integration overview, example data model & reports for ... · oracle business intelligence...

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Integration Overview, Example Data Model & Reports

for Oracle Business Intelligence Cloud Service Oracle Field Service Cloud Product Management

November 2016


Key Objectives

Integration Overview

Walkthrough - Example Data Models & Reports

Integration Setup and Configuration


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.

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Data Models and Reports

Setup and Configuration

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Agenda

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Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration

• 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.






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Agenda

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• 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.

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Modeler


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]

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - Activity


Fact table:

• Messages

Dimension tables:


• Message Type [Total]

• Activities [Total,Activities,Provider]

• Result [Total]

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - Message


Fact table:

• User

Dimension tables:


• Provider [Total]

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Model - User


• Displays the total number of activities by work type per resource for the month

• User can quickly see the most active job types

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Activity by Activity Type/Job Count by Type


• Representation of Job distribution across work zones

• User can quickly see the work zone job distribution for the selected month

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Activity/Work-Zone Job Distribution


• High Level Representation of Technicians

• Lists route date, start time, stop time, job duration, and travel time data for each technician

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Technician Overview


• 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

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Example Report - Oracle Field Service Cloud Tiles





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Agenda

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• 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

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

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Integration Setup


• 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

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Data Configuration


• 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

Oracle Field Service Cloud Oracle Business Intelligence Cloud Integration Setup – Data Synchronization


• 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

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.

Setup – Import Configuration XML Importing Configuration XML


• Download sample data model OFSC_DataModel_Snapshot.bar from attachments

• Open console in Oracle Business Intelligence Cloud Service instance and select Snapshots and Models

Importing Example Data Model Setup – Import Example Data Model & Reports


Importing Example Data Model

• Click Upload Snapshot button under snapshot system state

Setup – Import Example Data Model & Reports


• In the newly opened form choose the downloaded file data_model.bar, provide the password 11111111 and click OK button



• Click Manage snapshot button in the right corner of newly uploaded data mode.

• Select Restore item from menu



• Select ALL checkboxes in Restore Snapshot dialog box

• Click Restore button



• 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



• 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.



• Click on Lock to Edit on the right corner for updating the modeler



• From the Database menu in the left pane, click Actions, then click Create View



• In the View editor, specify the name of the view - ACTIVITY_TYPE



• 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



• 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'



• Click Publish model button to permanently save the changes



• The fact tables and dimension tables included in the example data model OFSC_Demo will be available



• 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.


integration overview, example data model & reports for ... · oracle business intelligence...

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