Oracle XML Publisher / BI Publisher

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Information about Oracle XML Publisher / BI Publisher
Technology

Published on December 29, 2008

Author: ediyanto83

Source: slideshare.net

Description

Oracle XML Publisher / BI Publisher

BI Publisher Edi Yanto [email_address] Oracle Applications Technical Consultant Reporting System with

Objective Explain the advantages of reporting system with Oracle BI Publisher tool

Explain the advantages of reporting system with Oracle BI Publisher tool

Course Agenda Oracle BI Publisher Overview Install Oracle BI Publisher Desktop Creating Reports in Oracle E-Business Suite Using BIP Generate XML file using Concurrent Manager Creating RTF Report Templates Using the Design Helper Plug-in Creating Data Definition for the report Using Template Manager to upload the report Running BI Publisher Reports Translation and Localization Grouping and Subtotals Adding Header and Footer Information Date and Number Formatting

Oracle BI Publisher Overview

Install Oracle BI Publisher Desktop

Creating Reports in Oracle E-Business Suite Using BIP

Generate XML file using Concurrent Manager

Creating RTF Report Templates

Using the Design Helper Plug-in

Creating Data Definition for the report

Using Template Manager to upload the report

Running BI Publisher Reports

Translation and Localization

Grouping and Subtotals

Adding Header and Footer Information

Date and Number Formatting

Course Agenda (Con.) Repeating Header With Resetting The Page Numbering For Each New Header Adding Chart and Image Using Conditional Formatting Using Cross Tab Functionality Adding Updateable Variables To The Template BIP Security Creating Report from Data Template

Repeating Header With Resetting The Page Numbering For Each New Header

Adding Chart and Image

Using Conditional Formatting

Using Cross Tab Functionality

Adding Updateable Variables To The Template

BIP Security

Creating Report from Data Template

Oracle BI Publisher Overview What is Oracle BI Publisher (BIP) ? Why Oracle BI Publisher ? Classic Report Issues Oracle BI Publisher Usage Designing using Oracle BI Publisher Desktop Register and Submitting BI Publisher Demo & Practice

What is Oracle BI Publisher (BIP) ?

Why Oracle BI Publisher ?

Classic Report Issues

Oracle BI Publisher Usage

Designing using Oracle BI Publisher Desktop

Register and Submitting BI Publisher

Demo & Practice

Oracle BI Publisher Oracle BI Publisher is a new Java-based product available with the technology stacks of EBS, PeopleSoft, Siebels, JD Edwards and BI Enterprise Edition (OBIEE). It provides users with: A template-based, easy-to-use publishing solution A tool to rapidly develop and maintain report formats

Oracle BI Publisher is a new Java-based product available with the technology stacks of EBS, PeopleSoft, Siebels, JD Edwards and BI Enterprise Edition (OBIEE). It provides users with:

A template-based, easy-to-use publishing solution

A tool to rapidly develop and maintain report formats

Oracle BI Publisher Concept Separate data / layout / translation Rapid Development Greater Flexibility Reduce Maintenance Cost Report output Data Logic Layout Translation BI Publisher XML EFT

Separate data / layout / translation

Rapid Development

Greater Flexibility

Reduce Maintenance Cost

… from Data to Destination …

Extract Once, Publish Many Times

Oracle BI Publisher Architecture Delivery Server Data SQL XML Web Services Oracle Report Template Translation XLIFF XSL XML Translation Catalogs Data Handler Template Manager Translation Handler PDF Word Excel More… XML EFT Email Printer Fax Repository e-Commerce

Oracle BI Publisher Technology Open Standard Technologies Pure Java Pluggable data in XML Output format in PDF, RTF, HTML and EXCEL W3C XSL-FO implementation Added Value: Performance Security MLS and Extensions to FO Support for Internet Printing Protocol, WebDAV, Internet Fax Protocol, and SMTP

Open Standard Technologies

Pure Java

Pluggable data in XML

Output format in PDF, RTF, HTML and EXCEL

W3C XSL-FO implementation

Added Value:

Performance

Security

MLS and Extensions to FO

Support for Internet Printing Protocol, WebDAV, Internet Fax Protocol, and SMTP

Performance and Scalability Stream-based Implementation: Reduces memory footprint Handles large XML input files Is the fastest XSL-FO Implementation

Stream-based Implementation:

Reduces memory footprint

Handles large XML input files

Is the fastest XSL-FO Implementation

Sample Outputs

Financial Reports What Do You Want To Publish Today ?

