creating DAS REPORTS ReportsNow Log In

1. Obtain the ReportsNow internal application link or

Internet URL address from your ReportsNow

Administrator or DASADMIN.

2. User and Password = Enter your JDE login.

3. Environment = Enter the appropriate JDE

environment abbreviation (e.g., JPD900)

4. Role = *ALL, unless instructed otherwise

Open a JDE Table (F) or Business View (V)

1. If you know the table (e.g., F0411) or business view

(e.g., V0411A) number, click JDE Data or New Report.

2. Type the F or V number in the “Open” field, and click Open or press Enter.

3. If you don’t know the F or V number,

search for it using keywords or partial

descriptions in the Google-like search field on the home page.

Note: World uses physical and logical files that correspond to tables (F) and

business views (V), respectively. There are some naming differences, such as

F0311 in World versus F03B11 in EnterpriseOne (E1).

JDE Naming

Convention

(A BB CC)

1. Hover over a menu item in JDE EnterpriseOne (E1) to identify the P

(Program/Application), W (Form), or R (Report) number. Type the P and W

combination or R number in the Google-like search field on the home page to

identify their business view (V). Open that as a possible starting point for your report.

2. To identify a field alias, click in the field and press F1. For inactive (gray) fields, click

Item Help in the top-right corner of any window/form to click in those fields.

Identify Tables,

Business Views,

and Field Aliases in E1

creating DAS REPORTS Add Data to Your Report

Run Report does a full run over the database

Get Sample Data shows the first 100 records

Get More Data shows an additional 100 records

Filter Data Before Running a Report

1. If you know the filter value, type it in the white filter box

below the column header. Create filter logic, lists, etc., using

the Filter Assistant (funnel) when you know the filters.

2. If you don’t know the filter(s), use the 3-Dot button

to select one or more filters from the list of Valid Values.

3. The 3-Dot in a date field displays a calendar. Navigate

backward and forward, as needed. Highlight the day(s),

week(s), or months(s), and press Select.

Refresh updates calculations only, not data

Close closes the report; save, as needed

Hide/Show and Move Columns

Show Columns by clicking Design, Columns. Checkmark columns to show, and

click OK. The Show Columns with Filters’ button displays all columns with filters.

Hide Columns by right-clicking them and selecting Hide Column(s).

Rearrange Columns by dragging and dropping them. Hold the Ctrl or Shift key to

highlight multiple columns to drag and drop.

Associated Descriptions and Concatenation

Data columns such as Address Number (AN8), Business Unit (MCU, MMCU), Item

Number (LITM, ITM), etc. have descriptions associated with them. Double-click these

data columns to create their Associated Description columns in your report. Rename the

description columns.

To concatenate or combine two or more columns together in one new column, highlight

them in the desired order, and click Quick Calculations, Text, Concatenation.

Rename Columns by right-clicking each column

header and selecting Rename. Type the new

column name, and press Enter or click OK.

creating DAS REPORTS Report Parameters

Report Parameters prompt users to filter by certain fields before running report. Report

Parameters display above the grid, like header or data-selection fields.

1. Click Design, Parameters to open the design box.

2. Drag the desired grid column up beneath Name. Repeat to

create as many parameters as you’d like.

3. Reorder a parameter by clicking its blue “gripper” box and dragging it up and down.

4. Rename a parameter by typing its name.

5. To make a parameter “mandatory,”

(meaning it cannot be left blank),

highlight the parameter, and uncheck its “Allow blank entry” checkbox.

6. Click Back or Accept Changes to save your parameters, depending on DAS version.

Calculations – Quick and “All”

All standard math, date, text, and JDE-specific calculations are available within DAS.

Quick Calculations can be created by right-clicking one or more columns.

Quick Calculations vary depending upon the type of column(s) you right-click, e.g., date, decimal,

integer, string, etc. They also vary depending upon how many you select and if the data is grouped.

All available calculations—including Quick Calculations—can be created inside the Edit

Calculations’ window. Open the Edit Calculations’ window by:

Click Design, Calculations to display all existing calculations.

