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Set Up a Successful Reporting Solution with Oracle Discoverer & Other Tools
Presented by: Rob Griebel
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
A Day in the Life of a Report Developer
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Your customer/end-user
Say…Did ya happen to get that Report Req form I filled out?
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Typical Report Developer
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Oracle’s TRM
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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
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Base Tables
• Budget vs. Actual Report
– GL_Balances
– GL_Budgets
– GL_Budget_Versions
– GL_Code_Combinations
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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,…FROMGL.GL_BALANCES ACTBL, GL.GL_BUDGETS BUDGT, GL.GL_BUDGET_VERSIONS BUDVR, GL.GL_BALANCES BUDBL, GL.GL_CODE_COMBINATIONS ACCT
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Your customer calls you…
Is my report done yet?It’s been a week and I needthat report for tomorrow’s
meeting!!
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
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
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
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 CrystalHow do I access the Apps Security packages?
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
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?
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
At this point
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
TheGREATEST BARRIER
to achieving reporting goals
easilyis the
Complex Structure of
the Database Tables!
Copyright © May 2004 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
• Tune for Performance– Views tuned for performance– Index columns identified– Filters & Parameters– Training
• Document in Business Terminology
• Organize Information by Functional Area
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Example:Purchase Order tables in the database
PO_Lines
BuyerCurrency
ItemDescriptionList PriceOpen FlagLine No.PO No.QuantityTerms
Unit PriceVendor
Simplified Noetix “View”
PO_HEADERSC PO_LINE_TYPES
PO_LINES
MTL_ITEM_CATEGORIES
MTL_ITEMS
AP_TERMS PO_UN_NUMBERS
Open POs
PO No.Item
DescriptionList PriceQuantity
Unit PriceVendor
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…
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Key Flexfields as Configured
Key FlexfieldBase Table Column Names
SEGMENT12
SEGMENT6
SEGMENT3
Account$Company
Account$Division
Account$Cost_Center
Key FlexfieldView Column Names
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Users can use any tool!!
• Discoverer
• Oracle Reports
• Crystal
• Noetix Web Query
• Business Objects
• Brio
• Cognos
• Excel
Copyright © May 2004 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
Copyright © May 2004 by Noetix Corporation – All Rights ReservedCopyright © May 2004 by Noetix Corporation – All Rights Reserved
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Click on a link to see the Views for that Module
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Click on a link to see a description of that View
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
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Copyright © May 2004 by Noetix Corporation – All Rights Reserved
Noetix solutions for Oracle Discoverer and other
reporting tools
Login using your Apps username, password & responsibility
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View for Budget to Actuals in the GL area
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Double click the AnswerPoint report to run it
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Click on a column header to resort
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Drag column header to grey bar
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Click “CUSTOMIZE” to modify the report
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Let’s add the “Account” 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
Create an Excel spreadsheet from this report
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Click “Refresh 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 youbuilt this report for me!!
Thanks!!! I love the ability to change things myself without knowing any programming
stuff!!!
Copyright © May 2004 by Noetix Corporation – All Rights Reserved
How you are seen at your company…
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Now you have more time for…