E R12/5.6.3 Oracle XML Publisher Fundamentals Volume I - Student Guide

Transcription

1 E R12/5.6.3 Oracle XML Publisher Fundamentals Volume I - Student Guide D59123GC10 Edition 1.0 April 2009 D59936

2 Copyright 2009, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Leta Davis, Padmaja Mitravinda, Brian Pottle, Leslie Studdard Technical Contributors and Reviewers Donna T.C. Johnson, Richard Yau, Tim McGlue, Tim Dexter, Mike Donohue, Klaus Fabian, Pradeep Sharma This book was published using: Oracle Tutor

3 Table of Contents Introduction to BI Publisher Oracle BI Publisher Fundamentals Course Objectives Objectives Course Agenda What's in a Name? Oracle BI Publisher: Business Document Requirements Example: Financial Reports Example: Business Reports Example: Invoices Example: Purchase Orders Example: Sales Orders Example: Contracts Example: Government Forms Example: Tax Forms Example: Marketing Materials Example: XML Example: EDI/EFT Why Oracle BI Publisher? Oracle BI Publisher Classic Reporting Tool Issues Oracle BI Publisher: Advantages E-Business Suite Uses Oracle BI Publisher Before We Start - Additional Resources Summary Oracle BI Publisher Architecture Oracle BI Publisher Fundamentals Objectives What Is Oracle BI Publisher? Classic Reporting Paradigm Oracle BI Publisher Paradigm Ease of Use Extract Once, Publish Many Times Bursting a Report Batch Processing Distributed Delivery Inbound Document Capture Government Forms BI Publisher Architecture Oracle BI Publisher Desktop Oracle BI Publisher Technology Oracle BI Publisher Enterprise Oracle BI Publisher Architecture Data Sources BI Publisher Data Engine Oracle BI Publisher Technology Performance and Scalability Security Internationalization and Language Support Translations Output Formats Flexible Deployment Options i

4 Oracle BI Publisher for Applications Summary Introduction to XML Oracle BI Publisher Fundamentals Objectives Extensible Markup Language Advantages of Using XML XML Standards Oracle XML Support Example: A Simple XML Page XML Document Structure Prologue or XML Declaration XML Elements Markup Rules for Elements XML Attributes Using Elements Versus Attributes XML Entities Components of an XML Document XML Comments A Well-Formed XML Document Class Activity Comparing XML and HTML XML Development Other Elements of XML What Is an XML Namespace? Example of XML Namespace Declarations What Is a Document Type Definition? Example of a Simple DTD Declaration What Is an XML Schema? Example of XML Schema Document Why Validate an XML Document? XML Schema Versus DTD What Is XSL? XSL Transformations What Is XML Path Language? XPath Model XSLT Stylesheet XSLT and XPath XSLT Stylesheet: Example The Transformed Document Summary Introduction to BI Publisher Layout Templates Using the Basic Method Oracle BI Publisher Fundamentals Objectives Methods of RTF Template Creation Basic Method Create a Placeholder for Data From Your XML Document Example of Basic Method Data Placeholders Create a Loop That Will Allow the Display of Multiple Values Example of Basic Method Looping Additional Formatting Summary Installing Oracle BI Publisher Desktop Oracle BI Publisher Fundamentals Objectives ii

