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27550: Using the Free Crystal Reports with JDE Adam Crigger, Preferred Strategies Seth Tuthill, Washington Real Estate Investment Trust

27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

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Page 1: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

27550: Using the Free

Crystal Reports with JDE

Adam Crigger, Preferred Strategies

Seth Tuthill, Washington Real Estate Investment Trust

Page 2: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Agenda

• JD Edwards Reporting Problems

• Preferred Strategies Overview

• Business Objects Overview

• Offerings from Oracle

• Customer Success Story - WRIT

• Live Demonstration

• Questions

Page 3: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards Reporting Problems

– Files structured for data entry

• Hard to use for retrieval

– Odd formats for data:• Date: 107181 (6/30/07)

• Amounts: 15025 ($150.25)

– Hard to understand names• MCMCU = “Business Unit”

– Data fields user see on screen are not in database

• i.e., Current Year: Year-to- date actual amount

– Leading spaces: Bus. Unit_ _ _ _ _ _ _ _ 1750 (“Plant 1”)

– Developing & storing meta data• Difficult / awkward process

– Incorporating data from other data sources into JD Edwards

Page 4: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Preferred Strategies Overview

– 40+ man-years JDE & BI user community experience

– Early adopters of Crystal & JD Edwards

– Integration of Business Objects with JD Edwards

– Business Objects ‘Go To’Partner for JD Edwards

• 1st Quick Start Pack for Crystal Decisions

• 5+ years Value Added Reseller

• Authorized Education Partner

Page 5: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Business Objects Overview

• The leading global BI vendor

• 43,000+ customers in 80 countries

• 5,000+ employees

• 3,000+ global partners $0

$100

$200

$300

$400

$500

$600

$700

$800

$900

$1,000

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

A strong history of financial

success

Page 6: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Offering from Oracle JD Edwards World

• Development– Crystal Reports v10 (1 Named License)

– Database Connectivity

• Distribution– Crystal Enterprise v10 (1 Concurrent Access License)

– Live Office

– CR Explorer

Page 7: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Offering from Oracle JD Edwards EnterpriseOne

• Development– Crystal Reports v10 (10 Named License)

– Database Connectivity

• Distribution– Crystal Enterprise v10 (3 Concurrent Access License)

– Live Office

– CR Explorer

– JD Edwards Security Plug-in

Page 8: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

Oracle Offering

Page 9: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Oracle Offering

JD Edwards

CrystalReports

v10

Development

Page 10: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

CrystalReports

v10

Database Connectivity

Development

Oracle Offering

Page 11: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

CrystalReports

v10

Database Connectivity

Development

Distribution

Oracle Offering

Page 12: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

CrystalReports

v10

Database Connectivity

Development

Distribution

Oracle Offering

Page 13: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

CrystalReports

v10

Database Connectivity

Development

Distribution Where do you start?

• Identify which of the 6,000 database tables you need for a report

• Link the database tables together

• Calculate fields on a report i.e. Current Year YTD Actual Amount

• Account Descriptions

•Etc.

Oracle Offering

Page 14: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Why Business Objects?

• Free licenses from Oracle

• Standardize on one reporting tool across all company data sources

• Automated scheduling & emailing

• Non restricted licenses provide full suite of Business Intelligence:– Enterprise Reporting (Crystal Reports)

– Ad-hoc Query & Analysis (Web Intelligence)

– Performance Management

– Enterprise Information Management

Page 15: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards

CrystalReports

v10

Database Connectivity

Development

Distribution Where do you start?

• Identify which of the 6,000 database tables you need for a report

• Link the database tables together

• Calculate fields on a report i.e. Current Year YTD Actual Amount

• Account Descriptions

•Etc.

Upgrade to BO XI R2

Page 16: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

CrystalReports

v10

Database Connectivity

Development

Distribution

Upgrade to BO XI R2

Page 17: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

Development

Distribution

Upgrade to BO XI R2

CrystalReports

XI R2

Business Objects Enterprise

Page 18: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

Development

Distribution

Upgrade to BO XI R2

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

Page 19: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

Development

Distribution

Upgrade to BO XI R2

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

Page 20: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

Upgrade to BO XI R2

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

EnterprisePerformance

Management /Data Visualization

Page 21: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

Upgrade to BO XI R2

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

EnterprisePerformance

Management /Data Visualization

Open Architecture (SDK)

Page 22: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Ingredients For Success

• Software Architecture– Business Objects

• Integration to JD Edwards– Preferred Strategies BI Quick Launch for JDE

– “Metadata” installed in one day…Guaranteed!

