BI Publisher Trainig

7/28/2019 BI Publisher Trainig

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TCS Internal

Business Intelligence PublisherTraining


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Contents

Contents for BI Publisher Training BI XML Publisher and Important Path

Accessing Business Intelligence Publisher

Navigating the Reports Repository

Creating Reports and Layouts

Defining the Data Model for Your Report

Building a Data Template

Creating an RTF TemplateAdministering BI Publisher

Audience

Developer, Initial Database knowledge required

Name of the author

Preeti

Sharma


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Installing BI Publisher and Important path

Oracle XML Publisher offers you the most efficient, scalablereporting solution available for complex, distributed environments.

Component - XML Publisher Desktop and the XML PublisherServerXML Publisher Desktop contains XML Publisher Template Builderfor Word which is required for generating RTF Templates.Advantage Browser basedAll the information related to Bi Publisher installed at yourapplication server is available in/oradata/oracle/BIPublisher/BI_Publisher_readme.txtStart Bi Publisher as

/oraapps/oracle/BIpublisher/oc4j_bi/bin/oc4j start &


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Accessing Business Intelligence Publisher

URL -http://Localserver:portnumber/xmlpserver/


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Navigating the Reports Repository and

Viewing a Report

The Reports home page displays two main reports folders.

Shared Folders contains the reports and folders you have been

granted access to based on your role

My Folders contains the reports and folders your administrator has

assigned to you and the reports you have created (if you have the BI

Publisher Developer or Administrator role).


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After Click on Report Folder

Change parameter values -

if the report includes parameters, these are

presented on the View page. To display the report with new parametervalues, enter the values and select View.

Change the report template - if multiple templates are available Changethe report template - if multiple templates are available.

Change the output type -

if multiple output types are available, select

the desired output type from the list and select View.

Export the report -

select the Export button to export the report to the

default application for its output type.

Send the report -

select the Send button to invoke the Destination

dialog. Select the delivery method (Email, Printer, Fax, FTP or WebFolder) and enter the appropriate information for your choice.

Note: To Send a report to the Printer or Fax, you must first change the

output type to PDF and select View. Then select Send.


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Creating Reports and Layouts

You must be assigned the BI Publisher Developer role or BI Publisher Administrator role to create or edit reports.

Creating a new report consists of the following steps:

Create the report in the desired folder on the Reports page.

Open the Report Editor.

Specify the general properties for the report.

Define the Data Model.

Your report data may come from a SQL query, an HTTP feed, a Web service, an Oracle BI Answers request, a file,an Oracle Discoverer Worksheet, or BI Publisher's data template.

Define the parameters that you want users to pass to the query, and define lists of values for users to selectparameter values.

Test your data model.

Design the layout template.

RTF template, load the data to the Template Builder for Word.

PDF template

Predesigned PDF form (such as a government form)

Flash template

e-Text template

Upload your templates to the Report Editor.

(Optional) Enable bursting.

(Optional) Add translations for your reports.


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Defining the Data Model for Your Report

BI Publisher requires XML data to publish reports. For getting XML data, most popular ways areData Template for Data Set and SQL Query and other options are also available.

SQL Query Steps Edit -> Data Model -> New -> Data Set. Select Type as SQL Query and also

select data source. Enter the SQL query. Data Template for Data Set Steps Edit -> Data Model -> New ->Data Set. Select Type as Data

Template. Enter the data template code directly in the Data Template text box, or copy and pastethe data template from another text source.

Data Template Consist of following Tags

-Contains Name, Description, Default package ad Version no.

- Contains name and data type of all the parameters for report

- Contains one or more sql statement.

- Contains a sql statement

- Contains one or more group for mapping with each query

- Contains group name and source query

- Contains element name for each value fromsql output.

Test your Data model.


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Adding Parameters

Select Parameters and then select the New icon to define parameters for the

report.

Enter a name Identifier and the Data Type (String, Integer, Boolean, Date, orFloat).

Enter a Default Value for the parameter.

Select the Parameter Type.

Click Save


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Bursting

Using BI Publisher's bursting feature you can split a single report

based on a key in the report data and deliver the report based on a

second key in the report data. Driven by the delivery key, you canapply a different template, output format, delivery method, and locale

to each split segment of your report. Example implementations

include:

Invoice generation and delivery based on customer-specific layouts

and delivery preference


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Enabling Report For Bursting

Open Report In Edit Mode.

Select Bursting under the report definition.

Select the Enable Bursting check box.

Select the Split By and Deliver By elements

Select the data source for the delivery XML.

Enter the SQL query to build the delivery XML


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SQL Query for Bursting (General Query)

select distinct

CUSTOMER_ID KEY, --Deliver By element

CST_TEMPLATE TEMPLATE, --Name of Layout Template to apply

TMPL_TYPE TEMPLATE_FORMAT, --Format of Layout TemplateCST_LOCALE LOCALE, -- Template Locale, en-US

CST_FORMAT OUTPUT_FORMAT,

CST_DEL_CHAN DEL_CHANNEL, -- Ex. Email, Fax, Printer

CST_EMAIL PARAMETER1, -- To, Printer Group

'[email protected]' PARAMETER2, -- CC, Printer

'[email protected]'PARAMETER3, --From, Number of copies

'Your Invoices' PARAMETER4, -- Subject, Sides

'Hi'||CUST_FIRST_NAME||chr(13)|| 'Please find attached your invoices.'

PARAMETER5, --Message Body,Trey'true' PARAMETER6, --Attachment, True/False

'[email protected]' PARAMETER7, --Reply to

from customers


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Adding Layouts to the Report

Refer slide 7 for Type of Layouts. Creating an RTF Template Prerequisites: Your report data model has been created and runs successfully.

