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Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting

Book Description

This is a crash course in improving your enterprise reporting skills using Oracle BI Publisher. It takes you from the fundamentals of Business Intelligence to advanced configuration techniques, and everything in between.

  • A practical tutorial for improving your Enterprise reporting skills with Oracle BI Publisher 11g

  • Master report migration, template design, and E-Business Suite integration

  • A practical guide brimming with tips about all the new features of the 11g release

  • In Detail

    Oracle BI Publisher 11g (formerly XML Publisher) enables the creation, management and delivery of various reports, making it a desirable tool for any company to achieve the best image of your resources. This book offers practical application of BIP functionality for improving your ability to design and deliver quality reports just when they are needed.

    “Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting” is an applicable guide for using Oracle BIP from the perspective of a report developer, helping you to utilize the tool from simple to complex report design. You can take advantage of both the existing functionality of BIP 10g, as well as a special emphasis on the new 11g features.

    This guide will take you on a tour of Oracle BI Publisher 11g, beginning with a description of all of the new features in 11g. You’ll continue by learning from a range of step-by –step procedures for building Data Models, Layout Templates and report configurations, packed with screenshots to help you along. Finally, you’ll tackle themes like integration with Oracle EBS, Oracle report migration, and report translations.

    By the end of “Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting”, you’ll be equipped with all you need to know to produce complex reports detailing your company’s data.

    Table of Contents

    1. Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting
      1. Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      6. Preface
        1. What is Business Intelligence?
          1. Premises
          2. BI software application functions
          3. How it works
        2. Business Intelligence software
          1. Oracle Business Intelligence
          2. Oracle Data sources
          3. Oracle Data Integrator
          4. Oracle BI Interactive Dashboards
          5. Oracle BI Server
          6. Oracle BI Answers
          7. Oracle BI Delivers
          8. Oracle Scorecard and Strategy Management
          9. Oracle BI Publisher
        3. What this book covers
        4. What you need for this book
        5. Who this book is for
        6. Conventions
        7. Reader feedback
        8. Customer support
          1. Errata
          2. Piracy
          3. Questions
      7. 1. What's New in Oracle BI Publisher 11g?
        1. A comparison with 10g
          1. Building a Data Model
          2. Designing a layout
          3. Managing sub-templates
          4. Style templates
          5. Zipped PDF
          6. Scheduling a report job
        2. Getting started with Oracle BI Publisher 11g
          1. BI Publisher homepage
          2. Catalog
          3. Data Model Editor
          4. Layout options
          5. Template builder for Word
          6. The Online Analyzer
          7. Schedule report job
          8. Bursting options
          9. Report job history
          10. Integrated thin-client report design editor
        3. Backward compatibility of BI Publisher 11g with BI Publisher 10g reports
        4. Summary
      8. 2. Creating a Data Model for a Report
        1. Report Data Model Editor interface
        2. Data Sets
          1. Data Set types
            1. SQL query
              1. The Query Builder interface
            2. Oracle BI analysis
            3. XML file
            4. Microsoft Excel file
          2. Data Structure builder
            1. Diagram view
            2. Structure view
            3. Code view
          3. Creating a new Data Model
          4. Building the query structure
          5. Data modelling using the Data Model Editor
          6. Getting XML output
        3. Event triggers
        4. Flexfields
        5. List of Values
        6. Parameters
        7. Bursting
        8. Summary
      9. 3. Multiple Data Sources
        1. Administration
        2. Available Data Sources
          1. JDBC Connection
          2. JNDI Connection
          3. OLAP Connection
          4. File
        3. Multiple Data Sources
          1. Add different types of Data Sets to a Data Model
          2. Joins between Data Set objects
          3. Links between Data Sets
            1. Element-level links
            2. Group-level links
          4. Group-level aggregate elements
          5. Global-level functions
          6. Parameters
            1. SQL Query statements
            2. Group filter expressions
            3. Data Set parameters
        4. Summary
      10. 4. Report Layout Template
        1. Add a Report Layout Template
        2. Layout Template types
          1. BI Publisher Template
          2. RTF Template
          3. Microsoft Excel Template
          4. XSL Stylesheet Template
          5. Other Template types
            1. PDF Template
            2. Flash Template
            3. eText Template
        3. Valid output types for layout types
        4. Summary
      11. 5. The New XPT Format
        1. The Layout Editor
        2. Designing a Layout
          1. Text elements
          2. Charts
          3. Data tables
          4. Automatic filtering
          5. Repeating sections
        3. Export options
        4. Summary
      12. 6. Oracle BIP Template Builder for Microsoft Word
        1. Installing Template Builder for Word
        2. BIP and Template Builder interaction
          1. Upload or generate layout
          2. Login to BIP
          3. Template preview
        3. Insert template elements
          1. Text field
          2. Chart
          3. Conditional region
          4. Table or form
        4. Modify template elements
        5. Template validation
        6. Translations
        7. Summary
      13. 7. The Report Configuration
        1. Properties settings
          1. Parameters
          2. Properties
            1. General
            2. Caching
            3. Formatting
            4. Font Mapping
            5. Currency Format
        2. Report Viewer options
          1. Parameters
          2. Layout
          3. View Report menu
          4. Actions menu
        3. Schedule Report Job
          1. General
          2. Output
          3. Schedule
          4. Notification
          5. Submit the job
        4. Manage report jobs
        5. View report history
        6. Report Job's life
        7. Summary
      14. 8. Exploring BI Publisher 11g: A Simple Report Example
        1. Data Model
        2. Layout Template
        3. Report configuration
        4. Report job
        5. Translation
        6. Summary
      15. 9. BI Publisher 11g and E-Business Suite
        1. Set up Oracle BI to use Oracle EBS security to authenticate users
          1. Integrate EBS database into the Oracle BI repository
          2. Use EBS authentication to access Oracle BI
            1. Set up session variables for authentication
            2. Update authenticationschemas.xml
            3. Update instanceconfig.xml
          3. Include BI Publisher links into EBS pages
            1. Create a form function
            2. Create a menu
            3. Assign the menu to a responsibility
            4. Assign the responsibility to a user
            5. Set up a profile
        2. Using actions to integrate Oracle BI with Oracle EBS
          1. Functionality
          2. Action types and action execution
        3. Summary
      16. A. Report Translations
        1. Translation file
        2. Catalog translation
        3. File translation
          1. Same layout using BIP
          2. Same layout using Template Builder for Word
          3. Different layouts
        4. Locale selection logic
        5. Summary
      17. B. Migrating Oracle Reports to BI Publisher
        1. Prerequisites
          1. Installing Oracle Reports Designer
          2. Installing BI Publisher
          3. Installing JDK
        2. Conversion steps
        3. Summary
      18. C. Debugging Oracle Reports to BIP Migration
        1. Finding the error
        2. The log file
        3. Correcting the error
      19. D. Glossary
        1. A
        2. B
        3. C
        4. D
        5. E
        6. F
        7. G
        8. H
        9. J
        10. L
        11. M
        12. N
        13. O
        14. P
        15. R
        16. S
        17. T
        18. U
        19. X
        20. Z