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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

CON9330
Oracle BI Publisher Best
Practices: Be a Reporting
Super Star
Kevin McDermott
Senior Principal Technical Support Engineer
Nicholas Mann
Senior Consultant , Peleton Group

THE FOLLOWING IS INTENDED TO OUTLINE OUR GENERAL


PRODUCT DIRECTION. IT IS INTENDED FOR INFORMATION
PURPOSES ONLY, AND MAY NOT BE INCORPORATED INTO ANY
CONTRACT. IT IS NOT A COMMITMENT TO DELIVER ANY
MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE
RELIED UPON IN MAKING PURCHASING DECISIONS. THE
DEVELOPMENT, RELEASE, AND TIMING OF ANY FEATURES OR
FUNCTIONALITY DESCRIBED FOR ORACLE'S PRODUCTS
REMAINS AT THE SOLE DISCRETION OF ORACLE.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines

BI Publisher & OBIEE Integration Best Practices


Q&A

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Business Intelligence Publisher


Eliminates multiple-point solutions, Lowers TCO

Checks

Invoices

One Environment
Author
Generate
Deliver

Benefits

Destinations

Reports

Eliminate complexity
Simplify report

development & maintenance


Reduce costs
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Labels

XML / EFT / EDI

Oracle Business Intelligence Publisher


Provides an end-to-end solution, from data to documents to delivery
Interactive
PDF

Email

HTML
XSL

Layout Template Types

Excel

Printer

PPT
Flash

Layout Editor
MS Word
MS Excel

Adobe
Flex
XSL

Layout Design Tools

Fax
RTF
CSV

XML

Repository

EDI
OBI EE Semantic Layer

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

EFT

e-Commerce

Oracle Business Intelligence Publisher


Enterprise class reporting application for all your document needs

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines

BI Publisher & OBIEE Integration Best Practices


Q&A

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Installation & System Requirements

Installation requirements
Oracle Fusion Middleware Installation Guide for Oracle Business

Intelligence 11g Release 1 (11.1.1)


JDK requirements
Refer to the certification matrix for supported JDK versions for specific

operating systems. There is one for 11.1.1.3-11.1.1.6 and one for 11.1.1.7.
http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-

certification-100350.html

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Sizing Guidelines
How Many servers?

Concurrent Use Case

Bursting Use Case

Users viewing reports online

Bursting reports

Scheduled Jobs running at the

Factors to consider

same time
Factors to consider

Time window

Number of users viewing Small,

% of Small, Medium, Large reports

Medium, Large, XLarge reports


Number of CPUs /server

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Total Number of reports

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Number of CPUs/Server

Sizing Guidelines
My Oracle Support Note 948841.1

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Enterprise Deployment Options


Oracle BI Publisher

Single Instance Architecture


Oracle Fusion Middleware
High Availability Guide 11g
Release 1 (11.1.1)
High Availability for Oracle Business

Intelligence Publisher

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Enterprise Deployment Options


Oracle BI Publisher 11g
High Availability Architecture
Oracle Fusion Middleware
High Availability Guide 11g
Release 1 (11.1.1)
High Availability for Oracle Business

Intelligence Publisher
Oracle BI Publisher supports an active-active
high availability configuration. Each node acts
as an independent server that shares a common
repository and the scheduler database with the
other Oracle BI Publisher nodes.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Enterprise Deployment Options


Oracle BI 11g

High Availability Architecture


Oracle Fusion Middleware High
Availability Guide 11g Release 1
(11.1.1)
Configuring High Availability for Oracle

Business Intelligence and EPM

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher 11g Scheduler


Client

Web server

Client

Web server

Web server/JMS Provider


(Web Logic, Active MQ)

FAX Q.

Fax
Printer Q.

Printer
BI Publisher

BI Publisher

Job Q

Email Q.

Email

Report Q

FTP Q.

BIP System Topic

WebDav Q.

JMS Resources

File Q.

