Discoverer & BI Publisher

Release 11i WorkshopsDallas, TX • Santa Clara, CA

Cincinnati, OH • Denver, CO • Atlanta, GADetroit, MI • Las Vegas, NV

www.solutionbeacon.com

Tim Sharpe

Oracle EOracle E--Business SuiteBusiness SuiteRelease 11Release 11ii

Discoverer & BI PublisherDiscoverer & BI PublisherFull Spectrum ReportingFull Spectrum Reporting

22© 2007 Solution Beacon, LLC. All Rights Reserved.

Are you an OAUG Member?Are you an OAUG Member?

Member Benefits include:Member Benefits include:

uu AdvocacyAdvocacy opportunities to influence Oracle on product enhancements, usabiopportunities to influence Oracle on product enhancements, usability, lity, new features, Oracle support, pricing and qualitynew features, Oracle support, pricing and quality

uu KnowledgeKnowledge that showcases the latest trends and techniques used by industrythat showcases the latest trends and techniques used by industryleaders through our national and regional events and our publicaleaders through our national and regional events and our publications, such as tions, such as OAUG Insight magazineOAUG Insight magazine

uu CommunicationCommunication with other OAUG members worldwide through participation in with other OAUG members worldwide through participation in OAUG committees, leadership positions, interaction with Oracle COAUG committees, leadership positions, interaction with Oracle Corporation's orporation's user initiatives, frequent member surveys, and Oracle managementuser initiatives, frequent member surveys, and Oracle management briefingsbriefings

uu EducationEducation through the hundreds of careerthrough the hundreds of career--enhancing presentations in our enhancing presentations in our conference paper database archive, as well as discounts to confeconference paper database archive, as well as discounts to conferences and rences and Oracle educationOracle education

uu NetworkingNetworking with Oracle customers, industry experts, thirdwith Oracle customers, industry experts, third--party software firms, party software firms, and other Oracle Applications specialists through our Member Datand other Oracle Applications specialists through our Member Database and abase and Online Vendor DirectoryOnline Vendor Directory

Global Users. Global Solutions.Global Users. Global Solutions.


AgendaAgenda

uu Typical Reporting NeedsTypical Reporting Needsll DynamicDynamic

ll StaticStatic

uuOverviewOverview

ll DiscovererDiscoverer

ll BI PublisherBI Publisher

uuCompare/ContrastCompare/Contrast

uuSummary, Additional ResourcesSummary, Additional Resources

uuQuestions and AnswersQuestions and Answers


Dynamic ReportingDynamic Reporting

uuAd Hoc Queries (on the fly)Ad Hoc Queries (on the fly)

uuAnalyticsAnalyticsll DimensionalityDimensionality

ll Time Series AnalysisTime Series Analysis

ll Data SlicingData Slicing

ll Hierarchical DrillingHierarchical Drilling

uuBusiness IntelligenceBusiness Intelligence

uuData MiningData Mining

uu Layout FlexibilityLayout Flexibility

uuSpreadsheet FunctionalitySpreadsheet Functionality


Static ReportingStatic Reporting

uuRichly Formatted ReportsRichly Formatted Reports

uuExecutive ReportsExecutive Reports

uu Financial StatementsFinancial Statements

uuGovernment FormsGovernment Forms

uuMarketing MaterialsMarketing Materials

uuContractsContracts

uuChecksChecks

uu LabelsLabels

uuEDI FilesEDI Files


Dynamic ReportingDynamic Reporting

Discoverer 10Discoverer 10gg


Discoverer OverviewDiscoverer OverviewComponent PuzzleComponent Puzzle

uuAdministratorAdministrator

uuEUL & CatalogEUL & Catalog

uuEnd User ToolsEnd User Toolsll Desktop, Plus & ViewerDesktop, Plus & Viewer

uuPortlets Portlets & & Portlet Portlet ProviderProviderll Oracle Application ServerOracle Application Server

uuOracle Database at centerOracle Database at center

ll Internal DataInternal Data

ll External DataExternal Data

uuDB links, GatewaysDB links, Gateways


Discoverer OverviewDiscoverer OverviewAdministratorAdministrator

Provides Management of InfrastructureProvides Management of Infrastructure

uuEULsEULsll ContainerContainer

uuBusiness AreasBusiness Areasll Access Control StructuresAccess Control Structures

uu Individual ComponentsIndividual Components

ll FoldersFolders

ll ConditionsConditions

ll JoinsJoins

ll Etc.Etc.

