Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher

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Preface

Introduction

Introduction

Overview of the Oracle Business Intelligence Publisher Report Designer's Guide

New Features for Oracle Business Intelligence Publisher 11g Release 1 (11.1.1)

Creating Reports and Layouts

Creating or Editing a Report

About Report Components

Process Overview

Launching the Report Editor

Selecting the Data Model

About the Report Editor Interface

Adding Layouts to the Report Definition

Configuring Layouts

Configuring Parameter Settings for the Report

Configuring Report Properties

Creating BI Publisher Layout Templates

Introduction

Launching the Layout Editor

About the Layout Editor Interface

The Page Layout Tab

Inserting Layout Components

About Layout Grids

About Repeating Sections

Setting Predefined or Custom Formulas

Saving a Layout

Creating RTF Templates

What Is an RTF Template?

About XSLT Compatibility

Getting Started

Prerequisites

About Adding BI Publisher Code

Key Concepts

Associating the XML Data to the Template Layout

Designing the Template Layout

Adding Markup to the Template Layout

Creating Placeholders

Defining Groups

Defining Headers and Footers

Native Support

Inserting Images and Charts

Images

Chart Support

Drawing, Shape, and Clip Art Support

Supported Native Formatting Features

General Features

Alignment

Tables

Date Fields

Multicolumn Page Support

Background and Watermark Support

Template Features

Page Breaks

Initial Page Number

Last Page Only Content

End on Even or End on Odd Page

Hyperlinks

Table of Contents

Generating Bookmarks in PDF Output

Check Boxes

Drop Down Lists

Conditional Formatting

If Statements

If Statements in Boilerplate Text

If-then-Else Statements

Choose Statements

Column Formatting

Row Formatting

Cell Highlighting

Page-Level Calculations

Displaying Page Totals

Brought Forward/Carried Forward Totals

Running Totals

Data Handling

Sorting

Checking for Nulls

Regrouping the XML Data

Using Variables

Defining Parameters

Setting Properties

Advanced Report Layouts

Batch Reports

Handling No Data Found Conditions

Pivot Table Support

Dynamic Data Columns

Number, Date, and Currency Formatting

Calendar and Timezone Support

Using External Fonts

Custom Barcode Formatting

Controlling the Placement of Instructions Using the Context Commands

Guidelines for Designing RTF Templates for Microsoft PowerPoint Output

Creating RTF Templates Using the Template Builder for Word

Introduction

Getting Started

Accessing Data for Building Your Template

Inserting Components to the Template

Previewing a Template

Template Editing Tools

Uploading a Template to the BI Publisher Server

Using the Template Builder Translation Tools

Setting Options for the Template Builder

Setting Up a Configuration File

BI Publisher Menu Reference

Creating Excel Templates

Introduction

Concepts

Building a Simple Template

Formatting Dates

Defining BI Publisher Functions

Reporting Functions

Formatting Functions That Rely on Specific Data Attribute Values

Grouping Functions

Preprocessing the Data Using an XSL Transformation (XSLT) File

Using the Template Viewer to Debug a Template

Creating PDF Templates

Overview

Requirements

Designing the Template

Adding Markup to the Template

Creating a Placeholder

Defining Groups of Repeating Fields

Adding Page Numbers

Performing Calculations

Completed PDF Layout Example

Runtime Behavior

Creating a Layout from a Predefined PDF Form

Adding or Designating a Field for a Digital Signature

Creating Flash Templates

Introduction

Building a Flash Template

Uploading the Flash Template to the Report Definition

Setting Properties for PDF Output

For More Information

Creating eText Templates

Introduction

Structure of eText Templates

Constructing the Data Tables

Command Rows

Structure of the Data Rows

Setup Command Tables

Creating a Filler Block

Expressions, Control Structures, and Functions

Identifiers, Operators, and Literals

Setting Report Processing and Output Document Properties

Introduction

PDF Output Properties

PDF Security Properties

PDF Digital Signature Properties

RTF Output Properties

HTML Output Properties

FO Processing Properties

RTF Template Properties

PDF Template Properties

Flash Template Properties

CSV Output Properties

Excel 2007 Output Properties

All Outputs

Defining Font Mappings

Creating and Implementing Style Templates

Creating and Implementing Style Templates

Understanding Style Templates

Creating a Style Template RTF File

Uploading a Style Template File to the Catalog

Assigning a Style Template to a Report Layout

Updating a Style Template

Adding Translations to Your Style Template Definition

Creating and Implementing Sub Templates

Understanding Subtemplates

What is a Subtemplate

Supported Locations for Subtemplates

Designing a Subtemplate

Testing Subtemplates from the Desktop

Creating the Sub Template Object in the Catalog

Calling a Subtemplate from an External Source

Designing RTF Subtemplates

Understanding RTF Subtemplates

Process Overview for Creating and Implementing RTF Subtemplates

Creating an RTF Subtemplate File

Calling a Subtemplate from Your Main Template

When to Use RTF Subtemplates

Adding Translations to an RTF Subtemplate

Designing XSL Subtemplates

Understanding XSL Subtemplates

Process Overview for Creating and Implementing XSL Subtemplates

Creating an XSL Subtemplate File

Calling an XSL Subtemplate from Your Main Template

Creating the Sub Template Object in the Catalog

Example Uses of XSL Subtemplates

Translating Reports and Catalog Objects

Translation Support Overview and Concepts

Translation Support Overview

Working with Translation Files

What Is an XLIFF?

Structure of the XLIFF File

Locale Selection Logic

Translating Individual Templates

Overview

Types of Translations

Using the XLIFF Option

Using the Localized Template Option

Translating Catalog Objects, Data Models, and Templates

Overview

What Can Be Translated

Exporting the XLIFF File

Identifying and Updating the Object Tags

Importing the XLIFF File

Techniques for Handling Large Output Files

Techniques for Handling Large PDF Output Files

Reusing Static Content

Generating Zipped PDF Output

Implementing PDF Splitting for an RTF Template

Implementing PDF Splitting for a PDF Template

Extended Function Support in RTF Templates

Extended SQL and XSL Functions

XSL Equivalents

Using FO Elements

Designing Accessible Reports

Introduction

Avoiding Nested Tables or Separated Tables

Defining a Document Title

Defining Alternative Text for an Image

Defining a Table Summary

Defining a Table Column Header

Defining a Table Row Header

Sample Supported Tables

Supported XSL-FO Elements

Supported XSL-FO Elements

Index