Oracle BI publisher intro

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BI Publisher Introduction

© 2009 Oracle Corporation – Proprietary and Confidential
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Contents
• Reporting for Business Users
• Challenges with Traditional Reporting Tools
• BI Publisher Benefit
• Reporting Life Cycle with BI Publisher
• BI Publisher 11G - Next Generation Reporting Platform

Reporting for Business Users
EmpoweringEnabling

I want to report against corporate data
and combine with my data without
asking to our IT…
I don’t want to go to
another training class!

I need a accurate data that I can
understand, then I want to use my
Excel to do analysis
Can I just use my browser (including
iPhone/iPad) to browse and interact
with my reports ?

I need a report against many different
data sources and combine them
without waiting for my IT folks.
I’m a Super Excel guy. I don’t need
another training!
I need a accurate data set that I can
understand, then I want to use my
Excel to do analysis
Can I just use my browser (including
iPhone/iPad) to browse and interact
with my reports ?
Minimal Training
Enterprise Data
Model
Standard Web
Reporting
Self-Service, Rapid to
Deployment

BI Publisher for Business Users
How can we provide a reporting tool for Business Users to
• Create any kind of reports with any kind of data
• Generate it in any kind of formats
• View at any kind of platform
• Link and Filter with any kind of data
• Deliver it to any kind of destination
in a very rapid and simple way ?

Self-Service, Rapid to Deployment
• Pure Web and Intuitive
Experience for Development
and Design
• Offer More Design Options to
Business Users
• Single Tool for Different
Reporting Types
• Global Data Model combined
with Local Data
• Unlimited Interactivity with
Reporting Data to Explore for
More Insight

Minimal Training – Many Reports Design Options
I can start right away
without installing
anything!
I can use MS Word
to design high
fidelity layout
documents
I’m in Finance
I already have a lot
of Excel reports
Layout Editor
RTF Template
Excel Template

MasterCard Worldwide
Result
• 3 days and 1 person to
implement POs
• 12x faster w/ 1/3 fewer
people
Challenge
• 90 days and 3 people
(incl. 3rd party vendor) to
implement POs
• 50 Operating Units
Easier, Faster
Development

BI Publisher vs. Traditional Reporting Tools
3 Months 3 Days

Before : 3 Persons to Develop (Developer, Business
Analyst, Consultant from the Vendor)
After : 1 Person to Develop (Business Analyst)

Different Output Types for Different Use Cases
Oracle
BI Publisher
Presentation
Review
Offline InsightCompliance/
Regulatory
Interactive
Insight
Analysis
Monitor/
Manage

Mobile Reporting
• Support All Enterprise
Standard Browsers
• Optimization for iPhone and
iPad
• HTML5 Native Support for
Interactive Reporting
Experience
Develop Once, Viewed by Any
Standard Web Browser

Reporting Experience with BI Publisher

Reporting - Interactive
Purely Web, No Coding, Automatic
• Pure Web User Interface
• Both Design and View
• No Client Installation, Any standard
browser including Mobile
• Reports Creation with No
Coding, No Scripting
• Only with Mouse and Click
• Automatic Data Linking and
Filtering
• Unlimited possibility of data linking

Click, Drill Down, Filter
Data is filtered by selection
Drill down in Pivot Table
You can click on any
data point to filter data
Current Selection

Sort, Filter, Scroll
• Dynamic Filtering/Sorting
like Excel
• Instant Response with In-
Memory cached data
• Automatic Data Loading
as Scroll

Interactive Reporting – Outstanding Speed
Instant Reporting Experience
• Adoptive Report Caching
The more you use the report learn how
you use and cache the report output per
object
3 Level Calculation Caching
• Report Data Caching
Auto Refresh
Shared or per User Cache
• Report from History
You can report from any point of
historical report data snapshot

Reporting – Interactive
Print, Send, Save
• Supports Most of
Customers Requested
Report Output Types
• Supports all the outputs for
Print, Send, and Save
• Provide Pixel-Perfect
Layout and Fomatting
Design Once, Viewed in
Any Format

