E-Business Suite: BI

Publisher 5.6.3 for

Developers
Volume I - Student Guide

D59123GC10
Edition 1.0
January 2011
D59936

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Disclaimer
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owners.

Authors
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

Table of Contents
Introduction to BI Publisher ..................................................................................................................... 1-1
Oracle BI Publisher Fundamentals........................................................................................................... 1-2
Course Objectives................................................................................................................................... 1-3
Objectives............................................................................................................................................... 1-4
Course Agenda ....................................................................................................................................... 1-5
What's in a Name?.................................................................................................................................. 1-10
Oracle BI Publisher: Business Document Requirements........................................................................... 1-11
Example: Financial Reports ..................................................................................................................... 1-13
Example: Business Reports..................................................................................................................... 1-14
Example: Invoices ................................................................................................................................... 1-15
Example: Purchase Orders...................................................................................................................... 1-16
Example: Sales Orders ........................................................................................................................... 1-17
Example: Contracts................................................................................................................................. 1-18
Example: Government Forms .................................................................................................................. 1-19
Example: Tax Forms ............................................................................................................................... 1-20
Example: Marketing Materials.................................................................................................................. 1-21
Example: XML ........................................................................................................................................ 1-22
Example: EDI/EFT .................................................................................................................................. 1-23
Why Oracle BI Publisher? ....................................................................................................................... 1-24
Oracle BI Publisher ................................................................................................................................. 1-25
Classic Reporting Tool Issues ................................................................................................................. 1-26
Oracle BI Publisher: Advantages ............................................................................................................. 1-29
E-Business Suite Uses Oracle BI Publisher ............................................................................................. 1-33
Before We Start - Additional Resources ................................................................................................... 1-34
Summary ................................................................................................................................................ 1-35
BI Publisher Architecture ......................................................................................................................... 2-1
Oracle BI Publisher Fundamentals........................................................................................................... 2-2
Objectives............................................................................................................................................... 2-3
What Is Oracle BI Publisher?................................................................................................................... 2-4
Classic Reporting Paradigm .................................................................................................................... 2-5
Oracle BI Publisher Paradigm.................................................................................................................. 2-6
Ease of Use ............................................................................................................................................ 2-7
Extract Once, Publish Many Times .......................................................................................................... 2-8
Bursting a Report .................................................................................................................................... 2-9
Batch Processing .................................................................................................................................... 2-10
Distributed Delivery ................................................................................................................................. 2-11
Inbound Document Capture..................................................................................................................... 2-12
Government Forms ................................................................................................................................. 2-13
BI Publisher Architecture ......................................................................................................................... 2-14
Oracle BI Publisher Desktop.................................................................................................................... 2-16
Oracle BI Publisher Technology............................................................................................................... 2-17
Oracle BI Publisher Enterprise................................................................................................................. 2-18
Oracle BI Publisher Architecture .............................................................................................................. 2-19
Data Sources .......................................................................................................................................... 2-20
BI Publisher Data Engine ........................................................................................................................ 2-21
Oracle BI Publisher Technology............................................................................................................... 2-22
Performance and Scalability .................................................................................................................... 2-23
Copyright 2011, Oracle and/or its affiliates. All rights reserved.

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Security .................................................................................................................................................. 2-24

