Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

description

This session presents an overview of Oracle Business Intelligence Publisher—Oracle's strategic enterprise reporting solution for authoring, managing, and delivering all types of highly formatted documents—used in more than 30 Oracle applications and other products. End users can easily design report layouts, using a browser or familiar desktop tools, greatly reducing the time and cost of developing and maintaining reports. IT developers can create data models from many datasources and use Oracle Business Intelligence Publisher Web services or Java APIs to build custom applications leveraging existing infrastructure.

Transcript of Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

Page 1: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

Page 2: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

BI Publisher - Create All Your Reports Easily and Quickly (14982)

Mike Donohue Director, BI Product Management

Osama Elkady Sr. Director, BI Development

Page 3: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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.

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

Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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

Why BI Publisher?

•  BI Publisher can Provide All Your Reports…

•  Easier •  Better Managed •  Faster

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 Government Forms

 Invoices

 Operational Reports

 Correspondence

 Financial Statements

 Checks

 Purchase Orders

 Interactive Reports

 EFT & EDI

 Shipping Labels

BI Publisher … For All Your Documents

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MasterCard Worldwide – Easier

Results •  3 days and 1 person to implement

POs •  12x faster w/ 1/3 fewer people •  End-to-End process using out of the

box functionality

Challenges •  Purchase Orders for 50 Operating

Units across the globe •  Vendor Country Terms & Conditions •  90 days and 3 people (incl. 3rd party

vendor) to implement POs

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Gallup – Better Managed

Results •  30 Publisher reports (85% reduction) •  3 months w/ one f/t report developer •  End Users and IT staff very happy

Challenges •  Over 200 Crystal Reports •  Cumbersome report repository

frustrated users and IT staff •  Duplicate reports with minor layout

changes and to support multi-language

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Consolidated Graphics – Faster Business •  Customer brochures at car dealerships •  Photo albums & Calendars from photo

websites •  Large Print singage at conferences •  Benefit & Enrollment forms for

Healthcare Providers

Challenges •  100,000 Enrollment Forms in 48 hours •  .NET server taking 24 hrs to generate

4,000 Forms •  24 .NET servers & 15 people to monitor

and resubmit failures

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

Consolidated Graphics

24 .NET Servers

15 Administrators *

Before … After …

100,000 Forms in 24 hours 100,000 Forms in 3 hours 8 x Faster!

1 BI Publisher Server 2 .NET Servers

1/8 Fewer Servers!

4 Administrators

1/3 Fewer People!

No babysitting!

*

* Required to re-submit failed jobs

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

“This (BI Publisher 11.1.1.5) is a total bad ass release. I have just started playing with it and it is amazing. You guys rock.”

Dasu Baregala Enterprise Architect, Consolidated Graphics

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

Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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Diverse Reporting Requirements

•  Customer Facing Documents •  Financial Statements •  Government Forms •  Marketing Collateral •  Contracts •  Checks, Labels •  XML / EFT / EDI •  Multiple destinations

Reports

Checks

Labels

Invoices

XML/EFT/EDI

Destinations

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Complex Reporting Infrastructure

•  Multiple point solutions •  Highly-skilled engineers

required to maintain servers and reports

 Costly  Time consuming  Complex systems  Expensive maintenance  Labor intensive

Check Print Server

Payment Server

Invoice Server

Report Tool

Label Generator

Delivery Server

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It takes a long time to develop using Traditional Reporting Tools

Many Iterations

Layout, font, margin etc.

Report Requirements

Report files Report Output

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Traditional Reports are difficult to maintain

Data Logic Layout

Translation

•  1 Query •  10 Layouts •  10 Translations = 100 report files

High cost to customize -- Difficult upgrade

Combine query, layout, and translation

1 Query 10 Layouts

10 Translations

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Other Issues with Traditional Reporting Tools

•  Production Issues –  Large load on the transactional data base –  Time to produce the reports; size of output file – Proprietary report programming languages require

expensive specialists and consultants • Global Deployment Issues

– Multiple Instances required for different character sets –  Insufficient support for Bi-Directional Languages – Dependence on Printer Character sets require language

specific printers

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Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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BI Publisher Simplifies Maintenance Separate query, layout, and translation

Report output

Greater Flexibility – Reduced Maintenance Cost

Data Logic

Layout

Translation BI Publisher

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Develop Reports Faster with BI Publisher

Reports

Layouts

Multiple Data Sources

•  Business users create layouts with browser or familiar desktop tools

•  IT builds data model

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BI Publisher – One Environment …

