FSG Publishing:

1

• FSG Publishing
• BI Publisher and Report Manager
• Mark Bulle, DPL
• Jon Riley, AXIA Consulting

2
Introductions

• Mark Bulle
• DPL Project Manager
• Report Manager Implementation Lead
• Jon Riley
• Consultant, AXIA Consulting
• XML Publishing Implementation Lead

3
Business Scenario

• Create over 125 new Financial Reports by Business
  Unit
• Publish reports directly from the Financial
  System of Record
• Bypass Excel!
• Professional presentation/format suitable for
  executive review
• Paperless distribution preferred
• Project to be completed lt 90 days

4
Oracle Applications Solution

• FSG Reports
• BI (fka XML) Publishing
• Microsoft Word RTF templates
• PDF document output
• Report Manager Repository
• Electronic distribution
• Security by User Responsibility
• Nothing new to buy! (11.5.10 CU2)

5
BI Publisher Overview

• We created templates using Word
• Published to PDF

(FSG)
Source http//www.oracle.com/technology/products/
xml-publisher/index.html XMLPUBLISHERINTRO.ppt
6
Publishing FSGs using BIP

1. Create the FSG for XML Output

7
Publishing FSGs using BIP

• Create an RTF template
• XML Publisher Administrator responsibility
• Templates page
• Find the FSG Basic Template

8
Publishing FSGs using BIP

• Create an RTF template
• Click the Template name.
• Download the template.

9
Publishing FSGs using BIP

• Modify the Template

10
Publishing FSGs using BIP

• Modify the Template

11
Publishing FSGs using BIP

1. Register / Upload the template

12
Publishing FSGs using BIP

• Register / Upload the template
• Must use General Ledger as the Application

13
Publishing FSGs using BIP

• Run and Publish an FSG (2 step method)
• Run the FSG for XML Output

14
Publishing FSGs using BIP

• Run and Publish an FSG (2 step method)
• Publish the Output

15
Publishing FSGs using BIP

• Run and Publish an FSG (2 step method)
• View Output

16
Report Manager

• What we will be Covering
• Single Step Financial Report Submission
• Repository Management
• Publish Report Set
• Define Report Set Publishing Parameters

17
Financial Report Submission

• Select the FSG report name and period to
  execute

18
Financial Report Submission

• Select the FSG template associated to the
  report

On hold pending review does not work
19
Financial Report Submission

• Select the location in the Repository where the
  output of this report is to be stored

20
Financial Report Submission

• Select the menu location under the
  responsibility this report should be posted
• Security Definition

21
Financial Report Submission

• Review submission parameters prior to execution

22
Repository Management
Archive process bugs
23
Publish Report Set
Be sure to place date here and click Save button

• Can not predefine report set parameters and
  create menu option under Define Report Set
  Publishing Parameters

24
Report Viewing

• Drop down box for multiple periods
• Output type can normally be Excel, .pdf or HTML
• Templates created in Word can not be viewed as
  Excel

25
Lessons Learned (FSG and BIP)

• Start at BIP 5.6.2 or 5.6.3
• Some functions may not work in lower versions
• Be aware that patching to 5.6.2 disables single-
  
• step submission
• May need patch 5615083 related to MS Word
• Need Adobe Reader 7.x or better to view output
• Edit, Preferences, Internet, Display PDF in
  Browser
• Unique requirements for printing PDF from EBS
  (see metalink notes 333504.1 and 338990.1)
• Template Builder add-in for Word available,
  useful for building reports from scratch

26
Lessons Learned (FSG and BIP)

• Not all FSG fields come over in the XML output
• Some FSG functionality not available
• Page Breaks
• Line Skips
• Row heights are not dynamic
• Control of FSG definitions becomes important

27
Lessons Learned (Report Manager)

• No seeded Report Manager responsibility
• Issues with the Financial Template Editor
• Technical issues
• Cant modify the seeded, generated template
• High maintenance cost (row and column adds,
  changes)
• Initial setup for Report Sets can be
  time-consuming
• Menu Generation does not work Define Report Set
  Parameters
• Currently working issues with
• Archiving
• Review / Approval

28
Conclusion

• Successfully developed and implemented gt100 new
  Financial Reports via electronic publishing in lt
  90 days.
• BIP is low-cost (lower-frustration!) alternative
  to traditional Oracle Reports development.
• Integration with FSG makes professional-quality
  presentation relatively simple and easy!
• Integration with Oracle Report Manager enables
  paperless publishing/distribution with user
  security access control.
• Potential for wider use is great, and we already
  own the tools we need!

29
Good References

• XML Publisher User Guide
• XML Publisher Blog http//blogs.oracle.com/xmlpub
  lisher/
• XML Publisher Technical Forum
• Oracle Report Manager User Guide (B15543-01)
• Metalink Service Requests
• Google!

30
Questions / Closing

• jon.riley_at_axiaconsulting.net
• mark.bulle_at_dplinc.com