Click the top-level Design, Edit Calculations – ditto.

Right-click any data or calculated column header and select Calculations, Editor – ditto.

Right-click any calculated column header and select Calculations, Edit (pencil) to

display that single calculation to edit.

Double-click any calculated column header – ditto.

o Click the button to display all existing calculations.

Working with Calculations

Create, edit, and delete any calculation in the Edit Calculations’ window.

Highlight the calculation on the left to work with its Column Caption (the 3-Dot displays dynamic

options); Output Type (most of the time, you’ll accept the default); and Parameters or Input

Parameter Values on the right side.

To hide a

parameter

with a filter,

uncheck its

Visible

checkbox

creating DAS REPORTS

Calculation Rule to Remember

Every calculation creates a new column in your report.

As long as your Default Preferences are set to show column indicators, then you’ll see a calculator

icon in the upper-right corner of every calculated column.

Edit Calculations

Window

Types of Calculations

In the Edit Calculations’ window, click the 3-Dot button in the Type of Calculation field to see all

available calculations, many of which are Quick Calculations.

The Refresh on Save button

can be turned off (click it) to

stop auto-refresh when you

Save and Close this window.

To manually refresh

calculations, click the

button above the grid.

You can apply conditional “if/then” logic to most calculations by using the “Only rollup if” option, which

is usually displayed beneath a calculation’ Parameters.

Click in this field to display Field and Criteria columns,

where you can specify as many conditional statements as needed.

creating DAS REPORTS

1. Right-click the column and select Group By This Column.

2. You can group multiple columns at once (Group By Columns)

by highlighting them in the order you want them grouped.

Expand them to display the indented hierarchy.

3. Right-click any bold, grouped row to work with group display options.

4. To set the grouping level to

a specific +/- view, right-click near

any grouped row, and select

Set Grouping Level.

Click the up/down arrows to preview and set the desired grouping level.

5. To ungroup, right-click any column header, and select Ungroup Column,

or right-click and select Clear All Grouping.

Organize your data by grouping one or more columns (or concatenated columns) to

create a “drill-down” report. Grouping:

Summarizes your data to make it more useful.

Collapses the data and puts a plus (+ collapse)

and minus (- expand) sign next to each grouped row.

Automatically creates subtotals and grand totals,

which can be suppressed or removed, as needed.

Grouping & Summarizing Data

To Group Your Data

To Change the Summarization Type

After you group, you can change the default calculation of Sum on

numeric and currency columns. Right-click the summarized column,

select Summarize, and choose an option (Min, Max, Count, etc.).

Group Summary Calculation

To perform logic with summarized data, such as division to create %s,

you need a Group Summary column that repeats the subtotal or

grand total values. Right-click a summarized column, and select

Quick Calculation, System, Group Summary.

To change the repeated subtotal value to the grand total, open

the Group Summary calculation and checkmark Column Total.

creating DAS REPORTS Table Joins – First, Tile the Tables 1. Why tile the tables before joining them?

a. Identify one or more matching fields to connect the tables;

b. Identify fields/aliases you want from each table;

c. Identify initial join type per desired output (Left Outer, Simple, or Right Outer);

d. Identify possible duplicate records (e.g., “many-to-many” transaction detail tables,

like F0411 + F0911). Note: The De-duplication calculation offers three methods to

eliminate duplicate records.

2. Open every table you want to join.

3. Click a tile button or Windows’ drop-down to tile the tables horizontally or vertically.

4. Enter the same filter(s) and Run Report for each table to confirm how best to join them.

Table Joins – Second, Use the Wizard 1. On the home page, click By Table Join under New Report, or click File, New,

Private Report to open the Create Table Join for Private Report wizard. Complete

each tab.

2. Report Name – name the report.

3. Tables –type each table number and verify descriptions.

Note: The order you type the table numbers affects the Suggested Joins (Table 1 vs. 2).

4. Suggested Joins – highlight one or more suggestion(s), and double-click or click

Apply Suggested Join.

