Presentation on theme: "BI Publisher with PeopleSoft Features and Best Practices"— Presentation transcript:
1 BI Publisher with PeopleSoft Features and Best Practices 23rd Sep 2013Oracle Open World, SFO
2 Confidential Information Section NameConfidential InformationThis document contains information that is confidential and proprietary to Infosys Limited and Oracle. No part of it may be used, circulated, quoted, or reproduced for distribution outside Infosys Limited and Oracle Corporation.Any disclosure of confidential information to, or use of it by a third party will be damaging to Infosys and Oracle. The ownership of all confidential information no matter what media it resides in, remains with Infosys and Oracle.Views and points expressed in this document are based on Infosys experience working with Oracle BI Publisher and PeopleSoft.
3 Speaker Mitul Kumar Abhiram Patankar Lead Consultant Chicago, USA Technology ArchitectLondon, UKMitul KumarAbhiram Patankar
4 Share your thoughts / feedback on this session via Twitter @InfosysOracleHashtag: #InfosysAtOOW
5 ObjectivesProvide overview of standout features of Oracle BI PublisherPresent a comparative study of BI Publisher and Crystal ReportsProvide high-level estimation guidelines for Crystal Reports to BIP migrationSuggest best practices for BI Publisher implementation and configuration
6 Introduction Tool of choice for enterprise operational reporting. Transaction oriented reports like invoices, quotes etc.Snapshot reports like timesheets or tax reports (W4).Best suited for reporting on top of fast changing data which requires specific formats.Sources like Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems.Provides the ability to create pixel perfect reports over diverse data sources.W2 forms (HR and Finance systems), Invoices (Billing Management systems), Purchase Orders (Order Management systems) etc.Quite established as the reporting tool bundled with its 8.x versions for PeopleSoft .Scores considerably higher over legacy reporting tools and can be leveraged to deliver excellent capabilities to end consumer.
9 BI Publisher Features BI Publisher Features Formatting features in template creationVersatile data sourcing featuresSupport of several output formatsAbility to schedule and distribute reportsAbility to easily migrate report definition in PeopleSoft
10 Features – Templates Template Creation Special Templates Supports an easy to use MS word tool (BI publisher desktop) for creating templateUsers can totally rely on their MS word knowledge for template building as formatting, look and feel and pagination features inserted in the word template are retained in the report output.Special TemplatesSupports ETEXT templates which are vey useful in creating feed files for interfaces such as EDI and EFT.Supports XSL templates which provides ability to create multi-sheet excel sheets.PDF template allows creating of form type of reports such as W4 form.Features – Templates
11 Features – Data sources Sources As a StandaloneIn standalone mode, BI Publisher can support following data sources.Databases (Oracle, SQL server, DB2 etc)Web serviceView objectsHTTP FeedsView ObjectsSources With PeopleSoft IntegrationSupports using PS query, Connected query and XMLs as sources.Query reuse by utilizing same query across multiple reportsPerformance optimization achieved by pushing the resource intensive operations to database query
12 Features – Output formats PDFXSLETEXTRTFHTML Web pagePDFRTF (Word Doc)Excel FileText File (Fixed Width)CSV (Delimited text)XMLExcel FilePDFRTF
13 Features - MigrationBI publisher reports can be migrated by adding the relevant component definitions in the projects using application designerWe can separately migrate the data source or template definitions for limited changes or can migrate entire report definition for a comprehensive change. Translation changes can also be migrated (along with template definition)Since the report data is fetched by PSQuery or Connected query, the definition for these queries should also be added to the project.
14 Advanced Features - Standalone BI Publisher 11g Enterprise (standalone) offers advanced template support for Flash templates which provides users the ability to create visually appealing interactive reportsBI Publisher 11g Enterprise supports an advanced layout called Interactive Output which allows users to create mini dashboards with report designer available in the web interfaceBI Publisher also has extensive API supports which allows consumer applications to utilize array of BI publisher features such as report publication, report scheduling and bursting by using web service calls
16 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdictEase of layout designRequires crystal client for creation / modification of layout templateTemplates can be developed by skilled user without any client installation. Novice developers might require BI publisher desktopReport MigrationAll reports are stored at a physical server and developer will need access of server to migrate template from one server to another server.Reports can be migrated by adding component definitions to projects using application managerOutput Format supportSupports following output formats: PDF , HTML , MS Excel and MS wordSupports following output formats: PDF , HTML , MS Excel and MS word and text based feedsMultilingual SupportSupport multilingual report, Needs separate template for each individual language.Supports multilingual reports without requirement to create separate templates for each languageVisualizationsSupports different data representation e.g. chart , graph , font style, images etc.
