Create Pixel Perfect Reports using Analytics Cloud

Asseco Academy » Training » Create Pixel Perfect Reports using Analytics Cloud

Training D105407GC10

Create Pixel Perfect Reports using Analytics Cloud

IT Solutions Oracle

Accreditation

Training description

The Create Pixel Perfect Reports using Analytics Cloud course is targeted at Business Analysts and teaches how to use Oracle Analytics Publisher to create, manage, and deliver highly formatted documents. This course covers authoring various documents like operational reports, electronic funds transfer documents, and marketing letters. Discover advanced features, document management, integration, and deployment strategies to become an Oracle Analytics Publisher expert.

After completing this course you will learn how to:

Configure system settings
Set up data sources
Configure connections to delivery servers
Configure the scheduler
Diagnose and monitor system processes
Fetch and structure the data to use in reports
Create report definitions and design layouts

Scope

BI Publisher: Introduction

Objectives

Pixel-Perfect Reporting

Logging in to Oracle Analytics Cloud

BI Publisher Home Page

Alternate Home Page (Analytics) with BI Tools

BI Publisher Global Header

Global Header: Open and New

Browsing the Catalog

BI Publisher Repository Object Types

Viewing Reports

Creating a New Folder

Managing Catalog Objects

Adding to Favorites

Managing Favorites

Creating Reports: Overview

Launching the Report Wizard from the Home Page

Additional Methods for Launching the Report Wizard

Step 1: Select Data

Step 1: Options—Use Data Model

Step 1: Options—Upload Spreadsheet

Step 1: Options—Use Subject Area

Using the Guide Me Workflow

Step 2: Select Layout

Steps 3 and 4: Create Chart

Step 5: Create Pivot Table

Step 5: Create Table

Step 6: Save Report

Step 6: View Report

Editing Report Layouts

Configuring Layouts and Reporting Properties

Configuring Layouts

Layout Toolbar

Setting Report Properties

Report Properties: General Tab

Report Properties: Caching

Report Properties: Formatting

Report Properties: Font Mapping and Currency

Configuring Report Parameters in the Report Editor

Summary

Data Model Editor

Objectives

Data Model Editor

Data Model Properties

Supported Data Sources

Private Data Sources

Creating a Private Data Source

Creating a Data Model Based on a SQL Query Data Set

Step 1: Define Default Data Sources and Output Options

Step 2: Add a SQL Query Data Set

Step 3: Build a Query in Query Builder

Step 3: Query Builder—Select Objects

Step 3: Query Builder—Define Relationships

Step 3: Query Builder—Select Columns

Step 3: Query Builder—Add Aliases and Conditions

Step 3: Query Builder—View Results

Step 3: Query Builder—Save the Query

Step 4: Save the Data Model

Step 5: View Output and Save Sample Data

Step 5: Save Sample Data and Export

Creating a Report from Data Model Editor

Adding Parameters

Adding LOVs: SQL Query Type

Adding LOVs: Changing SQL and Viewing Parameter

Verifying LOV in a Report

Date Parameter Example

Bind Variables

Configuring Parameter Setting for a Report

Viewing a Report and Editing Parameter

Verifying Parameter Changes

Adding LOVs: Fixed Type

Cascading Parameters

Summary

Layout Editor

Objectives

Layout Editor

Opening the Layout Editor: Method 1

Opening the Layout Editor: Method 2

Opening the Layout Editor: Method 3

Edit Report Versus Edit Layout

Report Editor

Select a Predefined Template

Layout Editor Interface

Navigating the Layout Editor Interface

Properties and Context-Sensitive Toolbar

Properties and Context-Sensitive Menus

Creating a Layout with a Basic Template

