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Oracle XML Publisher / BI Publisher

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Oracle XML Publisher / BI Publisher

Text of Oracle XML Publisher / BI Publisher

  • 1. Reporting System withBI PublisherEdi Yantoedi.y4nto@gmail.comOracle Applications Technical Consultant

2. 2Course ObjectivesAfter completing this course, you should be able to dothe following: Explain the basic concepts and uses of BIPublisher Explain the advantages of reporting system withOracle BI Publisher tool Create and use an Rich Text Format (RTF) template Deploy and maintain BI Publisher Reports in an E-BusinessSuite instance 3. 3Course 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 4. 4Course Agenda (Con.) Repeating Header With Resetting The Page Numbering ForEach 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-BusinessSuite 5. 5Oracle 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 6. 6Oracle BI PublisherOracle BI Publisher is a new Java-based product availablewith the technology stacks of EBS, PeopleSoft, Siebels, JDEdwards and BI Enterprise Edition (OBIEE). It provides userswith: A template-based, easy-to-use publishing solution A tool to rapidly develop and maintain report formats 7. 7Oracle BI Publisher Concept Separate data / layout / translationReportoutputData LogicLayoutTranslationBI PublisherXML EFTRapid DevelopmentGreater FlexibilityReduce Maintenance Cost 8. 8 from Data to Destination 9. 9Extract Once, Publish Many Times 10. 10Oracle BI Publisher ArchitectureDeliveryPDF Word Excel MoreXSLData ServerSQLXMLOracleReportWebServicesTemplateXLIFFTranslationXMLTranslationCatalogsDataHandlerTemplate ManagerTranslation HandlerXMLEFTEmailPrinterFaxRepositorye-Commerce 11. 11Oracle BI Publisher TechnologyOpen 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, InternetFax Protocol, and SMTP 12. 12Performance and ScalabilityStream-based Implementation: Reduces memory footprint Handles large XML input files Is the fastest XSL-FO Implementation 13. 13Sample Outputs 14. 14Financial ReportsWhat Do You Want ToPublish Today ? 15. 15Business Reports 16. 16Invoices 17. 17Purchase Orders 18. 18Sales Orders 19. 19Government Forms 20. 20Tax Forms 21. 21Electronic Payments EFT / EDI 22. 22Or Maybe. All Of ThemOne Solutions for All Your Business Documents 23. 23Why Oracle BI Publisher ? 24. 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 Oracles development standard Enable ease of use 25. 25Complex Reporting Environments Highly skilled engineers required to maintain the 3rd party softwareEFT/EDI Strong business requirements in reporting area Have to rely on multiple reporting solutions 3rd party software and many servers required to satisfy businessrequirements.serversCostlyComplex SystemsExpensiveMaintenanceTime ConsumingLabor Intensive 26. 26Single Solution Environment Utilizing Oracle BI Publisher Apps Integrated Publishing SolutionsMeet BusinessRequirementsRemove ComplexityReduce Maintenance CostReduce Total CostChecksReportsXML / EFT / EDILabelsInvoicesDestinations 27. 27Benefits to StakeholdersBusiness Consultant Focus on business requirements Uses familiar tools to prototype report(Excel*, Word or Acrobat) Higher ProductivityDevelopment Focus on data provisioningIT Consultant Faster deployment Report matches prototype Reduced maintenanceEnd User Consistent user interface Report in multiple formats Language and locale options Multiple delivery channels 28. 28Classic Report Customization 1 data set : 10 layouts : 30 languages >> 300reports Requires high skilled engineers for customizationHigh Maintenance CostHigh Customization CostDifficult UpgradeLess Flexibility 29. 29Classic Report Customization (Con.)Data logic LayoutTranslationReport file 30. 30BI Publisher Customization 1 data set : 10 layout templates : 30 translation filesautomatically generated using XLIFF Business consultants use familiar desktop tools for layoutcustomizationReportTemplatesXML DataReportOutputXSLXML EFT 31. 31Benefits of BI Publisher Meet Business Requirements Flexibility Reduce Complexity Reduce Maintenance Reduce Costs 32. 32Oracle BI Publisher UsageIts everywhere 33. 38Designing Using Oracle BI PublisherThe report layout can be designed by familiar desktop application (familiardesign tools) Microsoft WordOracle BI Publisher Desktop Adobe Acrobat XSL Editors Microsoft ExcelOracle BI Publisher Analyzer for ExcelP D FR T FExcelX S L 34. 39Template Styles Available 35. 40Designing the LayoutThe RTF layout can be designed using the Standardfeatures 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 36. 41Multiple Language and Font SupportMultiple Language Support 185 languages and 244 territories (ISO Standards) are supported Easy to translate each template into 185 languages Utilize RTF or XLIFF for translationMultiple Font Support BI Publisher ships with full set of Unicode Fonts Support for font mapping and font linking (MICR and Barcode fonts can beembedded and linked to the output.) 37. 42SecurityBI Publisher allows the user to produce secure PDF output, withsecurity levels covering the following Read only / Editable Copy Text Printable Password Protection 38. 43Associating the XML DataData Element:To create the data element we need to add the Forms toolbar. 39. 44Text Form Field Text Form Field is used to reference the XML Data. 40. 45Grouping DataNote: Use the for-each@section to repeat the header information across pages of theoutput document. The field will be repeated if the line information runs across morethan one page, the page numbering will also be reset.Re-grouping: 41. 46Headers and FootersThere are 2 ways to define headers and footers: Native word headers Header Template 42. 47Conditional FormattingConditional Format Statements: if if-then-else choose-when-otherwise 43. 48VariablesDeclaration and Assigning Value

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