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UNITING BUSINESS AND TECHNOLOGY. The Demystification of the Vast Oracle Reporting and Analysis Plethora for JDE!. Session ID: 101760 Naushad Siddiqui, Director of BI, CD Group Susan Szymanski, Director of Development, CD Grou p Kimberly Jacot, Development Lead, CD Group. December 3, 2013.

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The Demystification of the Vast Oracle Reporting and Analysis Plethora for JDE!

Session ID: 101760

Naushad Siddiqui, Director of BI, CD Group

Susan Szymanski, Director of Development, CD Group

Kimberly Jacot, Development Lead, CD Group

December 3, 2013



  • CD Group and Team Overviews
  • Presentation Goals
  • Plethora of Reporting Options
    • BI Publisher
    • Native EnterpriseOne Reporting
    • OneView Reporting
    • Hyperion Financial Reporting
    • Oracle Business Intelligence
  • Q&A
cd group overview
CD Group Overview
  • U.S. Based, National Presence
  • Global Project experience
  • We have been delivering solutions to JD Edwards customers for twenty years
  • Full Service Project Services companyfocused on JD Edwards customers
  • Managed Services business focused on delivering operational support to JD Edwards customers
  • Oracle Platinum Partner
  • Recognized as the top JD Edwards upgrade partner in 2011 for North America
cd group development team overview
CD Group – Development Team Overview
  • Summary:
    • 20+ years experience with JD Edwards
      • Upgrades
      • Migrations
      • New Implementations
    • Development Leads, Senior Developers,
    • Associate Developers, Offshore Developers
  • Expertise in:
  • Full JD Edwards Development
    • World
    • EnterpriseOne
  • BI Publisher
  • Business Services
  • Mobility
  • OneView Reporting
  • E1 Pages
  • Integrations
cd group bi team overview
CD Group – BI Team Overview
  • Summary:
    • 12 years experience in Business Intelligence for JD Edwards Customers
      • Oracle BI Specialized Partner
      • 30+ implementations of Oracle BI
    • Subject Matter Experts in Sales, Inventory, Purchasing, GL, AR, AP, Fixed Assets, Custom Modules
  • Expertise in:
  • Data Warehousing
    • ETL (Informatica)
    • ELT (ODI)
    • Dashboards and Reports
    • Metadata Modeling
    • Scorecarding
  • EPM
    • Essbase
    • Hyperion Financial Reporting
presentation goals
Presentation Goals
  • Discover the reporting/analytics options available.
  • Determine which options will unite your reporting requirements.
developing a reporting analysis strategy
Developing a Reporting/Analysis Strategy
  • Identify the consumers and creators of each report.
  • Are your needs operational/transactional, analytical, financial report based, or both?
  • Is formatting of reports the biggest need? What are your other primary goals?
    • What are you trying to accomplish?
    • Who is trying to accomplish this task?
  • Begin to develop your reporting vision for your company.
plethora of reporting options
Plethora of Reporting Options
  • BI Publisher
  • Native EnterpriseOne Reporting
    • ERW/RDA
    • Financial Report Writer/FRW
    • Embedded BI Publisher
  • OneView Reporting
  • Hyperion Financial Reporting
  • Oracle Business Intelligence

BI Publisher Plethora

  • BI Publisher Enterprise
  • BI Publisher Embedded
  • BI Publisher and OBIEE
native enterpriseone report development
Native EnterpriseOne Report Development
  • Financial Report Writer/FRW
  • Embedded BI Publisher
native enterpriseone reporting
Native EnterpriseOne Reporting
  • Pros
    • Comprehensive
    • Flexible
  • Cons
    • Heavy IT



