TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36
6.5 Creating a RTF Template for building Pivot Table 38
6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
 9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

 4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
 8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108
12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31
6.4 Creating a RTF Template for building Charts 33
6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
 9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

 4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54
8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

 11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

 9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT
FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

 7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101
11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

 9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
 7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70

9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109

TABLE OF CONTENTS

1. INTRODUCTION 6

2. INSTALLATION OF ORACLE BI PUBLISHER 6

3. GETTING STARTED 7

3.1. Logging In to Oracle BI Publisher 7

3.2. Creating new Folder 8

3.3. JDBC Connectivity 9

4. CREATION OF SIMPLE ORACLE BI REPORTS IN VARIOUS OUTPUT

FORMATS 11

4.1. Viewing the Report in XML format 11

4.1.1 Creating new Report 11
4.1.2 Creating new Data Model 11

4.2. Viewing the Report in Different formats 13

4.2.1 Creating Default Template 13
4.2.2 Viewing the output in Default Template 14

4.3 Creation of RTF Template 15

4.3.1 Uploading the RTF Template 24
4.3.2 Viewing the output in HTML format 25

5 CREATION OF REPORT USING E-TEXT TEMPLATE 25

5.1 Creating a e-text Template 25

5.2 Uploading the eText Template 27

5.3 Viewing the Output 27

6 CREATING REPORT LAYOUTS USING BI PUBLISHER DESKTOP 28

6.1 Creating a new Report 28

6.2 Creating Query using Query Builder 28

6.3 Creating a RTF Template using Table 29

6.3.1 Publishing the template for a BI Publisher Report 31

6.4 Creating a RTF Template for building Charts 33

6.4.1 Publishing multiple templates for a BI Publisher Report 33
6.4.2 Alternative method to upload a template 36

6.5 Creating a RTF Template for building Pivot Table 38

6.5.1 Publishing multiple templates for a BI Publisher Report 38

7. CREATION OF REPORT USING DRILLDOWN 41

7.1 Creation of Summary Report 41

7.1.1 Defining Data Model 41
7.1.2 Creating and Uploading RTF Template 42

7.2 Creation of Detail Report 45

7.2.1 Defining Data Model 46
7.2.2 Defining Parameter 47
7.2.3 Creation of RTF Template 48
7.2.4 Publishing the template for a BI Publisher Report 50

7.3 Drilldown from Summary to Detail report 53

7.3.1 Inserting Hyperlink 53
7.3.2 Defining Parameter in RTF template 54

8. CREATING REPORTS WITH GROUP BY FUNCTION 56

8.1 Creating a new Report 56

8.1.1 Creating a new Data Model 57
8.1.2 Creating Query using Query Builder57
8.1.3 Creating Report Layout using BI Publisher Desktop in MS Word 60

8.2 Creating a new Report with Grand Total 66

8.2.1 Creating a Layout 66
8.2.2 Creating a RTF Template 67
8.2.3 Uploading the RTF Template 68
8.2.4 Viewing the Output 68

9 CREATION OF REPORTS WITH PARAMETERS 70

9.1 Creating a new Report with Default Parameter 70
9.1.1 Creating a new Parameter 70
9.1.2 Viewing the Output 73

9.2 Creating a new Report with Parameter type-Text 73

9.2.1 Creating a new Parameter 73
9.2.2 Viewing the Output 76

9.3 Creating a new Report with Parameter type-Date 76

9.3.1 Creating a new Parameter 76
9.3.2 Viewing the Output 79

9.4 Creating a new Report with Hidden Parameter 80

9.4.1 Creating a new Parameter 80
9.4.2 Viewing the Output 82

9.5 Creating a new Report with Parameter type-Menu & LOV 82

9.5.1 Creating a new LOV 82
9.5.2 Creating a new Parameter 85
9.5.3 Viewing the Output 88

10 SCHEDULING BI PUBLISHER REPORTS 90

10.1 Configuring the BI Publisher Scheduler 90

10.2 Scheduling a Report 93

10.3 E-Mail Server Configuration 97

10.4 Scheduling Report to deliver output via Mail 98

11 BURSTING BI PUBLISHER REPORTS 101

11.1 Scheduling a report to burst to a file location 101

11.1.1 Bursting the Report to a shared Location 101

11.2 Scheduling a report to burst to a e-Mail 106

11.2.1 Creating new Report 106
11.2.2 Bursting the Report 106
11.2.3 Viewing the Report 108

12 SAMPLE TEMPLATES. 109