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12/08/2014
TABLE OF CONTENTS
TABLE OF CONTENTS -------------------------------------------------------------------- 2
CHAPTER 1 WHITE PAPER INTRODUCTION ---------------------------------- 5
STRUCTURE OF THIS WHITE PAPER --------------------------------------------------------------- 5
RELATED MATERIALS----------------------------------------------------------------------------------- 5
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November 2014
Authors: Simona Burcuta
Catalin Gabriel Popa
Oracle Corporation
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Redwood Shores, CA 94065
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Copyright 2014, Oracle. All rights reserved.
This document is provided for information purposes only and the contents hereof are subject to
change without notice.
This document is not warranted to be error-free, nor subject to any other warranties or conditions,
whether expressed orally or implied in law, including warranties and conditions of merchantability
or fitness for a particular purpose. We specifically disclaim any liability with respect to this
document and no contractual obligations are formed either directly or indirectly by this document.
This document may not be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without our prior written permission.
Oracle is a registered trademark of Oracle Corporation and/or its affiliates.
Other names may be trademarks of their respective owners.
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Restricted Rights
The information contained in this document is proprietary and confidential to Oracle Corporation.
Comments on this document can be submitted to whitepaper@oracle.com. We encourage you to
provide feedback on this White Paper and will ensure that it is updated based on feedback received.
When you send information to Oracle, you grant Oracle a non-exclusive right to use or distribute
the information in any way it believes appropriate without incurring any obligation to you.
No part of this document may be reproduced or transmitted in any form or by any means, electronic
or mechanical, including photocopying and recording, for any purpose without the express written
permission of Oracle Corporation.
This document is subject to change without notice, and Oracle does not warrant that the material
contained in this document is error-free. If you find any problems with this document, please report
them to Oracle in writing.
This material has not been submitted to any formal Oracle test and is published AS IS. It has not
been the subject of rigorous review. Oracle assumes no responsibility for its accuracy or
completeness. Using this information or the implementation of any of these techniques is the users
responsibility and depends on the users ability to evaluate and integrate them into the users
operational environment. While each item may have been reviewed by Oracle for accuracy in a
specific situation, there is no guarantee that the same or similar results will be obtained elsewhere.
Users attempting to adapt these techniques to their own environments, do so at their own risk
Information in this document was developed in conjunction with use of the product specified, and is
limited in application to those specific hardware and software products and levels.
Oracle may have patents or pending patent applications covering subject matter in this document.
The furnishing of this document does not give you any license to these patents.
Any pointers in this publication to external Web sites are provided for convenience only and do not
in any manner serve as an endorsement of these Web sites.
PeopleSoft, PeopleTools, Query, BI Publisher, Connected Query, PeopleCode, PeopleBooks, Pure
Internet Architecture are trademarks of Oracle Corporation. All other company and product names
may be trademarks of their respective owners. The information contained herein is subject to
change without notice.
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RELATED MATERIALS
This White Paper is not a general introduction to environment configuration and tuning, so it is
assumed that the readers are experienced IT professionals, with a good understanding of PeopleSoft
Internet Architecture and Reporting Tools. To take full advantage of the information covered in this
document, it is recommended recommend to have a basic understanding of system administration,
basic Internet architecture, relational database concepts/SQL, how to use BI Publisher Tool and how
to use PeopleSoft applications.
This document is not intended to replace the documentation delivered in PeopleBooks for
PeopleTools 8.53. Before reading this document, it is recommended to review the BI Publisher
information in PeopleBooks to ensure that it is given a well-rounded understanding of the
implementation of BI Publisher functionality.
PeopleTools 8.53: BI Publisher for PeopleSoft:
http://docs.oracle.com/cd/E39332_01/psft/acrobat/pt853txml-b0213.pdf
Set up BI Publisher, Create and register data sources, Create and upload report templates,
Define BI Publisher reports, Run, locate, and view BI Publisher reports.
