Modern JD Edwards BIMicrosoft Power BI & Excel with BI QuickLaunch

Presented by

Adam CriggerFounder

Agenda

▪ Preferred Strategies Overview

▪ Business Intelligence Overview

▪ BI QuickLaunch Overview (Microsoft)

▪ Live Demonstration

▪ Session Recap

▪ Scavenger hunt

▪ Questions

Preferred Strategies Overview

STRATEGY

PRODUCTS

SERVICESSTRATEGY

▪ Founded in 2002

▪ Focus on market leading

Reporting and BI software

▪ JD Edwards Reporting/BI

Accelerators

▪ Partnership

Key Findings from the 2017 BI and Analytics MQMagic Quadrant (Business Intelligence and Analytics Platforms)

“The BI and analytics

platform market's multiyear

shift from IT-led enterprise

reporting to business-led

self-service analytics has

passed the tipping point.”

Modern BI Platform Definition

“A modern BI platform supports IT-enabled analytic content development.

It is defined by a self-contained architecture that enables nontechnical users to

autonomously execute full-spectrum analytic workflows from data access, ingestion

and preparation to interactive analysis, and the collaborative sharing of insights.

By contrast, traditional BI platforms are designed to support modular development of

IT-produced analytic content, specialized tools and skills, and significant upfront data

modeling, coupled with a predefined metadata layer, is required to access their

analytic capabilities.”

Cost

Microsoft Power BI Strengths

Ease of use plus complex analysis

Vision

Active Community

Ease of Use & Visual Appeal

In-memory engine with data preparation

Data Sources and Pre-built Apps

Magic Quadrant

Magic Quadrant

Magic Quadrant

Magic Quadrant

Critical Capabilities Guide

Critical Capabilities Guide

Critical Capabilities Guide

QuickLaunch BI Architecture (Microsoft)

Data Gateway

Data

JD Edwards

ODS

Share

Centralized

Decentralized

Model Report

On-Premise

Cloud

On-Premise

Cloud

EDW

Data QuickLaunch for JD Edwards

JD Edwards

Dates

Decimals

Intuitive Names

Category Codes

Subledgers

Fiscal Calendars

Relationship Keys

GL Balances + Detail

Sales Detail + History

Direct Connect(DC)

Leanest

Transform JDE Data

Least Impactful

Most Robust

Data QuickViews

SQL Server SSIS ETL + Data QuickViewsOperational Data Store

(ODS)

Star-schema design with SQL Server SSIS ETLEnterprise Data Warehouse

(EDW)

Note: For JDE Customers on Oracle or DB2, we use 3rd party data replication software to achieve a near real-time ODS

Business-Friendly Format

Live Demonstration

Power BI

• KPI’s / Dashboards

• Reports

• Datasets

Excel

• Ad hoc Analysis

Power BI Supported Data Sources

Power BI Custom Visuals

Modern BI Terms and Decisions

▪ Modern BI vs. Traditional BI

▪ Centralized vs. Decentralized

▪ Cloud vs. On-Premise

▪ In-memory vs. Disk

▪ Direct Connect vs. ODS vs. Data Warehouse

BI QuickLaunch for JD Edwards (Tabular Model)

General Ledger

Sales

Manufacturing

Enterprise Asset Management

Accounts Payable Accounts Receivable

Inventory

Job Cost

Human Resources / Payroll

Purchasing

Contract Billing

Transportation

Property Management• 23 JDE Perspectives• 30 JDE Power BI Reports

BI QuickLaunch KPI Ratios

Liquidity

• Current Ratio

• Quick Ratio

• Accounts Receivable

Turnover

• Days’ Receivables

• Inventory Turnover

• Days’ Inventory

• Cost of Sales / Payables

• Days’ Payables

• Sales / Working Capital

Coverage LeverageOperating

• EBIT / Interest

• Net Profit + Depr & Amort

/ Current Maturities LTD

• Fixed / Worth

• Debt / Worth

• % Profit Before Taxes /

Tangible Net Worth

• % Profits Before Taxes /

Total Assets

• Sales / Net Fixed Assets

• Sales / Total Assets

Founded in 1992, as a family and employee owned company, Clif Bar & Company is the leading brand in all-natural and organic energy and nutrition foods and drinks. Now a global organization, the company focuses on the following five aspirations sustaining our Planet, Community, People, Business, and Brands.

Project Objective:• Transition from JD Edwards reporting tool (Corporate Radar) to Microsoft data warehousing Reporting & BI

technologies

Solution:• JD Edwards Modules on SQL (GL, AP, AR, SLS, INV, PO, MFG)• BI QuickLaunch Data Warehouse• BI QuickLaunch PowerPivot Models• BI QuickLaunch Tabular Models

Benefits: • Reporting/BI Standardization• Drillable Management Operating Statements for Finance• Governed access to JDE data in Excel

Mann Packing is a leading provider of innovative, pre-washed and ready to use fresh veggies. Mann is one of the largest suppliers of western vegetables, Broccolini® and sugar snap peas in North America.

Project Objective: • Provide executive management and sales team with better visibility into JDE data & business

performance

Solution: • JD Edwards Modules on SQL (GL, SLS, INV, MFG)• BI QuickLaunch Tabular (Direct Connect)• BI QuickLaunch Power BI Reports

Benefits: • JDE reporting moved from IT to the business• Executive dashboards and KPIs• Ease of Use - Sales reps are trained in 10 minutes• CFO says “We have reached nirvana”

Implementation Timeline

We’ve spent thousands of hours of development

and fully configured in

2 - 3 weeks

To be installed in

1-5 days

How we differentiate from competitors (CHOICE)

▪ Market-leading BI Tools

▪ BI Approach

▪ Deployment Method

▪ Licensing Options

▪ Supported Data Sources

Power BI Trial with BI QuickLaunch for JDE

▪ Go to www.PreferredStrategies.com

▪ Select Free Trial link at the top

▪ Fill out the form and we will setup your Power BI Trial

environment

▪ Pick your JDE Modules

▪ Have fun for 30 days!

Power BI Scavenger Hunt

What state has the highest Gross Profit $ ?

Hints/Steps1. Download the Power BI App on your mobile device and sign-in with the following credentials

• Username: scug@biquicklaunch.com• Password: June152017

2. It should default you to My Workspace3. Select the Sales Dashboard4. Scroll down to find the Geo map visual and hold click on the visual and select the option to Open Report5. Scroll down to find the Gross Profit Amt by Sate Desc Bar Chart and double-click on it6. The state with the most Gross Profit Amt should be at the top.7. At the bottom of the screen, select the pencil icon to annotate the screen8. You can circle it, point to it, or put a happy face on it9. In the upper right hand corner select the Share link10.Mail it to acrigger@preferredstrategies.com or stop by our table and show me to collect your Starbucks

$15 Gift card! (First 10 people will win!)

www.PreferredStrategies.com

(888) 232-7337

info@preferredstrategies.com

Questions