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Exploring Advanced Features of Oracle BI Publisher
This tutorial contains the following sections: Purpose Time to Complete Overview Scenario Prerequisites Software Requirements Creating a Master Detail Report (Creating Detailed Summary Reports) Creating Reports with Consistent Look and Feel Using Subtemplates Digitally Signing and Securing PDF Documents Bursting Translating Reports Creating a Data Model with Multiple Data Sets Summary Resources

Purpose
This tutorial covers the advanced features of Oracle Business Intelligence Publisher (Oracle BI Publisher), such as configuring advanced report options, creating a Master Detail Report, scheduling a report to burst to a file location, and creating a report based on multiple data sources. This is an upgrade to the existing Advanced BI Publisher 10g Oracle By Example (OBE).

Time to Complete
Approximately 2 hours.

Overview
The Getting Started with Oracle BI Publisher OBE covered the regular features such as creating reports from various data sources, and also creating templates by using BI Publisher Desktop in MS Word. Oracle BI Publisher can also create Master Detail Reports, create reports from multiple data sources, burst the reports to a file location, and so on. This course provides step-by-step procedures to explore these advanced features of Oracle BI Publisher.

Scenario
Please download the folder provided with this OBE : My Templates and Files. You will use these files in the examples. You will be using some of the reports that are similar to the ones you created in the OBE "Getting Started with Oracle Business Intelligence Publisher". These reports are provided to you in the My Templates and Files folder. It is recommended that you should have completed the OBE mentioned above, installed the required software, and performed the other setup tasks listed in the "Prerequisites" topic. The assumption throughout this course is that you are familiar with the basic user interface and navigation of the Oracle BI Publisher.

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Prerequisites
To complete this tutorial, you should: Make sure Oracle BI EE 11g is installed Have access to or have installed Oracle Database 11g with database sample schema, such as OE Have access to the BISAMPLE schema that is included with the Sample Application for Oracle Business Intelligence Suite Enterprise Edition Plus. There are three options for accessing the BISAMPLE schema: 1. If you have already installed version 825 or V107 of the Sample Application, verify that you have access to the BISAMPLE schema and begin the tutorial. 2. If you are interested in downloading and installing the complete Sample Application, you can access it here on the Oracle Technical Network (OTN). Please note, however, that only the BISAMPLE schema is required to complete this tutorial. If you want to install only the BISAMPLE schema, proceed to option 3. 3. Click here to access the ForOBE.7z file, which has the 825 version of the BISAMPLE schema and installation instructions. Save ForOBE.7z, unzip, and begin with README FIRST.txt. Have "demo" and "BISAMPLE" data sources configured. This is covered in "Configuring the Data Sources" in the Getting Started with Oracle BI Publisher OBE. Create a Learn folder under My Folders if you don't have one. Create a BIP folder in your local drive D. If the local drive is named differently, then take care while creating the bursting query. This folder is used to deliver the report to burst to a file location. Download and unzip the file My Templates and Folders.zip available with this OBE.

Software Requirements
The following is a list of software requirements: Oracle BI EE 11.1.5 or later must be installed. Oracle Database 11.x version must be installed. Microsoft Office 2003 or later must be installed.

Creating a Master Detail Report (Creating Detailed Summary Reports)
In this topic, you will see a Oracle BI Publisher report having master-detail (parent-child) relationships between two data sets. The topic covers an example that demonstrates creating a new report with the readily available Data Model, which has two data sets: Customers and Orders. This data link (parent-child relationship) relates the results of multiple queries. This topic covers an example demonstrating the summarized details. This type of report is called a Master Details report or Summary Details report. You will also use an existing boilerplate template that already includes the required layout grid components (for example, Report Header/Footer, Name & Address sections, Chart & Table sections). You will create a new report with the existing Data Model, and use the boilerplate template. Creating a Master Detail Report

Creating a Master Detail Report
This example uses the Data Model Adv OBE - Order Entry.xdm. This topic will cover examining the data sets used by the Data Model, the parameters defined, and then creating a new report with a layout that is suitable for interactivity. You will create a Master Detail Report similar to the one shown below. This screenshot is edited to show you a flowing view of the entire report. This report uses a Data Model that connects Customers and Orders data, and links them together to get the detailed report.

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In this example, you will: Examine the Data Model (Adv OBE - Order Entry) that is used to create the report Create a Master Detail Report by using the Data Model Adv OBE - Order Entry Use the boilerplate template to provide flexible layout for the report 1 . Log in to the OBIEE (http://<host>:<port>/analytics)

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4 .2 . Click New>>Report on the global header.

) 5 .3 . You will need to upload this Data Model to the Learn folder. (This Data Model is available in the My Templates and Files folder. Navigate to the directory My Folders\Learn. and select Adv OBE . The Choose Existing Data Model dialog box appears.Order Entry Data Model.

