Oracle BI Publisher PDF

Oracle BI Publisher 11g R1:
Fundamentals
Electronic Presentation
D68420GC10
Edition 1.0
June 2011
Authors
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Lea Shaw
Sindhu Rao
Disclaimer
Technical Contributors and

Reviewers
Timothy McGlue
Nikos Psomas
Pradeep K. Sharma
Kasturi Shekhar
Editors
Daniel Milne
Vijayalakshmi Narasimhan
Publishers
Jobi Varghese
Michael Sebastian
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Introduction to
Oracle BI Publisher 11g
Course Objectives
After completing this course, you should be able to do the
following:
Describe the components, basic features, and positioning
of BI Publisher as a reporting tool
Explain the uses of Oracle Business Intelligence (BI)
Publisher (BI Publisher)
Create data models by using the Data Model Editor based
on Oracle Database 11g
Define parameters and LOVs for a data model
Create BI Publisher reports based on data models
Create report layouts by using the Layout Editor (online)
Analyze data by using the Excel Analyzer
1-2
Course Objectives
1-3
Use BI Publisher Template Builder to create RTF

templates for reports and to publish style templates
Administer and configure the BI Publisher Server
Schedule and burst reports to email and file
Create data models and reports based on Oracle BI Server
(BI Server) and BI analyses
Create data models and reports based on various other
data sources, such as web services, Essbase, RSS feeds,
and files
Lesson Objectives
After completing this lesson, you should be able to do the
following:
Understand the course agenda
Describe the evolving role of BI and Oracle BI solutions
Explain business document requirements and limitations of
classic reporting tools
Describe the uses of BI Publisher and its advantages over
List the products integrated with BI Publisher
List the key features of BI Publisher
1-4
Course Agenda: Day 1

1.
2.
3.
4.
Introduction to Oracle BI Publisher 11g

BI Publisher: Technology and Architecture
Getting Started with BI Publisher
Using Data Model Editor to Create Data Models Based on
a SQL Query Data Set
5. Working with Layout Editor
1-5

6. Creating RTF Templates by Using Template Builder
7. Working with Style Templates and Sub Templates
8. BI Publisher Server: Administration and Security
1-6

9. Scheduling and Bursting Reports
10. Performing Translations
11. Integrating BI Publisher with Oracle BI Enterprise Edition
12. Creating Data Models and BI Publisher Reports Based on
Other Data Sources
1-7
Overview of Oracle BI Foundation Suite

Components include:
1-8
Oracle BI Enterprise Edition

11g (Oracle BI EE)The
central component for
creating ad hoc queries,
reports, and dashboards
BI PublisherThe industrys
most scalable and easy-touse solution for delivering
high-fidelity, pixel-perfect
reports in multiple formats
Oracle EssbaseThe
market-leading OLAP server
for forward-looking analysis
Oracle Scorecard and Strategy

ManagementThe component that
assists you with building a strategy
management plan to set strategic
goals and objectives, which are
cascaded through the entire
organization
Overview of Oracle Fusion Middleware 11g
1-9
Overview of Oracle BI EE 11g
1 - 10
Evolving Role of Business Intelligence

From:
To:
Analysts
Pervasive use
Historical data
Real-time, predictive data
Fragmented view
Unified, enterprise view
Reporting results
Enterprise wide, insight-driven

business process optimization
Analytic tools
Unified infrastructure and prebuilt

analytic solutions
1 - 11
Addressing BI Requirements
1 - 13
Efficient design of data warehouses

Enterprise reporting
Ad hoc query and analysis
Advanced analytics
Integration with portals
Easy administration
Integrated environment or tools
Functions of Reporting Systems

Reporting systems share three primary functions:
Author reports
Business requirements definition
Data logic definition
Layout design
Manage reports
Translation requirements
Customization needs
Deliver reports
Publishing requirements (printed, email, web page)
1 - 14
Reporting Challenges
Diverse requirements
Complex infrastructure
Classic paradigm
Slow development
Difficult to maintain
Others
1 - 15
Reporting Challenges:
Diverse Business Document Requirements
Richly formatted reports

Partner reports
Financial statements
Government forms
Marketing materials
Contracts
Checks
Labels
XML/EFT/EDI
Multiple destinations
Checks
Invoices
Labels
Destinations
1 - 16
Reports
XML/EFT/EDI
Complex Infrastructure
Multiple reporting
solutions
Requires skilled
personnel to
maintain servers
and report
formats
Time consuming
Labor intensive
Expensive
Checks
Invoices
Invoice
Server
Check Print
Server
Label
Manager
Report
Formatter
Labels
Reports
Delivery
Server
Payment
Server
Destinations
XML / EFT / EDI
1 - 18
Classic Reporting Tools Paradigm
Requirements change
High development cost
High maintenance cost
Slow development
Report Files
( Each file = Data logic + layout + translation )
Report Output
1 Query, 10 Layouts, 10 Translations = 100 report files
1 - 19
Introducing the Oracle BI Publisher Paradigm

Separate data, layout, and report
Flexibility
Reduced maintenance
Data Logic
Layout
Oracle BI Publisher
Translation
1 - 21
Report
Output
End-to-End View of BI Publisher

Interactive
Oracle, DB2, SQL
Server, and so on
Oracle BI EE,
Oracle BI Apps
PDF
Email
HTML
XSL
MS Excel
Printer
Layout Templates
E-Business Suite,
PeopleSoft, JDE,
Siebel CRM
PowerPoint
Flash
BI Publisher
Fax
RTF
OLAP (Essbase,
MS Analysis Services,
SAP BW)
MS Word MS Excel
Acrobat Flex
BIP Layout Editor
JDev
Others
CSV
Repository
XML
EDI
e-Commerce
EFT
HTTP & Web Services
Data Sources
1 - 22
Layout Tools
Output
Formats
Destinations
Availability of BI Publisher
Oracle BI Publisher Enterprise:

Is a stand-alone web application deployed to a J2EE server
Has native security (can be integrated with LDAP, AD,
Database security, EBS, and so on)
Contains a separate file-based or XML DB reports repository
BI Publisher is reporting and publishing in BI EE plus:

Contains a common repository, security, and user
provisioning
Uses the BI Server semantic layer and Analytics (formerly
known as BI Answers) as data sources
Reports can be placed on a dashboard with prompts
1 - 24
BI Publisher as a Strategic Reporting Solution

For All Oracle Applications
Oracle Reports
RXI, Others
Crystal Reports
BI Publisher
Crystal Reports
Certified Today:
Actuate
1.
2.
3.
4.
E-Business Suite
PeopleSoft Enterprise
JD Edwards
Siebel CRM
Coming soon !
FUSION APPLICATIONS
1 - 25
BI Publisher in Oracle Applications
Oracle E-Business Suite

In 11i500 templates
In R12.1ALL reports are BI Publisher (2,724 templates and
2,092 data sources or data templates across 95 products)
Oracle Reports to Publisher Conversion Assistant

PeopleSoft
Integrated into 8.48
Products shipping content in R9 include: Financials, HCM,
SCM, CRM, and so on
Siebel CRM
Integrated in 8.1.1119 reports OOTB
Actuate to Publisher Conversion Assistant
1 - 26
BI Publisher in Oracle Applications
JD Edwards EnterpriseOne
Integrated into 8.96 with batch engine (UBE) and enhanced
with Tools release 8.97
JD Edwards EnterpriseOne JDBC driver Tools release 8.98
JD Edwards EnterpriseOne JDBC driver Tools release
8.98.4 provides full support for BI Publisher 11g
Allows customers to develop their own templates
JD Edwards World
1 - 27
Integrated in A9.1
Produces XML that can be used as input to BI Publisher
Automated integration in newly released A9.2
JD Edwards World JDBC Driver
Salient Features of BI Publisher
Offers support for multiple data sources

Enables rapid deployment
Provides a Layout Editor (online) to quickly create and edit
layouts
Uses familiar desktop tools for layout customization
Increases developer productivity
1 - 28
Offers support for multiple output formats

Reduces complexity
Reduces total cost, including maintenance
Enables flexible customization
Enables ease of use
Is hot-pluggable
Summary
In this lesson, you should have learned how to:
Describe the evolving role of BI and Oracle BI solutions
Explain BI in the context of Oracle Fusion Middleware 11g
Explain business document requirements and limitations of
Describe the uses of BI Publisher and its advantages over
List the products integrated with BI Publisher
List the key features of BI Publisher
1 - 29
BI Publisher:
Technology and Architecture
Objectives
After completing this lesson, you should be able to

describe the following elements of BI Publisher:
Components
Architecture
Technology
2-2
In addition, you should be able to describe the advantages

of using BI Publisher.
Revisiting BI Publisher
BI Publisher is a Java-based web application that is

available:
As a stand-alone product
As part of Oracle BI EE
With Oracle applications products, including E-Business
Suite, PeopleSoft, and JD Edwards
BI Publisher provides:
A template-based, easy-to-use reporting and publishing
solution
Tools to rapidly develop and maintain reports
A rich set of Java APIs and web services for custom
solutions
2-3
BI Publisher Functional Components

BI Publisher consists of the following functional components:
BI Publisher Server
Data Model Editor
Layout Editor (online)
Template Builder (MS Word Add-In)
Excel Analyzer
Layout templates
2-4
BI Publisher Layout Templates

Industry-standard templates in various formats can be created
by using the following:
Desktop applications
Adobe Professional
MS Word (Template Builder)
MS Excel (Excel Analyzer)
Text editors (XSL)
Layout Editor (online)

XPT files
2-6
BI Publisher Multitier Architecture

Client
2-7
Middle Tier
Browser
Template Builder
MS Word
MS Excel
Adobe Acrobat (for
viewing reports in PDF
format)
WebLogic Server
Oracle BI Publisher
Enterprise
Data Tier
Databases:
Oracle, DB2,SQL
Server, MySQL,
and Sybase
Other Data
Sources: Essbase,
web services, RSS
feeds, and so on
BI Publisher Enterprise Server Architecture

Design data models.
Administer the server.
View and schedule

reports. Office integration.
Build report layouts.
DHTML - AJAX Interface

Data Sources
Oracle DB, Oracle
BI EE, SQL
Server, DB2,
Essbase, RSS,
Company portal, SAP, MSFT CRM,

Oracle EBS-PSFT-JDE-CRM
Web Services Interface
Output Formats
Caching Services
Core Engine
Data Modeling,
Extraction
PDF, HTML, RTF, Flex/Flash
Layout
Creation,
Rendering
Security
Document
Delivery
Scheduling/Archiving
MS Excel, EFT, EDI, XML, PS
Delivery Channels
Report Repository
J2EE Container: WebLogic, Oracle, WebSphere, Tomcat, ...
Printer, fax, email,

WebDAV, FTP, B2B
Security
SSO, OID, LDAP,
Oracle BI, EBS,
JNDI interface
2-8
Report Repository
Oracle DB, XML DB,
or file system
Scheduling and
Archiving
Any DB: Oracle, DB2,
SQL Server,
BI Publisher
Document Generation Process
XML Data
2. eText Flow
1. Main Flow
RTF/XPT
Template
eText
Template
RTF/XPT
Template
Processor
eText
Template
Processor
XSL-FO
Stylesheet
XSL
Stylesheet
XSLT Engine
FO Processor
3. Others
PDF/FLASH
MS Excel
Template
XSLT
Engine
PDF
Document
2 - 10
RTF
Document
HTML
Document
Text
Document
Specialized
Template
Processor
PDF/FLASH
MS Excel
Document
BI Publisher Supported Data Sources
Oracle,
Essbase, others
Any database or multiple databases

Distributed queries
BI Publisher data engine
PeopleSoft,
SAP, Siebel
Any enterprise resource planning (ERP)

system
Any XML data server
Java, C++,
PERL, etc.
Oracle BI Discoverer
DB packages in SQL or XML
Web services
2 - 12
Any XML web service
BI Publisher Underlying Technology

Open-standards technologies:
W3C XSLFO implementation
Pure Java
Pluggable data in XML
Output formats in PDF, RTF, HTML, interactive
Support for Internet Printing Protocol, WebDAV, Internet
Fax Protocol, and Simple Mail Transfer Protocol (SMTP)
2 - 13
BI Publisher Bursting Overview

Bursting is the process of generating multiple documents from
a batch report and delivering each document to a different
destination.
BI Publisher
2 - 14
Downloading Government Forms

Business data:
Human Resources
Procurement
PDF
BI Publisher
Government
Human Resources:
W2, W4
1099
Procurement:
sf26, sf33, sf1449
OF347
Download PDF forms from the government web site.

