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Migrate BI to APEX 5

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Migrate underutilized BI installs to APEX 5? Consider Data, Features, Performance and Price. This works if planned, designed and built with care. This presentation outlines considerations for doing so.

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Migrate BI to APEX 5

  1. 1. TH Technology Karen Cannell kcannell@thtechnology.com Migrate BI to APEX5: Are We There Yet? What Works, What Doesn’t & Lessons Learned
  2. 2. TH Technology Migrate BI to APEX 5 ? About Me … Karen Cannell ~ Consultant, TH Technology Mechanical/SW Engineer - Analyzed, designed, developed, converted, upgraded, enhanced legacy & database applications for 25+ years Building APEX applications for government, medical, engineering industries since HTMLDB Leveraging the Oracle 10g,11g, 12c suite of tools Oracle Ace Associate Editor Emeritus , Technical Journal Support Your User Group!
  3. 3. TH Technology Migrate BI to APEX 5 ? APEX Books … Expert Oracle Application Express, APress 2015 Report Printing Beginning Application Express 4.2, APress, 2013 Agile Oracle Application Express APress, 2012
  4. 4. TH Technology Migrate BI to APEX 5 ? About You … APEX Version? Experience? Migrating From? Why? Important BI Features? “Printing” ?
  5. 5. TH Technology Migrate BI to APEX 5 ? BI to APEX ~ Are We Nuts? APEX 4: Are We Nuts?
  6. 6. TH Technology Migrate BI to APEX 5 ? APEX is NOT a BI Tool.
  7. 7. TH Technology Migrate BI to APEX 5 ? BI to APEX 5 ~ Better?
  8. 8. TH Technology Migrate BI to APEX 5 ? APEX is NOT a BI Tool.
  9. 9. TH Technology Migrate BI to APEX 5 ? BUT… APEX Can Be used to Build BI-Like Features.
  10. 10. TH Technology Migrate BI to APEX 5 ? BI to APEX 5 Leverage APEX Interactive Reports to Mimic BI-Tool Features: Flexibility – Column, Sort, Filter, Highlight Grouping Pivots Downloads Save, Share
  11. 11. TH Technology Migrate BI to APEX 5 ? Wait for APEX 5.1 Interactive Grid Leverage APEX 5.1 Interactive Grid to Mimic BI-Tool Features: Greater Flexibility – Column, Sort, Filter, Highlight Drag and Drop Greater “Excel-Like” Behavior We’ll See!
  12. 12. TH Technology Migrate BI to APEX 5 ? BI to APEX 5 Universal Theme Dynamic Actions Interactive Reports Re-Engineered Multiples on One Page Group By Enhancements PIVOT!
  13. 13. TH Technology Migrate BI to APEX 5 ? Is That Enough?
  14. 14. TH Technology Migrate BI to APEX 5 ? Key Considerations: Data BI-Like Features Performance $$ Price
  15. 15. TH Technology Migrate BI to APEX 5 ? $$ Price ”Free”
  16. 16. TH Technology Migrate BI to APEX 5 ? $$ Price Really?
  17. 17. TH Technology Migrate BI to APEX 5 ? $$Price Resources for Database Yours or Hosted Resources to Build Design ~ Planning Supporting Structures App Itself Features: Drills, Dyn Actions, Parameters “Printing”
  18. 18. TH Technology Migrate BI to APEX 5 ? $$Price Weigh Cost to Build APEX Solution vs. Cost BI License Support Annual or One-Time?
  19. 19. TH Technology Migrate BI to APEX 5 ? Data Volume Volume Per Page View Terabytes? No. Small-Medium Yes. Interactive Reports Rows Per Page Pagination How Much To Display At Once
  20. 20. TH Technology Migrate BI to APEX 5 ? Data What Do Users Do With Their Data? What They Tell You What They Really Do Watch Them… Volumes? Formats? Post-Report Activity?
