BI Publisher Quick Start Guide Presentation Templates Presentation Templates

BI Publisher Quick Start Guide
Presentation Templates
Karen Brownfield
September 2009
Agenda
• Overview
• Hands On – Build AP Invoice Register Report
• Questions
2
Copyright 2009 Solution Beacon, LLC All Rights Reserved Any other commercial product names
herein are trademark, registered trademarks or service marks of their respective owners.
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
3
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
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)
5
Template Builder
• MS Word Plug–in
• Wizards, Drag–and–Drop
• Report Preview Office
• Simplifies Template 2000, 2003
Creation
Office 2007
6
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
7
Formatted Output
• Advanced Formatting
• Precision Control
• User Interactivity
– Parameters
– Sorting
– Links, Drilling
• Conditions, Exceptions
• Formulas
• Charts and Graphs
8
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
9
Hands On
10
Report w/o BI Publisher
11
Sample Report with BI Publisher
12
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'
13
Create XML Data Source
• Concurrent |
Program | Define
– System
Administrator or
Application
Developer
• Query program
14
• Click Copy to…

• Enter slightly
different Program,
Program
Short Name
• Click Include
Parameters and
Include
Incompatible
Programs
• Click OK
15
• Change Output
Format to XML
• Save work noting
new Short Name
16
• Register Report
to Request Group
– Security |
Responsibility |
Request
– Query Group
assigned to
responsibility
where report will
be run
17
Run Report
• Run Report
• When finished
– Select View
Output
– Save results to
InvoiceReg.xml
• Name of file
can be any
desired name
18
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
Setup Template Options
• MS Word, Add–
Ins, Oracle BI
Publisher
• Tools | Options
• UI tab
• Select Original
XML Element
Name
• Save file in type
.rtf
20
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
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
Set Page Layout
• Using standard Word functionality

– Set Orientation to Landscape
– Set Margins
– Set Font and Size
– Set Style
23
Create Report Page Header
• Even if XML data included Report title, still need date,

page numbers, (optional) logo
• Use std Word header functionality
24
Create Data Header Section
• From Add–Ins,
Oracle BI
Publisher
– Insert | Table
Wizard
– Click Form
25
• Select field to
group by
– The selected field
becomes the
outer grouping
• Click Next
26
• Select fields to
appear in header
– Either pick
formatted amount
or will have to use
Word formatting
• Click Next
27
• Select Sort Order

– Since grouping by
Vendor, sort by
vendor first
– Order of other
fields up to
designer
• Click Next
28
• Enter field labels

– Default label is
field name
• Click Finish
29
• Format resulting table

– Font size, type
– Width 1st column
– Table borders, shading
– Alignment
• Hint: Split amount cells so right–align still close to header
30
What is that F and E
For Each
End For Each
• Select Properties Page

• Click Add Help Text…
31
Create Data Detail Section
• Add a couple of blank lines between table and E

• Place cursor in line just above E
32
• From Add–Ins,
Oracle BI
Publisher
– Insert | Table /
Form
33
• Scroll down until <G_INVOICE> appears

• Drag to Template zone, click 'Drop Single Node' when
pop–up box appears
34
• 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
35
• Highlight <G_INVOICE>
• Note default Properties
• Change so that looks like

bottom picture
36
• 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
37
• 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
38
What is that G and E
For Each Group
End For Each Group
39
• Highlight everything in outer table (G through E), drag to

below table
• Highlight table with C_EMP_FLEXFIELD and delete it
40
• Place cursor
next to G
• From Add–Ins,
Oracle BI
Publisher
– Insert | Field
– Select
<C_EXP_FLEX
FIELD>, click
Insert
41
• Highlight C_EXP_FLEXFIELD, make it Bold, Italics
42
• 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
43
• To aide in spacing, eliminate wrapping, highlight each

field and change Default text
• Review Fonts, Font sizes, Field layouts
44
Preview Report
• From Add–Ins, Oracle

BI Publisher
– Preview | PDF
– Preview | RTF
45
Preview Report
• Note any formatting,

line spacing, that still
needs changing
• Note that Line
sorted
alphabetically, not
numerically
46
Fix Numeric Sort
• Highlight F just before