Return the exact form filled with data.
2 - 15
Government
Performance and Scalability

Stream-based implementation:
Reduces memory footprint
Handles large XML input files
Is the fastest XSL-FO implementation
2 - 16
Internationalization and Language Support
2 - 17
No need for expensive language-specific printers

Full set of Unicode fonts supplied with BI Publisher
Scalable fonts embedded with CID mapping tables
Communication with partners around the world
Templates created for any language or territory
BI Publisher Output Formats

BI Publisher supports the following formats:
Rich text format (RTF)
Portable document format (PDF)
eText (used with EDI and EFT)
2 - 18
Summary
In this lesson, you should have learned how to describe the
following elements of BI Publisher:
Components
Architecture
Technology
In addition, you should have learned how to describe the
advantages of using BI Publisher.
2 - 19
Quiz: Overview
This quiz examines your knowledge of the concepts discussed
in the lesson.
2 - 20
Quiz
BI Publisher is a pure Java-based web application that is
available both as a stand-alone product and as part of Oracle
BI EE and Oracle applications products.
a. True
b. False
2 - 21
Quiz
The Template Editor is a design tool to create and publish
report layouts from within the BI Publisher interface.
a. True
b. False
2 - 22
Quiz
BI Publisher provides a closed-loop process for downloading
government forms and delivering the required information to the
appropriate agency.
a. True
b. False
2 - 23
Getting Started with BI Publisher
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
Logging In to BI Publisher
3-3
The Home Page
Global
Header
Search
3-5
The Global Header

Catalog
Option
3-7
The Global Header

Open Option
New Option
3-8
Setting Account Preferences
3-9
Defining a JDBC Connection
3 - 11
Defining a JDBC Connection
3 - 12
Browsing the Catalog
3 - 13
BI Publisher Repository Object Types
3 - 14
Folders
Data models
Reports
Style templates
Sub Templates
Viewing Reports
3 - 16
Managing Repository Objects
Creating folders
Other tasks against
Catalog objects:
- Copying and pasting
- Renaming and deleting
- Downloading/uploading
3 - 17
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
Steps 1 and 2: Opening Report Editor and

Selecting a Data Model
3 - 20
Step 3: Adding a Layout
3 - 21
Step 3: Adding a Layout: Auto-Generating an RTF

Layout
3 - 22
Step 3: Adding a Layout: Creating a Layout in

Layout Editor
Insert Tab
3 - 23
Table Tab
Step 4: Previewing Data by Using the Layout
3 - 24
Step 5: Configuring Layouts
3 - 25
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
3 - 26
DeleteDeletes the selected layout
Step 6: Setting Report Properties
3 - 27
Step 6: Setting Report Properties: General
3 - 28
Step 6: Setting Report Properties: Caching
3 - 30
Step 6: Setting Report Properties: Formatting
3 - 32
Step 6: Setting Report Properties: Font Mapping

and Currency
3 - 33
Step 7: Saving and Viewing the Report
3 - 34
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
Summary
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
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
Quiz: Overview
in the lesson.
3 - 39
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
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
Using Data Model Editor to Create Data

Models Based on a SQL Query Data Set
Objectives
After completing this lesson, you should be able to:
Describe samples used for the course
Describe the features of Data Model Editor
Create and edit a data model based on a SQL Query data
set
Define parameters and a list of values (LOV) for a data
model
Create reports based on these data models
4-2
Introducing Sample Lite
4-3
Introducing Sample Schemas

Sample schemas:
Are provided with Oracle Database
Provide a common platform for examples in each release
of Oracle Database
Are a set of interlinked schemas
4-4
Introducing Sample Schemas: HR Data Model
HR
JOB_HISTORY
EMPLOYEE_ID
START_DATE
END_DATE
JOB_ID
DEPARTMENT_ID
JOBS
JOB_ID
JOB_TITLE
MIN_SALARY
MAX_SALARY
4-5
DEPARTMENTS
DEPARTMENT_ID
DEPARTMENT_NAME
MANAGER_ID
LOCATION_ID
EMPLOYEES
EMPLOYEE_ID
FIRST_NAME
LAST_NAME
EMAIL
PHONE_NUMBER
HIRE_DATE
JOB_ID
SALARY
COMMISSION_PCT
MANAGER_ID
DEPARTMENT_ID
LOCATIONS
LOCATION_ID
STREET_ADDRESS
POSTAL_CODE
CITY
STATE_PROVINCE
COUNTRY_ID
COUNTRIES
COUNTRY_ID
COUNTRY_NAME
REGION_ID
REGIONS
REGION_ID
REGION_NAME
Introducing Sample Schemas: OE Data Model

EMPLOYEES
HR
OE
ORDER_ITEMS
ORDER_ID
LINE_ITEM_ID
PRODUCT_ID
UNIT_PRICE
QUANTITY
PRODUCT
INFORMATION
PRODUCT_ID
CATEGORY
WEIGHT_CLASS
WARRANTY_PERIOD
SUPPLIER_ID
PRODUCT_STATUS
LIST_PRICE
MIN_PRICE
CATALOG_URL
4-6
ORDERS
ORDER_ID
ORDER_DATE
ORDER_MODE
CUSTOMER_ID
SHIP_MODE
ORDER_STATUS
SALES_REP_ID
ORDER_TOTAL
REGIONS
PRODUCT
DESCRIPTIONS
PRODUCT_ID
LANGUAGE_ID
PRODUCT_NAME
PRODUCT_DESCRIPTION
CUSTOMERS
CUSTOMER_ID
CUST_FIRST_NAME
CUST_LAST_NAME
CUST_ADDRESS_TYP
STREET_ADDRESS
POSTAL_CODE
CITY
STATE_PROVINCE
COUNTRY_ID
PHONE_NUMBERS
CREDIT_LIMIT
CUST_EMAIL
ACCOUNT_MGR_ID
NLS_LANGUAGE
NLS_TERRITORY
INVENTORIES
PRODUCT_ID
WAREHOUSE_ID
QUANTITY_ON_HAND
WAREHOUSES
WAREHOUSE_ID
WAREHOUSE_NAME
LOCATION_ID
Introducing Data Model Editor

Data Model Editor allows you
to:
Create data sets
Query data
Structure data
Aggregate data
Customize data
Create calculations
Perform advanced tasks
4-8
Exploring the Data Model Editor User Interface
4 - 10
Examining Data Model Properties
4 - 11
Supported Data Sources

BI Publisher supports the following data sources:
SQL query
MDX query (including Essbase)
Oracle BI Analysis
View object
Web service
LDAP query
XML file
MS Excel file
HTTP(XML/RSS
feed)
4 - 13
Creating a Simple Data Model Based on a SQL

Query Data Set
1.
2.
3.
4.
5.
4 - 15
Define default data source and output options.

Add a SQL query data set.
Build a query in Query Builder.
Save the data model.
View the XML output and save the sample data.
Step1: Defining Default Data Source and Output

Options
1
2
4 - 16
Step 2: Adding a SQL Query Data Set
3
4
5
4 - 17
Step 3: Building a Query in Query Builder
4 - 18
Step 3: Building a Query in Query Builder: Select

Objects
4 - 19
Step 3: Building a Query in Query Builder: Define

Relations
4 - 20
Step 3: Building a Query in Query Builder: Select

Columns
4 - 21
Step 3: Building a Query in Query Builder: Add

Aliases and Conditions
4 - 22
Step 3: Building a Query in Query Builder: View

Results and Save Query
1
2
4 - 24
Step 4: Saving the Data Model

1
4 - 25
Step 5: Viewing XML Output and

Saving Sample Data
1
2
3
4 - 26
Creating a Report Based on a Data Model
4 - 27
Describing Parameters and LOVs
4 - 28
Create a
parameter.
Adding Parameters
2
8
1
4 - 30
Additional Examples of Parameters

Parameter
Type = Menu
4 - 31
Reorder the
parameters.
Additional Examples of Parameters
Data Type =
Date
Data Type =
Menu
Date picker
is restricted
to the year
2010.
4 - 32
Adding a Bind Variable to a Query

The original SQL Query
for the simple salary
report
The SQL query for the

salary report after the
bind variable is added
3
4
4 - 33
Adding a Bind Variable to a Query
Enter the parameter value

and click Apply.
4 - 34
Configuring Parameter Settings for a Report

1
4 - 35
Create a
list of
values.
Adding LOVs: SQL Query Type

2
4 - 36
Adding LOVs: SQL Query Type
7
6
4 - 37
Additional Example of an LOV
4 - 38
Cascading Parameters
4 - 39
Viewing a Report with Parameters

1
4 - 40
Summary
Describe samples used for the course
Describe the features of Data Model Editor
Create and edit a data model based on a SQL Query data
set
Define parameters and a list of values (LOV) for a data
model
Create reports based on these data models
4 - 41
Creating and editing a data model based on a SQL query
data set
Defining parameters and LOVs for a data model
Creating an auto-generated RTF template
Viewing a report and changing parameter attributes by
using Report Editor
4 - 42
Working with Layout Editor
Objectives
After completing this lesson you should be able to:
Describe the Layout Editor tool and its interface
Use Layout Editor to build report layouts
Work with various layout components
Save the layouts
5-2
Revisiting the Layout Editor
5-3
Opening the Layout Editor

Click Add New Layout in
the Thumbnail view, and
then select a template.
Click Create in the

List view on the
Layout toolbar.
Select Actions >
Edit Layout.
5-5
Selecting a Predefined Template

Two types of predefined templates:
Basic templates
Shared templates
5-6
The Layout Editor Interface

