bi publisher sig

April2-6,2017inLasVegas,NVUSA#C17LV

BI Publisher SIGFrontofRoom/Podium

EBS JDE

PeopleSoft OtherEnterprise,OBIEE,etc…

SeatingChart!

SincethisisaSpecialInterestGroup,weallhaveBIPublisherincommon.

SitwithothersthatareusingBIPwiththesameapplicationtogiveyourselftheopportunitytonetwork.

Introduceyourselftoyourneighbor,askthemhowtheyareusingBIPbeforewegetstarted.

SessionID:

Preparedby:

BIPublisherSIGCollaborate2017Meeting

10028

BrentLowe,STRSoftware


Agenda

• BIPublisherSIGIntro/Update

• BIPublisherforStaticReports– Chao-YeeWatson

• BIPublisherandJDEdwards– AndrewOstdiek

• BIPublisherandPeopleSoft– MarcusBode

BIPublisherSIGIntro/UpdateBrentLowe,STRSoftware


Who’sThisGuy?

• BrentLoweBIPublisherChairHeadofProductArchitecture– STRSoftwareWorkedwithBIPublishersince2004ish

Notetoself…passaroundclipboard…


BIPublisherSIGIntro/Update

• Charter:TheOAUGBIPublisherSIGwillinformandeducatemembersontopicsrelevanttotheusageofBIPublisherinOracleApplicationssuchasOracleEBS,OracleJDEdwardsandOraclePeopleSoftwhileofferingaforumforpeerstosharetheirexperienceandknowledgewithoneanother.

• Mostimportantly:GettingfolkstogethertohelpeachotheroutwithBIPublisher.


Business- Vision

• Quarterlyeducationalwebinars.• InpersonmeetingsatOOWandCollaborate.• Robustwebsitewithpointerstoexistinginformation.• Oracleinvolvement.


Business– HelpWanted

• Presenters,Material,Experiences,etc…


Business– BecomeaMember

• CreateanOAUGProfile---- FREE• JoinaGEO/SIG->BIPublisherSIG


WheretoGoWhenYouDon’tKnow

CentralHub– SIGWebsitehttp://bipubsig.communities.oaug.org/

BIPublisherforStaticReportsChao-YeeWatson,Xilinx

SessionID:

Preparedby:

OAUGBIPublisherSIGCaseStudy:BIPublisherforStaticReportsConversionofLegacyDiscovererReportsandMovingUserstoBIPublisher

10028

Chao-YeeWatson,Xilinx

@ChaoYee_Watson


Agenda

• Introduction• SpeakerBiography• StateofReportingatXilinx• ApproachtoDeterminingRequirements• EvaluationofReplacements• PlantoReplace• CurrentStatusoftheReplacementProject

13


Introduction• In2016,westartedthejourneyofconvertingCustomerOperationsreportsfromDiscoverertoBIPublisher.

• Talkaboutcurrentstateofreportinginmyorganization• DiscusshowDiscoverercomparestoBIPublisher• DiscusshowBIPublishercomparestoOBIEEAnswers• ShareourlessonslearnedfromourDiscovererretirementprocessandtheimplementationofBIPublisher

14


SpeakerBiography

• Over20yearsmanagingbusinessprocessandsystemchangeinHighTechnology

• Extensiveexperiencedrivinginternationalchangemanagementandenterprise-wideroll-outswithafocusonprocessdesign,keyperformancemetricsdesignandresourceoptimization

• Thoughtleaderindesignandre-engineeringofprocessesintheareasofbusinessintelligence,programmanagement,datagovernance,customerservice,supplychainmanagement,demandmanagement,productlifecyclemanagement

• FeaturedspeakerandpanelistatmultipleOAUGCOLLABORATEconferences,OAUGConnectionPoint andPMISiliconValleySymposium

§ PMP® certified§ MBAfromSantaClaraUniversity§ BSinMechanicalEngineeringfromUCBerkeley

