Oracle BI Publisher 11g R1 Fundamentals Ed 1 (Activity Guide)

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2011, Oracle and/or its affiliatesฺ
ble
fe r a
ans
n - t r
a no
Oracle BI Publisher
) has eฺ 11g R1:
Fundamentals
l ฺ c om uid
m ai ent G
@ gActivitytuGuide
d
e z
u this S
y g
( r odr use
u e z e to
d r ig cens
Ro li
r i g o
R od
D68420GC10
Edition 1.0
June 2011
D73306
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Disclaimer
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
bl e
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
fe r a
Trademark Notice
an s
n - t r
owners. n o
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective
a
) h as ฺ
om uide
Authors
l ฺ c
Lea Shaw, Sindhu Rao
m ai ent G
Technical Contributors and Reviewers @g ud
e z S t
Timothy McGlue, Nikos Psomas, Pradeep
y g is Kasturi Shekhar
u K.thSharma,
r o dr use
(
This book was published using:oOracle Tutor
g u ez se t
o dri licen
o R
dr i g
Ro
Table of Contents
Practices for Lesson 1: Introduction to Oracle BI Publisher 11g............................................................. 1-1
Practices for Lesson 1: Overview............................................................................................................. 1-2
Practices for Lesson 2: BI Publisher: Technology and Architecture....................................................... 2-1
Practices for Lesson 3: Getting Started with BI Publisher....................................................................... 3-1

Practice 3-1: Signing In to BI Publisher and Setting Preferences............................................................... 3-3
Practice 3-2: Creating and Modifying JDBC Connections.......................................................................... 3-5
Practice 3-3: Exploring the Catalog and Viewing a Predefined Report ....................................................... 3-11
Practice 3-4: Creating a Private Folder .................................................................................................... 3-17
Practice 3-5: Creating a Simple Report Based on a Predefined Data Model and Adding Layouts to the Data Model.... 3-19
Practice 3-6: Using Excel Analyzer .......................................................................................................... 3-31
ble
Practices for Lesson 4: Using Data Model Editor to Create Data Models Based on a SQL Query Data Set ...... 4-1
fe r a
Practices for Lesson 4: Overview.............................................................................................................n4-2s
Practice 4-1: Opening the Data Model Editor and Creating a Data Model ..................................................
n - tra 4-3
a no
Practice 4-2: Defining a SQL Query Data Set ........................................................................................... 4-6
has..................................
Practice 4-3: Editing the Data Model to Add a Parameter and an LOV ...................................................... 4-13
Practice 4-4: Viewing the XML Output and Saving Sample Data for the Data)Model
Practice 4-5: Editing the Query Manually and Saving the Query with aoDifferent m i d eฺ 4-20
Practice 4-6: Creating a Report Based on the Employee Dataa G u

ilฺc........................................................
Name .............................. 4-22
Model
mWithin Report e n t 4-24
Practice 4-7: Configuring Parameter Settings for a Report g
@ DataSModel tudwith Salary Limitations ..................... 4-30
Editor ........................................ 4-28
e
Practice 4-8: Creating a Report Based on the Employee z
Practices for Lesson 5: Working with y g t h is
u Editor................................................................................
d r Layout
s e
5-1
Practice 5-1: Creating a z (roby Using

Practices for Lesson 5: Overview
t o u
............................................................................................................. 5-2
g u e Your
Layout
a Chart to s e a Basic Template ...................................................................... 5-3
o ri aicReport
Practice 5-2: Adding
dCreating en Layout with Repeating Sections............................................................... 5-45
Basic Layout ................................................................................... 5-30
Practice 5-3: l
R5-4: Creating a Layout with a Gauge and a Pivot Table ............................................................... 5-62
r i g o
Practice
d Practice 5-5: Creating a Boilerplate.......................................................................................................... 5-79
Ro Practices for Lesson 6: Creating RTF Templates by Using Template Builder......................................... 6-1
Practice 6-1: Exploring Template Builder and Creating an RTF Template from a Sample File .................... 6-3
Practice 6-2: Working with a Chart and a Pivot Table in an RTF Template ................................................ 6-17
Practice 6-3: Designing an RTF Template for a BI Publisher Report in Connected Mode ........................... 6-27
Practice 6-4: Building an RTF Template by Using the Form Field Method ................................................. 6-38
Practice 6-5: Reviewing a Report with Page-Level Calculations ................................................................ 6-44
Practices for Lesson 7: Working with Style Templates and Sub Templates ........................................... 7-1
Practice 7-1: Creating a Formatted RTF Template ................................................................................... 7-3
Practice 7-2: Creating a BI Publisher Style Template................................................................................ 7-14
Practice 7-3: Previewing Output by Using a Style Template ...................................................................... 7-18
Practice 7-4: Creating an RTF Sub Template ........................................................................................... 7-20
Practices for Lesson 8: BI Publisher Server: Administration and Security ............................................. 8-1
Practice 8-1: Defining a File Data Source................................................................................................. 8-3
Oracle BI Publisher 11g R1: Fundamentals Table of Contents

i
Practice 8-2: Reviewing the Permissions Assigned to the Default BI Publisher Users ................................ 8-6
Practice 8-3: Configuring the Email Server as a Delivery Option ............................................................... 8-9
Practices for Lesson 9: Scheduling and Bursting Reports...................................................................... 9-1
Practice 9-1: Examining the BI Publisher Scheduler, Scheduling a Report, and Viewing the Output ........... 9-3
Practice 9-2: Creating a Report for Bursting and Scheduling the Report to Burst to File Location ............... 9-14
Practices for Lesson 10: Performing Translations................................................................................... 10-1

Practices for Lesson 10: Overview ........................................................................................................... 10-2
Practice 10-1: Translating by Using a Localized Template ........................................................................ 10-3
Practice 10-2: Translating by Using an XLIFF .......................................................................................... 10-10
Practices for Lesson 11: Integrating BI Publisher with Oracle BI Enterprise Edition.............................. 11-1
Practice 11-1: Viewing Presentation Catalog Integration Details ............................................................... 11-3
Practice 11-2: Creating an Oracle BI Analysis .......................................................................................... 11-5
ble
Practice 11-3: Creating a Data Model and Report Based on an Oracle BI Analysis.................................... 11-12
fe r a
Practice 11-4: Adding a BI Publisher Report to an Oracle BI EE Dashboard.............................................. 11-17
an s
Practice 11-5: Creating a Data Model and Report Based on an Oracle BI Server SQL Query .................... 11-21
n - t r
n
Practices for Lesson 12: Creating Data Models and BI Publisher Reports Based on Other Data Sources.... 12-1 o
a
has eฺ
)
Practice 12-1: Creating a BI Publisher Report Based on an XML File........................................................ 12-3
c om uid
Practice 12-2: Creating a BI Publisher Report Based on an MS Excel Spreadsheet................................... 12-9
l ฺ
ai ent G
Practice 12-3: Creating a BI Publisher Report Based on External Web Services ....................................... 12-14
m
g tud
Practice 12-4: Creating a BI Publisher Report Based on HTTP (XML/RSS Feed) Data Sources................. 12-15
@
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

ii
Preface
How This Course Is Organized
This is an instructor-led course featuring lectures and hands-on exercises. Online
demonstrations and written practice sessions reinforce the concepts and skills introduced.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

iii
Related Publications
Oracle Publications
Title Part Number
Oracle Fusion Middleware Report Designer's Guide for Oracle E13881-02
Business Intelligence Publisher

Oracle Fusion Middleware Administrator's Guide for Oracle E13880-02
Business Intelligence Publisher
User's Guide for Oracle Business Intelligence Publisher Release E18861-01
11g
Oracle Fusion Middleware Data Modeling Guide for Oracle E21074-01
Business Intelligence Publisher (Oracle Fusion Applications
Edition) ble
fe r a
ans
Additional Publications
• System release bulletins n - t r
n o
• Installation and user’s guides a
• Read-me files
) has eฺ
International Oracle User’s Group (IOUG) articlesom
•
i l ฺ c G uid
• Oracle Magazine
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
r i g o
R od

iv
ble
fe r a
ans
n - t r
a no
Practices for ) as ฺ 1:
hLesson
om to e
idOracle
Introduction
l ฺ
i nt Gc u BI
a
m de 11g
@ gPublisher
tu1
e z s S
r y gu thi Chapter
( r od use
u e z e to
d r ig cens
Ro li
r i g o
R od
Practices for Lesson 1: Introduction to Oracle BI Publisher 11g

Chapter 1 - Page 1
Practices Overview
There are no practices for this lesson.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 1: Introduction to Oracle BI Publisher 11g

Chapter 1 - Page 2
ble
fe r a
ans
n - t r
a no
Practices for ) as ฺ 2: BI
hLesson
Publisher:
l ฺ c u ide
om Technology and
a i nt G
m de
gArchitecture
e z @ S tu2
y gu thi s
Chapter
r
od use
( r
z e to
u e
d r ig cens
Ro li
r i g o
R od
Practices for Lesson 2: BI Publisher: Technology and Architecture

Chapter 2 - Page 1
Practices Overview
There are no practices for this lesson.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 2: BI Publisher: Technology and Architecture

Chapter 2 - Page 2
ble
fe r a
ans
n - t r
a no
hLesson
e
m uidwith
oStarted
Getting l ฺ
i nt Gc BI
a
m de
@ gPublisher
tu3
e z s S
r y gu thi Chapter
( r od use
u e z e to
d r ig cens
Ro li
r i g o
R od
Practices for Lesson 3: Getting Started with BI Publisher

Chapter 3 - Page 1
Goal
To explore the BI Publisher UI and to create and save a simple report based on a sample data
model
Practices Overview
You log in to BI Publisher, browse the Catalog, and explore preferences. You create a JDBC
connection for a data source that you use throughout your practices and you modify a second
JDBC connection by using the Administration page. You create and save a simple report based
on a data model and add two simple layouts. You also view your report by using Excel Analyzer.
Time
20 – 30 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 2
Practice 3-1: Signing In to BI Publisher and Setting Preferences
Assumptions
You create a simple report based on a predefined data model, add layouts, and save the report
in your private folder.
Practice Overview
In this practice, you will log in to BI Publisher as a user with BI Administrator privileges. You
explore your preferences, browse the Catalog, and open a predefined report.
Tasks
1. Open BI Publisher. Enter the URL for BI Publisher in a browser window by using the
following format:
http://<hostname>:<port>/xmlpserver/. For example:
ble
http://localhost:7001/xmlpserver/.
fe r a
Your instructor can provide you with the correct URL.
ans
2. Sign in. On the sign-in screen for BI Publisher, enter the username and password for the
n - t r
n
user with BI Administrator privileges. In the classroom environment, the username is o
a
has eฺ
weblogic and the password is welcome1.
)
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. Click Sign In. When you sign in, the Home page appears.
4. In this step, you set your preferences. To set your Preferences, click the “Signed in as
<user>” link, and select My Account from the drop-down list.

Chapter 3 - Page 3
5. The My Account dialog box appears with two tabs: General and My Groups. The Password
tab will be enabled only when you are using BI Publisher Security. Review the settings on
these tabs, accept the defaults, and do not change anything—your lab environment uses
Fusion Middleware Security and already has all the appropriate settings.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g oNote: If you are running BI Publisher integrated with a Security Model other than BI
R od Publisher, these preferences may be inherited from the other security model and you will
not be able to change them.
6. Click Cancel.

Chapter 3 - Page 4
Practice 3-2: Creating and Modifying JDBC Connections
Practice Overview
In this practice, you create a JDBC connection for the OE schema (part of the Oracle database
in the classroom environment) and you modify an existing JDBC connection for Demo Files.
Assumptions
To perform the tasks in this practice, you should have:
• Administrative privileges
• Oracle Database 11g (or Oracle Database 10g) installed along with the sample
schemas, HR and OE, unlocked
• Oracle BI Enterprise Edition 11g installed (including Oracle BI Publisher 11g Enterprise
Edition)
ble
• All Oracle BI EE services and Oracle Database up and running
fe r a
ans
Tasks
n - t r
1.
no
Log in to BI Publisher (if not already logged in) as a user with BI Administrator privileges.
a
has eฺ
2. To define a JDBC connection, click the Administration link located on the right side of the
BI Publisher page.
)
l ฺ c om uid
m ai ent G
@ g tud
3. The Administration page appears. u z S sections available on the
eNote theisdifferent
g h
t in the Data Sources section.
ry Connection
Administration page. Click JDBC
o d s e
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 3 - Page 5
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u page
4. The Data Sources seappears. In the JDBC section, click Add Data Source to create a
r i e n
R od
JDBC connection
lic
to your database.
drigo
Ro

Chapter 3 - Page 6
ble
fe r a
ans
n - t r
a no
) has eฺ
5. On the Add Data Source page, enter the following details:
l ฺ c om uid
m ai ent G
Step Name
@ g tud Values
a. Data Source Name u z
e oe i(Enter
s S in lowercase.)
y g t h
b. Driver Type odr s e Select Oracle 11g. This is the driver type for the
z (r to u classroom database.
g e
u Driver seClass
c.
d r i
Database
c e n Enter oracle.jdbc.driver.OracleDriver.
R o l i This is a driver class for the classroom database.
o
rig d. Connection String Provide the database connection detail in the format
d
Ro < hostname>:<port>:<sid>.
Note: For your practice, the string should look like
this:
jdbc:oracle:thin@localhost:1521:orcl.
However, confirm these details with your instructor.
e. Username oe (database username. Enter in lowercase.)
f. Password oe (database user password. Enter in lower case.)
Your Data Source page should look like the following screenshot:

Chapter 3 - Page 7
ble
fe r a
ans
n - t r
a no
h
6. Do not click Apply or Cancel after defining the preceding details.
) asClickฺ Test Connection. If
m uappears
the connection is established properly, a confirmation message
o i d e directly beneath
c
i ฺ nt G
the Administration tab as indicated in the followinglscreenshot.
a
@ gm tude
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
RoApply when
7. Click li the connection is properly established. The data source appears in the
o
rig Data Sources table.
d
Ro

Chapter 3 - Page 8
8. Make sure that the default connection for demo also points to the OE schema in your
database because other practices will use this association. You can then use the demo
connection as the default data source for your labs. Click the link for demo.
ble
fe r a
ans
n - t r
a no
as ฺ
9. On the “Update Data Source: demo” page, enter the followinghdetails:
)
c o m uide
Step Name l ฺ
ai ent GValues
m
g Oracle d11g. This is the driver type for the
a. Driver Type
e z
Select
@ S
classroom tudatabase.
y g u this
o r use Enter
b. Database Driverd Class oracle.jdbc.driver.OracleDriver.
( r
z e to This is a driver class for the classroom database.
u e
c.
d r ns
ig ceString
Connection Provide the database connection detail in the format
R o li < hostname>:<port>:<sid>.
r i g o Note: For your practice, the string should look like

d this:
Ro jdbc:oracle:thin@localhost:1521:orcl.
However, confirm these details with your instructor.
d. Username OE (database username)
e. Password OE (database user password)
Your Data Source page should look like the following screenshot:

Chapter 3 - Page 9
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
10. Click Test Connection.
z (r If thetoconnection
u is established properly, the confirmation message
appears.
g e se
u thenconnection
11. Click Applyr i
d table.
when
c e is properly established. The data source appears in the
R
Data o
Sources l i
r i g o
d
Ro

Chapter 3 - Page 10
Practice 3-3: Exploring the Catalog and Viewing a Predefined Report
Overview
In the next few steps, you browse the Catalog and open a predefined report.
Tasks
1. Click the Catalog link on the global header. The Catalog page appears with the folders
displaying in a tree structure on the left pane and object details on the right.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Catalog objects, such as reports and data models, are organized into folders. Shared
Folders contain objects that can be used by others in reports, dashboards, and so on. My
Folders contains private objects. Note that Sample Lite is contained within Shared Folders.
Sample Lite is installed out-of-the-box.
2. Navigate to Shared Folders > Sample Lite > Published Reporting > Reports. Click the
Open link beneath the Salary Report (as indicated in the preceding screenshot).
3. The Salary Report runs and appears in a browser window.

Chapter 3 - Page 11
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t layout; in this example, the default layout is
The report data appears using
o d ry the sdefault
e
z (
Simple. All the predefined r to u
layouts for the report appear as different tabs.
Note: The SampleeLite folder e
i g
r ice
open and view
u n s contains a set of predefined sample reports and other Catalog objects. You can
.
o d any of
l
these reports
4. RSimple
The
ovalues
report contains two parameters: Department and Employee. By default, all
d r ig for both appear when the report first appears. Perform the following tasks:
R o a. Select different Values for Department, such as Sales or Purchasing; and similarly
select the Employees for these departments to view the data. The data in the report
appears according to your selections. Because these parameters are connected
(cascading parameters), when you select a specific Department, the Employees
belonging to that Department appear. Note that you can select a specific Employee.

Chapter 3 - Page 12
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
b. View the report by using any of the@ g tuformats.
supported d Click the View icon in the
Report Viewer and select any e
u z s S
of the formats, such as HTML, PDF, or RTF.
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 3 - Page 13
c. Click the other tabs to view the different styles of layouts associated with this data. For
example, click the Batch Manager Salary to view a financial style…
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai to view
n t G
@ g tude graphic representation.
…or if you prefer, click the Manager Summary a
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
r i g o
R od

Chapter 3 - Page 14
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 15
5. If you have time, review the “Revenue Budget Actual and Detail” reports as well.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 16
Practice 3-4: Creating a Private Folder
Overview
In this practice, you create a private folder in the Catalog. You will use this folder to save your
objects.
Tasks
1. Click the Catalog link and select My Folders.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
y g t h i
d r
2. Click New > Folder to create a new folder
e
under My Folders.
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro
3. The Create dialog box appears. Enter Learn in the Folder Name text box, and optionally,
enter a Description. Click Create.