Static Toolbar
Access data source,

layout components, and
item properties panes.
Dynamic Toolbar
Design Area
Click to collapse
the entire left pane.
5-7
Navigating the Layout Editor Interface

Data Source Pane
Components Pane
Insert Menu
5-8
Navigating the Layout Editor Interface

Properties Pane
The dynamic Column

pane appears when a
column is selected in
the design area.
Context-sensitive
menus share many of
the same components
found in the Properties
pane.
5-9
Creating a Layout by Using a Basic Template

Layout components include:
Grid layouts
Data tables
Charts
Repeating sections
Text items
Images
Gauges
Pivot tables
5 - 10
You can:
Format data
Add page layout features
Save a layout
Create a boilerplate
Inserting a Layout Grid
5 - 12
Working with Data Tables

When working with data tables, you perform the following tasks:
Insert a data table
Add data fields
Work with the Table tab and other dynamic menus
Format data
5 - 14
Add background, text colors, and fonts

Add number formats
Define groups, subtotals, and sorts
Apply conditional formats
Set up filters
Inserting a Data Table
Table Tab
Drag Data Table

from Components to
the design area.
5 - 15
Adding Data Fields
Drag the data

columns to the
table layout.
Total is automatically
inserted.
5 - 16
The Table Tab and Dynamic Table Menus
5 - 17
Formatting Data in a Table

Table Column
Header Menu
Column Menu
5 - 18
Adding Number and Date Formats
Format
SALARY.
Format
HIREDATE.
5 - 19
Defining Groups and Subtotals
Grouped left
5 - 20
Defining Sorts
Sorted ascending
as the first priority
5 - 21
Sorted descending as
the second priority
Applying Conditional Formats
5 - 22
Yellow: Salary between

$3,500 and $8,000
Red: Salary < $3,500
Green: Salary > $8,000
5 - 23
Defining a Table Filter
2
3
5 - 24
Defining a Table Filter
5 - 25
Practice 5-1 and 5-2: Overview

Exploring Layout Editor
Creating and editing layouts by using Layout Editor
Inserting a layout grid
Working with layout components
Saving the layouts
Inserting a data table
Applying conditional formats
Working with charts
Inserting and editing charts
5 - 26
Working with Charts

When working with charts, you perform the following tasks:
Insert a chart
Add the appropriate data fields to the chart
Edit the chart
5 - 27
Inserting a Chart
5 - 28
Adding Data Fields to a Chart
5 - 29
Editing Charts
After adding a chart, you edit chart properties by using:
Chart menu
Properties pane
5 - 30
Editing Charts: Additional Tasks

You can perform these
additional tasks:
Resize the chart
Change the formula
applied to a measure
Sort a chart field
Convert a chart to
a pivot table
Apply filters
5 - 31
Working with Repeating Sections
5 - 33
Working with Repeating Sections

Report viewed
interactively
Select the
Department.
A chart and a data

table added along
with corresponding
data fields
5 - 34
Working with Text Items and Images
5 - 35
Working with Gauges
5 - 37
Working with Page Layout Features

Page Layout Tab
Orientation and
Paper Size
5 - 38
Header/Footer
Section
Working with Page Layout Features

Header Section
A report
rendered in
PDF format
Footer Section
5 - 39
Saving a Layout
5 - 40
Practice 5-3: Overview

Working with repeating sections
Working with gauges
Working with page layout features
5 - 41
Advanced Features
5 - 42
Working with pivot tables

Creating boilerplates
Working with Pivot Tables
The pivot table

appears with your
selected content.
5 - 43
Creating BoilerplatesPredefined Layouts

You can add boilerplates to both:
Shared Folders
My Folders
5 - 44
Summary
Describe the Layout Editor tool and its interface
Use Layout Editor to build report layouts
Work with various layout components
Save the layouts
5 - 46

Working with pivot tables
Creating boilerplates
5 - 47
Creating RTF Templates by Using Template

Builder
Objectives
Describe the functions and features of Template Builder
Describe how to install Template Builder
Create RTF templates for sample XML report data
Create RTF templates by using Basic and Form Field
methods
Create and publish RTF templates for BI Publisher reports
Insert tables, forms, charts, and other components into
RTF templates
Preview the results
Create BI Publisher reports by using Template Builder
Work with advanced RTF template techniques
6-2
Introducing Template Builder
Is an extension to MS Word (2003 or later) that simplifies

RTF template creation for BI Publisher reports
Enables you to perform the following tasks:
6-3
Insert data fields

Insert data-driven tables, forms, and charts
Preview your template with sample XML data
Browse and update the content of form fields
Extract boilerplate text into an XML Localization Interchange
File Format (XLIFF) translation file and test translations
Installing Template Builder

Template Builder is installed from within BI Publisher.
6-4
Exploring the Template Builder Interface

Template Builder consists of the BI Publisher menu bar, which
has options and subordinate menus grouped into the following
six menus:
Online
Preview
Load Data
Tools
Insert
Options
6-6
BI Publisher Menus: Online
6-7
BI Publisher Menus: Online

Open
Template
Dialog Box
6-8
BI Publisher Menus: Load Data

Use the Load Data menu to:
Load Sample XML data
Load an XML schema
6-9
BI Publisher Menus: Insert

The Insert menu offers easy-to-use dialog boxes and wizards
for inserting:
Fields
Charts
Tables (via a wizard)
Tables or forms
Repeating groups
Pivot tables
Conditional formatting
Conditional regions
6 - 10
BI Publisher Menus: Preview and Tools
Preview
Tools
6 - 12
PDF
HTML
RTF
PowerPoint
Excel (MHTML)
Excel2000
Field Browser
Validate Template
Translation
Export
BI Publisher Menus: Options
6 - 14
Explaining the Relationship Between RTF and

XML
Sample Payables
Invoice Register
Data fields such as

Invoice Number
and Supplier
most fields repeat
A sample XML file that is
used as input to a
Payables Invoice Register
report template
6 - 17
Creating an RTF Template from a Sample

1.
2.
3.
4.
5.
6.
6 - 19
Create an RTF template file from a sample.

Load the sample data.
Insert fields.
Preview the data.
Insert a table.
View the results.
Step 1: Creating an RTF Template from a Sample
6 - 20
Step 2: Loading the Sample

XML Data
6 - 21
Step 3: Inserting Fields

4
2
Inserted form
fields turn gray.
Right-click a
field to open the
shortcut menu.
6 - 22
Step 4: Previewing Data

From the Preview menu, select a
format to view data.
RTF
PDF
6 - 24
Step 5: Inserting a Table
1
3
6 - 25

4
Reorder Buttons
Shuttle Buttons
6 - 26

6
7
A completed table
6 - 27
Step 6: Viewing the Results

The resulting table should look like the following:
6 - 28
Changing Field Properties
6 - 29
Previewing the Table Data
6 - 30
Practices 6-1: Overview

These practices cover the following:
Building an RTF template from a sample file in
disconnected mode
Adding a table of data by using Table Wizard
Loading XML sample data for the template
Previewing the report
Changing field properties
Saving the report
6 - 31
BI Publisher Charts
6 - 32
Adding a Chart to an RTF Template

1. Insert a chart.
2. Define the chart.
3. Preview the chart.
6 - 33
Step 1: Inserting a Chart
6 - 34
Step 2: Defining a Chart
6 - 36
Step 3: Previewing the Chart
6 - 37
Examining Pivot Table Support in Template

Builder
Properties Pane
Preview
6 - 38
Examining Pivot Table Support in Template

Builder: Results
A completed pivot
table template
A pivot table
previewed as
PDF output
6 - 39

This practice covers the following:
Inserting a chart into the RTF template
Defining the chart in the RTF template
Previewing the chart
Adding a pivot table to the RTF template
Previewing the pivot table
6 - 40
Designing an RTF Template for a

BI Publisher Report
1. Log in to BI Publisher in MS Word.
2. Open the BI Publisher report (to load the XML data).
3. Define an RTF template:
a. Add a table.
b. Add a chart.
4. Preview the data in the report by using the template.

5. Upload the RTF template to BI Publisher Enterprise
Server, and view the data.
6 - 41
Step 1: Logging In to BI Publisher
6 - 42
Step 2: Opening the BI Publisher Report
6 - 43
Step 3a: Defining the RTF Template: Add a Table
6 - 44
6 - 45
A completed table
6 - 46
Step 3b: Defining the RTF Template: Add a Chart
6 - 47
Step 4: Previewing the Data by Using the

Template
6 - 48
Step 5: Uploading the Template and Viewing Data
6 - 49
Supported MS Word Native Formatting Features
6 - 50
Alignment
Fonts, background, text colors
Table formats
Clip art and images
Headers, footers, and watermarks
Date fields
Creating a BI Publisher Report

by Using Template Builder
6 - 51
Describing the Methods for Creating RTF

Templates
BI Publisher supports the following two methods to add code:
Basic RTF
Form Field
6 - 52
Exploring the Basic Method: Example
6 - 53
Exploring the Form Field Method: ExampleForm

Fields in RTF Templates
Form fields are Word objects that enable you to refer to

other data.
BI Publisher uses form fields to:
Reference data fields from the report definition
Embed instructions that control how data fields are laid out in
the table
6 - 54
Exploring the Form Field Method: Example

Insert a Field
Insert Field Button
3
2
1
6 - 55

Insert a Table
1
6 - 56
The Form format

looks different than
the Table format.

