Friday, November 16, 2007

BI Publisher: Common Use for Bursting API

This is an excerpt of a post requesting to do three things in one shot (grab an xml, apply a template, send it to the printer). This exactly what bursting was designed for. Because of the obscurity of how to use the java api's for BI Publisher, people overlook the fact that you can call a majority of the api's through the command line. Nearly every BI Publisher api that is documented has a main method.

Question:

I have xml documents coming in on a linux directory. I would like to take the raw xml data and apply a template and send it to a printer.

Questions are:

1. Since there is no way to tell when the xml documents will appear for processing, is there any way I can make the BIP poll the linux directory to check for incoming files?

2. How can I apply a template and make the raw xml data beautiful?

3. Finally, after template application, I need to take the output and send it to a printer. I believe I will have to use delivery manager api's to do it.

Can someone help with the three questions?

Response:

I don't know if the xml gateway will solve your problem as "punit" suggested. don't worry though, this problem can get solved pretty easily, Chin up cowboy.

I would setup an autosys job that calls a shell script that loops through the files in a directory and executes a command line argument for the busting api's.

It's going to expect the following arguments:

java oracle.apps.xdo.batch.DocumentProcessor [-debug] -tempdir -datafile

you may need to resolve the whole path. echo $JAVA_TOP. That it's, there's really not much to the api.

Monday, November 12, 2007

BI Publisher: More for-each tags

Okay, you may be wondering what is up with the iFrames. Totally, annoying I know. However, blogspot has a tendency to replace the < ? ? > all of the time. This site is not straight HTML it's XHTML. Which is cool but it has it's own issues. I'm only doing the iFrames so you can cut and copy and paste.

Like other disclaimers, nothing here is guaranteed to work it's an overview or tutorial. If you feel like something is wacked out, send me a shout, I will fix it and give you mad props.

Please excuse the iFrame for the tutorial. See below.

Tuesday, November 6, 2007

BI Publisher: Understanding the for-each tag

This should be viewed as a supplement guide to oracle standard documentation! For-each in BI Publisher (and xml in general or basic programming) causes a lot of issues for new developers or business analysts. The key to understanding xml and bi publisher is “Context.”

Vocabulary
Context: Context is used to describe where you currently at in a set of relationships. As an example: Right now your sitting down in a chair , in some room or cube, which is in building, which is in some city, some state, some country, well you get the picture.
Hierarchal Relationships: Things that exist between one more objects. An example would be a parent an child. Child is a product of the parent.
Root: is the start or the beginning of something. An example lets get to the root of the problem.
Node/Element: Basically an item of some sort. Your keys are elements of your key chain.

Let’s Get Started

The for-each tag is used to loop through and xml document. An xml document always has a root node or starting node (see bold green). All xml documents have heirachal relationships. In the example below we can see the following: an Employee is a child of dept and dept is a child of corporation. Every employee, dept and corporation have elements and these elements are typically unique to them (hence the coloring scheme).

Cont...Please scroll through

Monday, October 22, 2007

BI Publisher: Bursting - How to resolve pruning issues

Andrew Papastefanou for South Africa wrote:

Hi,

When bursting according to a specific location in my data, I find that I
cannot access fields outside the scope of the 'select' in the control file.

I have the following xml file:

My select request in my control
file tries to burst according to branches as follows:

DATA
_CONTROL_AREAS
__CONTROL_AREA
___CNAME
___BRANCHES
____BRANCH
_____DIVISIONS
______DIVISION
_______AGENTS
________AGENT


My report template however, needs to be able to display "CNAME" which is a node in the /DATA/CONTROL_AREAS/CONTROL_AREA section of data. Opening the generated report shows a blank space where the field 'CNAME' should be.

Is this information available when I use a 'select'
to somewhere inside the tree?
Or do I need to create a new template each
time to display the outer data?

I tried many XPATH combinations but was
unable to get that to work either.

Thanks in advance!

The two selects Andy was doing were as follows and in this order:
request select="/DATA/CONTROL_AREAS/CONTROL_AREA"
request select="/DATA/CONTROL_AREAS/CONTROL_AREA/BRANCHES/BRANCH"

The reason CNAME was not showing up in the xml was because it was pruned (removed) from the previous red select...There were a couple of responses on how to solve the issue. CJ (Chris Brown in the BI Publisher Forum) Suggested to add the CONTROL_AREA deeper in the xml at the same level with BRANCH. Not a bad idea, but there is a an easier way to solve this issue.

This alternative solution I came up with was to just switch the order like so:

request select="/DATA/CONTROL_AREAS/CONTROL_AREA/BRANCHES/BRANCH"
request select="/DATA/CONTROL_AREAS/CONTROL_AREA"

Now the only thing that will have gotten pruned will be everything from BRANCH. There is another solution for this issue as well.

