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ExploringAdvancedFeaturesofOracleBIPublisher
Thistutorialcontainsthefollowingsections:

Purpose
TimetoComplete
Overview
Scenario
Prerequisites
SoftwareRequirements
CreatingaMasterDetailReport(CreatingDetailed
SummaryReports)
CreatingReportswithConsistentLookandFeelUsing
Subtemplates
DigitallySigningandSecuringPDFDocuments
Bursting
TranslatingReports
CreatingaDataModelwithMultipleDataSets
Summary
Resources

Purpose
ThistutorialcoverstheadvancedfeaturesofOracleBusinessIntelligencePublisher(OracleBIPublisher),suchas
configuringadvancedreportoptions,creatingaMasterDetailReport,schedulingareporttobursttoafilelocation,
andcreatingareportbasedonmultipledatasources.ThisisanupgradetotheexistingAdvancedBIPublisher10g
OracleByExample(OBE).

TimetoComplete
Approximately2hours.

Overview
TheGettingStartedwithOracleBIPublisherOBEcoveredtheregularfeaturessuchascreatingreportsfromvarious
datasources,andalsocreatingtemplatesbyusingBIPublisherDesktopinMSWord.OracleBIPublishercanalso
createMasterDetailReports,createreportsfrommultipledatasources,burstthereportstoafilelocation,andsoon.
ThiscourseprovidesstepbystepprocedurestoexploretheseadvancedfeaturesofOracleBIPublisher.

Scenario
PleasedownloadthefolderprovidedwiththisOBE:MyTemplatesandFiles.Youwillusethesefilesinthe
examples.

YouwillbeusingsomeofthereportsthataresimilartotheonesyoucreatedintheOBE"GettingStartedwithOracle
BusinessIntelligencePublisher".ThesereportsareprovidedtoyouintheMyTemplatesandFilesfolder.
ItisrecommendedthatyoushouldhavecompletedtheOBEmentionedabove,installedtherequiredsoftware,and
performedtheothersetuptaskslistedinthe"Prerequisites"topic.Theassumptionthroughoutthiscourseisthatyou
arefamiliarwiththebasicuserinterfaceandnavigationoftheOracleBIPublisher.

Prerequisites
Tocompletethistutorial,youshould:

MakesureOracleBIEE11gisinstalled
 HaveaccesstoorhaveinstalledOracleDatabase11gwithdatabasesampleschema,suchasOE
HaveaccesstotheBISAMPLEschemathatisincludedwiththeSampleApplicationforOracleBusiness
IntelligenceSuiteEnterpriseEditionPlus.TherearethreeoptionsforaccessingtheBISAMPLEschema:

1. Ifyouhavealreadyinstalledversion825orV107oftheSampleApplication,verifythatyouhaveaccesstothe
BISAMPLEschemaandbeginthetutorial.
2. IfyouareinterestedindownloadingandinstallingthecompleteSampleApplication,youcanaccessithereon
theOracleTechnicalNetwork(OTN).Pleasenote,however,thatonlytheBISAMPLEschemaisrequiredto
completethistutorial.IfyouwanttoinstallonlytheBISAMPLEschema,proceedtooption3.
3. ClickheretoaccesstheForOBE.7zfile,whichhasthe825versionoftheBISAMPLEschemaandinstallation
instructions.SaveForOBE.7z,unzip,andbeginwithREADMEFIRST.txt.

Have"demo"and"BISAMPLE"datasourcesconfigured.Thisiscoveredin"ConfiguringtheDataSources"inthe
GettingStartedwithOracleBIPublisherOBE.
CreateaLearnfolderunderMyFoldersifyoudon'thaveone.
CreateaBIPfolderinyourlocaldriveD.Ifthelocaldriveisnameddifferently,thentakecarewhilecreatingthe
burstingquery.Thisfolderisusedtodeliverthereporttobursttoafilelocation.
DownloadandunzipthefileMyTemplatesandFolders.zipavailablewiththisOBE.

SoftwareRequirements
Thefollowingisalistofsoftwarerequirements:

OracleBIEE11.1.5orlatermustbeinstalled.
OracleDatabase11.xversionmustbeinstalled.
MicrosoftOffice2003orlatermustbeinstalled.

CreatingaMasterDetailReport(CreatingDetailedSummaryReports)
Inthistopic,youwillseeaOracleBIPublisherreporthavingmasterdetail(parentchild)relationshipsbetweentwo
datasets.ThetopiccoversanexamplethatdemonstratescreatinganewreportwiththereadilyavailableDataModel,
whichhastwodatasets:CustomersandOrders.Thisdatalink(parentchildrelationship)relatestheresultsofmultiple
queries.Thistopiccoversanexampledemonstratingthesummarizeddetails.ThistypeofreportiscalledaMaster
DetailsreportorSummaryDetailsreport.Youwillalsouseanexistingboilerplatetemplatethatalreadyincludesthe
requiredlayoutgridcomponents(forexample,ReportHeader/Footer,Name&Addresssections,Chart&Table
sections).

YouwillcreateanewreportwiththeexistingDataModel,andusetheboilerplatetemplate.

CreatingaMasterDetailReport

CreatingaMasterDetailReport
ThisexampleusestheDataModelAdvOBEOrderEntry.xdm.Thistopicwillcoverexaminingthedatasets
usedbytheDataModel,theparametersdefined,andthencreatinganewreportwithalayoutthatissuitablefor
interactivity.YouwillcreateaMasterDetailReportsimilartotheoneshownbelow.Thisscreenshotiseditedtoshow
youaflowingviewoftheentirereport.ThisreportusesaDataModelthatconnectsCustomersandOrdersdata,and
linksthemtogethertogetthedetailedreport.
Inthisexample,youwill:

ExaminetheDataModel(AdvOBEOrderEntry)thatisusedtocreatethereport
CreateaMasterDetailReportbyusingtheDataModelAdvOBEOrderEntry
Usetheboilerplatetemplatetoprovideflexiblelayoutforthereport

1. LogintotheOBIEE(http://<host>:<port>/analytics)


2. ClickNew>>Reportontheglobalheader.

3. TheChooseExistingDataModeldialogboxappears.NavigatetothedirectoryMyFolders\Learn,andselect
 AdvOBEOrderEntryDataModel.(ThisDataModelisavailableintheMyTemplatesandFilesfolder.
YouwillneedtouploadthisDataModeltotheLearnfolder.)

ClickOpen.

4. ThereporteditorappearswhentheAdvOBEOrderEntryDataModelischosen.Observethatthereportis
displayedasUntitled,becauseyouareyettosavethereport.

a.ClickSave.NavigatetotheLearnfolderandenterAdvancedOBEMasterDetailReportintheNametext
box.CreateaLearnfolderifyoudon'thaveone.
 b.ClickSave.Thiswilltakeyoubacktothereporteditor.

