Analytics Projects - Who wants one?

Whilst looking around for my next client I realise that we, as Analytics consultants, need to talk to each other more. Whats more, the consultancies and clients really need a place to go for reliable, experienced Analytics specialists.

I was discussing one new project with Haider and it turns out he worked on it before. It's a small world, and Siebel Analytics has a relatively small client base (my wild guess is 400-500 UK clients, half of which are active).
I know about 75 Analytics consultants. There are probably another 100 out there, perm employees, that may one day become freelance and pop up in the Majendi radar.

At the moment the Agencies have a good control on the Market. There are some that put out adverts for non existant jobs. They are useful to the liquidity of the market and some work hard for their cut of you pay. Just be careful they are not taking too much, the best ones have a fixed percentage with their clients. More than 15% is excessive.

So how do we help consultants? We probably should look at the networking capabilty that's out there, linkedIn, Xing, ecademy, Yahoo, etc, and perhaps set-up an OBIEE/Analytics forum. There we could share thoughts on prices to charge, new projects, help needed, technical stuff, etc. I have started one group on Yahoo, if you fancy joining in, let me know - it's invite only. I'm not sure if this helps the clients though.


Any thoughts?

On the subject of rate. You are what you charge. If you charge a cheap rate, your will be percieved as local quality, if you charge a premium rate you should deliver a premium level of service.
What are those rates? My view is that a certified consultant with 2 years (min 3 projects) Analytics consultant should be charging a minimum of 600 GBP per day. Lead consultants, with 7+ project should be GBP 750 per day. The consultancies will obviously need to charge clients a higher level. Some of the cheaper ones are charging 6-700 euro per day, the better ones, with good experience and efficient work, will be charging 900 plus.
One client I saw recently had a greatdeal with a low cost provider, the problem was they didn;t trust the work, and the estimate for time was nearly double what was really required. The client ends up paying nearly the same for inferior work. Somehow we need to educate that quality is very important to them, not cheapness.

Insurance time

I just had to renew the Professional Indemnity insurance, which this years comes to over 1,300 pounds!

We use Trafalgar, seem to provide good cover, but not sure if they are the cheapest. However, you can do it all online which saves a huge amount of time.

Use the link to get a quote.





Dear *NAME*,

This mail has been sent to you by *YOUR FRIEND* from *YOUR COMPANY* through our website.

Since 1995, Trafalgar Risk Management has focused on providing computer contractors with specialist insurance cover – Professional Indemnity; Tax & VAT Investigation; Employers’ & Public Liability.

Using state of the art computer systems we can provide quotes; accept applications; accept premium payment and allow you to print out all your relevant documentation out online – within minutes!

Furthermore, by streamlining our purchase & renewal procedures, the reduction in administration costs can be passed back to you, as can be seen in the extremely competitive premiums we offer.

We hope the above will be of interest to you and for further information please visit our website through the following link:

http://www.trafalgar.uk.com/index.asp?r=12692

Regards,

Trafalgar Internet Sales
Trafalgar Risk Management
The Lloyds Building
12 Leadenhall Street
London EC3V 1LP
Tel: 0845 685 2610
Fax: 0845 685 2611

Trafalgar Risk Management Limited is authorised and regulated by The Financial Services Authority under registration number 311662.

Trafalgar Risk Management Limited is a member of the British Insurance Brokers Association

FAQ 2289: How Do You Customize Default Header Links in the Oracle BI Presentation Services Interface?

This supportweb note came out today. It's well worth looking at if you need to customize the links in your BI Publisher.

FAQ 2289: How Do You Customize Default Header Links in the Oracle BI Presentation Services Interface?

Majendi Day out pics

The team went for a day out on the Company Yacht!

Skype

Some say "SCIPE" others "SkyPee"

Whichever you say, it's worth getting it. Free calls. We use it for conferencing.

you can find me on the system as username 'adyward'

www.skype.com

Link to Me!

Come on you lot. Let get networking!

The 'WebCatalogServiceSOAPKPI' Outbound Service Web Port

Here's a techie from Justin Townsend. We're working on some interesting ideas and clients (and client bids), where this is relevent.


Using the integrated application (Core Oracle/Siebel modules combined with Analytics & Marketing functionality) relies quiet heavily on the use of web services. These services are invoked in a 'traditional' SOAP interface, providing the communication links between the applications.

In a standard installation of the integrated application, web services are used for: pass-through authentication, execution of Marketing jobs and serving up of Analytics and Marketing resources within the integrated environment.

WebCatalogServiceSOAPKPI, as the name may suggest, serves up resources from the Analytics application which are stored in the web catalog file. Using this service you can access: dashboards, requests, iBots, segments, segment trees and list format definitions.

