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14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

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Technology

Published on May 8, 2009

Author: ocp_advisor

Source: slideshare.net

Description

A featured presentation at COLLABORARE09 conference at Orlando, FL
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14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc. Presenter: Mohan Dutt Session # 1882

BI Publisher Releases Release 11.5.10 XML Publisher 5.0 Post Release 11.5.10 XML Publisher 5.5 Performance, Translation, Template Builder, Common Regions XML Publisher 5.6 Administration UI, Data Engine, Book Binder Release 12 BI Publisher 5.6.3 Runtime Optimization, Enhancements

Release 11.5.10

XML Publisher 5.0

Post Release 11.5.10

XML Publisher 5.5

Performance, Translation, Template Builder, Common Regions

XML Publisher 5.6

Administration UI, Data Engine, Book Binder

Release 12

BI Publisher 5.6.3

Runtime Optimization, Enhancements

Multiple Reporting Environments Multiple Reporting Solutions High TCO Dependent of IT resources for modification or maintenance Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server EFT/EDI Reports Checks Invoices Destinations

Multiple Reporting Solutions

High TCO

Dependent of IT resources for modification or maintenance

BI Publisher – Single Solution Use BI Publisher For: Authoring Managing Delivering Meet Business Requirements Remove Complexity Reduce TCO XML / EFT / EDI Invoices BI Publisher Reports Checks Labels Destinations

Use BI Publisher For:

Authoring

Managing

Delivering

Meet Business Requirements

Remove Complexity

Reduce TCO

BI Publisher Overview Separation of the presentation of the report from its data structure Collection of the data is still handled by your concurrent request At runtime BI Publisher merges designed template files with the report data Creates published output documents

Separation of the presentation of the report from its data structure

Collection of the data is still handled by your concurrent request

At runtime BI Publisher merges designed template files with the report data

Creates published output documents

BI Publisher Overview Templates XML EDI EFT Email Printer Fax Repository e-Commerce Output Formats Delivery Manager Data Templates Oracle Reports Application Logic BI Publisher Data Source Word Acrobat Excel XSL Layout Tools PDF RTF HTML Excel Translations XLIFF Translations External Data

Word

Acrobat

Excel

Step 1: Prepare Environment Prepare you environment by reviewing BI Publisher patches required Apply patches as required Provide BI Publisher Administrator Get desktop installation of BI Publisher Template Builder Toolbar should be available on MS Word after Installation

Prepare you environment by reviewing BI Publisher patches required

Apply patches as required

Provide BI Publisher Administrator

Get desktop installation of BI Publisher

Template Builder Toolbar should be available on MS Word after Installation

Step 2: Convert RDF Report Convert the RDF Report into XML format using rwconverter utility

Convert the RDF Report into XML format using rwconverter utility

Step 3: Create RTF Template Use RTFTemplateGenerator utility to generate data template from RDF Layout

Use RTFTemplateGenerator utility to generate data template from RDF Layout

Create Template Insert XML field in the template – Insert Menu -> Field option All the headers and summary level details can be inserted using this feature

Insert XML field in the template – Insert Menu -> Field option

All the headers and summary level details can be inserted using this feature

Create Template Insert Table – Insert Menu -> Table / Form -> Select Wizard option. All the line level details can be inserted using this feature

Insert Table – Insert Menu -> Table / Form -> Select Wizard option. All the line level details can be inserted using this feature

Create Template Insert Table

Insert Table

Create Template Conditional Formatting – display lines with LINE_TYPE=‘LINE’

Conditional Formatting – display lines with LINE_TYPE=‘LINE’

Template Builder New Cross Tab Wizard Multiple Levels Totals Enhanced Chart Dialog Multiple Line Charts 3D Charts with Gradients Color Schemas Real Preview New Table Wizard Translation Support Generate XLIFF file Test Translations Template Validation