Reports

Checks

Labels

Destinations

Invoices

XML / EFT / EDI

•  Author •  Manage •  Deliver

•  Remove Complexity •  Reduce Maintenance Cost •  Reduce Total Cost

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BI Publisher … from Data to Destination

Layouts

Email

Printer

Fax

e-Commerce

Repository

•  Publisher •  Word •  Acrobat

•  Excel •  Flex •  Others

Web Services

Oracle Database Oracle BI

SQL Server

E-Business Suite, PeopleSoft, Siebel,

JD Edwards

OLAP

EFT / EDI

PDF

HTML

Excel

Power Point

XML / CSV

Flash

RTF

Interactive

XSL

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BI Publisher Get Data Once, Publish Many Docs

Payment Data

Controller

CEO

Auditor

Government

Bank

Layouts as needed For different requirements

PDF

Interactive

Excel

EFT / EDI

XML / CSV

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Qualcomm Requirements •  60 Reports •  30 Invoice variants •  Barcodes •  Graphics •  Electronic banking

Implementation •  Implemented in 3 Months •  Business Analysts create

Templates •  RTF Templates •  eText Templates

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BI Publisher Global Consolidation

•  Supports 185 languages and 244 territories •  Single Global Instance – Translated User Interface •  BI Publisher ships with full set of Unicode Fonts •  No need for expensive language-specific printers •  BI Publisher supports

•  Chinese, Japanese, Korean •  Bidirectional Languages •  Unicode •  Multiple Language Support

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Bank of Egypt Requirements •  Report from transaction

database •  High Volume Reporting •  Minimize Load on Database •  Bidirectional language

support: Arabic

Implementation •  iFLEX Customer •  Switched 400 BOBJ reports

to BI Publisher •  Bidirectional RTF Templates •  Bursting

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BI Publisher is Open •  Web Services for SOA development •  Java APIs for custom application development •  Data sources: JDBC, Web Services, XML data sources •  MDX OLAP Data sources: Essbase, Analysis Servers, SAP/BW •  Standard W3C XSL-FO style sheets •  Output formats in Interactive, PDF, Excel, PowerPoint, RTF, HTML … •  Delivery Support for

•  Internet Printing Protocol, CUPS •  Internet Fax Protocol •  SMTP email protocol •  WebDAV, FTP, SFTP

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BI Publisher – Enterprise Class Reporting

Shared Data Models with Business Views

Data Engine

Cache Manager

Document Engine

Parameter Manager

Translation Service

Report Server

XML Parser

Layout Engine

Form Processor RTF Processor FO Processor

Security Service

XSLT Processor

Data Relationship

Formulas Calculations

Bursting Definitions

Catalog Service

Event Triggers

Parameters and LOVs

Interactive View Engine HTML5

AJAX

SVG

Cache

Flash

Scheduler

Job Queue

Quartz

Delivery

Bursting

Notification

ESS

Java APIs

Web Services

WebLogic Server

BI Publisher

Common Services

OID

Data Service

Auditing

JSF

SSO

Logging

LDAP

OLTP & ODS Systems

Data Warehouses

Applications (Oracle, SAP,

Others)

Excel XML

Business Processes

OLAP Exadata Scheduler Database

Page 29: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

Page 30: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

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Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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

New in 11.1.1.5 for Report Consumers

•  Safari support •  Native Excel XSLX output •  Interactive output performance

enhancements

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New in 11.1.1.5 for Report Authors

•  Excel Templates •  Local Excel Data Source •  Layout Editor

–  List –  Pivot Table Enh. –  Formula Dialog Enh.

•  EBS Data Source Enh •  XML in CLOB via SQL •  Office 2010 support

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New in 11.1.1.5 for Admins & Developers

•  LDAP Enh for Active Directory •  Lifecycle Mgt Utilities •  Web Services •  Audit Enh. and Reports •  Bursting Enhancements

–  Parameters –  XML. Webservices

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

Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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BI Publisher Availability & Integration

•  Oracle BI Publisher •  BI Publisher is Reporting and Publishing in BI EE Plus

•  BI Server as a data source •  BI Answers request as a data source •  BI Publisher report in a Dashboard w/ prompts •  Catalog •  User Interface •  Security integration

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BI Publisher Limited Use License in Apps •  Oracle E-Business Suite