Chapter 3 - Page 17
4. Your new folder appears in the Catalog folder tree and in the work area. All objects that you
create during your lab sessions (data models, reports, and so on) should be saved to this
folder except for the objects that you will add to your dashboard and the files that are stored
locally.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 18
Practice 3-5: Creating a Simple Report Based on a Predefined Data
Model and Adding Layouts to the Data Model
Overview
In this practice, you upload the Components folder and create a new report based on a
preexisting data model, add layouts, and save the objects to your Learn folder in the Catalog.
This Components folder contains BI Publisher boilerplate templates.
Tasks
1. Click the Administration link.
2. In the System Maintenance section, click Server Configuration. (You will learn about
Server Configuration in the lesson titled “Integrating BI Publisher with Oracle BI Enterprise
Edition.”)
ble
fe r a
ans
n - t r
a no
3. On the System Maintenance – Server Configuration page, ensure
) h asthatฺthe “BI Publisher
repository” text box contains the following path:
l ฺ c om uide
d:/bi/user_projects/domains/bifoundation_domain/config/bipublisher/
repository/.
m ai ent G
@ g tud
Your System Maintenance – Server
u z s S page should look like the following
eConfiguration
g h i
screenshot:
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 3 - Page 19
4. Click Upload to BI Presentation Catalog. A confirmation message appears in the upper-
right corner of the Administration page.
5. Click Apply.
6. Click the Catalog link on the global header and expand Shared Folders. You should now
see the Components Folder.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
7. On the global header, click New > Report. ma
i nt G
@ g tude
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro 8. Navigate to Shared Folders > Sample Lite > Published Reporting > Data Models, select
Salary Report Data Model and click Open.

Chapter 3 - Page 20
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t this page, you can create a new layout, upload a
o d ry e
appears.sFrom
9. The Create Layout page
r to u an RTF layout for your report. Notice that the Shared
predefined layout,zor(auto-generate
g e seboilerplate templates. When you uploaded the Components folder,
u contains
i
Templates area
r e n
od Templates
the Shared
R lic were added.
drigoIn the Upload or Generate Layout section of the page, click Upload.
Ro

Chapter 3 - Page 21
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r File tdialog
o u
template.ri g u e
10. In the Upload Template
s e box, enter Simple RTF Template as the name for the
o d navigatel i c en to “My Templates and Files” and select SimpleRTF.rtf, and click
o R
11. Click Browse,
r i
d 12.g Open.
Ro Click the Type drop-down list and select RTF Template.

13. Click the Locale drop-down list and select English (United Sates). The Upload Template
File dialog box should look like this:
14. Click Upload.

Chapter 3 - Page 22
15. Your layout for the report appears in the Report Editor. Click Add New Layout.
16. The Create Layout page appears. This time, select Blank (Portrait) under the Basic
Templates section to create a simple report layout.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
17. The Layout Editor appears. There are three panes on the left: Data Source, Components,
and Properties. A blank design pane appears on the right. The Data Source pane contains
the available data columns; the Components pane contains elements that you use to build
your report, such as Chart or Pivot Table; and the Properties pane, contains the attributes
relevant to the selected and active object within the design pane.

Chapter 3 - Page 23
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
Click Data Table on the Insert menu.
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
A placeholder for the data table component appears in the design area.
d
Ro

Chapter 3 - Page 24
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
18. Drag the Name column to the “Drop a Data
@ gItem tHere”
u d area.
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
The Name column and the corresponding data values appear in the data table.

Chapter 3 - Page 25
ble
fe r a
ans
n - t r
a no
) has eฺ
c o m uid
l ฺ
19. Add Salary, Job Title, and Department Name toi the data table.
a ent G Your table should look like
this: m
g tud
e z @ S
g u h i s
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
20. Click Save ( ). In the Save Layout dialog box, enter Default Layout as the name, and
click Save.

Chapter 3 - Page 26
21. The Layout Editor reappears. Click Preview > Interactive.
ble
fe r a
t r a ns
o n- sorting
The report appears in a new browser window. Notice the MS Excel–like interactive
n
and selection features in the Interactive layout. Close the Interactive a
Viewer.
a s
m ) h deฺ
i l ฺ co Gui
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
o li
r igoR
o d
R
22. Click Return.

Chapter 3 - Page 27
23. The Layout Editor reappears. Click Save ( ) to save the report.
ble
fe r a
ans
n - t r
a no
24. In the Save As dialog box, navigate to the Learn folder. In the Name text box, enter My
Salary Report, and optionally, enter a description. Click Save.
) has eฺ
l ฺ c om uid
25. In the Report Editor, click the “View a list” link to see the added layouts for the report as a
list.
m ai ent G
@ g tud
u e z s S
g h i
t various properties. Select the check box in the
d
26. You can configure the layouts
o ry by setting
s e
Default Layout column
z (r for the
t o u that you created and named Default Layout. Now,
layout
when you view
g u e
the
s e
report, by default, this layout will be used to show the data.
i
dr lice n
R o
r i g o
d
Ro
Click Save again.
27. Click View Report ( ).

Chapter 3 - Page 28
The report appears in a new browser window with the Default Layout tab displayed. ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 29
28. The Simple RTF Template (your other layout) is also available as a tab. Click the Simple
RTF Template tab and view the report.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 30
Practice 3-6: Using Excel Analyzer
Overview
In this practice, you use Analyzer for Excel to view a BI Publisher report.
Assumptions
You must enable macros to use the Analyzer for Excel in online mode. To enable macros, open
MS Excel and click the Office button > Excel Options > Trust Center > Trust Center
Settings > Macro Settings > Enable all macros. Click OK > OK. Exit MS Excel.
Tasks
1. Click the Catalog link.
2. Open the Salary Report. Navigate to /Shared Folders/Sample Lite/Published
Reporting/Reports and click Open. ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. Click Actions > Analyzer for Excel.

Chapter 3 - Page 31
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (rappears.
t o u
4. The Open dialog
g e box
se and click OK.
u Exceln(default)”You can either save or open the report. Select “Open with
i
MicrosoftrOffice
e
R od lic
drigo
Ro
5. If you receive the Welcome to BI Publisher window, select the “Do not show this dialog
again” check box and click OK.

Chapter 3 - Page 32
ble
fe r a
ans
n - t r
a no
) h as menu
Your report appears within a spreadsheet. Notice that a BI Publisher
ฺ is available from
the Add-Ins menu.
l ฺ c om uide
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
o l i
r igoR
o d
R
• When you access Excel Analyzer for the first time, you are prompted to install it—your
lab machines are already set up to use Excel Analyzer.

Chapter 3 - Page 33
• The report data rendered in MS Excel is the result of the report query that shows the
complete data set, with no layout or default filtering applied. You can now format the
data as you wish in MS Excel.
• If the report has parameters, the parameter names appear at the top of the worksheet,
but you must log in to BI Publisher from MS Excel to apply new parameter values.
• You can also use the Template Builder for MS Word to preview and analyze your data
within MS Excel.
6. Close MS Excel.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 3 - Page 34
ble
fe r a
ans
n - t r
a no
Practices for ) as ฺ 4: Using
hLesson
e
com G
DatailModel
ฺ uid to Create
Editor
g ma Models
Data e n t Based on a SQL
e z S tudData Set
@ Query
y g u this
( r odr use Chapter 4
u e z e to
d r ig cens
Ro li
r i g o
R od
Practices for Lesson 4: Using Data Model Editor to Create Data Models Based on a SQL Query Data Set
Chapter 4 - Page 1
Goal
To explore the BI Publisher Data Model Editor and to create and save data models based on a
SQL Query data set
Practices Overview
You create and save data models and reports based on a SQL Query data set.
Time
30 – 40 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 2
Practice 4-1: Opening the Data Model Editor and Creating a Data
Model
Practice Overview
In this practice, you open and explore the Data Model Editor and create a new data model.
Assumptions
You should remain logged in to BI Publisher and perform the steps contiguously.
Tasks
1. Choose one of the following ways to open the Data Model Editor:
• From the Home page: Create section > Data Model
ble
fe r a
ans
n - t r
n o
a
) has eฺ
• From the global header: New > Data Model ilฺc
om uid
m a ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od • From the Catalog page: New > Data Model
2. The Data Model Editor appears. This page is composed of two panes: Properties on the
right and Data Model on the left. Select oe from the Default Data Source drop-down list in
the Properties pane and optionally, add a Description. The Default Data Source points to
the oe schema in your database.
Chapter 4 - Page 3
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
3. Ensure that the Include
z ( r to u Tags check box is selected in XML Output Options.
Parameter
g u e thats“Include
Additionally, ensure e Empty Tags for Null Elements” and Include Group List
i
dr lice
Tag are deselected. n
R o
r i g o
d
Ro Note: You can set many options in the Properties pane, in addition to specifying a default
data source. For example, you can specify DB default package, DB fetch size (the data
engine’s default is 300), and XML output options based on what XML tags you require in
the resulting XML output. You can also specify the backup data source to be used when the
database (pointed to by your JDBC connection) is down.
4. Save the data model. Click Save As ( ), which is located in the upper-right corner of the
pane.
5. Navigate to the Learn folder that you created in the previous practice, and name your data
model EMP_DM. Optionally, enter a description, and then click Save.
Chapter 4 - Page 4
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 5
Practice 4-2: Defining a SQL Query Data Set
Overview
In this practice, you create a SQL Query data set.
Tasks
1. Select the Data Sets node in the Data Model pane on the left.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@
2. In the right pane, select New Data Sets >g tud
SQL Query.
e z
u this S
y g
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
3. In the Create SQL Data Set - SQL dialog box, enter EMP_DS in the name text box and then
click Query Builder.
Chapter 4 - Page 6
ble
fe r a
ans
n - t r
a no
4. The Query Builder window appears, displaying the oe schemahobjects
) as ฺin the left pane. Note
DEPARTMENTS and EMPLOYEES tables to addilthem ฺ com
the four tabs (links) on the right: Model, Conditions, SQL,
u idecanvas
and Results. Click the
a n t G
to the Model on the right.
@ gm tude
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
5. Next, define a join between these two tables as follows:
Step Instructions
a. Click the empty box to the right of the attribute type column for
DEPARTMENT_ID in the DEPARTMENTS table. The box turns gray.
Chapter 4 - Page 7
Step Instructions
b. Click the empty box to the right of the attribute type column for
DEPARTMENT_ID in the EMPLOYEES table. A fine line appears indicating that
a join has been created.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
6. Select the check box to the left of the following a i nfrom
columns t Geach table to select the
column: m
g tude
• DEPARTMENT_NAME from DEPARTMENTS
e z @ S
• FIRST_NAME, LAST_NAME, y g u t h i s
d r HIRE_DATE,
e and SALARY from EMPLOYEES
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro
7. Click the Results tab to view the query results and then click Save.
Chapter 4 - Page 8
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
g tuObserve
8. The Create Data Set - SQL dialog box reappears.
@ d that the SQL code is
u e
automatically created for you and is z
reflected
s S
in the SQL Query pane of the dialog box.
yg e th i
d r
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro
Chapter 4 - Page 9
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
9. Click OK tog e seset to the data model. The Diagram tab reappears with your data
u this data
r i add
e n
set.
R od lic
drigo
Ro
10. Save the data model.
Chapter 4 - Page 10
11. Change the names of the columns to make them user friendly. Click the double-headed
arrow ( ) next to DEPARTMENT_NAME and select Properties.
The Edit Properties dialog box appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 11
12. Delete DEPARTMENT_NAME from the Display Name text box and enter Department
Name.
ble
fe r a
ans
n - t r
a no
has eฺ
13. Click OK. Change the display names for each of the following columns:
)
l ฺ c om uid Value
Step Column Name
m ai ent G
a. FIRST_NAME
@ g tFirst
u d Name
u e z s S Last Name
b. LAST_NAME
y g t h i
c. HIRE_DATE odr s e Hire Date
( r o u
d. SALARY
g u ez se t Salary
i
dr lice n
o
R You can also use the Structure tab to change these names.
Note:
r i g o
d
Ro Structure tab:
14. Save the data model. Every time you make changes, you should save your work. You can
use the Save or Save As icons (to save your data model with a different name).
Chapter 4 - Page 12
Practice 4-3: Editing the Data Model to Add a Parameter and an LOV
Overview
In this practice, you add a parameter and an LOV to your data model.
Tasks
1. Next, add a bind parameter for the Department Name column. You can add a parameter by
clicking the Parameters node in the Data Model pane and completing the details for the
parameter or by using the Query Builder - Conditions tab. To edit the query by using the
Query Builder, select the EMP_DS data set and click Edit ( ); then click Query Builder
when the Edit Data Set dialog box appears.
2. Click the Conditions tab and in the Condition text box for Department Name, enter IN
(:P_DNAME). This creates a bind parameter, P_DNAME, on the Department Name ble
column. The “IN” condition allows the parameter to accept all or multiple values for the
fe r a
Department Name column.
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
z
e results.
3. Click the Results tab to view theuquery s SYou are prompted to enter a value for the
g h i
parameter.
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
4. Enter Sales and click OK.

5. The results appear.
Chapter 4 - Page 13
ble
Click Save. fe r a
ans
6. The Edit Data set dialog box reappears. Notice that your parameter is reflected in the SQL
Query pane. n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Click OK.
7. A message dialog box appears. Click OK.
Chapter 4 - Page 14
8. A confirmation message appears. Click OK.
ble
fe r a
ans
The bind parameter appears in the Data Model pane.
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
9. The next step is to create an LOV. Select List of Values in the Data Model pane.
Chapter 4 - Page 15
ble
fe r a
ans
n - t r
n o
a
has eฺ
10. The List of Values pane appears in the workspace on the right. Click Create a new list of
values ( ) as indicated in the preceding screenshot. )
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 16
11. In the List of Values table, enter the following detail:
Step Field Name Values

a. Name DepName
b. Type SQL Query
c. Data Source oe
The table should look like this:
ble
fe r a
t r a ns
12. Click Query Builder (
on- Name
) to define the query that returns Department
values for the LOV. The Query Builder appears. n
s a
a
) h deฺ
m
co Gui
i l ฺ
g ma dent
z u
@ ) Stotincrease
Note: Click the left arrow icon (
u e i s
the screen real estate on the
right.
d yg DEPARTMENT_NAME
rselect e th
13. Click DEPARTMENTS o
( r and
u s in the table.
ez se t o
g u
o dri licen
o R
dr i g
Ro
14. Click Save. The List of Values pane reappears with the query for the LOV reflected in the
SQL Query pane at the bottom of the page and the name in the Data Model pane.
Chapter 4 - Page 17
ble
fe r a
ans
n - t r
a no
15. Save your data model. ) has eฺ
l ฺ c
16. Next, you set the properties for the P_DNAME parameter omto useuthe
id LOV. Select
P_DNAME in the Parameters node of the Data a i nt G
g m Modeldepane.
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
17. Enter an asterisk (*) in the Default Value text box for P_DNAME and select Menu as the
Parameter Type.
Chapter 4 - Page 18
ble
fe r a
18. In the lower half of the Parameters workspace, select the following:
ans
Step Field Name -
Values or Actions
n t r
a. List of Values
a no
DepName
b. Multiple Selection hasbox.
Select the check
) eฺ
o m i d
c. Can select all
a i lฺc t Gu
Select the check box.
d. All Values Passed
g m Select
d e nthe option button.
e z @ Stu
y g u thisscreenshot:
The parameter should look like the following
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
19. Save the data model. Note that at any time, you can use the Save As icon to save the data
model with a new name.
Chapter 4 - Page 19
Practice 4-4: Viewing the XML Output and Saving Sample Data for the
Data Model
Overview
In this practice, you view XML output and save sample data for your data model.
Tasks
1. Click the XML icon ( ).
2. The XML Output page appears. Note that the parameter, P_DNAME,
defaults to “All” values and that you can change the sample size by
selecting a different number of rows to return. Click Run.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. From the Options menu, select Save As Sample Data. You must save
sample data so that you can view and test reports and layouts
properly.
Chapter 4 - Page 20
4. The Properties page reappears. Click Data Model and note that the sample data appears
in the Attachment section of the workspace.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
5. Save the data model.
Chapter 4 - Page 21
Practice 4-5: Editing the Query Manually and Saving the Query with a
Different Name
Overview
In this practice, you save your data model with a new name and then edit the query manually.
Tasks
1. Click Save As and name your data model EMP_DM1.
2. Edit the query and enter a condition directly into the SQL Query section of the Edit Data Set
dialog box. Select the data set, EMP_DS, in the Data Model pane and then click Edit.
ble
fe r a
ans
n - t r
a no
) has eฺ
c o m uid
The Edit Data Set dialog box appears. l ฺ
ai ent G
m
gCopy tand
Edit the SQL Query code as follows z @
(Hint:
S udpaste this code into your SQL Query
pane.):
g e
u this
y
dr use
select "DEPARTMENTS"."DEPARTMENT_NAME" as "DEPARTMENT_NAME",
( r o
u e z e to
"EMPLOYEES"."FIRST_NAME" as "FIRST_NAME",
d r c e ns
ig"EMPLOYEES"."LAST_NAME" as "LAST_NAME",
R o li
"EMPLOYEES"."HIRE_DATE" as "HIRE_DATE",
r ig o "EMPLOYEES"."SALARY" as "SALARY"
o d From "OE"."EMPLOYEES" "EMPLOYEES",
R "OE"."DEPARTMENTS" "DEPARTMENTS"
where
"DEPARTMENTS"."DEPARTMENT_ID"="EMPLOYEES"."DEPARTMENT_ID"
and "EMPLOYEES"."SALARY" >= 2500
The Edit Data Set dialog box should look like this:
Chapter 4 - Page 22
ble
fe r a
an s
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
3. Click OK.
o d ry se t
4. In the Data Model
z (r pane,
t o uselect P_DNAME and click Delete ( ).
g u
Click OK when e e
prompted
s to delete the parameter.
5. Similarly, i
dr delete c n
e the LOV, DepName.
o l i
R the data model.
r i g o
6. Save
d
Ro
Chapter 4 - Page 23
Practice 4-6: Creating a Report Based on the Employee Data Model
Overview
In this practice, you use the EMP_DM data model to create a default layout for a report by using
the Report Editor, and then you view the report by using Report Viewer.
Tasks
1. Click New > Report on the global header.
ble
fe r a
ans
2. In the Choose Existing Data Model dialog box, navigate to the Learn folder and select
n - t r
no
EMP_DM as the data model and click Open.
a
s Generate to create an
h aclick
3. In the “Upload or Generate Layout” section of the Report Editor,
auto-generated, RTF template based on your data model.
o m ) eฺ generates a
This automatically
i d
ilฺc nt Gu
simple table layout with all the data columns added.
a
@ gm tude
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Chapter 4 - Page 24
4. In the Auto Generate Layout dialog box, enter Simple Emp Template and click
Generate.
5. The Report Editor reappears along with the newly generated RTF template. Click Save.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
6. In the Save As dialog box, navigate to the Learn folder and enter Simple Employee
Report in the Name text box, and then click Save.
7. The Report Editor reappears. Now that you have saved the report, click View Report to see
the data in the auto-generated template. The Simple Employee Report appears, displaying
the default—all Departments.
Chapter 4 - Page 25
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
8. Experiment r i
d selecting
by
c e another department, such as Purchasing, ensuring that you click
selecting
R o
Apply after l i the new department.
ri g o
d
Ro When you have finished experimenting, click the Actions menu, and then select Edit
Report to return to the Report Editor.
Chapter 4 - Page 26
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 27
Practice 4-7: Configuring Parameter Settings for a Report Within
Report Editor
Overview
In this practice, you explore parameter settings from within Report Editor.
Tasks
1. Parameters are defined in the data model, but the Report Editor also enables you to
configure parameter settings specifically for each report that uses the data model. From the
Report Editor, click Parameters.
ble
2. The Parameters dialog box appears. You use the Parameters dialog box to customize the
fe r a
parameter settings for a report.
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. In the Display Label text box, delete P_DNAME and enter “Select a Department:”
4. Click the drop-down list for Default Value and select Purchasing. This property enables
you to configure the default value for the parameter specifically for the report. Recall that
the initial default values are defined in the data model. The Parameters dialog box should
look like this:
Chapter 4 - Page 28
ble
fe r a
ans
n - t r
n o
5. a
Click OK and then click View Report to see the impact of your changes upon the report.
has eฺ
The report appears with the new prompt and Purchasing is now the default Department.
)
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 29
Practice 4-8: Creating a Report Based on the Employee Data Model
with Salary Limitations
Overview
In this practice, you use the EMP_DM1 data model to create a layout for a report by using the
Report Editor, and then you view the report by using Report Viewer.
Tasks
2. In the Choose Existing Data Model dialog box, navigate to the Learn folder and select
EMP_DM1 as the data model. Click Open.
3. Save the report as Salary GT and EQ 2500.
4. In the “Upload or Generate Layout” section of the Report Editor, click Generate.
ble
5. In the Auto Generate Layout dialog box, enter Emp Salary Template as the name for the
fe r a
template and click Generate.
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
6. The Report Editor reappears along with the
@ gnewlytugenerated
d RTF template. Click Save.
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
Chapter 4 - Page 30
7. Click View Report to see the data in the auto-generated template with the salary
limitations. Only employees who have salaries greater than or equal to $2,500 are shown in
the report.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 31
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 4 - Page 32
ble
fe r a
ans
n - t r
a no
hLesson
Working l ฺ c om
with u ide Editor
Layout
m ai ent G
@ gChaptertu5 d
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 5: Working with Layout Editor

