Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documentation and Other Resources
• Conventions

New Features for Oracle BI Publisher Users

• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.6)
• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.5)
• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.3)

1 Introduction to Using Oracle Business Intelligence Publisher

• 1.1 Introduction to Oracle Business Intelligence Publisher
  • 1.1.1 Overview for Report Consumers

2 Getting Started

• 2.1 Accessing Oracle Business Intelligence Publisher
  • 2.1.1 Logging in with Credentials
  • 2.1.2 Logging in as Guest
• 2.2 Setting My Account Preferences and Viewing My Groups
  • 2.2.1 To Access the My Account dialog:
  • 2.2.2 Setting General Preferences
    • 2.2.2.1 Report Locale
    • 2.2.2.2 UI Language
    • 2.2.2.3 Time Zone
    • 2.2.2.4 Accessibility Mode
  • 2.2.3 Changing Your Password
  • 2.2.4 Viewing Your User Groups
• 2.3 About the Home Page
  • 2.3.1 Create
  • 2.3.2 Browse/Manage
  • 2.3.3 Get Started
  • 2.3.4 Recent
  • 2.3.5 Favorites
• 2.4 About the Catalog
  • 2.4.1 Browsing the Catalog
  • 2.4.2 Using the Location Bar to Find Your Place and Navigate Back
• 2.5 About the Global Header
• 2.6 Searching the Catalog
• 2.7 For Oracle E-Business Suite Users: Switching Responsibilities and Reporting Organization

3 Viewing a Report

• 3.1 About Viewing Reports in BI Publisher
• 3.2 Viewing a Report
• 3.3 Using the Report Viewer Options
  • 3.3.1 Parameters
    • 3.3.1.1 The Parameter Search Dialog
  • 3.3.2 Layouts
  • 3.3.3 View Report and Choose Other Output Types
  • 3.3.4 Actions
• 3.4 Creating an Ad Hoc Pivot Table with the Analyzer
  • 3.4.1 Limitations of the Online Analyzer
  • 3.4.2 Accessing the Online Analyzer
  • 3.4.3 About the Online Analyzer Toolbar
• 3.5 Creating an Interactive Pivot Table
• 3.6 Saving the Interactive Pivot Table as a Layout
• 3.7 Using the Analyzer for Excel
  • 3.7.1 Features
  • 3.7.2 Launching the Analyzer for Excel
• 3.8 Using the BI Publisher Menu
• 3.9 About the Open Template Dialog
• 3.10 Logging in Through Excel

4 Creating Report Jobs

• 4.1 Navigating to the Schedule Report Job Page
• 4.2 Setting General Options
• 4.3 Setting Output Options
  • 4.3.1 Adding Outputs
  • 4.3.2 Adding Destinations
    • 4.3.2.1 Email
    • 4.3.2.2 Printer
    • 4.3.2.3 Fax
    • 4.3.2.4 FTP
    • 4.3.2.5 Web Folder
• 4.4 Defining the Schedule for a Job
  • 4.4.1 Defining a Recurrence Pattern
    • 4.4.1.1 Once
    • 4.4.1.2 Hourly/Minute
    • 4.4.1.3 Daily
    • 4.4.1.4 Weekly
    • 4.4.1.5 Monthly
    • 4.4.1.6 Annually
    • 4.4.1.7 Specific Dates
  • 4.4.2 Enabling a Schedule Trigger
• 4.5 Configuring Notifications
  • 4.5.1 Adding Notifications
    • 4.5.1.1 Email
    • 4.5.1.2 HTTP
• 4.6 Submitting and Monitoring a Job
• 4.7 Create a Job from an Existing Job
• 4.8 Creating a Bursting Job
• 4.9 Advanced Topics
  • 4.9.1 Incrementing Date Parameters
  • 4.9.2 Defining a Destination File Name Dynamically Using a Date Expression
    • 4.9.2.1 Examples

5 Viewing and Managing Report Jobs

• 5.1 About the Manage Report Jobs Page
• 5.2 Viewing Jobs for a Specific Report
• 5.3 Searching for Report Jobs
• 5.4 Setting the Time Zone for Viewing Jobs
• 5.5 Viewing Job Details
• 5.6 Pausing Jobs
• 5.7 Resuming Jobs
• 5.8 Deleting Jobs
• 5.9 Editing Jobs
• 5.10 Refreshing the Manage Report Jobs Page

6 Viewing and Managing Report History

• 6.1 Viewing Report Job History and Saved Output
• 6.2 Viewing Job History for a Specific Report
• 6.3 Searching for Report Job History
• 6.4 Viewing Details of a Job History
• 6.5 Downloading Data from a Report Job
• 6.6 Republishing a Report from History
• 6.7 Sending an Output to a New Destination
• 6.8 Monitoring Running Jobs
• 6.9 Canceling a Running Job
• 6.10 Getting Error and Warning Information for Reports
• 6.11 Deleting a Job History
• 6.12 Refreshing the Report Job History Page

7 Managing Objects in the BI Publisher Catalog

• 7.1 Overview of the Catalog
• 7.2 Objects Stored in the Catalog
• 7.3 Creating a Folder or Subfolder
• 7.4 Performing Tasks on Catalog Objects
• 7.5 Downloading and Uploading Catalog Objects
• 7.6 Understanding the Impact of Taking Actions on Objects Referenced by Reports
• 7.7 Exporting and Importing Catalog Translation Files

Index