  21. 21. TH Technology Migrate BI to APEX 5 ? Data “This is the data I need … “ “I import that into Excel and do … “
  22. 22. TH Technology Migrate BI to APEX 5 ? Data How Much to “Display” on One Page? Does one Need “All the Data” On One Screen? Do They Run the Report, then Download Everything? Break That Habit Filter Filter Filter 1000 Rows is optimal
  23. 23. TH Technology Migrate BI to APEX 5 ? Features Decide What Users Need Then Decide What Tool Fits
  24. 24. TH Technology Migrate BI to APEX 5 ? BI Tool Common Features Select Columns Sorts Filtering Tabular and Crosstab (Pivot) Aggregates Grouping Drills Highlighting (Stop- lighting) Multi Data Source Downloads Printing Data Volumes
  25. 25. TH Technology Migrate BI to APEX 5 ? APEX Interactive Reports Features Select Columns Sorts Filtering Tabular and Crosstab (Pivot) Aggregates Grouping Drills # Highlighting Single Data Source* Downloads “Printing” Not Really Small-Moderate Data Volumes # - Have to build * - Sort Of
  26. 26. TH Technology Migrate BI to APEX 5 ? IR Features - Options Set Features On/Off By Report By Column Authorizations for Levels of Privileges (Roles) Who Sees What Conditions on Report Region based on Selections What They See When Condition on Report Region Features
  27. 27. TH Technology Migrate BI to APEX 5 ? Either-Or Features Report Group By Chart Pivot Only See One of These at a Time
  28. 28. TH Technology Migrate BI to APEX 5 ? Demonstration Select Sort Filter Aggregates Grouping Pivot Save Download
  29. 29. TH Technology Migrate BI to APEX 5 ? Lose Build Own Report (from Scratch) Auto Drill, Auto Aggregates Out-of-the-Box ROLAP, MOLAP (Must Build) True Dynamic Interactivity True Analysis Features Formatted Printing Need to Build These (or Do Without)
  30. 30. TH Technology Migrate BI to APEX 5 ? Parameters Pre-Filter Eliminates Slow First Load Reduce Volume of Result Set Cascading LOV’s Whatever is Needed for Your Parameter Determination Features
  31. 31. TH Technology Migrate BI to APEX 5 ? IR Aggregate Behavior Original Report Display Region: West ************ State County City Population CA Orange County Irvine 100 CA Orange County Orange 200 CA Los Angeles Hollywood 300 CA Los Angeles Universal City 400 Sum 1,000 Actual APEX IR Result Region: West ************ State County Population CA Orange County 100 CA Orange County 200 CA Los Angeles 300 CA Los Angeles 400 Sum 1,000 Intended Result Region: West ************ State County Population CA Orange County 300 CA Los Angeles 700 Sum 1,000 Know Your UsersInform Your Users X Features
  32. 32. TH Technology Migrate BI to APEX 5 ? Charts W/In IR - User-Driven Simple Charts – NOT Complex Charting Display Chart OR Report Chart on Base Data – NOT on GROUP BY Display Out of IR – Full APEX Charting Supplement the IR in Another Region Features
  33. 33. TH Technology Migrate BI to APEX 5 ? Charting Feature Chart OR Report OR Group By OR Pivot
  34. 34. TH Technology Migrate BI to APEX 5 ? Pivots – Pivot Columns Known Columns and Column Names ex: Length by Month vs. Unknown Columns and Column Names ex: Month by Length Length by Year Length by Area Pre-APEX 5 This Is Hard …
  35. 35. TH Technology Migrate BI to APEX 5 ? … Skip 17 Slides…
  36. 36. TH Technology Migrate BI to APEX 5 ? APEX 5 IR Pivot
  37. 37. TH Technology Migrate BI to APEX 5 ? Saved Reports Adds Flexibility to Report Strategy Multiple Views of Same Data Convenience Alternate Default Reports Saved Public Reports Reports Select List to Access Features
  38. 38. TH Technology Migrate BI to APEX 5 ? Drill Down Report Features
  39. 39. TH Technology Migrate BI to APEX 5 ? Features ~ Drills Build Parent Report Build Child Report Build Link in Parent to Child Passing Parameters Must Build Each One Features
  40. 40. TH Technology Migrate BI to APEX 5 ? Drills
  41. 41. TH Technology Migrate BI to APEX 5 ? Drills Use IR_COLUMN_NAME for the Link [STATIC_ID]COLUMN_NAME for > 1 / Page Create RESET Button or Automatic Way to Clear Hidden Items Same or Different Page Plan – Plan - Plan Feature
  42. 42. TH Technology Migrate BI to APEX 5 ? Download / Print Options HTML Excel PDF Must Configure PDF Output (FOP or BI Publisher) Generic XLS (BI Publisher) RTF (BI Publisher) Email – Allows Sharing Results
  43. 43. TH Technology Migrate BI to APEX 5 ? …IF you Have BI Publisher Why Are You Here?
