JDE BI Publisher Session - Sheik Mohamed

JDE - Brown Bag Session Sheik Mohamed
Rahul Telang
BI Publisher for JDE

Contents
 Introduction to BI Publisher
 BI Publisher Overview
 Key Features of BI Publisher
 Steps to Create a BI Report

 BIP - “Business Intelligence Publisher”
 Phase1 provided in 8.96 Tools Release
 Phase2 provided in 8.97, 8.98 Tools Releases
 It helps in creating Professional looking forms (In JDE Terminology- “Reports”) from JDE
Enterprise One without the help of any 3rd Party Tools (FormScape, CreateForm, Optio)
 BI Tool is used in conjunction with JDE Report tool to make it more user-friendly,
interactive and deliver all types of highly formatted documents.
 BI publisher tool can take data from any data source, can prepare templates in Word,
PDF,RTF etc and can be viewed online, published to a portal etc.
Introduction to BI Publisher

JD Edwards Enterprise One provides two BI Publisher reporting options:
 Embedded BI Publisher reporting
Embedded BI Publisher reports are created, managed, and processed using the JD
Edwards Enterprise One toolset. Embedded BI Publisher reports use data that is generated
by JD Edwards Enterprise One batch applications.
 Interactive BI Publisher reporting
Interactive BI Publisher reports are created, managed, and processed using the Oracle BI
Publisher Enterprise toolset. Interactive reports access JD Edwards Enterprise One data
using the Data Access Server (DAS).
Needless to say, Reporting will be moving from these…

…To these

 As we know, JDE Reporting consists of 2 components: Data and Layout.
1) Data – In BIP, Data comes in the XML Form, as shown below.
BI Publisher Overview

2) And Layout - Created by MS Word Document using the “Oracle BI Publisher” Menu or
in “Template Builder” Toolbar.

XML FORM
RTF TEMPLATE
BIP REPORT
 At RunTime, the Data and Layout is merged, to produce a BI Report.

The BI Publisher Object Repository uses three types of objects to create, upload, update,
copy, and delete BI Publisher objects.
• Templates
• Transformations
• Translations
Transformations
• BI Publisher transformations are eXtensible Stylesheet Language (XSL) templates that are
used to map data and transform an XML file into another XML file with a different format.
This is beneficial when, for example, you use a template that was created using different
field names and you need to map those field names to JD Edwards Enterprise One-specific
field names.
Translations
• Translations are XML files that are created to translate static text of the template into other
languages. You can think of translations as a list of words on a template that are translated
from one language, typically English, to another language at runtime. Translations are
available for RTF templates only.

This is an example of an XML file that translates the static text of an English RTF template to
German.
German translation of English template

Features of BI – Pictorial View

 The below diagram shows that the Oracle BI reports when published is used by various
type of industries ranging from Banking to private firms to government organizations.
Features of BI – Pictorial View

Design Aid :
 Use Microsoft Word, Microsoft Excel, Adobe Acrobat, Adobe Flex Builder, or XML IDEs
to design layouts
 Login directly from Word to the BI Publisher Server to browse reports, extract latest
report data and upload or modify layouts
 Preview report in PDF, HTML, Excel, RTF.
 Format Report Output using Color, Fonts and Graphics.
 Easy to use Chart Builder, Table Wizard, Table/Forms insert, Cross-tab Builder
 Distribute reports via email
 Burst a report to a variety of recipients based on data driven metrics or distribution
lists.
Document Generation :
 Output formats: PDF, HTML, Excel, RTF, CSV.
 Batch report generation
Key Features of BI Publisher

Integration :
 J. D. Edwards
 Application Integration
 E-Business Suite
 PeopleSoft
 Oracle BI Enterprise Edition
Key Features of BI Publisher

1. Open a blank word document and save it as RTF document
2. Create an XML Publisher Object to upload the blank template
3. Create a BI Publisher Report Definition
4. Submit the Report Definition to get the XML output
5. Load the XML data into RTF template
6. Design the template using BI Publisher Template Builder Tools and preview the output
7. Once the template is done, upload the template back to the XML Publisher Object
8. Re-Submit the Report Definition
9. View the output by clicking View RD Output in Submitted RD Jobs
Steps to Create a BI Report

Embedded BI Publisher Process
MS Word, MS Excel or Adobe Acrobat can be used to create a blank template.
 Create a new Document in MS Word
 Save as Rich Text Format (*.rtf) file
Steps to create BI Reports :

