Getting Started with Oracle Business Intelligence Publisher
Getting Started with Oracle Business Intelligence Publisher
This tutorial mainly covers how to get started with Oracle Business Intelligence Publisher, and how to create highly formatted reports using BI Publisher based not only on conventional data sources (such as Oracle Database) but also on various other data sources (such as Web Services, RSS feeds, and so on). It also covers how to create reports with parameters and list of values (LOVs).
Because BI Publisher is integrated with Oracle Business Intelligence Enterprise Edition, you will learn how to create reports based on Oracle BI subject area and Oracle BI Answers request. You will also learn how to create RTF templates in MS Word by connecting to BI Publisher, and publish these templates for the reports to view data in BI Publisher. You will learn to configure the BI Publisher scheduler to schedule reports and view the saved data.
Approximately 1 hour
This tutorial covers the following topics:
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Oracle BI Publisher (formerly known as XML Publisher) is a revolutionary reporting and document output management solution from Oracle. Oracle BI Publisher report formats can be designed using Microsoft Word or Adobe Acrobat, the tools that are easy to use, and most users are already familiar with. Oracle BI Publisher also allows you to create reports from multiple data sources.
Oracle BI Publisher can be used as a stand-alone reporting product or integrated
with the Oracle Business Intelligence Suite Enterprise Edition. You will start by logging in to BI Publisher and create reports from various data sources, such as Oracle Database, Web services, RSS feeds, and Files. You will also create parameterized report that uses LOVs.
Because BI Publisher is integrated with Oracle BI Enterprise Edition, you can also create the BI publisher reports based on Oracle BI Answers request, and also based on Oracle BI Server subject area. However, these topics are briefly discussed in this tutorial. For more details, you can refer to the OBE titled "Integration of Oracle BI Publisher with Oracle Business Intelligence Enterprise Edition, 10.1.3.2."
Also, you will be guided through the steps to create and publish RTF templates in MS Word by connecting to BI Publisher. You will also schedule the report, and view the saved data.
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You will be using various data sets for this OBE. For example, you will create a simple employee salary report based on the human resources (HR) sample schema of the Oracle Database. For the File data set, you will use the demo files and templates that are provided with BI Publisher. For the BI Answers request and BI Server subject area, SH.rpd is used, which is based on the SH schema of the database, and so on.
To continue with the steps listed in the topics, you should have installed the required software and performed the other setup as mentioned in the following topic, Prerequisites.
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Before starting this tutorial, you should:
| 1. |
Have access to or have installed Oracle Database 10g (preferably version 10.2)
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| 2. |
Have access to or have installed the sample schemas (HR, OE, and SH specifically)
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| 3. |
Have access to or have installed Oracle BI Publisher and Oracle BI Publisher Desktop 10.1.3.2.
You can install BI Publisher Desktop by clicking the Template Builder link in BI Publisher:
When you have successfully installed BI Publisher Desktop, the BI Publisher menu and BI Publisher toolbars are displayed in MS Word.
Note: Oracle BI Publisher Desktop was formerly known as Template Builder, and is mainly used for building the RTF templates for BI Publisher reports in MS Word.
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| 4. |
Have created a user for installing the BI Publisher scheduler schema tables by performing the following:
Create a BIPSched user with the required privileges in the database by logging in to SQL* Plus as the sys or system user:
SQL>
create user bipsched identified by bipsched
default tablespace users
temporary tablespace temp
quota unlimited on users;
SQL> grant connect, resource to bipsched;
Note: The name of the user can be any appropriate name.
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| 5. |
Have set up the proxy parameters (to avoid any firewall problems with the Web Services and RSS data set reports) in the xmlpserverstart.bat file or the oc4j.cmd file as per your installation.
Modify the following line, which defines JAVA_HOME. (Observe the proxy parameters in bold.):
- "%JAVA_HOME%\bin\java" %JVMARGS% -jar -Dhttp.proxyHost= <myproxy.mycompany.com> -Dhttp.proxyPort=<Port> "%OC4J_JAR%" %CMDARGS%
- Restart xmlpserver or oc4j as the case may be.
