BI Publisher Quick Start Guide

Presentation Templates

Karen Brownfield
September 2009
 Agenda

• Overview
• Hands On – Build AP Invoice Register Report
• Questions

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 Overview

• Separates source
from presentation
Report
Template

• Data Template XSL

Produces XML Data

BI Publisher
• Report Template Processing
Engine
formats data Formatted
Output

XML Data

XML EDI

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 XML Data

• Any Valid Source

– Oracle Reports
– SQL, SQLX, PL/SQL
– Scripting (Perl, PHP,etc)
– Email, FTP
– Discoverer
• Multiple Uses
– One XML File, Multiple
Template
– One template, multiple
XML Files
– Conditional Subsets

4
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 Report Templates

• Create with common Text Tags

desktop tools
– MS Word (RTF, EDI, XSL)
– Adobe Acrobat (PDF)
– MS Excel (soon)
• Template Markup Tags
– Text Tags
Text Form Fields
– Text Form Fields (RTF
Only)

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 Template Builder

• MS Word Plug–in
• Wizards, Drag–and–Drop
• Report Preview Office
• Simplifies Template 2000, 2003

Creation

Office 2007

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 Processing Engine

• Java APIs PDF

Processor

• Merges XML Data with RTF

Report Template Processor
EFT

– PDF, RTF, EDI Processors

Processor

Engine
• Three Versions
– Desktop
– Enterprise Edition
– Oracle Applications

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 Formatted Output

• Advanced Formatting
• Precision Control
• User Interactivity
– Parameters
– Sorting
– Links, Drilling
• Conditions, Exceptions
• Formulas
• Charts and Graphs

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 Report Delivery

Data Source Layout Output Delivery

PDF
Oracle DB, Email
MS SQL Server
RTF

Printer
HTML
Oracle 11i,
PeopleSoft,
SAP, Siebel Excel
BI Publisher Fax

XSL XML

WebDAV
Oracle Reports, Templates
PL/SQL, Java, EDI
Perl, etc
EFT
WWW

Web Services

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 Hands On

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 Report w/o BI Publisher

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 Sample Report with BI Publisher

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 Sample of XML Data

• Existing File
• Make Your Own
• SQL Query
• PL/SQL
• Scripting
• E–Business Suite Report
– Our Example uses the output
from E–Business Suite
Report 'AP Invoice Register'

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 Create XML Data Source

• Concurrent |
Program | Define
– System
Administrator or
Application
Developer
• Query program

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 Create XML Data Source

• Click Copy to…

• Enter slightly
different Program,
Program
Short Name
• Click Include
Parameters and
Include
Incompatible
Programs
• Click OK

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 Create XML Data Source

• Change Output
Format to XML
• Save work noting
new Short Name

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 Create XML Data Source

• Register Report
to Request Group
– Security |
Responsibility |
Request
– Query Group
assigned to
responsibility
where report will
be run

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 Run Report

• Run Report
• When finished
– Select View
Output
– Save results to
InvoiceReg.xml
• Name of file
can be any
desired name

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 Open File

• Review generated data

– Oracle may (or not) furnish
report name
– Look at each grouping
(starts with dash)
– Look at end of report for
fields that can also be used
• Parameters
• Constants

19
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 Setup Template Options

• MS Word, Add–
Ins, Oracle BI
Publisher
• Tools | Options
• UI tab
• Select Original
XML Element
Name
• Save file in type
.rtf

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 Setup Template Options

• Build Tab
• Click Select
• Choose default
Table Header
Color
– If click Select
again, settings
will revert to
Oracle defaults

• Note that 'Abbreviated' chosen for For–

For–each form field

21
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 Load Sample XML Data

• Data | Load XML

Data
• Select file saved
from running
Invoice Register to
XML,
XML Click Open,
Open
receive Data
loaded successfully
message
• No file is displayed
in document
window

22
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 Set Page Layout

• Using standard Word functionality

– Set Orientation to Landscape
– Set Margins
– Set Font and Size
– Set Style

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 Create Report Page Header

• Even if XML data included Report title, still need date,

page numbers, (optional) logo
• Use std Word header functionality

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 Create Data Header Section

• From Add–Ins,
Oracle BI
Publisher
– Insert | Table
Wizard
– Click Form

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 Create Data Header Section

• Select field to
group by
– The selected field
becomes the
outer grouping
• Click Next

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 Create Data Header Section

• Select fields to
appear in header
– Either pick
formatted amount
or will have to use
Word formatting
• Click Next

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 Create Data Header Section

• Select Sort Order

– Since grouping by
Vendor, sort by
vendor first
– Order of other
fields up to
designer
• Click Next

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 Create Data Header Section

• Enter field labels

– Default label is
field name
• Click Finish

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 Create Data Header Section

• Format resulting table

– Font size, type
– Width 1st column
– Table borders, shading
– Alignment
• Hint: Split amount cells so right–align still close to header
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 What is that F and E