Inserting a Layout Grid

Working with Data Tables

Inserting a Data Table

Adding Data Fields

Table Tab and Dynamic Table Menus

Formatting Data in a Table

Number and Date Formats

Defining Groups and Subtotals

Defining Sorts

Applying Conditional Formats

Managing Conditional Formats

Defining a Table Filter

Filter Definition

Working with Charts

Inserting a Chart

Adding Data Fields to a Chart

Editing Charts

Editing Chart: Additional Tasks

Working with Repeating Sections

Repeating Section Results

Text Items and Images

Working with Lists

Working with Gauges

Pivot Table

Page Layout Features

Formatted Report

Saving a Layout

Summary

Template Builder

Objectives

Introduction to Template Builder

Installing Template Builder

Template Builder Interface

BI Publisher Menu: Online

BI Publisher Menus: Online

BI Publisher Menus: Insert

BI Publisher Menus: Preview and Tools

BI Publisher Menus: Options

Relationship between RTF and XML

Creating an RTF Template Using Sample XML Data

Step 1: Create an RTF Template from a Sample Layout

Step 2: Load the Sample Data

Step 3: Insert Fields

Step 4: Preview the Data

Step 5: Insert a Table

Step 6: View the Results

Changing Field Properties

Previewing the Data

BI Publisher Charts

Adding a Chart to an RTF Template

Step 1: Use Template Builder to Insert a Chart

Step 2: Define the Chart

Step 3: Preview the Chart

Pivot Table Support in Template Builder

Pivot Table Results

Designing an RTF Template in Online Mode

Step 1: Log On to BI Publisher

Step 2: Open the BI Publisher Report

Step 3a: Define the RTF Template—Add a Table

Step 3b: Define the RTF Template—Add a Chart

Step 4: Preview the Data

Step 5: Upload the Template and View the Layout

Supported MS Word Native Formatting Features

Creating a New Report Using Template Builder

Methods of Creating RTF Templates

Exploring the Basic Method

Exploring the Form Field Method

Form Field Example: Inserting a Table

Form Field Example: Populating the Table

Form Field Example: Completed Template

Advanced RTF Template Techniques

Grouping in the Table Wizard

Sorting in the Table Wizard

Running Totals in the Table Wizard

Page and Section Breaks in the Table Wizard

Adding Page Numbers

Formatting Dates

Formatting Numbers

Conditional Formats

Conditional Formats Results

Creating a Conditional Region

Page-Level Calculations

Adding Page-Level Calculations

Brought-Forward and Carried-Forward Totals

Brought-Forward and Carried-Forward Totals Results

Backgrounds and Watermarks

Drawings and Shapes

Excel Templates

Excel Template Builder

Sample Excel Template

Summary

Scheduling and Bursting: BI Publisher

Objectives

Schedule BI Publisher Reports

Schedule Report Job: Overview

General Options Tab

Output Options Tab

Schedule Options Tab

Notification Options Tab

Diagnostic Tab

Submit the Job and Review the Confirmation Details

Manage Report Jobs

Manage Report Jobs: Edit a Report Job

Report Job History: Overview

Report Job History: Details

Download and Republish

Send the Output to a New Destination

Schedule a Report with Trigger: Overview

Set a Schedule Trigger

Review the Data Model That Contains the Trigger

Create a Job That Uses a Trigger

Choose the Trigger and Submit the Job

Verify in Job History

Bursting a Report

Bursting Key Concepts

Add a Bursting Definition

Enable a Report to Use a Bursting Definition

Schedule a Bursting Job

View the Results After Bursting

Summary

Create Data Models and Reports Based on Other Data Sources: BI Publisher

Objectives

Supported Data Sources

HTTP (XML Feed) Data Source

Create a BI Publisher Report Based on HTTP (XML Feed)

