Exploring Advanced Features of Oracle BI Publisher 11g

8/12/2016 ExploringAdvancedFeaturesofOracleBIPublisher11g
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ExploringAdvancedFeaturesof
OracleBIPublisher
Thistutorialcontainsthefollowingsections: ExploringAdvancedFeaturesofOracleBIPublisher
Purpose Purpose
TimetoComplete
ThistutorialcoverstheadvancedfeaturesofOracleBusinessIntelligencePublisher(OracleBIPublisher),
Overview suchasconfiguringadvancedreportoptions,creatingaMasterDetailReport,schedulingareporttobursttoa
Scenario filelocation,andcreatingareportbasedonmultipledatasources.Thisisanupgradetotheexisting
Prerequisites AdvancedBIPublisher10gOracleByExample(OBE).
SoftwareRequirements
CreatingaMasterDetailReport(Creating
TimetoComplete
DetailedSummaryReports) Approximately2hours.
CreatingReportswithConsistentLookandFeel
UsingSubtemplates Overview
DigitallySigningandSecuringPDFDocuments
Bursting
TheGettingStartedwithOracleBIPublisherOBEcoveredtheregularfeaturessuchascreatingreportsfrom
variousdatasources,andalsocreatingtemplatesbyusingBIPublisherDesktopinMSWord.OracleBI
TranslatingReports PublishercanalsocreateMasterDetailReports,createreportsfrommultipledatasources,burstthereportsto
CreatingaDataModelwithMultipleDataSets afilelocation,andsoon.Thiscourseprovidesstepbystepprocedurestoexploretheseadvancedfeaturesof
Summary OracleBIPublisher.
Resources
Scenario
PleasedownloadthefolderprovidedwiththisOBE:MyTemplatesandFiles.Youwillusethesefilesin
ViewingScreenshots theexamples.
Clickicontohideallscreenshots YouwillbeusingsomeofthereportsthataresimilartotheonesyoucreatedintheOBE"GettingStartedwith
OracleBusinessIntelligencePublisher".ThesereportsareprovidedtoyouintheMyTemplatesandFiles
folder.
Note:Alternatively,youcanclickanindividualicon ItisrecommendedthatyoushouldhavecompletedtheOBEmentionedabove,installedtherequiredsoftware,
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep. andperformedtheothersetuptaskslistedinthe"Prerequisites"topic.Theassumptionthroughoutthiscourse
isthatyouarefamiliarwiththebasicuserinterfaceandnavigationoftheOracleBIPublisher.
Prerequisites
Tocompletethistutorial,youshould:
MakesureOracleBIEE11gisinstalled
HaveaccesstoorhaveinstalledOracleDatabase11gwithdatabasesampleschema,suchasOE
HaveaccesstotheBISAMPLEschemathatisincludedwiththeSampleApplicationforOracleBusiness
IntelligenceSuiteEnterpriseEditionPlus.TherearethreeoptionsforaccessingtheBISAMPLEschema:
1.Ifyouhavealreadyinstalledversion825orV107oftheSampleApplication,verifythatyouhave
accesstotheBISAMPLEschemaandbeginthetutorial.
2.IfyouareinterestedindownloadingandinstallingthecompleteSampleApplication,youcanaccessit
hereontheOracleTechnicalNetwork(OTN).Pleasenote,however,thatonlytheBISAMPLEschemais
requiredtocompletethistutorial.IfyouwanttoinstallonlytheBISAMPLEschema,proceedtooption3.
3.ClickheretoaccesstheForOBE.7zfile,whichhasthe825versionoftheBISAMPLEschemaand
installationinstructions.SaveForOBE.7z,unzip,andbeginwithREADMEFIRST.txt.
Have"demo"and"BISAMPLE"datasourcesconfigured.Thisiscoveredin"ConfiguringtheDataSources"
intheGettingStartedwithOracleBIPublisherOBE.
CreateaLearnfolderunderMyFoldersifyoudon'thaveone.
CreateaBIPfolderinyourlocaldriveD.Ifthelocaldriveisnameddifferently,thentakecarewhile
creatingtheburstingquery.Thisfolderisusedtodeliverthereporttobursttoafilelocation.
DownloadandunzipthefileMyTemplatesandFolders.zipavailablewiththisOBE.
SoftwareRequirements
Thefollowingisalistofsoftwarerequirements:
OracleBIEE11.1.5orlatermustbeinstalled.
OracleDatabase11.xversionmustbeinstalled.
MicrosoftOffice2003orlatermustbeinstalled.
CreatingaMasterDetailReport(CreatingDetailedSummaryReports)
Inthistopic,youwillseeaOracleBIPublisherreporthavingmasterdetail(parentchild)relationships
betweentwodatasets.Thetopiccoversanexamplethatdemonstratescreatinganewreportwiththereadily
availableDataModel,whichhastwodatasets:CustomersandOrders.Thisdatalink(parentchild
relationship)relatestheresultsofmultiplequeries.Thistopiccoversanexampledemonstratingthe
summarizeddetails.ThistypeofreportiscalledaMasterDetailsreportorSummaryDetailsreport.Youwill
alsouseanexistingboilerplatetemplatethatalreadyincludestherequiredlayoutgridcomponents(for
example,ReportHeader/Footer,Name&Addresssections,Chart&Tablesections).
YouwillcreateanewreportwiththeexistingDataModel,andusetheboilerplatetemplate.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi//bip/advancedbip/advancedbip.htm 1/85
CreatingaMasterDetailReport
ThisexampleusestheDataModelAdvOBEOrderEntry.xdm.Thistopicwillcoverexaminingthedata
setsusedbytheDataModel,theparametersdefined,andthencreatinganewreportwithalayoutthatis
suitableforinteractivity.YouwillcreateaMasterDetailReportsimilartotheoneshownbelow.Thisscreenshot
iseditedtoshowyouaflowingviewoftheentirereport.ThisreportusesaDataModelthatconnects
CustomersandOrdersdata,andlinksthemtogethertogetthedetailedreport.
Inthisexample,youwill:
ExaminetheDataModel(AdvOBEOrderEntry)thatisusedtocreatethereport
CreateaMasterDetailReportbyusingtheDataModelAdvOBEOrderEntry
Usetheboilerplatetemplatetoprovideflexiblelayoutforthereport
1. LogintotheOBIEE(http://<host>:<port>/analytics)
2. ClickNew>>Reportontheglobalheader.
3. TheChooseExistingDataModeldialogboxappears.NavigatetothedirectoryMyFolders\Learn,andselect
AdvOBEOrderEntryDataModel.(ThisDataModelisavailableintheMyTemplatesandFiles
YouwillneedtouploadthisDataModeltotheLearnfolder.)
ClickOpen.
