Susan Behn
Bi Publisher Quick Start GuidePresentation Templates
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2
Agenda
• Overview• Hands On – Build AP Invoice Register Report• Questions
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3
Overview
XML Data
BI Publisher Processing
Engine
Report Template
FormattedOutput
XML EDI
XSL
• Separates source of data from presentation of data
• Data Template Produces XML Data
• Report Template formats data
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4
XML Data
• Any Valid Source– Oracle Reports– SQL, SQLX, PL/SQL– Scripting (Perl, PHP,etc)– Email, FTP– Discoverer– XML data template
• Multiple Uses– One XML File, Multiple
Template– One template, multiple
XML Files– Conditional Subsets
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5
Report Templates
• Create with common desktop tools– MS Word (RTF, EDI, XSL)– Adobe Acrobat (PDF)– MS Excel
• Template Markup Tags– Text Tags– Text Form Fields (RTF
Only)
Text Tags
Text Form Fields
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6
Template Builder
• MS Word Plug–in– Version 5.6.3 for 11i/R12 Patch
Num: 5887917– Version 10.1.3.4.1
• For R12 only if you have 64bit machine
• Not backward compatable
• Wizards, Drag–and–Drop• Report Preview• Simplifies Template
Creation
Office 2000, 2003
Office 2007
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7
Processing Engine
• Merges XML Data with Report Template– PDF, RTF, EDI Processors
Engine• Three Versions
– Desktop• Version 5.6.3
– Enterprise Edition• Version 10.1.3.4
– Oracle Applications• Version 5.6.3 processing engine
embedded in E-Business
PDFProcessor
RTFProcessor
EFTProcessor
How the processing engine works
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8
Formatted Output
• Advanced Formatting• Precision Control• User Interactivity
– Parameters– Sorting– Links, Drilling
• Conditions, Exceptions• Formulas• Charts and Graphs
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9
Report 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
How to BuildAP Invoice Register
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11
Report w/o BI Publisher
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12
Sample Report with BI Publisher
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13
Invoice Register in Release 12.1.2(XML Template Already Exists)
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Sample of XML Data
• Existing File• Make Your Own• SQL Query• PL/SQL• Scripting• XML Data Template• E–Business Suite Report
– Our Example uses the output from E–Business Suite Report 'AP Invoice Register'
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Create XML Data Source(Invoice Register in 11i is not in XML)
• Concurrent | Program | Define– System
Administrator or Application Developer
• Query program
Choose the Copy to button
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Create XML Data Source
• Enter slightly different ProgramProgramProgramProgram, Short NameShort NameShort NameShort Name
• Click Include Include Include Include ParametersParametersParametersParameters and Include Include Include Include Incompatible Incompatible Incompatible Incompatible ProgramsProgramsProgramsPrograms
• Click OKOKOKOK
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Create XML Data Source
• Change Output Output Output Output FormatFormatFormatFormat to XML
• Save work noting new Short NameShort NameShort NameShort Name
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Create XML Data Source
• Register Report to Request Group– Security |
Responsibility | Request
– Query Group assigned to responsibility where report will be run
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Run Report
• Run Report• When finished
– Select View View View View OutputOutputOutputOutput
– Save results to InvoiceReg.xml
• Name of file can be any desired name
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Open File
• Review generated data– Oracle may (or not)
furnish report name– Look at each grouping
(starts with dash)– Look at end of report
for fields that can also be used
• Parameters• Constants
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R12 – Getting XML output when there is already a template
• Run the report in the concurrent manager– Format =
null• Report will
complete with warning but output contains XML data
Click on the options buttonSet the
format to null
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22
R12 – Download Existing Template
• XML Publisher Administrator Responsibility– Home � Templates
Search for Invoice Register
Download file to local directory
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23
Setup Template Options
• MS Word, Add–Ins, Oracle BI Publisher
• Addin Tab |Tools | Options
• UI tab• Select Original Original Original Original
XML Element XML Element XML Element XML Element NameNameNameName
• Save file in type .rtf
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Setup Template Options
• Build Build Build Build Tab• 'Abbreviated'
chosen for ForForForFor––––each form fieldeach form fieldeach form fieldeach form field
• Click SelectSelectSelectSelect– Choose default
Table Header Table Header Table Header Table Header ColorColorColorColor
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Load Sample XML Data
