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Displaying items by tag: BI Publisher
Monday, 07 January 2013 16:54

JD Edwards - BI Publisher

"BI Publisher for JD Edwards Enterpriseone"  online course designed for those professional who are working on JD Edwards earlier releases and wants learn BI Publisher JDE integration reporting available with recent releases (8.96, 8.98, 9.1).

This course also provides a good opportunity for those developers, who are experts in BI Publisher but want to learn BIP-JD Edwards Integration. 

Duration : 32 hours, 4 weekends (Saturday and Sunday 9 AM EST to 1 PM EST)

Contact:  +1 408-361-8194  or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Course Contents

 

Understanding BI Publisher

  • BI Publisher overview
  • Describing the Oracle BI Publisher Applications Architecture and components
  • BI Publisher for JD Edwards overview
  • Embeded BI Publisher Reports
  • One View Reports
  • Adhoc Reporting
  • Understanding XML basics

Designing BI Publisher Templates using BI Publisher Word Template Builder   

  • Describing BI Publisher templates
  • Designing templates with BI Publisher Template Builder
  • Create Simple Listing Report
  • Working with Groups
  • Working with Tables, Forms
  • Implementing conditional logic to handle complex layout
  • Formatting Numbers, Date and Currencies.
  • Defining Headers and Footers
  • Inserting Images and Charts
  • Implementing XPATH Commands in RTF
  • Check Printing
  • Invoice Printing
  • Working with Sub-Templates
  • Advance Report Layout

Understanding JD Edwards Environment

  • Quick overview of JDE architecture
  • Overview of Data Dictionary
  • Working with Object Management Workbench (OMW)
  • Creating & Managing Project
  • Working with Tables & Business Views
  • Modifying template objects

Creating JD Edwards EnterpriseOne Embedded BI Publisher Objects

  • Understanding the BI Publisher Object Repository (Template, Transformation, Translation & Localization)
  • Creating, Updating, and Deleting JD Edwards BI Publisher Objects
  • Modifying template objects

Creating JD Edwards BI Publisher Report Definitions

  • Creating report definition objects
  • Defining output types and languages
  • Defining bursting and delivery methods
  • Modifying report definitions
  • Describing BI Publisher and Object Management Workbench integration

Working with Report Designer Aid (RDA) to generate BI Publisher friendly XML.

  • Overview of RDA
  • Overview to Report and Report Components
  • Sections (Column, Tabular, Group Sections)
  • Report Header Footer Sections
  • Page Header & Footer Sections
  • Level Breaks
  • Batch Versions
  • Working with Report Director

Submitting Report Definitions

  • Submitting report definitions from the Report Definitions application

Associating Report Definitions with Batch Versions

  • Associating a report definition with a batch version

Submitting Report Definitions from the Batch Versions Application

  • Submitting report definitions from Batch Versions

Monitoring Report Definition Processing

  • Describing the Report Definitions Job Control Search form
  • Accessing report definition jobs from View Submitted Jobs

Utilizing Report Definition Output

  • Viewing report definition source
  • Describing the Report Definition Output Repository (P95630)
  • Viewing report definition output
  • Viewing report definition output delivery details
  • Republishing report definition output

Managing Report Definition Output

  • Setting up security for report definition jobs and output
  • Deleting UBE and report definition output
  • Archiving BI Publisher report definition output

Working with Oracle BI Publisher Enterprise for Interactive Reporting

  • Configuring Oracle BI Publisher Enterprise to access JD Edwards EnterpriseOne data
  • Creating Data Model against JDE data
  • Creating Interactive BI Publisher Report
  • Scheduling BI Publisher Interactive Report

One View Reporting Overview

  • Review the existing prebuilt One View Reports
  • Add Custom Report to One View
Published in Training

"BI Publisher for JD Edwards Enterpriseone"  online course designed for those professional who are working on JD Edwards earlier releases and wants learn BI Publisher JDE integration reporting available with recent releases (8.96, 8.98, 9.1).

This course also provides a good opportunity for those developers, who are experts in BI Publisher but want to learn BIP-JD Edwards Integration. 

Duration : 32 hours, 4 weekends (Saturday and Sunday 9 AM EST to 1 PM EST)

Contact: training@adivaconsulting.com or   +1 408-361-8194

Next Batch : March 2nd 2013.  Conatct us to Join free demo session.