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If you want to create reports based on Oracle BI Answers request and Oracle BI Server subject area, then you should also:
| 1. |
Have access to or have installed Oracle BI EE 10.1.3.2 including Oracle BI Publisher and Oracle BI Publisher Desktop 10.1.3.2.
You can follow the instructions as listed in the OBE " Installing the Oracle Business Intelligence Suite Enterprise Edition on Windows."
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| 2. |
Have created an ODBC connection to the Oracle Database, and set up the SH.rpd metadata repository by following the steps listed in the OBE "Creating Interactive Dashboards and Using Oracle Business Intelligence Answers." Also, it is strongly recommended that you go through this tutorial to know the steps involved in creating an Answers request, creating a dashboard page, and so on.
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| 3. |
Have set up the integration between BI Publisher and Oracle BI EE:
If you have included BI Publisher Enterprise, when you installed Oracle BI Enterprise Edition, then Oracle BI installer will set up the integration with the Presentation Services, by setting host name, port, and URL values. However, you need to set the Administrator password from the BI Administration tool as follows:
- Select All Programs > Oracle Business Intelligence > BI Administration.
- Select Open > Online. (
To open SH.rpd online, enter Administrator as User name and leave the Password field blank.)
- Select Manage > Security > Users > Administrator, and check out the Administrator user.
- In the properties, set the password for the Administrator user and click OK.
If the Integration with Presentation Services is not set up at the time of Oracle BI EE installation, you can also set up this integration from BI Publisher as follows:
- From the Admin page, under Integration, select Oracle BI Presentation Services.
- Enter the following information about your BI Presentation Services server:
• Server Protocol – Select http or https
• Server Version – Select v4
• Server – Enter the server host name (for example, server01.mycompany.com)
• Port for the server – The default port is 9704.
• Administrator Username and Password
• URL Suffix – The default value is analytics/saw.dll.
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For getting started with BI Publisher, perform the steps listed in each of the following subtopics:
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Logging In to Oracle BI Publisher:
To log in to BI Publisher, perform the following steps:
1. |
Enter the URL for BI Publisher in a browser window which is of the format:
http://<hostname>:<port>/xmlpserver/ (for example, http://localhost:9704/xmlpserver/)
The Log In screen for the BI Publisher appears. Enter Administrator as the Username and Password. Click Sign In.
Note: Ensure that you have the correct password for the Administrator user in BI Publisher, else you may face problems in logging in to BI Publisher.
Also, on Windows, depending on the type of installation you have done, you can invoke BI Publisher as follows:
- If you have installed BI Publisher along with Oracle BI Enterprise Edition, then you can select All Programs > Oracle Business Intelligence > BI Publisher from the Start menu.
- If you have installed BI Publisher in stand-alone mode, then select All Programs > Oracle - OracleHome > BI Publisher Server from the Start menu.
OracleHome - refers to Oracle Home name, where you installed Oracle BI Publisher.
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| 2. |
This displays the Welcome screen for BI Publisher.
Note: As you have logged in as the Administrator, the welcome page displays the Reports, Schedules, and Admin tabs. For the users who do not have administrator privileges, the Admin tab is not displayed.
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Setting Preferences
To change the preferences, perform the following steps:
| 1. |
Click Preferences link. (highlighted in the screen below):
The Preferences screen is displayed with the General Preferences and Account tabs.
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| 2. |
Observe the options on the General Preferences tabbed page, and select the appropriate options for UI Language, Reports Locale, Reports Time Zone according to your requirements.
Click Apply.
Note: You can also enable the accessibility option.
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| 3. |
To edit the password settings for the Administrator account, click the Account tab.
Change the password for Administrator as required by entering the current and new passwords in the screen.
Click Apply to save the preference settings.
Note: If you have installed BI Publisher along with Oracle BI Enterprise Edition, for the integration between these to work, for any given user account , you should set the same password in BI Administration Tool and in BI Publisher. (Refer to Prerequisites section for setting up integration between BI Publisher and Oracle BI EE.)
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In this topic, you will create an employee salary report based on the HR schema of Oracle Database. To create a BI Publisher report based on a query directed to Oracle Database, perform the following steps:
| 1. |
Before you create a query based on Oracle Database, you need to define the connection details in the Admin tab.
Click the Admin tab. Click JDBC Connection found under the Data Sources section of the page.
