Business Intelligence – Oracle

Archive for October 19th, 2007

Oracle BI EE – Presentation Catalog Captions

Posted by Venkatakrishnan J on October 19, 2007

There was one question today in the forums here with regard to the procedure for setting up Presentation Catalog Captions. Even though it is pretty much straight forward, i thought i would blog about it here since there have been some confusion with regard to the folders where Captions had to be copied. Let me first start with a brief introduction of what Presentation Catalog Captions actually mean. As you would know, BI EE suppors a variety of languages. The login screen would contain the list box having the list of languages and one can choose language based on his locale/preference. But when you actually login using the various languages you would find that all the Dashboards, Folders, Reports etc would be in Englidh by default. So what presentation catalog captions does is that it provides a procedure for translating all the presentation catalog data to the desired language. In our case, we will see how to go about converting the presentation catalog captions to french.

1.   Open the Catalog Manager. Open your presentation catalog in offline mode. The presentation catalog, if you had done a default install, would be under this directory {OracleBIData}/web/catalog/paint. Now go to Tools and click on Export Captions. That would prompt you to save the output XML file. Save this in any folder.



In my case i had copied it to D drive. As you see, the export process will basically create different XML files for different catalogs. The XML file of our interest is the PaintDemoCaptions.XML.

2.   Go to {OracleBIData}/web/res and create a folder l_fr(fr denotes the language french. If you are trying to do this for some other language put the corresponding abbr here). Open l_fr folder and under that create another folder called Captions. Now copy the PaintDemoCaptions.XML to this Captions directory.


3.   Open this XML file. As you would see this XML file would contain multiple tags and each of the names of Dashboards, Report, Folders etc would be under the Text Tags. Our aim is to translate these text strings to French. Just for demonstration purposes i would be showing the translation of a Dashboard Page Name and a Report name. I have used Babel Fish web site here to do the translation of 2 strings. The 2 strings i translated are

   Paint Demo   –   Peignez la Démo
   Brand Analysis   –   Analyse De Marque

Change these names in the PaintDemoCaptions.XML file and save the file.



4.   Restart the presentation services. First open the login to the dashboards with English as the language.


Log out and then login with French as the language.


As you see above the report name and the dashboard names have been translated to french.

Posted in All Posts, OBI EE Plus | 7 Comments »

Oracle BI EE – Dashboard Prompts and BI Publisher

Posted by Venkatakrishnan J on October 19, 2007

One of the common questions that generally come up with regard to BI EE and BI Publisher is “how does one pass parameters to BI Publisher reports in Dashboards?”. Well, there are two methods for achieving this.

1.   Create a BI Publisher Report using BI Answers report as the data source wherein the BI Answers report would have one of the column’s filter clause as “is prompted”.

2.   Create a BI Publisher Report using BI Answers/Database as data source. Create a parameter for the BI Publisher report and then match this parameter name while assigning the presentation variable for the dashboard prompt.

Method1 is straight forward. All we need to do is to create a report in BI Answers first and then assign filter to one of the columns using is prompted clause. In our case we would be creating a simple sales report across multiple regions. And Region is the column which would have the filter.


Now go to BI Publisher and use this BI Answers report as a data source. Create a simple template for this report. Check whether this simple report works.


Once this is done lets create a dashboard prompt in answers which would basically refer to the Region Column. In this method, there is no need for setting any presentation variables.


Lets create a new Dashboard page and add the prompt and the BI Publisher report. The BI Publisher report would change based on the Region that you select in the dashboard prompt.



      This method is generally the most used since most of the BI Publisher reports would have database as the data source. In order to test this, lets create a simple BI Publisher report with the data coming in from SH schema of the database. We will be creating a report with the same columns as above to keep it simple. Also create a simple template and check whether the BI Publisher report is working.


Now add a parameter to the report. In our case, we will have Region_Prompt as the parameter name. And test the report.



Then go to the BI Answers and create a dashboard prompt on the same Region column. In this prompt we must set a Presentation Variable, Report_Prompt. Just note the name of the presentation variable. It must exactly match that of BI Publisher parameter name. Include this dashboard prompt and the BI Publisher report into the dashboards. And test it out.



Posted in All Posts, Bi Publisher, OBI EE Plus | 4 Comments »