Oracle BI Publisher For JDE World A9 - Jdescug

Oracle BI Publisher for JDE World A9.2 Creating Templates and Generating BI Publisher Reports from JDE World by Nicole Baxter Linda Pollichronakis

BI Publisher Overview JD Edwards BI Publisher is a set of reporting tools to generate business documents in many formats with full range of functionality such as charts, formulas, watermarks, logos, and customer specific formatting. The tool set is designed to reduce the cost of customizing reports and utilize familiar enhanced desktop tools (Word, Excel, Acrobat, etc) so users can more easily format reports. SMI - Making technology work for you 2

Current Reporting Challenges Modification for format changes requires customization, may be multiple requirements Often requires new Batch Report to be built for each requirement typically by a developer There are challenges getting reports out of World into a business form Logic Format Translation Batch Report SMI - Making technology work for you 3

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BI Publisher Output SMI - Making technology work for you 5

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BI Publisher Features Report Features – Full range of charting capabilities – Conditional formatting – Report interactivity: filter, sort, hide columns – Formulas and functions – Multiple table/forms layout – Watermark support – Rich text formatting SMI - Making technology work for you 7

BI Publisher Features Design Tools – Use Microsoft Word or Adobe Acrobat to design layout – Use XMLP’s Template Build plug-in to Microsoft Word Font Support – Advanced font sub setting and embedding – Support for external fonts, such as barcodes and MICR SMI - Making technology work for you 8

BI Publisher Features Document Generation – Output formats: PDF, RTF, HTML, Excel, XML, PPT Language Support – No dependency on installed languages or character set – Generate XLIFF file for each translation Security – Support PDF security levels – Read Only/Editable, Copy Text, Printable, Password Protection SMI - Making technology work for you 9

BI Publisher Features Delivery – Supports delivery via email. Can be printed if user has access to the IFS directory. – Redeliver documents – Supports bursting of one report to multiple destinations SMI - Making technology work for you 10

BI Publisher Features Localization and Translation – Translation allows exchange of one language to the next – Localization goes beyond in excluding/including additional data elements SMI - Making technology work for you 11

Sample Reports – Check (Vanilla) SMI - Making technology work for you 12

Sample Reports – Check (BIP) SMI - Making technology work for you 13

Sample Reports – Check (BIP) SMI - Making technology work for you 14

Sample Reports – Check (Template) SMI - Making technology work for you 15

Sample Reports – PO Print (Vanilla) SMI - Making technology work for you 16

Sample Reports – PO Print (BIP) SMI - Making technology work for you 17

Sample Reports – PO Print (Template) SMI - Making technology work for you 18

Sample Reports – Summary Sheet SMI - Making technology work for you 19

Sample Reports – Jersey Pick Tickets SMI - Making technology work for you 20

Sample Reports - Invoice SMI - Making technology work for you 21

Questions

World Setup

BI Publisher for World We will review the following: Steps to define an Embedded BI Publisher Report based on a Batch Report Steps to define a report in the BI Publisher Enterprise based on JDE Files SMI - Making technology work for you 24

Electronic Document Delivery SMI - Making technology work for you 25

Distribution Profile SMI - Making technology work for you 26

Distribution Profile SMI - Making technology work for you 27

Distribution Profile SMI - Making technology work for you 28

Create Transformation Template SMI - Making technology work for you 29

Attach Definition to Batch Program SMI - Making technology work for you 30

Attach Definition to Batch Program SMI - Making technology work for you 31

Attach Definition to Batch Program SMI - Making technology work for you 32

Attach Definition to Batch Program SMI - Making technology work for you 33

Printer File Source SMI - Making technology work for you 34

XML Output from Batch Programs SMI - Making technology work for you 35

PDF Output SMI - Making technology work for you 36

BI Publisher Enterprise SMI - Making technology work for you 37

BI Publisher Enterprise SMI - Making technology work for you 38

BI Publisher Enterprise SMI - Making technology work for you 39

BI Publisher Enterprise Create the Report Template then add the name to the Enterprise Report definition SMI - Making technology work for you 40

BI Publisher Enterprise SMI - Making technology work for you 41

BI Publisher Enterprise vs. Embedded BIP Enterprise intended to empower users to develop and execute reports. BIP Enterprise can be installed at no additional cost. Requires additional software installation and only uses Standard JDE files. Must purchase full product to include custom files. BIP embedded produces content rich reports that are part of the existing business process. BI Publisher embedded is the free toolset included with new releases JD Edwards World beginning with A9.1 SMI - Making technology work for you 42

BI Publisher Enterprise vs. Embedded World A7.3 through A8.1 must use the Enterprise Version World A9.1 and above can also install the Enterprise version. BI Publisher embedded includes features for building templates and executing report tools within JD Edwards World. SMI - Making technology work for you 43

BI Publisher Enterprise vs. Embedded BIP Enterprise includes Excel Analyzer for downloading data to Excel to manipulate and create templates with. BIP embedded allows you to create Excel templates. BIP Enterprise includes more output formats such as Flash, EDI, EFT, etc SMI - Making technology work for you 44

BI Publisher Enterprise vs. Embedded BIP Enterprise offers more controls for output to repositories. BIP embedded allows output of report files to single network location on the Integrated File System (IFS). SMI - Making technology work for you 45

BI Publisher Embedded for World The Embedded functionality was first available in A9.1 Any of the World batch applications using the Import/Export Function can generate BI Publisher output – DREAM Writers – Batch reporting - A9.1 – World Writers – SQL based Reporting Tool - A9.1 – FASTRs – Financial Reporting – A9.2 – STARs - A9.2 SMI - Making technology work for you 46

Questions

Create a Report Template

Create a Excel Template

Questions

SMI Contact Information Nicole Baxter, Development Manager Nicole.Baxter@smius.com Linda Pollichronakis, Senior Technical Consultant Linda.Pollichronakis@smius.com SMI - Making technology work for you 51

Oracle BI Publisher for JDE World A9.2 . by . Nicole Baxter . Linda Pollichronakis . SMI - Making technology work for you . 2 . BI Publisher Overview JD Edwards BI Publisher is a set of reporting tools to generate business documents in many formats with full range of functionality such as charts, formulas, watermarks, logos, and .