implementation of oracle bi applications for jd edwards · obia for jde oracle bi apps 7.9.6.4...

© Copyright 2013. Apps Associates LLC. 1

Implementation of Oracle BI Applications for JD Edwards


Confidentiality Statement

The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.


Agenda

• OBIA/JDE Overview

• OBI for CAR-FRESHNER Corporation (CFC)

• CFC Reporting Requirements

• The CFC Implementation

• Apps Associates Company Profile


OBIA/JDE Overview


OBIA for JDE

Oracle BI Apps 7.9.6.4 provides ETL mappings for:

— JDE EnterpriseOne 8.1.1 SP1

o Financials

— JD Edwards World A9.2

o Financials

— JDE EnterpriseOne 8.1.2 and 9.0

o Financials

o Supply Chain/Order Management


How to Customize OBIA

Source Specific

JDE

EBS

Universal Staging

Warehouse Tables AS400 Excel

FIN and SCOM

PO

Most Modules

OBIA E, T, L Custom Extract (E)

Universal Adaptors Predefined File Format

Custom: Extract Transformation Load

© Copyright 2013. Apps Associates LLC. 7 7

Out of the Box Format Customized Format

‘Business Useful’ Balance Sheet


Time Product

Product Cat Customers

Organization Plant

Warehouse

Trans type Status

Sales Dim

Sales Fact

EBS

JDE

Sales QTY = Booked - Cancelled

Custom Logic Sales QTY = Booked-Cancelled-Return-Manual Credits

Sources

Customization : Metric Definition


Time Product

Product Cat Customers

Organization Plant

Warehouse

Trans type Status

Sales Fact

Salesrep

JDE

Category Codes Region Product Line

Cat Codes

Custom Logic

Customization : Category Codes


• Users busy with routine work and no bandwidth for OBI

• OBI given very low priority

• High data volume

• Users with limited/little exposure to warehousing

• IT team with limited exposure to BI

• No existing reports to validate BI against

• No enterprise reporting standard

• Decision makers not involved with the BI Projects

Challenges with OBI Implementation


• Steering committee

• User schedules

— Extra help for project team members

• Production downtime for cutoff

• Business process changes

— Period closing

• New functionalities

— Hierarchies

• Standardizing enterprise reporting

OBI Implementation Planning


• AWS or other hosting services

• Security

• What should be delivered

• Project Approach

OBI Implementation Planning


OBI for CFC


Company Profile

• Manufacturer of air freshener products

• ERP on JD Edwards/DB2

• Pre-BI reporting

– Excel

o FIN

o PO

o WIP

– Cognos

o SCOM

FIN SCOM

PO WIP

JDE

SCOM

Cognos

FIN WIP PO

Excel

ERP System

Reporting

Company Profile


Business Drivers for OBI

• Cognos in use for more over 10 years

• More and more functions added to Cognos over the years without a systematic design

• BI solution needed for other ERP modules but Cognos design not scalable

• Cognos performance issues

• Cost associated with upgrading Cognos

• Decision points, hosted or in house

Business Drivers for OBI


CFC Reporting Requirements


Supply Chain/Order Management

• Sales reporting

‒ At BOM assembly and component levels

‒ By current sales group

‒ By inventory item categories

• Margin calculation with commission cost

• Period rolling reporting

‒ 365 days

‒ 26 weeks

‒ 13 weeks

Financials

• Aging

‒ AP: 5

‒ AR: 6

• Custom group accounts definitions

‒ PnL accounts

‒ Balance sheet accounts

Reporting Requirements/Customization


Item X, QTY 10 Item Y, QTY 4

Item X, QTY 10 Item Y, QTY 40

Item L, QTY 100 Item M, QTY 200 Item Y, QTY 40

Item A, QTY 1000 Item B, QTY 2000 Item M, QTY 200 Item Y, QTY 40

Ordered Item

Component Level 1

Component Level 2

• Item L QTY 10 ‒ Item A QTY 10 ‒ Item B QTY 20

• Item M QTY 20

BOM for Item X

Reporting Requirements/Customization


The Implementation


• ETL performance

– 335 million GL balance records

– First 2 ETL runs took 2 weeks each

• Complexity of customizations

• JD Edwards unique table structures

– All periods in a year stored in same row in GL balances

– Sales orders and invoices stored in same table/row

– Current sales and history in separate tables

– Encrypted table and column names

• User Availability

– Routine work

– Other projects

– Multiple roles

• Testing

• User Training

Challenges with the CFC Implementation


Apps Associates Profile


• Global provider of business & technology consulting services

• Founded in 2002 – Consistent Growth

– 600 employees

– US, Europe, India, Oman

– 75 resources dedicated to BI

• Recognized as one of the fastest growing private US companies by Inc 500/5000 (four consecutive years)

Performance. Growth. Excellence.


• Strategic Partnerships & Certifications

– Oracle Platinum Partner & BI Pillar Partner

– Oracle Specializations (BI, BI Foundation, EBS, SOA & Database)

– Amazon Web Services Advanced Consulting Certified

– CMMI Level 3 Certification (March, 2013)

• Flexible & Cost Effective Global Delivery Model

Performance. Growth. Excellence.


• 7+ Years Oracle BI Experience • Oracle BI Pillar Partner

• Member Oracle BI Leadership Board • Selected for Oracle BI Product Development Program

Key BI Customers


Connect with Us

Web: www.appsassociates.com

Email: [email protected] [email protected]

[email protected]

YouTube: www.youtube.com/user/AppsAssociates

LinkedIn: www.us.linkedin.com/company/apps-associates

Twitter: @AppsAssociates

Facebook: www.facebook.com/AppsAssociatesGlobal

http://www.appsassociates.com/

mailto:[email protected]

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Thank You!

implementation of oracle bi applications for jd edwards · obia for jde oracle bi apps 7.9.6.4...

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