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Oracle BI Publisher 12c: Fundamentals LVC

About This Course

Oracle BI Publisher 12c provides best of breed capabilities for scheduling and bursting reports. By investing in this course, you'll learn how to schedule and manage scheduled jobs, along with bursting reports to other destinations.

3 Days

6 Lectures

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Course Content

  • Introduction
  • Agenda
  • Introductions
  • Training Site Information
  • Audience
  • Course Goal
  • Course Objectives
  • Methodology
  • Schedule
  • 2 Introduction to Oracle BI Publisher 12c
  • Objectives
  • Oracle BI Foundation Suite: Overview
  • Oracle BI EE 12c: Overview
  • Functions of Reporting Systems
  • Report Challenges
  • Reporting Challenges: Diverse Business Document Requirements
  • Reporting Challenges: Complex Infrastructure
  • Reporting Challenges: Classic Reporting Tools Paradigm
  • Oracle BI Publisher Paradigm: Introduction
  • End-to-End View of BI Publisher
  • Availability of BI Publisher
  • Oracle BI Publisher Trial Edition
  • BI Publisher as a Strategic Reporting Solution
  • BI Publisher in Oracle Applications
  • BI Publisher on Oracle Exalytics In-Memory Machine
  • Key Features and Benefits of BI Publisher
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 2: Overview
  • 3 BI Publisher: Technology and Architecture
  • Objectives
  • Revisiting BI Publisher
  • iii
  • BI Publisher Functional Components
  • BI Publisher Layout Templates
  • BI Publisher Multitier Architecture
  • BI Publisher Enterprise Server Architecture
  • BI Publisher Document Generation Process
  • BI Publisher Supported Data Sources
  • BI Publisher Underlying Technology
  • BI Publisher Bursting: Overview
  • Downloading Government Forms
  • Performance and Scalability
  • Internationalization and Language Support
  • BI Publisher Output Formats
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 3: Overview
  • 4 Getting Started with BI Publisher
  • Objectives
  • Logging In to BI Publisher
  • BI Publisher Home Page
  • BI Publisher Global Header
  • Setting Account Preferences
  • Browsing the Catalog
  • BI Publisher Repository Object Types
  • Viewing Reports
  • Managing Repository Objects
  • Managing Favorites
  • Creating Reports: Overview
  • Launching the Report Wizard
  • Step 1 – Select Data
  • Step 1 – Options: Use Data Model
  • Step 1 – Options: Upload Spreadsheet
  • Step 1 – Options: Use Subject Area
  • Creating a Report Using the Guide Me Workflow
  • Step 2 – Select Layout
  • Steps 3 and 4 – Create Chart
  • Step 5 – Create Pivot Table
  • Step 5 – Create Table
  • Step 6 – Save Report
  • Step 7 – View Report
  • iv
  • Editing the Report Layout
  • Configuring Layout and Report Properties
  • Configuring Layouts
  • Configuring Layouts: The Layout Toolbar
  • Setting Report Properties
  • Setting Report Properties: General
  • Setting Report Properties: Caching
  • Setting Report Properties: Formatting
  • Setting Report Properties: Font Mapping and Currency
  • Configuring Report Parameters in the Report Editor
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 4: Overview
  • 5 Using Data Model Editor
  • Objectives
  • Sample Lite: Introduction
  • Sample Schemas: Introduction
  • Sample Schemas: HR Data Model
  • Sample Schemas: OE Data Model
  • Data Model Editor: Introduction
  • Examining Data Model Properties
  • Supported Data Sources
  • Private Data Sources: Overview
  • Creating a Private Data Source
  • Creating a Simple Data Model Based on a SQL Query Data Set
  • Step 1: Defining Default Data Source and Output Options
  • Step 2: Adding a SQL Query Data Set
  • Step 3: Building a Query in Query Builder
