Creating RTF Templates by Using BI Publisher 11g Template Builder for Word
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5/10/2015 CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWord
http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bip/tb4word/tbwordbip.htm 1/44
CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWord
PurposeThistutorialcovershowtouseOracleBusinessIntelligencePublisherTemplateBuilderforMSWordtocreateRTFtemplates.
Youwilllearnhowto:
LogontoBIPublisherServerandcreateRTFtemplatesinOnlinemodeUsetheSampleXML/XMLschematocreateRTFtemplatesinOfflinemodeCreatetabularreportsCreatechartsandpivottablesInsertfieldsandrepeatinggroupsUsenativeMSWordformattingUsetoolstovalidatetemplates,browsefields,andcheckaccessibility
TimetoCompleteApproximately2hours.
OverviewTemplateBuilderisanextensiontoMSWord(2003orlater)thatsimplifiesRTFtemplatecreationforOracleBIPublisherreports.
RichTextFormat(RTF)isaspecificationusedbycommonwordprocessingapplications,suchasMSWord.TemplateBuilderprovideseasytousewizardsforinsertingfields,tables,forms,charts,andcrosstabs.Also,TemplateBuilderprovidestranslationfeaturesandenablesyoutopreviewreportsbyusingthetemplateinsupportedformats.
ThistutorialprovidesstepbystepprocedurestouseTemplateBuildertocreateRTFtemplatesforOracleBIPublisherreports.TheexampleswillcovercomplexformattingandprocessingofreportsbyusingtheseRTFtemplates.YouwillalsolearnhowtoworkinbothOnlineandOfflinemodes.TranslatingtheRTFtemplatesiscoveredindetailintheothertutorial:ExploringAdvancedFeaturesofBIPublisher11g,andalsointheInstructorLedTraining(ILT)forBIPublisher11g.
PrerequisitesTocompletethistutorial,youshould:
DownloadtheMyTemplatesandFileszipfile,andunzipinafolderwiththesamename.CreateaLearnfolderonyourharddrive.HaveaccesstotheSamplesfilesavailableinthePublisherDesktopProgrammenu.YouwillbeusingsomeofthereportsthataresimilartotheonesyoucreatedintheOBE'GettingStartedwithOracleBusinessIntelligencePublisher'.ThesereportsareprovidedtoyouintheMyTemplatesandFileszipfile.CompletetheGettingStartedwithOracleBusinessIntelligencePublisherOBEmentionedabove.Installtherequiredsoftware.
TheassumptionthroughoutthiscourseisthatyouarefamiliarwiththebasicuserinterfaceandnavigationoftheOracleBIPublisher.
SoftwareRequirementsThefollowingisalistofsoftwarerequirements:
MicrosoftWord(2003or2007)JavaSEDevelopmentKit(JDK)5orlater(ThisalsoincludesJavaRuntimeEnvironment[JRE].JRE1.6orlaterisrequired.)MS.NETFramework3.5withSP1orlater.OracleBIEE11ginstalledonamachinethatTemplateBuildercanconnecttobyusingHTTP.OracleBIEE11gshouldbeabletoconnecttoasupporteddatasource.
InstallingTemplateBuilderandExploringtheTemplateBuilderUserInterfaceInthistopic,youwillseehowtodownloadtheTemplateBuilderaddin,andinstallit.ThenyouwillexplorethetheTemplateBuilderuserinterface.
InstallingTemplateBuilder
TemplateBuildercanbedownloadedfromtheGetStartedregionoftheOracleBIPublisherHomepageorOracleBIEEHomepage.Inthistopic,youwilldownloadtheTemplateBuilderaddinandinstallit.
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5/10/2015 CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWord
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PerformthefollowingstepstodownloadandinstallTemplateBuilder:
1. LogintoOracleBIPublisher.
2. IntheGetStartedsectionoftheHomepage,clicktheDownloadBIPublisherToolsmenu,andselectTemplateBuilderforWord.
3. TheOpeningBIPublisherDesktop.exedialogboxopens.ClickSaveFile.Savethefiletoasuitablelocationonyourharddrive.
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4. NavigatetothelocationwhereyouhavedownloadedtheBIPublisherDesktop.exefileanddoubleclicktheexecutablefiletobegintheinstallation.
