OracleBIublishBesracice甲骨文BIublish最佳实践培训

OracleBIPublisherBestPracticesRupeshVarma

PrincipalProductManagerThefollowingisintendedtooutlineourgeneralproductdirection.Itisintendedforinformationpurposesonly,andmaynotbeincorporatedintoanycontract.Itisnotacommitmenttodeliveranymaterial,code,orfunctionality,andshouldnotberelieduponinmakingpurchasingdecision.Thedevelopment,release,andtimingofanyfeaturesorfunctionalitydescribedfororacle'sproductsremainsatthesolediscretionoforacle.ProgramAgendaOracleBIPublisherEnterpriseOverviewReportDesignBestPracticesDataModelingGuidelinesTemplateDesignGuidelinesReportingGuidelinesQ&AOracleBIPublisherEnterpriseOneEnvironmentAuthorGenerateDeliverBenefitsEliminatecomplexitySimplifyreport

development&maintenanceReducecostsEliminateMultiple-pointSolutionsReportsChecksLabelsDestinationsInvoicesXML/EFT/EDILayoutTemplateTypesOutputFormatsDestinationsEmailPrinterFaxe-CommerceRepositoryDataSourcesLayoutDesignToolsWebServicesOracle,OracleBIEE,OracleBIAppsSQLServer

E-BusinessSuite,PeopleSoft,Siebel,JDE,PrimaveraOLAPOracleBIPublisherEnterpriseFromDatatoDocumenttoDeliveryLayoutEditorMSWord

MSExcel

Adobe

Flex

XSLXSLXMLEDIEFTPDFHTMLExcelPPTCSVFlashRTFInteractiveArchitectureBIPublisherOracleBusinessIntelligencePublisherSeparatedatalogic,layout&translationbenefitsgreaterflexibilityandreusefewerreportsandbetterreportmaintenanceoptimizedataextractionanddocumentgenerationprocessReportArchitectureReportoutputDataLogicLayoutTranslationBIPublisherOracleBIPublisherScheduler11gBIPublisherWebserverBIPublisherWebserverBIPublisherReportsRepositoryClientClientSchedulerdatabaseJMSResourcesEmailPrinterFaxRepositoryFilesystemFAXQ.PrinterQ.EmailQ.FTPQ.WebDavQ.FileQ.JobQReportQBIPSystemTopicWebserver/JMSProvider(WebLogic,ActiveMQ)ProgramAgendaOracleBIPublisherEnterpriseOverviewReportDesignBestPracticesDataModelingGuidelinesTemplateDesignGuidelinesQ&ADataGenerationDataSourceTypesFile(XML)SQLQueryMDXQueryLDAPQueryExcelSpreadsheetHTTP(XMLFeed)WebServiceOracleBIAnalysisDataSourcesDataGenerationJDBCVsJNDI(SQLType)BothtypesofconnectionusethesameJDBCdriverWithJNDIyoucantakeadvantageofconnectionpoolingBetterperformanceConnectionalreadyestablishedtothesourceBestpracticeforreportswithmanyparameterswithSQLtypeLOVsattachedtothemBetterRDBMSresourcemanagementConnectionTypes21WebLogicServerBIPublisherDataGenerationEnableforlargereportsSlowerperformance,butpreventsout-of-memoryerrorsUsewithscheduledreportsScalableModeDataModelDesignOptimizedataextractionSimplifylayoutdesignforreportdevelopersReducedocumentgenerationtimeObjectivesDataModelDesignLeverageback-endsystemresources(whenpossible)JoindataFilter&groupdataPerformexpensivecalculations&datatransformationsSortdataConsidergoingagainstBIServerinsteadofextractingdatadirectlyfromthesourcesystemsUseBIServerLogicalSQLinsteadofAnswers/AnalysisDataExtractionSelectt."OFFICE_DSC"as"Office"sum(f."REVENUE")as““SalesSum"From"BISAMPLE"."SAMP_REVENUE_F““f"BISAMPLE"."SAMP_OFFICES_D““tWheret."OFFICE_KEY"=f."OFFICE_KEY"groupbyt."OFFICE_DSC"20Vs20,000recordsDataModelDesignParameters&LOVsCacheLOVSforbetterperformanceForlargeLOVs,passNULLtotheparameterwhenusersselectAll&modifyWHEREclauseinDataSetquerytousetheNVLfunction.Forexample:“Whereorder_id=nvl(:p_ordid,order_id)”DataExtractionDataModelDesignEventtriggersBeforeDataTriggersGeneratedynamicSQLPopulateTEMPtablesSetusercontextAfterDataTriggersInsertrowstoatargettableSendnotificationsCleanordeleteTEMPtablesDataExtractionSelectEMPLOYEE_ID,DEPARTMENT_ID,FIRST_NAME,LAST_NAME,EMAIL,PHONE_NUMBER,HIRE_DATE,JOB_ID,SALARYfromemployeeswhere&p_where_clauseDataModelDesignStructuredata–tomatchhowdataisdisplayedinthereportUseshortXMLtagnames–theyreduce

