Student Faculty Information System

Below are links to the following BI Publisher (XML Publisher) instructional material:

1. Tutorials and step-by-step demonstrations on working with BI Publisher employing the SFIS Database.
   • You can also view these and similar documents on these pages:
   • BIP Templates page
     • BIP – Fields, Tables and Forms
     • BIP – Formatting
       • Calculations
       • Conditional Formatting
       • Formatting Fields in a Table
       • Formatting Dates
       • Repeating Data – Insert a Repeating Group
     • BIP – Pivot Table and Chart
2. Presentations and demonstrations from HEUG (Higher Education User Group), Oracle,  and other outside sources.  Additional resources can be found in the SFIS Blog on the Procedures ~ General Page.

 

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SFIS Tutorials

Below are links to Tutorials on working with BI Publisher using the SFIS Test Database.

NOTE:  Some screens in PeopleSoft may appear somewhat different, depending upon which browser you use.

TIP:  Take a look at the Report before opening the Lesson to see the final output formatting.

 

Lesson 1 – Create, Format and View a Simple Report – Using Sample Data (producing a query)

Lesson 1 – Report

• This tutorial assumes that you…
  • have security to create Data Sources
  • are familiar with creating queries
  • have downloaded the BI Publisher Design Helper
  • are acquainted with running Reports in PeopleSoft.

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Lesson 2 – Create, Format and View a Simple Report – Using Real Data (producing a query)

Lesson 2 – Report

• This tutorial assumes that you…
  • have completed BI Publisher Tutorial:  Lesson 1 – Create, Format and View a Simple Report – Using Sample Data
    
  • are familiar with creating queries
  • are acquainted with running Reports in PeopleSoft.
  • have downloaded the BI Publisher Design Helper

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Lesson T1 – Create, Format and View a Simple Report – with Sample Data (Using an Existing Query)

Lesson T1 – Report

• This tutorial assumes that you…
  • have at minimum BIP Power User security
  • are familiar with PS Query (you do not have to create a query for this Lesson)
  • have downloaded the BI Publisher Design Helper

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Lesson T2 – Create, Format and View a Simple Report – with Real Data (Using an Existing Query)

Lesson T2 – Report

• This tutorial assumes that you…
  • have completed BI Publisher Tutorial: Lesson T1 – Create, Format and View a Simple Report Using an Existing Query – with Sample Data
    
  • have at minimum BIP Power User security
  • are familiar with PS Query (you do not have to create a query for this Lesson)
  • have downloaded the BI Publisher Design Helper

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BI Publisher Template Builder for Word Tutorial – Annotated

This link is to an annotated version of an Oracle “quick tutorial” document to introduce the user to working with BI Publisher Templates.

• • The annotations are added to clarify some of the points and to bring the instructions into line with the version of BI Publisher installed at Wesleyan.
  • This tutorial uses files that were installed on your computer at the time that the Design Helper was installed. They can all be found under C:\Program Files\Oracle\BI Publisher\BI Publisher Desktop

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INSERT TABLE/FORM – Setup and Formatting

• A basic demonstration of how to make formatting changes in a template table

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SFIS Documentation with Demonstrations

OUTLINE – BI Publisher Outline of Steps for Report Developer Role:

This is a PDF  of a PowerPoint presentation of the most common steps utilized in setting up a BI Publisher report from the creation of the query to the publication of the report.The Basic Sequence is:

1.  Create a query
2.  Register Data Source * (only available to users with the Report Developer role)
3.  Create a template in Word
4.  Set up Report Definition – associate with Template
5.  Run, View and Save the BI Publisher Report

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DETAILED INSTRUCTIONS – Using BI Publisher with PeopleSoft Query for Report Developers:

This is a detailed document on how to use BI Publisher with PS Query.

It is divided into these main sections:

• BI Publisher Overview
• Installing Oracle BI Publisher Desktop
• How to Use BI Publisher through to the Query Viewer process or Query Report Scheduler
• Appendix A: Chart displaying access for Report Developer and Power User
• Appendix B: Links to other documentation

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HEUG Presentations and Related Documentation

 

• Making Templates for PeopleSoft Query Data using BI Publisher – UNT Health Science Center
• BI Publisher for Student Records (University of Nevada)
•  BI Publisher Course (Clackamas County)
• XML Publisher Tips for PeopleTools – 8.50 (Northrop Grumman Corporation)

 

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Oracle Presentations/Tutorials

 

• Oracle BI Publisher Demo Library
  •  This document contains links to brief Oracle recordings displaying the steps to perform the following formatting processes in BI Publisher Template:
    • Conditional Formatting
    • Formatting Dates
    • Formatting Numbers
    • Page Level Calculations
    • Page Breaks
    • Page Numbers
    • Shapes
• Creating PeopleSoft Reports Using XML Publisher (pdf file)

• Creating PeopleSoft Reports Using XML Publisher (on-line file)

• BI Publisher Template Builder or Word Tutorial – Annotated
  • This link is to an annotated version of an Oracle “quick tutorial” document to introduce the user to working with BI Publisher Templates.
    • • The annotations are added to clarify some of the points and to bring the instructions into line with the version of BI Publisher installed at Wesleyan.
      • This tutorial uses files that were installed on your computer at the time that the Design Helper was installed. They can all be found under C:\Program Files\Oracle\BI Publisher\BI Publisher Desktop

     

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