5. Inthereporteditorwindow,clickAdvOBEOrderEntryDataModeltoexaminethestructureoftheData
Model,itsdatasets,andparameters.TakeacloserlookateachofthefeaturesoftheDataModeltounderstand
themasterdetailrelationship/structureinthedata.Also,examinetherelationshipbetweentheparametersand
bindingvariablesintheSQLqueriesandthecascadingLOVs.Thisexamplewilldemonstratethesesections.


6. IntheDataModeleditor,theDataModelisdisplayedwiththedefineddatasets,listofvalues,andthe
parameters.Youwilltakeacloserlookateachoftheseinthefollowingsteps.ObservethattheDefaultData
SourcefortheDataModelisdemo.

Note:Ifyourdatasetisnotsetproperly,(inthisexampleitisdemo),youmightgetanerrorwhileviewingthe
report.PleaserefertotheGettingStartedOBEtosetthedemodatasourceforJDBC.Thisisoneofthe
prerequisitesforthisOBE.
 .

7. ClickDataSets>>OrderstoobservethedefinedXMLdataset,itsstructure,andthecontents.Theexample
showsthedatasetasOrders(SQLtype).
 Ifyouplaceyourcurseroverthelinkhighlightedinthescreenshotabove,itwilldisplaytheelementlinkorjoin
betweenthetwodatasetsOrdersandCustomers.

8. TheElementbyExpressionfeatureintheDataModelenablesyoutocreatecomplexelementsinthereport.In
thisexample,youcanseethata"CITY,STATE,andZIP"elementiscreatedbycombiningthedataforCity,State,
andZip.Thisfeaturewillgivemoreflexibilitytoyourreport.

a.IntheDataModeleditor,selectthedatasetG_1.

b.SelecttheCITY_STATE_ZIPelementandclicktheActionsmenu.

c.SelectthePropertiesoptiontoopentheExpressionEditordialogbox.BecausethisDataModelisa
predesignedone,youwillexaminethepropertiesforanexisting/availableelement.
Ifyouarecreatinganelementbyexpression,youwillneedtoselectthe"CreateElementbyExpression"option
intheActionsmenuforthedataset.ThiswilltakeyoutotheAddElementEditordialogboxfortheselecteddata
set(inthisexample,G_1)window.

d.Intheelementeditor,examinetherelevantName,DisplayName,andDataType.Observethatthefollowing
Expressionisstated:

CITY_STATE_ZIP=concat(concat(concat(G_1.CITY,','),concat(G_1.STATE_PROVINCE,',
')),G_1.POSTAL_CODE
 e.ClickOK.

Similarly,youcanusetheseElementbyExpressionfeaturestocombinevariousotherdatatocreatecomplex
dataitemsinthereport.Youwillseeafewmoreexamplesofthisinthefollowingstepsregardingorderdetails.

9. YoucanusetheDataModeleditortoaggregatedataatthegrouporreportlevel.Checkthepropertiesforthe
elementLine_TOTALintheEditPropertieswindow.

ThisaggregatefunctionisalsousedtocreateCUST_TOTALintheCustomersdataset.Thisisdonebydragging
LINE_TOTALfromtheOrdersdatasettothe"Drophereforaggregatefunction"intheCustomersdataset.
 ObservethatthetheitemCUST_TOTALhasSummaryasthefunction.TheExpressionis:LINE_TOTAL=
PRICE*QUANTITY.

HereareafewexamplesthatillustratethepowerandflexibilitythattheDataModeleditorprovides.

10. ClickListofValues.Observetheavailableorderslistandcustomerlist.


11. a.ExaminetheparametersthataredefinedintheDataModel.

b.ClickReturntogetbacktothereporteditor.

12. Inthereporteditor,selectCustomerOrders>boilerplatetemplate.Thiswillopenthelayouteditorwindowwith
theselectedtemplate.
Note:ThistemplateisprovidedtoyouintheMyTemplatesandFilesfolder.Pleaseuploadthistemplateto
yourserveraswell.(Filename:Boilerplates.xdoz)

Touploadtheboilerplatetemplate:

NavigatetoCatalog>SharedFolders>ComponentsandclickUploadundertheMoreoption.

IntheUploadwindow,selecttheBoilerplates.xdoztemplatethatisavailabletoyouintheMyTemplates
andFilesfolder.

ClickUpload.

ObservethattheuploadedtemplateisdisplayedintheSharedFolders/Componentsfolder.
 Thistemplateisavailabletoyouinthereporteditorwindow,whenyouhavetochooseordefinealayoutforyour
report.Inthisexample,theboilerplatetemplateisCustomerOrders.

13. Inthelayouteditorwindow,thereportisdisplayedwiththeCustomerOrdersboilerplatetemplate.

SelecttheTitlegrid,andchangethetitleofthereporttoCustomerOrdersSummaryReport.
Note:Highlighttheexistingtextforthetitleinthetemplate,andtypeoverit.Thetitleformatismaintained.

14. ThetemplatehasarepeatingsectionforCustomerName.Thisistodisplayordersformorethanjustoneuser
(i.e.,toallowforAllandtomultiselectfortheCustomerNameparameter).ThelayoutgridforCustomerNameis
includedintherepeatingsectionsothatthereportcandisplaythecustomerordersundereachcustomer'sname.

ClickEdit(thepencilicon)toselecttheelementtogroupbyintherepeatingsection.Inthisexample,itis
CUSTOMER_NAME.
 Ifyouexpandtherepeatingsection,youwillseethatitcontainstheelementCUSTOMER_NAME.ClickOKorCancel
toreturntothelayouteditor.

15. Inserttheotherdetailsforthecustomerasshowninthescreenshot.Dragthedataitemsfromthedataset
Customersintheleftsidepaneinthisorder.

STREET_ADDRESS
CITY_STATE_ZIP
COUNTRY_NAME
CUST_EMAIL

ObservethattheAddresssectionhasasimplifiedfieldforCITY,STATE,andZIP.Thiswascreatedbyaddingthe
elementbyexpressionintheDataModelasexplainedpreviously.Recallhowtheelementbyexpressionfor
CITY_STATE_ZIPwascreatedandobservehowitisusefulincreatingareportnow.


16. FortheOrderDetailstable,dragthedataitemsfromDataSourceintheleftsidepaneintheordergivenbelow.

Order_ID
FRMTD_Order_Date
Line_Item_ID
Product_Name
Quantity
UnitPrice
Line_Total
Note:Asexplainedpreviouslyinthe"DataModel"section,thedataLine_Totaliscreatedasanelementby
expression.
Youcanformatthetabledisplaytosuityourrequirements.Inthisexample,observethattheORDER_IDdatais
groupedtotheleftofthecolumn.

Also,observethattheUnit_PricecolumnisdefinedwithCurrencyformat,usingtheColumn>DataFormatting>
Currencyoption.
Youcanuseeitherthecolumnindicatorstoplacethedataproperlyinsidethelayout,oryoucanalsouseTable
Propertiestosetthecolumnwidth.


