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Oracle Fusion - Ready : Automatically convert your Standard Reports to Oracle BI Publisher
Subraya Yeltimar ShenoySenior DirectorE Business Applications Development
Nadia BendjedouDirector – Product Strategy Applications Technology
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Best Practices & Common SenseMove to the Latest Applications ReleasesPrepare a Roadmap to Upgrade to Oracle Fusion ApplicationsInventory your Enterprise Assets
Rethink your Customization and Extension StrategyConsolidate your Master DataEmbrace SOA-Based IntegrationExtend your Business Intelligence Applications PortfolioAdopt Enterprise Reporting & PublishingSecure your Global EnterpriseCentralize your Applications Lifecycle Management
10 Things You Can Do Today to Prepare for Oracle Fusion Applications
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Leverage the Next Generation Technology TodayExtend the Value of Oracle Applications Unlimited
Adopt Enterprise Reporting & PublishingOracle Business Intelligence (BI) Publisher
Certified Today:
1. E-Business Suite2. PeopleSoft Enterprise3. JD Edwards EnterpriseOne4. Siebel
Crystal Reports
Actuate
Universal Batch Engine or Crystal
Oracle Reports
Oracle BI Publisher
Fusion Applications
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Agenda
• Overview of BI Publisher Architecture• E-Business Suite - Oracle Reports Migration• PeopleSoft - Crystal Reports Migration• Siebel - Actuate Reports Migration• Report Formatting : Oracle User Interface Standards
• Report Formatting : Configuration of Custom Standard Demo
• Why Migrate to BI Publisher• What Next ?• Q&A
Oracle BI Publisher Architecture
Report Output
Data
Layout
Translation
BI Publisher
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E-Business Suite – Oracle Reports Migration
E-Business Suite - Oracle Reports MigrationOracle Reports Architecture
Report Output
Reports Server
Oracle Report (RDF)
Data ModelLayout ModelParametersProgram UnitsReport Triggers
E-Business Suite - Oracle Reports MigrationMigration Architecture
Report Output
Data Template Generation
Layout Generation
Translation
BI Publisher
XDO Data Engine
XLIFF
Report Output
Data Template Generation
Layout Generation
Translation
BI Publisher
XDO Data Engine
XLIFF
E-Business Suite - Oracle Reports MigrationData Definition Template Generation
E-Business Suite - Oracle Reports Migration Data Definition Templates
• Data component that enables you to rapidly generate any kind of XML data structure against Oracle database in a scalable, efficient manner
• Consist of a list of elements that collectively define how XDO Data Engine will process the template to generate the XML.
• Basic Elements
• Data Queries
• Data Structures
• Data Triggers
• Parameters
• XDO Data Engine generate XML data output from XDO Data Definition Template
E-Business Suite - Oracle Reports Migration Data Definition Templates
Key Features• Single/Multiple data queries
• Query links
• Parameters
• Multiple data groups
• Aggregate function (SUM, AVG, MIN, MAX, COUNT).
• Formula/calculation columns.
• Event Triggers
• Flexfield support
E-Business Suite - Oracle Reports MigrationData Definition Template Generation
Oracle R
eport
Fields
Sub Reports
Report Triggers
Data Triggers
Data Structure
Data QueriesTem
plate Objects
Data Definition Template and supporting
packages
Program Units
Parameters
Data Source
Report Conversion – Oracle ReportsLayout Template Generation
Report Output
Data Template Generation
Layout Generation
Translation
BI Publisher
XDO Data Engine
XLIFF
E-Business Suite - Oracle Reports MigrationLayout Templates
A Layout Template is a layout definition of how a report or business document should look and feel without the actual data.
