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Creating a Master-Detail Layout Template in Microsoft Word


Creating a master-detail report follows the same process as creating a simple report. However, consider the following important points when creating master-detail reports:

  • Make sure that all child integration components in the integration object have the appropriate value in the Parent Integration Component property.
  • In the RTF template, make sure that the correct for-each-group and for-each:current-group elements are placed in the template, see Example of Comparing the Service Request Activity (All) Report with its Corresponding Layout Template.
  • When creating custom integration objects for Siebel Reports, make sure that the fields used for dynamic queries in the applet of the master component are also contained in the integration component. Dynamic queries are specific, customized queries that you create.

To create a master-detail layout template in Microsoft Word

  1. Open Microsoft Word, and create a new document.
  2. Using the Oracle BI Publisher Desktop menu, select Data, and then Load XML Data.
  3. Select the XML file containing the sample data, and then save the template in RTF format.
  4. Add the relevant titles, formatting, page header and footer, and so on to the document.
  5. Add the Master data section by doing the following:
    1. Insert a master data section manually, or by using the Insert menu option from the Oracle BI Publisher Desktop menu.
    2. Select the master data section, and add a for-each-group section:
      • Click Insert, Repeating Group, and then the Advanced tab.

        NOTE:  This process embeds the for loop within the table and does not replicate the location of the controls in the preconfigured examples.

      • Change the expression:

    <?for-each-group:ssServiceRequest;position()?>

    1. (Optional) If you want to view descriptive text for the inserted sections, click Tools, Options, Build, and then Descriptive.
  6. Add the Detail data section by doing the following:
    1. Select the detail data section.
    2. From the Oracle BI Publisher menu, click Insert, and then Repeating Group.
    3. Select the defaults, and then click OK.
  7. Insert a page break after the final detail section by doing the following:
    1. Select the Oracle BI Publisher properties of the entire group.
    2. Navigate to Create, Group, and then Properties.
    3. Select a page break option.
  8. Add the additional formatting features and conditions.

    For more information on adding features, see Example of Comparing the Service Request Activity (All) Report with its Corresponding Layout Template.

  9. After testing the report, register the report layout template in the usual manner.

    For information about registering report layout templates, see Registering Report Layout Templates.

Viewing Descriptive Text for Repeating Group Sections

When creating templates with repeating group sections, you might find it useful to view the descriptive text for the inserted sections. Descriptive text allows you to view the Oracle BI Publisher syntax.

To view the descriptive text for the repeating group sections

  1. Start Microsoft Word.
  2. From the Oracle BI Publisher application-level menu, click Options, Build, and then in the For-each form field box, select Descriptive.

For more information about master-detail reports, see About Master-Detail Reports and Example of Comparing the Service Request Activity (All) Report with its Corresponding Layout Template.

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