This WebCatalogServiceSOAPKPI is particularly important where the business has many pre-defined reports (visible on dashboards or via requests). In combination with the definition of a symbolic URL, the web service serves up these pages to the user when they access dashboards related screens in the integrated application.

Symbolic URLs are defined in the core Siebel application; when the application's services are started up, the definitions for these symbolic URLs are stored in the web server cache.

When making changes to symbolic URLs, you need to ensure the cache is cleared to make sure the amended definitions are used by the web service.

Symbolic URLs are defined in:

Administration - Integration > Symbolic URL Administration;

the cache is cleared in:

Administration - Marketing > Servers, Outbound Web Service Port (hyperlink) > Outbound Web Services

What Does Metadata mean

I'm i the middle of writing the book (along with Mark) and I was using the word Metadta alot. Then something happened on a client project which made me realise that few people probably understand what this word actually means.

The OraFaq makes a good start
"Data that is used to describe other data"

But does that clear it up?

How about
"Metadata is information about a particular data set which may describe, for example, how, when, and by whom it was received, created, accessed, and/or modified and how it is formatted. Some metadata, such as file dates and sizes, can easily be seen by users; other metadata can be hidden or embedded and unavailable to computer users who are not technically adept"

Every other definition I see just says "Data about data"

So that clears it up then!

More from Oracle

I have been to two Oracle partner events recently, where I am mainly trying to ge tot he bottom of what their ETL tool strategy is.

The issue is on of platform AND application choice.

The fight is between Informatica, OWB and Data Integrator.

Informatica has a huge head start in the Siebel OLTP to warehouse ETL. The process is built and up-and-runnning in many companies.

However, Oracle just bought Sunopsis (and their Data Integrator tool). They also have OWB.

At one event the salesman assured me that Informatica was still the number one choice for CRM ETL, and there are no plans to replace it - it would just cost them too much money to rewrite everything.

At another event I saw this :

Oracle Only •OBI – Standard Edition •Oracle Warehouse Builder •Oracle Fusion Intelligence (Requires OBI-EE) •. . . . . . . . . . .

Heterogeneous •OBI – Enterprise Edition •Oracle Data Integrator •Oracle BI Applications •. . . . . . .

No mention of Informatica!

I'm off to build a new databae and ETL using Data Integrator...

Away day

Just got back from our away day. Great fun, talking shop, eating good food, going sailing and meeting up with the lads.

Revealing photos to follow!

Loyalty Anyone?

Has anyone seen an Analytics repository which connects to the Loyalty vertical? We may be able to come to a commercial agreement with anyone has already built one.

My New Yahoo group

I'm going group crazy

Just added a fourth Yahoo group. They're great to share stuff with your mates. We have some club messages and information that needs sharing, so we put this is the group and hey presto everyone is up-to-date. No excuses!





Click to join papercourt

The Future of CRM

I attended one of Oracle's 'Ask the Experts' seminars on CRM strategy last week, not some thing we often have the time to do, but worth doing for an insight into what makes Oracle tick, and more importantly to meet some real people, many of whom at this particular event were not existing Oracle customers.

The first speaker was a research VP from Gartner, he offered some interesting feedback from their research, most of which should cheer up those of us in the business of configuring CRM apps. Generally speaking they have found there are still plenty of sizable organisations who have still to invest in a CRM solution providing a Single Customer View (the holy grail of CRM).
Their headline statement 'CRM is back in a big way' underlines this, however he went on to say that the majority of current projects are upgrades or reviews adding additional functionality or enhancing existing capabilities.

Marketing, sales and customer service are top of the list of areas perceived most likely to benefit from CRM investment, but it's clear that there are still reservations amongst top level management about the tangible benefits of this investment, and how to measure this. Thankfully, on average Analytics is rated third priority across all three of these areas, usually behind increasing customer satisfaction and improving cross selling opportunities. So more good news for those of us in the analytics business.

However, the flip side to all this optimism is that Gartner predict that by 2009 50% of new investment in this area will be in SaaS, or Software as a Service, also very interesting was the observation that some projects may be delayed until 2008, as purchasers wait for the current round of new releases to settle down and prove themselves.

Next up was Oracle's Sales Consulting Director who had a huge number of slides in his presentation explaining Oracle's current CRM strategy, I got the impression from questions asked by the floor, that this is what prospective purchasers, and some who bought Oracle CRM products pre the Siebel merger, were really interested in. The huge amount of information delivered was quite overwhelming as they tried to encompass JD Edwards, PeopleSoft and Siebel users to make all feel welcome, without making existing Oracle customers feel they might now have a second tier product. In practice the future is Oracle Fusion, a suite of middleware apps to link together all the products now in the Oracle stable, this should allow relatively seem less integration of for example analytics, with any of the CRM/ERP apps offered, with Oracle undertaking to develop these apps in parallel and not force upgrades or conversions on any customer, for Siebel the future 8.1 and 8.2 releases are said to be in the pipeline already.
As reassurance for Siebel users Oracle are using Siebel internally now, with Siebel Contact Centre underpinning the Oracle support team.

