Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher

Title and Copyright Information

Preface

Introduction

Introduction

Overview of the Oracle Business Intelligence Publisher Report Designer's Guide

New Features

Viewing and Scheduling Reports

Getting Started

Accessing Oracle Business Intelligence Publisher

Setting My Account Preferences and Viewing My Groups

About the Home Page

About the Catalog

About the Global Header

Searching the Catalog

Viewing a Report

About Viewing Reports in BI Publisher

Viewing a Report

Using the Report Viewer Options

Creating an Ad Hoc Pivot Table with the Analyzer

Creating an Interactive Pivot Table

Using the Analyzer for Excel

Using the BI Publisher Menu

About the Open Template Dialog

Logging in Through Excel

Creating Report Jobs

Navigating to the Schedule Report Job Page

Setting General Options

Setting Output Options

Defining the Schedule for Your Job

Configuring Notifications

Submitting the Job and Reviewing the Confirmation Details

Creating a Bursting Job

Advanced Topics

Viewing and Managing Report Jobs

About the Manage Report Jobs Page

Viewing Jobs for a Specific Report

Searching for Report Jobs

Setting the Time Zone for Viewing Jobs

Viewing Job Submission Details

Suspending Jobs

Resuming Jobs

Deleting Jobs

Viewing and Managing Report History

Viewing Report Job History and Saved Output

Viewing Job History for a Specific Report

Searching for Report Job History

Viewing Details of a Job History

Downloading Data from a Report Job

Republishing a Report from History

Sending an Output to a New Destination

Getting Error and Warning Information for Reports

Deleting a Job History

Managing Objects in the BI Publisher Catalog

What is the Catalog

What Objects Are Stored in the Catalog

Creating a Folder or Subfolder

Performing Tasks on Catalog Objects

Downloading and Uploading Catalog Objects

Understanding the Impact of Taking Actions on Objects Referenced by Reports

Exporting and Importing Catalog Translation Files

Creating Data Models

Using the Data Model Editor

What Is a Data Model?

Components of a Data Model

Features of the Data Model Editor

About the Data Source Options

Process Overview for Creating a Data Model

Launching the Data Model Editor

About the Data Model Editor Interface

Setting Data Model Properties

Creating Data Sets

Overview of Creating Data Sets

Defining a SQL Query Data Set

Using the Query Builder

Defining an MDX Query

Defining an LDAP Query as a Data Set Type

Defining a Microsoft Excel File as a Data Set Type

Defining an Oracle BI Analysis as a Data Set Type

Defining a View Object as a Data Set Type

Defining a Web Service Data Set Type

Defining an XML File as a Data Set Type

Defining an HTTP Data Set Type

Testing Data Models and Generating Sample Data

Including User Information in Your Report Data

Structuring Data

Working with Data Models

Features of the Data Model Editor

About the Interface

Creating Links Between Data Sets

Creating Element-Level Links

Creating Group-Level Links

Creating Subgroups

Creating Group-Level Aggregate Elements

Creating Group Filters

Performing Element-Level Functions

Setting Element Properties

Sorting Data

Performing Group-Level Functions

Performing Global-Level Functions

Using the Structure View to Edit Your Data Structure

Function Reference

Adding Parameters and Lists of Values

About Parameters

Adding Parameters

Adding Lists of Values

Adding Event Triggers

About Triggers

Adding Event Triggers

Adding Flexfields

About Flexfields

Adding Flexfields

Adding Bursting Definitions

About Bursting

What is the Bursting Definition?

Adding a Bursting Definition to Your Data Model

Defining the Query for the Delivery Data Set

Configuring a Report to Use a Bursting Definition

Sample Bursting Query

Creating a Table to Use as a Delivery Data Source

Creating Reports and Layouts

Creating or Editing a Report

About Report Components

Process Overview

Launching the Report Editor

Selecting the Data Model

About the Report Editor Interface

Adding Layouts to the Report Definition

Configuring Layouts

Configuring Parameter Settings for the Report

Configuring Report Properties

Creating a BI Publisher Layout Template

Introduction

Launching the Layout Editor

About the Layout Editor Interface

The Page Layout Tab

Inserting Layout Components

About Layout Grids

About Repeating Sections

Setting Predefined or Custom Formulas

Saving a Layout

Creating an RTF Template

What Is an RTF Template?