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| 2. |
In the JDBC Data Sources screen that is displayed, click demo to edit the connection details for this data source.
Note: You can also add a new data source and define the connection details.
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| 3. |
In the Update Data Source screen, enter the following details:
Connection String: This is of the format: jdbc:oracle:thin:@<Host name>: <Port>:<SID>,
for example, a sample connection string may look like: jdbc:oracle:thin:@myhost:1521:orcl
User Name: oe
Password: oe
Database Driver Class: oracle.jdbc.driver.OracleDriver (This is the default.)
Do not click Cancel or Apply.
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| 4. |
After entering the above details, click Test Connection.
When the confirmation message is displayed saying that the connection is established successfully,
click Apply to save the connection details.
Note: OE schema also gives access to HR schema.
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| 5. |
Click Reports to go back to the Reports page.
Click My Folders , and click Create a New Folder link (found in the Folder and Report Tasks section).
Enter Learn as the folder name and click Create. (You will save the reports you create in this tutorial in this folder.)
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| 6. |
To create report based on Oracle Database, navigate to My Folders > Learn, and click Create a New Report.
Enter Based on OracleDB as the name of the report, and click Create.
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| 7. |
The report is displayed in the Learn folder in BI Publisher.
Click the Edit link under the name of the report to open the report in Edit mode.
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| 8. |
In the General Settings section of the Report Properties, select demo from the Default Data Source drop-down list.
Click the Save  icon (found at the top-left corner) to save the changes.
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| 9. |
Click Data Model and click New to define the data source for this report.
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| 10. |
In the Data Set screen that appears,
ensure that SQL Query is selected as Type, and
demo is selected as Data Source.
Select the Cache Results check box,
and click Query Builder to define the query.
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| 11. |
The Query Builder screen appears, ensure that HR is selected from the Schema drop-down list.
This displays objects from HR schema on the left.
Click EMPLOYEES and DEPARTMENTS tables to add them to the Model canvas on the right.
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| 12. |
Define a join between these two tables as follows:
Click the box beside the DEPARTMENT_ID column in the DEPARTMENTS table. (See the following screens.)
Similarly click the box beside the DEPARTMENT_ID column in the EMPLOYEES table.
These boxes when marked for joins turn to light gray.
Also note that a fine line joining the tables appears in the Model canvas.
Hint: Take the help of the screens below:
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| 13. |
Select the following columns from the tables (by selecting the check boxes beside the column names):
-Select FIRST_NAME, LAST_NAME, HIRE_DATE, and SALARY columns from the EMPLOYEES table
-Select DEPARTMENT_NAME from the DEPARTMENTS table. (See the following screen.)
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| 14. |
Click Conditions, and move the DEPARTMENT_NAME, to appear first in the list (as shown in the screen below).
You can use these icons  beside each column to move the columns up or down.
Similarly, move SALARY and other columns, so that the final list appears like this:
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| 15. |
Click Results to see how the query results appear in Query Builder.
Click Save to save the query.
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| 16. |
This will take you back to the Data Set screen, with the query you created reflected in the SQL Query text area.
Click Save to save the BI Publisher report.
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| 17. |
If required, you can further edit the query manually. For example, instead of displaying the FIRST_NAME and LAST_NAME columns separately, you may want to concatenate both these columns and display this as a single column EMPLOYEE_NAME.
So you can modify the query as:
select DEPARTMENTS.DEPARTMENT_NAME as DEPARTMENT_NAME,
EMPLOYEES.FIRST_NAME || ' '||EMPLOYEES.LAST_NAME as EMPLOYEE_NAME,
EMPLOYEES.HIRE_DATE as HIRE_DATE,
EMPLOYEES.SALARY as SALARY
from HR.DEPARTMENTS DEPARTMENTS,
HR.EMPLOYEES EMPLOYEES
where DEPARTMENTS.DEPARTMENT_ID=EMPLOYEES.DEPARTMENT_ID
Click Save again to save the changes to the query.
Note: Ensure that a space is included in the query (as in the example) between the FIRST_NAME and LAST_NAME columns in the concatenation string of EMPLOYEE_NAME. Also, note that once you have edited the query manually, you will not be able to edit the query in Query Builder.