5. Actual Joins – review and modify the join elements per the purpose of the report.

6. Columns – checkmark all desired columns from each table; this populates the

Hide/Show Columns’ window in your report.

7. Click Save and Close.

8. To reopen the wizard, click either Design, Table Joins option.

creating DAS REPORTS Table Lookup The Table Lookup calculation enables you to “fetch” one or more columns from another

table or business view into an existing report.

Use as many Table Lookups as needed.

Table Lookup or Join?

Table Lookup Table Join

To display a summary of the data versus

transaction detail.

When data in “matched” fields are not

exactly the same. For example, you must

pad F0911.SBL (Subledger) to match to

F4801.DOCO (WO #) and fetch the WO #.

To add a filter column, although Table

Lookup columns are calculated, so they

fetch more slowly and do not have 3-Dots.

When you want data columns to filter by.

Data columns fetch faster than calculated

columns and they have the 3-Dots).

To create integrity and exception reports

(Left Outer join).

To create lists where the data exists in all

tables (Simple join).

Steps to Create a Table Lookup

1. Open the Edit Calculations’ window.

2. Select Table Lookup as the Type of Calculation.

3. Enter the Parameters:

a. Target table/view (e.g., F0115)

b. Index = to filter by key fields for faster fetch

c. Datasource (optional) = specify an alternative JDE

database (e.g., Test, Prototype, etc.)

d. Sort Order (optional) = specify field(s) to pre-sort

at the database in Ascending or Descending order

e. Row to fetch = 1

f. Summary Type = leave blank, or select another option, such as

Multi Row to fetch all matching records

g. Bulk Fetch Keys = specify number of records to

fetch at a time for speed (e.g., use increments 5, 10, 15, etc.)

h. Only rollup if = add conditional statement to fetched records

4. “Specify how to query target table/view” = enter matching fields between your report (Filter

Criteria) and Target Table/View (e.g., AN8 to AN8).

5. “Specify which columns you need back from the target table/view” = enter one or more

columns, and then accept or rename their Grid Columns.

6. Click Save and Close.

creating DAS REPORTS Trend Your Data

Eight (8) trending wizards quickly create reports over any table to:

1. Age – summarize data into “aging buckets” or columns (e.g., 0-30 days, 31-60

days, etc.

2. Day, Month, or Year – compare trends by day (e.g., 1-31), month (e.g., Jan-Dec), or

year (e.g., 2013 to 2012, etc.).

3. Cross-Tabular – like pivot tables in Excel, flip row values into column values to do

side-by-side data comparisons.

4. Organize Dates – summarize data by weeks, months, MTD, quarters, QTD, years,

YTD, etc. to compare current to previous.

5. Rank Bottom or Top 10+ - rank summarized data smallest to largest, or vice-versa.

Each trending wizard summarizes (groups) your data and creates calculations, such as

Conditional or Relative Date. If you choose, some create parameter filter fields, like

Reference Date.

Trending Steps

1. Open a new table or business view.

2. Filter and Run Report to ensure a complete data set.

Note: If you only Get Sample Data, your trend will be

limited to that data.

3. Right-click the column(s) to group by, and select Trending

and an option.

4. Complete the required fields.

5. Checkmark one or more of the three options to:

• Show summaries only – groups and summarizes the data (you can modify

later);

• Hide unused columns – hides any columns you have not used (filters);

• Override existing grouping – replaces any existing groupings you’ve

applied (you can modify later).

6. Click OK.

7. Re-run the report and verify the output.

8. Review or modify the grouping and/or calculations, as needed.

creating DAS REPORTS Quick Reports, Financials

Use File, Quick Reports to quickly create financial reports of posted balances including:

• Balance Sheet

• Trial Balance

• Income Statement

• List – hardcoded rows that you specify, such as Object account ranges

The wizard starts with the F0902-Account Balances, which you can join to the F0006-

Business Unit Master and/or F0901-Account Master table(s) for category codes.

It groups and totals the data. It also creates parameter filter fields and Relative Period

(and List, if you choose) calculations.

