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Discoverer & BI Publisher For Users

Naren Thota (Courtesy Tim Sharpe) February, 2008

Professional Background
Started as an Oracle Developer in 1996 Experienced in Implementations and Upgrades Extensive experience with BI solutions for Oracle EBS Clients since 1997 Experience with Packaged Vendors
Informatica DecisionExperts from Teradata Noetix Views Cognos Enterprise Suite etc. Discoverer Daily Business Intelligence XML/BI Publisher OBIEE Suite 10.6 SC thru 11.5.10.2

Extensive experience with Oracle BI Tools

Active in OAUG and regional User Groups. Currently serving as a Chair for the Applications Forum of Dallas Oracle Users Group (DOUG)

Agenda
Typical Reporting Needs
Dynamic Static

Overview
Discoverer 10g BI Publisher

Compare/Contrast Summary, Additional Resources Questions and Answers

Dynamic Reporting
Ad Hoc Queries (on the fly) Business Intelligence Analytics
Dimensionality Time Series Analysis Data Slicing Hierarchical Drilling

Data Mining Layout Flexibility Spreadsheet Functionality

Static Reporting
Richly Formatted Reports Executive Reports Financial Statements Government Forms Marketing Materials Contracts Checks Labels EDI Files

Discoverer 10g

Discoverer Overview
Administrator EUL & Catalog End User Tools
Desktop, Plus & Viewer

Component Puzzle

Portlets & Portlet Provider


Oracle Application Server

Oracle Database at center


Internal Data External Data
DB links, Gateways

Discoverer Overview
Administrator
Provides Management of Infrastructure EULs
Container

Business Areas
Access Control Structures

Individual Components
Folders Conditions Joins Etc.

Security & Privileges


Users & Responsibilities
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Discoverer Overview
Administrator (cont.)
Business Area Components
Folders - represent tables, views, queries Items fields Conditions where clause Hierarchies - drilling Item Lists LOVs Calculations custom fields Joins between folders Summaries pre-aggregations

Discoverer Overview
End User Tools
Desktop
Self contained Client/Server design OS Dependent Full Functionality

Plus
Java Powered Web Based, OS Independent Most Functionality

Viewer
Web Based, OS Independent Minimal Functionality
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Discoverer Overview
Desktop, Plus
Create/Save Workbooks, Multiple Worksheets
Tabular, Crosstab

Select Items from Folders


Top, Side or Page

Apply Conditions, Parameters Create Calculations Colors, Formats, Graphs Share Workbooks Schedule Runtimes Export Results to Excel, HTML, Text, CSV, XML, PDF
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Discoverer Overview
Minimal Functionality
View Existing Workbooks Re-arrange Fields Change Parameter Values

Viewer

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Portlets and Portlet Provider


Single Point of Entry Java BI Beans Components of Oracle Application Server

Discoverer Overview

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Portlet & Portlet Provider


Fully Web Enabled Multiple Reports in Single View Personalizable Dashboards Combine Multiple Sources

Discoverer Overview

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Formerly XML Publisher

BI Publisher

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BI Publisher Overview
BI Publisher Engine Report Templates EDI Templates Template Builder XML Data from Anywhere Formatted Output in HTML, RTF, Excel, PDF, EDI, etc. Deliver via Email, Fax, Printer, Web Portal, etc.

Components

Report Templates

XSL

XML

EFT

Report Output

XML Data
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BI Publisher Overview
Merges XML Data with Report Template Provides Java-based Delivery Mechanism Stand-Alone 11i Version
Concurrent Process Template Manager Reports Data

BI Publisher Engine

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BI Publisher Overview
Create with MS Word or Adobe Acrobat MS Word
Field Codes Template Markup Syntax

Report Templates

Acrobat
Typically Modify Existing Doc Template Markup Syntax

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BI Publisher Overview
MS Word Special RTF Tables Produces Flat Files for EDI

EDI Templates

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BI Publisher Overview
MS Word Plug-in Wizards, Drag-and-Drop Report Preview Simplifies Template Creation

Template Builder

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BI Publisher Overview
Any Valid Source Produced from
Oracle Reports Discoverer PL/SQL Scripting Etc.

XML Data

Multiple Uses
More than one template Data subsets Variable outputs
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BI Publisher Overview
Rich Text Formatting Precision & Control Interactivity Conditions & Parameters Sort Hide Columns Conditional Formatting Formulas, Functions Advanced Charting

Formatted Output

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Formatted Output - Examples


Checks

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices Purchase Orders

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices Purchase Orders Government Forms

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices Purchase Orders Government Forms Tax Documents

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices Purchase Orders Government Forms Tax Documents Financial Reports

BI Publisher Overview

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Formatted Output - Examples


Checks Invoices Purchase Orders Government Forms Tax Documents Financial Reports Dashboards

BI Publisher Overview

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BI Publisher Overview
Data Source Layout Output
PDF

Report Delivery
Delivery
Email

Oracle DB, MS SQL Server

RTF

Printer
HTML

Oracle 11i, PeopleSoft, SAP, Siebel

BI Publisher
XSL

Excel

Fax

XML

Oracle Reports, PL/SQL, Java, Perl, etc

Templates

WebDAV
EDI

EFT

WWW

Web Services 30

Discoverer vs BI Publisher
Discoverer
Web Enabled Data Security 11i Integration Scheduling Advanced Analytics User Driven Advanced Formatting Report Delivery

Compare/Contrast
BI Publisher

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Summary & Additional Resources


Discoverer
Dynamic Analytics User Driven

Discoverer & BI Publisher


BI Publisher
Static Formatting Delivery

Oracle Business Intelligence Discoverer Administration Guide Oracle Business Intelligence Discoverer Desktop User's Guide http://www.oracle.com/technology/documentation/discoverer.html Introduction to BI Publisher http://www.oracle.com/technology/products/xml-publisher/index.html BI Publisher Users Guide & Developers Guide http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html

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Questions and Answers


Thank You! Naren Thota nthota@solutionbeacon.com
www.solutionbeacon.com
Real Solutions for the Real World

Copyright 2008 Solution Beacon, LLC All Rights Reserved Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

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