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Creating RTF Templates by Using BI Publisher 11/g/ Template Builder

for Word <#top>
This tutorial contains the following sections:
Purpose <#s1>
Time to Complete <#s2>
Overview <#t1>
Prerequisites <#t2>
Software Requirements <#t2s5>
expand Installing Template Builder and Exploring the Template Builder
User Interface <#t3>
Installing Template Builder <#t3s1>
Exploring the Template Builder User Interface <#t3s2>
Building an RTF Template in Offline Mode <#t5>
Building an RTF Template in Online Mode <#t6>
Working with a Pivot Table in an Existing RTF Template <#t7>
expand Using Template Builder Utilities: Field Browser, Validate
Template, and Check Accessibility <#t8>
Using Validate Template <#t8s1>
Using Field Browser <#t8s2>
Using Check Accessibility <#t8s3>
expand Setting Configuration Options for Template Builder <#t9>
Setting UI Options <#t9s1>
Setting Preview Options <#t9s2>
Setting Build Options <#t9s3>
Summary <#s7>
Resources <#s8>
<#s9>
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<http://www.oracle.com/technology/index.html>
Creating RTF Templates by Using BI Publisher 11/g/ Template Builder

for Word
<*Do not delete* this text because it is a placeholder for the generated
list of "main" topics when run in a browser>
Purpose
This tutorial covers how to use Oracle Business Intelligence Publisher
Template Builder for MS Word to create RTF templates.
You will learn how to:
*
*
*
*
*
*
*
Log on to BI Publisher Server and create RTF templates in Online mode

Use the Sample XML/XML schema to create RTF templates in Offline mode
Create tabular reports
Create charts and pivot tables
Insert fields and repeating groups
Use native MS Word formatting
Use tools to validate templates, browse fields, and check accessibility
Time to Complete
Approximately*2* hours.
Overview
Template Builder is an extension to MS Word (2003 or later) that
simplifies RTF template creation for Oracle BI Publisher reports.
Rich Text Format (RTF) is a specification used by common word processing
applications, such as MS Word. Template Builder provides easy-to-use
wizards for inserting fields, tables, forms, charts, and cross-tabs.
Also, Template Builder provides translation features and enables you to
preview reports by using the template in supported formats.
This tutorial provides step-by-step procedures to use Template Builder
to create RTF templates for Oracle BI Publisher reports. The examples
will cover complex formatting and processing of reports by using these
RTF templates. You will also learn how to work in both Online and
Offline modes. Translating the RTF templates is covered in detail in the
other tutorial -: Exploring Advanced Features of BI Publisher 11/g/
<http://apex.oracle.com/pls/apex/f?p=44785:24:0::NO:24:P24_CONTENT_ID,P24_PREV_P
AGE:5722,2>,
and also in the Instructor Led Training (ILT) for BI Publisher 11/g/.
Prerequisites
To complete this tutorial, you should:
* Download the *My Templates and Files
<http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bip/tb4wor
d/files/My%20Templates%20and%20Files.zip>*
zip file, and unzip in a folder with the same name.
* Create a Learn folder on your hard drive.
* Have access to the Samples files available in the Publisher Desktop
Program menu.
* You will be using some of the reports that are similar to the ones
you created in the OBE ' Getting Started with Oracle Business
Intelligence Publisher
<http://apex.oracle.com/pls/apex/f?p=44785:24:0::NO:24:P24_CONTENT_ID,P24_PR
EV_PAGE:5081,2>'.
These reports are provided to you in the My Templates and Files zip
file.
* Complete the Getting Started with Oracle Business Intelligence
Publisher
<http://apex.oracle.com/pls/apex/f?p=44785:24:0::NO:24:P24_CONTENT_ID,P24_PR
EV_PAGE:5081,2>
OBE mentioned above.
* Install the required software.
The assumption throughout this course is that you are familiar with the
basic user interface and navigation of the Oracle BI Publisher.
Software Requirements
The following is a list of software requirements:
* Microsoft Word (2003 or 2007)
* Java SE Development Kit (JDK) 5 or later (This also includes Java
Runtime Environment [JRE]. JRE 1.6 or later is required.)
* MS .NET Framework 3.5 with SP1 or later.
* Oracle BI EE 11g installed on a machine that Template Builder can
connect to by using HTTP.
* Oracle BI EE 11g should be able to connect to a supported data source.
Installing Template Builder and Exploring the Template Builder User
Interface
In this topic, you will see how to download the Template Builder add-in,
and install it. Then you will explore the the Template Builder user
interface.
Installing Template Builder
Template Builder can be downloaded from the Get Started region of the
Oracle BI Publisher Home page or Oracle BIEE Home page. In this topic,
you will download the Template Builder add-in and install it.
Perform the following steps to download and install Template Builder:
1 .
Log in to Oracle BI Publisher.

