The document outlines the transformation of cloud ERP reports using Oracle BI Publisher, emphasizing the benefits of simplifying report development, customization, and maintenance. It discusses the steps to find the right version of BI Publisher, customize standard reports, and format output effectively for analysis. The conclusion highlights Oracle's framework for extending standard outputs and the functionality available in Fusion applications.

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

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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. 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. 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
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CHECKS
REPORTS
XML/EFT/EDILABELS
DELIVERY
INVOICES

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BI Publisher Architecture

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Type of Templates
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Type of Templates
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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

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Finding the Right Version of BI Publisher
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Finding the Right Version of BI Publisher
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Finding the Right Version of BI Publisher
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MS-Office Version
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Downloading the Right Version of BI Publisher
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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

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Account Analysis Report
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Finding the Path to the Report
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Scheduler Job Details
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Navigating to the Report
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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

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After “Customization”
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• Run the
Standard Report
• Download the XML
Get the XML
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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. 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
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Account Analysis Report Flattening

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Standard Report View

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Custom Template – RTF View

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Field Reference-Lowest Level Field in XML

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Field Reference-Two Levels higher in XML

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Field Reference-4 levels higher in XML from base

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• 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
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Formatting rtf and XML references

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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

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Registering the Custom Template
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Registering the Custom Template
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Registering the Custom Template
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Registering the Custom Template
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Defining Output and Default Format
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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

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Running the Report
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Running the Report
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Viewing the Output
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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

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• Number Spec
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Formatting a Number in the rtf Template
• Default

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• Default • Date Format Spec
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Formatting A Date in the rtf template

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• 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’?>
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Formatting TimeStamp Format in BI Publisher

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• Fusion Apps Set Preferences
General Preferences  Regional
• Inherited in BIP
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Setting TimeZone Preferences

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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. 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
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Thank you!