Repository

File system

BI Publisher Reports Repository

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Scheduler database

Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines

BI Publisher & OBIEE Integration Best Practices


Q&A

16

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Business Intelligence Publisher


Report Architecture
Separate data logic, layout & translation benefits
greater flexibility and reuse
fewer reports and better report maintenance
optimize data extraction and document generation process

Data Logic
Layout

Translation

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher

Report output

Data Generation
Data Sources
Data Source Types
File (XML)
SQL Query
MDX Query
LDAP Query (11g only)
Excel Spreadsheet (11g only)
Endeca Query (11g only)
CSV (11g only)
View Object (11g only)
HTTP (XML Feed)
Web Service
Oracle BI Analysis
Oracle BI Discoverer (10g only)

Data Template (10g only)


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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Generation
Connection Types
JDBC Vs JNDI (SQL Type)
Both types of connection use

the same JDBC driver


With JNDI you can take advantage
of connection pooling
Better performance

BI Publisher

Connection already established to the source


Best practice for reports with many parameters

with SQL type LOVs attached to them


Better RDBMS resource management

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

WebLogic
Server

Data Generation
Scalable Mode
Enable for large reports
Slower performance, but

prevents out-of-memory
errors
Use with scheduled

reports

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Generation
Enabling Scalable Mode for Data Engine (10g)
Set scalable mode property to

on in Data Template
<properties>
<property name="scalable_mode" value="on" />

</properties

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design


Objectives
Optimize data extraction
Simplify layout design for report developers
Reduce document generation time

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design


Data Extraction
Leverage back-end system

resources (whenever possible)


Join data
Filter & group data
Perform expensive calculations &

Select
t."OFFICE_DSC" as "Office"
sum(f."REVENUE") as Sales Sum"
From
"BISAMPLE"."SAMP_REVENUE_F f
"BISAMPLE"."SAMP_OFFICES_D t
Where
t."OFFICE_KEY"=f."OFFICE_KEY"
group by
t."OFFICE_DSC"

data transformations
Sort data

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

20 Vs 20,000 records

Data Model Design


Data Extraction
Parameters & LOVs
Cache LOVS for better performance
For large LOVs, pass NULL to the

parameter when users select All &


modify WHERE clause in Data Set
query to use the NVL function.
For example:
Where
order_id=nvl(:p_ordid,
order_id)
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design


Data Extraction
Event triggers
Before Data Triggers
Generate dynamic SQL
Populate TEMP tables
Set user context

After Data Triggers


Insert rows to a target table

Send notifications
Clean or delete TEMP tables

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Select EMPLOYEE_ID,
DEPARTMENT_ID,
FIRST_NAME,
LAST_NAME,
EMAIL,
PHONE_NUMBER,
HIRE_DATE,
JOB_ID,
SALARY
from employees
where &p_where_clause

Event Driven Jobs (11g Only)


Enable users to set up flexible, conditional execution of scheduled jobs.
Data Model Designer creates

Data Model with schedule trigger


Triggers can be created and
shared from a single data model
Users create scheduled jobs and
determine window of time to
check for condition
Reports execute when condition
is true or are skipped
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

VALUE: Users can schedule


reports to execute based on
an event or condition over a
window of time.

Data Model Design


Best Practices for Faster Document Generation
Structure data to match how data is

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displayed in the report


Use short XML tag names they reduce
the size of XML data file
Use display names
to simplify template design
Create global & group-level aggregate functions for
best performance, create them in data model instead of
report layout
Pre-sort data (preferably at the source)
Note: Grouping data in data model automatically sorts data
by the grouping element
Bursting
It also requires that data in the XML is sorted (or grouped)
by the split-by key.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Template Design Guidelines


Objectives
Choose the right type of template
Follow BI Publisher (XPT) template design best practices
Do not overcomplicate RTF templates

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Document Formatting and Layout


What Template Type should I use? (1 of 2)

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BI Publisher
Template 11g

Web based Layout Editor no client installation required


Best for Management Report WYSIWIG experience
Support Interactive Output
Wide range of output (PDF, HTML, Excel, PPT, RTF, MHTML)

RTF
Templates

Easy to create w/ BI Publisher Template Builder Add-in to Word


Greatest flexibility and functionality for highly formatted reports
RTF marked up with XSL code or BI Publisher simplified XSL
Wide range of output (PDF, HTML, Excel, PPT, RTF, MHTML)

PDF
Forms

PDF forms with XML elements mapped to form fields.


