Introduction to Oracle BI Publisher 11g
Course Agenda
Overview of Oracle BI Foundation Suite
Overview of Oracle Fusion Middleware
Overview of Oracle BI EE
Evolving role of BI
Addressing BI Requirements
Functions of Reporting Systems including Challenges
BI Publisher as a Strategic Reporting Solution for All Applications
BI Publisher Technology and Architecture
Functional Components
Layout Templates
Enterprise Server Architecture and Performance and Scalability
Document Generation Process and Output Formats
Supported Data Sources
Underlying Technology
Bursting Overview
Internationalization and Language Support
Getting Started with BI Publisher
Logging In, the Home Page, and Global Header, and Setting Account Preferences
Viewing Reports
Managing Repository Objects
Creating Reports: Workflow
Opening Report Editor and Selecting a Data Model
Previewing and Configuring Layouts
Setting Report Properties
Using Excel Analyzer
Using Data Model Editor to Create Data Models Based on a SQL Query Data Set
Exploring the Schemas Used in the Course
Exploring the Data Model Editor UI
Examining the Supported Data Sources and Creating a JDBC Connection
Defining a JDBC Connection
Creating a Simple Data Model Based on a SQL Query Data Set
Viewing Sample XML Data Sets
Adding Parameters and LOVs to the Query
Viewing Reports with Parameters
Working with Layout Editor
Opening the Layout Editor
Navigating and Reviewing the Layout Editor UI
Creating a Layout by Using a Basic Template
Inserting a Layout Grid
Adding a Table, Formatting Columns, Defining Sorts and Groups, and Applying Conditional Formats
Inserting and Editing Charts, and Converting Charts to a Pivot Table
Adding Repeating Sections, Text Items, and Images
Working with Gauges
Creating RTF Templates by Using Template Builder
Exploring and using Template Builder (in MS Word)
Using the BI Publisher Menu Bar
Craeting an RTF Template froma Sample, Changing Field Properties, and Previewing Table Data
Adding a Chart to an RTF Template
Designing an RTF Template for a BI Publisher Report
Creating a BI Publisher Report by Using Template Builder
Exploring the Basic and Form Field Methods
Exploring Advanced RTF Template Techniques Including Conditional Formats, Watermarks, Page-Level Calculations, Running Totals, Grouping, and Sorting
Working with Style Templates and Sub Templates
Explaining Style Templates
Creating and Managing Style Templates, and Creating an RTF File and Defining Formatting Styles to Create the Style Template
Uploading Localized Version of the RTF Template
Associating Style Templates with Reports, Assigning it to RTF Report Layouts, and Creating RTF Templates for Use with a Style Template
Describing Sub Templates, Creating an RTF Sub Template, Main RTF Template, Locally Testing, and Uploading
Describing and Defining XSL Sub Templates
Creating and Implementing XSL Sub Templates
Calling XSL Sub Templates
BI Publisher Server: Administration and Security
Describing the Administration Page
Setting, Viewing, and Updating Data Sources
Describing the Security Model for BI Publisher and Oracle Fusion Middleware
Describing Groups, Users, Roles, and Permissions
Describing Delivery Options Including Print, Fax, Email, WebDav, HTTP Server, FTP, and CUPS
Describing and Configuring BI Publisher Scheduler
Describing Runtime Configuration and Properties
Integrating with Oracle BI Presentation Services
Scheduling and Bursting Reports
Scheduling and Describing a Report Job and Related Options
Managing and Viewing a Report Job
Viewing Report Job History
Describing Bursting
Adding a Bursting Definition to a Report
Performing Translations
Describing Translation Types
Translating by Using the Localized Template Option
Translating by Using the XLIFF Option
Managing XLIFF Translations on BI Publisher Server
Describing the Overall Translation Process
Describing Catalog Translation
Exporting and Importing the XLIFF for a Catalog Folder
Integrating BI Publisher with Oracle BI Enterprise Edition
Configuring Presentation Catalog and Presentation Services Integration
Navigating Oracle BI EE
Creating a Data Model and Report Based on an Oracle BI Analysis
Adding a BI Publisher Report to an Oracle BI EE Dashboard
Creating a Data Model and Report Based on a BI Server SQL Query Process
Creating Data Models and BI Publisher Reports Based on Other Data Sources
Describing the Web Services Data Source
Describing the HTTP (XML/RSS Feed) Data Source
Explaining Proxy Setting for Web Services and HTTP Data Sources
Creating a BI Publisher Report based on an External Web Service
Creating a BI Publisher Report based on an HTTP Data Set
Creating a BI Publisher Report based on an Excel Spreadsheet