Wednesday Aug 07, 2013

Siebel BIP Tuning

Another brain dump from John, the product manager for the Siebel-BIP integration.

These docs focus on the out of the box integration. Where Siebel holds the reins and just sends the BI Publiser server publishing requests. For this you use Integration Objects to generate the data. This support doc contains a white paper on performance testing of the IOs and provides some standard tests that you can compare your system to.

Siebel CRM BI Publisher Integration Performance[Article ID 1466709.1]

I have pulled the white paper out of support to save you some time (cos Im kind like that.) Of course the latest and greatest will be on http://support.oracle.com

The following support doc covers the tuning of said objects to handle larger data sets.

Improving the performance of Siebel BI Publisher Report Generation (Doc ID 1392449.1)

I have linked a converted PDF of the doc as of today, access http://support.oracle com and search via the Doc Id for the latest and greatest.

For completeness of the post, heres a link to post on the Siebel-BIP Business Service Integration.

Monday Jul 15, 2013

Minning and Maxing in Pivots

A tricksy question from a hobbiteses this past week or so. How can I use minimum or maximum in an RTF template pivot table?

Using the pivot table dialog box, you get sum or count. So, how to get a min or max? You need to understand the pivot structure a bit to understand how to get the min|max. I wrote about the pivot table format a few years back here.

 Its the C field that holds the calculation as the last parameter.

<?crosstab:c8949;"//G_1";"DEPARTMENT_NAME{,o=a,t=t}";"HIRE_YEAR{,o=a,t=t}";"JOB_ID";"sum" ?>

I was not sure if we could simply swap out the sum|count function for our min, max functions. But, Im a hacker at heart, so I gave it a whirl. It worked, I used the BIP min and max functions:

xdoxslt:minimum
xdoxslt:maximum

They both work nicely!

So, the C field would look like:

<?crosstab:c8949;"//G_1";"DEPARTMENT_NAME{,o=a,t=t}";"HIRE_YEAR{,o=a,t=t}";"JOB_ID";"xdoxslt:maximum" ?>

If you do not need the default totals (that use the functions you define.) You can just delete them from the table.

Sample template and data here.

Now, the average values need cracking!


Wednesday Jul 03, 2013

Siebel BIP Integration

This post is more of a bookmark for me so that I stop bugging the brown stuff out of the John the Siebel-BIP product manager. I have had multiple customers over the past two weeks asking for help around the integration. What's its capable of? How can I allow my users to click a button to run a BIP report? How can I kick off a report from a Siebel workflow?

Start right here - this is a great white paper explaining whats now available with the integration using, the Siebel Report Business Service. Once you have consumed that from start to finish.
Get on over to Oracle support and look for the following note that has code samples and lots of other good stuff!

Siebel BI Publisher Reports Business Service (8.1.1.7+) [ID 1425724.1]

The Reports Business Service enables BI Publisher reports to be executed from the Siebel application via a Workflow Process, or through scripting. The report is generated in the background by connecting to the BI Publisher server. The report output is stored in the Siebel File System and accessed from the My BI Publisher Reports view. Alternatively using appropriate methods, the report can be attached to an entity or sent to a particular delivery channel.

Tuesday Jul 02, 2013

Working the Chart Percentages

Charting in BIP is such fun, well sometimes it is. Not so much today, at least not for Ron in San Diego. He needed a horizontal bar chart showing values plotted for various test areas with value labels at the end of the bars. Simple enough right? The wrinkle, they were percentage values so he needed to see '56%' not '56'!

Still, it should be simple enough but the percentage formatting has a requirement for your values to be in a decimal format i.e. 0.56 not 56.0. 56.0 gets formatted as 5600%. OK, so either pull the values out as decimals or use the div function to divide the values in the chart by 100 e.g.

<xsl:value-of select="myval div 100)" />

Now I can use the following the chart XML to format the percentages as I need them:

 

<Graph ... >
...
<MarkerText visible="true">
<Y1ViewFormat>
<ViewFormat numberType="NUMTYPE_PERCENT" decimalDigit="0" numberTypeUsed="true" 
        leadingZeroUsed="true" decimalDigitUsed="true"/>
</Y1ViewFormat>
</MarkerText>
...
</Graph>

 

That gets me the values shown the way I want but the auto axis formatting gets me from 0 >> 1.

I now need to go in and add the formatting for the axis too.

 

<Graph ...>
...
<Y1Axis axisMinAutoScaled="false" axisMinValue="0.0" axisMaxAutoScaled="false" 
    axisMaxValue="1.0" majorTickStepAutomatic="true">
<ViewFormat numberType="NUMTYPE_PERCENT" decimalDigit="0" scaleFactor="SCALEFACTOR_NONE" 
    numberTypeUsed="true" leadingZeroUsed="true" decimalDigitUsed="true" scaleFactorUsed="true"/>
</Y1Axis>

 

Now I have a chart that's showing the percentage values and formatting axis scale correctly for me too.



You can of course mess with the attributes above to get more decimal points on your labels, etc.

Happy Charting!


Tuesday Jun 04, 2013

Integrating BI Publisher and Forms 11g via web services

A freshly updated white paper on how to integrate BI Publisher 11g reports into an Oracle Forms 11g application is now available from the BI Publisher OTN page along with sample code and a video:

Integrating BI Publisher with Oracle Forms | Download Sample Code | Video 

Thanks to Axel and Florin from PITSS and Juergen and Rainer from Oracle Germany


Thursday May 23, 2013

BI Publisher 11g Training - Jul 1-3

For those of you still sitting on the 10g fence ... or if you're new to Publisher 11g, take advantage of this educational opportunity:

Oracle BI Publisher 11g R1: Fundamentals

Learn To:

    Create data models by using the Data Model Editor.
    Create BI Publisher reports based on data models.
    Create report layouts by using the Layout Editor (online).
    Create reports based on OBI EE data sources.
    Publish the reports on OBI EE Dashboards.
    Schedule reports and burst these reports.

