Monday, May 3, 2010

BI PUBLISHER


        Hi here I will show u some example how BI PUBLISHER WORKS.
Points to be done before accessing BI PUBLISHER.
        Be sure that RPD that we are using is saved in config file of BI Admin Tool, and in answers make sure that we have access to use the BI PUBLISHER.
Try With SAMPLE SALES shema, Don't try for SH schema as i encountered errors while accessing it.

1.Navigate like the below scren shot and log in.



    2.LOG IN by Providing the username and password.



                
    3.Select Shared folders and cretae one folder with ur name as u wish then click on it.








    4.I have already my folder with my name "rushi" and I have 4 already existed reports, now I am going to create a new report, as u feel realistic.Click on "CREATE NEW REPORT",on left side of the page, make sure that u are inside the ur folder.







    5. Created new report named "BI DEMO". Mke sure that specified report is placed in ur folder after created it.






    6. Now click "EDIT" button ubder the "BI DEMO" report, then below screen shot will displays.





    7.Now click on the "DATA MODEL", left side of the page.





    8.Click "NEW" on top of the DATA MODEL ICON. As shown in the below screen shot.





    9.Then "NEW DATA SET" will displays under the "DATA MODEL"





    10. Rename it by "BI DEMO". And click "QUERY BUILDER".






    11.By clicking "QUERY BUILDER" we will get the following screen page.now select the query type u want to execute.





    12.click on the "D1 CUSTOMER" on left side page then it will displays on right side of the page, now select "CUSTNAME" in that by "CHECKING" it just as shown below.





    13. Selcet like that another two more as per ur requirements, here I am taking the "SAMPLE SALES" shema.










    14.After selecting ur query just click on "RESULTS" on the top the page , it will show u the results.







    15.Now click "SAVE",it willl be saved, and come back to main page and select "VIEW".








    16. AGAIN CLICK SAVE OPTION HERE AS SHOWN IN BELOW SCREEN SHOT.




    17. BY clicking "VIEW" it will show u the xml query.
    and click "EXPORT".





    18.by clicking "VIEW "it will displays like this .





    19.Now click on the "EXPORT", then save that XML file in ur specified saved position.





    20.I saved it with name "BI DEMO.xml"




    22.now open a word document and click"ADD-INS then u can see "ORACLE BI PUBLISHER", click "LOG ON" and enter user name and password and beolw server is just copy the "BI PUBLISHER" server Address.





    23.Now click "DATA" and click "LOAD SAMPLE XML DATA".





    24. Select the path where u saved the "BI DEMO.xml" file and select it and click "OPEN".





    25.Then it will show the "DATA LOADEDE SUCESSFULLY".





    26. Now click on "INSERT" and select "TABLE WIZARD".



    27.It will display the table wizard select "TABLE" and click "NEXT".





    28. Be sure that DATA SET be the "ROWSET/ROW" option enables.click "NEXT".





    29.select all the columns in to the right side by clicking ">>". And then click "NEXT".





    30.select GROUPBY as "BILLDATE", then by "ORDER DATE" as shown below. And click "NEXT".










    31.Now select the SORT BY as "ASCENDING " by "CUST NAME", and CLICK "NEXT".


    32.Now click "FINISH".



    33. IT WILL SHOW U SOME THING LIKE THIS FORMAT IN THE WORD DOCUMENT.



    34.Now click on the "PREVIEW" button and select ur type of "PREVIEW", here I select for "PDF" format then it will show u the Results in PDF format.




    35. Click ok for this as it saves in the RTF format, and Name it as u wish.



    36.Here I just saved it by name "TEMPLATE BUILDER1", but actually it will show u the default name as Template Builder.



    37.Then Finally U will get Results in The "PDF FORMAT",,……….




    HOPE THIS MAY HELP U

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