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Oracle® Business Intelligence Publisher
Report Designer's Guide
Release 10.1.3.4
Part No. E12187-01
August 2008
Oracle Business Intelligence Publisher Report Designer's Guide, Release 10.1.3.4
Part No. E12187-01
Copyright © 2003, 2008, Oracle and/or its affiliates. All rights reserved.
Primary Author: Leslie Grumbach Studdard
Contributing Author: Ahmed Ali, Tomoji Ashitani, Hisaki Danjo, Tim Dexter, Mike Donohue, Klaus
Fabian, Chiang Guo, Edward Jiang, Incheol Kang, Kazuko Kawahara, Hide Kojima, Hok-Min Lie, Nikos
Psomas, Kei Saito, Pradeep Sharma, Ashish Shrivastava, Elise Tung-Loo, Yang Wei, Shinji Yoshida
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks
of their respective owners.
This software and related documentation are provided under a license agreement containing restrictions on
use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your
license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,
transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse
engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is
prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If
you find any errors, please report them to us in writing.
If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf
of the U.S. Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and technical data delivered to U.S. Government
customers are "commercial computer software" or "commercial technical data" pursuant to the applicable
Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication,
disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the
applicable Government contract, and, to the extent applicable by the terms of the Government contract, the
additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle
USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.
This software is developed for general use in a variety of information management applications. It is not
developed or intended for use in any inherently dangerous applications, including applications which may
create a risk of personal injury. If you use this software in dangerous applications, then you shall be
responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of
this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this
software in dangerous applications.
This software and documentation may provide access to or information on content, products and services
from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all
warranties of any kind with respect to third party content, products and services. Oracle Corporation and its
affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third
party content, products or services.
iii
Contents
Preface
1 Introduction
Overview of the Oracle Business Intelligence Publisher Report Designer's Guide............... 1-1
2 Getting Started
Accessing Business Intelligence Publisher Enterprise.............................................................2-1
Setting Preferences.................................................................................................................... 2-2
3 Viewing and Scheduling Reports
Navigating the Reports Repository...........................................................................................3-1
Viewing a Report Through the Report Viewer........................................................................ 3-2
Using the Online Analyzer....................................................................................................... 3-6
Using the BI Publisher Analyzer for Excel............................................................................. 3-11
Scheduling a Report
................................................................................................................ 3-15
Scheduling a Report To Be Burst............................................................................................ 3-20
Using Oracle BI Publisher in Oracle Enterprise Performance Management Workspace
..... 3-20
Using Oracle BI Publisher in Oracle Smart Space, Fusion Edition....................................... 3-22
Managing Your Scheduled Reports
........................................................................................ 3-24
Viewing Report History and Saved Output
........................................................................... 3-25
4 Creating a New Report
Process Overview
...................................................................................................................... 4-1
Create the Report Entry and Specify General Properties
......................................................... 4-2
Using the Report Editor
.............................................................................................................4-3
Defining the Data Model
.......................................................................................................... 4-6
iv
Adding Parameters and Lists of Values....................................................................................4-9
Adding Layouts to the Report Definition...............................................................................4-13
Creating an RTF Template Using the Template Builder for Word.....................................4-17
Adding a PDF Template to Your Report............................................................................ 4-24
Enabling Bursting.................................................................................................................... 4-30
Accessing Reports via a URL...................................................................................................4-34
5 Defining the Data Model for Your Report
Introduction............................................................................................................................... 5-1
About the Data Model Options................................................................................................ 5-1
Defining a SQL Query Data Set Type...................................................................................... 5-3
Using the Query Builder...................................................................................................... 5-4
Defining an HTTP Data Set Type........................................................................................... 5-10
Defining a Web Service Data Set Type.................................................................................. 5-11
Defining a Data Template Data Set Type............................................................................... 5-18
Defining an Oracle BI Answers Request Data Set Type........................................................ 5-18
Defining an Oracle BI Discoverer Data Set Type
...................................................................5-20
Defining a File as a Data Set Type
.......................................................................................... 5-22
Defining an MDX Query Data Set Type
................................................................................ 5-22
6 Building a Data Template
Introduction
............................................................................................................................... 6-1
The Data Template Definition.................................................................................................. 6-2
Constructing the Data Template............................................................................................... 6-6
Using the Data Engine Java API............................................................................................. 6-26
Calling a Data Template from the Java API....................................................................... 6-26
Sample Data Templates.......................................................................................................... 6-29
7 Creating an RTF Template
Introduction
............................................................................................................................... 7-1
Supported Modes................................................................................................................. 7-1
Prerequisites
........................................................................................................................ 7-2
Overview................................................................................................................................... 7-2
Using the BI Publisher Template Builder
............................................................................. 7-2
Associating the XML Data to the Template Layout
............................................................. 7-3
Designing the Template Layout
................................................................................................7-6
Adding Markup to the Template Layout
.................................................................................. 7-7
Creating Placeholders
.......................................................................................................... 7-7
Defining Groups
................................................................................................................ 7-11
Defining Headers and Footers
................................................................................................ 7-15
v
Native Support...................................................................................................................7-15
Inserting Images and Charts................................................................................................... 7-17
Images................................................................................................................................ 7-17
Chart Support.................................................................................................................... 7-18
Drawing, Shape, and Clip Art Support.................................................................................. 7-29
Supported Native Formatting Features...................................................................................7-40
General Features................................................................................................................ 7-40
Alignment.......................................................................................................................... 7-41
Tables................................................................................................................................. 7-41
Date Fields......................................................................................................................... 7-44
Multicolumn Page Support................................................................................................ 7-45
Background and Watermark Support................................................................................ 7-46
Template Features................................................................................................................... 7-48
Page Breaks
........................................................................................................................ 7-48
Initial Page Number
........................................................................................................... 7-49
Last Page Only Content .................................................................................................... 7-50
End on Even or End on Odd Page..................................................................................... 7-53
Hyperlinks......................................................................................................................... 7-53
Table of Contents............................................................................................................... 7-56
Generating Bookmarks in PDF Output.............................................................................. 7-56
Check Boxes....................................................................................................................... 7-57
Drop Down Lists................................................................................................................ 7-58
Conditional Formatting........................................................................................................... 7-61
If Statements
...................................................................................................................... 7-62
If Statements in Boilerplate Text
.................................................................................. 7-62
If-then-Else Statements
...................................................................................................... 7-63
Choose Statements............................................................................................................. 7-64
Column Formatting........................................................................................................... 7-65
Row Formatting................................................................................................................. 7-68
Cell Highlighting
............................................................................................................... 7-70
Page-Level Calculations.......................................................................................................... 7-72
Displaying Page Totals
...................................................................................................... 7-72
Brought Forward/Carried Forward Totals......................................................................... 7-74
Running Totals
................................................................................................................... 7-78
Data Handling......................................................................................................................... 7-80
Sorting
................................................................................................................................ 7-80
Checking for Nulls
............................................................................................................. 7-80
Regrouping the XML Data
................................................................................................. 7-81
Using Variables
....................................................................................................................... 7-87
Defining Parameters
................................................................................................................7-88
Setting Properties
.................................................................................................................... 7-90
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