Next, a very nice lady from Irish Life, Ireland's biggest life assurance company, gave an interesting presentation on their experiences implementing Siebel, originally a very customised version 6, and currently an upgrade to 7.8, which will now be around 90% vanilla Siebel. The message being that they learned their lesson, and some times less really is more.

So finally we got to the demonstration of Siebel 8, unfortunately time was against us and rumbling tums could be heard, new features include Full System Search, Embedded Analytics, Electronic Signature Capture for mobile clients, task based UIs and a plain English rules engine to aid workflow and control data input.
Then there was a stampeed to the buffet!

Init Blocks, init.

That's repository variable Initialization Blocks to you. Init blocks as they are more commomnly known retrieve the data that is held in memory by the Session and Repository variables associated with them. They are of course accessed through Manage>Variables in the Administration console, and this is another area where subtle changes have been made for Oracle BIEE, to add a new init block open the Variable Manager, click Initialization Blocks and then right click in the righ pane or choose Action>New>Repository>Initialization Block.




Then the configuration itself, no more tabs, one form with buttons.






Edit Data Source button gives access
to further options.

Edit Data Target launches what used to be on the Variables tab, click here to name your variables.

Anyway, enough pictures, click on Edit Data Source to reveal the Init Block form where you will compose the initialization String, aka the SQL. You can now select db specific SQL if you wish, and now is also the time to Browse for your connection pool.

Oracle has two functions for returning the current date, SYSDATE and CURRENT_DATE, both should be selected from system dummy table DUAL, as this will always return only one row, sysdate returns the current date on the server.

You can convert to and from datetime types using the following functions;
TO_CHAR ({datetime| interval}, format)
TO_DATE (string, format)
TO_TIMESTAMP (string, format) (Oracle 10g onwards)

To return a specific element of the current date use the EXTRACT function;

SELECT EXTRACT({Second|Minute|Hour|Day|Month|Year} FROM SYSDATE) FROM DUAL;

CAST(value as datatype) If value is a string it must match the default text representation of the datatype, so for example

CAST (’27-Mar-2007’ AS DATE) may work where
CAST(’27-03-2007’ AS DATE

In the following example note how the case format applied to the format part of the TO_CHAR function is used to format the results ‘TUESDAY’ and ‘March’, this could of course have a crucial effect if the value is used in a filter.
Thanks to Oracle’s built in LAST_DAY function, the formula to find the last day of the month, 3 months hence, is simple.



As an alternative method you could of course W_DAY_D as the source for the majority of your dates, pre-calculated columns such as cal_month, cal_week and week_ago_dt will make function statements shorter and easier to read. The SQL below extracts much the same as the previous one with addition of two Julian dates at the end, note also that you can use comments in these statements, always a good idea.

SELECT

CURRENT_DATE,
TO_CHAR(CALENDAR_DATE, 'DD/MM/YYYY'),
TO_NUMBER(DAY_OF_MONTH,'99'),
DAY_NAME,
TO_CHAR(WEEK_AGO_DT, 'DD/MM/YYYY'),
CAL_MONTH,
CAL_WEEK,
MONTH_NAME,
TO_CHAR(ADD_MONTHS(SYSDATE,-1),'MONTH'),
CAL_YEAR,
EXTRACT (YEAR FROM (ADD_MONTHS(CURRENT_DATE, -12))),
EXTRACT (YEAR FROM (ADD_MONTHS(CURRENT_DATE, -24))),
EXTRACT (YEAR FROM (ADD_MONTHS(CURRENT_DATE, -36))),
LAST_DAY(DAY_DT),
'01'||SUBSTR(TO_CHAR(DAY_DT,'DD/MM/YYYY'),3,8),
TO_CHAR(ADD_MONTHS(LAST_DAY(DAY_DT),2),'DD/MM/YYYY'),
ADD_MONTHS((CAST(DAY_DT AS DATE) - EXTRACT(DAY FROM CAST(DAY_DT AS DATE))+1),1)-1, /* Last day of previous month */
JULIAN_DAY_NUM,
JULIAN_MONTH_NUM

FROM
W_DAY_D
WHERE
CAST(SUBSTR(SYSDATE,1,10) AS DATE)=DAY_DT

Naughty 7.9

Apparently there is a little buggette

"Customers installing Oracle BI Applications Version 7.9 must first install Oracle Business Intelligence Enterprise Edition 10g Release 3 version 10.1.3.2.0 with Quick Fix 150. "

tut tut

7.9 Is here, Huh?

So you thought that OBI EE was the new Analytics. Think again. Siebel analytics has jsut gone into version 7.9, but so far I have only seen Applications 7.9, so it looks like platform is either 7.8 or OBI EE :

There new names though:

Siebel Analytics Application now becomes

Oracle® Business Intelligence Applications (OBIA)

Siebel Analytics Repository now becomes

Oracle Business Intelligence Applications repository (OBIAR?)

