BIP report create and schedule

 

1.Login the BI publisher site https://oemserver.yourdomain:9851/xmlpserver with sysman.

2. On top right click “catalog”.

3. on the left, In the tree menu, create a new folder under “Shared Folders” called manual reports.

4. Within the manual reports folder create a new folder called “manual data models”.

5. Create a new data model by going to the shortcut in the top right.

6. Within the new data model window create a new SQL query

7. Paste the following in to the SQL query pop-up Window and click ok.

8. Again within the new data model window create a new SQL query -- if we want new table

9. The resulting data model should appear as shown. Click save and save it to the manual data models folder.

10. We are now required to “Create Sample Data” before we can create a report. Click on “View Data” near the top right of your screen and then click the “view” button on the next screen. Finally click “Save as Sample Data” to complete this step.

11. On the main catalog page create a new report by going to the shortcut in the top right.

12. On the window that opens, use the magnifying glass to browse to your data model that we previously created. Then click next.

13. On the select layout page, chose Landscape, Page Header and Table for Layout. Click next.

14. On Create table page Add the fields from the G_1 Data source with drag and drop. Then click next.

15. On the save report page choose “customize report layout”, click finish and save to the custom reports folder.

16. We need to add the second table. In the editor click Insert -> Data Table. This will create a new table at the bottom. - optional

17. Now drag and drop the fields from the G_2 query source into the new table.

18. Save the report and run it.

19. You can also get a bit fancy in the editor with some coloring. Lookup “conditional formatting" in BIPublisher. - optional

20. Once you’re ready, you can schedule it as a daily email report from the top right corner.