Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• System Requirements and Certification
• Conventions

New Features for Report Designers

• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.6)
• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.5)
• New Features for Oracle BI Publisher 11g Release 1 (11.1.1.3)

Part I Creating Reports and Layouts

1 Introduction to Designing Reports

• 1.1 Overview of the Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher
  • 1.1.1 Overview for Report Designers
    • 1.1.1.1 About the Layout Types
    • 1.1.1.2 About Setting Runtime Properties
    • 1.1.1.3 About Translations
    • 1.1.1.4 About Style Templates
    • 1.1.1.5 About Sub Templates

2 Creating and Editing Reports

• 2.1 About Report Components
• 2.2 Creating a Report: Process Overview
• 2.3 Creating a Report
  • 2.3.1 Choose Data Source
  • 2.3.2 Choose Guide or Create
  • 2.3.3 Select Columns
  • 2.3.4 Choose View Report or Customize Layout
• 2.4 Editing Reports
• 2.5 Adding Layouts to the Report Definition
  • 2.5.1 Adding a Layout Using the Layout Editor
  • 2.5.2 Adding a Layout by Uploading a Template File
  • 2.5.3 Adding a Layout by Generating a Template File
• 2.6 Configuring Layouts Using the List View
  • 2.6.1 Applying a Style Template to the Layout
  • 2.6.2 About the Layouts Toolbar
  • 2.6.3 Configuring the Layout Settings Using the List View
  • 2.6.4 Selecting Output Formats
  • 2.6.5 Editing a Layout
• 2.7 Configuring Parameter Settings for the Report
• 2.8 Configuring Report Properties
  • 2.8.1 Setting the General Properties
    • 2.8.1.1 Description
    • 2.8.1.2 Run Report Online
    • 2.8.1.3 Excel Analyzer Options
    • 2.8.1.4 Advanced Options
  • 2.8.2 Setting the Caching Properties
  • 2.8.3 Setting the Formatting Properties
  • 2.8.4 Configuring Font Mapping
  • 2.8.5 Configuring Currency Formats
• 2.9 Generating PDF/A and PDF/X Output
  • 2.9.1 Generating PDF/A Output
  • 2.9.2 Generating PDF/X Output

