BI Publisher for JD Edwards E1 Reporting v3

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Using Oracle's BI Publisher for your JD Edwards EnterpriseOne reporting

Jeff Erickson

Senior Principal Product Manager

The preceding is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.


Agenda

• Embedded BI Publisher

• JDBC Driver Overview

– Architecture

– Configuration

• BI Publisher Enterprise Demo

• Roadmap

• Q&A

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 4

Distinct BI Solutions Have Addressed What Should

be a Seamless Continuum

Modeling

Future OrientedPast OrientedAnalytics

Query and Reporting

Operational Static

Strategic Dynamic


The Business Intelligence Continuum

Which customers spend the most?

What did this customer buy?Which customers are most profitable?

What if demand falls short of forecast?

What if we rolled out this product nationwide?

Will our cash balances take us through this crisis?

What is the Q4 revenue forecast?

Future OrientedPast Oriented

Operational Static

Strategic Dynamic


Modeling & Analytics in the BI Continuum

Ad-Hoc Query& Reporting

Standardized Reporting

AdvancedAnalytics

Modeling

Future Oriented

Operational Static

Strategic Dynamic

Past Oriented


Oracle BI ServerSimplified, Powerful, Intelligence Across Sources

• Simplified business model

view

• Advanced calculation &

integration engine

• Intelligent request generation

and optimized, distributed

data access

• Mission critical scalability and

performance

• Foundation for all OBIEE

presentation services

OPEN SQL INTERFACE

Oracle BIEE Plus Presentation Services

Other 3rd

Party Tools

Oracle BI Server

Native RDBMS

Oracle

SQL Server

DB2

Teradata

Multi-dimensional

Essbase

Oracle OLAP

Microsoft

SAP

Other

XML

Excel

Text

Simplified Business View

Unified Metadata

Intelligent Caching

Advanced Calculations

Aggregate Navigation & Creation

Federated Query and Integration

Optimized SQL/Function Shipping

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BI ApplicationsPrebuilt Solutions for JD Edwards, EBS, PeopleSoft, Siebel, and more

Other Data Sources

IVR, ACD, CTI

Hyperion

MS Excel

Syndicated

Oracle BI Server

Common Enterprise Information Model

• Add insight to CRM and ERP applications

• Easy to adapt and extend

• Tight integration with OLTP systems

• Works with existing IT environment

• Fast time to value; Low TCO

• Over 3,000 customers

ERP AnalyticsFinancials

Human Resources

Procurement & Spend

Supply Chain & Order Mgmt

Projects

CRM AnalyticsSales

Service & Contact Center

Marketing

Loyalty

Price

CRM ANALYTICS ERP ANALYTICS

SALES

• Pipeline Analysis

• Forecast Accuracy

• Up-sell/Cross-sell

• Cycle Times

• Lead Conversion

• Sales Team Effectiveness

MARKETING

• Campaign Effectiveness

• Customer Insight

• Product Propensity

• Market Basket Analysis

• Campaign ROI

SERVICE &

CONTACT CENTER

• Service Effectiveness

• Customer Satisfaction

• Resolution Rates• Service Rep Efficiency

• Service Cost• Service Trends

ORACLE BI SUITE ENTERPRISE EDITION PLUSAND OTHER OPERATIONAL AND ANALYTIC SOURCES

SOURCE ADAPTERS:

PRICE

• Price Segments

• Price Waterfall Analysis

• Deal Life Cycle

• Deal Desk Analysis

• Product Pricing Performance

LOYALTY

• Member Demographics

• Program Revenue

• Membership Trends

• Promotion Effectiveness

• Points Analysis

FINANCIALS

• General Ledger

• Accounts Receivable

• Accounts Payable

• Cash Flow

• Profitability

• Expense Management

PROCUREMENT &

SPEND

• Direct & Indirect Spend

• Buyer Productivity• Contract Compliance

• Supplier Performance

• Purchase Cycle Time

• Employee Expense

SUPPLY CHAIN &

ORDER MGMT

• Revenue & Backlog

• Inventory Analysis

• Fulfillment Status

• Customer Status

• Order Cycle Time

• BOM Analysis

PROJECTS

• Project Funding and Budget

• Product Cost

• Project Revenue

• Project Billing

• Project Profitability

HUMAN

RESOURCES

• Employee Productivity

• Compensation

• Talent Management

• Recruiting Analysis

• Learning Analysis

• Workforce Profile

Best Practice Analytic ContentBetter Business Insight


JD Edwards OBIA Roadmap

2010 Next 12-24 months

Procure & Spend

Projects

Manufacturing

Fixed Assets

7.9.6.2 Supply Chain & Order Mgmt

* OBIA Releases prior to 11g use Informatica Extract-Transform-Load (ETL) only. After 11g both

Informatica and Oracle Data Integrator (ODI) ETL adapters will be available for JD Edwards OBIA applications