Insert a Table
6 - 57

Completed Template
The completed template should look like the following:
6 - 58

Previewing the Report
6 - 59
Exploring Advanced RTF Template Techniques
Data handling:
Grouping
Sorting
Running totals
Page design and layout:
6 - 60
Page and section breaks

Page numbers
Formatting dates
Formatting numbers
Conditional formatting
Page-level calculations
Background and
watermarks
Graphing, drawing,
shapes, and so on
Performing Grouping in the Table Wizard
Grouping at multiple
levels
Group left
Group above
6 - 61
Performing Sorting in the Table Wizard

Sorting at multiple
levels
Sorted first by
Application Name
and then by
Start Date
6 - 62
Adding Running Totals in the Table Wizard

Select the numeric
field.
1
Click Running Total.
Make your
selections.
6 - 63
Adding Page and Section Breaks in the Table

Wizard
6 - 64

Opening a BI Publisher report
Adding a table to a BI Publisher report
Grouping
Sorting
Adding a running total
Adding a section break
Adding a chart to a BI Publisher report

Previewing the report data in Template Builder
Uploading the RTF template to the BI Publisher Server
Viewing the report in BI Publisher Enterprise Edition
6 - 65
Adding Page Numbers

A sample template with
default page numbering
An edited report
Select the page

number style.
6 - 66
Formatting Dates
Select Date from the

drop-down list and
select a format.
Click Word
Properties.
6 - 67
Formatting Numbers
6 - 69

set the
condition
Select a data
column
and determine
the format.
6 - 71
Applying Conditional Formats: Results
Conditional
formatting applied
to the PDF output
The completed
dialog box
The transaction
amount reflects the
conditional
formatting by
displaying a C.
6 - 72
Creating a Conditional Region
A conditional
region applied to
the PDF output
The completed
dialog box
6 - 73
Adding Page-Level Calculations
The following types of page-level calculations are

supported:
Page totals
Brought-forward or carried-forward totals
Running totals
6 - 74
These features are performed by the PDF-formatting layer;

therefore, they are not available for other outputs types,
such as HTML, RTF, or Excel.
Adding Page-Level Calculations
PT = add-pagetotal for SALARY
show-page-total
with mask
6 - 75
Brought-Forward and Carried-Forward Totals
show-broughtforward with mask
show-carryforward with mask
6 - 76
Adding Backgrounds and Watermarks

BI Publisher supports the
following:
Adding a color as
background in MS
Word
Adding text or image
watermarks (in MS
Word 2002 or later)
Watermark and
background color
added
6 - 78
Drawings and Shapes

Other supported graphic
The following AutoShape
features:
categories are supported:
Freehand drawing
Linesstraight, arrows,
connectors, curve, free-form,
Hyperlinks
and scribble
Layering
Connectorsonly straight
MS equation
connectors
Organization chart
Basic shapesall shapes
WordArt
Block arrowsall arrows
Flowchartall objects
Stars and bannersall objects
Calloutsall callouts except
line callouts
6 - 79
Summary
Describe the functions and features of Template Builder
Describe how to install Template Builder
Create RTF templates for sample XML report data
Create RTF templates by using Basic and Form Field
methods
Create and publish RTF templates for BI Publisher reports
Insert tables, forms, charts, and other components into
RTF templates
Preview the results
Create BI Publisher reports by using Template Builder
Work with advanced RTF template techniques
6 - 80
Practices 6-4 and 6-5: Overview

These practices cover the following:
Opening a BI Publisher report in connected mode
Creating an RTF template by using the form field method
Formatting a date
Formatting a number
Adding conditional formatting
6 - 81
Previewing the report data in Template Builder

Opening a predefined RTF template and loading XML data
Reviewing page-level calculations (page totals and
Brought forward and Carry Forward totals)
Working with Style Templates and Sub

Templates
Objectives
Create a Style Template by defining custom styles in MS
Word and save it as an RTF file
Upload a Style Template to the Catalog
Apply Style Template styles to an RTF report template at
design time
Associate a Style Template with reports
Apply a Style Template to RTF report layouts
Describe Sub Templates
Create an RTF and XSL Sub Template
Upload a Sub Template to the Catalog
Apply a Sub Template to an RTF file
7-2
Introducing Style Templates
A Style Template is an RTF file that contains layout

formatting detail, which:
Can be applied to RTF layouts
Is applied at run time to manage style information (such as
font type, text color, or table styles)
Use Style Templates as follows:

For organizational requirements for consistent look and feel
To manage costs associated with changing standards
To manage the look and feel of all the reports linked to the
Style Template by modifying in one place
To eliminate the need to apply the changes to each report
template individually
7-3
Style Templates: Supported Styles
Paragraph and Heading

Font Type, Size, Weight, Style, Color
Border
Table
Font Type, Size, Weight, Style, Color
Border (Line Color, Type, Weight)
Shading
Header/Footer
Text
Images
7-4
Creating and Managing Style Templates

1. Create an RTF file (RTF template) and define formatting
styles.
2. Save the RTF file to the file system.
3. Create a BI Publisher Style Template.
4. Save the BI Publisher Style Template.
5. Optionally, upload localized versions of the RTF template
for any required locales to handle translations.
6. Associate the Style Template with reports, and assign it to
RTF report layouts.
7. Preview a report associated with a Style Template.
7-5
Step 1: Creating an RTF File (RTF Template) and

Defining Formatting Styles
Table formatting
style
Template formatting
styles
Example: Sample
Salary Report
Confidential style
7-6
Step 2: Saving the RTF File to the File System
7-7
Step 3: Creating a BI Publisher Style Template
1
3
2
4
7-8
Step 4: Saving the Style Template
7-9
Step 5: Optionally, Uploading Localized Versions

of the RTF Template for Any Required Locales
Manually translate text elements in the localized version.
Select the
language.
7 - 10
Step 6: Associating the Style Template with

Reports and Assigning It to RTF Report Layouts
Switch between
thumbnail and list view.
The formatted report

that you uploaded
7 - 11

1
3
7 - 12

7 - 13
Step 7: Previewing a Report Associated with a

Style Template
Style Template applied
to RTF layout
Oracle Style Template
7 - 14
Creating RTF Templates for Use with a Style

Template
When you
design RTF
templates, apply
styles with the
exact same style
name (to text
and tables) as
those that you
defined in the
Style Template.
Custom Title in the

RTF layout
Custom Title in the

Layout template
7 - 15
Previewing Output by Using a Style Template

1
3
7 - 16
Previewing Output by Using a Style Template

5
7 - 17
Introducing Sub Templates
Sub Templates are:

A capsule of formatting functionality
Defined once
Used with a single layout template or across multiple layout
templates
RTF or XSL file format
Common uses include:

Reusing a layout or component such as a header, footer, or
address block
Handling parameterized layouts
Handling dynamic or conditional layouts
Handling lengthy calculations or reusing formulae
7 - 18
Can be previewed in Template Builder before saving to the

Catalog
RTF Sub Templates

RTF Sub Templates are files that:
Are designed by using MS Word native features
Consist of one or more <?template:?> definitions, each
containing a block of formatting or commands
Are called from other RTF templates once uploaded to the
Catalog as a Sub Template object
7 - 19
Sample RTF Sub Template

Sub Template. xsb
Catalog Object
Sub Template.rtf
RTF file that contains
<?template:template_name1?>
the processing or
formatting instructions
<?end template?>
contained in
<?template?>
declarations
<?template:template_name2?>
<?end template?>
7 - 20
Template
Declarations
Sub Template.xsb is a Catalog object that you import

into your main template.
Sub Template.rtf is uploaded to the Catalog.
Example RTF Sub Template
Begin the Footer

template.
End the Footer

template.
7 - 21
Example of Calling an RTF Sub Template

Sub Template
Import
Header Sub
Template call using a
parameter
Sample output
with passed
parameter
Footer Sub
Template Call
7 - 22
Creating an RTF Sub Template

1.
2.
3.
4.
5.
6.
7.
7 - 23
Create an RTF Sub Template file and save it.

Upload the RTF Sub Template to BI Publisher Server.
Save the Sub Template on BI Publisher Server.
Create the main RTF template that calls the Sub Template.
Save and locally test the main RTF template.
Upload the main RTF template to BI Publisher Server.
Create a report definition that uses the main RTF template,
save and test the report on BI Publisher Server.
Step 1: Creating the RTF Sub Template
Header Sub
Template
Image inserted
into Header
Report name is
formatted: blue, font
size = 16.
Footer Sub Template
7 - 24
Step 2: Uploading the RTF Sub Template
7 - 25
Step 3: Saving the RTF Sub Template on

BI Publisher Server
The Sub Template is

stored in /common.
7 - 26
Step 4: Creating the Main RTF Template

Load the data.
Open the Table
Wizard.
Issue the Import

statement.
7 - 27
Step 4: Creating the Main RTF Template
Header Call
Footer Call
7 - 28
Step 5: Locally Testing the Main RTF Template
7 - 29
Step 6: Uploading the Main RTF Template to BI

Publisher Server
Upload the main

template.
7 - 31
Step 6: Uploading the Main RTF Template to BI

Publisher Server
The main template

appears.
7 - 32
Step 7: Creating a Report Definition

The report appears.
7 - 33
Rendering Sub Template Contents Example:

Designating the Locale of the Sub Template
Locale set in
main template
7 - 34
Rendering Sub Template Contents Example:

Conditionally Displaying a Layout
Separate shipping
address on Sub
Template
Separate shipping
address generated
in report
Select the
conditional
statement in the
main Template.
7 - 35
Introducing XSL Sub Templates

XSL Sub Templates:
Are files that are used for advanced or complex layout and
data requirements
Contain formatting or processing commands in XSL for the
BI Publisher formatting engine to execute
Include complex calculations or formatting instructions not
supported by the RTF standard
Are called from other RTF templates once uploaded to the
Catalog as a Sub Template object
7 - 37
Introducing XSL Sub Templates

XSL Sub Templates:
Consist of one or more <xsl:template> definitions
containing a block of formatting or processing commands
Are called from an RTF template
Code must be entered inside a BI Publisher field or MS Word
form field
Cannot be entered directly into the RTF template body
Properties dialog
box for an XSL
command
7 - 38
XSL Sub Template Rules

Rule
Description
xsl:template
Defines a template that can be applied to a node to produce a

desired output display
match=pattern
Specifies the match pattern for the template. Optional element;

however, if omitted then name must be included.
mode=mode
Specifies a mode for the template
name=name
Specifies a name for the template. Optional element; however,

if omitted then match must be included.
priority=number
Specifies the numeric priority of the templatefrequently more

than one Sub Template is applied to a node. Optional element.
Syntax:
<xsl:template
match=pattern
mode=mode
name=name
priority=number
</xsl:template>
7 - 39
Example:
<xsl:template match=STRONG|B|b>
<fo:inline font-weight=bold>
<xsl:apply-templates/>
</fo:inline>
</xsl:template>
Implementing an XSL Sub Template Within an

RTF Template
Two required entries:

ImportTells BI Publisher engine where to find the Sub
Template in the Catalog
Example:
<?import:xdoxsl:///{path_2_subtemplate.xsb}?>
CallRenders the contents of the Sub Template at the

desired point
7 - 40
Example:
<xsl:apply-templates select=data_element/>
<xsl:call-template name=templateName/>
Optionally, pass parameters.
Creating and Implementing an XSL Sub Template:

Process Overview
1. Create the XSL Sub Template file containing the common
components or processing instructions that you want to
include in other templates and save it locally.
2. Upload the XSL Sub Template and save it to the BI
Publisher Server.
3. Create the calling (main) RTF layout.
a. Include a command to import the Sub Template.
b. Include a command to apply the Sub Template commands to
the appropriate data elements.
c. Save the main RTF layout locally.
d. Upload the main RTF layout to BI Publisher Server.
4. Create a new report definition that uses the main RTF

layout, and save and test it on the BI Publisher Server.
7 - 42
Example: Calling the Sub TemplateMatching the

Data Content with the Match Criteria
<DATA>
<ROW>
Abbreviated HTML
<PROJECT_NAME>Project Management </PROJECT_NAME>
<PROJECT_SCOPE>
<p>Develop an application </p>
</PROJECT_SCOPE>
<PROJECT_DEFINITION><b>Information about </PROJECT_DEFINITION>
</ROW>
</DATA>
Sample Output
7 - 43

Import the Sub
Template.
Main RTF Layout
Apply the Sub

Template.
Properties dialog
box, showing field
definitions
7 - 45
Example: Calling the Sub TemplateCalling a

