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Getting Started with BI Publisher

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Objectives

After completing this lesson, you should be able to do thefollowing: Log in to BI Publisher Browse the Catalog and view Catalog objects

Create a JDBC connection to the database Manage Catalog objects Create a simple report based on a sample data model Add layouts to the report

Save and view a report Analyze data by using Excel Analyzer

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Logging In to BI Publisher

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The Global HeaderCatalogOption

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Setting Account Preferences

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Defining a JDBC Connection

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Browsing the Catalog

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BI Publisher Repository Object Types

Folders Data models Reports Style templates

Sub Templates

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Viewing Reports

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Managing Repository Objects

Creating folders Other tasks against

Catalog objects:- Copying and pasting

- Renaming and deleting- Downloading/uploading

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Creating Reports: Workflow

To create a report:1. Open Report Editor.2. Select a (predefined) data model.3. Add a layout to the report.

4. Preview data by using a layout.5. Configure layouts.6. Set the report properties.7. Save and view the report.

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Steps 1 and 2: Opening Report Editor andSelecting a Data Model

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Step 3: Adding a Layout

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Step 3: Adding a Layout: Creating a Layout inLayout Editor

Insert Tab Table Tab

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Step 4: Previewing Data by Using the Layout

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Step 5: Configuring Layouts

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Step 6: Setting Report Properties

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Step 6: Setting Report Properties: General

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Step 6: Setting Report Properties: Caching

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Step 6: Setting Report Properties: Formatting

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Step 6: Setting Report Properties: Font Mappingand Currency

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Step 7: Saving and Viewing the Report

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Using Excel Analyzer Save the results of the report query to an MS Excel

spreadsheet. Log in to BI Publisher Enterprise from MS Excel to refresh

your data, apply new parameters, apply a template to thereport data, and publish a template for a report.

Access and run your reports from an MS Excel session.

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Summary

In this lesson, you should have learned how to: Log in to BI Publisher Browse the Catalog and view Catalog objects Create a JDBC connection to the database

Manage Catalog objects Create a simple report based on a sample data model Add layouts to the report Save and view a report

Analyze data by using Excel Analyzer

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Practice 3: Overview

This practice covers the following topics: Logging in to BI Publisher Browsing, viewing, and managing Catalog objects Creating a JDBC connection to the database

Creating a simple report based on a sample data model Adding layouts to the report Saving and viewing a report Analyzing data by using Excel Analyzer

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Quiz: Overview

This quiz examines your knowledge of the concepts discussedin the lesson.

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Quiz

The Data Model Editor enables you to create and edit datamodels based on various data sources such as SQL query, BI

Analysis, XML file, and many other data sources.a. Trueb. False

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Quiz

You use the General tab to set general characteristics of yoursession. These characteristics include report locale, UIlanguage, password, and time zone.a. Trueb. False