Observe that the report is displayed as Untitled. Navigate to the Learn folder and enter Advanced OBE Master Detail Report in the Name text box. and parameters. The report editor appears when the Adv OBE-Order Entry Data Model is chosen. Take a closer look at each of the features of the Data Model to understand 6 .Click Open. a. Create a Learn folder if you don't have one. 5 . In the report editor window.Order Entry Data Model to examine the structure of the Data Model. its data sets. Click Save. This will take you back to the report editor. click Adv OBE . Click Save. b. 4 . because you are yet to save the report.

you might get an error while viewing the report. 6 . 7 . Note: If your data set is not set properly.the master-detail relationship/structure in the data. list of values. In the Data Model editor. Also. This example will demonstrate these sections. Please refer to the Getting Started OBE to set the demo data source for JDBC. You will take a closer look at each of these in the following steps. (in this example it is demo). Observe that the Default Data Source for the Data Model is demo. the Data Model is displayed with the defined data sets. and the parameters. This is one of the prerequisites for this OBE. examine the relationship between the parameters and binding variables in the SQL queries and the cascading LOVs.

and the contents. Click Data Sets>>Orders to observe the defined XML data set. 8 .. its structure. The example shows the data set as Orders (SQL type). 7 .

select the data set G_1. STATE.If you place your curser over the link highlighted in the screenshot above. State. The Element by Expression feature in the Data Model enables you to create complex elements in the report. Because this Data Model is a predesigned one. you will examine the properties for an existing/available element. and Zip. it will display the element link or join between the two data sets Orders and Customers. 9 . In the Data Model editor. you can see that a "CITY. This feature will give more flexibility to your report. a. 8 . c. Select the Properties option to open the Expression Editor dialog box. b. In this example. and ZIP" element is created by combining the data for City. Select the CITY_STATE_ZIP element and click the Actions menu.

'.If you are creating an element by expression. d.'. ').STATE_PROVINCE. concat(G_1.G_1. you will need to select the "Create Element by Expression" option in the Actions menu for the data set. G_1) window. This will take you to the Add Element Editor dialog box for the selected data set (in this example. Observe that the following Expression is stated: CITY_STATE_ZIP = concat(concat(concat(G_1. and Data Type. Display Name. In the element editor.CITY.POSTAL_CODE 10 . ')). examine the relevant Name.

You will see a few more examples of this in the following steps regarding order details. Similarly. 9 . Click OK. You can use the Data Model editor to aggregate data at the group or report level.e. 11 . Check the properties for the element Line_TOTAL in the Edit Properties window. you can use these Element by Expression features to combine various other data to create complex data items in the report.

The Expression is: LINE_TOTAL = PRICE*QUANTITY. This is done by dragging LINE_TOTAL from the Orders data set to the "Drop here for aggregate function" in the Customers data set. 12 . Observe that the the item CUST_TOTAL has Summary as the function.This aggregate function is also used to create CUST_TOTAL in the Customers data set.

Observe the available orders-list and customer-list. 13 . 11 . Click List of Values.Here are a few examples that illustrate the power and flexibility that the Data Model editor provides. Examine the parameters that are defined in the Data Model. 10 . a.

b. 12 . Click Return to get back to the report editor. 14 . This will open the layout editor window with the selected template. select Customer Orders > boilerplate template. In the report editor.

Please upload this template to your server as well. (File name: Boilerplates.Note: This template is provided to you in the My Templates and Files folder. Click Upload. select the Boilerplates.xdoz template that is available to you in the My Templates and Files folder. 15 .xdoz) To upload the boilerplate template: Navigate to Catalog > Shared Folders > Components and click Upload under the More option. In the Upload window. Observe that the uploaded template is displayed in the Shared Folders/Components folder.

Note: Highlight the existing text for the title in the template. In the layout editor window. the report is displayed with the Customer Orders boilerplate template. to allow for All and to multi-select for the Customer Name parameter). In this example. and type over it. The layout grid for Customer Name is included in the repeating section so that the report can display the customer orders under each customer's name. 14 . and change the title of the report to Customer Orders Summary Report.This template is available to you in the report editor window. This is to display orders for more than just one user (i.. Select the Title grid. The template has a repeating section for Customer Name. when you have to choose or define a layout for your report.e. 13 . 16 . the boilerplate template is Customer Orders. The title format is maintained.

Click Edit (the pencil icon) to select the element to group by in the repeating section. it is CUSTOMER_NAME. If you expand the repeating section. 17 . Click OK or Cancel to return to the layout editor. you will see that it contains the element CUSTOMER_NAME. In this example.

18 . This was created by adding the element by expression in the Data Model as explained previously. STATE. Drag the data items from the data set Customers in the left-side pane in this order. and ZIP. Insert the other details for the customer as shown in the screenshot. Recall how the element by expression for CITY_STATE_ZIP was created and observe how it is useful in creating a report now. STREET_ADDRESS CITY_STATE_ZIP COUNTRY_NAME CUST_EMAIL Observe that the Address section has a simplified field for CITY.15 .

observe that the ORDER_ID data is grouped to the left of the column. You can format the table display to suit your requirements. For the Order Details table. drag the data items from Data Source in the left-side pane in the order given below. Order_ID FRMTD_Order_Date Line_Item_ID Product_Name Quantity Unit Price Line_Total Note: As explained previously in the "Data Model" section. 19 . In this example. the data Line_Total is created as an element by expression.16 .

using the Column > Data Formatting > Currency option.Also. 20 . observe that the Unit_Price column is defined with Currency format.

You can use either the column indicators to place the data properly inside the layout. 21 . or you can also use Table Properties to set the column width.

17 . Add the data element CUST_TOTAL from the data source to the Chart table. You can add a chart to the layout. This example uses the CUST_TOTAL item. 22 . which is based on the Line_Totals data item.

