6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Creating RTF Templates by Using Template Builder

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Objectives After completing this lesson, you should be able to: Describe the functions and features of Template Builder Describe how to install Template Builder Create RTF templates for sample XML report data Create RTF templates by using Basic and Form Field methods Create and publish RTF templates for BI Publisher reports Insert tables, forms, charts, and other components into RTF templates Preview the results Create BI Publisher reports by using Template Builder Work with advanced RTF template techniques

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Introducing Template Builder Is an extension to MS Word (2003 or later) that simplifies RTF template creation for BI Publisher reports Enables you to perform the following tasks: –Insert data fields –Insert data-driven tables, forms, and charts –Preview your template with sample XML data –Browse and update the content of form fields –Extract boilerplate text into an XML Localization Interchange File Format (XLIFF) translation file and test translations

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Installing Template Builder Template Builder is installed from within BI Publisher.

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Template Builder Interface Template Builder consists of the BI Publisher menu bar, which has options and subordinate menus grouped into the following six menus: Online Load Data Insert Preview Tools Options

Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Online

Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Online Open Template Dialog Box

Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Load Data Use the Load Data menu to: Load Sample XML data Load an XML schema

Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Insert The Insert menu offers easy-to-use dialog boxes and wizards for inserting: Fields Charts Tables (via a wizard) Tables or forms Repeating groups Pivot tables Conditional formatting Conditional regions

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Preview and Tools Preview –PDF –HTML –RTF –PowerPoint –Excel (MHTML) –Excel2000 Tools –Field Browser –Validate Template –Translation –Export

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved BI Publisher Menus: Options

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Explaining the Relationship Between RTF and XML Sample Payables Invoice Register A sample XML file that is used as input to a Payables Invoice Register report template Data fields such as Invoice Number and Supplier— most fields repeat

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Creating an RTF Template from a Sample 1.Create an RTF template file from a sample. 2.Load the sample data. 3.Insert fields. 4.Preview the data. 5.Insert a table. 6.View the results.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 1: Creating an RTF Template from a Sample

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 2: Loading the Sample XML Data 1 2 3

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3: Inserting Fields Inserted form fields turn gray. 4 Right-click a field to open the shortcut menu.

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 4: Previewing Data From the Preview menu, select a format to view data. PDF RTF

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 5: Inserting a Table 1 2 3

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 5: Inserting a Table Reorder Buttons 4 Shuttle Buttons 5

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 5: Inserting a Table 7 6 A completed table

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 6: Viewing the Results The resulting table should look like the following:

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Changing Field Properties

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Previewing the Table Data

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practices 6-1: Overview These practices cover the following: Building an RTF template from a sample file in disconnected mode Adding a table of data by using Table Wizard Loading XML sample data for the template Previewing the report Changing field properties Saving the report

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding a Chart to an RTF Template 1.Insert a chart. 2.Define the chart. 3.Preview the chart.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 1: Inserting a Chart

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 2: Defining a Chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3: Previewing the Chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Examining Pivot Table Support in Template Builder Properties Pane Preview

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Examining Pivot Table Support in Template Builder: Results A completed pivot table template A pivot table previewed as PDF output

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practice 6-2: Overview This practice covers the following: Inserting a chart into the RTF template Defining the chart in the RTF template Previewing the chart Adding a pivot table to the RTF template Previewing the pivot table

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Designing an RTF Template for a BI Publisher Report 1.Log in to BI Publisher in MS Word. 2.Open the BI Publisher report (to load the XML data). 3.Define an RTF template: a.Add a table. b.Add a chart. 4.Preview the data in the report by using the template. 5.Upload the RTF template to BI Publisher Enterprise Server, and view the data.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 1: Logging In to BI Publisher

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 2: Opening the BI Publisher Report

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3a: Defining the RTF Template: Add a Table 1 2

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3a: Defining the RTF Template: Add a Table 3 4

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3a: Defining the RTF Template: Add a Table 5 A completed table

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 3b: Defining the RTF Template: Add a Chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 4: Previewing the Data by Using the Template

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Step 5: Uploading the Template and Viewing Data

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Supported MS Word Native Formatting Features Alignment Fonts, background, text colors Table formats Clip art and images Headers, footers, and watermarks Date fields

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Creating a BI Publisher Report by Using Template Builder

