This chapter contains the following topics:
JD Edwards EnterpriseOne has three integrations with Oracle Business Intelligence (BI) Publisher. Each integration addresses a specific reporting requirement: producing customer facing documents, enabling end users to create their own operational reports, and providing power users and IT staff with the ability to create complex ad hoc reports. This section summarizes each integration and provides common use cases for each.
Embedded BI Publisher for JD Edwards EnterpriseOne: Transforms the output from a UBE into customer facing documents (Pixel Perfect). Common use cases for Embedded BI Publisher with JD Edwards EnterpriseOne are invoices, statements, pick slips, and checks.
One View Reporting: Enables end users to create and run their personalized reports directly from JD Edwards EnterpriseOne interactive applications. These reports are typically specific to the user or role and are those that the user will run on a daily, weekly, or other periodic basis as part of their normal activities. Users require a high degree of personalization regarding data selection, sequencing, data columns included, and data visualization (charts, tables, graphs) with this type of report. These end-user reports improve user productivity by providing users with better visibility into operational data as part of their standard day-to-day business process. With One View Reporting, users can select the data fields and perform specific data selection from within JD Edwards EnterpriseOne applications and leverage the layout capabilities within BI Publisher to define the report output formatting. Common use cases are sales reports, customer reports, supplier reports, and employee reports.
Ad Hoc Reporting: Allows power users and IT staff to build powerful queries to interrogate data on an ad hoc basis. This type of report is typically created to meet a specific business requirement outside of the normal business process and is only processed once or twice. These reports typically require users to create a SQL statement to retrieve the data (query builder). The query is usually created by the IT department or a power user who understands the JD Edwards EnterpriseOne data schema. After building a query, IT or a power user creates a report layout with tables and charts to display the data (template builder). This integration leverages the JD Edwards EnterpriseOne JDBC Driver and Oracle BI Publisher Enterprise Edition. This integration has commonly been called "interactive reporting." By definition, no common use cases exist.
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Note: If you receive a Certificate Invalid message when accessing the Oracle BI Publisher Server, contact your system administrator and request that they set up an SSL connection between EnterpriseOne and Oracle BI Publisher. |
Oracle's JD Edwards EnterpriseOne One View Reporting provides an intuitive, easy-to-use method for you to access data and produce reports with Oracle BI Publisher.
You can easily run existing reports or create new reports that contain tables, graphs, and charts and view them in a variety of formats, such as PDF documents, HTML, and Excel spreadsheets. Additionally, many reports enable you to interactively filter the report data for further analysis.
One View Reporting uses standard and custom find browse forms to locate report data. Release 9.1 also introduces One View applications, which use joined business views to access records from multiple tables. The One View find browse forms combine business transactional and master data in combinations not previously available, and you can view these data combinations in the BI Publisher layout you choose. You can also use Data Browser to locate report data and produce One View reports.
The benefits of One View Reporting include:
Reducing the cost of developing and maintaining reports by eliminating IT support for most reporting needs.
Improving total cost of ownership by eliminating the need for third-party reporting products.
Improving end user satisfaction by providing easy, real time access to information.
Enabling business decision-making by providing low cost access to information.
Reducing the cost of system upgrades by reducing or eliminating custom applications that were required for viewing data or producing reports.
Although you can create and run One View reports from standard and custom JD Edwards EnterpriseOne find browse forms, the One View Reporting solution includes built-for-purpose One View applications, data models, and reports, such as Earned Value, Cost Analysis, and Customer Account Balance. These reports can be modified as needed, and additional reports can be defined without IT support. The complexity of data models, table joins, and business views are masked from the end user to ensure intuitive reporting experiences across the following functional areas:
Financial Management
Manufacturing Management
Procurement and Subcontract Management
Inventory Management
Sales Order Management
Real Estate Management
Capital Asset Management
Project Management
Payroll Management
Human Resource Management
Service Management
Transportation Management
Warehouse Management
Health and Safety Incident Management
Rental Management
In addition to find browse forms, you can create One View reports using Data Browser. If the data that you need for a report cannot be obtained from existing applications, you can query a table or business view in Data Browser and create a data set from the query results. After you select the data items the report requires, you use them to design the report layout. The reports you design with Data Browser appear as selections in the One View menu in Data Browser.
After you find the data you want to include in a report, you click a button to produce the report in BI Publisher.
You can produce One View reports from:
One View Reporting applications find browse forms.
Standard JD Edwards EnterpriseOne find browse forms.
Custom find browse forms.
Data Browser.
The high-level steps for running a report are:
Access the application you use in your process (One View application, find browse form, or Data Browser).
Determine the selection criteria for the data set.
Select a One View report from the One View menu.
View the report, which automatically appears in a browser window.
After a report has been created, you can edit the following report components:
Report layout
Report or layout properties
Report definition
Reports that you modify or design yourself are personal reports. Several options are available for managing personal reports, including a request that a personal report be converted to a shared report. Shared reports are available to others in your company.
You create new reports by copying an existing report and making changes or by adding a completely new report. You copy or add new reports from a find browse form or from Data Browser.
To add a completely new report, you select a template and then create a report layout. The find browse form, table, or business view provides the data items that you use to design the layout. You can preview the report during report development and make adjustments before saving the final result.