FSG Publishing:

BI Publisher and Report Manager

Mark Bulle, DP&L

Jon Riley, AXIA Consulting

Mark Bulle– DP&L Project Manager– Report Manager Implementation Lead

Jon Riley– Consultant, AXIA Consulting– XML Publishing Implementation Lead

IntroductionsIntroductions

Create over 125 new Financial Reports by Business Unit

Publish reports directly from the Financial System of Record

Bypass Excel! Professional presentation/format suitable for

executive review Paperless distribution preferred Project to be completed < 90 days

Business ScenarioBusiness Scenario

FSG Reports BI (fka XML) Publishing

– Microsoft Word RTF templates– PDF document output

Report Manager Repository– Electronic distribution– Security by User Responsibility

Nothing new to buy! (11.5.10 CU2)

Oracle Applications SolutionOracle Applications Solution

BI Publisher OverviewBI Publisher Overview

We created templates using Word Published to PDF

Report Templates

XML DataReport Output

XSL

XML EFT

Source: http://www.oracle.com/technology/products/xml-publisher/index.html XMLPUBLISHERINTRO.ppt

(FSG)

Publishing FSGs using BIPPublishing FSGs using BIP

1. Create the FSG for XML Output

Publishing FSGs using BIPPublishing FSGs using BIP

2. Create an RTF template• XML Publisher Administrator responsibility• Templates page• Find the FSG: Basic Template

Publishing FSGs using BIPPublishing FSGs using BIP

2. Create an RTF template• Click the Template name.• Download the template.

Publishing FSGs using BIPPublishing FSGs using BIP

2. Modify the Template

Publishing FSGs using BIPPublishing FSGs using BIP

2. Modify the Template

Publishing FSGs using BIPPublishing FSGs using BIP

3. Register / Upload the template

Publishing FSGs using BIPPublishing FSGs using BIP

3. Register / Upload the template• Must use General Ledger as the Application

Publishing FSGs using BIPPublishing FSGs using BIP

4. Run and Publish an FSG (2 step method) Run the FSG for XML Output

Publishing FSGs using BIPPublishing FSGs using BIP

4. Run and Publish an FSG (2 step method) Publish the Output

Publishing FSGs using BIPPublishing FSGs using BIP

4. Run and Publish an FSG (2 step method) View Output

Report ManagerReport Manager

What we will be Covering•Single Step Financial Report Submission• Repository Management• Publish Report Set• Define Report Set Publishing Parameters

Financial Report SubmissionFinancial Report Submission

• Select the FSG report name and period to execute

Financial Report SubmissionFinancial Report Submission

On hold pending review does not work

• Select the FSG template associated to the report

Financial Report SubmissionFinancial Report Submission

• Select the location in the Repository where the output of this report is to be stored

Financial Report SubmissionFinancial Report Submission

• Select the menu location under the responsibility this report should be posted

• Security Definition

Financial Report SubmissionFinancial Report Submission

• Review submission parameters prior to execution

Repository ManagementRepository Management

Archive

processbugs

Publish Report SetPublish Report Set

Be sure to place date here and click Save button

• Can not predefine report set parameters and create menu option under Define Report Set Publishing Parameters

Report ViewingReport Viewing

• Drop down box for multiple periods• Output type can normally be Excel, .pdf or HTML• Templates created in Word can not be viewed as Excel

Lessons Learned (FSG and BIP)Lessons Learned (FSG and BIP)

Start at BIP 5.6.2 or 5.6.3– Some functions may not work in lower versions– Be aware that patching to 5.6.2 disables single-

step submission May need patch 5615083 related to MS Word Need Adobe Reader 7.x or better to view output

– Edit, Preferences, Internet, Display PDF in Browser Unique requirements for printing PDF from EBS (see

metalink notes 333504.1 and 338990.1) Template Builder add-in for Word available, useful for

building reports from scratch

Lessons Learned (FSG and BIP)Lessons Learned (FSG and BIP)

Not all FSG fields come over in the XML output Some FSG functionality not available

– Page Breaks– Line Skips

Row heights are not dynamic Control of FSG definitions becomes important

Lessons Learned (Report Manager)Lessons Learned (Report Manager)

No seeded Report Manager responsibility Issues with the Financial Template Editor

– Technical issues– Can’t modify the seeded, generated template– High maintenance cost (row and column adds, changes)

Initial setup for Report Sets can be time-consuming Menu Generation does not work – Define Report Set

Parameters Currently working issues with:

– Archiving– Review / Approval

ConclusionConclusion

Successfully developed and implemented >100 new Financial Reports via electronic publishing in < 90 days.

BIP is low-cost (lower-frustration!) alternative to traditional Oracle Reports development.

Integration with FSG makes professional-quality presentation relatively simple and easy!

Integration with Oracle Report Manager enables paperless publishing/distribution with user security access control.

Potential for wider use is great, and we already own the tools we need!

XML Publisher User Guide XML Publisher Blog:

http://blogs.oracle.com/xmlpublisher/ XML Publisher Technical Forum Oracle Report Manager User Guide

(B15543-01) Metalink Service Requests Google!

Good ReferencesGood References

Questions / Closing Questions / Closing

jon.riley@axiaconsulting.net

mark.bulle@dplinc.com