LINE
• Right–click, choose
Properties
• Change data–
data–
type='text'?> to data–
data–
type='number'?>
• Click OK,
OK then click OK
again
47
Format Currency Values
• Double–click AMOUNT
field
• 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
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
Preview Report Again
• Lines sorted numerically

• No second vendor on page
• Continue to change and review until satisfied with results
• Save .rtf file
50
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:
51
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

52
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
• Enter description of filter
end in Default text:
53
Add a Filter–End Tag

• Enter <?end if?>
54
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
Final Check
• Validate Template
• Error messages are not

always helpful, but does
identify line
56
Load Template into EBS
• Use XML Publisher Administrator responsibility

• Home | Data Definitions
• Click Create Data Definition
57
• Enter any Name

• Code MUST match Short Name of Concurrent Program
definition with XML output
• Click Apply
58
• Query Data Definition just created

• Click the link under Name
59
• Click Update
File next to
Preview Data
to load XML
data file used
in template
build testing
60
• Click Browse button, select file from PC file system, click

Open
• Selected file name fills into Preview Data box
• Click Apply
61
• Click Templates tab

• Click Create Template
62
• 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
63
• Click Browse to upload template file from PC file system

• Enter Language and Territory
• Click Apply
64
• Click Preview to verify template is correct

• If correct, report will show
65
Test Report
• Return to
responsibility
where report
registered
• Verify template
name in
Layout
66
Test Report
• Click Options and

verify Template
Language and
Format
• Close Options
window and click
Submit
• When report
finishes, click View
Output
67
View Finished Report
68
View XML After Template
Registered
• View Output now shows templated report

• To see/save new XML file
– Click 'Diagnostics'
– Click 'View XML'
69
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
70
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
• Enter description of filter in
Default text:
71
Add Parameter to template

• 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
72
Replace Filter Start Tag Help Text
• For condition Logical

or/and use <xsl:if test =
"condition">
• Parameter must be
preceded by $
73
Conditional Heading
• Place <?if:$P_UNPAID='Y'?> just before Unpaid

Invoices and <?end if?> immediately after
• Cannot use form field in Header/Footer
74
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
75
Upload Updated Template
• Query Template
• Click Update
• Use the Browse button
to select updated file
from PC file system
• Click Apply
76
Run Report
Unpaid Invoices Only?=Yes Unpaid Invoice Only?=No
77
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)
78
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
79
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
80
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
81
Questions & Answers
Thank you!
Karen Brownfield
kbrownfield@solutionbeacon.com
www.solutionbeacon.com
Real Solutions for the Real World®
82

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BI Publisher Quick Start Guide

• Data Template XSL

Produces XML Data

• Any Valid Source

• Create with common Text Tags

• Java APIs PDF

• Merges XML Data with RTF

– PDF, RTF, EDI Processors

Data Source Layout Output Delivery

• Click Copy to…

• Review generated data

• Note that 'Abbreviated' chosen for For–

• Data | Load XML

• Using standard Word functionality

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

• Select Sort Order

• Enter field labels

• Format resulting table

End For Each

• Select Properties Page

• Add a couple of blank lines between table and E

• Scroll down until <G_INVOICE> appears

• Making sure Insert Position = Child,

• Change so that looks like

• Change so that looks like

• Clicking OK yields above table

For Each Group

End For Each Group

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

• Highlight C_EXP_FLEXFIELD, make it Bold, Italics

• Change headers in table, adjust column sizes

• To aide in spacing, eliminate wrapping, highlight each

• From Add–Ins, Oracle

• Note any formatting,

• Highlight F just before

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

• Lines sorted numerically

• Place cursor after first F Legacy Tools

• Click Type your own:

• Click OK then Click OK

• Place cursor before last E Legacy Tools

• Click Type your own:

– Result: if first record

• Error messages are not

• Use XML Publisher Administrator responsibility

• Enter any Name

• Query Data Definition just created

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

• Click Templates tab

• Enter any Name, Code, Description

• Click Browse to upload template file from PC file system

• Click Preview to verify template is correct

• Click Options and

• View Output now shows templated report

• MetaLink Doc. ID 741301.1 "Implement

• Place cursor before first F Legacy Tools

• Click Type your own:

• For condition Logical

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

Ensure values will

Name must match

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

• OAUG Knowledge Factory