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| 18. |
Click View to view the report. Because you have not defined a template, you can view only XML data.
Click View again to view the XML data.
Note: You may not be able to interpret the XML data, but you may want to check whether the BI Publisher report is returning some valid data by viewing the XML data before creating a template for the report. Creating and publishing templates is covered in the next topic.
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In this topic, you create RTF template for a BI Publisher report and publish it. You will also work with multiple templates for a report, and view the report data using these templates in various formats.
Note: All the subtopics in this topic are continuous, so follow the instructions, and do not close any applications or windows as mentioned in the steps.
Creating an RTF Template with a Table and Chart
| 1. |
Start the MS Word application from the program menu. From the Oracle BI Publisher menu, select Log On.
Note: The Oracle BI Publisher menu is displayed in MS Word only when you have successfully installed the Oracle BI Publisher Desktop as mentioned in step 3 of the Prerequisites section. Also, observe the BI Publisher toolbar in MS Word, with the Data, Insert, Preview, Tools, and Help menus. Observe the various options in these menus.
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| 2. |
In the Login screen that appears, enter Administrator as the Username and Password, and click Login.
The first time when you connect, you may be asked for the report server URL, enter the URL which is of the format:
http://<Host>:9704/xmlpserver
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| 3. |
This displays the Open Template window. Ensure that BI Publisher is selected from the Workspace drop-down list.
Navigate and select the Based on Oracle DB report that you have created from My Folders> Learn. Click Open Report.
Note: When you open the report you will not see any data in the MS Word document, but this will load the XML data definitions from the query to facilitate the defining of a template.
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In the Word document that loads this report, select Insert> Table Wizard on the BI Publisher toolbar to define a format for the table data in the query.
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This displays the Table Wizard. Select Table and click Next.
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In the next step, ensure that ROWSET/ROW is selected as the Grouping Field, and click Next.
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| 7. |
In the next step, click  to include all the available columns in the table. (See the screen below.)
Click Next.
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| 8. |
In the next step, select Department Name from the Group By drop-down list, ensure that the Group above option is selected, and accept the defaults for other options. Click Next.
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| 9. |
In the next step, select Salary from the Sort By drop-down list, and select the options Descending and Number to sort the Salary column in descending order. Click Next.
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In the next step you can edit the labels of the columns as required. Accept the defaults and click Finish.
The template you created looks like this:
Important Note: The BI Publisher Desktop Template Builder has just created a table for you. Notice the words and letters with the gray background. These are called form fields. Form fields are Word objects that allow you to reference other data (for example, a mail merge letter). BI Publisher uses form fields in two ways:
- First is to reference data fields from the report definition (like YEAR and MONTH).
- The second use is to embed instructions that control how the data fields will be laid out (like G-Group By, F- For Each , and E- End).
If you are curious to know what these instructions are, double-click the form field and view the Help text. It is important to treat these form fields carefully and not accidentally delete or move them. Doing so will change the layout of the table in your report. Also, you can add or modify your own form fields with XSL commands to do more sophisticated things with the table layout.
Also, you can additionally use MS Word's native formatting features on this template, such as changing the background and text colors, adding a title, and so on. This is covered in the next topic.
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| 11. |
You can also add a chart in the template.
For example, you can add a chart to display the average employee salaries by department in this report.
To add a chart to the template, select Insert > Chart.
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| 12. |
In the Chart window that appears, define the graph characteristics by following the instructions listed below carefully:
- Drag Salary to the Values field and Department Name to the Labels field. Also, select Average from the Aggregation drop-down list for the Salary. (These are highlighted in the screen below.)
- Select Pie Chart from the Type
drop-down list for the graph.
- Click Preview to preview how the graph looks like, and click OK.
Note: If you do not like the style and type of the graphs in the preview, you can change them after the preview or later.
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| 13. |
Now the template along with the graph in the Word document looks like this:
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| 14. |
Select the File> Save As option. Enter Based_On_OracleDB.rtf as the name of the template, and click Save.
Do not close the file or log out of BI Publisher.
Note: You can save the file in any local folder on your system, but you have to save the template in the .rtf format (not in the .doc format).