3 Creating BI Publisher Layout Templates

• 3.1 Overview of BI Publisher Layouts
  • 3.1.1 When to Use a BI Publisher Layout
  • 3.1.2 Prerequisites, Recommendations, and Limitations
• 3.2 Launching the Layout Editor
  • 3.2.1 When Creating a New Report
  • 3.2.2 When Editing a Report
  • 3.2.3 When Viewing a Report
  • 3.2.4 Selecting a Predefined Layout
    • 3.2.4.1 Adding Shared Templates for All Users
    • 3.2.4.2 Adding Personal Predefined Layouts
• 3.3 About the Layout Editor Interface
  • 3.3.1 About the Data Source Pane
  • 3.3.2 About the Components Pane
  • 3.3.3 About the Properties Pane
  • 3.3.4 About the Static Toolbar
  • 3.3.5 About the Tabbed Toolbar
    • 3.3.5.1 Selecting and Deleting Layout Objects
    • 3.3.5.2 About the Insert Tab
• 3.4 Page Layout Tab
  • 3.4.1 Paper Options
  • 3.4.2 Header/Footer Options
    • 3.4.2.1 Setting Properties for Headers and Footers
  • 3.4.3 View Options
  • 3.4.4 Display Unit
  • 3.4.5 Interactivity: Event Configuration
    • 3.4.5.1 Example of Filter Event Configuration
    • 3.4.5.2 Configuring Automatic Filtering
    • 3.4.5.3 Example: Show Selection Only
  • 3.4.6 Setting Page Margins
  • 3.4.7 Setting Maximum Connections for an Interactive Report
• 3.5 Inserting Layout Components
• 3.6 About Layout Grids
  • 3.6.1 Adding a Border or Background Color
  • 3.6.2 About the Insert Options
  • 3.6.3 About the Join and Unjoin Options
  • 3.6.4 Adding an Expand and Collapse Option
• 3.7 About Repeating Sections
  • 3.7.1 Setting Page Break Options for a Repeating Section
  • 3.7.2 How Repeating Sections Display in Interactive Mode
  • 3.7.3 Showing All Values in a Repeating Section
• 3.8 About Data Tables
  • 3.8.1 Inserting a Data Table
  • 3.8.2 Setting Alternating Row Colors
  • 3.8.3 About the Table Tab
    • 3.8.3.1 Setting the Rows to Display Option
    • 3.8.3.2 About Filters
    • 3.8.3.3 Setting Filters for a Table
    • 3.8.3.4 Managing Filters
    • 3.8.3.5 About Conditional Formats
    • 3.8.3.6 Applying Conditional Formats to a Table
    • 3.8.3.7 Managing Formats
    • 3.8.3.8 Controlling the Display of the Total Row
  • 3.8.4 About the Table Column Header Tab
    • 3.8.4.1 About Grouping
    • 3.8.4.2 Example: Group Left
    • 3.8.4.3 Applying Subtotals
    • 3.8.4.4 Example: Group Above
  • 3.8.5 About the Column Tab
    • 3.8.5.1 About the Data Formatting Options for Columns
    • 3.8.5.2 Applying Formatting to Numeric Data Columns
    • 3.8.5.3 Applying Formatting to Date Type Data Columns
    • 3.8.5.4 About the Formula Option
    • 3.8.5.5 About the Sort Option
    • 3.8.5.6 Removing a Sort Order
  • 3.8.6 About the Total Cell Tab
    • 3.8.6.1 Applying Data Formatting to a Total Cell
    • 3.8.6.2 Applying a Formula
• 3.9 About Charts
  • 3.9.1 Inserting a Chart
    • 3.9.1.1 About the Chart Tab
    • 3.9.1.2 Applying and Managing Filters
    • 3.9.1.3 Converting a Chart to a Pivot Table
  • 3.9.2 Changing the Formula Applied to a Chart Measure Field
  • 3.9.3 Sorting a Chart Field
• 3.10 About Gauge Charts
  • 3.10.1 Inserting a Gauge Chart
  • 3.10.2 Setting the Properties for a Gauge Chart
  • 3.10.3 Applying and Managing Filters
• 3.11 About Pivot Tables
  • 3.11.1 Inserting a Pivot Table
  • 3.11.2 Customizing a Pivot Table Menu
  • 3.11.3 About the Pivot Table Tab
    • 3.11.3.1 Applying Filters
    • 3.11.3.2 Customizing the Display of Totals
    • 3.11.3.3 Converting a Pivot Table to a Chart
    • 3.11.3.4 Switching Rows and Columns
  • 3.11.4 Customizing the Pivot Table Headers
  • 3.11.5 Customizing the Pivot Table Data
• 3.12 About Text Items
  • 3.12.1 Displaying a Data Field Side by Side with a Text Item
  • 3.12.2 About the Text Toolbar
    • 3.12.2.1 Editing Font Properties
    • 3.12.2.2 Inserting Page Numbers
    • 3.12.2.3 Inserting the Date and Time
    • 3.12.2.4 Inserting a Hyperlink
• 3.13 About Images
• 3.14 About Lists
  • 3.14.1 Inserting a List
  • 3.14.2 Customizing a List
    • 3.14.2.1 Customizing the Font Style and the Selected Font Style Commands
    • 3.14.2.2 Customizing Behavior of Selected Items
• 3.15 Setting Predefined or Custom Formulas
  • 3.15.1 About the Predefined Formulas
  • 3.15.2 Applying a Custom Formula
    • 3.15.2.1 About the Basic Math Functions
    • 3.15.2.2 About the Statistical Math Functions
  • 3.15.3 Applying a Custom Formula: Examples
• 3.16 Saving a Layout

