FCUBS BNTB Reports Training 1.0 Bank of N.

T Butterfield Sep 2010

Document Control
Author(s): Sunder J Created on : 20-Sep-2010 Updated by : Updated on : Group: Banking Products Division Revision No : Reviewed by Reviewed on : Approved by: Approved on :

Revision History Revision No. Date Author(s) Sections Changed Description of changes

FCUBS_BNTB_Reports_Training_Document Ver1 Page 2 of 32

Report Training Manual

Table of Contents
1Answers/Dashboards/BIP..............................................................................................................................................4 Answers.......................................................................................................................................................................4 Dashboard reports:.......................................................................................................................................................8 BIP reports:................................................................................................................................................................10 Troubleshooting.............................................................................................................................................................17 Introduction...............................................................................................................................................................17 Report not running.....................................................................................................................................................17 Report not fetching accurate data, how to review query............................................................................................26 Incorrect Fields/Filters/Joins..........................................................................................................................................26 .......................................................................................................................................................................................28 Data XML Structure:.....................................................................................................................................................29 Backend Errors:.............................................................................................................................................................30 .......................................................................................................................................................................................32

FCUBS_BNTB_Reports_Training_Document Ver1 Page 3 of 32

1 Answers/Dashboards/BIP
Answers 1. Access Reports Log in to Answers from Server. StartAll ProgramsOracle Business IntelligencePresentation Services

Log in from Client. In the browser, we need to give the URL in the format -http://Host:9704/analytics/ Enter the credentials.

Click on Answers to see Answer level reports.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 5 of 32

Answers may have different folder structures. For example in the figures below we have Shared FoldersBermuda ReportsBOP15_Maturity Projection_CL_

2. Access Reports Click on Reports > Refresh

FCUBS_BNTB_Reports_Training_Document Ver1 Page 6 of 32

3. Output options:

Following things can be done here: Modify Refresh Print Download report in required format here To download PDF report: Click on Modify >Results >Print icon >PDF

FCUBS_BNTB_Reports_Training_Document Ver1 Page 7 of 32

Dashboard reports: 1. Access Reports Click on any of the dashboard tabs to view dashboard reports .

Suppose we Click on tab BNTBBNTB-TAB to view the Report.

2.

Refresh Reports Click On icon to refresh dashboard reports

3. Using Dashboard Prompts Like all reports Dashboard reports may have user enterable selection criteria which will be provided as prompts.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 8 of 32

User can select one of the values from the list or can select the All Choices option in which case all records would appear. 4. Output Options

FCUBS_BNTB_Reports_Training_Document Ver1 Page 9 of 32

Click on Print icon

to get the PDF extract.

BIP reports: 1. Access Reports I. To open BI publisher from BI Server: Go to Start > All Programs > Oracle Business Intelligence > BI Publisher.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 10 of 32

FCUBS_BNTB_Reports_Training_Document Ver1 Page 11 of 32

 After opening BI Publisher, log in to it by providing authentication details as follows: Select the language you prefer for the interface. Select Sign in.

II.

To open BI publisher from Client System: Enter the URL in the below format. http://<Host>:9704/xmlpserver.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 12 of 32

Enter The Credentials as mentioned explained above .

III.

To Open BI Publisher From Analytics

FCUBS_BNTB_Reports_Training_Document Ver1 Page 13 of 32

Viewing a Report The Reports home page displays Reports folders. Each folder displays the first three items (reports or folders) contained in the folder. To see additional items contained in a folder, either select the folder name, or the more link

FCUBS_BNTB_Reports_Training_Document Ver1 Page 14 of 32

 Click on View to see the report in default format.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 15 of 32

2. Output options Choose the Report Display Format from the drop down and Click on VIEW to view the Report in a particular format. Click on EXPORT to download report in proper format.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 16 of 32

Troubleshooting
Introduction This section covers the different errors one may encounter in reports and how to troubleshoot them. Report not running 1. Answers Services not running: Sometimes when you open up answers or click on a report, an error comes as displayed in the screenshot below.

This type of error usually comes when the OBIEE services are not running. To start the services, go to Run > services.msc and restart the services as shown in the below screenshot.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 17 of 32

Inconsistent joins in the repository: Sometimes while selecting certain fields, we get the following error.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 18 of 32

This is because adequate joins have not been maintained between the tables in the RPD file. Maintain the joins in physical and business layer, check for inconsistencies, save the RPD file and redeploy it. The error will be resolved. Schema connection error There are certain circumstances wherein OBIEE is not able to connect to the schema incorrect TNS entries, schema is down etc.