Show Screenshot for Step
2 .
In the Get Started section of the Home page, click the *Download BI
Publisher Tools* menu, and select *Template Builder for Word*.

3 .
TheOpening BIPublisherDesktop.exe dialog box opens. Click *Save File*.

Save the file to a suitable location on your hard drive.
4 .
Navigate to the location where you have downloaded the

BIPublisherDesktop.exe file and double-click the executable file to
begin the installation.
5 .
*a.* After the Install Shield wizard starts, follow the on-screen
instructions to complete the installation.
*b.* Click *Finish. *
6 .
If Template Builder is installed correctly, you will see the BI

Publisher ribbon in Word 2007:
Show Screenshot for Step.
*Note*: If you are using Microsoft Word 2007 you may need to modify your
Add-In settings: To do so, click the Office button, click Word Options,
and then click Add-Ins.
Exploring the Template Builder User Interface

In this topic, you will review Template Builder UI components. You will
open the existing Balanceletter.rtf file.
(This file is made available to you in theMy Templates and Files
<http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bip/tb4word/fi
les/My%20Templates%20and%20Files.zip>
zip file, as well as in Sample after you install the Template Builder.)
1 .
The BI Publisher ribbon has the following options:

* *Online *
You can log in to BI Publisher from here. After you log in, you can
use the *Open *button to open a report from the BI Publisher catalog.
* *Load Data*
This group of commands enables you to load a saved sample data file
or sample schema to Template Builder. You must load data to use most
of the Template Builder functionality. The *Sample XML* button
allows you to load a sample XML file that contains all the fields
that you want to insert into your template as a data source. If you
are not connected to the BI Publisher server, use this method to
load your data.
* *Insert *
This group enables you to insert the following elements into your
RTF template.
o
*Table Wizard:* This function provides a wizard that guides you
through the creation of tables used in typical reports.
o
*Pivot Table:* Using this you can drag and drop data elements
into a pivot table.
o
*Chart:* BI Publisher does not recognize native Microsoft Word
charts. The Insert Chart function allows you to insert a chart
that is understood by Oracle BI Publisher.
o
*ab|Field: * This function allows you to select fields from your
data source and insert them into your template
o
*Table/Form:* Use this function to insert data fields to be
organized as a simple or nested table or as a form that is
repeated with different data. You may even organize all the data
fields for the whole document before inserting them.
o
*Repeating Group:* Use this to select or define a group of
elements to be repeated for each occurrence of an element in the