  • Step 3: Building a Query in Query Builder: Select Objects
  • Step 3: Building a Query in Query Builder: Define Relations
  • Step 3: Building a Query in Query Builder: Select Columns
  • Step 3: Building a Query in Query Builder: Add Aliases and Conditions
  • Step 3: Building a Query in Query Builder: View Results and Save Query
  • Step 4: Saving the Data Model
  • Step 5: Viewing Output and Saving Sample Data
  • Step 5: Saving Sample Data and Exporting
  • Creating a Report from Data Model Editor
  • Describing Parameters and LOVs
  • Adding Parameters
  • v
  • Adding LOVs: SQL Query Type
  • Additional Examples of Parameters
  • Adding a Bind Variable to a Query
  • Configuring Parameter Settings for a Report
  • Viewing a Report with Parameters
  • Adding LOVs: Fixed Type
  • Cascading Parameters
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 5: Overview
  • 6 Working with Layout Editor
  • Objectives
  • Revisiting Layout Editor
  • Opening Layout Editor
  • Selecting a Predefined Template
  • Layout Editor Interface
  • Navigating the Layout Editor Interface
  • Creating a Layout by Using a Basic Template
  • Inserting a Layout Grid
  • Working with Data Tables
  • Inserting a Data Table
  • Adding Data Fields
  • Table Tab and Dynamic Table Menus
  • Formatting Data in a Table
  • Adding Number and Date Formats
  • Defining Groups and Subtotals
  • Defining Sorts
  • Applying Conditional Formats
  • Defining a Table Filter
  • Working with Charts
  • Inserting a Chart
  • Adding Data Fields to a Chart
  • Editing Charts
  • Editing Charts: Additional Tasks
  • Practices 6-1 and 6-2: Overview
  • Working with Repeating Sections
  • Working with Text Items and Images
  • Working with Lists
  • Working with Gauges
  • vi
  • Working with Page Layout Features
  • Saving a Layout
  • Practice 6-3: Overview
  • Advanced Features
  • Working with Pivot Tables
  • Creating Boilerplates: Predefined Layouts
  • Quiz: Overview
  • Quiz
  • Summary
  • Practices 6-4 and 6-5: Overview
  • 7 Using Template Builder to Create RTF Templates
  • Objectives
  • Template Builder: Introduction
  • Installing Template Builder
  • Exploring the Template Builder Interface
  • BI Publisher Menus: Load Data
  • BI Publisher Menus: Insert
  • BI Publisher Menus: Preview and Tools
  • BI Publisher Menus: Options
  • Explaining the Relationship Between RTF and XML
  • Creating an RTF Template Using Sample XML Data
  • Step 1: Creating an RTF Template from a Sample Layout
  • Step 2: Loading the Sample XML Data
  • Step 3: Inserting Fields
  • Step 4: Previewing Data
  • Step 5: Inserting a Table
  • Step 6: Viewing the Results
  • Changing Field Properties
  • Previewing the Table Data
  • Practice 7-1: Overview
  • BI Publisher Charts
  • Adding a Chart to an RTF Template
  • Step 1: Use Template Builder to Insert a Chart
  • Step 2: Define a Chart
  • Step 3: Preview the Chart
  • Examining Pivot Table Support in Template Builder
  • Examining Pivot Table Support in Template Builder: Results
  • Practice 7-2: Overview
  • Designing an RTF Template in Online Mode
  • Step 1: Log On to BI Publisher
  • vii
  • Step 2: Opening the BI Publisher Report
  • Step 3a: Defining the RTF Template: Add a Table
  • Step 3b: Defining the RTF Template: Add a Chart
  • Step 4: Previewing the Data by Using the Template
  • Step 5: Uploading the Template and Viewing Layout
  • Supported MS Word Native Formatting Features
  • Creating a New Report on BI Publisher Server Using Template Builder
  • Describing the Methods for Creating RTF Templates
  • Exploring the Basic Method: Example
  • Exploring the Form Field Method: Example – Form Fields in RTF Templates
  • Exploring the Form Field Method: Example – Insert a Field
  • Exploring the Form Field Method: Example – Insert a Table