Business Reports

Invoices

Purchase Orders

Sales Orders

Government Forms

Tax Forms

Electronic Payments EFT / EDI

Or Maybe…. All Of Them One Solutions for All Your Business Documents

Why Oracle BI Publisher ?

Why Oracle BI Publisher ?

Complex Reporting Environments Costly Complex Systems Expensive Maintenance Time Consuming Labor Intensive Strong business requirements in reporting area Have to rely on multiple reporting solutions 3 rd party software and many servers required to satisfy business requirements. Highly skilled engineers required to maintain the 3 rd party software servers EFT/EDI

Costly

Complex Systems

Expensive Maintenance

Time Consuming

Labor Intensive

Strong business requirements in reporting area

Have to rely on multiple reporting solutions

3 rd party software and many servers required to satisfy business requirements.

Highly skilled engineers required to maintain the 3 rd party software servers

Single Solution Environment Utilizing Oracle BI Publisher Apps Integrated Publishing Solutions Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost XML / EFT / EDI Reports Checks Labels Destinations Invoices XML Publisher

Utilizing Oracle BI Publisher

Apps Integrated Publishing Solutions

Meet Business Requirements

Remove Complexity

Reduce Maintenance Cost

Reduce Total Cost

Benefits to Stakeholders Development Focus on data provisioning Business Consultant Focus on business requirements Uses familiar tools to prototype report (Excel*, Word or Acrobat) Higher Productivity IT Consultant Faster deployment Report matches prototype Reduced maintenance End User Consistent user interface Report in multiple formats Language and locale options Multiple delivery channels

Development

Focus on data provisioning

Focus on business requirements

Uses familiar tools to prototype report (Excel*, Word or Acrobat)

Higher Productivity

Faster deployment

Report matches prototype

Reduced maintenance

Consistent user interface

Report in multiple formats

Language and locale options

Multiple delivery channels

Classic Report Customization 1 data set : 10 layouts : 30 languages >> 300 reports Requires high skilled engineers for customization High Maintenance Cost High Customization Cost Difficult Upgrade Less Flexibility

1 data set : 10 layouts : 30 languages >> 300 reports

Requires high skilled engineers for customization

High Maintenance Cost

High Customization Cost

Difficult Upgrade

Less Flexibility

Classic Report Customization (Con.) Data logic Layout Translation Report file

BI Publisher Customization 1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF B usiness consultants use familiar desktop tools for layout customization Report Templates XML Data Report Output XSL XML EFT

1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF

B usiness consultants use familiar desktop tools for layout customization

Benefits of BI Publisher Meet Business Requirements Flexibility Reduce Complexity Reduce Maintenance Reduce Costs

Meet Business Requirements

Flexibility

Reduce Complexity

Reduce Maintenance

Reduce Costs

Oracle BI Publisher Usage It’s everywhere…

Oracle Applications Peoplesoft Current release 8.48, integration with scheduler, query engine 8.50 will uptake 5.6.3 features – Early 2008 E Business Suite 11i – 5.6.3 to be released very soon R12 – 5.6.3 embedded JD Edwards Current release 8.96 – “Do it yourself kit” 8.98 – bursting, better integration, templates Siebel 8.0 has 5.6.3.embedded 8.1 will ship with BIPE integration and templates – Early 2008 Retail Mid 07 Release XMLP integrated directly

Peoplesoft

Current release 8.48, integration with scheduler, query engine

8.50 will uptake 5.6.3 features – Early 2008

E Business Suite

11i – 5.6.3 to be released very soon

R12 – 5.6.3 embedded

JD Edwards

Current release 8.96 – “Do it yourself kit”