Template by Name
<ROWSET>
<ROW>
<FORMULA>CO2</FORMULA>
</ROW>
<ROW>
<FORMULA>H2O</FORMULA>
</ROW>
</ROWSET>
Abbreviated HTML
Sample Output
7 - 46

Import the Sub
Template.
Main RTF Layout
Call the Sub

Template.
Properties dialog
box, showing field
definition and
parameters
7 - 48
Summary
Create a Style Template by defining custom styles in MS
Word and save it as an RTF file
Upload a Style Template to the Catalog
Apply Style Template styles to an RTF report template at
design time
Associate a Style Template with reports
Apply a Style Template to RTF report layouts
Describe Sub Templates
Create an RTF and XSL Sub Template
Upload a Sub Template to the Catalog
Apply a Sub Template to an RTF file
7 - 49
Creating a Style Template by defining custom styles in MS
Word and saving it as an RTF file
Uploading a Style Template to the Catalog
Applying Style Template styles to an RTF report template
Associating a Style Template with reports
Applying a Style Template to RTF report layouts
Describing Sub Templates
Creating an RTF Sub Template
Uploading a Sub Template to the Catalog
Applying a Sub Template to an RTF file
7 - 50
Quiz: Overview
in the lesson.
7 - 51
Quiz
A Style Template is an RTF file that contains layout formatting,
which is applied at run time.
a. True
b. False
7 - 52
Quiz
Style Templates provide your organizational reports with a
consistent look and feel and help you to manage costs by
eliminating the need to maintain multiple copies of the same
report in different languages, and so on.
a. True
b. False
7 - 53
Quiz
You apply a Style Template in BI Publisher Server by using the
Layout Editor.
a. True
b. False
7 - 54
Quiz
RTF and XSL Sub Templates are created in MS Word and can
be coded directly into the RTF template body.
a. True
b. False
7 - 55
Quiz
RTF Sub Templates can be called by any number of main
templates once loaded into the Catalog.
a. True
b. False
7 - 56
Quiz
What can you do with an XSL Sub Template? Select all that
apply.
a. Handle XHTML data
b. Apply formatting dynamically to a portion of data
c. Handle complex chart requirements
d. Handle complex and lengthy calculations and repeating
formulae
7 - 57
Quiz
Which rules are optional for an XSL Sub Template? Select all
that apply.
a. xsl:template
b. match
c. mode
d. name
e. priority
7 - 58
BI Publisher Server:
Administration and Security
Objectives
Describe BI Publisher administration tasks
Configure data sources
Identify BI Publisher supported security models
Configure security settings
Manage user roles and permissions
Configure delivery options
Configure the Scheduler
Manage the runtime configuration
Configure the integration settings for BI Presentation
Services
8-2
Administration Page
The Administration page enables you to manage various tasks
for configuring BI Publisher settings.
8-3
Data Sources
BI Publisher supports retrieving data from a variety of data
sources. You can create connections with any one of the data
sources.
8-5
Setting Data Sources: JNDI

JNDI connection pool is the recommended data source setup.
8-7
Setting Data Sources: JDBC
8-9
Setting Data Sources: Files
8 - 10
Setting Data Sources: LDAP

BI Publisher supports queries against Lightweight Directory
Access protocol (LDAP) data sources.
8 - 11
Setting Data Sources: OLAP

BI Publisher supports Multidimensional Expressions (MDX)
queries against your OLAP data sources.
8 - 13
Viewing or Updating a Data Source
8 - 15
BI Publisher Security Model: Security Center
8 - 16
BI Publisher: Supported Security Models

The Security Configuration section allows you to select the
suitable security model.
8 - 17
BI Publisher: Oracle Fusion Middleware Security

Model
8 - 18
Fusion Middleware Security for BI Publisher:

Default Users
Two default users are defined during installation:
AdministratorUser
BISystemUser
8 - 19
Fusion Middleware Security for BI Publisher:

Default Users
The default user is preconfigured with these groups:
Administrators
BIAdministrators
This example indicates
that the default user,
weblogic, is
preconfigured with
Administrator and
BIAdministrator groups.
8 - 20
Default Users:
BISystemUser Account
JDBC data source connecting to the Oracle BI EE Server:
Is preconfigured to use the installed Oracle BI EE Server
Uses the BISystemUser account
8 - 21
Administration Configurations by Utilizing

BISystemUser Account
Integration with Oracle BI Presentation Services:
8 - 22
Fusion Middleware Security:

Default Groups
There are three default groups. Additional groups can be added
by using the Oracle WebLogic Administration Console.
8 - 23

Default Roles
The default groups and users are preconfigured with default
roles that grant these users certain privileges. They are:
BISystem
BIAdministrator
BIAuthor
BIConsumer
8 - 24

Default Publisher Permissions by Default Role
BIAdministrator
oracle.bi.publisher.administerServer
BIAuthor
oracle.bi.publisher.developDataModel
oracle.bi.publisher.developReport
BIConsumer
oracle.bi.publisher.runReportOnline
oracle.bi.publisher.scheduleReport
oracle.bi.publisher.accessReportOutput
oracle.bi.publisher.accessExcelReportAnalyzer
oracle.bi.publisher.accessOnlineReportAnalyzer
8 - 25

BIAdministrator Role
8 - 26

BIAuthor Role
8 - 27

BIConsumer Role
8 - 28
BI Publisher Roles and Permissions

The preconfigured roles and permissions for the authenticated
user appears on this page.
8 - 29
BI Publisher Folder Permissions
8 - 30
BI Publisher Report Object Permissions
8 - 31
Digital Signature:
Overview
BI Publisher supports digital signatures on PDF output
documents.
Digital signatures enable you to verify the authenticity of
the documents that you send and receive.
BI Publisher can access your digital ID file from a central,
secure location, and at run time sign the PDF output with
the digital ID.
8 - 32
Registering a Digital Signature

Adding a digital signature to the user role:
8 - 33

Defining a file data source
Reviewing the roles assigned to your user ID
8 - 34
Delivery Options
8 - 35
Delivery: Delivery Configuration

Use the Delivery Configuration page to set general properties
for email deliveries from BI Publisher, and for defining your SSL
certificate file.
8 - 36
Delivery: Print or Fax

Printing is only supported through Internet Printing Protocol (IPP).
8 - 37
Delivery: Printing PDF

PDF printing:
8 - 38
Delivery: Email
Email option:
8 - 39
Delivery: WebDAV
WebDAV option:
8 - 40
Delivery: HTTP Server

HTTP Server option:
8 - 41
Delivery: FTP Server

FTP Server option:
8 - 42
Delivery: CUPS Server

CUPS Sever option:
8 - 43
System Maintenance: Scheduling

Architecture Overview
Quartz Tables
Delivery
Channels
ESS Tables
ESS Scheduler
Quartz Scheduler
Scheduled
Job
Scheduled
Job Q
CUPS
Fax
Job Processor (Normal Job / Bursting Job)
Report Q
Printer
Report Processor
Delivery
Q(s)
Email
FAX
Processor
Print
Processor
Email
Processor
FTP
Processor
File
Processor
WebDAV
Processor
Repository
BIP System
Topic
File | FTP | Web Folder
8 - 44
BI Publisher Scheduler
Process Flow
1
Submit Job
2
Job Processor
Bursting Engine
Bursting Engine Listener
Batch Job Process
8 - 45
FO Report Processor
Delivery Processors
BI Publisher System Topic
System Maintenance: Scheduling

Clustering Example
Job Processor
Report Processor
Email Processor
FTP Processor
File Processor
Print Processor
WebDav Processor
Fax Processor
Managed
Server
Email
Printer
Admin
Server
Repository
Quartz Table
JNDI
JMS
Queues
& Topic
8 - 47
Managed
Server
Job Processor
Report Processor
Email Processor
FTP Processor
File Processor
Print Processor
WebDav Processor
Fax Processor
Fax
Repository
Scheduler Configuration:
Overview
BI Publisher Scheduler Configuration page:
8 - 48
Scheduler Diagnostics:
Overview
The Scheduler Diagnostics page provides the runtime status of
the Scheduler.
8 - 49
Scheduler Diagnostics:
Overview
The Scheduler Diagnostics page provides information on the
following components:
JMS
Cluster
Database
Quartz
8 - 50
Runtime Configuration:
Overview
The Runtime Configuration page enables you to set runtime
properties at the server level.
8 - 51
Setting Runtime Properties

Many of the Runtime properties
for BI Publisher are shown here.
8 - 52
Defining Font Mappings

BI Publisher has a font mapping feature to map the fonts in
RTF and PDF templates to the target fonts in published
documents.
8 - 53
Creating a Font Mapping
8 - 54
Defining Currency Formats

Currency formats enable you to map a number format mask to
a specific currency, so that your reports can display multiple
currencies with their own corresponding formats.
8 - 55
Integrating with Oracle BI Presentation Services:

Overview
8 - 56
Configuring Integration with Oracle BI

Presentation Services
A typical configuration is presented here for the integration with
Oracle BI Presentation Services:
8 - 57
Summary
Describe BI Publisher administration tasks
Configure data sources
Identify BI Publisher supported security models
Configure security settings
Manage user roles and permissions
Configure delivery options
Configure the Scheduler
Manage the runtime configuration
Configure the integration settings for BI Presentation
Services
8 - 58

This practice covers the following topic:
Configuring the email server as a delivery option
8 - 59
Quiz: Overview
in the lesson.
8 - 60
Quiz
The various data sources for which BI Publisher can be
configured are:
a. JDBC, JNDI and Email server
b. JDBC, JNDI, LDAP, OLAP, and file
c. JDBC, JNDI, LDAP, and OLAP only
d. Email sever, HTTP, FTP, Fax
8 - 61
Quiz
The supported security models for BI Publisher are:
a. Server Security, SIEBEL, and OLAP
b. Oracle Fusion Middleware and Oracle Database
c. Oracle Fusion Middleware, BI Publisher, LDAP, Oracle BI
Server, Oracle E-Business Suite, Oracle Siebel, and
Oracle Database
d. LDAP, Siebel, Database, and OLAP
8 - 62
Quiz
Users and groups are maintained outside of BI Publisher and
they are created through the WebLogic Administration Console.
a. True
b. False
8 - 63
Quiz
Scheduler Diagnostics enable you to view how many scheduled
report requests have been received by the JMS queues.
a. True
b. False
8 - 64
Quiz
In BI Publisher, runtime properties that are set at the server
level take precedence over that of report level.
a. True
b. False
8 - 65
Quiz
Currency formatting is only supported for RTF and XSL-FO
templates.
a. True
b. False
8 - 66
Quiz
When you install Oracle BI Enterprise Edition, the integration
with BI Publisher is automatically configured. This means that
the Oracle BI platform installer sets the Presentation Services
hostname, port, and URL suffix values.
a. True
b. False
8 - 67
Scheduling and Bursting Reports
Objectives
Schedule reports
View the saved output and job history
Manage scheduled reports
Provide an overview of bursting
Add a bursting definition
Schedule reports for bursting
View and manage a bursting report job and job history
9-2
Scheduling BI Publisher Reports

