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Tips & Tricks for Successful Reporting from Oracle EBS The Top 7 Reasons Why Oracle Users Rely on NoetixViews for Reporting Bob Feldscher, Sales Consulting Manager Agenda • • • • • About Noetix Reporting Challenges The Noetix Solution Product Demonstration Q&A Copyright © June 2007 by Noetix Corporation – All Rights Reserved About Noetix • Enterprise Application Metadata experts since 1994 • • • • • Industry AWARDS Offices in Europe, US and Asia Oracle Certified Advantage Partner Siebel Validated Software Partner Microsoft Gold Partner 1,300+ Customers Worldwide Copyright © June 2007 by Noetix Corporation – All Rights Reserved Reporting Challenges Packaged Business Intelligence Tools Manual mapping of data equates to significant cost and delay of most BI tools Tailored Templates Generic Reporting Templates With Noetix you have ™ Reporting Gap – Manual Mapping Noetix MetaBuilder Reduced time to information Reduced cost of implementation Customto Application Configuration Changes Application Configuration Oracle Applications Reduced total cost of ownership Minimum project risk No additional rework costs or delay with upgrades Copyright © June 2007 by Noetix Corporation – All Rights Reserved 7 Reasons Oracle Users Rely on NoetixViews for Reporting • • • • • • • Information All in One Spot Auto-Generated Content Open Systems Flexibility Automatic Upgrade Protection Performance Optimization Index Column Identification Customized Help File System Copyright © June 2007 by Noetix Corporation – All Rights Reserved # 1 Information All in One Spot Oracle changes the database... HZ_PARTIES Flexfield column in the table HZ_CUSTOMERS HZ_CUST_ACCOUNTS ATTRIBUTE1: “Customer Status” OE_ORDER_HEADERS_ALL PA_PROJECTS_ALL PA_TASKS PA_TASKS Version 2 1 OE_ORDER_LINES_ALL MTL_SYSTEM_ITEMS MTL_SYSTEM_ITEMS_B MTL_SYSTEM_ITEMS_TL Sample Oracle database tables Copyright © June 2007 by Noetix Corporation – All Rights Reserved Simplify access Configuration specific Upgrade protection Noetix remaps the View… Order Lines ATO Flag Booked Date Customer Customer No. Cust. Status Item Item Desc. Line Status Open Quant. Order No. Order Quant. Project Quantity Organization Noetix “View” of the database Doesn’t break Orders Order No. Customer Flexfield column in the view Cust. Status Booked Date Order Quant. Open Quant. Selling Org. Report NoetixViews Cross Operations Extension SIRA Inc. Set of Books Operating Units Inventory Orgs Set of Books Set of Books Airplane Group Automobile Group Operating Unit Operating Unit Operating Unit Operating Unit Commercial Military Automotive Motorcycles INV / Man. Organization INV / Man. Organization Washington California Copyright © June 2007 by Noetix Corporation – All Rights Reserved INV / Man. Organization New York INV / Man. Organization Texas INV / Man. Organization Virginia # 2 Auto-Generated Content • NoetixViews creates a comprehensive set of views which “simplify” the underlying database design of Oracle Applications Views mask the complexity Copyright © June 2007 by Noetix Corporation – All Rights Reserved What is Metadata? Your configuration… Users/Roles Noetix MetaBuilder Organizations Noetix Metadata Repository Oracle Applications 11i Setups Copyright © June 2007 by Noetix Corporation – All Rights Reserved Business Rules How Noetix Uses Metadata Oracle Applications 11i Noetix Metadata Repository Security KPIs and metrics NoetixViews Transaction data Copyright © June 2007 by Noetix Corporation – All Rights Reserved Query & reporting Flexfields as Configured Key Flexfield Base Table Column Names Key Flexfield View Column Names SEGMENT12 Account$Company SEGMENT6 Account$Division SEGMENT3 Account$Cost_Center Descriptive Flexfield Base Table Column Names Descriptive Flexfield View Column Names ATTRIBUTE2 VEND$WWW_Site ATTRIBUTE9 VEND$Preferred_Vendor ATTRIBUTE11 VEND$Approved_Until Copyright © June 2007 by Noetix Corporation – All Rights Reserved List of Values (QuickPicks Decoded) Stored Oracle Values Retrieved Noetix Values STATUS_LOOKUP_CODE