17. Youcanaddacharttothelayout.ThisexampleusestheCUST_TOTALitem,whichisbasedontheLine_Totals
dataitem.

AddthedataelementCUST_TOTALfromthedatasourcetotheCharttable.
 UsetheLineTotalandProduct_Namedatafromthedatasourcetocreatethechart.

18. NamethelayoutOrdersSummary.ClickSave.


19. ClickInteractivePreview>Interactivetopreviewthelayout.

20. ThereportisdisplayedintheInteractiveViewerbrowser.Closethebrowser.
 SavethelayoutandclickReturntoreturntothereporteditor.

21. Inthereporteditorview,savethereportandclickViewReport.
Thereportisdisplayedwiththedefinedlayout.Thedataisdisplayedbasedonthecriteriayouselectinthereport
view.InthisexampleAlexanderDheerajischosenforCustomerName,andAllforOrderNumbers.The
screenshotiseditedtodisplaythewideandflowingscreenviewinonego.
 Thisconcludesthetopic"CreatingaMasterDetailReport."

CreatingReportswithConsistentLookandFeelUsingSubtemplates
Thistopicwillcovercreatingasubtemplate,uploadingittotheserver,andthenusingittocreateareportwith
consistentlookandfeel.

InthistopicyouwilllearnhowtocreateanRTFsubtemplate,andhowtouseittogeneratereportswithacommon
lookandfeel.Forexample,addacompanylogototheheadersectionofreportsandotherdocumentsthatyoucreate
usingOracleBIPublisher.

CreatinganRTFSubtemplate

CreatinganRTFSubtemplate
AsubtemplateisacapsuleofformattingfunctionalitythatisdefinedonceandusedmultipletimeswithinasingleRTF
layouttemplateoracrossmultipleRTFlayouttemplatefiles.SubtemplatescanbeineitherRTForXSLfileformat.
ThistopiccoverscreatingasubtemplateintheRTFformat.

Inthisexample,youwillcreateanRTFsubtemplate,uploadittotheOracleBIPublisherserver,andassociateitwith
reports.

1. OpenablankdocumentinMSWord.

2. Type(orcopyandpaste)<?template:Header?>inthebodyofthedocument.

Note:Headeristhenameofthecodesnippet(template)insidethesubtemplatefile.Youcanincludemultiple
templatecodesinthesamesubtemplate.

PressEnter.

3. InserttheOraclelogoO_signature_clr.giflocatedinMyTemplatesandFiles.YoucanuseanyGIF
imagerelevanttoyourcompanyorcompanylogo,too.Remembertocopythe.giffileintothisfolder.

PressEnter.

4. EnterMyEmployeeSalaryReportasthetitleandcenterthetext.Formatthetitleasyoudeemappropriate.
PressEnter.


5. Type(orcopyandpaste)<?endtemplate?>toclosetheHeadertemplateinstructions.

TheRTFfileshouldlooksimilartothis:

6. Savethesubtemplateasheaderfooter.rtfintheLearnfolder.


7. a.Typeorcopyandpaste<?template:Footer?>inthebodyofthedocument.
Note:Footeristhenameofthesubtemplate.Considercopyingandpastingthiscodeintothetemplate.

b.Typeorcopyandpaste****Confidential****andcenterthetext.Formatthefooterasyoudeemappropriate.

c.Insertapagenumberandrightjustifythepagenumber.

d.Typeorcopyandpaste<?endtemplate?>toclosetheFootertemplateinstructions.
TheRTFfileshouldlooksimilartothis:

e.Savethesubtemplateagain.

Next,youwillhavetouploadthesubtemplatetotheBICatalog.

8. a.LogintotheOBIEE(http://<host>:<port>/analytics)
 b.ClickNew>SubTemplatefromtheglobalheader.

9.
ClicktheUpload( )icon.


10. a.Selectthesubtemplatefileheaderfooter.rtfthatyoujustcreated.Theexampleshowsthefilebeing
selectedfromthelocalfolder.

b.AcceptthedefaultTemplateType,andselectEnglish(UnitedStates)astheLocale.

c.ClickOK.

11. a.Inthetemplateeditorwindow,clickSave.
 b.Navigateto\SharedFolders\SampleLite\PublishedReporting\Reportsandsaveyourfileas
HeaderFooterSubTemplatetotheOracleBIEECatalog.Inthisexample,youaresavingthesubtemplatein
thesamefolderthatwillholdthereportinwhichyouwillcallthesubtemplate.Ifyouaresavingthesubtemplates
inaseparatefolder,thenyoumusthaveaccesspermissionsbetweenthefoldercontainingthereportsandthe
onecontainingthesubtemplates.

c.ClickOK.

12. Next,youwillmodifyanexistingRTFtemplate(themaintemplate)tocallyoursubtemplatefile.

BeginbyopeningtheManagerFinancialsReport.rtffile.ThisfileisavailableintheMyTemplatesand
Filesfolder.ThisfolderismadeavailabletoyoualongwiththeOBE.


13. Thereportwilllooklikethis:

14. a.Youmusthaveatleasttwoentriestocallyoursubtemplate.Theseentriesaretheimportandcallstatements.
JustabovetheRTVcodefield,pressEntertwice.

b.Onthefirstline,typeorcopyandpaste<?import:xdoxsl:///SampleLite/Published
Reporting/Reports/HeaderFooterSubTemplate.xsb?>.
HeaderFooterSubTemplateisthenameofthesubtemplateontheOracleBIPublisherserver.


15. a.Insertablankheader(Insert>Header>Blank).

b.Typeorcopyandpastethefollowingcode:
<?call:Header?>.


16. Scrolldowntothefooterarea.Inthefooterarea,enterthefollowingcode:
<?call:Footer?>.

Closetheheaderandfooter.

17. SavetheRTFfileasMyFinancialsForSubTemplate.rtfinyourLearnfolderonyourharddrive.

18. Next,youwillcreateanewreportthatusesthisRTFtemplate.IntheOBIEEhome,clickNew>Report.


19. SelectSalaryReportDataModelandclickOpen.

20. ClickUploadinthereporteditor.TheUploadTemplateFiledialogboxappears.


21. a.EnterMyMainRTFintheNametextbox.
 b.BrowsetolocatethemaintemplatefileMyFinancialsForSubTemplate.rtf.

c.SelectRTFTemplateastheTypeandEnglish(UnitedStates)astheLocale.

d.ClickUpload.

