Reporting System with BI Publisher

Edi Yanto
Oracle Applications Technical Consultant

• Explain the advantages of reporting system with Oracle BI Publisher tool


Course Agenda
• • • Oracle BI Publisher Overview Install Oracle BI Publisher Desktop Creating Reports in Oracle E-Business Suite Using BIP
– – – – – – Generate XML file using Concurrent Manager Creating RTF Report Templates Using the Design Helper Plug-in Creating Data Definition for the report Using Template Manager to upload the report Running BI Publisher Reports

• • • •

Translation and Localization Grouping and Subtotals Adding Header and Footer Information Date and Number Formatting


Course Agenda (Con.) • • • • • • • Repeating Header With Resetting The Page Numbering For Each New Header Adding Chart and Image Using Conditional Formatting Using Cross Tab Functionality Adding Updateable Variables To The Template BIP Security Creating Report from Data Template 4 .

Oracle BI Publisher Overview • • • • • • • What is Oracle BI Publisher (BIP) ? Why Oracle BI Publisher ? Classic Report Issues Oracle BI Publisher Usage Designing using Oracle BI Publisher Desktop Register and Submitting BI Publisher Demo & Practice 5 .

It provides users with: • A template-based. JD Edwards and BI Enterprise Edition (OBIEE). easy-to-use publishing solution • A tool to rapidly develop and maintain report formats 6 . Siebels.Oracle BI Publisher Oracle BI Publisher is a new Java-based product available with the technology stacks of EBS. PeopleSoft.

Oracle BI Publisher Concept • Separate data / layout / translation Data Logic Layout BI Publisher XML EFT Translation  Rapid Development  Greater Flexibility  Reduce Maintenance Cost 7 Report output .

… from Data to Destination … 8 .

Publish Many Times 9 .Extract Once.

Oracle BI Publisher Architecture PDF Word Excel More… Template Manager Template SQL XML Oracle Report XSL Email Printer Data Handler Data XML Delivery Server XML Fax Repository e-Commerce Web Services XLIFF Translation Translation Handler Translation Catalogs EFT 10 .

Internet Fax Protocol. WebDAV. RTF.Oracle BI Publisher Technology Open Standard Technologies • Pure Java • Pluggable data in XML • Output format in PDF. HTML and EXCEL • W3C XSL-FO implementation Added Value: – Performance – Security – MLS and Extensions to FO • Support for Internet Printing Protocol. and SMTP 11 .

Performance and Scalability Stream-based Implementation: • Reduces memory footprint • Handles large XML input files • Is the fastest XSL-FO Implementation 12 .

Sample Outputs 13 .

Financial Reports What Do You Want To Publish Today ? 14 .

Business Reports 15 .

Invoices 16 .

Purchase Orders 17 .

Sales Orders 18 .

Government Forms 19 .

Tax Forms 20 .

Electronic Payments EFT / EDI 21 .

All Of Them One Solutions for All Your Business Documents 22 .Or Maybe….

Why Oracle BI Publisher ? 23 .

Complex Reporting Environments • • • • Strong business requirements in reporting area Have to rely on multiple reporting solutions 3rd party software and many servers required to satisfy business requirements. Highly skilled engineers required to maintain the 3rd party software servers      Costly Complex Systems Expensive Maintenance Time Consuming Labor Intensive EFT/EDI 24 .

Single Solution Environment • •     Utilizing Oracle BI Publisher Apps Integrated Publishing Solutions Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost Checks Invoices Labels Reports 25 Destinations XML / EFT / EDI .

Benefits to Stakeholders End User • Consistent user interface • Report in multiple formats • Language and locale options • Multiple delivery channels Business Consultant • Focus on business requirements • Uses familiar tools to prototype report (Excel*. Word or Acrobat) • Higher Productivity IT Consultant • Faster deployment • Report matches prototype • Reduced maintenance Development • Focus on data provisioning 26 .

Classic Report Customization • • 1 data set : 10 layouts : 30 languages >> 300 reports Requires high skilled engineers for customization 27     High Maintenance Cost High Customization Cost Difficult Upgrade Less Flexibility .

Classic Report Customization (Con.) Data logic Layout Report file Translation 28 .

BI Publisher Customization • 1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF Business consultants use familiar desktop tools for layout customization • Report Templates XSL XML EFT XML Data 29 Report Output .

Benefits of BI Publisher • • • • • Meet Business Requirements Flexibility Reduce Complexity Reduce Maintenance Reduce Costs 30 .

Oracle BI Publisher Usage It’s everywhere… 31 .

Designing Using Oracle BI Publisher The report layout can be designed by familiar desktop application (familiar design tools) • • • • Microsoft Word Oracle BI Publisher Desktop Adobe Acrobat XSL Editors Microsoft Excel Oracle BI Publisher Analyzer for Excel 37 .

Template Styles Available 38 .

Designing the Layout The RTF layout can be designed using the Standard features in Word. font. and alignment of text Insert bullets and numbering Draw borders around paragraphs Include a watermark Include images (jpg. gif. • • • • • • • Select the size.) Use table auto formatting features Insert a header and footer 39 .