4. ThereporteditorappearswhentheAdvOBEOrderEntryDataModelischosen.Observethatthereportis
displayedasUntitled,becauseyouareyettosavethereport.
a.ClickSave.NavigatetotheLearnfolderandenterAdvancedOBEMasterDetailReportintheNametext
box.CreateaLearnfolderifyoudon'thaveone.
b.ClickSave.Thiswilltakeyoubacktothereporteditor.

5. Inthereporteditorwindow,clickAdvOBEOrderEntryDataModeltoexaminethestructureoftheData
Model,itsdatasets,andparameters.TakeacloserlookateachofthefeaturesoftheDataModeltounderstand
themasterdetailrelationship/structureinthedata.Also,examinetherelationshipbetweentheparametersand
bindingvariablesintheSQLqueriesandthecascadingLOVs.Thisexamplewilldemonstratethesesections.
6. IntheDataModeleditor,theDataModelisdisplayedwiththedefineddatasets,listofvalues,andthe
parameters.Youwilltakeacloserlookateachoftheseinthefollowingsteps.ObservethattheDefaultData
SourcefortheDataModelisdemo.
Note:Ifyourdatasetisnotsetproperly,(inthisexampleitisdemo),youmightgetanerrorwhileviewingthe
report.PleaserefertotheGettingStartedOBEtosetthedemodatasourceforJDBC.Thisisoneofthe
prerequisitesforthisOBE.
7. ClickDataSets>>OrderstoobservethedefinedXMLdataset,itsstructure,andthecontents.Theexample
showsthedatasetasOrders(SQLtype).
Ifyouplaceyourcurseroverthelinkhighlightedinthescreenshotabove,itwilldisplaytheelementlinkorjoin
betweenthetwodatasetsOrdersandCustomers.
8. TheElementbyExpressionfeatureintheDataModelenablesyoutocreatecomplexelementsinthereport.In
thisexample,youcanseethata"CITY,STATE,andZIP"elementiscreatedbycombiningthedataforCity,State,
andZip.Thisfeaturewillgivemoreflexibilitytoyourreport.
a.IntheDataModeleditor,selectthedatasetG_1.
b.SelecttheCITY_STATE_ZIPelementandclicktheActionsmenu.
c.SelectthePropertiesoptiontoopentheExpressionEditordialogbox.BecausethisDataModelisa
predesignedone,youwillexaminethepropertiesforanexisting/availableelement.
Ifyouarecreatinganelementbyexpression,youwillneedtoselectthe"CreateElementbyExpression"option
intheActionsmenuforthedataset.ThiswilltakeyoutotheAddElementEditordialogboxfortheselecteddata
set(inthisexample,G_1)window.
d.Intheelementeditor,examinetherelevantName,DisplayName,andDataType.Observethatthefollowing
Expressionisstated:
CITY_STATE_ZIP=concat(concat(concat(G_1.CITY,','),concat(G_1.STATE_PROVINCE,',
')),G_1.POSTAL_CODE
e.ClickOK.
Similarly,youcanusetheseElementbyExpressionfeaturestocombinevariousotherdatatocreatecomplex
dataitemsinthereport.Youwillseeafewmoreexamplesofthisinthefollowingstepsregardingorderdetails.
9. YoucanusetheDataModeleditortoaggregatedataatthegrouporreportlevel.Checkthepropertiesforthe
elementLine_TOTALintheEditPropertieswindow.
ThisaggregatefunctionisalsousedtocreateCUST_TOTALintheCustomersdataset.Thisisdonebydragging
LINE_TOTALfromtheOrdersdatasettothe"Drophereforaggregatefunction"intheCustomersdataset.
ObservethatthetheitemCUST_TOTALhasSummaryasthefunction.TheExpressionis:LINE_TOTAL=
PRICE*QUANTITY.
HereareafewexamplesthatillustratethepowerandflexibilitythattheDataModeleditorprovides.
10. ClickListofValues.Observetheavailableorderslistandcustomerlist.
11. a.ExaminetheparametersthataredefinedintheDataModel.
b.ClickReturntogetbacktothereporteditor.
12. Inthereporteditor,selectCustomerOrders>boilerplatetemplate.Thiswillopenthelayouteditorwindowwith
theselectedtemplate.
Note:ThistemplateisprovidedtoyouintheMyTemplatesandFilesfolder.Pleaseuploadthistemplateto
yourserveraswell.(Filename:Boilerplates.xdoz)
Touploadtheboilerplatetemplate:
NavigatetoCatalog>SharedFolders>ComponentsandclickUploadundertheMoreoption.
IntheUploadwindow,selecttheBoilerplates.xdoztemplatethatisavailabletoyouintheMyTemplates
andFilesfolder.
ClickUpload.
ObservethattheuploadedtemplateisdisplayedintheSharedFolders/Componentsfolder.
Thistemplateisavailabletoyouinthereporteditorwindow,whenyouhavetochooseordefinealayoutforyour
report.Inthisexample,theboilerplatetemplateisCustomerOrders.
13. Inthelayouteditorwindow,thereportisdisplayedwiththeCustomerOrdersboilerplatetemplate.
SelecttheTitlegrid,andchangethetitleofthereporttoCustomerOrdersSummaryReport.
Note:Highlighttheexistingtextforthetitleinthetemplate,andtypeoverit.Thetitleformatismaintained.

14. ThetemplatehasarepeatingsectionforCustomerName.Thisistodisplayordersformorethanjustoneuser
(i.e.,toallowforAllandtomultiselectfortheCustomerNameparameter).ThelayoutgridforCustomerNameis
includedintherepeatingsectionsothatthereportcandisplaythecustomerordersundereachcustomer's
ClickEdit(thepencilicon)toselecttheelementtogroupbyintherepeatingsection.Inthisexample,itis
CUSTOMER_NAME.
Ifyouexpandtherepeatingsection,youwillseethatitcontainstheelementCUSTOMER_NAME.ClickOKorCancel
toreturntothelayouteditor.
15. Inserttheotherdetailsforthecustomerasshowninthescreenshot.Dragthedataitemsfromthedataset
Customersintheleftsidepaneinthisorder.
STREET_ADDRESS
CITY_STATE_ZIP
COUNTRY_NAME
CUST_EMAIL
ObservethattheAddresssectionhasasimplifiedfieldforCITY,STATE,andZIP.Thiswascreatedbyaddingthe
elementbyexpressionintheDataModelasexplainedpreviously.Recallhowtheelementbyexpressionfor
CITY_STATE_ZIPwascreatedandobservehowitisusefulincreatingareportnow.
16. FortheOrderDetailstable,dragthedataitemsfromDataSourceintheleftsidepaneintheordergivenbelow.
Order_ID
FRMTD_Order_Date
Line_Item_ID
Product_Name
Quantity
UnitPrice
Line_Total
Note:Asexplainedpreviouslyinthe"DataModel"section,thedataLine_Totaliscreatedasanelementby
expression.
Youcanformatthetabledisplaytosuityourrequirements.Inthisexample,observethattheORDER_IDdatais
groupedtotheleftofthecolumn.
