Reporting Basics and Demonstration with BI Publisher

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Reporting Basics of Project Management
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Reporting Basics of Project Management
Scot Fortna
Technical Support Engineer
Sean Rabenold
Technical Support Engineer

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AGENDA
In today’s presentation, we will cover the following:
• Client Reporting
• Pre P6 R8.x Web Reporting
• P6 R8.x Web Reporting with BI Publisher
• Demonstration of Reporting with BI Publisher

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Client Reporting

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Report Groups
Used to organize Global and Project reports.

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Batch Reports

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Job Services

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Using the Command Line to Export
Batch Reports
For detailed information on running the Command Line, please see KM document 1459924.1

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Report Wizard
•New Report – Will allow a user to create an entirely new report
•Use Current Screen - Creates a report based off of the current screen’s columns
and filter criteria.
•Modify Wizard Report – Used to modify reports created with the wizard

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Report Wizard

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Report Wizard

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Report Wizard

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Report Wizard

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Report Wizard

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Report Wizard

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Report Wizard

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Report Editor
Detailed information on the Report Editor can be found in KM document Doc ID 895510.1

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P6 V7 Web Reporting
•New reports cannot be created in P6 Web.
•New reports must be created in the P6 Client.
Once the report is created, it will be available in
the Web.

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P6 V7 Web Reporting
My Reports Portlet
User Dashboard

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P6 V7 Web Reporting
Project Reports Portlet
Project Workspace

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P6 R8.x BI Publisher Reporting
Sean Rabenold

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Diagram of a P6 environment with BI Publisher Reporting.

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Users must have Enterprise Reports module access along with a matching user in BI Publisher
in order to have the Reports tab available.

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About Publication Services and Reporting
• Before you can generate reports, data must be refreshed and calculations must
be made in precisely arranged tables and fields.
• Publication Services address these reporting needs gathering and calculating data
as close as possible to real-time
Your organization's P6 EPPM data has two categories:
• Project data
• Global data.
To summarize the reporting process:
1) Users create new data or make changes to existing data in P6.
2) P6 global and project data publishes, automatically or manually, to tables for
reporting.
3) Reports generate directly from the collective P6 EPPM database with the P6
Extended Schema reporting tables.

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Application Settings for Publication Services:
Located under the Administer menu, begin by clicking Application Settings, and
then choose Services.

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Project Preferences for Publication Services
Navigate to the EPS page in the Projects section. Click a project and select Set
Project Preferences from the Actions menu

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Global Scheduled Publication Services
Return to the Administer menu and navigate to the Global Scheduled Services
dialog box to enable the types of global data services you want to schedule.

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D E M O N S T R A T I O N

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Are You Ready
To Get
Proactive?
Avoid the unexpected
Don’t leave value on the table
Lower overall organizational costs through preventative
maintenance
Reduce risks and maximize uptime
Achieve resolution faster
Streamline and simplify your daily operations
Get even more through connection
Discover more about Get Proactive
https://support.oracle.com/CSP/main/article?cmd=show
&type=ATT&id=1385165.1:DISCOVER
ACT Get Proactive
Access proactive capabilities available for your products
by visiting the product pages at My Oracle Support;
Article ID 432.1
Contact the Get Proactive team
today for help getting started
get-proactive_ww@oracle.com

34
FYI:
New Portal with same DocID
Archive
740964.1
Schedule
740966.1
Generic Advisor
Webcast Note
740966.1
before
now

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Reporting Basics and Demonstration with BI Publisher

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