BIP Overview

3
BI Publisher Overview
Tuesday, January 15, 2019
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Objectives:
• Overview of BI Publisher
• Understanding BI Publisher positioning
• Who should be using them
• What data they access
• What features they uniquely provide
• Challenges / Benefits
2 Copyright ©2016, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
2
All your Reports and Documents
✓Purchase Orders
✓Labels / Bar Codes
✓Collateral
✓Government Forms
✓eText
✓Invoices
✓Operational Reports
✓Correspondence
✓Financial Statements
✓Checks
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 2-3
Oracle BI Publisher Overview
Enterprise reporting solution for authoring, managing, and delivering electronically or

through print all of your highly formatted documents, such as:
• Operational reports
• Electronic funds transfer documents
• Government PDF forms
• Checks
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5-4
BI Publisher
• Oracle Business Intelligence Publisher (BI Publisher) is an
enterprise reporting solution for authoring, managing, and
delivering reports from multiple data sources in multiple
formats through multiple channels.
• Out of the box reports for operational reports are available
• High volume transactional and operational printed reports
• BI Publisher can be used as an alternative reporting solution to
OTBI.
5
BI Publisher in Fusion Applications and OAC
Separate data logic, layout &

translation;
Templates take the data items
provided by a data model and
arrange them, in the form of
tables, pivot tables, graphs, and
free-form text, into a report
layout
BI Publisher data flow
6
Management Reporting, Board Room Quality, Financial
Balances(Essbase)
Distribution, Snapshot or Live Reporting, Reporting
Graphs & Charts, Multiple Output Options
Smart View
Reporting & Analysis
Ad hoc Analysis, Pivot Tables, Sunburst

Graphs & Charts, MS Office Account Inspector and
Monitor, (OTBI and BIP)
Ad hoc, Dashboards, Transactional BI

Data(Fusion DB)
Charts/Graphs, Flexible Output, access (ie OTBI), Smart View,

Transactional
through, Essbase SA, Common among all

Fusion Applications
Specific Format/template driven BI Publisher

Access to the entire DB, Essbase, OTBI
reports, Subject Areas
7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

BI Publisher
8
BI Publisher
9
10
Data Model
Data model is BI Publisher Report Component, which

contain a set of instructions to retrieve the structured
data to generate B Report. Data models reside as
separate objects in the catalog. It extracts the data from
single or multiple sources. It can transform the data
during the Extraction process using Formula columns,
Summary columns. To build a data model, you use the
data model editor. It is roughly can be compared to
OTBI Subject Area.
11
Multiple Data Sources
Independent: A HTTP type Data Set

trend: An Oracle BI Analysis type Data Set
Sales: A XML file type Data Set
countries: A Microsoft Excel file type Data
Set
reader, library, and book: SQL Query type
Data Sets
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 12
Joins between Data Set objects
Joins between Data Set objects
– Using the Query Builder, you can create links between table columns as shown in the
following screenshot. This kind of relationship is called a join and specifies how the
rows of one table are combined with the rows of the second table. Columns of a
table, view, or materialized view can be used to create links. Query Builder supports
inner, outer, left, and right joins. You can find a detailed description of these
operations in the Structured Query Language (SQL) documentation:
Links between Data Sets
• Element-level links
– An Element-level link refers to a link created between an element of a Data Set and
an element of another Data Set. In this way, a parent-child relationship is created
between different Data Sets.
– You can link different types of Data Sets using element-level links. For example, as you
can see in the following screenshot, a link between an SQL Query Data Set and a
Microsoft Excel file Data Set was created by dragging the parent field Country from
the G_Reader group over the Code field in the G_Country child group:
Aggregate
• Group-level aggregate elements
• Global-level functions
BI Publisher
• New Data Model – Data Source > Standard SQL >
ApplicationDB_HCM
17
BI Publisher
• New Data Model – Data Source > Standard SQL > Oracle BIEE
18
Data Models and Sample Data
Before using the Layout Editor or Template Builder a Sample Data file must be available.
• A file must be attached to the Sample Data property.
• It is recommended that you attach a small, but representative set of sample data.
• Create Sample Data by:
– Generating a file during Data Model creation.
– Submitting a completed reported and downloading the XML file.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 19