22. Thetemplateappearsinthereporteditor.ClickSave.

23. SavethereportasMyFinancialsSTRptin\SharedFolders\SampleLite\Publisher
Reporting\Reports.


24. ClicktheViewReportbutton.

25. Thereportisdisplayed.Thisscreenshotisalteredtofitthecontentsoftheflowingscreeninonego.


DigitallySigningandSecuringPDFDocuments
Inthistopic,youlearnhowtoaddadigitalsignatureandtopasswordprotectPDFdocuments.
Thefollowingtwotopicsarecovered:

ConfiguringPDFsecurityoptionsforareport
ConfiguringadigitalsignatureandsigningPDFoutputreports
ConfiguringPDFSecurityOptions
ConfiguringaDigitalSignatureandSigningPDFOutput
RegisteringtheDigitalIDintheOracleBIPublisherAdministrationPage
EnablingDigitalSignatureforaReportinReportProperties

ConfiguringPDFSecurityOptions
PDFsecuritysettingscontrolsecurityoptionsforPDFdocumentsandtheycanbesetattheserverleveloratthe
reportlevel.
ServerlevelPDFsecuritysettingsapplytoallPDFdocumentsthatyougenerateusingOracleBIPublisher.
Inthisexample,youwillsetPDFsecurityoptionsforaspecificreporttobepublished.PDFsecuritysettingsatthe
reportlevelareconfigurableintheFormattingtaboftheReportPropertiesdialogbox.

1. LogintotheOracleBIEE.


2. Selectthereportthatyoucreatedintheprevioustopic"CreatingaMasterDetailReport."Navigatethrough
Catalog>>MyFolders>>Learn>>AdvOBEMasterDetailReport.

ClickEdit.

3. Theselectedreportisdisplayedinthereporteditor.Inthisexample,thereportisAdvOBEMasterDetail
Report.ClickthePropertiesbutton.

4. SelecttheFormattingtabinthePropertieswindow.ExaminetheservervaluesettingsforPDFOutput.

ObservethatthevaluesforPDFsecurityarenull.Atruntime,theydefaulttotheservervaluesettings.
 ClickOKorCanceltogetbacktothereporteditorwindow.

5.

ClicktheViewReportlink .

ViewthereportinPDFformatbychoosingthePDFviewasshowninthescreenshot.

6. ClickEditReporttoreturntothereporteditorpage.

7. ClickthePropertiesbutton.

8. IntheReportPropertieswindow,clicktheFormattingtabtomodifythefollowingPDFoutputsettings:

a.SetthefollowingpropertiestoTrue.

EnablePDFSecurity
Disabledocumentmodification
Disableprinting

b.SetapasswordforopeningandmodifyingPDFoutput.
 c.ClickOKandclickSave tosavethemodificationstothereportproperties.

9. ClicktheViewReportbuttoninthereporteditorwindow.

Thistime,AdobeAcrobatpromptsyouforapasswordbeforeopeningthePDFdocument.Providethepassword
thatyousetinthepreviousstep.

10. ExaminethePDFdocumentpermissions.Youcanobservethesecuritysettingsforthedocumentbyselecting
SecuritySettingstotheleftofthedocument.VerifythattheymatchthePDFsecuritysettingsthatyouselectedin
theprevioussteps.
ConfiguringaDigitalSignatureandSigningPDFOutput
Prerequisite
Beforecompletingthispart,youmustcopythedigitalIDfileJohnSmith.pfx(includedwiththesetupfilesprovided
forthisOBEinMyTemplatesandFiles)toafolderofyourchoiceinthefilesystemontheserver.OracleBI
Publisherservermusthaveaccesstothelocationtowhichyoucopythisfile.Inthisexample,thefileisavailableatMy
TemplatesandFilesontheDdrive.

Introduction
OracleBIPublishersupportsdigitalsignaturesonOracleBIPublisherreportsdeliveredinPDFformat.OracleBI
PublishercanaccessyourdigitalIDfilefromacentral,securelocationand,atruntime,signthePDFoutputwiththe
digitalID.
BeforeyoucanimplementdigitalsignatureswithOracleBIPublisherreports,youneedadigitalIDobtainedfroma
publiccertificateauthorityorfromaprivate/internalcertificateauthority.YoumustcopythedigitalIDfiletoasecure
locationofthefilesystemontheserverthatisaccessiblebytheOracleBIPublisherserver.
Inthisexample,youwilllearnhowtoconfigureOracleBIPublisherservertouseadigitalIDfile,andhowtoattachthe
digitalsignaturetoaPDFoutputwhenyouscheduleareport.

RegisteringtheDigitalIDintheOracleBIPublisherAdministrationPage

1. OntheAdministrationpage,underSecurityCenter,clickDigitalSignature.
2. a.EnterthepathtothedigitalIDfileintheDigitalIDFiletextfield.Inthisexample,itisshownas/My
TemplatesandFiles/JohnSmith.pfx.

b.EnteroracleinthePasswordfield.

3. a.EnabletherolesthatwillhavetheauthoritytosigndocumentswiththisdigitalID.Usetheshuttlebuttonsto
 moveAvailableRolestotheAllowedRoleslist.

b.ClickApply.

4. Theconfirmationmessageisdisplayed.
EnablingDigitalSignatureforaReportinReportProperties
AfteryouregisteradigitalIDfile,youcanuseittosignPDFoutputdocumentsgeneratedatruntimewhenyou
schedulereports.Thedigitalsignatureverifiesthesigner'sidentityandensuresthatthedocumenthasnotbeen
alteredafteritwassigned.
YouusetheFormattingtabintheReportPropertiesdialogboxtoenabledigitalsignaturesforreportsandtospecify
thepositiontoplacethedigitalsignatureonthecompletedPDFdocument.Alllayoutsassignedtothesamereport
sharethedigitalsignatureproperties.ThisexampleusesanRTFtemplate.

1. IntheCatalog,navigatetothereportMyFolders/Learn/AdvOBEMasterDetailReport.ClickEdit
toopenthereportforediting.

2. ClickPropertiesandthenclicktheFormattingtab.ScrolltothePDFDigitalSignaturegroupofproperties.
Observethatthereisnovaluesetforthedigitalsignaturelocation.
3. a.SettheEnableDigitalSignaturevaluetoTrue.

b.Fromthe"Signaturefieldlocation"dropdownmenu,selectTopLeft.

c.ClickOK.

4. Ontheglobalheader,clickNew>>ReportJob.


5. a.SelecttheeditedreportintheLearnfolderforscheduling.

b.IntheOutputtab,selecttheLayoutasRTF,andtheOutputformatasPDF.InthisexampletheRTFlayout
nameisOrderSummary.
 c.SchedulethereportbyselectingtheFrequencyasOnceandtheRunNowoption.

d.Submitthejob.Provideaname.Inthisexample,thenameofthejobisDigitalSign.Youwillgeta
confirmationmessageafterthesuccessfulsubmissionofthejob.

6. IntheCatalog,navigatetoMyFolders>Learn,selectAdvOBEMasterDetailReport.Expandthe
Moremenu,andselectHistory.
 ThiswillopentheReportJobHistorywindowwiththesubmittedjobname,DigitalSign.Clickthereportjob
DigitalSign.

7. TheReportJobDetailswindowisdisplayed.ClickOutput1undertheOutputandDeliverysection.Recallthat
theoutputformatyouhavechosenwhileschedulingthisreportisPDF.


