Oracle BI Publisher 10g R3: Fundamentals

Course Description

In this course participants gain expertise with Oracle BI Publisher 10g (10.1.3.3) This course teaches to install BI Publisher Desktop,an MS-Word add-in to create report templates. Students learn to create and publish templates for the BI Publisher reports. Students will also perform various administrative tasks such as configuring the scheduler, configuring report delivery media, and setting up Excel analyzer. This course also covers advanced features of BI Publisher such as creating reports with hyperlinks, scheduling and managing scheduled reports, bursting the reports, using online and Excel analyzers to analyze the data in BI Publisher reports, and creating reports from data templates. Hands-on exercises reinforce concepts taught in class. Learn To: Understand the basic concepts and uses of Oracle BI Publisher Understand the underlying X standards Create and use an RTF template Create and use a PDF template Set up, configure, and use Oracle BI Publisher Enterprise server Schedule reports and analyze dataCreate reports based on file, RSS feeds and web services

Skills Gained

• Create and use a portable document format (PDF) template
• Create and use a rich text format (RTF) template
• Describe the integration capabilities of Oracle BI Publisher and Oracle BI Enterprise Edition
• Understand the underlying X standards
• Set up, configure, and use the Oracle BI Publisher Enterprise server
• Schedule reports and analyze data
• Create XML Data template
• Analyze data using Excel analyzer

Who Can Benefit

• Business Analysts
• Business Intelligence Developer
• End Users
• Functional Implementer
• Reports Developer
• Technical Consultant

Prerequisites

• Oracle 10g: XML Fundamentals (D17320GC10 )

Syllabus

Introduction to BI Publisher

• Oracle BI Publisher: Business Document Requirements
• Functions of Reporting Systems
• Oracle BI Publisher Paradigm
• End-to-End View and Salient Features of BI Publisher

Oracle BI Publisher: Technology and Architecture

• Describe the components of Oracle BI Publisher
• Describe the architecture of Oracle BI Publisher
• Describe the Oracle BI Publisher Underlying Technology

Introduction to XML Standards

• Describe Extensible Markup Language (XML), Extensible Stylesheet Language (XSL), and other X Standards objects
• List the components of an XML document
• Create a well-formed XML document
• Describe XML namespaces, document type definition (DTD), XML Schema, and XML Path Language (Xpath)
• Describe XSL and XSL Transformations (XSLT)

Getting Started with BI Publisher: Creating a Simple Report

• Describe the sample schemas used in course practices (HR,OE, and SH)
• Set up a database connection in BI Publisher
• Opening and viewing a Predefined Report
• Create a BI Publisher Report Based on Oracle Database
• Edit the Properties of a Report
• Upload an existing template for the report and view data
• Export or download a BI Publisher report

Creating Simple RTF Templates

• Describe the functions and features of BI Publisher Desktop
• Describe how to install BI Publisher Desktop
• Create RTF templates for a sample report
• Create and publish RTF templates for BI Publisher reports
• Create RTF templates by using the basic, form field methods
• Insert tables, forms, and charts in RTF templates
• Preview results

Advanced RTF Template Techniques

• Use native MS Word features to format RTF templates
• Use other advanced features

Creating Parameters, List of Values (LOVs), and Hyperlinks

• Create a report with parameters and a list of values
• Create a report with a hyperlink to another report

Working with PDF and eText Templates

• The Basics of PDF Templates
• The advanced capabilities of PDF templates
• The basics of eText templates

Using Oracle BI Publisher Enterprise Administration

• Describe BI Publisher–supported security models
• Configure the data sources, users, roles and permissions, and delivery options
• Perform other administrative tasks
• Defining Report Repository

Scheduling Reports and Analyzing Data

• Configure BI Publisher Scheduler
• Schedule BI Publisher Reports
• View the saved output and history
• Manage scheduled reports
• Schedule reports to be burst to: a file location, and email
• Analyze data in reports

Translating Reports

• Describe the type of translations and options for translating reports by using BI Publisher
• Create translation files by using BI Publisher Desktop
• Create translation files by using the BI Publisher Enterprise Server

Creating Reports by Defining XML Data Templates

• Describe the BI Publisher XML data template
• Create an XML data template
• Associate that data template with a rich text format (RTF) template
• View the report

Integration with Oracle BI Enterprise Edition

• Create a BI Publisher report from a BI Answers request
• Create a BI Publisher report from the BI Server
• Create a BI Publisher report from the BI Discoverer worksheet content
• Add BI Publisher reports to BI Interactive Dashboards

Creating Reports Based on Other Data Sources

• Creating a BI Publisher Report Based on Web Services
• Creating a BI Publisher Report Based on RSS Feeds
• Creating a Report Based on a File