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Excel Integration Discussion 5-14-08
Agenda
• Review Territory Management requirements
• Review Sales Forecasting requirements
• Discussion on Excel integration options available
Territory Management: Excel Integration
• P0: Basic Export
• Ability to export territory definitions directly from the tree table into
Excel
• Export data should include all the data available in the table: territory
definition dimension values, owner, metrics, as well as the hierarchy
• P1: Basic Excel Import
• Ability for users to maintain territory definitions in Excel and import
into CRM
• Territory definition data are only validated during import (no real-time
validation during Excel entry)
• No support for displaying real-time metrics
• P2: Enhanced Excel Export/Import
• Duplicate web application functionality into Excel
• Fully validated territory definitions in real-time within Excel
• Real-time metrics as territories are defined (would require direct
interface between Excel and Essbase)
Fusion to Excel options
Fusion
Simple
Export
Fusion
Export w/
Options
ODI – Oracle
Data Int.
ADFdi w/ CRM
Form and pre-requisites
Export to xls
(xlsx) format
[OLTP]
Export to other
formats [OLTP]
E-LT
[OLAP]
ADFdi enabled
workbook
[OLTP + JDEV]
Cubes-based
[OLAP]
Support export to Excel
form (xls / xlsx)







*db load
* [ADFdi
enabled
framework]
[OLAP Load
/ refresh]

Supports format other
than Excel (e.g., XML,
CSV)
Support upload,
(bi-directional synch)
EssBase
Enhancements
TCO (Level of effort &
admin.)
Very Low
Low
High [sep. db]
High [Jdev,
ADFdi enabled ]
High
Target User
Sales Rep
Sales Rep /
Sales Mgr
Operations
Admin. / Mgr
data steward
Sales Rep
Sales Mgr
Ops Admin/Mgr
Sales Mgr
Sales Exec.
Ops Admin/Mgr
Y
Y
Y
Y
Y
Excel based
Excel based
OLAP based
OLTP, Object
VO/EO based
OLAP based
CRUD support in Excel
Business Logic
Validation
“Custom” – There is a potential for a customer to build out an Excel (VSTO) ODBC, .net, or coded solution. This would
entail constructing a custom workbook directly mapped to a database table and/or objects.
End
Details and info slides follow…
Requirements - user
End user (category)
Priority
Ability for end user to filter data downloaded to
workbook
P0
Common search framework metadata structure
across workbooks, and entities
ST
CRM E.I.
providing
x
P1
End user query mechanism
P0
x
End user search capabilities
P0
X
Query parameters, and save framework metadata
structure across workbooks and entities
Not in
ST
X
X
X
X
P1
ST: Server Tech – ADFdi provides a solution, partially provides a solution, or ‘Not in ST’ means it doesn’t have the
function at present
What is the user impact if Excel Integration
is moved out of Fusion V1 ?
End user (category)
Filter data downloaded to workbook
In CRM
E.I.
Priority
P1
ST
Impact if not available in V1
x
Available at each download.
Not in a reusable / share-able form
End user query mechanism
P1
x
Available at each download. Not reusable
Common search framework
metadata
P2
x
Requires download criteria to be reentered each time. Parameters not
save-able or shared across objects or
workbooks. [The customer could build
out this functionality.]
Workbook administration within
application
P3
x
Customer points application to a specific
workbook through the application
configuration.
There is no out of the box framework for
administration, globalization relationship,
or content management hook. These
elements could be configured (built) by
the customer.
Fusion to Excel options
Form and pre-requisites
Support export to Excel form (xls
/ xlsx)
Fusion
Simple Export
Fusion
Export w/ Options
ODI – Oracle Data Int.
ADFdi w/ CRM
Enhancements
EssBase
Export to xls
(xlsx) format
[OLTP]
Export to other formats
[OLTP]
E-LT
[OLAP]
ADFdi enabled
workbook
[OLTP + JDEV]
Cubes-based [OLAP]







*db load
* [ADFdi enabled
framework]
[OLAP Load /
refresh]

Supports format other than Excel
(e.g., XML, CSV)
Support upload,
(bi-directional synch)
TCO
(Level of effort & admin.)
Target User
CRUD support in Excel
Business Logic Validation
Very Low
Low
High [sep. db]
High [Jdev, ADFdi
enabled ]
High
Sales Rep
Sales Rep /
Sales Mgr
Operations Admin. /
Mgr
data steward
Sales Rep
Sales Mgr
Ops Admin/Mgr
Sales Mgr
Sales Exec.
