BI Report Generation in Oracle Fusion

Pre-requisite: Install BI Publisher Desktop version as a plugin in your Microsoft Word else you wont be able to create BI reports. Use below link to download the plugin.

https://www.oracle.com/middleware/technologies/analytics-publisher/downloads.html

Step1: Creation of New DATA MODEL

  • Navigation -> Select Tools -> Click on Report and Analytics
  • Click on Browse Catalog
  • Go to Menu Option New -> Data Model
  • Click on + Icon and Select SQL Query
  • Write SQL query and Click on OK.
  • Save Data model with Name XXLT_ITEM_FILE_MODEL
  • Go to Data Tab to view data extracted from SQL query in Table View Mode.
  • Click on Export Tab to save Data model. Save Data Model into a folder in your computer, where you wish to store all repositories.

Step 2: Create Report Layout

  • In your computer, Go to your folder/repository and create a word document. Save the Word Document in RTF format with name “XXLT_ITEM_FILE_TMPL”
  • In Word document, go to BI Publisher Menu. Click on Sample XML option.
  • Select Data model name “XXLT_ITEM_FILE_MODEL” and click on OK
  • Data Loaded Successfully message should appear.
  • Select Table Wizard option
  • It will choose data set by default
  • Choose fields which you want in report
  • Choose Group By option
  • Choose Sort By option and click Finish
  • Finally Layout will be created as shown below
  • Enter Header and Footer for Suitable Heading
  • Change Alignment accordingly and you can preview in PDF format to be sure report comes.

Step 3: Upload Report Layout

  • Click on Create Report from Menu Option.
  • Default Selection of Data Model wizard appears. Click on Cancel
  • On Left hand side, next to Data model there is Search icon. Click on it to choose Data model “XXLT_ITEM_FILE_MODEL”
  • Data Model should get selected
  • Click on Upload or Generate Layout
  • Go to your repository and select RTF document with name “XXLT_ITEM_FILE_TMPL”
  • Template will appear as below
  • Click on Save to save Report. Save report as “XXLT_ITEM_FILE_REPORT”
  • On RIGHT Corner there is View a List option, Click on it to view which report you want to see first in case we have multiple templates.
  • Click on View report to see data. We have option to see Data in PDF as well as in other format.

Step 4: To migrate BI Report from one instance to another

  • Select complete folder in case you want to transfer Template, Data model and report together in one go.
  • Click on Download. File will be downloaded in XDRZ format
  • Save file in repository, then click on Upload to upload RAVI TEST file in new instance. File will be uploaded.

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