Chapter 5 - Page 1
Goal
To explore the BI Publisher Layout Editor and to create and save BI Publisher report layouts
Practices Overview
You open Layout Editor by using a predefined template. You then explore Layout Editor’s
capabilities by creating report layouts that contain data tables, charts, conditional formatting,
and so on.
Time
50 – 60 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 2
Practice 5-1: Creating a Layout by Using a Basic Template
Overview
In this practice, you explore Layout Editor by opening a simple, predefined template for the
Salary Report and by using the template to create a BI Publisher report layout.
Assumptions
You are logged into BI Publisher.
Tasks
2. The Choose Existing Data Model dialog box appears. Navigate to the Data Models
directory in \Shared Folders\Sample Lite\Published Reporting and select
ble
Salary Parameter Datamodel.
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
This is the structure for the data model:

Chapter 5 - Page 3
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
3. Click Open. g
y practices h i
t dictate that you save your new report structure
o d rBest s e
4. The Report Editor appears.
now. If you do notzsave (r the report
t o ustructure at this time, the layouts that you create are
g e
u “Draft” e folder. Before you can use this draft folder in a production
sreport
saved within
d r i the
c e n
R o
environment, you
l i must move it to a shared or personal folder and name it appropriately.
r i g o
d
Ro
Therefore, click Save now. Navigate to the Learn folder and enter Employee Reports in
the Name text box. Click Save.
5. In the Report Editor, click Blank (Portrait).
6. The Layout Editor interface is composed of a multipart pane on the left that is collapsible,
and a toolbar and design area on the right. The collapsible pane consists of three sections:
Data Source, Components, and Properties.
The Data Source pane contains the columns that you use to add data to your report. The
Components pane contains the layout objects that you add to the design area, such as a
table or chart. The Properties pane lets you modify the attributes for the selected
component.
The toolbar area consists of a static toolbar that allows you to copy, paste, undo, and so on,

Chapter 5 - Page 4
and a set of toolbars and menus that are dynamic and dependent upon the selected
component. These menus appear as tabs along the toolbar. Note that the Insert and Page
Layout menus are always available.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g
Click
othe Components plus sign ( ) to open the Components pane.
R od

Chapter 5 - Page 5
7. Drag Layout Grid from the Components pane to the design area.
8. In the “Insert a Layout Grid” dialog box, enter 1 in the Rows text box and click OK.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
The Layout Grid
g u e appears
s ein the design area. Observe that a new tab, Layout Grid, appears
i
dr area.
in the design
c e n
R o l i
r i g o
d
Ro

Chapter 5 - Page 6
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
tto the first cell of the table. Observe that a new tab,
9. Add a title to the report: Drag
o d ryTextsItem
e
z r to u tab contains its own discrete functions related to the
Text, appears in the (design area. Each
g u e sa especific component is not selected, the dynamic menu disappears

selected component. If
o driThetheText
(for example,
selected). l i c n Grid tab disappeared when the Layout Grid was no longer
eItem
Layout
object allows you to enter free-form text in the template.
o R
drig
Ro

Chapter 5 - Page 7
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
10. Double-click inside the Textry
g h i
t Employee Salary Report.
Item andeenter
o d s
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 8
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
11. In the next few steps you format
o d ry thesetitle.t Select the title. In the Font section change the font
size to 14 pt.
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 9
12. Select the text and change the font style to Arial.
13. With the Text Item still selected, click Select > Layout Grid Cell.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
The grid highlights. (ro
dry use t
u e z e to
d r ig cens
Ro li
rig o
d
Ro
14. Combine the grid cells for the first row. With the first cell still selected, hold down the Ctl
key and click in the cell to the right. Both cells should be selected as indicated in the
following screenshot:

Chapter 5 - Page 10
Click Join Selected in the Join/Unjoin section. The two cells merge.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
15. Next, you add a Data Table. Drag Data Table from the Components pane to just below the
first row in the design pane.

Chapter 5 - Page 11
ble
fe r a
ans
n - t r
The Data Table appears in the design pane. n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 12
16. Click the Data Source plus sign ( ) to open the Data Source pane.
ble
fe r a
t r a ns
in n
17. Drag Full Name to the “Drop a Data Item Here” area. Full Name appears o
-
the grid.
a n
a s
m ) h deฺ
i l ฺ co Gui
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Observe that you can see the data values in the column and that another tab, Table
Column Header, appears.
18. Similarly add Department, Manager, and Annual Salary in that order. Your data table
should look similar to the following:

Chapter 5 - Page 13
ble
Notice that Annual Salary is automatically totaled for you.
fe r a
19. In order to add the Title column, you must resize one or more columns. To do this, place
ans
your cursor between two columns. The column indicator turns blue, and sizing handles
n - t r
appear.
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Drag the column indicators for Full Name, Department, and Manager to the left, reducing
some of the column space as indicated in the following screenshot:

Chapter 5 - Page 14
ble
fe r a
20. Next, drag Title from the Data Source pane and place it between Full Name and
ans
Department. You can drag any column within the Data Table to reposition that column.
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
21. Align the report title over the data table. Select the Employee Salary Report text item. In
the Alignment section of the toolbar, click “Align to the Center” as indicated in the following
screenshot.

Chapter 5 - Page 15
ble
fe r a
ans
n - t r
a no
) has eฺ
c o m uid
l ฺ
22. Format the Annual Salary column. Click any data ivalue cell for
atotal;ecolumnt Gtotal
the Annual Salary column
m
gClick tthe
(do not click the title of the column or the column n
dColumn tab andmust be formatted
@
z s (Currency).
separately). This selects the entire column.
S u from the Data
g e
Formatting drop-down list, selectu($1,234.57) i
ry se t h
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
Formatting is applied to the column:

Chapter 5 - Page 16
bl e
fe
23. Remove the decimal positions for this column. Click the “Move right” icon twice in the Datar a
Formatting section. n s
n - tra
a no
) has eฺ
l ฺ c om uid
m ai ent G
cellg(
24. Similarly format the Annual Salary total@
e z S tud ).
25. Select the Department column y g u tcell

header h is( ).
d r e
( o totab,usselect Group Above from the Grouping drop-down list.
26. On the Table Column rHeader
z
g u e se
i
dr licen
R o
r i g o
d
Ro
The data table is now grouped by Department. Your layout should look like the following
screenshot:

Chapter 5 - Page 17
ble
fe r a
ans
n - t r
a no
) has eฺ
c m uid
owhile
l ฺ
i nt Gthe second cell is the actual
The first cell of the grouping is the label for the column,
a
value, such as Shipping or Marketing.
@ gm tude
e
27. Select the Department label (theufirst
zcell ofstheSgrouping). In the Font Section, change the
r y g
e t hi
odfont sizeusto 12 pt. Click Bold ( ).
font style to Arial andrthe
(
u e z e to
d r ig cens
Ro li
rig o
d
Ro
28. Select the Department data item (the second cell of the grouping) and click the Properties
plus sign ( ) to open the Properties pane

Chapter 5 - Page 18
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
i nt G
ascreenshot)
m
g tude to open the Color Picker.
29. Click the Color cell (as indicated in the following
Select bright blue, and click OK. z@
u e i s S
g
ry se t h
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 19
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t Size to 12 pt, and Font Weight to Bold.
d
30. Similarly, change Font Family
o ry to Arial,
s e Font
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
31. Click Save ( ) and name your layout Employee Salary Report. Click Save.
32. Preview your report. Click the drop-down list in the static toolbar and select PDF. Note the
various output formats available.

Chapter 5 - Page 20
ble
fe r a
Your report appears in a new browser window grouped by Department:
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 21
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
33. Close the browser window.

34. Next, change the sort order for Annual Salary to descending. Click any cell in the Annual
Salary data column, and then click the Descending Sort icon as indicated in the following
screenshot:

Chapter 5 - Page 22
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
esequence.
s S
g
The column re-sorts in descending
h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
35. Add conditional formatting to the Annual Salary column. Conditional formats allow you to
highlight data fields based on a condition. With the Annual Salary column still selected, click
Conditional Formatting > Highlight on the Column tab.

Chapter 5 - Page 23
The Highlight dialog box appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i
36. g oIn the Highlight dialog box, change or enter the following attributes:
R od
Step Attribute Choices or Values
a. Operator is greater than or equal to
b. Value 200000
c. Background Color Bright green
The Highlight dialog box should look like this:

Chapter 5 - Page 24
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
i nt G
aagain.
m de Formatting section. This
gin the tConditional
Click OK in the Color Picker and then click OK
37. Notice that Manage Formats now appears z @ u
S Click Highlight once again.
g u e formats.
i s
allows you to edit the existing conditional
ry se t h
o d
In the Highlight dialog
z (rbox, change
t o u or enter the following attributes:
g e
u nse
d r i c e Attribute
o
Step
R l i Choices or Values
r i g oa. Operator is less than

o d
R b. Value 135000
c. Background Color Red
38. Click OK in the Color Picker and then click OK again.

39. Add a filter to limit the data that appears. On the Column tab in the Select section, click
Select > Table.

Chapter 5 - Page 25
40. The Table tab appears. Click Filter.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d
41. The Filter dialog box appears:ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
In the Filter dialog box, change or enter the following attributes:

Chapter 5 - Page 26
a. Data Field Department
b. Operator is equal to
c. Value Marketing
The Filter dialog box should look like this:
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t from the Data Field drop-down list even
o d ry forsselection
Note: All elements are available e
though they do notzappear(r in tthe
o utable.
g e
u nse
r i
d table c eshould look like this:
o
Click OK. The
l i
r igoR
o d
R
42. Remove the Department filter from your report layout. Click in one of the table cells and
then click Select > Table. The Table tab appears.

Chapter 5 - Page 27
43. Click Manage Filters in the Filter section. The Manage Filters dialog box appears.
Place you cursor over the filter to display the toolbar, and click Delete.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 28
44. Click OK. All values reappear in the data table.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
45. Click Save.
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 29
Practice 5-2: Adding a Chart to Your Basic Layout
Overview
In this practice, you add a chart to the report layout that you created above.
Assumptions
You successfully saved the report layout from practice 5-1.
Tasks
1. Charts allow you to graphically represent your data. Layout Editor supports several types of
charts, including area, bar, bubble, and gauge charts. On the Insert tab, click Chart.
ble
fe r a
ans
n - t r
a no
) has eฺ
2. By default an empty vertical bar chart (template) appears
l ฺ c omin theudesign
id pane (with place
holders, such as Drop Series Here). The Chart a i also appears.
tab
n t G To add a data field to a
chart, select and drag the data fields from g m e pane to the appropriate place
dallowing
the Data Source
z @ S t u
u e
holders in the chart. The chart immediately
i
updates,
s
you to preview the data.
d r yg e th
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro

Chapter 5 - Page 30
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Drag Annual Salary to Drop Value Here.

Chapter 5 - Page 31
3. Annual Salary appears in the chart design area. Drag Department to Drop Series Here.
The chart should look like this:
ble
fe r a
ans
n - t r
a no
) h as ฺ
4. To resize the chart, drag the resize handler ( m
) on the
o d
lower-right
i ecorner of the chart
and release when the required size is achieved. ilฺ c u
m a ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 32
5. By default, SUM is the default aggregate applied to a chart measure. Therefore, the chart
displays a sum of values of the chart measure. Other formulas that can be applied are
Count, Count Distinct, Summation, Average, Maximum, Minimum, and “no Formula.”
Change the default formula to Average. Select the Annual Salary measure field within the
chart.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
6. The Chart Measure Field tab appears. Select Average from the Summation drop-down list
within the Formula section. The chart refreshes with the appropriate values as indicated in
the following screenshot:

Chapter 5 - Page 33
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Note that you can include a running total or develop a custom formula by clicking the
Function icon ( ).
7. Save your work and preview the report layout in PDF format as you practiced earlier. The
PDF should look like the following screenshot:

Chapter 5 - Page 34
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
tits contents.
Close the PDF once you o d ry reviewed
have s e
r
8. Just as you sortedza (column tin o u
g e the Data Table, you can also sort a field in a chart. Select
seDepartment. The Chart Field tab appears.
uthen select
i
the chart and
r e n
R od lic
drigo
Ro

Chapter 5 - Page 35
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e ) in the Sort section. The chart redraws.
9. ClickR o
Ascending l i (
r i g o
d
Ro

Chapter 5 - Page 36
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R
10. You
o
change thel i
chart type, add effects, change style, and so on by using the Chart tab.
g o
ri Change the chart to a Pie chart.
d
Ro Click any place within the chart. The Chart tab appears.
11. Click Chart Types > Pie > Pie.

Chapter 5 - Page 37
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r
The Chart i
redraws. c e
o l i
r igoR
o d
R

Chapter 5 - Page 38
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
12. Just as you enhanced
z (rthe Data
t o u by using the Properties pane, you can also enhance
Table
g u
the chart. Selectethe
s
charteand open the Properties pane. Browse through some of the
i
dr lice
options that you can n
modify.
R o
r i g o
d
Ro

Chapter 5 - Page 39
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od Change the background color for the legend. Expand the Chart Legend area within the
13.
Properties pane and click the Background Color cell. Select a light blue color from the
Color Picker and click OK. The legend refreshes with the new background color.

Chapter 5 - Page 40
ble
fe r a
ans
n - t r
a no
s
haProperties
14. Add a title to your chart. Expand the Chart Title area within)the
o m i d eฺ pane.
a ilฺc nt Gu
@ gm tude
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Click the Text cell and enter Average Salary by Department and then center the title
by using the Horizontal Align cell. The chart refreshes with the new attributes.

Chapter 5 - Page 41
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
15. Save your chart.
@ g tud
e z
16. Click Return. The Report Editor appears
u S new layout.
with your
s
yg e th i
d r
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro

Chapter 5 - Page 42
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g t h i
o d ry Report.
s e
z (r to u
17. Click Save and then click View
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 43
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od If you want to edit this layout, click the Actions icon ( ) and then select Edit Layout. To
create a new layout, select Edit Report. You can also edit the layout or open the report by
using the Catalog.

