NorCal OAUG

1
NorCal OAUG

• Reporting Oracle ERP Data with BusinessObjects
• Presenter Scott Tang

2
Agenda

• Introduction
• Basic Oracle BusinessObjects Architecture
• Report and Universe Creation Demonstration
• Echelons Specifics
• Oracle ERP Modules and BusinessObjects RDTs
• Security and User Setups
• Reporting Structure
• Other Tips Uses

3
Introduction

• Echelon Corporation 275 Employees Worldwide
  www.echelon.com
• Oracle 10.7 and 11i 5 years
• BusinessObjects 4.x and 5.x 5 years
• 35 users
• 100 ad-hoc reports
• 25 universes
• Empower users (Teach users to fish) philosophy
• Big time saver Allow end users to (re)format
  reports
• Super users can produce reports 90 of time
  unassisted
• When not successful, super users attempt at a
  report translates to report requirements and a
  prototype.

4
Oracle / BusinessObjects Architecture
End Users/ Super Users Sales Marketing Finance Ope
rations
Query, Reporting Analysis
InfoView / Reporter / Explorer
BusinessObjects Universes and RDTs
Report Administration Business Analysts Universe
Designer Apps DBA Sys Admin
Designer / Supervisor
BusinessObjects Repository Universes
(Tables/Views) Reports Database Connections User
Administration / Security
Broadcast Agent Report Scheduling/Publishing
Oracle Database
Oracle ERP PRODUCTION
Oracle ERP Development Test
5
Report Universe Demonstration

• Creating an Active Oracle Users report using
  Explorer
• Creating a Universe using Designer

6
Oracle and BusinessObjects RDTs

• Oracle Applications / BusinessObjects Rapid
  Deployment Templates
• Application Object Library (AOL)
• Accounts Payable (AP)
• Accounts Receivable(AR)
• Bill Of Materials (BOM)
• Engineering (ENG)
• Fixed Assets (FA)
• General Ledger (GL)
• Inventory (INV)
• Master Scheduling/MRP (MS/MRP)
• Order Management (OM)
• Shipping Module
• Purchasing (PO)
• Work In Process (WIP)

7
Security BusinessObjects Supervisor

• Users Level Sign-ons
• Report Access
• Universe Access
• Data secured by SQL Select Only

8
Reporting Structure

• 35 End Users Retrieve, refresh, (re)format
  reports
• 3 Report Creators Superusers validate results
  publish
• Manufacturing
• Order Admin / Receivables
• Finance
• 1 Universe Designer / Supervisor

9
Other Tips and Uses

• Create and Customize your own universes
• Create views and add them to the existing
  universes
• Use free-hand SQL
• For complex reports that require PL/SQL
• Create Oracle programs that populate a table
• Use BusinessObjects to retrieve data from table
• No other 3rd party tools needed, but could use
  Noetix
• Future Uses
• Ad-hoc reporting for Remedy, Agile, other
  enterprise apps
• Data Warehousing/ Data Marts
• Dashboards / Key Performance Metrics