Bi Publisher Best Practices 2159564
Bi Publisher Best Practices 2159564
Bi Publisher Best Practices 2159564
CON9330
Oracle BI Publisher Best
Practices: Be a Reporting
Super Star
Kevin McDermott
Senior Principal Technical Support Engineer
Nicholas Mann
Senior Consultant , Peleton Group
Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines
Checks
Invoices
One Environment
Author
Generate
Deliver
Benefits
Destinations
Reports
Eliminate complexity
Simplify report
Labels
HTML
XSL
Excel
Printer
PPT
Flash
Layout Editor
MS Word
MS Excel
Adobe
Flex
XSL
Fax
RTF
CSV
XML
Repository
EDI
OBI EE Semantic Layer
EFT
e-Commerce
Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines
Installation requirements
Oracle Fusion Middleware Installation Guide for Oracle Business
operating systems. There is one for 11.1.1.3-11.1.1.6 and one for 11.1.1.7.
http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-
certification-100350.html
Sizing Guidelines
How Many servers?
Bursting reports
Factors to consider
same time
Factors to consider
Time window
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Number of CPUs/Server
Sizing Guidelines
My Oracle Support Note 948841.1
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Intelligence Publisher
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Intelligence Publisher
Oracle BI Publisher supports an active-active
high availability configuration. Each node acts
as an independent server that shares a common
repository and the scheduler database with the
other Oracle BI Publisher nodes.
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Web server
Client
Web server
FAX Q.
Fax
Printer Q.
Printer
BI Publisher
BI Publisher
Job Q
Email Q.
Report Q
FTP Q.
WebDav Q.
JMS Resources
File Q.
Repository
File system
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Scheduler database
Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines
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Data Logic
Layout
Translation
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BI Publisher
Report output
Data Generation
Data Sources
Data Source Types
File (XML)
SQL Query
MDX Query
LDAP Query (11g only)
Excel Spreadsheet (11g only)
Endeca Query (11g only)
CSV (11g only)
View Object (11g only)
HTTP (XML Feed)
Web Service
Oracle BI Analysis
Oracle BI Discoverer (10g only)
Data Generation
Connection Types
JDBC Vs JNDI (SQL Type)
Both types of connection use
BI Publisher
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WebLogic
Server
Data Generation
Scalable Mode
Enable for large reports
Slower performance, but
prevents out-of-memory
errors
Use with scheduled
reports
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Data Generation
Enabling Scalable Mode for Data Engine (10g)
Set scalable mode property to
on in Data Template
<properties>
<property name="scalable_mode" value="on" />
</properties
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Select
t."OFFICE_DSC" as "Office"
sum(f."REVENUE") as Sales Sum"
From
"BISAMPLE"."SAMP_REVENUE_F f
"BISAMPLE"."SAMP_OFFICES_D t
Where
t."OFFICE_KEY"=f."OFFICE_KEY"
group by
t."OFFICE_DSC"
data transformations
Sort data
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20 Vs 20,000 records
Send notifications
Clean or delete TEMP tables
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Select EMPLOYEE_ID,
DEPARTMENT_ID,
FIRST_NAME,
LAST_NAME,
EMAIL,
PHONE_NUMBER,
HIRE_DATE,
JOB_ID,
SALARY
from employees
where &p_where_clause
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BI Publisher
Template 11g
RTF
Templates
PDF
Forms
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Excel Templates
Excel w/ data mapped to named cells & Excel and XSL formatting
Great for formatted, true Excel output and burst over sheets
Excel XLS output only
e-Text Templates
Flash Templates
Excel Analyzer
Templates
can be fixed
DO NOT put LARGE tables or pivot
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Data
G1
Country
Revenue
G2
Country
Cost
Data
G1
Country
G2
Revenue
G3
Cost
report
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Field Browser
Can be colored or hidden to help
understand the structure
Caveat: Word header & footer dont
allow form fields
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different templates
Try to limit the logic in templates to simple if or loop statements
Use sub templates to simplify documents if necessary
Many calculations are better performed in the data model
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<?DEPARTMENT_NAME?>
<?DEPARTMENT_NAME?> is translated to the XPATH
.//DEPARTMENT_NAME
.//DEPARTMENT_NAME searches for
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use <?for-each:/DEPT_SALS/DEPT?>
Instead of <?DEPARTMENT_NAME?>
use <?./DEPARTMENT_NAME?>
For large documents that dont fit into memory
resources. If possible group the data and create a table inside each grouping.