Create two burst files and call the DocumentProcessor API in a java concurrent program. However, this solution could be considered excessive compared to previous mentioned ones.
Sample Call: DocumentProcessor dp = new DocumentProcessor(getBurstDirectory() + getBurstFileName(), getOutputDirectory() + getOutputFile() + ".xml", getOutputDirectory());

Now when you run into this issue, you can keep your cool and remeber that prunes are for old people.

Ike

Thursday, October 18, 2007

BI Publisher: Merge PDF's - Why would I ever want to do that?

When you first read that BI Publisher has the ability to merge PDF documents it's neat but you think, "I’ll never use that." Well not necessarily. Remember merging files together is new functionality in the EBS suite. Nobody knows that developers have this kind of power at there finger tips now. But it still gets a back to why would you ever want to do this. There are really two main reasons to merge PDF documents:

1. Automation
2. Desperate Content (documents in different systems)
Let’s just say you’re dealing with PDF attachments in EBS Suite. The business has requested that when there is an attachment they want it to be apart of some other standard document. Well, you can’t do that in reports6i with PDF’s but in BI Publisher this is a no brainer. You grab the blob, write out to file and then call the PDFDocMerger Utility.

Here’s a more long winded scenario. Your company works with hazardous materials. Some chemicals are so volatile that if there ever was a spill, having a MSDS (Material Safety Data Sheet) with the shipper/driver might be extremely helpful to authorities to resolve the situation quickly and safely. However you shipping personnel on the floor are just absolutely swamped and there is potential to miss that step. Well, the document merger might be nice tool solve that issue. Now the shipping personnel don’t have to worry about finding an MSDS on the system to give to the driver. This happens automatically based on some business logic coded in a concurrent program that generates a BOL and then finds a MSDS and merges the two documents before printing (Automation and Desperate Content). The shipping personal go right to the printer and pick up one document!

Normally, I would paste some sort of code snippet here. But the BI Publisher documentation for the PDFDocMerger API is really good and implementing it is very simple.

Good Luck!

Ike

Monday, October 15, 2007

BI Publisher: What the Lexical! Understanding why, when and how to use lexicals and bind variables correctly

Lexicals can be confusing for new developers. Lexicals & Bind variables are used in the following technology sets:

1. BI Publisher
2. Reports6i
3. SQL Scripts
4. PL/SQL

A bind variable is used for the assignment of value, a lexical is the literal value. The syntax is as follows for a bind variable :P_SEGMENT and the sytax for lexical is &L_WHERE_CLAUSE. Here’s how you would use the two of these in a query:

1. Select * from mtl_system_items where segment1 = :p_segment
2. Select * from mtl_system_items where &l_where_clause

Here are some neat tricks with lexicals and how they can be combined with bind variables. Below we can see that a lexical can contain a bind variable. This may seem confusing but it has major implications for the performance of your query.

Good:
l_where_clause := 'segment1 = :p_segment';

Bad:
l_where_clause := 'segment1 = '''p_segment'';

Appending segment1i s a bad idea because it causes a performance issue. Every time this query is parsed it needs to generate a new explain plan. So nothing gets cached. Where as the lexical with a bind variable is much better, because the statement gets cached.

The performance issue doesn’t really rear its ugly head until it gets in a production environment or this query is being executed in some sort of batch process.


That’s it, that’s all there is to lexical and bind variables.

Good Luck!

Wednesday, October 10, 2007

BI Publisher: Taking it to the next level part II (PL/SQL Tables)

You may find this useful if you read my previous article (PL/SQL Taking it to the next level). This is an excerpt of what I posted as a solution to a user in the BI Publisher forum who was going to create staging tables for a BI Publisher Report. There is no need to create staging tables anymore, your just creating more work for yourself and possible performance issues.

Hi All,I am creating a report, which first calls a procedure to populate the custom table and then it uses the custom table to create the report.My Question to you all is, is there a way to call a procedure
first and then call the table from BIP.Thanks,Madhavan G V

Here's my response:

whoa, whoa,whoa.