Course Contents

 

Understanding BI Publisher

·         BI Publisher overview
·         Describing the Oracle BI Publisher Applications Architecture and components
·         BI Publisher for JD Edwards overview
·         Embeded BI Publisher Reports
·         One View Reports          
·         Adhoc Reporting
·         Understanding XML basics
Designing BI Publisher Templates using BI Publisher Word Template Builder      
                    Describing BI Publisher templates
                    Designing templates with BI Publisher Template Builder
                    Create Simple Listing Report
                    Working with Groups
                    Working with Tables, Forms
                    Implementing conditional logic to handle complex layout
                    Formatting Numbers, Date and Currencies.
                    Defining Headers and Footers
                    Inserting Images and Charts
                    Implementing XPATH Commands in RTF
                    Check Printing
                    Invoice Printing
                    Working with Sub-Templates
                    Advance Report Layout
Understanding JD Edwards Environment                          
                    Quick overview of JDE architecture
                    Overview of Data Dictionary
                    Working with Object Management Workbench (OMW)
                    Creating & Managing Project
                    Working with Tables & Business Views
                   Modifying template objects
Creating JD Edwards EnterpriseOne Embedded BI Publisher Objects
                    Understanding the BI Publisher Object Repository (Template, Transformation, Translation & Localization)
                    Creating, Updating, and Deleting JD Edwards BI Publisher Objects
                    Modifying template objects
 
Creating JD Edwards BI Publisher Report Definitions
                    Creating report definition objects
                    Defining output types and languages
                    Defining bursting and delivery methods
                    Modifying report definitions
                    Describing BI Publisher and Object Management Workbench integration
Working with Report Designer Aid (RDA) to generate BI Publisher friendly XML.
                    Overview of RDA
                    Overview to Report and Report Components
                    Sections (Column, Tabular, Group Sections)
                    Report Header Footer Sections
                    Page Header & Footer Sections
                    Level Breaks
                    Batch Versions
                    Working with Report Director
Submitting Report Definitions
•             Submitting report definitions from the Report Definitions application
Associating Report Definitions with Batch Versions
•             Associating a report definition with a batch version
Submitting Report Definitions from the Batch Versions Application
•             Submitting report definitions from Batch Versions
Monitoring Report Definition Processing
·         Describing the Report Definitions Job Control Search form
·         Accessing report definition jobs from View Submitted Jobs
Utilizing Report Definition Output
                    Viewing report definition source
                    Describing the Report Definition Output Repository (P95630)
                    Viewing report definition output
                    Viewing report definition output delivery details
                    Republishing report definition output
Managing Report Definition Output
                    Setting up security for report definition jobs and output
                    Deleting UBE and report definition output
                    Archiving BI Publisher report definition output
Working with Oracle BI Publisher Enterprise for Interactive Reporting
                    Configuring Oracle BI Publisher Enterprise to access JD Edwards EnterpriseOne data
                    Creating Data Model against JDE data
                    Creating Interactive BI Publisher Report
                    Scheduling BI Publisher Interactive Report
One View Reporting Overview
                    Review the existing prebuilt One View Reports
                    Add Custom Report to One View
Published in BI Publisher

This article is in continuation to our last article Adding Parameters and List of Values

Make a copy of OrderDM as OrderDetailDM  by Clicking the ‘Save As’  icon.

Add a new SQL Data set using following SQL query for the Order Items data.

 

Update the Group G1 => ORDERITEM from the structure tab. 

Navigate to structure tab and click the output section to view the XML Structure.  There is no relationship between ORDERS and ORDERITEM Groups in XML.  These are Multipart Unrelated Data Sets


In real time scenario, we often need a master detail or parent child relationship between two data sets.  This relationship defined through data link between two data sets, where one dataset defined as master/parent and other as details/child data set and this is referred as Multipart Related Data Sets.

There are two ways to define data link. Elements Level Link and Group Level Link.

Element Level Links: The element level link creates the join on columns of one query to column of other query. This is preferred option of defining the master details relationship.

In this example, Orders is master and OrderItems is detail data set. Both are linked with OrderID. There are multiple Orders items for a given Order. 

Select click the >> icon on ORDER_ID element of ORDERS Dataset. This will open the action windows. Click on Create Link action, This will popup the Create Link box, select the ORDER_ID1 element from the list and click OK to complete the operation

This will create data link on OrderID column between Orders and OrderItems. Hover the mouse on i icon to view the relationship.


