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Text of Norcal OAUG BI Publisher

PERSONALISATIONHarnessing the Power of BI Publisher
Presented By : Sreen Munukutla
Presenter
Over 12 years of experience in Oracle and Technology.
Worked in various technical, functional and management roles involving ERP and technology solutions
MS from University of Texas, Dallas
Currently Working for Somasoft as a Senior Consultant for Oracle ERP and Technologies practice; A complete IT solutions provider
Sreen Munukutla
BS with MBA (Finance, Systems) from Indian Institute of Management, Calcutta
Worked at KPMG (now Bearing Point) in their Enterprise solutions practice in 90s.
Over 20 years of experience in Oracle and Technology.
Worked in various technical, functional and management roles in more than 30 projects involving ERP and technology solutions (Extensive use of SOA and Oracle Fusion technologies).
Currently head of Oracle ERP and Technologies practice at Somasoft (www.somasoftsol.com), a complete IT solutions provider.
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Somasoft’s Service portfolio
Implementation and upgrades etc.
Functional
Technical
DBA
Java, J2EE, Oracle
Training and Documentation
What is BI Publisher
Get to know different components
Now and Future of the product
Demo a few features on Template builder
Objectives of the Presentation
Why Choose BI Publisher
Advanced Features of BI Publisher in R12
Implementing New Features – Technical Perspective
Applications
Agenda
I’m going to talk about eagerly waited topic Oracle Forms Personalization
My Focus would be on improving the processes at a client at Identifying the Forms/Features for personalization
What scenarios should be considered before deciding Personalization or Customization of the Form
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Oracle BI Publisher was formerly XML Publisher with new enhancements and advanced features for reporting
A great reporting tool inside the eBusiness Suite used for enhanced reporting functionality to their users
Tool of choice for eBusiness Suite (EBS) customers
An estimated 80% of the reports for eBusiness Suite R12 are BI Publisher based
What is BI Publisher
Data and Layout Abstraction
Powerful Layout Editing Features
Enhanced Reporting Options
Additional Templates
BI Publisher Components
As I am sure you have already heard - more XML... but the way they have done this is much more important...  the XML extracts are now SUPER extracts - i.e.: they have all sorts of related info - and thus numerous reports are replaced with one extract and 10 or more report templates
As I am sure you have already heard - more XML... but the way they have done this is much more important...  the XML extracts are now SUPER extracts - i.e.: they have all sorts of related info - and thus numerous reports are replaced with one extract and 10 or more report templates
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Architecture
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
One of the carrots to come in R12 is better reporting and an increased number of templates available for use
Oracle’s tentative plans include building a Template Bank on Metalink to allow downloads of development, delivery ready templates
Consistent user interface
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Different Sources – Output – Multiple Destinations
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Different Output Formats
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Custom Reports: R12 has a set of libraries that will assist in moving custom reports to a data template and a layout template
The libraries are being used internally to convert the canned reports
Migrating Reports from 11i – R12
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Oracle BI Publisher provides a utility for converting reports from Standard Oracle Reports to Oracle BI Publisher.
Report Definition and Layout Templates
In Oracle Reports, the data model (SQL query or extraction logic) and layout are contained in a single file. In Oracle BI Publisher the data model and the layout are separate objects.
The conversion utility generates several files which include a report definition file and a layout template file which are uploaded to the Oracle BI Publisher repository.
E.g.: PL/SQL specification and body containing the data for the report.
Converting Reports from Oracle Reports to Oracle BI Publisher
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
The overall flow for the conversion process is as follows:
Run the conversion utility BIPBatchConversion to migrate reports from Oracle Reports to BI Publisher.
Load the PL/SQL package into the database
Upload the report to the Oracle BI Publisher repository
Test the report and check the conversion log files to identify any manual modifications needed to complete the conversion
Output Files Includes:
DataTemplate (for example: REPORT_template.xml)
Log file (for example: REPORT.log)
Conversion Process
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
870 templates currently available for R12 for more than 60 modules with
2000 templates expected to be available in future releases
450 templates will be translated for customers in future releases
Used across entire division from Financials to SCM to CRM
E.g.:
Payments team uses XMLP for all payments
Financial Applications consolidates many reports
R12.x project to move remaining reports across
BI Publisher is here to stay – Release 12
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Data Extraction Engine
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Oracle BI Publisher 10.1.3.3 adds support for PowerPoint output. This enables you to get report data into your key business presentations.
