Oracle BI Publisher 10g R3: Fundamentals

Transcription

1 Oracle BI Publisher 10g R3: Fundamentals Student Guide D53147GC10 Edition 1.0 February 2008 D54122

2 Authors Padmaja Mitravinda Brian Pottle Technical Contributors and Reviewers Leta Davis Tim Dexter Mike Donahue Tim McGlue Nickos Psomas Pradeep Sharma Kasturi Shekhar Jason Stoddart Editors Daniel Milne Susan Moxley Nita Pavitran Graphic Designers Satish Bettegowda Rajiv Chandrabhanu Copyright 2008, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Publishers Srividya Rameshkumar Giri Venugopal

3 Contents Preface 1 Introduction to Oracle BI Publisher Course Objectives 1-2 Lesson Objectives 1-3 Course Agenda: Day Course Agenda: Day Course Agenda: Day Oracle BI Publisher: Business Document Requirements 1-7 Functions of Reporting Systems 1-8 Classic Reporting Tools Paradigm 1-9 Oracle BI Publisher Paradigm 1-10 End-to-End View of BI Publisher 1-11 Salient Features of BI Publisher 1-12 Summary Oracle BI Publisher: Technology and Architecture Objectives 2-2 Oracle BI Publisher 2-3 Batch Processing 2-4 Distributed Delivery 2-5 Report Bursting 2-6 Inbound Document Capture 2-7 Government Forms 2-8 BI Publisher Multitier Architecture 2-9 BI Publisher Desktop 2-10 BI Publisher Layout Templates 2-11 BI Publisher Enterprise Server Architecture 2-12 BI Publisher Process Architecture 2-13 Data Sources 2-14 BI Publisher Data Engine 2-15 Oracle BI Publisher Underlying Technology 2-16 Performance and Scalability 2-17 Security 2-18 Internationalization and Language Support 2-19 Translation 2-20 iii

4 Output Formats 2-21 Flexible Deployment Options 2-22 Oracle BI Publisher for Applications 2-23 Summary Introduction to XML Standards Objectives 3-2 XML Standards 3-3 Extensible Markup Language 3-4 Advantages of Using XML 3-5 Oracle XML Support 3-6 Example: A Simple XML Page 3-7 XML Document Structure 3-8 XML Declaration 3-9 Components of an XML Document 3-10 XML Elements 3-11 Markup Rules for Elements 3-12 XML Attributes 3-13 Using Elements Versus Attributes 3-14 XML Entities 3-15 XML Comments 3-16 A Well-Formed XML Document 3-17 Class Activity 3-18 Comparing XML and HTML 3-19 XML Development 3-20 XML Namespaces 3-21 XML Namespace Declarations: Example 3-23 Why Validate an XML Document? 3-24 Document Type Definition 3-25 Simple DTD Declaration: Example 3-26 XML Schema 3-27 XML Schema Document: Example 3-29 XML Schema Versus DTD 3-30 XML Path Language 3-31 XPath Model 3-32 XSLT and XPath 3-33 XSL 3-34 XSLT 3-35 XSLT Style Sheet 3-36 XSLT Style Sheet: Example 3-37 Viewing the Transformed Document 3-38 iv

5 Summary 3-39 Practice 3: Overview Getting Started with BI Publisher: Creating a Simple Report Objectives 4-2 Sample Schemas in Oracle Database 4-3 Human Resources (HR) Data Model 4-4 Order Entry (OE) Data Model 4-5 Logging In to Oracle BI Publisher 4-7 Opening a Predefined Report 4-8 Viewing a Predefined Report 4-9 Setting Preferences 4-10 Creating a BI Publisher Report Based on Oracle Database 4-12 Defining a JDBC Connection 4-13 Creating a New Folder in BI Publisher 4-15 Creating a Report 4-16 Editing the Properties of a Report 4-17 Defining the Data Model 4-18 Using Query Builder 4-19 Viewing Report Data 4-21 Uploading an Existing Template 4-22 Exporting or Downloading a Report 4-24 Summary 4-25 Practice 4: Overview Creating Simple RTF Templates Objectives 5-2 Introduction to Oracle BI Publisher Desktop 5-3 Installing Oracle BI Publisher Desktop 5-4 BI Publisher Desktop User Interface (UI) 5-6 BI Publisher Toolbar 5-8 BI Publisher Toolbar: Tools 5-10 Setting Build Preferences 5-11 Build Options 5-12 BI Publisher Toolbar: Wizards 5-13 Creating an RTF Template from a Sample 5-15 Creating an RTF Template: Loading the Sample XML Data 5-16 Creating an RTF Template: Inserting Fields 5-17 Creating an RTF Template: Previewing Data 5-19 Creating an RTF Template: Inserting a Table 5-20 Selecting Data Fields 5-21 v

