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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.
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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
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 5
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
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 6
Modeling & Analytics in the BI Continuum
Ad-Hoc Query& Reporting
Standardized Reporting
AdvancedAnalytics
Modeling
Future Oriented
Operational Static
Strategic Dynamic
Past Oriented
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 7
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
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 9
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
Printer
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
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Update 3 Enhancements
Customer Driven Enhancements
• Report Specific Email Subject and Body
• Recipient preference language
• Consolidated Output
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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
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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
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JDBC Driver with BI Publisher
Layout Templates
XML
EDI
EFT
Output Formats Destinations
BI Publisher
HTML
Excel
Power
Point
CSV
Flash
RTF
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
HTML
Excel
Power
Point
CSV
Flash
RTF
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.
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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.
BI Publisher with JD Edwards EnterpriseOneSimplifying Query Building
Table description from Object Librarian
Descriptions from DD
Roadmap subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract.
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.
BI Publisher with JD Edwards EnterpriseOneSimplifying Query Building
The description is
automatically Retrieved
In template builder, the UDC
code and description are available to the
user
Roadmap subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract.
• 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
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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