1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for...

31
1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Transcript of 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for...

Page 1: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Page 2: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

BI Publisher – Anatomy of a Template (15010)

Mike Donohue Director, BI Product Management

Klaus Fabian Sr. Manager, BI Development

Page 3: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Page 4: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher

• BI Publisher Documents • Invoices … simple right? • Disecting and Invoice

• Header – Demo • Detail – Demo • Footer -- Demo

• Other Options • Q&A

Page 5: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Government Forms

Invoices

Operational Reports

Correspondence

Financial Statements

Checks

Purchase Orders

Interactive Reports

EFT & EDI

Shipping Labels

BI Publisher … For All Your Documents

Page 6: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Invoices – Simple Right?

Header Section

Detail Section

Footer Section

Page 7: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Header Section – Logo Image

Page 8: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Header Section – Barcode

Page 9: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Header Section – Barcode

Page 10: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Header Section – Repeating Header

Page 11: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Detail Section – Row Limit

Set number of Rows

Page 12: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Detail Section – Page Total

Page 13: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Footer Section – Last Page Only

Page 14: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

And on the back …

Terms and Conditions - must not contribute the to

the total number of pages of the invoice

- Invoice must finish with a T&Cs page

… not quite so simple

Page 15: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Know your data structure <RAXINV>

<LIST_G_ORDER_BY>

<G_ORDER_BY>

<LIST_G_INVOICE>

<G_INVOICE>

<LIST_G_INV_TERM>

<G_INV_TERM>

<LIST_G_LINE_TOTAL>

<G_LINE_TOTAL>

<LIST_G_LINES>

<G_LINES>

<LIST_G_TAX_RATE>

<G_TAX_RATE>

• The template is going to ‘walk’ the data structure

• You need to know the data structure

Page 16: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Header Section • Header layout

– Notice this is in the RTF header section – Can not use form fields in the header use text tags

• Barcode – HTML and RTF outputs rely on the font being available on

the client machine – PDF output is truly portable with a subset of the barcode

embedded in the document

• Header/Page number reset – Use the for-each@section to get the page numbers to re-set

Page 17: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Demo D E M O N S T R A T I O N

Page 18: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Font Mapping in Template Builder

• Sample .cfg file under Template Builder for Word\config directory.

• B39R00 barcode font included under Template Builder for Word\fonts directory

Page 19: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Font Mapping at the Server Level

Page 20: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Font Mapping at the Report Level

Page 21: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Detail Section – Fixed Lines and Page Totals • Fixed Line Enumeration

– Create a ‘constant’ to hold the number of lines per page – Use a counter to check how many rows are rendered. If it

reaches the required number then stop and start a new page – If the last page does not have enough lines to fill the page then

use the ‘filler’ row

• Page Total – Does not use the conventional page total support – We know how many lines there are per page so it’s a

calculation

Page 22: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Demo D E M O N S T R A T I O N

Page 23: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Footer Section • Fixed position

– Use row count to put the summary section in a specific position – Filler rows ensure its in the right place every time

• Last page only – Use row count and filler rows to get position and last page only,

not the conventional ‘last page only’ functionality

• Terms and Conditions – Call a ‘sub-template’ to display the T&Cs

• Finish on ‘even’ numbered page – Use the finish-on command

Page 24: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Demo D E M O N S T R A T I O N

Page 25: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Putting it all together … • BIP generates a batch of

invoices with required features

• Other options – Bursting – Intelligent delivery – OMR marks – Document storage – Application integration

Page 26: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

More Good Stuff

BI Publisher Demo Pod: Moscone South, Right - SR-287

What Where When

32020: Building Reports and Data Models in BI Publisher 11g (HANDS ON LAB)

Marriott Marquis - Salon 5/6

Wed 1:15–2:15 pm

16762: Become a Reporting Superstar with BI Publisher Best Practices

Moscone West Room 2000

Wed 5-6 pm

15010: BI Publisher: Anatomy of a Template

Moscone West Room 2000

Thr 1:30 – 2:30 pm

Page 28: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Q&A

Page 29: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Page 30: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Page 31: 1 Copyright © 2011, Oracle and/or its affiliates. All ... · product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is

31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.