6 Removing Selected Fields 5-22 Completing the Table 5-23 Resulting Table 5-25 Changing Field Properties 5-26 Previewing the Table Data 5-27 Practice 5-1: Overview 5-28 BI Publisher Charts 5-29 Creating an RTF Template: Inserting a Chart 5-30 Defining a Chart 5-32 Previewing the Chart 5-33 Practice 5-2: Overview 5-34 Designing an RTF Template for a BI Publisher Report 5-35 Step 1: Open MS Word and Log In to BI Publisher 5-36 Step 2: Open the BI Publisher Report 5-37 Step 3: Define the RTF Template: Add a Table 5-38 Form Fields in RTF Templates 5-39 Step 3: Define the RTF Template: Add a Chart 5-40 Step 4: Preview the Data by Using the Template 5-41 Step 5: Upload the Template and View Data 5-42 Practice 5-5: Overview 5-43 Methods for Creating RTF Templates 5-44 Basic Method: Example 5-45 Form Field Method: Example 5-46 Form Field Method: Creating a Data Table 5-47 Completed Template 5-48 Previewing the Report 5-49 Practices 5-3, 5-4: Overview 5-50 Summary 5-51 Practice 5: Overview Advanced RTF Template Techniques Objectives 6-2 Know Your Data 6-3 Looking at Raw XML Data 6-4 Looking at the Data Structure in Oracle BI Publisher Desktop 6-5 Underlying Tags 6-6 Form Field Method Tags 6-7 Additional Tag Space 6-8 RTF Template: Design Considerations 6-9 Supported MS Word Native Formatting Features 6-10 Adding Markup 6-11 vi

7 Images and Charts 6-14 Adding a Chart 6-16 Support for Drawings and Shapes 6-17 Other Graphic Features 6-18 Data-Driven Shape Support 6-19 Background and Watermark Support 6-22 Using More Advanced Template Features 6-23 Some More Advanced Template Features 6-27 Conditional Formatting 6-28 Conditional Formats in BI Publisher Desktop 6-32 Page-Level Calculations 6-33 Data Handling 6-36 Variables, Parameters, and Properties 6-37 Advanced Design Options 6-40 Cross-Tab Wizard in BI Publisher Desktop 6-43 Summary 6-44 Practice 6: Overview Creating Parameters, List of Values (LOVs), and Hyperlinks Objectives 7-2 Reports with Parameters and a List of Values (LOVs) 7-3 Adding a Parameter to a BI Publisher Report 7-5 Modifying a Report to Include the Parameter 7-6 Viewing the Report Data 7-7 Creating a List of Values and Associating It with a Parameter 7-8 Cascading Parameters 7-10 BI Publisher Reports with Hyperlinks 7-11 Creating a Report with a Hyperlink: Example 7-12 Creating a Master Report 7-13 Creating an RTF Template for the Master Report 7-14 Creating and Editing a Detail Report 7-15 Defining a Hyperlink 7-17 Defining a Dynamic Hyperlink 7-18 Viewing the Report Data 7-19 Summary 7-20 Practice 7: Overview Working with PDF and etext Templates Objectives 8-2 PDF Template Overview 8-3 Supported Modes 8-4 vii

8 Adding Markup to the Template Layout for Adobe Acrobat Users 8-5 Accessing the Text Field Tool in Adobe Acrobat 8-6 Creating a Text Field in Adobe Acrobat 8-7 Supported Field Properties Options 8-8 Creating a Check Box 8-9 Creating a Radio Button Group 8-10 Defining Groups of Repeating Fields 8-11 Adding Page Numbers 8-13 Adding Page Breaks 8-14 Performing Calculations 8-15 Run-Time Behavior 8-16 Downloaded PDFs 8-17 Using Downloaded PDFs with Form Fields 8-18 Running Reports with PDF Templates: Define Data Model 8-19 Running Reports with PDF Templates: Upload Template 8-20 Running Reports with PDF Templates: View Report 8-21 etext Templates 8-22 Structure of etext Templates 8-24 Row Types 8-25 Setup Command Tables 8-26 Constructing Data Tables 8-27 Command Rows 8-28 Structure of Data Rows 8-30 Using Template Viewer 8-32 Viewing an etext Template 8-33 Viewing the Output 8-34 Summarizing etext Templates 8-35 Summary Oracle BI Publisher Server: Administration Objectives 9-2 Administration Options 9-3 Logging In to BI Publisher Server 9-4 BI Publisher Home Page 9-5 Administration Settings 9-6 Data Sources 9-7 Setting Data Sources: JDBC 9-8 Testing the JDBC Connection 9-9 Setting Data Sources: JNDI 9-10 Setting Data Sources: Files 9-11 Viewing or Updating a Data Source 9-12 viii