Status A C I P Active Closed In Process Printed TERMS_ID 1000 1001 1002 1020 4 5 Payment_Terms Copyright © June 2007 by Noetix Corporation – All Rights Reserved 2/10, Net 30 30/60/90 Due 10th Net 30 Net 15 Immediate # 3 Open Systems Flexibility Audience Business Users/Managers Unique Reporting Needs Pre-built Reports Ad hoc Access Discoverer Oracle Reports Crystal Noetix WebQuery Business Objects Cognos Brio Senior Mgmt Dashboards Analysts Controllers Excel Formatted/Ad hoc Copyright © June 2007 by Noetix Corporation – All Rights Reserved # 4 Automatic Upgrade Protection • Insulates queries against physical changes – – – – Application upgrades Changing business requirements Different delivery methods Changes to Application Configuration Copyright © June 2007 by Noetix Corporation – All Rights Reserved v10.7 v11i # 5 Performance Optimization • Each View references many tables – Complex Queries – Union Relationships • Noetix Development involves Tuning – “Explain Plan” – TKProf Copyright © June 2007 by Noetix Corporation – All Rights Reserved # 6 Indexed Columns Identified View Columns which use an index (indicated by ‘A$’ prefix) PO_Purchase_Orders Search by hints tell how to build fast queries A$BUYER_NAME A$BUYER_NUMBER A$PO_CREATION_DATE A$PO_NUMBER A$VENDOR_NAME A$VENDOR_NUMBER PRINTED_DATE VENDOR_NAME STATUS TERMS Copyright © June 2007 by Noetix Corporation – All Rights Reserved # 7 Customized Help File System • MS Windows Help File Format • HTML Help File Structure Format Copyright © June 2007 by Noetix Corporation – All Rights Reserved Noetix EUL Generator for Discoverer Supports Discoverer versions 3.1, 4.1, 9i & 10g • • • • • • • Copyright © June 2007 by Noetix Corporation – All Rights Reserved Business Areas Folders Items Descriptions List of Values Data Drills Automatic Joins Noetix Generator for Cognos Query Subjects Query Desc Column Desc Screen Tips Relationships Value Prompts Roles Object Security Packages Connections Reports Apps Mode Authentication Ad Hoc Query Reporting Business Intelligence Framework Manager (query) NoetixViews Oracle EBS Tables Copyright © June 2007 by Noetix Corporation – All Rights Reserved Noetix Generator For Cognos (setup & admin) NoetixViews for Oracle Applications • • • • • • • • Financials — AP, AR, FA & GL Supply Chain — INV, OM & PO Manufacturing — MRP, BOM, WIP, CST and OPM Human Resources — HR, PAY, BEN Project Accounting — PC & PB Grants Cross Operations Extension Custom Modules Through Oracle Applications versions 11.5.10 Copyright © June 2007 by Noetix Corporation – All Rights Reserved Noetix Solution — Components • • • • • • • NoetixViews® Provides hundreds of views of the underlying data structures organized by functional area. Noetix Help File Efficiently instructs users in report creation by documenting your Oracle Application specific configurations Noetix Generators Discoverer Cognos Business Objects Noetix QueryServer® Integrates disparate data sources into a secure query routing & management platform. Noetix WebQuery® Empowers decision makers to create and modify reports without IT involvement. Noetix Answers™ Delivers hundreds of click-on, customizable answers to business questions. Noetix Dashboards KPIs for various functional areas presented via a graphical display Copyright © June 2007 by Noetix Corporation – All Rights Reserved Through Oracle Applications v. 11.5.10 – Financials – AP, AR, FA & GL – Supply Chain – INV, OM & PO – Manufacturing – MRP, BOM, WIP, CST, & OPM – Human Resources – HR, PAY, BEN – Project Accounting – PC & PB – Grants – Cross Operations Extension – Custom Views for other Modules – DW Views – GL, AP, AR, OM Product Demonstration Why We are Successful Pre-generated Content – Views and reports that pick up configuration End User Independence – Ease of use Faster Time to Market – Predictable, proven implementation Open Architecture – Easily integrate with other data sources Performance – Don’t have to sacrifice real-time data Change Management – Upgrade protection Copyright © June 2007 by Noetix Corporation – All Rights Reserved