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NorCal OAUG

NorCal OAUG . Reporting Oracle ERP Data with BusinessObjects Presenter: Scott Tang. Agenda. Introduction Basic Oracle & BusinessObjects Architecture Report and Universe Creation Demonstration Echelon’s Specifics Oracle ERP Modules and BusinessObjects’ RDTs Security and User Setups

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NorCal OAUG

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  1. NorCal OAUG Reporting Oracle ERP Data with BusinessObjects Presenter: Scott Tang

  2. Agenda • Introduction • Basic Oracle & BusinessObjects Architecture • Report and Universe Creation Demonstration • Echelon’s Specifics • Oracle ERP Modules and BusinessObjects’ RDTs • Security and User Setups • Reporting Structure • Other Tips & Uses

  3. Introduction • Echelon Corporation – 275 Employees Worldwide www.echelon.com • Oracle 10.7 and 11i – 5 years • BusinessObjects 4.x and 5.x – 5 years • 35 users • 100+ ad-hoc reports • 25+ universes • Empower users (Teach users to fish) philosophy • Big time saver: Allow end users to (re)format reports • Super users can produce reports 90% of time unassisted • When not successful, super users attempt at a report translates to report requirements and a prototype.

  4. Oracle / BusinessObjects’ Architecture End Users/ Super Users Sales Marketing Finance Operations Query, Reporting & Analysis InfoView / Reporter / Explorer BusinessObjects Universes and RDTs Report Administration Business Analysts Universe Designer Apps DBA Sys Admin Designer / Supervisor BusinessObjects Repository Universes (Tables/Views) Reports Database Connections User Administration / Security BroadcastAgent ReportScheduling/Publishing Oracle Database Oracle ERP PRODUCTION Oracle ERP Development & Test

  5. Report & Universe Demonstration • Creating an “Active Oracle Users” report using Explorer • Creating a Universe using Designer

  6. Oracle and BusinessObjects RDTs • Oracle Applications / BusinessObjects Rapid Deployment Templates • Application Object Library (AOL) • Accounts Payable (AP) • Accounts Receivable(AR) • Bill Of Materials (BOM) • Engineering (ENG) • Fixed Assets (FA) • General Ledger (GL) • Inventory (INV) • Master Scheduling/MRP (MS/MRP) • Order Management (OM) • Shipping Module • Purchasing (PO) • Work In Process (WIP)

  7. Security – BusinessObjects Supervisor • Users Level Sign-ons • Report Access • Universe Access • Data secured by SQL “Select Only”

  8. Reporting Structure • 35 End Users – Retrieve, refresh, (re)format reports • 3 Report Creators – Superusers validate results & publish • Manufacturing • Order Admin / Receivables • Finance • 1 Universe Designer / Supervisor

  9. Other Tips and Uses • Create and Customize your own universes • Create views and add them to the existing universes • Use free-hand SQL • For complex reports that require PL/SQL: • Create Oracle programs that populate a table • Use BusinessObjects to retrieve data from table • No other 3rd party tools needed, but could use Noetix • Future Uses: • Ad-hoc reporting for Remedy, Agile, & other enterprise apps • Data Warehousing/ Data Marts • Dashboards / Key Performance Metrics

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