Also,observethattheUnit_PricecolumnisdefinedwithCurrencyformat,usingtheColumn>DataFormatting>
Currencyoption.
Youcanuseeitherthecolumnindicatorstoplacethedataproperlyinsidethelayout,oryoucanalsouseTable
Propertiestosetthecolumnwidth.
17. Youcanaddacharttothelayout.ThisexampleusestheCUST_TOTALitem,whichisbasedontheLine_Totals
dataitem.
AddthedataelementCUST_TOTALfromthedatasourcetotheCharttable.
UsetheLineTotalandProduct_Namedatafromthedatasourcetocreatethechart.
18. NamethelayoutOrdersSummary.ClickSave.
19. ClickInteractivePreview>Interactivetopreviewthelayout.
20. ThereportisdisplayedintheInteractiveViewerbrowser.Closethebrowser.
SavethelayoutandclickReturntoreturntothereporteditor.
21. Inthereporteditorview,savethereportandclickViewReport.
Thereportisdisplayedwiththedefinedlayout.Thedataisdisplayedbasedonthecriteriayouselectinthereport
view.InthisexampleAlexanderDheerajischosenforCustomerName,andAllforOrderNumbers.The
screenshotiseditedtodisplaythewideandflowingscreenviewinonego.
Thisconcludesthetopic"CreatingaMasterDetailReport."
CreatingReportswithConsistentLookandFeelUsingSubtemplates
Thistopicwillcovercreatingasubtemplate,uploadingittotheserver,andthenusingittocreateareportwith
consistentlookandfeel.
InthistopicyouwilllearnhowtocreateanRTFsubtemplate,andhowtouseittogeneratereportswitha
commonlookandfeel.Forexample,addacompanylogototheheadersectionofreportsandother
documentsthatyoucreateusingOracleBIPublisher.
CreatinganRTFSubtemplate
Asubtemplateisacapsuleofformattingfunctionalitythatisdefinedonceandusedmultipletimeswithina
singleRTFlayouttemplateoracrossmultipleRTFlayouttemplatefiles.SubtemplatescanbeineitherRTFor
XSLfileformat.ThistopiccoverscreatingasubtemplateintheRTFformat.
Inthisexample,youwillcreateanRTFsubtemplate,uploadittotheOracleBIPublisherserver,andassociate
itwithreports.
1. OpenablankdocumentinMSWord.
2. Type(orcopyandpaste)<?template:Header?>inthebodyofthedocument.
Note:Headeristhenameofthecodesnippet(template)insidethesubtemplatefile.Youcanincludemultiple
templatecodesinthesamesubtemplate.
PressEnter.
3. InserttheOraclelogoO_signature_clr.giflocatedinMyTemplatesandFiles.YoucanuseanyGIF
imagerelevanttoyourcompanyorcompanylogo,too.Remembertocopythe.giffileintothisfolder.
PressEnter.
4. EnterMyEmployeeSalaryReportasthetitleandcenterthetext.Formatthetitleasyoudeemappropriate.
PressEnter.
5. Type(orcopyandpaste)<?endtemplate?>toclosetheHeadertemplateinstructions.
TheRTFfileshouldlooksimilartothis:
6. Savethesubtemplateasheaderfooter.rtfintheLearnfolder.
7. a.Typeorcopyandpaste<?template:Footer?>inthebodyofthedocument.
Note:Footeristhenameofthesubtemplate.Considercopyingandpastingthiscodeintothetemplate.
b.Typeorcopyandpaste****Confidential****andcenterthetext.Formatthefooterasyoudeemappropriate.
c.Insertapagenumberandrightjustifythepagenumber.
d.Typeorcopyandpaste<?endtemplate?>toclosetheFootertemplateinstructions.
TheRTFfileshouldlooksimilartothis:
e.Savethesubtemplateagain.
Next,youwillhavetouploadthesubtemplatetotheBICatalog.
8. a.LogintotheOBIEE(http://<host>:<port>/analytics)
b.ClickNew>SubTemplatefromtheglobalheader.
9.
ClicktheUpload( )icon.
10. a.Selectthesubtemplatefileheaderfooter.rtfthatyoujustcreated.Theexampleshowsthefilebeing
selectedfromthelocalfolder.
b.AcceptthedefaultTemplateType,andselectEnglish(UnitedStates)astheLocale.
c.ClickOK.
11. a.Inthetemplateeditorwindow,clickSave.
b.Navigateto\SharedFolders\SampleLite\PublishedReporting\Reportsandsaveyourfileas
HeaderFooterSubTemplatetotheOracleBIEECatalog.Inthisexample,youaresavingthesubtemplatein
thesamefolderthatwillholdthereportinwhichyouwillcallthesubtemplate.Ifyouaresavingthesubtemplates
inaseparatefolder,thenyoumusthaveaccesspermissionsbetweenthefoldercontainingthereportsandthe
onecontainingthesubtemplates.
c.ClickOK.
12. Next,youwillmodifyanexistingRTFtemplate(themaintemplate)tocallyoursubtemplatefile.
BeginbyopeningtheManagerFinancialsReport.rtffile.ThisfileisavailableintheMyTemplatesand
Filesfolder.ThisfolderismadeavailabletoyoualongwiththeOBE.
13. Thereportwilllooklikethis:
14. a.Youmusthaveatleasttwoentriestocallyoursubtemplate.Theseentriesaretheimportandcallstatements.
JustabovetheRTVcodefield,pressEntertwice.
b.Onthefirstline,typeorcopyandpaste<?import:xdoxsl:///SampleLite/Published
Reporting/Reports/HeaderFooterSubTemplate.xsb?>.
HeaderFooterSubTemplateisthenameofthesubtemplateontheOracleBIPublisherserver.
15. a.Insertablankheader(Insert>Header>Blank).
b.Typeorcopyandpastethefollowingcode:
<?call:Header?>.
16. Scrolldowntothefooterarea.Inthefooterarea,enterthefollowingcode:
<?call:Footer?>.
Closetheheaderandfooter.
17. SavetheRTFfileasMyFinancialsForSubTemplate.rtfinyourLearnfolderonyourharddrive.
18. Next,youwillcreateanewreportthatusesthisRTFtemplate.IntheOBIEEhome,clickNew>Report.
19. SelectSalaryReportDataModelandclickOpen.
20. ClickUploadinthereporteditor.TheUploadTemplateFiledialogboxappears.
21. a.EnterMyMainRTFintheNametextbox.
b.BrowsetolocatethemaintemplatefileMyFinancialsForSubTemplate.rtf.
c.SelectRTFTemplateastheTypeandEnglish(UnitedStates)astheLocale.
d.ClickUpload.
22. Thetemplateappearsinthereporteditor.ClickSave.
23. SavethereportasMyFinancialsSTRptin\SharedFolders\SampleLite\Publisher
Reporting\Reports.
