Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher 12c (12.2.1.4.0) E91494-04 August 2021 Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher, 12c (12.2.1.4.0) E91494-04 Copyright © 2015, 2021, Oracle and/or its affiliates. Primary Author: Hemala Vivek Contributing Authors: Christine Jacobs, Suzanne Gill Contributors: Oracle Business Intelligence Publisher development, product management, and quality assurance teams This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. 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Contents Preface Audience xxiv Documentation Accessibility xxiv Related Documentation and Other Resources xxv System Requirements and Certification xxv Conventions xxv New Features for Report Designers New Features and Changes for Release 12c (12.2.1.4.0) xxvi New Features and Changes for Release 12c (12.2.1.3.0) xxvi New Features and Changes for Release 12c (12.2.1.1.0) xxvii Part I Creating Reports and Layouts 1 Introduction to Designing Reports Overview for Report Designers 1-1 Defining Summary Text for Tables 1-1 About the Layout Types 1-2 About Setting Run-Time Properties 1-3 About Translations 1-3 About Style Templates 1-3 About Sub Templates 1-3 2 Creating and Editing Reports About Report Components 2-1 Creating Reports: Process Overview 2-2 Creating Reports 2-3 Selecting a Data Source 2-3 Choosing Guide Me or Use Report Editor 2-3 iii Selecting the Report Layout 2-4 Choosing Columns for Report Layouts 2-4 Table Layout 2-5 Chart Layout 2-6 Chart and Table Layout 2-7 Pivot Table Layout 2-7 Chart and Pivot Table Layout 2-8 Two Charts and Table Layout 2-8 Saving the Report 2-8 Creating Reports Using a Direct Connection to a Subject Area 2-9 Creating Subject Area Reports 2-9 Adding Parameters to Subject Area Reports 2-10 Creating a Report Against Multiple Subject Areas 2-12 Editing Reports 2-13 Adding Layouts to the Report Definition 2-14 Adding a Layout Using the Layout Editor 2-15 Adding a Layout by Uploading a Template File 2-16 Adding a Layout by Generating a Template File 2-16 Configuring Layouts Using the List View 2-16 Applying a Style Template to the Layout 2-17 About the Layouts Toolbar 2-17 Configuring the Layout Settings Using the List View 2-17 Selecting Output Formats 2-18 Editing a Layout 2-20 Configuring Parameter Settings for the Report 2-20 Configuring Report Properties 2-23 Setting the General Properties 2-24 Run Report Online 2-24 Advanced Options 2-25 Setting the Caching Properties 2-26 Setting the Formatting Properties 2-27 Configuring Font Mapping 2-27 Configuring Currency Formats 2-28 Accessing Reports via a URL 2-29 Security Considerations 2-29 Building the URL 2-29 Specifying Parameters in the URL 2-30 3 Creating BI Publisher Layout Templates Overview of BI Publisher Layouts 3-1 iv When to Use a BI Publisher Layout 3-2 Prerequisites, Recommendations, and Limitations 3-3 Launching the Layout Editor 3-3 When Creating a New Report 3-3 When Editing a Report 3-3 When Viewing a Report 3-4 Selecting a Predefined Layout 3-4 Adding Shared Templates for All Users 3-4 Adding Personal Predefined Layouts 3-5 About the Layout Editor Interface 3-5 About the Data Source Pane 3-7 About the Components Pane 3-7 About the Properties Pane 3-8 About the Tabbed Toolbar 3-9 Selecting and Deleting Layout Objects 3-9 About the Insert Tab 3-10 Page Layout Tab 3-11 Paper Options 3-11 Header/Footer Options 3-11 Setting Properties for Headers and Footers 3-12 View Options 3-12 Display Unit 3-13 Interactivity: Event Configuration 3-13 Example of Filter Event Configuration 3-13 Configuring Automatic Filtering 3-14 Example: Show Selection Only 3-15 Setting Page Margins 3-16 Setting Maximum Connections for an Interactive Report 3-17 Inserting Layout Components 3-18 Inserting Layout Grids 3-19 Adding a Border or Background Color 3-20 About the Insert Options 3-20 About the Join and Unjoin Options 3-20 Adding an Expand and Collapse Option 3-20 About Repeating Sections 3-21 Setting Page Break Options for a Repeating Section 3-22 How Repeating Sections Display in Interactive Mode 3-23 Showing All Values in a Repeating Section 3-24 About Data Tables 3-26 Inserting a Data Table 3-26 Setting Alternating Row Colors 3-28 v About the Table Tab 3-29 Setting the Rows to Display Option 3-30 About Filters 3-30 Setting Filters for a Table 3-31 Managing Filters 3-31 About Conditional Formats 3-31 Applying Conditional Formats to a Table 3-32 Managing Formats 3-34 Controlling the Display of the Total Row 3-35 About the Table Column Header Tab 3-35 About Grouping 3-36 Example: Group Left 3-37 Applying Subtotals 3-38 Example: Group Above 3-38 About the Column Tab 3-39 About the Data Formatting Options for Columns 3-40 Applying Formatting to Numeric Data Columns 3-40 Applying Formatting to Date Type Data Columns 3-41 Custom and Dynamic Formatting Masks 3-41 About the Formula Option 3-42 About the Sort Option 3-42 Removing a Sort Order 3-43 About the Total Cell Tab 3-44 Applying Data Formatting to a Total Cell 3-44 Applying a Formula 3-44 Inserting Dynamic Hyperlinks 3-44 Applying Custom Data Formatting 3-45 About Charts 3-46 Inserting a Chart 3-47 About the Chart Tab 3-49 Applying and Managing Filters 3-49 Converting a Chart to a Pivot Table 3-49 Changing the Formula Applied to a Chart Measure Field 3-50 Sorting a Chart Field 3-51 Using Advanced Chart Features 3-51 Time Series Axis Formatting 3-51 Hide Axis Option 3-53 Independent Axis Formatting 3-53 Axis Scaling 3-53 Pie Slice Formatting 3-54 About Gauge Charts 3-54 vi Inserting a Gauge Chart 3-54 Applying and Managing Filters 3-55 About Pivot Tables 3-55 Inserting a Pivot Table 3-55 Customizing a Pivot Table Menu 3-57 About the Pivot Table Tab 3-57 Applying Filters 3-57 Customizing the Display of Totals 3-58 Converting a Pivot Table to a Chart 3-58 Switching Rows and Columns 3-59