Internationalization and Language Support .............................................................................................. 2-25
Translations ............................................................................................................................................ 2-26
Output Formats ....................................................................................................................................... 2-27
Flexible Deployment Options ................................................................................................................... 2-28
Oracle BI Publisher for Applications ......................................................................................................... 2-29
Summary ................................................................................................................................................ 2-30
Introduction to XML .................................................................................................................................. 3-1
Oracle BI Publisher Fundamentals........................................................................................................... 3-2
Objectives............................................................................................................................................... 3-3
Extensible Markup Language .................................................................................................................. 3-4
Advantages of Using XML ....................................................................................................................... 3-7
XML Standards ....................................................................................................................................... 3-9
Oracle XML Support................................................................................................................................ 3-11
Example: A Simple XML Page ................................................................................................................. 3-13
XML Document Structure ........................................................................................................................ 3-14
Prologue or XML Declaration................................................................................................................... 3-15
XML Elements ........................................................................................................................................ 3-17
Markup Rules for Elements ..................................................................................................................... 3-19
XML Attributes ........................................................................................................................................ 3-21
Using Elements Versus Attributes............................................................................................................ 3-23
XML Entities ........................................................................................................................................... 3-25
Components of an XML Document .......................................................................................................... 3-27
XML Comments ...................................................................................................................................... 3-29
A Well-Formed XML Document ............................................................................................................... 3-30
Class Activity .......................................................................................................................................... 3-31
Comparing XML and HTML ..................................................................................................................... 3-32
XML Development .................................................................................................................................. 3-33
Other Elements of XML ........................................................................................................................... 3-34
What Is an XML Namespace? ................................................................................................................. 3-35
Example of XML Namespace Declarations .............................................................................................. 3-37
What Is a Document Type Definition? ...................................................................................................... 3-39
Example of a Simple DTD Declaration ..................................................................................................... 3-40
What Is an XML Schema? ....................................................................................................................... 3-42
Example of XML Schema Document........................................................................................................ 3-44
Why Validate an XML Document? ........................................................................................................... 3-45
XML Schema Versus DTD ...................................................................................................................... 3-46
What Is XSL?.......................................................................................................................................... 3-47
XSL Transformations .............................................................................................................................. 3-48
What Is XML Path Language? ................................................................................................................. 3-50
XPath Model ........................................................................................................................................... 3-52
XSLT Stylesheet ..................................................................................................................................... 3-54
XSLT and XPath ..................................................................................................................................... 3-55
XSLT Stylesheet: Example ...................................................................................................................... 3-56
The Transformed Document .................................................................................................................... 3-58
Summary ................................................................................................................................................ 3-60
Introduction to BI Publisher Layout Templates Using the Basic Method ................................................ 4-1
Oracle BI Publisher Fundamentals........................................................................................................... 4-2
Objectives............................................................................................................................................... 4-3
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Methods of RTF Template Creation ......................................................................................................... 4-4

Basic Method .......................................................................................................................................... 4-5
Create a Placeholder for Data From Your XML Document ........................................................................ 4-6
Example of Basic Method Data Placeholders ........................................................................................... 4-7
Create a Loop That Will Allow the Display of Multiple Values .................................................................... 4-8
Example of Basic Method Looping........................................................................................................... 4-9
Additional Formatting .............................................................................................................................. 4-10
Summary ................................................................................................................................................ 4-11
Installing the BI Publisher Desktop .......................................................................................................... 5-1
Oracle BI Publisher Fundamentals........................................................................................................... 5-2
Objectives............................................................................................................................................... 5-3
What Is Oracle BI Publisher Desktop? ..................................................................................................... 5-4
Getting Oracle BI Publisher Desktop........................................................................................................ 5-5
Getting Oracle BI Publisher Desktop for E-Business Suite ........................................................................ 5-6
Installing Oracle BI Publisher Desktop ..................................................................................................... 5-7
Choosing Setup Language ...................................................................................................................... 5-8
Welcome Screen..................................................................................................................................... 5-9
Designating a Destination Location .......................................................................................................... 5-10
Installing ................................................................................................................................................. 5-11
Installation Finished ................................................................................................................................ 5-12
Summary ................................................................................................................................................ 5-13
Using the BI Publisher Desktop to Build Layout Templates .................................................................... 6-1
Oracle BI Publisher Fundamentals........................................................................................................... 6-2
Objectives............................................................................................................................................... 6-3
What Is Oracle BI Publisher Desktop? ..................................................................................................... 6-4
Installing BI Publisher and Opening Word ................................................................................................ 6-5
Starting the Walk-Through....................................................................................................................... 6-6
Basic Template ....................................................................................................................................... 6-7
Loading the Sample XML Data ................................................................................................................ 6-8
Loading Complete ................................................................................................................................... 6-10
Inserting Fields ....................................................................................................................................... 6-11
Choosing the Address Fields ................................................................................................................... 6-12
Previewing Progress ............................................................................................................................... 6-13
Setting Preferences................................................................................................................................. 6-14
Setting the Preview Options .................................................................................................................... 6-15
Setting the UI Options ............................................................................................................................. 6-16
Setting Build Options............................................................................................................................... 6-17
Inserting a Table ..................................................................................................................................... 6-18
Creating the Table .................................................................................................................................. 6-19
End Result .............................................................................................................................................. 6-24
Changing Field Properties ....................................................................................................................... 6-25
Preview Your Progress............................................................................................................................ 6-26
Creating a Cross Tab Report Overview .................................................................................................... 6-27
Loading the Sample XML Data ................................................................................................................ 6-28
Creating a Cross Tab Report Insert Cross Tab Window............................................................................ 6-30
Creating a Cross Tab Report Cross Tab Window Completed .................................................................... 6-31
Creating a Cross Tab Report Cross Tab Placeholder ............................................................................... 6-32
Creating a Cross Tab Report Cross Tab Preview ..................................................................................... 6-33
Steps to Create a Chart Overview ........................................................................................................... 6-34
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Inserting a Chart Chart Window ............................................................................................................... 6-35

