tim sharpe

Release 11i WorkshopsDallas, TX • Raleigh, NC

Denver, CO • Atlanta, GA • Detroit, MI

www.solutionbeacon.com

Tim Sharpe

Oracle E-Business SuiteOracle E-Business SuiteRelease 11Release 11ii

Discoverer & XML PublisherDiscoverer & XML PublisherFull Throttle ReportingFull Throttle Reporting

22© 2006 Solution Beacon, LLC. All Rights Reserved.

AgendaAgenda

Typical Reporting NeedsTypical Reporting NeedsDynamicDynamicStaticStatic

OverviewOverviewDiscovererDiscovererXML PublisherXML Publisher

Compare/ContrastCompare/Contrast Summary, Additional ResourcesSummary, Additional Resources Questions and AnswersQuestions and Answers


Dynamic ReportingDynamic Reporting

DiscovererDiscoverer


DynamicDynamic ReportingReporting

Ad Hoc Queries (on the fly)Ad Hoc Queries (on the fly) Layout FlexibilityLayout Flexibility AnalyticsAnalytics

DimensionalityDimensionalityTime Series AnalysisTime Series AnalysisData SlicingData SlicingHierarchical DrillingHierarchical Drilling

Business IntelligenceBusiness Intelligence Data MiningData Mining Spreadsheet FunctionalitySpreadsheet Functionality


Static ReportingStatic Reporting

Richly Formatted ReportsRichly Formatted Reports Executive ReportsExecutive Reports Financial StatementsFinancial Statements Government FormsGovernment Forms Marketing MaterialsMarketing Materials ContractsContracts ChecksChecks LabelsLabels EDI FilesEDI Files


Discoverer OverviewDiscoverer OverviewComponent PuzzleComponent Puzzle

AdministratorAdministrator EUL & CatalogEUL & Catalog End User ToolsEnd User Tools

Desktop, Plus & ViewerDesktop, Plus & Viewer Portlets & Portlet ProviderPortlets & Portlet Provider

Oracle Application ServerOracle Application Server

Oracle Database at centerOracle Database at center Internal DataInternal Data External DataExternal Data

DB links, GatewaysDB links, Gateways


Discoverer OverviewDiscoverer OverviewAdministratorAdministrator

Provides Management of InfrastructureProvides Management of Infrastructure EULs EULs

ContainerContainer Business AreasBusiness Areas

Access Control StructuresAccess Control Structures Individual ComponentsIndividual Components

FoldersFoldersConditionsConditions JoinsJoinsEtc.Etc.

Security & PrivilegesSecurity & PrivilegesUsers & ResponsibilitiesUsers & Responsibilities


Discoverer OverviewDiscoverer OverviewAdministrator (cont.)Administrator (cont.)

Business Area ComponentsBusiness Area Components Folders - represent tables, views, queriesFolders - represent tables, views, queries Items – fieldsItems – fields Conditions – where clauseConditions – where clause Hierarchies - drillingHierarchies - drilling Item Lists – LOVsItem Lists – LOVs Calculations – custom fieldsCalculations – custom fields Joins – between foldersJoins – between folders Summaries – pre-aggregationsSummaries – pre-aggregations


Discoverer OverviewDiscoverer OverviewEnd User ToolsEnd User Tools

DesktopDesktop Self containedSelf contained Client/Server designClient/Server design OS DependentOS Dependent Full FunctionalityFull Functionality

PlusPlus Java PoweredJava Powered Web Based, OS IndependentWeb Based, OS Independent Most FunctionalityMost Functionality

ViewerViewer Web Based, OS IndependentWeb Based, OS Independent Minimal FunctionalityMinimal Functionality View OnlyView Only


Discoverer OverviewDiscoverer OverviewDesktop, PlusDesktop, Plus

Create/Save Workbooks, Create/Save Workbooks, Multiple WorksheetsMultiple Worksheets• Tabular, CrosstabTabular, Crosstab

Select Items from FoldersSelect Items from Folders• Top, Side or PageTop, Side or Page

Apply Conditions, ParametersApply Conditions, Parameters Create CalculationsCreate Calculations Colors, Formats, GraphsColors, Formats, Graphs Share WorkbooksShare Workbooks Schedule RuntimesSchedule Runtimes Export Results to Excel, Export Results to Excel,

HTML, Text, CSV, XML, PDFHTML, Text, CSV, XML, PDF


Discoverer OverviewDiscoverer OverviewViewerViewer

View Existing WorkbooksView Existing Workbooks Re-arrange FieldsRe-arrange Fields Change Parameter ValuesChange Parameter Values Minimal FunctionalityMinimal Functionality


Discoverer OverviewDiscoverer OverviewPortlets and Portlet ProviderPortlets and Portlet Provider

Single Point of EntrySingle Point of Entry Java BI BeansJava BI Beans Components of Oracle Components of Oracle

