How to Create Report BI Publisher

How to Create Report BI Publisher

1. Create Data Source (PS Query/ XML)

  • Query 

Menu: Reporting Tools > Query > Query Manager

Select Record / View Table for Query

View SQL and Run Test Query and Save.

  • XML Publisher

Use tool for Create File.xml

2. Create BI Publisher Data Source

Menu:  Reporting Tools >  BI Publisher > Data Source

– Click Add a New Value

– Input Data

   Data Source Type: Query, XML Publisher

– Data Source ID: Datasource

– Click Add Button and Generate or Upload XML file

Upload XML if Data Source Type is XML Publisher

Generate XML if Data Source Type is PSQuery

XML of XDS file for use data in a template of the report definition.

3. Create BI Publisher Report Definition

Menu:  Reporting Tools >  BI Publisher > Report Definition

3.1 Add Report Definition

Click Add Button

3.2 Upload Template

3.3 Run Report Definition

     3.3.1 Run at Menu: Reporting > Tools BI Publisher > Query Report Viewer

     3.3.2 Run By Report Definition in Peoplecode

Posted in Peoplesoft BI Publisher.