Inserting a Chart Completed Chart Window ............................................................................................. 6-37
Inserting a Chart Placeholder .................................................................................................................. 6-38
Previewing Your Progress ....................................................................................................................... 6-39
Summary ................................................................................................................................................ 6-40
Advanced RTF Layout Template Techniques .......................................................................................... 7-1
Oracle BI Publisher Fundamentals........................................................................................................... 7-2
Objectives............................................................................................................................................... 7-3
Know Your Data...................................................................................................................................... 7-4
Looking at Raw XML Data ....................................................................................................................... 7-5
Looking at the Field Dialog ...................................................................................................................... 7-6
Underlying Tags...................................................................................................................................... 7-7
Form Field Method Tags ......................................................................................................................... 7-8
Additional Tag Space .............................................................................................................................. 7-9
Premarkup Layout................................................................................................................................... 7-10
Supported Native Formatting Features .................................................................................................... 7-11
Designing the Template Layout ............................................................................................................... 7-13
Add Markup ............................................................................................................................................ 7-14
Images and Charts.................................................................................................................................. 7-17
Chart Samples ........................................................................................................................................ 7-20
Adding a Custom Chart using BI Beans ................................................................................................... 7-22
Drawing, Shape, and Clip Art Support (Samples) ..................................................................................... 7-23
Other Graphic Features ........................................................................................................................... 7-24
Data-Driven Shape Support..................................................................................................................... 7-26
Background and Watermark Support ....................................................................................................... 7-29
Template Features .................................................................................................................................. 7-30
Conditional Formatting ............................................................................................................................ 7-34
Page-Level Calculations.......................................................................................................................... 7-38
Data Handling ......................................................................................................................................... 7-42
Variables, Parameters, Properties, Fonts and PDF Passwords ................................................................. 7-45
Advanced Report Layouts ....................................................................................................................... 7-49
Summary ................................................................................................................................................ 7-52
Modifying an E-Business Suite Report that was Created using Oracle Reports ..................................... 8-1
Oracle BI Publisher Fundamentals........................................................................................................... 8-2
Objectives............................................................................................................................................... 8-3
User Interfaces ....................................................................................................................................... 8-4
Reports Review ...................................................................................................................................... 8-5
Development Process Overview .............................................................................................................. 8-7
BIP Report Development Process Overview ........................................................................................... 8-8
Step 1: Create a New Concurrent Request .............................................................................................. 8-9
Copy the Concurrent Definition ................................................................................................................ 8-10
Modify the Definition to Produce XML Output ........................................................................................... 8-11
Identify the Request Group...................................................................................................................... 8-12
Query the Request Group and Add the New Report ................................................................................ 8-13
Step 2: Create the Preview Data.............................................................................................................. 8-14
View the New Request ............................................................................................................................ 8-15
Save the Output ...................................................................................................................................... 8-16
Step 3: Design the Layout Template ........................................................................................................ 8-17
Step 4: Register the Data Definition Create Data Definition....................................................................... 8-18
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Add Files to the Data Definition Step One ............................................................................................. 8-20

