Referenced: www.p6academy.com Source: http://coll15.mapyourshow.com Discover how to develop custom reports within Unifier taking advantage of BI Publisher. The presentation will include examples for: • Creating data views • Configuring custom reports and extracting sample data • Formatting reports within Microsoft Word • Importing report format into Unifier, defining permissions and running the reports within Unifier

1. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Enhanced Unifier
Reporting with BI
Publisher: On Prem and
Cloud
Jeff Singer
Principal Sales Consultant
Oracle Primavera
April 15, 2015

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Safe Harbor Statement
The following is intended to outline our general product direction.
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in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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Quick Poll
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Agenda
Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
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5. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
1
2
3
4
5
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Data, Information, Knowledge and Wisdom
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Source: http://information4dummies.blogspot.com/2015/04/modelo-yo-conceptos-de-representacion.html

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User-Defined Reports: Recap
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Scheduled On-demand
Creator
Stakeholders
Archive
Analysis
Unifier Creator

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User-Defined Reports
• 44 preconfigured User-
Defined Reports (UDRs)
• Modify these or create
additional reports
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New in 15.1: Primavera Analytics
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Custom Reporting with BI Publisher
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• Cost Controls
– All Projects Contract Summary
– All Projects Contract Summary with
Actuals
– All Projects Cost Report
– Contract Summary
– Contract Summary with Actuals
– Items Overdue
– Project Cost Report
– Risks and Issues
– Tasks Due within 7 Days
• Project Delivery
– All Project Daily Reports
– Design Reviews
– Items Overdue
– Project Daily Reports
– Submittals by Submittal Package
– Tasks Due within 7 Days
Base Configuration Custom Reports
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• Separate data logic, layout & translation
• Benefits:
– greater flexibility and reuse
– fewer reports and better report maintenance
– optimize data extraction and document generation process
What is BI Publisher?
Report Architecture
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Report output
Data Logic
Layout
Translation BI Publisher

13. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
1
2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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Unifier Database
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Contracts
Vendors
COs
Invoices
Meeting
Minutes
Action
Items
Submittals
Users
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Data Logic
Understanding the Table Structure
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ER Views
Provides a tabular view of Data Elements and Data Definitions used in modules
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On Prem SaaS
Building SQL
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Bringing the SQL Statement into Unifier
Example
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Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
1
2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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20. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Creating Custom Reports
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21. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Exporting the Sample Data
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22. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
1
2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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23. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Oracle BI Publisher Desktop for Office
• Plugins for both MS Word and Excel
• Bring in your XML file and work disconnected
• Wizards!
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Creating a Layout
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Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
1
2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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26. Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Import your RTF
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Translation

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Agenda
Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting
sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining
permissions and running the reports within
Unifier
Advanced Topics
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1
2
3
4
5
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Search and Additional Parameters
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Conditional Formatting
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Images
• 3 different types of images
– Company Logo (pre-10.0 only)
– Shell Image
– Image Picker Data Element
• Better to keep Company Logos in Unifier
– May change in the future: Do you want to update dozens or
hundreds of RTF templates?
– The less you can ‘hardcode’ in the reports, the better
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BI Publisher for Custom Prints
New in 15.1
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Documentation / Examples
• Oracle BI Publisher Demo Library
– A collection of recordings on how to create common layout
elements in RTF & PDF templates
– http://www.oracle.com/technetwork/middleware/bi-
publisher/learnmore/demo-library-toc-173301.html
• Fusion Middleware Report Designer's Guide for Oracle
Business Intelligence Publisher
– http://docs.oracle.com/cd/E23943_01/bi.1111/e22254/create
_rtf_tmpl.htm#BIPRD2354
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Questions
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