Select the Report Type

Select either or both

checkboxes to join the F0902

to the F0901 and F0006,

respectively

Name your report

Steps

1. Click File, Quick Reports, Financials to display the Quick Report wizard (above).

2. Main – select the Report Type, enter a Report name, and checkmark one or both category

code options to join one or both of those tables to the F0902.

3. Periods – checkmark Organize by column options.

a. Compare to previous – click the up arrow to

create 1 or more prior Fiscal periods, YTDs, etc.

b. Caption – click the drop-down arrow to select

the desired column caption detail.

c. Split column values by criteria – activates a

Columns’ tab on which you can create more

comparison columns with statements like “Field LT

(Ledger Type) = BA (Budget) versus AA (Actuals).”

creating DAS REPORTS Steps for Quick Reports, Financials (cont’d)

4. Rows – select the Organize rows by option desired:

a. User Defined List – build “hard-coded” rows from scratch by entering the row Label, Criteria (e.g., an

Object account range), and Row calculation, if something other than sum, which is implied by leaving

that field blank. Click File, Save and Publish List, if you’d like to reuse and/or modify the list later.

b. Chart of Accounts – displays all accounts

in your COA, which you can filter by

Level of Detail.

c. Account Group – displays rows by the

label detail you’d like and organizes them

in groups per balance sheet and trial

balance asset/liability accounts versus

income statement revenue/expense

accounts.

5. Special – complete the following:

a. Date selection method – select “By

fiscal period and year” to create those

two parameter fields, or “By date” to

create an As Of Date parameter..

b. Reverse sign criteria – click to enter

a Field (OBJ) and Criteria (range of

minus-sign revenue object accounts).

c. Add begin balance criteria – click to

enter a Field (OBJ) and Criteria (range

of balance sheet object accounts) that

require beginning balances.

d. Limit object accounts to this range –

Enter starting and ending object accounts

to limit the fetch to that range for faster performance.

e. Exclude zero balances – checkmark to eliminate grouped zero subtotals across multiple columns.

f. Excel presentation – checkmark to embed Excel and graph the report data.

Click Help for more info

on creating a User-

defined list

6. Columns – If you selected “Split column

values by criteria” on the Periods’ tab, enter

each row Label (free-form) and specify its

Criteria (e.g., object account range).

• Insert blank rows (spacing) as well as

Subtotal lines using the Row calculation to

sum (or otherwise calculate) row values above.

• Click File, Save List and Publish, if desired.

creating DAS REPORTS Quick Reports, Capital Asset Management

The Capital Asset Management Quick Report wizard quickly builds fixed asset reports that summarize

posted balances from the F1202-Asset Balances’ table. You can join that table to the F0006-

Business Unit Master and/or F1201-Asset Master table(s) to add category codes to your report.

The wizard groups and totals asset data. It also creates parameter filter field(s) and Relative Period

calculations. For rows, you can create a List calculation to specify row labels and criteria from scratch.

Once built, you can modify the quick report any way you’d like.

Steps

1. Click File, Quick Reports, Capital Asset

Management to display the Quick Report

wizard (left). Complete all of the tabs.

2. Capital Asset Management – enter a

Report name, and checkmark one or both

category code options to join the F1201

and/or F0006 table(s) to the F1202.

3. Periods – the Organize by column defaults to

YTD Fiscal period.

a. Compare to previous – click the up arrow

to create 1 or more prior Fiscal periods,

quarters, fiscal years, QTDs, YTDs, etc.

b. Caption – click the drop-down arrow to

select the desired column caption detail.

c. Split column values by criteria – activates a

Columns’ tab on which you can create more

comparison columns with Field/Criteria

statements like “LT = BA and LT = AA.”

4. Rows – click the drop-down for Organize rows

by to select either List or Asset Group (the latter

is most common). List prompts you to load or build a

new “hard-coded” list of row Labels, Criteria (e.g.,

object accounts), and Row calcs.