  • Exploring the Form Field Method: Example – Completed Template
  • Exploring the Form Field Method: Example – Previewing the Report
  • Exploring Advanced RTF Template Techniques
  • Performing Grouping in the Table Wizard
  • Performing Sorting in the Table Wizard
  • Adding Running Totals in the Table Wizard
  • Adding Page and Section Breaks in the Table Wizard
  • Practice 7-3: Overview
  • Adding Page Numbers
  • Formatting Dates
  • Formatting Numbers
  • Applying Conditional Formats
  • Applying Conditional Formats: Results
  • Creating a Conditional Region
  • Adding Page-Level Calculations
  • Brought-Forward and Carried-Forward Totals
  • Adding Backgrounds and Watermarks
  • Drawings and Shapes
  • Practices 7-4 and 7-5: Overview
  • Introducing Excel Templates
  • Excel Template Builder
  • Examining a Sample Excel Template
  • Quiz: Overview
  • Quiz
  • Summary
  • 8 BI Publisher Server: Administration and Security
  • Objectives
  • Administration Page
  • viii
  • Data Sources
  • Setting Data Sources: JDBC
  • Defining a JDBC Connection
  • Setting Data Sources: JNDI
  • Setting Data Sources: Files
  • Setting Data Sources: LDAP
  • Setting Data Sources: OLAP
  • Setting Data Sources: Webservice
  • Setting Data Sources: HTTP
  • Setting Data Sources: Content Server
  • Viewing or Updating a Data Source
  • BI Publisher Security Model: Security Center
  • BI Publisher: Supported Security Models
  • BI Publisher: Security Configuration
  • Fusion Middleware Security for BI Publisher: Default User
  • Fusion Middleware Security for BI Publisher: Default Users
  • Default Users: BISystemUser Account
  • Administration Configurations by Using BISystemUser Account
  • Fusion Middleware Security: Default Roles
  • Fusion Middleware Security: Default Publisher Permissions by Default Role
  • Fusion Middleware Security: BIServiceAdministrator Role
  • Fusion Middleware Security: BIContentAuthor Role
  • Fusion Middleware Security: BIConsumer Role
  • BI Publisher Roles and Permissions
  • BI Publisher Folder Permissions
  • BI Publisher Report Object Permissions
  • Digital Signature: Overview
  • Registering a Digital Signature
  • Practices 8-1 and 8-2: Overview
  • Delivery Options
  • Delivery: Delivery Configuration
  • Delivery: Print or Fax
  • Delivery: Printing PDF
  • Delivery: Email
  • Delivery: WebDAV
  • Delivery: HTTP Server
  • Delivery: FTP Server
  • Delivery: Content Server
  • Delivery: Document Cloud Server
  • Delivery: CUPS Server
  • System Maintenance: Architecture Overview of Scheduling
  • ix
  • BI Publisher Scheduler Process Flow
  • System Maintenance: Scheduling — Clustering Example
  • Scheduler Configuration: Overview
  • Scheduler Diagnostics: Overview
  • Report Viewer Configuration: Overview
  • Manage Cache
  • Runtime Configuration: Overview
  • Setting Runtime Properties
  • Setting Runtime Properties PDF/A and PDF/X Output
  • Defining Font Mappings
  • Creating a Font Mapping
  • Defining Currency Formats
  • Integrating with Oracle BI Presentation Services: Overview
  • Quiz: Overview
  • Quiz
  • Practice 8-3: Overview
  • Summary
  • 9 Scheduling and Bursting Reports
  • Objectives
  • Scheduling BI Publisher Reports
  • Schedule Report Job: Overview
  • General Options Tab
  • Output Options Tab
  • Schedule Options Tab
  • Notification Options Tab
  • Diagnostic Tab
  • Submitting the Job and Reviewing the Confirmation Details
  • Manage Report Jobs: Overview
  • Manage Report Jobs: Editing a Report Job
  • Report Job History: Overview
  • Report Job History: Details
  • Downloading and Republishing
  • Sending the Output to a New Destination
  • Scheduling a Report with Trigger: Overview
  • Setting a Schedule Trigger