5. a.AftertheInstallShieldwizardstarts,followtheonscreeninstructionstocompletetheinstallation.
b.ClickFinish.
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PrintPreview
CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWordThistutorialcontainsthefollowingsections:
PurposeTimetoCompleteOverviewPrerequisitesSoftwareRequirements
6. IfTemplateBuilderisinstalledcorrectly,youwillseetheBIPublisherribboninWord2007:
Note:IfyouareusingMicrosoftWord2007youmayneedtomodifyyourAddInsettings:Todoso,clicktheOfficebutton,clickWordOptions,andthenclickAddIns.
ExploringtheTemplateBuilderUserInterface
Inthistopic,youwillreviewTemplateBuilderUIcomponents.YouwillopentheexistingBalanceletter.rtffile.
(ThisfileismadeavailabletoyouintheMyTemplatesandFileszipfile,aswellasinSampleafteryouinstalltheTemplateBuilder.)
1. TheBIPublisherribbonhasthefollowingoptions:
Online
YoucanlogintoBIPublisherfromhere.Afteryoulogin,youcanusetheOpenbuttontoopenareporttheBIPublishercatalog.
LoadData
ThisgroupofcommandsenablesyoutoloadasavedsampledatafileorsampleschematoTemplateBuilder.YoumustloaddatatousemostoftheTemplateBuilderfunctionality.TheSampleXMLbuttonallowsyoutoloadasampleXMLfilethatcontainsallthefieldsthatyouwanttoinsertintoyourtemplateasadatasource.youarenotconnectedtotheBIPublisherserver,usethismethodtoloadyourdata.
Insert
ThisgroupenablesyoutoinsertthefollowingelementsintoyourRTFtemplate.
TableWizard:Thisfunctionprovidesawizardthatguidesyouthroughthecreationoftablesusedintypicalreports.
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5/10/2015 CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWord
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InstallingTemplateBuilderandExploringtheTemplateBuilderUserInterfaceBuildinganRTFTemplateinOfflineModeBuildinganRTFTemplateinOnlineModeWorkingwithaPivotTableinanExistingRTFTemplateUsingTemplateBuilderUtilities:FieldBrowser,ValidateTemplate,andCheckAccessibilitySettingConfigurationOptionsforTemplateBuilderSummaryResources
ViewingScreenshots
Clickicontohideall
screenshots
Note:Alternatively,youcanclickanindividualicon(orimage)associatedwitheachsteptoview(orhide)thescreenshotassociatedwiththatstep.
PivotTable:Usingthisyoucandraganddropdataelementsintoapivottable.
Chart:BIPublisherdoesnotrecognizenativeMicrosoftWordcharts.TheInsertChartfunctionallowsyoutoinsertachartthatisunderstoodbyOracleBIPublisher.
ab|Field:Thisfunctionallowsyoutoselectfieldsfromyourdatasourceandinsertthemintoyourtemplate
Table/Form:Usethisfunctiontoinsertdatafieldstobeorganizedasasimpleornestedtableorasaformthatisrepeatedwithdifferentdata.Youmayevenorganizeallthedatafieldsforthewholedocumentbeforeinsertingthem.
RepeatingGroup:Usethistoselectordefineagroupofelementstoberepeatedforeachoccurrenceofanelementinthedata.
ConditionalFormat:Thisenablesyoutodefinesimpleconditionalformatstoapplytotablerowsorcells.
ConditionalRegion:Thisenablesyoutoinsertaconditionalstatementaroundaregionofthetemplate.Aconditionalregionisanareathatissurroundedbyaconditionalstatement.Ifthestatementteststrue,theareaisdisplayedinthereportiftheconditiontestsfalse,theareaissuppressedfromthereport.
AllFields:ThisfunctioninsertsallfieldsfoundintheXMLdataintoyourdocument.Itwillalsoinsertprocessinginstructionsintoyourdocumentthatwillrepeatasection,suchasatablerowwhentheassociatedXMLelementisrepeated.Whenyouareworkingonadeeplynestedhierarchyofelements,itisbettertoinsertelementsseparately,insteadofinsertingallfields.
