Oracle E-Business Suite

Release 11i
Discoverer & XML Publisher
Full Throttle Reporting
Tim Sharpe

Release 11i Workshops

Dallas, TX Raleigh, NC
Denver, CO Atlanta, GA Detroit, MI
www.solutionbeacon.com
Agenda

Typical Reporting Needs

Dynamic
Static
Overview
Discoverer
XML Publisher
Compare/Contrast
Summary, Additional Resources
Questions and Answers

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2
Dynamic Reporting

Discoverer

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Dynamic Reporting

Ad Hoc Queries (on the fly)

Layout Flexibility
Analytics
Dimensionality
Time Series Analysis
Data Slicing
Hierarchical Drilling
Business Intelligence
Data Mining
Spreadsheet Functionality

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Static Reporting

Richly Formatted Reports

Executive Reports
Financial Statements
Government Forms
Marketing Materials
Contracts
Checks
Labels
EDI Files

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Discoverer Overview
Component Puzzle

Administrator
EUL & Catalog
End User Tools
Desktop, Plus & Viewer
Portlets & Portlet Provider
Oracle Application Server

Oracle Database at center

Internal Data
External Data
DB links, Gateways

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Discoverer Overview
Administrator

Provides Management of Infrastructure

EULs
Container
Business Areas
Access Control Structures
Individual Components
Folders
Conditions
Joins
Etc.
Security & Privileges
Users & Responsibilities

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Discoverer Overview
Administrator (cont.)

Business Area Components

Folders - represent tables, views, queries
Items fields
Conditions where clause
Hierarchies - drilling
Item Lists LOVs
Calculations custom fields
Joins between folders
Summaries pre-aggregations

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Discoverer Overview
End User Tools

Desktop
Self contained
Client/Server design
OS Dependent
Full Functionality
Plus
Java Powered
Web Based, OS Independent
Most Functionality
Viewer
Web Based, OS Independent
Minimal Functionality
View Only

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Discoverer Overview
Desktop, Plus

Create/Save Workbooks, Multiple

Worksheets
Tabular, Crosstab
Select Items from Folders
Top, Side or Page
Apply Conditions, Parameters
Create Calculations
Colors, Formats, Graphs
Share Workbooks
Schedule Runtimes
Export Results to Excel, HTML,
Text, CSV, XML, PDF

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Discoverer Overview
Viewer

View Existing Workbooks

Re-arrange Fields
Change Parameter Values
Minimal Functionality

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Discoverer Overview
Portlets and Portlet Provider

Single Point of Entry

Java BI Beans
Components of Oracle
Application Server

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Discoverer Overview
Portlet & Portlet Provider

Fully Web Enabled

Multiple Reports in Single View
Personalizable
Dashboards
Combine Multiple Sources

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13
Static Reporting

XML Publisher

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XML Publisher Overview
Components

XML Publisher Engine

Report Templates
EDI Templates
Template Builder
XML Data from Anywhere Report XSL

Templates
Formatted Output in HTML, RTF,
Excel, PDF, EDI, etc.
Deliver via Email, Fax, Printer,
Web Portal, etc.

XML EFT

Report Output

XML Data

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XML Publisher Overview
XML Publisher Engine

Merges XML Data with Report

Template
Provides Java-based Delivery
Mechanism
Stand-Alone
11i Version
Concurrent Process
Template Manager
Reports Templates
Data Templates
Data Definitions

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XML Publisher Overview
Report Templates

Create with MS Word or Adobe

Acrobat

MS Word
Field Codes
Template Markup Syntax

Acrobat
Typically Modify Existing
Documents
Template Markup Syntax

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XML Publisher Overview
EDI Templates

MS Word
Special RTF Tables
Produces Flat Files for EDI

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18
XML Publisher Overview
Template Builder

MS Word Plug-in
Wizards, Drag-and-Drop
Report Preview
Simplifies Template Creation

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XML Publisher Overview
XML Data

Any Valid Source

Produced from
Oracle Reports
PL/SQL
Scripting
Etc.
Multiple Uses
More than one template
Data subsets
Variable outputs

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XML Publisher Overview
Formatted Output

Rich Text Formatting

Precision & Control
Interactivity
Conditions & Parameters
Sort
Hide Columns
Conditional Formatting
Formulas, Functions
Advanced Charting

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21
XML Publisher Overview
Formatted Output - Examples

Checks

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XML Publisher Overview
Formatted Output - Examples

Checks
Invoices

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XML Publisher Overview
Formatted Output - Examples

Checks
Invoices
Purchase Orders

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24
XML Publisher Overview
Formatted Output - Examples

Checks
Invoices
Purchase Orders
Government Forms

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25
XML Publisher Overview
Formatted Output - Examples

Checks
Invoices
Purchase Orders
Government Forms
Tax Documents

2006 Solution Beacon, LLC. All Rights Reserved.

26
XML Publisher Overview
Formatted Output - Examples

Checks
Invoices
Purchase Orders
Government Forms
Tax Documents
Financial Reports

2006 Solution Beacon, LLC. All Rights Reserved.

27
XML Publisher Overview
Formatted Output - Examples

Checks
Invoices
Purchase Orders
Government Forms
Tax Documents
Financial Reports
Dashboards

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XML Publisher Overview
Report Delivery

Data Source Layout Output Delivery

PDF Email
Oracle,
SQL Server
RTF

Printer
HTML
Oracle 11i,
PeopleSoft,
SAP, Siebel Excel Fax
XML Publisher
XSL XML
WebDAV
Oracle Reports, Templates
PL/SQL, Java, EDI
Perl, etc
EFT
WWW

Web Services

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Discoverer vs XML Publisher
Compare/Contrast

Discoverer XML Publisher

Web Enabled a a
Data Security a a
11i Integration a a
Scheduling a a
Advanced Analytics a
User Driven a
Advanced Formatting a

Report Delivery a

2006 Solution Beacon, LLC. All Rights Reserved.

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Discoverer & XML Publisher
Summary & Additional Resources

Discoverer XML Publisher

Dynamic Static
Analytics Formatting
User Driven Delivery

Oracle Business Intelligence Discoverer Administration Guide

Oracle Business Intelligence Discoverer Desktop User's Guide
http://www.oracle.com/technology/documentation/discoverer.html
Introduction to XML Publisher
http://www.oracle.com/technology/products/xml-publisher/index.html
XML Publisher Users Guide incl Developers Guide
http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html

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31
Questions & Answers

Thank you!
Tim Sharpe
tsharpe@solutionbeacon.com

www.solutionbeacon.com

Real Solutions for the Real World.

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