oracle bi publisher for jde world a9

Creating Templates and Generating BI Publisher Reports from JDE World

Oracle BI Publisher for JDE World A9.2

Nicole Baxter

Linda Pollichronakis

SMI - Making technology work for you 2

BI Publisher Overview

• JD Edwards BI Publisher is a set of reporting tools to generate business documents in many formats with full range of functionality such as charts, formulas, watermarks, logos, and customer specific formatting. The tool set is designed to reduce the cost of customizing reports and utilize familiar enhanced desktop tools (Word, Excel, Acrobat, etc) so users can more easily format reports.

Current Reporting Challenges • Modification for format changes requires

customization, may be multiple requirements • Often requires new Batch Report to be built for each

requirement typically by a developer • There are challenges getting reports out of World into

a business form

Format

Translation Batch Report

BI Publisher Output

BI Publisher Features

• Report Features

– Full range of charting capabilities

– Conditional formatting

– Report interactivity: filter, sort, hide columns

– Formulas and functions

– Multiple table/forms layout

– Watermark support

– Rich text formatting

• Design Tools

– Use Microsoft Word or Adobe Acrobat to design layout

– Use XMLP’s Template Build plug-in to Microsoft Word

• Font Support

– Advanced font sub setting and embedding

– Support for external fonts, such as barcodes and MICR

• Document Generation – Output formats: PDF, RTF, HTML, Excel, XML, PPT

• Language Support – No dependency on installed languages or

character set

– Generate XLIFF file for each translation

• Security – Support PDF security levels – Read Only/Editable,

Copy Text, Printable, Password Protection

• Delivery

– Supports delivery via email. Can be printed if user has access to the IFS directory.

– Redeliver documents

– Supports bursting of one report to multiple destinations

• Localization and Translation

– Translation allows exchange of one language to the next

– Localization goes beyond in excluding/including additional data elements

Sample Reports – Check (Vanilla)

Sample Reports – Check (BIP)

Sample Reports – Check (Template)

Sample Reports – PO Print (Vanilla)

Sample Reports – PO Print (BIP)

Sample Reports – PO Print (Template)

Sample Reports – Summary Sheet

Sample Reports – Jersey Pick Tickets

Sample Reports - Invoice

Questions

World Setup

BI Publisher for World

We will review the following:

• Steps to define an Embedded BI Publisher Report based on a Batch Report

• Steps to define a report in the BI Publisher Enterprise based on JDE Files

Electronic Document Delivery

Distribution Profile

Create Transformation Template

Attach Definition to Batch Program

Printer File Source

XML Output from Batch Programs

PDF Output

BI Publisher Enterprise

BI Publisher Enterprise • Create the Report Template then add the name to

the Enterprise Report definition

BI Publisher Enterprise vs. Embedded

• BIP Enterprise intended to empower users to develop and execute reports.

• BIP Enterprise can be installed at no additional cost. Requires additional software installation and only uses Standard JDE files. Must purchase full product to include custom files.

• BIP embedded produces content rich reports that are part of the existing business process.

• BI Publisher embedded is the free toolset included with new releases JD Edwards World beginning with A9.1

• World A7.3 through A8.1 must use the Enterprise Version

• World A9.1 and above can also install the Enterprise version.

• BI Publisher embedded includes features for building templates and executing report tools within JD Edwards World.

• BIP Enterprise includes Excel Analyzer for downloading data to Excel to manipulate and create templates with.

• BIP embedded allows you to create Excel templates.

• BIP Enterprise includes more output formats such as Flash, EDI, EFT, etc

• BIP Enterprise offers more controls for output to repositories.

• BIP embedded allows output of report files to single network location on the Integrated File System (IFS).

BI Publisher Embedded for World

• The Embedded functionality was first available in A9.1

• Any of the World batch applications using the Import/Export Function can generate BI Publisher output – DREAM Writers – Batch reporting - A9.1

– World Writers – SQL based Reporting Tool - A9.1

– FASTRs – Financial Reporting – A9.2

– STARs - A9.2

Questions

Create a Report Template

Create a Excel Template

Questions

SMI Contact Information

Nicole Baxter, Development Manager

Nicole.Baxter@smius.com

Linda Pollichronakis, Senior Technical Consultant

Linda.Pollichronakis@smius.com

oracle bi publisher for jde world a9

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