• Training– Preferred Strategies Certified Business Objects

– Customized for JD Edwards using the BI Quick Launch for JDE

– Performed on your site using your JD Edwards data

• Consulting– One-on-one with attendees of training

– Custom Report Design

Page 23: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

BO with Preferred Strategies

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

EnterprisePerformance

Management /Data Visualization

Open Architecture (SDK) Preferred Strategies

Bu

siness O

bjects cu

stom

ized fo

r JD E

dw

ards d

ata

Page 24: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

EnterprisePerformance

Management /Data Visualization

Open Architecture (SDK) Preferred Strategies

BO with Preferred Strategies

Bu

siness O

bjects cu

stom

ized fo

r JD E

dw

ards d

ata

Preferred

Strateg

ies BI Q

uick L

aun

ch fo

r JDE

Page 25: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

JD Edwards & Other

Database Connectivity

CrystalReports

XI R2

Business Objects Enterprise

Datamart / Warehouse

DataIntegration

& DataCleansing

AdhocQuery &Analysis

EnterprisePerformance

Management /Data Visualization

Open Architecture (SDK) Preferred Strategies

Train

ing

& K

no

wled

ge T

ransfer: O

n-site u

sing

you

r JDE

data

BO with Preferred Strategies

Bu

siness O

bjects cu

stom

ized fo

r JD E

dw

ards d

ata

Preferred

Strateg

ies BI Q

uick L

aun

ch fo

r JDE

Page 26: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity
Page 27: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

WRIT PortfolioWRIT PortfolioWRIT PortfolioWRIT Portfolio

WRIT owns 88 properties, consisting of 12.6 million net rentable square feet.

The 5 property types are: office, medical office, industrial/flex, retail, and multifamily.

Industrial/Flex,

23

Medical Office, 16

Multifamily, 9

Retail, 14

Office, 26

Page 28: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Our LocationOur LocationOur LocationOur Location

WRIT operates in the vibrant greater Washington, D.C. metro region—the 4th largest metro economy in the United States.

Page 29: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

IT HistoryIT HistoryIT HistoryIT History

HistoryWRIT implemented JD Edwards World A7.3 C11 in

1997

TodayWRIT upgraded to JD Edwards EnterpriseOne 8.11

SP1 in June 2007

Partner applications, include:• iSeries equipment• BlueStack• Business Objects Enterprise XI r2

Page 30: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

World to World to World to World to EnterpriseOneEnterpriseOneEnterpriseOneEnterpriseOne ProjectProjectProjectProject

Began project in November 2006 and went Live in May 2007

Modules include, • accounts payable• accounts receivable• inventory• job cost• purchase order management• general ledger• real estate management• fixed assets

Page 31: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

World ReportsWorld ReportsWorld ReportsWorld Reports

• Over 800 FASTRs

• Over 700 World Writers

• Over 300 Dream Writers

• Crystal Reports

– Letters, Variances, Tenant SOA, Leases

Page 32: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

ERW ChallengesERW ChallengesERW ChallengesERW Challenges

• No Developers on staff

• Development time and cost

• Little evidence of extensive use in the user community

• Cumbersome deployment process

Page 33: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Business ObjectsBusiness ObjectsBusiness ObjectsBusiness Objects

• Used against World prior to migration

• Core competency in Crystal development

• Unrestricted version– Multiple data sources

– ERW is JDE specific

• Widely used in business

• Large number of external resources

Page 34: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Preferred StrategiesPreferred StrategiesPreferred StrategiesPreferred Strategies

• Developed one report to replace over 400 Fastrs

• Using Preferred to move from World to E1

• Cost effective

• Ongoing report development

Page 35: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

ResultsResultsResultsResults• Consolidated management reports into one single

version that can be run multiple ways

• Drill-down functionality added to reports

• Developed reports that we couldn’t get out of the system before

• Publishing reports almost instantaneously for end users

• End user empowerment via Crystal Enterprise

Page 36: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Live Demonstration

• Washington Real Estate Reports

• Additional Business Objects Capabilties

• Dashboards

• Ad-hoc Query and Analysis

Page 37: 27550: Using the Free Crystal Reports with JDE · Offering from Oracle JD Edwards EnterpriseOne • Development – Crystal Reports v10 (10 Named License) – Database Connectivity

Questions

Company: Preferred StrategiesName: Adam CriggerEmail: [email protected]: (888) 232-7337 x401Website: www.PreferredStrategies.com

Company: Washington Real Estate Investment TrustName: Seth TuthillEmail: [email protected]: (301) 255-0830Website: www.WRIT.com