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1Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Introduction toOracle BI Publisher 11g

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.1 - 2

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


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


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


Course Agenda: Day 1

1. Introduction to Oracle BI Publisher 11g

2. BI Publisher: Technology and Architecture

3. Getting Started with BI Publisher

4. Using Data Model Editor to Create Data Models Based on a SQL Query Data Set

5. Working with Layout Editor



6. Creating RTF Templates by Using Template Builder

7. Working with Style Templates and Sub Templates

8. BI Publisher Server: Administration and Security



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


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 Publisher—The industry’s most scalable and easy-to-use solution for delivering high-fidelity, pixel-perfect reports in multiple formats•Oracle Essbase—The market-leading OLAP server for forward-looking analysis

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


Overview of Oracle Fusion Middleware 11g


Overview of Oracle BI EE 11g


Evolving Role of Business Intelligence

From:

Analysts

Historical data

Fragmented view

Reporting results

Analytic tools

To:

Pervasive use

Real-time, predictive data

Unified, enterprise view

Enterprise wide, insight-driven business process optimization

Unified infrastructure and prebuilt analytic solutions


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


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)


Reporting Challenges

• Diverse requirements

• Complex infrastructure

• Classic paradigm– Slow development– Difficult to maintain– Others


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

ReportsLabels

Destinations

Invoices

XML/EFT/EDI

Checks


Reporting Challenges: Complex Infrastructure

• Multiple reporting solutions

• Requires skilled personnel to maintain servers and report formats

• Time consuming

• Labor intensive

• Expensive

Check PrintServer

PaymentServer

InvoiceServer

ReportFormatter

Reports

LabelManager

Labels

DeliveryServer

Checks

XML / EFT / EDI

Invoices

Destinations


Reporting Challenges:Classic Reporting Tools Paradigm

Requirements change

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

Report Output

• High development cost

• High maintenance cost

• Slow development

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


Introducing the Oracle BI Publisher Paradigm

Separate data, layout, and report

• Flexibility

• Reduced maintenance

Data Logic

Layout

Translation

Oracle BI Publisher ReportOutput


End-to-End View of BI Publisher

OutputFormats Destinations

Email

Printer

Fax

e-Commerce

Repository

Data Sources Layout Tools

HTTP & Web Services

Oracle, DB2, SQL Server, and so on

Oracle BI EE,Oracle BI Apps

E-Business Suite, PeopleSoft, JDE,

Siebel CRM

OLAP (Essbase, MS Analysis Services,

SAP BW)

BI Publisher

• MS Word• Acrobat• JDev

• MS Excel• Flex• BIP Layout Editor• Others

Layout Templates

XSL

XML

EDI

EFT

PDF

HTML

MS Excel

PowerPoint

CSV

Flash

RTF

Interactive


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


BI Publisher as a Strategic Reporting SolutionFor All Oracle Applications

FUSION APPLICATIONS

Oracle ReportsRXI, Others …

Crystal Reports

Actuate

Crystal Reports

Coming soon …!

Certified Today:

1. E-Business Suite

2. PeopleSoft Enterprise

3. JD Edwards

4. Siebel CRM

BI Publisher


BI Publisher in Oracle Applications

• Oracle E-Business Suite– In 11i—500 templates– In R12.1—ALL 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 8.1.1—119 reports OOTB – Actuate to Publisher Conversion Assistant


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


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

• Offers support for multiple output formats

• Reduces complexity

• Reduces total cost, including maintenance

• Enables flexible customization

• Enables ease of use

• Is hot-pluggable


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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