Best Practices for Custom Report Development
Data Model Design – Data Sets
• BI Analysis data source to leverage

OTBI Schema
• Use seeded data model as the basis
for Custom Data Model
• Data Model Properties
Not Recommended to change
▪ Oracle DB Default Package
▪ Database Fetch Size
▪ Scalable Mode
Note
▪ Query Time Out
▪ SQL Pruning
▪ Include Empty Tags for Null Elements
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

BI Publisher
• New Data Model – Data Source > Standard SQL > Oracle BIEE
• View
• Save as Sample Data
• Export
21
• OTBI BIP
– Subject area (virtual Data model (access to all the
schema) db)
– Analysis Report
• Views template/layout

Layout Design
Template When to Use
BI Publisher Template •Web based Layout Editor – no client installation required

•Best for Management Report – WYSIWIG experience
•Interactive Output
•Wide range of output (PDF, HTML, Excel, PPT, RTF, MHTML)
•Not recommended for data size above 50 MB
RTF Template •Easy to create using Template Builder MS Word Add-in
•Extensible to use XSL code syntax within BI Publisher Code Syntax
•Wide range of output (PDF, HTML, Excel, PPT, RTF, MHTML)
•Complex layout design, formulae, calculations
•For Barcodes, Packing Slips, Invoices, Checks, Complex Charts
Excel Template •Excel format is the only output expected
•Maintain the cell formatting for number and date fields, column width
•Use of native excel charts, functions, micros etc
•Handle large number of columns in excel output

Layout Design
Template When to Use
PDF Template •PDF forms with XML elements mapped to form fields.
•Directly use Government Forms as Template
•PDF output only
•Use Acrobat Professional to Create/Edit Template
eText Template •Text output only – for electronic communication
•Great for character delimited or fixed position docs (EFT & EDI)
•RTF with table of statements to place fields and separators
XSL Template •Allows for third party tools and legacy solutions

BI Publisher (2)
• MS Office BIP Plug in
• Sample XML
• Insert Table
25
BI Publisher (2) - MS Office BIP Plug in
• Save as rtf • Visualize layout as PDF
Template Builder for Word
Template Builder is:

• An add-on to Microsoft Word (2000 or later) that simplifies Rich Text Format (RTF)
template creation for Oracle BI Publisher reports.
• Also known as Oracle BI Publisher Desktop.

Template Builder Installation
Template Builder is downloaded from within Oracle BI Catalog or Oracle Business

Intelligence Enterprise Edition.
Prerequisites for installing Template Builder include the following:
• Microsoft Windows 2000 or later
• Microsoft Word 2003 or 2007 (preferred)
• Java SE Development Kit (JDK) 5 or later (This also includes Java Runtime
Environment [JRE]. JRE 1.6 or later is required.)
• Microsoft .NET Framework 3.5 with SP1 or later

Template Builder for Word Overview
Template Builder enables you to perform the following tasks:

• Insert data fields.
• Insert data-driven tables, forms, and charts.
• Use the many formatting features of your standard Microsoft Word application.
• Preview your template with sample XML data.
• Edit predefined or predifined layouts.

Interface
After you install Template Builder successfully, you should see the BI Publisher ribbon when
you open the Word application.
The BI Publisher ribbon provides various options in these menus:

• Online
• Load Data
• Insert
• Preview
• Tools
• Options

Insert Menu
Use the Insert menu to add:

• Table Wizard
• Table/form
• Pivot Table
• Repeating Group
• Chart
• Conditional Format
• Field
• Conditional Section
• All Fields

Tools Menu
• Field Browser
• Validate Template
• Translation
• Export

Using the Template Builder for Word
• Use native Word features.

• Create tables.
• Edit Predefined Layouts.