Preview
ThisenablesyoutopreviewyourRTFtemplatewithsampleXMLdata.ThepreviewmenuoffersyouPDF,HTML,RTF,PowerPoint,Excel(MHTMLformat),andEXCEL2000asoutputformats.Whenyouselectanyoftheseoutputformats,TemplateBuilderwillmergethedataintoyourtemplateandcreatetheoutputdocument.
Tools
Thisgrouphasthefollowingadvancededitingtoolsforthetemplates:FieldBrowser:ThisisforadvanceduserstoreviewandeditBIPublishercommandsinsertedintheformfields.Itshowsthecommandsbehindeachformfieldandallowsyoutoeditthem.UsethistooltocorrectflawedRTFtemplatesortoupdatemultiplefieldsefficiently.ValidateTemplate:ThevalidationfunctionchecksthetemplateforincorrectuseofBIPublishercommandsandunsupportedelementsintheWordfile.CheckAccessibility:Runthistooltocheckfortheaccessibilityfeaturesinthetemplate.Translation:ExtractText:ThiscommandenablesyoutocreateastandardXLIFFtranslationfilecontainingtheboilerplatetextfromyourtemplate.XLIFFisastandardfileformatthatisunderstoodbymanytranslationsoftwarepackages.BecauseanXLIFFisanXMLfile,youcantranslatethetextinatexteditor.PreviewTranslation:ThiscommandenablesyoutopreviewyourtemplateasaPDFfileusingaspecifiedXLIFFtranslationfile.Thisfunctionalityenablesyoutotesttranslationfiles.LocalizeTemplate:ThiscommandappliesatranslationfiletoanRTFtemplate.ThismeansthatinyourcurrentRTFtemplateallboilerplatetextistranslated.Themainfunctionofthisfeatureistocreatealanguagespecificversionofatemplate.ExportXSLFOStylesheet:ThisfunctionallowsyouconverttheRTFtemplateintoanenhancedXSLFOstylesheet.ThisfunctioncanbeusedtogenerateXSLFOfordebuggingorfurthercustomization.FOFormattedXML:ThisfunctionallowsyoutoapplytheXSLFOstylesheetgeneratedfromtheWorddocumenttothesampledataandsavetheintermediateFOformat.Thisfunctionismainlyfordebugging.PDFThisfunctionconvertstheWorddocumenttoPDF.
Options
ThisgroupallowsyoutochangethefollowingoptionsthatinfluencethelookandfeelofTemplateBuilder:DisplayModePreviewBuild
Youwilluseallthesefunctionsinthecomingsections.
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5/10/2015 CreatingRTFTemplatesbyUsingBIPublisher11gTemplateBuilderforWord
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BuildinganRTFTemplateinOfflineModeRichTextFormat(RTF)isaspecificationusedbycommonwordprocessingapplications,suchasMicrosoftWord.WhenyousaveatemplateinTemplateBuilder,thefiletypeshouldbeRTF.YoucanbuildanduploadyourtemplateviaadirectconnectionwiththeBIPublisherServer,calledOnlinemode,oryoucanbuildanduploadyourtemplateinadisconnectedmode,andiscalledOfflinemode.
Note:Toworkindisconnectedmode,youmusthaveasampledatafileavailableinyourlocalworkenvironment.Inthisexample,thesampledatafileisBalance.XML.
1. a.SelectStart>Programs>OracleBIPDesktop>Samples>RTFTemplates.
b.OpentheBalanceLetterfolderandloadthefileBalanceLetterStart.rtf.Thisisasampletemplatefile.
2. TheRTFtemplatefileopensinMSWord.
3. Tobuildareportandviewthereportwithdata,youmustloadsampleXMLdata.WhenworkingindisconnectedorOfflinemode,youmusthavesampledatastoredlocally.
a.ClickSampleXMLintheLoadDatagroup.
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b.SelecttheBalance.xmlsampledatafilelocatedunderyourlocaldrive(C):\ProgramFiles\Oracle\BIPublisher\BIPublisherDesktop\samples\RTFtemplates\BalanceLetter.ClickOpen.
