Oracle E-Business Suite Release 11 i Discoverer

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

Agenda u Typical Reporting Needs l Dynamic l Static u Overview l Discoverer l XML Publisher u Compare/Contrast u Summary, Additional Resources u Questions and Answers © 2006 Solution Beacon, LLC. All Rights Reserved. 2

Dynamic Reporting Discoverer © 2006 Solution Beacon, LLC. All Rights Reserved. 3

Dynamic Reporting u Ad Hoc Queries (on the fly) u Layout Flexibility u Analytics l Dimensionality l Time Series Analysis l Data Slicing l Hierarchical Drilling u Business Intelligence u Data Mining u Spreadsheet Functionality © 2006 Solution Beacon, LLC. All Rights Reserved. 4

Static Reporting u Richly Formatted Reports u Executive Reports u Financial Statements u Government Forms u Marketing Materials u Contracts u Checks u Labels u EDI Files © 2006 Solution Beacon, LLC. All Rights Reserved. 5

Discoverer Overview Component Puzzle u Administrator u EUL & Catalog u End User Tools l Desktop, Plus & Viewer u Portlets & Portlet Provider l Oracle Application Server u Oracle Database at center l Internal Data l External Data u DB links, Gateways © 2006 Solution Beacon, LLC. All Rights Reserved. 6

Discoverer Overview Administrator Provides Management of Infrastructure u EULs l Container u Business Areas l Access Control Structures u Individual Components l Folders l Conditions l Joins l Etc. u Security & Privileges l Users & Responsibilities © 2006 Solution Beacon, LLC. All Rights Reserved. 7

Discoverer Overview Administrator (cont. ) u Business Area Components l Folders - represent tables, views, queries l Items – fields l Conditions – where clause l Hierarchies - drilling l Item Lists – LOVs l Calculations – custom fields l Joins – between folders l Summaries – pre-aggregations © 2006 Solution Beacon, LLC. All Rights Reserved. 8

Discoverer Overview End User Tools u Desktop § Self contained § Client/Server design § OS Dependent § Full Functionality u Plus § Java Powered § Web Based, OS Independent § Most Functionality u Viewer § Web Based, OS Independent l Minimal Functionality l View Only © 2006 Solution Beacon, LLC. All Rights Reserved. 9

Discoverer Overview Desktop, Plus u Create/Save Workbooks, Multiple Worksheets • Tabular, Crosstab u Select Items from Folders • Top, Side or Page u Apply Conditions, Parameters u Create Calculations u Colors, Formats, Graphs u Share Workbooks u Schedule Runtimes u Export Results to Excel, HTML, Text, CSV, XML, PDF © 2006 Solution Beacon, LLC. All Rights Reserved. 10

Discoverer Overview Viewer u View Existing Workbooks u Re-arrange Fields u Change Parameter Values

Discoverer Overview Portlets and Portlet Provider u Single Point of Entry u Java BI

Discoverer Overview Portlet & Portlet Provider u Fully Web Enabled u Multiple Reports in Single View u Personalizable u Dashboards u Combine Multiple Sources © 2006 Solution Beacon, LLC. All Rights Reserved. 13

Static Reporting XML Publisher © 2006 Solution Beacon, LLC. All Rights Reserved. 14

XML Publisher Overview Components u XML Publisher Engine u Report Templates u EDI Templates u Template Builder u XML Data from Anywhere u Formatted Output in HTML, RTF, Excel, PDF, EDI, etc. u Deliver via Email, Fax, Printer, Web Portal, etc. Report Templates XSL XML EFT Report Output XML Data © 2006 Solution Beacon, LLC. All Rights Reserved. 15

XML Publisher Overview XML Publisher Engine u Merges XML Data with Report Template u Provides Java-based Delivery Mechanism u Stand-Alone u 11 i Version § Concurrent Process § Template Manager § Reports Templates § Data Definitions © 2006 Solution Beacon, LLC. All Rights Reserved. 16

XML Publisher Overview Report Templates Create with MS Word or Adobe Acrobat u MS Word § Field Codes § Template Markup Syntax u Acrobat l Typically Modify Existing Documents l Template Markup Syntax © 2006 Solution Beacon, LLC. All Rights Reserved. 17

XML Publisher Overview EDI Templates u MS Word u Special RTF Tables u Produces

XML Publisher Overview Template Builder u MS Word Plug-in u Wizards, Drag-and-Drop u Report

XML Publisher Overview XML Data u Any Valid Source u Produced from § Oracle Reports § PL/SQL § Scripting § Etc. u Multiple Uses § More than one template § Data subsets § Variable outputs © 2006 Solution Beacon, LLC. All Rights Reserved. 20

XML Publisher Overview Formatted Output u Rich Text Formatting u Precision & Control u Interactivity § Conditions & Parameters § Sort § Hide Columns u Conditional Formatting u Formulas, Functions u Advanced Charting © 2006 Solution Beacon, LLC. All Rights Reserved. 21

XML Publisher Overview Formatted Output - Examples ü Checks © 2006 Solution Beacon, LLC.

XML Publisher Overview Formatted Output - Examples ü Checks ü Invoices © 2006 Solution

XML Publisher Overview Formatted Output - Examples ü ü ü Checks Invoices Purchase Orders

XML Publisher Overview Formatted Output - Examples ü ü Checks Invoices Purchase Orders Government

XML Publisher Overview Formatted Output - Examples ü ü ü ü Checks Invoices Purchase Orders Government Forms Tax Documents Financial Reports Dashboards © 2006 Solution Beacon, LLC. All Rights Reserved. 28

XML Publisher Overview Report Delivery Data Source Layout Output PDF Oracle, SQL Server Delivery Email RTF Printer Oracle 11 i, People. Soft, SAP, Siebel HTML XML Publisher XSL Oracle Reports, PL/SQL, Java, Perl, etc Templates Excel Fax XML Web. DAV EDI EFT WWW Web Services © 2006 Solution Beacon, LLC. All Rights Reserved. 29

Discoverer vs XML Publisher Compare/Contrast Discoverer XML Publisher Web Enabled a a Data Security a a 11 i 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. 30

Discoverer & XML Publisher Summary & Additional Resources Discoverer u Dynamic u Analytics u User Driven XML Publisher u Static u Formatting u 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 © 2006 Solution Beacon, LLC. All Rights Reserved. 31