Add Files to the Data Definition Step Two ............................................................................................. 8-22
Step 5: Create the Layout Template ........................................................................................................ 8-23
Create the Template ............................................................................................................................... 8-24
Complete the Template Registration ........................................................................................................ 8-26
Step 6: Set the Default Template ............................................................................................................. 8-27
Submit the BI Publisher Request ............................................................................................................. 8-28
Set Request Options ............................................................................................................................... 8-29
View the Results ..................................................................................................................................... 8-30
Summary ................................................................................................................................................ 8-31
Modifying an E-Business Suite Report that was Created using BI Publisher ......................................... 9-1
R12 Oracle BI Publisher Fundamentals ................................................................................................... 9-2
Objectives............................................................................................................................................... 9-3
Process Overview ................................................................................................................................... 9-4
Step 1: Identify the Report ....................................................................................................................... 9-5
Step 2: Identify the Data Definition........................................................................................................... 9-6
Step 3: Query the Template..................................................................................................................... 9-7
View the Template Details ....................................................................................................................... 9-8
Steps 4 and 5: Downloaded and Modify the Template .............................................................................. 9-9
Step 6: Upload the Modified Template ..................................................................................................... 9-10
Upload the Modified Template ................................................................................................................. 9-11
Confirm the Template Upload .................................................................................................................. 9-12
Step 7: Submit the New Request ............................................................................................................. 9-13
Modify the Data Requirements of an Existing E-Business Suite Report .................................................... 9-14
Summary ................................................................................................................................................ 9-16
Building and Using a Data Template in E-Business Suite ....................................................................... 10-1
Oracle BI Publisher Fundamentals........................................................................................................... 10-2
Objectives............................................................................................................................................... 10-3
What Is a Data Template? ....................................................................................................................... 10-4
What Functionality Is Supported? ............................................................................................................ 10-5
Data Extraction Engine............................................................................................................................ 10-6
What Functionality Is Supported? ............................................................................................................ 10-7
Data Template Definition ......................................................................................................................... 10-8
Data Template Structure ......................................................................................................................... 10-11
Data Template Declaration ...................................................................................................................... 10-12
Properties Section................................................................................................................................... 10-13
Parameters Section................................................................................................................................. 10-15
Lexicals Section Flexfield Support .......................................................................................................... 10-17
Data Query Section................................................................................................................................. 10-18
Data Column Type Support in Queries..................................................................................................... 10-19
Data Query Efficiency ............................................................................................................................. 10-21
How to Define Queries - <sqlStatement> element .................................................................................... 10-22
Example: Simple Data Query................................................................................................................... 10-23
Example: Data Query with Parameter ...................................................................................................... 10-24
Example: Data Query with Lexical References ......................................................................................... 10-25
Linking Queries ....................................................................................................................................... 10-27
Example: Link Query Using a Bind Variable ............................................................................................. 10-28
Link Element Syntax ............................................................................................................................... 10-29
Example: Link Query Using Link tag ........................................................................................................ 10-30
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Including an XML Document in Data Source ............................................................................................ 10-31