•  In 11i -- 500 templates In R12.1 -- ALL reports are BI Publisher

Oracle Reports to Publisher Conversion Assistant •  PeopleSoft

•  Integrated into 8.48 •  Products shipping content in R9

•  Financials HCM SCM •  Grants CRM Student Admin

•  Siebel CRM •  Integrated in 8.1.1 119 reports OOTB •  Actuate to Publisher Conversion Assistant

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•  J.D. Edwards Enterprise One •  Integrated into 8.96 and higher •  Allow customers to develop their own templates •  JDBC driver

•  J.D. Edwards World •  Integrated in A9.1

Produce XML that can be used as input to BI Publisher Automated integration in newly released A9.2 JDBC Driver

BI Publisher Limited Use License in Apps

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BI Publisher with Many Oracle Products •  Oracle Identity Management •  Oracle Life Sciences AERS

•  Oracle Life Sciences Data Hub

•  Oracle FLEXCUBE Universal Banking

•  i-Flex FLEXCUBE Retail

•  Oracle FLEXCUBE Direct Banking •  Oracle Reveleus

•  Oracle Mantas

•  Agile Product Lifecycle Management for Process

•  Agile Product Lifecycle Management

•  Oracle Hyperion Planning •  Oracle Hyperion Financial Management

•  Oracle Application Express (APEX) •  Oracle SOA Governance

•  Oracle Retail

•  Oracle Global Risk & Compliance

•  iFlex FLEXCUBE – IFLEX Reinsurance

•  Oracle FLEXCUBE Lending and Leasing •  Oracle Communications Applications

•  Oracle Transportation Management

•  Oracle Insurance Insbridge Rating and Underwriting

•  Enterprise Manager - Configuration Change Console

•  Oracle Primavera Enterprise Project Portfolio Management

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Oracle BI Publisher

•  Why BI Publisher •  Reporting Challenges •  BI Publisher Benefits •  Demo •  What’s New •  Availability and Integration •  Q&A

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More Good Stuff

http://www.oracle.com/technology/products/xml-publisher

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)  

MarrioE  Marquis  -­‐  Salon  5/6  

Wed  1:15  –  2:15  pm  

16762:  Become  a  ReporOng  Superstar  with  BI  Publisher  Best  PracOces  

Moscone  West  Room  2002/2004  

Wed    5:00  –  6:00  pm  

15010:  BI  Publisher:  Anatomy  of  a  Template  

Moscone  West  Room  2000  

Thr    1:30  –  2:30  pm  

Page 42: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

Q&A

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

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45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 45 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.

Page 46: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

Consolidated Graphics – Faster

Results •  100,000 Forms in 3 hours •  1 BI Publisher Server; 2 .NET servers •  8 x Faster with 1/8 fewer servers and

1/3 fewer people •  Customers amazed at turn around •  Very stable -- don’t need to babysit

Challenges •  100,000 Enrollment Forms in 48 hours •  .NET server taking 24 hrs to generate

4,000 Forms •  24 .NET servers & 15 people to monitor

and resubmit failures

Page 47: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

Qualcomm Requirements •  60 Reports •  30 Invoice variants •  Barcodes •  Graphics •  Electronic banking

Implementation •  Implemented in 3 Months •  Business Analysts create

Templates •  RTF Templates •  eText Templates

Page 48: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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

Some Customers

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Dell Inc. Requirements •  Invoices in EMEA (18 languages) •  Multiple Data Sources •  Multiple Delivery Channels •  Watermarks

Implementation •  RTF Templates •  Delivery Manager •  BI Publisher server •  High Volume ~20000 docs/hr •  Database load < 5% increase

Page 50: Create All Your Reports More Easily and Quickly with Oracle Business Intelligence Publisher

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NCR Requirements •  Generate Bill of Lading •  Barcode support •  Multiple Delivery Channels •  Supplemental Pages

Implementation •  RTF Templates •  Conditional Formatting •  External Font Mapping •  Delivery Manager

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URS Corporation Requirements •  Project Management reports,

labels and transmittals •  Integrate into custom SOA

application •  3rd party content management

Implementation •  Java APIs and Web Services •  RTF Layout Templates •  Data Templates and Complex

graphs

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Latin America 2011 December 6–8, 2011

Tokyo 2012 April 4–6, 2012

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Oracle OpenWorld Bookstore

•  Visit the Oracle OpenWorld Bookstore for a fabulous selection of books on many of the conference topics and more!

•  Bookstore located at Moscone West, Level 2 •  All Books at 20% Discount