4 Creating RTF Templates

• 4.1 Getting Started
  • 4.1.1 What Are RTF Templates?
  • 4.1.2 Prerequisites for Designing Templates
  • 4.1.3 What is XSLT Compatibility?
  • 4.1.4 Key Concepts
  • 4.1.5 Designing the Template Layout
  • 4.1.6 About Adding BI Publisher Code
• 4.2 Associating the XML Data to the Template Layout
  • 4.2.1 Using an XML Input File
  • 4.2.2 Identifying Placeholders and Groups
  • 4.2.3 Using Placeholders
  • 4.2.4 Identifying the Groups of Repeating Elements
• 4.3 Adding Markup to the Template Layout
  • 4.3.1 Creating Placeholders
    • 4.3.1.1 Using the Basic RTF Method
    • 4.3.1.2 Using the Form Field Method
    • 4.3.1.3 Completing the Example
• 4.4 Defining Groups
  • 4.4.1 Grouping Scenarios
  • 4.4.2 Using the Basic RTF Method
  • 4.4.3 Using the Form Field Method
  • 4.4.4 Completing the Example
• 4.5 Defining Headers and Footers
  • 4.5.1 Native Support for Headers and Footers
  • 4.5.2 Inserting Placeholders in the Headers and Footers
  • 4.5.3 Creating Multiple or Complex Headers and Footers
  • 4.5.4 Defining Different First Page and Different Odd and Even Pages
• 4.6 Inserting Images and Charts
  • 4.6.1 Directly Inserting Images
  • 4.6.2 Inserting Images with URL References
  • 4.6.3 Inserting Images with an Element Reference from an XML File
  • 4.6.4 Rendering an Image Retrieved from BLOB Data
  • 4.6.5 Adding Charts to Templates
    • 4.6.5.1 Adding a Sample Chart
    • 4.6.5.2 Inserting the Dummy Image
    • 4.6.5.3 Adding Code to the Alternative Text Box
    • 4.6.5.4 Additional Chart Samples
    • 4.6.5.5 Horizontal Bar Chart Sample
    • 4.6.5.6 Changing the Appearance of the Chart
• 4.7 Adding Drawings, Shapes, and Clip Art
  • 4.7.1 Adding Freehand Drawings
  • 4.7.2 Adding Hyperlinks
  • 4.7.3 Layering Shapes
  • 4.7.4 Using 3-D Effects
  • 4.7.5 Adding Microsoft Equations
  • 4.7.6 Adding Organization Charts
  • 4.7.7 Adding WordArt
  • 4.7.8 Adding Data-Driven Shapes
  • 4.7.9 Including Manipulation Commands
  • 4.7.10 Replicating Shapes
  • 4.7.11 Adding Text to Shapes
  • 4.7.12 Adding Text Along a Path
  • 4.7.13 Moving a Shape
  • 4.7.14 Rotating a Shape
  • 4.7.15 Skewing a Shape
  • 4.7.16 Changing the Size of Shapes
  • 4.7.17 Combining Commands
  • 4.7.18 CD Ratings Example
  • 4.7.19 Grouped Shape Example
• 4.8 Supported Formatting Features of Microsoft Word
  • 4.8.1 General Features of Microsoft Word
  • 4.8.2 Aligning Objects
  • 4.8.3 Inserting Tables
  • 4.8.4 Inserting Date Fields
  • 4.8.5 Inserting Multiple Columns on Pages
  • 4.8.6 Inserting Backgrounds and Watermarks
    • 4.8.6.1 Adding a Background Using Microsoft Word 2000
    • 4.8.6.2 Adding a Text or Image Watermark Using Microsoft Word 2002 or Later
  • 4.8.7 Microsoft Word Features That Are Not Supported
• 4.9 Template Features
  • 4.9.1 Inserting Page Breaks
  • 4.9.2 Inserting an Initial Page Number
  • 4.9.3 Specifying Last Page Only Content
  • 4.9.4 Ending on Even or Odd Pages
  • 4.9.5 Inserting Hyperlinks
    • 4.9.5.1 Inserting Internal Links
  • 4.9.6 Including a Table of Contents
  • 4.9.7 Generating Bookmarks in PDF Output
  • 4.9.8 Inserting Check Boxes
  • 4.9.9 Inserting Drop-Down Lists
• 4.10 Using Conditional Formatting
  • 4.10.1 Using If Statements
  • 4.10.2 Using If Statements in Boilerplate Text
  • 4.10.3 Using If-Then-Else Statements