5 What Is Oracle BI Publisher Desktop? Getting Oracle BI Publisher Desktop Getting Oracle BI Publisher Desktop for E-Business Suite Installing Oracle BI Publisher Desktop Choosing Setup Language Welcome Screen Designating a Destination Location Installing Installation Finished Summary Using the BI Publisher Desktop to Build Layout Templates Oracle BI Publisher Fundamentals Objectives What Is Oracle BI Publisher Desktop? Installing BI Publisher and Opening Word Starting the Walk-Through Basic Template Loading the Sample XML Data Loading Complete Inserting Fields Choosing the Address Fields Previewing Progress Setting Preferences Setting the Preview Options Setting the UI Options Setting Build Options Inserting a Table Creating the Table End Result Changing Field Properties Preview Your Progress Creating a Cross Tab Report Overview Loading the Sample XML Data Creating a Cross Tab Report Insert Cross Tab Window Creating a Cross Tab Report Cross Tab Window Completed Creating a Cross Tab Report Cross Tab Placeholder Creating a Cross Tab Report Cross Tab Preview Steps to Create a Chart Overview Inserting a Chart Chart Window Inserting a Chart Completed Chart Window Inserting a Chart Placeholder Previewing Your Progress Summary Advanced RTF Layout Template Techniques Oracle BI Publisher Fundamentals Objectives Know Your Data Looking at Raw XML Data Looking at the Field Dialog Underlying Tags Form Field Method Tags Additional Tag Space Premarkup Layout Supported Native Formatting Features Designing the Template Layout Add Markup iii

6 Images and Charts Chart Samples Adding a Custom Chart using BI Beans Drawing, Shape, and Clip Art Support (Samples) Other Graphic Features Data-Driven Shape Support Background and Watermark Support Template Features Conditional Formatting Page-Level Calculations Data Handling Variables, Parameters, Properties, Fonts and PDF Passwords Advanced Report Layouts Summary Modifying an E-Business Suite Report that was Created using Oracle Reports Oracle BI Publisher Fundamentals Objectives User Interfaces Reports Review Development Process Overview BIP Report Development Process Overview Step 1: Create a New Concurrent Request Copy the Concurrent Definition Modify the Definition to Produce XML Output Identify the Request Group Query the Request Group and Add the New Report Step 2: Create the Preview Data View the New Request Save the Output Step 3: Design the Layout Template Step 4: Register the Data Definition Create Data Definition Add Files to the Data Definition Step One Add Files to the Data Definition Step Two Step 5: Create the Layout Template Create the Template Complete the Template Registration Step 6: Set the Default Template Submit the BI Publisher Request Set Request Options View the Results Summary Modifying an E-Business Suite Report that was Created using BI Publisher R12 Oracle BI Publisher Fundamentals Objectives Process Overview Step 1: Identify the Report Step 2: Identify the Data Definition Step 3: Query the Template View the Template Details Steps 4 and 5: Downloaded and Modify the Template Step 6: Upload the Modified Template Upload the Modified Template Confirm the Template Upload Step 7: Submit the New Request Modify the Data Requirements of an Existing E-Business Suite Report Summary iv

7 Building and Using a Data Template in E-Business Suite Oracle BI Publisher Fundamentals Objectives What Is a Data Template? What Functionality Is Supported? Data Extraction Engine What Functionality Is Supported? Data Template Definition Data Template Structure Data Template Declaration Properties Section Parameters Section Lexicals Section Flexfield Support Data Query Section Data Column Type Support in Queries Data Query Efficiency How to Define Queries - <sqlstatement> element Example: Simple Data Query Example: Data Query with Parameter Example: Data Query with Lexical References Linking Queries Example: Link Query Using a Bind Variable Link Element Syntax Example: Link Query Using Link tag Including an XML Document in Data Source Data Trigger Section Data Triggers Data Structure Section Defining Groups and Elements Break Groups Defining an Group Hierarchy Group Filters Summary Columns Lexicals Section Flexfield Support Four KFF-related Lexicals oracle.apps.fnd.flex.kff.segments_metadata oracle.apps.fnd.flex.kff.select oracle.apps.fnd.flex.kff.where oracle.apps.fnd.flex.kff.order_by Easy and Quick to Build How to Call a Data Template from the Concurrent Manager Calling a Data Template from the Java API SQL to XML Processor Other Useful Methods Distributed Queries Summary Advanced E-Business Suite Concepts Oracle BI Publisher Fundamentals Objectives Standard GL Reports with BI Publisher Sample: XML Output File Example: Account Analysis Report Placeholders Example: Report Template Layout Financial Statement Generator Reports High-Level Overview of Publishing FSG Reports Publish an FSG Report from the Run Reports Form in One Step v

