Oracle BI Publisher

BI Publisher

Edi Yantoedi.y4nto@gmail.com

Oracle Applications Technical Consultant

Reporting System with

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Objective

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

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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

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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

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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

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Oracle BI Publisher

Oracle BI Publisher is a new Java-based product available with the technology stacks of EBS, PeopleSoft, Siebels, JD Edwards and BI Enterprise Edition (OBIEE). It provides users with:

• A template-based, easy-to-use publishing solution

• A tool to rapidly develop and maintain report formats

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Oracle BI Publisher Concept

• Separate data / layout / translation

Reportoutput

Data Logic

Layout

TranslationBI Publisher

XML EFT

Rapid DevelopmentGreater FlexibilityReduce Maintenance Cost

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… from Data to Destination …

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Extract Once, Publish Many Times

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Oracle BI Publisher Architecture

DeliveryServerData

SQL

XML

WebServices

Oracle Report

Template

Translation

XLIFF

XSL

XML

TranslationCatalogs

DataHandler

Template Manager

Translation Handler

PDF Word Excel More…

XML

EFT

Email

Printer

Fax

Repository

e-Commerce

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Oracle BI Publisher Technology

Open Standard Technologies

• Pure Java

• Pluggable data in XML

• Output format in PDF, RTF, HTML and EXCEL

• W3C XSL-FO implementationAdded Value:– Performance– Security– MLS and Extensions to FO

• Support for Internet Printing Protocol, WebDAV, Internet Fax Protocol, and SMTP

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Performance and Scalability

Stream-based Implementation:

• Reduces memory footprint

• Handles large XML input files

• Is the fastest XSL-FO Implementation

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Sample Outputs

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Financial Reports

What Do You Want To Publish Today ?

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Business Reports

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Invoices

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Purchase Orders

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Sales Orders

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Government Forms

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Tax Forms

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Electronic Payments EFT / EDI

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Or Maybe…. All Of Them

One Solutions for All Your Business Documents

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Why Oracle BI Publisher ?

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Complex Reporting Environments

EFT/EDI

CostlyComplex SystemsExpensive MaintenanceTime ConsumingLabor Intensive

• 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

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Single Solution Environment

• Utilizing Oracle BI Publisher

• Apps Integrated Publishing Solutions

Meet Business RequirementsRemove ComplexityReduce Maintenance CostReduce Total Cost

XML / EFT / EDI

Reports

Checks

Labels

Destinations

Invoices

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Benefits to Stakeholders

Development• Focus on data provisioning

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

End User• Consistent user interface• Report in multiple formats• Language and locale options • Multiple delivery channels

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Classic Report Customization

• 1 data set : 10 layouts : 30 languages >> 300 reports

• Requires high skilled engineers for customization

High Maintenance CostHigh Customization CostDifficult UpgradeLess Flexibility

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Classic Report Customization (Con.)

Data logic Layout

TranslationReport file

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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

XML DataReport Output

XSL

XML EFT

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Benefits of BI Publisher

• Meet Business Requirements

• Flexibility

• Reduce Complexity

• Reduce Maintenance

• Reduce Costs

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Oracle BI Publisher Usage

It’s everywhere…

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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

R T FR T F

P D FP D F

Excel

X S L

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Template Styles Available

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Designing the Layout

The RTF layout can be designed using the Standard features in Word.

• Select the size, font, and alignment of text

• Insert bullets and numbering

• Draw borders around paragraphs

• Include a watermark

• Include images (jpg, gif,)

• Use table auto formatting features

• Insert a header and footer

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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

Multiple Font Support• 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.)

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Security

BI Publisher allows the user to produce secure PDF output, with security levels covering the following

• Read only / Editable

• Copy Text

• Printable

• Password Protection

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Associating the XML Data

Data Element:

To create the data element we need to add the Forms toolbar.

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Text Form Field

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

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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?>

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Headers and Footers

There are 2 ways to define headers and footers:

• Native word headers

• Header Template

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Conditional Formatting

Conditional Format Statements:

• if

• if-then-else

• choose-when-otherwise

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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($_XDOCTX,‘variable name', xdoxslt:get_variable($_XDOCTX,‘variable name')+element name)

Get Value<?xdoxslt:get_variable($_XDOCTX, ‘variable name')?>

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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;'element'?><?add-page-total:dt;‘DEBIT'?>

Displaying Page Total <?show-page-total:TotalFieldName;'number-format'?><?show-page-total:dt;$#,##0.00; ($#,##0.00)’?>

Sorting<?sort:element name?>

Page Breaks<?split-by-page-break:?>

Last Page Only<?start@last-page:body?><?end body?>

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Others Formatting (Con.)

Conditional High Lighting with Text Decoration<xsl:attribute xdofo:ctx="block" name="font-weight">bold</xsl:attribute>

Oracle Number Format Mask<?format-number:fieldname;’999G999D99’?>

Oracle Date Format Mask<?format-date:fieldname;’MASK’?>Mask Output for US Locale– SHORT 2/31/99– MEDIUM Dec 31, 1999– LONG Friday, December 31, 1999– SHORT_TIME 12/31/99 6:15 PM– MEDIUM_TIME Dec 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, 1999 6:15 PM GMT– LONG_TIME_TZ Friday, December 31, 1999 6:15 PM GMT

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XPATH Notations

Notation Meaning

. Current Node

.. Parent

// All elements in the XML document

/ Descendants

@ Attribute

[ ] To Specify Conditions

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Extended SQL and XSL Functions

Syntax:

<?xdofx:expression?>

Examples:

<?xdofx:rpad(FIRST_NAME||LAST_NAME),30,'x')?>

<?xdofx:decode('xxx','bbb','ccc','xxx','ddd')?>

<?xdofx:Instr('abcabcabc','a',2)?>

<?xdofx:upper(char)?>

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Register and Submitting Oracle BI Publisher

Process Overview:– Set up the XML Publisher Administrator responsibility.– Set the E-Business Suite report to generate XML output.– Register the E-Business Suite report as a Data Definition with

XML Publisher.– Design the template and Register the template in the

Template Manager. – Run the Standard program to obtain the XML data file.– Run the XML Report Publisher request to merge the data with

the template.

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XML Publisher Responsibility

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Define Data Logic

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Register Data Logic

Physical Report File NameConcurrent Program name

Output Format : XML

Set the output type for any Oracle Seeded Report program to XML

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TRX_NUMBER

<?TRX_NUMBER?>

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Register Data Logic as a Data Definition in XML PublisherC

oncurrent Program

Short

name

(N): XML Publisher Administrator-> Data Definition-> Create Data Definition

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Template File

Data Definition

Register Layout as a Template in XML Publisher

(N): XML Publisher Administrator-> Template-> Create Template

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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.

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Submit Registered Data Logic Program

Concurrent Program Name

Template Name

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Concurrent Program XML Output

XML Tags

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Next Actions

• Demo of Oracle BI Publisher features• Practice Oracle BI Publisher reporting tool

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Demo

• Overview Template Builder

• Invoice

• Localization and Translation

• Chart and Cross Tab

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Summary

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

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References

• http://www.oralce.com/technology/products/xml-publisher/index.html

• http://www.oracle.com/technology/products/xml-publisher/xmlpsamples.html

• http://blogs.oracle.com/xmlpublisher/

• http://www.ediyanto.co.cc / http://ediyanto83.wordpress.com

• http://www.slideshare.net/ediyanto83

• http://w3schools.com/

• http://metalink.oracle.com

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