Application ServerApplication Server


Discoverer OverviewDiscoverer OverviewPortlet & Portlet ProviderPortlet & Portlet Provider

Fully Web EnabledFully Web Enabled Multiple Reports in Single Multiple Reports in Single

ViewView PersonalizablePersonalizable DashboardsDashboards Combine Multiple SourcesCombine Multiple Sources


Static ReportingStatic Reporting

XML PublisherXML Publisher


XML Publisher OverviewXML Publisher OverviewComponentsComponents

Report Templates

XML Data

Report Output

XSL

XML EFT

XML Publisher EngineXML Publisher Engine Report TemplatesReport Templates EDI TemplatesEDI Templates Template BuilderTemplate Builder XML Data from AnywhereXML Data from Anywhere Formatted Output in HTML, Formatted Output in HTML,

RTF, Excel, PDF, EDI, etc.RTF, Excel, PDF, EDI, etc. Deliver via Email, Fax, Deliver via Email, Fax,

Printer, Web Portal, etc.Printer, Web Portal, etc.


XML Publisher OverviewXML Publisher OverviewXML Publisher EngineXML Publisher Engine

Merges XML Data with Merges XML Data with Report TemplateReport Template

Provides Java-based Provides Java-based Delivery MechanismDelivery Mechanism

Stand-AloneStand-Alone 11i Version11i Version

Concurrent ProcessConcurrent Process Template ManagerTemplate Manager

Reports TemplatesReports Templates Data TemplatesData Templates Data DefinitionsData Definitions


XML Publisher OverviewXML Publisher OverviewReport TemplatesReport Templates

Create with MS Word or Create with MS Word or Adobe AcrobatAdobe Acrobat

MS WordMS Word Field CodesField Codes Template Markup SyntaxTemplate Markup Syntax

AcrobatAcrobat Typically Modify Existing Typically Modify Existing

DocumentsDocuments Template Markup SyntaxTemplate Markup Syntax


XML Publisher OverviewXML Publisher OverviewEDI TemplatesEDI Templates

MS WordMS Word Special RTF TablesSpecial RTF Tables Produces Flat Files for EDIProduces Flat Files for EDI


XML Publisher OverviewXML Publisher OverviewTemplate BuilderTemplate Builder

MS Word Plug-inMS Word Plug-in Wizards, Drag-and-DropWizards, Drag-and-Drop Report PreviewReport Preview Simplifies Template Simplifies Template

CreationCreation


XML Publisher OverviewXML Publisher OverviewXML DataXML Data

Any Valid SourceAny Valid Source Produced fromProduced from

Oracle ReportsOracle Reports PL/SQLPL/SQL ScriptingScripting Etc.Etc.

Multiple UsesMultiple Uses More than one templateMore than one template Data subsetsData subsets Variable outputsVariable outputs


XML Publisher OverviewXML Publisher OverviewFormatted OutputFormatted Output

Rich Text FormattingRich Text Formatting Precision & ControlPrecision & Control InteractivityInteractivity

Conditions & ParametersConditions & Parameters SortSort Hide ColumnsHide Columns

Conditional FormattingConditional Formatting Formulas, FunctionsFormulas, Functions Advanced ChartingAdvanced Charting


XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks



ChecksChecks InvoicesInvoices



ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders



ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms



ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms Tax DocumentsTax Documents



ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms Tax DocumentsTax Documents Financial ReportsFinancial Reports



ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms Tax DocumentsTax Documents Financial ReportsFinancial Reports DashboardsDashboards


XML Publisher OverviewXML Publisher OverviewReport DeliveryReport Delivery

Web Services

Templates

XML

EDI

EFT

Email

Printer

Fax

WebDAV

WWW

Output Delivery

Oracle, SQL Server

Oracle 11i, PeopleSoft, SAP, Siebel

Oracle Reports,PL/SQL, Java,

Perl, etc

XML Publisher

Data Source

XSL

Layout

PDF

RTF

HTML

Excel


Discoverer vs XML PublisherDiscoverer vs XML PublisherCompare/ContrastCompare/Contrast

DiscovererDiscoverer XML PublisherXML Publisher

Web EnabledWeb Enabled

Data SecurityData Security

11i Integration11i Integration

SchedulingScheduling

Advanced AnalyticsAdvanced Analytics

User DrivenUser Driven

Advanced FormattingAdvanced Formatting

Report DeliveryReport Delivery


Discoverer & XML PublisherDiscoverer & XML PublisherSummary & Additional ResourcesSummary & Additional Resources

DiscovererDiscoverer DynamicDynamic AnalyticsAnalytics User DrivenUser Driven

XML PublisherXML Publisher StaticStatic FormattingFormatting DeliveryDelivery

Oracle Business Intelligence Discoverer Administration GuideOracle 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


Thank you!Thank you!

Tim [email protected]

www.solutionbeacon.com

Real Solutions for the Real World.

Questions & AnswersQuestions & Answers