8. ThescheduledreportinthePDFformatisdisplayedwiththenewlyapplieddigitalsignatureJohnSmith.

Thisconcludesthetopicondigitallysigningareport.

Bursting
Burstingistheprocessofsplittingdataintoblocks,generatingdocumentsforeachblock,anddeliveringthe
documentstooneormoredestinations.
Asingleburstingdefinitionprovidestheinstructionsforsplittingthereportdata,generatingthedocument,and
deliveringtheoutputtoitsspecifieddestinations.

Inthistopic,youwilllearnhowtouseschedulerdiagnosticstocheckconnections,edittheDataModelforburstinga
reporttoafilelocation,andviewtheJobHistoryforthescheduledreport.

ReviewingtheSchedulerConfiguration:
SchedulingaReporttoBursttoaFileLocation:

ReviewingtheSchedulerConfiguration:
Inthissubtopic,youwilluseOracleBIPublisher'sAdministrationpagetoreviewtheschedulerconfiguration.

1. a.LogintoOracleBIPublisherandgototheAdministrationpage.

b.OntheAdministrationpage,intheSystemMaintenancesection,clickSchedulerConfigurationtoexamine
thedatabaseconnection.


2. a.TheSchedulerConfigurationpageappears.ExaminetheDatabaseConnectionarea.ItshouldshowtheJNDI
connectionbydefault.

b.ClickTestConnection.Aconfirmationmessageappearsifthedatabaseconnectionissuccessfully
established.


3. ClicktheSchedulerDiagnosticstab.Reviewtheresults.TheResultareamustshowpassedasindicatedin
thefollowingscreenshot.

SchedulingaReporttoBursttoaFileLocation:
Inthissubtopic,youwilledittheexistingDataModel,associateittotheSalaryreportintheavailabledatabase,and
thenschedulethisreporttobursttoafilelocationonyourlocalharddrive,ortheDdriveasdemonstratedinthe
examplebelow.

Prerequisite:
YouwillneedtocreateafolderunderyourlocaldrivenamedBIP.Thisisthefoldertowhichthereportswillburst
whenyouschedulethereporttoburst.

1. a.FromtheCatalogpage,navigatetoMyFoldersandselectNew>Folder.

b.EnterMyBurstingModelasthefoldernameandclickCreate.
2. a.Selectthisnewfolder.IntheTaskspane,clickUpload.

b.IntheUploaddialogbox,clickBrowse.

3. NavigatetoMyTemplatesandFilesandopenSalaryReportBurstingDataModel.xdmz.Thisisa
prebuiltDataModel.ClickOpen.

TheMyTemplatesandFilesfolderismadeavailabletoyouwhenyoustartworkingontheOBE.Thisisa
prerequisite.


4. a.ClickUpload.

b.TheDataModelappearsinyournewfolder.
 c.ClickEdittoedittheDataModel.

5. a.TheDataModelEditorisopened.Observethat"demo"isselectedastheDefaultDataSourcefortheData
Model.Thisispartofthedatasourceconfiguration.

b.ClicktheBurstingnodeintheDataModelpane.ThiswillopentheBurstingpane.
 c.Clicktheaddicon intheBurstingpane.TheBurstingpaneexpandsandprovidesanadditionaldefinition
area.

d.EnterthefollowinginformationintheBurstingpanes:

6. a.IntheSQLQuerypanebelowtheQueryBuilderbutton,copyandpastethiscode:

select
d.department_nameKEY,
'SimpleRTF'TEMPLATE,
'RTF'TEMPLATE_FORMAT,
'enUS'LOCALE,
'PDF'OUTPUT_FORMAT,
'FILE'DEL_CHANNEL,
'D:\BIP'PARAMETER1,
d.department_name||'.pdf'PARAMETER2
from
departmentsd

b.Youroutputwillbedeliveredtothefolderspecifiedintheburstingmodel.Inthisexample,itisBIP.Noticethat
thecodeincludesthenameofthetemplate(SimpleRTF).TheDataModelshouldlooklikethis:
 Hereisabriefdescriptionoftheburstingdefinitionusedintheexample:

BurstingdefinitionisacomponentoftheDataModel.AfteryouhavedefinedthedatasetsfortheDataModel,you
cansetuponeormoreburstingdefinitions.Whenyousetupaburstingdefinition,youdefinethefollowing:

TheSplitByelement:Itisanelementfromthedatathatwillgovernhowthedataissplit.Forexample,tosplit
abatchofdepartmentsbyeachinvoice,youmayuseanelementcalleddepartment_name.Thedatasetmust
besortedorgroupedbythiselement.

TheDeliverByelement:Itistheelementfromthedatathatwillgovernhowformattinganddeliveryoptions
areapplied.Inthisexample,itislikelythateachdepartmentwillhavedeliverycriteriadeterminedby
customer,thereforetheDeliverByelementmayalsobedepartment_name.

TheDeliveryQueryisaSQLquerythatyoudefineforOracleBIPublishertoconstructthedeliveryXMLdata
file.Thequerymustreturntheformattinganddeliverydetails.Itwillalsodefinethepathtowhichthedatawill
bedelivered.InthisexampleitisD:\BIP.

c.ClickSave tosavetheDataModel.

7. ClickNew>Reportontheglobalheader.


8. SelectSalaryReportBurstingDataModelfromyournewfolderandclickOpen.

9. Thereporteditorwindowisopened.ClickUpload.


10. a.IntheUploadTemplateFiledialogbox,enterSimpleRTF.

b.ClickBrowse.NavigatetotheMyTemplatesandFilesfolder,selectSimpleRTF.rtf,andclickOpen.

c.SelectRTFTemplateastheTypeandEnglish(UnitedStates)astheLocale.Thedialogboxshouldlooklike
this:

d.ClickUpload.

11. a.ClickSaveandnamethereport"SalaryReportforBursting"intheMyBurstingModelfolderunder
MyFolders.
b.Thesavedreportwiththenameappearsinthereporteditorwindow.

12. a.ClickthePropertiesbutton.TheReportPropertiesdialogboxappears.

b.IntheGeneraltabintheAdvancedarea,selecttheEnableBurstingcheckboxandensurethatBursting1is
selectedfromthedropdownlist.

c.ClickOK.

d.ClickSave inthereportheader.

13. ClickNew>ReportJobtoschedulethisreportwithburstingastheoutputoption.


14. OntheGeneraltab,navigatetotheMyBurstingModelfolderandselectSalaryReportforBursting.

15. OntheOutputtab,selecttheUseBurstingDefinitiontoDetermineOutput&DeliveryDestinationcheckbox
toenablebursting.Observethattheotheroptionsforoutputwillbehiddenwhenthischeckboxisselected.

16. OntheScheduletab,selectFrequencytoreportasOnceandtheRunNowoption.

17. IftheNotificationtabisdisabledinyourinstance,youdon'thavetodefineanythinghere.

Note:Youwillbeabletousethisoptiononlyifadeliverychannelissetupinyourenvironment.Withoutamail
serversetup,thisoptionwillbedisabled.Inthisexample,itisshownasuser@localhost.com.Youcanenterthe
emailaddressconfiguredtoyourmailserver.

