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Spanning the Oracle EBS Reporting Spectrum Operational and Analytical Reporting Joe Dahl – Product Special

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Page 1: Noetix-Pres

Spanning the Oracle EBS Reporting Spectrum

Operational and Analytical Reporting

Joe Dahl – Product Specialist

Page 2: Noetix-Pres

About Noetix

• BI solutions experts since 1994

• Offices in North America, Europe and South Asia

• Certified with all leading BI Platforms

• Recent Product Awards: KMWorld, eWEEK, DMReview

• 1400+ customers globally

PARTNERSHIPS

Page 3: Noetix-Pres

Noetix’s History of Dedication to Oracle Applications Reporting

1994

Noetix incorporated

NoetixViews

Noetix EUL Generator

Noetix for Siebel

Noetix Platform

1995 1996 1998 1999 2000 2001 2003 2004 2005 2006 2007

Noetix Generatorfor Oracle BI

Noetix Generator for Cognos

Noetix Generator for BusinessObjects

20021997

Noetix Analytics

NoetixViews for

PeopleSoft

Noetix Dashboard

20092008

Page 4: Noetix-Pres

Noetix Business Intelligence

Page 5: Noetix-Pres

Historical Trending

Near Real-time

Summarized Data

Drillable Reports

Common Dimensions

Data Integration

Packaged ETL

Enterprise Models

Enterprise-wide

Strategic

Performance Management

Analytics / KPIs

Database Views Application Security

Operational Reports

Ad hoc query

Real-time

Detailed Data

Noetix Supports the Full Spectrum of Reporting Needs

Page 6: Noetix-Pres

Operational Reporting

Page 7: Noetix-Pres

BI Content Generation Experts

Oracle E-Business Suite

Siebel CRM

PeopleSoft

NoetixViews

NoetixAnswers

Noetix Analytics

Oracle Discoverer

Noetix Platform

Cognos BI

Business Objects

Oracle Business Intelligence EE

Page 8: Noetix-Pres

The Information Gap

< The Information Gap >

Enterprise Application (v1)

Query, Reporting and Analysis Tools

Custom Application Configuration

Generic Templates

70% of BI implementationcosts & delay

M a n u a l M a p p i n g

Enterprise Application (v2)

M a p p i n g R e w o r k

Additional costs

Additional resources

Additional delay

Page 9: Noetix-Pres

The Information Gap

< The Information Gap >

Enterprise Application (v1)

Query, Reporting and Analysis Tools

Custom Application Configuration

Generic Templates

Generates configuration specific BI content

Noetix MetaBuilder

Custom Application Configuration

Generated Content

Enterprise Application (v2)No additional rework costs or delay

Page 10: Noetix-Pres

Financials

Business Best Practices

Supply Chain

Manufacturing

Human Resources

[Handcrafted]

Information About Your Setup

Configuration

Information about your enterprise application

User Interfaces

SecurityFlexfields

[Interrogated]

Generated data

Business Views

[Configuration-specific Views]

Reports

[Configuration-specific Answers]

Documentation

[Configuration-specific Help]

Page 11: Noetix-Pres

MTL_SYSTEM_ITEMS_B

HZ_CUSTOMERS

OE_ORDER_LINES_ALL

OE_ORDER_HEADERS_ALL

MTL_SYSTEM_ITEMS_TL

PA_PROJECTS_ALL

PA_TASKS

What is a Noetix view?

Oracle database tables Noetix view of the database

Order Lines

ATO Flag

Booked Date

Customer

Customer No.

Item

Item Desc.

Line Status

Open Quant.

Order No.

Order Quant.

Project

Quantity

Organization

[remaps view] [doesn’t break][Oracle EBS upgrade]

Cust. Status

ATTRIBUTE1: “Customer Status”

Flexfield column in the table

Your report

CustomerCustomer

Selling Org.Selling Org.

Cust. StatusCust. Status

Open Quant.Open Quant.

Order Quant.Order Quant.

Booked DateBooked Date

Order No.Order No.

Orders

Customer No.Customer No.