5. Special – complete the following:

a. Date selection method – choose “By Date” or “By

fiscal period and year” to create those parameters.

b. Add begin balance criteria – specify an object range.

c. Limit object accounts to this range – for speed.

d. Exclude zero balances – eliminate grouped-column

zeros.

e. Excel presentation – embeds Excel for dashboards.

creating DAS REPORTS Export versus Embed Excel for Dashboards and Presentations

1. Build a report.

2. Highlight certain columns or rows.

3. Click Export, Selected Grid Data (top menu).

4. Click the Export All Data button in the

blue toolbar to export all columns/rows.

1. Highlight the ungrouped or group

2. Build a report.

3. Highlight the ungrouped or grouped

columns to map to Excel.

4. Right -click and select Presentation, or

click Design, Present Data to Excel to

open the Data Presentation window.

5. Verify the “From grid” columns to map.

Change or add, if needed.

6. In the “To Excel” pane, accept or

change the Group label, Sheet, Cell, and Row padding defaults. Note: Row padding

ensures manual calculations you add in Excel beneath the last row of your data

won’t be overwritten as that data set grows. You can adjust the row padding later.

7. To create initial chart(s), select “One chart per column” and/or “One chart per row.”

Otherwise, leave these options blank and create charts later.

8. Checkmark the Report Parameters’ option (lower-left) to display those in Excel.

9. Click the double-blue arrow or Map Columns to Excel button to embed Excel.

Steps to Export to Excel DAS exports to a new Workbook, Sheet1.

The filter fields and values underneath

column headers do not display.

Steps to Embed Excel

Export to Excel

• Static snapshot of JDE data

• “What you see is what you get”

• Saved on a local workstation

• Full Excel functionality

• Excel is eternal or outside of DAS

Embed Excel

• Dynamic “live” data link to JDE data

• Update the data to auto-update chart(s)

• Saved centrally

• Full Excel functionality

• Excel is within or inside DAS

creating DAS REPORTS

10. Notice four tabs:

Data – your original report, which is now the “data dump” to feed your

presentation(s). Change filters and Run Report to auto-update your chart(s).

Presentation – Sheet1 contains the data above any initial chart(s) you

may have chosen by selecting those options on the Data Presentation window.

DASLink – do not edit the cells/values on this tab. They “feed” the cells on

Sheet1. Click in any Sheet1 cell to see the mapped DASLink cell reference.

Sheet1 – the data that you mapped/embedded and may have charted.

Notice the row padding (hidden rows) at the bottom of your current data set.

Steps to Embed Excel (cont’d)

11. Also notice the

Presentation

button in the white

toolbar.

12. Your presentation is

currently displayed

in Report Look.

13. Click Presentation,

Spreadsheet Look

to activate Excel’s

toolbars on Sheet1.

DASLink Note: If you embed Excel for a report with multiple grouped columns,

you will see ALL of the mapped data on the DASLink tab. However, not all of the

data may display on Sheet1 due to the grouping level. To manually map missing

DASLink data to Sheet1, type an equal sign = in the first missing-data cell on

Sheet1. Click in the corresponding DASLink cell, and press Enter to populate the

Sheet1 cell with the DASLink cell reference. Now, drag the lower-right corner of

Sheet1 cell down until the entire column is mapped. Repeat to map any other

missing data on Sheet1 back to its DASLink source.

14. Now, use Excel as you normally would.

To un-embed

Excel and start over

15. Advanced Edit enables you to add and edit mappings, such as

parameters. You can also import Excel filters to “feed” a field.

creating DAS REPORTS Save Often as You Work As you work, click the Save button or File, Save often; there is no auto-save.

Publish a Report to Another User or Group

1. Open the private report (object). You don’t have to run it.

2. Click File, Publish as Report.

3. Enter each JDE User ID or group ID.

4. On the Publish Options’ tab, select

option(s) to “Allow user to change

data selection” and/or “Allow user to

hide and show columns.” However,

users cannot save either of these

changes, because published reports do not have active Save options.