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Describing the Methods for Creating RTF Templates BI Publisher supports the following two methods to add code: Basic RTF Form Field

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Basic Method: Example

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example—Form Fields in RTF Templates Form fields are Word objects that enable you to refer to other data. BI Publisher uses form fields to: –Reference data fields from the report definition –Embed instructions that control how data fields are laid out in the table

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example— Insert a Field 1 Insert Field Button

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example— Insert a Table 1 2 The Form format looks different than the Table format.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example— Insert a Table 1 2

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example— Completed Template The completed template should look like the following:

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring the Form Field Method: Example— Previewing the Report

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Exploring Advanced RTF Template Techniques Data handling: –Grouping –Sorting Running totals Page design and layout: –Page and section breaks –Page numbers –Formatting dates –Formatting numbers Conditional formatting Page-level calculations Background and watermarks Graphing, drawing, shapes, and so on

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Performing Grouping in the Table Wizard Grouping at multiple levels Group above Group left

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Performing Sorting in the Table Wizard Sorting at multiple levels Sorted first by Application Name and then by Start Date

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Running Totals in the Table Wizard Select the numeric field. Click Running Total. Make your selections

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Page and Section Breaks in the Table Wizard

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practice 6-3: Overview This practice covers the following: Opening a BI Publisher report Adding a table to a BI Publisher report –Grouping –Sorting –Adding a running total –Adding a section break Adding a chart to a BI Publisher report Previewing the report data in Template Builder Uploading the RTF template to the BI Publisher Server Viewing the report in BI Publisher Enterprise Edition

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Page Numbers A sample template with default page numbering Select the page number style. An edited report

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Formatting Dates Select Date from the drop-down list and select a format. Click Word Properties.

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Formatting Numbers

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Applying Conditional Formats Select a data column… …set the condition… …and determine the format.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Applying Conditional Formats: Results The completed dialog box Conditional formatting applied to the PDF output The transaction amount reflects the conditional formatting by displaying a “C.”

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Creating a Conditional Region The completed dialog box A conditional region applied to the PDF output

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Page-Level Calculations The following types of page-level calculations are supported: –Page totals –Brought-forward or carried-forward totals –Running totals These features are performed by the PDF-formatting layer; therefore, they are not available for other outputs types, such as HTML, RTF, or Excel.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Page-Level Calculations PT = add-page- total for SALARY show-page-total with mask

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Brought-Forward and Carried-Forward Totals show-brought- forward with mask show-carry- forward with mask

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Backgrounds and Watermarks BI Publisher supports the following: Adding a color as background in MS Word Adding text or image watermarks (in MS Word 2002 or later) Watermark and background color added

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Drawings and Shapes The following AutoShape categories are supported: Lines–straight, arrows, connectors, curve, free-form, and scribble Connectors–only straight connectors Basic shapes–all shapes Block arrows–all arrows Flowchart–all objects Stars and banners–all objects Callouts–all callouts except “line” callouts Other supported graphic features: Freehand drawing Hyperlinks Layering MS equation Organization chart WordArt

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Summary In this lesson, you should have learned how to: Describe the functions and features of Template Builder Describe how to install Template Builder Create RTF templates for sample XML report data Create RTF templates by using Basic and Form Field methods Create and publish RTF templates for BI Publisher reports Insert tables, forms, charts, and other components into RTF templates Preview the results Create BI Publisher reports by using Template Builder Work with advanced RTF template techniques

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practices 6-4 and 6-5: Overview These practices cover the following: Opening a BI Publisher report in connected mode Creating an RTF template by using the form field method –Formatting a date –Formatting a number –Adding conditional formatting Previewing the report data in Template Builder Opening a predefined RTF template and loading XML data Reviewing page-level calculations (page totals and Brought forward and Carry Forward totals)

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz: Overview This quiz examines your knowledge of the concepts discussed in the lesson.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz You can work with the Template Builder online to connect to BI Publisher Server and generate templates for reports, or you can work with it offline to create templates based on sample XML data or files. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz You use the Insert menu to insert PDFs into your RTF template. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz You use the Options menu to perform a variety of tasks. Select all that apply. a.Change the Locale. b.Specify options that influence the Preview functionality of the Template Builder. c.Specify options that influence how the Template Builder generates tables and forms.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz You can load sample XML offline. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz Template Builder allows you to apply conditional formats to table data. a.True b.False

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