Reporting from Contract Management 14.0 Using BI Publisher 11g

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Reporting from Contract Management 14.0 Using BI Publisher 11g



Oracle Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.



Program Agenda

• Overview

• Installing and Configuring

• Getting Started with BI Publisher

• Creating and Updating a New Report



Overview

• About BI Publisher

• Benefits1 Enterprise Reporting Solution1 Web Deployed1 Multi-Product Usage

• Usage with Contract Management1 Reports1 Forms1 Letters



Installing and Configuring

• Recommended: Separate Servers for BI Publisher and Contract Management

• Download All Media Components to Same Root Folder– Repository Creation Utility– Oracle Business Intelligence Installer

• Installs WebLogic 10.3.5• Installs BI Publisher 11.1.1.5.0

Getting Started



Installing and ConfiguringDownloading from eDelivery or OTN




• Create the BI Publisher Database Schema with RCU

• Install BI Publisher

• Supporting Documentation on OTN– BI Publisher 11.1.1.5.0 Quick Installation Guide– BI Publisher 11.1.1.5.0 Documentation Library

• Installation support is handled by BI Publisher Support

• Configuration with Contract Management is handled by Contract Management Support

Installing BI Publisher




Administration URL: http://<bip_server>:<port>/xmlpserver

Updating Authentication within BI Publisher Administration




• Add Contract Management Reports, Forms, and Letter Templates to BI Publisher

From:

To:

Integrating with Contract Management




• Configure the integration within Primavera Administrator

• Import your Reports, Forms, and Templates

• All set!

Integrating with Contract Management



Getting Started with BI Publisher

• Web Based Interface– Layout Editor– Query Editor– Administration

• Report Components– Reports/Layouts (XDO)– Data Models (XDM)

Background



Getting Started with BI PublisherNavigation - Administration



Getting Started with BI PublisherNavigation – Reports, Forms, and Letter Templates



Getting Started with BI PublisherNavigation – Data Models



Getting Started with BI PublisherNavigation – Opening a Report



Getting Started with BI PublisherNavigation – Report View



Getting Started with BI PublisherNavigation – Layout View



Getting Started with BI Publisher

1. Create a New JDBC

2. Update your Data Model1 Update Data Model > Default Data Source1 Update Data Set > Data Source

3. Create Sample XML Data Set (optional)

4. Run your report!

Running a Report from within BI Publisher



Creating and Updating a New Report

• Create a New Report– Create a new report using an existing Data Model– Use Save As to copy an existing Report– Make a copy of an XDO using a File Browser

• Open your Report in Edit Mode to Manage Layouts

• Open your Layout in Edit Mode to Customize your Format

• Open your Data Model in Edit Mode to add or remove database columns

Creating and Opening



Creating and Updating a New Report

• Save R_CON_01 as R_CON_TONY

• Updates to Data Model– Add Conditional Cost Type Column– Add Prompt for Criteria on Contract Date

• Updates to Layout– Alternate Row Shading– Add Contract Count & Total for Revised Contract Sums– Show Contracts under $100,000 in red– Add New Layout called ‘Test’– Group by Conditional Cost Type Column

Demonstration – R_CON_01



Resources• Oracle Technology Network (OTN) – http://oracle.com/technology

1 BI Publisher Home – http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html

1 Getting Started Guide – http://st-curriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm

• Blog – http://blogs.oracle.com/xmlpublisher

• YouTube Channel – http://youtube.com/user/bipublisher

• Communities – http://communities.oracle.com

• Oracle University – http://education.oracle.com– OracleBI Publisher 11G R1: Fundamentals



Resources – My Oracle Support• My Oracle Support – http://support.oracle.com

1 1382046.1 – “How to Install Oracle BI Publisher 11.1.1.5.0 for use with Contract Management 14 and Later”

1 1361214.1 – “How to Integrate and Configure Contract Management with BI Publisher”

1 740964.1 – “Advisor Webcast Archived Recordings”Using Oracle BI Publisher 11.1.1.5.0 with Contract Management 14 (2/21/12)

1 1356957.1 – “FAQ: BI Publisher and Contract Management v14.0”1 1357830.1 – “How To Create a New Contract Management Letter Template

in BI Publisher”1 To browse content, search for: “Contract Management BI Publisher”



Reporting from Contract Management 14.0 Using BI Publisher 11g

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