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Insights – An Open-Source Visualisation Platform for OBIEE

On and off over the last year, I have spent some time developing a customisable framework for building visualisations and dashboards, using OBIEE as the back-end. The result is Insights, a JavaScript web application that offers a modern alternative to OBIEE Answers. As of today, we have officially open sourced the project, so you are free to download, install, hack and contribute as you please.

The primary motive for building this application was to meet some very bespoke reporting requirements for a client, which I mention in my previous blog describing the prototype. During this piece of work I wrote an object orientated interface for the OBIEE web services. The icing on the cake was tying it into Tom Underhill's Visual Plugin Pack.

You can see more information about Insights in a presentation that I did at the recent UKOUG conference here: Bridging the Gap: Enhancing OBIEE with a Custom Visualisation Platform

Since then a lot of the work has been put in to make it developer friendly, visually appealing and hopefully easier to use. I'll be the first to admit that it's far from perfect, but it should be a decent starting point.

Getting Started

In order to use Insights you will need OBIEE 11.1.1.9 or above. Additionally, the application has only been tested using IE11 or Chrome browsers and so compatibility with other browsers cannot be guaranteed.

First, download the application or fork the Git repository.

There is an installation guide in the project at docs/installation.html. Follow this guide to deploy the application on your OBIEE server.

Demo

This is a quick step-by-step demonstration creating a basic dashboard, showing off some of the features in the application (apologies if the GIFs take a while to load).

First you log in, using your usual OBIEE credentials. The homepage shows some pre-configured dashboards here, but we're going to click the pencil to create a new one.

Logging in

Next I've dragged in some columns from my subject area, Sample App and run the query, displaying the default table plugin.

Add Columns

In this step, I've gone to the configuration tab, and changed the colour of my table.

Configuration

Now I change the plugin type using the drop down menu at the top. Notice that my previous table visualisation gets stored on the right. By clicking the Store button manually, it also adds my new pie chart. Then we can flick between them easily.

Store Pie Chart

Filters can be added by clicking the icon next to the column on the subject area panel.

Filters

Adding in a sunburst chart, and playing with some of the colours here.

Sunburst

Now we have our visualisations, we can begin constructing our dashboard. You can freely move around and resize the visualisations as you choose. I recommend hiding the panels for this, as the full screen is much closer to what users will see when viewing the dashboard.

Dashboard

The next GIF shows the interaction framework, which can be used to implement UI features where the user interacts with one visualisation and another visualisation on the page reacts to it. In its most basic form, each plugin type can be filtered - where OBIEE runs the query again. Although more complex reactions that are specific to a certain chart type can also be configured, as seen below with the sunburst chart.

Interactivity

Dashboard prompts can be added by clicking the filter icon next to one of the RPD columns. Any visualisations using this subject area will respond to the prompt. The prompt box can be freely placed on the canvas like any other object.

Dashboard Prompt

Finally, we can save the object to the web catalogue. This saves as a hidden analysis object in the OBIEE web catalogue and contains all of the information to recreate the dashboard when loading. All OBIEE security features are preserved, so users will only be able to access folders and reports they have permissions for.

Save to Web Catalogue

Finished dashboards can be viewed in the application once they have been saved. The dashboard viewer will show all dashboard objects in that folder as different pages, available from the left pane. Images can be exported to PNG and PDF as well as data from the visualisations exporting to Excel and CSV.

Viewing Dashboards

So How Do I Learn More?

The slides that I did at UKOUG describing Insights give a comprehensive overview of the design behind the tool. You can find them here.

Summary

In a nutshell, those are the main features of the application. Feel free to try it out and have a read through the documentation (available through the application itself or offline as HTML files in the docs directory).

As an open source application there is no official support, however if you experience any bugs or have any requests for enhancements, please post them on the issue tracker.

We hope you enjoy using the app and if you would like to enlist our expertise to help you deploy and develop using this platform, feel free to contact us to discuss it further.

