Release 11i WorkshopsDallas, TX • Santa Clara, CA
Cincinnati, OH • Denver, CO • Atlanta, GADetroit, MI • Las Vegas, NV
www.solutionbeacon.com
Tim Sharpe
Oracle EOracle E--Business SuiteBusiness SuiteRelease 11Release 11ii
Discoverer & BI PublisherDiscoverer & BI PublisherFull Spectrum ReportingFull Spectrum Reporting
22© 2007 Solution Beacon, LLC. All Rights Reserved.
Are you an OAUG Member?Are you an OAUG Member?
Member Benefits include:Member Benefits include:
uu AdvocacyAdvocacy opportunities to influence Oracle on product enhancements, usabiopportunities to influence Oracle on product enhancements, usability, lity, new features, Oracle support, pricing and qualitynew features, Oracle support, pricing and quality
uu KnowledgeKnowledge that showcases the latest trends and techniques used by industrythat showcases the latest trends and techniques used by industryleaders through our national and regional events and our publicaleaders through our national and regional events and our publications, such as tions, such as OAUG Insight magazineOAUG Insight magazine
uu CommunicationCommunication with other OAUG members worldwide through participation in with other OAUG members worldwide through participation in OAUG committees, leadership positions, interaction with Oracle COAUG committees, leadership positions, interaction with Oracle Corporation's orporation's user initiatives, frequent member surveys, and Oracle managementuser initiatives, frequent member surveys, and Oracle management briefingsbriefings
uu EducationEducation through the hundreds of careerthrough the hundreds of career--enhancing presentations in our enhancing presentations in our conference paper database archive, as well as discounts to confeconference paper database archive, as well as discounts to conferences and rences and Oracle educationOracle education
uu NetworkingNetworking with Oracle customers, industry experts, thirdwith Oracle customers, industry experts, third--party software firms, party software firms, and other Oracle Applications specialists through our Member Datand other Oracle Applications specialists through our Member Database and abase and Online Vendor DirectoryOnline Vendor Directory
Global Users. Global Solutions.Global Users. Global Solutions.
33© 2007 Solution Beacon, LLC. All Rights Reserved.
AgendaAgenda
uu Typical Reporting NeedsTypical Reporting Needsll DynamicDynamic
ll StaticStatic
uuOverviewOverview
ll DiscovererDiscoverer
ll BI PublisherBI Publisher
uuCompare/ContrastCompare/Contrast
uuSummary, Additional ResourcesSummary, Additional Resources
uuQuestions and AnswersQuestions and Answers
44© 2007 Solution Beacon, LLC. All Rights Reserved.
Dynamic ReportingDynamic Reporting
uuAd Hoc Queries (on the fly)Ad Hoc Queries (on the fly)
uuAnalyticsAnalyticsll DimensionalityDimensionality
ll Time Series AnalysisTime Series Analysis
ll Data SlicingData Slicing
ll Hierarchical DrillingHierarchical Drilling
uuBusiness IntelligenceBusiness Intelligence
uuData MiningData Mining
uu Layout FlexibilityLayout Flexibility
uuSpreadsheet FunctionalitySpreadsheet Functionality
55© 2007 Solution Beacon, LLC. All Rights Reserved.
Static ReportingStatic Reporting
uuRichly Formatted ReportsRichly Formatted Reports
uuExecutive ReportsExecutive Reports
uu Financial StatementsFinancial Statements
uuGovernment FormsGovernment Forms
uuMarketing MaterialsMarketing Materials
uuContractsContracts
uuChecksChecks
uu LabelsLabels
uuEDI FilesEDI Files
66© 2007 Solution Beacon, LLC. All Rights Reserved.
Dynamic ReportingDynamic Reporting
Discoverer 10Discoverer 10gg
77© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewComponent PuzzleComponent Puzzle
uuAdministratorAdministrator
uuEUL & CatalogEUL & Catalog
uuEnd User ToolsEnd User Toolsll Desktop, Plus & ViewerDesktop, Plus & Viewer
uuPortlets Portlets & & Portlet Portlet ProviderProviderll Oracle Application ServerOracle Application Server
uuOracle Database at centerOracle Database at center
ll Internal DataInternal Data
ll External DataExternal Data
uuDB links, GatewaysDB links, Gateways
88© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewAdministratorAdministrator
Provides Management of InfrastructureProvides Management of Infrastructure
uuEULsEULsll ContainerContainer
uuBusiness AreasBusiness Areasll Access Control StructuresAccess Control Structures
uu Individual ComponentsIndividual Components
ll FoldersFolders
ll ConditionsConditions
ll JoinsJoins
ll Etc.Etc.