Youwillseeaconfirmationmessagethatthedataisloadedsuccessfully.
4. a.NowinsertthevariousfieldsintheBalanceLetterbyreplacingtheplaceholders.Selecttheplaceholder,andclickab|Field,intheInsertgroup.
b.IntheFielddialogbox,selecttheCustomerNamefieldandclickInsert.
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5. TheCustomer_NamefieldappearsintheBalanceLetter.ClickthespacefollowingtheCUSTOMER_NAMEandpressEnter.Thisaddsalinebreak.
6. Repeatthisprocess,addingAddressLine1.Also,addCity,State,andZip,eachofthemseparatedbyacommaandspace.Thelettershouldlooklikethis:
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7. a.Insertthefollowingfieldsintotheletter,intheappropriateplaceholders:
As_Of_DateTrxCurrencyCodeCInvOpenBalance.
NotethatyoumayhavetoscrollintheFielddialogboxtolocatethesefields.
b.ClosetheFieldDialogbox.
8. IncludethetableofinvoicesbyusingtheTableWizard.TheTableWizardallowsyoutoaddtables,forms,charts,andotherobjects.
a.Selecttheplaceholderintheformletter.ClickTableWizardinthegroup.
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TheTableWizardopens.
b.Acceptthedefault(Table)andclickNext.
9. TheTableWizardintuitivelyselectsthecorrectdatasetforyou.Inthisexample,itis/ARXCOBLX/G_CUSTOMER/G_CURRENCY/G_INVOICES.AcceptthedefaultandclickNext.
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Youcanchangethis,however,byclickingthedropdownlist.
10. a.Selectthefollowingcolumns:
TrxNumberTransactionDateTransAmountTransAmount(Second"TransAmount"isTransAmountRemaining)
Usetheshuttleicons tomoveitemstotheselectedcolumnoneatatimeorusethedoubleheadedshuttleiconstomoveallcolumnsatonce.
Usetheresequenceicons tomovethecolumnsupanddown.
b.ClickNext.
11. Youcangroupyourdata.YouusetheBreakoptiontoinserteitherapagebreakorsectionbreakaftereachoccurrenceofagroup.Inthisexampleyouwillnotselectanyoptions.ClickNext.
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12. a.Selectasortsequenceandindicatethetypeofdatathatisbeingsorted.SelectTransactionDate,indicatethatthisfieldisanumber,andsortthecolumnindescendingorder.
b.ClickFinish.
13. Thetableopensinthetemplate.ObservethecodesF(for"Grouping")andE(for"Each")inthetable.
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14. PreviewthistemplateinPDFformat.InthePreviewgroup,clickPDF.
ThereportisdisplayedwiththeXMLfiledatathatyouloadedearlier.
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15. YoucanviewtheWordpropertiesofanytablefieldthatyouhaveaddedtoyourtemplate.DoubleclickTRANS_AMOUNTinthetable.
TheBIPublisherPropertiesdialogboxisdisplayed.
ClicktheWordPropertiesbuttontoedittheinsertedfields.
16. a.IntheTextFormFieldOptionsdialogbox,selectNumberfromtheTypedropdownlist.
b.Setthedefaultnumberandnumberformat.Enter$1,000.00intheDefaultnumbertextboxandselect$#,##0.00fromtheNumberformatdropdownlist.
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c.ClickOK.Thetemplateisdisplayedwiththeappliedformatting.
d.RightjustifythisTransAmountfieldbyusingMSWordParagraphmenu.
17. Youcanformattheotherfieldsasperyourrequirement.However,becausethedateisatextfieldinthisexample,youwillnotbeabletoformatit.
YoucanalsoformatthecolumnnamesofthetabletoameaningfuldisplayusingtheMSWordmenu.ChangethecolumnnamesasgivenbelowandthenkeeptheformattingasBold.
