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

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

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

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

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

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

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

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

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. 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. 12 .

a.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. 11 . Observe the available orders-list and customer-list. 10 . Click List of Values. 13 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click the Upload ( ) icon.8 . 31 . Click New > Sub Template from the global header. a. 9. Log in to the OBIEE (http://<host>:<port>/analytics) b.

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

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

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

15 . 35 . These entries are the import and call statements. a. Type or copy and paste the following code: <?call:Header?>. Just above the RTV code field. On the first line. You must have at least two entries to call your subtemplate. 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.xsb?>.14 . press Enter twice. b. b. a. Insert a blank header (Insert > Header > Blank).

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

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

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

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

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

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

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

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

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

the file is available at My Templates and Files on the D drive.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. Registering the Digital ID in the Oracle BI Publisher Administration Page 1 . secure location and. On the Administration page. Introduction Oracle BI Publisher supports digital signatures on Oracle BI Publisher reports delivered in PDF format. at run time. 48 . click Digital Signature. Before you can implement digital signatures with Oracle BI Publisher reports. you will learn how to configure Oracle BI Publisher server to use a digital ID file.Configuring a Digital Signature and Signing PDF Output Prerequisite Before completing this part. and how to attach the digital signature to a PDF output when you schedule a report. 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. sign the PDF output with the digital ID. Oracle BI Publisher server must have access to the location to which you copy this file. In this example. In this example. Oracle BI Publisher can access your digital ID file from a central. 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. under Security Center.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

17 . If the Notification tab is disabled in your instance. In this example. you don't have to define anything here. You can enter the email address configured to your mail server. 18 . 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.com. it is shown as user@localhost. 71 . a. Without a mail server set up. Click Submit.

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

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

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

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

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

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

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

The Upload Template File dialog box appears. In the Templates table. 79 . click the Upload icon. 8.7. The template manager window opens.

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

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

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

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

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

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

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

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

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

Navigate to My Account.United States. 89 . Change the BI Publisher Report Locale back to English . Verify once again that your default language is English by running the Balance Letter report again. Click OK. 11.10.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 .Home 112 . You can see the generated XML output. This concludes the example on creating multiple data sets.25 .Business Intelligence Enterprise Edition Oracle Learning Library . Summary In this tutorial.

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

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