<Insert Picture Here>

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 <Insert Picture Here>

• JDBC Driver Overview

– Architecture
– Configuration
• BI Publisher Enterprise Demo
• Roadmap
• Q&A
 Distinct BI Solutions Have Addressed What Should
be a Seamless Continuum

Strategic Dynamic

Modeling

Past Oriented Future Oriented

Analytics

Query and
Reporting

Operational Static

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

4
 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?
Which customers are most profitable?
Operational Static

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

5
 Modeling & Analytics in the BI Continuum

Strategic Dynamic

Modeling

Past Oriented Future Oriented

Advanced
Analytics

Ad-Hoc Query
& Reporting

Standardized
Reporting Operational Static

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

6
 Oracle BI Server
Simplified, Powerful, Intelligence Across Sources

Oracle BIEE
• Simplified business model Plus Other 3rd
view Presentation Party
Services Tools
• Advanced calculation & OPEN SQL INTERFACE
integration engine Simplified Business View
Unified Metadata
• Intelligent request generation Oracle BI Intelligent Caching
Advanced Calculations
and optimized, distributed Server Aggregate Navigation & Creation
data access Federated Query and Integration
Optimized SQL/Function Shipping
• Mission critical scalability and
performance
• Foundation for all OBIEE
Native RDBMS Multi-dimensional Other
presentation services Oracle Essbase XML
SQL Server Oracle OLAP Excel
DB2 Microsoft Text
Teradata SAP

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

7
 Oracle BI Applications
Prebuilt Solutions for JD Edwards, EBS, PeopleSoft, Siebel, and more

• Add insight to CRM and

ERP applications
CRM Analytics ERP Analytics
• Easy to adapt and Sales Financials
extend Service & Contact Center Human Resources

• Tight integration with Marketing Procurement & Spend

Loyalty Supply Chain & Order Mgmt
OLTP systems Price Projects
• Works with existing IT
environment Common Enterprise Information Model
• Fast time to value; Low Oracle BI Server
TCO Other Data Sources
IVR, ACD, CTI
• Over 3,000 customers Hyperion
MS Excel
Syndicated

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

 Best Practice Analytic Content
Better Business Insight

CRM ANALYTICS ERP ANALYTICS

SERVICE & PROCUREMENT & SUPPLY CHAIN &
SALES MARKETING CONTACT CENTER FINANCIALS SPEND ORDER MGMT

• Pipeline Analysis • Campaign • Service • General Ledger • Direct & Indirect • Revenue &
Effectiveness Effectiveness Spend Backlog
• Forecast Accuracy • Accounts
• Customer Insight • Customer Receivable • Buyer Productivity • Inventory Analysis
• Up-sell/Cross-sell Satisfaction • Contract
• Cycle Times • Product Propensity • Accounts Payable Compliance • Fulfillment Status
• Resolution Rates
• Lead Conversion • Market Basket • Service Rep • Cash Flow • Supplier • Customer Status
Analysis Efficiency • Profitability Performance • Order Cycle Time
• Sales Team • Purchase Cycle
Effectiveness • Campaign ROI • Service Cost • Expense • BOM Analysis
Time
• Service Trends Management • Employee Expense

HUMAN
PRICE LOYALTY PROJECTS RESOURCES

• Price Segments • Member • Project Funding • Employee

• Price Waterfall Demographics and Budget Productivity
Analysis • Program Revenue • Product Cost • Compensation
• Deal Life Cycle • Membership • Project Revenue • Talent
• Deal Desk Trends • Project Billing Management
Analysis • Promotion • Project Profitability • Recruiting Analysis
• Product Pricing Effectiveness • Learning Analysis
Performance • Points Analysis • Workforce Profile

ORACLE BI SUITE ENTERPRISE EDITION PLUS

AND OTHER OPERATIONAL
SOURCE ADAPTERS:
AND ANALYTIC SOURCES

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 9

 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 Procure & Spend

Projects
7.9.6 Financials for E1 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 Distribute

PDF

Email
RTF
BI
HTML
Publisher
Excel Printer
UBE XML
XSL

EDI
Report Definition
EFT
File System

XML Repository
Report Definition - Setup

Available Default
Output types: Output type:
can be chosen at automatic
submission choice

Language
Selected Choice isalldriven
Languages: those by
checked
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
 <Insert Picture Here>

Update 3 Enhancements
 Customer Driven Enhancements

• Report Specific Email Subject and Body

• Recipient preference language

• Consolidated Output
 <Insert Picture Here>

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 Java Applications

Desktop
Other Oracle BI
reporting Other app
client app Publisher

Thin JDE E1 JDBC interface Data Access Driver

Thick JDE E1 JDBC interface

JDBC

New in
Data
Tools 8.98.1
Access
Server
New in
J2EE
Tools 8.98

Non JDE E1
Business Functions Security Component
Database Server
Industry
Standard
Batch
Enterprise Server
JDE E1
Component
Oracle JD Edwards EnterpriseOne

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DAS & DAD via Server Manager - Install
 <Insert Picture Here>

JDBC Driver with BI Publisher

 Oracle BI Publisher Standalone with JDE E1

PDF

HTML Email

XSL Excel

Power
Point Printer
Layout Templates
JDBC Driver Flash

BI Publisher RTF Fax

CSV
JDE
EnterpriseOne • Word • Excel XML
Repository
• Acrobat • Flex
• JDev • Others EDI

EFT e-Commerce

Layout Tools Output Formats Destinations

BI Publisher – Interactive Reports
 Single Solution with BI Publisher

PDF

HTML Email

Excel
UBE XSL
Power
Point Printer
JD Edwards Layout Templates
EnterpriseOne Flash

BI Publisher RTF Fax

CSV

• Word • Excel XML

Repository
• Acrobat • Flex
• JDev • Others 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 INTERACTIVE
• An event in JDE E1 • An event outside of JDE
triggers the report. E1 triggers the report.
• Need to update data in • Read only data.
the database. • Minimal data
• Data manipulation. manipulation.
• No user action. • Ad-hoc or on-demand.
 <Insert Picture Here>

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 Descriptions
Librarian 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

34
 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

35
 Layout Editor
WYSIWIG Layout Designer

Ribbon Style Menu

Data Source brings

all the fields
defined
in the data model

36
 Layout Editor
WYSIWIG Layout Designer

Properties for
Advanced Context Sensitive
user
Ribbon Style Menu

37
Layout Editor
High fidelity pixel perfect report output

38
Layout Editor
Interactive output

39