Multiple Language and Font Support Multiple Language Support • • • • • 185 languages and 244 territories (ISO Standards) are supported Easy to translate each template into 185 languages Utilize RTF or XLIFF for translation BI Publisher ships with full set of Unicode Fonts Support for font mapping and font linking (MICR and Barcode fonts can be embedded and linked to the output.) Multiple Font Support 40 .

with security levels covering the following • Read only / Editable • Copy Text • Printable • Password Protection 41 .Security BI Publisher allows the user to produce secure PDF output.

Associating the XML Data Data Element: To create the data element we need to add the Forms toolbar. 42 .

Text Form Field • Text Form Field is used to reference the XML Data. 43 .

Grouping Data

Note: Use the for-each@section to repeat the header information across pages of the output document. The field will be repeated if the line information runs across more than one page, the page numbering will also be reset.

Re-grouping: <?for-each-group:BASE Group;Grouping Element?>

Headers and Footers
There are 2 ways to define headers and footers: • Native word headers

Header Template


Conditional Formatting
Conditional Format Statements: • if • if-then-else • choose-when-otherwise


xdoxslt:get_variable($_XDOCTX.Variables Declaration and Assigning Value <?xdoxslt:set_variable($_XDOCTX.‘variable name'. 0)?> Sets the value of variable_name to the current value plus the element amount xdoxslt:set_variable($_XDOCTX. ‘variable name')?> 47 .‘variable name'.‘variable name')+element name) Get Value <?xdoxslt:get_variable($_XDOCTX.

$#.'number-format'?> <?show-page-total:dt.##0.00)’?> Sorting <?sort:element name?> Page Breaks <?split-by-page-break:?> Last Page Only <?start@last-page:body?> <?end body?> 48 .00.##0. ($#.‘DEBIT'?> Displaying Page Total <?show-page-total:TotalFieldName.'element'?> <?add-page-total:dt.Others Formatting Row/Column High Lighting <?if@row:position() mod 2=0?> <xsl:attribute name="background-color” xdofo:ctx="incontext">green</xsl:attribute> <?end if?> Creation of Page Total Element <?add-page-total:TotalFieldName.

Others Formatting (Con. 1999 6:15 PM GMT 49 .) Conditional High Lighting with Text Decoration <xsl:attribute xdofo:ctx="block" name="font-weight">bold</xsl:attribute> Oracle Number Format Mask <?format-number:fieldname. 1999 – LONG Friday. 1999 6:15 PM GMT – LONG_TIME_TZ Friday.’MASK’?> Mask Output for US Locale – SHORT 2/31/99 – MEDIUM Dec 31. 1999 – SHORT_TIME 12/31/99 6:15 PM – MEDIUM_TIME Dec 31. December 31.’999G999D99’?> Oracle Date Format Mask <?format-date:fieldname. December 31. 1999 6:15 PM – LONG_TIME Friday. December 31. 1999 6:15 PM – SHORT_TIME_TZ 12/31/99 6:15 PM GMT – MEDIUM_TIME_TZ Dec 31.

. // / @ [] 50 Current Node Parent All elements in the XML document Descendants Attribute To Specify Conditions ..XPATH Notations Notation Meaning .

'ddd')?> <?xdofx:Instr('abcabcabc'.'bbb'.30.'xxx'.'x')?> <?xdofx:decode('xxx'.2)?> <?xdofx:upper(char)?> 51 .Extended SQL and XSL Functions Syntax: <?xdofx:expression?> Examples: <?xdofx:rpad(FIRST_NAME||LAST_NAME).'a'.'ccc'.

– Design the template and Register the template in the Template Manager. – Set the E-Business Suite report to generate XML output. – Run the XML Report Publisher request to merge the data with the template.Register and Submitting Oracle BI Publisher Process Overview: – Set up the XML Publisher Administrator responsibility. – Register the E-Business Suite report as a Data Definition with XML Publisher. – Run the Standard program to obtain the XML data file. 52 .

XML Publisher Responsibility 53 .

Define Data Logic 54 .

Register Data Logic Set the output type for any Oracle Seeded Report program to XML Physical Report File Name Concurrent Program name Output Format : XML 55 .


Register Data Logic as a Data Definition in XML Publisher (N): XML Publisher Administrator-> Data Definition-> Create Data Definition Concurrent Program Short name 57 .

Register Layout as a Template in XML Publisher (N): XML Publisher Administrator-> Template-> Create Template Data Definition Template File 58 .

59 .Submitting the Concurrent Request • • • Run the concurrent program via SRS (Standard Request Submission) Click Option Button On the Option dialog box. choose desired template. language and output type that you want.

Submit Registered Data Logic Program Concurrent Program Name Template Name 60 .

Concurrent Program XML Output XML Tags 61 .

Next Actions • • Demo of Oracle BI Publisher features Practice Oracle BI Publisher reporting tool 62 .

Demo • • • • Overview Template Builder Invoice Localization and Translation Chart and Cross Tab 63 .

innovative reporting and output management solution that is designed to lower the total cost of ownership of reporting and document output management. 64 .Summary • Oracle BI Publisher is a new.

com/technology/products/xml-publisher/ • • • • • 65 / http://blogs.References • • .

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