uuSecurity & PrivilegesSecurity & Privilegesll Users & ResponsibilitiesUsers & Responsibilities
99© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewAdministrator (cont.)Administrator (cont.)
uuBusiness Area ComponentsBusiness Area Componentsll Folders Folders -- represent tables, views, queriesrepresent tables, views, queries
ll Items Items –– fieldsfields
ll Conditions Conditions –– where clausewhere clause
ll Hierarchies Hierarchies -- drillingdrilling
ll Item Lists Item Lists –– LOVsLOVs
ll Calculations Calculations –– custom fieldscustom fields
ll Joins Joins –– between foldersbetween folders
ll Summaries Summaries –– prepre--aggregationsaggregations
1010© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewEnd User ToolsEnd User Tools
uuDesktopDesktop§§ Self containedSelf contained
§§ Client/Server designClient/Server design
§§ OS DependentOS Dependent
§§ Full FunctionalityFull Functionality
uuPlusPlus§§ Java PoweredJava Powered
§§ Web Based, OS IndependentWeb Based, OS Independent
§§ Most FunctionalityMost Functionality
uuViewerViewer§§ Web Based, OS IndependentWeb Based, OS Independent
ll Minimal FunctionalityMinimal Functionality
1111© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewDesktop, PlusDesktop, Plus
uuCreate/Save Workbooks, Multiple WorksheetsCreate/Save Workbooks, Multiple Worksheetsll Tabular, CrosstabTabular, Crosstab
uuSelect Items from FoldersSelect Items from Foldersll Top, Side or PageTop, Side or Page
uuApply Conditions, ParametersApply Conditions, Parameters
uuCreate CalculationsCreate Calculations
uuColors, Formats, GraphsColors, Formats, Graphs
uuShare WorkbooksShare Workbooks
uuSchedule RuntimesSchedule Runtimes
uuExport Results to Excel, HTML, Text, CSV, XML, Export Results to Excel, HTML, Text, CSV, XML, PDFPDF
1212© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewViewerViewer
uuMinimal Functionality Minimal Functionality ll View Existing WorkbooksView Existing Workbooks
ll ReRe--arrange Fieldsarrange Fields
ll Change Parameter ValuesChange Parameter Values
1313© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewPortletsPortlets and and PortletPortlet ProviderProvider
uuSingle Point of EntrySingle Point of Entry
uu Java BI BeansJava BI Beans
uuComponents of Oracle Components of Oracle Application ServerApplication Server
1414© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer OverviewDiscoverer OverviewPortletPortlet & & PortletPortlet ProviderProvider
uu Fully Web EnabledFully Web Enabled
uuMultiple Reports in Single Multiple Reports in Single ViewView
uuPersonalizablePersonalizable
uuDashboardsDashboards
uuCombine Multiple SourcesCombine Multiple Sources
1515© 2007 Solution Beacon, LLC. All Rights Reserved.
Static ReportingStatic Reporting
BI PublisherBI PublisherFormerly XML PublisherFormerly XML Publisher
1616© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewComponentsComponents
Report Templates
XML Data
Report Output
XSL
XML EFT
uuBI Publisher EngineBI Publisher Engine
uuReport TemplatesReport Templates
uuEDI TemplatesEDI Templates
uu Template BuilderTemplate Builder
uuXML Data from XML Data from AnywhereAnywhere
uu Formatted Output in Formatted Output in HTML, RTF, Excel, HTML, RTF, Excel, PDF, EDI, etc.PDF, EDI, etc.
uuDeliver via Email, Fax, Deliver via Email, Fax, Printer, Web Portal, etc.Printer, Web Portal, etc.
