Events

BI Publisher Series

4 series · 23 modules · 5–40 min each · Learn at your own pace

The HEUG BI Publisher Series is a course made up of multiple on-demand video modules (5–40 minutes each) that allow you to expand your knowledge of BI Publisher, enhance your reporting capabilities, and learn at your own pace, in your own time, and on your own schedule.


Presented by top higher education professionals, these modules are packed with practical demonstrations, expert insights, and real-world examples that will help you build, customize, and optimize reports with confidence.

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Your Instructors
Chris Pokorny Headshot

Chris Pokorny

Cleveland State University
Manager, IT Services
Heather Duncan Headshot

Heather Duncan

University of North Carolina At Chapel Hill
HR Reporting Analyst
What You'll Learn
HEUG

BI Publisher 101

100 Series Topics

  1. What is BI Publisher
  2. Use Cases of BI Publisher
  3. Getting Started
  4. Creating Your First BI Publisher Report
HEUG

BI Publisher 201

200 Series Topics

  1. Creating RTF Templates
  2. Designing Template and Inserting Fields
  3. Repeating Groups & Conditional Sections
  4. Programming Fields
  5. Putting it all Together
HEUG

BI Publisher 301

300 Series Topics

  1. Improve Your Data in PS Query Expressions
  2. What is Connected Query?
  3. Setting Up a Connected Query in PeopleSoft
  4. Designing a BI Publisher Report With Connected Query in Word
  5. Programming Code in BI Publisher Reports
  6. Designing and Running a Connected Query BI Publisher Report
  7. Using Unions Instead of Connected Query
HEUG

BI Publisher 401

400 Series Topics

  1. Sub-Templates
  2. XLS Templates
  3. Emailing Reports
  4. Bursting Reports
  5. Cybermation
  6. Additional BI Publisher Properties & Accessibility
  7. Best Practices & Tips for BI Publisher
Insights from the Course Creators

This series is great for beginner and intermediates users of PeopleSoft BI Publisher, and even advanced users will likely pick up something new!  The modules guide you through creating a simple BI Publisher report from start to finish before moving into intermediate topics such as emailing and bursting the reports. Module 4 has a strong grab bag of topics with something for everyone from  sub-templates, XLS templates, coding examples, through tips and best practices. A valuable resource to learn how to start using or expand on current knowledge of BI Publisher.

Not only are there several BI Publisher examples demonstrated, the corresponding template and data files are provided for this workshop so you can gain hands-on experience. Additionally, Module 3 dives deep into the pairing of Connected Query with BI Publisher, along with some programming examples that make for a more powerful report, but are still easy to understand.

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