Presentation on theme: "Oracle BI Publisher for JD Edwards"— Presentation transcript:
1 Oracle BI Publisher for JD Edwards Greg SmithOracle Principal Sales Consultant
2 DisclaimerThe following 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.
3 Business Intelligence Continuum for JDE E1 Oracle Predictive Modeling ToolsHyperion EssbaseReal Time Decisions5Oracle’s EPM SystemOracle Performance Mgmt ApplicationsHyperion Planning and BudgetingHyperion Financial Managementmore4Oracle BI ApplicationsFinancial AnalyticsSupply Chain & Order Mgmt AnalyticsProcurement & Spend Analyticsmore3StrategicDynamicPast OrientedFuture OrientedOperationalStaticJDE E1 Operational ConsolesFinancial Mgmt & Compliance ConsolePlant Manager Dashboard2It starts with being able to do operational and standardized reporting within the JDE E1 framework. Over 3000 pre-built JDE E1 reports exist today. With support for Embedded BI Publisher in Tools 8.97 and support for Standalone BI Publisher coming in Tools 8.98, operational and standardized reporting capabilities increase dramatically by providing such things as the ability to not only generate pixel perfect reports but to more easily perform ad-hoc queries.The JDE E1 Operational Consoles are the next step along the JDE E1 BI continuum. Built using JDE E1 Tools and Technology, the Operational Consoles run within the JDE E1 framework and are a great entry point into analytics. Two out of the box consoles are available today, the Financial Mgmt & Compliance Console and the Plant Manager Dashboard. Each consist of a set of pre-defined metrics which enable operational managers and users to gain timely insight into daily business operations in order to identify operational inefficiencies and predict potential business problems. While the Operational Consoles are extensible, if there is not a 70-80% fit with the pre-defined metrics and drill-paths then the next step along the continuum would be to consider Oracle’s Enterprise Performance Management System which is based on the industry-leading OBI EE Plus platform.Within Oracle’s EPM System, based on the needs along the BI Continuum, there are the Oracle BI Applications, Hyperion’s Performance Management Applications, and finally Oracle Predictive Modeling Tools (tools not applications) for advanced what-if analysis and Predictive Analytics.I’m please to be able to tell you today that in order to enable JDE E1 customers to more easily leverage the Oracle BI applications, we are planning to build an JDE E1 Adapter that will allow JDE E1 to be used as an OLTP data source for the Oracle BI applications.JDE E1JDE E1 Standardized ReportingJDE E1 UBE, QBE (Query By Example)Oracle BI Publisher1Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
4 JDE Reporting Strategy Enable E1 & World customers the tools and mechanisms necessary to Extract, Transform, Publish, Distribute data without requiring dependence on third party applications.At the same time to provide E1 & World (via JDBC adaptor) customers the services and mechanisms necessary to facilitate use of third party applications should they choose to use them.To deliver this capability across the spectrum of reporting needs from batch processing through business intelligence and analytics
5 Oracle BI Publisher – What and Why BI Publisher formerly called XML PublisherBI Publisher is an Oracle Fusion ApplicationDesign / maintenance of report layouts is simplerLayout templates are designed in MS WordUsers can design & preview the reports themselvesusing sample data from E1 and WorldBI Publisher can be called from RDA/UBE, World Writer, Dream Writer, World ExportE1 and World’s database could be accessed from BI PublisherJDBC driver for E1 and World
6 Design reports using E1 & World data Many customers today have very strong business requirements in the reporting area around World. These include:High Fidelity Reports:These reports are rich in images, charts, multiple fonts and color are a very desirable feature for reports when they are to be distributed in and outside the company.Partner ReportsThese include Invoices, Purchase Orders and Checks, which require ‘rich’ content and are currently highly customized.Financial StatementsFinancial statements need to be presented to shareholders and upper management in a high fidelity format; your accounts would rather see them in Microsoft Excel.Government FormsMany government agencies now demand that you interact with them in a specific format e.g. tax forms.Marketing MaterialsThe marketing materials generated by companies require rich personalized content.ContractsInteracting with your customers and suppliers often requires written contracts that need to be presented in a high fidelity format.ChecksThe checks you send to employees and suppliers require a specific format and even ink so that their banks are able to process them.LabelsAny company generating product will need to label it often including a barcode.XMLB2B interaction requires XML as the format and this may require a transformation of one xml format to another.Of course all of these documents then need to be delivered to a report consumer be that via , fax or printer.Electronic File Transfer (EFT) and (EDI) are formats used to communicate with your banks and partners.