  • 4.10.4 Inserting Choose Statements
    • 4.10.4.1 Conditional Formatting Example
  • 4.10.5 Formatting Columns
  • 4.10.6 Formatting Rows
  • 4.10.7 Highlighting Cells
• 4.11 Inserting Page-Level Calculations
  • 4.11.1 Displaying Page Totals
  • 4.11.2 Inserting Brought Forward and Carried Forward Totals
  • 4.11.3 Inserting Running Totals
• 4.12 Handling Data
  • 4.12.1 Sorting Data
  • 4.12.2 Checking for Null Values
  • 4.12.3 Regrouping the XML Data
    • 4.12.3.1 XML Sample
    • 4.12.3.2 Regrouping Syntax
    • 4.12.3.3 Template Example
    • 4.12.3.4 Regrouping by an Expression
• 4.13 Setting Variables, Parameters, and Properties
  • 4.13.1 Setting Variables
  • 4.13.2 Setting Parameters
  • 4.13.3 Setting Properties
• 4.14 Using Advanced Report Layouts
  • 4.14.1 Creating Batch Reports
  • 4.14.2 Handling No Data Found Conditions
  • 4.14.3 Inserting Pivot Tables
  • 4.14.4 Constructing Dynamic Data Columns
    • 4.14.4.1 Defining Columns to Repeat Across Pages
    • 4.14.4.2 Example of Dynamic Data Columns
• 4.15 Formatting Numbers, Dates, and Currencies
  • 4.15.1 Formatting Numbers
  • 4.15.2 Data Source Requirements
  • 4.15.3 Localization Considerations
  • 4.15.4 Using the Microsoft Number Format Mask
  • 4.15.5 Supported Microsoft Format Mask Definitions
  • 4.15.6 Using the Oracle Format Mask
  • 4.15.7 Formatting Dates
  • 4.15.8 Data Source Requirements
  • 4.15.9 Using the Microsoft Date Format Mask
  • 4.15.10 Using the Oracle Format Mask
  • 4.15.11 Default Format Mask
  • 4.15.12 Oracle Abstract Format Masks
  • 4.15.13 Displaying the System Date (sysdate) in Reports
  • 4.15.14 Formatting Currencies
  • 4.15.15 Applying a Currency Format to a Field
  • 4.15.16 Example: Displaying Multiple Currency Formats in a Report
  • 4.15.17 Example: Displaying Multiple Currency Codes in a Single Report
• 4.16 Supporting Calendars and Time Zones
  • 4.16.1 Calendar Specification
  • 4.16.2 Time Zone Specification
• 4.17 Using External Fonts
  • 4.17.1 Using the Barcode Fonts Shipped with BI Publisher
  • 4.17.2 Implementing Custom Barcode Formats
    • 4.17.2.1 Registering the Barcode Encoding Class
    • 4.17.2.2 Encoding the Data
• 4.18 Controlling the Placement of Instructions Using the Context Commands
• 4.19 Using XPath Commands
  • 4.19.1 Locating Data
  • 4.19.2 Starting Reference
  • 4.19.3 Specifying Context and Parents
• 4.20 Declaring Namespaces
• 4.21 Using FO Elements and XSL Elements
  • 4.21.1 Using FO Elements
  • 4.21.2 Using XSL Elements
    • 4.21.2.1 Applying a Template Rule
    • 4.21.2.2 Copying the Current Node
    • 4.21.2.3 Calling a Named Template
    • 4.21.2.4 Declaring a Template
    • 4.21.2.5 Declaring a Variable
    • 4.21.2.6 Importing a Style Sheet
    • 4.21.2.7 Defining the Root Element of the Style Sheet
    • 4.21.2.8 Formatting Native XSL Numbers
• 4.22 Guidelines for Designing RTF Templates for Microsoft PowerPoint Output
  • 4.22.1 Limitations
  • 4.22.2 Usage Guidelines
  • 4.22.3 About Charts in PowerPoint Output
  • 4.22.4 Configuring Fonts for the BI Publisher Server
  • 4.22.5 Configuring Fonts for the BI Publisher Template Builder
• 4.23 Rendering HTML Formatted Data in a Report
  • 4.23.1 Supported HTML Features
  • 4.23.2 Data Model Requirements
  • 4.23.3 RTF Template Requirements
  • 4.23.4 Example