For Each

End For Each

• Select Properties Page

• Click Add Help Text…

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 Create Data Detail Section

• Add a couple of blank lines between table and E

• Place cursor in line just above E

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 Create Data Header Section

• From Add–Ins,
Oracle BI
Publisher
– Insert | Table /
Form

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 Create Data Detail Section

• Scroll down until <G_INVOICE> appears

• Drag to Template zone, click 'Drop Single Node' when
pop–up box appears

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 Create Data Detail Section

• Making sure Insert Position = Child,

Child drag <C_EXP_FLEXFIELD> on
top of <G_INVOICE>
• Drag elements as shown on top of <C_EXP_FLEXFIELD>
• Order listed will determine order listed on report
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 Create Data Detail Section

• Highlight <G_INVOICE>
• Note default Properties

• Change so that looks like

bottom picture

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 Create Data Detail Section

• Highlight
<C_EXP_FLEXFIELD>
• Note default Properties

• Change so that looks like

bottom picture
– If Sort Data Type grayed out
and wrong, see following
slides

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 Create Data Detail Section

• Clicking OK yields above table

• Note the G / E above/below inner table
• Note the F in the same field as C_LINE_NUM and E in
same field as C_FORMATED_DIST_AMT
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 What is that G and E

For Each Group

End For Each Group

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 Create Data Detail Section

• Highlight everything in outer table (G through E), drag to

below table
• Highlight table with C_EMP_FLEXFIELD and delete it

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 Create Data Header Section

• Place cursor
next to G
• From Add–Ins,
Oracle BI
Publisher
– Insert | Field
– Select
<C_EXP_FLEX
FIELD>, click
Insert

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 Create Data Detail Section

• Highlight C_EXP_FLEXFIELD, make it Bold, Italics

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 Create Data Detail Section

• Change headers in table, adjust column sizes

• Make Line and Amount right–justified
• Delete space before E
• Don't worry about wrapping shown in column
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 Create Data Detail Section

• To aide in spacing, eliminate wrapping, highlight each

field and change Default text
• Review Fonts, Font sizes, Field layouts

44
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 Preview Report

• From Add–Ins, Oracle

BI Publisher
– Preview | PDF
– Preview | RTF

45
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 Preview Report

• Note any formatting,

line spacing, that still
needs changing
• Note that Line
sorted
alphabetically, not
numerically

46
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 Fix Numeric Sort

• Highlight F just before

LINE
• Right–click, choose
Properties
• Click Add Help Text…
• Change data–
data–
type='text'?> to data–
data–
type='number'?>
• Click OK,
OK then click OK
again

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 Format Currency Values

• Double–click AMOUNT
field
• Click Add Help Text…
• Change
<?C_FORMATTED_DIST_A
MT?> to <?format–
<?format–
currency:C_FORMATTED_
DIST_AMT;'USD'?>
• Click OK,
OK then click OK
again

• Requires xdo.cfg file to include mask for currency code specified

48
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 Force Page Break

• Place <?split–
<?split–by–
by–page–
page–break:?> just before <?end for–
for–
each?> that governs the field to break on
– Our example above will cause a page break to occur whenever
a new supplier name occurs
• Can also use form field to specify page break
49
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 Preview Report Again

• Lines sorted numerically

• No second vendor on page
• Continue to change and review until satisfied with results
• Save .rtf file
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 Add a Filter–Start Tag

• Place cursor after first F Legacy Tools

• Add Form Field
Text Form
– Developer Tab
– Click Design Mode Resulting
– Click Legacy Tools button Gray box
– Click Text Form Field
– Double–click resulting gray
field to open Properties page
• Enter description of filter in
Default text:
• Click Add Help Text…

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 Add a Filter–Start Tag

• Click Type your own:

• Enter condition using
syntax
<?if:<field_name><con
<?if:
dition>?>
?>
– Replace <field_name> with
name of XML field that
controls filter
– Replace <condition> with
filtering condition
– Example:
<?if:C_AMOUNT_REM!=0?>

• Click OK then Click OK

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 Add a Filter–End Tag

• Place cursor before last E Legacy Tools

and after page break
Text Form
• Add Form Field
– Developer Tab Resulting
– Click Design Mode Gray box
– Click Legacy Tools button
– Click Text Form Field
– Double–click resulting gray
field to open Properties page
• Enter description of filter
end in Default text:
• Click Add Help Text…

53
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 Add a Filter–End Tag

• Click Type your own:

• Enter <?end if?>
• Click OK then Click OK

54
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 Spaces and Carriage Returns

• Every character in
template will show in
report results
– Example: space between F
and if form field