BI Publisher Embedded

  • Newer features and functionality
    • Data Driven Printing
    • Archival Options
      • Advanced Naming
      • Defined Directories
    • Job Queues
oneview reporting ovr
OneView Reporting(OVR)
  • Pros
    • Quick Queries and Reporting
    • Empowers End Users
    • No IT Involvement
  • Cons
    • Add-on Licensing
hyperion financial reporting hfr
Hyperion Financial Reporting (HFR)
  • World-class financial statement generator
    • Highly formatted, summary-to-detail drilling, book outputs
    • P&L (Profit/Loss; Income Statements), Balance Sheets, etc.
hyperion financial reporting hfr2
Hyperion Financial Reporting (HFR)
  • Pros
    • Very versatile, grid-based editor, pixel-perfect financial report writer
    • Fast performance rendering reports due to underlying Essbase cubes
    • Financial book generation
  • Cons
    • Requires Essbase cube modeling/ development before report building
    • (*) Essbase-only supported for back end; need to purchase OBIFS licensing, not OBIEE
oracle business intelligence
Oracle Business Intelligence
  • Oracle’s full enterprise business intelligence platform
    • Dashboards, visuals, drag-drop ad hoc analysis, dynamic slicing/dicing
    • Alerts, mobile on-the-go insights, cross-subject area analytics
oracle business intelligence obiee obifs
Oracle Business Intelligence (OBIEE / OBIFS)
  • Oracle Business Intelligence Enterprise Edition (OBI EE)
    • Dashboards
    • Ad-hoc Analysis
    • Alerting/Delivery
    • Smart View
    • BI Publisher
  • Oracle Business Intelligence Foundation Suite (OBI FS)
    • All of OBIEE and…
    • Oracle Scorecard and Strategy Management (OSSM)
    • Hyperion Financial Reporting PLUS Essbase (OLAP cubes)
    • Mobile app included free of charge
oracle business intelligence1
Oracle Business Intelligence
  • Pros
    • Comprehensive BI suite
    • Many user experience options
    • Model data once
  • Cons
    • Upfront DW and metadata dev unless you go prebuilt
    • (*) OBIEE-only license excludes Essbase (needed for HFR); need OBIFS
oracle business intelligence data warehouse consideration
Oracle Business Intelligence – Data Warehouse Consideration

Benefits of a Data Warehouse in BI:

    • Improved run-time performance for analyses
    • Prevent additional overhead on underlying transaction systems (JDE)
    • Data archival

You have options:

  • Build your own
  • Oracle Business Intelligence Applications (OBIA)
    • For multiple source systems: Fusion, EBS, PeopleSoft, JDE…
  • CD Group Accelerate Data Warehouse
    • JDE only (World/E1)


Naushad Siddiqui, Director of BI, CD Group

678-268- 2128

Susan Szymanski, Director of Development, CD Group


enterpriseone bi publisher embedded
EnterpriseOne BI Publisher Embedded
  • Operational Reporting
    • Execute from within JDE E1 like any UBE
    • Leverage existing or new UBEs and business logic
    • Pixel perfect customer facing output
    • Advanced features such as electronic deliver and bursting
oneview reporting
OneView Reporting
  • Interactive Reporting
    • Dynamic column sorting and filtering
    • Group filters
    • Charts with animation
    • Collapsible Regions
our bi philosophy
Our BI Philosophy
  • Oracle Only
    • Our focus is exclusively on Oracle BI Products
    • Allowing our customers to stay with one vendor.
    • More importantly, Oracle BI is a center point of Fusion.
  • Full Implementations
    • We see you the whole way through
    • Including the installation of the BI Platform, solution implementation and end user training.
  • High Impact, Low Cost
    • Project timelines are in weeks, not months. 
    • Many projects are fixed price so customers know what the project will cost before it ever gets started.   
  • Multiple Solution Options–
    • One size does NOT fit all.
    • We offer Oracle BI via Essbase Cubes, ODI Data Warehouses, Direct Connect Scenarios and OBI Applications
  • Focus on Self-Sufficiency
    • Business Users will not require I.T. to build their Dashboards and Reports, and will continue to create content long after the project completion.
common business issues
Common Business Issues
  • Customers manually create financial statements & books via data dumps and Excel manipulation
    • Painful
    • Time Consuming
    • Delays monthly closing
  • Reports lack integrity and end user interaction
    • Error prone due to manual processes
    • Consumers are locked into provided views
    • No ability to drill into details
oracle business intelligence foundation suite
Oracle Business Intelligence Foundation Suite


Financial Statements

Business Analysis

One Platform

Dual Application

cd group accelerate dw for jde
CD Group Accelerate DW for JDE
  • Developed from 12 years of BI experience specifically with JDE Customers
  • Extracts designed to support legacy as well as E1 versions of JDE
  • ETL (ELT) mappings designed in Oracle Data Integrator (ODI)
  • Built on Kimball design methodologies and best practices
  • Delivered with pre-built Subject Areas as well as starting point out of the box content (Dashboards/Analyses/Scorecards)
value of accelerate
Value of Accelerate
  • Takes the complexity out of JD Edwards
    • Considers appropriate table joins, levels of granularity, naming conventions, Julian Dates, value-add calculations
    • Business Users can focus on analysis and creating end content rather than data modeling.

April 7-11, 2014

The Venetian and Sands Expo Center

Las Vegas, Nevada

Attend COLLABORATE 14 to hear high-level,

strategic education for the JD Edwards audience. Register through Quest to receive exclusive JD Edwards updates, materials and networking events.

Registration OPEN! Early Bird rates end February 12, 2014.