Reporting – Static Report
Customer Facing Documents
• Purchase Order
• Invoice
• Dunning Letter
• Shipping
• Labels /Bar Code
• Check /Signature

Customer Facing Documents
• Marketing Pamphlet
• Contracts
• Collaterals

Financial Report
• Hierarchical
Account Structure
• Group Total
• Pivoting
• Custom
Calculation/Aggrega
tion Rules
• Flexible
Number/Currency
Formatting
• Complex
Conditioning for
Business Rules

Government Forms
• Strict Layout
Requirements

Electronic Data Transfer/ eText
• EDI
• EFT
• Fixed Width
• Tab Delimited

Management and Production Report
• Minimal access to
the data source
• Real Time Data
• High Speed Report
Processing
• Parameterized
Reporting
• Scheduling
• Bursting
• Delivery

Reporting – Office Integration
Excel Analyzer
• View Reporting
Data and Analyze in
Excel
• Customize layout
and upload to Share
• Dynamic Parameter
• Dynamic Layout
Template Options
• Refresh Only Data
or With Format

Reporting – Office Integration
Word/Power Point
• Support Multiple
Slide grouping for
PPT
• Header/Footer
• Page Break for
Word
Design Once, Viewed
in Different Outputs

Challenges with Traditional Reporting

Challenges with Traditional Reporting
• Reporting Server Maintenance
• Reports Development
• Reports Maintenance

Reporting Server Maintenance
Nightmare

Reporting Challenges
Requirements are Diverse
• High Fidelity Reports
• Partner Reports
• Financial Statements
• Government forms
• Marketing materials
• Contracts
• Checks, Labels
• XML
• EFT / EDI
• Multiple destinations
Reports
Checks
Labels
Invoices
XML / EFT / EDIDestinations

Complex Infrastructure
Check Print
Server
Payment
Server
Invoice
Server
Report
Formatter
Reports
Label
Manager
Labels
Delivery
Server
Checks
XML / EFT / EDI
• Multiple reporting solutions
• Highly-skilled engineers
required to maintain servers
and report formats
 Costly
 Time consuming
 Complex systems
 Expensive maintenance
 Labor intensive
Invoices
Destinations

Challenge for BI Publisher
How can we provide a single and complete reporting platform that:
• Support variety types of Reporting
• Is Easy to Develop Reports and Simple to Maintain
• Scale up to support all the Enterprise Reporting Needs

Interactive
View
Management
Reporting
Office
Integration
Mobile Production
Reporting
Complete Enterprise Reporting Platform
Anything is Possible with BI Publisher
Electronic
Transaction
EFT/ EDI
Financial
Reporting
Customer
Facing
DocumentsGovernment
Form
Check/
Printing

BI Publisher – Enterprise Reporting Platform
Traditional Reporting Tools BI Publisher
Time to
Deployment
(starting from
installation to
reports delivery)
Months Days
Maintenance High maintenance, proprietary report
programming languages require
expensive specialists and consultants
No coding/scripting for standard
reports
Standard Java/XML for advanced
reports
Production System
Support
Huge load on the transactional Data
Base, shuts down the operation
Data is Processed, Calculated,
Aggregated, Joined on BI Publisher
instance, not on the data source.
Global Deployment Multiple Instances required for each
additional language support
Dependence on Printer Character
sets require language specific printers
Single Instance to Support True
Global Deployment
Standard Translation Support
True BI-Directional Language
support

Reports Development
Nightmare

Reports Development Challenge
Complicated Reporting Tools, Not Clear Report Requirements
Why does it
always take
them so long to
get a requested
report ?
I just don’t
understand this
tool. It’s too
complicated…
It never come
back the way I
requested…
Why ?
These design
requirements
are not clear…
ITBusiness

Reports Development with BI Publisher
I can create
reports with
my
browser, so
intuitive !
I use Word
everyday to
create
document
I’m an Excel guy
I can start right
away!
Online Editor
Word Template
Excel Template

BI Publisher Reports Design Options
• Layout Editor – Web Browser
• RTF Template – MS Word
• Excel Template – MS Excel
• PDF Template – Adobe Professional
• Flash Template – Adobe Flex Builder
• eText Template – MS Word
• XSL Template – Any XML/Text Editor