uuSecurity & PrivilegesSecurity & Privilegesll Users & ResponsibilitiesUsers & Responsibilities


Discoverer OverviewDiscoverer OverviewAdministrator (cont.)Administrator (cont.)

uuBusiness Area ComponentsBusiness Area Componentsll Folders Folders -- represent tables, views, queriesrepresent tables, views, queries

ll Items Items –– fieldsfields

ll Conditions Conditions –– where clausewhere clause

ll Hierarchies Hierarchies -- drillingdrilling

ll Item Lists Item Lists –– LOVsLOVs

ll Calculations Calculations –– custom fieldscustom fields

ll Joins Joins –– between foldersbetween folders

ll Summaries Summaries –– prepre--aggregationsaggregations


Discoverer OverviewDiscoverer OverviewEnd User ToolsEnd User Tools

uuDesktopDesktop§§ Self containedSelf contained

§§ Client/Server designClient/Server design

§§ OS DependentOS Dependent

§§ Full FunctionalityFull Functionality

uuPlusPlus§§ Java PoweredJava Powered

§§ Web Based, OS IndependentWeb Based, OS Independent

§§ Most FunctionalityMost Functionality

uuViewerViewer§§ Web Based, OS IndependentWeb Based, OS Independent

ll Minimal FunctionalityMinimal Functionality


Discoverer OverviewDiscoverer OverviewDesktop, PlusDesktop, Plus

uuCreate/Save Workbooks, Multiple WorksheetsCreate/Save Workbooks, Multiple Worksheetsll Tabular, CrosstabTabular, Crosstab

uuSelect Items from FoldersSelect Items from Foldersll Top, Side or PageTop, Side or Page

uuApply Conditions, ParametersApply Conditions, Parameters

uuCreate CalculationsCreate Calculations

uuColors, Formats, GraphsColors, Formats, Graphs

uuShare WorkbooksShare Workbooks

uuSchedule RuntimesSchedule Runtimes

uuExport Results to Excel, HTML, Text, CSV, XML, Export Results to Excel, HTML, Text, CSV, XML, PDFPDF


Discoverer OverviewDiscoverer OverviewViewerViewer

uuMinimal Functionality Minimal Functionality ll View Existing WorkbooksView Existing Workbooks

ll ReRe--arrange Fieldsarrange Fields

ll Change Parameter ValuesChange Parameter Values


Discoverer OverviewDiscoverer OverviewPortletsPortlets and and PortletPortlet ProviderProvider

uuSingle Point of EntrySingle Point of Entry

uu Java BI BeansJava BI Beans

uuComponents of Oracle Components of Oracle Application ServerApplication Server


Discoverer OverviewDiscoverer OverviewPortletPortlet & & PortletPortlet ProviderProvider

uu Fully Web EnabledFully Web Enabled

uuMultiple Reports in Single Multiple Reports in Single ViewView

uuPersonalizablePersonalizable

uuDashboardsDashboards

uuCombine Multiple SourcesCombine Multiple Sources


Static ReportingStatic Reporting

BI PublisherBI PublisherFormerly XML PublisherFormerly XML Publisher


BI Publisher OverviewBI Publisher OverviewComponentsComponents

Report Templates

XML Data

Report Output

XSL

XML EFT

uuBI Publisher EngineBI Publisher Engine

uuReport TemplatesReport Templates

uuEDI TemplatesEDI Templates

uu Template BuilderTemplate Builder

uuXML Data from XML Data from AnywhereAnywhere

uu Formatted Output in Formatted Output in HTML, RTF, Excel, HTML, RTF, Excel, PDF, EDI, etc.PDF, EDI, etc.

uuDeliver via Email, Fax, Deliver via Email, Fax, Printer, Web Portal, etc.Printer, Web Portal, etc.


