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.https://www.heug.org/communities/community-home/librarydocuments/viewdocument?DocumentKey=3f7e0903-7279-45c6-a0b1-a20db149aabe
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Copyright © 2026 Higher Education User Group, Inc.