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Oracle BI Publisher to Transform Cloud ERP Reports

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Ever wondered how you could format the Oracle Standard reports to meet your requirements. No worries. It is easy. Oracle ERP makes it easy with BI Publisher to extend the output of standard reports to flat excel templates so you can do excel based analysis on ERP data. You could even make your format the default output format or output both standard and the extended format. We will use the SubLedger Account Analysis Report and the Fixed Asset Reserve Ledger report as use cases and do a tutorial on how to format the output. This capability improves productivity and empowers the end user to focus on analyzing the data instead of formatting it.

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Oracle BI Publisher to Transform Cloud ERP Reports

  1. 1. OpenWorld 2018 How Oracle BIP Transforms Cloud ERP Reports Mahesh.V.Vallampati@oracle.com Mahesh Vallampati Cloud ERP Consulting Manager North America Consulting North America Applications October 25, 2018
  2. 2. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 2 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  3. 3. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 3 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  4. 4. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | One Environment – Author – Generate – Deliver Benefits – Eliminate Complexity – Simplify Report development and maintenance – Reduce Costs BI Publisher 12/18/2018 4 CHECKS REPORTS XML/EFT/EDILABELS DELIVERY INVOICES
  5. 5. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 5 BI Publisher Architecture
  6. 6. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Type of Templates 12/18/2018 6
  7. 7. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Type of Templates 12/18/2018 7
  8. 8. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  9. 9. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Finding the Right Version of BI Publisher 12/18/2018 9
  10. 10. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Finding the Right Version of BI Publisher 12/18/2018 10
  11. 11. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Finding the Right Version of BI Publisher 12/18/2018 11
  12. 12. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | MS-Office Version 12/18/2018 12
  13. 13. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Downloading the Right Version of BI Publisher 12/18/2018 13
  14. 14. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 14 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  15. 15. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Account Analysis Report 12/18/2018 15
  16. 16. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Finding the Path to the Report 12/18/2018 16
  17. 17. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Scheduler Job Details 12/18/2018 17
  18. 18. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Navigating to the Report 12/18/2018 18
  19. 19. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 19 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  20. 20. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | After “Customization” 12/18/2018 20
  21. 21. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Run the Standard Report • Download the XML Get the XML 12/18/2018 21
  22. 22. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 22 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  23. 23. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • The Standard Account Analysis Report has complex formatting • It was designed for reconciliation for auditors • Customers would like this report to be flattened in xlsx • This can then used for analysis in a much easier way • This reports spans pages and columns when published to xlsx • This is hard to analyze in excel • BI Publisher can be used to format the report in flat excel 12/18/2018 Confidential – Oracle Restricted 23 Account Analysis Report Flattening
  24. 24. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Confidential – Oracle Restricted 24 Standard Report View
  25. 25. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Confidential – Oracle Restricted 25 Custom Template – RTF View
  26. 26. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Confidential – Oracle Restricted 26 Field Reference-Lowest Level Field in XML
  27. 27. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Confidential – Oracle Restricted 27 Field Reference-Two Levels higher in XML
  28. 28. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 Confidential – Oracle Restricted 28 Field Reference-4 levels higher in XML from base
  29. 29. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • BY referring fields correctly in the rtf, the XML can be flattened to xlsx • This can be then analyzed efficiently by users • Users do not have to worry about formatting the report • User can then focus on analyzing the report 12/18/2018 Confidential – Oracle Restricted 29 Formatting rtf and XML references
  30. 30. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 30 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  31. 31. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Registering the Custom Template 12/18/2018 31
  32. 32. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Registering the Custom Template 12/18/2018 32
  33. 33. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Registering the Custom Template 12/18/2018 33
  34. 34. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Registering the Custom Template 12/18/2018 34
  35. 35. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Defining Output and Default Format 12/18/2018 35
  36. 36. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 36 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  37. 37. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Running the Report 12/18/2018 37
  38. 38. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Running the Report 12/18/2018 38
  39. 39. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Viewing the Output 12/18/2018 39
  40. 40. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 40 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  41. 41. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Number Spec 12/18/2018 41 Formatting a Number in the rtf Template • Default
  42. 42. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Default • Date Format Spec 12/18/2018 42 Formatting A Date in the rtf template
  43. 43. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • TimeStamp data format is stored in UTC • To represent the data in the BI user preference time zone, functions need to be used • BI Publisher - Fusion Apps - Working with Time Zones in Oracle Business Intelligence Publisher (Doc ID 1910385.1) • Creation_date and last_update_date who columns are of type timestamp • <?format- date:CREATION_DATE;’XDODEFDAT E XDODEFTIME’?> Is an example of how to format the creation_date timestamp datatype in user time zone preference <?format- date:LAST_UPDATE_DATE;’XDODEFD ATE’?> 12/18/2018 43 Formatting TimeStamp Format in BI Publisher
  44. 44. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Fusion Apps Set Preferences General Preferences  Regional • Inherited in BIP 12/18/2018 44 Setting TimeZone Preferences
  45. 45. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |12/18/2018 45 Program Agenda About BI Publisher Finding the right version of BI Publisher and MS-Office The Standard Report Customizing the Standard Report 1 2 3 4 Developing the Template Registering the Custom Template Running the Reports Formatting Tips Conclusions 5 6 7 8 9
  46. 46. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Oracle provides a framework for extending the format of standard outputs BI Publisher in the OBIEE Framework available within Fusion enables the functionality Using the BI Publisher for Word Template and the Excel template is the approach that can be leveraged Conclusions 12/18/2018 46
  47. 47. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Thank you!

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