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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 Oracles products remains at the sole discretion of Oracle.

Agenda

Embedded BI Publisher JDBC Driver Overview

Architecture Configuration

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BI Publisher Enterprise Demo Roadmap Q&A

Distinct BI Solutions Have Addressed What Should be a Seamless Continuum

Strategic Dynamic

Modeling
Past Oriented

Analytics Query and Reporting

Operational Static

Future Oriented

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

The Business Intelligence Continuum

Strategic

Dynamic

Will our cash balances take us through this crisis? What if we rolled out this product nationwide?

What if demand falls short of forecast?

Past Oriented Future Oriented

Which customers spend the most? What is the Q4 revenue forecast? What did this customer buy?
Operational Static

Which customers are most profitable?

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

Modeling & Analytics in the BI Continuum

Strategic

Dynamic

Modeling

Past Oriented Advanced Analytics

Future Oriented

Ad-Hoc Query & Reporting

Standardized Reporting

Operational

Static

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

Oracle BI Server
Simplified, 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
Native RDBMS Oracle SQL Server DB2 Teradata Multi-dimensional Essbase Oracle OLAP Microsoft SAP Other XML Excel Text

Oracle BIEE Plus Presentation Services

Other 3rd Party Tools

OPEN SQL INTERFACE Simplified Business View Unified Metadata Intelligent Caching Advanced Calculations Aggregate Navigation & Creation Federated Query and Integration Optimized SQL/Function Shipping

Oracle BI Server

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

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

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

CRM Analytics
Sales Service & Contact Center Marketing Loyalty Price

ERP Analytics
Financials Human Resources Procurement & Spend Supply Chain & Order Mgmt Projects

Common Enterprise Information Model Oracle BI Server

Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated

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

Best Practice Analytic Content

Better Business Insight
CRM 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 FINANCIALS General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management

ERP ANALYTICS
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

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

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

ORACLE BI SUITE ENTERPRISE EDITION PLUS

SOURCE ADAPTERS: AND OTHER OPERATIONAL AND ANALYTIC SOURCES

Copyright 2009, Oracle and/or its affiliates. All rights reserved.

JD Edwards OBIA Roadmap

2009 2010 Next 12-24 months

11g ODI-based adapters* 7.9.6.2 Supply Chain & Order Mgmt 7.9.6.1 Financials for World 7.9.6 Financials for E1
Procure & Spend Projects Manufacturing Fixed Assets

* 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

Embedded BI Publisher
Delivering Customer Facing Documents

Extract

Transform

Publish
PDF RTF

Distribute
Email

BI Publisher
UBE
XSL

HTML Excel XML EDI EFT

Printer

Report Definition

File System

XML Repository

Report Definition - Setup

Available Output types: can be chosen at submission

Default Output type: automatic choice

Selected Languages : all those by checked Language Choice is driven available templates will print User Preference Language: prints if available

Report Definition - Setup

This report will burst on address

- 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

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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 Queries

Tools 8.98.1 adds the Data Access Driver (DAD) Standards based JDBC (type 4) driver for java server applications
Java Applications
Desktop reporting Other client app

Java Applications
Oracle BI Publisher Other app

Thin JDE E1 JDBC interface

Data Access Driver Thick JDE E1 JDBC interface

JDBC New in Tools 8.98.1 New in Tools 8.98 Non JDE E1 Component Industry Standard

Data Access Server

J2EE

Business Functions Database

Security Server Batch

Enterprise Server Oracle JD Edwards EnterpriseOne

JDE E1 Component

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DAS & DAD via Server Manager - Install

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JDBC Driver with BI Publisher

Oracle BI Publisher Standalone with JDE E1

PDF HTML XSL

Excel Power Point Flash

Email

Layout Templates
JDBC Driver

Printer

BI Publisher
JDE EnterpriseOne

RTF CSV

Fax

Excel Word Acrobat Flex Others JDev

XML

Repository

EDI EFT

e-Commerce

Layout Tools

Output Formats

Destinations

BI Publisher Interactive Reports

Single Solution with BI Publisher

PDF HTML

Email

UBE JD Edwards EnterpriseOne

XSL

Excel Power Point Flash

Layout Templates BI Publisher Excel Word Acrobat Flex Others JDev

Printer

RTF CSV XML

Fax

Repository

EDI EFT

e-Commerce

Layout Tools

Output Formats

Destinations

Oracle BI Publisher Benefits For All your Business Documents

Purchase Orders Labels / Bar Codes Collateral Government Forms eText Order Forms Invoices Operational Reports Correspondence Financial Statements Checks

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

BI Publisher with JD Edwards EnterpriseOne

Simplifying Query Building

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

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 EnterpriseOne

Simplifying 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 EnterpriseOne

Simplifying 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.

Other Consideration

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

Additional information

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

JD Edwards with BI Publisher 11g

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BI Publisher Innovation
Template 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

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Layout Editor
WYSIWIG Layout Designer

Ribbon Style Menu

Data Source brings all the fields defined in the data model

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Layout Editor
WYSIWIG Layout Designer
Properties for Advanced user Context Sensitive Ribbon Style Menu

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Layout Editor
High fidelity pixel perfect report output

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Layout Editor
Interactive output

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