Chapter 5 - Page 44
Practice 5-3: Creating a Report Layout with Repeating Sections
Overview
In this practice, you create a new report layout, add a header/footer, and add repeating
sections.
Tasks
1. Click the Actions icon ( ) and then select Edit Report.
2. In the Report Editor, click Add New Layout.
ble
fe r a
ans
3. Select Blank Portrait from the Basic Templates section.
n - t r
4. n
On the Page Layout tab, click Page Header. The Page Header appears. Observe that you o
a
has eฺ
can add a report header or report footer, change the orientation of the report, and so on
from this tab.
)
l ฺ c om uid
Select the Page Header in the design area.
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
5. Open the Components pane and drag Text Item to the header object.

Chapter 5 - Page 45
ble
fe r a
ans
6. Double-click in the Text Item area, enter Employee Salary by Department, and then
n - t r
format the title as you so choose. The layout should look similar to this:
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
7. Click the Page Layout tab and click Page Footer.

Chapter 5 - Page 46
8. Click the Insert tab and then select the page footer in the design area.
ble
fe r a
ans
n - t r
a no
) has eฺ
l
9. Drag a Layout Grid object from the Componentsipane ฺ cotomtheGfooter
uid object. When
g m3afor the
prompted, enter 1 for the number of rows and e n t of columns and click OK.
number
10. Select the first cell.
e z @ Stud
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro

Chapter 5 - Page 47
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e se Number.
utab, clicknPage
r i
11. On the Insert
e
R od lic
drigo
Ro
The page number appears in the first cell of the footer object.

Chapter 5 - Page 48
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
u
Resize the cell
g e
by using
s e sizing handles as you previously practiced.
the
i
dr lice n
R o
r i g o
d
Ro

Chapter 5 - Page 49
12. Drag the Text Item object from the Components pane to the second cell.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
r i
d inside c ethe text item and enter “ of ” including a space before and after the
o
13. Double-click
l i
R “of.” Resize this cell as well.
r i g o
word
d 14. Click the Insert tab. Select the third cell and click Total Pages.
Ro
Total pages appears in the third cell.
15. Save the report layout as Employee Salary by Department.

Chapter 5 - Page 50
16. Repeating sections are used to create classic banded reports, as well as repeating pages
or sections for different data elements, such as Group Above/Outline. Repeating sections
repeat the components within the section of the layout based on the occurrence of an
element in the data.
Click the Insert tab. Drag Repeating Section to the design area (below the Page Header).
17. The “Insert a Repeating Section” dialog box appears. The Element radio button allows you
ble
to specify the data item that repeats for each group. You use Group Detail when you have
nested groups, such as “state within country for the United States.” fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od Select Department from the Element drop-down list and click OK. The Start Grouping area
appears in the design area.

Chapter 5 - Page 51
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od 18. Ensure that the Start Grouping area is selected, and then click the Insert tab. Click Data
Table in the Components section. The layout should look like this:

Chapter 5 - Page 52
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
e Manager, s SFull Name, Title, and Monthly Salary to
19. Expand the Data Source pane.gDrag
h i
t Salary (and the total) as currency. Remove the
the Start Grouping area and
o d ryformatsMonthly
e
r tlook
decimals. The layout(should
z o ulike this:
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 53
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
20. Select the Manager data columnuand
z Sthe Column tab. Select Grouping > Group
e then iclick
s
g
ry se t h
Left.
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 54
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
r i
d Repeating c e Section.
21. Click Select
R o >
l i
r i g o
d
Ro

Chapter 5 - Page 55
22. Click the Insert tab and click Chart. A chart appears below the table.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 56
23. Drag Monthly Salary to Drop Value Here and Manager to Drop Series Here. The chart
should look like this:
ble
fe r a
ans
n - t r
a no
) has eฺ
24. With the chart still selected, click Select > Repeating Section.
25. Click the Insert tab and then click Page Break. Thiscadds
l ฺ oma pageu d after each unique
ibreak
i G
Department table and chart.
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro A dotted line appears below the chart indicating a page break.

Chapter 5 - Page 57
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g
y footers, h i
tand so on are intended for output types, such as
Note: Pagination, headers
o d rand s e
PDF and RTF.
z (r to u
26. Save the report
g e
uwelllayout epreview it in PDF format. Observe the header and footer
spage
and
d r
elements, i
as
c
ase n
the break following each different Department table and chart.
R o l i
r i g o
d
Ro

Chapter 5 - Page 58
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 59
27. Close the PDF and click Return. The new layout appears in Report Editor.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 60
28. Click the Save icon and then click View Report. Your new report layout appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 61
Practice 5-4: Creating a Layout with a Gauge and a Pivot Table
Overview
In this practice, you create a layout that contains a gauge and a chart. You convert the chart into
a pivot table, and you add a static image to the layout.
Tasks
1. Click the Action icon and then select Edit Report.
2. In the Report Editor, click Add New Layout.
3. Select Blank Portrait from the Basic Templates section.
4. On the Page Layout tab, click Page Header. The Page Header appears.
Select the Page Header object.

ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
5. Click the Insert tab. Click Image.

Chapter 5 - Page 62
ble
fe r a
6. The “Insert an Image” dialog box appears. Click Browse.
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
7. In the “Choose file” dialog box, navigate to “My Templates and Files” and select
O_signature_clr.gif and click Open. Recall from your lesson that a static image must be
saved in the report file in one of the following graphic file formats: GIF, JPG, PNG, or BMP.

Chapter 5 - Page 63
ble
fe r a
ans
n - t r
n o
a
) has eฺ
8. Click Insert. The image appears in the header.
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
9. Select the header and click Text Item.

Chapter 5 - Page 64
10. Double-click in the Text Item and enter Department Salaries. Format the title as you so
choose. The layout should look similar to this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
11. Add a Repeating Section below the header as you did in the previous practice, selecting
Manager as the repeating element. Your layout should look like this:

Chapter 5 - Page 65
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t the Insert tab. Click Gauge.
12. Select the repeating section
o d ryand then
s eclick
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
A gauge appears within the repeating section.

Chapter 5 - Page 66
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
u e
13. Drag Annual Salary
g e Value Here and Department to Drop Label Here.
to Drop
s
i
dr lice n
R o
r i g o
d
Ro

Chapter 5 - Page 67
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
14. Save the layoute “Pivot e
i g u as
n s Table Salary Report” and preview the layout in Interactive format.
o dr lice
You see from the report that Adam Fripp manages only one department; therefore, only one
o R
gauge appears.
dr i g
Ro

Chapter 5 - Page 68
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g t h i
15. Select Steven King fromd
o ryManager
the
s e drop-down list and observe the results.
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 69
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
Steven King manages multiplegDepartments;
h i therefore a gauge appears for each
Department.
o d ry se t
z
16. Close the Interactive r to u
(Viewer.
e seSelect the repeating section.
17. Add a chartgtouthe layout.
r i
d Insert ltabe n
18. Click o
R the ic and click Chart.
drigo
Ro

Chapter 5 - Page 70
19. Drag Department to Drop Label Here and Annual Salary to Drop Value Here.
ble
fe r a
ans
n - t r
a no
20. Save the layout. ) has eฺ
l ฺ c om ClickuPivot
21. Select the chart in the design area. The Chart tab appears. id Table.
i G
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro

Chapter 5 - Page 71
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
r i e converted into a pivot table and the Pivot Table tab appears.
d is automatically
c
o
The chart
l i
r igoR
o d
R

Chapter 5 - Page 72
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s Sdata in tabular form. It supports multiple
y subtotals h i
A pivot table provides views ofgmultidimensional
t at all levels. The Layout Editor converts the label,
measures and dimensions
o d rand s e
series, and value z (r oftotheuchart into the appropriate rows, columns, and data
elements
elements of au
g e seNo formatting is applied to the pivot table.
pivot table.
r i
d when lthe e n
R
Note othat ic pivot table is selected, a Pivot Table tab appears. You use this tab to
drigoapply filters, totals, and so on.
Ro To add a pivot table without converting a graph, simply click the Insert tab and then click
Pivot Table, or drag the Pivot Table object from the Components pane.

Chapter 5 - Page 73
22. Resize the pivot table. This enables you to view the column total within the table.
ble
fe r a
23. Apply formatting to the Annual Salary. Select the Annual Salary column within the pivot
ans
table. The Pivot Table Data tab appears. Format the Annual Salary as currency. Notice that
n - t r
the Annual Salary total is automatically formatted for you.
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 74
24. Drag Monthly Salary to the right of Annual Salary and then apply the same formatting.
ble
25. Save the layout.
fe r a
26. Preview the layout by using Interactive Viewer. Select Steven King once again. ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
27. You can drill down on a specific Department. Click the Marketing link in the pivot table. The
gauge reflects only the data values for the Marketing department.

Chapter 5 - Page 75
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e se King, deselect Marketing in the pivot table.
u fornSteven
i
To returnrall values
d Interactivee
R
28. Closeothe lic Viewer.
d igoSave the layout and click Return.
r29.
Ro

Chapter 5 - Page 76
ble
fe r a
ans
n - t r
n o
a
) has eฺ
The new layout appears in Report Editor.
l ฺ c om uid
30. Click Save and then View Report. m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 5 - Page 77
31. Click the Pivot Table Salary Report tab to view the report.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 78
Practice 5-5: Creating a Boilerplate
Overview
In this practice, you create a boilerplate template available for use by all users.
Tasks
1. When a predefined layout does not suit your business needs, you can create a boilerplate
template—a predefined template that you or your administrator designs or uploads for all
users or for your personal use. Click the Catalog link on the global header, and navigate to
\Shared Folders\Components.
2. Click the Edit link under Boilerplates.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. The Report Editor appears. BI Publisher provides predefined layouts for use as skeleton-
type boilerplates, such as Chart or Mobile Apple iPhone. You can, however, create your
own templates to use as boilerplates.

Chapter 5 - Page 79
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
e your s S
4. Click Add New Layout. You can g upload
h i own layout created by using Template Builder
tin the course) or design a new layout by using the
d ry this slater
for MS Word (you will practice
o e
Layout Editor.
z (r to u
5. Select Blank u
g e se
(Landscape).
r i
d Editor e n
oSource
6. The Layout
R licappears. Because you do not have a data model for the template, the
r7.igoJust as you added components previously, begin to design your new boilerplate template.
Data pane is blank. Open the Components pane.
d
Ro Drag Layout Grid to the design pane. In the “Insert a Layout Grid” dialog box, enter 1 in
Rows and 3 in Columns and click OK.

Chapter 5 - Page 80
8. Drag a Text Item object from the Component pane to the center cell of the row that you just
added.
ble
fe r a
ans
n - t r
a no
9. Double-click inside Text Item. Select Arial – 12 pt for the fonth
) as ฺ and then enter
attributes,
Proprietary and Confidential.
l ฺ c om uide
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
10. Click Page Layout > Report Header. Select the report header and drag the Image object
to the report header.
11. Navigate to and select the Oracle corporate image, O_signature_clr.gif, located in
“My Templates and Files.”

Chapter 5 - Page 81
12. Click Insert. The Oracle logo appears in the Report Header.
13. Drag the Data Table object to just below the row with “Proprietary and Confidential.” When
an end user opens this template for use, they can add any columns to the “Drop a Data
Item Here” section for their report.
14. Drag a Text Item object beneath the data table. Double-click in the Text Item object and
enter ---------- End of Report----------.
15. Click Align to Center. Your template should look similar to this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
16. Click the Page Layout tab and click Report Footer.
17. Select the Report Footer object in the design pane.
18. Click the Insert tab and then click Page Number. Page number appears in the Report
Footer section.

Chapter 5 - Page 82
The layout template should look like this:
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
r i
d icon c eand in the Layout Name text box, enter My Boilerplate and click
19. Click the
R
Save.
o Save
l i
r i g o
d20. Click Return. Your boilerplate appears in the Report Editor and is now ready for use.
Ro

Chapter 5 - Page 83
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
21. Click New > Report. rod
ry se t
z u
(Folderst>oSample
22. Navigate to Shared
g u e s eDatamodel. Lite > Published Reporting > Data Models and
i
dr TheliReport
select Salary n
e Editor appears.
Parameter
c
R
23. Click o
Open.
r i g o
d
Ro

Chapter 5 - Page 84
24. My Boilerplate appears as one of the layout templates available for selection.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Note: If you navigate to My Folders and then create a boilerplate as above, your new
boilerplate template will appear in the My Templates region of the Report Editor.
25. Click Save, navigate to the Learn folder, and name the report layout My Sample
Boilerplate Report.
26. Click Save and then select My Boilerplate from the Report Editor.
27. In the Layout Editor, drag several columns to the “Drop a Data Item Here” area just as you
have previously added the items in the steps above. Your layout should look similar to this:

Chapter 5 - Page 85
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t – Boilerplate in the Layout Name text
box and click Save. rod
ry sSalary
28. Save the Layout. Enter Employee
e
z ( t o u
g u
29. Preview the layoute e
in Interactive
s format. Your report appears.
i
dr lice n
R o
r i g o
d
Ro

Chapter 5 - Page 86
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai entlayout G
@ g tud
30. Close the Interactive Viewer and click Return. Your report appears in the Report
Editor. Save the report.
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro

Chapter 5 - Page 87
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 5 - Page 88
ble
fe r a
ans
n - t r
a no
hLesson
Creating
l ฺ c omRTF u ide
Templates by
a i nt G
m dTemplate
gUsing e Builder
@
z Chaptert
S 6u
g u e i s
ry se t h
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 6: Creating RTF Templates by Using Template Builder

Chapter 6 - Page 1
Goal
To explore and create RTF templates by using the MS Word Template Builder add-in (Template
Builder)
Practices Overview
You create RTF templates, add formatting, review and update properties for fields, and work in
both connected and disconnected modes.
Time
50 – 60 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 6 - Page 2
Practice 6-1: Exploring Template Builder and Creating an RTF
Template from a Sample File
Overview
In this practice, you review Template Builder components and build an RTF template from a
sample file. You load sample XML data, preview the report, update field properties, and save
the RTF layout.
Tasks
1. Open MS Word (Start > Programs > Microsoft Office > Microsoft Office Word 2007) or
use the MS Word icon located on your desktop.
2. Select BI Publisher on the ribbon.
ble
fe r a
ans
n - t r
a no
has Online,
The BI Publisher menu bar contains several groupings that )include: ฺ Load
eBuilder Data,
m
Insert, Preview, Tools, and Options. You can work withothe i d
u or you can work with it
Template online to
a ilฺc for
connect to BI Publisher Server and generate templates t G
reports,
g mXML datae ornfiles. You use the Online grouping
offline to create templates based on sample
@ d
tuyou work in disconnected mode.
e z
to connect to BI Publisher Server. For this practice,
u Open. s S
3. Click the MS Office button andgclick
r y e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
4. Navigate to <drive>:\Program Files (x86)\Oracle\BI Publisher\BI

Publisher Desktop\samples\RTF templates\Balance Letter and select
Balance Letter Start. Balance Letter Start.rtf is a sample template file.
5. Click Open. You often have a template from which to begin. The RTF template file appears
in MS Word.

Chapter 6 - Page 3
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
e with data,
s Syou must load sample XML data. When
6. To build a report and view the g report h i
t have sample data stored locally. Click Sample
d
working in disconnected mode,
o ry yousmuste
XML in the Load Data
z (rgrouping
t o u Publisher ribbon).
(BI
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
7. Select Balance.xml (located in the same Balance Letter folder as the Balance Letter RTF
template) and click Open.
8. Click OK in the message box confirming that you have successfully loaded the sample
data.
9. The next step is to add fields to the Balance Letter by replacing the placeholders. Select the
<INSERT ADDRESS HERE> placeholder and in the Insert grouping, click ab | Field.
The Field dialog box appears.


Chapter 6 - Page 4
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z S
e dialogibox
s
r y
10. Select Customer Name in the g
Field t h and click Insert.
d e
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro

Chapter 6 - Page 5
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
e in ithe
The Customer Name form field appears s S
Balance Letter. Click the space following the
r
CUSTOMER_NAME form field y g to bring t h
the focus back to the letter.
d e
z (ro to us
g u e se
i
dr licen
R o
r i g o
d
Ro
Press Enter. This adds a line break.

11. Repeat this process, adding Address Line1, Address Line2, Address Line3, and
Address Line4. The letter should look like this:

Chapter 6 - Page 6
12. Add City followed by a comma and a space, and then add State followed by a space.
Finally, add Zip.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u fields seinto the letter, in the appropriate placeholders: As_Of_Date, Trx
r i
13. Insert the following
e n
d Code,licand C Inv Open Balance. Note that you may have to scroll in the Field
obox
Currency
R
r i g o
dialog to locate these fields.
d
Ro

Chapter 6 - Page 7
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
e e
r
14. Previewdwhat iguyouchave
e nsadded
R o
grouping, click l i
PDF.
so far. Click Close in the Field dialog box. In the Preview
r i g o
d
Ro
The PDF Preview appears with the XML file data.

Chapter 6 - Page 8
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
15. The next step is to include the table of invoices by using the Table Wizard. The Table
Wizard allows you to add tables, forms, charts, and other objects. Select the <INSERT
TABLE OF INVOICE HERE> placeholder in the form letter. Click Table Wizard in the
Insert grouping.
The Table Wizard appears.

Chapter 6 - Page 9
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u (Table)
16. Accept the default seand click Next.
r i e n
od byWizard
17. The Table
R licintuitively selects the correct dataset for you. You can change this,
i g o
however, clicking the drop-down list. Accept the default and click Next.
R odr

Chapter 6 - Page 10
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om
18. Select the columns that you want to see in the table. Select
u id TransTrans
Trx Number, Type,
Transaction Date, Trans Amount, and Trans Amount
a i nt G (the second Amount is
Trans Amount Remaining).
@ gm tude
) tou e z itemsstoSthe selected column one at a time or use
Use the shuttle icons (
r y g to movethalli columns at once. Use the resequence icons (
move
od use
the double-headed shuttle icons
( r to up and down.
z theecolumns
e
) to resequence
u
d r ig cens
Ro li
rig o
d
Ro

Chapter 6 - Page 11
Observe that you can also add a running total to this report (select the field to enable the
Running Total button).
19. Click Next.
20. You can group your data. From the Group By drop-down list, select Trans Type and then
select Group left.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
You use the Break optiondtory
g h i
t a page break or section break after each
o s e
insert either
occurrence of a group.
z (r to u
Click Next. e
u nsand e
r igsequence
21. Select adsort
c e indicate the type of data that is being sorted. Select Trans
R o
Amount l i
Remaining, indicate that this field is a Number, and sort the column in
ri g o
Descending order.
d
Ro

Chapter 6 - Page 12
ble
fe r a
ans
n - t r
a no
Click Finish.
) has eฺ
22. The table appears in your letter. Note the “G (grouping)” m id(for-each)” codes in the
l ฺ c o and “F-E
u
table.
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
23. Preview your letter once again in PDF format.

