Sunday, 8 April 2012

Working with BI Publisher 11g - Part3 - Creating a Report

In this post, we learn to create a report using the Data Model which we have created in the Previous Post. So we can this post a continuation of previous post. We are going to learn How to create a report step by step. So Login into BI Publisher and follow the steps and Do not log out from the window to ask to do so.
Step1:
Once we logged into the BI Publisher click Report from create tab of left side pane or click New -> Report. Refer below screenshot 


Step2:
Select 'Use Existing Data Model' to use the data model to create the report

Step3:
Select the 'Sample_Employee_DM' data model which we have created in the previous session. and click 'Next'


Step4:
Once we selected the data model we will get two options to use
   i. Guide Me -> Which is having further few more steps to create the report
  ii. Using Report Editor -> Which will take the select data model and will give the 
Select 'Guide Me' and click Next
Step5: 
select the data model columns from the left side pane and click Next



Step6:
In this step save the report with the name 'Employee Report' in the 'Reports' folder inside the 'Publisher' folder. and click Save

Step7:
In the next step select  'View Report' and click 'Finish'

Step8:
Once we clicked 'Finish' with the above step It will open the report in the default layout with table data format. We can ascend, descend or filter the reports by clicking on the column header. We can see the Department Name as a prompt in the report. 
Step9:
Click properties and click 'Edit Layout' with the above step. We will get the report in the layout editor with the default table data format.


Step9:
Just select all columns and data of this default data table format and delete it. Now empty space will be available. Click on 'Layout Grid' and insert 2X2 rows and columns
We will get the below screen

Step10: 
Now click on the first grid in the layout and insert the Bar chart into that grid and drag the department name column from data model to bar chart series label and drag the salary column into the value labels in the bar chart. 
Now apply the summation average to see the average salary of total employees by department wise.
Step11:
Now select the second grid in the first row of the layout and insert a pie chart with ring type and drag the department name and salary in series label and value label respectively.
Now the layout is ready with two chart report. In the pie chart apply percentage from summation. so the pie chart will represent the percentage of salary by department wise.


Step12:
Now select second row from the layout. select two columns from second row and merge that into a single row. Now select 'Data Table' from insert table and drag into the second row of the layout.
 Now drag Department name, employee name, hire data, salary from data model into that data table.

Step13:
select Department Name column and click 'Grouping' option and select above. So the department column will come like prompt above the table report. 
Select 'Hire Date' column and click Data formatting option. There we will get various option to select. Select any particular type of date which you want to display in the data format.

Step14:
Now select Salary column and click Data formatting, there we will get various option like thousand separator, currency symbol, decimal point and etc., So apply the formats which you want to do with the salary columns.



Step15:
From conditional formatting we can apply the conditions same like when we are creating an analysis with presentation columns in a subject area. So here I have applied the conditional formatting in salary which will give red back ground when salary is less than or equal to $4999, and will show yellow background when salary between $5000 to $9999 and will show green background when salary is greater that or equal to $10000


Step16:
Apply save after every bit of work has done. grid layout into above and below the reports to apply a header and footer. So after inserted a single row with two columns above the chart insert two data labels into the columns and Double click into the label to give the name of the charts. 


Step17:
Insert layout grid with single row with three column below the table report and insert a data label into each column.Now apply page elements into the footer like page number, time, date. Finally save the report and select 'PDF' format from the various format which is available in the list.
Now we will get the report like below screen which is showing 'Employee Salary Analysis' report with two charts and one data table.



Showing the reports into Interactive Dashboard:
We can add the BI Publisher reports into the dashboard. For this we need to edit the dashboard page and select the publisher report from saved folder and drag into the dashboard page where we want to display the report. Save and run the dashboard. We can see the publisher report into the dashboard.

6 comments:

  1. I actually enjoyed reading through this posting.Many thanks.








    Data Formatting Services

    ReplyDelete
  2. Hi Bose,

    Thanks a lot for this post. It was very helpful to me.

    - Vrushali Kulkarni

    ReplyDelete
  3. Can you please help me to how to create report using XML file and how to validate data on xml ...

    ReplyDelete
  4. Very informative, Thanks for posting this.. :)

    ReplyDelete
  5. Anyone know how to remove white space within the BIP layout template? I am viewing as PDF and when fields are blank the row space is still there. In crystal we would suppress but I can't find anyway to do that here.

    ReplyDelete
    Replies
    1. Sorry Brian,

      I don't know.

      Best,
      Bose

      Delete

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