https://wiki.saral.io/ 2026-07-22T11:05:06+00:00 https://wiki.saral.io/ https://wiki.saral.io/lib/tpl/default/images/favicon.ico text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:active_sessions?rev=1706783334&do=diff * Active Users * Active Data-Sources * Active ETL Processes Active Users BIPLUS lets Administrators check who is logged in at any time, which application they are logged into (Reporter, Admin, OpenReport, StaticReport), where they are logged in from (IP Address), their login time and also the ability to terminate the session if needed. Click on Active User option in Admin ⇒ Active Sessions menu. See image below. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:binding_runtime?rev=1706783334&do=diff There is certain run-time information like user Login Id’s or in the case of Siebel, Position ID’s that can be passed to ensure the dataset that is returned is of relevance to the particular Login or Siebel position that the user has logged on with. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:broadcast_messages?rev=1706783334&do=diff The Broadcasting capabilities of BIPLUS are an optional feature for each environment. Broadcasting is simply a way to let all online users see a specific series of messages, and the frequency at which to check for new broadcast messages and the speed at which to display them (n characters / second). text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:callble_report?rev=1706783334&do=diff BIPLUS can be used in interactive mode or it can be used as a pure back-end reporting engine, where the particular report is called from another application, and bound. This section will be very Siebel-centric, but can be adapted for any application to call BIPLUS Reports, via an http request. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:change_management?rev=1706783334&do=diff BIPLUS has been designed to prevent one developer from over-writing a report while another developer is working with it. Reports are either checked out to you (developer) or checked into the repository. You can only check-out a report that is checked in to the repository. If another developer is busy with modifications to the report, then you (developer) must contact the developer to whom the report is checked out, or contact the Administrator for help. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:chart_report?rev=1706783334&do=diff * Pie Chart * Vertical/Horizontal Bar Chart * Plot Chart * Radar Chart * Gauge Chart * Multiple Gauge Chart * Flow Chart * Map Chart * Additional Report Features Creating a Chart Report BIPLUS provides a rich series of chart reports. Charts generally imply a grouping of some sort (show number of orders by country / agent, etc.). text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:composite_report?rev=1706783334&do=diff A composite report combines many reports into one report. It can also be used with the powerful Acrobat Indexing (Table of Contents) feature that will be outlined in this section. It involves placing multiple Child composite reports under a single Composite report. The final result can be seen in the example below. This report shows country along with their cities and order information about that city. This composite report is actually a combination of three different reports. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:configuration_management?rev=1706783334&do=diff BI PLUS System Architecture BI PLUS runs as a Client-Server web-based architecture. Browser sessions request information from the Server, and Server uses BI PLUS repository to pull information from a Database and deliver it to the client via HTTP. From the diagram above, we can see that there are always at least 2 connections involved. One of these connections is always to the BI PLUS Repository database, the other is the target database, which is any SQL compliant database. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:creating_datasources?rev=1706783334&do=diff Data Sources in BI PLUS enable the connections set up to an external database from BI PLUS server. BI PLUS supports multiple Database drivers using which can connect to a specific database. You need to enter the connection URL, User Name, and Password to make this connection work (Your DBA team will provide you with this information). When the report runs, it first establishes a connection with database and then pulls the data according to your SQL query. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:creating_report_categories_admin_guide?rev=1706783334&do=diff When you open BI PLUS, you will see that the reports are organized into categories or reports. In following image, Reports category is root of the tree hierarchy. You will see the categories as the highest level, kind of like sub-directories in a Windows File Explorer. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:data_objects?rev=1706783334&do=diff Data Objects are the most important aspect since version 2.5 release that has set BIPLUS apart from other BI tools. BIPLUS Data Objects allow us to join data from multiple databases together. Data Objects also allow us to materialize the data from a particular query and then cache it, so as to enhance performance by avoiding the database lookup and reading directly from a cached entity. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:drilldown?rev=1706783334&do=diff * Simple Drilldown * Configuring Multiple Drilldown Level * Multiple Drilldown Children Simple Drilldown Drill down means to move from summary information to detailed data by focusing in on something. In a GUI-environment, “drilling-down” may involve clicking on some representation in order to reveal more detail. Drilling down is a hierarchical process in BIPLUS and it is a relatively easy process. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:drillthrough?rev=1706783334&do=diff Till now we have seen drill-down configuration. Drill down is performed in a hierarchical fashion. The following diagram illustrates the hierarchical drilldown model. It shows that the top level report has 5 children (2A – 2E) and in that report 2C has 3 children (3A – 3C) and 3C has again 4 children. The hierarchy is defined via the parent keys on the report. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:etl_task?rev=1706783334&do=diff What is ETL? ETL is a database-centric collection of processes that involves... * Extract: Extracting data from external sources. Most data warehousing projects consolidate data from different source systems. Each separate system may also use a different data organization/format. Some may use relation database or flat files. In general, the goal of the extraction phase is to convert the data into a single format which is appropriate for transformation processing. * Transform: Transforming … text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:export?rev=1706783334&do=diff BIPLUS allows user to export their reports via either by saving them to a file or by emailing them to an email address. One can also Print the BIPLUS report if he/she needs to. Export is BIPLUS possible in following ways. * Open As * Save As * Email As * Email As (Using Outlook) * Print text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:export_and_import?rev=1706783334&do=diff Migration of reports from one BIPLUS environment to another is achieved by means of export and import, which are found in the Report menu or by right clicking a report or sub-tree. It is possible to export the entire repository by exporting (with Cascade) the top level (Reports). This should be done regularly as a manual backup operation. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:field_formats?rev=1706783334&do=diff Field Formats Basics Field formats in the BIPLUS are very powerful and allow the developer to control the way certain fields look and behave, to specify conditional formatting, specify date and numeric masks, left / right / centre alignment, hide certain columns, specify column header heights, override metadata column information, etc. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:grex_configuration?rev=1706783334&do=diff Graphical explorer or analytical explorer allows the user to take a spreadsheet-like or matrix report and turn it into useful and powerful information by slicing and dicing the report by any attribute, using any measure and aggregation. E.g. All Orders Matrix Report. Lets start with some basic of GREX. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:header_footer?rev=1706783334&do=diff Header, Footer and Title Header & Footer allow you to enter header or footer for your own report. The header appears right below the report title and Footer appears at the bottom of the report. You can write header/footer in simple text or HTML tags. Header/Footer provides an option to be displayed on each page or to Hide them. You can also display useful information in the report header / footer like Login name, Master Key, Parameter information and many more. Let's see a few of them and how d… text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:hierarchy_report?rev=1706783334&do=diff BIPLUS allows you to define master-detail reports as inline. This is called as Hierarchical Reports which has structure of multiple levels. You can create multi-tier hierarchical reports. In this section you learn how to create a hierarchical report, here we are going to create a 3-tier hierarchical report showing Summary by Country ⇒ Summary by City (for Country) ⇒ Summary by Agent (for Country & City) . text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:link_report?rev=1706783334&do=diff BIPLUS allows you to create a report that controls the caching, executing, ETL run of multiple reports. For example, if there is a bunch of cached data objects acting as materialized views which all need to be refreshed at irregular intervals, say at 5 a.m., 1 p.m. and 6 p.m. daily, by setting the cache expires to 'End of Each Day', this might achieve the cache refresh requirements for the 5 a.m. slot but not be able to satisfy the requirement for the 1 p.m. and 6 p.m. slot. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:menus?rev=1706783334&do=diff BIPLUS right click menu allows several tools which user can used. Following images shows menu and its options. Some of the tools in this menu are already covered in documentation section. Lets see those which are not covered. Summarize Summarize allows user to view summary of selects cells. This tools is specially for Table Reports. To use this tool just select the cells for which you want summary then right click and click on Summarize. A pop-up screen will display a summary of the highlig… text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:parameters?rev=1706783334&do=diff Sometimes you will want to run a report for a certain subset of the data. For example, if you have a huge daily sales report and there are 160 branches in your company, you may only want to run the report for the branch/es applicable to you. In this case, you may want to choose the branch/es from a list of branches that pop-up and pass this set of values as a parameter. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:pivot_configuration?rev=1706783334&do=diff BIPLUS gives the developer a chance to create a report as a pivot table, which is also otherwise known as a cross-tab report or cross-tab analysis. Pivot Analysis provides the ability to compare aggregated summaries side by side for a given attribute. In layman’s terms, we could sum up the value of the sales totals for each customer and present these totals by year in a cross-tab fashion. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:pre-requisites?rev=1706783334&do=diff Pre-requisite * Java Runtime Environment, Tomcat server, BIPLUS application must have been successfully installed. * You have the necessary database permissions and access to connect to the database and select information from the various tables, either via roles or direct grants. * You have your environment configured as per the configuration guide. * You have a valid license key for your environment. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:query_designer?rev=1706783334&do=diff SQL tab The SQL tab lets you to create/write a SQL query for a report. The following image shows the SQL tab and its available options. The SQL tab has the following options... * Evaluate Query * Query Designer * SQL Helper * Edit Manually * Reset SQL text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:report_cache?rev=1706783334&do=diff Cached Reports There are time when it makes more sense to run a report from a data cache as opposed to extracting the data from the datasource. For instance, if 100 users all access the same information, and the report takes a minute to generate and its data is valid for a whole day, only the first user to run the report need take the hit of running the report in real-time from the database. Reports run from cache process in about 1/5th of a second, and when processed in real-time from the data… text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:report_themes?rev=1706783334&do=diff Themes enable the developer to customize the look and feel of any report. Themes let the developer to express their