Introduction to Oracle BI Publisher 11g

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Course Objectives
After completing this course, you should be able to do the following: Describe the components, basic features, and positioning of BI Publisher as a reporting tool Explain the uses of Oracle Business Intelligence (BI) Publisher (BI Publisher) Create data models by using the Data Model Editor based on Oracle Database 11g Define parameters and LOVs for a data model Create BI Publisher reports based on data models Create report layouts by using the Layout Editor (online) Analyze data by using the Excel Analyzer

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Course Objectives
Use BI Publisher Template Builder to create RTF templates for reports and to publish style templates Administer and configure the BI Publisher Server Schedule and burst reports to email and file Create data models and reports based on Oracle BI Server (BI Server) and BI analyses Create data models and reports based on various other data sources, such as web services, Essbase, RSS feeds, and files

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Lesson Objectives
After completing this lesson, you should be able to do the following: Understand the course agenda Describe the evolving role of BI and Oracle BI solutions Explain business document requirements and limitations of classic reporting tools Describe the uses of BI Publisher and its advantages over classic reporting tools List the products integrated with BI Publisher List the key features of BI Publisher

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Course Agenda: Day 1

1. 2. 3. 4. Introduction to Oracle BI Publisher 11g BI Publisher: Technology and Architecture Getting Started with BI Publisher Using Data Model Editor to Create Data Models Based on a SQL Query Data Set 5. Working with Layout Editor

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Course Agenda: Day 2

6. Creating RTF Templates by Using Template Builder 7. Working with Style Templates and Sub Templates 8. BI Publisher Server: Administration and Security

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Course Agenda: Day 3

9. Scheduling and Bursting Reports 10. Performing Translations 11. Integrating BI Publisher with Oracle BI Enterprise Edition 12. Creating Data Models and BI Publisher Reports Based on Other Data Sources

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Overview of Oracle BI Foundation Suite

Components include:
Oracle BI Enterprise Edition 11g (Oracle BI EE)The central component for creating ad hoc queries, reports, and dashboards BI PublisherThe industrys most scalable and easy-touse solution for delivering high-fidelity, pixel-perfect reports in multiple formats Oracle EssbaseThe market-leading OLAP server for forward-looking analysis

Oracle Scorecard and Strategy ManagementThe component that assists you with building a strategy management plan to set strategic goals and objectives, which are cascaded through the entire organization

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Overview of Oracle Fusion Middleware 11g

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Overview of Oracle BI EE 11g

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Evolving Role of Business Intelligence

From: Analysts Historical data Fragmented view Reporting results To: Pervasive use Real-time, predictive data Unified, enterprise view Enterprise wide, insight-driven business process optimization Unified infrastructure and prebuilt analytic solutions

Analytic tools

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Addressing BI Requirements
Efficient design of data warehouses Enterprise reporting Ad hoc query and analysis Advanced analytics Integration with portals Easy administration Integrated environment or tools

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Functions of Reporting Systems

Reporting systems share three primary functions: Author reports
Business requirements definition Data logic definition Layout design

Manage reports
Translation requirements Customization needs

Deliver reports
Publishing requirements (printed, email, web page)

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Reporting Challenges
Diverse requirements Complex infrastructure Classic paradigm
Slow development Difficult to maintain Others

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Reporting Challenges: Diverse Business Document Requirements

Richly formatted reports Partner reports Financial statements Government forms Marketing materials Contracts Checks Labels XML/EFT/EDI Multiple destinations

Checks Invoices

Labels

Reports

Destinations

XML/EFT/EDI

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Reporting Challenges: Complex Infrastructure

Multiple reporting solutions Requires skilled personnel to maintain servers and report formats Time consuming Labor intensive Expensive

Checks Invoices Invoice Server Label Manager Labels Check Print Server Report Formatter

Reports
Delivery Server Payment Server

Destinations XML / EFT / EDI

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Reporting Challenges: Classic Reporting Tools Paradigm

Requirements change

High development cost High maintenance cost Slow development

Report Files ( Each file = Data logic + layout + translation )

Report Output

1 Query, 10 Layouts, 10 Translations = 100 report files

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Introducing the Oracle BI Publisher Paradigm

Separate data, layout, and report Flexibility Reduced maintenance

Data Logic

Layout

Oracle BI Publisher
Translation

Report Output

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

End-to-End View of BI Publisher

Interactive Oracle, DB2, SQL Server, and so on Oracle BI EE, Oracle BI Apps PDF HTML XSL
MS Excel

Email

Layout Templates
PowerPoint

Printer

E-Business Suite, PeopleSoft, JDE, Siebel CRM

Flash

BI Publisher
RTF

Fax

OLAP (Essbase, MS Analysis Services, SAP BW)

MS Word MS Excel Acrobat Flex BIP Layout Editor JDev Others

CSV

Repository
XML EDI

e-Commerce
EFT

HTTP & Web Services

Data Sources
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Layout Tools

Output Formats

Destinations

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Availability of BI Publisher
Oracle BI Publisher Enterprise:
Is a stand-alone web application deployed to a J2EE server Has native security (can be integrated with LDAP, AD, Database security, EBS, and so on) Contains a separate file-based or XML DB reports repository

BI Publisher is reporting and publishing in BI EE plus:

Contains a common repository, security, and user provisioning Uses the BI Server semantic layer and Analytics (formerly known as BI Answers) as data sources Reports can be placed on a dashboard with prompts

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

BI Publisher as a Strategic Reporting Solution For All Oracle Applications

Oracle Reports RXI, Others

Crystal Reports

BI Publisher
Crystal Reports Certified Today: Actuate 1. 2. 3. 4. E-Business Suite PeopleSoft Enterprise JD Edwards Siebel CRM

Coming soon !
FUSION APPLICATIONS

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

BI Publisher in Oracle Applications

Oracle E-Business Suite
In 11i500 templates In R12.1ALL reports are BI Publisher (2,724 templates and 2,092 data sources or data templates across 95 products)

Oracle Reports to Publisher Conversion Assistant

PeopleSoft Integrated into 8.48 Products shipping content in R9 include: Financials, HCM, SCM, CRM, and so on

Siebel CRM
Integrated in 8.1.1119 reports OOTB Actuate to Publisher Conversion Assistant

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

BI Publisher in Oracle Applications

JD Edwards EnterpriseOne
Integrated into 8.96 with batch engine (UBE) and enhanced with Tools release 8.97 JD Edwards EnterpriseOne JDBC driver Tools release 8.98 JD Edwards EnterpriseOne JDBC driver Tools release 8.98.4 provides full support for BI Publisher 11g Allows customers to develop their own templates

JD Edwards World
Integrated in A9.1 Produces XML that can be used as input to BI Publisher Automated integration in newly released A9.2 JD Edwards World JDBC Driver

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Salient Features of BI Publisher

Offers support for multiple data sources Enables rapid deployment
Provides a Layout Editor (online) to quickly create and edit layouts Uses familiar desktop tools for layout customization Increases developer productivity

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Offers support for multiple output formats Reduces complexity Reduces total cost, including maintenance Enables flexible customization Enables ease of use Is hot-pluggable
Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Summary
In this lesson, you should have learned how to: Describe the evolving role of BI and Oracle BI solutions Explain BI in the context of Oracle Fusion Middleware 11g Explain business document requirements and limitations of classic reporting tools Describe the uses of BI Publisher and its advantages over classic reporting tools List the products integrated with BI Publisher List the key features of BI Publisher

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Copyright 2011, Oracle and/or its affiliates. All rights reserved.