  44. 44. TH Technology Migrate BI to APEX 5 ? Download Options – User View Feature
  45. 45. TH Technology Migrate BI to APEX 5 ? Dashboard Multi IRs on One Page Ex: Table, Group, Chart, and Pivot Driven by Same Parameters OR Drill Between Report Views Caveats: Use the Best Tool for the Job Multi APEX IR May Not Be the Wisest Choice Feature
  46. 46. TH Technology Migrate BI to APEX 5 ? Deployment Normal APEX Deployment Feature
  47. 47. TH Technology Migrate BI to APEX 5 ? Training and Documentation Same as Required for APEX Application Minimal Compared to Full BI Tool Feature
  48. 48. TH Technology Migrate BI to APEX 5 ? Performance Tune SQL Query First. Tune the Page ~ Monitor Activity Tune Each Element on the Page All the Usual Tuning Methods Apply Employ Materialized Views Employ CUBEs, ROLLUP As Needed to Support Desired Display and Performance Performance
  49. 49. TH Technology Migrate BI to APEX 5 ? General Tuning Tips Set Application Processes to execute Per Session Set Page Process to exec Per Page vs Per Session Tune Page Zero Components Use Declarative Conditions ITEM = Value vs. PL/SQL Expression
  50. 50. TH Technology Migrate BI to APEX 5 ? IR Settings for Performance Max Rows 1000 is optimal Larger #s, Longer Wait Return All Rows = Longer Wait Use Filters to Limit Data Set (User Training ~ Change Habits?) Balance w/ User Requirements
  51. 51. TH Technology Migrate BI to APEX 5 ? IR Settings for Performance Rows Display w or w/o Pagination No Pagination – Better Rows X to Y - Pagination Rows X to Y of Z – Must Get All Rows and Paginate Balance w/ User Requirements
  52. 52. TH Technology Migrate BI to APEX 5 ? IR Settings for Performance 1000 optimal No “of Z”
  53. 53. TH Technology Migrate BI to APEX 5 ? IR Settings for Performance, cont’d Row Sorting Sort adds an ORDER BY on the column Index Sorted Columns Limit Sorts to Essentials Balance w/User Requirements
  54. 54. TH Technology Migrate BI to APEX 5 ? Dynamic Actions Dynamic Actions Get Confused (Slow) With Large Data Volumes Use Wisely Use Sparingly
  55. 55. TH Technology Migrate BI to APEX 5 ? Parameter Settings for Performance Default Parameters ~ Ease of Use BUT Executes Report Once/Set on Navigation to Page… Not OK for Long Queries. Solution: Clear (At Least One) Parameter on Page Load Some Action Req’d To Display
  56. 56. TH Technology Migrate BI to APEX 5 ? APEX is NOT a BI Tool…
  57. 57. TH Technology Migrate BI to APEX 5 ? Key Considerations Data  Same Features  Fewer, Ok or Not? Performance  Have to Plan, BuildS and Tune for it. $$ Price  Down, UNLESS You Build Too Much
  58. 58. TH Technology Migrate BI to APEX 5 ? What Works Interactive Reports Flexibility Simple Menus Simple Pages Strategic Parameter Selection Generic Printing No License, Support Cost Ease of Use
  59. 59. TH Technology Migrate BI to APEX 5 ? What Doesn’t … NOT for Unlimited Drills Must Plan And Build NOT for Advanced BI Functionality None. UNLESS You Build It NOT for Fancy Layouts BI Publisher or XSL-FO for Formatted Reports NOT Data Mining NOT For Everyone!
  60. 60. TH Technology Migrate BI to APEX 5 ? Lessons Learned Know What Your Users Need Plan Queries – Plan Layouts – Plan Features Plan Supporting Structures for Queries Know Your Data, How to Present It Plan Download/Printing Approach TRAIN USERS Know What Users Really Do With Data BUILD SMART
  61. 61. TH Technology Migrate BI to APEX 5 ? Test Test Test Test Test Test for Performance Test w Full Data Volumes Test w Full User Volume
  62. 62. TH Technology Migrate BI to APEX 5 ? Closing …. What Works – Is it Enough? What Doesn’t – Does It Matter? Know Your Users Know What Users Really Do With Data
  63. 63. TH Technology Migrate BI to APEX 5 ? One the Fence? Wait! APEX 5.1 ~ Interactive Grid Drag and Drop Set Read-Only for “Report” Improved Interactivity
  64. 64. TH Technology Migrate BI to APEX 5 ? Your Call … Data Features Performance $$ Price Good Luck!
  65. 65. TH Technology Migrate BI to APEX 5 ? Resources Sizing for Performance (2007!) Mike Hichwa http://www.oracle.com/technetwork/issue-archive/2007/07- jan/o17browser-083149.html Best Source of APEX Help Apexworld.com http://www.apexworld.com Enhanced Aggregation, Cube, Grouping and Rollup (OLAP Reporting Embedded in SQL) Shouvik Basu http://www.orafaq.com/node/56
  66. 66. TH Technology Migrate BI to APEX 5 ? Share Your Knowledge! Call for Articles/Reviewers Editor, ODTUG Technical Journal kcannell@odtug.com
  67. 67. TH Technology Questions ? Migrate BI to APEX 5 WWWD and LL kcannell@thtechnology.com
  68. 68. TH Technology Thank You Migrate BI to APEX 5 WWWD and LL kcannell@thtechnology.com
  69. 69. TH Technology Migrate BI to APEX 5 ? Really?…

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