Reporting System with BI Publisher

Edi Yanto
edi.y4nto@gmail.com
Oracle Applications Technical Consultant

Objective
Explain the advantages of reporting system with Oracle BI Publisher tool

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

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

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

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

Oracle BI Publisher Concept

Separate data / layout / translation

Data Logic Layout

BI Publisher

XML

EFT

Translation
Rapid Development Greater Flexibility Reduce Maintenance Cost
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Report output

 from Data to Destination

Extract Once, Publish Many Times

Oracle BI Publisher Architecture

PDF Word Excel More

Template Manager

Template
SQL XML Oracle Report XSL

Email Printer

Data Handler

Data

XML

Delivery Server
XML

Fax Repository e-Commerce

Web Services

XLIFF

Translation
Translation Handler
Translation Catalogs

EFT

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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 implementation
Added 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 ?

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Complex Reporting Environments

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

Costly Complex Systems Expensive Maintenance Time Consuming Labor Intensive

EFT/EDI

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Single Solution Environment

Utilizing Oracle BI Publisher Apps Integrated Publishing Solutions

Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost

Checks Invoices

Labels

Reports

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Destinations

XML / EFT / EDI

Benefits to Stakeholders
End User
Consistent user interface Report in multiple formats Language and locale options Multiple delivery channels

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

Development
Focus on data provisioning
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Classic Report Customization

1 data set : 10 layouts : 30 languages >> 300 reports Requires high skilled engineers for customization

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High Maintenance Cost High Customization Cost Difficult Upgrade Less Flexibility

Classic Report Customization (Con.)

Data logic

Layout

Report file

Translation

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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

XSL

XML

EFT

XML Data
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Report Output

Benefits of BI Publisher
Meet Business Requirements Flexibility Reduce Complexity Reduce Maintenance Reduce Costs

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Oracle BI Publisher Usage

Its 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

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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 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.)

Multiple Font Support

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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.
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Re-grouping: <?for-each-group:BASE Group;Grouping Element?>

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?> 48

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

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.. // / @ []
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Current Node
Parent All elements in the XML document Descendants Attribute To Specify Conditions

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

Set the output type for any Oracle Seeded Report program to XML
Physical Report File Name Concurrent Program name

Output Format : XML

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TRX_NUMBER

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<?TRX_NUMBER?>

Register Data Logic as a Data Definition in XML Publisher

(N): XML Publisher Administrator-> Data Definition-> Create Data Definition
Concurrent Program Short name

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Register Layout as a Template in XML Publisher

(N): XML Publisher Administrator-> Template-> Create Template

Data Definition

Template File

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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 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/xmlpublisher/xmlpsamples.html http://blogs.oracle.com/xmlpublisher/ http://www.ediyanto.co.cc / http://ediyanto83.wordpress.com

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http://www.slideshare.net/ediyanto83
http://w3schools.com/
http://metalink.oracle.com

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