Ops Admin/Mgr
Y
Y
Y
Y
Y
Excel based
Excel based
OLAP based
OLTP, Object VO/EO
based
OLAP based
“Custom” – There is a potential for a customer to build out an Excel (VSTO) ODBC, .net, or coded solution. This would
entail constructing a custom workbook directly mapped to a database table and/or objects.
Appendix A: requirement details
CRM Excel Integration Team
1. Saved search framework at metadata level across workbooks
2. Advanced search framework (download filtering and save at
metadata level)
3. Workbook administration (relationship to the CRM Application,
and OCM)
Query – saved and advanced search
April design
1.
2.
3. Template administration April design
Appendix B: detailed timelines
Milestones – CRM future consumers
2007
2008
Q4
OCT
NOV
DEC
Q1
FEB
JAN
M2
MAR
APR
M3
Q2
MAY
JUN
JUL
M4
Q3
AUG
SEP
Q4
NOV
DEC
M5
**
Excel TDD
** Focus on Excel Related tasks,
Schema
Sales Forecasting Excel
Integration
OCT
not all tasks represented
Creation & Review (Backend)
Creation & Review (UI)
Administration (Backend)
Administration (UI)
Adjust & Rollup (Backend)
Adjust & Rollup (UI)
BI
Excel
Opportunity Management
Excel Integration
Estimate pending plan
from Pradeep Kotha
**
Excel Integration
Manage Reference
Audit Trail
Assessment Component
Opportunity Management
Excel Integration
Oppty Tagging/Categorization
Embedded Analytics, Reports
Marketing Excel Integration
Campaign gantts,AMX, Activity
Integration
Staffed
Outsourced
Resource Gap
**
Plan,Initiatives and Goals UI
UI True up and integration testing
Upgrade
Marketing Excel Integration
Hierarchies,Excel TDD
Budget Tree
Trees Service, Region
Admin UI, Plan Tree,
Region Trees
Excel
UI True up and integration testing
And upgrade
x=provided within the solution,
p=partially provided**
P1=must have, P2=should have, P3=nice to have
ESSBase
Siebel
8.x/PS/JDE
Download to Excel
P1
x
x
x
x
x
x
Download - ability to specify records for download
P1
x
x
x
x
x
x
Download - ability to specify columns to download
P2
x (partial)
x
x
x
x
Business user (end user) workbook authoring
P2
x (partial)
p
p
p
p
Ability for end user to filter data downloaded to workbook
P1
x
x
x
x
x
End user query mechanism (within workbook)
P1
x
End user search capabilities (within workbook)
P1
x
End user save and save search capability
P2
Create, update, copy and delete records
P1
x
x
x
x
x
Worksheet embedded search
P1
x
Flag changed records for upload to application (track changes)
P1
x
x
x
x
x
Pre-upload validation
P1
x
Upload to Excel
P1
x
x
x
x
x
Progress Bar for download and upload
P1
x
Download and upload time stamp
P1
x
x
x
x
x
x
Usage of Excel features and functions
(not constrained by integration tool)
P1
x
x
x
x
x
x
Common search framework metadata structure across workbooks
P2
Cancel on upload
P3
OnDemand
(Oracle)
EBS - Excel
INT
WebADI
ST
CRM Sales
E.I.
providing
P
Requirements
x
End user (category)
x
Cancel on download (cancel on upload secondary req.)
x
P1=must have, P2=should have, P3=nice to have
WebADI
Siebel
8.x/PS/JDE
ADFdi workbook authoring by application administrator
P1
x
User authentication (data security by role/responsibility)
P1
x
x
x
x
x
x
Single sign-on capability
P1
x
x
x
x
x
x
Error messaging and supportability
P1
x (partial)
x
x
x
x
x
Transaction management and visibility
P2
x (partial)
Excel 2007 support
P2
x
Administration - upgrade packaging and patch support
P1
x
x
x
x
x
x
Dependant and drop-down LOV's
P1
x
Installation and deployment pre-requisite software
P1
x
x
x
x
x
x
Globalization of workbooks (multiple versions & languages)
P1
x
UI Widget Authoring
P1
x
Server business logic inheritance on client
P1
x (partial)
Column visibility based on user roles
P2
x
Read only fields
P2
x (partial)
Required field enforcement
P2
x (partial)
Default value
P2
x
Flexfield value
P2
Support workbook 'form' lay-out
P2
x
Support workbook 'list' lay-out
P2
x
Navigation across worksheets
P2
Navigation across records within a workbook
P2
OnDemand
(Oracle)
ESSBase
ST
EBS - Excel
Integration
CRM Sales E.I.