24. ClicktheViewReportbutton.
25. Thereportisdisplayed.Thisscreenshotisalteredtofitthecontentsoftheflowingscreeninonego.
DigitallySigningandSecuringPDFDocuments
Inthistopic,youlearnhowtoaddadigitalsignatureandtopasswordprotectPDFdocuments.
Thefollowingtwotopicsarecovered:
ConfiguringPDFsecurityoptionsforareport
ConfiguringadigitalsignatureandsigningPDFoutputreports
ConfiguringPDFSecurityOptions
PDFsecuritysettingscontrolsecurityoptionsforPDFdocumentsandtheycanbesetattheserverlevelorat
thereportlevel.
ServerlevelPDFsecuritysettingsapplytoallPDFdocumentsthatyougenerateusingOracleBIPublisher.
Inthisexample,youwillsetPDFsecurityoptionsforaspecificreporttobepublished.PDFsecuritysettingsat
thereportlevelareconfigurableintheFormattingtaboftheReportPropertiesdialogbox.
1. LogintotheOracleBIEE.
2. Selectthereportthatyoucreatedintheprevioustopic"CreatingaMasterDetailReport."Navigatethrough
Catalog>>MyFolders>>Learn>>AdvOBEMasterDetailReport.
ClickEdit.
3. Theselectedreportisdisplayedinthereporteditor.Inthisexample,thereportisAdvOBEMasterDetail
Report.ClickthePropertiesbutton.
4. SelecttheFormattingtabinthePropertieswindow.ExaminetheservervaluesettingsforPDFOutput.
ObservethatthevaluesforPDFsecurityarenull.Atruntime,theydefaulttotheservervaluesettings.
ClickOKorCanceltogetbacktothereporteditorwindow.
5.
ClicktheViewReportlink .
ViewthereportinPDFformatbychoosingthePDFviewasshowninthescreenshot.
6. ClickEditReporttoreturntothereporteditorpage.
7. ClickthePropertiesbutton.
8. IntheReportPropertieswindow,clicktheFormattingtabtomodifythefollowingPDFoutputsettings:
a.SetthefollowingpropertiestoTrue.
EnablePDFSecurity
Disabledocumentmodification
Disableprinting
b.SetapasswordforopeningandmodifyingPDFoutput.
c.ClickOKandclickSave tosavethemodificationstothereportproperties.
9. ClicktheViewReportbuttoninthereporteditorwindow.
Thistime,AdobeAcrobatpromptsyouforapasswordbeforeopeningthePDFdocument.Providethe
passwordthatyousetinthepreviousstep.
10 ExaminethePDFdocumentpermissions.Youcanobservethesecuritysettingsforthedocumentbyselecting
. SecuritySettingstotheleftofthedocument.VerifythattheymatchthePDFsecuritysettingsthatyouselectedin
theprevioussteps.
ConfiguringaDigitalSignatureandSigningPDFOutput
Prerequisite
Beforecompletingthispart,youmustcopythedigitalIDfileJohnSmith.pfx(includedwiththesetupfiles
providedforthisOBEinMyTemplatesandFiles)toafolderofyourchoiceinthefilesystemontheserver.
OracleBIPublisherservermusthaveaccesstothelocationtowhichyoucopythisfile.Inthisexample,thefile
isavailableatMyTemplatesandFilesontheDdrive.
Introduction
OracleBIPublishersupportsdigitalsignaturesonOracleBIPublisherreportsdeliveredinPDFformat.Oracle
BIPublishercanaccessyourdigitalIDfilefromacentral,securelocationand,atruntime,signthePDFoutput
withthedigitalID.
BeforeyoucanimplementdigitalsignatureswithOracleBIPublisherreports,youneedadigitalIDobtained
fromapubliccertificateauthorityorfromaprivate/internalcertificateauthority.YoumustcopythedigitalIDfile
toasecurelocationofthefilesystemontheserverthatisaccessiblebytheOracleBIPublisherserver.
Inthisexample,youwilllearnhowtoconfigureOracleBIPublisherservertouseadigitalIDfile,andhowto
attachthedigitalsignaturetoaPDFoutputwhenyouscheduleareport.
RegisteringtheDigitalIDintheOracleBIPublisherAdministrationPage
1. OntheAdministrationpage,underSecurityCenter,clickDigitalSignature.
2. a.EnterthepathtothedigitalIDfileintheDigitalIDFiletextfield.Inthisexample,itisshownas/My
TemplatesandFiles/JohnSmith.pfx.
b.EnteroracleinthePasswordfield.
3. a.EnabletherolesthatwillhavetheauthoritytosigndocumentswiththisdigitalID.Usetheshuttle
buttonstomoveAvailableRolestotheAllowedRoleslist.
b.ClickApply.
4. Theconfirmationmessageisdisplayed.
EnablingDigitalSignatureforaReportinReportProperties
AfteryouregisteradigitalIDfile,youcanuseittosignPDFoutputdocumentsgeneratedatruntimewhenyou
schedulereports.Thedigitalsignatureverifiesthesigner'sidentityandensuresthatthedocumenthasnot
beenalteredafteritwassigned.
YouusetheFormattingtabintheReportPropertiesdialogboxtoenabledigitalsignaturesforreportsandto
specifythepositiontoplacethedigitalsignatureonthecompletedPDFdocument.Alllayoutsassignedtothe
samereportsharethedigitalsignatureproperties.ThisexampleusesanRTFtemplate.
1 IntheCatalog,navigatetothereportMyFolders/Learn/AdvOBEMasterDetailReport.Click
. Edittoopenthereportforediting.
2 ClickPropertiesandthenclicktheFormattingtab.ScrolltothePDFDigitalSignaturegroupofproperties.
. Observethatthereisnovaluesetforthedigitalsignaturelocation.
3 a.SettheEnableDigitalSignaturevaluetoTrue.
.
b.Fromthe"Signaturefieldlocation"dropdownmenu,selectTopLeft.
c.ClickOK.
4 Ontheglobalheader,clickNew>>ReportJob.
.
5 a.SelecttheeditedreportintheLearnfolderforscheduling.
.
b.IntheOutputtab,selecttheLayoutasRTF,andtheOutputformatasPDF.InthisexampletheRTFlayout
nameisOrderSummary.
c.SchedulethereportbyselectingtheFrequencyasOnceandtheRunNowoption.
d.Submitthejob.Provideaname.Inthisexample,thenameofthejobisDigitalSign.Youwillgeta
confirmationmessageafterthesuccessfulsubmissionofthejob.
6 IntheCatalog,navigatetoMyFolders>Learn,selectAdvOBEMasterDetailReport.Expandthe
. Moremenu,andselectHistory.
ThiswillopentheReportJobHistorywindowwiththesubmittedjobname,DigitalSign.Clickthereportjob
DigitalSign.
7 TheReportJobDetailswindowisdisplayed.ClickOutput1undertheOutputandDeliverysection.Recallthat
. theoutputformatyouhavechosenwhileschedulingthisreportisPDF.