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| 15. |
You can also preview how the template looks like with the data by
selecting
Oracle BI Publisher> Preview Template, and then selecting a format like PDF to view the data.
The data looks like this:
The graph looks like this:
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Publishing the Template for a BI Publisher Report
You can directly publish a template that you have created in MS Word for a BI Publisher report, provided:
- You are connected to BI publisher from MS Word
- The BI Publisher report is opened in MS Word
- The template is saved in RTF format
To publish the Based_On_OracleDB.rtf template that you created in MS Word, and then view data for the report in BI Publisher using this template, perform the following steps: (Note that the template you have created satisfies all the above criteria.)
| 1. |
In MS Word, select the Oracle BI Publisher> Publish Template As option.
Note: If you have not saved the template in RTF format, it may prompt you to save the template in RTF format first before publishing.
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| 2. |
The Upload as new dialog box appears.
Enter Template1 as the template name, and click OK.
After the template is uploaded, it displays the following message indicating that the template is added to the BI Publisher report. Click OK again.
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Formatting the Template Using MS Word Native Features
In this topic, you will modify the Based_On_OracleDB.rtf template that you have created using the MS Word native features, such as changing the background and text colors, adding a title, and so on.
Perform the following steps:
1. |
The basic Based_On_OracleDB.rtf template that you have created is shown below:
Make the following changes using the MS Word features:
- Change the fonts for all the fields, that is Department Name, Employee Name, Hire Date, and Salary to Arial.
- Select 12 as the font size for the Department Name, and 10 as the font size for other fields.
- Change the text color for the Department Name field to dark blue, highlight the background for this field by cyan, and make it Bold.
- Also ensure that the Employee Name and Hire Date (text and date fields) are left justified, and the Salary (Number) filed is right justified.
Use the align left
 and align right  icons on the toolbar.
The table in the template should look like the screen below after these changes:
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2. |
Edit the Hire Date field to add the appropriate format as follows:
- Double-click the text field for Hire Date below the column header. (See the screen below.)
- In the Text Form Field Options dialog box that appears, select Date from the Type drop-down list, select m/dd/yyyy from the Date format drop-down list, and click OK.
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| 3. |
Similarly, edit the Salary field now to add an appropriate format as follows:
- Double click the Salary field below the column header.
- In the Text Form Fields dialog box that appears, select Number from the Type drop-down list, enter the Default Number as 99,999,999.99, select the format that has a $ in the beginning as shown, and click OK.
Now the table in the template should look like this:
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| 4. |
Add a title Employee Salary Report to the template, and format the text color and fonts as you require. You can also add an image or a clip art to the template. (Resize it to fit your template better.)
You can also insert a header or footer in template. Observe the following screen:
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| 5. |
Save the file as Based_On_OracleDB_1.rtf.
(Do not close the file or log out of BI Publisher.)
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Creating and Publishing Multiple Templates for a BI Publisher Report
In the previous topic, you have already created another template Based_On_OracleDB_1.rtf for the Based on Oracle DB report, for which you have already published a simple template. You can create many templates with different formats and styles, and publish them for a single report.
To publish the Based_On_OracleDB_1.rtf template created from MS Word, perform the following steps:
| 1. |
(If not already opened) Open the Based on OracleDB BI Publisher report as follows:.
In MS Word, select the BI Publisher> Open Template option.
Open the Based on OracleDB report from the path My Folders>Learn.
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| 2. |
In MS Word, select the Oracle BI Publisher> Publish Template As option.
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| 3. |
This opens the Upload as new dialog box.
Enter Template2 as the template name, and click OK.
After the template is uploaded, it displays the following message. Click OK again.
Note: You have added two different templates for the same report Based on OracleDB. You can modify the template file, and publish it as different template each time you modify.
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| 4. |
If you have time, perform the following steps to edit the chart in the template file to change the graph style, and publish it as Template3:
Right-click the chart in the template and select BI Publisher Chart to edit the chart:
Ensure that Average is selected as the Aggregation for the Salary, select Regatta as the graph Style, and add Average Employee Salaries by Department as the Title.
Click Preview, and then click OK.
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| 5. |
Select the Oracle BI Publisher> Publish Template As option, and publish the modified template as Template3 (as shown in the screens below):
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Viewing Report Data in BI Publisher Using Templates
| 1. |
(If not logged in) Log in to Oracle BI Publisher as Administrator.
