For this installation, you must log in to Answers from Interactive Dashboards. From the Start menu, select All Programs > Oracle Business Intelligence > Presentation Services.

Enter Administrator as the username and password to log in.

Paint Dashboard appears.

Click the More Products link and then select Download Oracle BI for Microsoft Office.

A dialog box prompts you to save or run OracleBIOffice.exe. Save the file to your local directory.

Close the Excel or PowerPoint applications on your system, if open. Navigate to the saved location and double-click OracleBIOffice.exe.

InstallShield Wizard appears.
Note: Microsoft .Net Framework 2.0 is required for the BI Office client. If it is not installed on your computer, you are prompted to exit and install Microsoft .Net Framework 2.0 from the Microsoft Web site.

When the Welcome page appears, click Next.

Enter your username and company name. Select who will be using the application. Click Next.

Select the installation type. Typical performs an installation for both Excel and PowerPoint Add-Ins to C:\Program Files\Oracle\BIOffice. Custom enables you to select the install directory and choose the components to install. Select Typical as the installation type, and click Next.

Review the setup information and then click Next.

The software installs.

When the InstallShield Wizard completes, click Finish.

When Oracle BI EE 10.1.3.4. was installed on your computer, the BI Office Server was installed automatically. The installer performs other configuration tasks such as the following:

	Deploying the bioffice.ear file
	Updating the instanceconfig.xml file with the location of the OracleBIOffice.exe client
	Copying the OracleBIOffice.exe file to the location where Presentation Services is running, which makes the client installation available for download from the More Products menu (as performed in step 1)
	Initializing values in the BI Office configuration file (bioffice.xml file)

The following image depicts a sample bioffice.xml file, which contains critical information used by the client to connect to Presentation Services. (Observe the highlighted line in the file, which defines the URL for the Presentation Services.) You create the connection in the BI Office client in the next step.

Note: If any of the above configuration tasks were not performed due to some reason, you can look up the documentation available here to perform these installation and configuration tasks manually.

Configure the BI Office client to associate the BI Office Add-Ins with Presentation Services:

To add connection information to the client, you begin by opening either Excel or PowerPoint. To open Excel, select Start > All Programs > Microsoft Office > Microsoft Excel 2007.

In the Excel window that opens, select Oracle BI > Preferences from the Microsoft Office 2007 Ribbon.

Note: MS Office 2007 has an entirely new UI, the most notable of which is the tabbed tool bar, Office Ribbon (see the screenshot above). The Office Ribbon replaces the traditional MS Office menus and toolbars.
If you have MS Office 2003, the look and feel in Excel 2003 is slightly different, though all the BI Office menus and options remain the same. A few screens from Excel 2003 are displayed here for your observation. From the Excel Menu bar, select Oracle BI. From the Oracle BI menu, select Preferences.

When the Preferences dialog box opens, ensure that the Connections tab is selected, and then click New.

Enter the following information in the Connection Detail dialog box:

	Server Name: This is the name that you give to the BI Office Server connection. Enter localhost as the name.
	BI Office Server: This is the BI Office Server URL. You can enter localhost because the BI Office Server is installed on your local machine.
	Port: For a Java 2, Enterprise Edition (J2EE) deployment, the BI Office Server port is 9704. The default value is 80; change it to 9704.
	Application Name: The default value is bioffice. When you deploy the BI Office Server application file to OC4J or to your supported J2EE container, you can provide any name for the application. In this case, the default value of bioffice was accepted.

Click Test Connection.

Note: If you have given a different name for the application than the default value of bioffice, enter the name of the application accordingly while creating the connection. You can also edit the connection details after it is created, select the connection from Oracle BI > Preferences, and then click Edit.

Also, if your environment is secure sockets layer (SSL) enabled, refer to the Oracle Business Intelligence New Features Guide for additional configuration requirements.

If the connection is established successfully between the Excel Add-In and the server, a success message is displayed. You can also click Show Details to see the connection details. Click OK.

Click OK again to close the Connection Detail dialog box.

Note: Connections are common to Excel and PowerPoint—that is, the connection you created in Excel is available in PowerPoint too. However, in this instance, you have to exit Excel once, so that the connection information is reflected in PowerPoint.

.