BI Publisher OverviewBI Publisher OverviewBI Publisher EngineBI Publisher Engine

uuMerges XML Data with Merges XML Data with Report TemplateReport Template

uuProvides JavaProvides Java--based based Delivery MechanismDelivery Mechanism

uuStandStand--AloneAlone

uu 11i Version11i Version

§§ Concurrent ProcessConcurrent Process

§§ Template ManagerTemplate Manager

§§ ReportsReports

§§ DataData


BI Publisher OverviewBI Publisher OverviewReport TemplatesReport Templates

Create with MS Word or Create with MS Word or Adobe AcrobatAdobe Acrobat

uuMS WordMS Word§§ Field CodesField Codes

§§ Template Markup SyntaxTemplate Markup Syntax

uuAcrobatAcrobatll Typically Modify Existing Typically Modify Existing

DocDoc

ll Template Markup SyntaxTemplate Markup Syntax


BI Publisher OverviewBI Publisher OverviewEDI TemplatesEDI Templates

uuMS WordMS Word

uuSpecial RTF TablesSpecial RTF Tables

uuProduces Flat Files for Produces Flat Files for EDIEDI


BI Publisher OverviewBI Publisher OverviewTemplate BuilderTemplate Builder

uuMS Word PlugMS Word Plug--inin

uuWizards, DragWizards, Drag--andand--DropDrop

uuReport PreviewReport Preview

uuSimplifies Template Simplifies Template CreationCreation


BI Publisher OverviewBI Publisher OverviewXML DataXML Data

uuAny Valid SourceAny Valid Source

uuProduced fromProduced from§§ Oracle ReportsOracle Reports

§§ DiscovererDiscoverer

§§ PL/SQLPL/SQL

§§ ScriptingScripting

§§ Etc.Etc.

uuMultiple UsesMultiple Uses

§§ More than one templateMore than one template

§§ Data subsetsData subsets

§§ Variable outputsVariable outputs


BI Publisher OverviewBI Publisher OverviewFormatted OutputFormatted Output

uuRich Text FormattingRich Text Formatting

uuPrecision & ControlPrecision & Control

uu InteractivityInteractivity

§§ Conditions & Conditions & ParametersParameters

§§ SortSort

§§ Hide ColumnsHide Columns

uuConditional FormattingConditional Formatting

uu Formulas, FunctionsFormulas, Functions

uuAdvanced ChartingAdvanced Charting


BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples

üü ChecksChecks



üü ChecksChecks

üü InvoicesInvoices



üü ChecksChecks


üü Purchase OrdersPurchase Orders



üü ChecksChecks



üü Government FormsGovernment Forms



üü ChecksChecks




üü Tax DocumentsTax Documents



üü ChecksChecks





üü Financial ReportsFinancial Reports



üü ChecksChecks





üü Financial ReportsFinancial Reports

üü DashboardsDashboards


BI Publisher OverviewBI Publisher OverviewReport DeliveryReport Delivery

Web Services

Templates

XML

EDI

EFT

Email

Printer

Fax

WebDAV

WWW

Output Delivery

Oracle DB, MS SQL Server

Oracle 11i, PeopleSoft,SAP, Siebel

Oracle Reports,PL/SQL, Java,

Perl, etc

BI Publisher

Data Source

XSL

Layout

PDF

RTF

HTML

Excel


Discoverer Discoverer vsvs BI PublisherBI PublisherCompare/ContrastCompare/Contrast

aaaa11i Integration11i Integration

aaUser DrivenUser Driven

aaAdvanced AnalyticsAdvanced Analytics

aaaaWeb EnabledWeb Enabled

aaaaData SecurityData Security

aaaaSchedulingScheduling

aaReport DeliveryReport Delivery

aaAdvanced FormattingAdvanced Formatting

BI PublisherBI PublisherDiscovererDiscoverer


Discoverer & BI PublisherDiscoverer & BI PublisherSummary & Additional ResourcesSummary & Additional Resources

DiscovererDiscoverer

uu DynamicDynamic

uu AnalyticsAnalytics

uu User DrivenUser Driven

BI PublisherBI Publisher

uu StaticStatic

uu FormattingFormatting

uu DeliveryDelivery

Oracle Business Intelligence Discoverer Administration GuideOracle Business Intelligence Discoverer Desktop User's Guide

http://www.oracle.com/technology/documentation/discoverer.html

Introduction to BI Publisherhttp://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


Thank you!Thank you!Tim Sharpe

[email protected]


Real Solutions for the Real World.â

Questions and AnswersQuestions and Answers

Visit Our Booth#339to register for a W orld ClassW eekend Trip!

Release 11i WorkshopsDallas, TX • Santa Clara, CA

Cincinnati, OH • Denver, CO • Atlanta, GADetroit, MI • Las Vegas, NV


Got Oracle? Get the Book!

Installing, Upgrading and Maintaining

Oracle E-Business Suite Applications 11.5.10+

It’s available in the OAUG Bookstore or online!

Sign up for the Solution Beacon Newsletterwww.solutionbeacon.com