Oracle Corporation

Welcome to Oracle BI Publisher Desktop 11.1.1.6!

Introduction
The Template Builder is an extension to Microsoft Word that simplifies the development of RTF templates. While the Template Builder is not required to create RTF templates, it provides many functions that ill increase your productivity. The Template Builder is ti!htly inte!rated ith Microsoft Word and ena"les you to perform the follo in! functions# $nsert data fields into your RTF templates $nsert data driven ta"les and crossta"s $nsert data driven charts %revie and &alidate RTF templates ith sample 'M( data Bro se and update the content of form fields )xtract "oilerplate text into an '($FF translation file and test translations This help document assumes a "asic or*in! *no led!e of Oracle B$ %u"lisher. %lease refer to the Oracle Fusion Middleware Report Designers Guide for Oracle Business Intelligence Publisher for additional information. This Template Builder version is "ased on B$ %u"lisher ++.+.+., renderin! li"raries. $f the template "uilder is installed correctly, you ill see the B$ %u"lisher ri""on in Word -../#

$n older versions of Word you should see the Oracle B$ %u"lisher entry at the end of the menu "ar#

$f you are ne to Template Builder for Word, please s*ip the next sections and continue ith the Quick Tutorial.

What is new in ersion 11.1.1.!"

Template Builder ++.+.+.0 provides the follo in! ne features# 1ccessi"ility chec*er 2e chart properties# decimal di!it, data la"el position and font 2ative )'C)( -../ previe

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Template Builder for )'C)( for previe in! )'C)( Templates

What is new in ersion 11.1.1.#"

Template Builder ++.+.+.3 provides the follo in! ne features# (on! form field 456.78 for ++! templates and "ac* ards compati"ility mode %revie ith style templates $mproved ta"le !roup left that uses mer!ed cells instead of nested ta"les 9upport for !au!es in the chart i:ard Create reports "ased on a data model ;isplay of descriptive 'M( fields from the data model "usiness vie $nstallation of B$ %u"lisher des*top for users ithout administrative ri!hts '9(T -.. mode

What is new in ersion 1$.1.#.%"

Template Builder +..+.3.6 provides the follo in! ne features# Many ne chart properties in the chart i:ard includin! support for multiple measures %ivot ta"le enhancements includin! total options

What is new in ersion 1$.1.#.#"

Template Builder +..+.3.3 provides the follo in! ne features# Ri!ht<clic* menus for editin! form fields easily 1dditional chart types and su" types %revie for %o er%oint output

What is new in ersion 1$.1.#.&"

Template Builder +..+.3.- provides the follo in! ne features# $nte!ration ith and connectivity to Oracle B$ %u"lisher )nterprise +..+.3.2e crossta" functionality )nhanced chartin! dialo! supportin! multiple series

What is new in ersion !.6.&"

Template Builder 0.,.- provides the follo in! ne features# ;ra! = ;rop for the $nsert Field dialo! B$ %u"lisher 0.,.- compati"le &alidation Function to chec* templates for pro"lems. Builder for simple 'M( %u"lisher )nterprise reports 'M( 9chema files 4.xsd8 as data definition

What is new in ersion !.!"

Template Builder 0.0 provides the follo in! ne features#

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)xtract the template "oilerplate into an industry standard '($FF translation file %revie templates ith translation files 9ortin! and pa!e>section "rea*s for ta"les 'M( %u"lisher 0.0 compati"le

Quick Tutorial
This tutorial descri"es ho you ould typically create a simple layout template. ?ou ill create a letter that sho s the outstandin! "alance for a customer. This letter contains a ta"le of all unpaid or partially paid invoices.

Open Word 'ile

Often a template starts from an example document in the form of a re!ular Microsoft Word document. For this tutorial !o to (tart ) Pro*rams ) Oracle BIP Desktop ) (amples ) +T' Templates, open the Balance ,etter folder and load the file Balance ,etter (tart.rt-. This file represents a Word document that has not "een mar*ed up for use ith Oracle B$ %u"lisher.

,oad (ample ./, Data

From the Oracle BI Publisher 0 Data menu select ,oad ./, Data to load a sample 'M( document that contains the data fields that are returned "y the report data model. (oadin! the sample 'M( document ena"les the template "uilder to present the data fields to you hile desi!nin! the report. For this tutorial !o to the samples1+T' templates1Balance ,etter folder under your B$ %u"lisher installation directory and load the file Balance.2ml.

Insert 'orm 'ields

To select sin!le data fields, such as the customer name and address at the header of the letter, position the cursor in the Word document here you ant to insert the 1ddress. From the Oracle BI Publisher 0 Insert menu select 'ield3 to open the dialo! indo sho n "elo .

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9elect the field 4ustomer 5ame and clic* Insert to insert a form field for the customer name into the document. ?ou may also insert the remainin! address fields 4such as 6ddress ,ine1 to 6, 4it7, (tate and 8ip8. ?ou can also @ust dra! the Customer 2ame field from the dialo! and drop it into the Word document. ?ou can also select the fields, 6s o- Date, Tr2 4urrenc7 4ode and the 4 In9 Open Balance and insert them into the appropriate spaces in the document. 2ote# 1s a "e!inner, you should use Insert 'ields only for data fields that are unique 4not repeatin!8 in your document. Refer to the A$nsert Ta"leB section for additional information on ho to insert repetitive fields

Pre9iew Template
1fter addin! fields to the document, you may ant to test your template. Oracle B$ %u"lisher Template Builder allo s you to previe your template ith your sample 'M( data. ?ou can previe the output in 1do"e 1cro"at Reader 4%;F8, Microsoft Word file 4RTF8, Microsoft )'C)( 4)'C)(8 or a "ro ser 4CTM(8. From the Oracle BI Publisher 0 Pre9iew menu select :T/, to previe your template in a "ro ser. From the Oracle BI Publisher 0 Pre9iew menu select PD' to previe your document in 1cro"at Reader. ?ou must have 1do"e 1cro"at Reader version 0.. or hi!her installed to previe

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documents in %;F format. ?ou can do nload 1cro"at Reader for free at http#>> .ado"e.com>products>acro"at>readstep-.html. The previe should sho &ision Corporation instead of the field Customer 2ame.