TrxNumbertoInvoiceNumberTransactionDatetoDateTransAmounttoTransactionAmountTransAmountRemainingtoTransactionAmountRemaining
18. SavethetemplateasMyBalanceLetterintheLearnfolderonyourlocaldrive.
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19. Whenyoupreviewthistemplate,thereportisdisplayedwiththeappliedformatting.
20. Closethepreviewandthetemplatefile.
21. LogintoBIPublisherEnterpriseEdition.
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22. OntheCatalogpage,navigatetotheBalanceLetterreportandclickEdit.ThisBalanceLetterreportispartoftheSamplesfiles.
23. TheReportEditoropens.ClickAddNewLayout.
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24. ClickUpload.
25. a.EnterBalanceLetterasthelayoutname.
b.ClickBrowse.NavigatetoandselectMyBalanceLetter.rtffromtheLearnfolder,andclickOpen.
c.SelectRTFTemplateasthetypeandEnglish(UnitedStates)asthelocale.
.
d.ClickUpload.
26. Theuploadedlayoutisdisplayedinthelayouteditor.ClickSave.
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27. ClickViewReport.
Inthedisplayedreport,clicktheBalanceReporttab.ThereportbasedonthetemplatethatyouhavedesignedinTemplateBuilderisdisplayed.
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ThisconcludesthetopiconcreatingaRTFtemplateusingTemplateBuilderinOfflinemode.
BuildinganRTFTemplateinOnlineModeThistopicdemonstrateshowtodesignanRTFtemplatewhileloggedintoBIPublisher.YouwilllogintoBIPublisherthroughTemplateBuilder,defineanRTFtemplate,addatablewitharunningtotal,addgroupingandsorting,addapagebreak,addachart,previewdatainthereportbyusingthetemplate,uploadtheRTFtemplatetoBIPublisherEnterpriseServer,andviewthereportonBIPublisherEnterpriseServer.
1. a.Openanewblankworddocument.
b.LogintoBIPublisherbyclickingLogOnintheOnlinegroup.
c.EntertheReportServerURLastheBIPublisherServerinstalledonyourmachine.Forexample,http://:/xmlpserver
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d.ClickLogin.
2. TheOpenTemplatedialogboxopens.SelecttheSalaryReportsNoParametersreport.(Navigateto\SharedFolders\SampleLite\PublishedReporting\Reports\)
3. Whenthereportopens,youwillnotseeanydataintheblankMSWorddocument.However,XMLdatadefinitionsareloadedfromthereporttofacilitatethedefinitionofatemplate.NoticethatthereportnameappearsinthetitlebarofMSWordbesidethedocumentname.
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4. Nowstartbuildingthetemplate.
Insertawordtablewithtworows.Insertthechartinthefirstrow,followedbythetableinthesecond.
5. Nowyouwilladdachartforthistemplate.Positionyourcursorinthefirstrowofthewordtable.IntheInsertgroup,clickChart.
6. TheChartwindowopens.SelectRowintheDatapane.
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7. a.DragAnnualSalarytoValuesintheLayoutpane.b.DragDepartmentNametotheLabelstextbox.
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8. IntheLayoutpane,selectthefollowinginformation:
Step Attribute Values
a. Type BarGraphVertical
b. Style Earth
c. Aggregation Average
f. Title:Title AverageAnnualSalarybyDepartment
TheChartwizardshouldlooklikethis:
ClickOK.
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9. Thechartappearsinthetemplate.
10. NowusetheTablewizardtoinsertthetableinyourtemplate.Youdidthisintheprevioustopic,butinOfflinemode.TakeyourcursertothenextrowoftheMSWordtable,andtheninsertthetable.
a.SelectDepartmentName,Manager,Name,JobTitle,AnnualSalary,andFedWithheld(inthatorder).Yourselectionsshouldbelistedintherightpaneofthewizardpage.
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b.ClickNext.
11. IntheHowwouldyouliketogroupyourreport?section,selectthefollowingoptions:
GroupByDepartmentNameGroupAboveBreakSectionThenByManagerGroupLeft
RecallthatwhileworkingonthetableintheOfflinemode,youdidnotchooseoptionsforgrouping.ThisexampleusessectionbreaksinthereportwithDepartmentNameasthegroupandhasasecondgroupingbyManagers.