Chapter 6 - Page 13
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
Close the PDF. z (r t o u
g e se of any table field that you have added to your template. Select
uthe properties
i
24. You can view
r e n
od
TRANS_AMOUNT
R lic in the table, right-click, and then select BI Publisher > Properties.
drigo
Ro

Chapter 6 - Page 14
25. Click Word Properties in the BI Publisher Properties dialog box.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
ai ent G
26. Select Number from the Type drop-down list.
m
g tud
e z @ S
g u h i s
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
27. Set the “Default number” and “Number format.” Enter 1,000.00 in the “Default number”
text box and select #,##0.00 from the “Number format” drop-down list.

Chapter 6 - Page 15
ble
fe r a
ans
n - t r
a no
) has eฺ
28. Click OK. The Balance Letter and applied formatting appear.
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t the same way. You can also format the date
29. Format Trans Amount Remaining
o d ry sexactly
e
field if you so choose. (r to u
zlevel
30. Create a newu
g e
top e ontheyour
folder
s D drive named Learn and save the RTF template as
i
dr Wordliopen.
My Balance Letter
c e n
and close template.
31. LeaveR o MS
r i g o
d
Ro

Chapter 6 - Page 16
Practice 6-2: Working with a Chart and a Pivot Table in an RTF
Template
Overview
In this practice, you open an existing RTF template. Then you insert, define, and preview a
chart, and add a pivot table to the template.
Tasks
1. Open the Retail Sales.rtf file in MS Word. This file is located in <drive>:\Program
Files (x86)\Oracle\BI Publisher\BI Publisher Desktop\samples\RTF
templates\Sales Report. The file looks like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
2. On the BI Publisher menu, click Sample XML in the Load Data grouping.
3. Navigate to and select RetailSales.xml (located in the same folder as the Retail Sales
RTF template), and click Open. This file contains retail sales data from different industries.
4. Click OK in the message dialog box.
5. This template contains both a sample chart and a data table (scroll to view the table).
Select the chart in the template.

Chapter 6 - Page 17
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
Press Delete.
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
6. On the BI Publisher ribbon, click Chart in the Insert grouping.
The Chart dialog box appears.

Chapter 6 - Page 18
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
7. Select Row in the Data pane. m ai ent G
@ g tud
u e z
8. In the Layout pane, select the following
S
information:
s
g h i
o d ry se t
Step
( r Attribute
o u Choices or Values
a. Type
g u ez se t Pie Chart
i
b. odrStyle ice
n
R l Earth
drigoc. Aggregation SUM
Ro d. Properties – Misc 3D = True

e. Properties – Misc Gradient = True
9. Drag Sales to Values in the Layout pane.

10. Drag Industry to the Labels text box.
Your chart should look like this:

Chapter 6 - Page 19
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
11. Click OK. The chart appears in the template:m
ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
12. Save this as My Retail Sales in the Learn folder.

Chapter 6 - Page 20
13. In the Preview grouping, click PDF.
The PDF appears in a new browser window.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Scroll down and examine the table.

Chapter 6 - Page 21
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od Close the browser window.
14. Scroll down in the template, and then position your cursor after the end of the last form field
(on page two) and press Enter twice.

Chapter 6 - Page 22
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u in the
15. Click Pivot Table e grouping.
sInsert
r i e n
R od lic
drigo
Ro

Chapter 6 - Page 23
16. The Pivot Table dialog box appears.
ble
fe r a
t r a ns
You drag data columns from the Data pane to the blank Layout pane on then - to build a
o right
pivot table.
a n
a s
m ) h deฺ
i l ฺ co Gui
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
17. Perform the following tasks:

Step Begin Action End Action
a. Drag Year To Column
b. Drag Month (below Year) To Column
c. Drag Industry To Row
d. Drag Sales To “Please drop data here” area
e. Select Sales and then select the Select #,##0
cell to the right of Format in the
Properties pane

Chapter 6 - Page 24
Step Begin Action End Action
ble
fe r a
ans
n - t r
a no
h s eฺ
SUM is the default aggregation for the Sales measure. You usea
the Properties pane to
)
change the aggregation method, add formatting, and so forth.
m uid
18. Click OK. The pivot table appears in the template. ฺco
l
ai ent G
m
g tud
e z @ S
g u h i s
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 6 - Page 25
Note: You can change the formatting of the pivot table by using MS Word. However, if you
need to change the structure, delete the existing pivot table and build a new one. Generally,
the creation and editing of pivot tables is better handled in the Layout Editor than in MS
Word. MS Word templates are better suited to “document style” templates.
19. Save the template and then click PDF in the Preview grouping to view your pivot table.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
20. Close the PDF and the template.

21. Leave MS Word open.

Chapter 6 - Page 26
Practice 6-3: Designing an RTF Template for a BI Publisher Report in
Connected Mode
Overview
Previously, you created an RTF template for a report that uses sample XML data. In this
practice, you design an RTF template for a report created in BI Publisher. You log in to BI
Publisher through Template Builder, define an RTF template, add a table with a running total,
add grouping and sorting, add a page break, add a chart, preview data in the report by using the
template, upload the RTF template to BI Publisher Enterprise Server, and view the report on BI
Publisher Enterprise Server.
Tasks
1. Open a new blank document.
2. In the Online grouping, click Log On.
ble
fe r a
ans
n - t r
a no
) has eฺ
c m connect
oyou uidto BI Publisher from MS
3. The BI Publisher Login window appears. The first time
i l ฺ G
g ma dSubsequently,
Word, you may be asked for the report server URL.
populated for you. Enter the following information: e nt this text box will be
e z @ Stu
y g u this
Step
o d r
Attribute
s e Values
a. Username z (r to u Ask the instructor for your username. (For
g u e s e example: weblogic)
r i e n
b. od Password lic
o R Ask the instructor for your password. (For
drig example: welcome1)
Ro c. Report Server http://localhost:7001/xmlpserver

Chapter 6 - Page 27
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g t h i
o d ry dialog
s e
z (r to u
4. Click Login. The Open Template box appears.
g u e se
i
dr licen
R o
r i g o
d
Ro
You can select a report from either Shared Folders or My Folders. After the folder is
selected in the Catalog pane on the left, the reports associated with that Catalog folder
appear in the Reports pane. To edit an existing template that is stored in the Catalog, select
the template from the Layout Templates pane.

Chapter 6 - Page 28
5. Select \Shared Folders\Sample Lite\Published Reporting\Reports\ and
then double-click Salary Reports – No Parameters from the Reports pane.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
When the report opens, you will not see any data
m aiin theeblank
n t GMS Word document;
however, XML data definitions are loaded g dtitle bar
from the report to facilitate the definition of a
@
template. Notice that the report namezappears S t u
u e i s
in the of MS Word beside the
document name.
d r yg Tablee h
tWizard
( r
6. Begin to build the template.omode.) The
Click
u s in the Insert grouping. (This was practiced
e z et
earlier in disconnected o “Please select your report format” page appears.
7. Accept Table
r u
ig as the ns and click Next.
default
d c e
li data set on the “Which grouping field do you want to report on?” page
o the default
Rclick
8. Accept
o
rig
and Next.
d
Ro 9. Select Manager, Department Name, Name, Annual Salary, and Fed Withheld (in the
specified sequence). Your selections should be listed in the right pane of the wizard page.

Chapter 6 - Page 29
Note that you can use the resequencing arrows ( ) to rearrange the fields.
ble
fe r a
ans
n - t r
a no
) hasTotal
10. Select Annual Salary and then click Running Total. The Running
eฺ dialog box
o m i d
ilฺc nt Gu
appears.
a
gmOK.tude
Select the Running Total check box and click
@
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Annual Salary is annotated with the running total icon ( ).

Chapter 6 - Page 30
11. Click Next. Perform the following tasks on the “How would you like to group your report?”
ble
page:
fe r a
t r a ns
Step Task
on-
Selection
n
a. Group By Department Nameaand Group above
b. Break Section ) h
as ฺ
c
A section
ฺ de the next group on a new
om breakuistarts
l
aipage, t Gpage numbering, headers and
resets
m
g toccurrence
footers, n
de ofanytherunning
and calculations for each
@
z sS u group.
u e
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Click Next.
12. Sort on Manager on the “Which fields would you like to use to sort the data?” page. Click
Finish.

Chapter 6 - Page 31
13. The table appears in the document.
14. Add a chart. Position your cursor after the “end ROW by DEPARTMENT_NAME” form field
ble
and press Enter twice.
fe r a
15. In the Insert grouping, click Chart.
ans
16. Select Row in the Data pane. n - t r
17. Drag Annual Salary to Values in the Layout pane.
a no
18. Drag Manager to the Labels text box.
) has eฺ
19. In the Layout pane, select the following information:
l ฺ c om uid
m ai ent G Choices or Values
Step Attribute
@ g tud
a. Type
u e z s S Bar Graph - Vertical
g h i
b. Style
o d ry se t Earth
( r
z e to u
c.
g u e
Aggregation
s
Average
d. i cenMisc - 3D
drProperties: True
o l i
oe.R Properties: Misc - Gradient True
dr i g
Ro f.
g.
Title: Title
Title: Title Color
Avg. Annual Salary by Manager
Navy
h. Title: Title Font Bold True
i. Title: Title Size 12
j. X–Axis Label: X–Axis Label Color Black
k. X–Axis Title: X–Axis Title Manager
l. X–Axis Title: X–Axis Title Color Navy
m. Y1–Axis Label: Y-Axis Label Color Black
n. Y1–Axis Title: Y1-Axis Title Avg. Annual Salary
o. Y1–Axis Title: Y-Axis Title Color Navy
p. Chart is inside group Select the check box.

Chapter 6 - Page 32
20. The Chart Wizard should look like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 6 - Page 33
21. Click OK. The chart appears in the template.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g oHint: To edit the chart, select it and then click Chart on the toolbar again.
R od 22. In the Preview grouping, click PDF. You will be prompted to save the file as an RTF file
before previewing. Save the file as Manager Financials Report.rtf in your Learn
folder.
The PDF appears. Notice that you used the “Group above” option; therefore, the
department name appears above the table. Also note that a chart appears for each
department name.

Chapter 6 - Page 34
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 6 - Page 35
23. Close the PDF.
24. Close the template in MS Word.
25. Log in to BI Publisher Enterprise Edition.
26. On the Catalog page, navigate to the “Salary Report – No Parameters” report and click
Edit.
27. The Report Editor appears. Click Add New Layout.

28. Click Upload.
29. Enter Dept Manager Financials as the layout name.
30. Click Browse.
31. Navigate to and select Manager Financials Report.rtf, and click Open.
32. Select RTF Template as the type and English (United States) as the locale.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
33. Click Upload.
u e z s S
g h i
34. Click Save.
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 6 - Page 36
35. Click View Report and click the Dept Manager Financials tab.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 6 - Page 37
Practice 6-4: Building an RTF Template by Using the Form Field
Method
Overview
In this practice, you create a simple report by using the form field method. You format a date
and a number field and apply conditional formatting.
Assumptions
You are logged in to BI Publisher Enterprise Edition through MS Word and you have a blank
document open.
Tasks
1. In the Online grouping, click Open.
2. In the Open Template dialog box, navigate to \Shared Folders\Sample ble
Lite\Published Reporting\Reports\ and open Revenue Budget Actual and fe r a
Detail.
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
The report loads into MS Word.
3. In the Insert grouping, click Table Wizard.

4. Select the Form radio button on “Please select your report format” and click Next.

Chapter 6 - Page 38
5. Select /DATA_DS/Details_BI_Server on the “Which grouping field do you want to report
on?” page and click Next.
ble
fe r a
ans
n - t r
a no
) h as ฺ
6. Select all fields on the “Which fields do you want to showm
o d e page except for
in your report?”
i
Order Status, and click Finish. c
ilฺ nt G u
a
@ gm tude
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
7. Your report appears.
Observe that the form field table is structured differently than the table that you built
previously.

Chapter 6 - Page 39
8. Format the date. Double-click the Paid_Date form field. The BI Publisher Properties dialog
box appears.
ble
fe r a
ans
n - t r
a no
) has eฺ
c m boxuappears.
odialog id
9. Click Word Properties. The Text Form Field Options
i l ฺ G
10. Select Date from the Type drop-down list. ma n t
g d e
e z @drop-down
11. Select M/d/yyyy from the “Date format”
S tulist.
g u date”thtextisbox.
12. Enter 01/01/2011 in the “Default
y
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
13. Click OK. Paid_Date appears with the new default date and will be formatted appropriately
when you run the report with data.
14. Format revenue. Double-click the Revenue form field.


Chapter 6 - Page 40
15. Click Word Properties.
16. Select Number from the Type drop-down list.
17. Select $#,##0.00; ($#,##0.00) from the “Number format” drop-down list.
18. Enter $1,000.00 in the “Default number” text box.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
19. Click OK. Revenue appears withuthe
z S
e new default.
s
g h i
o d ry se t
(r tSelect
20. Apply conditional formatting.
z o u the Revenue form field, and click Conditional Format
e
u nse
in the Insert grouping.
g
d r i c e
R o l i
i g o
R odr
21. In the BI Publisher Properties dialog box, select Revenue from the “Data field” drop-down
list.
22. Ensure that Number appears in the drop-down list to the right of Revenue.
23. In the “Condition 1” section, select Less than from the drop-down list and enter 1000 in the
combination box to the right.
24. Click the Format button and select Bold from the Font Style drop-down list and click OK.

Chapter 6 - Page 41
25. Similarly add a second conditional format Revenue exceeding 3000. Once again, make the
font style bold. Click OK.
ble
fe r a
ans
n - t r
a no
) has eฺ
c om
26. Click OK. A C, representing “condition,” appears inlฺfront uidfield Revenue.
i G
of the form
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro

Chapter 6 - Page 42
27. In the Preview grouping, click PDF. When prompted to save the template, name it Revenue
by Brand and place it in your Learn folder on the desktop. The PDF appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
28. Observe that Revenue and Paid Date are both formatted. Scroll and observe the orders
with revenue less than $1,000.00 and greater than $3,000.
29. Close the PDF and the RTF file.

Chapter 6 - Page 43
Practice 6-5: Reviewing a Report with Page-Level Calculations
Overview
In this practice, you open a report locally that contains page totals and brought and carried
forward totals, load the XML data, and preview the report.
Tasks
1. Navigate to “My Templates and Files” and open Advanced Page Totals.rtf.
2. In the Load Data grouping, click Sample XML.
bl e
fe
3. The sample XML data is located in the same folder (“My Templates and Files”) as the RTF r a
file. Select Advanced Page Totals.xml. n s
4. Click Open and then click OK when the message dialog box appears. n - tra
a
5. The RTF template contains a page total indicated by the code variable no highlighted in
PT;
the following screenshot.
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
The template also contains Carry Forward and Brought Forward totals.

Chapter 6 - Page 44
6. In the Preview grouping, click PDF to view the report. Scroll down to view the Brought
Forward and Carry Forward totals.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
7. Close the PDF.

Chapter 6 - Page 45
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 6 - Page 46
ble
fe r a
ans
n - t r
a no
hLesson
Workingl ฺ c om
with u ide Templates
Style
i nt G
aSub
m
g tudeTemplates
and
e @
z Chapter
S 7
g u h i s
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 7: Working with Style Templates and Sub Templates
Chapter 7 - Page 1
Goal
To explore and create Style and Sub Templates that allow you to apply custom formatting to
RTF report templates and report layouts
Practices Overview
You create both Style and Sub Templates in MS Word, upload, apply them to an RTF report
template and report layout.
Caution: Creating styles and templates in MS Word is extremely error prone. Follow the steps
in each practice very carefully.
Time
ble
35 – 45 minutes
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 7 - Page 2
Practice 7-1: Creating a Formatted RTF Template
Overview
In this practice, you create an RTF template and define formatting styles. In order to visualize
the relationship between an existing report and a new Style Template, you will create an
unformatted report template first and upload this to the BI Publisher Server. You will then create
a new Style Template that you will upload and apply to the unformatted report.
Tasks
1. Add the Table Styles icon to your MS Word Quick toolbar. Open MS Word.
2. Click the Office button ( ) and click Word Options. The Word Options dialog box
appears.
ble
3. Select Customize and from the “Choose commands from” drop-down list, select All
fe r a
Commands.
ans
4. Scroll down and locate Table Styles in the list of commands. Select the first Table Styles
n - t r
command in the list ( ). n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
5. Click Add and then click OK.
Chapter 7 - Page 3
6. The Tables Styles icon appears in the Quick toolbar.
7. Download the Simple.rtf. Using Firefox, click the Catalog link in BI Publisher Enterprise
Edition, navigate to “Salary Report – No Parameters” located in \Shared
Folders\Sample Lite > Published Reporting > Reports, and click the Edit
link.
8. In the Report Editor, click the Edit link for the Simple layout.
ble
fe r a
ans
n - t r
9. In the “Opening Simple.rtf” dialog box, click OK. n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
10. Click Cancel in the Save As dialog box.

11. Highlight Salary Report and press Delete.
Chapter 7 - Page 4
12. Select the table.
13. Click the Table Styles icon ( ) and click Clear.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
This removes all formatting from the table.