8 ThescheduledreportinthePDFformatisdisplayedwiththenewlyapplieddigitalsignatureJohnSmith.
.
Thisconcludesthetopicondigitallysigningareport.
Bursting
Burstingistheprocessofsplittingdataintoblocks,generatingdocumentsforeachblock,anddeliveringthe
documentstooneormoredestinations.
Asingleburstingdefinitionprovidestheinstructionsforsplittingthereportdata,generatingthedocument,and
deliveringtheoutputtoitsspecifieddestinations.
Inthistopic,youwilllearnhowtouseschedulerdiagnosticstocheckconnections,edittheDataModelfor
burstingareporttoafilelocation,andviewtheJobHistoryforthescheduledreport.
ReviewingtheSchedulerConfiguration:
Inthissubtopic,youwilluseOracleBIPublisher'sAdministrationpagetoreviewtheschedulerconfiguration.
1 a.LogintoOracleBIPublisherandgototheAdministrationpage.
.
b.OntheAdministrationpage,intheSystemMaintenancesection,clickSchedulerConfigurationto
examinethedatabaseconnection.
2 a.TheSchedulerConfigurationpageappears.ExaminetheDatabaseConnectionarea.Itshouldshowthe
. JNDIconnectionbydefault.
b.ClickTestConnection.Aconfirmationmessageappearsifthedatabaseconnectionissuccessfully
established.
3 ClicktheSchedulerDiagnosticstab.Reviewtheresults.TheResultareamustshowpassedasindicated
. inthefollowingscreenshot.
SchedulingaReporttoBursttoaFileLocation:
Inthissubtopic,youwilledittheexistingDataModel,associateittotheSalaryreportintheavailable
database,andthenschedulethisreporttobursttoafilelocationonyourlocalharddrive,ortheDdriveas
demonstratedintheexamplebelow.
Prerequisite:
YouwillneedtocreateafolderunderyourlocaldrivenamedBIP.Thisisthefoldertowhichthereportswill
burstwhenyouschedulethereporttoburst.
1. a.FromtheCatalogpage,navigatetoMyFoldersandselectNew>Folder.
b.EnterMyBurstingModelasthefoldernameandclickCreate.
2. a.Selectthisnewfolder.IntheTaskspane,clickUpload.
b.IntheUploaddialogbox,clickBrowse.
3. NavigatetoMyTemplatesandFilesandopenSalaryReportBurstingDataModel.xdmz.Thisisa
prebuiltDataModel.ClickOpen.
TheMyTemplatesandFilesfolderismadeavailabletoyouwhenyoustartworkingontheOBE.Thisisa
prerequisite.
4. a.ClickUpload.
b.TheDataModelappearsinyournewfolder.
c.ClickEdittoedittheDataModel.
5. a.TheDataModelEditorisopened.Observethat"demo"isselectedastheDefaultDataSourcefortheData
Model.Thisispartofthedatasourceconfiguration.
b.ClicktheBurstingnodeintheDataModelpane.ThiswillopentheBurstingpane.
c.Clicktheaddicon intheBurstingpane.TheBurstingpaneexpandsandprovidesanadditionaldefinition
area.
d.EnterthefollowinginformationintheBurstingpanes:
6. a.IntheSQLQuerypanebelowtheQueryBuilderbutton,copyandpastethiscode:
select
d.department_nameKEY,
'SimpleRTF'TEMPLATE,
'RTF'TEMPLATE_FORMAT,
'enUS'LOCALE,
'PDF'OUTPUT_FORMAT,
'FILE'DEL_CHANNEL,
'D:\BIP'PARAMETER1,
d.department_name||'.pdf'PARAMETER2
from
departmentsd
b.Youroutputwillbedeliveredtothefolderspecifiedintheburstingmodel.Inthisexample,itisBIP.Noticethat
thecodeincludesthenameofthetemplate(SimpleRTF).TheDataModelshouldlooklikethis:
Hereisabriefdescriptionoftheburstingdefinitionusedintheexample:
BurstingdefinitionisacomponentoftheDataModel.AfteryouhavedefinedthedatasetsfortheDataModel,you
cansetuponeormoreburstingdefinitions.Whenyousetupaburstingdefinition,youdefinethefollowing:
TheSplitByelement:Itisanelementfromthedatathatwillgovernhowthedataissplit.Forexample,tosplit
abatchofdepartmentsbyeachinvoice,youmayuseanelementcalleddepartment_name.Thedatasetmust
besortedorgroupedbythiselement.
TheDeliverByelement:Itistheelementfromthedatathatwillgovernhowformattinganddeliveryoptions
areapplied.Inthisexample,itislikelythateachdepartmentwillhavedeliverycriteriadeterminedby
customer,thereforetheDeliverByelementmayalsobedepartment_name.
TheDeliveryQueryisaSQLquerythatyoudefineforOracleBIPublishertoconstructthedeliveryXMLdata
file.Thequerymustreturntheformattinganddeliverydetails.Itwillalsodefinethepathtowhichthedatawill
bedelivered.InthisexampleitisD:\BIP.
c.ClickSave tosavetheDataModel.
7. ClickNew>Reportontheglobalheader.
8. SelectSalaryReportBurstingDataModelfromyournewfolderandclickOpen.
9. Thereporteditorwindowisopened.ClickUpload.
10. a.IntheUploadTemplateFiledialogbox,enterSimpleRTF.
b.ClickBrowse.NavigatetotheMyTemplatesandFilesfolder,selectSimpleRTF.rtf,andclickOpen
c.SelectRTFTemplateastheTypeandEnglish(UnitedStates)astheLocale.Thedialogboxshouldlooklike
this:
d.ClickUpload.
11. a.ClickSaveandnamethereport"SalaryReportforBursting"intheMyBurstingModelfolderunder
MyFolders.
b.Thesavedreportwiththenameappearsinthereporteditorwindow.
12. a.ClickthePropertiesbutton.TheReportPropertiesdialogboxappears.
b.IntheGeneraltabintheAdvancedarea,selecttheEnableBurstingcheckboxandensurethatBursting1
selectedfromthedropdownlist.
c.ClickOK.
d.ClickSave inthereportheader.
13. ClickNew>ReportJobtoschedulethisreportwithburstingastheoutputoption.
14. OntheGeneraltab,navigatetotheMyBurstingModelfolderandselectSalaryReportforBursting.
15. OntheOutputtab,selecttheUseBurstingDefinitiontoDetermineOutput&DeliveryDestinationcheckbox
toenablebursting.Observethattheotheroptionsforoutputwillbehiddenwhenthischeckboxisselected.
16. OntheScheduletab,selectFrequencytoreportasOnceandtheRunNowoption.
17. IftheNotificationtabisdisabledinyourinstance,youdon'thavetodefineanythinghere.
Note:Youwillbeabletousethisoptiononlyifadeliverychannelissetupinyourenvironment.Withoutamail
serversetup,thisoptionwillbedisabled.Inthisexample,itisshownasuser@localhost.com.Youcanenterthe
emailaddressconfiguredtoyourmailserver.