  • Reviewing the Data Model That Contains the Trigger
  • Creating a Job That Uses a Trigger
  • Choosing the Trigger and Submitting the Job
  • Opening Job Histories
  • Bursting a Report
  • x
  • Bursting: Key Concepts
  • Adding a Bursting Definition
  • Enabling a Report to Use a Bursting Definition
  • Scheduling a Bursting Job
  • Viewing Report Job History After Bursting
  • Viewing Job History Details After Bursting
  • Quiz
  • Summary
  • Practice 9: Overview
  • 10 Integrating BI Publisher with Oracle BI Enterprise Edition
  • Objectives
  • Revisiting the BI Foundation Suite Model
  • Oracle BI Publisher and Oracle BI EE Integration
  • Configuring a JDBC Connection to BI Server
  • Configuring Presentation Catalog Integration
  • Configuring Presentation Services Integration
  • Navigating Oracle BI EE
  • Creating Objects from the Global Header
  • Reporting Against Oracle BI EE’s Common Metadata Layer
  • Using BI Publisher
  • Creating a Report Based on a BI EE Subject Area
  • Viewing a Report Based on a BI EE Subject Area
  • Adding Parameters to BI EE Subject Area Reports
  • Viewing BI EE Subject Area Reports with Parameters
  • Creating a Data Model and Report Based on a BI Server SQL Query:
  • Process Overview
  • Step 1: Adding a SQL Query Data Set
  • Step 2: Selecting the Objects for the Query
  • Step 3: Viewing the Results and Saving the Query
  • Creating a Data Model and Report Based on an Oracle BI Analysis
  • Step 1: Adding an Oracle BI Analysis Data Set
  • Step 2: Defining XML Tag and Display Names
  • Step 3: Viewing and Saving Sample XML Data
  • Step 4: Creating a Report for the Analytic Data Source
  • Step 5: Viewing Your Report
  • Adding a BI Publisher Report to an Oracle BI EE Dashboard
  • Step 1: Logging In to Oracle BI EE and Editing Your Dashboard
  • Step 2: Adding a BI Publisher Report to Your Dashboard
  • Step 3: Running Your Dashboard
  • Integrating BI Publisher Security: Roles
  • xi
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 10: Overview
  • 11 Creating Data Models and BI Publisher Reports Based on Other Data Sources
  • Objectives
  • Reviewing Supported Data Sources
  • Introduction to Web Services
  • HTTP (XML/RSS Feed) Data Source
  • Proxy Settings for Web Services and HTTP Data Sources
  • Creating a BI Publisher Report Based on External Web Services
  • Step 1: Defining a Parameter
  • Step 2: Defining a Web Service Data Set
  • Step 3: Viewing the Data
  • Creating a BI Publisher Report Based on HTTP (XML/RSS Feed)
  • Data Sources
  • Step 1: Defining an HTTP Data Set
  • Step 2: Viewing the Data
  • Step 3: Viewing the Report
  • Creating a BI Publisher Report Based on an XML File
  • Step 1: Defining an XML File as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Creating a BI Publisher Report Based on an MS Excel Spreadsheet
  • Step 1: Defining an MS Excel Spreadsheet as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Creating a BI Publisher Report Based on CSV Data Set
  • Step 1: Defining a CSV File as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 11: Overview
  • A Performing Translations
  • Objectives A-2
  • Translation Types A-3
  • Translating Using a Localized Template A-4
  • xii
  • Using the Localized Template Option: Process Overview A-5
  • Step 1: Designing the Localized Template A-6
  • Step 2: Uploading the Localized File to Template Manager A-7
  • Translating by Using XLIFF A-8
  • Structure of an XLIFF File A-9
  • XLIFF File Attributes A-10
  • XLIFF File Embedded Data Fields A-11
  • XLIFF File Elements A-12
  • Using the XLIFF Option: Process Overview A-13
  • Step 1: Generating the XLIFF File by Using Template Builder (Method 1) A-14
  • Step 1: Generating the XLIFF File from the Layout Properties Page