14. With the table still selected, click the Table Styles icon ( ) and click New Table Style.
The “Create New Style from Formatting” dialog box appears.
Chapter 7 - Page 5
15. Select the radio button for “New documents based on this template.”
16. Name the new style My Table and click OK.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od 17. Ensure that the new style was applied. Select the table and click the Table Styles icon.
Select your table from the Custom section.
18. Click Save As, navigate to your Learn folder, and name the file My_Simple.rtf.
19. Upload this RTF file to the BI Publisher Server as a new report. The Report Editor should
still be open in your browser for “Salary Report – No Parameters.” Click Add New Layout.
20. Click Upload.
21. In the Upload Template File dialog box, do the following: Enter My Formatted Salary
Report in the Layout Name text box. For the Template File field, browse to locate
My_Simple.rtf. Select RTF Template as the Type, and English (United States) as the
Chapter 7 - Page 6
Locale.
22. Click Upload.

23. Click Save and then click View Report.
ble
24. Click the My Formatted Salary Report tab to ensure that your report does not have any
fe r a
formatting.
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
25. In MS Word, close all documents and then open a new blank document.
26. On the MS Word ribbon Home tab, click the Styles icon within the Styles grouping to open
the Styles pane.
The Styles pane appears to the right of your RTF layout.

Chapter 7 - Page 7
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
27. On the Insert tab of the ribbon, click Header > Blank.
Chapter 7 - Page 8
28. Enter My Salary Report in the “Type text” area of the header and change the text to
Arial Black, 12 pt, and italic.
29. Insert a blank line just above the My Salary Report text. Insert the Oracle logo
(O_signature_clr.gif) located in “My Templates and Files.” Select the Oracle image
and the text, and then click the center icon ( ). The header should look like this:
ble
fe r a
ans
n - t r
n
30. Right-click anywhere within the header and select Styles > “Save Selection as a New o
a
has eฺ
Quick Style” from the shortcut menu.
)
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
31. In the Styles dialog box, enter My Header as the name and click OK.
Chapter 7 - Page 9
The new style appears in the Style pane.
32. Scroll down to locate the footer area. Double-click in the footer area. Enter Private and
Confidential in the footer, and change the text to Arial Black and 12 pt. Center the
text.
ble
The footer should look like this:
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
33. Once again, right-click and save this style g asm
ai ent G
34. Now you create a stylized table that z @the same d as the style in the report template,
My Footer.
tuname
e has
utable style S
isthe same name in the style template and report
namely “My Table.” You give the
y g t h
( r o r different
template, enabling you todhave
u se templates at every location that uses this report,
but with their u e
own e to and so on. Click Manager Styles ( ) in the Styles
zcolor scheme,
pane.
d r ig cens
Ro li
rig o
d
Ro
Chapter 7 - Page 10
35. Select Alphabetical from the “Sort order” drop-down list. Locate My Table in the “Select a
style to edit” pane and click Modify.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
36. In the Modify Style dialog box, change “Style based on:” to Light Shading – Accent 3.
od
Change the font color to blue. Change the font to Arial and the font size to 12. The dialog
R
Chapter 7 - Page 11
box should look similar to this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g oClick OK and then click OK once more. Navigate to the Learn folder on your desktop and
od
37.
R save the RTF file as My Formatted Salary Report.rtf.
38. Double-click in the body of the document to set the focus within the document and not the
header or footer. Insert a 2X2 table and then select the table.
39. You need to apply your style to the table. Click the Table Styles icon and select “My Table”
from the Custom grouping.
Your RTF file should like similar to this:
Chapter 7 - Page 12
ble
fe r a
ans
n - t r
40. Save the RTF file once more. n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 7 - Page 13
Practice 7-2: Creating a BI Publisher Style Template
Overview
In this practice, you create a BI Publisher Style Template.
Assumptions
To perform the tasks in this practice, you use the My Formatted Salary Report.rtf file
created in the previous practice.
Tasks
1. Log in to BI Publisher Enterprise Edition. From either the Catalog page or the global
header, select New > Style Template.
ble
fe r a
ans
n - t r
a no
) has eฺ
l
The Style Template dialog box appears. In the Templatesฺ c om clickuUpload
area, id ( ).
i G
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
2. In the Upload Template File dialog box, click Browse and navigate to My Formatted
Salary Report.rtf. Accept rtf as the default Template Type, and select English
Chapter 7 - Page 14
(United States) as the Locale.
3. Click OK. Your template appears in the Templates section.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om Lite\Published
uid
4. Click Save (
Reporting\Style Templates and save m
i
). Navigate to \Shared Folders\Sample
a template n G
tas My Formatted Salary
g your
e
Template. The BI Publisher Server can
e z S tud your template.
@now recognize
g u Report
5. Click Catalog and navigate to “Salary
y t h is – No Parameters” located in \Shared
( r odr use Reporting\Reports.
Folders\Sample Lite\Published
u e z e to
d r ig cens
Ro li
rig o
d
Ro
6. Click Edit.
7. In the Report Editor, click “View a list.”
Chapter 7 - Page 15
8. In the Layout pane, click the Browse icon ( ); navigate to \Shared Folders\Sample
Lite\Publisher Reporting\Style Templates, select My Formatted Salary
Template, and click Open.
9. Your Style Template appears in the Apply Style Template text box.
Locate the My Formatted Salary Report.rtf file, ensure that this is the Default
Layout (select the Default Layout check box), and select the Apply Style Template check
box.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
y g t h i
10. Click Save Report ( ). dr s e
o
(r to u
11. Click View Report.
e
u nsez
d r i g e
R o l i c
r i g o
d
Ro
Chapter 7 - Page 16
Your Style Template is applied to the report layout.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 7 - Page 17
Practice 7-3: Previewing Output by Using a Style Template
Overview
In this practice, you apply your newly created Style Template to an existing RTF file that you
previously created, and then you preview the output in Template Builder.
Assumptions
To perform the tasks in this practice, you use the Manager Financials Report.rtf file
created in the “Designing an RTF Template for a BI Publisher Report in Connected Mode”
practice.
Tasks
1. In MS Word, open Manager Financials Report.rtf located in the Learn folder on
your desktop.
ble
2. Load the sample data. Click Sample XML from the Load Data grouping and select Salary
fe r a
Report - No Parameters.xml located in the “My Templates and Files” folder on your
ans
desktop.
n - t r
3. Click Options from the Options grouping.
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z
4. The Options dialog box appears. Click
s S tab and click Browse.
e the iPreview
g h
t box, navigate to your new Style Template, My
rydata”sdialog
5. From the “Please select XML
o d e
Formatted Salary
z (r to u
Report.rtf, and click Open. The Options dialog box reappears.
g u e se
i
dr licen
R o
r i g o
d
Ro
6. Click OK.
Chapter 7 - Page 18
7. In the Preview grouping, click PDF. The formatted report appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
o
8.ig Close the PDF.
r
R od 9. Close all documents.
Chapter 7 - Page 19
Practice 7-4: Creating an RTF Sub Template
Overview
In this practice, you create a Sub Template, upload it to the BI Publisher Server, and associate it
with reports.
Caution: Entering xsl code into a Sub Template can be extremely prone to error. You should
copy and paste the syntax into the document to preclude any issues.
Tasks
1. Open a blank document in MS Word.
2. Enter <?template:Header?> in the body of the document.
Note: Header is the name of the Sub Template. Consider copying and pasting this code
into the template. ble
3. Press Enter. fe r a
ans
4. Insert the Oracle logo (O_signature_clr.gif) located in “My Templates and Files.”
n - t r
5. Press Enter.
n o
a
has eฺ
6. Enter My Employee Salary Report as the title and center the text. Format the title as
you deem appropriate.
)
7. Press Enter.
l ฺ c om uid
8. ai ent G
Enter <?end template?> to close the Header template instructions.
m
g tud
Note: Consider copying and pasting this code into the template.
@
9.
u e z s S
Save the Sub Template as headerfooter.rtf in your Learn folder.
g h i
o d ry se t
The RTF file should look similar to this:
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
10. Enter <?template:Footer?> in the body of the document.

Note: Footer is the name of the Sub Template. Consider copying and pasting this code
into the template.
11. Press Enter.
12. Enter ****Confidential**** and center the text. Format the footer as you deem
appropriate.
13. Press Enter.
14. Insert a page number and right-justify the page number.
15. Press Enter.
Chapter 7 - Page 20
16. Enter <?end template?> to close the Footer template instructions.
Note: Consider copying and pasting this code into the template.
17. Save the Sub Template again.
The RTF file should look similar to this:
ble
fe r a
ans
n - t r
a no
18. Next, upload the Sub Template to BI Publisher Server. You usea
h thes same
upload the Sub Template that you used to upload the Style )Template. ฺ
technique to
ide
If you are not logged
omTemplate.
in to BI Publisher Enterprise, do so now. Click New >cSub
l ฺ u
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d 19.
Ro Click Upload ( ).
20. Navigate to locate and select your Sub Template, headerfooter.rtf.
21. Accept the default Template Type, and select English (United States) as the Locale.
22. Click OK.
Chapter 7 - Page 21
23. Click Save. Navigate to \Shared Folders\Sample Lite\Published
Reporting\Style Templates and save your file as Header Footer Sub Template to
the BI Publisher Server.
24. Next, you must create the main RTF that calls your Sub Template file. Begin by opening the
Manager Financials Report.rtf file. Load the Sample XML data, Salary Report
- No Parameters.xml, from the “My Templates and Files” folder.
25. Recall from your lesson that you must have at least two entries to call your Sub Template.
These entries are the import and call statements.
Just above the RTV code field, press Enter twice. On the first blank line enter
<?import:xdoxsl:///Sample Lite/Published Reporting/Style
Templates/Header Footer Sub Template.xsb?>. Header Footer Sub Template is
the name that you gave the Sub Template on the BI Publisher Server.
Note: Copy and paste this code into the template.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
t> Blank) and enter the following code:
d
26. Insert a blank header (Insert
o ry> Header
s e
<?call:Header?>.(r o u
e z t
Note: Copy and
r i g e secode into the template.
u pastenthis
R od lic
drigo
Ro
27. Scroll down to the footer area. In the footer area, enter the following code:
<?call:Footer?>.
28. Close the header and footer.
29. On the BI Publisher ribbon, click Options from the Options grouping. Click the Preview tab
and remove the prior Style Template and click OK.
30. Save the RTF file as My Financials For Sub Template.rtf in your Learn folder on
your hard drive.
Chapter 7 - Page 22
31. To test this locally, you will temporarily need to comment out the import statement. In the
beginning of the import statement inside the bracket, add an exclamation point (!) and
two dashes (--). At the end of the statement following the question mark (?), add two
dashes (--). The commented out code should look like this:

32. Directly below your commented out code, provide a path to your template. Enter the
following code:
<?import:file:///D:\Learn\headerfooter.rtf?>
33. Save this as a new RTF file named My Local Sub Template.rtf.
34. From the Preview grouping, click PDF. (If prompted to reload your data, load the Sample
XML data, Salary Report - No Parameters.xml, from the “My Templates and Files”
folder.) Your PDF appears.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Note: If the PDF does not display properly, the latter portion of this practice will not work.
Chapter 7 - Page 23
35. Now you must upload the newly created “main” RTF file to the BI Publisher Server. In BI
Publisher, click New > Report.
36. Select Salary Report Data Model and click Open.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e se Editor. The Upload Template File dialog box appears.
uin the Report
r i
37. Click Upload
e n
R
38. EnteroMyd MainliRTF c in the Name text box.
igoBrowse to locate the main template file, My Financials For Sub Template.rtf.
r39.
d 40.
Ro Select RTF Template and the Type and English (United States) as the Locale.
41. Click Upload. The template appears in the Report Editor.
42. Save the report as My Financials ST Rpt in \Shared Folders\Sample
Lite\Publisher Reporting\Reports.
Chapter 7 - Page 24
43. Click View Report.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 7 - Page 25
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 7 - Page 26
ble
fe r a
ans
n - t r
a no
Practices for ) as ฺ 8: BI
hLesson
Publisher
l ฺ c ide
omServer:
u
m ai ent G and Security
Administration
@ g tud
u z
e Chapter
s S 8
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 8: BI Publisher Server: Administration and Security

Chapter 8 - Page 1
Goal
To explore Administration within BI Publisher and perform administrative tasks, such as
reviewing roles and permissions and configuring the email server
Practices Overview
You will perform administrative tasks that include:
• Configuring data sources
• Reviewing user roles and permissions
• Configuring the email server (the Oracle classroom environment uses hMailServer)
• Configuring delivery options
• Configuring security settings ble
• fe r a
Configuring Scheduler
ans
• Configuring BI Presentation Services integration settings
n - t r
n o
Time a
25 - 30 minutes
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 8 - Page 2
Practice 8-1: Defining a File Data Source
Overview
In this practice, you define a file as the data source for BI Publisher. You may define an existing
XML or MS Excel file that is stored in a directory to which BI Publisher can connect. Other data
sources accessible to BI Publisher include: JDBC, JNDI, OLAP, and LDAP. Note that you have
already defined one data source (JDBC) in the “Using Data Model Editor to Create Data Models
Based on a SQL Query Data Set” practice.
Assumptions
You have defined the JDBC connection.
Tasks
1. Log in to BI Publisher. Click Administration.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
2. Click File in the Data Sources section. The Data Sources page appears. The File tab lists
the existing file sources if any. In this case, demo files is the only file defined.

Chapter 8 - Page 3
3. Click Add Data Source. The Add Data Source page appears.
4. Provide the display name and path for the data source file. The display name appears in ble
the Data Source selection list within the Data Model Editor. The path is generally the full
fe r a
path to the top-level directory on your server. This enables users to access files in this
ans
directory and any subdirectories.
n - t r
Enter the following:
a no
Step Field Name )
Valuehas eฺ
l ฺ c om uid
a. Data Source TestCD
Name m ai ent G
@ g tud
b. Path e z S
D:\bi\Oracle_BI1\clients\bipublisher\repository\DemoFiles
u s
y g t h i
d r
In general, you can also define the file
e data source to any directory on your system that has
z (ro to us
your XML and other template files (for example, <Oracle
g u e se
Home>/xmlp/XMLP/demofiles).
i
dr licen
5. You
o
Rcan define security for this data source. You use the shuttle buttons ( ) to move
g o
ri roles from the Available Roles pane to the Allowed Roles pane. Only users assigned to the
d
Ro roles on the Allowed Roles pane will be able to create or view reports from this data source.
Select BI Administrator Role and click the shuttle button to move it to the Allowed Roles
pane.

Chapter 8 - Page 4
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
6. Click Apply to save your changes. The data source
m ai appears
n t Gin the list of available data
sources.
@ g tude
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 8 - Page 5
Practice 8-2: Reviewing the Permissions Assigned to the Default BI
Publisher Users
Overview
In this practice, you review the permissions allocated to BI Publisher users. BI Publisher users
are created in WebLogic; therefore, you can only review the assigned permissions. This practice
is designed to emphasize the differences between earlier version of BI Publisher and the current
version, BI Publisher 11g.
Assumptions
The default users were created during installation.
Tasks
1. Review the following screenshot. This is a screenshot of the WebLogic Server’s
ble
Administration Console. The default user, weblogic, belongs to two groups:
fe r a
Administrators and BIAdministrators. Other groups are also available, but not selected.
ans
n - t r
n
Because weblogic belongs to these two groups, this user can perform administrative o
a
has eฺ
tasks in BI Publisher and Oracle BI EE, and can also access the data source that you just
created.
)
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
2. On the Administration page, click Roles and Permissions in the Security Center section.

Chapter 8 - Page 6
3. The preconfigured roles and permissions for the authenticated user, weblogic, appear.
Observe that the roles for BI Administrator, BI Author, BI Consumer, and BI System are
preconfigured. These are called “seeded” application roles in Oracle Fusion Middleware,
and they are created in the WebLogic Administration Console.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
4. You can also check the account g h
privileges i
for your user ID. Click the Signed in as <user>
link, and select My Account.
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
The My Account dialog box appears. Click the My Groups tab. Note that the weblogic
user is assigned to three roles: BI Administrator, BI Author, and BI Consumer.

Chapter 8 - Page 7
ble
fe r a
ans
n - t r
n o
a
5. Click Cancel. ) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 8 - Page 8
Practice 8-3: Configuring the Email Server as a Delivery Option
Overview
In this practice, you set up the hMailServer as a delivery option for BI Publisher, allowing you to
send reports as email attachments.
Assumptions
You are still logged in to BI Publisher.
Tasks
1. To begin this practice, the services for hMailServer must be running. Start hMailServer.
Click Start > Programs > hMailServer >Service > Start Service.
2. Click the Administration link.
3. Click Email in the Delivery section. ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
r topage
4. The Email tab of the (Delivery
z u appears. Click Add Server.
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
5. On the Add Server page, enter the following details:
Step Field Value

a. Name hMailServer
b. Host localhost
c. Username user@localhost
d. Password Leave this field empty.