You should use a pipelined function. Then you can cast a pl/sql table as and actual table. It will save you a read and write to disk, plus the table objects, and there is no need to worry about commits, rollbacks and clean up. This is truly a godsend for reporting, however, because of the anonymity of pipelined functions nobody ever uses it, which is such a shame as it is one of the most powerful tools in pl/sql (it's not just for ETL). Below is some sample
code. What you can see is the ability to join on the table. Basically you could do counts, max, min, etc all in one shot versus creating a function, plus, it can be reused...
good luck,

Ike


Here's an example:

==================================
==Sample Query
==================================
SELECT
GMD_SPEC_TESTS.SPEC_ID
,GMD_SPEC_TESTS.TEST_ID
,GMD_SPEC_TESTS.TEST_METHOD_ID
FROM
GMD_QC_TESTS
,GMD_SPEC_TESTS
,table(vca_rm_spec_pkg.get_valid_tests_table(:p_report_type, GMD_QC_TESTS.TEST_CODE, GMD_QC_TESTS.TEST_DESC)) test_tab
WHERE
GMD_QC_TESTS.TEST_ID = GMD_SPEC_TESTS.TEST_ID
AND NVL(GMD_QC_TESTS.DELETE_MARK, 0 ) != 1
and GMD_SPEC_TESTS.SPEC_ID=:HEADER_SPEC_ID
and test_tab.test_code = GMD_QC_TESTS.TEST_CODE
and GMD_QC_TESTS.TEST_CODE <> 'QAPRV'
ORDER BY TEST_CODE


==================================
==package body
==================================
function get_valid_tests_table (p_report_type in varchar2, p_test_code in varchar2 , p_test_desc in varchar2)
RETURN test_tbl_undef PIPELINED
is
l_test_rec vca_rm_spec_pkg.test_rec;
begin
G_PROC_NAME :='get_valid_tests_table';
if p_report_type = 'SEARCH' then
if g_test_tbl.count <> 0 then
for i in g_test_tbl.first..g_test_tbl.last loop
l_test_rec := g_test_tbl(i);
pipe row(l_test_rec);
end loop;
end if;
else
--this is the summary, what comes goes out.
l_test_rec.test_code := p_test_code;
l_test_rec.test_desc := p_test_desc;
pipe row(l_test_rec);
end if;
return;
end get_valid_tests_table;

procedure set_valid_tests_table (p_test_code in varchar2, p_test_desc in varchar2)
is
begin
G_PROC_NAME :='set_valid_tests_table';
if g_test_tbl.count is null or g_test_tbl.count = 0 then
g_test_tbl(1).test_code := p_test_code;
g_test_tbl(1).test_desc := p_test_desc;
else
g_test_tbl(g_test_tbl.count+1).test_code := p_test_code;
g_test_tbl(g_test_tbl.count).test_desc := p_test_desc;
end if;
return;
end set_valid_tests_table;


==============================
==package spec
==============================
type test_rec is record (test_code varchar2(30),
test_desc varchar2(150)
);
type test_tbl_undef is table of test_rec;
type test_tbl is table of test_rec INDEX BY BINARY_INTEGER;
g_test_tbl test_tbl;

--returns a pl/sql table pipelined, query casts as table
function get_valid_tests_table (p_report_type in varchar2, p_test_code in varchar2, p_test_desc in varchar2)
RETURN test_tbl_undef PIPELINED;

--returns a pl/sql table pipelined, query casts as table
procedure set_valid_tests_table (p_test_code in varchar2, p_test_desc in varchar2); --return varchar2;

Thursday, September 27, 2007

BI Publisher: Converting Report6i reports - Pitfalls and Suggestions

Yes there are pitfalls! I have seen some questions in the bi publisher forum about converting all of a companies "existing report6i code" to BI Publisher. Don’t get me wrong the tool is a great, but like any tool it has some issues.

Here are some common elements as far as time is concerned for report development in general. These estimates are based my experience writing reports in the 11i e-business suite.

New Reports – From dev -->test -->production typically development time is about 40 hours.
Fixing an Existing report – If you’re lucky, 2 minutes but on average 5 about hours.
Converting/Copying an existing report 10-15 hours
Converting reports6i to BI Publisher
Small report 10 hours
Large report 20-40 hours, it can get ugly!


You may be asking yourself, what in the duce? How is that possible that converting a large report could take upto 40 hours? There are some bugs in the conversion tool. As example:

Reports6i:
Function get_item_no return char
Is
l_item_no varchar2(30);
Begin
Select item_no
Into l_item_no
From ic_item_mst
Where item_id = :item_id;

Return l_item_no;
End;

Conversion to PL/SQL:
Function get_item_no (item_id in number) return char
Is
l_item_no varchar2(30);
Begin
Select item_no
Into l_item_no
From ic_item_mst
Where item_id = item_id;

Return l_item_no;
End;

Data Template Issues
In the converted PL/SQL example you can see the problem in grey. Sometimes during the conversion the parameters end up having the same name to a joining column. Ouch, get_item_no will actually compile too (note: it really shouldn’t in "theory" since item_id is “technically” ambiguous). Now were left with a situation where that function will blow up 100% no matter where it’s called from. Some reports can have over 50+ functions. When this issue occurs you have to fix each query and narrow it down in the data template.