To use BI Office Add-Ins, you must log in. Select Start > All Programs> Microsoft Office > Microsoft Excel 2007 to launch Excel.

From the Oracle BI menu on the Ribbon, select Login. (Observe the Oracle BI–specific options added in the toolbar. Note that these menu options are added in Excel during the installation of BI Office Add-Ins.)

The Login dialog box appears. Ensure that the connection you created before (localhost) is selected from the Connection drop-down box. Enter Administrator in both the User ID and Password fields, accept the default for the remaining fields, and click Login.

You are now connected to Presentation Services.

The Presentation Catalog appears in Oracle B I Task Pane on the right.

To view catalog details, click the plus sign to expand the Shared and Paint Demo folders.

Also note that the Presentation Catalog can be hidden or displayed by clicking the Oracle BI Catalog icon on the toolbar.

Click the plus sign () to expand Sales Summaries.

Click the plus sign () to expand Brand Analysis.

Click the plus sign () to expand the Sales by Brand for Current Year Trends request. (Observe the listed views available for this request.)

The following table identifies the types of request views that are supported, and can be inserted (or copied and pasted) into Excel from the Presentation Catalog:

Right-click Table and select Insert as List from the shortcut menu. The Edit Prompts and Levels dialog box appears. Accept the default options and click Insert.

Note: The Edit View option launches Answers in your browser, which in turn enables you to modify the request.

The entire data set for the original request appears in the worksheet area. (Note that the worksheet is named tableView). All Excel capabilities are available for use with this data.

Click any cell in the data area. Pivot icons () are added to each column heading. These pivot icons allow you to sort the data, or filter unwanted data (as shown in the screenshots below).

In this step, you create a new worksheet and insert the chart associated with the list (flat data) view that you just inserted. Click the Insert Worksheet icon (found at the bottom of the workbook, beside the sheet names as shown in the screenshot).

In the Presentation Catalog that is already open in the right pane, right-click Chart under the Sales by Brand for Current Year Trends request, and select Insert from the shortcut menu.

Note: The "Insert as Image" option enables you to add the chart as a static image to Excel.

The 3D Line chart from the request appears in the newly added worksheet.

Double-click the chart to view data associated with the chart values.

In this step, you edit the chart request in BI Answers. In the Presentation Catalog pane, right-click Chart and select Edit View from the shortcut menu.

The Login dialog box for the Presentation Services appears in the browser. Enter Administrator in both the User ID and Password fields and click Log In.

The chart view request opens in Answers. Click the Edit View icon on the chart (highlighted in the screenshot).

The Edit window appears.

In this step, you change the chart type. From the toolbar directly above the chart, select Pie from the Graph drop-down list.

The 3D line chart becomes a 3D pie chart .

In the chart pane on the left, under the Legends icon () in the column area, select the Year check box.

Click Redraw. The year is added to the legend. Click OK.

The request page appears again with your changes. Click the Copy link found on the lower-left corner of the request page to copy this chart view to the clipboard. Return to Excel.

Note: The Copy link is also used to copy compound views of a request from dashboards into both Excel and PowerPoint. You work with compound views in Interactive Dashboards in the next topic.

In Excel, click the Insert Worksheet icon to add a new worksheet. Then click the Paste icon from the BI Office toolbar to add the pie chart to the new worksheet.

A message window may be displayed showing the unsupported views (such as the title view) in the request, which cannot be pasted in the worksheet. Click Show Details to see the details of these views (After seeing the details, if you want to close the details, then click Hide Details). Click OK.

The chart view appears on the newly added Excel worksheet.

In this step, you create a new worksheet and insert a pivot table view. Insert a new Excel sheet into the workbook. (Click the Insert Worksheet icon.)

Click the plus sign () to expand Sales Summaries (if it is not already open). Then expand Regional Analysis.

Click the plus sign () to expand the Colors by Region request and select Pivot Table1.

Right-click Pivot Table1 and select Insert from the shortcut menu.

When the Edit Prompts and Levels dialog box appears, click Insert.

The pivot table view is added to a new worksheet labeled pivotView.

You can manipulate this pivot table as you would manipulate any pivot table in Excel. To view the Markets detail for a different color, select a new color, Black, from the drop-down list and click Refresh from the BI Office menu.