Oracle Planning and Budgeting Cloud (PBCS) – December Update

For information on the December 2016  Updates to Oracle Planning and Budgeting Cloud (PBCS),  please review the following:

Announcements:

  • Monthly Update Schedule - the latest updates will be applied to your test environment on Friday, December 2, 2016 and to your production environment on Friday, December 16, 2016. The update will be applied during your scheduled daily maintenance window.
New Features:
  • New REST APIs
  • Access Logs that List Daily User Activity 
  • Sandboxes Are Now Enabled by Cube 
  • Predictive Planning for Web Integration 
  • Related Content: Financial Reporting Web Studio 
  • Hide Grid Lines in Financial Reporting Web Reports 
  • Add a Filter to Repository Items

    Defects Fixed:

    • A full list of fixed defects can be found here.

    Removal of Support:

    • Standard Interface (Enterprise Planning and Budgeting Cloud Workspace)
    • Financial Reporting Studio Desktop Client

    Learn what's new and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.


    For more information, you can also visit the My Oracle Support (MOS) Knowledge Article below:

    Enterprise Performance Management Cloud Release Highlights
    Doc ID 2055579.1

    Oracle Financial Consolidation and Close Cloud – December 2016 Update

    For information on the December 2016 Updates to Oracle Financial Consolidation and Close Cloud (FCCS),  please review the following:

    Announcements:

    • Monthly Update Schedule - the latest updates will be applied to your test environment on Friday, December 2, 2016 and to your production environment on Friday, December 16, 2016. The update will be applied during your scheduled daily maintenance window

    Defects Fixed:

    • 24926908 - When an account has an account type of Saved Assumption and Time Balance of  Flow, the data should accumulate over time.
    • 24905454 - Data Entity Input Intersections do not always clear for Parent entities

    New Features:

    • New REST APIs
    • Access Logs that List Daily User Activity
    • Alternate Hierarchy
    • Currency Translation for Supplemental Data
    • Move Override Members from Data Source Dimension to Consolidation Dimension
    • Simplified Dataset Load
    • Saved Views in Close Manager and Supplemental Data Manager
    • Validation of Supplemental Data Total
    • Supplemental Data Manager Reassigning Users
    • Related Content: Financial Reporting Web Studio
    • Hide Grid Lines in Financial Reporting Web Reports
    • Add a Filter to Repository Items
    • Data Management
    • Working with Metadata
      Learn what's new and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.

      For more information, you can also visit the My Oracle Support (MOS) Knowledge Article below:

      Enterprise Performance Management Cloud Release Highlights
      Doc ID 2055579.1

      The Rittman Mead Open Source Project

      We have a strong innovation spirit at Rittman Mead, with all staff encouraged to use technology to its best advantage in order to do things with the software that haven't been done before. Some of these projects may may be 'scratching the itch' of a repeated manual task that should be automated. Others use technology to extend the capabilities of the tools or write new ones to fill gaps that have been identified.

      At Rittman Mead we pride ourselves in our sharing of knowledge with the BI/DI community, both 'offline' at conferences and online through our blog. Today we are excited to extend this further, with the release over the next few days and weeks into open-source of some key code projects: -

      • insights - a javascript API/framework for building a new frontend for OBIEE, building on the OBIEE web service interface, as described here
      • vpp - "Visual Plugin Pack" - innovative visualisation capabilities to use natively within OBIEE
      • obi-enhanced-usage-tracking - the ability to track and audit user behaviour per-click, as described here

      They will be available shortly on the Rittman Mead GitHub repository. The license for these is the MIT licence.

      These projects are in addition to existing code that we have shared with the community over the years, including the obi-metrics-agent tool and the popular OBIEE 11g Linux service script.

      We're very excited about opening up these projects to the community, and would be delighted to see forks and pull-requests as people build and expand on them. It should go without saying, but these are contributed 'as is'; any bugs and problems you find we will happily receive a pull request for :-)

      If you would like help implementing and extending these for your own project, we would be delighted to offer services in doing so - just get in touch to find out more.

      Over the next few weeks keep an eye on the blog for more information about each project, and future ones.