Format Template Issues
Another kind of nasty issue is caused by sloppy development in reports6i with srw.set_field(….). This "was" a way of changing the data on a field in the report format trigger. It’s a big no, no. Well, guess what, set_field never gets converted to the format template so we have to fix the issue manually. Something like this is really easy to slip through the cracks. Also, did I mention that all the logic in your format triggers to suppress fields or groups, change colors, fonts, etc doesn’t get converted as well? Now that will take some dev time!

Conclusion
The one thing to come away from this article is this: Don’t fix things that aren’t broken (it’s easy to say, hard to practice). It’s a lot of work to convert a large report and troubleshooting the conversion issues will cost you time and money. Also, expect to feel a majority of the pain in the format template conversion. Formatting is the number one challenge for any report!

When the conversion tool becomes a more mature product we can expect the conversion to be better and it “might” make sense to convert more of your organizations reports. The only justification for this would be either lower cost of support or a disappearing reports6i skill set in your organization/development community. With that in mind, if you don’t have a choice and you have to convert a report, the tool does a pretty good job and it’s better than nothing.

Tuesday, September 25, 2007

PL/SQL: Taking it to the next level.

Disclaimer: The PL/SQL Examples presented here are theory and will not compile. However there are plenty of resources from oracle on this subject.

Ever wonder how you could query a pl/sql table? Well there is a way to do this now, since 9i. You must define a function to be “pipelined.” This is one of the PL/SQL’s more powerful abilities, ironically, it’s rarely used, it’s relatively unknown in the PL/SQL Development community. If you talked to your top PL/SQL guru and said, "Hey man these pipelined functions could be really awesome for reporting." The response from your guru would be this, "How dare you feel my head with such vile and lonesome propaganda!"

Essentially, for report writers this opens up some doors that we haven’t ever thought about or wish we had when writing some really challenging reports. This really comes in handy when your working with tough data models. With pipelined functions there is no need for staging tables, long concatenated lexical’s or multiple functions.

While a function will only return one value, there is an exception to this rule which is a pipelined function which can returns n-values. The pseudo syntax for defining a function of that nature is below.


function get_valid_employee_table (p_dept in varchar2) RETURN emp_tbl_type PIPELINED
is
l_emp_rec emp_pkg.emp_rec;
begin
loop through some pl/sql table that you pre-populated in your before report trigger or the calling program
l_emp_rec := some_pl_sql_table;
if ..
--do something
pipe row(l_emp_rec);
elsif ..
--do something
pipe row(l_emp_rec);
else
--do something
pipe row(l_emp_rec);
end if;
end loop;
return;
end get_valid_employee_table;


Sample Call:

select *
from TABLE(emp_pkg.get_valid_employee_table(‘finance’) managers
where managers.employee_id in (select employee_id from employees)

The inside skinny: When, Where and Why

When:
1. You want to avoid a huge concatenated lexical variable in your where clause that will cause performance issues.

2. There is a need for staging table. Typically, with staging tables your already be storing the data in memory so why make the report transaction based. Note: Staging tables in reports are caused by a bad data model or unruly requirements….it can happen :-)

Where:
1. Code this in your pl/sql package.
2. Use it either for reporting (see when) or an ETL Process.

Why:
1. There is no need to create half a dozen functions, you can create a record and call one function and cast it as a table. Boom, you saved yourself some redundancy in your query and in PL/SQL
2. Writes to disk are eliminated, performance plus
3. No need to manage transactions in a report (ie commit/rollbacks into staging tables). Less complex report…
4. Complex calculations can be preformed in SQL natively
a. ad-hoc counts
b. group by
c. joins/outer joins to sql tables or even other parallel enable functions.
5. Technical this can be viewed as polymorphism. Since its code that is logical being represented as a table or view (yes can you put in a view) it can be queried n- possible ways with your limitation only being that of SQL and or PL/SQL. Think about it...


Send me a shout! Is there a mistake or would you like to comment about this article?

Thursday, January 25, 2007

About Me

This blog is a treasure trove of BI Publisher and all it's capabilities! Unique solutions and idea are presented in this blog about Format Templates, Data Templates, Bursting, BI Publisher Java API's, etc that you won't anywhere else but here.

About Me


Ike Wiggins has over 5+ years development experience with BI Publisher (since it's inception). I have developed over 40 BI Publisher reports and have extensive experience with the BI Publisher Java API's.

The reports that I developed have run in an International Environment (multilingual documents), North American environment, Oracle Portal and the Oracle Applications Framework (OAF).

I'm also the inventor and developer of the BIPublisherIDE, BIPublisherIDE OAF edition, and soon to come the BI Publisher ToolBox. These are integrated development tools for BI Publisher Developers. The tools and support are free and the source code is always available for custom development.