Data Trigger Section ............................................................................................................................... 10-34
Data Triggers .......................................................................................................................................... 10-35
Data Structure Section ............................................................................................................................ 10-36
Defining Groups and Elements ................................................................................................................ 10-37
Break Groups ......................................................................................................................................... 10-39
Defining an Group Hierarchy ................................................................................................................... 10-40
Group Filters........................................................................................................................................... 10-41
Summary Columns ................................................................................................................................. 10-43
Lexicals Section Flexfield Support .......................................................................................................... 10-45
Four KFF-related Lexicals ....................................................................................................................... 10-47
oracle.apps.fnd.flex.kff.segments_metadata............................................................................................. 10-48
oracle.apps.fnd.flex.kff.select .................................................................................................................. 10-50
oracle.apps.fnd.flex.kff.where .................................................................................................................. 10-52
oracle.apps.fnd.flex.kff.order_by .............................................................................................................. 10-54
Easy and Quick to Build .......................................................................................................................... 10-56
How to Call a Data Template from the Concurrent Manager ..................................................................... 10-57
Calling a Data Template from the Java API .............................................................................................. 10-59
SQL to XML Processor............................................................................................................................ 10-62
Other Useful Methods ............................................................................................................................. 10-64
Distributed Queries ................................................................................................................................. 10-66
Summary ................................................................................................................................................ 10-69
Advanced E-Business Suite Concepts..................................................................................................... 11-1
Oracle BI Publisher Fundamentals........................................................................................................... 11-2
Objectives............................................................................................................................................... 11-3
Standard GL Reports with BI Publisher .................................................................................................... 11-4
Sample: XML Output File ........................................................................................................................ 11-5
Example: Account Analysis Report Placeholders...................................................................................... 11-6
Example: Report Template Layout ........................................................................................................... 11-7
Financial Statement Generator Reports ................................................................................................... 11-8
High-Level Overview of Publishing FSG Reports...................................................................................... 11-9
Publish an FSG Report from the Run Reports Form in One Step ............................................................. 11-10
Publish FSG Report Two Steps ............................................................................................................ 11-11
Publish FSG Report from Run Financial Reports...................................................................................... 11-12
Example: FSG: Basic Template Placeholders .......................................................................................... 11-13
FSG: Basic Template Layout ................................................................................................................... 11-14
Bursting a Report .................................................................................................................................... 11-15
Distributed Delivery ................................................................................................................................. 11-16
Bursting Mechanism................................................................................................................................ 11-17
Delivery XML Structure ........................................................................................................................... 11-18
Parameter Mapping................................................................................................................................. 11-19
E-Business Suite Bursting ....................................................................................................................... 11-20
E-Business Suite Document Delivery....................................................................................................... 11-21
Migrating Oracle Reports to XML Publisher .............................................................................................. 11-23
Migration Pre-requisites .......................................................................................................................... 11-24
Step 1: RDF to XML ................................................................................................................................ 11-25
Step 2: Data Model Migration .................................................................................................................. 11-26
Step 3: Layout Migration.......................................................................................................................... 11-28
Known Migration Issues .......................................................................................................................... 11-30
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Batch Conversion.................................................................................................................................... 11-31

Summary ................................................................................................................................................ 11-32
Administering BI Publisher in an E-Business Suite Install ...................................................................... 12-1
Oracle BI Publisher Fundamentals........................................................................................................... 12-2
Objectives............................................................................................................................................... 12-3
XML Publisher Administrator: Administration Options ............................................................................... 12-4
Administration Options: Configuration Tab ............................................................................................... 12-5
How to Set the Configuration Information for a Data Definition .................................................................. 12-7
How to Set the Configuration Information for a Templates ........................................................................ 12-8
Configuration Tab: General Properties ..................................................................................................... 12-9
Configuration Tab: PDF Output Properties ............................................................................................... 12-10
Configuration Tab: PDF Security Properties ............................................................................................. 12-11
Configuration Tab: RTF Output Properties .............................................................................................. 12-14
Configuration Tab: HTML Output Properties............................................................................................ 12-15
Configuration Tab: FO Processing Properties ......................................................................................... 12-17
Configuration Tab: RTF Template Properties .......................................................................................... 12-19
Configuration Tab: PDF Template Properties .......................................................................................... 12-21
Configuration Tab: XLIFF Extraction Properties....................................................................................... 12-22
Fonts ...................................................................................................................................................... 12-24
Predefined Fonts .................................................................................................................................... 12-25
Adding Fonts to the Database Create Font File ........................................................................................ 12-26
Mapping a Font in E-Business Suite Step One: Define a Font Mapping.................................................... 12-27
Mapping a Font in E-Business Suite Step One: Create Font Mapping Set ................................................ 12-29
Create Font Mapping .............................................................................................................................. 12-31
Add fonts to Configuration file.................................................................................................................. 12-33
Specialized Fonts.................................................................................................................................... 12-36
Administration Options: Create Currency Format Set ............................................................................... 12-37
Administration Options: Add Currency Format .......................................................................................... 12-39
Administration Options: Currencies Tab ................................................................................................... 12-40
Output Post Processor (OPP) ................................................................................................................. 12-41
Output Post Processor Error.................................................................................................................... 12-42
Moving Templates and Data Definitions ................................................................................................... 12-44
Using FNDLOAD to Manage Metadata .................................................................................................... 12-45
Downloading Metadata............................................................................................................................ 12-46
XDOLoader ............................................................................................................................................ 12-49
XDOLoader Utility - Download ................................................................................................................. 12-50
XDOLoader Utility - Upload ..................................................................................................................... 12-52
XLIFFLoader Utility - Download ............................................................................................................... 12-55
XLIFFLoader Utility - Upload ................................................................................................................... 12-57
Summary ................................................................................................................................................ 12-59
Understanding PDF and eText Layout Templates.................................................................................... 13-1
R12 Oracle BI Publisher Fundamentals ................................................................................................... 13-2
Objectives............................................................................................................................................... 13-3
PDF Template Overview ......................................................................................................................... 13-4
Where do PDFs come from? ................................................................................................................... 13-5
Supported Modes.................................................................................................................................... 13-6
Adding Markup to the Template Layout for Adobe Acrobat Users ............................................................. 13-7
Accessing the Text Field Tool in Adobe Acrobat....................................................................................... 13-8
Adding Markup to the Template Layout for Adobe Acrobat Users ............................................................. 13-9
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Creating a Text Field in Adobe Acrobat .................................................................................................... 13-11