Flexfield column in the view

HZ_CUST_ACCOUNTS

OE_ORDER_LINES_ALL

HZ_PARTIES

PA_TASKS

Page 12: Noetix-Pres

Oracle Flexfields and Noetix

Key FlexfieldBase Table Column Names

SEGMENT1

SEGMENT2

SEGMENT3

Company

Division

Cost Center

Key FlexfieldView Column Names

Descriptive FlexfieldBase Table Column Names

ATTRIBUTE1

ATTRIBUTE2

ATTRIBUTE3

Web Site

Preferred Vendor

Approved Until

Descriptive FlexfieldView Column Names

Page 13: Noetix-Pres

NoetixViews Help File

Noetix groups views by functional area into roles. A set of roles are created for each business

group, set of books and operating unit for each module where applicable.

Noetix groups views by functional area into roles. A set of roles are created for each business

group, set of books and operating unit for each module where applicable.

The first 3-5 characters in a role name, or role “prefix”, is defined by the customer at install time.

The first 3-5 characters in a role name, or role “prefix”, is defined by the customer at install time.

Page 14: Noetix-Pres

INV, BOM, WIP, CST, MRP, EAM, QA

Global

GL, FA, FV, AR, AP, PO, OE, PB, PC, GMS

Global

NoetixViews Global Extension

Chart of Accounts “A”Sets of Books/Ledgers

Operating Units

Business Group

United States

Chart of Accounts “B”Sets of Books/Ledgers

Operating Units

Chart of Accounts “C”Sets of Books/Ledgers

Operating Units

United Kingdom

Business Group

SIRA Inc.

Master INV Organization “X” INV Organizations

Master INV Organization “Y” INV Organizations

Master INV Organization “Z”

INV Organizations

HR, BEN, PAY, OTL

Global

Also Global: ASCP, Service & OPM Suites

Page 15: Noetix-Pres

Global Security

• Row-level security

• EBS data access privileges of the user

– Manual & automatic setup

– Applications Data is secured

– Organizational accessibility

– Application-specific security is enforced

– MOAC (Multi Org Access Control) supported

• Custom row-level security option, as needed

Page 16: Noetix-Pres

Noetix Generator

Page 17: Noetix-Pres

How BI Tools Ship – No Content

Page 18: Noetix-Pres

NoetixWebQuery

Noetix Dashboard

Noetix leverages existing EBS and BI platform investments

Cognos8 BI

BusinessObjects Enterprise XI

BusinessObjects Edge Series

OtherThird-party

BI Tools

OracleDiscoverer

OracleBI Suite EE

BI Platform Semantic Layer Repositories and Report Catalogs

Models /Packages

UniverseOther data

models

End User Layer /Enterprise

Information Model

Noetix Generator

Oracle E-Business Suite

NoetixViews

Virtualtables

Page 19: Noetix-Pres

Noetix Provides a Reporting Application With Any Front End Tool

NOETIX HELP FILE

OBI EE

COGNOS

DISCOVERER

Page 20: Noetix-Pres

Noetix Search Key Benefits

• Powerful Search Capability for Report Developers– Familiar user interface

– Easily find the right view(s) for queries & reports

• Reporting Objects Cross-Referenced– List all views by column

– List all Oracle tables by view

– List all columns by Oracle table by view

– List all views by Oracle table

• Print/Save PDF Files of Views/Columns/Tables Detail

• 360 Degree View of Your Views!

Page 21: Noetix-Pres

Bringing Search to Noetix Reporting

Filter search by view names, view column names, table names and table column names.

Filter search by view names, view column names, table names and table column names.

Guided navigation enables searching by roles, modules,

and Oracle configuration

Guided navigation enables searching by roles, modules,

and Oracle configuration

Search across multiple instances of NoetixViews.

Search across multiple instances of NoetixViews.

Page 22: Noetix-Pres

NoetixViews Coverage

Oracle E-Business Suite 11i & 12.0

Financials Discrete Manufacturing Asset Lifecycle Management General Ledger Bill of Materials Enterprise Asset Management Payables Work in Process Receivables Inventory Service Assets Master Scheduling/MRP TeleService

Cost Management Install BaseProcurement Quality Depot Repair

Purchasing Field ServiceProcess Manufacturing Service Contracts (LA)

Order Management Product Development Order Management Process Planning Projects

Process Execution Project CostingHuman Resources OPM Financials Project Billing

Human Resources OPM Inventory Advanced Benefits Grants Payroll (US, UK, CAN, & AUS legislations) Project Manufacturing Grants Proposal Time and Labor Project Manufacturing (LA) Grants Accounting

EBS Administration Advanced Planning and Scheduling Industry Verticals Application Object Library Advanced Supply Chain Planning US Federal Financials Finanicals Interface Tables

