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"JDEtips on Reporting, Query, and Business Intelligence"

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  Smart Field Design - AKA a Business Function on Steroids

By Penny Allen  
Size: 2.17 MB, Version:1.0, Publication Date:10/10/2022
While a Smart Field is in itself a Business Function, when you attach it to a UBE it is the automatic mapping (Named Mapping) of all the parameters in the Data Structure that will make your development life so much easier. Learn all the steps that are required to make this happen and how to tie it all together.  

  Report Writing in E1 - Joining Transactional Detail Tables and Dissimilar Data

By Penny Allen  
Size: 1.83 MB, Version:1, Publication Date:4/1/2021
There is nothing more gratifying than utilizing the Report Design Aid tool to its full capacity. Well, unless you have created a report that you were told could not be done! Cannot get that Business View to produce desirable results when working with transactional detail tables? Check! Cannot create joins between two tables because the data in one table is stored as a math numeric and the data in the other table is stored as a string? Check! Penny demonstrates how to overcome both scenarios and discusses some best practices that you will want to consider as well.  

  Doing More with BIP, Part 2 - Printing, Emailing, and Saving to a Network Drive

By Lisa Tran  
Size: 1.19 MB, Version:1, Publication Date:1/9/2018
Lisa Tran shares with us her company's journey into the land of BI Publisher, having just upgraded to E1 9.2 and experiencing BIP for the first time. You'll find great tips and many examples of advanced features such as printing, data driven printing, printing to label printers, emailing, data driven emailing, creating email templates and saving files to a network drive.  

  Doing More with BIP, Part 1 - Templates, Barcodes, Conditional Formats

By Lisa Tran  
Size: 1.61 MB, Version:1, Publication Date:10/3/2017
Lisa Tran shares with us her company's journey into the land of BI Publisher, having just upgraded to E1 9.2 and experiencing BIP for the first time. You'll find great tips and many examples for using Templates, Barcodes, and Conditional Formatting, including sample XML code.  

  OVR-RDA-BIP: Cracking the Code!

By Penny Allen  
Size: 1.49 MB, Version:1.0, Publication Date:10/3/2016
This article defines and compares these three reporting options- One View Reporting, Report Design Aid, and BI Publisher. It discusses the relative merits for choosing which tool to use in given circumstances.  

  FASTR Tips

By Leanne Landers  
Size: 1.91 MB, Version:1.0, Publication Date:3/6/2014
Whether you are getting ready to build your first FASTR report or already have your sea legs, this assortment of helpful tips can help you ensure report integrity, minimize report maintenance, and reduce runtime. Tips learned over the years from the trenches that can't be found in the manual.  

  One View Reporting

By Brian Gilbert - Consultant  
Size: 26mb, Version:1, Publication Date:9/27/2013
Brian Gilbert presents an Overview of One View Reporting. This 25 minute video teaches the basics of creating and modifying One View Reports. Brian discusses formatting, conditional highlighting, formulas, sub-totaling, running One View reports, and much more.  

   Current Trends in Business Intelligence - PowerPoint Presentation

By Klee Associates, Inc.  
Size: 17.5 MB, Version:1.0, Publication Date:7/12/2011
PowerPoint presentation from the JDEtips Webucation event on May July 12th, 2011. So many metrics, so little time. How do you know which KPIs are the ones to use when designing your BI solution? Dr. Rhoads combines her academic and entrepreneurial experience to deliver solid, research-backed, business advice to guide your BI implementation. Mike Lutito follows with highlights of Microstrategy's BI solution for JD Edwards World and EnterpriseOne. MicroStrategy, a global leader in (BI) technology, provides integrated reporting, analysis, and monitoring software that helps organizations make better business decisions.  

   Current Trends in Business Intelligence - Video Recording

By Klee Associates, Inc.  
Size: 38.2 MB, Version:1.0, Publication Date:7/12/2011
Zip file for the July 12th, 2011 JDEtips BI Webucation event recording. Please note--this is an MP4 file. You may need to update your video player or download Apple's QuickTime video player to view.  