Templates need to be correlated with an XML data source - the fields that are embedded within the template need to associated with a data element
PDF, RTF and XSL templates are supported
Some Key Features of RTF Layout Template• Microsoft Word Formatting Support like Page breaks – break on groups,
Page Numbering, Alignment, Static and Dynamic TOC
• Data Reporting Support like Sorting and Conditional Formatting
• Form Field Support
• Table Support
• Advanced Design Options like XSL/FO Elements, SQL-Like Functions
E-Business Suite - Oracle Reports Migration
Oracle Report
Layout Template
RDF
E-Business Suite - Oracle Reports Migration Sample Report Examples
E-Business Suite - Oracle Reports Migration Sample Report Examples
E-Business Suite - Oracle Reports Migration Sample Report Examples
E-Business suite - Oracle Reports Migration Post Migration – Manual Steps
• Formula Fields based on Summary Fields• Non-standard User-Exits• Fine Tune the Layout• Resolve element dependency• Map User Parameters configured through report triggers• Break Orders
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PeopleSoft – Crystal Reports Migration
PeopleSoft - Crystal Reports Migration Crystal Reports Architecture
Report Output
Crystal Reports Engine
Crystal Report (RPT)
SectionsAreasSub ReportsFormula Fields
PSQuery
PeopleSoft - Crystal Reports Migration Migration Architecture
Report Output
Layout Generation
BI Publisher
TranslationXLIFF
PS Query
People Tools BIP Integration
PeopleSoft - Crystal Reports Migration Sample Report Examples
Current ReportSample
BI PublisherReport
Current ReportSample
BI PublisherReport
PeopleSoft - Crystal Reports Migration Sample Report Examples
PeopleSoft - Crystal Reports Migration Manual Tasks
• OLE Objects / Lines and Images• Fine tune the Layout• Dynamic Fields in Page Headers and Footers
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Siebel – Actuate Reports Migration
Siebel - Actuate Reports MigrationActuate Reports Architecture
Report Output
Actuate iServer
Report Object Library (ROL)
Report Design file (ROD)
Report Parameter (ROV)
Actuate Basic code (BAS)
Actuate Report
Report Object Instance (ROI)
Report Executable (ROX)
Siebel - Actuate Reports MigrationMigration Architecture
Report Output
Integration Object Generation
Actuate Layout Generation
BI Publisher
TranslationXLIFF
XDO Adapter Service
Siebel - Actuate Reports MigrationSample Report Examples
Siebel - Actuate Reports MigrationSample Report Example
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Reports Formatting: Oracle User Interface Standards
Report Formatting – Oracle UI StandardsWhy use Standards?
• Usability : Oracle Applications users expect reports that are accurate, thorough and easy to read
• Consistency : A user who is already familiar with other Oracle Applications reports should be able to understand a novel reportquickly, without relearning report reading skills
Report Formatting – Oracle UI Standards Report Parameters
Report Formatting – Oracle UI Standards Headers
Report Formatting – Oracle UI Standards Report Parameters
Report Formatting – Oracle UI Standards Data
Report Formatting – Oracle UI Standards End of Report
Report Formatting – Oracle UI Standards Data Formatting
• Numbers• Number Formatting Function• Leading Zeros• Use of the Radix Character • Alignment of Radix• Negative Numbers • Unit of Measure • Currency Formatting & Currency Codes • Single-Multi Currency Reports
• Dates• Extract dates in XSD format• Use format-date function
D E M O N S T R A T I O N
Report Formatting : Configuration of Custom Standard
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Why Migrate to Oracle BI Publisher?
Why Migrate to BI Publisher ?Protect the existing investment
• Preserve the investment made on current reporting technology
• Continue to derive value from past investment on existing design and development
Extend the existing investment • Capability to support constantly changing reporting needs
(both statutory requirements and internal needs)• Significant reduction in cost of maintenance as
business user can make changes to layouts using BI Publisher features
Evolve to next generation applications• Capitalize on next generation technology• Standardize on to a single reporting platform
across the organization• Path towards Fusion Reporting Technology
•Note : Current reporting technology in respective product line still exist as per Application Unlimited program. BI Publisher is one of the reporting technology option as Part of ‘Path to Fusion’.
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What Next ..?
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Q&A Meet the Experts Session : Migrating your Reports to BI Publisher Automatically. Location : Moscone West - Overlook Space 2Date / Time : November 14, 2007 at 4:00 pm – 5:30 pm
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Interested in Forms / OAF Migration to ADF ? Session Title : E Business Suite - User Interface Migration Tool Set Location : Moscone West – 2014 – L2Date / Time : November 15, 2007 at 8:30 am
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Stay Current on the Latest Oracle Applications by Tuningin to AppCasts - Live with Cliff
Fusion Updates ~ Customer Interviews
Product News ~ Partner Highlights
at www.oracle.com/appcasts or via iTunes