Oracle BI Publisher E0 Training Manual

7/28/2019 Oracle BI Publisher E0 Training Manual

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Standalone Oracle BI Publisher Standalone Oracle BI Publisher

E0 Training ManualE0 Training Manual

TTH/AMRTTH/AMR

AuthorAuthor

-- Prabhu APrabhu A (([email protected]@tcs.com)) -- Babu DassBabu Dass ([email protected])([email protected])



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Agenda Agenda

Overview

Overview

IntroductionIntroduction

Create a new reportCreate a new report

Overview

Design a RTF template using template builder Design a RTF template using template builder

Burst ing the reportBursting the report

Overview

Exporting the reportExporting the report

Scheduling the reportScheduling the report

Overview

Migrate the reportMigrate the report

Security configurationSecurity configuration

Overview

User creationUser creation

Roles and PermissionsRoles and Permissions

Admin screen Admin screen -- OverviewOverview



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IntroductionIntroduction

¾ Oracle Business Intelligence Publisher is an enterprise reporting solution to author, manage, and deliver all types of highly formatted documents.

¾ End users can easily design report layouts using familiar desktop tools, reducing the time and cost needed to developand maintain reports.

¾ Extremely efficient and highly scalable. Reports can be viewed online or scheduled for delivery to a wide range of destinations.

Oracle Corporation released Oracle BI publisher in two ways.

1. Standalone BI Publisher.

It works as standalone reporting tool owning its inbuilt security model. This training manual gives moreinformation about the standalone BI Publisher tool and its capabilities.

2. BI Publisher Integrated wi th OBIEE.

This comes along with Oracle Business Intelligence Enterprise Edition. It will use the OBIEE’s security model.



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BI Publisher BI Publisher -- Architecture Architecture

(RTF, PDF) (RTF, PDF, PPTHTML, MHTML,XML, XLS, CSV)

High level architecture of Oracle BI Publisher is

XML



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BI Publisher BI Publisher

Login w ith your username, password and select

the appropriate Language and click on “ Sign In”



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BI Publisher BI Publisher – – Home PageHome Page

Shared Folders, where the common reports get stored. Users can

access these reports according to their permissions. Click on

“ more…” to view the entire shared folder.

My Folders, where the personal

reports get stored. These reports can

be accessed by only by the users who

created.



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BI Publisher BI Publisher – – Home PageHome Page

This is the folder which can hold reports,

used to organize the reports

These are the reports present within the

folder “ Supply Chain Management”



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BI Publisher BI Publisher – – Create new BIP reportCreate new BIP report

Use these options to create new fo lder toorganize the reports and to create a new report.

Click on “ Create a new report” .



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BI Publisher BI Publisher – – Create new BIP reportCreate new BIP report …….cont.cont’’dd

Enter the report name and click on “ Create”

button. New report “ AA Demo” will be shown in

the right pane.



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BI Publisher BI Publisher – – Create new BIP reportCreate new BIP report ……..cont..cont’’dd

This report is created directly under “Shared Folders” . You can also create a report under a particular folder by clicking on the

“ Create a new report” after drill down to the path where you want to create a new report. There are five options available for a report .

1. View – To view the result of the report

2. Schedule – To schedule this at a particular time with /without a condition and deliver to a set to delivery devices.

3. History – To view the report results/status of the scheduled report.

4. Edit – To edit the report.

5. Configure – To configure the report with lots of properties.



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These are the inputs needed to create a BIP report.

1. Data Model – Source data on which you need to create a report.

2. List of values – To add a list of values for more interaction.3. Parameters – To pass parameters to the report.

4. Layout – How to display the data to the user.

5. Burst ing – To specify the parameters to deliver the report based

on a column value.

Click on “ New” to add new and “ Delete” to delete the items.



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BI Publisher BI Publisher – – Create a data model for a BIP reportCreate a data model for a BIP report

Select the Data Model and click on “ New” and enter the

data model name and select the type of source data

and provide the appropriate details. Here XML file is the

source data. Mentioned xml f ile should be present inthe BIPHome/xmlp/xmlp/DemoFiles. Save the report.



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Other Sources of report ing are shown in

the dropdown list.



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BI Publisher BI Publisher -- Developer ToolsDeveloper Tools

“ Template Builder” link is used to install Oracle BI

Publisher Desktop in the client machine.

“ Analyzer for Excel” link is used to install the Excel Analyzer in the client machine.

“ Oracle SQL Developer” link is used to navigate to the

Oracle site, where you can download the SQL

Developer and its associated documents.





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BI Publisher BI Publisher – – Creating report template [Log on screen]Creating report template [Log on screen]

Click on “ Login” button. It will ask you to selectthe report for creating template as shown in the

next slide.



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BI Publisher BI Publisher -- Creating report templateCreating report template …….cont.cont’’dd

Select the report and click on “ Open Report”

button.



