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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 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Multiple Reporting Environments ,[object Object],[object Object],[object Object],Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server EFT/EDI Reports Checks Invoices Destinations
BI Publisher – Single Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],XML / EFT / EDI Invoices BI Publisher Reports Checks Labels Destinations
BI Publisher Overview ,[object Object],[object Object],[object Object],[object Object]
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 ,[object Object],[object Object],[object Object],XSL Layout Tools PDF RTF HTML Excel Translations XLIFF Translations External Data
Step 1: Prepare Environment ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: Convert RDF Report ,[object Object]
Step 3: Create RTF Template ,[object Object]
Create Template ,[object Object],[object Object]
Create Template ,[object Object]
Create Template ,[object Object]
Create Template ,[object Object]
Template Builder ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Configuration Manager
Data Extraction Engine ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4: Generate PL/SQL packages ,[object Object]
Step 5: Execute code generated ,[object Object],[object Object],[object Object]
Step 7: Set Output Format to XML ,[object Object]
Step 8: Create Data Definition ,[object Object]
Step 9: Register Data Definition
Step 10a: Register Template ,[object Object]
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 ,[object Object],[object Object]
Step 4: Upload Sample XML Data
Preview Output from Sample Data
Bursting Engine Features ,[object Object],[object Object],[object Object],[object Object],[object Object],Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF
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 ,[object Object]
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 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Define Concurrent Program & Executable
Add program to Request Group
BI Publisher User Steps ,[object Object],[object Object],[object Object],[object Object]
User selects the report
User Selects Template ,[object Object],[object Object],[object Object]
User can view the final output
Bursting Control File ,[object Object],[object Object],[object Object]
R12 BI Publisher Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
R12 BI Publisher Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Extraction Engine ,[object Object],[object Object],[object Object],[object Object],[object Object]
Font Manager
Translation Manager ,[object Object],[object Object],[object Object]
BI Publisher Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BI Publisher Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
References ,[object Object],[object Object]
Q & A ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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

  • 1. 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
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  • 21. Step 9: Register Data Definition
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  • 23. Step 10b: Register Layout Template
  • 24. 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
  • 25. Step 11: Create Layout Template
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  • 27. Step 4: Upload Sample XML Data
  • 28. Preview Output from Sample Data
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  • 30. 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
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  • 32. Step 3: Save XML Data Output File
  • 33. 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
  • 34.
  • 36. Add program to Request Group
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  • 40. User can view the final output
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