Building BI Publisher Reports using Templates
1 like1,789 views
Referenced: www.p6academy.com Source: http://coll15.mapyourshow.com Powell Industries needed to integrate their Opportunity, Project Scheduling and Financials, Product Lifecycle Management, and Manufacturing applications. They needed to ensure their ETODelivery process spread across these systems was seamless and Data Integrity was maintained, without manual interventions. . The integrations needed to be performed along with the implementation so as to ensure key data flows were automated between systems without incurring any operational labor overheads, right from day one of the Go-Live.
Ad
More Related Content
What's hot (20)
Similar to Building BI Publisher Reports using Templates (20)
Ad
More from p6academy (20)
Ad
Recently uploaded (20)
Building BI Publisher Reports using Templates
- 1. REMINDER Check in on the COLLABORATE mobile app Building BI Publisher Reports using Templates Prepared by: Thomas Cutting – Volantic, Inc Session ID#: 200770 @volantic
- 2. Introductions ■ Thomas Cutting, PMP ▪ Project & Process Lead, Volantic, Inc. ▪ Configuration & Migration ▪ P6, Instantis, BI Publisher…
- 3. Agenda ■ BI Publisher Overview ■ Reporting Structure ■ Sample Dataset ■ Boilerplate Templates ■ RTF Templates ■ Generated RTF Layout ■ Create Excel Template from Sample
- 6. Dataset Template Report BI Publisher Reporting Structure
- 7. Sample Dataset ■ Create SQL Query Base
- 8. Sample Dataset ■ Field Selection and Conditions
- 9. Sample Dataset ■ Generated SQL
- 10. Sample Dataset ■ Edited Using Base
- 11. Sample Dataset ■ Confusing Concentration
- 12. Sample Data
- 13. Boilerplate Templates ■ Existing structure for built in Templates ■ Modify existing or Add New Layout
- 14. Boilerplate Templates ■ Customize the head, footer and structure
- 15. Boilerplate Templates ■ Use in New Report
- 18. RTF Delimited Template Repeating Section on FULLPATHNAME Top Level G_1 Title Line CHR(44) is comma (,)
- 19. RTF Report and FTP
- 20. Generated RTF Layout ■ Create a Report ■ Select a Layout ■ Generate from Dataset
- 21. Generated RTF Layout ■ Edit Layout
- 22. Generated RTF Layout ■ Upload Layout
- 23. Excel from Sample ■ Create and Export Data
- 24. Excel from Sample ■ Download BI Publisher Desktop ■ Open Blank Sample (Start / Oracle BI Publisher Desktop / Samples)
- 25. Excel from Sample ■ Layout and format the spreadsheet to requirements ■ Name each of the data fields XDO_?NAME? ■ Name Total (F6 and G6) fields similarly
- 26. Excel from Sample ■ Dates are recorded in long format (Date / Timestamp) ■ Use second column to trim date and format ■ Hide “real” date column
- 27. Excel from Sample ■ View and edit field names in Formulas / Name Manager
- 28. Excel from Sample ■ Create calculation for total fields
- 29. Excel from Sample ■ Create recurring data lines by highlighting the data fields to repeat and naming the field XDO_GROUP_?FIELD? ■ FIELD is the data field that represents a new row
- 30. Excel from Sample ■ Use Template View to test configuration ■ Select exported data and template ■ Set Output Format to Excel ■ Select Start Processing
- 31. Excel from Sample ■ Results:
- 32. Excel from Sample ■ Export layout using Excel Add-On ■ Upload Layout to the Report
- 33. Volantic Consulting Services Strategic Consulting • Assessments • Requirements • Roadmap Training • On site • Virtual • On Demand Implementation • Processes Optimization • Change Management • Installation Technical • Integration • Cloud Management • Custom Apps We see the world in three colors: Black, White and Oracle®
- 34. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app
- 35. ■ Our purpose is to inform and educate our members on current and future functionality of Oracle Primavera products, while offering a forum for peers to share their experience and knowledge in the use of Primavera. ■ Educational opportunities across the Primavera product suite ■ Online Learning Series August 17th – September 4th ■ Call for presentation opening April 27th ■ Monthly Community Calls ■ 3rd Thursday of the month at 1:00 pm ET ■ Networking with other users within the Primavera community ■ Partnering with Oracle Primavera to meet the needs of our diverse membership. ■ Membership is open to anyone with an interest in the Oracle Primavera products, with no dues for membership. All members can vote on matters brought before the OPSIG. Membership requests may be reviewed by the OPSIG board. OPSIG is the home for Primavera Users