18. a.ClickSubmit.
 b.NametheschedulingjobasBursting2FileintheSubmitJobdialogbox,andthenclickSubmit.

19. a.FromtheCatalog,selecttheSalaryReportforBurstingreport.ClicktheJobHistorylink.

TheReportJobHistoryfortherecentschedulejobBursting2Fileislistedassuccessful.

b.Observethatyourjobhascompletedsuccessfully.YoucanclickReportJobtoviewthedetails.
ExpandtheBursting2FilenodeintheOutputNamecolumn.Itwillshowallthedocumentoutputsandrelated
informationlikewheretheyaredelivered,splitbyfield,andsoon.


20. NavigatetotheBIPfolderandreviewthecontentsdisplayingtheburstreportsatthespecifiedlocation.Inthis
example,itistheBIPfolderthatyouhavecreatedaspartoftheprerequisite.

 Thestepsabovedemonstratedtheschedulingofareporttobursttoafilelocation.

TranslatingReports
OracleBIPublishersupportstwotypesoftranslations.Theyare:

Catalogtranslations:Thisenablesyoutoextractthetranslatablestringsfromallobjectscontainedinaselected
Catalogfolder
intoaseparatefilethisfilecanthenbetranslatedanduploadedbacktoOracleBIPublisherandassignedthe
appropriatelanguagecode.

Templatetranslations:Therearetwomethodsfortemplatetranslations.
(1)Alocalizedtemplateaseparatetemplatefile(RTF,PDF,XPT,EXCEL,andsoon)inthedesiredlanguage
(2)AnXLIFFfileafileinXMLformatthatincludesthetranslationsinthetargetlanguageofallthetextstrings
includedinthe"Base"template

TranslatingreportsbyusinganXLIFFfileenablesyoutoextractthetranslatablestringsfromasingleRTFbased
template(includingsubtemplatesandstyletemplates)orasingleOracleBIPublisherlayouttemplate(.xptfile).
Usethisoptionwhenyouneedonlythefinalreportdocumentstranslated.Forexample,youneedtogenerate
translatedinvoicestosendtoGermanandJapanesecustomers.Whenyouextractthetranslatablestringsfora
catalogortemplatetranslation,BIPublishercreatesanXLIFFfilethatcontainsthestrings.Thistopiccovers
examiningtheoptionsfortranslatingthereports,andcreatingtranslationfilesbyusingOracleBIPublisher
Enterprise.

TranslatingbyUsingaLocalizedTemplate
TranslatingReportsbyUsinganXLIFFFile

TranslatingbyUsingaLocalizedTemplate
Whileworkingonthistopic,theassumptionisthatyoualreadyhaveanRTFfilethatistranslatedintoFrench.This
template"BalanceLetterFrench.rtf."isprovidedwiththeOBEasanattachment.YouwillusetheBalance
Letter.rtftemplatewhileworkingonthisexample.Theexamplebeginswithexaminingthereportinthedefault
Englishtemplate(BalanceLetter.rtf).ThenyouaregoingtoaddaFrench(localized)versionoftheRTF
templatetothisreporttoviewthereportinFrench.

1. LogintoOracleBIEE.(URL:http://localhost:7002/analytics.Thehostcouldbedifferentforyourinstance
pleasecheckandmakesureyouareloggingintotheOracleBIEE).Useyourcredentialstologin.

2. NavigatetotheBalanceLetterlocatedin\SharedFolders\SampleLite\Published
Reporting\Reports.ClickOpen.

3. ObservethatthereportisusingthedefaultEnglishRTFtemplate.AssumethatyouhaveaFrenchcustomerto
whomyouneedtosendthereportinFrenchonly.Forthis,youneedtouploadaFrenchRTFtemplate,which
canbeappliedonthesamereport.

4. NavigatetoMyTemplatesandFilesandopenBalanceLetterFrench.rtf.ClickOK.
 ExaminetheRTFfile.Youwouldneedtobuildthistranslationfileyourselforsendittoathirdpartyvendorfor
translation.

5. GetbacktotheCatalogwindow.NavigatetotheBalanceLetterlocatedin\SharedFolders\Sample
Lite\PublishedReporting\Reports.ClickEdit.

6. Thereporteditorappears.ClickthePropertieslinkforRTFTemplate(thebasicBalanceLetter).

7. Thetemplatemanagerwindowopens.IntheTemplatestable,clicktheUploadicon.

8. TheUploadTemplateFiledialogboxappears.

Browsetolocatethelocalizedtranslationfile.NavigatetoMyTemplatesandFilesandselectBalance
LetterFrench.rtf,andclickOpen.


9. AfterselectingtheRTFfile,select"rtf"astheTemplateTypeandthenselectFrench(France)astheLocale.

ClickOK.

10. ThelocalizedtemplateappearsintheTemplatestable.

YoucankeeptheDefaulttemplatesettoEnglish.YoujustneedtochangetheLocaletoFrenchintheuser
preferencesofthereport.OracleBIPublisherautomaticallyselectstheappropriatetemplatebasedonthe
user'slocale.Ifonedoesn'texist,thenitusesthedefault(inthiscase,English)template.
 ClickSaveandthenclickReturn.

11. OntheOracleBIEEhomepage,clickMyAccount.TheMyAccountdialogboxappears.

12. ClicktheBIPublisherPreferencestabandchangeReportLocaletofranaisFrance.

ClickOKandlogout.

13. LogbackintotheOracleBIEE.(URL:http://localhost:7002/analytics)
 OntheCatalogpage,navigatetothepreviouslyeditedBalanceLetterandclickOpentorunthereport.

14. Thereportappearsinyourbrowserwindow.ObservethatthelettercontentistranslatedintoFrench.Closethe
browserwindow.


15. OntheOracleBIEEhomepage,changeyourBIPublisherPreferencesbacktoEnglish.
ClickMyAccountandselecttheBIPublisherPreferencestab.ChangetheLocalebacktoEnglishUnited
StatesfromfranaisFrance.

ClickOK.

 16. Whenyourunthereportagain,itwilldefaulttotheEnglishversion.

Thisconcludestheexampleoftranslatingthereportwithalocalizedtemplate.

TranslatingReportsbyUsinganXLIFFFile
ThisexampleshowshowtouseanXLIFF(.xlf)filefortranslation.Inthisexample,youwilluseanXLIFFfilethat
canbeusedtotranslatetheBalanceLetter.rtfbasetemplatefilefromEnglishtoGermanatruntime.Thisfileis
locatedintheMyTemplatesandFilesfolder.

XLIFFistheXMLLocalizationInterchangeFileFormat.Itisthestandardformatusedbylocalizationproviders.When
youextractthetranslatablestringsforacatalogortemplatetranslation,OracleBIPublishercreatesanXLIFFfilethat
containsthestrings.Youcantranslatethesestringsorsendthefiletoalocalizationprovider.Youthenuploadthe
translatedXLIFFfilebacktothecatalogortheindividuallayoutandassignittheappropriatelocale.

