<Insert Picture Here> Using Oracle's BI Publisher for your JD Edwards EnterpriseOne reporting

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1 <Insert Picture Here> Using Oracle's BI Publisher for your JD Edwards EnterpriseOne reporting Jeff Erickson Senior Principal Product Manager

2 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.

3 Agenda Embedded BI Publisher JDBC Driver Overview Architecture Configuration BI Publisher Enterprise Demo Roadmap Q&A <Insert Picture Here>

4 Distinct BI Solutions Have Addressed What Should be a Seamless Continuum Strategic Dynamic Modeling Past Oriented Analytics Future Oriented Query and Reporting Operational Static Copyright 2008, Oracle and/or its affiliates. All rights reserved. 4

5 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

6 Modeling & Analytics in the BI Continuum Strategic Dynamic Modeling Past Oriented Advanced Analytics Future Oriented Ad-Hoc Query & Reporting Standardized Reporting Operational Static Copyright 2008, Oracle and/or its affiliates. All rights reserved. 6

7 Oracle BI Server Simplified, Powerful, Intelligence Across Sources Simplified business model view Advanced calculation & integration engine Intelligent request generation and optimized, distributed data access Mission critical scalability and performance Foundation for all OBIEE presentation services Oracle BIEE Plus Presentation Services Oracle BI Server Native RDBMS Oracle SQL Server DB2 Teradata OPEN SQL INTERFACE Other 3 rd Party Tools Simplified Business View Unified Metadata Intelligent Caching Advanced Calculations Aggregate Navigation & Creation Federated Query and Integration Optimized SQL/Function Shipping Multi-dimensional Essbase Oracle OLAP Microsoft SAP Other XML Excel Text Copyright 2008, Oracle and/or its affiliates. All rights reserved. 7

8 Oracle BI Applications Prebuilt Solutions for JD Edwards, EBS, PeopleSoft, Siebel, and more Add insight to CRM and ERP applications Easy to adapt and extend Tight integration with OLTP systems Works with existing IT environment Fast time to value; Low TCO Over 3,000 customers CRM Analytics ERP Analytics Sales Financials Service & Contact Center Human Resources Marketing Procurement & Spend Loyalty Supply Chain & Order Mgmt Price Projects Common Enterprise Information Model Oracle BI Server Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated Copyright 2010, Oracle and/or its affiliates. All rights reserved.

9 Best Practice Analytic Content Better Business Insight CRM ANALYTICS ERP ANALYTICS SALES MARKETING SERVICE & CONTACT CENTER FINANCIALS PROCUREMENT & SPEND SUPPLY CHAIN & ORDER MGMT Pipeline Analysis Forecast Accuracy Up-sell/Cross-sell Cycle Times Lead Conversion Sales Team Effectiveness Campaign Effectiveness Customer Insight Product Propensity Market Basket Analysis Campaign ROI Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Service Trends General Ledger Accounts Receivable Accounts Payable Cash Flow Profitability Expense Management Direct & Indirect Spend Buyer Productivity Contract Compliance Supplier Performance Purchase Cycle Time Employee Expense Revenue & Backlog Inventory Analysis Fulfillment Status Customer Status Order Cycle Time BOM Analysis PRICE LOYALTY PROJECTS HUMAN RESOURCES Price Segments Price Waterfall Analysis Deal Life Cycle Deal Desk Analysis Product Pricing Performance Member Demographics Program Revenue Membership Trends Promotion Effectiveness Points Analysis Project Funding and Budget Product Cost Project Revenue Project Billing Project Profitability Employee Productivity Compensation Talent Management Recruiting Analysis Learning Analysis Workforce Profile SOURCE ADAPTERS: ORACLE BI SUITE ENTERPRISE EDITION PLUS AND OTHER OPERATIONAL AND ANALYTIC SOURCES Copyright 2009, Oracle and/or its affiliates. All rights reserved. 9

10 JD Edwards OBIA Roadmap Next months 11g ODI-based adapters* Supply Chain & Order Mgmt Financials for World Financials for E1 Procure & Spend Projects 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

11 Embedded BI Publisher Delivering Customer Facing Documents Extract Transform Publish Distribute PDF BI Publisher RTF HTML Excel Printer UBE XSL XML Report Definition EDI EFT File System XML Repository

12 Report Definition - Setup Available Output types: can be chosen at submission Default Output type: automatic choice Language Choice is driven by Selected Languages: all those checked available templates will print User Preference Language: prints if available

13 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

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15 Update 3 Enhancements <Insert Picture Here>

16 Customer Driven Enhancements Report Specific Subject and Body Recipient preference language Consolidated Output

17 JDBC Driver Overview <Insert Picture Here>

18 JDBC Driver Capabilities Read Only Enforces JD Edwards Security Applies JD Edward EnterpriseOne Data Formats Date fields Math Numeric fields

19 JD Edwards EnterpriseOne Data Queries Tools adds the Data Access Driver (DAD) Standards based JDBC (type 4) driver for java server applications Java Applications Java Applications Desktop reporting Other client app Oracle BI Publisher Other app Thin JDE E1 JDBC interface Data Access Driver Thick JDE E1 JDBC interface JDBC J2EE Data Access Server New in Tools New in Tools 8.98 Business Functions Database Enterprise Server Oracle JD Edwards EnterpriseOne Security Server Batch Non JDE E1 Component Industry Standard JDE E1 Component 19

20 DAS & DAD via Server Manager - Install

21 JDBC Driver with BI Publisher <Insert Picture Here>

22 Oracle BI Publisher Standalone with JDE E1 PDF HTML XSL Excel Layout Templates Power Point Printer JDBC Driver Flash BI Publisher RTF Fax JDE EnterpriseOne Word Acrobat JDev Excel Flex Others CSV XML EDI Repository EFT e-commerce Layout Tools Output Formats Destinations

23 BI Publisher Interactive Reports

24 Single Solution with BI Publisher PDF HTML UBE XSL Excel JD Edwards EnterpriseOne Layout Templates Power Point Flash Printer BI Publisher RTF Fax CSV Word Acrobat JDev Excel Flex Others XML EDI Repository EFT e-commerce Layout Tools Output Formats Destinations

25 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

26 When to use Embedded or Interactive Reports?? EMBEDDED An event in JDE E1 triggers the report. Need to update data in the database. Data manipulation. No user action. INTERACTIVE An event outside of JDE E1 triggers the report. Read only data. Minimal data manipulation. Ad-hoc or on-demand.

27 Update 3 Enhancements <Insert Picture Here>

28 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.

29 BI Publisher with JD Edwards EnterpriseOne Simplifying Query Building Table description from Object Librarian Descriptions from DD Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

30 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.

31 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.

32 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

33 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 ( ) 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

34 JD Edwards with BI Publisher 11g 34

35 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

36 Layout Editor WYSIWIG Layout Designer Ribbon Style Menu Data Source brings all the fields defined in the data model 36

37 Layout Editor WYSIWIG Layout Designer Properties for Advanced user Context Sensitive Ribbon Style Menu 37

38 Layout Editor High fidelity pixel perfect report output 38

39 Layout Editor Interactive output 39

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