In BI Publisher Server you can:
Configure the BI Publisher Scheduler
Schedule reports
View the saved output and history
9-3
Schedule Report Job: Overview

The Schedule Report Job page contains four tabs for selecting
report job options.
9-4
The General Options Tab

General options for report jobs:
9-5
The Output Options Tab

Output options for report jobs:
9-6
The Schedule Options Tab

Schedule options:
The date
picker allows
you to select
a date and a
time zone.
9-7
The Notification Options Tab

Notification options for report jobs:
9-8
Submitting the Job and Reviewing the

Confirmation Details
Submission:
Email confirmation
indicates that the
job has completed.
9-9
Manage Report Jobs: Overview

The Manage Report Jobs page enables you to:
View recurring jobs and future scheduled jobs
Filter jobs displayed on the page
See the jobs displayed in your own time zone
Sort data by column names
Monitor the status of a job
Delete, suspend, or resume a job
View job details
Refresh the page to see the latest jobs and their
corresponding statuses
9 - 10
Manage Report Jobs: Overview

Typical view of a Manage Report Jobs page:
Details after the job

has executed.
9 - 11
Report Job History: Overview

Use the Report Job History page to:
View running and completed report jobs
Filter jobs
View submitted jobs in your own time zone
Refresh the page to view the latest job history
Scroll to see the Report Job Histories table
Sort by column in the Report Job Histories table
Delete multiple jobs from the Report Job Histories table
9 - 12
Viewing Report Job History

The Report Job History page displays information about
running and completed report jobs.
9 - 13
Report Job History Details: Overview

Use the Report Job History Details page to:
View the details of completed jobs
Filter jobs by status
Sort jobs by column names
View the general information and report job execution
summaries
Download the reports XML data
Download or view the report output (if you selected the
Save Output check box while scheduling the job)
Republish the report in any output format by using the
saved data
Send the report output to any destination
9 - 14
Viewing Job History Details

Click the report job name to view a detail page for the job.
Expand
Icon
9 - 15
Downloading and Republishing

Output and delivery details for job history:
Download
the data.
9 - 16
Republish
the report.
Sending the Output to a New Destination

Sending the output to a new destination:
9 - 17
Bursting a Report
Bursting is the process of generating multiple documents from
the same report, and delivering each document to a different
destination.
HTML
Data
Templates
Split
MS Excel
BI Publisher
RTF
Deliver
PDF
MS PowerPoint
9 - 18
Bursting: Key Concepts

A bursting definition is a component of the data model. After
you define the data sets for the data model, you can set up one
or more bursting definitions. When you set up a bursting
definition, you define the following:
Split By key
Deliver By key
Delivery query
9 - 19
Adding a Bursting Definition

Adding a bursting definition where the data set is already
defined:
Create New
Bursting Icon
Multiple bursting
definitions are
possible in the
same data model.
9 - 21
Enabling a Report to Use a Bursting Definition

Use the Report Properties dialog box of Report Editor to enable
a report to use a bursting definition.
9 - 22
Scheduling a Bursting Job

Selecting the bursting option while scheduling a report:
Bursting
option not
enabled.
9 - 23
Bursting
option
enabled.
Viewing Report Job History After Bursting

The Report Job History page after completing bursting:
You can send

or republish
the report.
Click to view
the details.
9 - 24
Viewing Job History Details After Bursting
This delivery output

was split to
Marketing and
indicates a
successful status
9 - 25
Summary
Schedule reports
View the saved output and job history
Provide an overview of bursting
Add a bursting definition
Schedule reports for bursting
View and manage a bursting report job and job history
9 - 26
Examining the BI Publisher Scheduler
Scheduling a BI Publisher report
Reviewing the report and job history
Bursting the report to a file location
Scheduling a report to deliver as an email attachment
9 - 27
Quiz
In BI Publisher, the feature that enables you to schedule longrunning queries or reports to be run at a specified time and date
is:
a. Publishing
b. Administration
c. Scheduling
d. Reporting
9 - 28
Quiz
Each scheduled job can have multiple output files with distinct
characteristics and each output file can have a separate
destination.
a. True
b. False
9 - 29
Quiz
The three notification statuses for the reports in BI Publisher
are Report completed, Report completed with warnings, and
Report failed. BI Publisher supports two methods of
notifications. What the two methods of notification?
a. Print and PDF
b. Email and HTTP
c. Text and charts
d. PPT and XLS
9 - 30
Quiz
Bursting is enabled at the report level and used when you
schedule reports.
a. True
b. False
9 - 31
Quiz
You can enable Use Bursting Definition to Determine Output
and Delivery Destination, in the delivery options only if the
bursting definition has been configured to that specific data
model.
a. True
b. False
9 - 32
Performing Translations
Objectives
After completing this module, you should be able to do the
following:
Describe the types of translations and options available
within BI Publisher for performing translations
Create a localized template for translations by using
Template Builder
Create a translation file by using the BI Publisher
Enterprise Edition
10 - 2
Introducing Translation Types
Two types of translations:

Localized Template (or Layout): A separate, translated
RTF-based template
XML Localization Interchange File Format (XLIFF):
Generated from the original template
File types that can be translated include:
10 - 3
RTF layout files

Style Templates
Sub Templates
BI Publisher layout files (.xpt)
Translating by Using a Localized Template

RTF Localized
Template Option
10 - 4
Using the Localized Template Option: Process

Overview
1. Design the localized RTF layout template, Sub Template,
or Style Template.
2. Upload the localized file to Template Manager.
10 - 5
Step 1: Designing the Localized Template
Edit the report and

make the appropriate
entries.
10 - 6
Step 2: Uploading the Localized File to Template

Manager
10 - 7
Translating by Using an XLIFF

XLIFF File Option
10 - 8
The Structure of an XLIFF File
Excerpt from an
XLIFF file that
has not been
translated
10 - 9
XLIFF File Attributes

Source/targetlanguage
codes
Table of
translations
example
Translation
(Language/Territory)
source-language
examples
target-language examples
From English/US to
English/Canada
en-US
en-CA
From English/US to
Chinese/China
en-US
zh-CN
From Japanese/Japan to
French/France
ja-JP
fr-FR
10 - 10
XLIFF File Embedded Data Fields
10 - 11
XLIFF File Elements
Original example
updated with
Chinese translation
Original example:
<source> and
<target>
10 - 12
Using the XLIFF Option: Process Overview

1. Generate the XLIFF from the RTF or BI Publisher (XPT)
template.
Two methods for generating the XLIFF for a single template
file:
Generate the XLIFF by using Template Builder for MS Word

(not supported for XPT templates)
Generate the XLIFF from the Layout Properties page
2. Translate the strings.

3. Preview by using Template Builder.
4. Upload the translation.
10 - 13
Step 1: Generating the XLIFF by Using Template

Builder (Method 1)
1
2
10 - 14
Step 1: Generating the XLIFF from the Layout

Properties Page (Method 2)
1
2
4
10 - 15
Step 2: Translating the Strings
10 - 16
Step 3: Previewing by Using Template Builder
10 - 17
Step 3: Previewing by Using Template Builder
10 - 18
Step 4: Uploading the Translation
10 - 19
Managing XLIFF Translations on BI Publisher

Server
Two methods:
Template translation: Extract and upload a separate
localized translation for RTF Templates.
Catalog translation: Extract and upload translations for all
objects in a selected Catalog folder, into a single XLIFF
file.
10 - 20
The Overall Translation Process

1. You extract translatable strings for a Catalog or template
translation.
2. BI Publisher creates an XLIFF file.
3. Strings are translated locally.
4. Upload the translated XLIFF file to the Catalog or template.
5. Assign the appropriate locale.
10 - 21
Catalog Translations
Use the Export XLIFF command at the Catalog level to export
the following objects:
Folder
Data Model
Report Style Templates
Sub Templates
BI Publisher Layouts (XPT)
RTF Layouts
10 - 22
User Preferences
Based on Report
Locale and UI
Language
10 - 24
Exporting the XLIFF File for a Catalog Folder
10 - 25
Viewing the Exported XLIFF File
10 - 26
Importing the XLIFF File for a Catalog Folder
1
3
10 - 27
Locale Selection Logic at Run Time

Translation is applied based on the users selected Report
Locale as follows:
Match on
an RTF
localespecific
template, if
no match
10 - 28
Match on
localespecific
XLIFF file, if
no match
Match on
languagespecific
XLIFF file, if
no match
Use default
template
Summary
In this module, you should have learned how to:
Describe the types of translations and options available
within BI Publisher for performing translations
Create a localized template for translations by using
Template Builder
Create a translation file by using the BI Publisher
Enterprise Edition
10 - 29

Uploading a localized template to Template Manager
Generating and uploading and XLIFF translation
10 - 30
Quiz: Overview
in the lesson.
10 - 31
Quiz
You use Catalog translation when you only need the final report
documents translated.
a. True
b. False
10 - 32
Quiz
When you extract the translatable strings for a Catalog or
template translation, BI Publisher creates an XLIFF file that
contains the strings to be translated.
a. True
b. False
10 - 33
Quiz
BI Publisher applies a translation based on the user's Report
Locale setting. BI Publisher tries to match an RTF template
named for the locale, followed by an attempt to match an XLIFF
file named for the locale.
a. True
b. False
10 - 34
Quiz
Catalog translation enables the extraction of translatable strings
from all objects contained in a selected Catalog folder into a
single translation file.
a. True
b. False
10 - 35
Integrating BI Publisher with Oracle BI

Enterprise Edition
Objectives
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
11 - 2
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
11 - 3
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
11 - 4
Configuring a JDBC Connection to BI Server

The JDBC connection provides direct access to the semantic
layer.
11 - 5
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.
11 - 6
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.
11 - 8
Navigating Oracle BI EE
Create a new
object.
Search the
Catalog.
Filtered access
to your catalog
content
11 - 9
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
11 - 10
Creating Objects from the Global Header

New (global
header) > BI
Publisher object
Published
Reporting
11 - 11
Creating a Data Model and Report Based on an

Oracle BI Analysis
1.
2.
3.
4.
5.
6.
11 - 12
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.
Step 1: Adding an Oracle BI Analysis Data Set
1
2
11 - 13
Step 2: Defining XML Tag and Display Names
Change the XML tag

and display names.
11 - 15
Step 3: Testing and Saving Sample XML Data
2
3
11 - 16
Step 4: Creating a Report for the Analytic Data

Source
11 - 17
Step 5: Selecting a Layout and Building Your BI

Publisher Report
3
11 - 18
Step 6: Saving and Viewing Your Report

3
2
1
11 - 19
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.
11 - 20
Step 1: Logging in to Oracle BI EE and Editing

Your Dashboard
1
2
11 - 21
Step 2: Adding a BI Publisher Report to Your

Dashboard
1
11 - 22
Step 2: Adding a BI Publisher Report to Your

Dashboard
5
4
11 - 23
Step 3: Running Your Dashboard

Click Run.
The BI Publisher
report appears on
your dashboard.
11 - 24
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.
11 - 25
Step 1: Adding a SQL Query Data Set
2
1
Create a SQL Query
data set and open
Query Builder.
11 - 26
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.
11 - 27
Step 2: Selecting the Objects for the Query