Navigate to structure tab and click the output section to view the XML Structure. The OrderItem appears one level down the Orders



View the sample XML to verify the master detail relationship. There are multiple ORDERITM nodes for one ORDER node.

 

Creating Subgroups

This is another way to regroup the data at higher level or add the required hierarchy to flat data.

Look into sql query from Orders data set.  It lists out the orders for the Customers. There is 1.M relationship between Customers and Orders. 

Lets add the higher group on Customer level but before this we need to add proper order by clause to sort the data on CUSTOMER_ID AND ORDER_ID.

Select the ORDER data set from the Diagram pane and click the  icon at CUSTOMER_ID element level. Click the Group by action link form the action popup. This will add a new Group with CUSTOMER_ID element at higher level.


Click the >> icon at NAME element level, from the action menu, click on Move selected element to Parent Group.

This moves the Customer Name to Customer Group. Update the Tag name from the Structure tab to make it more readable.

 


Observe the new hierarchy. There three level.


==>CUSTOMERS

  ============> ORDER

 =====================> ORDERITEM

 

Generate the Sample XML and review the XML hierarchy.



Thats all for now. will few more features about the Data Model in next article.

Happy Reportng.

This article is part of BI Publisher for beginners series. You will see many more articles on Data Model design, Template desing, Administration, Web Services, Scheduler. The contents are picked-up from BI Publisher Training documents from  Adiva consulting. If you have any question regarding these articles or training program, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Published in BI Publisher

Previous >>> Introduction to Data Model

The Data Model Editor is designed with a component pane on the left and work pane on the right. Selecting a component on the left pane launches the appropriate fields for the component in the work.


 

Click the Data Model icon from the Create menu.

 

 

Data Model Properties

Enter the following properties for the data model:

Description:  Description about the Data Model.

Default Data Source — Select the data source from the list. Data models can include multiple data sets from one or more data sources. The default data source you select here is presented as the default for each new data set you define

Oracle DB Default Package — If you define a query against an Oracle database, then you can include before or after data triggers (event triggers) in your data model. Event triggers make use of PL/SQL packages to execute RDBMS level functions. For data models that include event triggers or a PL/SQL group filter, you must enter a default PL/SQL package here. The package must exist on the default data source.

Database Fetch Size — Sets the number of rows fetched at a time through the JDBC connection.

Enable Scalable Mode — processing large data sets requires the use of large amounts of RAM. To prevent running out of memory, activate scalable mode for the data engine. In scalable mode, the data engine takes advantage of disk space when it processes the data.

Backup Data Source — If you have set up a backup database for this data source, select Enable Backup Connection to enable the option; then select when you want BI Publisher to use the backup.

XML Output Options

These options define characteristics of the XML data structure. Note that any changes to these options can impact layouts that are built on the data model.

•    Include Parameter Tags — If you define parameters for your data model, select this box to include the parameter values in the XML output file


•    Include Empty Tags for Null Elements — Select this box to include elements with null values in your output XML data.


•    Include Group List Tag —Select this box to include the rowset tags in your output XML data. If you include the group list tags, then the group list appears as another hierarchy within your data.


•    XML Tag Display — Select whether to generate the XML data tags in upper case, in lower case, or to preserve the definition you supplied in the data structure.

Attachments to the Data Model

•    Attaching Sample Data - The sample data is used by BI Publisher's layout editing tools. The Data Model Editor provides an option to generate and attach the sample data


•    Attaching Schema - The Data Model Editor enables you to attach sample schema to the data model definition. The schema file is not used by BI Publisher, but can be attached for developer reference.


•    Data Files - If you have uploaded a local Microsoft Excel file as a data source for this report, the file displays here


Creating Data Sets

1.0 On the component pane of the data model editor click Data Sets

 

 

Select the data set type from the list. For this exercise, select the “SQL Query” Data Set type.

 

Provide the Name and Select the Data Source from the drop down list. The Data Sources are defiend through “Administration =>DataSource=>JDBC Connection” UI

 

The SQL Query can by typed directly on SQL Query pane or it can be designed using Query Builder Tool.  Click the “Query Builder” button to invoke the Query Builder Tool.

 

 

Press the save button and we get the auto generated SQL query. The Query Builder Tool can be use to design simple and complex query but a experienced SQL query writer prefer to write query manually using SLQ PLUS, Toad or any other tool
 

 

Press OK to save the data set.

