1. Release 11i Workshops Dallas, TX Raleigh, NC Denver, CO Atlanta, GA Detroit, MI www.solutionbeacon.com Tim Sharpe Oracle E-Business Suite Release 11i Discoverer & XML Publisher Full Throttle Reporting

2. © 2006 Solution Beacon, LLC. All Rights Reserved. 2 Agenda  Typical Reporting Needs Dynamic Dynamic Static Static  Overview Discoverer Discoverer XML Publisher XML Publisher  Compare/Contrast  Summary, Additional Resources  Questions and Answers

3. © 2006 Solution Beacon, LLC. All Rights Reserved. 3 Dynamic Reporting Discoverer

4. © 2006 Solution Beacon, LLC. All Rights Reserved. 4 Dynamic Reporting  Ad Hoc Queries (on the fly)  Layout Flexibility  Analytics Dimensionality Dimensionality Time Series Analysis Time Series Analysis Data Slicing Data Slicing Hierarchical Drilling Hierarchical Drilling  Business Intelligence  Data Mining  Spreadsheet Functionality

5. © 2006 Solution Beacon, LLC. All Rights Reserved. 5 Static Reporting  Richly Formatted Reports  Executive Reports  Financial Statements  Government Forms  Marketing Materials  Contracts  Checks  Labels  EDI Files

6. © 2006 Solution Beacon, LLC. All Rights Reserved. 6 Discoverer Overview Component Puzzle  Administrator  EUL & Catalog  End User Tools Desktop, Plus & Viewer Desktop, Plus & Viewer  Portlets & Portlet Provider Oracle Application Server Oracle Application Server  Oracle Database at center Internal Data Internal Data External Data External Data  DB links, Gateways

7. © 2006 Solution Beacon, LLC. All Rights Reserved. 7 Discoverer Overview Administrator Provides Management of Infrastructure  EULs Container Container  Business Areas Access Control Structures Access Control Structures  Individual Components Folders Folders Conditions Conditions Joins Joins Etc. Etc.  Security & Privileges Users & Responsibilities Users & Responsibilities

8. © 2006 Solution Beacon, LLC. All Rights Reserved. 8 Discoverer Overview Administrator (cont.)  Business Area Components Folders - represent tables, views, queries Folders - represent tables, views, queries Items – fields Items – fields Conditions – where clause Conditions – where clause Hierarchies - drilling Hierarchies - drilling Item Lists – LOVs Item Lists – LOVs Calculations – custom fields Calculations – custom fields Joins – between folders Joins – between folders Summaries – pre-aggregations Summaries – pre-aggregations

9. © 2006 Solution Beacon, LLC. All Rights Reserved. 9 Discoverer Overview End User Tools  Desktop  Self contained  Client/Server design  OS Dependent  Full Functionality  Plus  Java Powered  Web Based, OS Independent  Most Functionality  Viewer  Web Based, OS Independent Minimal Functionality Minimal Functionality View Only View Only

10. © 2006 Solution Beacon, LLC. All Rights Reserved. 10 Discoverer Overview Desktop, Plus  Create/Save Workbooks, Multiple Worksheets Tabular, CrosstabTabular, Crosstab  Select Items from Folders Top, Side or PageTop, Side or Page  Apply Conditions, Parameters  Create Calculations  Colors, Formats, Graphs  Share Workbooks  Schedule Runtimes  Export Results to Excel, HTML, Text, CSV, XML, PDF

11. © 2006 Solution Beacon, LLC. All Rights Reserved. 11 Discoverer Overview Viewer  View Existing Workbooks  Re-arrange Fields  Change Parameter Values  Minimal Functionality

12. © 2006 Solution Beacon, LLC. All Rights Reserved. 12 Discoverer Overview Portlets and Portlet Provider  Single Point of Entry  Java BI Beans  Components of Oracle Application Server

13. © 2006 Solution Beacon, LLC. All Rights Reserved. 13 Discoverer Overview Portlet & Portlet Provider  Fully Web Enabled  Multiple Reports in Single View  Personalizable  Dashboards  Combine Multiple Sources

14. © 2006 Solution Beacon, LLC. All Rights Reserved. 14 Static Reporting XML Publisher

15. © 2006 Solution Beacon, LLC. All Rights Reserved. 15 XML Publisher Overview Components Report Templates XML Data Report Output XSL XML EFT  XML Publisher Engine  Report Templates  EDI Templates  Template Builder  XML Data from Anywhere  Formatted Output in HTML, RTF, Excel, PDF, EDI, etc.  Deliver via Email, Fax, Printer, Web Portal, etc.