Supported Field Properties Options ......................................................................................................... 13-13
Creating a Check Box ............................................................................................................................. 13-15
Creating a Radio Button Group................................................................................................................ 13-17
Defining Groups of Repeating Fields........................................................................................................ 13-19
Adding Page Numbers ............................................................................................................................ 13-21
Adding Page Breaks ............................................................................................................................... 13-22
Performing Calculations .......................................................................................................................... 13-23
Downloaded PDFs .................................................................................................................................. 13-24
Using Downloaded PDFs with Form Fields without E-Business Suite........................................................ 13-25
Mapping your PDF Fields in E-Business Suite ......................................................................................... 13-26
Update the Mapping................................................................................................................................ 13-27
Seeded PDF Mapping ............................................................................................................................. 13-28
Viewing the Report.................................................................................................................................. 13-29
Choosing Your Working Directory ............................................................................................................ 13-30
Viewing the Report.................................................................................................................................. 13-31
eText Templates ..................................................................................................................................... 13-33
Structure of eText Templates................................................................................................................... 13-35
Row Types ............................................................................................................................................. 13-36
Setup Command Tables.......................................................................................................................... 13-38
Constructing Data Tables ........................................................................................................................ 13-39
Data Table Command Rows.................................................................................................................... 13-40
Structure of the Data Rows...................................................................................................................... 13-41
Summarizing eText Templates ................................................................................................................ 13-43
Summary ................................................................................................................................................ 13-44
Translating Reports .................................................................................................................................. 14-1
Oracle BI Publisher Fundamentals........................................................................................................... 14-2
Objectives............................................................................................................................................... 14-3
Translation Options ................................................................................................................................. 14-4
Localized Template Option ...................................................................................................................... 14-5
XLIFF File Option.................................................................................................................................... 14-6
Structure of the XLIFF File ...................................................................................................................... 14-7
Updating the XLIFF File .......................................................................................................................... 14-8
Naming Standards .................................................................................................................................. 14-9
Locale Selection Logic ............................................................................................................................ 14-10
Translating Templates in BI Publisher Desktop ........................................................................................ 14-11
Summary ................................................................................................................................................ 14-12
E-Business Suite Report Development Standards................................................................................... 15-1
Oracle BI Publisher Fundamentals........................................................................................................... 15-2
Objectives............................................................................................................................................... 15-3
Database Objects ................................................................................................................................... 15-4
Schemas ................................................................................................................................................ 15-5
Product Schemas.................................................................................................................................... 15-6
APPS Schema ........................................................................................................................................ 15-7
Additional Schemas ................................................................................................................................ 15-8
Overall Guidelines................................................................................................................................... 15-9
Document Definitions .............................................................................................................................. 15-10
General Guidelines ................................................................................................................................. 15-12
Report Size and Orientation .................................................................................................................... 15-14
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Report Body Format: Table Usage........................................................................................................... 15-16