Spotted the trend yet!!


This is from the documentation.
Changes to Oracle BI Repository
The Siebel Analytics repository (SiebelAnalytics.rpd) was renamed to the Oracle Business
Intelligence Applications repository (OracleBIApplicationsApps.rpd).
The Oracle BI repository contains the following changes:
■ Naming conventions. Logical tables have been renamed to start either with "Dim," to indicate
dimension tables, or "Fact," to indicate fact tables.
■ Data security. The position security design was modified to use the new table W_POSITION_DH instead of W_PARTY_LOGIN. For more information about data security, see the Oracle Business Intelligence Applications Installation and Configuration Guide.
■ Presentation layer. Some old catalogs have been replaced with new catalogs. The catalogs that
have been replaced are designated with a STOP icon in the presentation layer; these catalogs
will be deleted in a future release. It is highly recommended that you migrate your reports to the corresponding new catalogs.
■ Time dimension. A common time dimension is used in all new catalogs to indicate a unified time dimension across all facts. Some secondary date dimensions are still exposed when necessary, but they are not conformed to all facts, and, thus, should be used cautiously.

I never did trust using the W_PARTY_LOGIN so I'm glad it has gone. I'll let you knwo what I think of the replacement when I have tested it.
Good to see a common time dimension, but how does it work? Again mre testing will tell.

Connecting People

Is there a clear winner in the war for Networking platforms?

I started using LinkedIn a while back and have developed a great network of business contacts, but then I realised that wasn't the first one I had signe dup to. Friends Reunited was the leader originally and everyone flocked onto the system - until they started charging for it - I was quickly out of there but not before they had made their millions. I wonder if they would have made more money by not charging but by going down the free model with extra paid services?



Next came Xing (was previously OpenBC). This is exactly the same as Linked in but based in Europe (Linked In is avery American).



But now I see that IT Toolbox is getting in on the act. Do I really have to maintain a profile and network there too?

Then I get an email from someone who has a neat business card attached, from Plaxo. Looks like I should have that too.

Of course there's messaging too, obviously I went for MSN - everyone did, now Yahoo looks pretty good and half my contacts on on that, but along comes Skype and it's another list to maintain.

In the end I think I'll be spending all day working on my online presence and not actually talking to people. Why can't I just get one system that talks to every other system (hey isn't that what customers were asking for 20 years ago out of IT).

Come on Microsoft, help me out here - use your dominacne to buy all these companies and shut them down - I only want one system.

All gone

Just 4 hours later and the snow is gone

Snow wave

Last week i was in t.shirt s now i need some skis to get to work.

Make the most of your repository

Quick and Easy Mail Merge

Why not make the most of your repository, as well providing the backbone of your reports it is also a great source of clean organised data that is easily accessible by other programs. Here’s one way to address envelopes or letters using MS Access and Word.

Create a new blank database in Access.

Create a new query in design mode, close the Show Table dialogue and go to Query>SQL Specific>Pass-Through.

Now click on the Properties icon on the toolbar and click the ellipsis next to ODBC Connect Str, this will open the Select Data Source dialogue.

Click the Machine Data Source tab and click New and follow the instructions to create a Data Source Name based on Oracle BI Server from the drivers list, follow the instructions and enter appropriate user names and passwords to suit your systems configuration. Enter your repository user name and password and answer yes to save this information in the connection string.

Type your SQL query. Click the icon to run the query and test you SQL.

Now create another new query in design view, click the queries tab in the Show Table dialogue and select your pass through query, add the columns to the new query.

Click the drop down arrow next to the Query Type icon and select Make-Table Query, save the query with an appropriate name, and click the Run Query icon.

You will be presented with a warning about the number of records to be pasted into the table, dependent on your needs you may decide to set some selection criteria to break the list into more manageable chunks, this may depend on whether you are merging to a letter, labels or envelopes. You could create multiple Make- Table queries to populate appropriately named tables based on select by County, State, City or Name beginning with…... They can all be based on the one pass through query.


If you have the coding skills you can automate the running of these queries and refreshing of the tables.

Once the make table query has run, click Tables in the objects list and you will see the table you have created, select it navigate to the Tools>Office Links>Merge it with Microsoft Office Word, or click the down arrow next to the Office Links icon, follow the instructions in the dialogue, simple.