11g ODI-based adapters*

2009

7.9.6.1 Financials for World

7.9.6 Financials for E1

Embedded BI PublisherDelivering Customer Facing Documents

Extract Transform

UBEXSL

Report Definition

Publish

XML Repository

XML

EDI

EFT

Email

Printer

PDF

RTF

HTML

Excel

Distribute

BI Publisher

File System

Available

Output types:

can be chosen at

submission

Selected Languages: all those checked

will print

User Preference Language: prints if available

Language Choice is driven by

available templates

Default

Output type:

automatic

choice

Report Definition - Setup

- A full set will be sent to Max

- A full set will be sent to Curtis

- An individual section will be sent to each email found

This report will burst on address

Report Definition - Setup


Update 3 Enhancements

Customer Driven Enhancements

• Report Specific Email Subject and Body

• Recipient preference language

• Consolidated Output


JDBC Driver Overview

JDBC Driver Capabilities

• Read Only

• Enforces JD Edwards Security

• Applies JD Edward EnterpriseOne Data Formats

– Date fields

– Math Numeric fields

JD Edwards EnterpriseOne Data QueriesTools 8.98.1 adds the Data Access Driver (DAD)

Standards based JDBC (type 4) driver for java server applications

19

Enterprise Server

J2EE

Batch

IndustryStandard

JDE E1

Component

Non JDE E1

Component

Data

Access

Server

New in

Tools 8.98

Oracle JD Edwards EnterpriseOne

JDBC

Security

Server

Business Functions

Database

Java Applications

Oracle BI

Publisher

Data Access Driver

Thick JDE E1 JDBC interface

Other app

New in

Tools 8.98.1

Java Applications

Desktop

reporting

Thin JDE E1 JDBC interface

Other

client app

DAS & DAD via Server Manager - Install


JDBC Driver with BI Publisher

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

Power

Point

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository• Word

• Acrobat

• JDev

Layout Tools

• Excel

• Flex

• Others

Oracle BI Publisher Standalone with JDE E1

XSL

JDE

EnterpriseOne

JDBC Driver

BI Publisher – Interactive Reports

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

Power

Point

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository• Word

• Acrobat

• JDev

Layout Tools

• Excel

• Flex

• Others

Single Solution with BI Publisher

XSL

JD Edwards

EnterpriseOne

UBE

�Government Forms

�Order Forms

�Invoices

�Operational Reports

�Correspondence

�Financial Statements

�Checks

�Purchase Orders

�Labels / Bar Codes

�Collateral

�eText

Oracle BI Publisher Benefits

… For All your Business Documents

When to use Embedded or Interactive Reports??

EMBEDDED

• An event in JDE E1

triggers the report.

• Need to update data in

the database.

• Data manipulation.

• No user action.

INTERACTIVE

• An event outside of JDE

E1 triggers the report.

• Read only data.

• Minimal data

manipulation.

• Ad-hoc or on-demand.


Update 3 Enhancements

• Intuitive table names

• Improve the usability of BI Publisher Query Builder :

• User friendly column description

• Display column name from the DD

• Displays in the language of the end user

• Provides consistence between JDE E1 apps and BI

Publishers queries

• Automatically retrieve UDC descriptions

BI Publisher with JD Edwards EnterpriseOneSimplifying Query Building

Roadmap subject to change without notice. The above is intended for

information purposes and may not be incorporated into a contract.


Table description from Object Librarian

Descriptions from DD



JDBC Driver Improvements

• Improve the usability of BI Publisher Query Builder :

– Table Name Description

– Column Name Description

– UDC Descriptions

• This project includes displaying Column and UDC

Description in the user language.

• The report developer can overwrite the Column

Description for the report rendering.


The description is

automatically Retrieved

In template builder, the UDC

code and description are available to the

user



• An ESU is required for embedded solution

– 8.11 SP1 and above

• JDBC Driver/BI Publisher is 8.11 SP1 and above

• Need to conduct performance testing

– Impact to DB

Other Consideration

• Oracle Technology Network has a dedicated page for BI Publisher.

• The Oracle BI Publisher Demonstration Library.

• BI Publisher Forum

•

• Desktop Plug-in– C:\Program Files\Oracle\BI Publisher\BI Publisher Desktop

• Samples

• Demos

• My Oracle Support (789074.1)

• Documentation– Install and configuration of JDBC Driver

• JD EnterpriseOne BI Publisher Guide

• JD EnterpriseOne Server Manager Guide

• Redpaper

– How to create BI Publisher Reports

• Oracle BI Publisher guides

Additional information

34

JD Edwards with BI Publisher 11g

35

BI Publisher InnovationTemplate Builder & RTF Template Enhancements

• Ribbon Toolbar

• Gauges

• Dual Y Charts

• Running Totals

• Form fields up to 40k

• Group Left Enhancements

• Style Templates

• Sample Data

• Business View support

• Non Admin User install

36

Layout EditorWYSIWIG Layout Designer

Data Source brings

all the fields defined

in the data model

Ribbon Style Menu

37

Properties for

Advanced user

Context Sensitive

Ribbon Style Menu

Layout EditorWYSIWIG Layout Designer

38

Layout EditorHigh fidelity pixel perfect report output

39

Layout EditorInteractive output

BI Publisher for JD Edwards E1 Reporting v3

Documents

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