S&C Advanced Reporting Setup

S&C Advanced Reporting provides 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 Advanced Reporting 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 Advanced Reporting add-on license OPS_SAREP S&C <version number> and ORO_<version number> Oracle BI SE-one User Interface license for S&C Advanced Reporting views.

Setup for S&C Advanced Reporting with OBIEE License

In this configuration, users have access to both BI Cube Subject Areas and S&C Advanced Reporting 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, a user with the permission DATAMART>Manage BI Access can set up access for other users for property levels and subject areas by selecting BI Options>Access Level, Access Permissions, and BI Groups.
  • In BI Groups, select the user's permissions to access OBI and S&C subject area groups. See OBI User Access.
• In this configuration, the S&C Advanced Reporting (S&C Adv. Reporting) button automatically displays on the Opera Single 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 Advanced Reporting from the menu option Miscellaneous>S&C Adv. Reporting 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 Advanced Reporting:

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

Setup for S&C Advanced Reporting with OPS_SAREP S&C Add-on License (without OBIEE License)

In this configuration, S&C Advanced Reporting users do not have access to BI Cube subject areas, only to S&C Advanced Reporting subject areas.

• 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 Advanced Reporting 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 Advanced Reporting.
• A URL link needs to be set up that directs the user from the S&C Advanced Reporting button on the Opera Single Sign-on screen to the appropriate schema where the Oracle BI SE-one User Interface license for S&C Advanced Reporting 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 Advanced Reporting.
  • Do not activate this parameter (N) if you want all users to automatically have access to S&C Advanced Reporting.
• When the USE BI GROUPS FOR OLTP parameter is active, the BI Options button displays on the Edit User Details screen where users with the permission DATAMART>Manage BI Access can set up permissions for other users to access property levels and subject areas. Select BI Options>Access Level, Access Permissions, and BI Groups.
  • In BI Options>BI Groups, select the permission for this user to access S&C subject areas. See OBI User Access.
• On the User Details screen, select the SCBI Application Access Control check box. When checked, the S&C Advanced Reporting button appears on the Opera Sign-in Screen. In this configuration, the OBI button does not display on the Opera Sign-in Screen.
  • In Sales and Catering, users can also access S&C Advanced Reporting from the menu option Miscellaneous>S&C Advanced Reporting 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 Advanced Reporting 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 S&C Advanced Reports. This currently applies only to S&C Advanced Reporting.
• OBI COMPANY RELATIONSHIP TYPE - Defines the company relationship type (top down) used for the relationship-based company dimension for S&C Advanced Reports. This currently applies only to S&C Advanced Reporting.
• 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.

Setup for Synchronizing New Profile and Relationship Tables

Reservation_stat_daily

Summary tables have been developed for yearly, monthly, and daily calculations that improve processing time when creating reports in S&C Advanced Reporting and OPERA. The tables are populated based on reservation_stat_daily and include:

• company_stat_ daily
• agent_stat_daily
• source_stat_daily
• contact_stat_daily
• profile_monthly_statistics
• profile_yearly_statistics

With an upgrade from an earlier version to OPERA v5.0.04.00, these tables need to be initially populated in each property using the Synchronize Summary Profile Statistics Utility (Utilities>Synchronize Summary Profile Statistics Utility permission required. In property, the tables will be updated from reservation_stat_daily during the Night Audit. In SFA, it is necessary to configure the transfer of reservation_stat_daily from the interfaced properties and the child tables will populate only when the application parameter General>Populate Reservation Statistics Tables is set to Y.

Profile_relationship_hier

Another new table, profile_relationship_hier, maintains the accounts' hierarchy up to 10 levels. This table must also be populated after upgrading to OPERA v5.0.04.00 with the Synchronize Relationship Hierarchy Utility (Utilities>Synchronize Relationship Hierarchy permission required). In property, the tables will be updated from reservation_stat_daily during the Night Audit. In SFA, it is necessary to configure the transfer of reservation_stat_daily from the interfaced properties and the child tables will populate only when the application parameter General>Populate Reservation Statistics Tables is set to Y.

Transferring Datamart reservation_stat_daily from Property to SFA

If the account statistic report will be run from SFA for an interfaced property, the reservation_stat_daily table must be transferred via OXI and the application parameter General>Populate Reservation Statistics Tables must be set to Y. See the MICROS Members website for document in the Technical Library/SFA describing "Configuring the Transfer of Data Mart reservation_stat_daily from Property to SFA."

See Also

• OBI Setup
• S&C Advanced Reporting Subject Areas