Creating a BI Publisher Report in Unifier

To create a new BI Publisher report:

Note: For creating and updating BI custom reports and BI custom prints, importing reports from BI Server into Unifier (synchronization), refer to the Unifier Administration Guide.

1. Sign in to your Unifier environment.
2. Click the Company Workspace tab.
3. In the left pane:
   1. Switch to Administration Mode.
   2. Expand Configuration.
   3. Select Custom Templates.
4. In the right pane:
   1. Select the New (drop-down arrow).
   2. Choose Report with Internal Data Model or Report with External Data Model.

      If you choose Report with External Data Model, you will continue using the steps in the section.

      Notes:

      • Internal data model: Unifier maintains the data model file internally. Any changes in the data views, data links, query parameters, and additional parameters are being applied and saved in the data model when the BIP report is saved.
      • External data model: Users need to upload the data model (.xdm) file and maintain it externally. This means that the user may modify the .XDM file manually or by using the BIP data model editor.
5. In the General tab of the Custom Report dialog box:
   1. In the Name field, enter a name for the report.
   2. In the Description field, enter a brief description about the report (maximum 250 characters and non-ASCII characters are permitted).
   3. The Data Model Type field is a pre-populated and read-only field with values that can be internal or external based on the option selected at the time of creating the custom print.
   4. In the Report Level field, select a type for the report.
   5. In the Main View field, select a type of view for the report.

      Note: The administrator can create these user-defined views. Refer to the Unifier Administration Guide for more information on creating data views.

6. In the Views tab, click Add or Remove to edit the views for the report.
7. Click Apply.
8. When the Sample Data tab opens, you can download the sample XML data for creating or modifying report layouts:
   • If you are using the Internal Data Model:
     1. Select a project/shell.
     2. Select a number of rows to return.
     3. Click Generate.
     4. Click Download.
     5. Save the XML file.
   • If you are using the External Data Model:

     Note: You cannot download sample data until after you define and publish the report.

     1. Select a project/shell.
     2. Click Generate.
     3. Click Download.
     4. Save the XML file.
9. Create a report layout in Microsoft Word to have templates available in Microsoft Word when you publish reports:
   1. Open Microsoft Word.
   2. Create an RTF file.
   3. In the BI Publisher tab:
      1. Select Sample XML in the Load Data section.
      2. Upload the XML file you created above.
      3. Create a table for the layout using the Table Wizard included with the BI Publisher plug-in.
      4. Save and close the RTF file.
10. Return to the Custom Report dialog box.
11. In the Template File tab (consisting of Add, Modify, Remove, and Download options)
    1. Click Add to open the template window.
    2. Enter information in the following fields: Template Name, Template Type, and Report Layout File.
       • To localize the Custom Report output for different languages, you can provide XLIFF files for RTF-type templates here.
       • The Template Name field accepts spaces and other characters.
    3. Click Browse to select the template file for uploading.
    4. Click OK to confirm the upload.
12. Return to the Company Workspace tab.
13. In the left pane:
    1. Expand Configuration.
    2. Select Custom Reports.
14. In the right pane, select the report you want to publish.
15. Click the Status drop-down list on the toolbar and select Published.

If you haven't already installed the BI Publisher plug-in for Microsoft Word, install it now. You can find it here: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html. Use one of the following:

Note: For the full list of system requirements, applications, and application version levels refer to the Primavera Unifier Tested Configurations in the Primavera Unifier Documentation Library.

• Oracle BI Publisher Desktop for 32 bit Office on Windows (245 MB)
• Oracle BI Publisher Desktop for 64 bit Office on Windows (245 MB)

Refer to the documentation included with BI Publisher for more information on using this plug-in.

Related Topics

About Configuring BI Publisher for Primavera Unifier

Getting Started with BI Publisher Reports

Downloading BI Publisher

Configuring BI Publisher for Primavera Unifier Reporting

Configuring BI Publisher in Primavera Unifier

Setting Permissions for Custom Reports

Creating Data Views

Adding Permissions to Run BI Publisher Reports

Configuring BI Publisher Reports to Use Unifier Images

Running the BI Publisher Report in Primavera Unifier

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Last Published Wednesday, December 16, 2020