Oracle BI Publisher and JD Edwards EnterpriseOne
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.
One View Reporting Overview
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. You can also use 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.
One View Reporting Applications, Data Models, and 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.
Key Features of One View Reporting
Oracle’s JD Edwards EnterpriseOne enables you to produce One View reports from search criteria in One View Reporting applications, standard or custom find browse forms, or Data Browser.
After you determine the data for a report, you select a report from the One View menu. Oracle Business Intelligence (BI) Publisher processes the report and displays it in a separate browser window.
One View reports have the following features:
- Reports are available on any find browse form with a Find button.
- Reports can be rendered in a variety of formats, such as Microsoft Word, Adobe Reader, and Oracle’s Interactive Viewer.
- The data for reports is run-time data from JD Edwards EnterpriseOne applications.
- Report layouts are defined in BI Publisher Layout Editor based on information from a JD Edwards EnterpriseOne application.
Shared and Personal Reports
One View reports are classified as either shared or personal. Shared reports are available system-wide unless they are restricted by security settings. Reports that you create are classified as personal reports and appear under Personal on the One View menu. Personal reports are available only to you. However, you may have the option to publish a personal report to share it. This option is not necessarily available to every user because permission to share a report must be granted by an administrator.
One View Report Components
One View Reporting combines JD Edwards EnterpriseOne and BI Publisher components to produce One View reports. These components are:
- Report definition
- Data model
- BI Publisher report
- Report layouts
Report Definition: The report definition for One View reports contains information about which columns are selected in the data model, the naming convention, the rowset setting, the name of the report, and so on.
Data Model: A data model is an object that contains a set of instructions for BI Publisher to retrieve and structure data for a report. The data model includes sample grid data, form level information, and a reference to the data source.
BI Publisher Report: The BI Publisher report component consists of the reference to the data model, report layouts, report properties, and translations.
Report Layouts: The BI Publisher report layouts define how data is presented in a report. A layout consists of a template file and a set of properties for rendering the file. BI Publisher supports templates created from a variety of sources.
You also can design custom One View reports by creating a data model, selecting a template, and designing the report layout. If necessary, reports can include a set of translations so that they can be produced in more than one language.
Report Output Types
When you run a One View report, data from your search criteria is combined with a report layout to produce the report output. Multiple output types are available:
- Adobe Reader (PDF)
- Microsoft Word (RTF)
- Microsoft Excel 2007
- Comma Separated Value (CSV)
- Microsoft PowerPoint
- Microsoft PowerPoint 2007
- Interactive Viewer