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

2. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Agenda About Noetix Reporting Challenges The Noetix Solution Product Demonstration Q&A

3. Copyright © January 2006 by Noetix Corporation – All Rights Reserved About Noetix Information access experts since 1994 Offices in North America and Europe Oracle Certified Partner 1200+ customers worldwide Industry A W A R D SA W A R D S

4. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Partial Customer List

5. Reporting Challenges

6. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Your customer/end-user Say…Did ya happen to get that Report Req form I filled out?

7. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Typical Report Developer

8. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Oracle’s TRM

9. Copyright © January 2006 by Noetix Corporation – All Rights Reserved 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

10. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Base Tables Budget vs. Actual Report – GL_Balances – GL_Budgets – GL_Budget_Versions – GL_Code_Combinations

11. Copyright © January 2006 by Noetix Corporation – All Rights Reserved 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

12. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Your customer calls you… Is my report done yet? It’s been a week and I need that report for tomorrow’s meeting!!

13. Overview of NoetixViews

14. Copyright © January 2006 by Noetix Corporation – All Rights Reserved 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 Tuned for Performance – Views tuned for performance – Index columns identified – Filters & Parameters – Training Document in Business Terminology Organize Information by Functional Area

15. Copyright © January 2006 by Noetix Corporation – All Rights Reserved What is a View? PA_TASKS PER_JOBS PA_EXPENDITURE_TYPES PA_EXPENDITURE_ITEMS_ALL PA_EXPENDITURE_COMMENTS PA_PROJECTS_ALL PA_PROJECT_TYPES_ALL PO_VENDORS PA_EXPENDITURES_ALL PA_TASKS PER_JOBS PA_EXPENDITURE_TYPES PA_EXPENDITURE_ITEMS_ALL PA_EXPENDITURE_COMMENTS PA_PROJECTS_ALL PA_PROJECT_TYPES_ALL PO_VENDORS PA_EXPENDITURES_ALL Simplified Noetix “View” All_Expenditure_Lines Project Name Project Number Project Manager Transaction Number Transaction Source Bill Amount Burdened Cost Cost Currency Code Cost Distribution Flag Event Type Expenditure Type Incurred By Task Name Your Report Project_Exp_Lines Task Number Incurred By Expenditure Type Burdened Cost Bill Amount Transaction Source Project Name

16. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Open Systems Flexibility Business Users/Managers – Pre-Built Reports – Adhoc Access Discoverer Oracle Reports Crystal Noetix Web Query Business Objects Brio Cognos Senior Management – Dashboards Analysts/Controllers – Excel Formatted Adhoc

17. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Automatic Upgrade Protection Insulates queries against physical changes – Application upgrades – Changing business requirements – Different delivery methods v10.7 v11i

18. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Key Flexfields as Configured Key Flexfield Base Table Column Names SEGMENT12 SEGMENT6 SEGMENT3 Account$Company Account$Division Account$Cost_Center Key Flexfield View Column Names Key Flexfield Base Table Column Names ATTRIBUTE2 ATTRIBUTE9 ATTRIBUTE11 VEND$WWW_Site VEND$Preferred_Vendor VEND$Approved_Until Key Flexfield View Column Names

19. Copyright © January 2006 by Noetix Corporation – All Rights Reserved List of Vales (QuickPicks Decoded) Base Table Column NamesView Column Names STATUS_LOOKUP_CODE TERMS_ID ACIPACIP 1000 1001 1002 1020 4 5 Payment_Terms Status 2/10, Net 30 30/60/90 Due 10th Net 30 Net 15 Immediate Active Closed In Process Printed

20. Copyright © January 2006 by Noetix Corporation – All Rights Reserved View Columns which use an index (indicated by ‘A$’ prefix) PO_Purchase_Orders A$BUYER_NAME A$BUYER_NUMBER A$PO_CREATION_DATE A$PO_NUMBER A$VENDOR_NAME A$VENDOR_NUMBER PRINTED_DATE VENDOR_NAME STATUS TERMS Search by hints tell how to build fast queries Indexed Columns Identified

21. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Noetix EUL Generator for Discoverer Business Areas Folders Items Descriptions List of Values Data Drills Automatic Joins Supports Discoverer versions 3.1, 4.1, 9i & 10g

22. Copyright © January 2006 by Noetix Corporation – All Rights Reserved NoetixViews for Oracle Applications Financials — AP, AR, FA & GL Supply Chain — INV, OM & PO Manufacturing — MRP, BOM, WIP & CST Human Resources — HR, PAY, BEN Project Accounting — PC & PB Cross Operations Extension Through Oracle Applications versions 11.5.10

23. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Product Components Delivers hundreds of click-on answers to business questions Empowers decision makers to easily create and modify their own reports Integrates disparate data sources into a secure query routing and management platform Provides >1000 business views of the underlying data structures Technology that crawls enterprise application to discover and profile metadata Enterprise applications database Noetix MetaBuilder BI Tools, Portals, Dashboard Noetix WebQuery Noetix QueryServer NoetixViews Noetix AnswerPoint

24. Product Demonstration

25. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Wishing… Wouldn’t it be nice if… 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 Support multiple tools

26. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

27. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Click on a link to see the Views for that Module Copyright © May 2004 by Noetix Corporation – All Rights Reserved

28. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

29. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved Click on a link to see a description of that View Copyright © May 2004 by Noetix Corporation – All Rights Reserved

30. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

31. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Copyright © May 2004 by Noetix Corporation – All Rights Reserved

32. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Noetix solutions for Oracle Discoverer and other reporting tools

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

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

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

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

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

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

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

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

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

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

53. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Unlocking the Power of Excel

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

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

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

62. Copyright © January 2006 by Noetix Corporation – All Rights Reserved 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!!!

63. Copyright © January 2006 by Noetix Corporation – All Rights Reserved How you are seen at your company…

64. Copyright © January 2006 by Noetix Corporation – All Rights Reserved Now you have more time for…

65. Thank you for attending! sales@noetix.com Toll-free 866-4Noetix