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Course Objectives
After completing this course, you should be able to do the following:
• Explain the basic concepts and uses of BI Publisher
• Explain the advantages of reporting system with Oracle BI Publisher tool
• Create and use an Rich Text Format (RTF) template• Deploy and maintain BI Publisher Reports in an E-
Business Suite instance
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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
• Administering BI Publisher in an Oracle E-Business Suite
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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
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 ?
Why Oracle BI Publisher?
• Reduce complexity
• Reduces time to develop, test and deploy
• Reduces total cost, including maintenance
• Increase developer productivity
• Enable flexible customizations
• Follow Oracle’s development standard
• Enable ease of use
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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 / BI Publisher Desktop
• 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://ediyanto83.wordpress.com
• http://www.slideshare.net/ediyanto83
• http://w3schools.com/
• http://metalink.oracle.com
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