Create an XML Publisher Object to upload the blank RTF Template
Select a user-defined code (UDC) (H95|XP) that
indicates the object type of the reporting object.
 Add XML Publisher Object using OMW. After defining Form Details, Click ok & Upload the Template.
 Start Date & End Date will be enabled only after uploading template
For templates, select a UDC (H95|XC) that indicates
the region for which the template was created. For
translations, select the region in which the report will
be presented. This field is not required if the object
type is a transformation.
Select this option if the object is a localization of an existing
template. The localization object must have the same name and
document type as the template upon which it is based.
For templates, select the language that is used in the
template. For translations, select the language in
which the report will be presented. This field is not
required if the object type is a transformation.
End Date : Do not enter an end date if the object is to be used indefinitely. Enter
an end date only if the object is to be used for a specific period of time.
Start Date : Add a start date to indicate when
the object is available for use. If an object does
not have a start date or if the start date is in
the future, the object has an Inactive status.
.

Create a BI Publisher Report Definition
Enter the name of the Report Design Aid (RDA) report template
that is used to generate data for the report definition.
Leave this option blank to prompt the user with the available
output, delivery, and language options when submitting the
report definition to BI Publisher. If blind submission is selected,
the user is not allowed to change the report definition options
when submitting the report definition.
Enter the name of a version only if the report definition is limited
to one version of the UBE. If a version is not specified, the user
will have to select a version at submission time.
 Click Add in OMW and select Report Definition
 After defining Form fields, Click Next to go to next form Add Report Definition – Languages and Output Types

Defining Output Types and Languages
Available Output Types :
Select the output types to
be available to users when
they are submitting
the report definition. The
type of template attached to
the report definition
determines which output
types are available.
Default Output Types :
Select the default output
types that will be selected
when the report definition
is submitted. Default output
types are not enabled
unless they are first defined
as available output types. If
the report definition is
defined as blind
submission, the default
values indicate the type of
output that will be
produced when the report
definition is submitted to BI
Publisher.
 After defining Output Types & Languages
Click Next to go to next form Add Report Definition – Bursting and Delivery

Defining Bursting and Delivery Options
A report definition can burst on any level break section defined within
the batch or report version that is used as its source of data.
Typically, when you burst a report, you break on a level break header
section. The field must contain the complete XPath as it appears in
the XML data output that was created from the batch process. Eg.
/R42565/Phase_1___Build_Work_File_S1/Detail_Line_1_Section_S2_G
roup/On_Payment_Terms_S3
 After defining bursting and delivery details, click End to save the report definition and exit.
Select to deliver the report definition output to
the recipients as determined by the data from a
particular data item within the XML output.

Run Report Definition using BI Publisher Report Definition (P95620) – Fast Path - RD
 Type RD in fast path or Open Application P95620
 Submit the Report Definition

Save Report Definition XML Output
 Click Submitted RD Job in Form Exit menu
 Select the Job and click View RD Source and save the XML Output

Understanding the XML Output

 Lets take the XML output of R42565 – Invoice Print. Please find the attached XML File. Download XML Notepad
Software to view the XML File.
 In the End Section Event of Driver Section, the Group section - Detail_Line_1_Section_S2_Group is called. So
Group Section elements come in the last Tag of Driver Section “Phase_1___Build_Work_File_S1”. Level Break
Header Section “On_Payment_Terms_S3” comes under the Group Section “Detail_Line_1_Section_S2_Group”

 Each Record Elements “Detail_Line_1_Section_S2” come under the Level Break Header Section
“On_Payment_Terms_S3”

Load XML Data into RTF Template
The Template Builder has been downloaded and installed on your client
When you open Microsoft Word after installing the Template Builder you will notice the Oracle BI Publisher menu
and the BI Publisher toolbar.
The toolbar and the menu provide two methods of performing many of the same functions, including:
 Insert data fields into your RTF templates
 Insert tables, forms, charts, and crosstabs
 Preview your template in multiple outputs
 Browse and update the content of form fields
 Validate your template
 Perform calculations on fields within the template
 Connect to the Oracle BI Publisher server or the
Oracle BI server to retrieve data to build your
template
 Publish your template to the Oracle BI Publisher
server
 Extract boilerplate text into an XLIFF translation
file and test translations