Reports Development
Before and After BI Publisher
Time to Start Weeks (if not Months) Days
Reports Author IT Developers Business Users
Reports
Development Tools
Desktop application installation is
required
Vendor Proprietary tools
Vendor specific reporting programing
language
Pure Web Interface
Depends on user’s preference there
are variety of reports design options
Reports
Development
Environment
Need to be connected to database Offline Development environment
No need to connect to database for
the development
Wide variety of output options for
review
Reports
Deployment
Need to compile and publish
Difficult to share, hard to get
feedback quickly
No compile, No publish
While being developed it’s available
for review on a single instance

Reports Maintenance
Nightmare

Difficult to Maintain
Data logic Layout
Translation
• 1 Query
• 10 Layouts
• 10 Translations
= 100 report files
 High development cost
 High customization cost
 Difficult upgrade
Combined query, layout, and translation
1 Query 10 Layouts
10 Translations

BI Publisher Benefits
Simplified Report Maintenance
Separate query, layout, and translation
Report
output
Flexibility
Reduced maintenance
Data Logic
Layout
Translation
BI Publisher

Requirement:
Same data set, 10 different layouts, 10 languages to support

Master Card
BI Publisher vs. Crystal Reports
200 Reports 30 Reports

Reports Maintenance
Separation of Data, Layout, Translation
Time to Update a
Report
Days Minutes
Maintenance Need to develop a complete report for
each user’s requirement, each
business requirement
Develop just a report layout for each
user’s requirement, each business
requirement
Share a same data set
Maintained By IT Developers/Administrators Business Users
Global Deployment Need to duplicate reports for each
language translation
If you need to support 10 languages
you need to have 10 different report
definition files
Translation is completely separated
and is applied dynamically only at
the runtime
No need to duplicate reports, just
one single report definition
# of Reports to
Maintain
Huge
1 Data Set x 10 Different Layout
Requirements x 10 languages support
= 100 Reports Definition files
Small
1 Data Set + 10 Layouts + 10
languages support = 1 Report
Definition

Reporting Life Cycle with BI Publisher

Reporting Life Cycle
ViewCreate
Report
Data Model

Reporting Life Cycle with BI Publisher
Data
Model
• Define Data
Model
• Set Business
View
• Join Data Sets
• Custom
Measure/
Aggregation
Create
Report
• Select Data
• Insert View
Components
• Format
• Design Layout
View
• Interact with
Reporting Data
• View Current
or History
• Schedule
• Deliver
• Republish

BI Publisher Data Model

Data Model – Data Model Editor
True Data Modeling Experience in Browser
• Define Data Model
• Graphical Query Builder
• Link between Data Sets
• Various Data Types
• Custom Calculation Column
• Aggregation Column
• Real Time Data or Caching
• Data Source Recovery
• Shared and reused for any
report and secured

Data Model – Scale to Enterprise
Business View/ Enterprise Secured Data Access
• Model Once, Used by As Many
Reports
• Business View for Single
Source of Truth
• Secured by Roles and
Permissions
• Shared Data and Local Data to
be Combined
• Federated Queries
• Virtual Private Data support for
Data Security
• Data Connection Recovery

Data Model - Data Source
Various Data Source Types
• Database
• OLAP
• Web Service
• HTTP/RSS
• XML
• Oracle BI Answers
• Oracle BI Semantic Layer
• Excel
• LDAP
• ADF View Object

Data Model - Excel Data Source
Hybrid Data Source Support
• Excel Native Data as Data
Source
• No Need to Convert to CSV or
XML
• Just Upload from the UI
• Join/Concatenate/Aggregate
with Global Data Model, such
as Database Transactional
data, OLAP, DW, etc

Data Model – Query Builder
Online Query Building Experience in Browser
• Pure Web Interface
• Support for Any Database
and Oracle BI Semantic
Layer
• Table Joins
• Condition
• Sorting
• Data Preview

Data Model – Event Trigger
Advanced Business Logic
• Custom Business Logic
Function with PL/SQL
• Run Business Logic Function
Before and/or After Report
Data Generation
• Dynamic Report SQL Query
Construction
• Custom Calculation
• Dynamic Data
Insert/Update/Delete

