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Tim Sharpe

Oracle E-Business Suite Release 11 i Discoverer & XML Publisher Full Throttle Reporting. Tim Sharpe. Agenda. Typical Reporting Needs Dynamic Static Overview Discoverer XML Publisher Compare/Contrast Summary, Additional Resources Questions and Answers. Dynamic Reporting. Discoverer.

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Tim Sharpe

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  1. Oracle E-Business SuiteRelease 11iDiscoverer & XML Publisher Full Throttle Reporting Tim Sharpe

  2. Agenda • Typical Reporting Needs • Dynamic • Static • Overview • Discoverer • XML Publisher • Compare/Contrast • Summary, Additional Resources • Questions and Answers

  3. Dynamic Reporting Discoverer

  4. DynamicReporting • Ad Hoc Queries (on the fly) • Layout Flexibility • Analytics • Dimensionality • Time Series Analysis • Data Slicing • Hierarchical Drilling • Business Intelligence • Data Mining • Spreadsheet Functionality

  5. Static Reporting • Richly Formatted Reports • Executive Reports • Financial Statements • Government Forms • Marketing Materials • Contracts • Checks • Labels • EDI Files

  6. Discoverer OverviewComponent 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

  7. Discoverer OverviewAdministrator Provides Management of Infrastructure • EULs • Container • Business Areas • Access Control Structures • Individual Components • Folders • Conditions • Joins • Etc. • Security & Privileges • Users & Responsibilities

  8. Discoverer OverviewAdministrator (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

  9. Discoverer OverviewEnd 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

  10. Discoverer OverviewDesktop, 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

  11. Discoverer OverviewViewer • View Existing Workbooks • Re-arrange Fields • Change Parameter Values • Minimal Functionality

  12. Discoverer OverviewPortlets and Portlet Provider • Single Point of Entry • Java BI Beans • Components of Oracle Application Server

  13. Discoverer OverviewPortlet & Portlet Provider • Fully Web Enabled • Multiple Reports in Single View • Personalizable • Dashboards • Combine Multiple Sources

  14. Static Reporting XML Publisher

  15. EFT XML XML Publisher OverviewComponents • XML Publisher Engine • Report Templates • EDI Templates • Template Builder • XML Data from Anywhere • Formatted Output in HTML, RTF, Excel, PDF, EDI, etc. • Deliver via Email, Fax, Printer, Web Portal, etc. XSL Report Templates Report Output XML Data

  16. XML Publisher OverviewXML 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

  17. XML Publisher OverviewReport Templates Create with MS Word or Adobe Acrobat • MS Word • Field Codes • Template Markup Syntax • Acrobat • Typically Modify Existing Documents • Template Markup Syntax

  18. XML Publisher OverviewEDI Templates • MS Word • Special RTF Tables • Produces Flat Files for EDI

  19. XML Publisher OverviewTemplate Builder • MS Word Plug-in • Wizards, Drag-and-Drop • Report Preview • Simplifies Template Creation

  20. XML Publisher OverviewXML Data • Any Valid Source • Produced from • Oracle Reports • PL/SQL • Scripting • Etc. • Multiple Uses • More than one template • Data subsets • Variable outputs

  21. XML Publisher OverviewFormatted Output • Rich Text Formatting • Precision & Control • Interactivity • Conditions & Parameters • Sort • Hide Columns • Conditional Formatting • Formulas, Functions • Advanced Charting

  22. XML Publisher OverviewFormatted Output - Examples • Checks

  23. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices

  24. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices • Purchase Orders

  25. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices • Purchase Orders • Government Forms

  26. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices • Purchase Orders • Government Forms • Tax Documents

  27. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices • Purchase Orders • Government Forms • Tax Documents • Financial Reports

  28. XML Publisher OverviewFormatted Output - Examples • Checks • Invoices • Purchase Orders • Government Forms • Tax Documents • Financial Reports • Dashboards

  29. XML Publisher OverviewReport Delivery Data Source Layout Output Delivery PDF Email Oracle, SQL Server RTF Printer HTML Oracle 11i, PeopleSoft, SAP, Siebel Excel Fax XML Publisher XML XSL WebDAV Templates Oracle Reports, PL/SQL, Java, Perl, etc EDI EFT WWW Web Services

  30. Discoverer vs XML PublisherCompare/Contrast

  31. Discoverer & XML PublisherSummary & Additional Resources Discoverer • Dynamic • Analytics • User Driven XML Publisher • Static • Formatting • 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

  32. Questions & Answers Thank you! Tim Sharpe tsharpe@solutionbeacon.com www.solutionbeacon.com Real Solutions for the Real World.â

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