Dealing with the facets of a high-profile company’s entire data host is an extensive task – especially when those quarterly meetings arise every fiscal year. If you don’t possess the right tools, trying to yield business intelligence reporting from OBIEE data can be a taxing experience. Naturally, your top priority is to demonstrate perceptive acumen with and through collected data to your peers. Without proper analysis or visualization, however, this is something immensely difficult to execute.
In the case of Yun Fun, Senior Marketing Analyst at a leading High Tech Company, this was the very issue encountered. As a new starter, she needed to prepare the analytics presentation for the QBR with senior company executives. Although it was a wonderful opportunity to showcase her expertise within the new organization, it was also a challenging and intimidating assignment. The company’s current sales and marketing data lay within OBIEE only, meaning it was difficult to use and lacked modern visualization. Gauging ad-hoc analytics within OBIEE was going to be quite a challenge, and getting help from IT is not an option since their lead times were far too long.
Past challenges had also demonstrated many time-consuming, inefficient efforts. Previously, Yun had begun creating QBR reports by exporting and importing to Tableau with help from management; but even with Tableau, they had to pull in the data units from multiple OBIEE subject areas manually, with extraction taking over two days. Subsequently, it took four days to clean up the data, import it to Tableau, recreate the joins, and then develop visualizations just in time for the review, leaving limited time for valuable business intelligence reporting.
Yun knew there had to be a more efficient way to transfer data, and initially considered SQL with Tableau. However, IT approval would take months, and again, it would involve Yun herself recreating all the historic metadata, joins, and business logic, which would be impractical to maintain within the current data model. After discovering BI Connector, however, she saw that rapid analysis was available within a matter of minutes, using existing OBIEE subject areas and security model without any changes; with no need to wait for approval.
OBIEE to Tableau: Business Intelligence Reporting
Almost instantaneously, Yun was able to create Tableau dashboards with ad-hoc analysis flexibility; allowing her to analyze lead generation opportunity, conversion, and booking statistics. Critically, she was also able to share her dashboards with peers and global teams using Tableau Online. Geo leaders were able to use her analytics in executive presentations, and senior managers were impressed with Yun’s data visualizations within BI Connector. She was able to perform stunning ad-hoc reports from OBIEE within minutes, and even identify issues that weren’t available in Tableau. This saved her weeks of user acceptance testing time that was necessary when intelligence reports were created by IT, predominantly allowing her to gain audit, review, and report with more versatility – and much more rapidly.
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