03 introduction to oracle bi publisher desktop

8/12/2019 03 Introduction to Oracle BI Publisher Desktop

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03 Introduction to Oracle BI Publisher Desktop

Table of Contents11i Oracle XML Publisher Fundamentals: Introduction to Oracle BI Publisher Desktop

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Installin" and Openin" #ord3

Basic $emplate%

Loadin" the &ample XML Data'

Loadin" (omplete)

&ettin" the *ddress)

(hoosin" the *ddress Fields +

&ettin" the Other &imple Fields+

Pre,ie-in" .our Pro"ress10

Insertin" a $able 11&ettin" Instruction Pre/erences11

&ettin" Instruction Pre/erences1!

(reatin" the $able 13

nd esult 1)

(han"in" Field Properties 12

Pre,ie- .our Pro"ress 1+

(reatin" a (hart !0

Placeholder!3

Pre,ie-in" .our Pro"ress!%

&tudent Lab !'

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11i Oracle XML Publisher Fundamentals: Introduction to

Oracle BI Publisher Deskto

Oracle BI Publisher Deskto is an e!tension to Microsoft "ord #$%%% or

later& that simli'es rich te!t format #(TF& creation) Oracle BI Publisher

Deskto allo*s the follo*in+ functions:

Insert data 'elds)

Insert data,dri-en tables)

Insert data,dri-en forms)

Insert data,dri-en charts)

Pre-ie* .our temlate *ith samle XML data)

Bro*se and udate the content of form 'elds)

/!tract boilerlate te!t into an XLIFF translation 'le and testtranslations)

"hat Is Oracle BI Publisher Deskto0

*ll o/ these steps and man4 others can be per/ormed manuall4 Oracle BI Publisher

Desktop simpli5es the common tasks associated -ith creatin" an Oracle BI

Publisher $F template

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Installin+ and Oenin+ "ord

Oen Microsoft "ord)

If Oracle BI Publisher Deskto *as roerl. installed .ou

should see the follo*in+ on .our menu bar)

Often .ou ha-e a startin+ temlate from *hich to be+in) For the sake of

an e!amle look at the follo*in+ temlate:

Balance Letter 2tart)rtf

2tartin+ the "alk,Throu+h

$he de/ault location /or student sample 5les is:

D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples

From that director4 there are three subdirectories:

e$e7t templates

PDF templates

$F templates

$he 5les used in this demonstration and its associated lab are kept in the $Ftemplates subdirector4 &peci5call4 the 5les are located as /ollo-s:

D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples6$F templates6Balance

Letter

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Basic Temlate

Basic Temlate

8othin" about this template is uni9ue to Oracle BI Publisher .ou could ust ha,e

easil4 started /rom a blank document .ou ust sa,ed some t4pin"

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Loadin+ the 2amle XML Data

From the Data menu select Load XML Data)

3ou are +oin+ to load Balance)!ml)

8ote: .ou must lea,e the template open as 4ou load the XML data

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Open the Balance)!ml5le as 4our XML sample data

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Loadin+ ComleteIf .ou successfull. loaded the samle XML Data .ou see the follo*in+:

2ettin+ the 4ddress

Position the cursor in the "ord document *here .ou *ant to

insert the address)

From the Insert menu select Field)

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2ettin+ the 4ddress

5ote:$hrou"hout the startin" document 4ou -ill see se,eral placeholders such as

the /ollo-in":

.ou must remo,e these placeholders and replace them -ith the appropriate 5elds

5ote:.ou -ill also ha,e to adust the position o/ the cursor t4picall4 b4 pressin"the nter ke4 -hen insertin" 5elds I/ 4ou do not all the 5elds -ill appear on the

same line

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Choosin+ the 4ddress Fields

2elect 6C72TOM/(854M/9 and then click Insert)

In the same *a. click Insert after selectin+ the follo*in+:

64DD(/228LI5/819

64DD(/228LI5/8$9

64DD(/228LI5/89

64DD(/228LI5/8;9

6CIT39

62T4T/9

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6428OF8D4T/9 for 6I52/(T 42 OF D4T/ =/(/9

6T(X8C7((/5C38COD/9 for 6I52/(T C7((/5C3 =/(/9

6C8I5>8OP/58B4L45C/9 for 6I52/(T C7((/5C3 B4L45C/

=/(/9

5ote: 4t this oint .ou should insert 'elds onl. for uni?ue data 'elds) 3ou

*ill handle the data table in the ne!t section)

Pre-ie*in+ 3our Pro+ress

2a-e .our *ork as Balance Letter /nd)rtf)

