An Introduction on BI Publisher & JD Edwards Integration

Adiva Consulting Inc.

www.adivaconsulting.com

Oracle BI Publisher Online Training



[email protected]

JD Edwards Enterprise One 9.1 &

BI Publisher Integration



BI Publisher Integration

Oracle Business Intelligence Publisher

Introduction

Oracle BI Publisher is an enterprise reporting solution for

authoring, managing, and delivering all your highly

formatted business documents, such as operational

reports, electronic funds transfer documents, government



reports, electronic funds transfer documents, government

PDF forms, shipping labels, checks, sales and marketing

letters, and much more


�Government Forms

�Order Forms

�Purchase Orders

�Labels / Bar Codes

�Collateral

�eText

Business Documents…Oracle BI Publisher Online Training


�Order Forms

�Invoices

�Operational Reports

�Correspondence

�Financial Statements

�Checks


• BI Publisher enables you to extract data from multiple

data sources, create layouts for report data, and publish

the report to numerous output formats.

• BI Publisher also enables you to schedule reports and



• BI Publisher also enables you to schedule reports and

deliver the reports to multiple delivery destinations

required by your business.


Layout Templates

PDF

HTML

Excel

Power

Point

Flash

Email

Printer

From Data to Destination …

Oracle ,DB2,

SQL Server, MySQL

EBS,SAP,

JDE

XSL XPT



XML

EDI

EFT

Output Formats Destinations

BI Publisher

CSV

RTF Fax

e-Commerce

Repository

FTP/WebDAV/HTTP

Data Sources

• Word

• Acrobat

• JDev

Layout Tools

• Excel

• Flex

• Others

Web Services

JDE

OLAP

Essbase, OBIEE

Interactive


There are three ways, JDE users can

use the BI Publisher

• Embedded BI Publisher Reporting

• EnterpriseOne One View Reporting



• EnterpriseOne One View Reporting

• Interactive BI Publisher Reporting with JD

Edwards Data Access Driver

Embedded BI Publisher Reporting

Embedded BI Publisher reporting is driven by a JD Edwards EnterpriseOne batch

application (UBE)



Embedded BI Publisher ReportingContinue….

•The report needs to update, insert, or delete JD Edwards

EnterpriseOne data.

Examples of report processes that update JD Edwards EnterpriseOne data are:



Examples of report processes that update JD Edwards EnterpriseOne data are:

updating the product shipped date, advancing the sales order status, and

updating the statement print date.

•The report needs to perform JD Edwards EnterpriseOne business

logic.Examples of business logic include: determining the correct pricing for a

product, computing an employee's salary or benefits, and calculating

commissions for sales staff

BI Publisher Reporting with JD Edwards

Data Access Driver



BI Publisher Reporting with JD Edwards

Data Access Driver

BI Publisher reporting with JD Edwards Data Access Driver should be

used under the following circumstances:

The requested report is not part of a standard JD Edwards EnterpriseOne

business process, or the requirements for the report change over time. The

Continue…



business process, or the requirements for the report change over time. The

following are examples of these types of reports:

•The CIO requests a list of current open Account Receivables.

•A manager wants to review year-to-date budget amounts compared to

actuals.

•A manager requests a report showing current inventory levels.

•Requests for other typical ad-hoc reports.

JD Edwards Enterprise one Embedded BI Publisher



Creating a Embedded BI Publisher Report…

Creating customized reports using BI

Publisher involves these steps:

Step 1 – Use Oracle’s BI Publisher Template



Step 1 – Use Oracle’s BI Publisher Template

Builder, Microsoft Excel, Microsoft

Word, or Adobe Acrobat to create a

blank template file. In Word, this would

be a blank .rtf file.


Step 2 – Add an object to the JD Edwards XML

Publisher Object Repository (P95600), using

the template name for the object name.After clicking OK, you will be prompted to upload



After clicking OK, you will be prompted to upload

the rtf file.

Then you need to set the Effective dates for the

template. Pick the current date/time for start,

and leave the end date blank to specify no

expiration.


Report Definitions

�Report definitions specify the information that BI Publisher

requires to process and deliver output.

�The details in a report definition include:



�The details in a report definition include:

•The UBE and optional version to use as the source of data

•Associated templates, transformations, and localizations

•Output types

•Language options

•Bursting options

•Delivery options


Step 3 – Using a FAT client, create

a report definition in the JD

Edwards XML Publisher Report

Definition application

(P95620), associating the

source batch application (UBE)



source batch application (UBE)

and the template. Use Blind

Submission here as an option.

Name and descriptionSource UBE that will extract the

data

Optionally select a version if the

Report Definition is limited to one

specific version


Step 3 (cont) –After clicking “Next”,

set the types of

outputs you want

to allow, and which



to allow, and which

one is the default.

Set the Language

preference to use.


Step 3 (cont) –After clicking “Next”, set the

bursting and delivery options.

These are actually optional, NOT

required.

Select whether to burst

Select which field to burst on



Select which field to burst on

Requires full XPath to be typed

Typically want to burst based on

a level break header section

Printing: only supported for PDF

output & PostScript printers

Email: based on single email address,

Addr. Book number, or by data

from the report (via Xpath)

Finally, click “End” to finish the RD


Step 6 – Use the XML data to design the template in the

desktop application that you used to create the template

(such as Word).