providing
P
Requirements
Administration and infrastructure requirements
P2
x
Access and associate workbook from within the CRM app. Includes hook
to Content Management system
P2
x
Hierarchical presentation - CRM Sales E.I. team constructed a cross
workbook reference macro that can be leveraged by consuming
teams
P2
x
Export / download across multiple worksheets within a workbook
P2
Multiple worksheet download from based on single workbook definition
P2
Common search framework metadata structure across workbooks, and
entities
P2
x
Dynamic workbook generation, (e.g.. applet converts to form in excel)
P3
Workbook hook in CRM application to DMS
(e.g.. Stellant)
P3
Dynamic re-mapping of application source (server)
(ability to alter locally at run time)
P3
Disconnected mode support
Mobile client support
OnDemand
(Oracle)
Query parameters, and save framework metadata structure across
workbooks and entities
Siebel 8.x/PS/JDE
P2
WebADI
Administration and infrastructure requirements
Hierarchical support between data in spreadsheet (inherited based on
application hierarchical rel.)
ESSBase
P
EBS - Excel
Integration
CRM Sales E.I.
providing
ST
Requirements
P1
P2
(partial)
x
x
x
NA
x
(partial)
x
x
Essbase tool shot
Example
parent:child
Essbase Excel form
Example data entry
Forecast=50 in Jan
Essbase Excel form
Example sheet with
value updated…
Simple Export in Fusion
Export with options in Fusion
ADF Export to Excel
ADFdi CRM Excel Integration access from UI
Excel Integration summary details
Recommendation to defer to Fusion V 1.1
What has been completed to date for CRM Excel integration?
•
•
•
•
•
Excel Integration (E.I.) design completed
E.I. code completed, end of March (2008) (CRM E.I.)
Current TM workbooks constructed on Excel 2007, drop 5 (ADFdi)
Review and discussion with larger Sales CRM teams.
TWDD defined and submitted
Who is impacted if Fusion CRM E.I. is deferred?
• Currently no consuming teams planning to leverage E.I. for V1
What remains to be done to deliver CRM E.I. with Fusion
V1?
• Build workbooks on Excel 2007, drop 5 prime (ADFdi)
• Complete full testing of workbooks and scenario’s
• Support solutions on any bugs found, or fixes required specific to EI
Excel Integration summary details:
roadmap
2007
2008
Q4
OCT
Prior work:
NOV
DEC
M2
Q1
FEB
JAN
MAR
M3
APR
Q2
MAY
Code delivery
Dev / Engineering
Test / QA
Q4
NOV
SEP
M5
Planned
T.M.
Excel
Testing
Technical Design
Q3
AUG
ST/ATG Drop6
Excel TDD
Product Mgmt
JUL
M4
ST/ATG Drop5
Excel Int. FDD
JUN
Testing
TWDD
Quality
Assurance
OCT
Consumers – Internal CRM Customers
CRM Fusion Customers
Customers who moved Excel Integration outside of V1 scope:
•
•
•
•
Territory Management
Sales Forecasting
Opportunity Management
Marketing: Campaigns, Budgeting
Other Fusion Customers
Applications outside of CRM, looking to integrate with Excel
through ADFdi and Fusion Framework after Fusion V1
• Order Management: Discount, Quotes, Price Administration
• Supply Chain Management
• CDM's EBS File Import solution in Fusion
Excel Integration- high level requirements
Description
E.I. tools
Download
Download of data to excel workbook.
All. Typically accomplished not by XLS, but by CSV, or
an ‘each’ time - field mapping tool.
Download: filter
and query
The ability to re-query data, or refresh data from
within the Excel workbook .
Oracle = ADFdi
CRM E.I. Provides a common metadata, search and
saved search framework.
Oracle App’s: JDE, Siebel, PS use a web service.
Other= MS CRM Dynamic
Upload
Bi-directional synchronization: once the data is
downloaded it can be edited and submitted back
to the application.
Oracle = ADFdi
Other= MS CRM Dynamic,
Others using configuration ¥
Workbook
changes /edits
Workbook can be modified by end users, and still
retain bi-directional synchronization.
Oracle = ADFdi partial solution [Dynamic DEG].±
Other= MS CRM Dynamic
Workbook
sharing
A modified workbook can be distributed by email,
server, file system, or Content Management
system.
Oracle = ADFdi.
CRM E.I. Provides application administration, and
relates ‘applet / screen’ to workbook.
