say it ain’t so oracle cloud reporting options for jde?

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Jeff Silverman, Analytics - Business Applications

Seth Chaikin, JDE - Business Applications

Say it ain’t so…Oracle Cloud Reporting Options for JDE?

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Speakers

Seth is Managing Director with Grant Thornton in the Business Applications practice in the JD Edwards solution line. He has over

20 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management

Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation

projects, hands on management and implementation of ERP software packages, business process reengineering and system

architecture design.

Jeff Silverman is Senior Manager with Grant Thornton, LLP as an integral part of the National Business Analytics practice. He is

certified in in over 20 different technologies and specializes in assessment and planning of analytic solutions. He has demonstrated

astute analytical ability throughout his professional career and understands end-user analytical needs from technology. He has

strong leadership and program management skills fostered during his time as a Lieutenant Colonel in the US military. Jeff is also a

military reservist and leads US Strategic Command's Big Data Initiative.

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Topics

Discussion of JDE Reporting Capabilities

Historic JDE Reporting Extensions

Platform Modernization within ERPs

Oracle Reporting Extensions thru Analytics Cloud

JDE Accelerators for Reporting Integration

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Grant Thornton overview

© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

Our Oracle Practice

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Creating business harmony in the Cloud

Find your silver lining

gt.com/silverlining


Excellence in partnership

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Recognized. Specialized. Differentiated.

EPM Excellence AwardRecognized for providing EPM

customer solutions and services

that drive real business value

and results

Big Data and Business

Analytics Excellence AwardRecognized for Fusion Middleware

Innovation in client services providing

unique solutions

ERP Excellence Award Recognized Grant Thornton with

its JD Edwards Partner Excellence

Award for Outstanding Upgrades

ERP Excellence Award Recognized Grant Thornton with

its Position and Extend JD

Edwards for Vertical Industries

Award

ERP Excellence Award Recognized Grant Thornton with its

2017 Citizen Development Award

for Customer Adoption of JD

Edwards

Standard JDE Reporting Capabilities


JDE reporting challenges

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What we are hearing

"..visualizations cannot exist within our general reporting without 3rd

party additions and even then, its clunky to add them to our reports."

"There is an inability to combine disparate data sources with JDE data.

I cannot report data from these siloes against our ERP."

"Custom development directly in JDE is costly and laborious."

"Out of the box reporting is limited for JDE Financial Statements"

“JDE lacks a true slice and dice capability to contrast segments versus

scenarios"


JDE reporting challenges

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Barriers to entry on traditional "BI"

• Cost of licensing

• Cost and maintenance of infrastructure

• Time and expense of building custom

solutions

• Maintaining existing solutions

• Internal skills

• Industry preferences

Not now because…


JDE “Out of the Box” Reporting

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• Standard, pre-built reports• Several hundred standard reports provided, across all modules of the system

• Limited ability to control output based on processing options and data selection

• Typically satisfy common reporting needs (ex. Stock Status, Income Statement, Balance Sheet, AR Aging), but are very limited in flexibility

• OneView reports• Require a separate license

• Provide a wide range of inquiry capabilities

• Report creation is fairly technical and limited in ability to summarize, sort, slice and dice data

• Custom developed reports• Can be created using the JDE development toolset

• Provide a lot of flexibility to create reports as needed, but development time can be length

• Changes require re-development and full dev life cycle


JDE “Out of the Box” Reporting

• Weaknesses

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Reporting Method Strengths Weaknesses

Standard Reports

• No cost – provided with module

licensing

• Handle many basic reporting

needs

• Very limited flexibility

• Any changes require custom

development

• Developed for a broad need –

not industry specific

OneView Reporting

• Provide more flexibility to create

reports off of data in OneView

applications

• Provide dashboard look and

feel, with drill through capability

• Requires additional licensing

• Requires technical skills to

leverage BI Publisher to create

reports

• Reporting summarization, sorting,

calculations are limited

Custom Developed

Reports

• Can be developed to meet

specific needs

• Can leverage existing reports as

a starting point

• Custom development life cycle

is timely and costly

• All changes require a full dev life

cycle


JDE Reporting Spectrum

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Historic JDE Reporting Extensions


JDE Reporting Extensions

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• Overlay reporting tools are available• Insight / Hubble

• ReportsNow

• Spreadsheet Server (now part of Insight)

• These report directly off of the transactional tables in JDE – no data warehouse or datamart

• Potential to impact performance of the core system

• Leverage existing JDE business views, indexes, etc…, so often require development of new business views

• Faster development life cycle for new reports using these tools, but still require technical expertise

• End users can create simple reports, but most require technical team input to ensure they are efficient and return correct data

Reporting Extensions for JDE withinAnalytics Cloud


Descriptive(What happened)

Diagnostic(Why did it happen)

Predictive(What will happen)

Prescriptive(What should

we do about it)

JDE + OAC Extending Capabilities

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Reporting and analytics spectrum

Operational Users

Customized extensions• Mobility

• Transactional table view

JDE status quo• Canned reports

• Limited segment

dashboards

OAC-reporting • Unified reporting

• Advanced

visuals

• Drill to detail

• Alerts/notification

OAC-modeling

• Cube slice/dice

• Scenario modeling

• What-if analysis

• Metrics modeling

• Profitability

analysis


Advantages of Analytics Cloud

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OAC targeted solutions: top 5