8 Publish FSG Report Two Steps Publish FSG Report from Run Financial Reports Example: FSG: Basic Template Placeholders FSG: Basic Template Layout Bursting a Report Distributed Delivery Bursting Mechanism Delivery XML Structure Parameter Mapping E-Business Suite Bursting E-Business Suite Document Delivery Migrating Oracle Reports to XML Publisher Migration Pre-requisites Step 1: RDF to XML Step 2: Data Model Migration Step 3: Layout Migration Known Migration Issues Batch Conversion Summary Administering BI Publisher in an E-Business Suite Install Oracle BI Publisher Fundamentals Objectives XML Publisher Administrator: Administration Options Administration Options: Configuration Tab How to Set the Configuration Information for a Data Definition How to Set the Configuration Information for a Templates Configuration Tab: General Properties Configuration Tab: PDF Output Properties Configuration Tab: PDF Security Properties Configuration Tab: RTF Output Properties Configuration Tab: HTML Output Properties Configuration Tab: FO Processing Properties Configuration Tab: RTF Template Properties Configuration Tab: PDF Template Properties Configuration Tab: XLIFF Extraction Properties Fonts Predefined Fonts Adding Fonts to the Database Create Font File Mapping a Font in E-Business Suite Step One: Define a Font Mapping Mapping a Font in E-Business Suite Step One: Create Font Mapping Set Create Font Mapping Add fonts to Configuration file Specialized Fonts Administration Options: Create Currency Format Set Administration Options: Add Currency Format Administration Options: Currencies Tab Output Post Processor (OPP) Output Post Processor Error Moving Templates and Data Definitions Using FNDLOAD to Manage Metadata Downloading Metadata XDOLoader XDOLoader Utility - Download XDOLoader Utility - Upload vi

9 XLIFFLoader Utility - Download XLIFFLoader Utility - Upload Summary Understanding PDF and etext Layout Templates R12 Oracle BI Publisher Fundamentals Objectives PDF Template Overview Where do PDFs come from? Supported Modes Adding Markup to the Template Layout for Adobe Acrobat Users Accessing the Text Field Tool in Adobe Acrobat Adding Markup to the Template Layout for Adobe Acrobat Users Creating a Text Field in Adobe Acrobat Supported Field Properties Options Creating a Check Box Creating a Radio Button Group Defining Groups of Repeating Fields Adding Page Numbers Adding Page Breaks Performing Calculations Downloaded PDFs Using Downloaded PDFs with Form Fields without E-Business Suite Mapping your PDF Fields in E-Business Suite Update the Mapping Seeded PDF Mapping Viewing the Report Choosing Your Working Directory Viewing the Report etext Templates Structure of etext Templates Row Types Setup Command Tables Constructing Data Tables Data Table Command Rows Structure of the Data Rows Summarizing etext Templates Summary Translating Reports Oracle BI Publisher Fundamentals Objectives Translation Options Localized Template Option XLIFF File Option Structure of the XLIFF File Updating the XLIFF File Naming Standards Locale Selection Logic Translating Templates in BI Publisher Desktop Summary E-Business Suite Report Development Standards Oracle BI Publisher Fundamentals Objectives Database Objects Schemas Product Schemas vii

10 APPS Schema Additional Schemas Overall Guidelines Document Definitions General Guidelines Report Size and Orientation Report Body Format: Table Usage Report Body: Fonts and Format Report Body Format: Simplification Report Body: Column Ordering Report Body: Miscellaneous Boilerplate and Data Translation Standards Examples: Translation Standards Consistent Field Labels and Widths Indicating Ranges Charts and Hyperlinks Report Format: Combination Formats Layouts with Multiple Data Sets Report Format: Layout Report Format: Headers Report Format: Parameters Report Format: General Data Formatting Report Format: Currency Formatting Report Format: Report and Group Totals Report Format: Date Formatting Summary Introduction to BI Publisher Enterprise Oracle BI Publisher Fundamentals Objectives Logging In to Oracle BI Publisher Enterprise BI Publisher Enterprise Home Page Defining a JDBC Connection Opening a Predefined Report Viewing a Predefined Report Exporting a Report Sending a Report Scheduling a Report Viewing the Saved Output and History Analyzing Data in Reports Using Online Analyzer Online Analyzer - Results Accessing a Saved Analyzer Output Excel Analyzer Using Excel Analyzer Using Excel Analyzer: BI Publisher Enterprise Menu and Toolbar Summary Create a Simple BI Publisher Enterprise Report Based on an Oracle Database Query Oracle BI Publisher Fundamentals Objectives Creating a BI Publisher Enterprise Report Based on Oracle Database Creating a New Folder in BI Publisher Enterprise Creating a Report Editing the Properties of a Report Defining the Data Model Using Query Builder viii

