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Creating Reports Using BI Publisher GUI

- Shalini Goel

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BIP Processing : Basic Flow Diagram

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Two ways of creating reports using Oracle BIP GUI.

 Creating simple SQL Queries type Data Set. – Use it when only
single SQL query is used for fetching data in the report.

 Creating Data Template type Data Sets. – Use it when there is

multiple SQL queries need to be used for fetching the data in the
report.

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 Creating Reports using SQL Query Dataset
STEP 1: Log into BI Publisher screen – http://[localhost]:[port]/xmlpserver/

STEP 2: Login as Username : ‘Administrator’ and Password :‘Administrator’

STEP 3: Click on link on the dashboard.

STEP 4: Click on link & enter folder name

and click on ‘Create’ button.

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 Creating Reports using SQL Query Dataset –Contd..
STEP 5: Click on link on the dashboard.

STEP 6: Click on link & enter Report Name

and click on ‘Create’ button.

STEP 7: Click on link.

STEP 8: Click on ‘Data Model’ and then ‘New’.

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 Creating Reports using SQL Query Dataset –Contd..
STEP 9: Enter following entries and query.

STEP 10: Click on tab.

Note: Tab shown on extreme right can also be used to create queries and joins.

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 Creating reports using SQL Query Dataset –Contd..
Following file named as SQLDataSet_Report.xdo gets created at
{BIP_HOME}\xmlp\XMLP\Reports\MyFolder\SQLDataSet_Report location

Note: Above File is automatically created after Step 10 mentioned in previous Slide. Whenever any thing is changed
in BI Publisher UI for this specific report, this file will automatically reflect the changes.

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Creating Reports using SQL Query Dataset –Contd..
STEP 11: Click on link to view the report.

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Creating Reports using SQL Query Dataset –Contd..

STEP 12: Click on Tab.

Note: As there is no Template, so report will be shown in XML Data Format. (shown on right)

STEP 13: To create Templates, download “Template Builder’. Click on

‘Shared folders’ link.

STEP 14: Click on ‘Template Builder’ link on LHS to download Template

Builder.

Note: After its installation, you will find a separate ‘Add Ins’
Tab in MS Word – used for including BI Publisher Template Builder facilities..

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 Creating Templates For SQL Query Dataset Report
STEP 1: Create a SQLDataSet_Report.rtf

STEP 2: Go to and then

STEP 3: Login with same earlier used credentials and url.

STEP 4: Select the report for which Template is to be created. It simply loads
the data(as shown in XML Data format earlier)for creating Templates.

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 Creating Templates For SQL Query Dataset Report –Contd..

STEP 5: Create a table that will display BankerId & FirstName

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 Creating Templates For SQL Query Dataset Report –Contd..

STEP 6: Select and finish the wizard by clicking Next.

A table will be created finally. Afterwards, it’s normal formatting as per requirements.

‘Preview’ Option can be used to preview the report output.

© 2009 Oracle Financial Services. All rights reserved. 14

 Creating Templates For SQL Query Dataset Report –Contd..
STEP 7: Final step is uploading the Template to report’s directory
{BIP_HOME}\xmlp\XMLP\Reports\MyFolder\SQLDataSet_Report location

Enter ‘Template1’ as Template name and

click ‘OK’

STEP 8: Again Go back to BIPublisher UI and repeat Step 11 &12 of Slide #10.’ Template1’
will be shown in the drop down which can be used to view report as a PDF.

© 2009 Oracle Financial Services. All rights reserved. 15

 Creating Reports using DataTemplate Dataset
STEP 1 Login to BI Publisher UI and open ‘MyFolder’ folder
Note: Refer Step 1 to 5 of slide # 6 and 7 for more details

STEP 2: Click on link & enter Report Name

and click on ‘Create’ button.

STEP 3: Click on link.

STEP 4: Click on ‘Data Model’ and then ‘New’.

© 2009 Oracle Financial Services. All rights reserved. 16

 Creating Reports using DataTemplate Dataset –Contd..
STEP 5: Enter following entries and query.

STEP 6: Click on tab.

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 Creating Reports using DataTemplate Dataset –Contd..
A file named as DataTemplateDataSet_Report.xdo gets created at
{BIP_HOME}\xmlp\XMLP\Reports\MyFolder\DataTemplateDataSet_Report location. Below
is shown a sub-section of that xdo file. This is actually what we entered in STEP 5 of
previous slide.

<dataTemplate> - Root tag element

<dataQuery> - multiple <sqlStatement> tags can exist inside it.
<sqlStatement> - tag is used for one single SQL query
<dataStructure> - tag is used for structuring the data output in xml format.

© 2009 Oracle Financial Services. All rights reserved. 18

 Creating Reports using DataTemplate Dataset –Contd..
STEP 7: Click on link to view the report.

STEP 8: Click on Tab.

Note: As there is no Template, so report will be shown in XML Data Format. (shown on right)

© 2009 Oracle Financial Services. All rights reserved. 19

 Creating Templates For DataTemplate Dataset Report –Contd..

STEP 1: Create a DataTemplateDataSet_Report.rtf

STEP 2: Go to and then

STEP 3: Login with same earlier used credentials and url.

STEP 4: Select the report for which Template is to be created. It simply loads
the data(as shown in XML Data format earlier)for creating Templates.

© 2009 Oracle Financial Services. All rights reserved. 20

 Creating Templates For DataTemplate Dataset Report –Contd..

STEP 5: Create two tables

1. One will display BankerId & BankerName
2. One wil display Cust Id & CustName

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 Creating Templates For DataTemplate Dataset Report –Contd..

STEP 6: a)For Table 1- Select

and finish the wizard by clicking Next.

b)For Table 2- Select

and finish the wizard by clicking Next.

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 Creating Templates For DataTemplate Dataset Report –Contd..

A table will be created finally. Afterwards, it’s normal formatting as per requirements.

‘Preview’ Option can be used to preview the report output.

STEP 7: Final step is uploading the Template to report’s directory

{BIP_HOME}\xmlp\XMLP\Reports\MyFolder\DataTemplateDataSet_Report location

Enter ‘Template1’ as Template name and

click ‘OK’

© 2009 Oracle Financial Services. All rights reserved. 23

 Creating Templates For DataTemplate Dataset Report –Contd..

STEP 8: Again Go back to BIPublisher UI and repeat Step 7 &8 of Slide #19.’ Template1’
will be shown in the drop down which can be used to view report as a PDF.

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 Thank You

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© 2009 Oracle Financial Services. All rights reserved. 26