1. LogintoOracleBIEE.

NavigatetotheBalanceLetterlocatedin\SharedFolders\SampleLite\Published
Reporting\Reports.ClickOpen.


2. Thereportisdisplayed.SelectthedefaultRTFtemplate.

ThetemplateeditorwindowdisplaystheTranslationstable.IntheTranslationstable,clickUpload.
3.


4. TheUploadTemplateFiledialogboxappears.Browsetolocatethetranslationfile.NavigatetoMyTemplates
andFiles,andopenTranslationGerman.xlf.
SelectGerman(Germany)astheLocale.

ClickOK.

5. ThetranslationfileappearsintheTranslationstable.


6. ClickSaveandthenclickReturn.

7. a.OntheOracleBIEEhomepage,clickMyAccount.TheMyAccountdialogboxisdisplayed.

b.ClicktheBIPublisherPreferencestabandchangeReportLocaletoDeutschDeutschland.

c.ClickOK.
8. FromtheCatalogpage,navigatetoyourBalanceLetterandclickOpentorunthereport.

9. Thereportappearsinyourbrowserwindow.ObservethatthecontentistranslatedintoGerman.

10. NavigatetoMyAccount.

ChangetheBIPublisherReportLocalebacktoEnglishUnitedStates.

ClickOK.

11. VerifyonceagainthatyourdefaultlanguageisEnglishbyrunningtheBalanceLetterreportagain.
 ThisconcludestheexampleoftranslatingareportwithanXLIFFtemplate.

CreatingaDataModelwithMultipleDataSets
OracleBIPublisherenablesyoutocreateareportfrommultipledatasources.Thisfeatureisveryusefulbecauseyou
canpullthedataintoasinglereportbasedonmultipledatasources.ThistopicwilldemonstratehowtocreateaData
Modelwiththreetofourdatasets,andusethemalltocreateameaningfulreport.

IntheDataModeleditor,youcombinedatafrommultipledatasetsfromdifferentdatasources,suchasSQL,Excel
files,Webservices,HTTPfeeds,andotherapplicationsintoasingleXMLdatastructure.Datasetscaneitherbe
unrelated,orarelationshipcanbeestablishedbetweenthemusingadatalink.Inthisexample,theDataModelis
createdwithfourdatasets,inwhichthreeareSQLdatasets,andoneisanXLSfile.

CreatingaDataModelwithMultipleDataSets

CreatingaDataModelwithMultipleDataSets
1. LogintotheOracleBIEE.
Note:TheassumptionisthatyouhaveinstalledtheBISAMPLEschemafromSampleSalesasmentionedinthe
"Prerequisites"section.MakesureBISAMPLEissetasaDataSourceintheOracleBIPublisherAdministration
Page.

2. Ontheglobalheader,clickNew,andthenclickDataModel.

3. TheDataModelEditorisdisplayedwiththeComponentspaneontheleftandWorkpaneontheright.Selecting
acomponentintheleftpanewilllaunchtheappropriatefieldsforthecomponentintheWorkarea.Bydefault,
whenyouopenadatamodelintheeditingmode,itdisplaysthepropertiesforthedatamodel.Settheproperties
forthisnewlycreateddatamodelnow.


4. Setthepropertiesasgivenbelow:

Description:MultipleDataSets
DefaultDataSource:SelecttheBISAMPLEdatasourcefromthelist.
XMLOutputOptions:TheseoptionsdefinecharacteristicsoftheXMLdatastructure.Selectthe"Include
ParameterTags"optionwhenyouwanttousetheparametervalueinthereport.
XMLTagDisplay:UpperCase


5.
ClickSave inthedatamodeleditor.TheSaveAsdialogboxisdisplayed.
 IntheSaveAsdialogbox,navigatetotheLearnfolderunderMyFoldersandsaveitwiththenameMultiple
FoundationData.
Now,adddatasetstothisdatamodel.

6. IntheComponentspaneofthedatamodeleditor,clickDataSets.

a.ClickNewDataSet.

b.Selectthedatasettypefromthelisttolaunchtheappropriatedialogbox.Inthisexample,selectSQLQuery.

TheCreateDataSetSQLdialogboxappears.

7. a.EnterthenameforthisdatasetasQ1BIServer.

b.SelectandchangetheDataSourcefromthelistofvaluestoOracleBIEE.

c.ClicktheQueryBuilderbutton.TheQueryBuilderwindowisdisplayed.TheQueryBuilderhastwopanes.
TheyaretheObjectSelectionpaneandtheDesignandOutputpane.
TheObjectSelectionpanecontainsalistofobjectsfromwhichyoucanbuildqueries.
Onlyobjectsinthecurrentdataaredisplayed.ObservethatthisexampledisplaysSampleSalesLiteobjects.
 YouwillneedtoselecttheappropriateobjectsfromtheObjectSelectionpaneintheleftsideoftheQuery
Builder.

8. a.SelectthefollowingobjectsfromSampleSalesLite.TheselectedobjectsappearintheDesignandOutput
pane.

Offices
Orders
BaseFacts

b.SelectthefollowingdataitemsinthedisplayedobjectsundertheModeltab.

FromtheOfficesobject,selectthecolumnsOffice,Department,Organization,andCompany.
FromtheOrdersobject,selectthecolumnsOrderNumberandOrderStatus.
FromtheBaseFactsobject,selectthecolumnsRevenue,BilledQuantity,TargetRevenue,andTarget
Quantity.

c.ClicktheSavebuttonintheQueryBuilder.Thiswillbringyoubacktothedataseteditor.Observethatthedata
selectionislistedasSQLQuery.
 d.ClickOK.Thiswillsavethedataset.ThedatadiagramisdisplayedforthenewlycreateddatasetQ1BI
ServerasG_1.

9. a.ClickNewDataSettocreateanotherdataset.
b.Selectthedatasettypefromthelisttolaunchtheappropriatedialogbox.Inthisexample,selectSQLQuery.
TheCreateDataSetSQLdialogboxappears.

c.EnteranameforthisdatasetasQ2TransDB.ObservethattheDataSourceforthisdatasetwillremainsetto
thedefault,BISAMPLE.

d.ClicktheQueryBuilderbutton.TheQueryBuilderwindowisdisplayed.Observethatthedisplayeddata
tablesbelongtoBISAMPLEdata.


10. a.SelectthefollowingtablesfromtheBISAMPLEdatatogetthemtotheDesignandOutputpane.