Add a condition.
Add a sort type

and sort order.
11 - 28
Step 3: Viewing the Results and Saving the Query

Enter a prompt
value.
Results.
11 - 29
Creating a Data Model and Report Based on a BI

Server SQL Query: Example
Build the report.
Add it to the
dashboard.
11 - 30
Integrating BI Publisher Security: Roles and

Groups
Review the
groups to which
you belong.
11 - 31
Summary
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
11 - 32

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
11 - 33
Quiz: Overview
in the lesson.
11 - 34
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
11 - 35
Quiz
All BI Publisher reporting objects must be created within BI
Publisher.
a. True
b. False
11 - 36
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
11 - 37
Creating Data Models and BI Publisher

Reports Based on Other Data Sources
Objectives
Create a BI Publisher report based on web services
Create a BI Publisher report based on HTTP (XML/RSS
Feed)
Create a BI Publisher report based an XML file
Create a BI Publisher report based on an MS Excel
spreadsheet
12 - 2
Reviewing Supported Data Sources

BI Publisher supports the following data sources:
SQL Query
MDX Query (including Essbase)
Oracle BI Analysis
View Object
Web service
LDAP Query
XML File
Microsoft Excel File
HTTP(XML/RSS
Feed)
12 - 3
Introduction to Web Services
Web services:
Are open, standard-based web applications
Integrate applications across platforms to exchange data
Return valid XML data
Web service standards include:

WSDL
SOAP
UDDI
12 - 4
The HTTP (XML/RSS Feed) Data Source
Web sites provide XML, RSS, and other types of feeds

RSS feeds:
Support web content syndication or aggregation
Are popular for use with news and blogs
12 - 5
Proxy Settings for Web Services and HTTP Data

Sources
When the WSDL or RSS/XML feed URLs are outside the
firewall, you must:
Configure Oracle WebLogic Server to recognize the proxy
Restart the services
12 - 6
Creating a BI Publisher Report Based on

External Web Services
1.
2.
3.
4.
12 - 8
Define a parameter.
Define a web service data set.
View the XML for the web service data set.
Create a simple layout to view the data.
Step 1: Defining a Parameter
2
1
12 - 9
Step 2: Defining a Web Service Data Set

1
2
3
12 - 10
Step 3: Viewing the XML for the Web Service Data Set
1
12 - 12
Step 4: Creating a Simple Layout to View the Data

by Using Layout Editor
1
4
2
12 - 13

6
Web Services
Layout
12 - 14
Web Services
Data

HTTP (XML/RSS Feed) Data Sources
1. Define an HTTP (XML/RSS Feed) data set.
2. View the XML.
3. Create a simple layout to view the data.
12 - 15
Step 1: Defining an HTTP Data Set
1
4
2
3
5
12 - 16
Step 2: Viewing the XML

1
12 - 17

1
2
4
12 - 18

6
RSS Feed
RSS Layout
12 - 19

an XML File
1. Define XML as a data set.
2. View the XML.
3. Create a simple layout to view the data.
12 - 20
Step 1: Defining an XML File as a Data Set

1
12 - 21

1
12 - 22

1
4
3
2
12 - 23

5
6
Customer
Balance
XML Layout
12 - 24

an MS Excel Spreadsheet
1. Define an MS Excel spreadsheet as a data set.
2. View the XML.
3. Generate a simple layout to
view the data.
12 - 25
Step 1: Defining an MS Excel Spreadsheet as a

Data Set
1
12 - 27

1
2
3
12 - 29
Step 3: Generating a Simple Layout to View the

Data
1
12 - 30
Step 3: Generating a Simple Layout to View the

Data
4
5
Employee
Salary Report
Excel Layout
12 - 31
Summary
Create a BI Publisher report based on web services
Create a BI Publisher report based on HTTP (XML/RSS
Feed)
Create a BI Publisher report based an XML file
Create a BI Publisher report based on an MS Excel
spreadsheet
12 - 32

Creating a BI Publisher report based on web services
Creating a BI Publisher report based on HTTP (XML/RSS
Feed)
Creating a BI Publisher report based an XML file
Creating a BI Publisher report based on an MS Excel
spreadsheet
12 - 33
Quiz: Overview
in the lesson.
12 - 34
Quiz
BI Publisher can utilize SQL Query, web service, XML, and
Oracle BI Analysis data sources.
a. True
b. False
12 - 35
Quiz
When creating a web service data source, you make a
distinction between simple and complex data types for the web
service data model that you are defining.
a. True
b. False
12 - 36
Quiz
When creating an MS Excel data source, you can use any
spreadsheet format.
a. True
b. False
12 - 37
Practice Solutions
Working with PDF and eText Templates
PDF Template Overview

You can take any existing PDF document and apply Oracle BI
Publisher markup. You can obtain the initial source PDF
document in the following ways:
Design the layout of your template by using any application
capable of generating documents that you can convert to
PDF.
Print the document by using Adobe Acrobat Distiller.
Scan a paper document to PDF.
Download a PDF document from a third-party web site.
B-2
Supported Modes
B-3
Oracle BI Publisher supports Adobe Acrobat 5.0 (PDF

Specification 1.4).
If you are using Adobe Acrobat 6.0 (or later), use the
Reduce File Size option to save the file so that it is
compatible with Adobe Acrobat 5.0.
Adding Markup to the Template Layout

for Adobe Acrobat Users
Form fields are selected
and highlighted in Adobe.
Form fields matched to

the underlying XML data
source names
B-4
Accessing the Text Field Tool

in Adobe Acrobat
B-5
Creating a Text Field in Adobe Acrobat
1
2
B-6
Supported Field Properties Options
B-7
Creating a Check Box
A check box is used to present options from which more than

one option can be selected. Each check box represents a
different data element. You define the value that will cause the
check box to display as checked.
B-8
Creating a Radio Button Group

Shipping Method
Standard
Overnight
A radio button group is used to display options from which only

one can be selected.
B-9
Defining Groups of Repeating Fields
B - 10
Adding Page Numbers

To add page numbers, define a field in the template where you
want the page number to appear and then enter an initial value
in that field as follows:
1. Decide the position on the template where you want the
page number to be displayed.
2. Create a placeholder field named @pagenum@.
3. Enter a starting value for the page number in the Default
field. If the XML data includes a value for this field, the
starting value assigned in the template is overridden. If no
starting value is assigned, it defaults to 1.
B - 12
Adding Page Breaks

In your template, you can define a page break to occur after a
repeatable field.
To insert a page break after the occurrence of a specific
field, add the following to the syntax in the Short
Description field of the Field Properties dialog box (use the
Tooltip field for Acrobat 6.0):
page_break="yes"
B - 13
Example:
<?rep_field="T1_G3", page_break="yes"?>
Note: For the break to occur, the field must be populated
with data from the XML source.
Performing Calculations
B - 14
Runtime Behavior
Placement of repeating fields:
The placement, spacing, and alignment of fields that you
create in the template are independent of the underlying
form layout.
At run time, Oracle BI Publisher places each repeating row
of data according to calculations performed on the
placement of the rows of created fields.
B - 15
Downloaded PDFs
B - 16
Using Downloaded PDFs with Form Fields
B - 17
Running Reports with PDF Templates:

Define Data Model
B - 18

Upload Template
B - 19

View Report
B - 20
eText Templates
An eText template is:
An RTF-based template that is used to generate text
output for electronic funds transfer (EFT) and electronic
data interchange (EDI)
Applied at run time by Oracle BI Publisher to an input XML
data file to create an output text file that can be transmitted
to a bank or another customer
B - 21
Structure of eText Templates
B - 23
Row Types
B - 24
Setup Command Tables

A template always begins with a table that defines global
attributes and program elements. The setup commands are:
Template type
Output character set
New record character
Invalid characters
Replace characters
Define level
Define sequence
Define concatenation
B - 25
Constructing Data Tables
B - 26
Data tables contain a combination of command rows and

data field rows.
Each data table must begin with a LEVEL command row
that specifies its XML element.
Each record must begin with a NEW RECORD command that
specifies the start of a new record and the end of a
previous record (if any).
The required columns for the data fields vary, depending
on the template type.
Command Rows
Command rows always have two columns:

Command name
Command parameter
The supported commands are:
B - 27
LEVEL
NEW RECORD
SORT ASCENDING
SORT DESCENDING
DISPLAY CONDITION
Structure of Data Rows

The output record data fields are represented in the template
by table rows. In FIXED_POSITION_BASED templates, each
row has the following attributes (or columns):
Position
Length
Format
Pad
Data
Comments
B - 29
Structure of Data Rows

The output record data fields are represented in the template
by table rows. In DELIMITER_BASED templates, each row has
the following attributes (or columns):
Maximum length
Format
Data
Tag
Comments
B - 30
Using Template Viewer

You can use BI Publisher Template Viewer to view templates,
forms, and style sheets.
B - 31
Viewing an eText Template
B - 32
Viewing the Output
B - 33
Introduction to XML Standards
XML Standards
Defines and
validates
2
Document Type
Definition
Defines and
validates
5
XML Schema
Locates
nodes
Uniquely identifies
elements
/Catalog/Item
4
Used by
1
XML Language
http://www.hr.com/catalog
3 XML Namespace
Applies
Transformed
to
Processed
by
6
XSL/XSLT
Stylesheet
XML Processor (DOM and SAX API)

C-2
XPath
Output
Document
Extensible Markup Language

Extensible Markup Language (XML) describes data objects
called XML documents that are composed of markup and data.
XML Processors
Web Data
Markup and Data
C-3
XML Document
Custom Tags
Advantages of Using XML

XML enables:
A simple and extensible way to describe data
The ability to interchange data
Simplified business-to-business communication
Writing of smart agents
The ability to perform smart searches
A sample XML document:
<?xml version="1.0 encoding=UTF-8"?>
<books>
<title>Building Oracle XML Applications</title>
<title>Oracle XML Handbook</title>
<title>Beginning XML Second Edition</title>
</books>
C-4
Oracle XML Support

Oracle products provide support for XML in:
Development tools
Middle-tier frameworks
Database storage
Oracle XDK 10g
Oracle BI Publisher
C-5
Example: A Simple XML Page
<?xml version="1.0"?>
<employees>
<employee>
<employee_id>120</employee_id>
<last_name>Weiss</last_name>
<salary>8000</salary>
</employee>
<employee>
<last_name>Fripp</last_name>
</employee>
</employees>
C-6
XML Document Structure

An XML document contains the following parts:
Prologue
Root element
Epilogue
C-7
<?xml version="1.0" encoding="WINDOWS-1252"?>

<!- this is a comment -->
<employees>
...
</employees>
<?gifPlayer size="100,300" ?>
XML Declaration
XML documents must start with an XML declaration.
The XML declaration:
Looks like a processing instruction with the xml name, as
in the following example:
<document-root>
...
</document-root>
Must contain the version attribute
May include the following elements:

encoding attribute
standalone attribute
C-8
Is optional in XML 1.0 but mandatory in XML 1.1