In Word, after loading your blank document, from the BI

Publisher Ribbon, “Load Data” section, click “Sample XML”

to load the XML the server generated in the previous step.



to load the XML the server generated in the previous step.

Proceed with template design.

(*part of the next session)

BIP Embedded Output Repository


Reporting Challenges in JDE

• Too much data to comprehend and limited query capabilities.

Example Open Invoice by Co




Continue…

• Dismal appearance of the existing Reports




Continue…

• Reporting Solution not catered for end user.



Bliss for End Users



JD Edwards EnterpriseOne One View Reporting

•Oracle's JD Edwards EnterpriseOne One View Reporting

is a real time operational reporting solution.

•One View Reporting is all about delivering the right data



•One View Reporting is all about delivering the right data

to the right person, right now

•One View Reporting enables users to access and

personalize transaction data into lists, charts, graphs and

tables thus simplifying the consumption of information


Continue…




Continue…

One View Reporting Across the Enterprise




Continue…

One View Reporting Across the Enterprise

•Total 178 Prebuilt Reports available across all the

applications.

User can add new custom reports based on the



•User can add new custom reports based on the

requirements

•These Report can be accessed through …

1. Standard Enterprise One Applications

2. Data Browser

3. Custom Enterprise Applications



Unzipping ONE View Reports

Each One View Report is composed of these components:

■ A data model file. (.xdm)


■ A report template file. (.xdo - This file has the same name as the data model

file.)

■ The report definition for the One View Report, which is the metadata for the

report and resides in JD Edwards EnterpriseOne.

■ files are stored on the BI Publisher server. For example, In Demo Check the

Oracle folder in your program file.

C:\Program Files\Oracle\BI Publisher Trial Edition\bip\repository\Reports



Unzipping ONE View Reports cont..

P953000 and P954000 BI Publisher Soft Coding App’s

Connecting JDE and BIP

■ You must set up a BI Publisher soft coding record in order to establish a


■ You must set up a BI Publisher soft coding record in order to establish a

connection from the HTML server to the BI Publisher server.

■ When a user logs into a particular environment in JD Edwards EnterpriseOne,

the system uses the soft coding record for the login environment and user

credentials to look up the soft coding record.

Example: Assuming it is BI Publisher server BIP_A, then if the user creates a

report, the report will be stored on the BIP_A server. If the user then runs a

report, the system will connect to the BIP_A server to run the report.




GH9098 One View Reporting Feature Authorizations

User permissions on One View Report

■ JDE_NOONEVIEW : access to One View.


■ JDE_NOONEVIEW : access to One View.

■ JDE_RUNONEVIEW: run One View Reports.

■ JDE_DESIGNONEVIEW : run, add, edit, and remove One View Reports.

■ JDE_DESIGNSHAREDONEVIEW : run, add, edit, and remove One View Report

and request to promote

■ Set up a particular One View Reporting feature for individual users, roles, or

*Public on different levels, such as system code, application level, form level,

or *ALL

Example: DataBrowse




GH9115 Working with One View

■ Working with One View Reports includes reviewing, promoting, exporting,

importing, and transferring reports


P952400 Querying and promoting One View Reports

■ Report personal until promoted. Power user needs to promote.

P982402 Installing One View Reports

■ Version ZJDE0002 to import

■ Version ZJDE0001 to export

Example: We imported the following file "OneView_910_All_Reports.zip."




Points to ponder

■ Scalability Considerations : When you run a One View report, the HTML

server retrieves the report data. The data is then passed to the BI Publisher

server for report rendering and generation. This means that running a One


server for report rendering and generation. This means that running a One

View report adds more load to the HTML server and the back end database.

The additional load is similar to adding more query users in the system.

■ Performance Considerations: One View Reporting is an interactive solution

that is not designed to retrieve tens of thousands of database records. If you

need to work with a large amount of data, using either the Read Only JDBC

driver or a UBE report will provide better performance.

One View Reporting for Customer Ledger Enquiry

Application One View Icon



One View Reporting for Customer Ledger Enquiry

Application



Add Custom Report to One View…




1

2



2

3

Creating Oracle BI Publisher Reports with JD

Edwards Data Access Driver

To implement JD Edwards EnterpriseOne reporting using the Data Access

Driver with Oracle Business Intelligence (BI) Publisher

•Install Oracle Business Intelligence Enterprise Edition (OBIEE) 11g.

•Install the JD Edwards EnterpriseOne Data Access Driver.



•Install the JD Edwards EnterpriseOne Data Access Driver.

•Register the JD Edwards EnterpriseOne Data Access Driver in Server

Manager.

•Configure the JDBC Driver (Data Access Driver) in Oracle BI Publisher

Configuring the JDBC Driver in Oracle Business

Intelligence Publisher

To configure the JDBC Driver in Oracle

BI Publisher:

Start the Oracle BI Publisher server.

Sign in to Oracle BI Publisher

Enterprise Console.

Click the Administration tab.



Click the Administration tab.

Under the Data Sources section, select

JDBC Connection.

The Data Sources form appears, with

the JDBC tab selected.

Click Add Data Source.

Enter the following values on the Add

Data Source form:

Configuring the JDBC Driver in Oracle Business

Intelligence Publisher

Data Sources list displays newly added data source



Naming Conventions



BI Publisher Best Practices for best results and performance



An Introduction on BI Publisher & JD Edwards Integration

Technology

Transcript of An Introduction on BI Publisher & JD Edwards Integration