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Release 11i Workshops Dallas, TX Raleigh, NC Denver, CO Atlanta, GA Detroit, MI www.solutionbeacon.com Tim Sharpe Oracle E-Business Suite Oracle E-Business Suite Release 11 Release 11 i i Discoverer & XML Publisher Discoverer & XML Publisher Full Throttle Reporting Full Throttle Reporting
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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

33© 2006 Solution Beacon, LLC. All Rights Reserved.

Dynamic ReportingDynamic Reporting

DiscovererDiscoverer

44© 2006 Solution Beacon, LLC. All Rights Reserved.

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

55© 2006 Solution Beacon, LLC. All Rights Reserved.

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

66© 2006 Solution Beacon, LLC. All Rights Reserved.

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

77© 2006 Solution Beacon, LLC. All Rights Reserved.

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

88© 2006 Solution Beacon, LLC. All Rights Reserved.

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

99© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1010© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1111© 2006 Solution Beacon, LLC. All Rights Reserved.

Discoverer OverviewDiscoverer OverviewViewerViewer

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

1212© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1313© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1414© 2006 Solution Beacon, LLC. All Rights Reserved.

Static ReportingStatic Reporting

XML PublisherXML Publisher

1515© 2006 Solution Beacon, LLC. All Rights Reserved.

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.

1616© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1717© 2006 Solution Beacon, LLC. All Rights Reserved.

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

1818© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewEDI TemplatesEDI Templates

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

1919© 2006 Solution Beacon, LLC. All Rights Reserved.

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

2020© 2006 Solution Beacon, LLC. All Rights Reserved.

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

2121© 2006 Solution Beacon, LLC. All Rights Reserved.

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

2222© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks

2323© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks InvoicesInvoices

2424© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders

2525© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms

2626© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

ChecksChecks InvoicesInvoices Purchase OrdersPurchase Orders Government FormsGovernment Forms Tax DocumentsTax Documents

2727© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

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

2828© 2006 Solution Beacon, LLC. All Rights Reserved.

XML Publisher OverviewXML Publisher OverviewFormatted Output - ExamplesFormatted Output - Examples

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

2929© 2006 Solution Beacon, LLC. All Rights Reserved.

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

3030© 2006 Solution Beacon, LLC. All Rights Reserved.

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

3131© 2006 Solution Beacon, LLC. All Rights Reserved.

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

3232© 2006 Solution Beacon, LLC. All Rights Reserved.

Thank you!Thank you!

Tim [email protected]

www.solutionbeacon.com

Real Solutions for the Real World.

Questions & AnswersQuestions & Answers


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