Insert Table
?ou can "uild a ta"le or a repeatin! section "y insertin! the elements and then addin! additional form fields ith processin! instructions 4for<each8. To ma*e this process much simpler, the Template Builder offers an additional function that !enerates a ta"le for you.

The document should include a ta"le of all invoices that are not or only partially paid. On the Oracle BI Publisher 0 Insert menu select Table Wi;ard3 to open the Table<'orm Dialo*. The follo in! dialo! ill "e displayed#

9elect Ta"le and clic* 5e2t.

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This dialo! allo s you to select the dataset you ant to display in the ta"le. The 'M( document may have data from multiple queries !roup "y different criteria. 9elect the <...<=>I5 OI4?( as the data set for the ta"le and clic* 5e2t.

$n this dialo! you can select hich columns you ant to display in your ta"le. We only ant to sho the fields Tr2 5umber, Transaction Date, Trans 6mount, and Trans 6mount +emainin*. 9elect the field Tr2 5umber in the left pane and clic* the 0 "utton. Repeat for the remainin! fields, until your screen loo*s as sho n a"ove.

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The remainin! dialo! steps allo you to !roup and sort the data. This is not required for this tutorial so clic* the 'inish "utton to create the ta"le. The inserted ta"le should loo* li*e this# Tr2 5umber F TR'D2EMB)R Transaction Date TR1291CT$O2D;1T) Trans 6mount TR129D1MOE2T Trans 6mount +emainin* TR129D1MOE2TDR)M1$2$2F )

The Template Builder creates t o *inds of form fields# Form fields representin! data elements Form fields ith processin! instructions for repeatin! ta"le ro s or document sections

Form fields representin! data elements are replaced ith the data hen the template is processed. The F and ) form fields indicate a repeatin! section. The section of the document encapsulated "y these t o form fields is repeated, if the associated data element FD$2&O$C) is found repetitively in the data. %lease refer to the Oracle Fusion Middleware Report Designers Guide for Business Intelligence Publisher for additional information on form fields. ?ou can no format these elements in Microsoft Word and add additional text. ?ou can also move fields around as lon! as you *eep them in the surroundin! F and ) processin! instruction. $f you remove one of these processin! instructions your template may not or* anymore ith B$ %u"lisher. ?ou no can previe the template a!ain to revie your current template 4see a"ove8. ?ou pro"a"ly ould li*e to chan!e the ali!nment of the ta"le columns or chan!e the data type and format for the amounts. For example, select the TR129D1MOE2T field, ri!ht<clic* and select BI Publisher @0 Properties to see the Properties dialo!.

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?ou may select the 2um"er in the T7pe field, G,GG.... for 5umber -ormat and enter +... as the De-ault 5umber to achieve a more desira"le format for currencies in E9 ;ollar. We recommend not to use currency si!ns such as H in the format strin!, since it may lead to difficulties in supportin! multiple lan!ua!es ith a sin!le template. Formattin! options defined in this dialo! "ox are understood "y Oracle B$ %u"lisher and used to format your fields. ?ou can modify the template to !et an idea hich Word functions are supported "y B$ %u"lisher.

4reatin* 4harts
The data used for creatin! the open "alance letter is not ell suited to create a chart. Close the previous Word document and open a ne Word document. Then load the +etail(ales.2ml file in the samples1+T' templates1(ales +eport folder "y selectin! ,oad ./, Data from the Data menu. This data contains retail sales data for different industries. We ill create a chart that sho s the sales per industry. B$ %u"lisher does not support native Microsoft Word Charts. ?ou need to create charts usin! the Template Builder.

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On the Oracle BI Publisher 0 Insert menu select 4hart3 to open the 4hart Dialo*. The follo in! dialo! ill "e displayed#

On the left tree vie pane dra! Industr7 to the ,abels field, to see the data accumulated "y industry. Then dra! (ales to the alues field. 9elect a Pie 4hart as the T7pe and clic* the Pre9iew "utton to see ho the chart ill loo* ith the sample data. Then clic* OA to insert the chart into the RTF template.

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The Template Builder ill insert the placeholder ima!e sho n "elo si:e of the chart, you can @ust resi:e the placeholder ima!e.

for the chart. To chan!e the

From the Pre9iew menu select :T/, to previe your template in a "ro ser. From the Pre9iew menu select PD' to previe the output in 1cro"at Reader.

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The previe

ill sho the correct chart for the previe

data#

%lease refer to the the Oracle Fusion Middleware Report Designers Guide for Business Intelligence Publisher for additional information re!ardin! charts.

5e2t (teps
This concludes the quic* tutorial. Try to create your o n template no . Refer to the help file for additional information. ?ou should also consult the chapter ACreatin! an RTF TemplateB of the Oracle Fusion Middleware Report Designers Guide for Business Intelligence Publisher pac*a!ed ith the Template Builder. The Fuide is accessi"le from the (tart menu under# Pro*rams ) Oracle BI Publisher Desktop ) Template Builder -or Word ) BI Publisher BserCs =uide We hope you li*e the Template Builder and appreciate your feed"ac*. ?our Oracle B$ %u"lisher team

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