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BI Publisher with PeopleSoft Features and Best Practices 23 rd Sep 2013 Oracle Open World, SFO.

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Presentation on theme: "BI Publisher with PeopleSoft Features and Best Practices 23 rd Sep 2013 Oracle Open World, SFO."— Presentation transcript:

1 BI Publisher with PeopleSoft Features and Best Practices 23 rd Sep 2013 Oracle Open World, SFO

2 Section Name2 This 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. Confidential Information

3 3 Speaker Mitul Kumar Lead Consultant Chicago, USA Abhiram Patankar Technology Architect London, UK

4 4 Hashtag: #InfosysAtOOW Share your thoughts / feedback on this session via Twitter

5 5 Objectives Provide overview of standout features of Oracle BI Publisher  Present a comparative study of BI Publisher and Crystal Reports  Provide high-level estimation guidelines for Crystal Reports to BIP migration  Suggest best practices for BI Publisher implementation and configuration 

6 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.

7 7 Architecture

8 BI Publisher Features

9 9 Formatting features in template creation Versatile data sourcing features Support of several output formats Ability to schedule and distribute reports Ability to easily migrate report definition in PeopleSoft

10 10 Features – Templates Template Creation Supports an easy to use MS word tool (BI publisher desktop) for creating template Users 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 Templates Supports 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.

11 11 Features – Data sources Sources As a Standalone In standalone mode, BI Publisher can support following data sources. Databases (Oracle, SQL server, DB2 etc) Web service View objects HTTP Feeds View Objects Sources With PeopleSoft Integration Supports using PS query, Connected query and XMLs as sources. Query reuse by utilizing same query across multiple reports Performance optimization achieved by pushing the resource intensive operations to database query

12 12 Features – Output formats PDFXSLETEXTRTF XML Excel File PDF RTF Text File (Fixed Width) CSV (Delimited text) HTML Web page PDF RTF (Word Doc) Excel File

13 13 Features - Migration BI publisher reports can be migrated by adding the relevant component definitions in the projects using application designer We 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 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 reports BI Publisher 11g Enterprise supports an advanced layout called Interactive Output which allows users to create mini dashboards with report designer available in the web interface BI 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

15 BI Publisher vs Crystal Reports

16 16 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdict Ease of layout design Requires crystal client for creation / modification of layout template Templates can be developed by skilled user without any client installation. Novice developers might require BI publisher desktop Report Migration All 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 manager Output Format support Supports following output formats: PDF, HTML, MS Excel and MS word Supports following output formats: PDF, HTML, MS Excel and MS word and text based feeds Multilingual Support Support multilingual report, Needs separate template for each individual language. Supports multilingual reports without requirement to create separate templates for each language Visualizations Supports different data representation e.g. chart, graph, font style, images etc. 

17 17 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdict Report in-built Functions Provides 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 functions  Report Authorization / Sharing and security Tightly 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 Report PeopleSoft 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 Support Reports 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 18 BI Publisher vs Crystal Reports ParameterCrystal ReportsBI PublisherVerdict Integration with PeopleSoft Oracle provides ODBC connector for crystal report in PeopleSoft. Seamlessly integrates with PeopleSoft without any connector requirement Performance & Scalability Complex 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 management Reports 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 scheduler  Web Services /SOA Doesn't provide inherent support for web service / SOA. Provides substantial and well documented web service support Charts and graph support Provides bar, line and combination graphs. Also supports Pie charts. Cannot support picture based graphs Can support custom shaped graphs along with providing basic graph and chart support

19 Effort Guidelines

20 20 Build Effort Map Migration StepLevel of Complexity Source Definition Template Creation Scheduling and Bursting Build Efforts 2-4 Hours6-12 Hours16-24 Hours

21 Best Practices

22 22 Best Practices - Standalone Data Retrieval Always create at least one parameter with a valid default value Always use ‘null value passed’ option when using prompt with ‘All’ Option Always prefer using data template for data retrieval Keep fields in child nodes to the minimum Always try to use the bind variables in data templates to link data sets Template Design Use sub-templates where ever possible Ensure that development is done with same document attributes such as page sizes, fonts and margins as required in final output Use MS word ‘Insert’ option for inserting static images (Logo) to template Ensure that there are no extra spaces before or after if statements For creating tabular layouts having more than 30 columns consider using XSL template

23 23 Best Practices - Standalone Other Create xliff files required for translation at the end of development Ensure that font/s used for are setup within BI publisher server properly If the report output displays check boxes ensure that correct font is setup for true and false status of checkboxes While 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 24 Best Practices – PeopleSoft Crystal Reports Migrations Prefer using/modifying existing PS query before creating a new one Ensure that all the functions used in crystal reports are converted Try to convert data connection query into a data template While converting groups, take note of properties such as ‘Keep Together’ in tables PeopleSoft Integration Ensure that data ordering and aggregation is done in the PS query Ensure that hierarchy joins defined in the PS query are suitable for reports layout For multilingual reports ensure that XLAT properties are set Wherever possible try using PS query instead of connected query For bursting ensure that bursting values are unique in the result query

25 25 Questions? If you have any questions, please contact Mitul Kumar

26 26 Contact Infosys Hashtag - #InfosysAtOOW

27 © 2013 Infosys Limited, Bangalore, India. All Rights Reserved. Infosys believes the information in this document is accurate as of its publication date; such information is subject to change without notice. Infosys acknowledges the proprietary rights of other companies to the trademarks, product names and such other intellectual property rights mentioned in this document. Except as expressly permitted, neither this documentation nor any part of it may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, printing, photocopying, recording or otherwise, without the prior permission of Infosys Limited and/ or any named intellectual property rights holders under this document. Thank You

28 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 templates ETEXT 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 29 Appendix 2 – Steps to Create BIP Report Determine if creating new PS /Connected query is required to be created Create and register source definition using the identified PS/Connected query Using 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 definition Run 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 Source DesignTemplate designRun the report

30 30 Appendix 3 – Steps to Create Crystal Report Determine if creating new PS /Connected query is required to be created Create a new PS query with Query tool. Using 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. Report can be scheduled through PS process scheduler. Reports can be scheduled through process scheduler or can also be distributed by using People Code Source DesignTemplate designRun the report

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