data.
o
*Conditional Format: *This enables you to define simple
conditional formats to apply to table rows or cells.
o
*Conditional Region:* This enables you to insert a conditional
statement around a region of the template. A conditional region
is an area that is surrounded by a conditional statement. If the
statement tests true, the area is displayed in the report; if
the condition tests false, the area is suppressed from the report.
o
*All Fields: * This function inserts all fields found in the XML
data into your document. It will also insert processing
instructions into your document that will repeat a section, such
as a table row when the associated XML element is repeated. When
you are working on a deeply nested hierarchy of elements, it is
better to insert elements separately, instead of inserting all
fields.
* *Preview*
This enables you to preview your RTF template with sample XML data.
The preview menu offers you *PDF, HTML, RTF*, *Power Point*,*Excel*
(MHTML format), and*EXCEL2000* as output formats. When you select
any of these output formats, Template Builder will merge the data
into your template and create the output document.
* *Tools *
This group has the following advanced editing tools for the templates:
o *Field Browser*: This is for advanced users to review and edit
BI Publisher commands inserted in the form fields. It shows the
commands behind each form field and allows you to edit them. Use
this tool to correct flawed RTF templates or to update multiple
fields efficiently.
o *Validate Template: *The validation function checks the template
for incorrect use of BI Publisher commands and unsupported
elements in the Word file.
o *Check Accessibility :* Run this tool to check for the
accessibility features in the template.
o *Translation: *
*Extract Text: *This command enables you to create a standard
XLIFF translation file containing the boilerplate text from your
template. XLIFF is a standard file format that is understood by
many translation software packages. Because an XLIFF is an XML
file, you can translate the text in a text editor.
*Preview Translation:* This command enables you to preview your
template as a PDF file using a specified XLIFF translation file.
This functionality enables you to test translation files.
*Localize Template: *This command applies a translation file to
an RTF template. This means that in your current RTF template
all boilerplate text is translated. The main function of this
feature is to create a language-specific version of a template.

o *Expor**t
XSL-FO Stylesheet: *This function allows you convert the RTF
template into an enhanced XSL-FO stylesheet. This function can
be used to generate XSL-FO for debugging or further customization.
*FO Formatted XML:* This function allows you to apply the XSL-FO
style sheet generated from the Word document to the sample data
and save the intermediate FO format. This function is mainly for
debugging.
*PDF* This function converts the Word document to PDF.
* *Options *
This group allows you to change the following options that influence
the look and feel of Template Builder:
o Display Mode
o Preview
o Build
You will use all these functions in the coming sections.
Building an RTF Template in Offline Mode

Rich Text Format (RTF) is a specification used by common word processing
applications, such as Microsoft Word. When you save a template in
Template Builder, the file type should be RTF. You can build and upload
your template via a direct connection with the BI Publisher Server,
called Online mode, or you can build and upload your template in a
disconnected mode, and is called Offline mode.
Note: To work in disconnected mode, you must have a sample data file
available in your local work environment. In this example, the sample
data file is Balance.XML.
1 .
*a.* Select *Start >**Programs >Oracle BIP Desktop >Samples >RTF Templates*.
*b. *Open the *Balance Letter* folder and load the file *Balance Letter
Start.rtf*. This is a sample template file.
2 .
The RTF template file opens in MS Word.

3 .
To build a report and view the report with data, you must load sample
XML data. When working in disconnected or Offline mode, you must have
sample data stored locally.
*a. *Click *Sample XML* in the Load Data group.
*b. *Select the Balance.xml sample data file located under your local
drive(C):\Program Files\Oracle\BI Publisher\BI Publisher
Desktop\samples\RTF templates\Balance Letter. Click *Open. *
You will see a confirmation message that the data is loaded successfully.
4 .
*a.* Now insert the various fields in the Balance Letter by replacing
the placeholders. Select the *<INSERT ADDRESS HERE>* placeholder, and
click *ab | Field*, in the Insert group.
*b.* In the Field dialog box, select the *Customer Name* field and
click*Insert.*
5 .
The Customer_Name field appears in the Balance Letter. Click the space
following the CUSTOMER_NAME field and press *Enter*. This adds a line
break.
6 .
Repeat this process, adding Address Line1. Also, add City, State, and
Zip, each of them separated by a comma and space. The letter should look
like this:
7 .
*a. *Insert the following fields into the letter, in the appropriate
placeholders:
* As_Of_Date
* Trx Currency Code
* C Inv Open Balance.
Note that you may have to scroll in the Field dialog box to locate these
fields.
*b.* Close the Field Dialog box.
8 .
Include the table of invoices by using the Table Wizard. The Table
Wizard allows you to add tables, forms, charts, and other objects.
*a.* Select the *<INSERT TABLE OF INVOICE HERE>* placeholder in the form
letter. Click *Table Wizard* in the Insert group.
The Table Wizard opens.
*b.* Accept the default (Table) and click *Next.*
9 .
The Table Wizard intuitively selects the correct data set for you. In
this example, it is /ARXCOBLX/G_CUSTOMER/G_CURRENCY/G_INVOICES. Accept
the default and click *Next.*
You can change this, however, by clicking the drop-down list.
10 .
*a.* Select the following columns:

