Agenda

BI Publisher: Tips, Tricks, and Programming to Build a Powerful Report - PART 2

Track: Technical and Reporting

Session Number: 9534
Date: Mon, Feb 27th, 2023
Time: 4:00 PM - 5:00 PM

Description:

BI Publisher allows users to design reports in Microsoft Word and populate the data in them through queries built in PeopleSoft. Although the fundamentals of building a BI Publisher report are often easy to comprehend compared to other technologies, users are often challenged with a few things when getting started, including:

1. Conceptualizing how queries should be broken down to make report design easier.
2. Grasping the use of tables and for/each loops within the BI Publisher Toolbar.
3. Simple layout tricks when designing the template.
4. Making use of programming code to build more powerful reports.

This presentation will go into a suggested methodology when brainstorming a sample BI Publisher report, followed by some step-by-step examples of utilizing the BI Publisher Toolbar. In the second half of the presentation, numerous examples of leveraging programming code will be covered, along with other tips and tricks as time permits.

This is Part 2 of a two-part series. Part 1 is session #9530.

This session is part of the Life Hacks Pathway.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Two-Part Series (2-60 min)
Cross Listed Areas: trk-1595, trk-1597, trk-1592, trk-1593
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Intermediate
Tell us about you!: -Over the years, after my presentations, I have assisted at least 30 Alliance attendees via email with questions they had about BI Publisher examples they were working through, using our previous Alliance presentation(s) as a "getting started" guide.

-Presented a 2-hour deep dive titled "Become a Connected Query & BI Publisher Expert in a Flash" at Alliance 2022.

-Presented a 1-hour virtual presentation titled, "BI Publisher Reports: Unlocking the Tricks & Treasures" at Alliance 2021.

-Presented a 1-hour virtual presentation titled, "BI Publisher in Grants Management: PI Summary and Other Reports, from Start to Finish" at Alliance 2020.

-Presented a 2-hour deep dive titled "Grant Reporting: Leverage BI Publisher and Connected Query to Increase Research Expenditures" at Alliance 2019, with many training materials provided to all attendees.

-Co-presented a 3-hour workshop titled “Anyone Can Design Reports Now: Hands-on with BI Publisher, Queries, and Connected Query” at Alliance 2018, with full training materials provided to all attendees.

-Co-presented one mini-session on BI Publisher at Alliance 2017, and also co-presented a webinar on BI Publisher for the Higher Education User Group (HEUG) in September 2017.

-Collaborated on development of BI Publisher invoice related to grants management. Independently developed many other BI Publisher reports, including a Principal Investigator Summary Report, a report detailing account breakdowns within each grant, and more.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Two-Part Series (2-60 min)
Cross Listed Areas: trk-1595, trk-1597, trk-1592, trk-1593
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Intermediate
Tell us about you!: -Over the years, after my presentations, I have assisted at least 30 Alliance attendees via email with questions they had about BI Publisher examples they were working through, using our previous Alliance presentation(s) as a "getting started" guide.

-Presented a 2-hour deep dive titled "Become a Connected Query & BI Publisher Expert in a Flash" at Alliance 2022.

-Presented a 1-hour virtual presentation titled, "BI Publisher Reports: Unlocking the Tricks & Treasures" at Alliance 2021.

-Presented a 1-hour virtual presentation titled, "BI Publisher in Grants Management: PI Summary and Other Reports, from Start to Finish" at Alliance 2020.

-Presented a 2-hour deep dive titled "Grant Reporting: Leverage BI Publisher and Connected Query to Increase Research Expenditures" at Alliance 2019, with many training materials provided to all attendees.

-Co-presented a 3-hour workshop titled “Anyone Can Design Reports Now: Hands-on with BI Publisher, Queries, and Connected Query” at Alliance 2018, with full training materials provided to all attendees.

-Co-presented one mini-session on BI Publisher at Alliance 2017, and also co-presented a webinar on BI Publisher for the Higher Education User Group (HEUG) in September 2017.

-Collaborated on development of BI Publisher invoice related to grants management. Independently developed many other BI Publisher reports, including a Principal Investigator Summary Report, a report detailing account breakdowns within each grant, and more.

Speakers

Primary Presenter
Christopher Pokorny
Manager, IT Services
Cleveland State University