18 .Use the Line Total and Product_Name data from the data source to create the chart. Name the layout Orders Summary. Click Save. 23 .

Click Interactive Preview > Interactive to preview the layout. Close the browser. 20 . 24 . The report is displayed in the Interactive Viewer browser.19 .

21 .Save the layout and click Return to return to the report editor. In the report editor view. save the report and click View Report. 25 .

and All for Order Numbers. The data is displayed based on the criteria you select in the report view. In this example Alexander Dheeraj is chosen for Customer Name. The screenshot is edited to display the wide and flowing screen view in one go.The report is displayed with the defined layout. 26 .

27 . For example.This concludes the topic "Creating a Master Detail Report. uploading it to the server." Creating Reports with Consistent Look and Feel Using Subtemplates This topic will cover creating a subtemplate. In this topic you will learn how to create an RTF subtemplate. and then using it to create a report with consistent look and feel. add a company logo to the header section of reports and other documents that you create using Oracle BI Publisher. and how to use it to generate reports with a common look and feel.

Type (or copy and paste) <?template:Header?> in the body of the document. You can include multiple template codes in the same subtemplate. and associate it with reports. Open a blank document in MS Word. Note: Header is the name of the code snippet (template) inside the subtemplate file. This topic covers creating a subtemplate in the RTF format. you will create an RTF subtemplate. In this example. Press Enter. 28 . Subtemplates can be in either RTF or XSL file format. 1 .Creating an RTF Subtemplate Creating an RTF Subtemplate A subtemplate is a capsule of formatting functionality that is defined once and used multiple times within a single RTF layout template or across multiple RTF layout template files. 2 . upload it to the Oracle BI Publisher server.

Remember to copy the . Insert the Oracle logo O_signature_clr.3 . Save the subtemplate as headerfooter. 29 .gif file into this folder.gif located in My Templates and Files. Format the title as you deem appropriate. too. You can use any GIF image relevant to your company or company logo. Press Enter. 4 . The RTF file should look similar to this: 6 . Enter My Employee Salary Report as the title and center the text. Type (or copy and paste) <?end template?> to close the Header template instructions. Press Enter.rtf in the Learn folder. 5 .

Type or copy and paste <?end template?> to close the Footer template instructions. Next. 30 . Type or copy and paste ****Confidential**** and center the text. Consider copying and pasting this code into the template. d. b. Save the subtemplate again. The RTF file should look similar to this: e. you will have to upload the subtemplate to the BI Catalog. Insert a page number and right-justify the page number. Note: Footer is the name of the subtemplate.7 . Type or copy and paste <?template:Footer?> in the body of the document. Format the footer as you deem appropriate. a. c.

Click the Upload ( ) icon. Click New > Sub Template from the global header. Log in to the OBIEE (http://<host>:<port>/analytics) b. 9.8 . 31 . a.

11 . The example shows the file being selected from the local folder. Select the subtemplate file headerfooter. and select English (United States) as the Locale. click Save. b. Accept the default Template Type. In the template editor window. c.rtf that you just created. a. a. 32 . Click OK.10 .

33 . In this example. Navigate to \Shared Folders\Sample Lite\Published Reporting\Reports and save your file as Header Footer Sub Template to the Oracle BIEE Catalog. c. If you are saving the subtemplates in a separate folder.b. then you must have access permissions between the folder containing the reports and the one containing the subtemplates. Click OK. you are saving the subtemplate in the same folder that will hold the report in which you will call the subtemplate.

Begin by opening the Manager Financials Report.12 . 13 . you will modify an existing RTF template (the main template) to call your subtemplate file. This folder is made available to you along with the OBE. The report will look like this: 34 . Next. This file is available in the My Templates and Files folder.rtf file.

14 . Just above the RTV code field. b. Type or copy and paste the following code: <?call:Header?>. press Enter twice. 35 .xsb?>. Insert a blank header (Insert > Header > Blank). 15 . Header Footer Sub Template is the name of the subtemplate on the Oracle BI Publisher server. type or copy and paste <?import:xdoxsl:///Sample Lite/Published Reporting/Reports/Header Footer Sub Template. You must have at least two entries to call your subtemplate. a. On the first line. b. a. These entries are the import and call statements.

16 .rtf in your Learn folder on your hard drive. Save the RTF file as My Financials For Sub Template. In the footer area. Scroll down to the footer area. 17 . enter the following code: <?call:Footer?>. Close the header and footer. 36 .

Next. 19 . click New > Report. In the OBIEE home. Select Salary Report Data Model and click Open.18 . you will create a new report that uses this RTF template. 37 .

20 . The Upload Template File dialog box appears. 38 . Click Upload in the report editor.

c. 39 . b. Browse to locate the main template file My Financials For Sub Template.21 . Enter My Main RTF in the Name text box. Click Upload. a. Select RTF Template as the Type and English (United States) as the Locale. d.rtf.

24 . Click Save. 40 . The template appears in the report editor. Click the View Report button. 23 . Save the report as My Financials ST Rpt in \Shared Folders\Sample Lite\Publisher Reporting\Reports.22 .

25 . The report is displayed. This screenshot is altered to fit the contents of the flowing screen in one go.

