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Bursting Reports from BI Publisher Enterprise

In our example. we will burst the Sales Rep Report document by sales rep and deliver to the email destination found on the sales rep record in the sales_rep table. it would not be a good idea to send the entire report to all sales reps. . Manager of Product Development.Bursting Reports from BI Publisher Enterprise By Brent Lowe. Instead we would only want to send sales reps the information that pertains to them. STR Software Bursting Bursting is the act of taking an entire report and breaking it up into logical sub documents for delivery. Figure 1: Bursting For our working example. Bursting allows us to break up the report into individual documents for delivery to individual destinations.

Figure 2: Setting up Bursting Create a new bursting definition by hitting the “+” icon and name the bursting definition ‘Burst by Sales Rep and Deliver’. 2.com 2 More from BI Publisher University .Delivery and Bursting with BIP11g © 2011 STR Software The bursting definition is set up on the data model for a report. Define the bursting criteria on the data model Associate bursting definition with report Define the Bursting Criteria on the Data Model To setup bursting. navigate to the data model and click on the Bursting node. however a report can only be assigned one of them. 1. www. Multiple bursting definitions can be defined in a data model. Setting up bursting is a two step process.strsoftware. Type should be set to SQL Query (the only option) and Data Source should be the data source we setup at the beginning of the exercise (Demo Sales Dashboard).

this field is the most logical choice for ‘Deliver By’. Because we want to split (or burst) the data by sales rep. choose: /SALES_DATA/TERRITORY/SALES_REP/REP_ID We are choosing this field.Delivery and Bursting with BIP11g © 2011 STR Software Figure 3: Add a New Bursting Definition Decide how the report is to be split using the ‘Split By’ field. choose: /SALES_DATA/TERRITORY/SALES_REP/REP_ID We are choosing this field because rep_id in the database is a unique identifier for a sales rep. Similar to the ‘Split By’ field. because rep_id in the database is a unique identifier for a sales rep. Splitting on this field will ensure that each document that is created from the entire report will only be for a single sales rep. Because our table structure allows us to determine email information by rep_id. Decide what value to go back to the database with to find the email information using the ‘Deliver By’ field. Because we want to determine delivery information by sales rep. this field will be pre-populated with the structure of the XML data created by the data template. www.com 3 More from BI Publisher University . This field will be pre-populated with the structure of the XML data created by the data template.strsoftware.

RTF. for example en-US Output format is the report output format. whether or not to save the burst output Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below Depends on the DEL_CHANNEL see below TEMPLATE LOCALE OUTPUT_FORMAT DEL_CHANNEL TIMEZONE CALENDAR OUTPUT_NAME SAVE_OUTPUT PARAMETER1 PARAMETER2 PARAMETER3 PARAMETER4 PARAMETER5 PARAMETER6 PARAMETER7 PARAMETER8 PARAMETER9 PARAMETER10 Figure 4: Information to Return in Bursting Query 1 Note. EMAIL.rep_id in order for BIP to find a match and use the rest of the information returned from this query. Remember that multiple templates can be applied to the same data model creating a different look and feel. For example. Locale is the template locale. This also becomes the name of the attachment when emailed. EXCEL The actual delivery method. PRINT. WEBDAV The timezone to use for the report The calendar type to use for the report Name that will be assigned to the output file in the report job history. 4 More from BI Publisher University www.com . This means that this column must return sales_rep. Template is the name of the layout template to apply. FAX. FTP. FILE. the majority of this information was taken directly from BI Publisher Help documentation. i.strsoftware.e. True or false. PDF. HTML.Delivery and Bursting with BIP11g Input a SQL Query that returns the following information for each sales rep 1 : © 2011 STR Software Column KEY Description This column must match the value returned by the ‘Deliver By’ field above. the Deliver By field is returning the sales rep id. In our example.

you must set this parameter to "true" to attach the pdf to the email.Parameter Parameter Parameter Parameter Parameter Parameter Channel 1 2 3 4 5 6 Email Email address cc From Subject Message Body Parameter Parameter Parameter Parameter 7 8 9 10 BCC Attachment Reply-To (true/false) Note that if your output format is pdf. Print Range Printer Printer Group Fax server Name Printer Number of copies Sides Tray Fax Fax Number Username Password Remote Directory Remote File Name Authorization Type WEBDAV Server Name File FTP Directory Server Name File Name Username Password Remote Directory Remote File Secure Name “true” to enable SFTP Figure 5: Specific Values for Specific Delivery Channels .

For example. Sales Rep A may want to have the report delivered via email in PDF format using a specific layout while Sales Rep B wants the same report delivered via Fax with the standard layout.strsoftware. bursting is an extremely powerful feature of BIP. the following query will be used: Figure 6: Bursting Query This query will return the following data for our Sales Reps: Sales Rep KEY TEMPLATE LOCALE OUTPUT_FORMAT DEL_CHANNEL TIMEZONE CALENDAR OUTPUT_NAME SAVE_OUTPUT PARAMETER1 PARAMETER2 Kent Brockman 1 Sales Rep Report en-US PDF EMAIL Null (use default) Null (use default) Kent Brockman. Having this information returned in a query means that individual sales reps can have different settings.Delivery and Bursting with BIP11g © 2011 STR Software Because this information is pulled from a database via a query.lowe@strsoftware.com 6 More from BI Publisher University . For the purposes of our example.pdf true brent.com www.

lowe@strsoftware. Figure 8: Enable Bursting on Report Parameters www. Remember.com Figure 7: Return Values from Bursting Query Once the query has been input (note no final semi-colon is necessary). The drop down beside ‘Enable Bursting’ allows you to select which bursting definition to use for the report. Associate bursting definition with report Now that the bursting definition has been setup. the bursting definition associated with the data model for your report will be selected in the ‘Advanced’ section of the report properties.strsoftware.Delivery and Bursting with BIP11g © 2011 STR Software PARAMETER3 PARAMETER4 PARAMETER5 PARAMETER6 PARAMETER7 PARAMETER8 PARAMETER9 PARAMETER10 brent.com 7 More from BI Publisher University . By default.lowe@strsoftware.com Sales Report for Kent Brockman Dear Kent Brockman. you can only use 1 bursting definition in a single report. Please see your sales report attached. save the changes. it must be associated with a report in order to be used. True brent. Edit the Sales Dashboard and Rep Report and view the Properties.

the output and destination input fields are hidden as all delivery information is expected to come from the bursting query.Delivery and Bursting with BIP11g © 2011 STR Software Scheduling a Report to be Burst To schedule a report to be burst. When this box is checked. Figure 9: Scheduling a Report to be Burst The results of the bursting should be individual documents for each sales rep. www. create a new Report Job and schedule as normal.com 8 More from BI Publisher University .strsoftware. except on the Output tab check the checkbox labeled ‘Use Bursting Definition to Determine Output & Delivery Destination’.

com 9 More from BI Publisher University .Delivery and Bursting with BIP11g © 2011 STR Software Figure 10: Burst Email Results Viewing the status of the job will also display the documents that were burst and the current status. not necessarily that the document was actually delivered. Note that as mentioned before.strsoftware. the status of Success is only an indicator that BIP handed off the document to the delivery channel. www.

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