Getting Started with BI Publisher

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

Objectives
After completing this lesson, you should be able to do the following: Log in to BI Publisher Browse the Catalog and view Catalog objects Create a JDBC connection to the database Manage Catalog objects Create a simple report based on a sample data model Add layouts to the report Save and view a report Analyze data by using Excel Analyzer

3-2

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

Logging In to BI Publisher

3-3

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

The Home Page

Global Header

Search

3-5

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

The Global Header

Catalog Option

3-7

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

The Global Header

Open Option

New Option

3-8

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

Setting Account Preferences

3-9

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

Defining a JDBC Connection

3 - 11

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

Defining a JDBC Connection

3 - 12

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

Browsing the Catalog

3 - 13

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

BI Publisher Repository Object Types

Folders Data models Reports Style templates Sub Templates

3 - 14

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

Viewing Reports

3 - 16

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

Managing Repository Objects

Creating folders Other tasks against Catalog objects:
- Copying and pasting - Renaming and deleting - Downloading/uploading

3 - 17

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

Creating Reports: Workflow

To create a report: 1. Open Report Editor. 2. Select a (predefined) data model. 3. Add a layout to the report. 4. Preview data by using a layout. 5. Configure layouts. 6. Set the report properties. 7. Save and view the report.

3 - 19

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

Steps 1 and 2: Opening Report Editor and Selecting a Data Model

3 - 20

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

Step 3: Adding a Layout

3 - 21

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

Step 3: Adding a Layout: Auto-Generating an RTF Layout

3 - 22

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

Step 3: Adding a Layout: Creating a Layout in Layout Editor

Insert Tab

Table Tab

3 - 23

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

Step 4: Previewing Data by Using the Layout

3 - 24

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

Step 5: Configuring Layouts

3 - 25

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

Step 5: Configuring Layouts: The Layout Toolbar

The Layout Toolbar contains the following icons: CreateOpens the Add layout page to upload or create a new layout EditOpens the Layout Editor for the selected layout
Enabled for BI Publisher layouts (.xpt) only

PropertiesOpens the Template Manager

Allows the upload of localized templates and XLIFF files to associate with this layout Enabled for RTF (.rtf) and BI Publisher layouts (.xpt) only

DeleteDeletes the selected layout

3 - 26

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

Step 6: Setting Report Properties

3 - 27

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

Step 6: Setting Report Properties: General

3 - 28

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

Step 6: Setting Report Properties: Caching

3 - 30

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

Step 6: Setting Report Properties: Formatting

3 - 32

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

Step 6: Setting Report Properties: Font Mapping and Currency

3 - 33

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

Step 7: Saving and Viewing the Report

3 - 34

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

Using Excel Analyzer

Save the results of the report query to an MS Excel spreadsheet. Log in to BI Publisher Enterprise from MS Excel to refresh your data, apply new parameters, apply a template to the report data, and publish a template for a report. Access and run your reports from an MS Excel session.

3 - 35

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

Summary
In this lesson, you should have learned how to: Log in to BI Publisher Browse the Catalog and view Catalog objects Create a JDBC connection to the database Manage Catalog objects Create a simple report based on a sample data model Add layouts to the report Save and view a report Analyze data by using Excel Analyzer

3 - 37

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

Practice 3: Overview
This practice covers the following topics: Logging in to BI Publisher Browsing, viewing, and managing Catalog objects Creating a JDBC connection to the database Creating a simple report based on a sample data model Adding layouts to the report Saving and viewing a report Analyzing data by using Excel Analyzer

3 - 38

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

Quiz: Overview
This quiz examines your knowledge of the concepts discussed in the lesson.

3 - 39

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

Quiz
The Data Model Editor enables you to create and edit data models based on various data sources such as SQL query, BI Analysis, XML file, and many other data sources. a. True b. False

3 - 40

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

Quiz
You use the General tab to set general characteristics of your session. These characteristics include report locale, UI language, password, and time zone. a. True b. False

3 - 41

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