Digitally Signing and Securing PDF Documents
In this topic, you learn how to add a digital signature and to password-protect PDF documents. The following two topics are covered: Configuring PDF security options for a report Configuring a digital signature and signing PDF output reports Configuring PDF Security Options Configuring a Digital Signature and Signing PDF Output

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Registering the Digital ID in the Oracle BI Publisher Administration Page Enabling Digital Signature for a Report in Report Properties

Configuring PDF Security Options
PDF security settings control security options for PDF documents and they can be set at the server level or at the report level. Server-level PDF security settings apply to all PDF documents that you generate using Oracle BI Publisher. In this example, you will set PDF security options for a specific report to be published. PDF security settings at the report level are configurable in the Formatting tab of the Report Properties dialog box. 1 . Log in to the Oracle BIEE.

2 . Select the report that you created in the previous topic "Creating a Master Detail Report." Navigate through Catalog>>My Folders>>Learn>>Adv OBE - Master Detail Report. Click Edit.

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3 . The selected report is displayed in the report editor. In this example, the report is Adv OBE - Master Detail Report. Click the Properties button.

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Click the View Report link . Examine the server value settings for PDF Output. Click OK or Cancel to get back to the report editor window. At run time.4 . View the report in PDF format by choosing the PDF view as shown in the screenshot. Observe that the values for PDF security are null. they default to the server value settings. 44 . Select the Formatting tab in the Properties window. 5.

45 .6 . Click Edit Report to return to the report editor page. Click the Properties button. 7 .

8 . Enable PDF Security Disable document modification Disable printing b. click the Formatting tab to modify the following PDF output settings: a. Set a password for opening and modifying PDF output. In the Report Properties window. Set the following properties to True. 46 .

Click OK and click Save to save the modifications to the report properties. Adobe Acrobat prompts you for a password before opening the PDF document.c. You can observe the security settings for the document by selecting Security Settings to the left of the document. Click the View Report button in the report editor window. Verify that they match the PDF security settings that you selected in the previous steps. This time. 10 . 47 . Examine the PDF document permissions. 9 . Provide the password that you set in the previous step.

sign the PDF output with the digital ID. In this example. at run time. and how to attach the digital signature to a PDF output when you schedule a report.Configuring a Digital Signature and Signing PDF Output Prerequisite Before completing this part. You must copy the digital ID file to a secure location of the file system on the server that is accessible by the Oracle BI Publisher server. Introduction Oracle BI Publisher supports digital signatures on Oracle BI Publisher reports delivered in PDF format. under Security Center. Before you can implement digital signatures with Oracle BI Publisher reports. On the Administration page. Registering the Digital ID in the Oracle BI Publisher Administration Page 1 . you will learn how to configure Oracle BI Publisher server to use a digital ID file. In this example. click Digital Signature. Oracle BI Publisher can access your digital ID file from a central. 48 . the file is available at My Templates and Files on the D drive. you must copy the digital ID file JohnSmith. you need a digital ID obtained from a public certificate authority or from a private/internal certificate authority. secure location and.pfx (included with the setup files provided for this OBE in My Templates and Files) to a folder of your choice in the file system on the server. Oracle BI Publisher server must have access to the location to which you copy this file.

a.2 . Enter oracle in the Password field. In this example. 49 . b. it is shown as / My Templates and Files/JohnSmith.pfx. Enter the path to the digital ID file in the Digital ID File text field.

a. 50 .3 . Enable the roles that will have the authority to sign documents with this digital ID. Click Apply. b. Use the shuttle buttons to move Available Roles to the Allowed Roles list.

4 . Click Properties and then click the Formatting tab. All layouts assigned to the same report share the digital signature properties. Enabling Digital Signature for a Report in Report Properties After you register a digital ID file. The confirmation message is displayed. 2 . Observe that there is no value set for the digital signature location. you can use it to sign PDF output documents generated at run time when you schedule reports. The digital signature verifies the signer's identity and ensures that the document has not been altered after it was signed. navigate to the report My Folders/Learn/ Adv OBE . This example uses an RTF template. Click Edit to open the report for editing.Master Detail Report. You use the Formatting tab in the Report Properties dialog box to enable digital signatures for reports and to specify the position to place the digital signature on the completed PDF document. 1 . In the Catalog. 51 . Scroll to the PDF Digital Signature group of properties.

52 . Click OK. 4 . b. On the global header. a. Set the Enable Digital Signature value to True.3 . select Top Left. c. From the "Signature field location" drop-down menu. click New>>Report Job.

In this example the RTF layout name is Order Summary. and the Output format as PDF. b. In the Output tab. Select the edited report in the Learn folder for scheduling.5 . a. 53 . select the Layout as RTF.

the name of the job is Digital Sign. Schedule the report by selecting the Frequency as Once and the Run Now option. Submit the job. d. 54 . Provide a name. You will get a confirmation message after the successful submission of the job. In this example.c.

Digital Sign. navigate to My Folders > Learn. and select History. In the Catalog. 7 . Recall that the output format you have chosen while scheduling this report is PDF. Click Output1 under the Output and Delivery section.Master Detail Report. The Report Job Details window is displayed. select Adv OBE . Expand the More menu. 55 . Click the report job Digital Sign.6 . This will open the Report Job History window with the submitted job name.