Data Model – Data Filtering
Parameter and List of Values
• Parameter Reorder
• Parameter Types
• Free Text
• Menu – Select List
• Search
• Date
• Multiple Values Selection
• Cascading Parameter Selected
Values

Data Model – Custom Column
Aggregation and Calculation
• Aggregation Column – Top
Level/ Data Set Level
• Custom Calculation Column
• Automatic Aggregation
Just drag & drop, now you
have an aggregation column
• Graphical UI
Calculation/Expression
Builder

Report Design with BI Publisher

Reports Design with BI Publisher
I don’t want to
install
anything!
I use Word
everyday to
create
document
I’m in Finance
Already have
many reports in
Excel
Layout Editor
RTF Template
Excel Template

Report Design – Online Editor
Pure Web User Experience
Best Fit Reporting Type
• Interactive Reporting
• Production Reports
• Pixel Perfect Reports
• Invoices, Purchase Orders, Financial
Statements…
Features
• Intuitive and Flexible Reports Design
Experience
• No Coding/Scripting
• Context Sensitive Ribbon tool bar
• Chart, Pivot Table, Table, Grid,
Image, etc
• Conditional Formatting/ Filter
• Custom Calculation (Formula)

Intuitive Design Experience
• Context Sensitive Ribbon tool
bar
• Number/Date Format
• Font
• Sorting
• Title, Header, Footer
• Grid Layout Control
• Nested Tables
• Drag to Pixel Sizing
• Report Header / Footer
• Page header / footers
• Page breaks

Feature Rich Chart Options
• 42 Chart Types
• 14 Chart Styles
• Drag and Drop
• Filtering
• Top N/Bottom N
• Switch between Chart and
Pivot
• Many Chart Property
Option

Report Design – RTF Template
MS Word Users, Advanced Pixel Perfect Design
• Customer Facing Reports,
Invoices, Purchase Orders,
Financial Statements…
Features
• Support Native Word Features
• Report Preview within MS Word
• Report Design Wizard
• XSL/XPATH/FO Standard
Support for Advanced Design
• Sub-Template
• Style Template

• Watermark
• Variables
• Conditions
• Table/Chart/Pivot Table
• Check Box
• Image (Embedded, URL,
Database)
Need Screenshots

Style Template
• Consistent and Standard Report
Layout and Formatting for
• Header/Footer
• Table
• Paragraph
• Heading
• Translation Support
Need Screenshots

Sub-Template
• Reusing a common layout or
component (such as a header,
footer, or address block)
• Handling parameterized layouts
• Handling dynamic or conditional
layouts
• Reusable Business
Logic/Formula
Need Screenshots

Report Design – Excel Template
MS Excel Users
• Financial Reports
• Production Reports
Features
• Multiple Sheets
• Native Excel Output
• Parameter
• Native Header and Footer
• Preserve Layout Orientation
• Support Custom Function
• Dynamic Hyper Link

Report Design – PDF Template
Regulatory, Government Forms
• Government Forms
• Third Vendor Forms
Features
• Groups
• Repeating Fields
• Page Number
• Page Breaks
• Check Box
• Radio Button
• Calculation
• Updatable/Read-Only options
• Digital Signature

Report Design – Flash Template
MS Excel Users
• Management Reports
• Interactive Reporting
• Offline Reporting
Features
• Flash Animation
• Unlimited Reports
Interactivity
• Flexible Reports
Development

Report Design – eText Template
EDI/EFT
• Financial Data Transmission
• Payment Method to Bank
• Business Documents Exchange
Features
• Development with MS Word
• Fixed Position
• Tab/Comma Delimited
• Sorting
• Condition
• Number/Date Formatting
• Expressions/Functions

Report Design – XSL Template
XML Developers, Complete Flexibility
• Pixel Perfect Reports with Very
Complicated Logics
Features
• Support XSL Standard –
XSL/XPATH/FO