8.98 – bursting, better integration, templates

Siebel

8.0 has 5.6.3.embedded

8.1 will ship with BIPE integration and templates – Early 2008

Retail

Mid 07 Release

XMLP integrated directly

Middleware and Business Intelligence BIEE 10.1.3.2 Integrated into dashboard, Answers, direct query, briefing books, PDF generation BIP Enterprise 10.1.3.2 Standalone server release Application Server Multiple products now integrating XMLP as their reporting solution Database APEX 3.0 – integration with BIP Server Will ship as option to database

BIEE 10.1.3.2

Integrated into dashboard, Answers, direct query, briefing books, PDF generation

BIP Enterprise 10.1.3.2

Standalone server release

Application Server

Multiple products now integrating XMLP as their reporting solution

Database

APEX 3.0 – integration with BIP Server

Will ship as option to database

BI Publisher Future

BI Publisher Future

Oracle Fusion Applications “ Publisher is the only Reporting Platform for Oracle Fusion Apps” (John Wookey – SVP Oracle)

“ Publisher is the only Reporting Platform for Oracle Fusion Apps” (John Wookey – SVP Oracle)

What’s Coming… Continued development across all Oracle Apps Tools Online Template Builder Template Builder plugin enhancements Data Template Builder Excel Template Builder PDF Template Mapper Application Adapters for BIP Enterprise Tighter MS Office integration (Excel, Outlook, Word & Powerpoint) More template format – Excel Continuous Performance Improvements Delivery Integration Discoverer Integration (Enterprise)

Continued development across all Oracle Apps

Tools

Online Template Builder

Template Builder plugin enhancements

Data Template Builder

Excel Template Builder

PDF Template Mapper

Application Adapters for BIP Enterprise

Tighter MS Office integration (Excel, Outlook, Word & Powerpoint)

More template format – Excel

Continuous Performance Improvements

Delivery Integration

Discoverer Integration (Enterprise)

Designing Using Oracle BI Publisher The report layout can be designed by familiar desktop application (familiar design tools) Microsoft Word Oracle BI Publisher Desktop Adobe Acrobat XSL Editors Microsoft Excel Oracle BI Publisher Analyzer for Excel R T F P D F Excel X S L

The report layout can be designed by familiar desktop application (familiar design tools)

Microsoft Word

Oracle BI Publisher Desktop

Adobe Acrobat

XSL Editors

Microsoft Excel

Oracle BI Publisher Analyzer for Excel

Template Styles Available

Designing the Layout The RTF layout can be designed using the Standard features in Word . Select the size, font, and alignment of text Insert bullets and numbering Draw borders around paragraphs Include a watermark Include images (jpg, gif,) Use table auto formatting features Insert a header and footer

The RTF layout can be designed using the Standard features in Word .

Select the size, font, and alignment of text

Insert bullets and numbering

Draw borders around paragraphs

Include a watermark

Include images (jpg, gif,)

Use table auto formatting features

Insert a header and footer

Multiple Language and Font Support Multiple Language Support 185 languages and 244 territories (ISO Standards) are supported Easy to translate each template into 185 languages Utilize RTF or XLIFF for translation Multiple Font Support BI Publisher ships with full set of Unicode Fonts Support for font mapping and font linking (MICR and Barcode fonts can be embedded and linked to the output.)

Multiple Language Support

185 languages and 244 territories (ISO Standards) are supported

Easy to translate each template into 185 languages

Utilize RTF or XLIFF for translation

Multiple Font Support

BI Publisher ships with full set of Unicode Fonts

Support for font mapping and font linking (MICR and Barcode fonts can be embedded and linked to the output.)

Security BI Publisher allows the user to produce secure PDF output, with security levels covering the following Read only / Editable Copy Text Printable Password Protection

BI Publisher allows the user to produce secure PDF output, with security levels covering the following

Read only / Editable

Copy Text

Printable

Password Protection

Associating the XML Data Data Element: To create the data element we need to add the Forms toolbar.

Data Element:

To create the data element we need to add the Forms toolbar.

Text Form Field T ext Form Field is used to reference the XML Data.

T ext Form Field is used to reference the XML Data.

