how to create reports in bi publisher ui

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How to Create Reports in BI Publisher UI

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Page 1: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 1

copy 2009 Oracle Financial Services All rights reserved 2

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisionsThe development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

copy 2009 Oracle Financial Services All rights reserved 3

Creating Reports Using BI Publisher GUI

- Shalini Goel

copy 2009 Oracle Financial Services All rights reserved 4

BIP Processing Basic Flow Diagram

copy 2009 Oracle Financial Services All rights reserved 5

Two ways of creating reports using Oracle BIP GUI

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

Creating Data Template type Data Sets ndash Use it when there is multiple SQL queries need to be used for fetching the data in the report

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 2: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 2

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisionsThe development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

copy 2009 Oracle Financial Services All rights reserved 3

Creating Reports Using BI Publisher GUI

- Shalini Goel

copy 2009 Oracle Financial Services All rights reserved 4

BIP Processing Basic Flow Diagram

copy 2009 Oracle Financial Services All rights reserved 5

Two ways of creating reports using Oracle BIP GUI

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

Creating Data Template type Data Sets ndash Use it when there is multiple SQL queries need to be used for fetching the data in the report

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 3: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 3

Creating Reports Using BI Publisher GUI

- Shalini Goel

copy 2009 Oracle Financial Services All rights reserved 4

BIP Processing Basic Flow Diagram

copy 2009 Oracle Financial Services All rights reserved 5

Two ways of creating reports using Oracle BIP GUI

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

Creating Data Template type Data Sets ndash Use it when there is multiple SQL queries need to be used for fetching the data in the report

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 4: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 4

BIP Processing Basic Flow Diagram

copy 2009 Oracle Financial Services All rights reserved 5

Two ways of creating reports using Oracle BIP GUI

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

Creating Data Template type Data Sets ndash Use it when there is multiple SQL queries need to be used for fetching the data in the report

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 5: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 5

Two ways of creating reports using Oracle BIP GUI

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

Creating Data Template type Data Sets ndash Use it when there is multiple SQL queries need to be used for fetching the data in the report

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 6: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 6

Creating Reports using SQL Query Dataset

STEP 1 Log into BI Publisher screen ndash http[localhost][port]xmlpserver

STEP 2 Login as Username lsquoAdministratorrsquo and Password lsquoAdministratorrsquo

STEP 3 Click on link on the dashboard

STEP 4 Click on link amp enter folder name

and click on lsquoCreatersquo button

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 7: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 7

Creating Reports using SQL Query Dataset ndashContd

STEP 5 Click on

STEP 6 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 7 Click on link

link on the dashboard

STEP 8 Click on lsquoData Modelrsquo and then lsquoNewrsquo

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 8: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 8

Creating Reports using SQL Query Dataset ndashContd

STEP 9 Enter following entries and query

STEP 10 Click on tabNote Tab shown on extreme right can also be used to create queries and joins

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 9: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 9

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

Creating reports using SQL Query Dataset ndashContd

Following file named as SQLDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 10: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 10

Creating Reports using SQL Query Dataset ndashContd

STEP 11 Click on link to view the report

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 11: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 11

Creating Reports using SQL Query Dataset ndashContd

STEP 12 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

STEP 13 To create Templates download ldquoTemplate Builderrsquo Click on lsquoShared foldersrsquo link

STEP 14 Click on lsquoTemplate Builderrsquo link on LHS to download Template Builder

Note After its installation you will find a separate lsquoAdd Insrsquo Tab in MS Word ndash used for including BI Publisher Template Builder facilities

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 12: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 12

Creating Templates For SQL Query Dataset Report

STEP 1 Create a SQLDataSet_Reportrtf

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

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 13: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 13

Creating Templates For SQL Query Dataset Report ndashContd

STEP 5 Create a table that will display BankerId amp FirstName

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 14: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 14

STEP 6 Select and finish the wizard by clicking Next

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 15: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 15

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderSQLDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

STEP 8 Again Go back to BIPublisher UI and repeat Step 11 amp12 of Slide 10rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For SQL Query Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 16: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 16

Creating Reports using DataTemplate Dataset

STEP 1 Login to BI Publisher UI and open lsquoMyFolderrsquo folder

STEP 2 Click on link amp enter Report Name

and click on lsquoCreatersquo button

STEP 3 Click on link

STEP 4 Click on lsquoData Modelrsquo and then lsquoNewrsquo

Note Refer Step 1 to 5 of slide 6 and 7 for more details

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 17: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 17

STEP 5 Enter following entries and query

STEP 6 Click on tab

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 18: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 18

A file named as DataTemplateDataSet_Reportxdo gets created at BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location Below is shown a sub-section of that xdo file This is actually what we entered in STEP 5 of previous slide

ltdataTemplategt - Root tag elementltdataQuerygt - multiple ltsqlStatementgt tags can exist inside itltsqlStatementgt - tag is used for one single SQL queryltdataStructuregt - tag is used for structuring the data output in xml format

Creating Reports using DataTemplate Dataset ndashContd

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 19: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 19

Creating Reports using DataTemplate Dataset ndashContdSTEP 7 Click on link to view the report

STEP 8 Click on TabNote As there is no Template so report will be shown in XML Data Format (shown on right)

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 20: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 20

STEP 1 Create a DataTemplateDataSet_Reportrtf

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 21: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 21

STEP 5 Create two tables 1 One will display BankerId amp BankerName 2 One wil display Cust Id amp CustName

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 22: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 22

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

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 23: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 23

A table will be created finally Afterwards itrsquos normal formatting as per requirements

lsquoPreviewrsquo Option can be used to preview the report output

Creating Templates For DataTemplate Dataset Report ndashContd

STEP 7 Final step is uploading the Template to reportrsquos directory BIP_HOMExmlpXMLPReportsMyFolderDataTemplateDataSet_Report location

Enter lsquoTemplate1rsquo as Template name and click lsquoOKrsquo

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 24: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 24

STEP 8 Again Go back to BIPublisher UI and repeat Step 7 amp8 of Slide 19rsquo Template1rsquo will be shown in the drop down which can be used to view report as a PDF

Creating Templates For DataTemplate Dataset Report ndashContd

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 25: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 25

Thank You

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
Page 26: How to Create Reports in BI Publisher UI

copy 2009 Oracle Financial Services All rights reserved 26

  • Slide 1
  • Slide 2
  • Slide 3
  • BIP Processing Basic Flow Diagram
  • Two ways of creating reports using Oracle BIP GUI
  • Creating Reports using SQL Query Dataset
  • Creating Reports using SQL Query Dataset ndashContd
  • Creating Reports using SQL Query Dataset ndashContd (2)
  • Slide 9
  • Creating Reports using SQL Query Dataset ndashContd (3)
  • Creating Reports using SQL Query Dataset ndashContd (4)
  • Creating Templates For SQL Query Dataset Report
  • Creating Templates For SQL Query Dataset Report ndashContd
  • Slide 14
  • Creating Templates For SQL Query Dataset Report ndashContd (2)
  • Creating Reports using DataTemplate Dataset
  • Slide 17
  • Creating Reports using DataTemplate Dataset ndashContd
  • Creating Reports using DataTemplate Dataset ndashContd (2)
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26