• Unified cloud reporting

• Flexible reporting

• Data visualization and mobility

• Ability to model your data

• What-if scenariosOAC's Excel Add-in: Smartview


• Out of box financial statements do not meet

needs of most clients. Analysis is limited

• Does not have a broad selection of visualization

• Limited access to mobile platforms

• Custom report development is time consuming

and costly

JD Edwards Challenges:

• BI Cloud or Essbase Cloud provide reporting and

the data insight needed

• Data Visualizer, BI Cloud, Analytics Cloud,

Dashboards provide many methods to analyze

data beyond tabular reports

• Mobile reporting application, Day by Day,

includes powerful search and visualizations

• Grant Thornton's toolkit offers a blueprint that

maps tables of the ERP system to subject areas

Oracle Analytics Cloud Solutions:

Comparison of Capabilities

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JD Edwards (JDE) is the staple enterprise resource planning tool of many industries. However,

while it is great at data capture, there are limitations in the canned reporting options available,

as well as difficulty in retrieving and synthesizing data across multiple tables or modules.Oracle

Analytics Cloud (OAC), is the tool to overcome reporting challenges of JDE and round out

capabilities necessary in modern-day business.


Unified cloud reporting

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Multiple options for data loads

• Uploaded flat files

• Database as a service

• NetSuite sources

Multiple enterprise reporting options

• Smart View (access via Excel) to

consolidate cubes

• OBI integration with Essbase or

Database

• Data Visualizer integration of

combined sources

Impacts

• Scalable enterprise-wide platform

• Automated and scheduled reporting

• Timely ad-hoc reporting

• Rich visualizations and dashboards

• Decreased efforts gathering data leads to increased

efforts analyzing data and discovering trends

Connecting disparate data sources to JDE


Flexible reporting

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Self service options for reporting

• Slice and dice dimensions (pivot table)

• Next generation excel integration includes cube design, dimension modeling and KPI’s

• Wide-range of business modeling and management reporting applications

• Integration with BI and data visualization cloud service

Iterative scenario analysis


Visualization opportunities

Multiple reporting options

• Prescriptive dashboards for consumers

• Self-service analysis for LOB users

• Explore, visualize, share insights

• Native integration with Essbase Cloud

• Connect to EPM cloud

• Relational sources

• Cloud and on-premise connectivity

• Day-by-day customizable mobile app

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Customizable dashboards


Cloud data modeler

Ability to model your data

Advanced modeling tool

• Power-user develop models

• DBaaS sources

• Advanced model development

• On-line access support

Metrics that matter

• Devise and model key metrics and apply to your data

• Track benchmarks and performance

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Data modelling options


Create

What-if

Submit

Approve

Apply

Reje

ct

Scenario management

Sandboxing and scenario management

• Create private copy data for what-if and sensitivity analysis

• Refresh from the base data or merge the Sandbox into it

• Apply lightweight workflow to scenarios and submit approvals

• Assign approver and viewer type roles

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What-if and workflows


Comparison of capabilities

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Core competencies

Capability JDE OAC

Unified ReportingLimited to transactions entered into JDE

database

Enterprise view that combines Source System

and disparate data sources

Flexibility of ReportsStatic Reports Saved Searches and limited

ability to adjust canned reports

Pivot table options to navigate multi-

dimensionally in Excel, in robust dashboard, or

self-serve visualizer

VisualizationsStandard reporting and graphs with some add-

in mobility optionsAdvanced visualizations, custom mobility options

Ability to Model Data

Data modelling must be conducted in the core

system – no modelling layer. Custom

segments available but limited on some

reports like budget comparisons.

Built in modelling layer allows for custom

modelling and metric calculation.

What-If (Prescriptive)

ScenariosUnable to perform predictive analytics;

Inflexible to adjust What-Ifs when posted

Augment existing data with various scenarios to

evaluate future measures/opportunities

JDE Accelerators for Reporting Integration


Accelerate your Analytics Connection

Grant Thornton’s Accelerator Scripts allows initial connection to critical JDE Financials tables including:

• F0911- GL Detail

• F0902- GL Balances

• F0901- Chart of Accounts

• F0411- AP Invoices

• F0413- AP Payments

• F0414- AP Payment Details

• F03B11- AR

F03B13- AR Payments

F4301- Purchase Order Header

F4311- Purchase Order line item details

F43199- PO History

F4201- Sales Order Header

F4211- Sales Order Detail

F42199- Sales Order History

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How to get started

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How we engage

Analytics assessment• Determine

Gaps/solutions

• Rapid prototype

Unified reporting

engagement• Scale reporting to enterprise

• Merge disparate data sources

• Create enterprise view

Reporting overhaul• Confirm gaps/solutions

• Re-design reporting strategy

• Deploy full suite of reporting

Grow

Our approach can begin anywhere on the "readiness" spectrum,

determining/ confirming reporting needs and solving via the

comprehensive tools within the Oracle Analytics Cloud.

TransformDiscover

Please complete a session evaluation

Session ID: 2019JDE-101500

Contact Info:

[email protected]

[email protected]

Tel: 760.267.8166

mailto:[email protected]

mailto:[email protected]

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say it ain’t so oracle cloud reporting options for jde?

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