bi answer - sanjay joshi

7/31/2019 BI Answer - Sanjay Joshi

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Step# 4 once you select all dimensions and filters. The screen may look like this. In the given

screenshot, I havent selected any filter so the Filters section is empty. However you could select one

by Ctrl+Select to place the filter in the screen. Click the view button to view how your request

output looks like. Save the below Requests, I have given as Report16_V1 name.

Step# 5 In the below screen I have selected [Ctrl+Select] Customer Name as Filter so it opens

Create/Edit Filter Dialog box. Here we can specify the Customer name as default filter.

Step# 6 Answer Query processed output


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Step# 7 Your Answer Request is ready now. we are going to convert it to BI Publisher. Open MS

Word and Click on Oracle BI Publisher Log On Screen.

Step# 8 Once your username and password get authenticated, you can see the below screen. SelectOracle BI from the Workspace Dropdown and select your BI Answer Request you created.


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Step# 9 Double click the file, it will open the SaveAs dialogbox.

Step# 10 Once file saved to the desired location, open BI Publisher.

Step# 11 Open the folder where you saved file[Report16_V1]. Click view button to view the file.

Step# 12 This will open the Report. Later I added the Customer Name as Filter so you can see the

customer name as dropdown filter. You can notice one thing the Template Dropdown is empty now.


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Well upload the layout and publish it in later screen shots. Select the Data in next dropdown and

click view to generate the XML file from Answer Request.

Step# 13 Click the Export button to export the XML file so that this XML could be used as source

to create Template.

Step# 14 Next Load this XML file as Data Source. Select Data -> Load XML Data. We are using

simple tabular format in our first example to make it simple.

Step# 15 Now well create the Template to Publish this report in a given Template format. Select

Table Wizard as given in screen.


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Step# 16 Select Table from the list and follow the steps given in screen shots

Step# 17 Select your desired columns from the list.


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Step# 18 Specify the Group by Option to group the Records based on Certain Criteria [i.e. Product

Category]

Step# 19 Select the sort criteria to order the records base on certain column.

Step# 20 Select what label you want to display to the business. The two rectangles say the Technical

Name Vs Business Name.

Step# 21 Once selected it may look like this.


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Step# 22 To preview the output select Preview -> RTF, this will prompt you to save the Template

before previewing it. The save the Template and give Demo_Report.rtf file name. The file can only

be in the rtf format.

Step# 23 The report output look like this in tabular format. In the advance tutorials well see how

to use custom complicated template.

Step# 24 Well Publish this Template so Business Users can see it in Dashboard.

Step# 25 Click Edit Click Report -> Data Model -> data. You can see the Default Data Source is

Oracle BI EE as opposed to any RDBMS.


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Step# 26 Now well upload this template and Business Users will see the report in this Template

format.

Step# 27 Select Upload Template -> Browse Select


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Step# 28 Once layout got selected its time to select the XML. Data File. Select Upload Sample

Data-> Browse and Upload and upload the XML file we saved last time[in Step #13].

Step #29 Name the Template Demo Report


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Step #30 View the report to make sure the uploaded template is working fine.

Step#31 Now well place the BI Publisher report in Dashboard and give final view to Business

Users. Log In to Dashboard.

Step#32 Select Dashboard Link.

Step #33 Drag and Drop Text to Specify the Heading Text.


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Step # 34 Select Text Properly to Write Heading in Bold This is an Example of BI Publisher

Report

Step # 35 Finally Drag and Drop the BI Publisher Report.


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Step # 36 Now you can Save the Dashboard and view the result in Dashboard.

bi answer - sanjay joshi

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