Great to use with government forms
PDF output only
Create in Acrobat Professional

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Document Formatting and Layout


What Template Type should I use? (2 of 2)

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Excel Templates

Excel w/ data mapped to named cells & Excel and XSL formatting
Great for formatted, true Excel output and burst over sheets
Excel XLS output only

e-Text Templates

Text output only for electronic communication


Great for character delimited or fixed position docs (EFT & EDI)
RTF with table of statements to place fields and separators

Flash Templates

SWF files with BI Publisher data for sophisticated interactivity


Create in Adobe Flex Builder

XSL Style Sheets

Allows for third party tools and legacy solutions

Excel Analyzer
Templates

Not recommended (deprecated)


Excel output only. Can refresh data w/ parameters.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Template Best Practices


Design Consideration
Use Layout Grids to position

components similar to tables in RTF


Templates
Layout Grids can be nested

Layout Grid Cell can be joined


The minimum height of rows

can be fixed
DO NOT put LARGE tables or pivot

tables into Layout Grids (Performance!)

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Template Best Practices


Design Consideration
The Interactive Viewer is one of BI Publishers most

promising new features


Interactivity works best for flat tables or simple

nested master-detail data sets


Unrelated queries or groups can not interact
Disable interactions for unrelated queries in the

Configure Events Dialog

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BAD: Country on two branches

GOOD: Country in common parent

Data
G1
Country
Revenue
G2
Country
Cost

Data
G1
Country
G2
Revenue
G3
Cost

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Use Word Tables
Use tables to control precisely where field data will be placed in the

report

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Use Form Fields
Keep the template clean
Supported by the Template Builder

Field Browser
Can be colored or hidden to help
understand the structure
Caveat: Word header & footer dont
allow form fields

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Dont overcomplicate your template
Keep it easy to understand, debug and maintain
In general better to have different business documents in

different templates
Try to limit the logic in templates to simple if or loop statements
Use sub templates to simplify documents if necessary
Many calculations are better performed in the data model

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Performance Considerations: XPATH Concepts
BI Publisher uses XPATH to access data elements
DEPARTMENT_NAME is inserted in the template as

<?DEPARTMENT_NAME?>
<?DEPARTMENT_NAME?> is translated to the XPATH

.//DEPARTMENT_NAME
.//DEPARTMENT_NAME searches for

DEPARTMENT_NAME in the complete sub-tree starting


from current context

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Performance Considerations: XPATH Tuning
Use the full relative path for large datasets
Instead of <?for-each: DEPT?>

use <?for-each:/DEPT_SALS/DEPT?>
Instead of <?DEPARTMENT_NAME?>

use <?./DEPARTMENT_NAME?>
For large documents that dont fit into memory

the search requires disk access


For small documents the search time is
negligible
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Performance Considerations: XPATH Tuning & Tables
XPATH Tuning
Start with the outer loops and outer most data access
Reducing full tree searches will provide bigger improvements than optimizing

access in a small subset of the data


Fixing the XPATH in a single for-each loop may be all the performance tuning
you need to do
Tables
LARGE tables that span hundreds of pages consume considerable server

resources. If possible group the data and create a table inside each grouping.
Do not nest LARGE tables into tables.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RTF Template Best Practices


Performance Considerations: Grouping
Better to Sort data in the data model
Group By <?for-each-group?>

will force the XSL engine to sort data


Checking Data already sorted option in the Table Wizard will not re-sort

data (good thing)