18. a.ClickSubmit.
b.NametheschedulingjobasBursting2FileintheSubmitJobdialogbox,andthenclickSubmit.
19. a.FromtheCatalog,selecttheSalaryReportforBurstingreport.ClicktheJobHistorylink.
TheReportJobHistoryfortherecentschedulejobBursting2Fileislistedassuccessful.
b.Observethatyourjobhascompletedsuccessfully.YoucanclickReportJobtoviewthedetails.
ExpandtheBursting2FilenodeintheOutputNamecolumn.Itwillshowallthedocumentoutputsandrelated
informationlikewheretheyaredelivered,splitbyfield,andsoon.
20. NavigatetotheBIPfolderandreviewthecontentsdisplayingtheburstreportsatthespecifiedlocation.Inthis
example,itistheBIPfolderthatyouhavecreatedaspartoftheprerequisite.
Thestepsabovedemonstratedtheschedulingofareporttobursttoafilelocation.
TranslatingReports
OracleBIPublishersupportstwotypesoftranslations.Theyare:
Catalogtranslations:Thisenablesyoutoextractthetranslatablestringsfromallobjectscontainedina
selectedCatalogfolder
intoaseparatefilethisfilecanthenbetranslatedanduploadedbacktoOracleBIPublisherandassigned
theappropriatelanguagecode.
Templatetranslations:Therearetwomethodsfortemplatetranslations.
(1)Alocalizedtemplateaseparatetemplatefile(RTF,PDF,XPT,EXCEL,andsoon)inthedesired
language
(2)AnXLIFFfileafileinXMLformatthatincludesthetranslationsinthetargetlanguageofallthetext
stringsincludedinthe"Base"template
TranslatingreportsbyusinganXLIFFfileenablesyoutoextractthetranslatablestringsfromasingleRTF
basedtemplate(includingsubtemplatesandstyletemplates)orasingleOracleBIPublisherlayout
template(.xptfile).Usethisoptionwhenyouneedonlythefinalreportdocumentstranslated.For
example,youneedtogeneratetranslatedinvoicestosendtoGermanandJapanesecustomers.When
youextractthetranslatablestringsforacatalogortemplatetranslation,BIPublishercreatesanXLIFFfile
thatcontainsthestrings.Thistopiccoversexaminingtheoptionsfortranslatingthereports,andcreating
translationfilesbyusingOracleBIPublisherEnterprise.
TranslatingbyUsingaLocalizedTemplate
Whileworkingonthistopic,theassumptionisthatyoualreadyhaveanRTFfilethatistranslatedintoFrench.
Thistemplate"BalanceLetterFrench.rtf."isprovidedwiththeOBEasanattachment.Youwillusethe
BalanceLetter.rtftemplatewhileworkingonthisexample.Theexamplebeginswithexaminingthe
reportinthedefaultEnglishtemplate(BalanceLetter.rtf).ThenyouaregoingtoaddaFrench(localized)
versionoftheRTFtemplatetothisreporttoviewthereportinFrench.
1. LogintoOracleBIEE.(URL:http://localhost:7002/analytics.Thehostcouldbedifferentforyourinstance
pleasecheckandmakesureyouareloggingintotheOracleBIEE).Useyourcredentialstologin.
2. NavigatetotheBalanceLetterlocatedin\SharedFolders\SampleLite\Published
Reporting\Reports.ClickOpen.
3. ObservethatthereportisusingthedefaultEnglishRTFtemplate.AssumethatyouhaveaFrenchcustomerto
whomyouneedtosendthereportinFrenchonly.Forthis,youneedtouploadaFrenchRTFtemplate,which
canbeappliedonthesamereport.
4. NavigatetoMyTemplatesandFilesandopenBalanceLetterFrench.rtf.ClickOK.
ExaminetheRTFfile.Youwouldneedtobuildthistranslationfileyourselforsendittoathirdpartyvendorfor
translation.
5. GetbacktotheCatalogwindow.NavigatetotheBalanceLetterlocatedin\SharedFolders\Sample
Lite\PublishedReporting\Reports.ClickEdit.
6. Thereporteditorappears.ClickthePropertieslinkforRTFTemplate(thebasicBalanceLetter).
7. Thetemplatemanagerwindowopens.IntheTemplatestable,clicktheUploadicon.
8. TheUploadTemplateFiledialogboxappears.
Browsetolocatethelocalizedtranslationfile.NavigatetoMyTemplatesandFilesandselectBalance
LetterFrench.rtf,andclickOpen.
9. AfterselectingtheRTFfile,select"rtf"astheTemplateTypeandthenselectFrench(France)astheLocale.
ClickOK.
10. ThelocalizedtemplateappearsintheTemplatestable.
YoucankeeptheDefaulttemplatesettoEnglish.YoujustneedtochangetheLocaletoFrenchintheuser
preferencesofthereport.OracleBIPublisherautomaticallyselectstheappropriatetemplatebasedonthe
user'slocale.Ifonedoesn'texist,thenitusesthedefault(inthiscase,English)template.
ClickSaveandthenclickReturn.
11. OntheOracleBIEEhomepage,clickMyAccount.TheMyAccountdialogboxappears.
12. ClicktheBIPublisherPreferencestabandchangeReportLocaletofranaisFrance.
ClickOKandlogout.
13. LogbackintotheOracleBIEE.(URL:http://localhost:7002/analytics)
OntheCatalogpage,navigatetothepreviouslyeditedBalanceLetterandclickOpentorunthereport.
14. Thereportappearsinyourbrowserwindow.ObservethatthelettercontentistranslatedintoFrench.Close
thebrowserwindow.
15. OntheOracleBIEEhomepage,changeyourBIPublisherPreferencesbacktoEnglish.
ClickMyAccountandselecttheBIPublisherPreferencestab.ChangetheLocalebacktoEnglishUnited
StatesfromfranaisFrance.
ClickOK.
16. Whenyourunthereportagain,itwilldefaulttotheEnglishversion.
Thisconcludestheexampleoftranslatingthereportwithalocalizedtemplate.
TranslatingReportsbyUsinganXLIFFFile
ThisexampleshowshowtouseanXLIFF(.xlf)filefortranslation.Inthisexample,youwilluseanXLIFFfile
thatcanbeusedtotranslatetheBalanceLetter.rtfbasetemplatefilefromEnglishtoGermanatrun
time.ThisfileislocatedintheMyTemplatesandFilesfolder.
XLIFFistheXMLLocalizationInterchangeFileFormat.Itisthestandardformatusedbylocalizationproviders.
Whenyouextractthetranslatablestringsforacatalogortemplatetranslation,OracleBIPublishercreatesan
XLIFFfilethatcontainsthestrings.Youcantranslatethesestringsorsendthefiletoalocalizationprovider.