1717© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewBI Publisher EngineBI Publisher Engine
uuMerges XML Data with Merges XML Data with Report TemplateReport Template
uuProvides JavaProvides Java--based based Delivery MechanismDelivery Mechanism
uuStandStand--AloneAlone
uu 11i Version11i Version
§§ Concurrent ProcessConcurrent Process
§§ Template ManagerTemplate Manager
§§ ReportsReports
§§ DataData
1818© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewReport TemplatesReport Templates
Create with MS Word or Create with MS Word or Adobe AcrobatAdobe Acrobat
uuMS WordMS Word§§ Field CodesField Codes
§§ Template Markup SyntaxTemplate Markup Syntax
uuAcrobatAcrobatll Typically Modify Existing Typically Modify Existing
DocDoc
ll Template Markup SyntaxTemplate Markup Syntax
1919© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewEDI TemplatesEDI Templates
uuMS WordMS Word
uuSpecial RTF TablesSpecial RTF Tables
uuProduces Flat Files for Produces Flat Files for EDIEDI
2020© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewTemplate BuilderTemplate Builder
uuMS Word PlugMS Word Plug--inin
uuWizards, DragWizards, Drag--andand--DropDrop
uuReport PreviewReport Preview
uuSimplifies Template Simplifies Template CreationCreation
2121© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewXML DataXML Data
uuAny Valid SourceAny Valid Source
uuProduced fromProduced from§§ Oracle ReportsOracle Reports
§§ DiscovererDiscoverer
§§ PL/SQLPL/SQL
§§ ScriptingScripting
§§ Etc.Etc.
uuMultiple UsesMultiple Uses
§§ More than one templateMore than one template
§§ Data subsetsData subsets
§§ Variable outputsVariable outputs
2222© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted OutputFormatted Output
uuRich Text FormattingRich Text Formatting
uuPrecision & ControlPrecision & Control
uu InteractivityInteractivity
§§ Conditions & Conditions & ParametersParameters
§§ SortSort
§§ Hide ColumnsHide Columns
uuConditional FormattingConditional Formatting
uu Formulas, FunctionsFormulas, Functions
uuAdvanced ChartingAdvanced Charting
2323© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
2424© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
2525© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
üü Purchase OrdersPurchase Orders
2626© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
üü Purchase OrdersPurchase Orders
üü Government FormsGovernment Forms
2727© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
üü Purchase OrdersPurchase Orders
üü Government FormsGovernment Forms
üü Tax DocumentsTax Documents
2828© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
üü Purchase OrdersPurchase Orders
üü Government FormsGovernment Forms
üü Tax DocumentsTax Documents
üü Financial ReportsFinancial Reports
2929© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewFormatted Output Formatted Output -- ExamplesExamples
üü ChecksChecks
üü InvoicesInvoices
üü Purchase OrdersPurchase Orders
üü Government FormsGovernment Forms
üü Tax DocumentsTax Documents
üü Financial ReportsFinancial Reports
üü DashboardsDashboards
3030© 2007 Solution Beacon, LLC. All Rights Reserved.
BI Publisher OverviewBI Publisher OverviewReport DeliveryReport Delivery
Web Services
Templates
XML
EDI
EFT
Printer
Fax
WebDAV
WWW
Output Delivery
Oracle DB, MS SQL Server
Oracle 11i, PeopleSoft,SAP, Siebel
Oracle Reports,PL/SQL, Java,
Perl, etc
BI Publisher
Data Source
XSL
Layout
RTF
HTML
Excel
3131© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer Discoverer vsvs BI PublisherBI PublisherCompare/ContrastCompare/Contrast
aaaa11i Integration11i Integration
aaUser DrivenUser Driven
aaAdvanced AnalyticsAdvanced Analytics
aaaaWeb EnabledWeb Enabled
aaaaData SecurityData Security
aaaaSchedulingScheduling
aaReport DeliveryReport Delivery
aaAdvanced FormattingAdvanced Formatting
BI PublisherBI PublisherDiscovererDiscoverer
3232© 2007 Solution Beacon, LLC. All Rights Reserved.
Discoverer & BI PublisherDiscoverer & BI PublisherSummary & Additional ResourcesSummary & Additional Resources
DiscovererDiscoverer
uu DynamicDynamic
uu AnalyticsAnalytics
uu User DrivenUser Driven
BI PublisherBI Publisher
uu StaticStatic
uu FormattingFormatting
uu DeliveryDelivery
Oracle Business Intelligence Discoverer Administration GuideOracle Business Intelligence Discoverer Desktop User's Guide
http://www.oracle.com/technology/documentation/discoverer.html
Introduction to BI Publisherhttp://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
3333© 2007 Solution Beacon, LLC. All Rights Reserved.
Thank you!Thank you!Tim Sharpe
www.solutionbeacon.com
Real Solutions for the Real World.â
Questions and AnswersQuestions and Answers
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Release 11i WorkshopsDallas, TX • Santa Clara, CA
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www.solutionbeacon.com
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