– Result: if first record

doesn't meet condition, first
page is blank
– Remove space and first
page shows invoice
meeting condition

55
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 Final Check

• Validate Template

• Error messages are not

always helpful, but does
identify line

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 Load Template into EBS

• Use XML Publisher Administrator responsibility

• Home | Data Definitions
• Click Create Data Definition

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 Load Template into EBS

• Enter any Name

• Code MUST match Short Name of Concurrent Program
definition with XML output
• Click Apply
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 Load Template into EBS

• Query Data Definition just created

• Click the link under Name

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 Load Template into EBS

• Click Update
File next to
Preview Data
to load XML
data file used
in template
build testing

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 Load Template into EBS

• Click Browse button, select file from PC file system, click

Open
• Selected file name fills into Preview Data box
• Click Apply
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 Load Template into EBS

• Click Templates tab

• Click Create Template

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 Load Template into EBS

• Enter any Name, Code, Description

• Data Definition must match one just defined
• Since template created in Word, set Type to RTF
• Set Subtemplate to No
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 Load Template into EBS

• Click Browse to upload template file from PC file system

• Enter Language and Territory
• Click Apply

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 Load Template into EBS

• Click Preview to verify template is correct

• If correct, report will show

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 Test Report

• Return to
responsibility
where report
registered
• Verify template
name in
Layout

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 Test Report

• Click Options and

verify Template
Language and
Format
• Close Options
window and click
Submit
• When report
finishes, click View
Output

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 View Finished Report

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 View XML After Template
Registered

• View Output now shows templated report

• To see/save new XML file
– Click 'Diagnostics'
– Click 'View XML'
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 Add Parameter to Report

• MetaLink Doc. ID 741301.1 "Implement

Concurrent Request Parameter Values In RTF
Layout Template"
• Allows adding parameter without modifying
Oracle code
– Data parameter affects must already exist
• Can only test by running report
– Testing in Word or using Preview link from Templates
definition page yields blank report

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 Add Parameter to template

• Place cursor before first F Legacy Tools

• Add Form Field
Text Form
– Developer Tab
– Click Design Mode Resulting
– Click Legacy Tools button Gray box
– Click Text Form Field
– Double–click resulting gray
field to open Properties page
• Enter description of filter in
Default text:
• Click Add Help Text…

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 Add Parameter to template

• Click Type your own:

• Enter condition using
syntax <xsl:param
name =
"<parameter_name>"
xdofo:ctx="begin"/>
– Replace
<parameter_name> with
name of parameter
– Do not use $ in parameter
name
• Click OK then Click OK

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 Replace Filter Start Tag Help Text

• For condition Logical

or/and use <xsl:if test =
"condition">
• Parameter must be
preceded by $
• Click OK then Click OK

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 Conditional Heading

• Place <?if:$P_UNPAID='Y'?> just before Unpaid

Invoices and <?end if?> immediately after
• Cannot use form field in Header/Footer

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 Add Parameter to Concurrent
Report Definition

Ensure values will

match those
values used in
template

Name must match

name used as
parameter name
in template

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 Upload Updated Template

• Query Template
• Click Update
• Use the Browse button
to select updated file
from PC file system
• Click Apply

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 Run Report

Unpaid Invoices Only?=Yes Unpaid Invoice Only?=No

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 Additional Resources

• OAUG Knowledge Factory

• BI Publisher Blog by Tim Dexter
http://blogs.oracle.com/xmlpublisher/
• EBS Documentation
– Release 11i.10.2+ – User's Guide
– Release 12 – Administration and Developer's Guide
• MetaLink Forums (XML and/or BI Publisher)
– Soon to be Communities
• MetaLink Knowledge Browser (BI Publisher)

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 Template Builder Patch

• Word Add-in Version 5.6.3 (also known as

10.1.3.2)
– Metalink
– Platform Microsoft Windows (32-bit) Client
– Patch 5887917
– Unzip file
– Setup.exe

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 Template Builder Patch

• Word Add-in Version 10.1.3.4

– BI Publisher Enterprise Edition
• www.oracle.com/technology/software/index.html
– Developer Tools, BI Publisher
– BI Publisher Desktop 10.1.3.4.1 for Windows

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 Ranked Scorecard
Free Consultation

How Does The Scorecard Work Scorecard Focus Areas

• Answer multiple-choice • Competitive Optimization
questions • Functional and Process Issues
• Identify areas of risk • Project Approach and
(business and IT) Complex Issues
• Ranked score helps measure • Workflow Issues
your status on issues • Customization Reduction
• Provides recommendations • Database
for next steps • Data Integrity
• Feedback on issues that • System Optimization
concern steering committees • Business Intelligence
and ROI

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 Questions & Answers

Thank you!
Karen Brownfield
[email protected]

www.solutionbeacon.com

Real Solutions for the Real World®

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