5 Creating RTF Templates Using the Template Builder for Word

• 5.1 Overview
  • 5.1.1 Before You Get Started
  • 5.1.2 Prerequisites and Limitations
• 5.2 Getting Started
  • 5.2.1 Features of the Oracle BI Publisher Template Builder for Word
  • 5.2.2 Building and Uploading a Template
    • 5.2.2.1 Working in Connected Mode
    • 5.2.2.2 Working in Disconnected Mode
• 5.3 Accessing Data for Building Templates
  • 5.3.1 Loading XML Data from a Local File
  • 5.3.2 Loading Data from the BI Publisher Catalog
• 5.4 Inserting Components to the Template
  • 5.4.1 Inserting a Field
    • 5.4.1.1 About the Insert Field Dialog
    • 5.4.1.2 Find
    • 5.4.1.3 Example
    • 5.4.1.4 Force LTR (Left-to-Right) Direction
    • 5.4.1.5 Calculation
  • 5.4.2 Inserting a Table Using the Table Wizard
    • 5.4.2.1 Step 1: Selecting Report Format
    • 5.4.2.2 Step 2: Selecting Table Data
    • 5.4.2.3 Step 3: Selecting Data Fields
    • 5.4.2.4 Step 4: Grouping the Table
    • 5.4.2.5 Step 5: Inserting a Break for the Group
    • 5.4.2.6 Step 6: Sorting the Table
    • 5.4.2.7 Step 7: Clicking Finish
    • 5.4.2.8 Step 8: Customizing the Table Using Microsoft Word Functionality
  • 5.4.3 Inserting a Table or Form Using the Insert Table/Form Dialog
    • 5.4.3.1 Selecting Data Fields
    • 5.4.3.2 Defining the Layout
    • 5.4.3.3 Data Field Properties
    • 5.4.3.4 Data Group Properties
    • 5.4.3.5 Inserting Tables and Forms
    • 5.4.3.6 Grouping
    • 5.4.3.7 Understanding Fields Inserted to the Template
  • 5.4.4 Inserting a Chart
    • 5.4.4.1 Chart Type
    • 5.4.4.2 Values
    • 5.4.4.3 Aggregation
    • 5.4.4.4 Labels
    • 5.4.4.5 Color
    • 5.4.4.6 Chart is Inside Group
    • 5.4.4.7 Style
    • 5.4.4.8 Properties
    • 5.4.4.9 Preview
    • 5.4.4.10 Group Data
    • 5.4.4.11 Editing an Inserted Chart
  • 5.4.5 Inserting a Pivot Table
  • 5.4.6 Inserting a Repeating Group
  • 5.4.7 Creating Grouping Fields Around an Existing Block
  • 5.4.8 Inserting and Editing Conditional Regions
  • 5.4.9 Inserting Conditional Formatting
• 5.5 Previewing a Template
• 5.6 Template Editing Tools
  • 5.6.1 Editing and Viewing Field Properties
    • 5.6.1.1 About the Properties Tab
    • 5.6.1.2 About the Advanced Tab
    • 5.6.1.3 About the Word Properties Button
  • 5.6.2 Validating a Template
  • 5.6.3 Using the Field Browser
  • 5.6.4 Checking Accessibility
• 5.7 Uploading a Template to the BI Publisher Server
• 5.8 Using the Template Builder Translation Tools
  • 5.8.1 About Translations
  • 5.8.2 Extracting Text to an XLIFF File for Translation
  • 5.8.3 Previewing the Template and Translation File
  • 5.8.4 Localizing a Template
• 5.9 Setting Options for the Template Builder
  • 5.9.1 Setting UI Options
  • 5.9.2 Setting Preview Options
  • 5.9.3 Setting Build Options
  • 5.9.4 Setting Connection Options
• 5.10 Setting Up a Configuration File
• 5.11 BI Publisher Menu Reference
  • 5.11.1 About the Online Group
  • 5.11.2 About the Load Data Group
  • 5.11.3 About the Insert Group
  • 5.11.4 About the Preview Group
  • 5.11.5 About the Tools Group
  • 5.11.6 About the Options Group

6 Creating Excel Templates

• 6.1 Overview
  • 6.1.1 Features of Excel Templates
  • 6.1.2 Limitations of Excel Templates
  • 6.1.3 Prerequisites
  • 6.1.4 Supported Output
  • 6.1.5 Desktop Tools for Excel Templates
  • 6.1.6 Sample Excel Templates
• 6.2 Concepts
  • 6.2.1 Identifying Data Field Placeholders and Groups
  • 6.2.2 Use of Excel Defined Names
  • 6.2.3 About the XDO_ Defined Names
  • 6.2.4 Using Native Excel Functions
  • 6.2.5 About the XDO_METADATA Sheet
• 6.3 Building a Simple Template
  • 6.3.1 Step 1: Obtaining Sample XML Data from the Data Model
  • 6.3.2 Step 2: Opening the BlankExcelTemplate.xls File and Save As the Template Name
  • 6.3.3 Step 3: Designing the Layout in Excel
  • 6.3.4 Step 4: Assigning the BI Publisher Defined Names
    • 6.3.4.1 Applying a Defined Name to a Cell
    • 6.3.4.2 Understanding Groups
    • 6.3.4.3 Creating Groups in the Template
  • 6.3.5 Step 5: Preparing the XDO_METADATA Sheet
    • 6.3.5.1 Format of the XDO_METADATA Sheet
    • 6.3.5.2 Creating the XDO_METADATA Sheet
    • 6.3.5.3 Adding the Calculation for the XDO_?TOTAL_SALARY? Field
  • 6.3.6 Step 6: Testing the Template
• 6.4 Formatting Dates
• 6.5 Defining BI Publisher Functions
  • 6.5.1 Reporting Functions
    • 6.5.1.1 Splitting the Report into Multiple Sheets
    • 6.5.1.2 Declaring and Passing Parameters
    • 6.5.1.3 Defining a Link
    • 6.5.1.4 Importing and Calling a Subtemplate
    • 6.5.1.5 Referencing Java Extension Libraries
  • 6.5.2 Formatting Functions That Rely on Specific Data Attribute Values
    • 6.5.2.1 Defining Border and Underline Styles
    • 6.5.2.2 Skipping a Row
  • 6.5.3 Grouping Functions
    • 6.5.3.1 Grouping the data
    • 6.5.3.2 Handling the Generated XDO Define Names in Nested Groups
    • 6.5.3.3 Regrouping the Data
• 6.6 Preprocessing the Data Using an XSL Transformation (XSLT) File
  • 6.6.1 XSLT Preprocessing Examples: Splitting Flat Data into Multiple Sheets
    • 6.6.1.1 Splitting the Data by a Specific Field
    • 6.6.1.2 Splitting the Data by Count of Rows
• 6.7 Using the Template Viewer to Debug a Template