Scheduling and Delivery with BI Publisher

Layout Templates
XML
EDI
EFT
Output Formats Destinations
BI Publisher
PDF
HTML
Excel
Power
Point
CSV
Flash
RTF
Email
Printer
Fax
e-Commerce
Repository
Data Sources
• Word
• Acrobat
• JDev
Layout Tools
• Excel
• Flex
• Others
BI Publisher Reporting Life Cycle
… From Data to Destination …
Web Services
Oracle 10g,
Oracle BI EE,
Oracle BI Apps
SQL Server
E-Business
Suite,
PeopleSoft,
Siebel, JDE
OLAP
XSL

Scheduling
• Recurrence patterns
• Hourly
• Annually
• Specific Dates
• Multiple outputs
• Job & History
Management
• Send from History
• Dedicated Schedule &
Delivery Servers

• Hourly
• Annually
• Specific Dates
• Job & History
Management
• Dedicated Schedule &
Delivery Servers
Scheduling

• Hourly
• Annually
• Specific Dates
• Job & History
Management
• Dedicated
Schedule & Delivery
Servers
Scheduling

Track delivery status of multiple output
Send output after delivery
• Hourly
• Annually
• Specific Dates
• Job & History
Management
• Dedicated
Schedule & Delivery
Servers
Scheduling

BI Publisher – Enterprise Reporting
Platform

Ultra High Volume PDF
• Split into smaller
size files
• Provide index.html
to find needed
documents

BIP Scheduler and Bursting Engine
Single Node View
Quartz Scheduler
Bursting Engine
(partition data and use
bursting control file)
Batch Job
Process
Message
Producer
ESS Callback
BIP DB
Consumer
BIP Printer
Consumer
BIP FAX
Consumer
BIP File Sys
Consumer
BIP Email
Consumer
BIP Stellent
Consumer
Custom
Consumer
Delivery
Channels
CUPS
Report Q
Delivery Q
Email
FAX Delivery
Email Delivery
Schedule
Job Q
System T
Delivery Q
FAX

Heavy load
Need Scale
BIP Scheduler and Bursting Engine
Distributed View
Job
Producer
Job
Consumer
Report
Consumer
Email
Delivery
Consumer
FAX Delivery
Consumer
Node 1 Node 2
Report
Producer
Delivery
Producer
Job
Producer
Report
Producer
Delivery
Producer
JMS Distributed Destination
Report
Consumer
Job
Consumer
Report
Consumer
Emil Delivery
Consumer
FAX Delivery
Consumer
Report
Consumer
Heavy load
Need Scale

Deployment, System
Management, Performance & Scalability

Oracle BI Security
Integration with Identity Management
• Strong security
– Comprehensive SSL
– Encrypted metadata catalog
– Report encryption, watermarking & signing
• Authentication & Single Sign-On
– Strong Authentication
– Integrates with corporate directories
– Integrates with corporate SSO
– Externalizes authentication
– Easy to configure & setup
• Application roles & authorization
– Comprehensive set of application roles
– Externalized for all metadata & data
– Flexible authorization model
• Centralized auditing

Oracle BI Operational Management
Comprehensive Support in Enterprise Manager
• Unified systems management
• Across all components
• Across entire lifecycle
• Performance monitoring & tuning
• Diagnostics & troubleshooting
• Across single instance & clusters
• 1-click scale-out & online clustering
• Dynamic capacity management
• Automate all operational tasks
• Develop, test, deploy
• Scale-out & tune
• Patch & upgrade cycles
• HA patching (rolling restart)

Best in Class Performance, Scalability
& Availability• Performance
• 100s of performance optimizations
• 64-bit memory optimizations
• Native huge page support
• Support for multi-grain cache objects
• Improved cache seeding & query rewrite
• Improved local execution on in-memory cache for better reuse
• Massively scalable with flexible deployment options
• Terabytes of data, 10s of thousands of concurrent users
• On-premise single node or clustered
• SaaS with single tenant or multi-tenant
• Standalone or embedded
• Highly available with Active-Active Clustering
• Automated user session & query failover
• Online hot patching
• Automated failover to disaster recovery

Reporting Platform for Packaged Applications

Strategic Reporting Solution
For All Oracle Applications
Certified Today:
1. E-Business Suite
2. PeopleSoft Enterprise
3. JD Edwards
4. Siebel
Oracle Reports
RXI, Others …
Crystal Reports
Actuate
FUSION APPLICATIONS
Crystal Reports
Publisher