ClickNext.
12. SortbyAnnualSalaryintheWhichfieldswouldyouliketousetosortthedata?section.ClickFinish.
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13. Thistableappearsinthedocument,belowthechart.RightjustifythecellforANNUAL_SALARY.
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14. SavethefileasManagerFinancialsReport.rtfinyourLearnfolder.
15. SelectthePDFpreviewoptionfromthePreviewgroup.ThePDFisdisplayed.ObservethatbecauseyouusedtheGroupaboveoptionwhileinsertingthetable,adepartmentnameappearsaboveeachtable.
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16. ClosethePDF.
17. Now,uploadthetemplatetotheBIPublisherServer.
ClickUploadTemplateAsintheOnlinegroup.
18. Uploadasnewdialogboxopens.EnterManagerFinancialsReportastheTemplateName.
19. Aconfirmationmessageisdisplayed.ClickOK.
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20. NavigatetotheSalaryReportNoParametersreportintheBIPublisherEnterpriseServerandclick
21. Theuploadedlayoutisdisplayedinthelayouteditor.SaveandthenclickViewReport.
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22. Inthedisplayedreport,clicktheManagerFinancialsReporttab.ThereportbasedonthetemplateyouhavedesignedinTemplateBuilderisdisplayed.
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Thisconcludes"BuildinganRTFTemplateinOnlineMode"topic.
WorkingwithaPivotTableinanExistingRTFTemplateThistopiccoversaddingapivottabletoanexistingRTFtemplate.YouwillopenanexistingRTFtemplatetopreviewachart,andaddapivottabletothetemplate.TheRTFtemplateRetailSales.rtfisstoredintheMyTemplatesandFileszipfile.
1. OpentheRetailSales.rtffileinMSWord.Thefilelookslikethis:
2. IntheBIPublisherribbon,clickSampleXMLintheLoadDatagroup.
3. NavigatetoandselectRetailSales.xml(locatedinthesamefolderastheRetailSalesRTFtemplate),andclickOpen.Thisfilecontainsretailsalesdatafromdifferentindustries.
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4. ClickOKinthemessagedialogbox.Thedataisloaded.
5. ClickEntertwicetoenteralinebreakafterthePIEChart.
6. ClickPivotTableintheInsertgroup.ThePivotTabledialogboxopens.
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YoudragdatacolumnsfromtheDatapanetotheblankLayoutpanetobuildapivottable.
7.a.DragYeartoColumn
b.DragMonthtoColumn
c.DragIndustrytoRow
d.DragSalestothePleasedropdataherearea.
8. a.SelectSalesintherow.
b.SelectthecelltotherightofFormatinthePropertiespanetoselectSUM.
c.Select#,##0inthepropertiesdropdownlist.
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d.ClickOK.
9. Thepivottableappearsinthetemplate.
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10. Savethetemplate,andthenclickPDFinthePreviewgrouptoviewyourpivottable.
Thisconcludesthe"WorkingwithaPivotTableinanExistingRTFTemplate"topic.
UsingTemplateBuilderUtilities:FieldBrowser,ValidateTemplate,andCheckAccessibilityThistopicwilldemonstratehowtousetheFieldBrowser,CheckAccessibility,andValidateTemplateutilitiesavailableinTemplateBuilder.YouwillusetheRetailSales.rtffile,whichismadeavailabletoyouatMyTemplatesandFileszipfile.
UsingValidateTemplate
1.a.OpentheRTFfileRetailSales.rtf.
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b.IntheBIPublishertab,intheToolsgroup,clickValidateTemplate.
2.Iftherearenovalidationerrors,NoErrorfoundisreturned.
Ifanerrorisfound,theerrorwillbedisplayed.
Note:YoucanalsouseFieldBrowsertohelplocatetheerror.
UsingFieldBrowser
TheFieldBrowserutilityprovidesafastwaytoreviewandupdatetheBIPublisherinstructionshiddenintheMicrosoftWordformfields.Thisisparticularlyusefulforunderstandingandmodifyingexistingtemplates.