About XSLT Compatibility

Getting Started

Prerequisites

About Adding BI Publisher Code

Key Concepts

Associating the XML Data to the Template Layout

Designing the Template Layout

Adding Markup to the Template Layout

Creating Placeholders

Defining Groups

Defining Headers and Footers

Native Support

Inserting Images and Charts

Images

Chart Support

Drawing, Shape, and Clip Art Support

Supported Native Formatting Features

General Features

Alignment

Tables

Date Fields

Multicolumn Page Support

Background and Watermark Support

Template Features

Page Breaks

Initial Page Number

Last Page Only Content

End on Even or End on Odd Page

Hyperlinks

Table of Contents

Generating Bookmarks in PDF Output

Check Boxes

Drop Down Lists

Conditional Formatting

If Statements

If Statements in Boilerplate Text

If-then-Else Statements

Choose Statements

Column Formatting

Row Formatting

Cell Highlighting

Page-Level Calculations

Displaying Page Totals

Brought Forward/Carried Forward Totals

Running Totals

Data Handling

Sorting

Checking for Nulls

Regrouping the XML Data

Using Variables

Defining Parameters

Setting Properties

Advanced Report Layouts

Batch Reports

Handling No Data Found Conditions

Pivot Table Support

Dynamic Data Columns

Number, Date, and Currency Formatting

Calendar and Timezone Support

Using External Fonts

Custom Barcode Formatting

Controlling the Placement of Instructions Using the Context Commands

Guidelines for Designing RTF Templates for Microsoft PowerPoint Output

Creating RTF Templates Using the Template Builder for Word

Introduction

Getting Started

Accessing Data for Building Your Template

Inserting Components to the Template

Previewing a Template

Template Editing Tools

Uploading a Template to the BI Publisher Server

Using the Template Builder Translation Tools

Setting Options for the Template Builder

Setting Up a Configuration File

BI Publisher Menu Reference

Creating a PDF Template

Overview

Requirements

Designing the Template

Adding Markup to the Template

Creating a Placeholder

Defining Groups of Repeating Fields

Adding Page Numbers

Performing Calculations

Completed PDF Layout Example

Runtime Behavior

Creating a Layout from a Predefined PDF Form

Adding or Designating a Field for a Digital Signature

Creating a Flash Template

Introduction

Building a Flash Template

Uploading the Flash Template to the Report Definition

Setting Properties for PDF Output

For More Information

Creating an eText Template

Introduction

Structure of eText Templates

Constructing the Data Tables

Command Rows

Structure of the Data Rows

Setup Command Tables

Expressions, Control Structures, and Functions

Identifiers, Operators, and Literals

Setting Formatting Properties

Introduction

PDF Output Properties

PDF Security Properties

PDF Digital Signature Properties

RTF Output Properties

HTML Output Properties

FO Processing Properties

RTF Template Properties

PDF Template Properties

Flash Template Properties

Defining Font Mappings

Creating and Implementing Style Templates

Creating and Implementing Style Templates

Understanding Style Templates

Creating a Style Template RTF File

Uploading a Style Template File to the Catalog

Assigning a Style Template to a Report Layout

Updating a Style Template

Adding Translations to Your Style Template Definition

Creating and Implementing Sub Templates

Understanding Subtemplates

What is a Subtemplate

Supported Locations for Subtemplates

Designing a Subtemplate

Testing Subtemplates from the Desktop

Creating the Sub Template Object in the Catalog

Calling a Subtemplate from an External Source

Designing RTF Subtemplates

Understanding RTF Subtemplates

Process Overview for Creating and Implementing RTF Subtemplates

Creating an RTF Subtemplate File

Calling a Subtemplate from Your Main Template

When to Use RTF Subtemplates

Adding Translations to an RTF Subtemplate

Designing XSL Subtemplates

Understanding XSL Subtemplates

Process Overview for Creating and Implementing XSL Subtemplates

Creating an XSL Subtemplate File

Calling an XSL Subtemplate from Your Main Template

Creating the Sub Template Object in the Catalog

Example Uses of XSL Subtemplates

Translating Reports and Catalog Objects

Translation Support Overview and Concepts

Translation Support Overview

Working with Translation Files

What Is an XLIFF?

Structure of the XLIFF File

Locale Selection Logic

Translating Individual Templates

Overview

Types of Translations

Using the XLIFF Option

Using the Localized Template Option

Translating Catalog Objects, Data Models, and Templates

Overview

What Can Be Translated

Exporting the XLIFF File

Identifying and Updating the Object Tags

Importing the XLIFF File

Techniques for Handling Large Output Files

Techniques for Handling Large PDF Output Files

Reusing Static Content

Generating Zipped PDF Output

Implementing PDF Splitting for an RTF Template

Implementing PDF Splitting for a PDF Template

Extended Function Support in RTF Templates

Extended SQL and XSL Functions

XSL Equivalents

Using FO Elements

Designing Accessible Reports

Introduction

Avoiding Nested Tables or Separated Tables

Defining a Document Title

Defining Alternative Text for an Image

Defining a Table Summary

Defining a Table Column Header

Defining a Table Row Header

Sample Supported Tables

Supported XSL-FO Elements

Supported XSL-FO Elements

Index