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Oracle BI Publisher Report Creation

1. This document provides instructions for creating a custom report in Oracle Business Intelligence (OBI) to display user roles and permissions. 2. It describes how to create a data model using an SQL query to retrieve user, role, and permission data from database tables. Parameters are added for searching by user name, full name, or role. 3. Steps are provided to build a report layout displaying the data, including grouping, formatting, and setting properties like page size. The completed report can be accessed through the OBI catalog.

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Yash
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38 views

Oracle BI Publisher Report Creation

1. This document provides instructions for creating a custom report in Oracle Business Intelligence (OBI) to display user roles and permissions. 2. It describes how to create a data model using an SQL query to retrieve user, role, and permission data from database tables. Parameters are added for searching by user name, full name, or role. 3. Steps are provided to build a report layout displaying the data, including grouping, formatting, and setting properties like page size. The completed report can be accessed through the OBI catalog.

Uploaded by

Yash
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Custom BIP Report: User Roles

1. Navigator > Tools > Reports and Analytics

2. Click Browse Catalog to open OBI Catalog

3. Create Data Model


Start creating new custom report by creating your own Data Model:
New > Published Reporting > Data Model

Create new SQL Data Set: New Data Set (+) > SQL Query
Provide following information:

Name: Provide Decriptive name


Data Source: ApplicationDB_FSCM
SQL Query: Copy / Paste provided SQL Query

-- USER ROLES ALL


select peru.USERNAME as "USER_NAME",
pern.FULL_NAME as "FULL_NAME",
pere.EMAIL_ADDRESS as "EMAIL_ADDRESS",
rv.ROLE_COMMON_NAME as "ROLE_COMMON_NAME",
rv.ROLE_NAME as "ROLE_NAME",
rv.DESCRIPTION as "ROLE_DESCRIPTION"

from FUSION.PER_USERS peru,


FUSION.PER_PERSON_NAMES_F_V pern,
FUSION.PER_EMAIL_ADDRESSES_V pere,
FUSION.PER_USER_ROLES ur,
FUSION.PER_ROLES_DN_VL rv
where 1=1
AND pern.person_id = peru.PERSON_ID
AND pere.person_id = peru.person_id
AND pern.EFFECTIVE_END_DATE > SYSDATE + 1
AND ur.user_id = peru.user_id
AND rv.role_id = ur.ROLE_ID

AND UPPER(rv.ROLE_COMMON_NAME) like NVL(UPPER(:P_ROLE_NAME), '%')


AND UPPER(peru.username) like NVL(UPPER(:P_USERNAME), '%')
AND UPPER(pern.FULL_NAME) like NVL(UPPER(:P_FULLNAME), '%')

Order by pern.FULL_NAME asc


Press <OK> to confirm changes

Accept automatic Parameter creation by selecting Parameters and Confirming by pressing <OK>

Provide Display Names for your new parameters. I noticed on my demo instance that this name should not
have spaces, otherwise parameter name will not be visible on the report (im not sure if this is some kind of
bug)

P_FULL_NAME: USER_FULL_NAME
P_ROLE_NAME: ROLE_NAME
P_USER_NAME: USER_NAME
You can also change the order of your parameters here using Reorder column arrow buttons

Click View Data.

Click <View> to generate the sample Data


Click <Save As Sample Data> this data will be used later while working on report Layout.
Accept following confirmation.

Save your recently created Data Model. Provide meaningful name. It is a good practice to add DM or
datamodel as a suffix e.g. User Roles datamodel. Save first to your own folder My Folders > …
Save Data Model

Here you can create


New Folder

I created here my own


Data Model Folder: My
Data Models

4. Create Report Layout

Start Creating your report layout: Create Report


Accept default settings. New report will be automatically created based on our recently created Data Model.
Click <Next>

We changed Layout to Landscape

Press <Next>
Select (Drag and Drop) needed columns needed on the report. You can modify this and many other options
after we complete this wizard.

Press <Next>

Select on the next wizard page <Customize Report Layout>

Press <Finish>
Save your report.

Provide meaningful name. Create New Directory if Needed. Save first to your own folder. After successful
testing you can move this to Shared Custom Folder

Here you can create New


Folder

I created here my own


Reports Folder: My
Reports
Few tips for newly created report

1. Change Page Layout: Paper

Change paper from Letter (default) to e.g. A3

Before able to select this, you have to click over some blank space on the page

2. Adjust Columns width by simply using your mouse (same way as on Excel)

3. Add grouping if needed


Select user column

Select from the ToolBar: Column > Grouping > Group Left

Do the same for Full Name and email address columns


You should get following layout

4. Add more output lines for the table

Select Table object

Select from the ToolBar: Table > Rows to Display > e.g. 40

This is number of rows visible to you at once time, rest of the rows will be shown using a scroll bar.
Click <Save>

Click <Done>
Viewing Report

Now you can see your report output

You can use parameters using % wild card.

This report search is case insensitive

You can search by User Full Name, User Name or Role Name

Your data model and report can be found now in catalog. You can continue modifying and running this
report by accessing this report through BI Catalog.

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