Do not nest LARGE tables into tables.
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Program Agenda
Oracle BI Publisher Enterprise Overview
Deployment & System Requirements
Report Design Best Practices
Data Modeling & Template Design Guidelines
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Peloton Overview
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Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story
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BI Publisher (BIP)
Pixel-Perfect Reporting
Reporting Focused
Analytics Focused
Actionable Intelligence
User-friendly interface
Ad-hoc capabilities
Pixel-Perfect Reporting
Reporting Focused
Analytics Focused
Actionable Intelligence
User-friendly interface
Ad-hoc capabilities
BI Publisher + OBIEE =
Integrated, Scalable Reporting & Analytics Enterprise
Application
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BI Publisher Architecture
Sources
DW
OLAP
Cube
Flat File
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BIP Data
Model
BI Publisher
DW
OLAP
Cube
OBI RPD
Flat File
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OBI EE
Dashboards
DW
BIP Data
Model
OLAP
Cube
OBI EE
Dashboards
Flat File
BI Server RPD
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BI Publisher
Reports
OBI Reports
BIP Reports
Create Calculations
Apply Functions
Use/Create Aggregates
Custom Formulas
flexible solutions
Solution is scalable as a result of flexibility in
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Navigation
Drillable Reports
Extensive Visualizations
BI Publisher Reports
Pixel-Perfect Reports
User-Friendly Interface
Leverage Existing OBI Reports
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Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story
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reports
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Agenda
BI Publisher and OBI EE Comparison
BI Publisher and OBI EE Integration Best Practices
Customer Success Story
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analytical capabilities
Partnered with Peloton to implement a scalable, integrated solution to
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Warehouse
Built Essbase Studio Cube
Model
Implemented Sophisticated
Reporting Solution:
OBI EE
Hyperion Smart View
BI Publisher
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OBI EE
Created POC leveraged existing
OBI EE reports
Developed BI Publisher Data
Models using logical SQL
Quickly generated pixel-perfect
financial reports
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Solution Options
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Q&A
&
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http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
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Appendix
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Resources
Certification matrix (11.1.1.x)
System Requirements and Supported Platforms for Oracle Business Intelligence Suite Enterprise Edition 11gR1 (11.1.1.3.0-11.1.1.6.0)
http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/bi-11gr1certmatrix-166168.html
System Requirements and Supported Platforms for Oracle Business Intelligence Suite Enterprise Edition 11gR1 (11.1.1.7.0)
http://www.oracle.com/technetwork/middleware/bi/bi-11gr1certmatrix-ps6-1928219.xls
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Install Requirements
Oracle Business Intelligence 11g
System Requirements
Disk Space: 20GB or more
Available Memory (RAM): 4GB or more
Temp Space: 950MB or more
Swap Space: 3GB or more
CPU: dual-core Pentium, 1.5GHz or greater
Database Requirements
Disk space requirements for the database containing the Oracle Business
Intelligence Scheduler database tables.
500MB on Oracle and Microsoft SQL Server databases for standalone and Business
Intelligence applications and deployments.
500MB on IBM DB2 databases for standalone deployments.
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system
Load balancing
Increase throughput
For more details on clustering BI
Publisher standalone, please refer to
our White Paper on High Availability.
The link is available in the Appendix.
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BIP
servers
cluster
Scheduler
database
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Default values
FO processing
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Report-level Properties
Edit Report > Properties > Formatting
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Report-level Properties
Viewing Reports Online
Report Editor
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Report Viewer
Report-level Properties
Viewing Reports Online
Report Editor
Enable Data Caching
Saves XML data for reuse up to the Cache
Expiration threshold
Improved performance with
different template/output format
Not recommended for real-time data
Enable Document Caching
Better performance
Consumes more Temp storage space
User Level (11g only)
Disable for better performance if data can be
shared across users
Cache Duration (11g only)
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But in many cases you are better off using different names e.g. S_CITY
and B_CITY
For reports that generate large data sets using 2 or 3 character names
number exception
Missing fields do not cause an issue with XSL for example a print
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template structure
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between templates
In 11g use Style Templates to control the
template styles
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