7 Creating PDF Templates

• 7.1 Overview
• 7.2 Requirements
• 7.3 Designing the Template
• 7.4 Adding Markup to the Template
• 7.5 Creating a Placeholder
  • 7.5.1 Naming the Placeholder
  • 7.5.2 Creating a Text Placeholder
  • 7.5.3 Supported Field Properties Options
  • 7.5.4 Creating a Check Box
  • 7.5.5 Creating a Radio Button Group
• 7.6 Defining Groups of Repeating Fields
• 7.7 Adding Page Numbers and Breaks
  • 7.7.1 Adding Page Numbers
  • 7.7.2 Adding Page Breaks
• 7.8 Performing Calculations
• 7.9 Completed PDF Layout Example
• 7.10 Runtime Behavior
  • 7.10.1 Placement of Repeating Fields
  • 7.10.2 Setting Fields as Updatable or Read Only
  • 7.10.3 Overflow Data
• 7.11 Creating a Layout from a Predefined PDF Form
  • 7.11.1 Determining If a PDF Has Form Fields Defined
  • 7.11.2 Using a Predefined PDF Form as a Layout by Renaming the Form Fields
  • 7.11.3 Using the Comb of Characters Option
• 7.12 Adding or Designating a Field for a Digital Signature
  • 7.12.1 About Signature Field Options
  • 7.12.2 Adding a Signature Field
  • 7.12.3 Configuring the Report to Insert the Digital Signature at Runtime

8 Creating eText Templates

• 8.1 Overview
  • 8.1.1 Prerequisites
• 8.2 Structure of eText Templates
  • 8.2.1 Command Rows, Data Rows, and Data Column Header Rows
  • 8.2.2 Data Column Header Rows
  • 8.2.3 Data Rows
• 8.3 Constructing the Data Tables
• 8.4 Command Rows
  • 8.4.1 Level Command
  • 8.4.2 New Record Command
  • 8.4.3 Sort Ascending and Sort Descending Commands
  • 8.4.4 Display Condition Command
• 8.5 Structure of the Data Rows
  • 8.5.1 Position
  • 8.5.2 Length/Maximum Length
  • 8.5.3 Format Column
  • 8.5.4 Number Data Type
  • 8.5.5 Date Data Type
  • 8.5.6 Mapping EDI Delimiter-Based Data Types to eText Data Types
  • 8.5.7 Pad
  • 8.5.8 Data
  • 8.5.9 Tag
  • 8.5.10 Comments
• 8.6 Setting Up Command Tables
  • 8.6.1 TEMPLATE TYPE Command
  • 8.6.2 DEFINE LEVEL Command
  • 8.6.3 DEFINE SEQUENCE Command
  • 8.6.4 RESET AT LEVEL
  • 8.6.5 INCREMENT BASIS
  • 8.6.6 Define Concatenation Command
  • 8.6.7 Base Level Subcommand
  • 8.6.8 Element Subcommand
  • 8.6.9 Delimiter Subcommand
  • 8.6.10 Using the SUBSTR Function
  • 8.6.11 Invalid Characters and Replacement Characters Commands
  • 8.6.12 Output Character Set and New Record Character Commands
  • 8.6.13 Output Length Mode
  • 8.6.14 Number Thousands Separator and Number Decimal Separator
  • 8.6.15 CASE CONVERSION
• 8.7 Creating a Filler Block
• 8.8 Expressions, Control Structures, and Functions
  • 8.8.1 Expressions
  • 8.8.2 Control Structures
  • 8.8.3 Functions
• 8.9 Identifiers, Operators, and Literals
  • 8.9.1 Key Words
  • 8.9.2 Command and Column Header Key Words
  • 8.9.3 Command Parameter and Function Parameter Key Words
  • 8.9.4 Field-Level Key Words
  • 8.9.5 Expression Key Words
  • 8.9.6 Operators
  • 8.9.7 Reference to XML Extract Fields and XPATH Syntax
  • 8.9.8 Notes on Viewing eText Output from a Browser

