building bi publisher reports using templates
TRANSCRIPT
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Building BI Publisher Reports using Templates
Prepared by:
Thomas Cutting – Volantic, Inc
Session ID#: 200770
@volantic
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Introductions
■ Thomas Cutting, PMP
▪ Project & Process Lead, Volantic, Inc.
▪ Configuration & Migration
▪ P6, Instantis, BI Publisher…
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Agenda
■ BI Publisher Overview
■ Reporting Structure
■ Sample Dataset
■ Boilerplate Templates
■ RTF Templates
■ Generated RTF Layout
■ Create Excel Template from Sample
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BI Publisher Overview
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BI Publisher Overview
Datasets
Reports
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Dataset
Template
Report
BI Publisher Reporting Structure
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Sample Dataset
■ Create SQL Query Base
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Sample Dataset
■ Field Selection and Conditions
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Sample Dataset
■ Generated SQL
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Sample Dataset
■ Edited Using Base
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Sample Dataset
■ Confusing Concentration
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Sample Data
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Boilerplate Templates
■ Existing structure for built in Templates
■ Modify existing or Add New Layout
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Boilerplate Templates
■ Customize the head, footer and structure
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Boilerplate Templates
■ Use in New Report
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RTF
■ Pre-Built Samples
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RTF
■ Generate File
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RTF Delimited Template
Repeating Section on FULLPATHNAME
Top Level G_1 Title Line
CHR(44) is comma (,)
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RTF Report and FTP
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Generated RTF Layout
■ Create a Report
■ Select a Layout
■ Generate from Dataset
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Generated RTF Layout
■ Edit Layout
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Generated RTF Layout
■ Upload Layout
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Excel from Sample
■ Create and Export Data
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Excel from Sample
■ Download BI Publisher Desktop
■ Open Blank Sample (Start / Oracle BI Publisher Desktop / Samples)
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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
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Excel from Sample
■ Dates are recorded in long format (Date / Timestamp)
■ Use second column to trim date and format
■ Hide “real” date column
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Excel from Sample
■ View and edit field names in Formulas / Name Manager
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Excel from Sample
■ Create calculation for total fields
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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
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Excel from Sample
■ Use Template View to test configuration
■ Select exported data and template
■ Set Output Format to Excel
■ Select Start Processing
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Excel from Sample
■ Results:
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Excel from Sample
■ Export layout using Excel Add-On
■ Upload Layout to the Report
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