Integrating BI Publisher with Oracle BI Enterprise Edition

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

Objectives
After completing this lesson, you should be able to: Explain how BI Publisher integrates with Oracle BI EE Create a BI Publisher report based on a BI analysis by using web services Create a BI Publisher report by using the metadata in the Presentation Catalog Add a BI Publisher report to a dashboard

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

Revisiting the BI Foundation Suite Model

BI Publisher: Resides in the Foundation Suite layer Installs as part of Oracle BI EE Plus Provides the option to install BI Publisher only
Foundation Suite Layer

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

Integrating with Oracle BI EE

Integrates on three levels:
BI Server semantic layer integration through a JDBC connection Presentation Services integration through:

Analytics Dashboards

Security integration

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Configuring a JDBC Connection to BI Server

The JDBC connection provides direct access to the semantic layer.

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Configuring Presentation Catalog Integration

Perform these steps: 1. On the Administration page, select Server Configuration. 2. Select the Catalog type. 3. Enter the required detail for Server Version and Connection Protocol. 4. Test the connection. 5. Optionally, upload the current BI Publisher repository to the Presentation Catalog. 6. Restart BI Publisher.
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Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Configuring Presentation Services Integration

Perform these steps: 1. On the Administration page, select Oracle BI Presentation Services. 2. Enter the required detail for server protocol, server version, server hostname, port, administrator username and password, URL suffix, and session time out.

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Navigating Oracle BI EE
Create a new object. Search the Catalog.

Filtered access to your catalog content

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Navigating Oracle BI EE
Create BI Publisher objects from Published Reporting.

My Reports > New (from the Catalog) Download Analyzer for Excel and Template Builder for Word

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Creating Objects from the Global Header

New (global header) > BI Publisher object Published Reporting

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Creating a Data Model and Report Based on an Oracle BI Analysis

1. 2. 3. 4. 5. 6. Add an Oracle BI Analysis data set. Define XML tag and display names. Test and save sample XML data. Create a report. Select a layout and build your BI Publisher report. Save and view your report.

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Step 1: Adding an Oracle BI Analysis Data Set

1 2

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Step 2: Defining XML Tag and Display Names

Change the XML tag and display names.

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Step 3: Testing and Saving Sample XML Data

2 3

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Step 4: Creating a Report for the Analytic Data Source

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Step 5: Selecting a Layout and Building Your BI Publisher Report

3

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Step 6: Saving and Viewing Your Report

3 2 1

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Adding a BI Publisher Report to an Oracle BI EE Dashboard

1. Log in to Oracle BI EE and edit your dashboard. 2. Add a BI Publisher report to your dashboard. 3. Run the dashboard.

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Step 1: Logging in to Oracle BI EE and Editing Your Dashboard

1 2

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Step 2: Adding a BI Publisher Report to Your Dashboard

1 2

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Step 2: Adding a BI Publisher Report to Your Dashboard

5 4

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Step 3: Running Your Dashboard

Click Run.

The BI Publisher report appears on your dashboard.

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Creating a Data Model and Report Based on a BI Server SQL Query: Process Overview
1. Add a SQL Query data set. 2. Select the objects for the query. 3. View and save the results.

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Step 1: Adding a SQL Query Data Set

2 1
Create a SQL Query data set and open Query Builder.

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Step 2: Selecting the Objects for the Query

These are the tables stored in the Presentation Catalog.

Selected column

This is the repository (.rpd) used for the data source.

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Step 2: Selecting the Objects for the Query

Add a condition.

Add a sort type and sort order.

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Step 3: Viewing the Results and Saving the Query

Enter a prompt value.

Results.

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Creating a Data Model and Report Based on a BI Server SQL Query: Example
Build the report. Add it to the dashboard.

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Integrating BI Publisher Security: Roles and Groups

Review the groups to which you belong.

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

Summary
In this lesson, you should have learned how to: Explain how BI Publisher integrates with Oracle BI EE Create a BI Publisher report based on a BI analysis by using web services Create a BI Publisher report by using the metadata in the Presentation Catalog Add a BI Publisher report to a dashboard

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Practice 11: Overview

This practice covers the following topics: Reviewing the Server Configuration > System Maintenance page Creating a BI Publisher report based on an Oracle BI Analysis and adding this report to an Oracle BI EE Dashboard Creating a BI Publisher report based on an Oracle BI Server SQL data set and adding this report to an Oracle BI EE Dashboard

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

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Quiz
BI Publisher integrates with Oracle BI EE on several levels. (Select all that apply.) a. Direct access to BI Servers semantic layer through JDBC b. Security integration c. Integration with BI Presentation Server through web services

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Quiz
All BI Publisher reporting objects must be created within BI Publisher. a. True b. False

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Quiz
You do not need to create joins when basing a query on objects that are stored in the Presentation Catalog. a. True b. False

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