1. NorCal OAUG Reporting Oracle ERP Data with BusinessObjects Presenter: Scott Tang

2. 2 Agenda Introduction Basic Oracle & BusinessObjects Architecture Report and Universe Creation Demonstration Echelon’s Specifics –Oracle ERP Modules and BusinessObjects’ RDTs –Security and User Setups –Reporting Structure –Other Tips & Uses

3. 3 Introduction Echelon Corporation – 275 Employees Worldwide www.echelon.com www.echelon.com Oracle 10.7 and 11i – 5 years BusinessObjects 4.x and 5.x – 5 years –35 users –100+ ad-hoc reports –25+ universes Empower users (Teach users to fish) philosophy –Big time saver: Allow end users to (re)format reports –Super users can produce reports 90% of time unassisted –When not successful, super users attempt at a report translates to report requirements and a prototype.

4. 4 Oracle / BusinessObjects’ Architecture BusinessObjects Universes and RDTs Query, Reporting & Analysis Oracle Database Oracle ERP PRODUCTION End Users/ Super Users Sales Marketing Finance Operations Report Administration Business Analysts Universe Designer Apps DBA Sys Admin BusinessObjects Repository Universes (Tables/Views) Reports Database Connections User Administration / Security InfoView / Reporter / Explorer Designer / Supervisor Broadcast Agent Report Scheduling/Publishing Oracle ERP Development & Test

5. 5 Report & Universe Demonstration Creating an “Active Oracle Users” report using Explorer Creating a Universe using Designer

6. 6 Oracle and BusinessObjects RDTs Oracle Applications / BusinessObjects Rapid Deployment Templates Application Object Library (AOL) Accounts Payable (AP) Accounts Receivable(AR) Bill Of Materials (BOM) Engineering (ENG) Fixed Assets (FA) General Ledger (GL) Inventory (INV) Master Scheduling/MRP (MS/MRP) Order Management (OM) Shipping Module Purchasing (PO) Work In Process (WIP)

7. 7 Security – BusinessObjects Supervisor Users Level Sign-ons Report Access Universe Access Data secured by SQL “Select Only”

8. 8 Reporting Structure 35 End Users – Retrieve, refresh, (re)format reports 3 Report Creators – Superusers validate results & publish –Manufacturing –Order Admin / Receivables –Finance 1 Universe Designer / Supervisor

9. 9 Other Tips and Uses Create and Customize your own universes Create views and add them to the existing universes Use free-hand SQL For complex reports that require PL/SQL: –Create Oracle programs that populate a table –Use BusinessObjects to retrieve data from table No other 3 rd party tools needed, but could use Noetix Future Uses: –Ad-hoc reporting for Remedy, Agile, & other enterprise apps –Data Warehousing/ Data Marts –Dashboards / Key Performance Metrics