YouthenuploadthetranslatedXLIFFfilebacktothecatalogortheindividuallayoutandassignitthe
appropriatelocale.
1. LogintoOracleBIEE.
NavigatetotheBalanceLetterlocatedin\SharedFolders\SampleLite\Published
Reporting\Reports.ClickOpen.
2. Thereportisdisplayed.SelectthedefaultRTFtemplate.
ThetemplateeditorwindowdisplaystheTranslationstable.IntheTranslationstable,clickUpload.
3.
4. TheUploadTemplateFiledialogboxappears.Browsetolocatethetranslationfile.NavigatetoMy
TemplatesandFiles,andopenTranslationGerman.xlf.
SelectGerman(Germany)astheLocale.
ClickOK.
5. ThetranslationfileappearsintheTranslationstable.
6. ClickSaveandthenclickReturn.
7. a.OntheOracleBIEEhomepage,clickMyAccount.TheMyAccountdialogboxisdisplayed.
b.ClicktheBIPublisherPreferencestabandchangeReportLocaletoDeutschDeutschland.
c.ClickOK.
8. FromtheCatalogpage,navigatetoyourBalanceLetterandclickOpentorunthereport.
9. Thereportappearsinyourbrowserwindow.ObservethatthecontentistranslatedintoGerman.
10. NavigatetoMyAccount.
ChangetheBIPublisherReportLocalebacktoEnglishUnitedStates.
ClickOK.
11. VerifyonceagainthatyourdefaultlanguageisEnglishbyrunningtheBalanceLetterreportagain.
ThisconcludestheexampleoftranslatingareportwithanXLIFFtemplate.
CreatingaDataModelwithMultipleDataSets
OracleBIPublisherenablesyoutocreateareportfrommultipledatasources.Thisfeatureisveryuseful
becauseyoucanpullthedataintoasinglereportbasedonmultipledatasources.Thistopicwilldemonstrate
howtocreateaDataModelwiththreetofourdatasets,andusethemalltocreateameaningfulreport.
IntheDataModeleditor,youcombinedatafrommultipledatasetsfromdifferentdatasources,suchasSQL,
Excelfiles,Webservices,HTTPfeeds,andotherapplicationsintoasingleXMLdatastructure.Datasetscan
eitherbeunrelated,orarelationshipcanbeestablishedbetweenthemusingadatalink.Inthisexample,the
DataModeliscreatedwithfourdatasets,inwhichthreeareSQLdatasets,andoneisanXLSfile.
CreatingaDataModelwithMultipleDataSets
1. LogintotheOracleBIEE.
Note:TheassumptionisthatyouhaveinstalledtheBISAMPLEschemafromSampleSalesasmentionedin
the"Prerequisites"section.MakesureBISAMPLEissetasaDataSourceintheOracleBIPublisher
AdministrationPage.
2. Ontheglobalheader,clickNew,andthenclickDataModel.
3. TheDataModelEditorisdisplayedwiththeComponentspaneontheleftandWorkpaneontheright.
SelectingacomponentintheleftpanewilllaunchtheappropriatefieldsforthecomponentintheWorkarea.
Bydefault,whenyouopenadatamodelintheeditingmode,itdisplaysthepropertiesforthedatamodel.Set
thepropertiesforthisnewlycreateddatamodelnow.
4. Setthepropertiesasgivenbelow:
Description:MultipleDataSets
DefaultDataSource:SelecttheBISAMPLEdatasourcefromthelist.
XMLOutputOptions:TheseoptionsdefinecharacteristicsoftheXMLdatastructure.Selectthe"Include
ParameterTags"optionwhenyouwanttousetheparametervalueinthereport.
XMLTagDisplay:UpperCase
5.
ClickSave inthedatamodeleditor.TheSaveAsdialogboxisdisplayed.
IntheSaveAsdialogbox,navigatetotheLearnfolderunderMyFoldersandsaveitwiththename
MultipleFoundationData.
Now,adddatasetstothisdatamodel.
6. IntheComponentspaneofthedatamodeleditor,clickDataSets.
a.ClickNewDataSet.
b.Selectthedatasettypefromthelisttolaunchtheappropriatedialogbox.Inthisexample,selectSQL
Query.
TheCreateDataSetSQLdialogboxappears.
7. a.EnterthenameforthisdatasetasQ1BIServer.
b.SelectandchangetheDataSourcefromthelistofvaluestoOracleBIEE.
c.ClicktheQueryBuilderbutton.TheQueryBuilderwindowisdisplayed.TheQueryBuilderhastwopanes.
TheyaretheObjectSelectionpaneandtheDesignandOutputpane.
TheObjectSelectionpanecontainsalistofobjectsfromwhichyoucanbuildqueries.
Onlyobjectsinthecurrentdataaredisplayed.ObservethatthisexampledisplaysSampleSalesLiteobjects.
YouwillneedtoselecttheappropriateobjectsfromtheObjectSelectionpaneintheleftsideoftheQuery
Builder.
8. a.SelectthefollowingobjectsfromSampleSalesLite.TheselectedobjectsappearintheDesignandOutput
pane.
Offices
Orders
BaseFacts
b.SelectthefollowingdataitemsinthedisplayedobjectsundertheModeltab.
FromtheOfficesobject,selectthecolumnsOffice,Department,Organization,andCompany.
FromtheOrdersobject,selectthecolumnsOrderNumberandOrderStatus.
FromtheBaseFactsobject,selectthecolumnsRevenue,BilledQuantity,TargetRevenue,andTarget
Quantity.
c.ClicktheSavebuttonintheQueryBuilder.Thiswillbringyoubacktothedataseteditor.Observethatthe
dataselectionislistedasSQLQuery.
d.ClickOK.Thiswillsavethedataset.ThedatadiagramisdisplayedforthenewlycreateddatasetQ1BI
ServerasG_1.
9. a.ClickNewDataSettocreateanotherdataset.
b.Selectthedatasettypefromthelisttolaunchtheappropriatedialogbox.Inthisexample,selectSQL
Query.TheCreateDataSetSQLdialogboxappears.
c.EnteranameforthisdatasetasQ2TransDB.ObservethattheDataSourceforthisdatasetwillremain
settothedefault,BISAMPLE.
d.ClicktheQueryBuilderbutton.TheQueryBuilderwindowisdisplayed.Observethatthedisplayeddata
tablesbelongtoBISAMPLEdata.
10 a.SelectthefollowingtablesfromtheBISAMPLEdatatogetthemtotheDesignandOutputpane.
.