17 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdictReport in-built FunctionsProvides flexibility to modulate data on basis of in-built condition and conditional logic (if-else) Allows custom function creation in template.Supports conditional logic and data manipulation functions can support custom functions through extension functionsReport Authorization / Sharing and securityTightly coupled with PeopleSoft process definition security at PeopleSoft report servers. It is challenging to enable authentication on report outside PeopleSoft environment (password protection).Tightly coupled with PeopleSoft process definition security at PeopleSoft report servers.Data Source for ReportPeopleSoft Query is only input data model as input source. Highly dependent on underneath SQL ,Supports PS query, Connected Query and XML as sources. Not overly dependent on underlying SQL.Platform SupportReports can only be executed at Microsoft servers. It requires a separate plugin (Business Objects Enterprise XI) for non windows servers.Can be executed on every platform . Is platform independent from implementation perspective.
18 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdictIntegration with PeopleSoftOracle provides ODBC connector for crystal report in PeopleSoft.Seamlessly integrates with PeopleSoft without any connector requirementPerformance & ScalabilityComplex logic should be either part of Oracle SQL ( PS Query ) or should be maintained in crystal report layout. This can impact report performance sometime.Complex business logic can be handled by using conditional logic or by using advanced syntax at template level without significantly impacting performance.Job Scheduling managementReports can be executed either through in-built client or PeopleSoft process scheduler can be used to execute/ schedule report.Reports can be executed by using bursting or run by using query report schedulerWeb Services/SOADoesn't provide inherent support for web service / SOA.Provides substantial and well documented web service supportCharts and graph supportProvides bar, line and combination graphs. Also supports Pie charts. Cannot support picture based graphsCan support custom shaped graphs along with providing basic graph and chart support
22 Best Practices - Standalone Always create at least one parameter with a valid default valueAlways use ‘null value passed’ option when using prompt with ‘All’ OptionAlways prefer using data template for data retrievalKeep fields in child nodes to the minimumAlways try to use the bind variables in data templates to link data setsData RetrievalTemplate DesignUse sub-templates where ever possibleEnsure that development is done with same document attributes such as page sizes, fonts and margins as required in final outputUse MS word ‘Insert’ option for inserting static images (Logo) to templateEnsure that there are no extra spaces before or after if statementsFor creating tabular layouts having more than 30 columns consider using XSL template
23 Best Practices - Standalone OtherCreate xliff files required for translation at the end of developmentEnsure that font/s used for are setup within BI publisher server properlyIf the report output displays check boxes ensure that correct font is setup for true and false status of checkboxesWhile performing translation for right to left languages (e.g. Arabic), get the rendered output validated from language experts as some of the text might get inverted
24 Best Practices – PeopleSoft Prefer using/modifying existing PS query before creating a new oneEnsure that all the functions used in crystal reports are convertedTry to convert data connection query into a data templateWhile converting groups, take note of properties such as ‘Keep Together’ in tablesCrystal Reports MigrationsPeopleSoft IntegrationEnsure that data ordering and aggregation is done in the PS queryEnsure that hierarchy joins defined in the PS query are suitable for reports layoutFor multilingual reports ensure that XLAT properties are setWherever possible try using PS query instead of connected queryFor bursting ensure that bursting values are unique in the result query
25 If you have any questions, please contact Mitul Kumar
28 Appendix 1 – BI Publisher Pain Points Although BI publisher desktop is excellent for report format creating it helps in creating relatively standard type of data representations such as pivot tables, charts, graphs etc. For complicated scenarios (e.g. Dynamic columns, non standard graphs etc.) user needs to be skilled in BI Publisher template codes.BI Publisher desktop is only useful in case of RTF templates. Cannot support development of PDF and XSL templatesETEXT template though very powerful is not very intuitive due to unusual structure of template. Also debugging errors in the template is very challenging.PDF template is very restrictive requires lot of patience to develop.Newer versions of BI publisher desktop tends to add bits of code to the template which is not supported by some BI publisher severs (e.g. xref: bits added to the form fields)No straightforward oracle developed migration tool to migrate crystal reports to BI Publisher as is the case with actuate or oracle reports
29 Appendix 2 – Steps to Create BIP Report Determine if creating new PS /Connected query is required to be createdCreate and register source definition using the identified PS/Connected querySource DesignTemplate designUsing the sample XML from the PS query definition create the template by using BI publisher desktop.Create report definition using the data source definition created earlier. Also add template and parameters to the report definitionRun the reportRun the report by using query report viewer which allows viewing and saving of the reports.Reports can be scheduled through process scheduler or can also be distributed by using PeopleCode
30 Appendix 3 – Steps to Create Crystal Report Determine if creating new PS /Connected query is required to be createdCreate a new PS query with Query tool.Source DesignTemplate designUsing the query generated through tool, prepare a layout for report.Use external function or conditional logic for layout modification.Place Report template in windows server.Run the reportReport can be scheduled through PS process scheduler.Reports can be scheduled through process scheduler or can also be distributed by using People Code