Integration Overview, Example Data Model & Reports for Oracle Business Intelligence Cloud Service

Transcription

1 Integration Overview, Example Data Model & Reports for Oracle Business Intelligence Cloud Service Oracle Field Service Cloud Product Management November 2016

2 Key Objectives Integration Overview Walkthrough - Example Data Models & Reports Integration Setup and Configuration

3 Disclaimer Sample code is provided for demonstrative purposes or to assist your integration or administration efforts. Your use rights and restrictions for each sample content and code are described in the applicable license agreement. Except as may be expressly stated in the applicable license agreement or product documentation, sample code is provided "as is" and is not supported by Oracle.

4 Agenda Integration Overview Data Models and Reports Setup and Configuration

5 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Integration Overview Enables Oracle Field Service Cloud users to easily integrate Daily Extract Files to Oracle Business Intelligence Cloud Service. Integration lets you use the comprehensive analytic tools and intuitive interface of Oracle Business Intelligence Cloud Service to process Oracle Field Service Cloud data. Example Data Models and Reports will be provided as a quick start reference.

6 Agenda Integration Overview Data Models and Reports Setup and Configuration

7 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Modeler Data Modeler is a component that enables you to model data in Oracle Business Intelligence Cloud Service. Data modeler use fact tables, which contain data for measuring business performance, and dimension tables, which contain values that represent the business entities you measure. Data Modeler enable to add source tables and views to the model, specify joins, create hierarchies to support drilling, and perform other data modeling tasks on Oracle Field Service cloud data. Example Activity, Message & User Data Models will be provided.

8 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - Activity Fact table: Activities Dimension tables: Time [Total, Year, Quarter, Month, Day] Activity Type [Total] Work Zone [Total] Provider [Total] Geography [Total, State, City, Zip] Status [Total]

9 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - Message Fact table: Messages Dimension tables: Time [Total, Year, Quarter, Month, Day] Message Type [Total] Activities [Total,Activities,Provider] Result [Total]

10 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - User Fact table: User Dimension tables: Time [Total, Year, Quarter, Month, Day] Provider [Total]

11 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Activity by Activity Type/Job Count by Type Displays the total number of activities by work type per resource for the month User can quickly see the most active job types

12 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Activity/Work-Zone Job Distribution Representation of Job distribution across work zones User can quickly see the work zone job distribution for the selected month

13 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Technician Overview High Level Representation of Technicians Lists route date, start time, stop time, job duration, and travel time data for each technician

14 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Oracle Field Service Cloud Tiles Displays a summary of Activities and resources Displays the company-wide total number of resources, work orders, completed jobs, cancelled jobs, and work orders per technician

15 Agenda Integration Overview Data Models and Reports Setup and Configuration

16 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Integration Setup Integration enables the delivery of Oracle Field Service Cloud Daily Extract Files to Oracle Business Intelligence Cloud Daily Extract files are delivered on a daily basis Configuration set up required for Integration: Business Intelligence Cloud Service Access Configuration Business Intelligence Cloud Service Event Data Configuration Integration setup is be available in Oracle Field Service Cloud under Configuration -> Daily Extract Configuration

17 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Integration Setup Select BICS settings to access the connection configuration Enter the Oracle Business Intelligence Cloud Service authentication parameters including: URL Identify Domain User Name Password Confirm Password Select Test Connection followed by OK

18 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Configuration Event Data Configuration defines the data to be pushed to Oracle Business Intelligence Cloud Service User can configure the entities to be pushed to Oracle Business Intelligence Cloud Service User can configure the event attributes to be pushed to Oracle Business Intelligence Cloud Service

19 Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Setup Data Synchronization Data synchronization provides Oracle Field Service Cloud daily extract data in Oracle Business Intelligence Cloud on a daily basis On completion of synchronization Daily Extract Configuration page will be reflected with the most current status

20 Importing Configuration XML Setup Import Configuration XML The Data Configuration XML contains Daily Extract Configuration used the example Data Model and Reports Download configuration xml file Demo_Daily Extract Configuration.xml (Need to update with Repository path once finalized) Go to Oracle Field Service Configuration page, select Daily Extract Configuration Click Import option Locate and Import the Demo_Daily_Extract Configuration.xml file that you downloaded above

21 Importing Configuration XML Setup Import Configuration XML Daily Extract Configurations will be imported to Oracle Field Service Cloud Note: Impact of importing a configuration XML to the existing configurations Importing the file will overwrite an existing configuration with same name. A warning message should appear prompting you to agree to the change. Configuration with different names will be updated along with the existing configuration.