SAMP_PRODUCTS_D
SAMP_REVENUE_F
SAMP_OFFICES_D
b.Youcancreaterelationshipsbetweentheseobjectsbycreatingajoin.Ajoinidentifiesarelationship
betweentwoormoretables.Inthisexample,youwillcreatejoinsbetweentheabovethreeobjects.You
createajoinbyselectingtheJoincolumnadjacenttothecolumnnamefortheselectedobject.TheJoin
columnappearstotherightofthedatatype.Createthejoinsbyselectingthefollowingcolumns:
SAMPL_PRODUCTS_D.PROD_KEY=SAMP_REVENUE_F.PROD_KEY
SAMP_REVENUE_F.OFFICE_KEY=SAMP_OFFICES_D.OFFICE_KEY
c.Selectthefollowingcolumnsinthesejoinedobjects.
FromtheSAMP_PRODUCTS_Dobject,selectPROD_DSC,TYPE,LOB,andBRAND.
FromtheSAMP_REVENUE_Fobject,selectORDER_NUMBER,REVENUE,UNITS,DISCNT_RATE,
ORDER_STATUS,andCURRENCY.
FromtheSAMP_OFFICES_Dobject,selectCOMPANY,ORGANIZATION,DEPARTMENT,and
OFFICE_DISC.
d.ClicktheSavebutton.Thiswillbringyoubacktothedataseteditor.Observethattheselectedobjects
appearinthequery.
e.ClickOK.Thiswillsavethedataset.ThedatadiagramisdisplayedforthenewlycreateddatasetQ2
TransDBasG_2.
11 a.ClickNewDataSettocreateanotherdataset.
.
b.SelectSQLQuery.TheCreateDataSetSQLdialogboxappears.
c.EnterthenameforthisdatasetasQ3ActualSales.
d.ThedatasourceforthisdatasetisthesameastheQ2thedefaultdatasourceBISAMPLE.
12 a.EntertheSQLqueryexactlyasgivenbelow:
.
select"SAMP_REVENUE_F"."OFFICE_KEY"as"OFFICE_KEY",
"SAMP_REVENUE_F"."PROD_KEY"as"PROD_KEY",
"SAMP_REVENUE_F"."BILL_MTH_KEY"as"BILL_MTH_KEY",
"SAMP_REVENUE_F"."BILL_QTR_KEY"as"BILL_QTR_KEY",
"SAMP_REVENUE_F"."CURRENCY"as"CURRENCY",
sum("SAMP_REVENUE_F"."REVENUE")as"REVENUE",
sum("SAMP_REVENUE_F"."UNITS")as"UNITS",
"SAMP_PRODUCTS_D"."PROD_DSC"as"PROD_DSC",
"SAMP_OFFICES_D"."OFFICE_DSC"as"OFFICE_DSC"
from"BISAMPLE"."SAMP_OFFICES_D""SAMP_OFFICES_D",
"BISAMPLE"."SAMP_PRODUCTS_D""SAMP_PRODUCTS_D",
"BISAMPLE"."SAMP_REVENUE_F""SAMP_REVENUE_F"
where"SAMP_PRODUCTS_D"."PROD_KEY"="SAMP_REVENUE_F"."PROD_KEY"
and"SAMP_OFFICES_D"."OFFICE_KEY"="SAMP_REVENUE_F"."OFFICE_KEY"
groupby"SAMP_REVENUE_F"."OFFICE_KEY","SAMP_REVENUE_F"."PROD_KEY",
"SAMP_REVENUE_F"."BILL_MTH_KEY","SAMP_REVENUE_F"."BILL_QTR_KEY",
"SAMP_REVENUE_F"."CURRENCY","SAMP_PRODUCTS_D"."PROD_DSC",
"SAMP_OFFICES_D"."OFFICE_DSC"
b.ClickOK.ThequeryisprocessedandadatadiagramisdisplayedforthisdatasetasG_3.

13 a.ClickNewDataSettocreateadatasetfromthelocalMicrosoftExcelfile.
.
b.Selectthedatasettypefromthelisttolaunchtheappropriatedialog.InthisexampleselectMicrosoft
EXCELFile.TheCreateDataSetExceldialogboxappears.
14 a.EnteranameforthisdatasetasQ4TargetSales.
.
b.YouwillhavetoselecttheDataSourcewheretheExcelfileresides.Inthisexample,thedataresidesina
localMSExcelfile.
15 a.YouwillhavetoselecttheoptionLocaltoenabletheUploadbutton.
.
ClicktheUploadicon .
b.BrowsethefileSAMP_TARGETS_BIPDEMO.xls,andthenclickUpload.ThisfileisavailabletoyouintheMy
TemplatesandFilesfolder.
16 IftheExcelfilecontainsmultiplesheetsortables,youwillhavetoselecttheappropriateSheetNameor
. TableNameforthisdataset.Inthisexample,theExcelfilehasmultiplesheets,andtheappropriatesheet
namechosenisMNTH_TARGET_SALES.
17 ClickOK.ThisdatasetisalsoaddedinthePropertiespane.
.
Savethedatamodel.
18 Linkthedatasetstodefineamasterdetail(orparentchild)relationshipbetweentwodatasets.Definingan
. elementlevellinkenablesyoutoestablishthebindingbetweentheelementsofthemasteranddetaildata
sets.Youwillneedtodefinetheindividualdatalinksnow.
a.Selectthedatatobelinked,andthenclicktheExpandicon( )intheelementactionmenu.Inthis
example,itisOFFICEfromthedatasetG_1.
b.SelecttheCreateLinkaction.
19 a.TheCreateLinkwindowisdisplayedwiththeavailabledataforlinking.
.
Forthisexample,selectOFFICE_DSCfromthedatasetG_2.
b.ClickOK.
20 AlinkbetweenOFFICEandOFFICE_DSCforthetwodatasetsG_1andG_2iscreated.
.
21 Similarly,youcancreatelinksforotherdatasetstosuityourrequirements.
.
ThisexamplehasthefollowingelementlevellinksbetweenthedatasetsG_3andG_4.
G3.Office_Key=G4.Office_key_1
G3.Prod_key=G4.Prod_key_1
G3.Bill_MTH_Key=G4.Bill_MTH_Key_1
22 Savethedatamodel.
.
23 NowyouarereadytoruntheXMLoutputforthisdatamodel.ClicktheXMLiconintheglobalheader.
.

24 Choosetheappropriatenumberofrowsforthedisplay.Inthisexample,itis"five."
.
ClickRun.
25 YoucanseethegeneratedXMLoutput.
.
Thisconcludestheexampleoncreatingmultipledatasets.
Summary
Inthistutorial,youhavelearnedhowto:
CreateaMasterDetailReport
Usesubtemplates
ConfigureadvancedsecurityoptionssuchasPDFsecurityanddigitalsignaturesforreports
Scheduleandburstareporttoafilelocation
Translatereports
Createadatamodelwithmultipledatasets
Resources
OraclebyExampleBusinessIntelligenceEnterpriseEdition
OracleLearningLibraryHome
Credits
LeadCurriculumDeveloper:SindhuRao
OtherContributors:KasturiShekhar,NikolasPsomas,PradeepSharma
Copyright2011,Oracleand/oritsaffiliates.Allrightsreserved

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