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Navigate to My Folders>Learn, and click the View link below the Based on OracleDB report.
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You can see that the report is displayed using Template1 that you have published.
Also,you can see the other templates that you have published for the report in the drop-down list.
Scroll down to see the table data in HTML format. A portion of the data is shown below:
Scroll down to see the graph:
Note: You can also view the data in other formats, such as PDF, RTF, MS Excel, and so on.
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| 4. |
Similarly, view the report data in PDF format using Template2 and Template3.
The data and graph in PDF format using Template2 are shown below:
The data and graph in PDF format using Template3 are shown below:
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In this topic, you create a report with parameters and list of values.
To create a report with parameters and list of values, perform the following steps:
| 1. |
(If not logged in) Log in to BI publisher as Administrator, and navigate to My Folders> Learn.
Click the report  icon beside the Based on OracleDB report.
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| 2. |
This displays additional report actions in Folder and Report Tasks.
Click Copy Report and then click Paste from Clipboard to paste it in the same folder. (See the screens below):
Rename this copied report Report with Parameters and LOVs.
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| 3. |
Click the Edit link below the report to open the report in Edit mode.
Click New Data Set1 found under the Data Model node in the Report pane on the left to edit the SQL Query for the report. Observe the screen below:
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| 4. |
This displays the SQL Query for the report on the right.
Edit the query to add a bind variable dname in the query as in the following: (Observe the last line.)
select DEPARTMENTS.DEPARTMENT_NAME as DEPARTMENT_NAME,
EMPLOYEES.FIRST_NAME ||' '||EMPLOYEES.LAST_NAME as EMPLOYEE_NAME,
EMPLOYEES.HIRE_DATE as HIRE_DATE,
EMPLOYEES.SALARY as SALARY
from HR.DEPARTMENTS DEPARTMENTS,
HR.EMPLOYEES EMPLOYEES
where DEPARTMENTS.DEPARTMENT_ID=EMPLOYEES.DEPARTMENT_ID
and DEPARTMENTS.DEPARTMENT_NAME =:dname
Click Save to save the query.
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| 5. |
Click the Parameters node in the Report pane on the left and click New to create a parameter.
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| 6. |
This displays the Parameter screen on the right, in which define the following:
Enter dname as the name of the parameter, and select String as the Data Type.
Enter Sales in the Default Value field, and select Text as the Parameter Type.
Also, enter Enter Department Name as the Display Label. (See the screen below.)
Click Save to save the changes to the report.
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| 7. |
Click View to view the report data using Template2 in PDF format.
Note that the report data is displayed with the default parameter value, that is for Sales department.
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| 8. |
You can enter the names of other departments to see the data.
For example, in the parameter field enter Shipping as the department name and click View again to see the data for the Shipping department:
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| 9. |
Click Edit to edit the report and define a List of Values to be used with this parameter dname.
In the Report pane displayed on the left, click List of Values, and click New to create a new list of values.
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| 10. |
In the List of Values screen that appears on the right, ensure that demo is selected as the Data Source, and click Query Builder to define a query for defining a list of values.
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| 11. |
In the Query Builder screen that displays the HR schema tables on the left, click DEPARTMENTS to add it to the Model canvas on the right, and select DEPARTMENT_NAME column (by selecting the check box beside it).
Click Save.
This takes you back to the List of Values screen again which displays the query.
Click Save to save the changes to report:
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| 12. |
Click dname under the Parameters node in the Report pane on the left to edit it and associate it with the List of Values that you have created:
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| 13. |
In the Parameter screen that appears on the right, select Menu as the Parameter Type.
In the Menu Setting section that appears below the General Settings section, enter Select Department Name: in the Display Label field, and ensure that the New List of Values 1 (that you created) is selected from the List of Values drop-down list.
Also, select the Can select all option to be able to see the data for all the departments.
Click Save to save the report.
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| 14. |
Click View to view the report using Template2 in PDF format.
Observe that the dname parameter is now displayed in the report using the list of values for the department name that you have defined:
Note: You can select any of the departments from the drop-down list to view the data for that department or select All to view the data for all departments.
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