thesizeofXMLdatafileUsedisplaynames–

tosimplifytemplatedesignCreateglobal&group-levelaggregatefunctions–forbestperformance,createthemindatamodelinsteadofreportlayoutPre-sortdataNote:GroupingdataindatamodelautomaticallysortsdatabythegroupingelementBurstingItalsorequiresthatdataintheXMLissorted(orgrouped)bythesplit-bykey.BestPracticesforFasterDocumentGenerationProgramAgendaOracleBIPublisherEnterpriseOverviewSystemConfigurationGuidelinesBIPublisherServerConfigurationOptionsReportDesignBestPracticesDataModelingGuidelinesTemplateDesignGuidelinesQ&ARTF

TemplatesEasytocreatew/BIPublisherTemplateBuilderAdd-intoWordGreatestflexibilityandfunctionalityforhighlyformattedreportsRTFmarkedupwithXSLcodeorBIPublishersimplifiedXSLWiderangeofoutput(PDF,HTML,Excel,PPT,RTF,MHTML)BIPublisher

Template11gWebbasedLayoutEditor–noclientinstallationrequiredBestforManagementReport–WYSIWIGexperienceSupportInteractiveOutputWiderangeofoutput(PDF,HTML,Excel,PPT,RTF,MHTML)ExcelTemplatesExcelw/datamappedtonamedcells&ExcelandXSLformattingGreatforformatted,trueExceloutputandburstoversheetsExcelXLSoutputonlyDocumentFormattingandLayoutWhatTemplateTypeshouldIuse?(1of2)PDF

FormsPDFformswithXMLelementsmappedtoformfields.GreattousewithgovernmentformsPDFoutputonly-createdinAcrobatProfessionale-TextTemplatesTextoutputonly–forelectroniccommunicationGreatforcharacterdelimitedorfixedpositiondocs(EFT&EDI)RTFwithtableofstatementstoplacefieldsandseparatorsFlashTemplatesSWFfileswithBIPublisherdata–forsophisticatedinteractivityCreateinAdobeFlexBuilderXSLStyleSheetsAllowsforthirdpartytoolsandlegacysolutionsExcelAnalyzerTemplatesNotrecommended(deprecated)Exceloutputonly.Canrefreshdataw/parameters.DocumentFormattingandLayoutWhatTemplateTypeshouldIuse?(2of2)BIPublisherTemplate(11g)BestPracticesUseLayoutGridstopositioncomponents––similartotablesinRTFTemplatesLayoutGridscanbenestedLayoutGridCellcanbejoinedTheminimumheightofrows