8 . The scheduled report in the PDF format is displayed with the newly applied digital signature John Smith. 56 .

and view the Job History for the scheduled report. you will learn how to use scheduler diagnostics to check connections. and delivering the output to its specified destinations. In this topic. and delivering the documents to one or more destinations. Bursting Bursting is the process of splitting data into blocks.This concludes the topic on digitally signing a report. Reviewing the Scheduler Configuration: Scheduling a Report to Burst to a File Location: Reviewing the Scheduler Configuration: In this subtopic. generating the document. A single bursting definition provides the instructions for splitting the report data. generating documents for each block. you will use Oracle BI Publisher's Administration page to review the scheduler configuration. 57 . edit the Data Model for bursting a report to a file location.

1 . in the System Maintenance section. b. a. click Scheduler Configuration to examine the database connection. On the Administration page. Log in to Oracle BI Publisher and go to the Administration page. 58 .

2 . It should show the JNDI connection by default. a. Examine the Database Connection area. 59 . A confirmation message appears if the database connection is successfully established. The Scheduler Configuration page appears. Click Test Connection. Click the Scheduler Diagnostics tab. The Result area must show “passed” as indicated in the following screenshot. 3 . b. Review the results.

b. and then schedule this report to burst to a file location on your local hard drive. Prerequisite: You will need to create a folder under your local drive named BIP. This is the folder to which the reports will burst when you schedule the report to burst. 1 . a.Scheduling a Report to Burst to a File Location: In this subtopic. navigate to My Folders and select New > Folder. or the D drive as demonstrated in the example below. Enter My Bursting Model as the folder name and click Create. you will edit the existing Data Model. associate it to the Salary report in the available database. From the Catalog page. 60 .

61 .xdmz. a. Click Open. Navigate to My Templates and Files and open Salary Report Bursting Data Model. click Upload. In the Upload dialog box.2 . click Browse. This is a prerequisite. b. 3 . The My Templates and Files folder is made available to you when you start working on the OBE. This is a prebuilt Data Model. Select this new folder. In the Tasks pane.

Click Upload. 62 .4 . b.The Data Model appears in your new folder. a.

This is part of the data source configuration. The Data Model Editor is opened. a. Observe that "demo" is selected as the Default Data Source for the Data Model.c. Click Edit to edit the Data Model. 5 . b. 63 . Click the Bursting node in the Data Model pane. This will open the Bursting pane.

department_name KEY. 'SimpleRTF' TEMPLATE. Your output will be delivered to the folder specified in the bursting model. a. copy and paste this code: select d. The Data Model should look like this: 64 .c. 'PDF' OUTPUT_FORMAT. 'FILE' DEL_CHANNEL. Enter the following information in the Bursting panes: 6 . In the SQL Query pane below the Query Builder button.department_name || '. The Bursting pane expands and provides an additional definition d. In this example. 'en-US' LOCALE. d. Notice that the code includes the name of the template (SimpleRTF). 'D:\BIP' PARAMETER1. in the Bursting pane. it is BIP.pdf' PARAMETER2 from departments d b. 'RTF' TEMPLATE_FORMAT. Click the add icon area.

you can set up one or more bursting definitions. it is likely that each department will have delivery criteria determined by customer. The Delivery Query is a SQL query that you define for Oracle BI Publisher to construct the delivery XML data file. In this example it is D:\BIP.Here is a brief description of the bursting definition used in the example: Bursting definition is a component of the Data Model. to split a batch of departments by each invoice. The data set must be sorted or grouped by this element. In this example. Click New > Report on the global header. For example. It will also define the path to which the data will be delivered. After you have defined the data sets for the Data Model. When you set up a bursting definition. The query must return the formatting and delivery details. c. 7 . The Deliver By element: It is the element from the data that will govern how formatting and delivery options are applied. Click Save to save the Data Model. you define the following: The Split By element: It is an element from the data that will govern how the data is split. 65 . you may use an element called department_name. therefore the Deliver By element may also be department_name.

9 . Select Salary Report Bursting Data Model from your new folder and click Open. Click Upload.8 . 66 . The report editor window is opened.

c. 11 . Click Upload.rtf. In the Upload Template File dialog box. b.10 . Click Browse. Navigate to the My Templates and Files folder. enter SimpleRTF. Click Save and name the report "Salary Report for Bursting" in the My Bursting Model folder under My Folders. The dialog box should look like this: d. select SimpleRTF. and click Open. 67 . a. Select RTF Template as the Type and English (United States) as the Locale. a.

b. The Report Properties dialog box appears. Click the Properties button. a. The saved report with the name appears in the report editor window. 12 . 68 .

c. In the General tab in the Advanced area. Click Save in the report header. Click New > Report Job to schedule this report with bursting as the output option. Click OK. 13 .b. d. 69 . select the Enable Bursting check box and ensure that “Bursting 1” is selected from the drop-down list.

16 . 70 . select the “Use Bursting Definition to Determine Output & Delivery Destination” check box to enable bursting.14 . navigate to the My Bursting Model folder and select Salary Report for Bursting. On the Output tab. On the Schedule tab. select Frequency to report as Once and the Run Now option. Observe that the other options for output will be hidden when this check box is selected. On the General tab. 15 .

it is shown as user@localhost. Click Submit.com. 18 . You can enter the email address configured to your mail server.17 . 71 . If the Notification tab is disabled in your instance. In this example. you don't have to define anything here. Note: You will be able to use this option only if a delivery channel is set up in your environment. this option will be disabled. a. Without a mail server set up.

b. a. Observe that your job has completed successfully. Name the scheduling job as Bursting2File in the Submit Job dialog box. 19 . 72 . b. Click the Job History link. select the Salary Report for Bursting report. and then click Submit. From the Catalog. You can click Report Job to view the details. The Report Job History for the recent schedule job Bursting2File is listed as successful.