From the Pre-ie* menu select .our format:

PDF to see the document in 4crobat (eader

=TML to see the document in .our bro*ser

(TF to see the document in Microsoft "ord

/XC/L to see the document in Microsoft /!cel

5ote: The re-ie* should sho* >ision Oerations *ith a C4D #Canadian

dollar& balance of 1@%%)

#hen 4ou sa,e 4our -ork be certain to do a &a,e *s instead o/ ust &a,e

(*D -ill sho- up in these reports (*D is the currenc4 code /or (anadian dollars

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Insertin+ a Table

Oracle BI Publisher Deskto oAers a function that +enerates a table for.ou)

Oracle BI Publisher Deskto can build the table usin+ 4bbre-iated or

Descriti-e instructions) 4bbre-iated instructions make the temlate

easier to read) Descriti-e ones make the temlate easier to understand)

The follo*in+ demo uses Descriti-e instructions)

2ettin+ Instruction Preferences

From the Tools menu choose Otions)

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2elect the Build tab)

2elect Descriti-e as sho*n)

Click O to 'nish)

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Creatin+ the Table

The document should include a table of all in-oices at the lace in the 'lelabeled 6I52/(T T4BL/ OF I5>OIC/2 =/(/9 that are not or onl. artiall.

aid) From the Insert menu select TableForm to oen the TableForm

dialo+ bo!)

5ote:#hen 4ou create the table usin" Insert > $able > *d,anced 4ou -ill not be

able to properl4 create the table usin" the $able #i?ard

In the Data 2ource #left& anel choose the 68I5>OIC/29

element b. dra++in+ it to the Temlate #center& anel)

"hen the dialo+ bo! aears choose Dro 4ll 5odes)

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Creatin+ the Table

.ou should click a"ain on the @ In,oices element in the center ,ie- $he Properties

re"ion on the ri"ht sho-s ho- the data 5elds -ill be /ormatted .ou should see the

in/ormation displa4ed in the slide

For each "roup 4ou can set the /ollo-in" properties that describe ho- a "roup Asuch

as @ In,oices should be rendered b4 the Oracle BI Publisher Desktop:

&t4le: &elect $able to create a table around the data 5elds

@roupin": @roupin" is an ad,anced operation that allo-s 4ou to

reC"roup the data /or e7ample b4 transaction date instead o/

currenc4 .ou can select the element that the data should be

"rouped b4 /or this propert4 e/er to the Oracle BI Publisher

Users Guide/or additional in/ormation on "roupin"

&ho- @roupin" Ealue: $his propert4 -ill onl4 be sho-n i/ 4ou

ha,e selected a node created b4 the @roupin" /unctionalit4 .ou

can choose /or a "roup i/ the Data Field node used as a "roupin"

criterion is sho-n in the table or /orm &ort B4: .ou can select an element b4 -hich the data "roups are

sorted

&ort Order: I/ 4ou ha,e selected an element /or &ort B4 4ou can

select i/ the data should be sorted either ascendin" or

descendin"

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/nd (esult

.our resultin" table should look as /ollo-s:

$he Oracle BI Publisher Desktop creates t-o kinds o/ /orm 5elds:

Form 5elds representin" data elements

Form 5elds -ith processin" instructions /or repeatin" table ro-s

or document section

Form 5elds representin" data elements are replaced -ith the data -hen the

template is processed $he /orCeach @JI8EOI(&K and end @JI8EOI(&K /orm

5elds indicate a repeatin" section $he section o/ the document encapsulated b4

these t-o /orm 5elds is repeated i/ the associated data element @JI8EOI( is /ound

repetiti,el4 in the data e/er to the Oracle BI Publisher Users Guide/or additional

in/ormation about /orm 5elds

.ou can no- /ormat these elements in Microso/t #ord and add additional te7t .ou

can also mo,e 5elds around as lon" as 4ou keep them in the surroundin" /orCeach

@JI8EOI(& and end @JI8EOI(& processin" instruction I/ 4ou remo,e one o/ these

processin" instructions 4our template ma4 not -ork an4more -ith Oracle BI

Publisher.ou no- can pre,ie- the template a"ain to re,ie- 4our current template Asee

abo,e .ou probabl4 -ould like to chan"e the ali"nment o/ the table columns or

chan"e the data t4pe and /ormat /or the amounts For e7ample select the

$*8&J*MO8$ 5eld ri"htCclick and select Properties to see the $e7t Form Field

Options dialo" bo7

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Chan+in+ Field Proerties

2elect the T(45284MO75T 'eld ri+ht,click and selectProerties to see the Te!t Form Field Otions dialo+ bo!)