Step 1: Define an HTTP Data Set

Step 2: View the Data

Step 3: Create a Report

Create a BI Publisher Report Based on an XML File

Step 1: Define an XML File as a Data Set

Step 2: View the Data

Step 3: Create a Report

Create a BI Publisher Report Based on a CSV File

Step 1: Define a CSV Data Set

Step 2: View the Data

Step 3: Create a Report

Create a BI Publisher Report Based on an Excel Spreadsheet

Step 1: Define an Excel Spreadsheet as a Data Set

Step 2: View the Data

Step 3: Create a Report

Create a BI Publisher Report Based on a BI Analysis

Step 1: Define a BI Analysis Data Set

Step 2: View the Data

Step 3: Create a Report

View Objects

Summary

BI Publisher: Administration

Objectives

Administration Page

Data Sources

Data Sources: JDBC Connection

Define a JDBC Connection

Data Sources: JNDI Connection

Data Sources: OLAP Connection

Data Sources: Web Service Connection

Data Sources: HTTP (XML Feed) Connection

Data Sources: Content Server Connection

Delivery

Delivery Configuration

Delivery: Print or Fax

Delivery: PDF Printing

Delivery: Email

Delivery: HTTP

Delivery: FTP

Delivery: Content Server

Delivery: Content and Experience Cloud

Delivery: Object Storage

Delivery: CUPS

System Maintenance

Server Configuration Overview

System Maintenance: Architecture of Scheduling

BI Publisher Scheduler Process Flow

System Maintenance: Scheduler Configuration Overview

System Maintenance: Scheduler Diagnostics Overview

System Maintenance: Report Viewer Configuration

System Maintenance: Manage Cache

System Maintenance: Manage Job Diagnostics

System Maintenance: Upload Center

Runtime Configuration

Runtime Configuration: Properties Overview

Runtime Configuration: Font Mappings

Add Font Mapping

BI Publisher Folder Permissions

BI Publisher Report Object Permissions

Assign Permissions

Summary

Translations: BI Publisher

Objectives

Translation Types

Translate Using a Localized Template

Use the Localized Template Option: Process Overview

Step 1: Design the Localized Template

Step 2: Upload the Localized File to Template Manager

Localized Template Results

Translate Using XLIFF

Structure of an XLIFF File

XLIFF File Attributes

XLIFF File Embedded Data Fields

Use the XLIFF Option: Process Overview

Step 1: Generate the XLIFF file using Template Builder

Step 1: Generate the XLIFF file from Layout Properties

Step 2: Translate the Strings

Step 3: Preview the Strings

Step 4: Upload the Translation

Results for XLIFF File

Manage Translations

Overall Translation Process

Catalog Translations

Export the XLIFF File for a Catalog Folder

View the Exported File

Import the File for a Catalog Folder

User Preferences

Summary

Integrating BI Publisher with Oracle BI Enterprise Edition

Objectives

Revisiting the BI Foundation Suite Model

Oracle BI Publisher and Oracle BI EE Integration

Configuring a JDBC Connection to BI Server

Navigating Oracle BI EE

Creating Objects from the Global Header

Creating a Report Based on a BI EE Subject Area

Viewing a Report Based on a BI EE Subject Area

Creating a Data Model and Report Based on a BI Server SQL Query: Process Overview

Step 1: Adding a SQL Query Data Set

Step 2: Selecting the Objects for the Query

Step 3: Viewing the Results and Saving the Query

Creating a Data Model and Report Based on Oracle BI Analysis

Step 1: Adding an Oracle BI Analysis Data Set

Step 2: Defining XML Tag and Display Names

Step 3: Viewing and Saving Sample XML Data

Step 4: Creating a Report for the Analytic Data Source

Step 5: Viewing Your Report

Adding a BI Publisher Report to an Oracle BI EE Dashboard

Step 1: Logging Into Oracle BI EE and Editing Your Dashboard

Step 2: Adding a BI Publisher Report to Your Dashboard

Step 3: Running Your Dashboard

Summary

Integrating BI Publisher with Oracle Analytics Cloud

Objectives

Logging Into Oracle Analytics Cloud

Oracle Analytics Cloud Home Page

Navigating Oracle Analytics Cloud –Classic Home

Oracle Analytics Cloud Classic Home Page

Creating Objects from the Global Header

Configuring a JDBC Connection

Creating a Data Model Based on a SQL Query Data Set

Step1: Adding a SQL Query Data Set

Step 2: Query Builder – Define Relationships and Select the Columns

Step 2: Query Builder – View Results

Step 2: Query Builder – Save the Query

Step 3: Save the Data Model

Step 4: View Output and Save Sample Data

Step 5 : Create a Report from Data Model Editor

Step 6: View Your Report

Adding a BI Publisher Report to an Oracle Analytics Cloud Dashboard

Step 1: Edit Your Dashboard

Step 2: Add a BI Publisher Report to Your Dashboard

Step 2: Add a BI Publisher Report to Your Dashboard and Run the Dashboard

Step 3: View Your Dashboard results

Summary

Integrating BI Publisher with Oracle Transactional Business Intelligence

Objectives

Log Into Oracle Transactional Business Intelligence

BI Publisher Home Page

Log Into Oracle Transactional Business Intelligence

Oracle Analytics Cloud Classic Home Page

Create Objects from the Global Header

Configure a JDBC Connection

View an Existing Data Model

Create a Report from Data Model Editor

View Your Report

Adding a BI Publisher Report to an Oracle Transactional Business Intelligence Dashboard

Step 1: Edit Your Dashboard

Step 2: Add a BI Publisher Report to Your Dashboard

Step 2: Add a BI Publisher Report to Your Dashboard and Run the Dashboard

Step 3: View Your Dashboard results

Summary

Security: BI Publisher

Objectives

Secure Reporting with BI Publisher

Business Challenge

Solution

Virtual Private Database (VPD)

How VPD works?

Implement Row Level Security with BI Publisher

Apply the VPD Policy

Verify the VPD Policy

Update the BIP Data Source

Test the BIP Report – Employee Salary Report SMITH

Test the BIP Report – Employee Salary Report CLARK

Summary

Training schedule

Remote

… if you value the opportunity to learn with a trainer and other participants, from anywhere without having to commute.

Stationary

… if you want to learn while sitting in the same room with the trainer and other participants.

Online

… if you want to learn from materials available via the interenet anywhere at any time

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