Reporting System with

BI Publisher
Edi Yanto
edi.y4nto@gmail.com
Oracle Applications Technical Consultant
 Course Objectives

After completing this course, you should be able to do

the following:
• Explain the basic concepts and uses of BI
Publisher
• Explain the advantages of reporting system with
Oracle BI Publisher tool
• Create and use an Rich Text Format (RTF) template
• Deploy and maintain BI Publisher Reports in an E-
Business Suite instance

2
 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

3
 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
• Administering BI Publisher in an Oracle E-Business
Suite

4
 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

5
 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

6
 Oracle BI Publisher Concept

• Separate data / layout / translation

Data Logic
XML EFT

Layout
BI Publisher
Report
Translation output

Rapid Development
Greater Flexibility
Reduce Maintenance Cost

7
 … from Data to Destination …

8
 Extract Once, Publish Many Times

9
 Oracle BI Publisher Architecture

PDF Word Excel More…

Template Manager

Email
Template
SQL XSL
Printer
XML
Data XML Delivery
Oracle
Handler Data Server Fax
Report
Web XML
Services XLIFF Repository
EFT
Translation e-Commerce

Translation Handler

Translation
Catalogs

10
 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

11
 Performance and Scalability

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

12
 Sample Outputs

13
 Financial Reports

What Do You Want To

Publish Today ?

14
 Business Reports

15
 Invoices

16
 Purchase Orders

17
 Sales Orders

18
 Government Forms

19
 Tax Forms

20
 Electronic Payments EFT / EDI

21
 Or Maybe…. All Of Them
One Solutions for All Your Business Documents

22
 Why Oracle BI Publisher ?

23
 Why Oracle BI Publisher?

• Reduce complexity
• Reduces time to develop, test and deploy
• Reduces total cost, including maintenance
• Increase developer productivity
• Enable flexible customizations
• Follow Oracle’s development standard
• Enable ease of use
 Complex Reporting Environments

• Strong business requirements in reporting area

• Have to rely on multiple reporting solutions
• 3rd party software and many servers required to satisfy business
requirements.
• Highly skilled engineers required to maintain the 3rd party software
servers
Costly
Complex Systems
Expensive
Maintenance
Time Consuming
Labor Intensive

EFT/EDI

25
 Single Solution Environment

• Utilizing Oracle BI Publisher

• Apps Integrated Publishing Solutions

Meet Business
Requirements Checks
Remove Complexity Invoices
Reduce Maintenance Cost
Reduce Total Cost

Labels Reports

26 Destinations XML / EFT / EDI

 Benefits to Stakeholders

End User
• Consistent user interface
• Report in multiple formats
• Language and locale options
• Multiple delivery channels

Business Consultant IT Consultant

• Focus on business requirements
• Faster deployment
• Uses familiar tools to prototype report
• Report matches prototype
(Excel*, Word or Acrobat)
• Reduced maintenance
• Higher Productivity

Development
• Focus on data provisioning

27
 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
28 Less Flexibility
 Classic Report Customization (Con.)

Data logic Layout

Report file
Translation

29
 BI Publisher Customization

• 1 data set : 10 layout templates : 30 translation files

automatically generated using XLIFF
• Business consultants use familiar desktop tools for layout
customization

Report XSL

Templates

XML EFT

XML Data
Report
30 Output
 Benefits of BI Publisher

• Meet Business Requirements

• Flexibility
• Reduce Complexity
• Reduce Maintenance
• Reduce Costs

31
 Oracle BI Publisher Usage
It’s everywhere…

32
 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 D F
P
• Microsoft Excel
Oracle BI Publisher Analyzer for Excel
cel
Ex

T F L
R X S

38
 Template Styles Available

39
 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

40
 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.)

41
 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

42
 Associating the XML Data

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

43
 Text Form Field

• Text Form Field is used to reference the XML Data.

44
 Grouping Data

Note: Use the for-each@section 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.
45 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

46
 Conditional Formatting

Conditional Format Statements:

• if
• if-then-else
• choose-when-otherwise

47
 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')?>

48
 Others Formatting

Row/Column High Lighting

<?if@row:position() mod 2=0?>
<xsl:attribute name="background-color” xdofo:ctx="incontext">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?>
49
 Others Formatting (Con.)

Conditional High Lighting with Text Decoration

<xsl:attribute xdofo:ctx="block" name="font-weight">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

50
 XPATH Notations

Notation Meaning

. Current Node

.. Parent

// All elements in the

XML document
/ Descendants

@ Attribute

[] To Specify Conditions
51
 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)?>

52
 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.

53
 XML Publisher Responsibility

54
 Define Data Logic

55
 Register Data Logic

Set the output type for any Oracle Seeded Report program to XML
Physical Report File Name
Concurrent Program name

Output Format : XML

56
 TRX_NUMBER

57 <?TRX_NUMBER?>
 Register Data Logic as a Data Definition in XML Publisher

(N): XML Publisher Administrator-> Data Definition-> Create Data

Definition

Concurrent Program Short name

58
 Register Layout as a Template in XML Publisher

(N): XML Publisher Administrator-> Template-> Create Template

Data Definition

Template
File
59
 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.

60
 Submit Registered Data Logic Program

Concurrent Program Name

Template Name

61
 Concurrent Program XML Output

XML Tags

62
 Next Actions

• Demo of Oracle BI Publisher features

• Practice Oracle BI Publisher reporting tool

63
 Demo

• Overview Template Builder / BI Publisher Desktop

• Invoice
• Localization and Translation
• Chart and Cross Tab

64
 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.

65
 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://ediyanto83.wordpress.com

• http://www.slideshare.net/ediyanto83

• http://w3schools.com/

• http://metalink.oracle.com

66
67