  • (Method 2) A-15
  • Step 2: Translating the Strings A-16
  • Step 3: Previewing Using Template Builder A-17
  • Step 4: Uploading the Translation A-19
  • Managing XLIFF Translations on BI Publisher Server A-20
  • The Overall Translation Process A-21
  • Catalog Translations A-22
  • User Preferences A-24
  • Exporting the XLIFF File for a Catalog Folder A-25
  • Viewing the Exported XLIFF File A-26
  • Importing the XLIFF File for a Catalog Folder A-27
  • Locale Selection Logic at Run Time A-28
  • Summary A-29
  • Quiz: Overview A-30
  • Quiz A-31
  • 1 Introduction
  • Agenda
  • Introductions
  • Training Site Information
  • Audience
  • Course Goal
  • Course Objectives
  • Methodology
  • Schedule
  • 2 Introduction to Oracle BI Publisher 12c
  • Objectives
  • Oracle BI Foundation Suite: Overview
  • Oracle BI EE 12c: Overview
  • Functions of Reporting Systems
  • Report Challenges
  • Reporting Challenges: Diverse Business Document Requirements
  • Reporting Challenges: Complex Infrastructure
  • Reporting Challenges: Classic Reporting Tools Paradigm
  • Oracle BI Publisher Paradigm: Introduction
  • End-to-End View of BI Publisher
  • Availability of BI Publisher
  • Oracle BI Publisher Trial Edition
  • BI Publisher as a Strategic Reporting Solution
  • BI Publisher in Oracle Applications
  • BI Publisher on Oracle Exalytics In-Memory Machine
  • Key Features and Benefits of BI Publisher
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 2: Overview
  • 3 BI Publisher: Technology and Architecture
  • Objectives
  • Revisiting BI Publisher
  • iii
  • BI Publisher Functional Components
  • BI Publisher Layout Templates
  • BI Publisher Multitier Architecture
  • BI Publisher Enterprise Server Architecture
  • BI Publisher Document Generation Process
  • BI Publisher Supported Data Sources
  • BI Publisher Underlying Technology
  • BI Publisher Bursting: Overview
  • Downloading Government Forms
  • Performance and Scalability
  • Internationalization and Language Support
  • BI Publisher Output Formats
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 3: Overview
  • 4 Getting Started with BI Publisher
  • Objectives
  • Logging In to BI Publisher
  • BI Publisher Home Page
  • BI Publisher Global Header
  • Setting Account Preferences
  • Browsing the Catalog
  • BI Publisher Repository Object Types
  • Viewing Reports
  • Managing Repository Objects
  • Managing Favorites
  • Creating Reports: Overview
  • Launching the Report Wizard
  • Step 1 – Select Data
  • Step 1 – Options: Use Data Model
  • Step 1 – Options: Upload Spreadsheet
  • Step 1 – Options: Use Subject Area
  • Creating a Report Using the Guide Me Workflow
  • Step 2 – Select Layout
  • Steps 3 and 4 – Create Chart
  • Step 5 – Create Pivot Table
  • Step 5 – Create Table
  • Step 6 – Save Report
  • Step 7 – View Report
  • iv
  • Editing the Report Layout
  • Configuring Layout and Report Properties
  • Configuring Layouts
  • Configuring Layouts: The Layout Toolbar
  • Setting Report Properties
  • Setting Report Properties: General
  • Setting Report Properties: Caching
  • Setting Report Properties: Formatting
  • Setting Report Properties: Font Mapping and Currency
  • Configuring Report Parameters in the Report Editor
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 4: Overview
  • 5 Using Data Model Editor
  • Objectives
  • Sample Lite: Introduction
  • Sample Schemas: Introduction
  • Sample Schemas: HR Data Model
  • Sample Schemas: OE Data Model
  • Data Model Editor: Introduction
  • Examining Data Model Properties
  • Supported Data Sources
  • Private Data Sources: Overview
  • Creating a Private Data Source
  • Creating a Simple Data Model Based on a SQL Query Data Set
  • Step 1: Defining Default Data Source and Output Options