7 E1, World, Siebel, Hyperion, etc From Data to DestinationPDFE1, World, Siebel, Hyperion, etcRTFHTMLPrinterOracle,SQL ServerExcelBI PublisherFaxXSLXMLJava, C++,Pearl, etcTemplatesEDIWebDAVData SourceBI Publisher can accept data from a host of data providers, it uses XML data so if a source can generate XML then BI Publisher can be integrated into the system.TemplatesLayout templates are built using familiar desktop applications such as MSWord and Adobe Acrobat. Plugins are provided to help the report designer to build the layout they want in their favored application. Customers are not tied to these applications, BI Publisher has a W3C XSLFO implementation at its heart and there are many visual XSLFO editors available that can generate templates for use with BI Publisher.OutputsBI Publisher is able to generate multiple output formats from a single datasource and template:PDFRTFExcelHTMLXMLEDIEFTDestinationsThe generated output can then be delivered to many delivery channels including:PrinterFAXWebDAV (FilesOnline)HTTP/SFTPWordExcelAcrobatJDeveloperGovernmentPDF formsEFTe-CommerceWeb ServicesData SourceLayout ToolsOutputDestinations
8 Three “moving parts” BI Publisher Desktop E1 UBE World DW, WW etc Word with Plug-InE1 UBEWorldDW,WWetcBatch orInteractiveExport orJDBCDataTemplateAcrobat2.1.3.BI Publisher EngineReportEFTXMLor FaxPrinterWeb Site
9 Extract Once – Publish Multiple Times Data from E1 & WorldEFTBankingEFTControllerExcelBI PublisherCEOHTMLPDFExtract Once – Publish Multiple TimesBI Publisher has the ability to publish multiple times using the same data source. For instance, a company can generate its payment data in a single data extraction program. From that they can generate:Electronic Funds Transfer (EFT) to communicate to banks to make payments to suppliersExcel – Accountants and controllers are able to get the payment data into Excel for further analysisHTML – Payment data can be published to a company portal via HTMLPDF – Government reporting requires the PDF format for communicationXML – for B2B communication XML is fast becoming the de-facto standardWith the use of different layout templates BI Publisher simplifies the reporting architecture for customers.GovernmentXMLB2BXMLXSLDifferent TemplatesFor different output layouts
10 Multi-Site, Multi-National Companies: Create one report template that can be shared by allGovernment forms (PDF) can be filled out with World dataStatic text on the report (headings, etc) can be translatedBI Publisher contains a full set of Unicode FontsNo need for language-specific printersBI Publisher supports 185 languages
11 When to use Embedded or Interactive Reports?? An event in JDE E1 triggers the report.Need to update data in the database.Data manipulation.No user action.INTEACTIVEAn event outside of JDE E1 triggers the report.Read only data.Minimal data manipulation.Ad-hoc or on-demand.
12 <Insert Picture Here> BI Publisher Template Creation
13 User Generates XML from E1/World Use the Export feature from World Writer, DWSave the output file on your IFS drive of the System ISave the file as .XML</WW_DTL><WW_DTL><WW_AddressNumber>4006</WW_AddressNumber><WW_A5AN801>A&B Electric Motor Service</WW_A5AN801><WW_A5AN806>Denver</WW_A5AN806><WW_A5AN807>CO</WW_A5AN807><WW_AmtInvoicedThisYr> </WW_AmtInvoicedThisYr><WW_AmtInvoicedPriorYr> </WW_AmtInvoicedPriorYr><WW_ReportCodeAddBook003>MDW</WW_ReportCodeAddBook003><WW_ABAC0301>Midwestern</WW_ABAC0301>
27 Report Definition - Setup Available Output types: can be chosen at submissionDefault Output type: automatic choiceSelected Languages: all those checked will print User Preference Language: prints if availableLanguage Choice is driven by available templates
28 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 found
30 BI Publisher High-Fidelity Reporting One Solution for All Document Needs Purchase OrdersLabels / Bar CodesCollateralEmployee FormsGovernment FormsOrder FormsInvoicesOperational ReportsCorrespondenceOracle BI Publisher, which was previously named XML Publisher, is Oracle’s next generation reporting tool. It comes with BI EE, or is sold separately. Organizations today often have multiple reporting tools, and BI Publisher was designed to address the full spectrum of reporting and document publishing needs that customers have, thus enabling organizations to adopt a single solution for all of business documents, including…This enables customers to reduce the complexity and maintenance costs by removing the need for multiple reporting solutions, while still meeting the reporting requirements for the company.Financial StatementsChecks3030