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Presented by: Rob Griebel

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1 Presented by: Rob Griebel
Set Up a Successful Reporting Solution with Oracle Discoverer & Other Tools Presented by: Rob Griebel

2 A Day in the Life of a Report Developer

3 Your customer/end-user
Say…Did ya happen to get that Report Req form I filled out?

4 Typical Report Developer

5 Oracle’s TRM

6 Defining the query… Look at requirements to see which base table(s) include the most needed columns Figure out how best to join the base tables together Determine which org-id’s to use Where do I find the flexfields that the user wants I bet they’re going to want drill down again Hmm….what about security

7 Base Tables Budget vs. Actual Report GL_Balances GL_Budgets
GL_Budget_Versions GL_Code_Combinations

8 Now start coding… SELECT ACCT.SEGMENT5 Product,
ACCT.SEGMENT4 Sub_Account, NVL(ACTBL.BEGIN_BALANCE_DR,0) - NVL(ACTBL.BEGIN_BALANCE_CR, 0) + NVL(ACTBL.PERIOD_NET_DR,0) - NVL(ACTBL.PERIOD_NET_CR,0) Actual_Balance, NVL(ACTBL.BEGIN_BALANCE_DR_BEQ,0) - NVL(ACTBL.BEGIN_BALANCE_CR_BEQ,0) + NVL(ACTBL.PERIOD_NET_DR_BEQ, 0) - NVL(ACTBL.PERIOD_NET_CR_BEQ,0) Actual_Balance_Accounted, NVL(ACTBL.BEGIN_BALANCE_DR, 0) - NVL(ACTBL.BEGIN_BALANCE_CR,0) Actual_Begin_Balance, FROM GL.GL_BALANCES ACTBL, GL.GL_BUDGETS BUDGT, GL.GL_BUDGET_VERSIONS BUDVR, GL.GL_BALANCES BUDBL, GL.GL_CODE_COMBINATIONS ACCT

9 Your customer calls you…
Is my report done yet? It’s been a week and I need that report for tomorrow’s meeting!!

10 Your customer adds… Oh, and by the way…
I want to be able to distribute this to many organizations so that they can see their own budgets but not others. Okey dokey? Bye

11 Security May not be an issue if using Discoverer
Use an apps mode EUL It will be an issue if I use Reports 6i or Crystal How do I access the Apps Security packages?

12 Not another call… Oh I forgot to mention… Did you see my email?
I need you to add 5 more columns and incorporate that new DFF we created an hour ago. That’s not a big deal right?

13 At this point

14 to achieving reporting goals
The GREATEST BARRIER to achieving reporting goals easily is the Complex Structure of the Database Tables! Copyright © May 2004 by Noetix Corporation – All Rights Reserved

15 Key Elements for Successful Reporting for Business Users
Hide Database Complexity Views Incorporate Configuration Information Open Architecture Diverse audience = different presentation E.g. Excel, Discoverer, Dashboards Tune for Performance Views tuned for performance Index columns identified Filters & Parameters Training Document in Business Terminology Organize Information by Functional Area

16 Simplified Noetix “View”
What is a View? Example: Purchase Order tables in the database PO_Lines Buyer Currency Item Description List Price Open Flag Line No. PO No. Quantity Terms Unit Price Vendor Simplified Noetix “View” Open POs PO No. Item Description List Price Quantity Unit Price Vendor Your Report PO_HEADER_TL PO_LINE_TYPES PO_LINES_TL MTL_ITEM_CATEGORIES MTL_ITEMS_TL AP_TERMS_II PO_NUMBERS PO_HEADERSC PO_LINE_TYPES PO_LINES MTL_ITEM_CATEGORIES MTL_ITEMS AP_TERMS PO_UN_NUMBERS New database structure… Same View… No changes!

17 Key Flexfields as Configured
Key Flexfield Base Table Column Names Key Flexfield View Column Names SEGMENT12 Account$Company SEGMENT6 Account$Division SEGMENT3 Account$Cost_Center Copyright © May 2004 by Noetix Corporation – All Rights Reserved

18 Users can use any tool!! Discoverer Oracle Reports Crystal
Noetix Web Query Business Objects Brio Cognos Excel

19 Wouldn’t it be nice if… Wishing…
A system exists that has most of these reports already written It would incorporate our security models I could easily customize the reports I could let the users customize their own reports It would somehow read our configurations like COA and DFFs and use them in the reports automatically

20 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

21 Click on a link to see the Views for that Module
Copyright © May 2004 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

22 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

23 Click on a link to see a description of that View
Copyright © May 2004 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

24 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

25 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

26 Noetix solutions for Oracle Discoverer and other reporting tools

27 Login using your Apps username, password & responsibility
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

28 View for Budget to Actuals in the GL area
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

29 Double click the AnswerPoint report to run it
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

30 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

31 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

32 Click on a column header to resort
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

33 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

34 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

35 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

36 Drag column header to grey bar
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

37 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

38 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

39 Click “CUSTOMIZE” to modify the report
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

40 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

41 Let’s add the “Account” segment’s DFF to the report
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

42 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

43 Give the new column a friendly name
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

44 Let’s save the results in our Personal folder
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

45 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

46 New column in the output
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

47 Unlocking the Power of Excel

48 Create an Excel spreadsheet from this report
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

49 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

50 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

51 Click “Refresh Data” to rerun the report!
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

52 New Period Name for different results
Copyright © May 2004 by Noetix Corporation – All Rights Reserved

53 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

54 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

55 Copyright © May 2004 by Noetix Corporation – All Rights Reserved

56 How your customer feels after Noetix helps you…
I can’t believe how fast you built this report for me!! Thanks!!! I love the ability to change things myself without knowing any programming stuff!!!

57 How you are seen at your company…

58 Now you have more time for…

59 Thank you for attending!
Toll-free 866-4Noetix


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