Grouping Data Note: Use the [email_address] to repeat the header information across pages of the output document. The field will be repeated if the line information runs across more than one page, the page numbering will also be reset. Re-grouping: <?for-each-group:BASE Group;Grouping Element?>

Headers and Footers There are 2 ways to define headers and footers: Native word headers Header Template

There are 2 ways to define headers and footers:

Native word headers

Header Template

Conditional Formatting Conditional Format Statements: if if-then-else choose-when-otherwise

Conditional Format Statements:

if

if-then-else

choose-when-otherwise

Variables Declaration and Assigning Value <?xdoxslt:set_variable($_XDOCTX,‘variable name', 0)?> Sets the value of variable_name to the current value plus the element amount xdoxslt:set_variable($_XDOCTX,‘variable name', xdoxslt:get_variable($_XDOCTX,‘variable name')+element name) Get Value <?xdoxslt:get_variable($_XDOCTX, ‘variable name')?>

Declaration and Assigning Value

<?xdoxslt:set_variable($_XDOCTX,‘variable name', 0)?>

Sets the value of variable_name to the current value plus the element amount

xdoxslt:set_variable($_XDOCTX,‘variable name', xdoxslt:get_variable($_XDOCTX,‘variable name')+element name)

Get Value

<?xdoxslt:get_variable($_XDOCTX, ‘variable name')?>

Others Formatting Row/Column High Lighting <?if@row:position() mod 2=0?> <xsl:attribute name=&quot;background-color” xdofo:ctx=&quot;incontext&quot;>green</xsl:attribute> <?end if?> Creation of Page Total Element <?add-page-total:TotalFieldName;'element'?> <?add-page-total:dt;‘DEBIT'?> Displaying Page Total <?show-page-total:TotalFieldName;'number-format'?> <? show-page-total:dt;$#,##0.00; ($#,##0.00)’ ?> Sorting <?sort:element name?> Page Breaks <?split-by-page-break:?> Last Page Only <?start@last-page:body?> <?end body?>

Row/Column High Lighting

<?if@row:position() mod 2=0?>

<xsl:attribute name=&quot;background-color” xdofo:ctx=&quot;incontext&quot;>green</xsl:attribute>

<?end if?>

Creation of Page Total Element

<?add-page-total:TotalFieldName;'element'?>

<?add-page-total:dt;‘DEBIT'?>

Displaying Page Total

<?show-page-total:TotalFieldName;'number-format'?>

<? show-page-total:dt;$#,##0.00; ($#,##0.00)’ ?>

Sorting

<?sort:element name?>

Page Breaks

<?split-by-page-break:?>

Last Page Only

<?start@last-page:body?>

<?end body?>

Others Formatting (Con.) Conditional High Lighting with Text Decoration <xsl:attribute xdofo:ctx=&quot;block&quot; name=&quot;font-weight&quot;>bold</xsl:attribute> Oracle Number Format Mask <?format-number:fieldname;’999G999D99’?> Oracle Date Format Mask <?format-date:fieldname;’MASK’?> Mask Output for US Locale SHORT 2/31/99 MEDIUM Dec 31, 1999 LONG Friday, December 31, 1999 SHORT_TIME 12/31/99 6:15 PM MEDIUM_TIME Dec 31, 1999 6:15 PM LONG_TIME Friday, December 31, 1999 6:15 PM SHORT_TIME_TZ 12/31/99 6:15 PM GMT MEDIUM_TIME_TZ Dec 31, 1999 6:15 PM GMT LONG_TIME_TZ Friday, December 31, 1999 6:15 PM GMT

Conditional High Lighting with Text Decoration

<xsl:attribute xdofo:ctx=&quot;block&quot; name=&quot;font-weight&quot;>bold</xsl:attribute>

