Upload
returnasap
View
215
Download
0
Embed Size (px)
Citation preview
7/31/2019 BI Answer - Sanjay Joshi
1/13
7/31/2019 BI Answer - Sanjay Joshi
2/13
2
Step# 4 once you select all dimensions and filters. The screen may look like this. In the given
screenshot, I havent selected any filter so the Filters section is empty. However you could select one
by Ctrl+Select to place the filter in the screen. Click the view button to view how your request
output looks like. Save the below Requests, I have given as Report16_V1 name.
Step# 5 In the below screen I have selected [Ctrl+Select] Customer Name as Filter so it opens
Create/Edit Filter Dialog box. Here we can specify the Customer name as default filter.
Step# 6 Answer Query processed output
7/31/2019 BI Answer - Sanjay Joshi
3/13
3
Step# 7 Your Answer Request is ready now. we are going to convert it to BI Publisher. Open MS
Word and Click on Oracle BI Publisher Log On Screen.
Step# 8 Once your username and password get authenticated, you can see the below screen. SelectOracle BI from the Workspace Dropdown and select your BI Answer Request you created.
7/31/2019 BI Answer - Sanjay Joshi
4/13
4
Step# 9 Double click the file, it will open the SaveAs dialogbox.
Step# 10 Once file saved to the desired location, open BI Publisher.
Step# 11 Open the folder where you saved file[Report16_V1]. Click view button to view the file.
Step# 12 This will open the Report. Later I added the Customer Name as Filter so you can see the
customer name as dropdown filter. You can notice one thing the Template Dropdown is empty now.
7/31/2019 BI Answer - Sanjay Joshi
5/13
5
Well upload the layout and publish it in later screen shots. Select the Data in next dropdown and
click view to generate the XML file from Answer Request.
Step# 13 Click the Export button to export the XML file so that this XML could be used as source
to create Template.
Step# 14 Next Load this XML file as Data Source. Select Data -> Load XML Data. We are using
simple tabular format in our first example to make it simple.
Step# 15 Now well create the Template to Publish this report in a given Template format. Select
Table Wizard as given in screen.
7/31/2019 BI Answer - Sanjay Joshi
6/13
6
Step# 16 Select Table from the list and follow the steps given in screen shots
Step# 17 Select your desired columns from the list.
7/31/2019 BI Answer - Sanjay Joshi
7/13
7
Step# 18 Specify the Group by Option to group the Records based on Certain Criteria [i.e. Product
Category]
Step# 19 Select the sort criteria to order the records base on certain column.
Step# 20 Select what label you want to display to the business. The two rectangles say the Technical
Name Vs Business Name.
Step# 21 Once selected it may look like this.
7/31/2019 BI Answer - Sanjay Joshi
8/13
8
Step# 22 To preview the output select Preview -> RTF, this will prompt you to save the Template
before previewing it. The save the Template and give Demo_Report.rtf file name. The file can only
be in the rtf format.
Step# 23 The report output look like this in tabular format. In the advance tutorials well see how
to use custom complicated template.
Step# 24 Well Publish this Template so Business Users can see it in Dashboard.
Step# 25 Click Edit Click Report -> Data Model -> data. You can see the Default Data Source is
Oracle BI EE as opposed to any RDBMS.
7/31/2019 BI Answer - Sanjay Joshi
9/13
9
Step# 26 Now well upload this template and Business Users will see the report in this Template
format.
Step# 27 Select Upload Template -> Browse Select
7/31/2019 BI Answer - Sanjay Joshi
10/13
10
Step# 28 Once layout got selected its time to select the XML. Data File. Select Upload Sample
Data-> Browse and Upload and upload the XML file we saved last time[in Step #13].
Step #29 Name the Template Demo Report
7/31/2019 BI Answer - Sanjay Joshi
11/13
11
Step #30 View the report to make sure the uploaded template is working fine.
Step#31 Now well place the BI Publisher report in Dashboard and give final view to Business
Users. Log In to Dashboard.
Step#32 Select Dashboard Link.
Step #33 Drag and Drop Text to Specify the Heading Text.
7/31/2019 BI Answer - Sanjay Joshi
12/13
12
Step # 34 Select Text Properly to Write Heading in Bold This is an Example of BI Publisher
Report
Step # 35 Finally Drag and Drop the BI Publisher Report.
7/31/2019 BI Answer - Sanjay Joshi
13/13
13
Step # 36 Now you can Save the Dashboard and view the result in Dashboard.