Creating Templates and Generating BI Publisher Reports from JDE World
Oracle BI Publisher for JDE World A9.2
by
Nicole Baxter
Linda Pollichronakis
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BI Publisher Overview
• JD Edwards BI Publisher is a set of reporting tools to generate business documents in many formats with full range of functionality such as charts, formulas, watermarks, logos, and customer specific formatting. The tool set is designed to reduce the cost of customizing reports and utilize familiar enhanced desktop tools (Word, Excel, Acrobat, etc) so users can more easily format reports.
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Current Reporting Challenges • Modification for format changes requires
customization, may be multiple requirements • Often requires new Batch Report to be built for each
requirement typically by a developer • There are challenges getting reports out of World into
a business form
Logic
Format
Translation Batch Report
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BI Publisher Output
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BI Publisher Features
• Report Features
– Full range of charting capabilities
– Conditional formatting
– Report interactivity: filter, sort, hide columns
– Formulas and functions
– Multiple table/forms layout
– Watermark support
– Rich text formatting
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BI Publisher Features
• Design Tools
– Use Microsoft Word or Adobe Acrobat to design layout
– Use XMLP’s Template Build plug-in to Microsoft Word
• Font Support
– Advanced font sub setting and embedding
– Support for external fonts, such as barcodes and MICR
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BI Publisher Features
• Document Generation – Output formats: PDF, RTF, HTML, Excel, XML, PPT
• Language Support – No dependency on installed languages or
character set
– Generate XLIFF file for each translation
• Security – Support PDF security levels – Read Only/Editable,
Copy Text, Printable, Password Protection
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BI Publisher Features
• Delivery
– Supports delivery via email. Can be printed if user has access to the IFS directory.
– Redeliver documents
– Supports bursting of one report to multiple destinations
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BI Publisher Features
• Localization and Translation
– Translation allows exchange of one language to the next
– Localization goes beyond in excluding/including additional data elements
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Sample Reports – Check (Vanilla)
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Sample Reports – Check (BIP)
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Sample Reports – Check (BIP)
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Sample Reports – Check (Template)
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Sample Reports – PO Print (Vanilla)
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Sample Reports – PO Print (BIP)
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Sample Reports – PO Print (Template)
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Sample Reports – Summary Sheet
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Sample Reports – Jersey Pick Tickets
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Sample Reports - Invoice
Questions
World Setup
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BI Publisher for World
We will review the following:
• Steps to define an Embedded BI Publisher Report based on a Batch Report
• Steps to define a report in the BI Publisher Enterprise based on JDE Files
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Electronic Document Delivery
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Distribution Profile
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Distribution Profile
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Distribution Profile
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Create Transformation Template
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Attach Definition to Batch Program
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Attach Definition to Batch Program
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Attach Definition to Batch Program
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Attach Definition to Batch Program
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Printer File Source
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XML Output from Batch Programs
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PDF Output
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BI Publisher Enterprise
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BI Publisher Enterprise
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BI Publisher Enterprise
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BI Publisher Enterprise • Create the Report Template then add the name to
the Enterprise Report definition
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BI Publisher Enterprise
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BI Publisher Enterprise vs. Embedded
• BIP Enterprise intended to empower users to develop and execute reports.
• BIP Enterprise can be installed at no additional cost. Requires additional software installation and only uses Standard JDE files. Must purchase full product to include custom files.
• BIP embedded produces content rich reports that are part of the existing business process.
• BI Publisher embedded is the free toolset included with new releases JD Edwards World beginning with A9.1
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BI Publisher Enterprise vs. Embedded
• World A7.3 through A8.1 must use the Enterprise Version
• World A9.1 and above can also install the Enterprise version.
• BI Publisher embedded includes features for building templates and executing report tools within JD Edwards World.
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BI Publisher Enterprise vs. Embedded
• BIP Enterprise includes Excel Analyzer for downloading data to Excel to manipulate and create templates with.
• BIP embedded allows you to create Excel templates.
• BIP Enterprise includes more output formats such as Flash, EDI, EFT, etc
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BI Publisher Enterprise vs. Embedded
• BIP Enterprise offers more controls for output to repositories.
• BIP embedded allows output of report files to single network location on the Integrated File System (IFS).
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BI Publisher Embedded for World
• The Embedded functionality was first available in A9.1
• Any of the World batch applications using the Import/Export Function can generate BI Publisher output – DREAM Writers – Batch reporting - A9.1
– World Writers – SQL based Reporting Tool - A9.1
– FASTRs – Financial Reporting – A9.2
– STARs - A9.2
Questions
Create a Report Template
Create a Excel Template
Questions
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SMI Contact Information
Nicole Baxter, Development Manager
Linda Pollichronakis, Senior Technical Consultant