The pivot table looks like the following screenshot, after refreshing:

Similarly, select Burgundy from the Color drop-down list and refresh the worksheet. The pivot table view refreshes with the appropriate data for the color burgundy.

In Excel, click the Office button (found at the upper-left corner of the Excel window) and
select Save As > Excel Work Book to save the workbook. Save the workbook as OBI_Workbook.xslx.

Note: Leave this Excel workbook open to use in the following topics.

Select Start > All Programs > Microsoft Office > Microsoft PowerPoint 2007 to launch PowerPoint.

Open the PowerPoint presentation Sample_BIOffice.pptx that you created as a prerequisite.
In the first slide, which is the title slide, add a name for the presentation (for example, Brand and Units Analysis) and the presenter's name.

Now you add a chart from the Presentation Catalog. (First, you create a blank slide.)

From the menu, click the New Slide icon. (A new slide is inserted.)

Also, select Blank as the layout option from the Layout drop-down list .

Click Oracle BI in the MS Office Ribbon. Click Login to connect to Presentation Services through PowerPoint. Enter Administrator in both the User ID and Password fields, accept the defaults for the remaining fields, and click Login.

Note: You should have created a connection in PowerPoint, like you have in Excel in the topic titled "Installing and Configuring Oracle BI Office." If you have not created a connection, select Preferences from the Oracle BI menu and create a new connection by using the steps 9–11 of the first topic.

The Presentation Catalog appears in the right pane.

Also, note that the Oracle BI menu options are similar to the ones in Excel.

Expand the Paint Demo node under Shared Folders. Navigate to Sales Summaries > Brand Analysis folder, and select the Sales by Brand for Current Year Trend request.

Right-click Chart and select Insert as Image.

A processing message appears.

When processing completes, a static image of the chart is inserted. Click the image to view the sizing handles.

Drag the sizing handle to enlarge the image. The enlarged image of the chart looks like this:

Note that the Picture toolbar opens when you select the image, indicating that this is a static image.

In this step, you insert a table from the Presentation Catalog.

Insert another blank slide in the presentation. (Click the New Slide option and select Blank as the layout.)

In the Presentation Catalog, expand Top & Bottom Performers under the Paint Demo node, and expand the
Top 5 Products request. Right-click Table and select Insert.

When the Edit Prompts and Levels dialog box appears, accept the default values, and click Insert.

The table for the Top 5 Products request is inserted in the PowerPoint slide.

Save the changes.

In this step, you learn to insert a chart view as a Flash object.
First, insert another blank slide in the presentation.

From the Sales Summaries > Brand Analysis folder, expand Color Ranking by Units Sold.

Right-click Chart and select Insert as Flash.

A processing message appears.

A Shockwave Flash object appears in the slide.

Click to select the Flash object. With your cursor positioned on the lower-right handle of the object, drag the cursor to the lower-right corner of the slide as indicated in the following image:

The slide refreshes and the Flash object appears.

Click the Slide Show () icon to view your slide.

Right-click the chart to display the shortcut menu and select Zoom In.

The chart zooms in and reappears.

Note: No degradation of the chart occurs. Embedding BI Charts as Flash objects allows you to maintain better quality and avoid the pixelation that is inherent with PNG and JPG images.

Save the changes to the presentation. Leave the presentation open.

Go to the PowerPoint window, where the Sample_BIOffice.pptx presentation is open. Ensure that the Presentation Catalog is open in PowerPoint. (If not logged in, log in from the Oracle BI menu on the Office Ribbon, and click Oracle BI Catalog to display the Presentation Catalog.)

Insert a blank slide with a title. (Select the slide layout as Title Only in PowerPoint.)

In the Presentation Catalog, expand Paint Demo > Sales Summaries > Brand Analysis and locate the Finish Sales Trend Targets request .

Note that this request has table and chart views defined in it. You modify this request to add gauge and funnel views and prompts.

In this step, you edit the request in Answers. Right-click any of the chart or table views for the request, and click Edit View. Log in to Presentation Services by entering Administrator as the username and password.

The request view is opened in Answers, so that you can modify it :

In this step, you modify this request to add the required columns.
a.) Click the Criteria tab to see the columns and other criteria of the request. (Note that the Paint subject area is opened in the left pane.)