11 Viewing Report Data Uploading an Existing Template Summary Oracle BI Publisher Enterprise Integration Features Oracle BI Publisher Fundamentals Objectives Oracle BI Publisher Enterprise Integration Creating a BI Publisher Enterprise Report From a BI Answers Request Using BI Publisher Enterprise Creating a BI Publisher Enterprise Report Specifying a BI Answers Data Set for the Report Associating an Existing Template with the Report Viewing the Report Creating a BI Publisher Enterprise Report From a BI Answers Request Using BI Publisher Enterprise Desktop Logging In to BI Publisher Enterprise from the Template Builder for Word Selecting an Answers Request as the Data Source and Saving It as a BI Publisher Enterprise Report Creating a Template Uploading the Template Viewing the Report Creating a BI Publisher Enterprise Report from the BI Server Creating a Report that Queries the BI Server Metadata Building the Query by Using the Query Builder Associating an Existing Template with the Request and Viewing the Report Creating a BI Publisher Enterprise Report from the Discoverer Worksheet Content Discoverer Worksheet Logging In to BI Publisher Enterprise a. Selecting Discoverer and a Public Connection b. Selecting a Discoverer Worksheet c. Saving the Worksheet as a BI Publisher Enterprise Report a. Creating a Template for the Report b. Modifying the Template Previewing the Report Output Uploading the Template Viewing the Report in BI Publisher Enterprise Enterprise Adding BI Publisher Enterprise Reports to Interactive Dashboards Summary Appendix A - Oracle XML Publisher Additional Template Standards Additional Template Standards Appendix B - FSG Fundamentals R12 Oracle BI Publisher Fundamentals Standard Reports and Listings When to Use Standard Reports Financial Statement Generator Features When to Use FSG Reports Preparing Your FSG Report Building Basic Reports Financial Statement Generator Steps for FSG Financial Reports Defining Row Sets Assigning Accounts Defining Calculations in Row Sets Reviewing Your Row Set Definitions Defining Ad Hoc Reports Defining Column Sets Applying Column Set Relative Headings ix

12 Standard Column Sets Reviewing Your Column Set Definitions Row Set and Column Overrides Defining and Requesting Financial Reports Handling Rounding Problems Specifying Control Values Defining Content Sets Selecting Display Options Reviewing Your Content Set Definitions Defining Row Orders Ranking Methods Order by Ranking Display Description Order by Description Display Description Order by Value Display Value Order by Value Display Description Reviewing Your Row Order Detail Listing Report Copying Reports and Components FSG Report Prerequisites Enabling FSG Security Run FSG Reports from Standard Request Submission Running Financial Report Sets FSG Tips and Techniques Setting FSG Options for General Ledger x

13 Preface Profile Before You Begin This Course Working experience with: E-Business Suite Application Development E-Business Suite Concurrent Processing E-Business Suite Report Prerequisites There are no prerequisites for this course. How This Course Is Organized E R12/5.6.3 Oracle XML Publisher Fundamentals is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. xi

14 Related Publications Oracle Publications Title Part Number Oracle XML Publisher Administration and Developer s Guide Release 12 B Oracle XML Publisher Report Designer s Guide Release 12 B Oracle Applications System Administrator's Guide Configuration Release 12 B Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine xii

15 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if The algorithm inserts the new key. there is a glossary) Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] xiii

16 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab xiv

17 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. xv

18 xvi