SAMP_PRODUCTS_D
SAMP_REVENUE_F
SAMP_OFFICES_D

b.Youcancreaterelationshipsbetweentheseobjectsbycreatingajoin.Ajoinidentifiesarelationshipbetween
twoormoretables.Inthisexample,youwillcreatejoinsbetweentheabovethreeobjects.Youcreateajoinby
selectingtheJoincolumnadjacenttothecolumnnamefortheselectedobject.TheJoincolumnappearstothe
rightofthedatatype.Createthejoinsbyselectingthefollowingcolumns:

SAMPL_PRODUCTS_D.PROD_KEY=SAMP_REVENUE_F.PROD_KEY

SAMP_REVENUE_F.OFFICE_KEY=SAMP_OFFICES_D.OFFICE_KEY

c.Selectthefollowingcolumnsinthesejoinedobjects.

FromtheSAMP_PRODUCTS_Dobject,selectPROD_DSC,TYPE,LOB,andBRAND.
FromtheSAMP_REVENUE_Fobject,selectORDER_NUMBER,REVENUE,UNITS,DISCNT_RATE,
ORDER_STATUS,andCURRENCY.
FromtheSAMP_OFFICES_Dobject,selectCOMPANY,ORGANIZATION,DEPARTMENT,and
OFFICE_DISC.

d.ClicktheSavebutton.Thiswillbringyoubacktothedataseteditor.Observethattheselectedobjectsappear
inthequery.
e.ClickOK.Thiswillsavethedataset.ThedatadiagramisdisplayedforthenewlycreateddatasetQ2
TransDBasG_2.


11. a.ClickNewDataSettocreateanotherdataset.

b.SelectSQLQuery.TheCreateDataSetSQLdialogboxappears.

c.EnterthenameforthisdatasetasQ3ActualSales.

d.ThedatasourceforthisdatasetisthesameastheQ2thedefaultdatasourceBISAMPLE.

12. a.EntertheSQLqueryexactlyasgivenbelow:

select"SAMP_REVENUE_F"."OFFICE_KEY"as"OFFICE_KEY",
"SAMP_REVENUE_F"."PROD_KEY"as"PROD_KEY",
"SAMP_REVENUE_F"."BILL_MTH_KEY"as"BILL_MTH_KEY",
"SAMP_REVENUE_F"."BILL_QTR_KEY"as"BILL_QTR_KEY",
"SAMP_REVENUE_F"."CURRENCY"as"CURRENCY",
sum("SAMP_REVENUE_F"."REVENUE")as"REVENUE",
sum("SAMP_REVENUE_F"."UNITS")as"UNITS",
"SAMP_PRODUCTS_D"."PROD_DSC"as"PROD_DSC",
"SAMP_OFFICES_D"."OFFICE_DSC"as"OFFICE_DSC"
from"BISAMPLE"."SAMP_OFFICES_D""SAMP_OFFICES_D",
"BISAMPLE"."SAMP_PRODUCTS_D""SAMP_PRODUCTS_D",
"BISAMPLE"."SAMP_REVENUE_F""SAMP_REVENUE_F"
where"SAMP_PRODUCTS_D"."PROD_KEY"="SAMP_REVENUE_F"."PROD_KEY"
and"SAMP_OFFICES_D"."OFFICE_KEY"="SAMP_REVENUE_F"."OFFICE_KEY"
groupby"SAMP_REVENUE_F"."OFFICE_KEY","SAMP_REVENUE_F"."PROD_KEY",
"SAMP_REVENUE_F"."BILL_MTH_KEY","SAMP_REVENUE_F"."BILL_QTR_KEY",
"SAMP_REVENUE_F"."CURRENCY","SAMP_PRODUCTS_D"."PROD_DSC",
"SAMP_OFFICES_D"."OFFICE_DSC"
b.ClickOK.ThequeryisprocessedandadatadiagramisdisplayedforthisdatasetasG_3.


13. a.ClickNewDataSettocreateadatasetfromthelocalMicrosoftExcelfile.

b.Selectthedatasettypefromthelisttolaunchtheappropriatedialog.InthisexampleselectMicrosoftEXCEL
File.TheCreateDataSetExceldialogboxappears.

14. a.EnteranameforthisdatasetasQ4TargetSales.
 b.YouwillhavetoselecttheDataSourcewheretheExcelfileresides.Inthisexample,thedataresidesina
localMSExcelfile.

15. a.YouwillhavetoselecttheoptionLocaltoenabletheUploadbutton.

ClicktheUploadicon .

b.BrowsethefileSAMP_TARGETS_BIPDEMO.xls,andthenclickUpload.ThisfileisavailabletoyouintheMy
TemplatesandFilesfolder.

16. IftheExcelfilecontainsmultiplesheetsortables,youwillhavetoselecttheappropriateSheetNameorTable
Nameforthisdataset.Inthisexample,theExcelfilehasmultiplesheets,andtheappropriatesheetname
chosenisMNTH_TARGET_SALES.


17. ClickOK.ThisdatasetisalsoaddedinthePropertiespane.
 Savethedatamodel.

18. Linkthedatasetstodefineamasterdetail(orparentchild)relationshipbetweentwodatasets.Definingan
elementlevellinkenablesyoutoestablishthebindingbetweentheelementsofthemasteranddetaildatasets.
Youwillneedtodefinetheindividualdatalinksnow.

a.Selectthedatatobelinked,andthenclicktheExpandicon( )intheelementactionmenu.Inthisexample,
itisOFFICEfromthedatasetG_1.
 b.SelecttheCreateLinkaction.

19. a.TheCreateLinkwindowisdisplayedwiththeavailabledataforlinking.

Forthisexample,selectOFFICE_DSCfromthedatasetG_2.

b.ClickOK.


20. AlinkbetweenOFFICEandOFFICE_DSCforthetwodatasetsG_1andG_2iscreated.

21. Similarly,youcancreatelinksforotherdatasetstosuityourrequirements.
 ThisexamplehasthefollowingelementlevellinksbetweenthedatasetsG_3andG_4.

G3.Office_Key=G4.Office_key_1
G3.Prod_key=G4.Prod_key_1
G3.Bill_MTH_Key=G4.Bill_MTH_Key_1

22. Savethedatamodel.

23. NowyouarereadytoruntheXMLoutputforthisdatamodel.ClicktheXMLiconintheglobalheader.

24. Choosetheappropriatenumberofrowsforthedisplay.Inthisexample,itis"five."

ClickRun.

25. YoucanseethegeneratedXMLoutput.

Thisconcludestheexampleoncreatingmultipledatasets.
Summary
Inthistutorial,youhavelearnedhowto:

CreateaMasterDetailReport
Usesubtemplates
ConfigureadvancedsecurityoptionssuchasPDFsecurityanddigitalsignaturesforreports
Scheduleandburstareporttoafilelocation
Translatereports
Createadatamodelwithmultipledatasets

Resources
OraclebyExampleBusinessIntelligenceEnterpriseEdition
OracleLearningLibraryHome

Credits
LeadCurriculumDeveloper:SindhuRao
OtherContributors:KasturiShekhar,NikolasPsomas,PradeepSharma

Copyright2011,Oracleand/oritsaffiliates.Allrightsreserved