oaug winter series_bi publisher_v4 0

7/29/2019 OAUG Winter Series_BI Publisher_V4 0

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BI Publisher in Oracle EBS R12:

What it is, its evolution,and how to use it

Presented by:

Bob Bullman, BizTech


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Session Objectives

What is Bi Publisher? Historical perspective

Seeded functionality

Options for creating new reports Bi Publisher in Action

- Creating a quick report

- Extracting into Excel- Making changes to output using Word as editor


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Oracle Reports Options

Seeded report discussion Oracle seeded reports were mainly RDFs for Years

Some C reports (MRP Outputs)

11i and R12 BI Publisher Spawned (11i often required adding an after

report trigger)

- Receipt traveler - Pick Slip- Statements - Packing Slip

PL/SQL Packages with delimiters

BI Publisher


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Simplified Self-Service ReportingBI (XML) Publisher

Put reporting in the hands ofthe business user

Create report formats usingdesktop tools (Adobe

Acrobat, MS Word, MS Excel,and XSL Editors)

Publish in any format, to theweb and electronically

Drive reporting consistencywith one source of data

Benefits

Replaces most standard reports

with data extracts and

templates

Merges custom templates and

data extracts at run-time

Delivers output in PDF, HTML,

RTF, Excel (HTML), or text for

use with EFT and EDI

transmissions

Reporting Evolution

Oracles new XML Publisher is visionary and empowers end users. This new capabilitygives customers the look and feel of Excel with a desktop publishing look to reports, and

enables users to create their own reports, minimizing the dependency on the IT staff.

-- Sean Malinski, Accenture Partner, GlobalBusiness Solutions - Oracle Practice


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Oracle Report Developer

RDFs Difficult tool to use even for technical resources

Required moving an RDF from Server to Desktop

Required when needing to change data model andlayout

This is what standard EB used for most reports

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Oracle Reports

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Significant learning curve to get proficient Powerful but complicated tool to use


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What is BI Publisher?

Initially released as XML Publisher 5.5 withOracle E-Business Suite 11.5.10

Released as two products

XML Publisher (Desktop) XML Publisher (Server)


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XML Publisher 5.5 (Desktop)

Add-in for Microsoft Word Provides the ability to:

Import XML or SQL source

Lay out a report template using standardMicrosoft Word formatting

Preview and run the report within Word


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XML Publisher

Released in April 2006 Updated Template Builder add-in

Latest Version integrates Desktop and Server

into a single release called XML PublisherEnterprise

Extended to Oracle, Peoplesoft and JDEdwards


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XML Publisher Enterprise


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On-Line Transaction Processing (OLTP): technology used to perform updates on operational or

transactional systems (e.g., point of sale systems)

On-Line Analytical Processing (OLAP):

technology used to perform complex analysis of thedata in a data warehouse

OLAP is a category of software technology that enables analysts,

managers, and executives to gain insight into data through fast,consistent, interactive access to a wide variety of possible views ofinformation that has been transformed from raw data to reflect the

dimensionality of the enterprise as understood by the user.[source:OLAP Council: www.olapcouncil.org]

OLTP vs OLAP


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Multidimensional Data

10

47

30

12

Juice

Cola

Milk

Cream

Sales

Volume

as a

functionof time,

city and

product3/1 3/2 3/3 3/4

Date


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BI Publisher Output Formats

RTF (for modifiable documents such ascontracts, or marketing letters)

PDF (for printing)

Excel (for financial reporting) HTML (for web delivery)

XML, EDI or EFT


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Rich Text Format (RTF) is a specification used by common word processing

applications, such as Microsoft Word. When you save a document, RTF is a filetype option that you select.

BI Publisher's RTF Template Parser converts documents saved as the RTF filetype to XSL-FO. You can therefore create report designs using many of yourstandard word processing application's design features and BI Publisher willrecognize and maintain the design.

During design time, you add data fields and other markup to your templateusing BI Publisher's simplified tags for XSL expressions. These tags associatethe XML report data to your report layout. If you are familiar with XSL andprefer not to use the simplified tags, BI Publisher also supports the use of pureXSL elements in the template.

