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Set Up a Successful ReportingSolution with Oracle Discoverer

& Other Tools

Presented by: Rob Griebel

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Copyright © May 2004 by Noetix Corporation ± All Rights Reserved

A Day in the Life of aReport Developer

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Your customer/end-user

Say«Did ya happen to

get that Report Req

form I filled out?

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Typical Report Developer

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Oracle¶s TRM

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Defining the query«

� Look at requirements to see which basetable(s) include the most needed columns

� Figure out how best to join the base tablestogether

� 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

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Base Tables

� Budget vs. Actual Report

± GL_Balances

± GL_Bu dgets± GL_Bu dget _V ersions

± GL_C ode_C ombinations

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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

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Your customer calls you«

Is my report done yet?

It¶s been a week and I need

that report for tomorrow¶s

meeting!!

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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

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Security

� May not be an issue if using Discoverer

± U se an apps mode E U L

� It will be an issue if I use Reports 6i or Crystal

H ow do I access the Apps Sec u rity pack ages?

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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 abig deal right ?

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At this point

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The

GREATEST BARRIER

to achieving reporting goals

easily

is the

Complex Structure of

the Database Tables!

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Key Elements for SuccessfulReporting for Business Users

� Hide Database Complexity

± V iews

� Incorporate Configuration Information

� Open Architecture

± Diverse au dience = different present ation� E.g. Excel, Discoverer, Dashboards

� Tune for Performance

± V iews t u ned for performance

± Index colu mns identified ± Fi l ters & P ar ameters

± Tr aining

� Document in Business Terminology

� Organize Information by Functional Area

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Example:Purchase Order tables in the database

PO_Lines

Buyer Currency

Item

Description

List Price

Open Flag

Line No.

PO No.

QuantityTerms

Unit Price

Vendor

Simplified Noetix ³View´

PO_HEADERSC PO_LINE_TYPES

PO_LINES

MTL_ITEM_CATEGORIES

MTL_ITEMS

AP_TERMS PO_UN_NUMBERS

Open POs

PO No.

Item

Description

List Price

Quantity

Unit Price

Vendor

Your Report

What is a View?

PO_HEADER_TL

PO_LINE_TYPES

PO_LINES_TL

MTL_ITEM_CATEGORIES

MTL_ITEMS_TL

AP_TERMS_II

PO_NUMBERS

Same View« No changes! New database structure«

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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

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Users can use any tool!!

� Discoverer

� Oracle Reports

� Crystal

� Noetix Web Query

� Business Objects

� Brio

� Cognos

� Excel

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Wishing«

Wouldn¶t it be nice if«

� A system exists that has most of thesereports already written

� It would incorporate our securitymodels

� 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 anduse them in the reports automatically

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Copyright © May 2004 by Noetix Corporation ± All Rights Reserved Copyright © May 2004 by Noetix Corporation ± All Rights Reserved


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Click on a link to see the Viewsfor that Module


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Click on a link to see adescription of that View


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Copyright © May 2004 by Noetix Corporation ± All Rights Reserved Copyright © May 2004 by Noetix Corporation ± All Rights Reserved Copyright © May 2004 by Noetix Corporation ± All Rights Reserved

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Noetix solutions for Oracle

Discoverer and other

reporting tools

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Login using your Appsusername, password & responsibility


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View for Budget to Actualsin the GL area


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Double click theAnswerPoint report to run it


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Click on a columnheader to resort


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Drag column header to grey bar


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Click ³CUSTOMIZE´ to

modify the report


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Let¶s add the ³Account´ segment¶s DFF to the report


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Give the new column a friendly name


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Let¶s save the results in our

Personal folder


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New column in the output


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Unlocking the Power of Excel

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Create an Excel spreadsheetfrom this report


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Click ³Refresh Data´ to rerun the report!


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New Period Name for different results


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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!!!

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How you are seen at your company«

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Now you have more time for«

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Thank you for attending!

[email protected]

fN

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