languages, but the fundamental concepts are relatively the same  Although Oracle now has multiple partnerships with Microsoft, that does not extend to all products – tread carefully
  • 44. Questions? Reference Power BI File Download Links: Table: https://www.dropbox.com/s/cx369so0v7jr56u/kscope_tbl2.pbix?dl=0 Cube: https://www.dropbox.com/s/su462a05pb9ycb9/1st_kscope.pbix?dl=0