  • Step 2: Adding a SQL Query Data Set
  • Step 3: Building a Query in Query Builder
  • Step 3: Building a Query in Query Builder: Select Objects
  • Step 3: Building a Query in Query Builder: Define Relations
  • Step 3: Building a Query in Query Builder: Select Columns
  • Step 3: Building a Query in Query Builder: Add Aliases and Conditions
  • Step 3: Building a Query in Query Builder: View Results and Save Query
  • Step 4: Saving the Data Model
  • Step 5: Viewing Output and Saving Sample Data
  • Step 5: Saving Sample Data and Exporting
  • Creating a Report from Data Model Editor
  • Describing Parameters and LOVs
  • Adding Parameters
  • v
  • Adding LOVs: SQL Query Type
  • Additional Examples of Parameters
  • Adding a Bind Variable to a Query
  • Configuring Parameter Settings for a Report
  • Viewing a Report with Parameters
  • Adding LOVs: Fixed Type
  • Cascading Parameters
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 5: Overview
  • 6 Working with Layout Editor
  • Objectives
  • Revisiting Layout Editor
  • Opening Layout Editor
  • Selecting a Predefined Template
  • Layout Editor Interface
  • Navigating the Layout Editor Interface
  • Creating a Layout by Using a Basic Template
  • Inserting a Layout Grid
  • Working with Data Tables
  • Inserting a Data Table
  • Adding Data Fields
  • Table Tab and Dynamic Table Menus
  • Formatting Data in a Table
  • Adding Number and Date Formats
  • Defining Groups and Subtotals
  • Defining Sorts
  • Applying Conditional Formats
  • Defining a Table Filter
  • Working with Charts
  • Inserting a Chart
  • Adding Data Fields to a Chart
  • Editing Charts
  • Editing Charts: Additional Tasks
  • Practices 6-1 and 6-2: Overview
  • Working with Repeating Sections
  • Working with Text Items and Images
  • Working with Lists
  • Working with Gauges
  • vi
  • Working with Page Layout Features
  • Saving a Layout
  • Practice 6-3: Overview
  • Advanced Features
  • Working with Pivot Tables
  • Creating Boilerplates: Predefined Layouts
  • Quiz: Overview
  • Quiz
  • Summary
  • Practices 6-4 and 6-5: Overview
  • 7 Using Template Builder to Create RTF Templates
  • Objectives
  • Template Builder: Introduction
  • Installing Template Builder
  • Exploring the Template Builder Interface
  • BI Publisher Menus: Load Data
  • BI Publisher Menus: Insert
  • BI Publisher Menus: Preview and Tools
  • BI Publisher Menus: Options
  • Explaining the Relationship Between RTF and XML
  • Creating an RTF Template Using Sample XML Data
  • Step 1: Creating an RTF Template from a Sample Layout
  • Step 2: Loading the Sample XML Data
  • Step 3: Inserting Fields
  • Step 4: Previewing Data
  • Step 5: Inserting a Table
  • Step 6: Viewing the Results
  • Changing Field Properties
  • Previewing the Table Data
  • Practice 7-1: Overview
  • BI Publisher Charts
  • Adding a Chart to an RTF Template
  • Step 1: Use Template Builder to Insert a Chart
  • Step 2: Define a Chart
  • Step 3: Preview the Chart
  • Examining Pivot Table Support in Template Builder
  • Examining Pivot Table Support in Template Builder: Results
  • Practice 7-2: Overview
  • Designing an RTF Template in Online Mode
  • Step 1: Log On to BI Publisher
  • vii
  • Step 2: Opening the BI Publisher Report
  • Step 3a: Defining the RTF Template: Add a Table
  • Step 3b: Defining the RTF Template: Add a Chart
  • Step 4: Previewing the Data by Using the Template
  • Step 5: Uploading the Template and Viewing Layout
  • Supported MS Word Native Formatting Features
  • Creating a New Report on BI Publisher Server Using Template Builder
  • Describing the Methods for Creating RTF Templates
  • Exploring the Basic Method: Example
  • Exploring the Form Field Method: Example – Form Fields in RTF Templates