Chao-Yee Watson

15


StateofReportingTools

• Discovererremainsthegeneralreportingtoolsstandard• OtherlegacycustomtoolsdevelopedusingPL/SQL,APEX,PHP

• OBIEEAnswers,BIPublisher,BIC’sinproductionforvariousdepartments

• OriginalplanwastoretireallDiscovererreportsinNov2016andreplacewithBIPublisher11g

• Thisplanhasbeendelayedbasedonuserrequirementsfromdifferentdepartments

• NewplanistorolloutBIPforgroupsthatrequirescheduledstaticformattedreports

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Discoverer– the“SwissArmyKnife”

• OriginalintentwhenDiscovererwasimplementedoveradecadeagowastoreplaceOracleReportsandothertextfilereports

• ThemanagementmodelforDiscovererwasloose• ITcreatedthefoldersinBusinessAreas• TheusersbecamerathercreativeinhowtheyutilizedDiscoverer

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HowDiscovererwasUsed• StaticReports• SharedCustomizedReports• VolumeDataExtracts• AdhocDataExtracts

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OptionsforDiscovererReplacement• BIPublisher• OBIEEAnswers• OracleBICloud• Otherlegacycustomizations• Otheroptionsnotyetevaluated


EvaluatingBIPvsOBIEEAnswers

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BIPublisher OBIEEAnswersHighlyformattedorspecificlayoutreports Ad-hocanalysisOperationalortransactionaldatareporting.Anyaggregationsorpivotsmustbedonebyend-user

Analyticalreporting.Aggregations,pivots,anddrillsdefinedinRPD.Draganddropforend-user

PowerusersorBusinessAnalysts(technicalusers)reportingonnon-hierarchicaldata.DataforthereportisdirectlyretrievedviaSQL.

Knowndataelementstoanswerthequestion(e.g.:Opportunity)DimensionsandFactsarepre-built

RequiresSQLexpertiseforcreatingDataModels.Canbeariskwhenusedbynovices

End-userreporting. NoSQLexpertiserequired

MultipledatasourcesincludingOBIEESubjectAreas

Row-levelsecurity(MustuseAnswers)

Quicklyandeasilydeveloporchangereports(sourcedata)

RequiresalongerdevelopmentcycletoincorporateallrequireddataelementsintotheRPD

Easilycreatemultiplereportlayoutsfromasingledatamodel

Reportingonly predefinedsubjectareas

Ad-hoc reporting Hierarchicaldata(MustuseAnswers)Summary:BIPublisherisprimarilymeantasatoolforcreatinghighlyformatted,publishedreports(Invoices,Quotes,etc)bytechnicalusers.ItisNOTsuitedforanalyticalreportingORforhierarchicaldataORwhererow-levelsecurityisrequired.

Summary:OBIEEAnswersistheprimary,bestofclass,analyticalreportingtool.Bestusedforreportingofstructuredandpre-summarizeddata.


EvaluatingDiscoverervs.BIPTask/Requirements Discoverer BIP

Usercreatesad-hocreport Yes No

DataModelneedstobedefinedpriortoreportcreation No Yes

Create/modifyreportparameters atruntime Yes No

Multiplelevelsofconditionsatreportlevel Yes No

Definingcalculationfunctionsatreportruntime Yes No

Endusercreation ofdatamodel NA No

Groupbyfunction Yes Yes

Multiplecolumnselectionatruntime Yes No

Drilldown reports Yes Yes

Unrestricted Excelexport Yes No

20


CustomerOperationsUseCase• XilinxCustomerMasterTeam

• ReportscompiledatafromOracleERP,CDHandotherproprietaryapplications

• Teamutilizesstaticreportsintheirdailytasksmaintainingcustomermasterdata

• Totalof38reportsrequiredreplacement

• BIPublisherchosentoreplacestaticreports• Smallgroupofhomogeneoususers• Usersonlyneededformattedreportsfordailyuse• Teamneededpushreportsthatcouldbescheduled• ITcreatedthereplacementreports• BusinessUserstestedthereports