16. © 2006 Solution Beacon, LLC. All Rights Reserved. 16 XML Publisher Overview XML Publisher Engine  Merges XML Data with Report Template  Provides Java-based Delivery Mechanism  Stand-Alone  11i Version  Concurrent Process  Template Manager  Reports Templates  Data Templates  Data Definitions

17. © 2006 Solution Beacon, LLC. All Rights Reserved. 17 XML Publisher Overview Report Templates Create with MS Word or Adobe Acrobat  MS Word  Field Codes  Template Markup Syntax  Acrobat Typically Modify Existing Documents Typically Modify Existing Documents Template Markup Syntax Template Markup Syntax

18. © 2006 Solution Beacon, LLC. All Rights Reserved. 18 XML Publisher Overview EDI Templates  MS Word  Special RTF Tables  Produces Flat Files for EDI

19. © 2006 Solution Beacon, LLC. All Rights Reserved. 19 XML Publisher Overview Template Builder  MS Word Plug-in  Wizards, Drag-and-Drop  Report Preview  Simplifies Template Creation

20. © 2006 Solution Beacon, LLC. All Rights Reserved. 20 XML Publisher Overview XML Data  Any Valid Source  Produced from  Oracle Reports  PL/SQL  Scripting  Etc.  Multiple Uses  More than one template  Data subsets  Variable outputs

21. © 2006 Solution Beacon, LLC. All Rights Reserved. 21 XML Publisher Overview Formatted Output  Rich Text Formatting  Precision & Control  Interactivity  Conditions & Parameters  Sort  Hide Columns  Conditional Formatting  Formulas, Functions  Advanced Charting

22. © 2006 Solution Beacon, LLC. All Rights Reserved. 22 XML Publisher Overview Formatted Output - Examples Checks Checks

23. © 2006 Solution Beacon, LLC. All Rights Reserved. 23 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices

24. © 2006 Solution Beacon, LLC. All Rights Reserved. 24 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices Purchase Orders Purchase Orders

25. © 2006 Solution Beacon, LLC. All Rights Reserved. 25 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices Purchase Orders Purchase Orders Government Forms Government Forms

26. © 2006 Solution Beacon, LLC. All Rights Reserved. 26 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices Purchase Orders Purchase Orders Government Forms Government Forms Tax Documents Tax Documents

27. © 2006 Solution Beacon, LLC. All Rights Reserved. 27 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices Purchase Orders Purchase Orders Government Forms Government Forms Tax Documents Tax Documents Financial Reports Financial Reports

28. © 2006 Solution Beacon, LLC. All Rights Reserved. 28 XML Publisher Overview Formatted Output - Examples Checks Checks Invoices Invoices Purchase Orders Purchase Orders Government Forms Government Forms Tax Documents Tax Documents Financial Reports Financial Reports Dashboards Dashboards

29. © 2006 Solution Beacon, LLC. All Rights Reserved. 29 XML Publisher Overview Report Delivery Web Services Templates XML EDI EFT Email Printer Fax WebDAV WWW OutputDelivery Oracle, SQL Server Oracle 11i, PeopleSoft, SAP, Siebel Oracle Reports, PL/SQL, Java, Perl, etc XML Publisher Data Source XSL Layout PDF RTF HTML Excel

30. © 2006 Solution Beacon, LLC. All Rights Reserved. 30 Discoverer vs XML Publisher Compare/Contrast Discoverer XML Publisher Web Enabled  Data Security  11i Integration  Scheduling Advanced Analytics  User Driven  Advanced Formatting  Report Delivery 

31. © 2006 Solution Beacon, LLC. All Rights Reserved. 31 Discoverer & XML Publisher Summary & Additional Resources Discoverer  Dynamic  Analytics  User Driven XML Publisher  Static  Formatting  Delivery Oracle Business Intelligence Discoverer Administration Guide Oracle Business Intelligence Discoverer Desktop User's Guide http://www.oracle.com/technology/documentation/discoverer.html Introduction to XML Publisher http://www.oracle.com/technology/products/xml-publisher/index.html XML Publisher Users Guide incl Developers Guide http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html

32. © 2006 Solution Beacon, LLC. All Rights Reserved. 32 Thank you! Tim Sharpe tsharpe@solutionbeacon.com www.solutionbeacon.com Real Solutions for the Real World.  Questions & Answers