39

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Template Best Practices


Summary
Dont overcomplicate your templates
Use tables (layout grids) to place data fields precisely
Use form fields and word styles for clarity
Use sub templates for re-use and encapsulate complex code
Optimize your data structure for interactivity if necessary
Performance optimization
Optimize the XPATH
Focus optimization on outer loops
Sort in the data base and use group-adjacent in the template
40

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines

BI Publisher & OBIEE Integration Best Practices


Q&A

41

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Best Practices
Nicho Mann
949.290.8553 | p
nmann@pelotongroup.com

Peloton Overview

43

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story

44

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher and Oracle Business Intelligence


Comparison

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BI Publisher (BIP)

Oracle Business Intelligence (OBI)

Pixel-Perfect Reporting

Interactive Dashboards and Analyses

Reporting Focused

Analytics Focused

Layer of abstraction via the Data Model

Layer of abstraction via the Repository (RPD)

Sophisticated delivery capabilities

Actionable Intelligence

User-friendly interface

Ad-hoc capabilities

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher and Oracle Business Intelligence


Comparison
BI Publisher (BIP)

Oracle Business Intelligence (OBI)

Pixel-Perfect Reporting

Interactive Dashboards and Analyses

Reporting Focused

Analytics Focused

Layer of abstraction via the Data Model

Layer of abstraction via the Repository (RPD)

Sophisticated delivery capabilities

Actionable Intelligence

User-friendly interface

Ad-hoc capabilities

BI Publisher + OBIEE =
Integrated, Scalable Reporting & Analytics Enterprise
Application
46

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Architecture
Sources

DW

OLAP
Cube
Flat File

47

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BIP Data
Model
BI Publisher

Oracle Business Intelligence Architecture


Sources

DW

OLAP
Cube
OBI RPD
Flat File

48

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

OBI EE
Dashboards

BI Publisher & OBIEE Integration Architecture


Sources

DW

BIP Data
Model

OLAP
Cube

OBI EE
Dashboards

Flat File
BI Server RPD
49

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher
Reports

BI Publisher & OBI EE Integration Benefits


Flexibility
OBI RPD

OBI Reports

BIP Reports

Multiple Data Sources

Create Calculations

Apply Functions

Change Column Names

Use/Create Aggregates

Custom Formulas

Integration of BI Publisher & OBI EE allows for

flexible solutions
Solution is scalable as a result of flexibility in

accepting multiple data sources

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BIP Data Model

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration Interactive


Dashboards & Pixel-Perfect Reports
OBI Dashboards
Interactive Analyses
Action Links & Guided

Navigation
Drillable Reports
Extensive Visualizations

BI Publisher Reports
Pixel-Perfect Reports

User-Friendly Interface
Leverage Existing OBI Reports

51

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story

52

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Keep It Simple
Source Relational and OLAP data sources into OBI
MDX and SQL will be dynamically generated by OBI
Utilize a single OBI model instead of several data models

53

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Keep It Simple
Push Logic As Far Back As Possible
Data Source > RPD > Data Model > BIP Report
Faster Calculations
Less Maintenance
Increased Query Performance

Keep Datasets Under Control


Be mindful of the amount of data being requested
Use filters to limit data sets and increase performance

54

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Keep It Simple

Using an existing OBI model means:


Less coding
Decrease turnaround time of requests
Easier for developers to leverage
Less training for end users

Higher adoption by business users

55

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Maintain Consistency

Utilize OBI Subject Areas when possible


Cuts down on the number of data models
Maintains logic in fewer locations

Keep the number of BIP data models to a minimum


Create data models that can be used across a range of

reports
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher & OBI EE Integration