   Can the JD Edwards Reporting Tool Do it All - PowerPoint Presentation

By Klee Associates, Inc.  
Size: 1.2 MB, Version:1.0, Publication Date:5/4/2011
PowerPoint presentation from the JDEtips Webucation event on May 4, 2011. The myths surrounding ERW, the EnterpriseOne report writing tool are dispelled. Hear "the Facts not the Fiction" as you learn how ERW really works.  

   Can the JD Edwards Reporting Tool Do It All - Video Recording

By Klee Associates, Inc.  
Size: 43 MB, Version:1.0, Publication Date:5/4/2011
Zip file for the May 4, 2011 JDEtips ERW Webucation event recording. Please note--this is an MP4 file. You may need to update your video player or download Apple's QuickTime video player to view.  

  Current Trends Around the Use of the JD Edwards Report Writing Tool

By Penny Allen  
Size: 336 Kb, Version:1, Publication Date:2/28/2011
Penny Allen has been in the trenches with ERW as a consultant and as an instructor for many years; during that time, she's observed a great deal about how companies see JDE reporting. As a primer for her Collaborate presentation this April, we asked Penny to share with us what she's been seeing and hearing regarding the way this tool is used, what people tend not to know about it, and how companies could be maximizing their use of ERW to improve their reporting capabilities.  

  Save Time by Using ERW to Report on Work Center Error Messages

By Ricky Cai  
Size: 905 KB, Version:1, Publication Date:12/22/2010
The JDE Employee Work Center offers a great feature that allows users to be notified by email of any error messages generated by batch jobs. The feature becomes not so great when there could be hundreds to thousands of error messages--all requiring drill down to multiple levels to see the root cause of the issue. In this article, Ricky Cai demonstrates how to create a customized report that gets down to the nitty gritty detail that you need, saving you time and effort.  

  How to Graph It in the Web Client

By Ricky Cai  
Size: 433 kb, Version:1, Publication Date:10/28/2010
Here's some good news for all you graph and chart fans out there. As part of Tools Release 8.96, two new features--Text Block and Text Block Control--allow you to use Form Design Aid to create all the bar graphs, line graphs, and pie charts you and your end users want. Ricky Cai walks us through a demonstration of these powerful tools and how to create dashboard-like presentations with critical business data in a much more meaningful, easier to interpret format.  

  Enhanced Bursting and Delivery with Embedded BI Publisher

By David Taverner  
Size: 568 KB, Version:1, Publication Date:4/30/2010
In JDE Land, there is quite a bit of excitement about the BI Publisher, which gives us the ability to create nicely-formatted reports and documents in XML format. But there is also some disappointment regarding the email report distribution functionality. While Oracle is planning enhancements around this, David Taverner has devised an interim solution, using some tools provided by Oracle and some custom coding. You'll have to roll up your sleeves, but it can be done – and David already did the thinking. If you want a good solid overview of BI Publisher, please download JDEtips article, "Integrated BI Publisher for EnterpriseOne" from the JDEtips Document Library by Scott Beebe.  

  Integrated BI Publisher for EnterpriseOne

By Scott Beebe  
Size: 2.76 KB, Version:1, Publication Date:11/19/2009
At JDEtips, we've been receiving a lot of requests for a good article on BI Publisher--and we're thrilled to be able to deliver it to you courtesy of Scott Beebe. Scott presents a comprehensive overview of this report formatting solution. Included in this article are the steps to creating templates and report definitions, getting data, and submitting reports. Scott wraps it up with report distribution tips, and, as always, the "gotchas" you won’t find in the book.  

  Enterprise Report Writing - Subtotaling with the Tabular Section

By Penny Allen  
Size: 777 KB, Version:1, Publication Date:9/22/2009
So, you're using Enterprise Report Writer, and you want to subtotal in a tabular section. Seems simple enough, but is it really? As Penny Allen notes, "ease" in JDE report writing only happens once you fully understand the dynamics involved. And with tabular sections, there's more than meets the eye. Penny demonstrates how tabular sections interact within the report and the best practices you'll want to follow in order to achieve the correct report output.  

  Financial Report Writing - The Limitations, Gotchas, and Workarounds!

