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Building BI Publisher Reports using Templates

Prepared by:

Thomas Cutting – Volantic, Inc

Session ID#: 200770

@volantic

Introductions

■ Thomas Cutting, PMP

▪ Project & Process Lead, Volantic, Inc.

▪ Configuration & Migration

▪ P6, Instantis, BI Publisher…

Agenda

■ BI Publisher Overview

■ Reporting Structure

■ Sample Dataset

■ Boilerplate Templates

■ RTF Templates

■ Generated RTF Layout

■ Create Excel Template from Sample

BI Publisher Overview

BI Publisher Overview

Datasets

Reports

Dataset

Template

Report

BI Publisher Reporting Structure

Sample Dataset

■ Create SQL Query Base

Sample Dataset

■ Field Selection and Conditions

Sample Dataset

■ Generated SQL

Sample Dataset

■ Edited Using Base

Sample Dataset

■ Confusing Concentration

Sample Data

Boilerplate Templates

■ Existing structure for built in Templates

■ Modify existing or Add New Layout

Boilerplate Templates

■ Customize the head, footer and structure

Boilerplate Templates

■ Use in New Report

RTF

■ Pre-Built Samples

RTF

■ Generate File

RTF Delimited Template

Repeating Section on FULLPATHNAME

Top Level G_1 Title Line

CHR(44) is comma (,)

RTF Report and FTP

Generated RTF Layout

■ Create a Report

■ Select a Layout

■ Generate from Dataset

Generated RTF Layout

■ Edit Layout

Generated RTF Layout

■ Upload Layout

Excel from Sample

■ Create and Export Data

Excel from Sample

■ Download BI Publisher Desktop

■ Open Blank Sample (Start / Oracle BI Publisher Desktop / Samples)

Excel from Sample

■ Layout and format the spreadsheet to requirements

■ Name each of the data fields XDO_?NAME?

■ Name Total (F6 and G6) fields similarly

Excel from Sample

■ Dates are recorded in long format (Date / Timestamp)

■ Use second column to trim date and format

■ Hide “real” date column

Excel from Sample

■ View and edit field names in Formulas / Name Manager

Excel from Sample

■ Create calculation for total fields

Excel from Sample

■ Create recurring data lines by highlighting the data fields to repeat and naming the field XDO_GROUP_?FIELD?

■ FIELD is the data field that represents a new row

Excel from Sample

■ Use Template View to test configuration

■ Select exported data and template

■ Set Output Format to Excel

■ Select Start Processing

Excel from Sample

■ Results:

Excel from Sample

■ Export layout using Excel Add-On

■ Upload Layout to the Report

Volantic Consulting Services

Strategic

Consulting

• Assessments

• Requirements

• Roadmap

Training

• On site

• Virtual

• On Demand

Implementation

• Processes

Optimization

• Change

Management

• Installation

Technical • Integration • Cloud

Management • Custom Apps

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