Save the data model by clicking the Save button. Select the proper folder and appropriate name for Data Model. 
 

 

Click on XML icon on top left panel and view and verify the Sample XML Data. It the Data Model is not saved, it will ask to save the Data Model first

 

 

Click the Run button to view sample XML Data or Return button to back to Data Model designer.

Check the following options from upper left corner

  • Export XML : option allows to export the sample xml data to file System. Exported XML required by World Template Builder for RTF template design.
  • Save As Sample Data : Option allows to save the Sample XML data within Data Model. This is mandatory step. It is required by Report Designer to create Report Definition.
  • Get Data Engine Log : Option provide the Data Engine log for debugging purpose. The log level can be set through Enterprise Manager (em) console.

 

Next >>>Let's Structure the Data

This article is part of BI Publisher for beginners series. You will see many more articles on Data Model design, Template desing, Administration, Web Services, Scheduler. The contents are picked-up from BI Publisher Training documents from  Adiva consulting. If you have any question regarding these articles or training program, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
 
 

Published in BI Publisher

Data model is BI Publisher Report Component, which contain a set of instructions to retrieve the structured data to generate B Report. Data models reside as separate objects in the catalog. It extracts the data from single or multiple sources. It can transform the data during the Extraction process using Formula columns, Summary columns. To build a data model, you use the data model editor.

Components of a Data Model

•    Data set

A data set contains the logic to retrieve data from a single data source. A data set can retrieve data from a variety of data sources (for example, a database, an existing data file, a Web service call to another application, or a URL/URI to an external data provider). A data model can have multiple data sets from multiple sources.

•    Event triggers

A trigger checks for an event. When the event occurs the trigger runs the PL/SQL code associated with it. The data model editor supports before data and after data triggers. Event triggers consist of a call to execute a set of functions defined in a PL/SQL package stored in an Oracle database.

•    Flexfields

A flexfield is a structure specific to Oracle Applications. The data model editor supports retrieving data from flexfield structures defined in your Oracle Application database tables.

•    Lists of values

A list of values is a menu of values from which report consumers can select parameter values to pass to the report.

•    Parameters

A parameter is a variable whose value can be set at runtime. The data model editor supports several parameter types.

•    Bursting Definitions

Bursting is a process of splitting data into blocks, generating documents for each data block, and delivering the documents to one or more destinations. A single bursting definition provides the instructions for splitting the report data, generating the document, and delivering the output to its specified destinations.


Features of the Data Model Editor

•    Link data — Define master-detail links between data sets to build a hierarchical data model.

    Aggregate data — Create group level totals and subtotals.

•    Transform data — Modify source data to conform to business terms and reporting requirements.

•    Create calculations — Compute data values that are required for your report that are not available in the underlying data sources.

Data Source Options

  • SQL queries submitted against Oracle BI Server, an Oracle database, or other supported databases
  • Microsoft Excel spreadsheet data sources
  • Multidimensional (MDX) queries against an OLAP data source
  • Oracle BI Analyses
  • Existing XML data files
  • View objects created using Oracle Application Development Framework (ADF)
  • HTTP XML feeds off the Web

 

Please stay tune for the next article on this series, 'Working with Data Model Editor'.

Till then, Happy reading.

This article is part of BI Publisher for beginners series. You will see many more articles on Data Model design, Template desing, Administration, Web Services, Scheduler. The contents are picked-up from BI Publisher Training documents from  Adiva consulting. If you have any question regarding these articles or training program, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Published in BI Publisher
Tuesday, 07 August 2012 15:10

RTF Template : Working with variables

 Let’s see how we can use the variables to store temporary data or use for calculation.  This is achieved using  “xdoxslt:” function. These are the BI Publisher extension of standard xslt functions.  

Use xdoxslt:set_variable () function to set /initialize the variable  and xdoxslt:get_variable() function to get the variable value.  $_XDOCTX is the System variables to set the XDO Context.