By Penny Allen  
Size: 921 KB, Version:1, Publication Date:5/10/2009
In the January 2009 issue of JDEtips, our ERW guru Penny Allen presented a very detailed overview of Financial Report Writing in EnterpriseOne. Now, read as Penny shares the workarounds she discovered the hard way, including row specs definitions with level break objects, changes to a report template that don't "push down", zero row suppression, and Drill Down setups.  

  WorldWriter Report Searches using SQL

By Rick Snell  
Size: 478 KB, Version:1, Publication Date:5/10/2009
Somewhere, in your vast archives of WorldWriter reports, is the report for which you've been searching. Maybe it's something you created a long time ago and want to resurrect for a current project. Or maybe it's a calculation that needs to be fixed on multiple reports. Or perhaps you just want to see which reports look at what files. In this article, Rick demonstrates how to quickly pull up reports for which you might otherwise spend hours digging around.  

  Financial Report Writing with EnterpriseOne

By Penny Allen  
Size: 372 KB, Version:1, Publication Date:1/5/2009
How are financial reports in JD Edwards different from other reports? This is one of the many questions that JDEtips University's ERW instructor Penny Allen comes across during her classes. Fact is, the details of Financial Report creation elude many JDE users, which inspired Penny to take us step by step through the process. In this article, Penny addresses key topics such as properties of the tabular section, smart fields, using the Financial Application Wizard, and much more. So, if financial reports in EnterpriseOne have been a mystery to you--read this article and consider this case "solved"!  

  WorldWriter Sets and Eliminating the Redundant

By Rick Snell  
Size: 586 KB, Version:1, Publication Date:1/5/2009
It's always a shame to see robust functionality left ignored because people find it intimidating. That's often the case with World Writer, according to Rick Snell. It's big and it's not well understood. Rick hopes to help diminish some of that trepidation by explaining how World Writer looks at data by using the mathematical concept of sets and subsets - including an in depth look at Summary Functions. Then he'll demonstrate how you can create a cleaner report by using headers and footers to remove "clutter" so that you can add more vital information onto one report.  

  World Menu System - Hidden Tips

By Rick Snell  
Size: 643 KB, Version:1, Publication Date:11/11/2008
There's gold hidden within your JD Edwards World menu system. OK--maybe not the rare metal variety, but there is a wealth of information in there, just waiting for you to tap in and discover. Rick Snell demonstrates how to use three key files--F0082 (Menu Master), F00821 (Menu Selections), and F0082H (Menu Selection History)--to do such tasks as determine sources of Address Book revisions, find security holes in menu masks, set security criteria for DreamWriter users, develop test scripts, and much more.  

  Integrating Crystal Reports with EnterpriseOne: Turn the Sky Crystal Clear

By Andy Vanspranghe  
Size: 611 KB, Version:1, Publication Date:9/17/2008
Somethings aren't quite as easy as they would appear they should be; integrating Business Objects' Crystal Reports with JD Edwards EnterpriseOne is a perfect example. Sure, there are guidelines and manuals that provide "setup instructions". But, as Andy Vanspranghe discovered, those manuals leave out a few key details that can mean the difference between a smooth installation and hair-pulling frustration. Andy is more than happy to share with you the little "gotchas" he learned, the hard way of course, in hopes that your experiences with Crystal Reports will be much clearer.  

  Beating the Business Function Blues

By Penny Allen  
Size: 717 KB, Version:1, Publication Date:6/2/2008
It's no surprise that with over 10,000 business functions in EnterpriseOne and only a handful even documented, working with business functions can bewilder even seasoned developers. Penny Allen, our ERW guru, has encountered this issue numerous times and has helped clients find their way around business functions (BSFNs). Based on her Collaborate presentation, Penny has assembled this handy tutorial for us, complete with a behind-the-scenes look at BSFNs to help demystify the process. Use this the next time you encounter a BSFN of the undocumented variety, and you just may be able to figure out that elusive mapping.  

  DIY Forms Kick It Up a Notch

By Steve Kriegel  
Size: 421 KB, Version:1, Publication Date:6/2/2008
Don't you love when someone says "free" and it really is FREE?Steve Kriegel demonstrates the ten easy steps to create form overlays, a simple way to insert company logos and other graphics onto an AS/400 spool file that can be tied into JD Edwards - without purchasing expensive software! This technique will provide your reports and forms with a customized, professional look! Read this article, based on Steve's Collaborate 08 presentation, and let your creative side be free!  