21


ListofCustomerMasterReports

22

S/N ReportNames DateinUAT TestStatus FeedbackDate1 XCM- DNBIncompleteDataReport 8/22/2016 MigratedtoPROD 8/26/20162 XCM- SourceSystemDataQualityMetricsReport 8/24/2016 MigratedtoPROD 8/26/20163 XCM- SourceSystemIDMappingTraceReport 8/24/2016 MigratedtoPROD 8/26/20164 XCM- DNBDailyorQuarterlyExtractDetailsReport 8/24/2016 MigratedtoPROD 8/26/20165 XCM- SiteLevelRelationshipChanges 8/25/2016 MigratedtoPROD 8/26/20166 XCM- AUTOXU 8/25/2016 MigratedtoPROD 8/26/20167 XCM- CustomerData HierarchyComparison(ManualvsD&B)Report 8/25/2016 MigratedtoPROD 8/26/20168 XCM- CustomerListingSummaryReport 8/25/2016 MigratedtoPROD 8/26/20169 XCM- DNBUnmatched&RejectedReport 8/26/2016 MigratedtoPROD 8/26/201610 XCM- CustomerRelationshipListingReport 8/26/2016 MigratedtoPROD 8/26/201611 XCM- XilinxDNBGUsLinktoXUList(AS-IS)Report 9/2/2016 MigratedtoPROD 9/2/201612 XCM- XilinxDNBGUsnotinFinanceHierarchy(AS-IS)Report 9/2/2016 MigratedtoPROD 9/2/201613 XCM- XilinxFinanceHierarchy(AS-IS)Report 9/2/2016 MigratedtoPROD 9/2/201614 XXCMcertifiedrecordswithnullprimaryaddresses. 9/7/2016 MigratedtoPROD 9/8/201615 XCM- DNBMatchRulesReport 9/7/2016 MigratedtoPROD 9/8/201616 XCM- BulkImportErrorReport 9/7/2016 MigratedtoPROD 9/8/201617 XCM- XilinxDNBMatchedrecordswithNoGUandXilinxCustomHierarchy(AS-IS) 9/7/2016 MigratedtoPROD 9/8/201618 XCM- PartyMergeTraceReport 9/19/2016 MigratedtoPROD 9/22/201619 XCM- XUStatusTraceReport 9/19/2016 MigratedtoPROD 9/22/201620 XCM- DNBWorldBaseTraceReport 9/19/2016 MigratedtoPROD 9/22/201621 XCM- CustomerClassificationReport 9/19/2016 MigratedtoPROD 9/21/201622 XCM- CustomerCertificationReport 9/28/2016 MigratedtoPROD 10/4/201623 XCMDataSpecialistQualityCheckReport 9/28/2016 MigratedtoPROD 9/29/201624 XCM- SplitReviewReport 9/28/2016 MigratedtoPROD 10/4/201625 XCM- FlaggedRecordStatusTraceReport 9/28/2016 MigratedtoPROD 10/4/201626 XCM- CDHInputDataReport 10/6/2016 MigratedtoPROD 10/6/201627 XCM- SubscriptionErrorReport 10/6/2016 MigratedtoPROD 10/6/201628 XCMXU-GU-SITE-CHECKING.DISReport 8/22/2016 MigratedtoPROD 8/26/201629 XCM- PartyMerge 10/6/2016 MigratedtoPROD 10/6/201630 XCM- RecordStatusReport 9/19/2016 MigratedtoPROD 9/21/201631 XCM- StandardCityStateCountryReport 9/28/2016 MigratedtoPROD 9/29/201632 XCM- DNBReviewReport 10/28/2016 MigratedtoPROD 10/31/201633 XCM- HierarchyRelationshipTrace 9/28/2016 PendIT 9/29/201634 XCM- ReviewRequestTraceReport 10/12/2016 PendIT 10/18/201635 XCM- XUHierarchywithSourceSystemDetailsReport 10/18/2016 PendIT 11/1/201636 XCM- Oracle11iStatusReport 11/1/2016 PendIT 11/7/201637 XCM- GDIDsreferencedinlast3monthtransactionsthatarenotyetcertifiedinXCM On Hold38 XCMASP- GDIDstobeCleansed OnHold


