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1 Creating a first report in BI Publisher 11g Url to access BI Publisher: http://host:port/xmlpserver It will prompt for username and password. Home Screen for BI Publisher First, we need to create a JDBC data source to make a connection to a source of data. To make a Data- Source, click on Administration button on upper right corner.

Bi publisher starter guide to develop first report

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reference guide to create first report in BI Publisher 11g

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Page 1: Bi publisher starter guide to develop first report

1 Creating a first report in BI Publisher 11g

Url to access BI Publisher httphostportxmlpserver It will prompt for username and password

Home Screen for BI Publisher

First we need to create a JDBC data source to make a connection to a source of data To make a Data-

Source click on Administration button on upper right corner

2 Creating a first report in BI Publisher 11g

Following Screen Appears

Under highlighted Data Sources tab select JDBC Connection

Following screen appears in that select Add Data Source

Fill in the desired data source name set connection string which requires hostname port no and sid

username and password to connect to source

3 Creating a first report in BI Publisher 11g

Specimen of data

Data source name test

Driver type as default if using 11g

Connection String jdbcoraclethinlocalhost1521orcl

Username test

Password test

Click on Test Connection If connection details are correct it shows following message

4 Creating a first report in BI Publisher 11g

After data source is created we need to create a Data Model Select New -gt Data Model

Following screen appears to configure data model

Set Data Source as the one that you created in above steps

5 Creating a first report in BI Publisher 11g

Setting up Data-Set

Provide the sql query for which you want to create the dataset

Click OK following screen appears

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 2: Bi publisher starter guide to develop first report

2 Creating a first report in BI Publisher 11g

Following Screen Appears

Under highlighted Data Sources tab select JDBC Connection

Following screen appears in that select Add Data Source

Fill in the desired data source name set connection string which requires hostname port no and sid

username and password to connect to source

3 Creating a first report in BI Publisher 11g

Specimen of data

Data source name test

Driver type as default if using 11g

Connection String jdbcoraclethinlocalhost1521orcl

Username test

Password test

Click on Test Connection If connection details are correct it shows following message

4 Creating a first report in BI Publisher 11g

After data source is created we need to create a Data Model Select New -gt Data Model

Following screen appears to configure data model

Set Data Source as the one that you created in above steps

5 Creating a first report in BI Publisher 11g

Setting up Data-Set

Provide the sql query for which you want to create the dataset

Click OK following screen appears

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 3: Bi publisher starter guide to develop first report

3 Creating a first report in BI Publisher 11g

Specimen of data

Data source name test

Driver type as default if using 11g

Connection String jdbcoraclethinlocalhost1521orcl

Username test

Password test

Click on Test Connection If connection details are correct it shows following message

4 Creating a first report in BI Publisher 11g

After data source is created we need to create a Data Model Select New -gt Data Model

Following screen appears to configure data model

Set Data Source as the one that you created in above steps

5 Creating a first report in BI Publisher 11g

Setting up Data-Set

Provide the sql query for which you want to create the dataset

Click OK following screen appears

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 4: Bi publisher starter guide to develop first report

4 Creating a first report in BI Publisher 11g

After data source is created we need to create a Data Model Select New -gt Data Model

Following screen appears to configure data model

Set Data Source as the one that you created in above steps

5 Creating a first report in BI Publisher 11g

Setting up Data-Set

Provide the sql query for which you want to create the dataset

Click OK following screen appears

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 5: Bi publisher starter guide to develop first report

5 Creating a first report in BI Publisher 11g

Setting up Data-Set

Provide the sql query for which you want to create the dataset

Click OK following screen appears

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 6: Bi publisher starter guide to develop first report

6 Creating a first report in BI Publisher 11g

To save click on Save and then XML button to its left to see xml data format(shown below)

On clicking Save it will ask you to save the data model at appropriate location This Data Model will be

used to create reports

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 7: Bi publisher starter guide to develop first report

7 Creating a first report in BI Publisher 11g

On clicking XML button following screen appears and follow step 12 and 3

We need to select ldquoSave As Sample Datardquo so that we can have graphical graphs and charts in reports

Now go to home screen select New -gt Report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 8: Bi publisher starter guide to develop first report

8 Creating a first report in BI Publisher 11g

Then select ldquoUse Existing Data Modelrdquo and select the data model that we created and saved earlier

Provide ldquoReport Namerdquo go through wizard and click Finish Following screen appears

Repeating sections repeat the components within the section of the layout based on the occurrence of an element in the data

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 9: Bi publisher starter guide to develop first report

9 Creating a first report in BI Publisher 11g

Select the element by which you wish to create group by Click ok

Now select chart from components tab

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 10: Bi publisher starter guide to develop first report

10 Creating a first report in BI Publisher 11g

Set the series parameters as desired by selecting attributes from left hand pane These attributes are the result derived from the data-set created above

Similarly select Data Table from Components tab

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 11: Bi publisher starter guide to develop first report

11 Creating a first report in BI Publisher 11g

Now we can drag and drop the attributes from the left hand pane into the data table section in the sequence you want and thus table is populated

After completion click on Save button in upper right corner and click on to see report

preview

12 Creating a first report in BI Publisher 11g

Report Preview

Page 12: Bi publisher starter guide to develop first report

12 Creating a first report in BI Publisher 11g

Report Preview