• Data | Load XML Data
• Select file saved from running Invoice Register to Invoice Register to Invoice Register to Invoice Register to XMLXMLXMLXML, Click OpenOpenOpenOpen, receive Data Data Data Data loaded successfully loaded successfully loaded successfully loaded successfully message
• No file is displayed in document window
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Set Page Layout
• Using standard Word functionality– Set Orientation to Landscape– Set Margins– Set Font and Size– Set Style
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• Use std Word header functionality– XML data may include Report title– Add date, page numbers, (optional) logo, etc…
Create Report Page Header
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Create Data Header Section
• From Add–Ins, Oracle BI Publisher– Insert | Table
Wizard– Click FormFormFormForm
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Create Data Header Section
• Select field to group by– The selected field
becomes the outer grouping
• Click NextNextNextNext
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Create Data Header Section
• Select fields to appear in header– Either pick
formatted amount or will have to use Word formatting
• Click NextNextNextNext
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Create Data Header Section
• Select Sort Order– Since grouping by
Vendor, sort by vendor first
– Order of other fields up to designer
• Click NextNextNextNext
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Create Data Header Section
• Enter field labels– Default label is
field name• Click FinishFinishFinishFinish
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• Format resulting table– Font size, type– Width 1st column– Table borders, shading– Alignment
• Hint: Split amount cells so right–align still close to header
Create Data Header Section
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What is that F and E
End For Each
For Each
• Select Properties PageProperties PageProperties PageProperties Page• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…
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• Add a couple of blank lines between table and EEEE• Place cursor in line just above EEEE
Create Data Detail Section
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Create Data Header Section
• From Add–Ins, Oracle BI Publisher– Insert | Table /
Form
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• Scroll down until <G_INVOICE> appears• Drag to Template zone, click 'Drop Single Node' when
pop–up box appears
Create Data Detail Section
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• Making sure Insert Position Insert Position Insert Position Insert Position = ChildChildChildChild, drag <C_EXP_FLEXFIELD> on top of <G_INVOICE>
• Drag elements as shown on top of <C_EXP_FLEXFIELD>• Order listed will determine order listed on report
Create Data Detail Section
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Create Data Detail Section
• Highlight <G_INVOICE>• Note default Properties
• Change so that looks like bottom picture
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Create Data Detail Section
• Highlight <C_EXP_FLEXFIELD>
• Note default Properties
• Change so that looks like bottom picture– If Sort Data Type Sort Data Type Sort Data Type Sort Data Type grayed out
and wrong, see following slides
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• Clicking OKOKOKOK yields above table• Note the G / E above/below inner table• Note the F in the same field as C_LINE_NUM and E in
same field as C_FORMATED_DIST_AMT
Create Data Detail Section
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What is that G and E
End For Each Group
For Each Group
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• Highlight everything in outer table (G through E), drag to below table
• Highlight table with C_EMP_FLEXFIELD and delete it
Create Data Detail Section
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Create Data Header Section
• Place cursor next to G
• From Add–Ins, Oracle BI Publisher– Insert | Field– Select
<C_EXP_FLEXFIELD>, click Insert
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• Highlight C_EXP_FLEXFIELD, make it Bold, Italics
Create Data Detail Section
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• Change headers in table, adjust column sizes• Make Line and Amount right–justified• Delete space before E• Don't worry about wrapping shown in column
Create Data Detail Section
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• To aide in spacing, eliminate wrapping, highlight each field and change Default textDefault textDefault textDefault text
• Review Fonts, Font sizes, Field layouts
Create Data Detail Section
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Preview Report
• From Add–Ins, Oracle BI Publisher– Preview | PDF– Preview | RTF
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Preview Report
• Note any formatting, line spacing, that still needs changing
• Note that Line sorted alphabetically, not numerically
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Fix Numeric Sort
• Highlight FFFF just before LINELINELINELINE
• Right–click, choose PropertiesPropertiesPropertiesProperties
• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…• Change datadatadatadata––––
