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Adhoc query and reports: Easy access of Infor Landmark based business applications

January 13, 2014

By Tim Kerian and Tom Passe

Information access is critically important for users of Infor back office business applications. Although Infor offers a comprehensive suite of embedded reporting and query interfaces within our applications, we also understand that some end users are accustomed to using their own ‘preferred’ third party tools to access non-Infor back office applications that do not provide adequate reporting tools.  Infor strives to satisfy our user community by enabling our applications to be accessed by these popular third party tools. Users are given a choice on how they wish to access Infor application data. 

Two user preferred tools available for Landmark based application access include:

Infor Spreadsheet Designer for Microsoft Excel (Spreadsheet Designer)

Infor OLEDB Object Services Query Builder (Query Builder)

The Infor Spreadsheet Designer for Microsoft Excel (Spreadsheet Designer) provides a reporting and analysis interface between Infor Landmark based applications and Microsoft Excel. The Infor OLEDB Object Services Query Builder (Query Builder) provides a reporting and analysis query builder interface between Infor Landmark based applications and popular reporting tools such as Crystal Reports and Microsoft Excel.

Using the Spreadsheet Designer and Query Builder, your end users are empowered to access data within your Infor applications including all Infor Talent Management applications, Infor Lawson Supply Chain Management Landmark extension applications, and Infor Lawson Enterprise Financial Management Landmark extension applications.

Both the Query and Spreadsheet Designer use application role-based security authorization policies and rules as defined by your applications. Secure access is controlled and administered by the application to restrict access.

Key benefits of Spreadsheet Designer and Query Builder include: 

• End users leverage existing third party tool knowledge to access applications using secure CRUD (Create Read Update Delete) queries and reports

• End users can easily interrogate their Infor application data and then quickly create their own ad hoc reports for flexible and dynamic information access

• Increase efficiency and timeliness of information access across your enterprise by enabling users to combine Infor data with other non-Infor data in their preferred tool, for example Microsoft Excel

• Provides sharable and reusable ad hoc queries and reports within Microsoft Excel and Crystal Reports and it is database independent

• Security ‘For Your Eye’s Only’: access is controlled by each application’s role based security authorization model. End users can only access data and information they are authorized to see. Keep in mind that secure control is lost once a report is ‘disconnected’ from the Infor back office application. 

Here is a demonstration video illustrating how quick and easy it is to connect, interrogate and create a query and report. The example shows Infor Query Builder accessing Infor’s Lawson Enterprise Financial Management application, Cash and Treasury Management – a single, centralized application to manage cash, forecasting, and other treasury-related functions that improve your ability to understand your cash positions and take effective action.

Senior Infor Business Analyst, Tim Kerian, has provided a step by step demonstration of building a Query Builder connection, creating a query, and executing it within Crystal Reports.  If you have any adhoc reporting examples that you have created (or need,) we’d love to hear about them in the blog comments.

Comments

2 responses to “Adhoc query and reports: Easy access of Infor Landmark based business applications”

  1. M Phillips says:

    Question re: Infor Spreadsheet Designer (SSD)

    First, we are new to Infor and plan to Go Live with LM V11 and S3 in the Cloud within 6-12 months.
    Trying to create query via Excel SSD, which includes related (join) tables and not sure how to create. Fields include:
    Item.item
    Item.description
    Item.ManufacturerCode
    Item.ManufacturerNumber
    VendorItem.Vendor
    Vendor.VendorName
    VendorItem.VendorItem
    ContractLine.UOM_UnitOfMeasure
    ItemUOM.UOMConversion
    ContractLine.BaseCost
    Item.Active
    Item.UNSPSCCode
    UNSPSCCode.LongDescription
    Item.LastUpdateDate
    Note:Not certain of spelling for field names

    http://blogs.infor.com/technology/2014/01/bytim-kerian-and-tom-passe-information-access-is-critically-important-for-users-of-infor-back-office-business-applications/

  2. Don Peterson says:

    To select a related field in Spreadsheet Designer, select the fields in the base business class. Then right click on the field, Item for example. That will bring up another window with business classes set up as being related to the base business class field.

    Scroll down until you find the relation, Item in this example. Select that and click OK on the related business class window. That will add the related business class to the bottom of the list with a + to the left of it. Click the plus which will display the fields available to be selected to add to your query fields.

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