22 Importing Example Data Model Setup Import Example Data Model & Reports Download sample data model OFSC_DataModel_Snapshot.bar from attachments Open console in Oracle Business Intelligence Cloud Service instance and select Snapshots and Models

23 Importing Example Data Model Setup Import Example Data Model & Reports Click Upload Snapshot button under snapshot system state

24 Importing Example Data Model Setup Import Example Data Model & Reports In the newly opened form choose the downloaded file data_model.bar, provide the password and click OK button

25 Importing Example Data Model Setup Import Example Data Model & Reports Click Manage snapshot button in the right corner of newly uploaded data mode. Select Restore item from menu

26 Importing Example Data Model Setup Import Example Data Model & Reports Select ALL checkboxes in Restore Snapshot dialog box Click Restore button

27 Importing Example Data Model Setup Import Example Data Model & Reports Select Yes in the warning message box Note: Restoring to this Snapshot may impact active user sessions, and will overwrite the Application Roles, Catalog and Data Model

28 Importing Example Data Model Setup Import Example Data Model & Reports Inserting missing views into data model Go to modeler and open data model OFSC_DEMO Note: Snapshot file doesn t contain the views ACTIVITY_TYPE & PROVIDER_TYPE. User has to manually insert this into Oracle Business Intelligence Cloud data model for the working of example data model & reports.

29 Importing Example Data Model Setup Import Example Data Model & Reports Click on Lock to Edit on the right corner for updating the modeler

30 Importing Example Data Model Setup Import Example Data Model & Reports From the Database menu in the left pane, click Actions, then click Create View

31 Importing Example Data Model Setup Import Example Data Model & Reports In the View editor, specify the name of the view - ACTIVITY_TYPE

32 Importing Example Data Model Setup Import Example Data Model & Reports From the SQL Query tab, paste the below SQL query for the source view SELECT DISTINCT "DEMO_TYPE_LIST"."ACTIVITY_GROUP", TO_NUMBER("DEMO_TYPE_LIST"."TYPE_ID") AS "TYPE_ID", "DEMO_TYPE_LIST"."TYPE_LABEL", "DEMO_TYPE_LIST"."TYPE_LANG", "DEMO_TYPE_LIST"."TYPE_NAME", "DEMO_TYPE_LIST"."TYPE_TEXT FROM "DEMO_TYPE_LIST WHERE DEMO_TYPE_LIST"."TYPE_NAME" = 'activity Click Save and Close

33 Importing Example Data Model Setup Import Example Data Model & Reports Create another view with Name - PROVIDER_TYPE by following the same steps described above using the below SQL query. SELECT DISTINCT "DEMO_TYPE_LIST"."ACTIVITY_GROUP", TO_NUMBER("DEMO_TYPE_LIST"."TYPE_ID") AS "TYPE_ID", "DEMO_TYPE_LIST"."TYPE_LABEL", "DEMO_TYPE_LIST"."TYPE_LANG", "DEMO_TYPE_LIST"."TYPE_NAME", "DEMO_TYPE_LIST"."TYPE_TEXT" FROM "DEMO_TYPE_LIST" WHERE "DEMO_TYPE_LIST"."TYPE_NAME" = 'provider'

34 Importing Example Data Model Setup Import Example Data Model & Reports Click Publish model button to permanently save the changes

35 Importing Example Data Model Setup Import Example Data Model & Reports The fact tables and dimension tables included in the example data model OFSC_Demo will be available

36 Importing Example Data Model Setup Import Example Data Model & Reports Go to Catalog and choose OFSC-DEMO folder to see all the sample reports created with the data model Note: Example Data Models and Reports are dependent on the data being pushed as part of the Daily Extract file User should make sure that Daily Extract file has been delivered with appropriate data.

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