ResultsfromCustomerMasterReportsConversion• ConversionstartedJune2016

23

Status(asofFebruary 2017) # %

ReportsinPROD 32 71.1%

Reports– Tested&PendingITRework• Unabletoextracthugereport• Unabletoextract3monthsdata• Issues onparameters&dataextracted

4211

13.2%

Reports- NotReadyinUAT• PendingFinance/GD- GDBIprojectiscurrentlyonhold

22

13.2%

Totalreportstomigrate 38 100.0%

• Majorityofthereportsrequiredfordailyusearenowinproduction


PlantoReplaceRemainingCustomerMasterReports• Forreportswherearelargevolumeofdataisrequiredtobeextracted,wearestillevaluatingpotentialoptionsforDiscovererreplacement

• ForreportswhicharedependentontheFinancedepartmenttomakeadecisionontools,thosereportsareonholdindefinitely

24


KeyLessonsLearned

• Don’tassumethatonetoolorplatformwillsatisfyallbusinessusecases

• BIPublisherfitstheusecasewherereportsare:• Highlyformattedstaticoutput• Parametersaresetandnotexpectedtochange• Usersdonotplantochangethereportformat• Usersdonotrequireahighvolumeofcolumnsandrowsofdata

25

BIPublisherandJDEdwardsAndrewOstdiek,HamiltonTelecommunications


SpeakerBiography

• 15+yearsofJDEExperience• EndUsertoEvangelist!• WorldtoE910

• JDEGeneralist• Development• ProjectManager• CNC‘lite’• FunctionalAnalyst• BusinessAnalyst• TechnicalAnalyst• Etc….IJDE

Andrew Ostdiek

27


HamiltonTelecommunications

• JDE– 9.1apps,9.1.2Tools

• 9.2Upgradeovernext12months.

• TransitioningfromCreate!formtoBIPublisherforFormsManagement


BIPTransition– TheWhy

• MovingtoBIPb/c:• Costsavings• Lackofin-houseknowledgeonCreate!form

• Reduce3rd PartyDevelopmentReliance

• Duplicationofownedfunctionality• Easeofuse


BIPTransition:Roadmap

• TransitionandconsolidateallCreate!form projectstoBIP.• UseBIPbursting/emailingtodrivedistributioninternallyandexternally.

• EducateandenableinternalstafftodevelopBIPtemplates.

• LookintoBIPPacksfromTeamCain tospeedupdevelopmentandreduceinternalcosts.


BIPTransition:Roadmap– EarlyStages

• OnecustomizedformforContractBillingInvoice• UsedOracleprovidedformsforW2,1099,1095-C• Testingbursting/emailingforinvoices


BIPTransition:PrimaryChallenges

• Timeandresourceavailability• Lackofin-houseBIPknowledge

• Engageda3rd partyconsultanttohelp.• Gotusstartedwithanewforminshorttimeframe• Helpedusbridgeourknowledgegap• Continuetoengageaswecanfreestaffforotherpriorities


BIPTransition:LessonsLearned

• Whenengagingwitha3rd partyconsultant• AskbasicformsmanagementquestionstoensurethatexistinglogicwilltranslateandworkinyourBIPutilization

• LookforprebuiltformsorsolutionstohelpprovideanunderstandingofstandardBIPusecases

• Maintainavisionoffutureconsiderationsinformsolutions


BIPTransition– LessonsLearned• Understandconditionallogic(exampleaddressblockswhereAddresslines2-4areblank)

• ReviewXMLfilesviaChrome– easiertoseeandunderstanddata

• UseWordPlugintotesttemplates• NameobjectstoalignwithUBEutilizingthem

• UBE- R48507• XMLPublisherObject- TP5548507• ReportDefinitionObject- R48507_1

• UseE-MailAddressoptionasinternal‘Check’fordeliveryconfirmationforDataDrivenDeliveryutilization


BIPTransition– LessonsLearned• Patience– LargerUBEswithBIPtemplatestakelongertorender.