Leverage Existing OBI EE Implementation

Utilize Existing Applications


Cut down costs
Higher adoption
Increased scalability
Seamless Integration

57

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story

58

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Success Story


Overview
Infinity Pharmaceuticals In late stage trials beginning to prepare for

the transition to commercial


Purchased Oracle BI Foundation Suite to improve reporting and

analytical capabilities
Partnered with Peloton to implement a scalable, integrated solution to

meet the needs of the growing organization

59

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Success Story


Challenges

Difficult to access key information


No consistent tool for financial reporting
Limited transparency to Financial Investment Plans (FIPs)

for department heads


Challenging to quickly and easily access variance reports
for functional heads

60

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Success Story


Solution - Overview
Established New Data

Warehouse
Built Essbase Studio Cube
Model
Implemented Sophisticated
Reporting Solution:
OBI EE
Hyperion Smart View
BI Publisher

61

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Success Story


Solution BI Publisher

Integrated BI Publisher with

OBI EE
Created POC leveraged existing

OBI EE reports
Developed BI Publisher Data
Models using logical SQL
Quickly generated pixel-perfect
financial reports

62

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

BI Publisher Success Story


Solution BI Publisher

Leveraged OBI EE dashboards

with BI Publisher reports


Guided navigation and action

links for sophisticated analysis


BI Publisher reports for exporting
purposes
Cut down on development,
system integration, & adoption
time

63

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Solution Options

What if I only have Oracle Business Intelligence?


Easily integrate BI Publisher
Get more from your development dollars by leveraging your OBI EE implementation
What if I only have BI Publisher?
Consider the roadmap of your organization from an analytics perspective
OBI EE offers much more structure for data sources and integrates well with BI Publisher
What if I have neither?
OBI EE is a great starting platform because of its flexibility
Scalability is critical to any organization OBI EE is a highly scalable, enterprise application

64

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

A Charitable Donation to Support Childrens


Health

65

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Q&A

&
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Stay Connected with BI Publisher

http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Graphic Section Divider

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Appendix

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Resources
Certification matrix (11.1.1.x)
System Requirements and Supported Platforms for Oracle Business Intelligence Suite Enterprise Edition 11gR1 (11.1.1.3.0-11.1.1.6.0)

http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/bi-11gr1certmatrix-166168.html
System Requirements and Supported Platforms for Oracle Business Intelligence Suite Enterprise Edition 11gR1 (11.1.1.7.0)

http://www.oracle.com/technetwork/middleware/bi/bi-11gr1certmatrix-ps6-1928219.xls

High availability white paper


http://www.oracle.com/technetwork/middleware/bi-publisher/bip-cluster-deployment-366859.pdf

Sizing Spreadsheet for BI Publisher Enterprise 10g and 11g

My Oracle Support Note - 948841.1


Sub-templates white paper
http://www.oracle.com/technetwork/middleware/bi-publisher/overview/bip-subtemplate-1-132933.pdf

QUARTZ Scheduling - http://www.quartz-scheduler.org/


CPU Ratings - http://www.spec.org/cpu2006/results/cpu2006.html#SPECint_rate

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Install Requirements
Oracle Business Intelligence 11g

Oracle Fusion Middleware


Installation Guide for Oracle Business
Intelligence
11g Release 1 (11.1.1)
Part Number E10539-02

System Requirements
Disk Space: 20GB or more
Available Memory (RAM): 4GB or more
Temp Space: 950MB or more
Swap Space: 3GB or more
CPU: dual-core Pentium, 1.5GHz or greater
Database Requirements
Disk space requirements for the database containing the Oracle Business
Intelligence Scheduler database tables.
500MB on Oracle and Microsoft SQL Server databases for standalone and Business
Intelligence applications and deployments.
500MB on IBM DB2 databases for standalone deployments.
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Business Intelligence Publisher


Recommended Configuration
JVM settings & JDK version
64 bit JVM/JDK (on a 64 bit OS)
JDK version 1.6 (update 2) or higher

Memory (RAM for the JVM)


8 GB on 64 bit JVM is recommended for large, high volume use
2 GB on 32 bit OS suitable for small to mid volume deployments