canbefixedDoNOTputlargetables(Perform.)orpivottablesintoLayoutGridsDesignConsiderationBIPublisherTemplate(11g)BestPracticesTheInteractiveViewerisoneofBIPublisher’’smostpopularnewfeaturesInteractivityworksbestforflattablesorsimplenestedmaster-detaildatasetsUnrelatedqueriesorgroupscannotinteractDisableinteractionsforunrelatedqueriesintheConfigureEventsDialogDesignConsiderationBAD:CountryontwobranchesDataG1CountryRevenueG2CountryCostGOOD:CountryincommonparentDataG1CountryG2RevenueG3CostRTFTemplateBestPracticesUsetablestocontrolpreciselywherefielddatawillbeplacedinthereportUseWordTablesRTFTemplateBestPracticesKeepthetemplatecleanSupportedbytheTemplateBuilderFieldBrowserCanbecoloredorhiddentohelpunderstandthestructureCaveat:Wordheader&footerdon’tallowformfieldsUseFormFieldsRTFTemplateBestPracticesAchieveconsistencyinthetemplateandbetweentemplatesIn11guseStyleTemplatestocontrolthetemplatestylesUseWordStylesRTFTemplateBestPracticesKeepiteasytounderstand,debugandmaintainIngeneralbettertohavedifferentbusinessdocumentsindifferenttemplatesTrytolimitthelogicintemplatestosimpleiforloopstatementsUsesubtemplatestosimplifydocumentsifnecessaryManycalculationsarebetterperformedinthedatamodelDon’tovercomplicateyourtemplateDocumentFormattingandLayoutWhatisasubtemplate?AdocumentthatcontainslayoutandorcodethatcanbedefinedonceandusedmultipletimesMultiplefunctions(called“templates”inXSL)ortextsegmentscanbedefinedinasinglesubtemplatefileSubtemplatetypesXSLsubtemplatesforcodere-useorseparationRTFsubtemplatesforlayoutre-useCaveat:UseofRTFsubtemplatesmakesithardertounderstandandvisualizethetemplatestructureSubTemplates:IntroductionDocumentFormattingandLayoutRTFsubtemplatesRe-usecommonlayoutssuchastermsandconditionsInternationalizedaddressblockXSLsubtemplatesTransformationsforcomplexchartrequirementsDynamicallyapplyformattingtoaportionofdata(e.g.subscripting/superscripting/chemicalformula)PrintformattedXHTMLdata–converttoFOusingsubtemplate(asusedinOracleContracts)(supportsHTMLindata)Startingw/werecommendusingStyleTemplatesforHeader/FooterinsteadofRTFSubTemplateSubTemplates:UseCasesRTFTemplateBestPracticesBIPublisherusesXPATHtoaccessdataelementsDEPARTMENT_NAMEisinsertedinthetemplateas<?DEPARTMENT_NAME?><?DEPARTMENT_NAME?>istranslatedtotheXPATH.//DEPARTMENT_NAME.//DEPARTMENT_NAMEsearchesforDEPARTMENT_NAMEinthecompletesub-treestartingfromcurrentcontextPerformanceConsiderations:XPATHConceptsRTFTemplateBestPracticesUsethefullrelativepathforlargedatasetsInsteadof<?for-each:DEPT?>use<?for-each:/DEPT_SALS/DEPT?>Insteadof<?DEPARTMENT_NAME?>use<?./DEPARTMENT_NAME?>Forlargedocumentsthatdon’’tfitintomemorythesearchrequiresdiskaccessForsmalldocumentsthesearchtimeisnegligiblePerformanceConsiderations:XPATHTuningRTFTemplateBestPracticesXPATHTuningStartwiththeouterloopsandoutermostdataaccessReducingfulltreesearcheswillprovidebiggerimprovementsthanoptimizingaccessinasmallsubsetofthedataFixingtheXPATHinasinglefor-eachloopmaybealltheperformancetuningyouneedtodoTablesLARGEtablesthatspanhundredsofpagesconsumeconsiderableserverresources.Ifpossiblegroupthedataandcreateatableinsideeachgrouping.DonotnestLARGEtablesintotables.PerformanceConsiderations:XPATHTuning&TablesRTFTemplateBestPracticesBettertoSortdatainthedatamodelGroupBy<?for-each-group?>willforcetheXSLenginetosortdataChecking““Dataalreadysorted”optionintheTableWizardwillnotre-sortdata(goodthing)PerformanceConsiderations:GroupingTemplateBestPracticesDon’tovercomplicateyourtemplatesUsetables(layoutgrids)toplacedatafieldspreciselyUseformfieldsandwordstylesforclarityUsesubtemplatesforre-useandencapsulatecomplexcodeOptimizeyourdatastructureforinteractivityifnecessaryPerformanceoptimizationOptimizetheXPATHFocusoptimizationonouterloopsSortinthedatabaseanduse“group-adjacent”inthetemplateSummaryStayConnectedwithBIPublisherQ&AAppendixResourcesServerConfigurationOptionsScalablethreshold(inbytes)Cacheexpiration(inmin)Cachesizelimit(#ofdatasets)MaximumcachedreportsDatabaseFetchSizeAdministration>ServerConfigurationDefaultvaluesServerConfigurationOptionsBursting(10gonly)Enablemultithreading–Default:False*Threadcount––Default:2*FOprocessingUseBIPublisher’sXSLTprocessor–Default:TrueEnablescalablefeatureofXSLTprocessor–Default:False*Pagescachedduringprocessing––Default:50Enablemultithreading–Default:False*FOParsingBufferSize–Default:1000000*EnableXSLTruntimeoptimization–Default:TrueAdministration>RuntimeConfiguration>PropertiesReport-levelPropertiesEditReport>Properties>FormattingReport-levelPropertiesForlongrunningreportsTakeadvantageofschedulinganddisableRunReportOnline.ViewingReportsOnlineReportEditorReportViewerReport-levelPropertiesEnableDataCachingSavesXMLdatafor