Following steps can be undertaken to get around this error: Check if the TNS entries are correct or not. If not, then paste the correct TNS entries. Check if the schema is down or not. If yes, then restart it. Check if there are any network issues while connecting to the database. Open the RPD file. Check under connection pool if it is pointing to the correct schema.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 19 of 32

2. Publisher: FCUBS_BNTB_Reports_Training_Document Ver1 Page 20 of 32

Services not running Sometimes when you open up publisher or click on a report, an error comes as displayed in the screenshot below.

This type of error usually comes when the OBIEE services are not running. To start the services, go to Run > services.msc and restart the services as shown in the below screenshot.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 21 of 32

Schema connection error:

FCUBS_BNTB_Reports_Training_Document Ver1 Page 22 of 32

There are certain circumstances wherein BI Publisher is not able to connect to the schema incorrect TNS entries, schema is down etc.

Following steps can be undertaken to get around this error: Check if the TNS entries are correct or not. If not, then paste the correct TNS entries. Check if the schema is down or not. If yes, then restart it. Check if there are any network issues while connecting to the database. Try changing the default data source as shown in the screenshot below.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 23 of 32

If the jdbc connection has not been created, then go to Admin > Add Data Source to create the jdbc connection (screenshots below).

FCUBS_BNTB_Reports_Training_Document Ver1 Page 24 of 32

FCUBS_BNTB_Reports_Training_Document Ver1 Page 25 of 32

Report not fetching accurate data, how to review query There are several instances when the report is working perfectly but its not yielding the desired data. This section deals with such scenarios. 1. Answers: Incorrect use of Prompts: There might be certain cases, when the prompts have not been properly implemented in the report.

In this case, open up the prompt properties and check if the prompt has been put on correct field. For more details regarding the use of prompts, refer Section. 2 Incorrect Fields/Filters/Joins Inconsistent data can also arise because of incorrect use of fields/filters. Check that the filters have been properly used and only those fields have been picked up from the tables which are required in the query. Also ensure that the join between tables in the RPD file is proper. For more details regarding report development/formatting, please refer section 2 of this document.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 26 of 32

2. Publisher Incorrect user of prompts There might be certain cases, when the prompts have not been properly implemented in the report.

The prompts should be properly defined in the data xml under the <parameters> tag. In the report, ensure that the name of the parameter (on the Left hand side) is same as the name of the parameter defined under the <parameters> tag. Data type of the parameter should be correct.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 27 of 32

Ensure that the date prompts are in the same format as above while doing comparison and handle nvl for all the prompts.

Also, check the LOV query and ensure that the proper LOV has been attached.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 28 of 32

Refer Section 4 for detailed info regarding the use of prompts in BIP.

Data XML Structure: There might be occasion when there is some problem with the structure of the data XML. On such instances, do the following: Check in PL/SQL Developer if the query is returning proper data. Check the data xml tags. Check if the grouping is correct. Check if some field name has not been missed from the <datastructure> or <group> tags.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 29 of 32

Backend Errors: There are certain occasions when the user might experience some errors because of a mismatch with the structure of objects in the backend schema. To resolve these issues: Ensure that BIP is pointing to the correct schema. Run the query and check if it is consistent with the backend objects. E.g.: if we are using certain column of a table, that column should be present in the backend table. f the query is using a package or a trigger, make sure that the name of the package/trigger has been specified in the appropriate tags.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 30 of 32

FCUBS_BNTB_Reports_Training_Document Ver1 Page 31 of 32

Reports Training Manual September 2010 1.0

Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 www.oracle.com/ financial_services/ Copyright 2009 Oracle Financial Services Software Limited. All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means, electronic, mechanical, photographic, graphic, optic recording or otherwise, translated in any language or computer language, without the prior written permission of Oracle Financial Services Software Limited. Due care has been taken to make this Quick Reference Guide to Dashboards Answers and Publisher Reports.doc and accompanying software package as accurate as possible. However, Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user by the direct or indirect use of this Quick Reference Guide to Dashboards Answers and Publisher Reports.doc and the accompanying Software System. Furthermore, Oracle Financial Services Software Limited reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of Oracle Financial Services Software Limited to notify any person of such revision or changes. All company and product names are trademarks of the respective companies with which they are associated.

FCUBS_BNTB_Reports_Training_Document Ver1 Page 32 of 32