Date: 01-JUL-13
Duration: 3 days
Location: Online

Click here for more details and to enroll

Friday May 10, 2013

Building on Subject Areas

The new release of BI Publisher 11.1.1.7 has a very nice new feature for those of you wanting to build reports on top of the BI Server data model. In previous releases you would need to either write the logical sql yourself or build an Answer request and copy the SQL from the Advanced tab and paste it into the BIP data modeler.

With the new release comes the ability to create reports without the need for a data model at all. You have the option when creating a new report to use a subject area directly.

 Once you have selected the subject area you are interested in you can decide on whether to continue into the wizard to help you build the layout. Or to strike out on your own and build the layout yourself.


If you go for the latter and load up the layout editor, you get to see all of the data items you would see in the Answers builder in the data tree. Its then a case of dragging and dropping the columns into the layout, just as you would normally with a sample data source.

Once you are back to the report editor, the final step is to add some parameters. 

This is a little different to a conventional BIP report. There is no data model definition per se i.e the logical SQL is not stored but rather, the columns you added to the layout and the subject area(s) you pulled them from. Yes' you can go across subject areas, but you need to know if its going to make sense or even work before you add more. You add more subject areas click on the subject area name where the data model name normally resides. You'll then get a shuttle dialog that lets you add more subject areas. You can then add columns in the layout builder.
Getting back to the parameters, on the report editor page, click the Parameters link (top right.) This will open the parameters dialog.

You can add parameters and set how they will be displayed; whether folks can select all; do they see check boxes, a drop box or text box; whether other parameters should be limited by the choice made for this box. Everything you get with a regular BIP parameter.


Finally, the report rendered with the parameters.


If you have a need to build a more highly formatted report on the BI Server data then this is definitely the way to go. This approach really does open up BIP reporting to business users. No need to write SQL, just pick the columns you want and format them in a simple to use interface.

Before you ask, you can not build report layouts in MSWord or Excel for this type of data source, not yet anyhoo :0)



Thursday May 09, 2013

Integrating BI Publisher and Forms, ADF and APEX

For those of you integrating or planning to integrate with Forms, ADF or APEX, a presentation from our friends at PITSS

Tuesday, 14.05.2013  (14-May-2013)
2:00 pm - 3:00 pm (CEST)

Free Webinar

Integrating Oracle BI Publisher with
Forms 11g, ADF and APEX


Have you already decided about how to integrate in the future your reports within your Oracle Forms, ADF or APEX applications? In view of the technical innovations in Oracle Forms 11g, we will take a closer look at Oracle BI Publisher and see, step by step, how can we reach an optimal integration of BI Publisher reports within existing Forms applications, as well as the co-existence with Oracle ADF and APEX.

Registration:
https://www2.gotomeeting.com/register/608583482

Wednesday May 01, 2013

Get yourself Organized!

A request from Leslie today to help her out on the user docs. In them we state that we support the MSWord organization charts but we do not give any detail.

Use the organization chart functionality in the templates and the chart that is rendered in the output. Figure 4-18 shows an example of an organization chart.

Figure 4-18 Sample Organization Chart

Description of Figure 4-18 follows

Its been a  while since I have looked at them but we mean just that. You build an org chart with names in the boxes, BIP will render it, simple.

Oh, you wanted it to load the names into the chart dynamically from the dataset? Sorry, no dice, at least not with the MSWord Org Chart object.

However, you can create your own org chart structure using MSShapes and use BIP's ability to fill those shapes with text from your data. Thats documented pretty well and is very easy to do. Taking it to obvious final step; completely data driven org chart structure and text. Thats a bit tougher. It can be done with the shape copy and move commands but its going to take some planning. You need to think about how wide your 'page' is, what to do when you reach the edge and need to continue with the same level in the hierarchy, etc.

To get you started, I have created a sample template and data for the first two scenarios. They will work with all releases of BIP and XMLP. The third will take me a little longer :0)

Thursday Apr 11, 2013

Variable Numbers to Words

Satyender posted a comment to the Numbers to Words post asking:
How can I store the result of &lt;?xdofx:to_check_number(TOTAL_INV_AMOUNT,'USD','CASE_UPPER','DECIMAL_STYLE_WORDS')?&gt; inside a variable.

Checking this out, BIP chokes on the assigning to the variable with a nice error:

 Namespace prefix 'xdofx' used but not declared

Turning to BIP RTF template guru in residence Hok-Min, he suggested avoiding the xdofx: wrapper altogether in this case and calling the function more directly. The underlying function in java is:

public static String toCheckNumber(String locStr, String amount, String preOrCurCode, String caseStyle, String decimalStyle)

Applying that to Satyender's needs we end up with:

<?variable@incontext:salval; xdoxslt:toCheckNumber($_XDOLOCALE,.//SALARY,'USD'
,'CASE_UPPER','DECIMAL_STYLE_WORDS')?>

We still need the xdoxslt prefix but we can now assign the value to a variable. There is a caveat from Hok Min.

Note that the amount has to be in string format.  If it is not a string, it has to be converted to a string, e.g. string($CALCULATED_SALARY).  If you use XML element name directly (like in this case SALARY), then it is already a string, so no need to do conversion.

I know this raises the question of why do we need the xdofx: prefix at all? Im discussing that with Hok Min as I write and will get back to you.


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