9 Creating Flash Templates

• 9.1 Overview
  • 9.1.1 Prerequisites for Building and Viewing Flash Templates
  • 9.1.2 Required Configuration Settings for Viewing PDF Output
• 9.2 Building a Flash Template
  • 9.2.1 Adding the Data Source
  • 9.2.2 Creating the Layout
    • 9.2.2.1 Adding a Chart
  • 9.2.3 Binding the Layout Objects to the Data Source
    • 9.2.3.1 Binding the DataGrid
    • 9.2.3.2 Binding the Chart
• 9.3 Uploading the Flash Template to the Report Definition
• 9.4 Setting Properties for PDF Output

10 Setting Report Processing and Output Document Properties

• 10.1 Overview
• 10.2 PDF Output Properties
• 10.3 PDF Security Properties
• 10.4 PDF Digital Signature Properties
• 10.5 PDF/A Output Properties
• 10.6 PDF/X Output Properties
• 10.7 RTF Output Properties
• 10.8 HTML Output Properties
• 10.9 FO Processing Properties
• 10.10 RTF Template Properties
• 10.11 PDF Template Properties
• 10.12 Flash Template Properties
• 10.13 CSV Output Properties
• 10.14 Excel 2007 Output Properties
• 10.15 All Outputs
• 10.16 Defining Font Mappings
  • 10.16.1 Making Fonts Available to BI Publisher
  • 10.16.2 Setting Font Mapping at the Site Level or Report Level
  • 10.16.3 Creating a Font Mapping
  • 10.16.4 BI Publisher's Predefined Fonts
    • 10.16.4.1 Included Barcode Fonts

Part II Creating Style Templates and Sub Templates

11 Creating and Implementing Style Templates

• 11.1 Understanding Style Templates
  • 11.1.1 About Styles Defined in the Style Template
    • 11.1.1.1 Paragraph and Heading Styles
    • 11.1.1.2 Table Styles
    • 11.1.1.3 Header and Footer Content
  • 11.1.2 Style Template Process Overview
• 11.2 Creating a Style Template RTF File
  • 11.2.1 Defining Styles for Paragraphs and Headings
  • 11.2.2 Defining Styles for Tables
  • 11.2.3 Defining a Header and Footer
• 11.3 Uploading a Style Template File to the Catalog
• 11.4 Assigning a Style Template to a Report Layout
• 11.5 Updating a Style Template
• 11.6 Adding Translations to a Style Template Definition

12 Understanding Subtemplates

• 12.1 What is a Subtemplate?
  • 12.1.1 About RTF Subtemplates
  • 12.1.2 About XSL Subtemplates
• 12.2 Supported Locations for Subtemplates
• 12.3 Testing Subtemplates from the Desktop
• 12.4 Creating the Sub Template Object in the Catalog
• 12.5 Calling a Subtemplate from an External Source
  • 12.5.1 Importing a Subtemplate Outside the Catalog over HTTP or FTP
  • 12.5.2 Importing Subtemplates Outside the Catalog on the Same Server
  • 12.5.3 Required Settings To Run Subtemplates Stored Outside the Catalog