73 . and so on. It will show all the document outputs and related information like where they are delivered.Expand the Bursting2File node in the Output Name column. split-by field.

Navigate to the BIP folder and review the contents displaying the burst reports at the specified location.20 . it is the BIP folder that you have created as part of the prerequisite. 74 . In this example.

You will use the Balance Letter.a file in XML format that includes the translations in the target language of all the text strings included in the "Base" template Translating reports by using an XLIFF file enables you to extract the translatable strings from a single RTF-based template (including subtemplates and style templates) or a single Oracle BI Publisher layout template (. (URL: http://localhost:7002/analytics. Use your credentials to log in. and creating translation files by using Oracle BI Publisher Enterprise.rtf. Log in to Oracle BIEE. EXCEL. BI Publisher creates an XLIFF file that contains the strings. (1) A localized template . you need to generate translated invoices to send to German and Japanese customers. please check and make sure you are logging in to the Oracle BI EE). Translating by Using a Localized Template Translating Reports by Using an XLIFF File Translating by Using a Localized Template While working on this topic. Use this option when you need only the final report documents translated." is provided with the OBE as an attachment. The host could be different for your instance.The steps above demonstrated the scheduling of a report to burst to a file location. When you extract the translatable strings for a catalog or template translation. This topic covers examining the options for translating the reports. The example begins with examining the report in the default English template (Balance Letter. This template "Balance Letter French.rtf template while working on this example. PDF. the assumption is that you already have an RTF file that is translated into French.xpt file). 75 . XPT. Translating Reports Oracle BI Publisher supports two types of translations. 1. For example.a separate template file (RTF. Template translations: There are two methods for template translations. this file can then be translated and uploaded back to Oracle BI Publisher and assigned the appropriate language code. Then you are going to add a French (localized) version of the RTF template to this report to view the report in French. and so on) in the desired language (2) An XLIFF file . They are: Catalog translations: This enables you to extract the translatable strings from all objects contained in a selected Catalog folder into a separate file.rtf).

you need to upload a French RTF template. Observe that the report is using the default English RTF template. which can be applied on the same report. 2. Navigate to the Balance Letter located in \Shared Folders\Sample Lite\Published Reporting\Reports. 76 .. For this. Assume that you have a French customer to whom you need to send the report in French only. 3. Click Open.

4. 77 . Click OK. Navigate to “My Templates and Files” and open Balance Letter French.rtf.

Navigate to the Balance Letter located in \Shared Folders\Sample Lite\Published Reporting\Reports. 6. The report editor appears. Get back to the Catalog window. 5. Click Edit.Examine the RTF file. Click the Properties link for RTF Template (the basic Balance Letter). You would need to build this translation file yourself or send it to a third-party vendor for translation. 78 .

In the Templates table. The template manager window opens. 8. 79 . The Upload Template File dialog box appears. click the Upload icon.7.

80 . select "rtf" as the Template Type and then select French (France) as the Locale. Navigate to “My Templates and Files” and select Balance Letter French.rtf. 9. and click Open. Click OK. After selecting the RTF file.Browse to locate the localized translation file.

then it uses the default (in this case. The localized template appears in the Templates table.France. On the Oracle BIEE home page.10. Oracle BI Publisher automatically selects the appropriate template based on the user's locale. Click Save and then click Return. If one doesn't exist. Click the BI Publisher Preferences tab and change Report Locale to français . You can keep the Default template set to English. The My Account dialog box appears. English) template. 81 . 11. click My Account. You just need to change the Locale to French in the user preferences of the report. 12.

navigate to the previously edited Balance Letter and click Open to run the report. Log back in to the Oracle BIEE.Click OK and log out. 13. 82 .(URL: http://localhost:7002/analytics) On the Catalog page.

83 . Observe that the letter content is translated into French. The report appears in your browser window.14. Close the browser window.

This concludes the example of translating the report with a localized template. 84 . When you run the report again.United States from français . Click My Account and select the BI Publisher Preferences tab. it will default to the English version. On the Oracle BIEE home page. Change the Locale back to English . 16.France. change your BI Publisher Preferences back to English. Click OK.15.

Oracle BI Publisher creates an XLIFF file that contains the strings. you will use an XLIFF file that can be used to translate the Balance Letter. In this example. Select the default RTF template. 1. You then upload the translated XLIFF file back to the catalog or the individual layout and assign it the appropriate locale. 85 .rtf base template file from English to German at run time. Log in to Oracle BIEE. This file is located in the My Templates and Files folder. Click Open.Translating Reports by Using an XLIFF File This example shows how to use an XLIFF (. You can translate these strings or send the file to a localization provider. 2. It is the standard format used by localization providers.xlf) file for translation. XLIFF is the XML Localization Interchange File Format. When you extract the translatable strings for a catalog or template translation. Navigate to the Balance Letter located in \Shared Folders\Sample Lite\Published Reporting\Reports. The report is displayed.