  ERW II - More Report Writing Tips

By Penny Allen with Barb Osbourne  
Size: 1.72 KB, Version:1, Publication Date:6/2/2008
Session 35790 from Collaborate 08. See also Penny's article, "Beating the Business Function Blues" in the Reporting, Query, and Business Intelligence.  

  ERW Tips

By Peter Rondinone with Tracie McGill  
Size: 638 KB, Version:1, Publication Date:6/2/2008
Session #35880 from Collaborate 08.  

  Automated Distribution UBE for Reports

By Mary Woltman  
Size: 724 KB, Version:1, Publication Date:4/4/2008
So, you've got lots of reports to run, and everyone only wants to see what they need to see--not a bit more. Does this mean you have to spend the entire day recreating the report for each individual, then embark on the tedious task of emailing each one individually? Mary Woltman feels your pain--she dealt with a similar situation and found a UBE solution that addresses this need, to run specific reports for specific individuals automatically, without having someone stand guard. We're sure you'll appreciate the flexibility of this solution, too!  

  Creating a Separate PDF for Every Invoice Using RDA

By Cezary Dadura  
Size: 509 KB, Version:1, Publication Date:10/16/2007
So, you've got a bunch of sales order that you need to invoice. You go ahead and run invoice print. But, what do you get? One big PDF file with all of the invoices. Not exactly practical since you'll probably need to send individual PDFs to various customers via email or fax. You really need a separate PDF for each invoice. Does this mean you'll have to run a separate report for each one? Not necessary, says JDEtips newcomer Cezary Dadura. Cezary shows us how to use Report Design Aid and a custom process to get the results we want from JD Edwards.  

  WorldWriter Tips

By Jeff Babcock  
Size: 402 KB, Version:1, Publication Date:10/16/2007
Looking for some tricks that are really treats this Halloween? JDEtips newcomer Jeff Babcock has reached into his World Writer goody-bag and scared up some great tips to make your reporting experiences less spooky. Whether you're afraid of the dreaded "divide by zero", always jump when you have to calculate days between dates, or totally frightened by using non-JDE reports in World Writer--Jeff takes the fear and frustration out of these and other common reporting problems (so you'll be less likely to want to TP someone's house the next time you get handed a last minute report request!)  

  Using Microsoft Excel, Pivot Tables, and Microsoft Query for Reporting

By Brian Gilbert  
Size: 3MB, Version:1.0, Publication Date:3/22/2007
Reports Presto? Yes, you can, says new contributor Brian Gilbert. By combining Microsoft Excel's pivot tables along with Microsoft Query, you, too, can simply and quickly generate reports at the drop of a hat (or last minute request from a top exec!) Better than step by step, Brian takes you screen by screen through the setup for this powerful combo.  

  SQL Report Services with EnterpriseOne

By Marty Resnick, Norman's Nursery  
Size: 268KB, Version:1.0, Publication Date:1/19/2006
Not ready to spend loads of time and money on a reporting tool? Take a look at Microsoft's SQL Server Reporting Services product. Won't cost you extra if you are using SQL Server anyway, and it's a very straightforward reporting tool. You will of course need some knowledge of your JDE data structures, but if you know how to create a report in Access, you will find this quite similar. If you've never looked into this tool, take a few moments for this quick tour.  

  Easy CSV Output for JDE EnterpriseOne Reports

By Paul Hanson  
Size: 991KB, Version:1.0, Publication Date:7/21/2005
No ERP system, including our dearly beloved JDE, has all the reports in exactly the format we like. That's why so many of us turn to spreadsheet programs such as Microsoft Excel to take standard report data and further slice it and dice it to our liking. No, this article isn't about creating Excel Pivot Tables! It's about how you can get cleaner Comma Separated Variable data out of your JDE reports. Seems there is a bit of a problem with report headers being treated like data, and this tip shows you how to clean that up automatically, before you import into the spreadsheet.  