*
*
*
*
Trx Number
Transaction Date
Trans Amount
Trans Amount (Second "Trans Amount" is Trans Amount Remaining)
Use the shuttle icons Show Screenshot for Step to move items to the
selected column one at a time or use the double-headed shuttle icons to
move all columns at once.
Use the resequence icons Show Screenshot for Step to move the columns up
and down.
*b*. Click *Next. *

11 .
You can group your data. You use the Break option to insert either a
page break or section break after each occurrence of a group. In this
example you will not select any options. Click*Next.*
12 .
*a.* Select a sort sequence and indicate the type of data that is being
sorted. Select Transaction Date, indicate that this field is a number,
and sort the column in descending order.
*b.* Click *Finish.*
13 .
The table opens in the template. Observe the codes F (for "Grouping")
and E (for "Each") in the table.
14 .
Preview this template in PDF format. In the Preview group, click*PDF. *

The report is displayed with the XML file data that you loaded earlier.
15 .
You can view the Word properties of any table field that you have added
to your template. Double-click TRANS_AMOUNT in the table.
The BI Publisher Properties dialog box is displayed.
Click the *Word Properties* button to edit the inserted fields.
16 .
*a.* In the Text Form Field Options dialog box, select *Number* from the
Type drop-down list.
*b.* Set the default number and number format. Enter *$1,000.00* in the
*Default number* text box and select *$#,##0.00* from the *Number
format* drop-down list.
*c.* Click *OK*. The template is displayed with the applied formatting.
*d.* Right-justify this Trans Amount field by using MS Word Paragraph menu.
17 .
You can format the other fields as per your requirement. However,
because the date is a text field in this example, you will not be able
to format it.
You can also format the column names of the table to a meaningful
display using the MS Word menu. Change the column names as given below
and then keep the formatting as Bold.
*
*
*
*
*Trx Numbe*r to *Invoice Number*

*Transaction Date* to *Date*
*Trans Amount* to *Transaction Amount*
*Trans Amount Remaining *to *Transaction Amount Remaining *

18 .
Save the template as *My Balance Letter* in the Learn folder on your
local drive.
19 .
When you preview this template, the report is displayed with the applied
formatting.
20 .
Close the preview and the template file.

21 .
Log in to BI Publisher Enterprise Edition.

22 .
On the Catalog page, navigate to theBalance Letter report and click*Edit.*

This Balance Letter report is part of the *Samples* files.
23 .
The Report Editor opens. Click*Add New Layout*.

24 .
Click *Upload.*
25 .
*a.* Enter Balance Letter as the layout name.

*b.* Click *Browse.* Navigate to and selectMy Balance Letter.rtf from
theLearn folder, and click *Open.*
*c. *Select *RTF Template* as the type and *English (United States)* as
the locale.
.Show Screenshot for Step
*d.* Click *Upload. *
26 .
The uploaded layout is displayed in the layout editor. Click *Save.*

27 .
Click *View Report.*

In the displayed report, click the *Balance Report* tab. The report
based on the template that you have designed in Template Builder is
displayed.
This concludes the topic on creating a RTF template using Template
Builder in Offline mode.
Building an RTF Template in Online Mode
This topic demonstrates how to design an RTF template while logged into
BI Publisher.
You will log in to BI Publisher through Template Builder, define an RTF
template, add a table with a running total, add grouping and sorting,
add a page break, add a chart, preview data in the report by using the
template, upload the RTF template to BI Publisher Enterprise Server, and
view the report on BI Publisher Enterprise Server.
1 .
*a*. Open a new blank word document.

