Oracle XML Publisher / BI Publisher

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Oracle XML Publisher / BI Publisher - Presentation Transcript

  1. XML Publisher Edi Yanto [email_address] Oracle Applications Technical Consultant
  2. Day 1
      • Oracle XML Publisher Overview
      • Install Oracle XMLP / BI Publisher Desktop
      • Creating Reports in Oracle E-Business Suite Using XMLP
        • 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 XML Publisher Reports
      • Translation and Localization
      • Grouping and Subtotals
      • Adding Header and Footer Information
      • Date and Number Formatting
  3. Day 2
      • Creating Report from Data Template
      • 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
      • XMLP Security
  4. Oracle XML Publisher Overview
      • What is XML Publisher (XMLP) ?
      • Why XML Publisher ?
      • Classic Report Customization vs. XML Publisher
      • XML Publisher Usage
      • XML Publisher Future
      • Designing using XML Publisher
      • Register and Submitting XML Publisher
    • What is XML Publisher ?
  5. XML Publisher
    • XML Publisher / BI Publisher is a standalone Oracle product and an E-Business Suite integrated application module.
    • It is "a template-based publishing solution...that provides a new approach to report design and publishing by integrating familiar desktop processing tools..."
    • XML Publisher is a tool which enables the users to produce
      • flexible
      • high quality
      • template-based
      • reports from oracle e-Business Suite data.
  6. Concept of XML Publisher
      • Separate data / layout / translation
    • Rapid Development
    • Greater Flexibility
    • Reduce Maintenance Cost
    Report output Data Logic Layout Translation XML Publisher XML EFT
  7. … from Data to Destination …
  8. XML Publisher Modules 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
  9. XML Publisher Technology
      • Open Standard Technologies
      • Pure Java
      • Pluggable data in XML
      • Output format in PDF, RTF, HTML…
      • W3C XSL-FO implementation
        • Added Value:
        • Performance
        • Security
        • MLS and Extensions to FO
  10. Sample Outputs
  11. Financial Reports What Do You Want To Publish Today ?
  12. Business Reports
  13. Invoices
  14. Purchase Orders
  15. Sales Orders
  16. Government Forms
  17. Tax Forms
  18. Electronic Payments EFT / EDI
  19. Or Maybe…. All Of Them One Solutions for All Your Business Documents
    • Why XML Publisher ?
  20. 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
  21. Single Solution Environment
      • Utilizing Oracle XML 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
  22. 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
    • Vs
    • XML Publisher
  23. Classic Report Customization (1)
      • 1 data set : 10 layouts : 30 languages >> 300 reports
      • Requires high skilled engineers for customization
    • High Maintenance Cost
    • High Customization Cost
    • Difficult Upgrade
  24. Classic Report Customization (2) Data logic Layout Translation Report file
  25. XML 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
  26. Benefits of XML Publisher
      • Meet Business Requirements
      • Flexibility
      • Reduce Complexity
      • Reduce Maintenance
      • Reduce Costs
    • XML Publisher Usage
  27. It’s everywhere…
  28. 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
  29. 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
    • XML Publisher Future
  30. Oracle Fusion Applications
      • “ Publisher is the only Reporting Platform for Oracle Fusion Apps” (John Wookey – SVP Oracle)
  31. 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
    • XML Publisher
  32. Familiar Design Tools
    • The report layout can be designed by familiar desktop application
      • Microsoft Word
        • Oracle XML Publisher Template Builder
        • Oracle BI Publisher Template Builder
      • Adobe Acrobat
      • XSL Editors
      • Microsoft Excel
        • Oracle XML Publisher Analyzer for Excel
    R T F P D F Excel X S L
  33. Template Styles Available
  34. 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
  35. Multiple Language and Font Support
      • Multiple Language Support
      • 160 languages and 200 territories (ISO Standards) are supported
      • Easy to translate each template into 160 languages
      • Utilize RTF or XLIFF for translation
      • Multiple Font Support
      • XML 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.)
  36. Security
      • XML Publisher allows the user to produce secure PDF output, with security levels covering the following
      • Read only / Editable
      • Copy Text
      • Printable
      • Password Protection
  37. Associating the XML Data
    • Data Element:
    • To create the data element we need to add the Forms toolbar.
  38. Text Form Field
      • T ext Form Field is used to reference the XML Data.
  39. 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?>
  40. Headers and Footers
      • There are 2 ways to define headers and footers:
      • Native word headers
      • Header Template
  41. Conditional Formatting
      • Conditional Format Statements:
      • if
      • if-then-else
      • choose-when-otherwise
  42. 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')?>
  43. Others Formatting (1)
      • Row/Column High Lighting
        • <?if@row:position() mod 2=0?>
        • <xsl:attribute name=&quot;background-color” xdofo:ctx=&quot;incontext&quot;>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?>
  44. Others Formatting (2)
      • Conditional High Lighting with Text Decoration
        • <xsl:attribute xdofo:ctx=&quot;block&quot; name=&quot;font-weight&quot;>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
  45. XPATH Notations To Specify Conditions [ ] Attribute @ Descendants / All elements in the XML document // Parent .. Current Node . Meaning Notation
  46. 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
    • XML Publisher
  47. 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.
  48. XML Publisher Responsibility
  49. XML Publisher Data Source Set the output type for any Oracle Seeded Report program to XML
  50. XML Data Definition
    • Navigation:
    • XML Publisher Administrator-> Data Definition-> Create Data Definition
  51. XML Template
    • Navigation:
    • XML Publisher Administrator-> Template-> Create Template
  52. 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.
  53. Demo
      • Invoice
      • Localization and Translation
      • Chart and Cross Tab
  54. 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://w3schools.com/
      • http://metalink.oracle.com
      • http://ediyanto83.wordpress.com
  55.  

+ Edi YantoEdi Yanto, 11 months ago

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Oracle XML Publisher / BI Publisher

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