How to Create Oracle Fusion BI Publisher Report Using RTF Template
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This document provides steps to create an Oracle Fusion BI Publisher report using a Rich Text Format (RTF) template. It explains that RTF templates can be created using the BI Publisher Template Builder Microsoft Word add-in. The steps include: 1) opening an existing BI report and exporting the XML data file, 2) creating an RTF template in Word using the XML file, and 3) uploading the RTF template to replace an existing report layout. The template allows adding data fields, tables, and other formatting features to design the report layout.
How to Create Oracle Fusion BI Publisher Report Using RTF Template
- 1. How to Create Oracle Fusion BI Publisher Report Using RTF Template Rich Text Format (RTF) is a specification used by common word processing applications, one among them is Microsoft Word. The BI Publisher Template Builder for 32/64 bit is an Add-In to Microsoft Word that simplifies the development of RTF templates and creates flexibility to export a RTF report with much ease. When a user save a document one of the options that’s seen is RTF BI Publisher converts RTF documents to XSL-FO — this enables developers to create report layouts using multiple standard word processing applications. During the design stage, one can add data fields and other markup to user custom RTF template using BI Publisher’s simplified tags for XSL expressions. These simplified tags associate the XML report data to a report layout and includes other processing instructions while creating a report. BI Publisher also supports other advanced reporting features such as dynamic data columns, conditional formatting, running totals, and charts.
- 2. Advantages of Using RTF Template RTF templates also support much more complex formatting, and processing RTF template provides many functions that will increase your productivity. The Template Builder is tightly integrated with Microsoft Word and enables users to perform the following functions: · Insert data fields · Insert tables · Insert forms · Insert charts · Preview your template with sample XML data · Browse and update the content of form fields Prerequisites and Limitations: · Your report data model has to be created and run/executed successfully · Supported version of Microsoft Word and Microsoft Windows are to be installed on your client · The BI Publisher Template Builder must be downloaded and installed on your client computer
- 3. · The Template Builder can also be downloaded from the Get Started region of the Home page. Steps to Create BI Publisher Report Using RTF Template: The steps below provide an overview on how to create BI Publisher report using RTF Template. Step 1: Open the Existing BI report to extract XML data file Navigate to Catalog page, click on Open to view the existing BI Report. (Navigator > Tools > “Reports and Analytics”) Step 2: Generate a XML file Once the report is generated, export the XML file by selecting the option seen on the rightmost corner of the header, this will open a popup window with Export option. Click on “Data” option to download a XML file for this report. (Save this file) Note: This XML file will be used as a data source file in MS Word RTF template file.
- 4. Step 3: Create a RTF template using the XML file generated in above step Note: BI Publisher Add-Ins should be installed in MS Word in order to load the XML data and to create a rtf template. Open a Word Document and click on BI Publisher header tab. Click on ‘Sample XML” and browse for the downloaded xml file from step 2, once the download is completed, BI
- 5. publisher will prompt with a message “Data Loaded Successfully” Step 4: Select Table Wizard from the menu, Table will be selected by default. Click on Next to navigate to the next page and select a Data Set.
- 6. Step 5: Select the fields which you want to show up in the report by selecting each filed and clicking on “>” button or user can click on “>>” to pull all the fields at a time
- 7. Step 6: Once it is done click on Finish button to view the format. Align as required and save the template in Rich Text format. One can design the MS word by placing logs/titles or design as required. Save this file with .rtf extension. Note: F and E represent the start and end of the record which runs multiple times. Step 7: Upload RTF template to the existing layout by replacing an existing layout with a new layout To modify existing report, run the report — once the report is generated click on Edit Report from Action menu (refer Screenshot 1) Click on Delete link to delete the existing layout and then click on Add layout link to create a new layout (refer Screenshot 2) Screenshot 1
- 8. Screenshot 2 Step 8: Click on upload button to upload the RTF template File.
- 9. Step 9: Once it is uploaded, Template File is auto saved. Now click on “View Report” to view the rtf report. Click on the Export button from the Action list to export in the requirement format.