*b.* Log in to BI Publisher by clicking*Log On* in the Online group.
*c.* Enter the Report Server URL as the BI Publisher Server installed on
your machine. For example, http://<host>:<port>/xmlpserver
*d.* Click *Login.*
2 .
The Open Template dialog box opens. Select the *Salary Reports
No
Parameters* report. (Navigate to \Shared Folders\Sample Lite\Published
Reporting\Reports\)
3 .
When the report opens, you will not see any data in the blank MS Word
document. However, XML data definitions are loaded from the report to
facilitate the definition of a template. Notice that the report name
appears in the title bar of MS Word beside the document name.
4 .
Now start building the template.

Insert a word table with two rows. Insert the chart in the first row,
followed by the table in the second.
5 .
Now you will add a chart for this template. Position your cursor in the
first row of the word table. In the Insert group, click*Chart.*
6 .
The Chart window opens. Select *Row* in the Data pane.

7 .
*a.* Drag Annual Salary to*Values* in the Layout pane.

*b.* Drag Department Name to the*Labels* text box.
8 .
In the Layout pane, select the following information:

Step
Attribute
Values
a.
Type
Bar Graph - Vertical

b.
Style
Earth
c.
Aggregation
Average
f.
Title:Title
Average Annual Salary by Department

The Chart wizard should look like this:
Click *OK.*
9 .
The chart appears in the template.

10 .
Now use the Table wizard to insert the table in your template. You did
this in the previous topic, but in Offline mode. Take your curser to the
next row of the MS Word table, and then insert the table.
*a.* Select *Department Name,Manager, Name, Job Title, Annual Salary,*
and *Fed Withheld* (in that order). Your selections should be listed in
the right pane of the wizard page.
*b.* Click *Next.*
11 .
In the *How would you like to group your report? *section, select the
following options:
*
*
*
*
*
Group By - Department Name

Group Above
Break - Section
Then By - Manager
Group - Left
Recall that while working on the table in the Offline mode, you did not
choose options for grouping. This example uses section breaks in the
report with Department Name as the group and has a second grouping by
Managers.
Click*Next. *
12 .
Sort by *Annual Salary* in the *Which fields would you like to use to
sort the data?* section. Click *Finish.*
13 .
This table appears in the document, below the chart. Right-justify the
cell for *ANNUAL_SALARY*.
14 .
Save the file as Manager Financials Report.rtf in your Learn folder.

15 .
Select the PDF preview option from the *Preview* group. The PDF is
displayed. Observe that because you used the Group above
option while
inserting the table, a department name appears above each table.
16 .
Close the PDF.

17 .
Now, upload the template to the BI Publisher Server.

Click *Upload Template As* in the *Online* group.
18 .
Upload as new dialog box opens. Enter Manager Financials Report as the
Template Name.
19 .
A confirmation message is displayed. Click*OK*.

20 .
Navigate to the *Salary Report - No Parameters* report in the BI

Publisher Enterprise Server and click *Edit*.
21 .
The uploaded layout is displayed in the layout editor. Save and then
click*View Report. *
22 .
In the displayed report, click the Manager Financials Report tab. The
report based on the template you have designed in Template Builder is
displayed.
This concludes "Building an RTF Template in Online Mode" topic.
Working with a Pivot Table in an Existing RTF Template
This topic covers adding a pivot table to an existing RTF template. You
will open an existing RTF template to preview a chart, and add a pivot
table to the template. The RTF template Retail Sales.rtf
is stored in the My Templates and Files
zip file.
1 .
Open the *Retail Sales.rtf* file in MS Word. The file looks like this:
2 .
In the BI Publisher ribbon, click *Sample XML* in the Load Data group.
3 .
Navigate to and selectRetailSales.xml

les/My%20Templates%20and%20Files.zip>(located
in the same folder as the Retail Sales RTF template), and click *Open.*
This file contains retail sales data from different industries.
4 .
Click *OK* in the message dialog box. The data is loaded.