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1. IntheBIPublishertab,intheToolsgroup,clickFieldBrowsertoopentheFieldBrowserdialogbox.
2. TheFieldBrowserdialogboxshowsthedefaulttextoftheformfieldintheTextcolumn,andtheinstructions(fromthehelpandstatustextoftheformfield)intheCodecolumn.
Note:
Whenyouselectaspecificrowinthedialogbox,thematchingformfieldwillbeselectedintheMicrosoftWorddocument.IfyouselectsomepartofthetextbeforeopeningtheFieldBrowser,thedialogshowsonlythefieldsinyourselection.Ifnotextisselected,FieldBrowserwillshowallfieldsinthedocument.Thisscreenshotshowsall
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thefields,becausenospecificformfieldwasselectedbeforeopeningFieldBrowser.
3. YoucanupdateprocessinginstructionsdirectlyfromtheFieldBrowserdialogbox.
a.SelectINDUSTRYintheTextcolumn..
TheEditfieldshowstheprocessinginstructions.
b.ChangeallbutthefirstofthecapitallettersofthewordINDUSTRYtolowercase.Inotherwords,changeINDUSTRYtoIndustry.
c.SelectUpdate.
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Observethatthecodeischangedasperyouredit.
Note:RecallfromtheprevioustopicthatyoucanuseFieldBrowsertofindoutvalidationerrorsinthetemplate.UsetheFindoptionintheFieldBrowsertosearchfortheerrors.
UsingCheckAccessibility
TemplateBuilderprovidesanaccessibilitycheckertocheckthetemplateforfeaturestoenhancetheaccessibilityofthereportforreportconsumerswhomayneedassistingtechnologiestoviewthereport.Formoreinformationaboutdevelopingaccessiblereports,see"DesigningAccessibleReports"intheOracleFusionMiddlewareReportDesigner'sGuideforOracleBusinessIntelligencePublisher.
1. IntheBIPublishertab,intheToolsgroup,clickCheckAccessibility.
2. Thetoolgeneratesareportindicatingareasofyourtemplatethatdonotincludetheaccessibilityfeatures.
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Thistemplatedoesnothaveaccessibilitycompatibilityforarowheaderofatable.
Formoreinformationaboutdevelopingaccessiblereports,seeDesigningAccessibleReports"intheOracleFusionMiddlewareReportDesigner'sGuideforOracleBusinessIntelligencePublisher.
SettingConfigurationOptionsforTemplateBuilderInthistopic,youwillseehowtosetthevariousUIoptionsandconfigurationoptionsforTemplateBuilder.Theimportantsettingscoveredare:
TheUIOptionstaballowsyoutochangesomeoptionsthatinfluencethelookandfeelofTemplateBuilder.ThePreviewOptionstaballowsyoutospecifyoptionsthatinfluencethePreviewfunctionalityofTemplateBuilder.TheBuildOptionstaballowsyoutospecifyoptionsthatinfluencehowTemplateBuildergeneratestablesandforms.
SettingUIOptionsThetreeviewshowingthedatasourcecanshoweitherthecorrectXMLtagnamesofthedatasourceoraslightlymodifiedversionthatiseasiertoread.
SelecttheElementNamesforReportsXMLoptiontoshowthemodifiedlabels.Theselabelscontainnocharacters,usetitlecasecapitalizationandusespacesinsteadofunderscores.
SettingPreviewOptionsThePreviewtaballowsyoutospecifyoptionsthatinfluencethePreviewfunctionalityofTemplateBuilder.
Thevariousoptionsthatyoucansetusingthisdialogare:
StyleTemplateLocaleJavaHomeJavaOption
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StyleTemplate
IfyouhaveaBIPublisherstyletemplateavailablelocallyyoucanspecifyithere.ThestyleinformationinthestyletemplateisappliedtoRTFlayoutsatruntimetoachieveaconsistentlookandfeelforyourenterprisereports.Inthisexamplenostyletemplateisdefined.
Formoreinformation,see"CreatingandImplementingStyleTemplates"intheOracleFusionMiddlewareReportDesigner'sGuideforOracleBusinessIntelligencePublisher.