 

 

/*initialize a variables*/

<?xdoxslt:set_variable($_XDOCTX, ‘counter’, 0)?>

/*update the variable’s value by adding the current value to MY_CNT, which is XML element */

<?xdoxslt:set_variable($_XDOCTX, ‘counter’, xdoxslt:get_variable($_XDOCTX, ‘counter’) + MY_CNT)?>

/* accessing the variables */

<?xdoxslt:get_variable($_XDOCTX, ‘counter’)?>

 

/*Working in a loop*/

<?xdoxslt:set_variable($_XDOCTX, ‘counter’, 0)?>

<?for-each:G1?>

/*increment the counter*/

<?xdoxslt:set_variable($_XDOCTX, ‘counter’, xdoxslt:get_variable($_XDOCTX, ‘counter’) + 1)?>

<?end for-each?>

<?xdoxslt:get_variable($_XDOCTX, ‘counter’)?>

 

Hope this help in understanding variable gimmicks.

Need help on RTF template design or BI Publisher implementation, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

  

Published in BI Publisher
Tuesday, 07 August 2012 14:33

How to re-group XML data in RTF Template

 If we need the grouping, it is always advisable to generate the XML as per the required hierarchy. This makes the RTF design simple and perform better.  But there are situation when we do not have control over XML structure and need to work on flat XML.  Lets see how we can create multiple nested grouping in RTF template.

I am using  following simple flat XML which is generated using scott.emp and scott.dept table.

Lets first design the simple table with default group

It generates simple listing report.

 

Lest add a group based on Depno. This is achieved by adding following loop

  <?for-each-group:ROW;./DEPTNO?>  --- <?end for-each?> and iterate the detail record within the current group.

This introduce the Dept Group ..
Let’s add another nested group for Job within the department group.
Hope this will help to design those nasty nested groups based on flat XML date.
Need help on RTF template design or BI Publisher implementation, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Published in BI Publisher
Saturday, 28 July 2012 09:55

BI Publisher Training

Oracle BI Publisher 11g (11.1.1.6.0)

Oracle BI Publisher is an enterprise reporting solution for Production Reporting. It is available as part of OBIEE suite, Standalone Enterprise Release as well integrated with most of the Oracle Enterprise Application as Oracle Fusion Application, Oracle eBusiness Suite (EBS 11i, R12), People Soft, Siebel CRM , JD Edwards and many more. 

During this course, participant gets an Overview of the BI Publisher product, Set up, configuration Administration, Report Development and Report Scheduling.

Course Content

PART I: Oracle BI Publisher 11g Overview 

1.    Overview of BI Publisher Enterprise Edition
2.    Describing the Oracle BI Publisher Applications Architecture and components
3.    Overview of Different Report Component (Layout, Data, Translation)
4.    Desktop BI Publisher Desktop (Word Template Designer)
5.    Designing First Report using Word Template Builder

PART II: Data Model and Report Designer Editor

1.    Overview of Data Model , Data Model Editor
2.    Data Model Components.
3.    Working with different Data Source options.
4.    Designing  Simple and Master Detail Data Model 
5.    Working with Parameters, LOVs
6.    Working with  Event Triggers, Substitute variables, Dynamic SQL query source
7.    Understanding Data Model Properties.
8.    Understanding Groups, Functions, Links, Aggregation
9.    Understanding Bursting Definition.    
10.  Overview of Report Designer and Report creation process.
11.  Understanding different Layout types (RTF, PDF, EText, Excel, Interactive)
12.  Setting Run Time Properties
13.  Style Templates & Sub Templates
14.  Understanding Translation

PART III : Designing RTF  Template using Word Template Designer

1.    Create Simple Listing Report
2.    Working with Groups
3.    Working with Tables, Forms and Charts
4.    Implementing conditional logic to handle complex layout
5.    Formatting Numbers, Date and Currencies.
6.    Defining Headers and Footers
7.    Inserting Images and Charts
8.    Implementing XPATH Commands in RTF
9.    Working with Sub-Templates
10.  Advance Report Layout 

PART IV : Design Interactive Reports Using Layout Builder

1.    Overview of BI Publisher Layouts
2.    Designing Simple interactive Report
3.    Designing a Master Detail Report Using Charts

PART V : Scheduling the Reports

1.    Overview of BI Publisher Scheduler
2.    Creating Report Jobs
3.    Viewing and Managing Report Jobs
4.    Viewing and Managing Report History

PART VI :BI Publisher Administration

1.    Introduction to Oracle BI Publisher Administration
2.    Understanding the Security Model
3.    Setting Up Data Sources
4.    Setting Up Delivery Destinations
5.    Defining Run-Time Configurations
6.    Diagnostics and Performance Monitoring
7.    Moving Catalog Objects Between Environments
8.    Overview of Web logic Console and Enterprise Manager (EM) to Administrator  BI Publisher

Who can be benefited?