type='text'?> type='text'?> type='text'?> type='text'?> to datadatadatadata––––type='number'?>type='number'?>type='number'?>type='number'?>
• Click OKOKOKOK, then click OKOKOKOKagain
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Format Currency Values
• Double–click AMOUNTAMOUNTAMOUNTAMOUNTfield
• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…• Change
<?C_FORMATTED_DIST_A<?C_FORMATTED_DIST_A<?C_FORMATTED_DIST_A<?C_FORMATTED_DIST_AMT?>MT?>MT?>MT?> to <?format<?format<?format<?format––––currency:C_FORMATTED_currency:C_FORMATTED_currency:C_FORMATTED_currency:C_FORMATTED_DIST_AMT;'USD'?>DIST_AMT;'USD'?>DIST_AMT;'USD'?>DIST_AMT;'USD'?>
• Click OKOKOKOK, then click OKOKOKOKagain
• Requires xdo.cfg file to include mask for currency code specified
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• Place <?split<?split<?split<?split––––bybybyby––––pagepagepagepage––––break:?> break:?> break:?> break:?> just before <?end for<?end for<?end for<?end for––––each?>each?>each?>each?> that governs the field to break on– Our example above will cause a page break to occur whenever
a new supplier name occurs• Can also use form field to specify page break
Force Page Break
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• Lines sorted numerically• No second vendor on page• Continue to change and review until satisfied with results• Save .rtf file
Preview Report Again
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Add a Filter–Start Tag
• Place cursor after first FFFF• Add Form Field
– Developer Tab– Click Design ModeDesign ModeDesign ModeDesign Mode– Click Legacy Tools Legacy Tools Legacy Tools Legacy Tools button– Click Text Form FieldText Form FieldText Form FieldText Form Field– Double–click resulting gray
field to open PropertiesPropertiesPropertiesProperties page• Enter description of filter in
Default text:Default text:Default text:Default text:• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…
Resulting Gray box
Text Form
Legacy Tools
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Add a Filter–Start Tag
• Click Type your own:Type your own:Type your own:Type your own:• Enter condition using
syntax <?if:<?if:<?if:<?if:<field_name><condition>?>?>?>?>– Replace <field_name> with
name of XML field that controls filter
– Replace <condition> with filtering condition
– Example: <?if:C_AMOUNT_REM!=0?>
• Click OKOKOKOK then Click OKOKOKOK
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Add a Filter–End Tag
• Place cursor before last EEEEand after page break
• Add Form Field– Developer Tab– Click Design ModeDesign ModeDesign ModeDesign Mode– Click Legacy Tools Legacy Tools Legacy Tools Legacy Tools button– Click Text Form FieldText Form FieldText Form FieldText Form Field– Double–click resulting gray
field to open Properties page• Enter description of filter
end in Default text:Default text:Default text:Default text:• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…
Resulting Gray box
Text Form
Legacy Tools
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Add a Filter–End Tag
• Click Type your own:Type your own:Type your own:Type your own:• Enter <?end if?><?end if?><?end if?><?end if?>• Click OK then Click OKOKOKOK
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Spaces and Carriage Returns
• Every character in template will show in report results– Example: space between F
and if form field
– Result: if first record doesn't meet condition, first page is blank
– Remove space and first page shows invoice meeting condition
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Final Check
• Validate Template
• Error messages are not always helpful, but does identify line
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• Use XML Publisher Administrator responsibility• Home | Data Definitions• Click Create Data DefinitionCreate Data DefinitionCreate Data DefinitionCreate Data Definition
Load Template into EBS
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• Enter any NameNameNameName• CodeCodeCodeCode MUST match Short Name of Concurrent Program
definition with XML output• Click Apply
Load Template into EBS
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• Query Data Definition just created• Click the link under NameNameNameName
Load Template into EBS
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Load Template into EBS
• Click Update Update Update Update FileFileFileFile next to Preview Data Preview Data Preview Data Preview Data to load XML data file used in template build testing
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• Click BrowseBrowseBrowseBrowse button, select file from PC file system, click OpenOpenOpenOpen
• Selected file name fills into Preview Data Preview Data Preview Data Preview Data box• Click ApplyApplyApplyApply
Load Template into EBS
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• Click TemplatesTemplatesTemplatesTemplates tab• Click Create TemplateCreate TemplateCreate TemplateCreate Template
Load Template into EBS
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• Enter any Name, Code, DescriptionName, Code, DescriptionName, Code, DescriptionName, Code, Description• Data Definition Data Definition Data Definition Data Definition must match one just defined• Since template created in Word, set TypeTypeTypeType to RTFRTFRTFRTF• Set Subtemplate Subtemplate Subtemplate Subtemplate to NoNoNoNo
