enhanced unifier reporting with bi publisher: on prem and cloud
TRANSCRIPT
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Enhanced Unifier Reporting with BI Publisher: On Prem and Cloud
Jeff Singer Principal Sales Consultant Oracle Primavera April 15, 2015
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Safe Harbor Statement
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Quick Poll
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Agenda
Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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Data, Information, Knowledge and Wisdom
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Source: http://information4dummies.blogspot.com/2015/04/modelo-yo-conceptos-de-representacion.html
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User-Defined Reports: Recap
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Scheduled On-demand Creator
Stakeholders
Archive
Analysis
Unifier Creator
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User-Defined Reports
• 44 preconfigured User-Defined Reports (UDRs)
• Modify these or create additional reports
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New in 15.1: Primavera Analytics
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Custom Reporting with BI Publisher
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• Cost Controls – All Projects Contract Summary
– All Projects Contract Summary with Actuals
– All Projects Cost Report
– Contract Summary
– Contract Summary with Actuals
– Items Overdue
– Project Cost Report
– Risks and Issues
– Tasks Due within 7 Days
• Project Delivery – All Project Daily Reports
– Design Reviews
– Items Overdue
– Project Daily Reports
– Submittals by Submittal Package
– Tasks Due within 7 Days
Base Configuration Custom Reports
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• Separate data logic, layout & translation
• Benefits:
– greater flexibility and reuse
– fewer reports and better report maintenance
– optimize data extraction and document generation process
What is BI Publisher? Report Architecture
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Report output
Data Logic
Layout
Translation BI Publisher
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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Report output
Data Logic
Layout
Translation BI Publisher
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Unifier Database
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Contracts
Vendors
COs
Invoices
Meeting Minutes
Action Items
Submittals
Users
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Data Logic Understanding the Table Structure
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ER Views Provides a tabular view of Data Elements and Data Definitions used in modules
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On Prem SaaS
Building SQL
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Bringing the SQL Statement into Unifier Example
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Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Creating Custom Reports
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Exporting the Sample Data
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Oracle BI Publisher Desktop for Office
• Plugins for both MS Word and Excel
• Bring in your XML file and work disconnected
• Wizards!
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Creating a Layout
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Agenda
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Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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2
3
4
5
Report output
Data Logic
Layout
Translation BI Publisher
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Import your RTF
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Translation
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Agenda
Overview: Reporting in Unifier
Creating data views
Configuring custom reports and extracting sample data
Formatting reports within Microsoft Word
Importing report format into Unifier, defining permissions and running the reports within Unifier
Advanced Topics
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Search and Additional Parameters
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Conditional Formatting
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Images
• 3 different types of images
– Company Logo (pre-10.0 only)
– Shell Image
– Image Picker Data Element
• Better to keep Company Logos in Unifier
– May change in the future: Do you want to update dozens or hundreds of RTF templates?
– The less you can ‘hardcode’ in the reports, the better
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BI Publisher for Custom Prints New in 15.1
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Documentation / Examples
• Oracle BI Publisher Demo Library
– A collection of recordings on how to create common layout elements in RTF & PDF templates
– http://www.oracle.com/technetwork/middleware/bi-publisher/learnmore/demo-library-toc-173301.html
• Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher – http://docs.oracle.com/cd/E23943_01/bi.1111/e22254/create
_rtf_tmpl.htm#BIPRD2354
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Questions
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