Professional Documents
Culture Documents
Contents
Introduction to BI Publisher
BI Publisher Overview
Introduction to BI Publisher
It helps in creating Professional looking forms (In JDE Terminology- “Reports”) from JDE
Enterprise One without the help of any 3rd Party Tools (FormScape, CreateForm, Optio)
BI Tool is used in conjunction with JDE Report tool to make it more user-friendly,
interactive and deliver all types of highly formatted documents.
BI publisher tool can take data from any data source, can prepare templates in Word,
PDF,RTF etc and can be viewed online, published to a portal etc.
BI Publisher for JDE
Introduction to BI Publisher
Introduction to BI Publisher
…To these
BI Publisher for JDE
Introduction to BI Publisher
BI Publisher for JDE
BI Publisher Overview
As we know, JDE Reporting consists of 2 components: Data and Layout.
1) Data – In BIP, Data comes in the XML Form, as shown below.
BI Publisher for JDE
BI Publisher Overview
2) And Layout - Created by MS Word Document using the “Oracle BI Publisher” Menu or
in “Template Builder” Toolbar.
BI Publisher for JDE
BI Publisher Overview
At RunTime, the Data and Layout is merged, to produce a BI Report.
XML FORM
BIP REPORT
RTF TEMPLATE
BI Publisher Overview
The BI Publisher Object Repository uses three types of objects to create, upload, update,
copy, and delete BI Publisher objects.
• Templates
• Transformations
• Translations
Transformations
• BI Publisher transformations are eXtensible Stylesheet Language (XSL) templates that are
used to map data and transform an XML file into another XML file with a different format.
This is beneficial when, for example, you use a template that was created using different
field names and you need to map those field names to JD Edwards Enterprise One-specific
field names.
Translations
• Translations are XML files that are created to translate static text of the template into other
languages. You can think of translations as a list of words on a template that are translated
from one language, typically English, to another language at runtime. Translations are
available for RTF templates only.
BI Publisher Overview
This is an example of an XML file that translates the static text of an English RTF template to
German.
Design Aid :
Use Microsoft Word, Microsoft Excel, Adobe Acrobat, Adobe Flex Builder, or XML IDEs
to design layouts
Login directly from Word to the BI Publisher Server to browse reports, extract latest
report data and upload or modify layouts
Preview report in PDF, HTML, Excel, RTF.
Format Report Output using Color, Fonts and Graphics.
Easy to use Chart Builder, Table Wizard, Table/Forms insert, Cross-tab Builder
Distribute reports via email
Burst a report to a variety of recipients based on data driven metrics or distribution
lists.
Document Generation :
Output formats: PDF, HTML, Excel, RTF, CSV.
Batch report generation
BI Publisher for JDE
Integration :
J. D. Edwards
Application Integration
E-Business Suite
PeopleSoft
Oracle BI Enterprise Edition
BI Publisher for JDE
6. Design the template using BI Publisher Template Builder Tools and preview the output
7. Once the template is done, upload the template back to the XML Publisher Object
End Date : Do not enter an end date if the object is to be used indefinitely. Enter
an end date only if the object is to be used for a specific period of time.
Embedded BI Publisher Process
Create a BI Publisher Report Definition
Click Add in OMW and select Report Definition
After defining Form fields, Click Next to go to next form Add Report Definition – Languages and Output Types
Leave this option blank to prompt the user with the available
output, delivery, and language options when submitting the
report definition to BI Publisher. If blind submission is selected,
the user is not allowed to change the report definition options
when submitting the report definition.
Enter the name of the Report Design Aid (RDA) report template
that is used to generate data for the report definition.
A report definition can burst on any level break section defined within
the batch or report version that is used as its source of data.
Typically, when you burst a report, you break on a level break header
section. The field must contain the complete XPath as it appears in
the XML data output that was created from the batch process. Eg.
/R42565/Phase_1___Build_Work_File_S1/Detail_Line_1_Section_S2_G
roup/On_Payment_Terms_S3
When you open Microsoft Word after installing the Template Builder you will notice the Oracle BI Publisher menu
and the BI Publisher toolbar.
The toolbar and the menu provide two methods of performing many of the same functions, including:
Right Click “E” Placeholder and Go to Properties and click Add Help Text. You can see XML tag
<?end for-each?> – Closing tag of for-each loop
Embedded BI Publisher Process
Grouping for each Header Section (On Payment Terms)
Insert a Form Field in the top of the page & Go to
properties of the Form Field
Type <?for-each@section:On_Payment_Terms_S3?>
Name : xdo-font.Code128bWin.normal.normal
Type : Text
Value : truetype.C:\WINDOWS\Fonts\Code128bWin.ttf
Embedded BI Publisher Process
Preview the BI Output
Preview the BI Output in PDF, RTF, Excel, HTML
Embedded BI Publisher Process
Preview the BI Output
Embedded BI Publisher Process
Upload the Template
To upload the Template, select the XML Publisher Object and click design
Click ok. It will popup a message “Would you like to upload the file again” Click Yes
Upload the Template and click ok again
Embedded BI Publisher Process
Submit the BI Report Definition
Type RD in Report Definition and select the RD
Click Submit
To View the RD Output, Go to Form Submitted RD Jobs
Select the Job and click View RD Output
In Report Definition Output Repository, all the outputs will be displayed
Select the output and click View Output
BI Publisher for JDE
Useful Documents
http://www.scribd.com/doc/13427210/Using-Oracle-BI-Publisher-to-Create-JD-Edwards-
Enterprise-One-Reports
http://www.thoelen.net/doc/bi.1013/b40017/toc.htm
http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html
http://www.webreference.com/programming/xml_24/
BI Publisher for JDE