Load Template into EBS
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• Click BrowseBrowseBrowseBrowse to upload template file from PC file system• Enter Language Language Language Language and TerritoryTerritoryTerritoryTerritory• Click ApplyApplyApplyApply
Load Template into EBS
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• Click Preview Preview Preview Preview to verify template is correct• If correct, report will show
Load Template into EBS
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Test Report
• Return to responsibility where report registered
• Verify template name in LayoutLayoutLayoutLayout
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Test Report
• Click OptionsOptionsOptionsOptions and verify Template Template Template Template Language Language Language Language and Format Format Format Format
• Close OptionsOptionsOptionsOptionswindow and click SubmitSubmitSubmitSubmit
• When report finishes, click View View View View OutputOutputOutputOutput
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View Finished Report
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Add Parameter to Report
• MetaLink Doc. ID 741301.1 "Implement Concurrent Request Parameter Values In RTF Layout Template"
• Allows adding parameter without modifying Oracle code– Data parameter affects must already exist
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Add Parameter to template
• Place cursor before first FFFF• Add Form Field
– Developer Tab– Click Design ModeDesign ModeDesign ModeDesign Mode– Click Legacy Tools Legacy Tools Legacy Tools Legacy Tools button– Click Text Form FieldText Form FieldText Form FieldText Form Field– Double–click resulting gray
field to open PropertiesPropertiesPropertiesProperties page• Enter description of filter in
Default text:Default text:Default text:Default text:• Click Add Help Text…Add Help Text…Add Help Text…Add Help Text…
Resulting Gray box
Text Form
Legacy Tools
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Add Parameter to template
• Click Type your own:Type your own:Type your own:Type your own:• Enter condition using
syntax <xsl:param <xsl:param <xsl:param <xsl:param name = name = name = name = "<parameter_name>" "<parameter_name>" "<parameter_name>" "<parameter_name>" xdofo:ctx="begin"/>xdofo:ctx="begin"/>xdofo:ctx="begin"/>xdofo:ctx="begin"/>– Replace
<parameter_name> with name of parameter
– Do not use $ in parameter name
• Click OKOKOKOK then Click OKOKOKOK
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Replace Filter Start Tag Help Text
• For condition Logical or/and use <xsl:if test = "condition">
• Parameter must be preceded by $
• Click OKOKOKOK then Click OKOKOKOK
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• Place <?if:$P_UNPAID='Y'?> <?if:$P_UNPAID='Y'?> <?if:$P_UNPAID='Y'?> <?if:$P_UNPAID='Y'?> just before Unpaid Unpaid Unpaid Unpaid InvoicesInvoicesInvoicesInvoices and <?end if?><?end if?><?end if?><?end if?> immediately after
• Cannot use form field in Header/Footer
Conditional Heading
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Add Parameter to Concurrent Report Definition
Name must match name used as parameter name in template
Ensure values will match those values used in template
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• Query Template• Click UpdateUpdateUpdateUpdate• Use the BrowseBrowseBrowseBrowse
button to select updated file from PC file system
• Click ApplyApplyApplyApply
Upload Updated Template
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Run Report
Unpaid Invoices Only?=Yes Unpaid Invoice Only?=No
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Additional Resources
• Solution Beacon presentations and newsletters• OAUG Knowledge Factory• BI Publisher Blog by Tim Dexter
http://blogs.oracle.com/xmlpublisher/• BI Publisher for Oracle E–Business Suite by Roel A.
Hogendoorn MSc• EBS Documentation
– Release 11i.10.2+ – User's Guide– Release 12 – Administration and Developer's Guide
• MetaLink Forums (XML and/or BI Publisher)– Soon to be Communities
• MetaLink Knowledge Browser (BI Publisher)
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Got Oracle? Got Oracle?
Get the Books!Get the Books!
The Release 12 Primer –Shining a Light on the
Release 12 World
Installing, Upgrading and Maintaining Oracle E-
Business Suite Applications 11.5.10.2+
The ABCs of Workflow for Oracle E-Business Suite
Release 11i and Release 12
Available at
www.solutionbeacon.com
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Ranked ScorecardFree Consultation
How Does The Scorecard Work• Answer multiple-choice
questions• Identify areas of risk
(business and IT)• Ranked score helps measure
your status on issues• Provides recommendations
for next steps • Feedback on issues that
concern steering committees and ROI
Scorecard Focus Areas• Competitive Optimization• Functional and Process Issues• Project Approach and
Complex Issues• Workflow Issues• Customization Reduction• Database• Data Integrity• System Optimization• Business Intelligence
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Questions & Answers
Thank you!Thank you!
Karen [email protected]
Susan [email protected]
www.solutionbeacon.com
Real Solutions for the Real World®
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