9 BI Publisher: Supported Security Models 9-13 BI Publisher Security Model: Security Center 9-14 Users and Roles 9-15 Functional Roles 9-16 Setting Up Users, Roles, and Permissions 9-17 Setting Up Roles and Permissions 9-18 Delivery Options 9-20 Setting Up Delivery Options: Configuration 9-21 Setting Up Delivery Options: Printer 9-22 Setting Up Delivery Options: Fax 9-24 Setting Up Delivery Options: WebDAV 9-25 Setting Up Delivery Options: or FTP 9-26 System Maintenance 9-27 Defining Report Repository 9-28 Server Configuration 9-29 Scheduler Configuration 9-31 Refreshing the Metadata 9-32 Integration with BI Products 9-33 Summary 9-34 Practice 9: Overview Scheduling Reports and Analyzing Data Objectives 10-2 Scheduling BI Publisher Reports 10-3 Configuring BI Publisher Scheduler 10-4 Scheduling a Report 10-5 Viewing the Saved Output and History 10-7 Managing Scheduled Reports 10-8 Scheduling Reports with Advanced Options 10-9 Scheduling a Report to be Delivered as an Attachment Bursting a Report Scheduling a Report to Burst to a File Location Step1: Creating a Report with Appropriate Fields Step 2: Uploading an RTF Template for the Report Step 3: Defining Bursting Properties for the Report Step 4: Scheduling the Report to Burst to a File Location Step 5: Viewing the Schedule and the Report Scheduling a Report to Be Burst as Analyzing Data in Reports Using Online Analyzer Excel Analyzer ix

10 Using Excel Analyzer Using Excel Analyzer: BI Publisher Menu and Toolbar Summary Practice 10: Overview Translating Reports Objectives 11-2 Translations: Types and Options 11-3 Localized Template Option 11-4 XLIFF File Option 11-5 Structure of the XLIFF File 11-6 Updating the XLIFF File 11-7 Naming Standards 11-8 Locale Selection Logic Translating Templates in BI Publisher Desktop Report File Translations Generating XLIFF in BI Publisher Enterprise Saving the XLIFF File Uploading the XLIFF File Summary Creating Reports by Defining XML Data Templates Objectives 12-2 XML Data Template 12-3 Data Extraction Engine 12-4 What Functionality Is Supported? 12-5 Supported Functionality 12-6 Report Migration 12-7 Data Template Definition 12-8 Data Template Structure Diagram 12-9 Data Template Declaration Defining Parameters Defining Queries Data Query Example: Data Query Defining a Data Link Between Queries Query Linking Options Query Linking: Bind Variable Example Query Linking: <link> Tag Example Distributed Queries Data Triggers x

11 Using Data Triggers Data Structure Section Data Structure: Example Creating an XML Data Template Viewing the XML Data Associating the XML Data Template With an RTF Template Viewing the Report Summary Practice 12: Overview Oracle BI Publisher Integration Features Objectives 13-2 Oracle BI Publisher Integration 13-3 Creating a BI Publisher Report from an Answers Request by Using BI Publisher Enterprise Creating a BI Publisher Report Specifying a BI Answers Data Set for the Report Associating an Existing Template with the Report Viewing the Report 13-8 Creating a BI Publisher Report from an Answers Request by Using BI Publisher Desktop Logging In to BI Publisher from the Template Builder for Word Selecting an Answers Request as the Data Source and Saving It as a BI Publisher Report Creating a Template Uploading the Template Viewing the Report Creating a BI Publisher Report from the BI Server Creating a Report that Queries the BI Server Metadata Building the Query by Using the Query Builder Associating an Existing Template with the Request and Viewing the Report Creating a BI Publisher Report from the Discoverer Worksheet Content Discoverer Worksheet Logging In to BI Publisher a. Selecting Discoverer and a Public Connection b. Selecting a Discoverer Worksheet c. Saving the Worksheet as a BI Publisher Report a. Creating a Template for the Report b. Modifying the Template Previewing the Report Output Uploading the Template xi

12 Viewing the Report in BI Publisher Enterprise Adding BI Publisher Reports to Interactive Dashboards Summary Practice 13: Overview Creating Reports Based on Other Data Sources Objectives 14-2 Data Sources Supported by BI Publisher 14-3 Introduction to Web Services 14-4 XML/RSS Feeds 14-5 Proxy Settings 14-6 Creating a BI Publisher Report Based on Web Services 14-7 Step 1: Creating a Report and Defining the Data Set 14-8 Step 2: Defining a Parameter and Adding It to the Data Set 14-9 Step 3: Viewing the Report XML Data Step 4: Viewing the Data by Using a Predefined Template Creating a BI Publisher Report Based on RSS Feeds Step 1: Creating a Report and Defining the Data Set Step 2: Viewing the Report XML Data Step 3: Using a Predefined Template to View the Data Creating a Report Based on a File Step 1: Checking the Demo Files Data Source Step 2: Creating a Report and Defining the Data Set Step 3: Viewing the XML Data Step 4: Using a Sample Template to View the Data Summary Practice 14: Overview xii