  • Exploring the Form Field Method: Example – Insert a Field
  • Exploring the Form Field Method: Example – Insert a Table
  • Exploring the Form Field Method: Example – Completed Template
  • Exploring the Form Field Method: Example – Previewing the Report
  • Exploring Advanced RTF Template Techniques
  • Performing Grouping in the Table Wizard
  • Performing Sorting in the Table Wizard
  • Adding Running Totals in the Table Wizard
  • Adding Page and Section Breaks in the Table Wizard
  • Practice 7-3: Overview
  • Adding Page Numbers
  • Formatting Dates
  • Formatting Numbers
  • Applying Conditional Formats
  • Applying Conditional Formats: Results
  • Creating a Conditional Region
  • Adding Page-Level Calculations
  • Brought-Forward and Carried-Forward Totals
  • Adding Backgrounds and Watermarks
  • Drawings and Shapes
  • Practices 7-4 and 7-5: Overview
  • Introducing Excel Templates
  • Excel Template Builder
  • Examining a Sample Excel Template
  • Quiz: Overview
  • Quiz
  • Summary
  • 8 BI Publisher Server: Administration and Security
  • Objectives
  • Administration Page
  • viii
  • Data Sources
  • Setting Data Sources: JDBC
  • Defining a JDBC Connection
  • Setting Data Sources: JNDI
  • Setting Data Sources: Files
  • Setting Data Sources: LDAP
  • Setting Data Sources: OLAP
  • Setting Data Sources: Webservice
  • Setting Data Sources: HTTP
  • Setting Data Sources: Content Server
  • Viewing or Updating a Data Source
  • BI Publisher Security Model: Security Center
  • BI Publisher: Supported Security Models
  • BI Publisher: Security Configuration
  • Fusion Middleware Security for BI Publisher: Default User
  • Fusion Middleware Security for BI Publisher: Default Users
  • Default Users: BISystemUser Account
  • Administration Configurations by Using BISystemUser Account
  • Fusion Middleware Security: Default Roles
  • Fusion Middleware Security: Default Publisher Permissions by Default Role
  • Fusion Middleware Security: BIServiceAdministrator Role
  • Fusion Middleware Security: BIContentAuthor Role
  • Fusion Middleware Security: BIConsumer Role
  • BI Publisher Roles and Permissions
  • BI Publisher Folder Permissions
  • BI Publisher Report Object Permissions
  • Digital Signature: Overview
  • Registering a Digital Signature
  • Practices 8-1 and 8-2: Overview
  • Delivery Options
  • Delivery: Delivery Configuration
  • Delivery: Print or Fax
  • Delivery: Printing PDF
  • Delivery: Email
  • Delivery: WebDAV
  • Delivery: HTTP Server
  • Delivery: FTP Server
  • Delivery: Content Server
  • Delivery: Document Cloud Server
  • Delivery: CUPS Server
  • System Maintenance: Architecture Overview of Scheduling
  • ix
  • BI Publisher Scheduler Process Flow
  • System Maintenance: Scheduling — Clustering Example
  • Scheduler Configuration: Overview
  • Scheduler Diagnostics: Overview
  • Report Viewer Configuration: Overview
  • Manage Cache
  • Runtime Configuration: Overview
  • Setting Runtime Properties
  • Setting Runtime Properties PDF/A and PDF/X Output
  • Defining Font Mappings
  • Creating a Font Mapping
  • Defining Currency Formats
  • Integrating with Oracle BI Presentation Services: Overview
  • Quiz: Overview
  • Quiz
  • Practice 8-3: Overview
  • Summary
  • 9 Scheduling and Bursting Reports
  • Objectives
  • Scheduling BI Publisher Reports
  • Schedule Report Job: Overview
  • General Options Tab
  • Output Options Tab
  • Schedule Options Tab
  • Notification Options Tab
  • Diagnostic Tab
  • Submitting the Job and Reviewing the Confirmation Details
  • Manage Report Jobs: Overview
  • Manage Report Jobs: Editing a Report Job
  • Report Job History: Overview
  • Report Job History: Details
  • Downloading and Republishing