Load XML Data into RTF Template
 Open the Blank RTF Template
 Using Tables and other Word Formatting, design the template
 Click Data  Load XML Data in the Template Builder Toolbox
 Select the XML File and load it into RTF Template

 Click Insert  Field to insert XML Elements into RTF Template
Inserting Fields into the Template

 Drag and put the Invoice Number into the document

 To change the format of the Invoice Number, Select the field, right click and select Properties
 Change the Text Type to Number and enter Default Number 9999999 and click ok

 To change the Date format, Select the field, right click and select Properties
 Change the Text Type to Date and enter Default date 26Feb09 and Date Format ddMMMyy and click ok

 Insert fields Customer, Terms, Sold To and Ship To

 To insert the detail records, click insert  Insert Table/Form
 Drag the “Detail_Line_1_Section_S2” Element from Data Source View to Template View
 Click Drop All Nodes
Inserting Tables into the Template

 Delete fields that are not required and Click OK.

 The table will show the Column Heading and Column variables
 Copy Column Variables and paste it in above designed table

 Change the format of all fields (refer “Inserting Fields into the Template”)
 Put the “F” Placeholder in the top of the row and “E” Placeholder below the row

 Right Click “F” Placeholder and Go to Properties and click Add Help Text. You can see XML tag
<?for-each:Detail_Line_1_Section_S2?> - holds the opening for-each loop for the “Detail_Line_1_Section_S2”
 Right Click “E” Placeholder and Go to Properties and click Add Help Text. You can see XML tag
<?end for-each?> – Closing tag of for-each loop

 Insert a Form Field in the top of the page & Go to
properties of the Form Field
 Give Default Text = F
 Click “Add Help Text” and click “Type your own”
 Type <?for-each@section:On_Payment_Terms_S3?>
Each On_Payment_Terns_S3 element contains an invoice
for a potentially different customer. To instruct BI Publisher
to start a new section for each occurrence of the
On_Payment_Terns_S3 element, add the @section
command to the opening for-each statement for the group,
using the following syntax:
<?for-each@section:group name?>
where group_name is the name of the element for which
you want to begin a new section.
Grouping for each Header Section (On Payment Terms)

 Insert a Form Field in the bottom of the page & Go to
properties of the Form Field
 Give Default Text = E
 Click Add Help Text and click Type your own
 Type <?end for-each?> -- Closing the for-each loop
Grouping for each Header Section (On Payment Terms)

Insert Header and Footer
 To display the Header details in the Page header
<?call:header?> - in the header, calls the template
“header” and display it in page header
<?template:header?> - Opening the Header Template
<?end template?> - Closing the Header Template

Insert Header and Footer
<?template:footer?> - Opening the Footer Template
<?end template?> - Closing the Footer Template
 To display the Footer details in the Page Footer
<?call:footer?> - in the Footer, calls the template “footer” and
display it in Page Footer

Insert Barcode in the Template
 Download Code128bWin.ttf font and install it
 Copy the Invoice Number Field and paste it in the header and change the font to Code128bWin
 Click File  Properties  Custom
 Type these values and click “Add”
Name : xdo-font.Code128bWin.normal.normal
Type : Text
Value : truetype.C:WINDOWSFontsCode128bWin.ttf

Preview the BI Output
 Preview the BI Output in PDF, RTF, Excel, HTML

Preview the BI Output

Upload the Template
 To upload the Template, select the XML Publisher Object and click design
 Click ok. It will popup a message “Would you like to upload the file again” Click Yes
 Upload the Template and click ok again

Submit the BI Report Definition
 Type RD in Report Definition and select the RD
 Click Submit
 To View the RD Output, Go to Form  Submitted RD Jobs
 Select the Job and click View RD Output
 In Report Definition Output Repository, all the outputs will be displayed
 Select the output and click View Output

Useful Documents
 http://www.scribd.com/doc/13427210/Using-Oracle-BI-Publisher-to-Create-JD-Edwards-
Enterprise-One-Reports
 http://www.thoelen.net/doc/bi.1013/b40017/toc.htm
 http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html
 http://www.webreference.com/programming/xml_24/

Please shoot your questions to
Sheik Mohamed sheik.mohamed@in.ibm.com 91-80-22670572
Rahul Telang rahul.telang@in.ibm.com 91-20-40116087

JDE BI Publisher Session - Sheik Mohamed

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