Style Template
• Understanding Style Templates
• A style template is an RTF template that contains style information that can
be applied to RTF layouts. The style information in the style template is
applied to RTF layouts at runtime to achieve a consistent look and feel
across your enterprise reports. You associate a style template to a report
layout in the report definition. Using a style template has the following
benefits:
• Enables the same look and feel across your enterprise reports
• Enables same header and footer content, such as company logos, headings,
and page numbering
• Simplifies changing the elements and styles across all reports

BI Publisher – Create a Report from OTBI SA
1. New Report > Select 2. Select Layout

Data (Subject Area)
BI Publisher – 6 Steps to Create a Report
3/4. Create Chart 5. Create Table
BI Publisher – 6 Steps to Create a Report
6. Save
37
BI Publisher
• Schedule BI Publisher report
• Chose BIP report to schedule
• Fill in the details and submit
38
When to use / Not to use BI Publisher
When to use BI Publisher When NOT to use BI Publisher
1. For highly formatted & pixel 1. For Ad Hoc Query & Analysis
perfect reports 2. Interactive Data Exploration, Slice &
2. Complex print formatting, such Dice
as legal terms and conditions on 3. To create Dashboard
alternate pages.
4. As a replacement for ETL tool
3. Report to be delivered to an FTP
5. For modern visualization charts
server
6. Ease of use in Data Model Design
4. Report Bursting
7. Security – OTBI is designed for
5. Report has excel output and
secure views
uses excel native functions and
macros
6. Multi-lingual reports
7. Data has to be transformed
before creating the report
8. For EDI/EFT transactional output
BI Publisher vs. OTBI
OTBI BIP
• Mindset • Mindset
• publish this query on a • print this report on a page
dashboard screen
• Mentality • Mentality
• fit these results on a web- • print this result like this
based dashboard
• Analysis • Report
• Views (table, chart, pt) • Layout, template
• Subject Area • Data Model
• Is already built for you • You have to build
• SA are not shown in the • DM is in the Catalog / Data
Catalog sets
• 1 Analysis can be connected • 1 Report can be connected
to multiple SA to 1 DM (can have many DS)
BI Publisher vs. OTBI
OTBI BIP BIP

Limitations Strengths Limitations
• You cannot • If need more that • Manual upd
change SA what SA after upgrade
• One source coverage • No security
enforced
(Fusion • BIP can connect
Transactional DB) to physical db, • Hierarchy
support not
• Limited SA, Analysis,
available
extensibility excel, web
• Flexfield support
• Limited coverage services
not available
• Formatting and • Cost of work
layout • Performance
• Bursting (SQL in the DM)
BI Publisher – Extra
• http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
• http://www.oracle.com/technetwork/middleware/bi-publisher/community/index.html
BI Publisher Best Practices for SaaS Environments

• http://www.oracle.com/technetwork/middleware/bi-publisher/bip-best-practices-for-
saas-env-3030499.pdf
• https://blogs.oracle.com/xmlpublisher/
42
43
44
45

BIP Overview

Uploaded by

Copyright:

Available Formats

You might also like

BIP Overview

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

BIP Overview

Uploaded by

Copyright:

Available Formats

3

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Enterprise reporting solution for authoring, managing, and delivering electronically or

Separate data logic, layout &

BI Publisher data flow

Ad hoc Analysis, Pivot Tables, Sunburst

Ad hoc, Dashboards, Transactional BI

Charts/Graphs, Flexible Output, access (ie OTBI), Smart View,

through, Essbase SA, Common among all

Specific Format/template driven BI Publisher

7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Data model is BI Publisher Report Component, which

Independent: A HTTP type Data Set

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 19

• BI Analysis data source to leverage

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

• Save as Sample Data

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

Template When to Use

BI Publisher Template •Web based Layout Editor – no client installation required

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

Template When to Use

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

• Save as rtf • Visualize layout as PDF

Template Builder is:

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 27

Template Builder is downloaded from within Oracle BI Catalog or Oracle Business

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 28

Template Builder enables you to perform the following tasks:

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 29

The BI Publisher ribbon provides various options in these menus:

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 30

Use the Insert menu to add:

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 31

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 32

• Use native Word features.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 5 - 33

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

1. New Report > Select 2. Select Layout

3/4. Create Chart 5. Create Table

• Fill in the details and submit

OTBI BIP BIP

BI Publisher Best Practices for SaaS Environments

You might also like