5 .
Click *Enter* twice to enter a line break after the PIE Chart.
6 .
Click *Pivot Table* in the *Insert *group. The Pivot Table dialog box opens.
You drag data columns from the Data pane to the blank Layout pane to
build a pivot table.
7 .
*a.* Drag *Year* to*Column*
*b.* Drag *Month* to *Column*
*c. *Drag *Industry* to *Row*
*d. *Drag*Sales* to the *Please drop data here* area.
8 .
*a.* Select *Sales *in the row.

*b.* Select the cell to the right of Format in the Properties pane to
select *SUM*.
*c.* Select *#,##0* in the properties drop-down list.
*d.* Click *OK. *
9 .
The pivot table appears in the template.

10 .
Save the template, and then click *PDF *in the Preview group to view
your pivot table.
This concludes the "Working with a Pivot Table in an Existing RTF
Template" topic.
Using Template Builder Utilities: Field Browser, Validate Template,
and Check Accessibility
This topic will demonstrate how to use the Field Browser, Check
Accessibility, and Validate Template utilities available in Template
Builder.
You will use theRetail Sales.rtf
les/My%20Templates%20and%20Files.zip>file,
which is made available to you at My Templates and Files zip file.
Using Validate Template
1 .
*a.* Open the RTF file *Retail Sales.rtf. *

*b. *In the BI Publisher tab, in the *Tools* group, click *Validate
Template*.
2 .
If there are no validation errors, No Error found is returned.

If an error is found, the error will be displayed.
*Note: *You can also use Field Browser to help locate the error.
Using Field Browser

The Field Browser utility provides a fast way to review and update the
BI Publisher instructions hidden in the Microsoft Word form fields. This
is particularly useful for understanding and modifying existing templates.
1 .
In the BI Publisher tab, in the *Tools* group, click *Field Browser* to

open the Field Browser dialog box.
2 .
The Field Browser dialog box shows the default text of the form field in
the Text column, and the instructions (from the help and status text of
the form field) in the Code column.
*Note:*
* When you select a specific row in the dialog box, the matching form
field will be selected in the Microsoft Word document.
* If you select some part of the text before opening the Field
Browser, the dialog shows only the fields in your selection. If no
text is selected, Field Browser will show all fields in the
document. This screenshot shows all the fields, because no specific
form field was selected before opening Field Browser.
3 .
You can update processing instructions directly from the Field Browser
dialog box.
*a. *Select INDUSTRY in the Text column..
The *Edit* field shows the processing instructions.
*b.* Change all but the first of the capital letters of the word
*INDUSTRY* to lowercase. In other words, change *INDUSTRY* to *Industry*.
*c.* Select *Update*.
Observe that the code is changed as per your edit.
*Note: *Recall from the previous topic that you can use Field Browser to
find out validation errors in the template. Use the Find option in the
Field Browser to search for the errors.
Using Check Accessibility

Template Builder provides an accessibility checker to check the template
for features to enhance the accessibility of the report for report
consumers who may need assisting technologies to view the report. For
more information about developing accessible reports, see "Designing

Accessible Reports" in the /Oracle Fusion Middleware Report Designer's
Guide for Oracle Business Intelligence Publisher/.
1 .
In the BI Publisher tab, in the *Tools* group, click *Check Accessibility*.