  • Sending the Output to a New Destination
  • Scheduling a Report with Trigger: Overview
  • Setting a Schedule Trigger
  • Reviewing the Data Model That Contains the Trigger
  • Creating a Job That Uses a Trigger
  • Choosing the Trigger and Submitting the Job
  • Opening Job Histories
  • Bursting a Report
  • x
  • Bursting: Key Concepts
  • Adding a Bursting Definition
  • Enabling a Report to Use a Bursting Definition
  • Scheduling a Bursting Job
  • Viewing Report Job History After Bursting
  • Viewing Job History Details After Bursting
  • Quiz
  • Summary
  • Practice 9: Overview
  • 10 Integrating BI Publisher with Oracle BI Enterprise Edition
  • Objectives
  • Revisiting the BI Foundation Suite Model
  • Oracle BI Publisher and Oracle BI EE Integration
  • Configuring a JDBC Connection to BI Server
  • Configuring Presentation Catalog Integration
  • Configuring Presentation Services Integration
  • Navigating Oracle BI EE
  • Creating Objects from the Global Header
  • Reporting Against Oracle BI EE’s Common Metadata Layer
  • Using BI Publisher
  • Creating a Report Based on a BI EE Subject Area
  • Viewing a Report Based on a BI EE Subject Area
  • Adding Parameters to BI EE Subject Area Reports
  • Viewing BI EE Subject Area Reports with Parameters
  • Creating a Data Model and Report Based on a BI Server SQL Query:
  • Process Overview
  • Step 1: Adding a SQL Query Data Set
  • Step 2: Selecting the Objects for the Query
  • Step 3: Viewing the Results and Saving the Query
  • Creating a Data Model and Report Based on an Oracle BI Analysis
  • Step 1: Adding an Oracle BI Analysis Data Set
  • Step 2: Defining XML Tag and Display Names
  • Step 3: Viewing and Saving Sample XML Data
  • Step 4: Creating a Report for the Analytic Data Source
  • Step 5: Viewing Your Report
  • Adding a BI Publisher Report to an Oracle BI EE Dashboard
  • Step 1: Logging In to Oracle BI EE and Editing Your Dashboard
  • Step 2: Adding a BI Publisher Report to Your Dashboard
  • Step 3: Running Your Dashboard
  • Integrating BI Publisher Security: Roles
  • xi
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 10: Overview
  • 11 Creating Data Models and BI Publisher Reports Based on Other Data Sources
  • Objectives
  • Reviewing Supported Data Sources
  • Introduction to Web Services
  • HTTP (XML/RSS Feed) Data Source
  • Proxy Settings for Web Services and HTTP Data Sources
  • Creating a BI Publisher Report Based on External Web Services
  • Step 1: Defining a Parameter
  • Step 2: Defining a Web Service Data Set
  • Step 3: Viewing the Data
  • Creating a BI Publisher Report Based on HTTP (XML/RSS Feed)
  • Data Sources
  • Step 1: Defining an HTTP Data Set
  • Step 2: Viewing the Data
  • Step 3: Viewing the Report
  • Creating a BI Publisher Report Based on an XML File
  • Step 1: Defining an XML File as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Creating a BI Publisher Report Based on an MS Excel Spreadsheet
  • Step 1: Defining an MS Excel Spreadsheet as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Creating a BI Publisher Report Based on CSV Data Set
  • Step 1: Defining a CSV File as a Data Set
  • Step 2: Viewing the Data
  • Step 3: Creating a Report
  • Quiz: Overview
  • Quiz
  • Summary
  • Practice 11: Overview
  • A Performing Translations
  • Objectives A-2
  • Translation Types A-3
  • Translating Using a Localized Template A-4
  • xii
  • Using the Localized Template Option: Process Overview A-5
  • Step 1: Designing the Localized Template A-6
  • Step 2: Uploading the Localized File to Template Manager A-7
  • Translating by Using XLIFF A-8
  • Structure of an XLIFF File A-9
  • XLIFF File Attributes A-10
  • XLIFF File Embedded

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