PeopleSoft Enterprise 8.9 Siebel CRM 6.0 - 8.0

Human Capital Management Customer Releationship Management Human Resources Sales Payroll North America Service Time and Labor Call Center

Marketing Horizontal Applications Vertical Applications

Page 23: Noetix-Pres

Analytical Reporting

Page 24: Noetix-Pres

BI Challenges

• Achieve business reporting and data analysis requirements

• Minimize or eliminate impact on the production transaction database (OLTP)

• Improve query performance

• Capture transitory or historical data that no longer resides in the OLTP database

• Integrate data from multiple disparate databases

Page 25: Noetix-Pres

Noetix Analytics

• “Packaged” subject area data models in star schema data marts– Conformed dimensions and dimension hierarchies

– Snapshot data for history and trending

• Detailed data for full drill in Operational Data Store

• Pre-built ETL mappings from Oracle EBS– Complex transformations into data marts

– Change Data Capture for incremental refresh

• Integration interface to integrate legacy data

• Extensibility framework for customizations

• Pre-defined performance measures (KPIs), dashboards and reports– AP/AR Aging, Working Capital Management, Net Bookings, Profitability

Analysis, Vendor Performance & Quality, Headcount & Turnover Analysis

• Active metadata repository with administration tools

• Generators for integration with BI Platforms

Page 26: Noetix-Pres

Sample Noetix Analytics Subject Areas

Working Capital

Projects Sales ASCPDiscrete

MFGProfitability

Cash Conversion

Cycle

Project Commitment

DetailsBacklog

Full Pegging by MSC Plans

BOM Costing Daily NetRevenue

Days SalesOutstanding

Expenditure Details

Cost of Sales by Customer, Product, Rep

Exception Demand/Supplies by Resource

Make Items with no BOM

Margins byCustomer,

Product, Rep

Days InventoryOutstanding

Project Revenue Details

On-timePerformance

Exception Demand/Supplies by Customer

Order Items with no

Associated Job

ProjectsRevenues

DaysPurchasing

Outstanding

Cost Center Distribution

Lines

Net Bookings & Net Change

MFG BOM Operation

Sequences by MSC Plans

Component Usage -

History, Trends

Projects Expenditures

OpenReceivables& Payables

Debookings/Rebookings

PO Lines by Implement

Task

Spend by Period and

Vendor

MFG BOM Operation

Sequences by Customer

Quantity Built vs. Quantity

Ordered

Operating Income as % of

Sales

Gross Profit (Contribution)

Job Bill Rate Overrides

Cost Center Organization Relationships

Projected COGS Per

Order

Material Transactions By Plant to

Ship

Page 27: Noetix-Pres

Noetix Analytics Architecture

DataWarehouse

Packaged Analytics

MetadataRepository

Dashboards

Reports

Cubes

KPIs

Help System

Metadata Manager

Data Marts

OperationalData Store

Revenue Trends

2nd Tier ERP

100+ DataSources

OracleE-BusinessSuite

Extraction Views

Packag

ed

ETL

Inte

gra

tion

Inte

rface

Info

rmatic

a P

ow

erC

en

ter

Noetix

Gen

era

tor

Meta

data

Layer

Page 28: Noetix-Pres

Product DemonstrationNoetix Analytics

Page 29: Noetix-Pres

Noetix Functional Coverage

Page 30: Noetix-Pres

E-Business Suite

E-Business Suite

BI APPLICATIONS

PackagedReports

PackagedAnalytics Dashboards KPIs

DrillableReports

Noetix Oracle BI Discoverer CognosBusinessObjects

Noetix for Excel

OLTP Data WarehouseOperationalData Store

Data Marts

METADATA GENERATORS

METADATA SERVICES & DATA INTEGRATION

PeopleSoftPeopleSoft SiebelSiebel LegacyLegacy

Noetix Business IntelligenceReporting across the BI spectrum

Answers

DatabaseViews

BI PLATFORMS

ENTERPRISE BI MODELS

ENTERPRISE APPLICATIONS

JD EdwardsJD Edwards QAD MFG/PRO

QAD MFG/PRO

Page 31: Noetix-Pres

Noetix Business Intelligence

Page 32: Noetix-Pres

Supports Noetix Core Values

RapidImplementation

RapidImplementation

OpenArchitecture

OpenArchitecture Configuration

SpecificConfiguration

Specific

Metadata Driven

Metadata Driven

LowestTCO

LowestTCO

Bringing Data Into View

ExtensibleExtensible