Report Body: Fonts and Format ............................................................................................................... 15-18
Report Body Format: Simplification .......................................................................................................... 15-20
Report Body: Column Ordering................................................................................................................ 15-22
Report Body: Miscellaneous .................................................................................................................... 15-24
Boilerplate and Data................................................................................................................................ 15-25
Translation Standards ............................................................................................................................. 15-28
Examples: Translation Standards ............................................................................................................ 15-29
Consistent Field Labels and Widths ......................................................................................................... 15-32
Indicating Ranges ................................................................................................................................... 15-34
Charts and Hyperlinks ............................................................................................................................. 15-36
Report Format: Combination Formats ...................................................................................................... 15-37
Layouts with Multiple Data Sets ............................................................................................................... 15-38
Report Format: Layout ............................................................................................................................ 15-39
Report Format: Headers.......................................................................................................................... 15-40
Report Format: Parameters ..................................................................................................................... 15-41
Report Format: General Data Formatting ................................................................................................. 15-42
Report Format: Currency Formatting........................................................................................................ 15-45
Report Format: Report and Group Totals ................................................................................................. 15-47
Report Format: Date Formatting .............................................................................................................. 15-49
Summary ................................................................................................................................................ 15-50
Introduction to BI Publisher Enterprise.................................................................................................... 16-1
Oracle BI Publisher Fundamentals........................................................................................................... 16-2
Objectives............................................................................................................................................... 16-3
Logging In to Oracle BI Publisher Enterprise ............................................................................................ 16-4
BI Publisher Enterprise Home Page......................................................................................................... 16-5
Defining a JDBC Connection ................................................................................................................... 16-6
Opening a Predefined Report .................................................................................................................. 16-8
Viewing a Predefined Report ................................................................................................................... 16-9
Exporting a Report .................................................................................................................................. 16-10
Sending a Report .................................................................................................................................... 16-11
Scheduling a Report................................................................................................................................ 16-12
Viewing the Saved Output and History ..................................................................................................... 16-16
Analyzing Data in Reports ....................................................................................................................... 16-17
Using Online Analyzer ............................................................................................................................. 16-18
Online Analyzer - Results ........................................................................................................................ 16-19
Accessing a Saved Analyzer Output ........................................................................................................ 16-20
Excel Analyzer ........................................................................................................................................ 16-21
Using Excel Analyzer .............................................................................................................................. 16-23
Using Excel Analyzer: BI Publisher Enterprise Menu and Toolbar ............................................................. 16-24
Summary ................................................................................................................................................ 16-26
Create a Simple BI Publisher Enterprise Report Based on an Oracle Database Query .......................... 17-1
Oracle BI Publisher Fundamentals........................................................................................................... 17-2
Objectives............................................................................................................................................... 17-3
Creating a BI Publisher Enterprise Report Based on Oracle Database ..................................................... 17-4
Creating a New Folder in BI Publisher Enterprise ..................................................................................... 17-5
Creating a Report.................................................................................................................................... 17-6
Editing the Properties of a Report ............................................................................................................ 17-7
Defining the Data Model .......................................................................................................................... 17-8
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Using Query Builder ................................................................................................................................ 17-9