(2gb limitation for JDK on win OS)


Storage
Repository: Varies. 30 GB Hard disk space (must be shared for cluster)
Temp Space: 20 GB (for document processing) not shared
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Enterprise Deployment Options


BI Publisher (10g)
High availability
Improve availability of the

system
Load balancing
Increase throughput
For more details on clustering BI
Publisher standalone, please refer to
our White Paper on High Availability.
The link is available in the Appendix.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Enterprise Deployment Options


BI Publisher Scheduler Configuration (v10g only)
Enable clustering
Client

BIP
servers
cluster

Scheduler
database

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Server Configuration Options


Administration > Server Configuration
Scalable threshold (in bytes)
Cache expiration (in min)
Cache size limit (# of datasets)

Maximum cached reports


Database Fetch Size

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Default values

Server Configuration Options


Administration > Runtime Configuration > Properties
Bursting (10g only)

Enable multithreading Default: False*

Thread count Default: 2*

FO processing

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Use BI Publishers XSLT processor


Default: True

Enable scalable feature of XSLT processor


Default: False*

Pages cached during processing


Default: 50

Enable multithreading Default: False*

FO Parsing Buffer Size Default: 1000000*

Enable XSLT runtime optimization


Default: True

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Report-level Properties
Edit Report > Properties > Formatting

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Report-level Properties
Viewing Reports Online
Report Editor

For long running reports


Take advantage of scheduling

and disable Run Report Online.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Report Viewer

Report-level Properties
Viewing Reports Online
Report Editor
Enable Data Caching
Saves XML data for reuse up to the Cache
Expiration threshold
Improved performance with
different template/output format
Not recommended for real-time data
Enable Document Caching
Better performance
Consumes more Temp storage space
User Level (11g only)
Disable for better performance if data can be
shared across users
Cache Duration (11g only)
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design Guidelines


Element Naming
Avoid re-using the same name for element names; it can cause

confusion in template design.


For example, CITY under SHIPPING_ADDRESS and BILLING_ADDRESS.

But in many cases you are better off using different names e.g. S_CITY
and B_CITY
For reports that generate large data sets using 2 or 3 character names

for elements can have a large impact on performance and size.


Ex: a1, a2,
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design Guidelines


NULL Elements & XML Attributes
Avoid generating empty tags in the XML
Aggregation over fields that contain empty tags will fail with a not a

number exception
Missing fields do not cause an issue with XSL for example a print

statement will just return an empty string


Avoid XML attributes
They are supported in both RTF & Excel templates but they add an extra

layer of complexity; they are not supported in the BI Publisher Layout


Editor

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Data Model Design Guidelines


OBIEE Data Source
If possible use SQL/JDBC

against BI Server instead of


using an Answers Request as
a data source
Tip: Copy the SQL in an

Answers Request and paste


into the Query Builder text
area

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Document Formatting and Layout


Sub Templates: Introduction
What is a sub template?
A document that contains layout and or code that can be defined once

and used multiple times


Multiple functions (called templates in XSL) or text segments can be
defined in a single sub template file
Sub template types
XSL sub templates for code re-use or separation
RTF sub templates for layout re-use
Caveat: Use of RTF sub templates makes it harder to understand the

template structure

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Document Formatting and Layout


Sub Templates: Use Cases
RTF sub templates
Re-use common layouts such as terms and conditions

Internationalized address block

XSL sub templates


Transformations for complex chart requirements
Dynamically apply formatting to a portion of data

(e.g. sub scripting / super scripting / chemical formula)


Print formatted XHTML data convert to FO using sub template (as used in
Oracle Contracts) (11.1.1.6 supports HTML in data)
Starting w/ 11.1.1.3 we recommend using Style Templates for Header / Footer instead of RTF Sub Template

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RTF Template Best Practices


Use Word Styles
Achieve consistency in the template and

between templates
In 11g use Style Templates to control the
template styles

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