Sunday, October 27, 2013

OBIEE 11G : BI Published Reporting steps in OBIEE 11G

Sample steps to create a report using Published Reporting options in OBIEE 11g.

Note: Make sure that JDBC connection is configured for BI Publisher.

1.       Data Model Creation
2.       Report Creation
3.       Using Sub Template
4.       Configuration

1.       Create Data Model:
Click on Data Model


 
Enter the details as below.

Note: Select the Data Source Name which is created to connect database.



Now click on Data Sets on the left pane and select sql query and click on OK.

Data Set will be displayed with selected columns in the SQL query.


Now click on Save As button and specify the data model name and Folder to save data model.



Click on xml button and the click on Run



Export the generated xml by clicking on Export Xml button and click on save as sample data also.



2.       Report Creation
Step1: Assign Data Model

Now Click on New-->Report under Published Reporting


It prompts to choose existing data model. Select data model which was created already (Sample_DM) and click on save to save the report.



Step 2: Design Template

Here we can design layouts in two ways.

Design Template in OBIEE

Design layout by selecting one of the Basic Templates available and it takes you to design screen.



Drag and Drop the columns in the data table and save the layout.





Design Template in MS Word

Design the RTF template using xml file generated after data model creation


Go to catalogà Open the report  à Edit Report



Click on Add New Layout



Click on upload to upload the RTF template created in MS Word.


Enter the Details as below and Browse the RTF template which was created.


Click on upload and save it and Click on View Report to see the report. Two tabs will be displayed with two layouts. One is created inside OBIEE and other one is created in MS Word.



3.       Sub Template Creation:

Note: Follow same steps to create Style Template as well.
Create sub template in MS Word


 

Click on Sub Template under Published Reporting.



Enter the Details and click on OK


Enter sub template name and save it in the folder.


Create Template in MS Word and call the sub template.

Note:  Path given in the below code should be changed according to sub template path in OBIEE.

<?import:xdoxsl:///BIP/sample_subtemplate.xsb?>
<?call:Header1?>



Upload the RTF template and save it.


Click on View Report to see the Layout in which sub template is called. It will display the logo which is used in Sub Template.



4.Configuration
Click on Administrator Tab


Click on Manager BI Publisher



Click on JDBC Connection
Enter the details such as data source name, Connection String, User Name, Password etc.

Data source will be created with given name.

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