13 Designing RTF Subtemplates

• 13.1 Understanding RTF Subtemplates
• 13.2 Process Overview for Creating and Implementing RTF Subtemplates
• 13.3 Creating an RTF Subtemplate File
• 13.4 Calling a Subtemplate from a Main Template
  • 13.4.1 Importing the Subtemplate to the Main Template
  • 13.4.2 Calling the Subtemplate to Render Its Contents
  • 13.4.3 Importing a Localized Subtemplate
  • 13.4.4 Example
• 13.5 When to Use RTF Subtemplates
  • 13.5.1 Reusing a Common Layout
  • 13.5.2 Conditionally Displaying a Layout Based on a Value in the Data
    • 13.5.2.1 Example
  • 13.5.3 Conditionally Displaying a Layout Based on a Parameter Value
    • 13.5.3.1 Example
    • 13.5.3.2 Handling Simple Calculations or Repeating Formulae
    • 13.5.3.3 Example
• 13.6 Adding Translations to an RTF Subtemplate

14 Designing XSL Subtemplates

• 14.1 Understanding XSL Subtemplates
  • 14.1.1 Where to Put XSL Code in the RTF Main Template
• 14.2 Process Overview for Creating and Implementing XSL Subtemplates
• 14.3 Creating an XSL Subtemplate File
• 14.4 Calling an XSL Subtemplate from the Main Template
  • 14.4.1 Importing the Subtemplate
  • 14.4.2 Calling the Subtemplate
  • 14.4.3 Passing Parameters to an XSL Subtemplate
• 14.5 Creating the Sub Template Object in the Catalog
• 14.6 Example Uses of XSL Subtemplates
  • 14.6.1 Handling XML Data with HTML Formatting
  • 14.6.2 Dynamically Applying Formatting to a Portion of Data

Part III Translating Reports and Catalog Objects

15 Translation Support Overview and Concepts

• 15.1 Translation Support Overview
  • 15.1.1 What Is Catalog Translation?
  • 15.1.2 What Is Template Translation?
• 15.2 Working with Translation Files
  • 15.2.1 What Is an XLIFF?
  • 15.2.2 Structure of the XLIFF File
    • 15.2.2.1 source-language and target-language attributes
    • 15.2.2.2 Embedded Data Fields
    • 15.2.2.3 <source> and <target> Elements
• 15.3 Locale Selection Logic

16 Translating Individual Templates

• 16.1 Overview
• 16.2 Types of Translations
• 16.3 Using the XLIFF Option
  • 16.3.1 Generating the XLIFF from a Template
    • 16.3.1.1 Generating the XLIFF from the Template Builder
    • 16.3.1.2 Generating the XLIFF from the Layout Properties Page
  • 16.3.2 Translating the XLIFF
  • 16.3.3 Uploading the Translated XLIFF to BI Publisher
• 16.4 Using the Localized Template Option
  • 16.4.1 Designing the Localized Template File
  • 16.4.2 Uploading the Localized Template to BI Publisher

17 Translating Catalog Objects, Data Models, and Templates

• 17.1 Overview
• 17.2 What Can Be Translated?
  • 17.2.1 About Source Language Limitations
• 17.3 Exporting the XLIFF File
• 17.4 Identifying and Updating the Object Tags
• 17.5 Importing the XLIFF File

Part IV Reference Information

A Techniques for Handling Large Output Files

• A.1 Reusing Static Content
  • A.1.1 What Is Static Content Reuse?
  • A.1.2 Limitations of this Feature
  • A.1.3 Defining Reusable Content in an RTF Template
  • A.1.4 Example
• A.2 Generating Zipped PDF Output
  • A.2.1 Limitations and Prerequisites
  • A.2.2 Design Time Considerations
  • A.2.3 Selecting the Output Type
• A.3 Implementing PDF Splitting for an RTF Template
  • A.3.1 Entering the Commands in an RTF Template
  • A.3.2 Example - split by each department
• A.4 Implementing PDF Splitting for a PDF Template
  • A.4.1 Entering the Commands in the PDF Template

B Extended Function Support in RTF Templates

• B.1 Extended SQL and XSL Functions
  • B.1.1 Number-To-Word Conversion
• B.2 XSL Equivalents
• B.3 Using FO Elements

C Designing Accessible Reports

• C.1 Avoiding Nested Tables or Separated Tables
  • C.1.1 Examples
    • C.1.1.1 Nested Tables
  • C.1.2 Table Headers Must Not Be Separated from the Table Body
• C.2 Defining a Document Title
• C.3 Defining Alternative Text for an Image
• C.4 Defining a Table Summary
• C.5 Defining a Table Column Header
• C.6 Defining a Table Row Header
• C.7 Sample Supported Tables

D Supported XSL-FO Elements

• D.1 Supported XSL-FO Elements
  • D.1.1 Property Groups Table

Index