2 .
The tool generates a report indicating areas of your template that do

not include the accessibility features.
This template does not have accessibility compatibility for a row header
of a table.
For more information about developing accessible reports, see /Designing
Accessible Reports" in the Oracle Fusion Middleware Report Designer's
Guide for Oracle Business Intelligence Publisher/.
Setting Configuration Options for Template Builder
In this topic, you will see how to set the various UI options and
configuration options for Template Builder. The important settings
covered are:
* The
the
* The
the
* The
how
UI Options tab allows you to change some options that influence

look and feel of Template Builder.
Preview Options tab allows you to specify options that influence
Preview functionality of Template Builder.
Build Options tab allows you to specify options that influence
Template Builder generates tables and forms.
Setting UI Options
The tree view showing the data source can show either the correct XML
tag names of the data source or a slightly modified version that is
easier to read.
Select the *Element Names for Reports XML * option to show the modified
labels. These labels contain no <> characters, use title case
capitalization and use spaces instead of underscores.
Setting Preview Options
The Preview tab allows you to specify options that influence the Preview
functionality of Template Builder.
The various options that you can set using this dialog are:
*
*
*
*
Style Template
Locale
Java Home
Java Option

Style Template
If you have a BI Publisher style template available locally you can
specify it here. The style information in the style template is applied
to RTF layouts at runtime to achieve a consistent look and feel for your
enterprise reports. In this example no style template is defined.
For more information, see "Creating and Implementing Style Templates" in
the /Oracle Fusion Middleware Report Designer's Guide for Oracle
Business Intelligence Publisher/.
Locale
You can choose the language and territory used for previewing your
template. While this change will not automatically translate any files,
it is important to set the correct locale for the preview to use the
correct direction of the text (left-to-right or right-to-left), and to
correctly set locale-specific date, number, and currency formats. In
this example the Locale is set to English - United States [en-US]
Java Home
The Preview (and export functionality) requires Java code. You can
change the path to your JAVA HOME directory. If this option is not
specified, Template Builder assumes that the Java virtual machine
(java.exe) is accessible in the PATH specified in your environment
variables of Windows. In this example it is set as C:\Program
Files\Java\jre6
Java Option
Specify the memory to reserve for Template Builder to process the
template. The default value is -Xmx256M. The example shows the same.
Setting Build Options
Use the Build tab to specify options that influence how Template Builder
generates tables and forms.
The various Build options that you can set here are:
* For-each form field
* Form field size
* Table Header Color
For-each form field
Use this to choose how the Template Builder creates the form fields for
processing instructions in the Insert Table/Form dialog box. The
*Descriptive *option (for example: for-each Invoice) renders a
descriptive form field for the processing instructions. This option
makes the layout template easier to understand. However, the longer
fields may distract from the visual layout of the template. The
*Abbreviated* option (for example: F) provides a one letter abbreviation
for each instruction.
Select the *Hidden *option to generate the processing instruction form
fields using Microsoft Word's hidden font effect. Hidden text is hidden
in the print preview. You can display or hide the hidden text by
selecting or deselecting the Hidden text
option in the Display options
of Microsoft Word Options.
Form field size
The *Large* option inserts the BI Publisher code in a document variable.
The document variable field can accommodate approximately 48 kilobytes
of code line.
Note that this setting affects only fields that are created or edited
while this option is set.
Table Header Color
When you insert a table by using the Table Wizard or the Insert
Table/Form dialog box, the Template Builder applies the table header
color specified here to the table header background. Use this feature to
customize the default color for your templates.
Generate XSLT 2.0 compliant code
BI Publisher uses the XSLT processor provided by Oracle XDK 11.1.0.7.0,
which supports the W3C XSL Transformations 1.0 recommendation. The
processor also implements the current working drafts of the XSLT and
XPath 2.0 standards. For more information about Oracle XDK see Oracle
XML Developer's Kit Programmer's Guide 11g.
By default, BI Publisher is compatible with XSLT 1.0. If you wish to use
XSLT and XPath 2.0 features in your template enable this option. This
configuration is performed at the template level. The template-level
setting will override the server setting.
This concludes the "Setting Configuration Options for Template Builder"
topic.
Summary
In this tutorial, you have learned how to:
*Install Template Builder successfully *
*Create an RTF template in the Offline mode *
*Create an RTF template in the Online mode *
*Create a chart and a pivot table in an existing template *
*Configure Template Builder settings *
Resources
* Oracle by Example - Business Intelligence Enterprise Edition
<http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/tutorial
s/index.html>
* Oracle Learning Library - Home <http://www.oracle.com/goto/oll>
Credits
* *Lead Curriculum Developer:* Sindhu Rao
* *Other Contributors:* Kasturi Shekhar, Mike Donohue, Pradeep Sharma,
and Daniel Milne
<http://www.oracle.com/us/corporate/index.html>
Copyright 2011,
Oracle and/or its affiliates. All rights reserved
<http://www.oracle.com/corporate/index.html><http://www.oracle.com/html/privacy.
html>

