Author: Carter Montalbano

JD Edwards Reporting

JDE Financial Analysis: How to Improve Reporting Accuracy

December 4, 2025 | by Carter Montalbano

If your finance team still spends the first week of every month reconciling spreadsheets and arguing over whose numbers are correct, you’re not alone. JDE financial analysis presents unique challenges that most organizations underestimate, and the consequences show up in delayed month-end closes, reporting errors, and executive meetings derailed by debates about data accuracy. The good news? These problems have solutions, and understanding them starts with recognizing what makes JD Edwards analytics fundamentally different from other enterprise systems.   ━━━━━━━━━━━━━━━━━━━━ Why JDE Financial Analysis Demands a Different Approach JD Edwards was engineered for transactional excellence, not analytical clarity. A proper

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Supply and Demand Analytics

How JDE Supply and Demand Analytics Improve Forecasting and Production Planning

December 3, 2025 | by Carter Montalbano

Manufacturing and distribution companies running JD Edwards face a persistent challenge: their ERP captures every purchase order, production run, and inventory movement, yet extracting actionable insights for forecasting and production planning remains frustratingly difficult. JDE supply and demand analytics can transform this situation, but only when organizations move beyond basic reporting to embrace a unified approach that connects operational data with business intelligence. When implemented correctly, manufacturing ERP analytics become the foundation for smarter decisions across the entire supply chain.   The disconnect between what JD Edwards captures and what operations teams can actually see creates real problems: Your purchasing

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Connect OneStream to Power BI

The Ultimate Guide to Connecting Power BI to OneStream

November 7, 2025 | by Carter Montalbano

The Ultimate Guide to Connecting OneStream to Power BI If you’re reading this, your organization has likely standardized on Power BI for enterprise analytics and now wants to extend that platform to include OneStream financial data. This isn’t just about pulling reports out of OneStream. It’s about creating a unified analytics experience where finance and operations teams work from the same powerful platform. This isn’t just about connecting to a database. OneStream’s multi-dimensional cube structure, metadata-driven dimensions, and financial intelligence features were built for corporate performance management (CPM), not necessarily for straightforward Power BI integration. Complex hierarchies that must maintain

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Build vs. Buy

Build vs. Buy: The Critical Decision That Determines Your Enterprise Analytics Success

| by Carter Montalbano

Why Application Intelligence Is the Foundation and Why How You Acquire It Matters More Than You Think    You’ve made the decision to modernize your analytics. Your leadership team is excited about Power BI’s potential. Your IT department is ready to move beyond spreadsheets and legacy reporting tools. The budget is approved. The vision is clear.  Then comes the “build vs. buy” question that will determine whether your initiative succeeds or joins the graveyard of failed BI projects: Will you build your enterprise analytics solution in-house, or buy a pre-built platform?  This isn’t just a procurement decision. It’s a strategic

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Cryptic to Clear

From Cryptic to Clear: How Application Intelligence Unlocks Your ERP Analytics for Power BI

October 22, 2025 | by Carter Montalbano

The BI Disconnect: Why Your ERP and Power BI Aren’t Truly Connected You’ve invested heavily in a powerful ERP (Enterprise Resource Planning) system and the market-leading Power BI platform. Your teams are eager to harness data-driven insights to transform how your organization operates. Yet despite these investments, your analysts are still drowning in manual data exports, endless spreadsheet reconciliations, and heated debates over which department’s numbers are actually correct.  Sound familiar?  The problem isn’t your technology, it’s the invisible language barrier between them. Every major ERP system, whether it’s JD Edwards, Viewpoint Vista, or NetSuite, speaks its own unique dialect. These systems store critical business information in

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JD Edwards Reporting

JD Edwards Reporting: Why It’s Broken and How to Fix It for Good

October 7, 2025 | by Carter Montalbano

You’ve invested millions in implementing JD Edwards. Your team can process invoices, manage purchase orders, and track inventory like clockwork. But when your CFO asks for last quarter’s profit margins by business unit, or a project manager needs real-time cost analysis, everything grinds to a halt. Sound familiar? You’re not alone. JD Edwards excels at what it was designed for—capturing transactions with precision. But when it comes to getting meaningful intelligence back out, the system often becomes the biggest roadblock. The problem isn’t your team or your budget. The issue is fundamental: JD Edwards reporting was never built for modern,

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Connect JD Edwards to Power BI

Ultimate Guide to Connecting JD Edwards to Power BI

October 3, 2025 | by Carter Montalbano

The Ultimate Guide to Connecting JD Edwards to Power BI If you’re reading this, you probably already know your JD Edwards system holds valuable business data. But getting that data into Power BI in a way that’s actually usable? That’s where most organizations struggle. This isn’t just about connecting to a database. JDE speaks a different language. Table F4211 (Sales Order Detail) and column ABAN8 (Address Book Number) mean nothing to business users. Dates are stored as six-digit integers. Business context lives in coded values across 6,000+ tables. These aren’t minor inconveniences—they’re fundamental architectural differences that determine whether your analytics

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7 Ways Enterprise Power BI Data Models Unlock Cross-Functional Insights Beyond Departmental Reporting

7 Ways Enterprise Power BI Data Models Unlock Cross-Functional Insights Beyond Departmental Reporting

September 24, 2025 | by Carter Montalbano

Most enterprises are trapped in a costly cycle of departmental silos. Finance reports one version of quarterly performance, sales celebrates different revenue numbers, operations tracks conflicting customer metrics, and HR measures employee productivity using entirely separate datasets. The result? Critical business decisions suffer when leadership teams can’t agree on fundamental facts about their own organization.

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