In this initial version of this functionality, the PowerPoint document generated is a simple export of the formatted data and charts to PowerPoint.
In a future release, there will be more sophisticated integration that allows for direct embedding and refreshing from within PowerPoint.
R12 Oracle BI Publisher PowerPoint Output
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Support for Digital Signatures in PDF Documents
Support for PostScript Printers
Advanced design options: supports use of xsl and xsl:fo elements
Other New Features
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
In this release BI Publisher accepts Discoverer worksheets as report data sources. To facilitate building reports from the Discoverer worksheets, the Template Builder enables you to connect to Discoverer, browse worksheets, and load data to the Template Builder directly from Discoverer.
Integration with Oracle BI Discoverer
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Edit code in the form fields in a single window in the BI Publisher Properties dialog.
Template Builder generates the code for you !!
Sample Additional Dialogs simplifying insertion and editing :
Data field Properties
Appying Adobe FLEX Templates
This new feature enables report authors to develop Adobe FLEX templates to generate highly interactive Flash output documents.
In this release,
FLEX : Oracle BI Publisher offers support for Adobe Corporation's new document format for building interactive forms and reports, called Flex for Building, Testing and Deploying to generate Flash output.
Flash Templates for Oracle BI Publisher
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Oracle Financials
Oracle Payments
Business Requirements
Implementation
Business Requirements
• Generate Electronic Funds Transfer files
• Support 160 formats Very large input data Deliver via FTP, HTTP
Implementation
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
Security: The security is only to the extent of role. Would have been great if report component level is permitted
Product Maturity: Functionality Compared to Oracle Reports
Data Model Knowledge: Currently doesn't provide anything like the End User Layer (EUL) meta-data like Oracle Discoverer for End-users.
Robustness: Product is not Robust yet with the Number of Product versions and Releases
Versions and Features: Oracle XML Publisher version 5.0 has the feature list relatively small compared to the latest releases.
File size: Character Based Vs High Fidelity Object Reports
Totals and Page Numbering: Additional features like Page Totals can be done only in pdf formatted reports for now
Limitations
Its position relative to Oracle Reports. Oracle Reports is a very powerful and mature product. There is a huge amount of functionality and capabilty built into Oracle Reports that either does not exist in XML Publisher or cannot be done in XML Publisher. As time goes by this gap may diminish, but like the old saying "if it ain't broke, don't fix it", I wouldn't go coverting Oracle Reports to XML Publisher unless there is a very specific business need to do so. Primarily this would be when the User base need to define their own layouts based on a known dataset.
Data Model Knowledge. The major obstacle with developing reports for Oracle Applications / Oracle eBusiness Suite is the fact that the data model is hugely complex and lacking in constraints - primary, foreign keys etc to guide the uninitiated. Oracle XML Publisher doesn't solve the issues around this and currently doesn't provide anything like the End User Layer (EUL) meta-data of Oracle Discoverer. I'm keen to put some effort into this arena, so watch this space AppsReports .
Robustness given its time in the market. As with all things software, market maturity is something that takes time. I must say that for something I used the first time a number of months ago, it worked very well and I had few problems I couldn't overcome with a bit of delving into related issues, plus a heap of trial and error.
Versions and Features. My first few experiences were with Oracle XML Publisher version 5.0 where the feature list was relatively small compared to the latest releases. Within the context of Oracle Applications, many companies are "patch adverse" meaning regular software updates to technology stack components are minimised. So my advice would be get the latest available certified version for XML Publisher and apply the patch before you start your foray into XML Publisher. Check out Certify on Metalink
Watch your file size. Almost all standard Oracle Applications reports are character based, and usually use up a heap of trees. If you take a character report and add high definition layout objects, the filesize will blow out. I had an RTF template given to me to use as a basis that had equivalent of a 5Mb company logo in it. Doh! Of course hardware is cheap, but the impact must be taken into account for things such as this, and developers beware.
Copyright© 2003 Somasoft, Inc. All Rights Reserved.
The security in BIP is based on roles assigned to the user. The roles available are:
BI Developer
BI administrator
Excel Analyzer
Q & A

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