Scott Tang, Reporting Oracle ERP Data with BusinessObjects

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Scott Tang, Reporting Oracle ERP Data with BusinessObjects

  1. 1. NorCal OAUG Reporting Oracle ERP Data with BusinessObjects Presenter: Scott Tang
  2. 2. Agenda <ul><li>Introduction </li></ul><ul><li>Basic Oracle & BusinessObjects Architecture </li></ul><ul><li>Report and Universe Creation Demonstration </li></ul><ul><li>Echelon’s Specifics </li></ul><ul><ul><li>Oracle ERP Modules and BusinessObjects’ RDTs </li></ul></ul><ul><ul><li>Security and User Setups </li></ul></ul><ul><ul><li>Reporting Structure </li></ul></ul><ul><ul><li>Other Tips & Uses </li></ul></ul>
  3. 3. Introduction <ul><li>Echelon Corporation – 275 Employees Worldwide www.echelon.com </li></ul><ul><li>Oracle 10.7 and 11i – 5 years </li></ul><ul><li>BusinessObjects 4.x and 5.x – 5 years </li></ul><ul><ul><li>35 users </li></ul></ul><ul><ul><li>100+ ad-hoc reports </li></ul></ul><ul><ul><li>25+ universes </li></ul></ul><ul><li>Empower users (Teach users to fish) philosophy </li></ul><ul><ul><li>Big time saver: Allow end users to (re)format reports </li></ul></ul><ul><ul><li>Super users can produce reports 90% of time unassisted </li></ul></ul><ul><ul><li>When not successful, super users attempt at a report translates to report requirements and a prototype. </li></ul></ul>
  4. 4. Oracle / BusinessObjects’ Architecture BusinessObjects Universes and RDTs Query, Reporting & Analysis Oracle Database Oracle ERP PRODUCTION End Users/ Super Users Sales Marketing Finance Operations Report Administration Business Analysts Universe Designer Apps DBA Sys Admin BusinessObjects Repository Universes (Tables/Views) Reports Database Connections User Administration / Security InfoView / Reporter / Explorer Designer / Supervisor Broadcast Agent Report Scheduling/Publishing Oracle ERP Development & Test
  5. 5. Report & Universe Demonstration <ul><li>Creating an “Active Oracle Users” report using Explorer </li></ul><ul><li>Creating a Universe using Designer </li></ul>
  6. 6. Oracle and BusinessObjects RDTs <ul><li>Oracle Applications / BusinessObjects Rapid Deployment Templates </li></ul><ul><ul><ul><li>Application Object Library (AOL) </li></ul></ul></ul><ul><ul><ul><li>Accounts Payable (AP) </li></ul></ul></ul><ul><ul><ul><li>Accounts Receivable(AR) </li></ul></ul></ul><ul><ul><ul><li>Bill Of Materials (BOM) </li></ul></ul></ul><ul><ul><ul><li>Engineering (ENG) </li></ul></ul></ul><ul><ul><ul><li>Fixed Assets (FA) </li></ul></ul></ul><ul><ul><ul><li>General Ledger (GL) </li></ul></ul></ul><ul><ul><ul><li>Inventory (INV) </li></ul></ul></ul><ul><ul><ul><li>Master Scheduling/MRP (MS/MRP) </li></ul></ul></ul><ul><ul><ul><li>Order Management (OM) </li></ul></ul></ul><ul><ul><ul><li>Shipping Module </li></ul></ul></ul><ul><ul><ul><li>Purchasing (PO) </li></ul></ul></ul><ul><ul><ul><li>Work In Process (WIP) </li></ul></ul></ul>
  7. 7. Security – BusinessObjects Supervisor <ul><li>Users Level Sign-ons </li></ul><ul><li>Report Access </li></ul><ul><li>Universe Access </li></ul><ul><li>Data secured by SQL “Select Only” </li></ul>
  8. 8. Reporting Structure <ul><li>35 End Users – Retrieve, refresh, (re)format reports </li></ul><ul><li>3 Report Creators – Superusers validate results & publish </li></ul><ul><ul><li>Manufacturing </li></ul></ul><ul><ul><li>Order Admin / Receivables </li></ul></ul><ul><ul><li>Finance </li></ul></ul><ul><li>1 Universe Designer / Supervisor </li></ul>
  9. 9. Other Tips and Uses <ul><li>Create and Customize your own universes </li></ul><ul><li>Create views and add them to the existing universes </li></ul><ul><li>Use free-hand SQL </li></ul><ul><li>For complex reports that require PL/SQL: </li></ul><ul><ul><li>Create Oracle programs that populate a table </li></ul></ul><ul><ul><li>Use BusinessObjects to retrieve data from table </li></ul></ul><ul><li>No other 3 rd party tools needed, but could use Noetix </li></ul><ul><li>Future Uses: </li></ul><ul><ul><li>Ad-hoc reporting for Remedy, Agile, & other enterprise apps </li></ul></ul><ul><ul><li>Data Warehousing/ Data Marts </li></ul></ul><ul><ul><li>Dashboards / Key Performance Metrics </li></ul></ul>

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