• JobQueuemaysay‘D’one,butUBEhasn’tfinished.• Adjustjde.inifiletogetoutputtofindrenderedoutputonyourEnterpriseServer.[UBE]

BipOutputDirectory=E:\JDEdwards\E910\BIPOutputBipSaveOutputOnFs=1

• F95600(BIPublisherObjectRepository)• Referencethistableforquickreferenceontemplates(dateinformation)


BIPTransition– What’sNext?

• ContinuewithourPhase1projecttasks• IdentifyourFormsManagementfootprint• PutaplaninplaceforformalFormsManagementtransition

• EducationofinternalresourcestodevelopandmaintainBIPFormsgoingforward

BIPublisherandPeopleSoftMarcusBode

YourPresenters

MarcusBodeManagingDirector

[email protected](415)509-1151

§ ApplicationFocus:OracleCloudERP,PeopleSoftFSCM/HCM

§ VerticalFocus:FinancialServices,FinTech,Healthcare,Utilities,Technology

§ PeopleSoftFinancialsimplementations,upgrades,enhancements&integration

AboutSpearMC

Foundedin2004,SpearMCisatechnologyandprofessionalservicesfirmspecializingin

§ PeopleSoftFSCM,HCM,ELM

§ PeopleToolsDevelopmentandSystemAdministration

§ PeopleSoftTestFramework

§ OracleCloudERPandHCM

§ OracleBusinessIntelligence

§ PeopleSoftTraining

§ ProjectManagement

§ OraclePublicCloud

§ QualityInsurance&TestAutomation

§ HostAnalyticsEPM

OurHistory

PeopleSoftReportingOverview


SQR

Query

nVision

Crystal Reports

BI Publisher

The State of PeopleSoft Reporting Tools


Very powerful–full database access within a "report"Modular

• re-use logic in building blocks

• override delivered logic

SQR

Part of the Oracle familyBuilt-in support for debuggingProgrammer-centric

– quick to build and run– requires a technical resource

Lots of knowledge in the PeopleSoft community


Empowers business users• Solve their own problems• Explore data

Built-in features• Query Access Server (instant

web service)• Translate tables• Embedded URLs• Output to Excel

Outsource processing criteria/logic to Query and business users

Query


Microsoft Excel based• That’s why accountants love it• MS Excel v 2007 or higher – ‘unlimited’ rows

Very powerful with full database access within a spreadsheet• Security assigned at the report / layout level• Row-level security applies to running reports and drill-down

Optimized for Financial Reporting• Uses Ledger table• Enables drill-down into sub-ledger and transaction tables

Represents Hierarchical Relationships• Excellent use of rollup trees for display• Provides ‘nPlosion’ (Excel Grouping)

Layouts Designed and Stored within Database• Users can schedule reports or run ad-hoc without additional run-control pages

nVision

IntroducingPeopleTools BIPublisher


Reporting tool introduced as “XML Publisher” in PeopleTools 8.48

Renamed to “BI Publisher” in PeopleTools 8.52• “BI” as in “Business Intelligence”, aka “Reporting and Analytics”

Positioned as a reporting tool that:• Replaces Crystal (completely by Tools 8.55)• Alternative to SQR• Better integrated with PeopleSoft• Architected for better maintenance and extensibility

BI Publisher


In broad strokes, a lot like Crystal• A PS Query runs on the application server

• Prompts filled in at run time• BI Publisher runtime applies Report Template to the data to build a PDF

• "Data Source" column in Query Report Viewer is the name of the Query

Report Template• RTF file containing formatting, data placeholders, and special syntax• Created in Microsoft Word with the help of an Oracle-created Add-In

Report Definition• Allows running reports via Scheduled Query or Ad-Hoc

• If Ad-Hoc, must build custom run-control page• Data Source

• This is how it knows about the Query (but XML will ultimately be the data source, so this is the ‘source of the source’)

• Category• Defines the report’s security (see Reporting Tools > BI Publisher > Setup> Report

Category)

How does it work?


