Creating my first report for BI Publisher in offline mode!

January 22nd, 2008 by Rajender Singh · 5 Comments

Today I went through BI Publisher Desktop Tool , used for designing report template for BI Publisher.

With my 8+ years of experience in Oracle Reports, while designing this sample template I felt as I am designing it in Oracle report.

Over all, it left a good impression on me, so I though of sharing my experience of designing my first report for BI Publisher.

Before starting we need to install a BIPublisherDesktop plugin for ms word. Once done we can start the ms word and can see the BI Publisher related menus under addon.

Step 1: Under Oracle BI Publisher under add on. Click Load XML Data under Data menu.

Once the sample XML Data is loaded, we can proceed to designing the report.

Click option “Table Wizard” under “Insert” Menu as follows:

Go through Wizard steps as follows:

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When clicked finish, one can see layout as follows. Now this file should be saved as rtf format. This will act as template for our BI Publisher when deployed. But at moment we are concentrating only on designing.

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To preview the result go to Preview and click the format you want.

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Here I choose “PDF” and result was as follows:

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Now if we want to edit the layout, we can do it as normal ms word document.

Example I added title in the header, changed the color and font size.

Then see the preview again in your choice of format.

wow! It was really easy even for those people who don’t have any experience in building reports.

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Tags: BI Publisher · Oracle BI Publisher Desktop

5 responses so far ↓

1 Tim Dexter // Jan 23, 2008 at 3:37 am

Hi Rajender
Great post, now you need to get into some funky stuff like regrouping (not something you could do in Reports) and some conditional formatting.
Thanks
Tim
2 Rajender Singh // Jan 23, 2008 at 9:36 am

Hi Tim,

Thanks !

Surely I will try to do all those stuff.

Regards,

Rajender
3 Octavio Teixeira // Jan 25, 2008 at 5:19 pm

Hi.
This is a good post. What i would like to see is something like this but done with a standard Oracle EBS report like the Invoice Aging Report from Payables or Aging 7 Buckets Report from Receivables.

Regards,
Octavio
4 rajs // Jan 30, 2008 at 12:30 pm

Hi Tim,

Got to read one of white paper written by you called “XML Publisher Templates by Example”.

I must say its a very good documents for starter like me.

I promise that lot of posting will be coming based on it.

Thanks & Regards,

Rajender
5 Robert Price // Jul 24, 2008 at 1:14 am

Hi Rajender,
I have been able to get this far in building my document using the XML source from my JD Edwards and then uploading back into JDE in order for the report associated with it to run against the report definition. Have you had any problems trying to get the results from your environment? (without downloading the source again)