3. 5.xlf. Select German (Germany) as the Locale. 86 . and open Translation German. The Upload Template File dialog box appears. click Upload. In the Translations table. 4. Browse to locate the translation file. The translation file appears in the Translations table. Navigate to My Templates and Files. Click OK.The template editor window displays the Translations table.

Click OK. Click the BI Publisher Preferences tab and change Report Locale to Deutsch . click My Account.Deutschland. On the Oracle BIEE home page. Click Save and then click Return.6. a. b. c. 87 . The My Account dialog box is displayed. 7.

From the Catalog page. 9. The report appears in your browser window. 88 . navigate to your Balance Letter and click Open to run the report.8. Observe that the content is translated into German.

11. Click OK.10.United States. 89 . Navigate to My Account. Verify once again that your default language is English by running the Balance Letter report again. Change the BI Publisher Report Locale back to English .

you combine data from multiple data sets from different data sources. Make sure BISAMPLE is set as a Data Source in the Oracle BI Publisher Administration Page. and then click Data Model. Excel files. and use them all to create a meaningful report. Note: The assumption is that you have installed the BISAMPLE schema from Sample Sales as mentioned in the "Prerequisites" section. This feature is very useful because you can pull the data into a single report based on multiple data sources. Creating a Data Model with Multiple Data Sets Oracle BI Publisher enables you to create a report from multiple data sources. Data sets can either be unrelated. On the global header. 90 . In the Data Model editor. In this example. Log in to the Oracle BIEE. in which three are SQL data sets. Creating a Data Model with Multiple Data Sets Creating a Data Model with Multiple Data Sets 1 . 2 . Web services.This concludes the example of translating a report with an XLIFF template. click New. the Data Model is created with four data sets. This topic will demonstrate how to create a Data Model with three to four data sets. HTTP feeds. or a relationship can be established between them using a data link. and other applications into a single XML data structure. and one is an XLS file. such as SQL.

Selecting a component in the left pane will launch the appropriate fields for the component in the Work area. The Data Model Editor is displayed with the Components pane on the left and Work pane on the right. it displays the properties for the data model. Set the properties as given below: Description: Multiple Data Sets Default Data Source: Select the BISAMPLE data source from the list. when you open a data model in the editing mode. By default.3 . Set the properties for this newly created data model now. 91 . 4 .

XML Output Options: These options define characteristics of the XML data structure. XML Tag Display: Upper Case 5. Select the "Include Parameter Tags" option when you want to use the parameter value in the report. The Save As dialog box is displayed. 92 . Click Save in the data model editor.

Now. In this example. In the Components pane of the data model editor. 93 .In the Save As dialog box. Select the data set type from the list to launch the appropriate dialog box. navigate to the Learn folder under My Folders and save it with the name Multiple Foundation Data. add data sets to this data model. 6 . b. Click New Data Set. select SQL Query. a. click Data Sets.

SQL dialog box appears.The Create Data Set . 94 .BI Server. a. Enter the name for this data set as Q1. b. Select and change the Data Source from the list of values to Oracle BI EE. 7 .

The Object Selection pane contains a list of objects from which you can build queries. Click the Query Builder button. The Query Builder has two panes. a. The Query Builder window is displayed. The selected objects appear in the Design and Output pane. They are the Object Selection pane and the Design and Output pane. Only objects in the current data are displayed.c. 8 . 95 . You will need to select the appropriate objects from the Object Selection pane in the left side of the Query Builder. Select the following objects from Sample Sales Lite. Observe that this example displays Sample Sales Lite objects.

Offices Orders Base Facts

b. Select the following data items in the displayed objects under the Model tab. From the Offices object, select the columns Office, Department, Organization, and Company. From the Orders object, select the columns Order Number and Order Status. From the Base Facts object, select the columns Revenue, Billed Quantity, Target Revenue, and Target Quantity. c. Click the Save button in the Query Builder. This will bring you back to the data set editor. Observe that the data selection is listed as SQL Query.

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d. Click OK. This will save the data set. The data diagram is displayed for the newly created data set Q1-BI Server as G_1.

9 . a. Click New Data Set to create another data set.

b. Select the data set type from the list to launch the appropriate dialog box. In this example, select SQL Query. The Create Data Set - SQL dialog box appears. c. Enter a name for this data set as Q2-TransDB. Observe that the Data Source for this data set will remain set to the default, BISAMPLE.

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d. Click the Query Builder button. The Query Builder window is displayed. Observe that the displayed data tables belong to BISAMPLE data.

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You can create relationships between these objects by creating a join. PROD_KEY= SAMP_REVENUE_F.OFFICE_KEY=SAMP_OFFICES_D.PROD_KEY SAMP_REVENUE_F. Select the following tables from the BISAMPLE data to get them to the Design and Output pane. A join identifies a relationship between two or more tables. you will create joins between the above three objects. Create the joins by selecting the following columns: SAMPL_PRODUCTS_D.OFFICE_KEY 99 . In this example.10 . You create a join by selecting the Join column adjacent to the column name for the selected object. The Join column appears to the right of the data type. a. SAMP_PRODUCTS_D SAMP_REVENUE_F SAMP_OFFICES_D b.