Microsoft Word version 2000 or later and Microsoft Windows version 2000or later are installed on your client.

The Template Builder has been downloaded and installed on your client. Navigate to C:\Oracle\BI Publisher\BI Publisher Desktop\Template Builder

for Word\

Go to Word Doc -> Tools - Templates and Plug-in and Template Builderand click Ok. Load the XML data generated by your Data Model. Insert data fields into your RTF templates Insert tables, forms, charts, and crosstabs

Preview your template in multiple outputs Browse and update the content of form fields Validate your template Perform calculations on fields within the template Save This RTF Template file.


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BI Publisher Desktop

If BI Publisher Desktop is Installed on User Machine then they can accessTemplate Builder.


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Conditional Formatting in Layout

Insert the following syntax to designate the beginning of the

conditional area.

Insert the following syntax at the end of the conditional area:

.


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Features in Layout

If then else Statement

Choose Statements

For Each Row, Processing

Conditionally Highlighting Rows and Cell

Arithmetic Calculations

Sorting Using Variables

The Variable use a set and get approach. Use the following syntax to declare andset a variable value.

To get the variable value


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Adding Parameter to Layout

You can pass runtime parameter values into your template. These can then bereferenced throughout the template to support many functions. For example,you can filter data in the template, use a value in a conditional formatting block,

or pass property values (such as security settings) into the final document. Declare the parameter in the template.

Use the following syntax to declare the parameter:

Param@begin: is a required string to push the parameter declaration to the topof the template at runtime so that it can be referred to globally in the template.

The syntax must be declared in the Help Text field of a form field. The formfield can be placed anywhere in the template.


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Number Formatting to Layout

To apply a number format to a form field:

Go to Text Field Properties in RTF.

Open the Form Field Options dialog box for the placeholder field.

Set the Type to Number.

Select the appropriate Number format from the list of options.


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Uploading Template

Upload your layout template file : Return to your report definition in the BI Publisher Report Editor.

Select Layouts.

Use the Browse button to locate it in your local file system, then

select Upload. The template will now appear in the ManageTemplate Files region. You can upload as many templates as youwant to make available to this report.

Select the New icon to create the definition for the new templateEnter a Name for the layout definition. This name will appear in

the Template list on the View report page. Select the Template file from the list of uploaded templates to

correspond to this layout definition.

Select the appropriate template type: RTF or PDF.

Select the Output Format types to allow for this layout. Save the report and View.


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Drill Down Reports

Create a RTF with Hyperlink

Specify Complete path of report in Hyperlink

User can Pass Parameters in to hyperlink Drill report can be open in same window or new window.


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Scheduling Reports

To schedule a report:

Select the Schedule link.

Report Parameters (if applicable) - if the report definition includes parameters, selectthe desired values for this submission.

If this report is to be burst, select the Burst Report check box, under J ob Properties. Template - select the layout template to apply to the report. You can apply one

template per job submission. If you selected Burst Report, this option will not beavailable.

Format - select the output format. If you selected Burst Report, this option will not be

available. J ob Name - enter a name for your report run.

Report Formatting Locale


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Managing Scheduled Reports

Navigate to this page by selecting the Schedules tab, and then theSchedules sub tab.

View current schedules for your private, shared, and publicreports

Monitor the status of a submitted report

Delete a scheduled report

Suspend/Resume a scheduled report View the submission details


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BI Publisher System Maintenance

Report Repository :

Under Report Repository, select File System as the Repository Type. Enter the absolute Path. For example: /home/repository/xmlp Apply your changes and restart your BI Publisher application.

Server Configuration : Debug Level - Controls the amount of debug information generated by the system. It set to

Exception (the default setting), only error information is generated. If set to Debug, allsystem output is generated.

Report Viewer Height - sets the size of the report viewing frame in your browser. Enter a

value in pixels. The default is 600.

Report Scalable Threshold - sets the threshold at which data is cached on the disk. Whenthe data volume is very large, caching the data will save memory, but will result in slowerprocessing. Enter a value in kilobytes. The default is 10000000 (10 megabytes).

Output Formats - select the formats that you want displayed to the user by default for

every RTF template-based report. This server-level setting is overridden by the OutputFormat types selected in the report definition.


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BI Publisher System Maintenance Cntd.

Scheduler Configuration Database Type - Select your database from the list. After you make a

selection, the Database Driver Class field will automatically update with therecommended driver class.

Connection String - Enter the connection string for your selected database.Sample strings are provided in the database-specific sections that follow.

Username & Password - Enter the scheduler user you set up for yourdatabase. The user must have permissions to connect to the database and

create tables. Database Driver Class - When you select the database type this field isautomatically updated with the recommended driver. If you wish to use anotherdriver, specify it in this field.

Click Test Connection to ensure that BI Publisher can connect to the

database. If the connection fails, ensure that you have entered the fields asshown and set up your database appropriately.

Click Install Schema to install the BI Publisher scheduler schema to yourdatabase.


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Upload, Download Report

Go to Report Folder.

Click on report Icon and Click Download report. Save it.

Saved file consist of XDO and RTF. It will be a zip file. For uploading a report, go to the report folder, select upload report linkand browse the location and click upload.

Explicitly user needs to check for overwriting existing report.

Ad i i i BI P bli h


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Administering BI Publisher

Defining a Security Model

Defining a Local Super user

Allowing Guest Access


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THANK YOU!!

Documents

BI Publisher Trainig