Create Advance PDF Reports in Oracle APEX Comprising Grouping | Chart | Pivot Table - Part 33

Tech Mining
9 Dec 202212:28

Summary

TLDRThis Tech mining video tutorial guides viewers through creating a PDF version of a monthly review report. It begins with downloading and installing BI Publisher Desktop for template building and testing. The process includes defining a report query in Oracle Apex, creating an XML file with column definitions, and designing a report layout in Microsoft Word with BI Publisher plugin. The tutorial also covers adding a pivot table for data analysis and uploading the template to Oracle Apex for integration with an application. The final step demonstrates real-time report updating with a new order entry.

Takeaways

  • 📘 Introduction to creating a PDF version of a monthly review report in Tech mining.
  • 🔧 Requirement to download and install BI Publisher Desktop from a provided URL for building and testing layout templates.
  • 💻 BI Publisher Desktop includes a Microsoft Word plugin for RTF template creation.
  • 🔍 After installation, log into the workspace to start creating the report query in Oracle Apex.
  • 📊 A report query in Oracle Apex is a SQL statement to identify data for extraction.
  • 📝 Source code link is provided in the video description for reference.
  • 📑 XML file contains column definitions and data fetched for report population.
  • 🖋️ Microsoft Word is used to create the report layout with the BI Publisher plugin, allowing customization of text and design elements.
  • 🎨 Customization options in Word include changing font, color, adding logos, page numbers, and conditional formatting based on order amounts.
  • 📊 Pivot table addition in the report template for average order calculations.
  • 📁 Uploading the completed report template to Oracle Apex as an RTF file type.
  • 🔗 Linking the report layout to the report query in Oracle Apex for integration.
  • 📊 Real-time updating of the advanced PDF report with new order entries.
  • 📈 Demonstration of a new order's reflection on the report, showcasing the system's dynamic capabilities.

Q & A

  • What is the purpose of the video?

    -The purpose of the video is to guide viewers on how to create a PDF version of a monthly review report, which displays details of monthly orders.

  • Which tool is required to start creating the PDF report?

    -BI Publisher Desktop is required to start creating the PDF report, as it is a client-side tool for building and testing layout templates.

  • How can I download and install BI Publisher Desktop?

    -You can download and install BI Publisher Desktop from a provided URL mentioned in the video script.

  • What is a report query in Oracle Apex?

    -A report query in Oracle Apex is a SQL statement that identifies the data to be extracted for the report.

  • How can I access the source code mentioned in the video?

    -The source code can be accessed through a link provided in the video description, where you can find the files used in Part 9.

  • What is an XML file in the context of this video?

    -In this context, an XML file contains column definitions and the data fetched using a select statement to populate the report.

  • How is the report layout created in Microsoft Word?

    -The report layout is created using the BI Publisher plugin for Microsoft Word, which allows for customization such as changing font color, size, adding a logo, page numbers, and other options.

  • What is the significance of the pivot table in the report template?

    -The pivot table in the report template is used to display the same data from a different perspective, adding more value to the report by providing a summary of average orders for the month.

  • How can the report template be uploaded to Oracle Apex?

    -The report template, designed using the Oracle BI Publisher plugin for Microsoft Word, is uploaded to Oracle Apex as an RTF file type.

  • What is the final step shown in the video?

    -The final step shown in the video is entering a new order to check its reflection on the report in real-time.

  • How does the report reflect real-time updates?

    -The report reflects real-time updates as it shows the newly entered order immediately upon running the monthly review report.

Outlines

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Mindmap

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Tech MiningPDF ReportOracle ApexBI PublisherReport QueryData ExtractionLayout TemplateMicrosoft WordPivot TableReal-Time Update
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