New Cross Tab Wizard

Multiple Levels

Totals

Enhanced Chart Dialog

Multiple Line Charts

3D Charts with Gradients

Color Schemas

Real Preview

New Table Wizard

Translation Support

Generate XLIFF file

Test Translations

Template Validation

Configuration Manager

Data Extraction Engine Fast, scalable extraction engine Integrated into concurrent manager Offers all that Oracle Reports offers plus 30-40% faster Multiple queries + joins Event triggers Flexfield support Data Structure

Fast, scalable extraction engine

Integrated into concurrent manager

Offers all that Oracle Reports offers plus 30-40% faster

Multiple queries + joins

Event triggers

Flexfield support

Data Structure

Step 4: Generate PL/SQL packages DataTemplateGenerator utility also creates PL/SQL packages for RDF Report triggers

DataTemplateGenerator utility also creates PL/SQL packages for RDF Report triggers

Step 5: Execute code generated Execute the .pls files in the database Review the code before executing the .pls files One may need to change the code

Execute the .pls files in the database

Review the code before executing the .pls files

One may need to change the code

Step 7: Set Output Format to XML Set Concurrent Program Output Format to XML

Set Concurrent Program Output Format to XML

Step 8: Create Data Definition Create Data Definition from XML Publisher Administrator responsibility

Create Data Definition from XML Publisher Administrator responsibility

Step 9: Register Data Definition

Step 10a: Register Template Upload data template generated in Step 3 to Data Definition

Upload data template generated in Step 3 to Data Definition

Step 10b: Register Layout Template

Data Template Structure <?xml version=&quot;1.0&quot; encoding=&quot;WINDOWS-1252&quot; ?> < dataTemplate name=&quot;dataTemplateName&quot; description=&quot;Template description&quot; version=&quot;1.0“ > < parameters > <parameter name=&quot;department&quot; dataType=&quot;character” defaultValue=“10” />> </ parameters > < dataQuery > <sqlStatement name=&quot;Q1&quot;> <![CDATA[ SELECT EMPNO,ENAME,SAL from emp where deptno= :department ]]> </sqlStatement> </ dataQuery > < dataStructure > <group name=&quot;G_EMPLOYEE&quot; source=&quot;Q1&quot;> <element name=“EMPLOYEE_NUMBER“ value=“EMPNO&quot; /> <element name=“ENPLOYEE_NAME&quot; value=“ENAME&quot;/> <element name=“SALARY&quot; value=“SAL”/> </group> </ dataStructure > </ dataTemplate > Define Parameters Define Data Query Define Data Structure

Step 11: Create Layout Template

Step 12: Create Bursting File Create Bursting Control File This is required for e-mail files or delivering reports directly to the printer

Create Bursting Control File

This is required for e-mail files or delivering reports directly to the printer

Step 4: Upload Sample XML Data

Preview Output from Sample Data

Bursting Engine Features Burst individual documents from a batch Dynamic generation based on data Deliver in desired layout and output format Deliver down desired delivery channel Integrated into concurrent processing Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF

Burst individual documents from a batch

Dynamic generation based on data

Deliver in desired layout and output format

Deliver down desired delivery channel

Integrated into concurrent processing

Step 13: Program Call to Bursting Engine Add following lines in After Report trigger to call Bursting Engine Add code in After Report trigger to call Bursting Engine for delivery of reports

Step 14: Configure PDFTOPS Configure PDFTOPS Utility to enable PDF printing on printers

Configure PDFTOPS Utility to enable PDF printing on printers

Step 3: Save XML Data Output File

BI Publisher Setup Summary Load files and Metadata to Template Manager Define concurrent Program using the data engine executable Choose concurrent program via SRS forms Select parameter values Output document Generated Automated process Create Data and Layout Template Files IT/MIS-DEV SETUPS USER PROCESS Select layout template Language and output format Submit Request Output document Printed or Viewed Add concurrent Program to Request Group

