1. JDE BI Publisher Concepts Prepared by: Ting Ho Essentialist Trissential Forgotten but very useful functions Session ID#:101420 #JDEINFOCUS

2. This is a divider slide title This is a subtitle or bulleted list

3. Observations of BIP Usage ■This Mirror existing outputs ■Only using BIP to email documents ■User spends time to extract information from the document JDE OutputBIP Output

4. Three Forgotten but Useful Concepts ■Conditional formatting ■Charts/graphs ■Pivot table to drive dynamic columns

5. Agenda ■Custom JDE report with non-BI output ■Same report with these concepts incorporated into the BI output ■Three concepts and walk through ■Final BI output ■Questions/Comments

6. Non BI Output

7. Three Questions 1.Which sales rep has the highest total overall sales? 2.Which sales rep has the highest overall margin %? 3.Which city did we ship to most by $?

8. Not Without Manual Efforts ■Linear relationship between data and length of time ■More data more time required by the user to digest and extract the data Data Time

9. Possible Workaround ■Custom work file ■Custom sections based on the work file to resort the data multiple times ■Cons: adds overheads, complexity and maintenance ■Cons: another UBE specific custom work file in the Database

10. BI Output

12. Recall the Three Questions 1.Which sales rep has the highest total overall sales? 2.Which sales rep has the highest overall margin %? 3.Which city do we ship most of the orders to by $?

13. Conditional Formatting ■What is it? ■How to use it? ■Why do we care?

14. Conditional Formatting Q: What is it? A: When a condition or conditions are met, it gives you the ability to change the attribute within a table: ▪background color ▪font color ▪font style

15. Conditional Formatting Q: How to use it? A: Let’s suppose we would like to have the following conditional formats applied to the report in the Margin % Column: ■Highlight the background color when the percentage is less than 15% ■Highlight the background color when the percentage is between 15 and 35% ■Highlight the background color when the percentage is over 35% RED YELLOW GREEN

16. Conditional Formatting Convert to IF Statements: ■Highlight the background color when the percentage is less than 15% If Percentage is less than 15% ■Highlight the background color when the percentage is between 15 and 35 % If Percentage is Greater Than or Equal to 15 and Less Than or Equal to 35% ■Highlight the background color when the percentage is over 35% If Percentage is Greater Than 35% RED YELLOW GREEN

17. Conditional Formatting ■What is it? ■How to use it? ■Why do we care?

18. Conditional Formatting ■Highlight the background color when the percentage is less than 15 % ■Highlight the background color when the percentage is between 15 and 35 % ■Highlight the background color when the percentage is over 35% RED YELLOW GREEN

19. Conditional Formatting ■What is it? ■How to use it? ■Why do we care?

20. Conditional Formatting Q: Why do we care? A: With conditional formatting, users can extract information visually without looking at the detail. Conditional Formatting really shines when you have a report that can alert users based on certain conditions that you can highlight. This presents the data in such a way that can be understood quickly and users can act accordingly

21. Conditional Formatting Q: Why do we care? A: With conditional formatting, users can extract information visually without looking at the detail. Conditional Formatting really shines when you have a report that can alert users based on certain conditions that you can highlight. This presents the data in such a way that can be understood quickly and users can act accordingly Real Word Example:

22. Graphs & Charts

23. ■What kind of Graphs and Charts can be done in BIP? ■How to create one? ■Why create one?

24. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart

25. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph

26. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart

27. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial

28. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial, Stock Graph,

29. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial, Stock Graph, 3D Area Graph

30. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial, Stock Graph, 3D Area Graph, Bubble Graph

31. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial, Stock Graph, 3D Area Graph, Bubble Graph, Funnel Graph

32. Graphs & Charts Q: What kind of Graphs and Charts can be done in BIP? A: Pie Chart, Line Graph, Bar Chart, Gauge Dial, Stock Graph, 3D Area Graph, Bubble Graph, Funnel Graph …AND MUCH MORE

33. Graphs & Charts ■What kind of Graphs and Charts can be done in BIP? ■How to create one? ■Why create one?

34. Graphs & Charts Q: How to create one? A: Think about what kind of graph to create and what kind of data to show in the graph. In the most simple graph, you would need data in the X axis and the Y axis. Let’s suppose we would to create a bar chart on sales rep vs total overall sales X axis – Sales Reps Y axis – Overall sales