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BI Publisher BI Publisher -- Creating report template ....contCreating report template ....cont ’’dd

Click on “ Insert” menu and select “ Field” . You will get a pop up window

with the fields provided in the xml which is mentioned in the Data Model

section. Drag and drop or select the field and click on insert but ton on the

pop up and design the report you want to look like.



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BI Publisher BI Publisher -- Creating report templateCreating report template ……contcont ’’dd

Af ter designing the template, select the

“ Oracle BI Publisher” menu and select

“ Upload Template As” and provide the

suitable template name. This template willbe added to the report automatically.



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BI Publisher BI Publisher -- Creating LayoutsCreating Layouts

Select “ Layout” and click on “ New” , you will get

this screen. Report template that you created will

be automatically selected and you can adjust the

output format types by check/uncheck thecheckboxes associated with the format types.

Provide the appropr iate name and save the report.



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BI Publisher BI Publisher -- BurstingBursting

Specify the split by and deliver by

fields and provide the data source

for the delivery.



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BI Publisher BI Publisher -- Viewing resultsViewing results

Click on “ View to view the result. Select the output type and you can view

the result the selected outpu t type. You can also export the result in the

selected output type, send the results to the delivery device attached and

also schedule this report to a particular time with/without condition.



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BI Publisher BI Publisher -- Export reportsExport reports

Select the output type and click on “ Export”

button, you will get a File Download option.

You can open the file or save it on your pc.



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BI Publisher BI Publisher -- Send to delivery devicesSend to delivery devices

Use this button to deliver the report to various delivery devices. You will get a pop up and selectthe delivery device and provide the appropriate details. List of delivery devices are shown in the

left hand side.



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BI Publisher BI Publisher -- Scheduling the reportScheduling the report

You need to give a name for the particular job and select the parameters

and how you want to view the output and if you need any notifications

when a particular event happen and what frequency you want to run this

report. After filling all the detail click “ Submit”



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BI Publisher BI Publisher -- Runtime ConfigurationRuntime Configuration

There are lot of Runtime Properties. You can set/reset those values,

which will be used while running the report.





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BI Publisher BI Publisher -- Schedules screenSchedules screen

You can view status/username/scope/start time/end time of all the scheduled

report and also you can download the result document as well as XML file

for the output.

To sign out from the BIPublisher, click the “ Sign

Out” l ink.

To go back to OBIEE Dashboard,click on “ Dashboards” link.

History of scheduled report



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BI Publisher BI Publisher -- Uploading a reportUploading a report

You can upload the existing report o f one BIP

server to the other server with this option.



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You need to select the xdo fi le of the existing

report and select whether to overwrite the

existing report and click on “ Upload” button.

Report w ill be created with the name of the xdofile as shown below. Need to associate the

template to display the result.

BI Publisher BI Publisher -- Uploading a reportUploading a report ……ContCont’’dd



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BI Publisher BI Publisher -- Admin Screen Admin Screen

Admin privi leged users can view this

screen. Most of the configuration settings

can be done here.

Security is handled in this section.

Explained in detail in the following

slides.



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BI Publisher BI Publisher -- Security Center (Security Configuration)Security Center (Security Configuration)

Enable the check box and provide the superuser name and

password as this user can log in to system independent of

security model.

Enable the checkbox and provide

the credentials to enable single

sign on security model.

BI P bli hBI P bli h S it C t (S it C f)S it C t (S it C f) C tC t’’dd



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BI Publisher BI Publisher -- Security Center (Security Conf)Security Center (Security Conf) ……ContCont’’dd

These are the security models supported by Oracle BI Publisher.

BI P bli hBI P bli h S it C t (U )S it C t (U )



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BI Publisher BI Publisher -- Security Center (User)Security Center (User)

Click the “Create User” button to create a new user using the

below screen for Oracle BI Publisher.

Enter the Username and password and

Click on “ Apply” button to create the user.

BI P bli hBI Publisher S it C t (R l & P i i )Security Center (Roles & Permissions)



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BI Publisher BI Publisher -- Security Center (Roles & Permissions)Security Center (Roles & Permissions)

Can create roles using the below screen and assign access/permission

to specific folders, data sources and assign existing roles.

Enter the name and descript ion of the role

and Click on “ Apply” button to create the

role.

BI P bli hBI P bli h Ad i SAd i S



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BI Publisher BI Publisher -- Admin Screen Admin Screen

Oracle BI Reporting can be done from

these data sources.

Oracle BI reports can be delivered to

the list o f devices marked.

Repository conf iguration, server/scheduler

configuration can be done in this section.

Can refresh the folders and reports us ing

the “ Refresh Metadata” link.

Runtime properties of the reports and

fonts used in the BIP repots can be mapped

in this section.

Oracle BI presentation services and BI

Discoverer are configured to use as

source for BIP reports.



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Thank You Thank You

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Documents

Oracle BI Publisher E0 Training Manual