Midwest Higher Education User Group MIDHEUG BI Publisher
Midwest Higher Education User Group (MIDHEUG) BI Publisher 101 October 2016 Session Number: 2008
Presenter Rahul Nori People. Soft Systems Developer Capella University (Capella Education Company) rahul. nori@capella. edu • Masters in Computer Science from University of Alabama • Currently a Ph. D Candidate in Computer Science at University of North Dakota • 11 years of programming experience, 5 years of experience using various reporting tools • 3 years of People. Soft application development experience
A Leader Delivering High Quality Online Learning for Working Adults Capella University • Exclusively online • Founded in 1993 as one of first fully online universities CERTIFICATE’S 3% DOCTORAL/Ed. S 26% • Graduate-focused university • Accredited by The Higher Learning Commission (HLC) in 1997 BACHELOR'S 25% MASTER'S 46% • Reputation for academic quality and innovative solutions • Leading edge direct assessment programs separated from credit hour requirements 3 Capella University total enrollment of 38, 231 learners as of 6/30/2016
Unique Profile of Capella Learners • Learner Profile: – Average age: 39 years – Mid-career adult professionals – Pursuing education part-time (91%) • 76% female • About 52% learners of color • Looking for: – Rigorous academic experience – Relevant learning – Career advancement – Personal fulfillment and growth Serious professionals; advancing careers 4
CAPELLA UNIVERSITY & ORACLE • Applications: • CS 9. 0 • CRM 9. 1 • ELM 9. 2 • FIN 9. 2 • HR 9. 2 • Portal • People. Tools 8. 54. 18 - 8. 54. 21 • Oracle Database 12 c Enterprise Edition • DEV, QA, STG, PRD
Session Overview • Introduction • Create data logic (Data Source) • Create and design presentation layout (Report Template) • Setup a process to fetch data and write out reports • No App Engine • Application Engine • Questions and discussion
Introduction Basics and setup
Introduction • XML Publisher renders data extraction and display techniques for template-based reporting • Released in People. Tools 8. 48 (July 2006) • XML Publisher = BI Publisher • Replacement for Crystal (discontinued in PT 8. 55) • Steps: Install Configure Design Template Generate Report
Introduction • Data Sources (Delivered in 8. 48/8. 49) • PS Query • Rowset • XML-File • XML Doc • Delivered in 8. 50 • PS Query • Connected Query • XML File • Template Types: • PDF • RTF • e. Text (RTF File) • XSL
Introduction Connected Query XMLDoc Query XML File Rowset RTF PDF e. Text XSL BI Publisher Engine
Advantages • Allows the data extraction and report layout to be built and managed independently of each other • More control for functional users • Can Reduce emphasis on coding • Provides easy transition to multiple output formats • Single data source to support multiple reports • Everything is XML – Let us use XML • Simplicity • Human and machine readable • Highly Extensible • Embeds with existing People. Soft Objects (file layouts) • Separates content from presentation
Configure Stable Version 1: Microsoft Word 2010, (Version 14. 0. 7166. 5000) 32 -bit And Oracle BI Publisher Desktop: 11. 1. 1. 6 Build 5. 7. 214 Stable version 2: Microsoft Word 2013 (Version 15. 0. 4797. 1000) 64 bit Oracle BI Publisher Desktop 11. 1. 1. 6
BI Publisher Security • Defining reports • Running reports • Viewing reports
Data Logic Designing a Data Source
Manage Data source Build a Query
Manage Data source Available Data Source Types
Add a new data source Available Data Source Types – Create New
Data source Add Query Data Source:
Data source Generated Sample Data and Schema
Data source Upload an XML File:
Data source Where is the file to upload? • Generate from PS Query • Generate from People. Code – XML File Data Source
Data source Connected Query Data Source
Data source Connected Query Data Source
Data source Rowset Data Source
Data source Rowset Data Source
Data source Modify XSD File Modify View and XSD File to include additional fields
Data source XML Data Source • Generate from PS Query • Generate from People. Code
Data source XMLDoc Data Source:
Presentation Layouts Designing a Report Template
Create Report template • Import XML File (sample data) • Design template • Utilize table wizard • Insert fields from data source. • Upload template to XML Report Definition • Provide additional options: • Output format • PDF security • Bursting
Create Report template - RTF Microsoft Word 2010 with BI Publisher 11. 1. 1. 6
Create Report template - RTF
Create Report template - RTF Use Table Wizard
Create Report template - RTF Table Wizard
Create Report template - RTF Table Wizard
Create Report template - RTF Table Wizard
Create Report template - RTF
Sample Template
Sample Output
Upload Report template
Upload Report template
Upload Report template
Upload Report template
Upload Report template
Upload Report template
Create Report template - PDF
Create Report template – PDF ADOBE ACROBAT XI PRO
Create Report template – PDF ADOBE ACROBAT XI PRO
Report template • e. Text: RTF-based templates that are used to generate flat-file text for files that must follow specific format for data placement • Example: transmitted to a bank or other customer • Electronic Funds Transfer (EFT) • Electronic Data Interchange (EDI). • XML file is the recommended data source for e. Text templates • XML produced by PS Query data sources lacks the required structure for e. Text • XSL Report template: e. Xtensible Stylesheet Language • We are exploring XSL to create Excel (. xlsx) templates • Helpful when fields spread more than the page width of. RTF template
Enhancements to template Design
Enhancements to template Design
Reporting process No Application Engine Vs Application Engine
Run report without app engine • • Use functionality provided with Query Report Viewer Data source must be PSQuery Templates can be RTF or PDF The table/view has to be live (not temporary table or table with no data) • Require prompts from PSQuery • Run the report by: – Go to: Reporting Tools > BI Publisher > Query Report Viewer – Choose a output format: HTM, RTF, PDF, XLS – Press View Report – Input the necessary prompt values – Press OK (downloaded to local machine)
Run report without app engine
Run report without app engine
Run report with app engine • Additional People. Code Files are provided • Use the function calls: &Rpt. Defn = create PSXP_RPTDEFNMANAGER: Report. Defn(&s. Rpt. Defn); &Rpt. Defn. get(); &Rpt. Defn. processreport("", %Date, &s. Out. Format);
Migrating XMLP objects • Add following to project: • BIP Data Source Definitions • BIP File Definitions • BIP Report Definitions • BIP Template Definitions • PS Query or Connected Query
Future work • Explore more reporting templates and output formats • Use XML reporting to perform simple data analytics • Create a fillable PDF/e. Text form from scratch • Recently, Oracle delivered BI version or crystal reports: – SF 756 – SF 853 – Create our own BI Report for other FA and SF Report • Use BI Publisher in other Pillars of People. Soft • Goal is to use BI Publisher as an addition to Query tool
Thank you ANY QUESTIONS?
Summary
References 1. People. Books 8. 54. 2. XML Publisher Tips for People. Tools by Lori Haussermann http: //www. oracle. com/technetwork/middleware/bipublisher/xmlpublishertips 4 peopletools-163309. pdf 3. People. Soft XML Publisher Primer, David Vandiver http: //peoplesofttricks. com/pdf/xmlp. pdf 4. People. Soft Campus Solutions Training: http: //peoplesoftcampus. blogspot. com/2012/04/peoplesoft-campusreporting-xml. html 5. People. Soft Wiki: http: //peoplesoft. wikidot. com/ 6. HEUG Online Forums: https: //www. heug. org/
Presenter Rahul Nori • People. Soft Systems Developer • People. Soft Development Center of Excellence • Capella Education Company • rahul. nori@capella. edu ALL PRESENTATIONS WILL BE AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE
THANK YOU!
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