Oracle E-Business Suite Release 11i Discoverer & BI Publisher

Full Spectrum Reporting
Tim Sharpe

Release 11i Workshops
Dallas, TX • Santa Clara, CA Cincinnati, OH • Denver, CO • Atlanta, GA Detroit, MI • Las Vegas, NV www.solutionbeacon.com

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Agenda
u Typical Reporting Needs
l Dynamic l Static

u Overview
l Discoverer l BI Publisher

u Compare/Contrast u Summary, Additional Resources u Questions and Answers

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Dynamic Reporting
u Ad Hoc Queries (on the fly) u Analytics
l l l l Dimensionality Time Series Analysis Data Slicing Hierarchical Drilling

u Business Intelligence u Data Mining u Layout Flexibility u Spreadsheet Functionality

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Static Reporting
u Richly Formatted Reports u Executive Reports u Financial Statements u Government Forms u Marketing Materials u Contracts u Checks u Labels u EDI Files

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Dynamic Reporting

Discoverer 10g

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Discoverer Overview
Component Puzzle u Administrator u EUL & Catalog u End User Tools
l Desktop, Plus & Viewer

u Portlets & Portlet Provider
l Oracle Application Server

u Oracle Database at center
l l Internal Data External Data
u DB links, Gateways

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Discoverer Overview
Administrator Provides Management of Infrastructure u EULs
l Container

u Business Areas
l Access Control Structures

u Individual Components
l l l l Folders Conditions Joins Etc.

u Security & Privileges
l Users & Responsibilities
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Discoverer Overview
Administrator (cont.) u Business Area Components
l l l l l l l l Folders - represent tables, views, queries Items – fields Conditions – where clause Hierarchies - drilling Item Lists – LOVs Calculations – custom fields Joins – between folders Summaries – pre-aggregations

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Discoverer Overview
End User Tools u Desktop
§ § § § § § § Self contained Client/Server design OS Dependent Full Functionality Java Powered Web Based, OS Independent Most Functionality

u Plus

u Viewer
§ Web Based, OS Independent l Minimal Functionality
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Discoverer Overview
Desktop, Plus u Create/Save Workbooks, Multiple Worksheets
l Tabular, Crosstab

u Select Items from Folders
l Top, Side or Page

u Apply Conditions, Parameters u Create Calculations u Colors, Formats, Graphs u Share Workbooks u Schedule Runtimes u Export Results to Excel, HTML, Text, CSV, XML, PDF
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Discoverer Overview
Viewer u Minimal Functionality
l View Existing Workbooks l Re-arrange Fields l Change Parameter Values

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Discoverer Overview
Portlets and Portlet Provider u Single Point of Entry u Java BI Beans u Components of Oracle Application Server

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Discoverer Overview
Portlet & Portlet Provider u Fully Web Enabled u Multiple Reports in Single View u Personalizable u Dashboards u Combine Multiple Sources

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Static Reporting

BI Publisher
Formerly XML Publisher

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BI Publisher Overview
Components u BI Publisher Engine u Report Templates u EDI Templates u Template Builder u XML Data from Anywhere u Formatted Output in HTML, RTF, Excel, PDF, EDI, etc. u Deliver via Email, Fax, Printer, Web Portal, etc.
XML Data
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Report Templates

XSL

XML

EFT

Report Output

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BI Publisher Overview
BI Publisher Engine u Merges XML Data with Report Template u Provides Java- based Delivery Mechanism u Stand-Alone u 11i Version
§ Concurrent Process § Template Manager § Reports § Data

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BI Publisher Overview
Report Templates Create with MS Word or Adobe Acrobat u MS Word
§ Field Codes § Template Markup Syntax

u Acrobat
l Typically Modify Existing Doc l Template Markup Syntax

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BI Publisher Overview
EDI Templates u MS Word u Special RTF Tables u Produces Flat Files for EDI

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BI Publisher Overview
Template Builder u MS Word Plug-in u Wizards, Drag-and-Drop u Report Preview u Simplifies Template Creation

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BI Publisher Overview
XML Data u Any Valid Source u Produced from
§ § § § § § § § Oracle Reports Discoverer PL/SQL Scripting Etc. More than one template Data subsets Variable outputs

u Multiple Uses

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BI Publisher Overview
Formatted Output u Rich Text Formatting u Precision & Control u Interactivity § Conditions & Parameters § Sort § Hide Columns u Conditional Formatting u Formulas, Functions u Advanced Charting

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BI Publisher Overview
Formatted Output - Examples ü Checks

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BI Publisher Overview
Formatted Output - Examples ü Checks ü Invoices

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BI Publisher Overview
Formatted Output - Examples ü ü ü Checks Invoices Purchase Orders

© 2007 Solution Beacon, LLC. All Rights Reserved.

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BI Publisher Overview
Formatted Output - Examples ü ü ü ü Checks Invoices Purchase Orders Government Forms

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BI Publisher Overview
Formatted Output - Examples ü ü ü ü ü Checks Invoices Purchase Orders Government Forms Tax Documents

© 2007 Solution Beacon, LLC. All Rights Reserved.

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BI Publisher Overview
Formatted Output - Examples ü ü ü ü ü ü Checks Invoices Purchase Orders Government Forms Tax Documents Financial Reports

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BI Publisher Overview
Formatted Output - Examples ü ü ü ü ü ü ü Checks Invoices Purchase Orders Government Forms Tax Documents Financial Reports Dashboards

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BI Publisher Overview
Report Delivery
Data Source Layout Output
PDF

Delivery
Email

Oracle DB, MS SQL Server

RTF

Printer
HTML

Oracle 11i, PeopleSoft, SAP, Siebel

BI Publisher
XSL

Excel

Fax

XML

Oracle Reports, PL/SQL, Java, Perl, etc

Templates

WebDAV
EDI

EFT

WWW

Web Services

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Discoverer vs BI Publisher
Compare/Contrast
Discoverer
Web Enabled Data Security 11i Integration Scheduling Advanced Analytics User Driven Advanced Formatting Report Delivery

BI Publisher a a a a

a a a a a a

a a

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Discoverer & BI Publisher
Summary & Additional Resources Discoverer
u Dynamic u Analytics u User Driven

BI Publisher
u Static u Formatting u Delivery

Oracle Business Intelligence Discoverer Administration Guide Oracle Business Intelligence Discoverer Desktop User's Guide http://www.oracle.com/technology/documentation/discoverer.html Introduction to BI Publisher http://www.oracle.com/technology/products/xml-publisher/index.html BI Publisher Users Guide & Developers Guide http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html

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Questions and Answers
T h a n k y o u !

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R e a l S o lu t io n s

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t h e

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o r ld .

â

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Release 11i Workshops
Dallas, TX • Santa Clara, CA Cincinnati, OH • Denver, CO • Atlanta, GA Detroit, MI • Las Vegas, NV www.solutionbeacon.com