Data Sources

• Functionaluserscanbuilddatasource• Deliveredpagerunsquery-basedBIPreports• End-to-endreportdevelopmentwithoutasinglelineofcode

Query

• AlltheadvantagesofQuerybutrequiresPoweruserstobuilddatasource

• Reportscanincorporateparent-childrelationships

ConnectedQuery

• Ultimatelyflexibilitybutrequirescode• Goodforexternalsourcesofdata• Recommendedforlargevolumes

XMLFile


Microsoft Word is the BI Publisher design-time environment• Only MS Word version of BI Publisher is delivered with the PeopleSoft application• For BI Publisher Templates for Excel or PowerPoint, must purchase Enterprise

Edition of BI Publisher• Instead of having Crystal installed on your machine, you need

• Microsoft Word (2007 or higher)• Java Runtime• Oracle’s BI Publisher Template Builder Add-In for Microsoft Word

o Aka “Design Helper”• Windows only (no Mac support)

Installing Template Builder• Download directly from within PeopleSoft• Must install Java seperately

Introducing Template Builder


Import XML file containing sample data• Template Builder needs to know the structure of the data source

• E.g. What fields will be available to put on report?• Sample data useful for quick & dirty testing during report development• Crystal handles this through special "PeopleSoft PeopleTools" ODBC driver that

exposes metadata of PS Query definitions• BI Publisher handles this by parsing a sample XML file imported via the Template

Builder’s Sample XML tool• Most BI Publisher ribbon tools are grayed out until sample data imported• Once imported, fields can be added to report with Template Builder tools• Once imported, developers do not need to be connected to PeopleSoft – they just

continue to use the sample XML until another sample is needed or the report is complete!

Working in Template Builder



Test Template using Preview tool• Template Builder Add-In includes the BI Publisher runtime engine!• Click the desired output format and report is generated and displayed

• Combines XML and RTF into output file• Runs on locally installed Java runtime

• Allows for iterative, trial-and-error report development (and again, no need to stay connected)

Working in Template Builder



Database

App Server Web Server

Architecture Checkpoint

AppTables

Query

XML

DataSource

BI Output!

ReportDefinition

& Template


Advanced Topics

Q:HowdoyouwriteaQuerywithresultsthatincludeparent-childrelationships?

A:InPeopleSoft,usetheConnectedQuery


Connected Query gives you a way to “join” PS Queries that have a logical parent-child relationshipAllows you to create XML with hierarchical dataCan be used as a BI Publisher Data SourceIntroduced in PeopleTools 8.50Reporting Tools > Connected Query > Connected Query Manager

Connected Query and BI Publisher


Creating1. Create PS Queries that will be part of Connected Query2. Reporting Tools > Connected Query > Connected Query Manager > Add a New

Value3. Name it4. Add Top-Level “Parent Query” to new Connected Query definition5. Add descendent Queries

• Click name of a Query to display tool icons• Use Child and Sibling icons

6. Use Select Related Fields tool to map fields on each child Query to parent 7. Set Status to “Active”8. Use Preview to test



Query Prompts• Supported for all Queries in a Connected Query• User prompted at run/schedule time• Recommendation: When possible, only use with top-level Query• Queries with In-Tree prompt cannot be used in Connected Query

Advantages• Leverage existing Queries (Query reuse)• Easier to develop and maintain

• Multiple bite size Queries instead of one, big, complex one• Alternative to outer joins

• Very different data sets can be included in same report

Disadvantages• Performance not good with large amounts of data


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SessionID: 10028


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• Want• Toserveonboard?• Topresentatfuturemeeting/webinar?• Theseslides?• TotellmehowthisSIGcanbetterserveYOU?• Somethingelse?

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