This document provides an overview and agenda for a BI Publisher demo. It discusses the key components of BI Publisher including data sources, report templates, report definitions, and running reports. BI Publisher is an enterprise reporting solution that separates data extraction from report layouts. It allows creating reports in various formats from a single template without programming. The demo will cover how to design templates, define reports, set properties and security, and schedule and run reports through the Process Scheduler.

1. BI Publisher Demo

2. Agenda
 Overview of BI Publisher
 Data Sources
 Report Templates - RTF
 Report Definition
 Running Reports
 Q & A

3. Overview
 Enterprise Reporting Solution that streamlines report and form generation.
 Java based tool integrated with PeopleSoft.
 Separate data extraction process and report layout.
 Create report layouts using desktop applications such as MS Word and Acrobat.
 Single template to generate reports in many formats (PDF, RTF, Excel, HTML, etc.)
 No programming required.
 Enables power users to adjust report layouts with less IT involvement.

4. Overview
PDF, Word,
Excel,
HTML,XML,
EDI

5. Data Sources
Data Source Creation:
In BI Publisher, the data extraction is separate for the data presentation. Sample data
can be used to design your RTF template and map your PDF templates. Data can be
created using the following:
 PS Query
 Connected Query
 XML File - It can be generated using any of the following:
 PS/Query
 SQR
 App Engine
 PeopleCode
 File Layout

6. Data Sources
Data Source Registration Steps:
 Create an XML schema file (XSD)
and sample XML Data file.
 For PS Queries, PeopleSoft will
generate schema data files.
 For other data sources a schema
file needs to be created.
 Register Data Source.

7. Report Template
Template design involves the construction of a report layout in a template file. The
following templates types are supported in BI Publisher reports.
Template Type Description
PDF • Prerendered PDF forms that are populated with data at run time.
• Faster report generation than RTF since no rendering is needed.
• Simple form-based reporting with no complex formatting.
RTF • Reports are full rendered and output is generated at runtime.
• Provides output formatting flexibility to report designer.
• Ability to incorporate charts, dynamic tables, conditional formatting, etc.
eText • RTF-based templates to generate flat-file output.
• Useful for creating ETF or EDI files.
XSL • Complex reporting XSL and XSL-FO elements for use with XSL
templates.

8. Report Template
Creating RTF Templates
Step 1: Download delivered BI Publisher Template Builder Plug-in and install it.

9. Report Template
Step 2: Download XML sample data file from Report Definition.

10. Report Template
Step 3: Load sample data into the Word document.

11. Report Template
Step 4: Design the template in RTF.

12. Report Template
Step 5: Upload the template in Report Definition.

13. Report Definition
 Define Reports
 Associate Templates
 Use Data Transforms
 Set Output Options
 Report Properties
 Security
 Bursting Options

14. Report Definition
Report definition consists of the following steps:
 Define Reports
 Associate Templates
 Set Output Options
 Report Properties
 Security
 Bursting Options

15. Report Definition
Define Reports:

16. Report Definition
Associate Templates:

17. Report Definition
Associate Templates:

18. Report Definition
Set Output Options
The output options are
based upon the template
type as shown below:
PeopleSoft supports batch printing BI Publisher reports directly from a server using PDF output
format. When you select Printer as the output location, PDF is the only output format displayed in
the Process Scheduler Process Request Dialog page. When PDF format is not supported for a
report definition, printing is not supported for that report.

19. Report Definition
Report Properties:
Properties determine report attributes of BI Publisher Reports. PeopleSoft delivers Global Properties
by Property Groups.
The following Property
Groups are delivered:

20. Report Definition
Report Properties:
Properties can be changed at the report level.

21. Report Definition
Security:
The Security page captures attributes regarding who can view web-posted output in the Report
Manager repository and through the BIP Report Search page.

22. Running the reports
The reports can be run through the Process Scheduler or PeopleCode APIs. Query
based reports can be viewed and scheduled with BI Publisher.
 Run reports in Process Scheduler
 Run BI Publisher Query reports.
 Run reports using PeopleCode.
 Locate and view BI Publisher reports

23. Running the reports
Process Scheduler Option:
 Create Run Control Page
 Create Process Definition
 Process Scheduler Request Page
 Monitor Requests

24. Running the reports
Create Run Control Page

25. Running the reports
Create Process Definition: A process type of XML Publisher is delivered as system data.

26. Running the reports
Process Scheduler Request Page

27. Running the reports
Monitor Requests

28. Running the reports
Process Scheduler Option:
 Process Scheduler Request Page
 Create Run Control Page
 Create Process Definition
 Monitor Requests

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