5. If your report has embedded Excel, you can publish only the presentation by clicking

the Excel Presentation tab. Options include:

a. Show Excel Presentation Only – no DAS Data tab will be published (visible).

b. Make Excel Read Only – cannot edit Excel cells.

c. Hide Excel Menus – Excel toolbars will not be not visible, so no editing.

d. Hide these Excel sheets – can list the DASLink and/or other sheets.

6. Click Publish.

7. To save a published report as a private My Report that you can modify, highlight that

object in the Reports Published to Me list, and click the Save to Private Report

button. A copy of the report will be added your My Reports folder.

Publishing Notes: You cannot publish a report that has been published to you; you can only

publish private reports. The Manage Subscribers’ button in the Reports Published to Me

window allows authorized users to assign a group of reports to multiple users.

View, How to Use and Design Notes

How to Use: Write notes for users of the report on its purpose

and how to filter and run it. If you leave “How to Use” blank, it will

not be visible in the published report.

Design Notes: In addition to the free-form text area that you can populate with design

notes, this option automatically records “build” details of the report including a performance

profile (fetch speed), filters, sorting, grouping(s), table joins, hidden/visible columns,

additional criteria (“hidden filters”), global variables, calculations, etc.

creating DAS REPORTS Schedule a Report

If this module is installed, you can schedule one or more reports to run on the server

automatically just once or at recurring intervals. You specify the date, time,

recurrence/frequency, end date, and output desired (email, shared folder, or printer).

Steps

1. Click the Scheduler link on the

home page to open the

“My scheduled reports’” window.

2. Click the New Task button.

3. Enter a name for the scheduled

job, and click the green plus sign.

4. Select the private or published

report to schedule.

5. If Excel is embedded, the “Export Presentation as” section will be visible. Choose

the appropriate output format(s) for the presentation.

6. Choose format(s) to “Export Data as.” This refers to the grid data of the report.

7. In the “To Destination” section, enter Email address(es) for recipients separated by

semicolons. “Email Provider” should default; if it doesn’t, contact your DASADMIN.

8. In the “Output directory” field, specify a file path to which to save the report, if

desired.

9. “Encrypt PDF” will prompt recipient(s) to enter their JDE password to view the PDF.

10. Append a Date and Timestamp to the filename to ensure previous reports by the

same name won’t be overwritten in the specified folder location, if you chose the

Output Directory option.

11. Click the “Schedule” tab to set the “Date recurrence” and “Time recurrence” for the

report to run.

12. Click OK to save the task.

13. To preview scheduled reports, highlight a Task on the “My scheduled reports’ “

window to display the upcoming schedule in the “Preview” pane below.

14. Click OK again to actually schedule the job and close the Scheduler window.

15. To delete a Task, reopen the “My scheduled reports’” window, highlight a Task, and

click Delete.

creating DAS REPORTS Drill-Downs

Drill-down links (tiny magnifying glasses) link information in one table to information in

another table. Drill-downs support both multiple rows and summary values. There are

three types:

Master file drill-downs

Account Ledger drill-downs

User-defined drill-downs

Select a drill-down to open (tile) the associated window beneath the one you’re in.

Review both the source cell value and its related information.

Master File Drill-Downs

For any cell value with a master file behind it, like an Item Number or Address Number,

right-click the cell value to chose Drill-Down and open the master file containing

information for that specific value.

• Right-click an Address Number to display the F0101-Address Book Master

• Right-click a Business Unit to display the F0006-Business Unit Master

• Right-click a 2nd Item Number to display the F4101-Item Master

To open the F0911-GL Account Ledger and see related GL information about a value:

• Right-click an amount in an F0902 (GL Balances) report to open the F0911

• Right-click an Order Number in an F4311 (PO Detail) report to open the F0911

• Right-click an amount in an F1202 (Asset Balances) report to open the F0911

Account Ledger Drill-Downs

User-Defined Drill-Downs

Bursting functionality enables you to create any row-level drill-down necessary. To “burst,”

you need two reports: Driver Report (contains filters to feed into target) and a Target Report

of the final output. You also need to create a Bursting calculation to connect them.