Viewing Report Data ............................................................................................................................... 17-12
Uploading an Existing Template .............................................................................................................. 17-13
Summary ................................................................................................................................................ 17-15
BI Publisher Enterprise Integration Features ........................................................................................... 18-1
Oracle BI Publisher Fundamentals........................................................................................................... 18-2
Objectives............................................................................................................................................... 18-3
Oracle BI Publisher Enterprise Integration................................................................................................ 18-4
Creating a BI Publisher Enterprise Report From a BI Answers Request Using BI Publisher Enterprise..... 18-5
1. Creating a BI Publisher Enterprise Report ............................................................................................ 18-6
2. Specifying a BI Answers Data Set for the Report .................................................................................. 18-7
3. Associating an Existing Template with the Report................................................................................. 18-8
4. Viewing the Report .............................................................................................................................. 18-9
Creating a BI Publisher Enterprise Report From a BI Answers Request Using BI Publisher Enterprise Desktop
.............................................................................................................................................................. 18-10
1. Logging In to BI Publisher Enterprise from the Template Builder for Word ............................................ 18-11
2. Selecting an Answers Request as the Data Source and Saving It as a BI Publisher Enterprise Report ... 18-12
3. Creating a Template............................................................................................................................ 18-13
4. Uploading the Template ...................................................................................................................... 18-14
5. Viewing the Report .............................................................................................................................. 18-15
Creating a BI Publisher Enterprise Report from the BI Server ................................................................... 18-16
1. Creating a Report that Queries the BI Server Metadata ....................................................................... 18-17
2. Building the Query by Using the Query Builder ..................................................................................... 18-18
3. Associating an Existing Template with the Request and Viewing the Report .......................................... 18-21
Creating a BI Publisher Enterprise Report from the Discoverer Worksheet Content ................................... 18-22
Discoverer Worksheet ............................................................................................................................. 18-23
1. Logging In to BI Publisher Enterprise ................................................................................................... 18-24
2a. Selecting Discoverer and a Public Connection.................................................................................... 18-25
2b. Selecting a Discoverer Worksheet ..................................................................................................... 18-26
2c. Saving the Worksheet as a BI Publisher Enterprise Report ................................................................. 18-27
3a. Creating a Template for the Report .................................................................................................... 18-28
3b. Modifying the Template ..................................................................................................................... 18-29
4. Previewing the Report Output .............................................................................................................. 18-30
5. Uploading the Template ...................................................................................................................... 18-31
Viewing the Report in BI Publisher Enterprise Enterprise.......................................................................... 18-32
Adding BI Publisher Enterprise Reports to Interactive Dashboards ........................................................... 18-33
Summary ................................................................................................................................................ 18-34
Appendix A - Oracle XML Publisher Additional Template Standards ...................................................... 19-1
Additional Template Standards ................................................................................................................ 19-2
Appendix B FSG Fundamentals ............................................................................................................ 20-1
R12 Oracle BI Publisher Fundamentals ................................................................................................... 20-2
Standard Reports and Listings................................................................................................................. 20-3
When to Use Standard Reports ............................................................................................................... 20-4
Financial Statement Generator Features.................................................................................................. 20-5
When to Use FSG Reports ...................................................................................................................... 20-6
Preparing Your FSG Report .................................................................................................................... 20-7
Building Basic Reports ............................................................................................................................ 20-8
Financial Statement Generator ................................................................................................................ 20-9
Steps for FSG Financial Reports ............................................................................................................. 20-11
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Defining Row Sets .................................................................................................................................. 20-12

Assigning Accounts................................................................................................................................. 20-14
Defining Calculations in Row Sets ........................................................................................................... 20-16
Reviewing Your Row Set Definitions ........................................................................................................ 20-17
Defining Ad Hoc Reports ......................................................................................................................... 20-18
Defining Column Sets ............................................................................................................................. 20-19
Applying Column Set Relative Headings .................................................................................................. 20-21
Standard Column Sets ............................................................................................................................ 20-23
Reviewing Your Column Set Definitions ................................................................................................... 20-24
Row Set and Column Overrides............................................................................................................... 20-25
Defining and Requesting Financial Reports.............................................................................................. 20-27
Handling Rounding Problems .................................................................................................................. 20-29
Specifying Control Values ....................................................................................................................... 20-30
Defining Content Sets ............................................................................................................................. 20-32
Selecting Display Options........................................................................................................................ 20-33
Reviewing Your Content Set Definitions ................................................................................................... 20-35
Defining Row Orders ............................................................................................................................... 20-36
Ranking Methods .................................................................................................................................... 20-37
Order by RankingDisplay Description ................................................................................................... 20-38
Order by DescriptionDisplay Description............................................................................................... 20-39
Order by ValueDisplay Value ............................................................................................................... 20-40
Order by ValueDisplay Description ....................................................................................................... 20-41
Reviewing Your Row Order Detail Listing Report...................................................................................... 20-42
Copying Reports and Components .......................................................................................................... 20-43
FSG Report Prerequisites ....................................................................................................................... 20-44
Enabling FSG Security ............................................................................................................................ 20-45
Run FSG Reports from Standard Request Submission............................................................................. 20-46
Running Financial Report Sets ................................................................................................................ 20-47
FSG Tips and Techniques ....................................................................................................................... 20-48
Setting FSG Options for General Ledger .................................................................................................. 20-50

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