Oracle Number Format Mask

<?format-number:fieldname;’999G999D99’?>

Oracle Date Format Mask

<?format-date:fieldname;’MASK’?>

Mask Output for US Locale

SHORT 2/31/99

MEDIUM Dec 31, 1999

LONG Friday, December 31, 1999

SHORT_TIME 12/31/99 6:15 PM

MEDIUM_TIME Dec 31, 1999 6:15 PM

LONG_TIME Friday, December 31, 1999 6:15 PM

SHORT_TIME_TZ 12/31/99 6:15 PM GMT

MEDIUM_TIME_TZ Dec 31, 1999 6:15 PM GMT

LONG_TIME_TZ Friday, December 31, 1999 6:15 PM GMT

XPATH Notations To Specify Conditions [ ] Attribute @ Descendants / All elements in the XML document // Parent .. Current Node . Meaning Notation

Extended SQL and XSL Functions Syntax: <?xdofx:expression?> Examples: <?xdofx:rpad(FIRST_NAME||LAST_NAME),30,'x')?> <?xdofx:decode('xxx','bbb','ccc','xxx','ddd')?> <?xdofx:Instr('abcabcabc','a',2)?> <?xdofx:upper(char)?>

Syntax:

<?xdofx:expression?>

Examples:

<?xdofx:rpad(FIRST_NAME||LAST_NAME),30,'x')?>

<?xdofx:decode('xxx','bbb','ccc','xxx','ddd')?>

<?xdofx:Instr('abcabcabc','a',2)?>

<?xdofx:upper(char)?>

Register and Submitting Oracle BI Publisher Process Overview: Set up the XML Publisher Administrator responsibility. Set the E-Business Suite report to generate XML output. Register the E-Business Suite report as a Data Definition with XML Publisher. Design the template and Register the template in the Template Manager. Run the Standard program to obtain the XML data file. Run the XML Report Publisher request to merge the data with the template.

Process Overview:

Set up the XML Publisher Administrator responsibility.

Set the E-Business Suite report to generate XML output.

Register the E-Business Suite report as a Data Definition with XML Publisher.

Design the template and Register the template in the Template Manager.

Run the Standard program to obtain the XML data file.

Run the XML Report Publisher request to merge the data with the template.

XML Publisher Responsibility

Define Data Logic

Register Data Logic Physical Report File Name Concurrent Program name Output Format : XML Set the output type for any Oracle Seeded Report program to XML

TRX_NUMBER <?TRX_NUMBER?>

Register Data Logic as a Data Definition in XML Publisher Concurrent Program Short name (N): XML Publisher Administrator-> Data Definition-> Create Data Definition

Template File Data Definition Register Layout as a Template in XML Publisher (N): XML Publisher Administrator-> Template-> Create Template

Submitting the Concurrent Request Run the concurrent program via SRS (Standard Request Submission) Click Option Button On the Option dialog box, choose desired template, language and output type that you want.

Run the concurrent program via SRS (Standard Request Submission)

Click Option Button

On the Option dialog box, choose desired template, language and output type that you want.

Submit Registered Data Logic Program Concurrent Program Name Template Name

Concurrent Program XML Output XML Tags

Next Actions Demo of Oracle BI Publisher features Practice Oracle BI Publisher reporting tool

Demo of Oracle BI Publisher features

Practice Oracle BI Publisher reporting tool

Demo Overview Template Builder Invoice Localization and Translation Chart and Cross Tab

Overview Template Builder

Invoice

Localization and Translation

Chart and Cross Tab

Summary Oracle BI Publisher is a new, innovative reporting and output management solution that is designed to lower the total cost of ownership of reporting and document output management.

Oracle BI Publisher is a new, innovative reporting and output management solution that is designed to lower the total cost of ownership of reporting and document output management.

References http://www.oralce.com/technology/products/xml-publisher/index.html http://www.oracle.com/technology/products/xml-publisher/xmlpsamples.html http://blogs.oracle.com/xmlpublisher/ http://www.ediyanto.co.cc / http://ediyanto83.wordpress.com http://www.slideshare.net/ediyanto83 http://w3schools.com/ http:// metalink.oracle.com

http://www.oralce.com/technology/products/xml-publisher/index.html

http://www.oracle.com/technology/products/xml-publisher/xmlpsamples.html

http://blogs.oracle.com/xmlpublisher/

http://www.ediyanto.co.cc / http://ediyanto83.wordpress.com

http://www.slideshare.net/ediyanto83

http://w3schools.com/

http:// metalink.oracle.com

 

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