Locale
Youcanchoosethelanguageandterritoryusedforpreviewingyourtemplate.Whilethischangewillnotautomaticallytranslateanyfiles,itisimportanttosetthecorrectlocaleforthepreviewtousethecorrectdirectionofthetext(lefttorightorrighttoleft),andtocorrectlysetlocalespecificdate,number,andcurrencyformats.InthisexampletheLocaleissettoEnglishUnitedStates[enUS]
JavaHome
ThePreview(andexportfunctionality)requiresJavacode.YoucanchangethepathtoyourJAVAHOMEdirectory.Ifthisoptionisnotspecified,TemplateBuilderassumesthattheJavavirtualmachine(java.exe)isaccessibleinthePATHspecifiedinyourenvironmentvariablesofWindows.InthisexampleitissetasC:\ProgramFiles\Java\jre6
JavaOption
SpecifythememorytoreserveforTemplateBuildertoprocessthetemplate.ThedefaultvalueisXmx256M.Theexampleshowsthesame.
SettingBuildOptions
UsetheBuildtabtospecifyoptionsthatinfluencehowTemplateBuildergeneratestablesandforms.
ThevariousBuildoptionsthatyoucansethereare:
ForeachformfieldFormfieldsizeTableHeaderColor
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Foreachformfield
UsethistochoosehowtheTemplateBuildercreatestheformfieldsforprocessinginstructionsintheInsertTable/Formdialogbox.TheDescriptiveoption(forexample:foreachInvoice)rendersadescriptiveformfieldfortheprocessinginstructions.Thisoptionmakesthelayouttemplateeasiertounderstand.However,thelongerfieldsmaydistractfromthevisuallayoutofthetemplate.TheAbbreviatedoption(forexample:F)providesaoneletterabbreviationforeachinstruction.
SelecttheHiddenoptiontogeneratetheprocessinginstructionformfieldsusingMicrosoftWord'shiddenfonteffect.Hiddentextishiddenintheprintpreview.YoucandisplayorhidethehiddentextbyselectingordeselectingtheHiddentextoptionintheDisplayoptionsofMicrosoftWordOptions.
Formfieldsize
TheLargeoptioninsertstheBIPublishercodeinadocumentvariable.Thedocumentvariablefieldcanaccommodateapproximately48kilobytesofcodeline.
Notethatthissettingaffectsonlyfieldsthatarecreatedoreditedwhilethisoptionisset.
TableHeaderColor
WhenyouinsertatablebyusingtheTableWizardortheInsertTable/Formdialogbox,theTemplateBuilderappliesthetableheadercolorspecifiedheretothetableheaderbackground.Usethisfeaturetocustomizethedefaultcolorforyourtemplates.
GenerateXSLT2.0compliantcode
BIPublisherusestheXSLTprocessorprovidedbyOracleXDK11.1.0.7.0,whichsupportstheW3CXSLTransformations1.0recommendation.TheprocessoralsoimplementsthecurrentworkingdraftsoftheXSLTandXPath2.0standards.FormoreinformationaboutOracleXDKseeOracleXMLDeveloper'sKitProgrammer'sGuide11g.
Bydefault,BIPublisheriscompatiblewithXSLT1.0.IfyouwishtouseXSLTandXPath2.0featuresinyourtemplateenablethisoption.Thisconfigurationisperformedatthetemplatelevel.Thetemplatelevelsettingwilloverridetheserversetting.
Thisconcludesthe"SettingConfigurationOptionsforTemplateBuilder"topic.
SummaryInthistutorial,youhavelearnedhowto:
InstallTemplateBuildersuccessfullyCreateanRTFtemplateintheOfflinemodeCreateanRTFtemplateintheOnlinemodeCreateachartandapivottableinanexistingtemplateConfigureTemplateBuildersettings
Resources
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OraclebyExampleBusinessIntelligenceEnterpriseEditionOracleLearningLibraryHome
CreditsLeadCurriculumDeveloper:SindhuRaoOtherContributors:KasturiShekhar,MikeDonohue,PradeepSharma,andDanielMilne
Copyright2011,Oracleand/oritsaffiliates.Allrightsreserved
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