• Oracle E-Business Suite
• In 11i -- 500 templates
In R12.1 -- ALL reports are BI Publisher: 2724 templates and
2092 data sources or data templates across 95 products
Oracle Reports to Publisher Conversion Assistant
• PeopleSoft
• Integrated into 8.48
• Products shipping content in R9
•  Financials  HCM  SCM
•  Grants  CRM  Student Admin
• Siebel CRM
• Integrated in 8.1.1 119 reports OOTB
• Actuate to Publisher Conversion Assistant
BI Publisher in Oracle Applications
Limited Use License

• J.D. Edwards Enterprise One
• Integrated into 8.96
• Allow customers to develop their own templates
• Subsequent releases will add Apps content
JD Edwards EnterpriseOne JDBC driver
• J.D. Edwards World
• Integrated in A9.1
Produce XML that can be used as input to BI Publisher
Automated integration in newly released A9.2
JD Edwards World JDBC Driver
BI Publisher in Oracle Applications
Limited Use License

BI Publisher in Many Oracle Products
• Oracle Identity Management
• Oracle Life Sciences AERS
• Oracle Life Sciences Data Hub
• Oracle FLEXCUBE Universal Banking
• i-Flex FLEXCUBE Retail
• Oracle FLEXCUBE Direct Banking
• Oracle Reveleus
• Oracle Mantas
• Agile Product Lifecycle Management
for Process
• Agile Product Lifecycle Management
• Oracle Hyperion Planning
• Oracle Hyperion Financial
Management
• Oracle SOA Governance
• Oracle Retail
• Oracle Global Risk & Compliance
• iFlex FLEXCUBE – IFLEX Reinsurance
• Oracle FLEXCUBE Lending and Leasing
• Oracle Communications Applications
• Oracle Transportation Management
• Oracle Insurance Insbridge Rating and
Underwriting
• Oracle Application Express (APEX)
• Enterprise Manager - Configuration
Change Console

Product Strategy and Roadmap

BI Publisher Roadmap
Continued Investment and Innovation
20102006 2010
Collaboration
Reporting
Web Reports Design
Interactive Reporting
Siebel Integration
PSFT Integration
Web Interface
Office IntegrationEBS Integration
Separation of Data,
Layout, Translation
Fusion Apps Integration
10.1.3.2 10.1.3.3 10.1.3.4 11.1.1.35.6.35.6.1 5.6.2
2007
11.1.1.4 11.1.1.5
200920082005
In-Memory Data Caching
RTF/PDF Template

11G - Highlights
• Both Design and View
• No Client Installation, Any standard
browser including Mobile
• Reports Creation for Business
Users
• No Coding, No Scripting
• Only with Mouse and Click
• Automatic Data Linking and
Filtering
• Unlimited possibility of data
exploring

11G - Highlights
• Faster Data Generation
• Scalable Enterprise Processing
• Instant Report Response
• Accelerate users to obtain insight
and to make actions
• Deliver Reports to Anywhere
with Enormous Volume in
Rapid Speed
• Enterprise Reporting Job
Processing
• Optimized and Distributed Job
Queue Management

Improvements
10G 11G
Data Model
Development
• Database, Web Service, HTTP,
XML file, BI Server/Answers,
Discoverer
• Data Template - Manual XML
Editing with Text Editor
• Data Model Editor Pure Web UI
• No Custom Code
• Global Function
• Custom Column
• Logging
• OLAP, Excel, VO, data sources
Reports Layout
Design
• MSFT Word
• Adobe Professional
• XSL
• Layout Editor - Pure Web UI Layout
Design tool
• MSFT Excel
• Plus what’s supported in 10G
View • Static Reporting with Parameter • Interactive Reporting with Auto
Link/Filtering
• Various performance tuning options
(Smart Memory Cache, File system
cache, Republish)
Schedule/
Deliver
• JMS Queue
• Diagnostic
Security • Supports Fusion Middleware
Security
• Report Object Level Access Control

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