Chapter 8 - Page 9
The Add Server page should look like this:
ble
fe r a
ans
n - t r
6. Click Apply. n o
a
has eฺ
7. Your server appears in the table. To edit the settings, simply click the desired server name
link. )
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g oIn the “Scheduling and Bursting” practice, you will configure the Scheduler.
R od

Chapter 8 - Page 10
ble
fe r a
ans
n - t r
a no
hLesson
om and e
idBursting
Scheduling
l ฺ c u
m ai ent G
Reports
@ g tud
u z
e Chapter
s S 9
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 9: Scheduling and Bursting Reports

Chapter 9 - Page 1
Goal
To explore scheduling and bursting capabilities within BI Publisher
Practices Overview
You examine the BI Publisher Scheduler, schedule a BI Publisher report, and review the report.
You add a bursting definition for a sample report.
Time:
35 – 40 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 2
Practice 9-1: Examining the BI Publisher Scheduler, Scheduling a
Report, and Viewing the Output
Practice Overview
In this practice, you explore the BI Publisher Scheduler, schedule a BI Publisher report, and
view the data in the report.
Assumptions
To perform the tasks in this practice, you should have:
• Administrative privileges
• Completed the practices for the “BI Publisher Server: Administration and Security”
lesson
Tasks ble
fe r a
1. Log in to BI Publisher and navigate to the Administration page.
ans
2. On the Administration page in the System Maintenance section, click Scheduler
n - t r
Configuration to examine the JNDI connection.
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z S the Database Connection area.
eappears.isExamine
3. g
ry se t
The Schedule Configuration page h
o d
z (r to u
g e
u nse
d r i c e
o l i
r ig oR
o d
R

Chapter 9 - Page 3
4. Click Test Connection. A confirmation message appears if the database connection is
successfully established.
5. Click the Scheduler Diagnostics tab. Review the results. The Result area must show
“passed” as indicated in the following screenshot.
ble
fe r a
ans
n - t r
a no
has eฺ
6. Click New > Report Job on the global header.
)
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e sepage appears. On the General tab, click the Choose icon (
uReportnJob
7. r i
The Schedule
e )
R od to a lreport
to navigate ic that you would like to schedule.
r ig o
o d
R

Chapter 9 - Page 4
8. Select Salary Report – No Parameters from \Shared Folders\Sample
Lite\Published Reporting\Reports and click Open.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
The selected reportz (r tinotheu Report text box.
appears
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
9. On the Output tab, select the “Save Data for Republishing” check box.

Chapter 9 - Page 5
ble
fe r a
ans
n - t r
n o
a
10. On the Schedule tab, accept Once (the default) as the frequency and select Run Now.
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
11. On the Notification tab, select the Notify By Email check box and enter
user@localhost.com as the email address. This is the same email address that you
created in the “Administration and Security” practice.

Chapter 9 - Page 6
ble
fe r a
ans
12. Click Submit.
n - t r
n
13. Enter Scheduled Salary Report in the Report Job Name text box. Notice the schedule o
in the Submit Job dialog box. Click Submit. a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
14. An alert message window appears, indicating that your job has been successfully
submitted. Click OK.
15. Schedule the same report to run a few minutes later. Follow the same steps as described in
the preceding pages except that you should change the start time by selecting the Start

Chapter 9 - Page 7
option button and increasing the displayed time. See the following screenshot. (Hint: You
can use the date picker ( ) to change the date and time.)
16. Submit this job as well. Name the second report Scheduled Salary Report Again. ble
Notice the schedule in the Submit Job dialog box. Click Submit. fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 8
17. Open Outlook Express. Click Send/Receive > Send and Receive All.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 9
18. Open the email of your choice.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
When you click the link, youry g h i
will receiveta “Forbidden” error message in the browser. This is
( r o d
due to the firewall restrictions u sethe classroom environment. Replace the machine
within
e
name with localhost
u to in the following screenshot and click Go ( ) in the
z aseindicated
r ig cens
address bar:
d
Ro li
rig o
d
Ro

Chapter 9 - Page 10
19. Click the link inside the email to go to the job history for this report. You may have to
provide your login credentials to view the report. The Report Job History page appears.
ble
fe r a
t r a ns
n- the Report
20. The job appears in the Report Job Histories table with a successful status.oClick
n
Job name link (Scheduled Salary Report Again).
s a
a
) h deฺ
m
co Gui
i l ฺ
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
r ig o
o d
R
The job history and output details for the report appear.

Chapter 9 - Page 11
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
i nt G
aPage.
g m
Click Return to return to the Report Job History
e
21. Click Open > Report Jobs on the global @ header.tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R
22. The
o
Manage l i
Report Jobs page appears. This page shows all the scheduled report jobs, as
g o
ri well as the jobs’ statuses. A status of “Active” indicates that the job has not run yet.
d
Ro

Chapter 9 - Page 12
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 13
Practice 9-2: Creating a Report for Bursting and Scheduling the
Report to Burst to File Location
Overview
In this practice, you create a new folder, upload a data model, upload a report layout, modify the
data model with appropriate keys for bursting, and then schedule the report to burst to a file
location. You also define the bursting properties for a report.
Tasks
1. From the Catalog page, navigate to My Folders.
2. Select New > Folder.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai clickeCreate.
n tG
3. Enter My Bursting Model as the folder name
@ g tudand
4. Select the new folder.
u e z s S
g h i
5. In the Tasks pane, click Upload
o d ry ( se). t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
6. In the Upload dialog box, click Browse.

7. Navigate to “My Templates and Files” and open Salary Report Bursting Data
Model.xdmz. This is a prebuilt data model. Click Open.
8. Click Upload. The data model appears in your new folder.

Chapter 9 - Page 14
9. Edit the data model. Click the Edit link.
10. Click the Bursting node in the Data Model pane.

ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
11. Click the add icon ( ) in the Bursting pane. The Bursting pane expands and provides an
additional definition area.

Chapter 9 - Page 15
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z S
e two Bursting
s
y
12. Enter the following information g
in the t h i panes:
d r e
z ( ro to us
Step
g u e Attribute
s e or Field Choices or Values
a. i
drNamelice n Burst to File
o
R Type
r i g ob. SQL Query
d
Ro c. Data Source demo
d. Split By /ROWSET/ROW/DEPARTMENT_NAME
e. Deliver By /ROWSET/ROW/DEPARTMENT_NAME

Chapter 9 - Page 16
13. In the SQL Query pane below the Query Builder button, copy and paste this code:
select
d.department_name KEY,
'SimpleRTF' TEMPLATE,
'RTF' TEMPLATE_FORMAT,
'en-US' LOCALE,
'PDF' OUTPUT_FORMAT,
'FILE' DEL_CHANNEL,
'D:\BIP' PARAMETER1,
d.department_name || '.pdf' PARAMETER2
from
departments d
ble
Your output will be delivered to a local directory named BIP. Notice that the code
fe r a
includes the name of the template (SimpleRTF).
ans
n - t r
The Data Model should look like this:
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
14. Click Save ( ).


Chapter 9 - Page 17
16. Select Salary Report Bursting Data Model from your new folder and click Open.
17. Click Upload.
18. In the Upload Template File dialog box, enter SimpleRTF.
19. Click Browse, navigate to “My Templates and Files,” select SimpleRTF.rtf, and click
Open.
20. Select RTF Template as the Type and English (United States) as the Locale. The dialog
box should look like this:
ble
fe r a
ans
n - t r
n o
a
21. Click Upload. ) has eฺ
c om uid
22. Click Save and name the report “Salary Report for ฺBursting.”
l
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
23. Click the Properties link ( ). The Report Properties dialog box appears.

Chapter 9 - Page 18
24. On the General tab in the Advanced area, select the Enable Bursting check box and
ensure that “Burst to File” is selected from the drop-down list.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
25. Click OK.
u e z s S
g h i
26. Click Save ( ).
o d ry se t
27. Click New > Report (Job
z r to schedule
t o u this report with bursting as the output option.
e se to the My Bursting Model folder and select Salary
u tab, navigate
Reportd r igBursting.
28. On the General
e n
R o for
lic
drigo
Ro
29. On the Output tab, select the “Use Bursting Definition to Determine Output & Delivery
Destination” check box to enable bursting. Other options for output will be hidden when this
check box is selected.

Chapter 9 - Page 19
ble
30. On the Schedule tab, run the report once and immediately. fe r a
ans
31. On the Notification tab, select Email and enter your email address,
n - t r
user@localhost.com.
n o
32. Click Submit. a
33. Name the job Bursting2File.
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 20
34. Click Open > Report Job History to view the history for this report. Observe that your job
has completed successfully.
ble
fe r a
ans
n - t r
35. Navigate to the BIP folder and review the contents.
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
If you choose, you can also open Outlook Express to view the notification.

Chapter 9 - Page 21
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 9 - Page 22
ble
fe r a
ans
n - t r
a no
hLesson
Performing
l ฺ c ide
om Translations
u
m ai ent G
@ gChaptertu10d
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 10: Performing Translations

Chapter 10 - Page 1
Goal
To translate a localized template and generate an XLIFF file, and then upload the files to
Template Builder
Practices Overview
You review an existing translated RTF file and upload this localized file to Template Builder. You
then create an XLIFF file, examine it, and then upload a similar XLIFF file to Template Builder.
Time
25 – 30 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Chapter 10 - Page 2
Practice 10-1: Translating by Using a Localized Template
Overview
In this practice, you review an existing translated RTF file and upload this localized file to
Template Builder.
Assumptions
In the “Exploring Template Builder and Creating an RTF Template From a Sample File”
practice, you used Balance Letter.rtf. In this lesson, you use a translated version of the
same file. You use an RTF file that has already been translated into French.
Tasks
1. Open MS Word.
2. On the BI Publisher ribbon in the Online grouping, click Log on.
ble
3. In the Oracle BI Publisher Login window, enter your credentials and click Login. fe r a
ans
4. Click Cancel in the Open Template dialog box.
n - t r
5. Remove any previously assigned templates. In the Options grouping, click Options and
n o
a
then click the Preview tab. Clear the Style Template text box and click OK.
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
6. Navigate to “My Templates and Files” and open Balance Letter French.rtf.
Examine the RTF file. In the real world, you would build this translation file yourself or send
it to a third-party vendor for translation.
7. Click Sample XML and load the
<drive>:\bi\Oracle_BI1\clients\bipublisher\repository\DemoFiles\Bal
ance.xml XML data file.

Chapter 10 - Page 3
8. Click PDF in the Preview grouping. Examine the contents.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
9. Close the PDF and the RTF file.
11. Navigate to the Balance Letter located in \Shared Folders\Sample Lite\Published
Reporting\Reports. Click Edit.

Chapter 10 - Page 4
12. The Report Editor appears. Click the Properties link for RTF Template (the basic Balance
Letter).
The Template Editor appears.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r click tUpload.
13. In the Templates table, o u The Upload Template File dialog box appears.
g e se translation file. Navigate to “My Templates and Files” and
u the localized
d r i
14. Browse to locate
e n
selectoBalance
R licLetter French.rtf, and click Open.
rigo
15. Accept RTF as the default Template Type and select French (France) as the Locale.
d
Ro

Chapter 10 - Page 5
16. Click OK. The localized template appears in the Templates table.
Recall that BI Publisher looks for a localized template before it looks into the Translations
table.
17. Select the check box for the new localized French template.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
18. Click Save and then click Return.
@ g tud
19. Log out.
u e z s S
g h i
t URL:
o d ry thesefollowing
20. Log in to Oracle BI EE, by using
( r to u
http://localhost:7001/analytics.
z
Once again, enter the username and password
as weblogic and
g u e welcome1,
s e respectively.
i
dr inlAs
21. Click Signed
c n
e<your user ID > My Account. The My Account dialog box appears.
R o i
r i g o
d
Ro

Chapter 10 - Page 6
22. Click the BI Publisher Preferences tab and change Report Locale to français – France.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
23. Click o
OK r i e
d and loglicout.
24. o Rback into BI Publisher.
Log
dr i g
Ro

Chapter 10 - Page 7
25. On the Catalog page, navigate to your Balance Letter and click Open to run the report.
Click the RTF Template tab. The report appears in your browser window.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g t h i
26. Log out of BI Publisher.
27. Log back in to Oracle(rBI oEEdryand uchange
se your BI Publisher Preferences back to English.
u
28. Log out of Oracle e zBI EE. e to
d r e ns If you edit the properties once again for the RTF template and
g Publisher.
ini to BI c
29. Log back
setR li to English, when you run the report again, it will default to the English
o default back
the
r ig o
o d
R

Chapter 10 - Page 8
version.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
30. Leave MS Word open and do not logzout. S
g u e i s
ry se t h
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro

Chapter 10 - Page 9
Practice 10-2: Translating by Using an XLIFF
Overview
In this practice, you create an XLIFF file by using Template Builder in MS Word, examine it, and
then upload a similar XLIFF file (one that has been translated for you) to Template Builder.
Recall from the “Performing Translations” lesson that you use this option only if you require
translation of the text strings of the template layout.
Assumptions
In this practice, you use an XLIFF file that has already been translated into German (located in
the <drive>:\My Templates and Files) folder.
Additionally, you use the My Balance Letter.rtf file located in your Learn folder. This was
created in the practice titled “Exploring Template Builder and Creating an RTF Template from a
Sample File.”
ble
fe r a
ans
Tasks
n - t r
1. n
Open the My Balance Letter.rtf file located in your Learn folder. o
a
2.
has eฺ
Load the same sample data that you loaded in the previous practice. Click Sample XML
and load the )
ฺ c om uid
<drive>:\bi\Oracle_BI1\clients\bipublisher\repository\DemoFiles\Bal
l
ance.xml XML data file.
m ai ent G
3.
@ g tud
In the Tools grouping, click Translation and from the drop-down list, select Extract Text.
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od 4. Navigate to the Learn folder and save the file as Balance Letter.xlf. The XLIFF file
opens and appears in WordPad.
Note that you may receive a message window requiring you to associate the XLIFF file type
with a program to open it. Select WordPad as the editor.
Examine the XLIFF file for source and target elements, embedded fields, and so on.

Chapter 10 - Page 10
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
Close the XLIFF
g e
u nse
file.
r i
dthe error-prone
c e nature of editing fields within an XML (XLIFF) file in WordPad, a
R
Due o
to l i
r i g o
sample file (that has already been translated) is available for review and upload.
d 5.
Ro Open the German translation file by using Word Pad. Navigate to “My Templates and Files”
and open Translation German.xlf.
Do not change this file.
Notice the source and target translation languages and some of the converted embedded

fields.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
r i
d file withoutc e saving any incidental changes.
6. CloseR othis l i
r
7.i g o
Preview the translation file. In the Tools grouping, click Translation and then select
d
Ro Preview Translation.
Select the Translation German.xlf file as in the preceding step and click Open. The
preview appears. Template Builder merges the sample data, the translation file, and the
template to produce the PDF.

ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
8. Close the Preview.

10. Navigate to the Balance Letter (as above) located in \Shared Folders\Sample
Lite\Published Reporting\Reports. Click Edit.
11. The Report Editor appears. Click the Properties link for RTF Template (the basic Balance
Letter).
12. In the Templates table, select English (United States) as the default locale.
13. Select the French (France) row and click Delete. This removes the localized template.
Recall that BI Publisher will look for a localized template in the Templates table before

looking in the Translations table.
14. In the Translations table, click Upload.

ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u
15. The Upload Template File dialog box z
e appears.s SBrowse to locate the translation file.
y g t h i
d r
Navigate to “My Templates and Files”
e and open Translation German.xlf.
z (ro as
16. Select German (Germany)
t o usLocale.
the
g u e se
i
dr licen
R o
r i g o
d
Ro
17. Click OK. The translation file appears in the Translations table.

18. Click Extract Translation. The “Opening translation.xlf” dialog box appears.
ble
fe r a
t r a ns
contents. Click Save. n on- the
19. You can save the file to make changes at a later time or you can open it to review
20. Double-click the “translation (n).xlf” file in the Downloads dialog a s

box.
a
m ) h deฺ
i l ฺ co Gui
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro

The XLIFF file appears in a new browser window.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
21. Spend a few minutes browsing through
u e z S file and when you have finished
the XLIFF
s
yg e th
reviewing the content, close the browser. i
d r
(ro to us
22. Click Save and then click Return.
23. Log out. z
ueBI EE.nse
i g
24. Log in to rOracle
d inlAs e<your user ID> My Account. The My Account dialog box appears.
R
25. Click o
Signed i c
r i
26. g o
Click the BI Publisher Preferences tab and change Report Locale to Deutsch –
d
Ro Deutschland.
27. Click OK and log out.

28. Log back in to BI Publisher.

29. From the Catalog page, navigate to your Balance Letter and click Open to run the report.
Click the RTF Template tab. The report appears in your browser window.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g
30. Log out ofriBI
e
uPublisher.se
e n
R
31. Log od in to Oracle
back lic BI EE and change your BI Publisher Report Locale back to English –
rigoUnited States.
d 32.
Ro Log out of Oracle BI EE.
33. Log back in to BI Publisher and verify once again that your default language is English by
running the report.

ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

ble
fe r a
ans
n - t r
a no
hLesson
Integrating
l ฺ c ide
om BIuPublisher with
a i nt G
m dBI
gOracle e Enterprise Edition
@
z Chaptert u
S 11
g u e i s
ry se t h
o d
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practices for Lesson 11: Integrating BI Publisher with Oracle BI Enterprise Edition
Chapter 11 - Page 1
Goal
To create BI Publisher reports based on an XML file and an MS Excel spreadsheet
Practices Overview
You begin by reviewing the System Maintenance – Sever Configuration page. You create an
Oracle BI analysis. Then, you create two data models and BI Publisher reports. The first is
based on the Oracle BI analysis and the second is based on a BI Server SQL query. You add
the Oracle BI analysis to an Oracle BI EE dashboard.
Time
25 – 30 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 11 - Page 2
Practice 11-1: Viewing Presentation Catalog Integration Details
Overview
In this practice, you open the Administration page and view server configuration details.
Assumptions
You have enabled integration with Oracle BI EE.
Tasks
1. Log in to BI Publisher.
2. Click Administration > Server Configuration, located in the System Maintenance
grouping.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
z @g Stpage
3. The System Maintenance > ServereConfiguration
ud appears. As mentioned in your
y g
corresponding lesson, this page uallows tyou
h isto configure BI Publisher to use the
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Chapter 11 - Page 3
Presentation Catalog. Review the details, but do not make any changes.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
4. Click Cancel.
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
Chapter 11 - Page 4
Practice 11-2: Creating an Oracle BI Analysis
Overview
In this practice, you create a simple sales analysis by using Oracle BI Analytics, the analysis
component of Oracle BI EE.
Assumptions
You have enabled integration with Oracle BI, allowing you to access the Presentation Catalog.
This allows you to create an Oracle BI analysis as a data source.
Tasks
1. Open Oracle BI EE. Enter the URL for Oracle BI EE in a browser window by using the
following format:
http://<hostname>:<port>/analytics/. For example:
ble
http://localhost:7001/analytics/.
fe r a
Your instructor can provide you with the correct URL.
ans
2. Sign in. On the sign-in screen for Oracle BI EE, enter the username and password for the
n - t r
user with BI Administrator privileges, as given by your instructor.
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. Click Sign In. When you sign in, the Home page or your personal dashboard page, My
Dashboard, appears. Oracle BI EE has many of the same features that you use in BI
Publisher, such as the global header or the Create section.
Chapter 11 - Page 5
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 11 - Page 6
4. Click the Home link on the global header and then click New > Analysis.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
5. z
From the Select Subject (r Areatodialog
u box, click Sample Sales Lite. A subject area contains
g e
u columns, seattribute columns, hierarchical columns, and hierarchy levels
d r i
folders, measure
c e n
o
that represent i
information
l about your organization’s business.
r ig oR
o d
R
Chapter 11 - Page 7
6. The Analysis Editor appears. You build your analysis by using the Criteria tab and you
review your analysis on the Results tab.
ble
fe r a
t r a ns
) for the Offices table. n on-plus sign (
7. To build your query, you select columns from the Subject Area pane. Click the
s aColumns pane.
a
8. Double-click the Company column to add the column to the Selected
) h deฺ
m
co Gui
i l ฺ
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
Company appears in the Selected Columns pane.
9. Click the plus sign ( ) for the Time table.
Chapter 11 - Page 8
10. Double-click the Per Name Year column. Per Name Year appears in the Selected Columns
pane.
11. Similarly, expand the Products table and add Product and Product Type.
12. Expand the Base-Facts table and add Revenue and Target Revenue. The Selected
Columns pane should look like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 11 - Page 9
13. Click the Results tab. By default, a compound layout, containing a Title view and a Table
view, is created for your analysis.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
(r o
Note: If you addeazhierarchytlevel
uor hierarchical column when building the analysis, the
r i g
default compoundu layout
e n sewill contain a Pivot Table view. Pivot tables are beyond the scope
d
of thisopractice. lic
R
d igoClick Delete ( ) to remove the Title view.
r14.
Ro
Observe that although you have removed the Title view from the Compound Layout, it is
still available in the Views pane.
15. Save the analysis. Click Save ( ). To make this analysis available for inclusion on a
dashboard, you must save it to a shared folder.
16. Navigate to the \Shared Folders\Sample Lite\Published
Reporting\Analyses\ folder and name this analysis Company Product Revenue by
Year. Click OK.
The name of your analysis appears on the tab.
17. Click Sign Out.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practice 11-3: Creating a Data Model and Report Based on an Oracle
BI Analysis
Overview
In this practice, you create a data model and report from an Oracle BI analysis data set.
Assumptions
You have successfully created the Oracle BI analysis in the second practice for this lesson.
Tasks
1. Log back in to BI Publisher
2. Click New > Data Model.
3. In the Data Model pane, select Data Sets and then click Data Sets > Oracle BI Analysis.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
4. In the Create Data Set – Oracle BI Analysis dialog box, enter “Company Prod Rev by
Year” in the Name text box.
5. Click the Search icon ( ). Navigate to the \shared\Sample Lite\Published
Reporting\Analyses folder and select “Company Product Revenue by Year” from the
Oracle BI Catalog dialog box.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
6. Enter 15 in the Time Out text box.
m ai ent G
@ gdialogtubox
d should look like this:
e z
The “Create Data Set – Oracle BI Analysis”
u this S
y g
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
7. Click OK.
8. Save the data model as Prod Sales in your Learn folder.
9. Click Company Prod Rev by Year in the Data Model pane. The column names that appear
in the design area are inherited from Presentation Services and are not meaningful to the
end user.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u z Snames and change the Display Names as
ethese display
s
g
10. Click the Structure tab to change h i
indicated in the table:
o d ry se t
z (r to u
g e
u Source seColumn Name
Step
d r i Data
c e n Display Name Value
a.Ro Column0 li Company
g o
ri b. Column1
d Year
Ro c. Column2 Product
d. Column3 Product Type
e. Column4 Revenue
f. Column5 Target Revenue
The Structure tab should look like this:
ble
fe r a
ans
n - t r
a no
Save the data model.
) h as ฺ
om uide
11. Click XML and then click Run.
l ฺ c
ai ent G
12. From the Open Menu, select Save As Sample Data.
13. Save the data model. m
g tud your data.
14. Click New > Report to create a simple z @ S
layout to display
eand clickisOpen.
g u h
o d ryreportseas tProd Sales by Year in the \Shared
15. Select the Prod Sales data model
z r to u
16. In the Report Editor, save the
(Lite\Published
Folders\Sample
g u e s e Reporting\Analyses folder. To make this
d r i cen
report available for addition to a dashboard, it must be stored in Shared Folders.
RoGeneratelifrom the “Upload or Generate Layout” section of the Report Editor.
17. Select
o
ig Name the template “Company Product Sales by Year” and click Generate.
r18.
d 19.
Ro Save the report.
20. Click View Report. Your report should look like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practice 11-4: Adding a BI Publisher Report to an Oracle BI EE
Dashboard
Overview
In this practice, you add a BI Publisher report created from an Oracle BI analysis data set to an
Oracle BI EE Dashboard.
Assumptions
You have successfully created the BI Publisher report in the third practice (preceding practice).
Tasks
1. Open a new browser window. Log in to Oracle BI EE (enter
http://localhost:7001/analytics in the address bar).
2. Enter your credentials in the User ID and Password text boxes in the Oracle BI EE Sign In ble
window and click Sign In. fe r a
ans
3. Your default dashboard, specified in My Account > Preferences, in the lab environment is
My Dashboard. n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
4. Click Page Options ( ) > Edit Dashboard or click Edit ( ) to edit the dashboard.
The Dashboard Editor appears. The Dashboard Editor is composed of three areas:
Dashboard Objects pane, Catalog pane, and the work area (Drop Content Here).
ble
fe r a
ans
n - t r
a no
) has eฺ
c m uid
oShared
l ฺ
i nt G Folders and navigate to
5. In the Catalog pane, click the plus sign ( ) to expand
a
gm tude folder.
the \Sample Lite\Published Reporting\Analyses
@
u e z sS
r y g
e t hi
( r od us
u e z e to
d r ig cens
Ro li
rig o
d
Ro
6. Drag the “Company Product Revenue by Year” report file to the work area.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
g areatuandd the report is inserted into the column.
A column is automatically added to the work
@
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
7. Click Save and click Run to open My Dashboard and view your report.
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g t h i
o d ry window.
s e
8. Minimize the dashboard
( r u
browser
o
You will add another report to the dashboard at
g u ez se t
the end of this practice.
o dri licen
o R
dr i g
Ro
Practice 11-5: Creating a Data Model and Report Based on an Oracle
BI Server SQL Query
Overview
In this practice, you create a data model and report from an Oracle BI Server SQL data set and
add it to your dashboard.
Tasks
1. Log back in to BI Publisher and then click New > Data Model.
2. In the Data Model pane, select Data Sets and then click Data Sets > SQL Query.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od 3. In the Create Data Set – SQL dialog box, enter Fulfillment in the Name text box.
4. Select Oracle BI EE as the Data Source.
5. Click Query Builder.
6. In the Query Builder, select the following tables: Time, Orders, Products, Orders Dates,
and Base Facts.
7. Select the following columns from each table:
Step Table Name Column

a. Time Per Name Qtr
b. Orders Order Status
c. Orders Order to Bill Days
d. Products Product
e. Orders Dates Order Date
Step Table Name Column
f. Base Facts Billed Quantity
g. Base Facts Discount Amount
The Model pane should look like this:

ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od 8. Click Conditions. Sort first on Per Name Qtr and then on Product.
9. Click SQL to view the code.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
10. Click Results. The results appear.
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
11. Click Save.

12. Click OK in the Create Data Set – SQL dialog box.
13. Click the Structure tab and change the Display Name for each field as follows:
Step Data Source Column Name Display Name Value

a. PER NAME QTR Qtr
b. ORDER STATUS Order Status

c. ORDER TO BILL DAYS Order 2 Bill Days
d. PRODUCT Product
e. BILLED QUANTITY Billed Qty
f. DISCOUNT AMOUNT Disc Amt
g. ORDER DATE Order Date
ble
fe r a
The Structure tab should look like this:
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
14. Save the data model as Fulfillment in your Learn folder.

15. Click XML, run the report, and save the sample data. Save the data model.
16. Click New > Report to create a simple layout to display your data.
17. Select the Fulfillment data model and click Open.
18. In the Report Editor, save the report as Quarterly Fulfillment in the \Sample
Lite\Published Reporting\Analyses folder.
19. Select Generate from the “Upload or Generate Layout” section of the Report Editor and
name the template Quarterly Fulfillment. Click Generate. If you prefer, you can
build your own report by using the Layout Editor rather than generating an automatic layout.
20. Save the report and then click View Report. Your report should look like this:
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
21. Open your minimized dashboard browser.g
e z @ Stud
22. Click Page Options ( ) > Editu
y g t h is you
Dashboard. Observe that there are far more options
o d
available in the Page Options r menu
s e
now that have an object in your dashboard.
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d
Ro
23. Drag the Column object to the work area above Column 1 (as indicated in the image). A
bright blue line indicates the proper drop zone.
ble
fe r a
ans
n - t r
a no
) has eฺ
mnow renumbered
24. A new column appears above Column 1 and Columnc1ois uid to Column 2.
i l ฺ G
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
25. In the Catalog pane, click the plus sign ( ) to expand Shared Analyses and navigate to
\Sample Lite\Published Reporting\Analyses.
26. Drag Quarterly Fulfillment to the new column.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
27. Click Save and click Run to open My Dashboard and view your report.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
ble
fe r a
ans
n - t r
a no
hLesson
Creating
l ฺ c om
Data u ide
Models and BI
a i nt G
m de Reports Based on
gPublisher
e z @ S
Other tuData Sources
y i s
gu thChapter
r
od us e 12
( r
z e to
u e
d r ig cens
Ro li
r i g o
R od
Practices for Lesson 12: Creating Data Models and BI Publisher Reports Based on Other Data Sources
Chapter 12 - Page 1
Goal
To create BI Publisher reports based on an XML file and an MS Excel spreadsheet
Practices Overview
You create two BI Publisher reports. The first report is based on an XML file and the second is
based on an MS Excel spreadsheet.
Time
25 – 30 minutes
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 12 - Page 2
Practice 12-1: Creating a BI Publisher Report Based on an XML File
Overview
You can use an XML data file stored in a directory that has been set up by your Administrator as
a data source; however, there is no metadata available from file data sets. When you set up
data sources, you define a file directory as a data set. You place XML documents in the file
directory to access directly as data sources for your reports.
Assumptions
To perform the tasks in this practice, you must have access to the demo files provided with BI
Publisher. This demo file is generally found in the
<drive>:\<FusionMdleWare_home>\Oracle_BI1\clients\bipublisher\reposito
ry\DemoFiles directory
ble
Tasks
fe r a
1. Log in to BI Publisher.
ans
n - t r
3. n
In the Data Model pane, select Data Sets and then click Data Sets > XML File. o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
4. In the Create Data Set – File dialog box, enter Customer Balance in the Name text box.
Chapter 12 - Page 3
5. Click the Search icon ( ) and select Balance.xml in the webpage dialog box.
ble
fe r a
ans
n - t r
n o
a
) h as ฺ
om uide
The Create Data Set – File dialog box should look like this:
l ฺ c
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
d 6.
Ro
Click OK.
7. Save the data model as Customer Balance in your Learn folder.
8. Click XML and then click Run.
Chapter 12 - Page 4
9. From the Open Menu, select Save As Sample Data.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
umodel.nse
i
10. Save the rdata
d > Report c e
R
11. Click o
New l i to create a simple layout to display your data.
g o
i Select the Customer Balance data model and click Open.
r12.
d 13.
Ro In the Report Editor, save the report as Customer Balance Report.
14. Select Blank (Portrait) from the Basic Templates section of the Report Editor.
15. Insert a Data Table and then create a layout as follows:
Step Action Choices or Values

a. Add Customer Number
b. Add Trx Number
c. Add Transaction Date
d. Add Trans Amount
e. Add Trans Amount Remaining
f. Group Above Customer Number
g. Format as Currency Trans Amount and its total
Chapter 12 - Page 5
ble
fe r a
t r a ns
h. Format as Currency
n oand- its total
Trans Amount Remaining n
s a
a
) h deฺ
m
co Gui
i l ฺ
g ma dent
e z @ Stu
y g u this
( r odr use
u e z e to
d r ig cens
Ro li
rig o
d
Ro
i. Remove summation Trx Number Total
Hint: Select the column total and then click
Formula > Blank Text.
Chapter 12 - Page 6
ble
fe r a
ans
n - t r
16. Save the layout as Simple Cust Balance.
n o
The layout grid should look similar to this: a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
17. Click Return.

18. Click Save.
Chapter 12 - Page 7
19. Click View Report. Your report should look similar to this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Chapter 12 - Page 8
Practice 12-2: Creating a BI Publisher Report Based on an MS Excel
Spreadsheet
Overview
You can use an MS Excel file stored in a directory that has been set up by your Administrator as
a data source. This file must be saved in the Excel 97-2003 Workbook (*.xls) format.
Assumptions
To perform the tasks in this practice, an MS Excel spreadsheet was created from the salary
report detail that you worked with in the previous lessons and practices. This file is stored in the
Demofiles directory.
Tasks
ble
fe r a
2. In the Data Model pane, select Data Sets and then click Data Sets > Microsoft Excel File.
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
3. In the Create Data Set – Excel dialog box, enter Simple Salary Report in the Name
text box.
Chapter 12 - Page 9
4. Select the Local radio button and click Upload ( ).
ble
fe r a
ans
n - t r
a no
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
Note: If the workbookz (ris shared,
t o uit must be stored in the
g e
u nse
\<FMW_home>\Oracle_BI1\clients\bipublisher\repository\DemoFiles
d r i c e
5. o
directory.
In R
o l i
the Upload dialog box, click Browse, navigate to “My Templates and Files,” select
r i
d 6. g SimpleSalary.xls, and click Open.
Ro Click Upload.
7. This workbook has two worksheets. From the Sheet Name drop-down list, accept the
default, SimpleSalary.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
The Create Data Set – Excel dialog box should look like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
8. Click OK. r to u
z (as
g e
9. Save the dataumodel
s e Salary in your Learn folder.
Simple
i
dr and thenc n
eclick Run.
10. Click XML
11. o From
o l i
R the Open Menu, select Save As Sample Data.
r i
d 12.g Save the data model.
Ro 13. Click New > Report to generate a simple layout to display your data.
14. Select the Simple Salary data model and click Open.
15. In the Report Editor, save the report as Simple Salary Report.
16. Select Generate from the “Upload or Generate Layout” section of the Report Editor.
17. In the Auto Generate Layout dialog box, enter SimpleSalary as the Template Name.
18. Click Generate.

19. Click Save in the Report Editor.
20. Click View Report. Your report should look like this:
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practice 12-3: Creating a BI Publisher Report Based on External Web
Services
Overview
In this practice, you create a BI Publisher report based on an external web service data source.
Tasks
1. Double-click My Computer on your desktop.
2. Navigate to <drive>:\My Templates and Files\EDAG1201\ and double-click
EDAG1201.htm to run the interactive demonstration.
Note: If you are prompted to select a file with which to view this file, choose the “Select a
program from a list” option, and then select Firefox.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
Practice 12-4: Creating a BI Publisher Report Based on HTTP
(XML/RSS Feed) Data Sources
Overview
In this practice, you create a BI Publisher report based on an HTTP data source.
Tasks
1. Double-click My Computer on your desktop.
2. Navigate to <drive>:\My Templates and Files\EDAG1202\ and double-click
EDAG1202.htm to run the interactive demonstration.
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od
ble
fe r a
ans
n - t r
n o
a
) has eฺ
l ฺ c om uid
m ai ent G
@ g tud
u e z s S
g h i
o d ry se t
z (r to u
g e
u nse
d r i c e
R o l i
r i g o
R od

Oracle BI Publisher 11g R1 Fundamentals Ed 1 (Activity Guide)

Diunggah oleh

Informasi Dokumen

Judul Asli

Hak Cipta

Format Tersedia

Bagikan dokumen Ini

Bagikan atau Tanam Dokumen

Opsi Berbagi

Apakah menurut Anda dokumen ini bermanfaat?

Apakah konten ini tidak pantas?

Hak Cipta:

Format Tersedia

Oracle BI Publisher 11g R1 Fundamentals Ed 1 (Activity Guide)

Diunggah oleh

Hak Cipta:

Format Tersedia

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2011, Oracle and/or its affiliatesฺ

Restricted Rights Notice

U.S. GOVERNMENT RIGHTS

Practices for Lesson 3: Getting Started with BI Publisher....................................................................... 3-1

Practice 4-6: Creating a Report Based on the Employee Dataa G u

Practice 5-1: Creating a z (roby Using

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher 11g R1: Fundamentals Table of Contents

Practices for Lesson 10: Performing Translations................................................................................... 10-1

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher 11g R1: Fundamentals Table of Contents

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher 11g R1: Fundamentals Table of Contents

Business Intelligence Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle BI Publisher 11g R1: Fundamentals Table of Contents

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1: Introduction to Oracle BI Publisher 11g

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1: Introduction to Oracle BI Publisher 11g

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2: BI Publisher: Technology and Architecture

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2: BI Publisher: Technology and Architecture

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

r i g o Note: For your practice, the string should look like

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Getting Started with BI Publisher