Tableau Best Practices for OBIEE
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Learn how can you create Tableau dashboards for OBIEE data that provide you valuable insight from business critical data without wasting a ton of time.
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Tableau Best Practices for OBIEE
- 1. Shankar Radhakrishnan, Co-founder of BI Connector 7 Best Practices To Become A Tableau Ninja For OBIEE
- 2. Connecting from Tableau to OBIEE OBIEE as a data source – What are the challenges? Demo - 7 Best Practices to follow Sneak Preview – Connecting from Tableau to OBIEE Reports Key Concepts
- 3. Connecting from Tableau to OBIEE –The Challenge Business has invested years and millions into building out the OBIEE RPD, security, and reports
- 4. Business Users love Tableau Data Discovery Visualization Mash-ups Speed of Change Quick to Learn ✓ ✓ ✓ ✓ ✓ Tableau delivers the missing self-service capabilities in OBIEE, but unable to reuse OBIEE metadata and security model
- 5. Challenges with CSV/Staging Area/Database Access • Manual, Laborious, Inefficient • Costly to maintain • Data duplication • Security issues • Information inconsistency between OBIEE results and Tableau results Tableau Users Struggle to Connect to OBIEE Native ODBC Driver doesn’t work • Connectivity issues • Requires extensive changes in OBIEE • Primary keys not possible for some tables
- 6. BI Connector Connects Tableau to OBIEE Seamless User Experience Secured by OBIEE security model No Changes to OBIEE, Reuse OBIEE business logic Cost and Time savings Easy Installation Quick visualization Mash-ups Information Consistency Best of Tableau + OBIEE OBIEE TABLEAU
- 7. OBIEE as a Data Source – Unique Challenges OBIEE TABLEAU OBIEE is unlike other data sources • Data Volume • Meta data • Complex schema • Joins in OBIEE • Security model
- 8. The 7 Best Practices to Follow Know your OBIEE data model Follow KISS Principle Stay within Star Schema Don’t touch that Update Now! Uncheck the Auto-Update Worksheet Use Filters First Worksheet, then Extract
- 9. 1. Important to know the OBIEE data model and OBIEE itself 2. Follow this failsafe approach until you are comfortable 1. Keep Tableau and OBIEE side by side 2. View the report in OBIEE 3. Identify Subject Area, Folders and Columns in OBIEE 4. Connect to the same OBIEE environment from Tableau 5. Create visualization in Tableau 6. Verify the results with OBIEE Know Your OBIEE
- 10. OBIEE data models are complex, so start simple Start with a small model • Fact + 2 Dimension including Time Tableau doesn’t support Hierarchy, be aware. Gain experience with simple data models, then experiment with complex visualizations Follow KISS Principle
- 11. Watch out for subject areas with multiple star schemas OBIEE doesn’t like join across star schemas Select Tables only from a single star schema Stay within Star Schema Subject Area Fact 1 Fact 2 Dim 1 Dim 2 Dim 3 Dim 4 Dim 5 Dim 6 Dim 7 Dim 8
- 12. Update Now is expensive • Select * from Table query Hide unused columns Use filters Unexpected Error ? • Reasons: Underlying OBIEE RPD column errors • Missing physical mapping Join of Tables from different Star Schemas Don’t Click That Update Now!
- 13. Each drag and drop into worksheet could be a separate OBIEE query Expensive In worksheet, disable Auto- Update Worksheet Drag and drop dimensions and measures Update worksheet to get data Faster time to report Un-check the Auto-Update Worksheet
- 14. Millions of rows in OBIEE Fact tables Performance issue Use Filters to query only the required data Faster queries Shorter report creation time Use Filters
- 15. Visualize in Tableau Worksheet before extracting OBIEE data • Visualization verifies that the data is correct Verify in OBIEE if needed • Extract only required columns Use Hide Unused Column feature Eliminates OBIEE RPD errors in unused columns • Apply Filters to extract required data First Worksheet, Then Extract
- 16. Recap of 7 Best Practices
- 17. Benefits of 7 Best Practices • Access OBIEE data in live or extract methods • Access via browser or Tableau Desktop • Visualize, mash-up, publish, consume • Create “Governed” OBIEE data source for Tableau • No changes in OBIEE, No coding required • Alleviate OBIEE performance issues using Tableau/BI Connector • Connect to OBIEE 10g, 11g, 12c Business Users IT
- 18. Download free trial at www.biconnector.com Happy Analysis! To participate in OBIEE Reports Beta Program Contact: [email protected]