PSF300 :: XML (BI) Publisher

  • Pricing: Tier II
  • Duration: 2 Days

Summary:

This course provides participants with the essential skills in using, maintaining, and developing PeopleSoft BI Publisher reports. Through detailed explanations, classroom discussions, and hand-on activities, participants will learn how to register data sources, define report templates, and create report definitions. They will learn how to configure BI Publisher and set up BI Publisher security. This course also includes a thorough explanation of running and deploying BI Publisher reports, and trouble-shooting common BI Publisher errors.

Audience:

  • Technical Consultant
  • Business Intelligence Developer
  • Developer
  • End Users
  • Functional Implementer
  • Business Analyst
  • Application Developers
  • Reports Developer

Objectives:

  • Create an Oracle BI Publisher data model using a variety of data sources
  • Create and use a rich text format (RTF) template using Microsoft Word and the BI Publisher wizards
  • Create RTF templates from scratch without the use of the BI Publisher wizards
  • Extend the simple templates by adding custom calculations and conditional formatting
  • Create and use charts and pivot tables
  • Enhance basic data models with parameters and selection lists
  • Enhance templates with advanced layout options
  • Distribute reports to multiple recipients through multiple delivery channels
  • Use BI Publisher reports in BI Dashboards
  • Use the built-in BI Publisher analysis tools
  • Understand the basics of using XML
  • Understand the basics of administering the BI Publisher environment

Topics:

  • Introduction to BI Publisher
    • Technology and Architecture
    • Starting Oracle BI Presentation Services
  • Creating BI Publisher Data Models
    • Creating a Data Model from a SQL Query
    • Creating a Data Model from an OBIEE Subject Area
    • Copying and Modifying a Data Model
  • Creating a BI Publisher Reports and Layouts
    • Creating a Report and a Basic Data Layout
    • Exploring Report Properties
    • Using the Layout Wizard
  • Creating Table Wizard Templates in Microsoft Word
    • Exploring the MS Word BI Publisher Interface
    • Creating Table with the Table Wizard Templates
  • Managing Layout Templates
    • Uploading (Pushing) Templates to a BI Publisher Report
    • Creating Multiple Layouts for One Report
    • Uploading (Pulling) Templates to a BI Publisher Report
    • Downloading a Template from BI Publisher
  • Disconnected Report Development
    • Exporting a Data Model to a Local XML File
    • Developing Layouts in Disconnected Mode
  • Developing Custom Layouts with Form Fields
    • Creating a Table Manually
    • Adding Dimensional Columns
    • Creating a Nested Table with Subtotals
    • Formatting the Custom Table
  • Custom Calculations
    • Row-level calculations
    • Group-level calculations
    • Report-level calculations
  • Report Formatting
    • Applying Simple Conditional Formatting
    • Creating a Template Store (aka Subtemplate)
    • Applying Advanced Conditional Formatting
    • Applying Page Breaks and Page Numbers
  • Running Totals and Context Specific Content
  • Crosstabs (Pivot Tables)
    • Creating Crosstabs
    • Imbedding a Pivot Table within a Repeating Group
  • Charts
    • Creating Vertical Bar Charts
    • Creating Pie Charts
  • Parameters and Lists of Values
    • Creating Selection Lists
    • Creating Report Parameters
    • Filtering with Parameters
    • Creating Cascading Parameters
  • Report Distribution (Bursting and Scheduling)
    • Bursting and Scheduling using a Single Layout
    • Bursting and Scheduling using Multiple Layouts
    • Bursting Parameters and Options
    • Bursting to E-mail
  • Using BI Publisher Reports in Dashboards
    • Creating a New Dashboard Page
  • BI Publisher Analysis Tools
    • Online Analyzer
    • Analyzer for Excel
  • PeopleSoft and XML Publisher Technology & Architecture
    • XML Publisher and PeopleSoft
    • PeopleSoft XML Publisher phases
    • Defining XML Global Settings
    • XML Publisher and PeopleSoft Permissions
    • Defining Report Categories
    • Oracle BI Publisher Summary
    • XML Publisher Desktop
  • Using PeopleSoft and XML Publisher
    • Creating and Registering Data Sources for XML Publisher
    • Understanding Templates and the Template Builder
    • Creating RTF Templates
    • Loading the XML data
    • Previewing your report
    • Working with Sub-Templates
    • Creating Report Definitions
  • Working with images and Charts
    • Working with images in XML Publisher
    • Adding Charts to Templates
  • Advanced Exercises
    • Batch Reporting
    • Asymmetric Reporting
    • Using Hyperlinks to Drill and Navigate
    • Creating Layouts for Check Printing
    • Dynamic Data Columns