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Creating RTF Templates by Using BI Publisher 11/g/ Template Builder

Creating RTF Templates by Using BI Publisher 11/g/ Template Builder

Log on to BI Publisher Server and create RTF templates in Online mode

Log in to Oracle BI Publisher.

Show Screenshot for Step

TheOpening BIPublisherDesktop.exe dialog box opens. Click *Save File*.

Navigate to the location where you have downloaded the

If Template Builder is installed correctly, you will see the BI

Exploring the Template Builder User Interface

The BI Publisher ribbon has the following options:

elements to be repeated for each occurrence of an element in the

feature is to create a language-specific version of a template.

Building an RTF Template in Offline Mode

The RTF template file opens in MS Word.

*a.* Select the following columns:

*b*. Click *Next. *

Preview this template in PDF format. In the Preview group, click*PDF. *

*Trx Numbe*r to *Invoice Number*

Show Screenshot for Step

Close the preview and the template file.

Log in to BI Publisher Enterprise Edition.

On the Catalog page, navigate to theBalance Letter report and click*Edit.*

The Report Editor opens. Click*Add New Layout*.

*a.* Enter Balance Letter as the layout name.

The uploaded layout is displayed in the layout editor. Click *Save.*

Show Screenshot for Step

Click *View Report.*

*a*. Open a new blank word document.

Now start building the template.

The Chart window opens. Select *Row* in the Data pane.

*a.* Drag Annual Salary to*Values* in the Layout pane.

In the Layout pane, select the following information:

Bar Graph - Vertical

Average Annual Salary by Department

The chart appears in the template.

Group By - Department Name

Save the file as Manager Financials Report.rtf in your Learn folder.

Show Screenshot for Step

Close the PDF.

Now, upload the template to the BI Publisher Server.

A confirmation message is displayed. Click*OK*.

Navigate to the *Salary Report - No Parameters* report in the BI

Navigate to and selectRetailSales.xml

Click *OK* in the message dialog box. The data is loaded.

*a.* Select *Sales *in the row.

The pivot table appears in the template.

*a.* Open the RTF file *Retail Sales.rtf. *

If there are no validation errors, No Error found is returned.

Using Field Browser

In the BI Publisher tab, in the *Tools* group, click *Field Browser* to

Using Check Accessibility

more information about developing accessible reports, see "Designing

In the BI Publisher tab, in the *Tools* group, click *Check Accessibility*.

The tool generates a report indicating areas of your template that do

UI Options tab allows you to change some options that influence

Show Screenshot for Step

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TheOpening BIPublisherDesktop.exe dialog box opens. Click Save File.

a. Select the following columns:

b. Click Next.

Preview this template in PDF format. In the Preview group, clickPDF.

Trx Number to Invoice Number

On the Catalog page, navigate to theBalance Letter report and clickEdit.

The Report Editor opens. ClickAdd New Layout.

a. Enter Balance Letter as the layout name.

The uploaded layout is displayed in the layout editor. Click Save.

Click View Report.

a. Open a new blank word document.

The Chart window opens. Select Row in the Data pane.

a. Drag Annual Salary toValues in the Layout pane.

A confirmation message is displayed. ClickOK.

Navigate to the Salary Report - No Parameters report in the BI

Click OK in the message dialog box. The data is loaded.

a. Select Sales in the row.

a. Open the RTF file Retail Sales.rtf.

In the BI Publisher tab, in the Tools group, click Field Browser to

In the BI Publisher tab, in the Tools group, click Check Accessibility.