Components of an XML Document

XML documents comprise storage units containing:
Parsed data, including the:
Markup (elements, attributes, entities) used to describe the
data that they contain
Character data described by markup
<employees>
<employee id="100">
<name>Rachael O'Leary</name>
</employee>
</employees>
Unparsed data, textual or binary information (graphic and

sound data), which is taken as entered
<![CDATA[
C-9
...unparsed data... ]]>

XML Elements
An XML element:
Has a start tag, end tag, and optional data content
Has tag names that are case-sensitive
Tag Name
<employee>
Element
Start Tag
<name>Steven King</name>
</employee>
Data
Content
End Tag
Tag Name
Empty elements:
Do not contain any data
May appear as a single tag
C - 10
<initials></initials>
<initials/>
Markup Rules for Elements
There is one root element, sometimes called the top-level

or document element.
All elements:
Must have matching start and end tags, or be a self-closing
tag (an empty element)
Can contain nested elements, so that their tags do not
overlap
Have case-sensitive tag names subject to naming
conventions.
C - 11
Element names start with a letter, contain no spaces, and do not

start with the letters xml.
The element data content may contain a white space, such

as spaces, tabs, new lines, and combinations of these.
XML Attributes
An XML attribute is a name-value pair that:
Is specified in the start tag, after the tag name
<employees>
<employee id="100" name='Rachael O'Leary'>
</employee>
</employees>
C - 12
Has a case-sensitive name

Has a case-sensitive value that must be enclosed in
matching single or double quotation marks
Provides additional information about the XML document
or XML elements
Using Elements Versus Attributes
<employees>
<employee>
<id>100</id>
<last_name>King</last_name>
</employee>
</employees>
<employees>
<employee id="100" last_name="King"
salary="24000">
<job>President</job>
</employee>
</employees>
C - 13
Elements
Attributes
XML Entities
An XML entity:
Is a unit of data storage
Is identified by a case-sensitive name
Is used as replacement text (substituted) when referencing
its name between an ampersand (&) and a semicolon (;)
<comment>Salaries must not be < 1000</comment>
Has predefined names for special XML characters:
C - 14
< for less-than (<) and > for greater-than (>)

& for ampersand (&)
" for double quotation mark (")
' for single quotation mark (')
XML Comments
XML comments:
Start with <!- End with -->
May appear anywhere in the character data of a

document, and before the root element
Are not elements, and can occupy multiple lines
May not appear inside a tag or another comment
<!- Comment: This document has information about
employees in the company -->
<employees>
<name>Steven King</name> 
</employees>
C - 15
A Well-Formed XML Document

Every XML document must be well formed.
An XML document must have one root element.
An element must have matching start and end tag names,
unless they are empty elements.
Elements can be nested but cannot overlap.
All attribute values must be quoted.
Attribute names must be unique in the start tag of an
element.
Comments and processing instructions do not appear
inside tags.
The special characters < and & cannot appear in the
character data of an element or attribute value.
C - 16
Class Activity
Identify errors in the following examples:
<Question>Is this legal?</Question>
<Answer>No</Answer>


<Question 4You="Is this attribute name correct"/> 3

<EMAIL ID=Mark.Ant@oracle.com></EMAIL>
<Question>Is this legal</question>
C - 17
Comparing XML and HTML
XML:
HTML:
C - 18
Is a markup language for describing data

Contains user-defined markup elements
Is extensible
Is displayed as a document tree in a web browser
Conforms to rules for a well-formed document
Is a markup language for formatting data in a web browser
Contains predefined markup tags
Is not extensible
Does not conform to well-formed document rules
XML Development
Developing XML documents can be done using:
A simple text editor, such as Notepad
A specialized XML editor, such as XMLSpy
Oracle JDeveloper 10g XML-related features that include:
C - 19
Syntax checking for XML documents

XML Editor with code insight for XML schema-driven editing
Registering of external XML schemas
Validation of XML documents against registered XML
schemas
XML Namespaces
An XML namespace:
Is identified by a case-sensitive Internationalized Resource
Identifier (IRI) reference (URL or URN)
Provides universally unique names for a collection of
names (elements and attributes)
<employee>
employee_id
<name>
<name>
department_id
<salary>
http://hr.com/employees
C - 20
<departments>
<location_id>
urn:hr:departments
XML Namespace Declarations: Example
<department xmlns="urn:hr:department-ns"
xmlns:emp="urn:hr:employee-ns">
<name>Executive</name>
<emp:employee>
<emp:name>
<emp:first_name>Steven</emp:first_name>
<emp:last_name>King</emp:last_name>
</emp:name>
</emp:employee>
<emp:employee>
<emp:name>
<emp:first_name>Neena</emp:first_name>
<emp:last_name>Kochhar</emp:last_name>
</emp:name>
</emp:employee>
</department>
C - 22
Why Validate an XML Document?
C - 23
Well-formed documents satisfy XML syntax rules, and not

the business requirements about the content and structure.
Business rules often require validation of the content and
structure of a document.
XML documents must satisfy structural requirements
imposed by the business model.
A valid XML document can be reliably processed by XML
applications.
Validations can be done by using a DTD or an
XML schema.
Document Type Definition

A document type definition (DTD):
Is the grammar for an XML document
Contains the definitions of:
C - 24
Elements
Attributes
Entities
Notations
Contains specific instructions that the XML parser

interprets to check document validity
May be stored in a separate file (external)
May be included in the document (internal)
Simple DTD Declaration: Example

Example of a simple DTD with element declarations:
<!ELEMENT employees (employee)>
<!ELEMENT employee (name)>
<!ELEMENT name (#PCDATA)>
A valid XML document based on the DTD is:

<employees>
<employee>
<name>Steven King</name>
</employee>
</employees>
Note: All child elements must be defined.
C - 25
XML Schema
An XML schema:
Uses an XML language that defines and validates
the structure of XML documents
Is stored in an XML
Validates
Schema Definition (XSD) document
Defines components, such as:
C - 26
Simple types definitions

Complex type definitions
Element declarations
Attribute declarations
References
Supports XML namespaces and built-in,

simple, and complex data types
Instance
XML Schema Document: Example
A simple XML schema uses:

A required XML namespace string, with an xs prefix,
http://www.w3.org/2001/XMLSchema
The <schema> element as its document root
The <element> element to declare an element
<xs:schema
xmlns:xs="http://www.w3.org/2001/XMLSchema">
<xs:element name="departments" type="xs:string"/>
</xs:schema>
A valid XML instance document:


<departments>
Finance
</departments>
C - 28
XML Schema Versus DTD
XML schema:
Is more powerful and flexible than a DTD

Provides better namespace support than a DTD
Is written in XML syntax
Is extensible
Provides data-type support
DTD:
Provides the ENTITY functionality that is not supported by
XML schemas
Can be embedded in an XML document
Is written in Standard Generalized Markup Language
(SGML)
C - 29
XML Path Language

XML Path Language (XPath):
Is primarily used to address the nodes of an XML
document modeled as a tree of nodes
Is named after its use of a path notation for navigating
through the hierarchical structure of an XML document
Uses a compact, non-XML syntax to form expressions for
use in Uniform Resource Identifier (URI) and XML attribute
values
Fully supports XML namespaces
Is designed to be used by XML applications, such as XSLT
and XPointer
C - 30
XPath Model
Document root
<departments>
<department>
num="1"
<department_id>
10
3
<department_name>
Administration
<department>
C - 31
num="2"
XSLT and XPath

XSLT:
Transforms XML into plain text, HTML, or XML
Specifies transformation rules in elements with attributes
that use XPath expressions
<xsl:stylesheet version="1.0"
xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="//department_name">
<html>
<body>
<p><xsl:value-of select="."/></p>
</body>
</html>
</xsl:template>
<xsl:template match="*/text()"/>
</xsl:stylesheet>
C - 32
XSL
Extensible Stylesheet Language (XSL) has two parts:
XSL Transformations (XSLT)
XSL Formatting Objects (XSL-FO)
XSL
C - 33
XSLT
Input XML
Document
XSL
Processor
Output XML
Document
XSL
Stylesheet
<xsl:stylesheet ...>
<xsl:template match="XPath"/>

Matching
</xsl:template>
Rule
</xsl:stylesheet>
C - 34
Output
Data
XSLT Stylesheet
An XSLT stylesheet is an XML document containing:
A <xsl:stylesheet> root element declaring:
The xsl namespace prefix
The http://www.w3.org/1999/XSL/Transform
mandatory namespace URI
One or more <xsl:template> elements and other XSL

elements defining transformation rules
<xsl:stylesheet version="1.0"
...
<xsl:template match="/"> ... </xsl:template>
<xsl:template match="..."> ... </xsl:template>
<xsl:stylesheet>
C - 35
XSLT Stylesheet: Example
<xsl:stylesheet version ="1.0"
<xsl:template match="/">
<html>
<body>
<table border="1">
<tr><th>Id</th><th>Name</th><th>Salary</th></tr>
</table>
5
</body>
4
</html>
</xsl:template>
<xsl:template match="employee">
<tr>
<td><xsl:value-of select="employee_id"/></td>
<td><xsl:value-of select="last_name"/></td>
<td><xsl:value-of select="salary"/></td>
</tr>
6
</xsl:template>
</xsl:stylesheet>
C - 36
1
2
3
Viewing the Transformed Document

Perform one of the following actions:
Open the XML document in a web browser.
View the oraxsl command-line processor output.
<?xml-stylesheet type="text/xsl" href="emp.xsl"?>
<employees>
<employee>
<last_name>King</last_name>
</employee>
<employee>
<last_name>Kochhar</last_name>
</employee>
</employees>
C - 37

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Oracle BI Publisher 11g R1:

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

Technical Contributors and

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

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

Use BI Publisher Template Builder to create RTF

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

Course Agenda: Day 1

Introduction to Oracle BI Publisher 11g

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Course Agenda: Day 2

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Course Agenda: Day 3

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Overview of Oracle BI Foundation Suite

Oracle BI Enterprise Edition

Oracle Scorecard and Strategy

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Overview of Oracle Fusion Middleware 11g

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Overview of Oracle BI EE 11g

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Evolving Role of Business Intelligence

Real-time, predictive data

Unified, enterprise view

Enterprise wide, insight-driven

Unified infrastructure and prebuilt

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Efficient design of data warehouses

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Functions of Reporting Systems

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Richly formatted reports

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

1 Query, 10 Layouts, 10 Translations = 100 report files

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Introducing the Oracle BI Publisher Paradigm

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End-to-End View of BI Publisher

HTTP & Web Services

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Oracle BI Publisher Enterprise:

BI Publisher is reporting and publishing in BI EE plus:

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BI Publisher as a Strategic Reporting Solution

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BI Publisher in Oracle Applications

Oracle E-Business Suite

Oracle Reports to Publisher Conversion Assistant

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BI Publisher in Oracle Applications

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Salient Features of BI Publisher

Offers support for multiple data sources

Offers support for multiple output formats

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After completing this lesson, you should be able to

In addition, you should be able to describe the advantages