bi

1. REMINDER
Check in on the
COLLABORATE mobile app
Building BI Publisher Reports
using Templates
Prepared by:
Thomas Cutting – Volantic, Inc
Session ID#: 200770
@volantic

2. Introductions
■ Thomas Cutting, PMP
▪ Project & Process Lead, Volantic, Inc.
▪ Configuration & Migration
▪ P6, Instantis, BI Publisher…

3. Agenda
■ BI Publisher Overview
■ Reporting Structure
■ Sample Dataset
■ Boilerplate Templates
■ RTF Templates
■ Generated RTF Layout
■ Create Excel Template from Sample

4. BI Publisher Overview

5. BI Publisher Overview
Datasets
Reports

6. Dataset
Template
Report
BI Publisher Reporting Structure

7. Sample Dataset
■ Create SQL Query Base

8. Sample Dataset
■ Field Selection and Conditions

9. Sample Dataset
■ Generated SQL

10. Sample Dataset
■ Edited Using Base

11. Sample Dataset
■ Confusing Concentration

12. Sample Data

13. Boilerplate Templates
■ Existing structure for built in Templates
■ Modify existing or Add New Layout

14. Boilerplate Templates
■ Customize the head, footer and structure

15. Boilerplate Templates
■ Use in New Report

16. RTF
■ Pre-Built Samples

17. RTF
■ Generate File

18. RTF Delimited
Template
Repeating Section
on FULLPATHNAME
Top Level G_1
Title Line
CHR(44) is
comma (,)

19. RTF Report and FTP

20. Generated RTF Layout
■ Create a Report
■ Select a Layout
■ Generate from
Dataset

21. Generated RTF Layout
■ Edit Layout

22. Generated RTF Layout
■ Upload Layout

23. Excel from Sample
■ Create and Export Data

24. Excel from Sample
■ Download BI Publisher Desktop
■ Open Blank Sample (Start / Oracle BI
Publisher Desktop / Samples)

25. Excel from Sample
■ Layout and format the spreadsheet to requirements
■ Name each of the data fields XDO_?NAME?
■ Name Total (F6 and G6) fields similarly

26. Excel from Sample
■ Dates are recorded in long format (Date / Timestamp)
■ Use second column to trim date and format
■ Hide “real” date column

27. Excel from Sample
■ View and edit field names
in Formulas / Name
Manager

28. Excel from Sample
■ Create calculation for
total fields

29. Excel from Sample
■ Create recurring data lines by highlighting the data fields to
repeat and naming the field XDO_GROUP_?FIELD?
■ FIELD is the data field that represents a new row

30. Excel from Sample
■ Use Template View to test configuration
■ Select exported data and template
■ Set Output Format to
Excel
■ Select Start Processing

31. Excel from Sample
■ Results:

32. Excel from Sample
■ Export layout using Excel Add-On
■ Upload Layout to the Report

33. Volantic Consulting Services
Strategic
Consulting
• Assessments
• Requirements
• Roadmap
Training
• On site
• Virtual
• On Demand
Implementation
• Processes
Optimization
• Change
Management
• Installation
Technical
• Integration
• Cloud
Management
• Custom Apps
We see the world in three colors: Black, White and Oracle®

34. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app

35. ■ Our purpose is to inform and educate our members on current and future
functionality of Oracle Primavera products, while offering a forum for peers to
share their experience and knowledge in the use of Primavera.
■ Educational opportunities across the Primavera product suite
■ Online Learning Series August 17th – September 4th
■ Call for presentation opening April 27th
■ Monthly Community Calls
■ 3rd Thursday of the month at 1:00 pm ET
■ Networking with other users within the Primavera community
■ Partnering with Oracle Primavera to meet the needs of our diverse
membership.
■ Membership is open to anyone with an interest in the Oracle Primavera products,
with no dues for membership. All members can vote on matters brought before
the OPSIG. Membership requests may be reviewed by the OPSIG board.
OPSIG is the home for
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