Save the template on your computer for upload into BI Publisher. 3. Upload template into BI Publisher. 4. Name the report layout, select the Excel file to be used for the template, select Excel as template type, and choose English as the locale.One of the key factors imperative to a solutions long-term success is ensuring that the selected tool is cohesive and supported in the existing data platform environment.
A recent client on an Oracle platform was looking to automate legacy Excel reports and were limited by customer demands in changing the report formats. Oracle Business Intelligence (BI) Publishers Excel template feature fit the bill perfectly. BI Publisher is the report development tool for Oracle platforms. One unique offering is the ability to use an existing Excel document as a template for a BI Publisher report. An Excel template is often helpful if legacy reporting formats are critical to maintain, if large quantities of data need to be viewed, or if calculations need to be made outside of the data model aggregations. Bi Publisher Tutorial How To Create AThis guide covers how to create a BI Publisher report using an Excel template. The Oracle Business Intelligence suite will be used to develop the data model, set bursting parameters, and schedule the report generation. Bi Publisher Tutorial Download The OracleDownload the Oracle BI Spreadsheet Excel Add-In. When successfully installed, a BI Publisher tab will be added at the top of your Excel workbook. BI Publisher allows you to create data sets from multiple data sources. For more information and instruction on how to build a BI Publisher data model, please review Oracles user guide. Create a new data model to open an edit window. Add a data set. This report uses a SQL query data set. Update Tag Names in the data model structure tab. BI Publisher generates default names that are not required to be changed; however, intuitive names are helpful in the Excel template mappings. Generate and save sample XML data. If the data source you are looking for is not listed, it will need to be added to the BI Publisher environment as a global data source. When naming the XML tags, prefixing the fields with the dataset name can be helpful when mapping in Excel. This is especially helpful if you duplicate data across data sets. In most cases, I found it was easiest to build one dataset per Excel tab that I was planning. Below are examples of two different ways to create data models BI Publisher report bursting requires that you use the traditional BI data model and that you group the primary entity by the bursting key. Refer to the affiliate entity in the traditional BI data model below as an example of this grouping and find more information on BI Publisher Bursting here examples of ways to create data models 1. In the Create Report dialogue box, select data model as source and select the data model containing the data you want to use for the report. For an Excel template upload, select Use Report Editor as the creation option. Outside of BI Publisher, prepare your report template in Excel. This report template should be a visual template only without any data. You will have the ability to change this layout as you develop the report. Save the template on your computer for upload into BI Publisher. Upload template into BI Publisher. Name the report layout, select the Excel file to be used for the template, select Excel as template type, and choose English as the locale.
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