Chan+in+ Field Proerties

.ou ma4 select 8umber in the $4pe 5eld 000 /or 8umber /ormat and enter

100000 as the De/ault 8umber to achie,e a more desirable /ormat /or currencies

in & Dollar It is recommended not to use currenc4 si"ns such as N in the /ormat

strin" because it ma4 lead to diculties in supportin" multiple lan"ua"es -ith a

sin"le template

Formattin" options de5ned in this dialo" bo7 are understood b4 Oracle BI Publisher

and used to /ormat 4our 5elds $r4 to modi/4 the template to "et an idea -hich #ord

/unctions are supported b4 Oracle BI Publisher ''

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Pre-ie* 3our Pro+ress

Be/ore 4ou pre,ie- 4ou -ork be certain to sa,e it as Balance Letter ndrt/

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Creatin+ a Chart

Oen (etails 2ales 2tart)rtf)

From the Insert menu select Chart)

On the left tree anel select the (o* element)

2elect Industr. for rouin+)

2elect 2um of 2ales for Measure)

2elect Pie Chart as the T.e)

Click O)

Look at the laceholder)

2a-e the reort as (etail 2ales /nd)rtf)

Pre-ie* .our reort)

Creatin+ a Chart

$he data used /or creatin" the open balance letter is not -ell suited to create a

chart $here/ore close the Balance Letter 5le Open the /ollo-in" 5le:

D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples6$F templates6&ales

eport6etail &ales &tartrt/

Load the etail&ales7ml 5le in the D:EPro+ram FilesEOracleEXML Publisher

DesktoEsamlesE(TF temlatesE2ales (eort/older b4 selectin" Load XML

Data /rom the Data menu $his data contains retail sales data /or dierent

industries .ou -ill create a chart that sho-s the sales per industr4 Oracle BI

Publisher does not support nati,e Microso/t #ord (harts .ou need to create chartsusin" the Oracle BI Publisher Desktop

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&elect $4pe Q Pie (hart

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&elect @roup Q O#I8D&$.

&elect Measure Q sum o/ O#&*L&

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Pre-ie*in+ 3our Pro+ress

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2tudent Lab

(e,create both the reort and the chart for .ourself)

Follo* the same stes on .our PC)

2tudent Lab:

1) Open Microso/t #ord

$) Open the 5le D:EPro+ram FilesEOracleEXML Publisher

DesktoEsamlesE(TF temlatesEBalance LetterEBalance Letter

2tart)rtf

) Load the XML sample data AD:EPro+ram FilesEOracleEXML Publisher

DesktoEsamlesE(TF temlatesEBalance LetterEBalance)!ml

;) eplace the marker -ith the 5elds

and

Format into an appropriate address block

@) eplace the marker -ith the

5eld

) eplace the marker -ith the

5eld

G) eplace the marker -ith the

5eld

H) &a,e 4our pro"ress asBalance Letter /nd)rtf

) Pre,ie- 4our pro"ress in the /ormat APDF =$ML $F X(L o/ 4ourchoice

1%) &et the Tools 9 Otions 9 Build settin" to Descriti-e in the

For,each Form Field section

11) eplace the marker -ith a

table created ,ia $able > *d,anced $he table should ha,e the

"roup and the

and

5elds

1$) (han"e the properties o/ the T(45284MO75T 5eld to the

Default Te!t o/ 1%%%)%% and a Te!t Format o/ JJJ%)%%1) &a,e 4our pro"ress asBalance Letter /nd)rtf

1;) Pre,ie- 4our pro"ress in the /ormat APDF =$ML $F X(L o/

4our choice

1@) (lose the 5le

1) Open the 5le D:EPro+ram FilesEOracleEXML Publisher

DesktoEsamlesE(TF temlatesE2ales (eortE(etail 2ales

2tart)rtf

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1G) Load the XML sample data AD:EPro+ram FilesEOracleEXML

Publisher DesktoEsamlesE(TF temlatesE2ales

(eortsE(etail2ales)!ml

1H) Insert a chart AI8&$ > (=*$ belo- the header

1) &elect the O# element /rom the $ree pane

$%) &elect the I8D&$. /or "roupin"$1) &elect &M o/ &*L& /or measure

$$) &elect the (hart $4pe a PI (=*$

$) (lick the OH button -hen complete

$;) &a,e 4our pro"ress as (etail 2ales /nd)rtf

$@) Pre,ie- 4our pro"ress in the /ormat APDF =$ML $F X(L o/

4our choice

03 introduction to oracle bi publisher desktop

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