Setting up a Successful Reporting Solution with Oracle Discoverer and Other Tools The Top 7 Reasons Why Oracle Users Rely on NoetixViews for Reporting Joe Dahl, Sales Consultant
Agenda About Noetix Reporting Challenges The Noetix Solution Product Demonstration Q&A
About Noetix Enterprise Application Metadata experts since 1994 Offices in Europe, US and Asia Oracle Certified Partner Siebel Validated Software Partner Microsoft Gold Partner 1,300+ Customers Worldwide Industry A W A R D S
Reporting Challenges
Reporting Challenges Packaged Business Intelligence Tools Manual mapping of data equates to significant cost and delay of most BI tools With Noetix you have Reduced time to information Reduced cost of implementation Reduced total cost of ownership Minimum project risk No additional rework costs or delay with upgrades Tailored Templates Tailored Templates Generic Reporting Templates Noetix MetaBuilder™ Noetix MetaBuilder™ Reporting Gap – Manual Mapping Changes to Application Configuration Custom Application Configuration Oracle Applications
Performance at a Price RDBMS and underlying Database design allows optimal Online transaction processing (OLTP) performance Oracle Applications 11i
The DB Consists of 1000s of Objects Tables Packages (Procedures & Functions) Grants/Synonyms Views (Limited use) Database Users (Application User Security) Roles (Limited use in HR modules)
Querying Oracle Applications Using SQL Columns Tables (or Views) Conditions & Data Relationships This screen shows the underlying query statement required to produce a View. If you did not use our views, you would have to write this code yourself in order to produce your report Notice the number of tables in the From Clause Notice in the Conditions area how the Type-Look-up code is set to ‘Standard’. This means if you were looking for any other type of purchase order you wouldn’t find it. Also notice that the Organization ID is equal to 114. These conditions are hardcoded into this View. How would you know this if you were creating a report from this view???? The HELPFILE!!!! We will go over the Helpfile within this training in detail so that you can create your reports effectively.
Overview of NoetixViews
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
#1 Information All in One Spot Simplify access Configuration specific Upgrade protection #1 Information All in One Spot Doesn’t break Noetix remaps the View… Oracle changes the database... MTL_SYSTEM_ITEMS_B HZ_CUST_ACCOUNTS OE_ORDER_LINES_ALL OE_ORDER_HEADERS_ALL HZ_PARTIES MTL_SYSTEM_ITEMS_TL PA_PROJECTS_ALL PA_TASKS Version 2 MTL_SYSTEM_ITEMS HZ_CUSTOMERS OE_ORDER_LINES_ALL OE_ORDER_HEADERS_ALL MTL_SYSTEM_ITEMS_TL PA_PROJECTS_ALL PA_TASKS Version 1 Noetix “View” of the database ATO Flag Booked Date Customer Customer No. Item Item Desc. Line Status Open Quant. Order No. Order Quant. Project Quantity Organization Order Lines Customer Selling Org. Cust. Status Open Quant. Order Quant. Booked Date Order No. Orders Flexfield column in the table ATTRIBUTE1: “Customer Status” Flexfield column in the view Cust. Status Sample Oracle database tables Report
#2 Auto-Generated Content NoetixViews creates a comprehensive set of views which “simplify” the underlying database design of Oracle Applications Views mask the complexity
Noetix Metadata Repository What is Metadata? Your configuration… Users/Roles Noetix MetaBuilder Organizations Noetix Metadata Repository Oracle Applications 11i Setups Business Rules
How Noetix Uses Metadata KPIs and metrics Oracle Applications 11i Noetix Metadata Repository Security NoetixViews Transaction data 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
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 Payment_Terms 1000 1001 1002 1020 4 5 2/10, Net 30 30/60/90 Due 10th Net 30 Net 15 Immediate
#3 Open Systems Flexibility Audience Unique Reporting Needs Business Users/Managers 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
#4 Automatic Upgrade Protection Insulates queries against physical changes Application upgrades Changing business requirements Different delivery methods Changes to Application Configuration v11i v10.7
#5 Performance Optimization Each View references many tables Complex Queries Union Relationships Noetix Development involves Tuning “Explain Plan” TKProf
#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$VENDOR_NUMBER PRINTED_DATE VENDOR_NAME STATUS TERMS A$ columns indicate that these are key data fields to be used in the filters section of a report to limit your report output. These columns will allow your queries to run quickly and efficiently.
#7 Customized Help File System MS Windows Help File Format HTML Help File Structure Format
Noetix EUL Generator for Discoverer Supports Discoverer versions 3.1, 4.1, 9i & 10g Business Areas Folders Items Descriptions List of Values Data Drills Automatic Joins
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
NoetixViews Cross Operations Extension SIRA Inc. Set of Books Set of Books Set of Books Airplane Group Automobile Group Operating Units Operating Unit Operating Unit Operating Unit Operating Unit Commercial Military Automotive Motorcycles Inventory Orgs INV / Man. Organization INV / Man. Organization INV / Man. Organization INV / Man. Organization INV / Man. Organization Washington California New York Texas Virginia
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 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 AnswerPoint™ Delivers hundreds of click-on, customizable answers to business questions. Noetix Dashboards KPIs for various functional areas presented via a graphical display 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 EUL Generator for Discoverer
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