35. Graphs & Charts ■Customize sorting Original: New:

36. Graphs & Charts ■What kind of Graphs and Charts can be done in BIP? ■How to create one? ■Why create one?

37. Graphs & Charts Q: Why create one? A: Graphs and Charts can provide users with visual cues to the data without getting inundated with all the details

38. Graphs & Charts Q: Why create one? A: Graphs and Charts can provide users with visual cues to the data without getting inundated with all the details

39. Pivot Table ■What is it? ■How to create one? ■Why create one?

40. Pivot Table Q: What is it? A: From Oracle: “The pivot table provides views of multidimensional data in tabular form. It supports multiple measures and dimensions and subtotals at all levels”

41. Dynamic Columns Let’s suppose we need to create a table with 12 monthly buckets Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A Store B Store C

42. Dynamic Columns Let’s suppose we need to create a table with 12 monthly buckets Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A1 Store B Store C

43. Dynamic Columns Let’s suppose we need to create a table with 12 monthly buckets Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A11 Store B1 Store C

44. Dynamic Columns Let’s suppose we need to create a table with 12 monthly buckets Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A11 Store B1 Store C

45. Dynamic Columns Let’s suppose we need to create a table with 12 monthly buckets Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A1115210 Store B123129 Store C11237 …12 Times

46. Dynamic Columns ■Columns will always show up regardless of the existence of data Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A1115210 Store B123129 Store C11237

47. Dynamic Columns ■Columns will always show up regardless of the existence of data Traditional Table JanFebMarAprMayJunJulAugSeptOctNovDecTotal Store A1115210 Store B123129 Store C11237 Table Created with Dynamic Columns JanFebMayJunJulNovDecTotal Store A1115210 Store B123129 Store C11237

48. Dynamic Columns ■Uses data to create columns -> no more hard coding of columns ■Shows columns only when there is data Table Created with Dynamic Columns JanFebMayJunJulNovDecTotal Store A1115210 Store B123129 Store C11237

49. Pivot Table ■What is it? ■How to create one? ■Why create one?

50. Pivot Table Q: How to create one? A: Suppose we would like to create a table to track sales of the cities we ship to. We could create a table and hardcode every city we do business in the table OR we could use Pivot Table to help us create the columns dynamically ▪Sales ▪City ▪Sales Rep

51. Pivot Table ■What is it? ■How to create one? ■Why create one?

52. Pivot Table Q: Why create one? ■Reduce development efforts -> lower development costs ■Simplifies the complexity of the template -> lower chance of bugs ■Easier maintain and troubleshoot ■User will only see columns with data values rather than all columns regardless of data

53. Putting It Together ■Final BI Output

54. John Maruyama – National Solutions Practice Director, Trissential Introduction to Trissential

55. Management consultants focused on improvement 200 employees nationally with offices in Chicago, Milwaukee and Minneapolis Part of SQS, the world’s leader in software quality Experts in Program, Project and Portfolio Management National Solutions practice focused on Enterprise Transformation, Business Architecture, Organization Change & Effectiveness, JD Edwards Optimization & Implementation Driven by our core values Uniquely positioned as the third alternative Our Clients Awards & Accolades Trissential Overview

56. Market Position – The Third Alternative Niche Consulting 1099 Market / World Class Standard Good Market Brand and/or Value Chain Position Commodity with Price Disadvantage Low Road (Low Cost) Different Road (Perceived Product/Service Quality) High Road (Customer Intimate) Competitive Strategy (Differentiation) Niche Consulting 1099 Staffing Firms Global SI’s Offshore Centric

57. Trissential JDE Offerings New Product Roll-Outs Mobility IOT OneView Reporting Partner Products BI Publisher Experience Sets Global o Mexico/Singapore Integration Re-organization Sand Box Setups Instance Consolidation Kenai our Offshore Partner JDE as a Service (JaaS) CNC Support Functional Support RICE Support New RICE – Bucket of Hours Staffing – supplement client Project Work Upgrades Add Functionality Add Plants Assessments Evaluate current footprint Proof of Concepts SQS Testing

58. Questions & Comments John Maruyama Practice Director, National Solutions jmaruyama@trissential.com 303.809.8369 Ting Ho Essentialist, National Solutions tho@trissential.com 763.227.0178

59. Please complete the session evaluation We appreciate your feedback and insight Session ID#101420