Before getting started, familiarize yourself with the way BI Publisher handles reports. P6 populates its list of reports from the Report Definitions that load from BI Publisher's web services. When you need to create or modify a report, you will use BI Publisher. The documentation on BI Publisher will help you understand how it works. Before continuing with the following sections, learn about the following Report Definitions from the BI Publisher documentation:
- Data Model
- Writing SQL queries and data templates
- Parameters
- Include these types: Text, Menu, Date, Boolean
- Work with the "List of Values"
- Include different settings that you can set
- Templates
The graphic below will help you understand the basic flow between BI Publisher and P6.
BI Publisher Diagram
Item | Description |
|---|---|
| Log in with BIP Security admin credentials and impersonate a P6 user. |
| Connect to the P6 EPPM Extended Schema with the PXRptUser. The PXRptUser must be in the same instance as the admuser. |
| You can add many other data sources for reports. |
The data source you will work with to create reports will be the P6 EPPM Extended Schema database. Note that the Publication Services populate the tables and views used for reporting in the P6 EPPM Extended Schema. Configure and run the Publication Services before you run any report that uses the P6 EPPM Extended Schema. For more information on configuring Publication Services, see Working with Publication Services, Configuring Publication Settings in Services Settings, and Configuring Publication Services in Services Settings.
Note: Oracle recommends you use the P6 EPPM Extended Schema database for reporting. The Primavera Data Warehouse is an optional add-on component to P6 EPPM, which supports Analytics, third-party reporting tools, off-line analysis, and the consolidation of P6 data into larger corporate data warehouses.