In addition to your word processing application's formatting features, BI

Publisher supports other advanced reporting features such as conditionalformatting, dynamic data columns, running totals, and charts.

Creating an RTF Template


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Creating customized reports using XML Publisher can be divided into two phases:

Design Time and Runtime.Design Time

1. Register the E-Business Suite report as a Data Definition in the Template Manager.

Create a Data Definition in the Template Manager for E-Business Suite reports that

you wish to customize using XML Publisher.

2. Design your template.

Your template files can be either in Rich Text Format (RTF) or Portable Document

Format (PDF).3. Register your Template in the Template Manager.

When you create the template in the Template Manager, you register and upload

your RTF or PDF template files. The Template must be assigned to the Data

Definition Code of the E-Business Suite report with which it will be merged.

Runtime

1. Set the concurrent program to generate XML.2. Run the concurrent program using standard request submission.

If you are using the Submit Request form, the Layout field of the Upon

Completion region displays the currently selected template. To change the

template, template language, or output format select the Options button.

Process Overview


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Install the sample - steps

1. Create Concurrent Program2. Create Data Definition (Create XML)

3. Create Template (Create RTF)

4. Add to Request Group

5. Test Report (PDF or Excel)

6. Run reapply

7. Review XML Data


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Create Concurrent Program


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Responsibility XML Pub.


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Create a Data Definition

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Basic SQL (.xml)

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select msi.organization_id ORG, msi.segment1 ITEM, msi.description ITEM_DESC

from mtl_system_items_b MSI

]]>

-

-


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Create Template

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Create and edit using MS Word

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Here is the link to the data tag

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Add to a Responsibility Group

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Review Output

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Re-Publisher

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Saves run time!

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Recap and steps for changes

Create Concurrent ProgramCreate Data Definition

-Update XML

Create Template-Upload RTF

Add to Request Group

Test Report (PDF or Excel)


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Using A Stored Procedure!

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Depends on what your used to. Extremely fast

Can use Toad

Will need to following code control


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Printing Bar Codes

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Very important Option

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You can see the data stream

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* For AP checks into in the log as a non-wrapped line.


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Invoice(+) - System Admin Setups


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Copy Seeded New Invoice Print

C t E t bl th t


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Create new Executable that

points to a new RDF


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Create Data Definition (empty)


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Create Template


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Install the AR Invoice - XML

Create Concurrent Program Create Data Definition

Update XML (N/A)

Create Template Upload RTF

Add to Request Group

Test Report (PDF or Excel)


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Changing the Purchase Order Layout

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Installing BI Publisher Template Builder


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Uses for BI Publisher

Any Output that Outward Facing PO Purchase Orders

PO Requests for Quotation

AP Checks

AP 1099 forms

AR Statements

AR Dunning Letters OM Shipping Documentation

For standardization of PDF output, ensure PASTA drivers havebeen installed and configured on your instance


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AP Checks


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Supplier Outstanding Balance analysis

S li O t t di B l (G d


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Supplier Outstanding Balance (Grouped

and Totaled by Currency)


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BI Publisher & Release 12

BI Publisher is here to stay 870 templates for more than 60 modules included

with baseline Release 12

Oracle is currently migrating the remaining reports to XML

Publisher

More than 2000 templates should be available later this

year

R12 also includes a set of libraries to move custom

reports to a data template and layout template

These libraries are the same as Oracle is using for

report migration


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BI Publisher on the Blog

http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-

chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-

and-reduce-your-inventory-levels/
http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/http://www.biztech.com/blog/2012/12/oracle-e-business-%e2%80%93-supply-chain-%e2%80%93-how-to-use-oracle-bi-publisher-based-reporting-to-analyze-and-reduce-your-inventory-levels/


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Any Questions?

Bob Bullman

Director, Oracle Applications

[email protected]

Thank you for your time, and special thanks to the OBI

Special Interest Group for supporting this session.
mailto:[email protected]:[email protected]:[email protected]

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