  • BI Consultants
  • Oracle Application Consultants [Technical & Functional]
  • Data Warehouse consultants
  • Application Developers

Prerequisites:

  • Basic understanding with SQL
  • Basic understanding with XML   
Published in Training
Saturday, 28 July 2012 09:54

OBIEE 11g Training

OBIEE 11g  (11.1.1.5.0) 

This course is designed for those professionals who are looking for Great career as Consultant in BI Technology. This course provides a solid foundation on OBIEE 11g. Participants will learn to design the Repository, Creating Answers/Analysis Requests, and Interactive Dashboard, Delivers, OBIEE 11g/Fusion Middleware Security and OBIEE-BI Publisher integration.

 Course Content

 PART I:  Overview
  • General Datawarehousing concepts
  • Dimensional modeling basics
  • Oracle Business Intelligence Application Overview
  • Describing the Oracle Business Intelligence Applications Architecture and components
  • BI Server
  • BI Answers
  • Interactive Dashboards
  • Delivers
  PART II: ADMIN TOOL AND RPD MODELING
  • Creating Repository Using Administrative Tool
  • Repository Basics
  • Building Physical Layer of Repository
  • Building Physical Model and BMM Layer of a Repository
  • Building the Presentation Layer of a Repository
  • Testing & Validation of a Repository
  • Calculations & Measures
  • Creating Dimension Hierarchies
  • Organizing Presentation Layer
  • Working with Initialization Blocks and Variables
  • Adding Multiple Sources
  • Executing Direct Database Requests
  • Working with Aggregates
  • Creating Time Series Measures
 PART III: DASHBOARD AND ANALYSIS
  • Creating Interactive Dashboards using Answers
  • Creating query and chart
  • Working with Filters
  • Working with Pivot Table
  • Building Views and Charts in Requests
  • Creating Interactive Dashboard
  • Configuring Interactive Dashboards and prompts
  • Configuring Guided Navigation Links
  • Using Partitions and Fragments
  • KPI & Scorecarding
  • Oracle BI for MS-Office
  PART IV: SCHEDULING AND DELIVERING
  • Sending Alerts Using Delivers   
  • Configure Scheduler Schema
  • Scheduler Configuration
  • Creating Sample Request and Adding to Interactive Dashboard
  • Creating and Delivering a Simple iBot
  • Creating and Delivering a Conditional iBot
  PART V: SECURITY FEATURES AND UPGRADE
  • Authentication & Authorization
  • Object & Data Level Security
  • Webcatalog Level Security
  • Creating Users, Groups & Webgroups
  • Upgrading RPD/WEBCAT from a earlier release
Published in Training

Using some arithmetic along with the mod() and floor() functions, you can calculate the quarter of a fiscal year based on a given date. The calculation we will use assumes that the fiscal year begins on the first of the month, and not some other day. We will first demonstrate this for a fiscal year that starts in January, and then show how to modify the formula for any given start month.


Sample XML 

<?xml version="1.0" encoding="iso-8859-1"?>

<List_Date>

   <G_Date>

     <Date>01/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>02/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>03/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>04/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>05/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>06/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>07/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>08/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>09/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>10/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>11/25/2001</Date>

   </G_Date>

   <G_Date>

     <Date>12/25/2001</Date>

   </G_Date>

</List_Date>

 RTF Design

Output:


Field Browser:

 

Adjust the formula for a different starting month Based on requirement

If you have a fiscal year with a starting month other than January, the formula is easily modified to account for this. You will note the highlighted part of the formula : floor(mod(((substr(Date,1,2) +11) div 3),4)) + 1. This 11 should be decremented for each successive month. So if your fiscal year begins in February, then you would replace it with 10. March would be 9, and so on until you reach 0 for December.
Once you've adjusted the formula to calculate the correct quarter, you need to update the string in the Calculated Value control to be "Feb-AprMay-JulAug-OctNov-Jan" for a fiscal year starting in February, and so on to "Dec-FebMar-MayJun-AugSep-Nov" for a fiscal year starting in December.

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If you need any assistance in BI Publisher implementation or RTF Template design, we can

help you out. please send your query to   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Published in BI Publisher
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