Other = shared workbooks.*
Data sharing
Data in the workbook is limited by the users role
and/or responsibility.
Oracle = ADFdi
Other = MS CRM Dynamic
¥ Other applications can use a defined ODBC or the MS Office Add-in to directly map to database tables for data uploads back to the db or application.
These solutions require additional configuration, coding directly within the Excel workbooks, and the coding is then embedded in the workbook itself.
± Oracle CRM E.I. requires a defined ADFdi enabled workbook – an IT function originally. End Users can modify any Excel elements and store as part of
the workbook within the defined ADFdi enabled workbook once it is constructed and provided.
*Shared workbooks: for most competitive E.I. tools a shared workbook could be customized to query the data like an ODBC, or table connection and
does not take into consideration the workbook owner or user. ADFdi, requires security and/or log-in to download originally, and for data refresh. [SSO
enabled]
END.
Detail slides follow
Simple and ‘with options’ export screen shots
ADF export to Excel
ADFdi export to Excel
Appendix A. Requirement specifics
Appendix B. Timelines
Sales Forecasting
2007
2008
Q4
OCT
NOV
Q1
DEC
JAN
M2
FEB
Q2
MAR
APR
M3
MAY
Q3
JUN
JUL
AUG
Q4
SEP
M4
M5
Creation & Review (Backend)
Creation & Review (UI)
Administration (Backend)
Administration (UI)
Adjust & Rollup (Backend)
Adjust & Rollup (UI)
UI Requirements
BI Requirements
Excel Requirements
Data Model
Forecast Administration TDD
Forecast Creation and Review TDD
Forecast Adjust and Rollup TDD
BI TDD
Excel TDD
Schema
Staffed
Outsourced
Resource Gap
BI
Excel
OCT
NOV
DEC
Opportunity Management
2007
2008
Q4
OCT
NOV
Q1
DEC
JAN
M2
FEB
Q2
MAR
M3
FDD (include UI and BI)
APR
Q3
MAY
JUN
JUL
M4
AUG
Q4
SEP
M5
Sales Method and Stage
Data Model
Sales and Org Team
Manage Activities
Create/Modify/Delete Opportunity
Manage Opportunity Expected,
Actual Revenue, Probability
Integrate with Revenue
Manage Customers and Contacts
Opportunity Notes
Manage Contact Preference
Territory Management Intg
Assignment Manager Intg
Lead and Source Integration
Search
Assessment and Strategy
Interactions
Security
Notification, Worklist
Leverage Past Deal Insight
Manage Competitor
Manage Reference
Staffed
Outsourced
Resource Gap
Estimate pending plan
from Pradeep Kotha
Assessment Component
Calendar/Schedule Activities
Excel Integration
Audit Trail
Oppty Tagging/Categorization
Embedded Analytics, Reports
OCT
NOV
DEC
Marketing Planning
2007
2008
Q4
OCT
Q1
NOV
DEC
JAN
M2
FEB
Q2
MAR
APR
M3
Q3
MAY
JUN
M4
JUL
AUG
Q4
SEP
M5
UI Requirements
BI Requirements
MRM FDD
Marketing Plan and Gantt TDD
Data Model
Plans Backend
Plan Calendar
Plan,Initiatives and Goals UI
Campaign gantts,AMX, Activity
Integration
UI True up and integration testing
Upgrade
Hierarchies,Excel TDD
Budget Tree
Staffed
Outsourced
Resource Gap
Trees Service, Region
Admin UI, Plan Tree,
Region Trees
Excel
UI True up and integration testing
And upgrade
OCT
NOV
DEC
Microsoft CRM Dynamic Screenshot
Siebel 8.0 Excel integration
Additional integration concepts
SharePoint 2007
Additional Data sources:
• Territory Management Project Plan and (Roadmap ?)
•
•
http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20DeliverablesPublic/CRM/Sales/Oracle%20Territory%20Management/Functional%20Design/Territory%20Admin%20%20Maint%20through%20Excel%20
FDD.doc
TM Demo => http://files.oraclecorp.com/content/MySharedFolders/Fusion%20MOT/FDI%20PoC/Prototype%20-%20Demo%202/FDITerrApp_24Sep_Demo.zip
• Revenue Management
•
http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20DeliverablesPublic/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Revenue_Mangement_FDD.doc
• Opportunity Management
•
http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20DeliverablesPublic/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Manage%20Opportunity%20%26%20Sales
%20Activity_FDD.doc
• Sandhya Bhat’s teams test planning TWDD
End…