Oracle XML Publisher / BI Publisher

BI Publisher Edi Yanto [email_address] Oracle Applications Technical Consultant Reporting System with

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
Rapid Development
Greater Flexibility
Reduce Maintenance Cost
Report output Data Logic Layout Translation BI Publisher XML EFT

… from Data to Destination …

Extract Once, Publish Many Times

Oracle BI Publisher Architecture Delivery Server Data SQL XML Web Services Oracle Report Template Translation XLIFF XSL XML Translation Catalogs Data Handler Template Manager Translation Handler PDF Word Excel More… XML EFT Email Printer Fax Repository e-Commerce

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

Performance and Scalability
Stream-based Implementation:
Reduces memory footprint
Handles large XML input files
Is the fastest XSL-FO Implementation

Sample Outputs

Financial Reports What Do You Want To Publish Today ?

Business Reports

Invoices

Purchase Orders

Sales Orders

Government Forms

Tax Forms

Electronic Payments EFT / EDI

Or Maybe…. All Of Them One Solutions for All Your Business Documents

Why Oracle BI Publisher ?

Complex Reporting Environments
Costly
Complex Systems
Expensive Maintenance
Time Consuming
Labor Intensive
Strong business requirements in reporting area
Have to rely on multiple reporting solutions
3 rd party software and many servers required to satisfy business requirements.
Highly skilled engineers required to maintain the 3 rd party software servers
EFT/EDI

Single Solution Environment
Utilizing Oracle BI Publisher
Apps Integrated Publishing Solutions
Meet Business Requirements
Remove Complexity
Reduce Maintenance Cost
Reduce Total Cost
XML / EFT / EDI Reports Checks Labels Destinations Invoices XML Publisher

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

Classic Report Customization
1 data set : 10 layouts : 30 languages >> 300 reports
Requires high skilled engineers for customization
High Maintenance Cost
High Customization Cost
Difficult Upgrade
Less Flexibility

Classic Report Customization (Con.) Data logic Layout Translation Report file

BI Publisher Customization
1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF
B usiness consultants use familiar desktop tools for layout customization
Report Templates XML Data Report Output XSL XML EFT

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

Oracle BI Publisher Usage It’s everywhere…

Oracle Applications
Peoplesoft
Current release 8.48, integration with scheduler, query engine
8.50 will uptake 5.6.3 features – Early 2008
E Business Suite
11i – 5.6.3 to be released very soon
R12 – 5.6.3 embedded
JD Edwards
Current release 8.96 – “Do it yourself kit”
8.98 – bursting, better integration, templates
Siebel
8.0 has 5.6.3.embedded
8.1 will ship with BIPE integration and templates – Early 2008
Retail
Mid 07 Release
XMLP integrated directly

Middleware and Business Intelligence
BIEE 10.1.3.2
Integrated into dashboard, Answers, direct query, briefing books, PDF generation
BIP Enterprise 10.1.3.2
Standalone server release
Application Server
Multiple products now integrating XMLP as their reporting solution
Database
APEX 3.0 – integration with BIP Server
Will ship as option to database

BI Publisher Future

Oracle Fusion Applications
“ Publisher is the only Reporting Platform for Oracle Fusion Apps” (John Wookey – SVP Oracle)

What’s Coming…
Continued development across all Oracle Apps
Tools
Online Template Builder
Template Builder plugin enhancements
Data Template Builder
Excel Template Builder
PDF Template Mapper
Application Adapters for BIP Enterprise
Tighter MS Office integration (Excel, Outlook, Word & Powerpoint)
More template format – Excel
Continuous Performance Improvements
Delivery Integration
Discoverer Integration (Enterprise)

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 F P D F Excel X S L

Template Styles Available

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

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.)

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

Associating the XML Data
Data Element:
To create the data element we need to add the Forms toolbar.

Text Form Field
T ext Form Field is used to reference the XML Data.

Grouping Data Note: Use the [email_address] 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?>

Headers and Footers
There are 2 ways to define headers and footers:
Native word headers
Header Template

Conditional Formatting
Conditional Format Statements:
if
if-then-else
choose-when-otherwise

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')?>

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?>

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

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

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)?>

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.

XML Publisher Responsibility

Define Data Logic

Register Data Logic Physical Report File Name Concurrent Program name Output Format : XML Set the output type for any Oracle Seeded Report program to XML

TRX_NUMBER <?TRX_NUMBER?>

Register Data Logic as a Data Definition in XML Publisher Concurrent Program Short name (N): XML Publisher Administrator-> Data Definition-> Create Data Definition

Template File Data Definition Register Layout as a Template in XML Publisher (N): XML Publisher Administrator-> Template-> Create Template

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.

Submit Registered Data Logic Program Concurrent Program Name Template Name

Concurrent Program XML Output XML Tags

Next Actions
Demo of Oracle BI Publisher features
Practice Oracle BI Publisher reporting tool

Demo
Overview Template Builder
Invoice
Localization and Translation
Chart and Cross Tab

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.

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://www.ediyanto.co.cc / http://ediyanto83.wordpress.com
http://www.slideshare.net/ediyanto83
http://w3schools.com/
http:// metalink.oracle.com

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Oracle XML Publisher / BI Publisher

by Edi Yanto on Dec 29, 2008

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Oracle XML Publisher / BI Publisher — Presentation Transcript