bi publisher trainig
TRANSCRIPT
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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!!