   G/L Subledger Seeking Work Order Master: Soft Joins in World and EnterpriseOne

By Susan Stooksberry  
Size: 782KB, Version:1.0, Publication Date:5/6/2005
Many of our best JDE tips are the result of recently-experienced (or long-remembered) "opportunities" encountered by consultants at a client site. This one is no exception! If you have never met WorldWriter and desire an introduction, see Marty Burns' article "WorldWriter Basics". If you are a developer seeking a sophisticated treatise on file unions and joins, see David Johnson's article "Joining on a Union - An Incredible Development Tool for Sales Reporting". But if you are in between - you already know the basics of JDE report writers and are a super user or functional consultant - you may want to circle this article.  

  Handling Julian Dates and Numbers in Crystal Reports

By Marty Resnick, Norman's Nursery  
Size: 270KB, Version:1.0, Publication Date:1/11/2005
What if you asked what day it was, and someone told you it was 105003. Huh? Well, technically, that's correct, but it isn't very user-friendly at first glance, is it? That's the Julian date for January 3, 2005, and that's the way EnterpriseOne stores dates. Within the EnterpriseOne applications, the dates are twisted around and presented to us in our usual format, but when you want to use a good third-party reporting too--Crystal Reports in this case--you have to teach that tool how to make the translation. Marty Resnick shares with us how to make that happen.  
Data Warehousing and Business Intelligence are hot buzzwords these days. Instead of buying a packaged solution, Dealer Tire took a different path -- using technologies that were already in place, they came up with an economic solution with high ROI. Learn how this client implemented a new secured, self-service information repository on time and under budget.  

  Using ODA Link for Data Validation

By Brian Freund, Freund Consulting  
Size: 1.7 MB, Version:1.0, Publication Date:1/1/2004
Brian Freund shows us a spectacular method of saving time for your IT group, while placing power in the hands of those in your user community who have the desire and skills to use tools such as Microsoft Query or Microsoft Access to develop their own queries against their JD Edwards database. Brian gives us some excellent examples of how to use these tools to develop data integrity queries in the manufacturing arena.  

  Segregating DREAMWriters

By Bob Bloomquist, Kokosing Construction  
Size: 380 KB, Version:1.0, Publication Date:5/1/2003
Have you ever looked at a list of DREAMWriter Versions and wondered, "How do they keep all these versions straight? How do they know which ones to run, and when?" Bob Bloomquist, a WorldSoftware client, has an excellent technique that cuts down on the confusion. This technique also resolves issues about who is allowed to change and execute which versions of a DREAMWriter.  

   Inserting a Chart into a Crystal Report

By Adam Crigger, Preferred Strategies  
Size: 390 KB, Version:1.0, Publication Date:1/1/2003
For the hundreds of JDE clients who use Crystal Reports, another good tip from our Crystal partner. In just five simple steps you can enhance your reports with charts.  

   Linking Tables with Crystal Reports

By Adam Crigger, Preferred Strategies  
Size: 680 KB, Version:1.0, Publication Date:12/16/2002
Learn the basics of different types of joins when linking files with Crystal Reports. This is a sample chapter from Adam's JDE/Crystal Reports Workshop Manual. Adam has 4 years experience helping JDE clients use Crystal Reports.  

   Crystal Reports - Group on One Field but Report on Another

By Adam Crigger, Preferred Strategies  
Size: 255 KB, Version:1.0, Publication Date:7/1/2002
For those of you who have decided to use Crystal Reports as your end-user reporting tool, Adam has another excellent tip. Here, he explains how to group on one field, but display the value of another field. For example, group on Business Unit, but print the description on the report.  

   Business Intelligence Issue of JDEtips

By Klee Associates  
Size: 629 KB, Version:1.0, Publication Date:1/1/2002
A great introduction to this topic. The BI overview article presents a vendor-independent view of how BI can help an organization achieve its goals. Several useful checklists for Vendor Selection and Project Management are also included.  

  WorldWriter Basics

By Marty Burns, CD Group  
Size: 110 KB, Version:1.0, Publication Date:1/1/2001
For WorldSoftware clients only. If you are new to WorldWriter, this White Paper will get you going in the right direction--you'll quickly be able to create your own reports.  

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