14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc. Presenter: Mohan Dutt Session # 1882

BI Publisher Releases
Release 11.5.10
XML Publisher 5.0
Post Release 11.5.10
XML Publisher 5.5
Performance, Translation, Template Builder, Common Regions
XML Publisher 5.6
Administration UI, Data Engine, Book Binder
Release 12
BI Publisher 5.6.3
Runtime Optimization, Enhancements

Multiple Reporting Environments
Multiple Reporting Solutions
High TCO
Dependent of IT resources for modification or maintenance
Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server EFT/EDI Reports Checks Invoices Destinations

BI Publisher – Single Solution
Use BI Publisher For:
Authoring
Managing
Delivering
Meet Business Requirements
Remove Complexity
Reduce TCO
XML / EFT / EDI Invoices BI Publisher Reports Checks Labels Destinations

BI Publisher Overview
Separation of the presentation of the report from its data structure
Collection of the data is still handled by your concurrent request
At runtime BI Publisher merges designed template files with the report data
Creates published output documents

BI Publisher Overview Templates XML EDI EFT Email Printer Fax Repository e-Commerce Output Formats Delivery Manager Data Templates Oracle Reports Application Logic BI Publisher Data Source
Word
Acrobat
Excel
XSL Layout Tools PDF RTF HTML Excel Translations XLIFF Translations External Data

Step 1: Prepare Environment
Prepare you environment by reviewing BI Publisher patches required
Apply patches as required
Provide BI Publisher Administrator
Get desktop installation of BI Publisher
Template Builder Toolbar should be available on MS Word after Installation

Step 2: Convert RDF Report
Convert the RDF Report into XML format using rwconverter utility

Step 3: Create RTF Template
Use RTFTemplateGenerator utility to generate data template from RDF Layout

Create Template
Insert XML field in the template – Insert Menu -> Field option
All the headers and summary level details can be inserted using this feature

Create Template
Insert Table – Insert Menu -> Table / Form -> Select Wizard option. All the line level details can be inserted using this feature

Create Template
Insert Table

Create Template
Conditional Formatting – display lines with LINE_TYPE=‘LINE’

Template Builder
New Cross Tab Wizard
Multiple Levels
Totals
Enhanced Chart Dialog
Multiple Line Charts
3D Charts with Gradients
Color Schemas
Real Preview
New Table Wizard
Translation Support
Generate XLIFF file
Test Translations
Template Validation

Configuration Manager

Data Extraction Engine
Fast, scalable extraction engine
Integrated into concurrent manager
Offers all that Oracle Reports offers plus 30-40% faster
Multiple queries + joins
Event triggers
Flexfield support
Data Structure

Step 4: Generate PL/SQL packages
DataTemplateGenerator utility also creates PL/SQL packages for RDF Report triggers

Step 5: Execute code generated
Execute the .pls files in the database
Review the code before executing the .pls files
One may need to change the code

Step 7: Set Output Format to XML
Set Concurrent Program Output Format to XML

Step 8: Create Data Definition
Create Data Definition from XML Publisher Administrator responsibility

Step 9: Register Data Definition

Step 10a: Register Template
Upload data template generated in Step 3 to Data Definition

Step 10b: Register Layout Template

Data Template Structure <?xml version="1.0" encoding="WINDOWS-1252" ?> < dataTemplate name="dataTemplateName" description="Template description" version="1.0“ > < parameters > <parameter name="department" dataType="character” defaultValue=“10” />> </ parameters > < dataQuery > <sqlStatement name="Q1"> <![CDATA[ SELECT EMPNO,ENAME,SAL from emp where deptno= :department ]]> </sqlStatement> </ dataQuery > < dataStructure > <group name="G_EMPLOYEE" source="Q1"> <element name=“EMPLOYEE_NUMBER“ value=“EMPNO" /> <element name=“ENPLOYEE_NAME" value=“ENAME"/> <element name=“SALARY" value=“SAL”/> </group> </ dataStructure > </ dataTemplate > Define Parameters Define Data Query Define Data Structure

Step 11: Create Layout Template

Step 12: Create Bursting File
Create Bursting Control File
This is required for e-mail files or delivering reports directly to the printer

Step 4: Upload Sample XML Data

Preview Output from Sample Data

Bursting Engine Features
Burst individual documents from a batch
Dynamic generation based on data
Deliver in desired layout and output format
Deliver down desired delivery channel
Integrated into concurrent processing
Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF

Step 13: Program Call to Bursting Engine Add following lines in After Report trigger to call Bursting Engine Add code in After Report trigger to call Bursting Engine for delivery of reports

Step 14: Configure PDFTOPS
Configure PDFTOPS Utility to enable PDF printing on printers

Step 3: Save XML Data Output File

BI Publisher Setup Summary Load files and Metadata to Template Manager Define concurrent Program using the data engine executable Choose concurrent program via SRS forms Select parameter values Output document Generated Automated process Create Data and Layout Template Files IT/MIS-DEV SETUPS USER PROCESS Select layout template Language and output format Submit Request Output document Printed or Viewed Add concurrent Program to Request Group

BI Publisher IT/MIS-DEV Setups
Create Data Template
Create Layout Template
Register data and template definition metadata and load data template and layout template
Define concurrent program
Add concurrent program to request group

Define Concurrent Program & Executable

Add program to Request Group

BI Publisher User Steps
User selects the report from a list
User enters parameter values
User can select a template, language and output format and submit the report
User can view the final output via the Monitor Requests form

User selects the report

User Selects Template
User can select a different template from the LOV
Then a different language if available
Then an output format

User can view the final output

Bursting Control File
Accepts a data stream and splits it based on multiple criteria
Generates output based on a template
Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP)

R12 BI Publisher Features
Bursting Engine
Consolidated Document Publishing
Template Enhancements
RTF Templates
Template Builder
Delivery Manager

R12 BI Publisher Features
Template Manager
Translation Manager
Configuration Manager
Font Manager
Integration
OA Framework Report Viewer
Single Step Reporting
Performance
Reduced processing time, memory footprint and temporary file space

Migration tools
Development Tools available
Oracle Report file conversion utility
Data Template Tester
Visual Builder

Font Manager

Translation Manager
Translation manager supports two levels of translation
Regular Translation – same layout different language
Localized Translation – different layout – different language

BI Publisher Benefits
Reduce development and maintenance costs
Consolidate reporting solutions
Consolidate data sources
Functional users build and customize layouts
In-house printing and delivery now achievable
Increase developer productivity

BI Publisher Benefits
Reduce reporting tool training requirements
Faster report creation
Improve performance
Faster data extraction
Fewer database hits
Layout level formatting

References
Oracle Reports to BI Publisher conversion demo viewlet - http://www.oracle.com/technology/products/xml-publisher/demoshelf/viewlets/bip_oraclereportsmigration_viewlet_swf.html
BI Publisher documentation that talks about conversion utility - http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e10416/convertrpts.htm#BABGJHAB

Q & A
Please submit your session survey
Sessions details are as follows:
Title: 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher
Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc.
Presenter: Mohan Dutt
Session # 1882
The presentation is available for download at http://tinyurl.com/col09session1882
For follow-up questions please e-mail at mdutt@verisign.com

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14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

by Mohan Dutt on May 07, 2009

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14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher — Presentation Transcript