BI Publisher IT/MIS-DEV Setups Create Data Template Create Layout Template Register data and template definition metadata and load data template and layout template Define concurrent program Add concurrent program to request group

Create Data Template

Create Layout Template

Register data and template definition metadata and load data template and layout template

Define concurrent program

Add concurrent program to request group

Define Concurrent Program & Executable

Add program to Request Group

BI Publisher User Steps User selects the report from a list User enters parameter values User can select a template, language and output format and submit the report User can view the final output via the Monitor Requests form

User selects the report from a list

User enters parameter values

User can select a template, language and output format and submit the report

User can view the final output via the Monitor Requests form

User selects the report

User Selects Template User can select a different template from the LOV Then a different language if available Then an output format

User can select a different template from the LOV

Then a different language if available

Then an output format

User can view the final output

Bursting Control File Accepts a data stream and splits it based on multiple criteria Generates output based on a template Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP)

Accepts a data stream and splits it based on multiple criteria

Generates output based on a template

Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP)

R12 BI Publisher Features Data Extraction Engine Bursting Engine Consolidated Document Publishing Template Enhancements RTF Templates Template Builder Delivery Manager

Data Extraction Engine

Bursting Engine

Consolidated Document Publishing

Template Enhancements

RTF Templates

Template Builder

Delivery Manager

R12 BI Publisher Features Template Manager Translation Manager Configuration Manager Font Manager Integration OA Framework Report Viewer Single Step Reporting Performance Reduced processing time, memory footprint and temporary file space

Template Manager

Translation Manager

Configuration Manager

Font Manager

Integration

OA Framework Report Viewer

Single Step Reporting

Performance

Reduced processing time, memory footprint and temporary file space

Data Extraction Engine Migration tools Development Tools available Oracle Report file conversion utility Data Template Tester Visual Builder

Migration tools

Development Tools available

Oracle Report file conversion utility

Data Template Tester

Visual Builder

Font Manager

Translation Manager Translation manager supports two levels of translation Regular Translation – same layout different language Localized Translation – different layout – different language

Translation manager supports two levels of translation

Regular Translation – same layout different language

Localized Translation – different layout – different language

BI Publisher Benefits Reduce development and maintenance costs Consolidate reporting solutions Consolidate data sources Functional users build and customize layouts In-house printing and delivery now achievable Increase developer productivity

Reduce development and maintenance costs

Consolidate reporting solutions

Consolidate data sources

Functional users build and customize layouts

In-house printing and delivery now achievable

Increase developer productivity

BI Publisher Benefits Reduce reporting tool training requirements Faster report creation Improve performance Faster data extraction Fewer database hits Layout level formatting

Reduce reporting tool training requirements

Faster report creation

Improve performance

Faster data extraction

Fewer database hits

Layout level formatting

References Oracle Reports to BI Publisher conversion demo viewlet - http://www.oracle.com/technology/products/xml-publisher/demoshelf/viewlets/bip_oraclereportsmigration_viewlet_swf.html BI Publisher documentation that talks about conversion utility - http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e10416/convertrpts.htm#BABGJHAB

Oracle Reports to BI Publisher conversion demo viewlet - http://www.oracle.com/technology/products/xml-publisher/demoshelf/viewlets/bip_oraclereportsmigration_viewlet_swf.html

BI Publisher documentation that talks about conversion utility - http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e10416/convertrpts.htm#BABGJHAB

Q & A Please submit your session survey Sessions details are as follows: Title: 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc. Presenter: Mohan Dutt Session # 1882 The presentation is available for download at http://tinyurl.com/col09session1882 For follow-up questions please e-mail at mdutt@verisign.com

Please submit your session survey

Sessions details are as follows:

Title: 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc.

Presenter: Mohan Dutt

Session # 1882

The presentation is available for download at http://tinyurl.com/col09session1882

For follow-up questions please e-mail at mdutt@verisign.com

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