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Friday, 22 September 2017

Kashif
Kashif, September 22, 2017

Alternative method to upload a template in BI Publisher



Template can also be uploaded from the BI Publisher. Browse the RTF template that has been saved and upload it into the BI Report by clicking the upload button as shown below. 


Create a new Layout by selecting Layouts -> New 



Enter the layout name and select the template, template type and output format. 



Save the report and view the output. You can see the template name as the name uploaded from MS Word. 




Kashif
Kashif, September 22, 2017

Creating a RTF Template for building Pivot Table in BI Publisher





Create a new template design to view details in Pie Chart.

(If not already opened) Open the BI Publisher report or else log in to BI Publisher.

In MS Word, select the BI Publisher> Open Template option. Open the report from the path My Folders>BI_Publisher_LabGuide.

In the Word document that loads this report, select Insert> Cross Tab on the BI Publisher toolbar to define a format for the table data in the query.






Drag and drop the Row values into the Layout region as shown below and click OK. 




The created template looks like as shown below: 




Change the word properties for all fields by double clicking on the field.

Change the aggregate function in the code from sum to count.

Click on the Properties tab and change the format and click OK.






Similarly change the properties for every field.

Include headers and footers as shown below.




After making the necessary changes, upload the template. 






View the output in different formats. 



Kashif
Kashif, September 22, 2017

Publishing multiple templates for a BI Publisher Report




Create a new template design to view details in Pie Chart.

(If not already opened) Open the BI Publisher report or else log in to BI Publisher.

In MS Word, select the BI Publisher> Open Template option. Open the report from the path My Folders>BI_Publisher_LabGuide.

In the Word document that loads this report, select Insert> Chart on the BI Publisher toolbar to define a format for the table data in the query.






Drag and drop the Ename for Values and Loc for Labels. Give an appropriate title. 




There are various types of charts available like Bar graph, Pie Chart, Line Graph, Area Graph, Ring Graph, Pareto Graph, Radar Graph etc. Select the one needed. 

After choosing the type, select the style. 




See the preview by clicking the Preview button. 




Include headers and footers as shown below.


Kashif
Kashif, September 22, 2017

Publishing the template for a BI Publisher Report




After making the necessary changes, upload the template by selecting Add-Ins->Oracle BI Publisher->Upload Template As



A dialog box opens prompting to save the template in RTF. Click OK.



Save the template in Rich Text Format




A dialog box pops, asking for the Template name. Enter the Template name. The same name will be displayed in the BI Publisher screen. 



After successfully uploading, a dialog box pops stating that the template has been added to the report. Click OK. 




Check for the uploaded template in the BI Publisher Report. 




Save the report and view the output. You can see the template name as the name uploaded from MS Word. View the output in different format. 




Kashif
Kashif, September 22, 2017

Creating a RTF Template using Table in BI Publisher




Create a new template from MS word.

From MS Word application, log in to BI Publisher. 



This displays the Open Template window. Ensure that BI Publisher is selected from the Workspace drop-down list

Navigate and select the Employee_Location_Details report that you have created from My Folders> BI_Publisher_LabGuide. Click Open Report.

Navigate and select the Employee_Location_Details report that you have created from My Folders>

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.

Create a template as given below:


Change the format for the Hire Date data field to ‘Date’ type and format to ‘d-MMM-yy’

Insert header and footer for the created report.

The template designed should look like as shown below.

Kashif
Kashif, September 22, 2017

Creating Query using Query Builder in BI Publisher





Select the table 'EMP' and 'DEPT' and check the required fields.

Define a join between these two tables as follows: 

Click the box beside the DEPTNO column in the DEPT table. (See the following screens.) 

Similarly click the box beside the DEPTNO column in the EMP 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.



This is the result for the generated SQL. 




Save the report

Kashif
Kashif, September 22, 2017

Creating a new Report in BI Publisher




Create a new report ‘Employee_Location_Details’ inside the created folder ‘BI_Publisher_LabGuide’( Refer Section 4 for detailed steps for creating a new report)

Click on Edit link mentioned below to modify the report.

Create a new Data model ‘Employee_Location’

Select the type as SQL Query

Choose the data sources and click the Query Builder button.


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