Copyright 2014, Oracle. All rights reserved.
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Chart Layout
The layout editor supports a variety of chart types and styles to graphically present data in the
layout. Figure 2-1 shows side-by-side vertical bar and pie charts in the layout editor.
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Chart Effect
Chart Legend
Chart Plot Area
Chart Title
Chart Label
Note:
The following Chart Label properties apply to Scatter and Bubble chart types only: Title Font, Title
Horizontal Align, Title Text, and Title Visible.
Chart Values
Note:
Some font effects such as underline, italic, and bold might not render in PDF output.
Copyright 2014, Oracle. All rights reserved.
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PeopleTools incorporates the correct version of the BI Publisher Desktop Plugin within the
PeopleTools application
Access the Design Helper page (Navigate to Reporting Tools > BI Publisher > Setup > Design
Helper)
This example illustrates the fields and controls on the Design Helper page.
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During template creation, a design helper facilitates the insertion of application data tag
placeholders into the created templates. A schema or sample data file is required for using a design
helper. If a sample data file is used, the template may be previewed offline during the design
process.
Two template design helpers are available: one for designing RTF reports (MS Word Template
Builder) and one for the PDF template that gets embedded as a JavaScript inside the PDF template
itself when the template is uploaded to PeopleTools.
This page enables users to download a plug-in for Microsoft Word to facilitate offline RTF template
design. Two versions of the plug-in are available: one for 32bit Word and another for 64bit
Word. Select a version that applies from the list to enable the download button.
The plug-in is downloaded as a zip file. Based on the selection done, the zip file contains either
BIPublisherDesktop32.exe or BIPublisherDesktop64.exe that should be run to install the plug-in.
Included in the BI Publisher desktop plug-in setup, multiple directories are created that contain
documentation, samples, tutorial, and demos. The program is also added to the Start menu.
The BI Publisher desktop version related to the PeopleToos version used may be checked as
follows:
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Description of Figure 4-1 The records used in the new PS Query created"
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Description of Figure 4-2 The fields selected in the new PS Query created"
5. In order to extract the YEAR create a new expression and use it as a field;
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The RTF document can be created in Microsoft Word and saved as an RFT file. You will use the
Template Builder option to Load XML Sample Data to associate a sample data file with this
template.
The sample data file provides the tags necessary to map fields into the document.
For PS Query data sources, the sample data file needs to be downloaded to a file that may be
accessed from Microsoft Word.
Note: The Template Builder is used with the Oracle BI Publisher stand-alone product; therefore
many of the menu options are not used with the PeopleSoft integration.
How to create the RTF template with table and charts from scratch?
According to the report design requirements the RTF template may be created by inserting the table
and charts (Insert > Table Wizard, Insert > Chart menu options from the BI Publisher toolbar) or
using the Table and Chart Wizards provided in MS Word for BI Publisher.
Test Scenario 1
Generate a chart to show the number of the hired employees by country.
1. Download the XML data file that was generated with PS Query on local machine:
1.1. Login to the web application(PIA);
1.2. Navigate to Reporting Tools > Query > Query Manager;
1.3. Click on Run to XML hyperlink;
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7.6. Sort the data (in this test scenario the data was sort by Name field);
7.7. In this example of chart, the data was grouped by Country (DESCR field) and for each
Country a page break will be added;
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Test Scenario 2
Generate a chart to show the trend of the hires of employees per year and their distribution
by country.
For the second scenario the same data source will be used as for the first scenario.
This means that the same sample XML data may be used to generate and test the design.
1. Open the MS Word document;
2. Go to the BI Publisher menu;
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Project functionality
1. Open Application Designer;
2. Add both Query data source and BI Publisher Related Definitions to the new project
SB_BIP_CHART_EXAMPLE;
3. Copy the project to file;
4. Restore this project from file with a file as a data-source;
5. Using Application Designer copy the project between two databases with the same Tools
release.
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