graphical & artistic capabilities (or in some cases, the lack thereof). Themes relate to: * Fonts * Foreground and background colors * Chart default sizes and initial colors * Grid line colors * Headers and totals foreground and background colors. * Chart colors * Exception style formatting text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:repository_administration?rev=1706783334&do=diff Repository Administration has several important Configuration related features. Lets examine each feature in detail. * Configuration Management: See the topic Configuration Management for more details. * Reload Configuration: If you have made any changes to biplus.xml file from server side the you need to reload those changes. (Note:Editing biplus.xml is not recommended.) * Process Auto Import: If you have dropped any .SMD file for server side import at C:\BIPLUS\Apps\BIPLUS\import\cu… text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:repository_compare?rev=1706783334&do=diff Repository Compare tool makes migrations much easier is to have a visual comparison tool that could tell us exactly what the differences are between objects in different repositories. This way, you can compare a maximum of 2 environments and highlight the differences. You can also show objects that exist in 1 environment and not the other (either way). text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:scheduler?rev=1706783334&do=diff The Reports scheduler is one of the most powerful features of BIPLUS. The Report Scheduler is a recurring and automated interface to email static reports on a periodic basis to one or more recipients. The scheduler automatically runs your financial and BI reports on predetermined schedule, then publishes them in html, pdf, or Excel formats. Here are some key features of BIPLUS scheduler: text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:settings?rev=1706783334&do=diff Setting tab in BIPLUS has several features and these features are report specific. However most of the features are common for all reports. The following screen shot is displaying Settings tab and its features. * Alias: Allows the user to select Alisa Report. If you select Alias report you may not need to write SQL queries. All data from selected alias report(with all settings) is brought into current report. If one select Alias report then few features are disabled for that report. * Glo… text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:stored_proc?rev=1706783334&do=diff There are times when program logic is so complex that the correct resulting dataset can only be achieved via a stored procedure that returns a data set. The challenge in this is that by default, BIPLUS does not allow a developer to run any queries that do not start with the keywords SELECT or WITH. With defines reusable inline views that can be used multiple times by the same main query. This technique is also referred to as Subquery Factoring or Common Table Expressions. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:table_report?rev=1706783334&do=diff Let's go through the processes to create a table report (rows and columns). You should already know how to add a category and a report. If you don't then view the guide for Creating Categories and Reports. To create a table report, find the Category or Report under which you wish to create a report and right-click. Then choose the ‘Add Report’ option. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:templates?rev=1706783334&do=diff BIPLUS supports PDF form templates, HTML templates, XSL Stylesheets or Word XML templates in which to display the contents of a report. This is mainly where the flexibility is sought and the requirements of the report format cannot be satisfied with the normal default formats that BIPLUS create as built-in formats. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:timeout?rev=1706783334&do=diff BIPLUS has the ability to govern how long each query can run before it gets timed out. These limits are by Datasource, by user and time of day. Only Administrators have the ability to maintain timeout values. Timeout maintenance is invoked by clicking the Timeouts option of the Admin ⇒ Timeout menu and the timeouts dialog appears as below. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:totals?rev=1706783334&do=diff When running a report in BI Plus, with totals configured, the user has the option of turning these on / off at runtime, using the interactive applet. Consider the Company Sales Report as below. Note the ORDER by clause of the SQL statement. When run, it returns this result. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:treatments?rev=1706783334&do=diff If a report is treated with some action (like filter, GREX, pivot ) then we can save that report with applied actions. So that next time you don't need to apply these action again and again. All you need to do is run that saved treatment. Treatment feature is mostly used from Reporter interface however we can also use it from Admin interface. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:user_groups_profiles?rev=1706783334&do=diff Defining Users Defining Groups Defining Profiles Defining Users User Types in BI PLUS As of version 3.5, BI PLUS support the following Users types: * Administrator * Reporter * Developer * Power User * External / Remote User Administrator As the title implies, Administrator user are those users who can log into BIPLUS Administration and perform administrative tasks, which include: text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:version_control?rev=1706783334&do=diff Version Control has been designed to prevent one developer from over-writing a report while another developer is working with it. Reports are either checked out to you (developer) or checked into the repository. You (developer) can only make changes to a report that is checked out to you. It is good practice to check-in the reports once development / modifications are complete before migration but this behaviour is not enforced. text/html 2024-02-01T10:28:54+00:00 https://wiki.saral.io/doku.php/biplus:documentation:admin_guide:writeback?rev=1706783334&do=diff * Creating a Write-back Report * Valueset & Key Parameters * Other Features Creating Write-back Report Write Back is the ability to enter values directly into a report which are saved into write back the database and those values then might be used in calculations and charts in the report. Before creating any write-back report in BIPLUS one must enable this feature from Configuration Management (Admin menu ⇒ Repository Administration ⇒ Configuration Management ⇒ Defaults tab).