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Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher
Release 11g (11.1.1)
Part Number E13881-01
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Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher


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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

Launching the Layout Editor
About the Layout Editor Interface
The Page Layout Tab
Inserting Layout Components
About Layout Grids
About Repeating Sections
About Data Tables
About Charts
About Gauge Charts
About Pivot Tables
About Text Items
About Images
Setting Predefined or Custom Formulas
Saving a Layout

Creating an RTF Template

What Is an RTF Template?
About XSLT Compatibility
Getting Started
      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
      Chart Support
Drawing, Shape, and Clip Art Support
Supported Native Formatting Features
      General Features
      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
      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
      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
Using XPath Commands
Namespace Support
Using XSL Elements
Using FO Elements
Guidelines for Designing RTF Templates for Microsoft PowerPoint Output

Creating RTF Templates Using the Template Builder for Word

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

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

Building a Flash Template
Uploading the Flash Template to the Report Definition
Setting Properties for PDF Output
For More Information

Creating an eText Template

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

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

Types of Translations
Using the XLIFF Option
Using the Localized Template Option

Translating Catalog Objects, Data Models, and Templates

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

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