S&C Analytic Reports Setup

S&C Analytic Reports provide views of Sales and Catering (S&C) data that can be used for analysis, planning, and forecasting in the Opera Business Intelligence (OBI) user-interface. The S&C data is accessed directly from Opera tables by using real-time online transactional processing (OLTP) and does not require data cubes as in typical OBI online analytical processing (OLAP). OLTP may require longer processing time.

S&C Analytic Reports can be accessed when the Sales and Catering (OPS_<version number> or OPC_<version number>) license is active with the optional Sales Force Automation (OPF_<version number> license, with these two possible configurations:

1. OBIEE (OPB_<version number> Opera Business Intelligence multiple property license is active (no additional add-on license is necessary), or
2. Without OBIEE, but with the Sales and Catering BI add-on license OPS_SAREP S&C <version number>and ORO_<version number> Oracle BI SE-one User Interface license for S&C Analytics views.

Setup for S&C Analytic Reports with OBIEE License

In this configuration, users have access to both BI Cube Subject Areas and S&C Analytics Subject Areas.

• Ensure that the Sales and Catering application is installed and active.
• Set up OBIEE as you typically would (see OBI Setup, Edit Users).
• In the Edit Users screen, set up BI Options>Access Level, Access Permissions, and BI Groups.
  • In BI Groups, select the permissions for this user to access S&C subject areas, such as:
    • Account Statistics
    • S&C Activities
    • BB (Business Block) Status changes
    • BB (Business Block) Summary
    • Catering Revenue
    • Room Block
• In this configuration, the S&C Analytics button automatically displays on the Opera Sign-on screen. The OBI button will also appear when the OBI check box is selected on the Application Access User Details screen.
  • In Sales and Catering users can also access S&C Analytics from the menu option Miscellaneous>S&C Analytics if they have been assigned as least one S&C subject area permission.

Application Settings

Additional Application Settings are available in OBIEE pertaining only to S&C Analytics:

• OBI COMPANY RELATIONSHIP TOP LEVELS - Defines the number of levels from the top of the relationship hierarchy to be included in analytics reports. This currently applies only to S&C Analytic Reports.
• OBI COMPANY RELATIONSHIP TYPE - Defines the company relationship type (top down) used for the relationship-based company dimension for analytics reports. This currently applies only to S&C Analytic Reports.

Setup for S&C Analytic Reports with OPS_SAREP S&C Add-on License (without OBIEE License)

In this configuration, S&C Analytic users do not have access to BI Cube Subject Areas, only to S&C Analytic Reports.

• Ensure that the Sales and Catering application is installed and active.
• Install the ORO_<version number> Oracle BI SE-one User Interface license for S&C Analytics views. (This BI interface does not have the functionality of Alerts, Microsoft Plug-ins, or Scheduling.)
• Activate the add-on license OPS_SAREP S&C <version number> for S&C Analytic Reports.
• An URL link needs to be set up that directs the user from the S&C Analytics button on the OPERA Splash Screen to the appropriate schema where the Oracle BI SE-one User Interface license for S&C Analytics application resides. Access the application setting to direct the system to the BI application through OBI>Global>Settings>OBI UI URL. Enter the path of the URL in this format: http://<AppServerName>/Operajserv/analytics/saw.dll?Dashboard
• The application parameter OBI>Property>BI Enabled when set to Y, provides the selected property access to the BI tables. (This parameter must be set to Y for every BI property in a single and multiple-property environment.)
• When the add-on license is activated, the application setting OBI>Parameter>USE BI GROUPS FOR OLTP is available.
  • Activate this parameter (Y) if you want to select individual users on the Configuration User Details screen who will have access to S&C Analytic Reports.
  • Do not activate this parameter (N) if you want all users to automatically have access to S&C Analytic Reports.
• When the USE BI GROUPS FOR OLTP parameter is active, the BI Options button displays on the Edit User Details screen where you can provide the user access to various subject areas for S&C Analytic Reports.
  • In BI Options>BI Groups, select the permissions for this user to access S&C subject areas, such as:
    • Account Statistics
    • S&C Activities
    • BB (Business Block) Status changes
    • BB (Business Block) Summary
    • Catering Revenue
    • Room Block
• On the User Details screen, select the SCBI Application Access Control check box. When checked, the S&C Analytics button appears on the Opera Sign-in Screen. In this configuration, the OBI button does not display.
  • In Sales and Catering users can also access S&C Analytics from the menu option Miscellaneous>S&C Analytics if users have been assigned as least one S&C subject area permission.

Application Settings

When the add-on license OPS_SAREP S&C <version number> for S&C Analytics is active, certain OBI Group Application Settings are available for configuration in Sales and Catering.

• BI ENABLED - This parameter enables a property for Business Intelligence Analysis (mentioned above).
• USE BI GROUPS FOR OLTP - If this parameter is active (Y), the BI Options button appears on the Edit Users screen and provides selections for regulating the subject areas users have access to for real time reporting (OLTP). If this parameter is not selected (N), the BI Options button does not display on the User Details screen and all users have access to all available areas for OLTP reports (mentioned above).
• FUTURE STAY MONTHS - This parameter indicates how months of future data will be included in the query. The Default is 18 Months. '||chr(10)||'Eg. If Snapshot date is Apr 13th 2008 and this parameter has value 18 (Months), then Future Data from Apr 13th 2008 to Oct 13th 2009 will be included.
• OBI START YEAR - This setting determines the minimum starting year for queries. For large clients, one year is recommended.
• OBI UI URL - User interface URL for Opera Business Intelligence OBIEE (mentioned above).
• OBI COMPANY RELATIONSHIP TOP LEVELS - Defines the number of levels from the top of the relationship hierarchy to be included in analytics reports. This currently applies only to S&C Analytic Reports.
• OBI COMPANY RELATIONSHIP TYPE - Defines the company relationship type (top down) used for the relationship-based company dimension for analytics reports. This currently applies only to S&C Analytic Reports.
• OBI DB LINK - The OBI DB Link will be populated automatically from the SMT tool during installation if the OBI schema resides on a separate database than the Opera database. This setting is under GENERAL>OBI DB LINK.

See Also

• OBI Setup
• S&C Analytics Subject Areas