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Oracle BI Publisher for Beginners

Oracle BI Publisher for Beginners

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Published by dsuntew
Oracle BI Publisher for Beginners
Oracle BI Publisher for Beginners

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Published by: dsuntew on Nov 16, 2012
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Oracle BI Publisher for BeginnersOracle BI Publisher for Beginners
Oracle BI Publisher for BeginnersOracle BI Publisher for Beg
 
inners
TABLE OF CONTENTS
1.1. Logging In to Oracle BI Publisher............................................................................................................41.2. Creating new Folder..............................................................................................................................61.3. JDBC Connectivity............................................................................................................................6
1.4. Viewing the Report in XML format..........................................................................................................8
4.1.1 Creating new Report.....................................................................................................................................................84.1.2 Creating new Data Model..............................................................................................................................................9
1.5. Viewing the Report in Different formats................................................................................................11
4.2.1 Creating Default Template..........................................................................................................................................114.2.2 Viewing the output in Default Template .....................................................................................................................12
4.3 Creation of RTF Template......................................................................................................................13
4.3.1 Uploading the RTF Template.......................................................................................................................................214.3.2 Viewing the output in HTML format.............................................................................................................................21
5.1 Creating a e-text Template....................................................................................................................225.2 Uploading the eText Template...............................................................................................................235.3 Viewing the Output...............................................................................................................................24
6.1 Creating a new Report..........................................................................................................................246.2 Creating Query using Query Builder.......................................................................................................256.3 Creating a RTF Template using Table ....................................................................................................26
6.3.1 Publishing the template for a BI Publisher Report.......................................................................................................28
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Oracle BI Publisher for BeginnersOracle BI Publisher for Beginners
6.4 Creating a RTF Template for building Charts .........................................................................................30
6.4.1 Publishing multiple templates for a BI Publisher Report..............................................................................................306.4.2 Alternative method to upload a template...................................................................................................................33
6.5 Creating a RTF Template for building Pivot Table...................................................................................35
6.5.1 Publishing multiple templates for a BI Publisher Report..............................................................................................35
7.1 Creation of Summary Report.................................................................................................................37
7.1.1 Defining Data Model...................................................................................................................................................387.1.2 Creating and Uploading RTF Template........................................................................................................................38
7.2 Creation of Detail Report.......................................................................................................................41
7.2.1 Defining Data Model...................................................................................................................................................427.2.2 Defining Parameter.....................................................................................................................................................437.2.3 Creation of RTF Template...........................................................................................................................................447.2.4 Publishing the template for a BI Publisher Report.......................................................................................................46
7.3 Drilldown from Summary to Detail report...............................................................................................49
7.3.1 Inserting Hyperlink.....................................................................................................................................................497.3.2 Defining Parameter in RTF template...........................................................................................................................50
8.1 Creating a new Report.........................................................................................................................52
8.1.1 Creating a new Data Model.........................................................................................................................................538.1.2 Creating Query using Query Builder............................................................................................................................538.1.3 Creating Report Layout using BI Publisher Desktop in MS Word.................................................................................56
8.2 Creating a new Report with Grand Total.................................................................................................61
8.2.1 Creating a Layout.......................................................................................................................................................628.2.2 Creating a RTF Template............................................................................................................................................638.2.3 Uploading the RTF Template.......................................................................................................................................648.2.4 Viewing the Output.....................................................................................................................................................64
9.1 Creating a new Report with Default Parameter.......................................................................................65
9.1.1 Creating a new Parameter..........................................................................................................................................669.1.2 Viewing the Output.....................................................................................................................................................69
9.2 Creating a new Report with Parameter type-Text...................................................................................69
9.2.1 Creating a new Parameter..........................................................................................................................................699.2.2 Viewing the Output.....................................................................................................................................................72
9.3 Creating a new Report with Parameter type-Date...................................................................................72
9.3.1 Creating a new Parameter..........................................................................................................................................729.3.2 Viewing the Output.....................................................................................................................................................75
9.4 Creating a new Report with Hidden Parameter.......................................................................................75
9.4.1 Creating a new Parameter..........................................................................................................................................76
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Oracle BI Publisher for BeginnersOracle BI Publisher for Beginners
9.4.2 Viewing the Output.....................................................................................................................................................78
9.5 Creating a new Report with Parameter type-Menu & LOV........................................................................78
9.5.1 Creating a new LOV....................................................................................................................................................789.5.2 Creating a new Parameter..........................................................................................................................................819.5.3 Viewing the Output.....................................................................................................................................................84
10.1 Configuring the BI Publisher Scheduler................................................................................................8610.2 Scheduling a Report............................................................................................................................8910.3 E-Mail Server Configuration.................................................................................................................9210.4 Scheduling Report to deliver output via Mail........................................................................................93
11.1 Scheduling a report to burst to a file location.......................................................................................96
11.1.1 Bursting the Report to a shared Location..................................................................................................................97
11.2 Scheduling a report to burst to a e-Mail.............................................................................................101
11.2.1 Creating new Report...............................................................................................................................................10111.2.2 Bursting the Report.................................................................................................................................................10211.2.3 Viewing the Report.................................................................................................................................................103
1.Introduction
This document describes how to generate various types of reports using Oracle BI Publisher. Theoutput format for the reports can be designed using Microsoft word or Adobe Acrobat tools. Oracle BIPublisher allows creating reports from various data sources. The detailed steps for creating various reportsusing Oracle BI Publisher are discussed in detail in the forthcoming sections.
2.Installation of Oracle BI Publisher
Before starting, we need to have access to or must have installed the following:
Oracle Database 10g
Oracle BI Publisher 10.1.3.3 or above
Oracle BI Publisher Desktop
Oracle BI Publisher Desktop can be installed later by clicking the Template Builder Link in BIPublisher after logging into BI Publisher.
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