Primavera P6 BI Publisher Fundamentals – for Oracle 11g

Duration: 3-days

Prerequisites: Primavera P6 Project Management Experience. Experience working with data files and other report writers would be desirable.  

Requirements: BI Publisher for Oracle 11g, Primavera P6 EPPM P6R8 (need admin rights), SQL Developer, Email Server setup within BIP, WORD with BIP add-on.

Course Description

This course covers the fundamentals of designing and creating reports using BI Publisher for P6R8.x. This course is a hands-on class with approximately 25 student exercises which will allow the students to explore and use power features in BI Publisher. At the end of the class, students will be able to design, create and publish BI Publisher reports from scratch.

Course Outline

Chapter 1 – Introduction

• Introduction to BIP • Login • Navigating BIP • Introduction to Administration Menu • Introduction to Data Model Editor • Introduction to Reports Layout Editor • Introduction to Report Jobs

Chapter 2 – Introduction to Data Model Editor

• Data Models Overview • Properties • Datasets • Query Builder • List of Values • Parameters • XML Sample Data • Downloading then Uploading XML Data into Data Model

Oracle Business Intelligence Publisher Training

 

Chapter 3 – Introduction to Report Layout Editor

• Overview • Creating a Report • Report Editor • Layout Editor • Adding Grids • Introduction to Text Item, Labels and Data Fields • Introduction to Data Tables • Introduction to Charts • Defaults • Parameters

Chapter 4 – Report File Management

• Overview • Catalogs • Copy • Rename • Download • Upload • Other

Chapter 5 – Introduction to P6 Tables/Synonyms

• Extended Tables • P6 Synonyms (P6Project, P6Activities, P6ActivityCodeAssignment, P6ActivitySpread, etc.) • Review Fields/Columns

Chapter 6 – Introduction to SQL

• Introduction SQL Developer • SQL Overview • Basics – SELECT, FROM • WHERE and JOIN types • SUM, GROUP BY, ORDER BY, calculations • Other functions (TO_CHAR, NVL) • Accumulating Values • Nested JOINS • Review – and more examples

 

Chapter 7 –More on the Data Model Editor

• Building Datasets with SQL • Event Triggers • Flexfields • Bursting • Other sources of Data (XML, EXCEL, Web Services, etc.) • Review – and more examples

Chapter 8 –More on the Report Layout Editor

• Changing Data Model • Formulas • More on Data Tables • More on Charts • Pivot Table • List • Repeating Section • Gauge • Image • Review – and more examples

Chapter 9 –Report Jobs

• Overview • General • Output • Schedule Jobs • Notification

Chapter 10 –Building Reports with MS WORD

• Introduction – Another option for building reports in RTF format • Overview – not an in-depth discussion

Chapter 11 –Publishing Data from P6

• Overview • Administrator/Application Settings • Administrator/Global Scheduled Services • Projects/Publishing Parameters • Running Reports from P6

To learn more about this class, please contact Ten Six Consulting (703) 910-2600 or email us at training@tensixconsulting.com