BI Publisher for PeopleSoft PeopleTools Ed 1 Course Overview

BI Publisher for PeopleSoft PeopleTools Ed 1 Course Overview

The BI Publisher for PeopleSoft PeopleTools Ed 1 course is designed to equip learners with the skills needed to effectively create and manage reports using BI Publisher within the PeopleSoft environment. This course covers the end-to-end process, starting with basic setup and moving through the creation of data sources, templates, and report definitions. Learners will gain hands-on experience in working with RTF and PDF templates, implementing sub-templates, and translating templates to meet global business needs.

By the end of the course, participants will be proficient in enhancing reports with rich text, using common templates, and applying additional RTF techniques such as connected queries and drilling URLs. Additionally, the course teaches how to run reports using PeopleCode, which is crucial for integrating reporting processes with PeopleSoft applications.

As a result, this course will help learners to deliver sophisticated and tailored reports, improve their PeopleSoft reporting capabilities, and ensure that their organization's reporting needs are met efficiently. The skills acquired will be beneficial for those looking to advance their careers in PeopleSoft development or administration.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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Classroom Training price is on request

  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that you can fully benefit from the BI Publisher for PeopleSoft PeopleTools Ed 1 course, please ensure you meet the following prerequisites:

  • Basic understanding of XML and XML schema
  • Familiarity with PeopleSoft PeopleTools, specifically with PeopleTools 8.5x or higher
  • Knowledge of general reporting concepts and tools
  • Experience with SQL and relational database concepts
  • Proficiency in using Microsoft Office Suite, particularly Word and Excel
  • Understanding of the PeopleSoft security framework for report distribution
  • Some experience with PeopleSoft Query and PeopleSoft Application Engine is beneficial but not mandatory

These prerequisites are designed to provide a foundation that will help you grasp the course material more effectively and maximize the value of your learning experience.

Target Audience for BI Publisher for PeopleSoft PeopleTools Ed 1

The BI Publisher for PeopleSoft PeopleTools Ed 1 course is designed for IT professionals focused on report development and data analysis.

  • PeopleSoft Developers
  • BI Report Writers
  • Data Analysts
  • IT Consultants specializing in PeopleSoft
  • PeopleSoft Functional Implementers
  • PeopleSoft Technical Administrators
  • Database Administrators managing PeopleSoft data
  • System Integrators
  • Application Developers
  • Business Intelligence Professionals
  • ERP Professionals/Users with a focus on reporting
  • IT Managers overseeing PeopleSoft implementations
  • Data Warehousing Specialists
  • Reporting Analysts using BI Publisher

Learning Objectives - What you will Learn in this BI Publisher for PeopleSoft PeopleTools Ed 1?

Introduction to Learning Outcomes and Concepts Covered

Gain expertise in BI Publisher for PeopleSoft PeopleTools, focusing on report design, data source management, template creation, security, and advanced reporting techniques.

Learning Objectives and Outcomes

  • Understand the process of setting up and managing the Report Manager and defining report categories.
  • Learn to create and register XML file data sources for use in BI Publisher reports.
  • Acquire skills in creating RTF templates, using pivot tables, and working with PDF templates for dynamic report generation.
  • Master the association of templates to reports, setting up report viewing security, and implementing PDF templates with digital signatures.
  • Learn to create and manage reusable sub-template definitions and utilize the content library for efficient report design.
  • Develop the ability to enhance reports with Rich Text Editor (RTE) features in BI Publisher.
  • Gain knowledge on using Oracle XSL Mapper for common template creation and maintenance.
  • Explore advanced RTF techniques including connected query data sources, time zone utilization, and drilling URL queries.
  • Understand how to run BI Publisher reports programmatically using PeopleCode and Application Engine.
  • Learn to burst reports to distribute content to various stakeholders based on data-driven criteria.


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