Say it ain’t so Oracle Cloud Reporting Options for JDE?
Transcript of Say it ain’t so Oracle Cloud Reporting Options for JDE?
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Jeff Silverman, Analytics - Business Applications
Seth Chaikin, JDE - Business Applications
Say it ain’t so…Oracle Cloud Reporting Options for JDE?
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Speakers
Seth is Managing Director with Grant Thornton in the Business Applications practice in the JD Edwards solution line. He has over
20 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management
Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation
projects, hands on management and implementation of ERP software packages, business process reengineering and system
architecture design.
Jeff Silverman is Senior Manager with Grant Thornton, LLP as an integral part of the National Business Analytics practice. He is
certified in in over 20 different technologies and specializes in assessment and planning of analytic solutions. He has demonstrated
astute analytical ability throughout his professional career and understands end-user analytical needs from technology. He has
strong leadership and program management skills fostered during his time as a Lieutenant Colonel in the US military. Jeff is also a
military reservist and leads US Strategic Command's Big Data Initiative.
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Topics
Discussion of JDE Reporting Capabilities
Historic JDE Reporting Extensions
Platform Modernization within ERPs
Oracle Reporting Extensions thru Analytics Cloud
JDE Accelerators for Reporting Integration
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Grant Thornton overview
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Our Oracle Practice
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Creating business harmony in the Cloud
Find your silver lining
gt.com/silverlining
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Excellence in partnership
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Recognized. Specialized. Differentiated.
EPM Excellence AwardRecognized for providing EPM
customer solutions and services
that drive real business value
and results
Big Data and Business
Analytics Excellence AwardRecognized for Fusion Middleware
Innovation in client services providing
unique solutions
ERP Excellence Award Recognized Grant Thornton with
its JD Edwards Partner Excellence
Award for Outstanding Upgrades
ERP Excellence Award Recognized Grant Thornton with
its Position and Extend JD
Edwards for Vertical Industries
Award
ERP Excellence Award Recognized Grant Thornton with its
2017 Citizen Development Award
for Customer Adoption of JD
Edwards
Standard JDE Reporting Capabilities
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JDE reporting challenges
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What we are hearing
"..visualizations cannot exist within our general reporting without 3rd
party additions and even then, its clunky to add them to our reports."
"There is an inability to combine disparate data sources with JDE data.
I cannot report data from these siloes against our ERP."
"Custom development directly in JDE is costly and laborious."
"Out of the box reporting is limited for JDE Financial Statements"
“JDE lacks a true slice and dice capability to contrast segments versus
scenarios"
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JDE reporting challenges
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Barriers to entry on traditional "BI"
• Cost of licensing
• Cost and maintenance of infrastructure
• Time and expense of building custom
solutions
• Maintaining existing solutions
• Internal skills
• Industry preferences
Not now because…
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JDE “Out of the Box” Reporting
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• Standard, pre-built reports• Several hundred standard reports provided, across all modules of the system
• Limited ability to control output based on processing options and data selection
• Typically satisfy common reporting needs (ex. Stock Status, Income Statement, Balance Sheet, AR Aging), but are very limited in flexibility
• OneView reports• Require a separate license
• Provide a wide range of inquiry capabilities
• Report creation is fairly technical and limited in ability to summarize, sort, slice and dice data
• Custom developed reports• Can be created using the JDE development toolset
• Provide a lot of flexibility to create reports as needed, but development time can be length
• Changes require re-development and full dev life cycle
© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd
JDE “Out of the Box” Reporting
• Weaknesses
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Reporting Method Strengths Weaknesses
Standard Reports
• No cost – provided with module
licensing
• Handle many basic reporting
needs
• Very limited flexibility
• Any changes require custom
development
• Developed for a broad need –
not industry specific
OneView Reporting
• Provide more flexibility to create
reports off of data in OneView
applications
• Provide dashboard look and
feel, with drill through capability
• Requires additional licensing
• Requires technical skills to
leverage BI Publisher to create
reports
• Reporting summarization, sorting,
calculations are limited
Custom Developed
Reports
• Can be developed to meet
specific needs
• Can leverage existing reports as
a starting point
• Custom development life cycle
is timely and costly
• All changes require a full dev life
cycle
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JDE Reporting Spectrum
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Historic JDE Reporting Extensions
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JDE Reporting Extensions
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• Overlay reporting tools are available• Insight / Hubble
• ReportsNow
• Spreadsheet Server (now part of Insight)
• These report directly off of the transactional tables in JDE – no data warehouse or datamart
• Potential to impact performance of the core system
• Leverage existing JDE business views, indexes, etc…, so often require development of new business views
• Faster development life cycle for new reports using these tools, but still require technical expertise
• End users can create simple reports, but most require technical team input to ensure they are efficient and return correct data
Reporting Extensions for JDE withinAnalytics Cloud
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Descriptive(What happened)
Diagnostic(Why did it happen)
Predictive(What will happen)
Prescriptive(What should
we do about it)
JDE + OAC Extending Capabilities
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Reporting and analytics spectrum
Operational Users
Customized extensions• Mobility
• Transactional table view
JDE status quo• Canned reports
• Limited segment
dashboards
OAC-reporting • Unified reporting
• Advanced
visuals
• Drill to detail
• Alerts/notification
OAC-modeling
• Cube slice/dice
• Scenario modeling
• What-if analysis
• Metrics modeling
• Profitability
analysis
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Advantages of Analytics Cloud
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OAC targeted solutions: top 5
• Unified cloud reporting
• Flexible reporting
• Data visualization and mobility
• Ability to model your data
• What-if scenariosOAC's Excel Add-in: Smartview
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• Out of box financial statements do not meet
needs of most clients. Analysis is limited
• Does not have a broad selection of visualization
• Limited access to mobile platforms
• Custom report development is time consuming
and costly
JD Edwards Challenges:
• BI Cloud or Essbase Cloud provide reporting and
the data insight needed
• Data Visualizer, BI Cloud, Analytics Cloud,
Dashboards provide many methods to analyze
data beyond tabular reports
• Mobile reporting application, Day by Day,
includes powerful search and visualizations
• Grant Thornton's toolkit offers a blueprint that
maps tables of the ERP system to subject areas
Oracle Analytics Cloud Solutions:
Comparison of Capabilities
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JD Edwards (JDE) is the staple enterprise resource planning tool of many industries. However,
while it is great at data capture, there are limitations in the canned reporting options available,
as well as difficulty in retrieving and synthesizing data across multiple tables or modules.Oracle
Analytics Cloud (OAC), is the tool to overcome reporting challenges of JDE and round out
capabilities necessary in modern-day business.
© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd
Unified cloud reporting
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Multiple options for data loads
• Uploaded flat files
• Database as a service
• NetSuite sources
Multiple enterprise reporting options
• Smart View (access via Excel) to
consolidate cubes
• OBI integration with Essbase or
Database
• Data Visualizer integration of
combined sources
Impacts
• Scalable enterprise-wide platform
• Automated and scheduled reporting
• Timely ad-hoc reporting
• Rich visualizations and dashboards
• Decreased efforts gathering data leads to increased
efforts analyzing data and discovering trends
Connecting disparate data sources to JDE
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Flexible reporting
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Self service options for reporting
• Slice and dice dimensions (pivot table)
• Next generation excel integration includes cube design, dimension modeling and KPI’s
• Wide-range of business modeling and management reporting applications
• Integration with BI and data visualization cloud service
Iterative scenario analysis
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Visualization opportunities
Multiple reporting options
• Prescriptive dashboards for consumers
• Self-service analysis for LOB users
• Explore, visualize, share insights
• Native integration with Essbase Cloud
• Connect to EPM cloud
• Relational sources
• Cloud and on-premise connectivity
• Day-by-day customizable mobile app
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Customizable dashboards
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Cloud data modeler
Ability to model your data
Advanced modeling tool
• Power-user develop models
• DBaaS sources
• Advanced model development
• On-line access support
Metrics that matter
• Devise and model key metrics and apply to your data
• Track benchmarks and performance
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Data modelling options
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Create
What-if
Submit
Approve
Apply
Reje
ct
Scenario management
Sandboxing and scenario management
• Create private copy data for what-if and sensitivity analysis
• Refresh from the base data or merge the Sandbox into it
• Apply lightweight workflow to scenarios and submit approvals
• Assign approver and viewer type roles
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What-if and workflows
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Comparison of capabilities
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Core competencies
Capability JDE OAC
Unified ReportingLimited to transactions entered into JDE
database
Enterprise view that combines Source System
and disparate data sources
Flexibility of ReportsStatic Reports Saved Searches and limited
ability to adjust canned reports
Pivot table options to navigate multi-
dimensionally in Excel, in robust dashboard, or
self-serve visualizer
VisualizationsStandard reporting and graphs with some add-
in mobility optionsAdvanced visualizations, custom mobility options
Ability to Model Data
Data modelling must be conducted in the core
system – no modelling layer. Custom
segments available but limited on some
reports like budget comparisons.
Built in modelling layer allows for custom
modelling and metric calculation.
What-If (Prescriptive)
ScenariosUnable to perform predictive analytics;
Inflexible to adjust What-Ifs when posted
Augment existing data with various scenarios to
evaluate future measures/opportunities
JDE Accelerators for Reporting Integration
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Accelerate your Analytics Connection
Grant Thornton’s Accelerator Scripts allows initial connection to critical JDE Financials tables including:
• F0911- GL Detail
• F0902- GL Balances
• F0901- Chart of Accounts
• F0411- AP Invoices
• F0413- AP Payments
• F0414- AP Payment Details
• F03B11- AR
F03B13- AR Payments
F4301- Purchase Order Header
F4311- Purchase Order line item details
F43199- PO History
F4201- Sales Order Header
F4211- Sales Order Detail
F42199- Sales Order History
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How to get started
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How we engage
Analytics assessment• Determine
Gaps/solutions
• Rapid prototype
Unified reporting
engagement• Scale reporting to enterprise
• Merge disparate data sources
• Create enterprise view
Reporting overhaul• Confirm gaps/solutions
• Re-design reporting strategy
• Deploy full suite of reporting
Grow
Our approach can begin anywhere on the "readiness" spectrum,
determining/ confirming reporting needs and solving via the
comprehensive tools within the Oracle Analytics Cloud.
TransformDiscover
Please complete a session evaluation
Session ID: 2019JDE-101500
Contact Info:
Tel: 760.267.8166
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