From the SAMP_REVENUE_F object. 100 . ORDER_STATUS. TYPE. select COMPANY. Observe that the selected objects appear in the query. and BRAND. select ORDER_NUMBER. LOB. Click the Save button. UNITS. d. DEPARTMENT. From the SAMP_PRODUCTS_D object. and OFFICE_DISC. select PROD_DSC. REVENUE. This will bring you back to the data set editor. From the SAMP_OFFICES_D object. Select the following columns in these joined objects.c. and CURRENCY. DISCNT_RATE. ORGANIZATION.

The data diagram is displayed for the newly created data set Q2-TransDB as G_2. Click OK.e. This will save the data set. 101 .

Click New Data Set to create another data set.the default data source BISAMPLE. The Create Data Set .SQL dialog box appears. 102 . Enter the name for this data set as Q3-Actual Sales. c. d. a.11 . Select SQL Query. The data source for this data set is the same as the Q2 . b.

"SAMP_REVENUE_F". "SAMP_REVENUE_F". "SAMP_REVENUE_F"."CURRENCY" as "CURRENCY"."PROD_KEY" and "SAMP_OFFICES_D". "SAMP_REVENUE_F"."SAMP_OFFICES_D" "SAMP_OFFICES_D".12 . sum("SAMP_REVENUE_F"."OFFICE_DSC" as "OFFICE_DSC" from "BISAMPLE"."PROD_DSC" as "PROD_DSC"."OFFICE_KEY"="SAMP_REVENUE_F"."OFFICE_KEY"."BILL_QTR_KEY" as "BILL_QTR_KEY"."SAMP_PRODUCTS_D" "SAMP_PRODUCTS_D"."OFFICE_DSC" 103 . "BISAMPLE". "SAMP_PRODUCTS_D"."CURRENCY"."PROD_KEY"."BILL_QTR_KEY". "BISAMPLE"."PROD_DSC". "SAMP_OFFICES_D"."UNITS") as "UNITS"."OFFICE_KEY" group by "SAMP_REVENUE_F"."BILL_MTH_KEY"."SAMP_REVENUE_F" "SAMP_REVENUE_F" where "SAMP_PRODUCTS_D". "SAMP_OFFICES_D". a. "SAMP_REVENUE_F"."BILL_MTH_KEY" as "BILL_MTH_KEY". Enter the SQL query exactly as given below: select "SAMP_REVENUE_F". sum("SAMP_REVENUE_F". "SAMP_REVENUE_F"."OFFICE_KEY" as "OFFICE_KEY"."PROD_KEY" as "PROD_KEY"."REVENUE") as "REVENUE". "SAMP_REVENUE_F". "SAMP_REVENUE_F"."PROD_KEY"="SAMP_REVENUE_F". "SAMP_PRODUCTS_D".

The query is processed and a data diagram is displayed for this data set as G_3. Click OK. 104 .b.

Excel dialog box appears. Select the data set type from the list to launch the appropriate dialog. 105 . The Create Data Set . b. Click New Data Set to create a data set from the local Microsoft Excel file.13 . a. In this example select Microsoft EXCEL File.

If the Excel file contains multiple sheets or tables. b. a. In this example. 16 . and then click Upload.xls. a. Enter a name for this data set as Q4-Target Sales. you will have to select the appropriate Sheet Name or Table Name for this data set. and the appropriate sheet name chosen is MNTH_TARGET_SALES. 106 . You will have to select the Data Source where the Excel file resides. 15 . Browse the file SAMP_TARGETS_BIPDEMO. Click the Upload icon . This file is available to you in the My Templates and Files folder. b. In this example. You will have to select the option Local to enable the Upload button. the Excel file has multiple sheets.14 . the data resides in a local MS Excel file.

107 . Click OK.17 . This data set is also added in the Properties pane.

Select the Create Link action. it b. The Create Link window is displayed with the available data for linking. and then click the Expand icon ( is OFFICE from the data set G_1. a. Link the data sets to define a master-detail (or parent-child) relationship between two data sets. 19 .Save the data model. a. 18 . Defining an element-level link enables you to establish the binding between the elements of the master and detail data sets. Select the data to be linked. You will need to define the individual data links now. 108 . In this example. ) in the element action menu.

A link between OFFICE and OFFICE_DSC for the two data sets G_1 and G_2 is created. 20 . 109 . select OFFICE_DSC from the data set G_2. Click OK. b.For this example.

Prod_key=G4.Prod_key_1 G3. This example has the following element-level links between the data sets G_3 and G_4.Office_key_1 G3. G3.Bill_MTH_Key_1 22 . Save the data model. you can create links for other data sets to suit your requirements.Bill_MTH_Key=G4. 110 .Office_Key=G4. Similarly.21 .

Click the XML icon in the global header. Now you are ready to run the XML output for this data model. Choose the appropriate number of rows for the display. 23 . 24 . it is "five. 111 .. In this example." Click Run.

Home 112 . Summary In this tutorial. You can see the generated XML output.25 . you have learned how to: Create a Master Detail Report Use subtemplates Configure advanced security options such as PDF security and digital signatures for reports Schedule and burst a report to a file location Translate reports Create a data model with multiple data sets Resources Oracle by Example .Business Intelligence Enterprise Edition Oracle Learning Library . This concludes the example on creating multiple data sets.

Credits Lead Curriculum Developer: Sindhu Rao Other Contributors: Kasturi Shekhar. Nikolas Psomas. Pradeep Sharma Copyright © 2011. Oracle and/or its affiliates. All rights reserved 113 .