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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documentation and Other Resources
System Requirements and Certification
Conventions
New Features for Report Designers
New Features for Oracle BI Publisher 11
g
Release (11.1.1.7)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.6)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.5)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.3)
Part I Creating Reports and Layouts
1
Introduction to Designing Reports
1.1
Overview for Report Designers
1.2
About the Layout Types
1.3
About Setting Run-Time Properties
1.4
About Translations
1.5
About Style Templates
1.6
About Sub Templates
2
Creating and Editing Reports
2.1
About Report Components
2.2
Creating Reports: Process Overview
2.3
Creating Reports
2.3.1
Selecting a Data Source
2.3.2
Choosing Guide Me or Use Report Editor
2.3.3
Selecting the Report Layout
2.3.4
Choosing Columns for Report Layouts
2.3.4.1
Table Layout
2.3.4.2
Chart Layout
2.3.4.3
Chart and Table Layout
2.3.4.4
Pivot Table Layout
2.3.4.5
Chart and Pivot Table Layout
2.3.4.6
Two Charts and Table Layout
2.3.5
Saving the Report
2.4
Creating Reports Using a Direct Connection to a Subject Area
2.4.1
Creating Subject Area Reports
2.4.2
Adding Parameters to Subject Area Reports
2.4.3
Creating a Report Against Multiple Subject Areas
2.5
Editing Reports
2.6
Adding Layouts to the Report Definition
2.6.1
Adding a Layout Using the Layout Editor
2.6.2
Adding a Layout by Uploading a Template File
2.6.3
Adding a Layout by Generating a Template File
2.7
Configuring Layouts Using the List View
2.7.1
Applying a Style Template to the Layout
2.7.2
About the Layouts Toolbar
2.7.3
Configuring the Layout Settings Using the List View
2.7.4
Selecting Output Formats
2.7.5
Editing a Layout
2.8
Configuring Parameter Settings for the Report
2.9
Configuring Report Properties
2.9.1
Setting the General Properties
2.9.1.1
Description
2.9.1.2
Run Report Online
2.9.1.3
Excel Analyzer Options
2.9.1.4
Advanced Options
2.9.2
Setting the Caching Properties
2.9.3
Setting the Formatting Properties
2.9.4
Configuring Font Mapping
2.9.5
Configuring Currency Formats
2.10
Accessing Reports via a URL
2.10.1
Security Considerations
2.10.2
Building the URL
2.10.3
Specifying Parameters in the URL
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
Custom and Dynamic Formatting Masks
3.8.5.5
About the Formula Option
3.8.5.6
About the Sort Option
3.8.5.7
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
3.8.7
Inserting Dynamic Hyperlinks
3.8.8
Applying Custom Data Formatting
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
3.9.4
Using Advanced Chart Features
3.9.4.1
Time Series Axis Formatting
3.9.4.2
Hide Axis Option
3.9.4.3
Independent Axis Formatting
3.9.4.4
Axis Scaling
3.9.4.5
Pie Slice Formatting
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
4.9.10
Repeat Row Headers After Page Break
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
Guidelines for Designing RTF Templates for Microsoft Excel 2007 Output
4.23.1
Creating Multiple Sheets
4.23.2
Specifying a Sheet Name
4.23.3
Specifying Number and Date Formatting
4.24
Rendering HTML Formatted Data in a Report
4.24.1
Supported HTML Features
4.24.2
Data Model Requirements
4.24.3
RTF Template Requirements
4.24.4
Example
4.25
Embedding PCL Commands for Check Printing
4.25.1
Procedure Overview
4.25.2
Embedding PCL Commands in RTF Templates
4.25.3
Specifications and Restrictions
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: Select Report Format
5.4.2.2
Step 2: Select Table Data
5.4.2.3
Step 3: Select Data Fields
5.4.2.4
Step 4: Group the Table
5.4.2.5
Step 5: Insert a Break for the Group
5.4.2.6
Step 6: Sort the Table
5.4.2.7
Step 7: Click Finish
5.4.2.8
Step 8: Customize 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 Repeating Group
5.4.6
Creating Grouping Fields Around an Existing Block
5.4.7
Inserting a Pivot Table
5.4.8
Manually Editing a Pivot Table
5.4.8.1
Inserting a Pivot Table in a Repeating Group
5.4.9
Inserting and Editing Conditional Regions
5.4.10
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
Introduction to Excel Templates
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
6.1.5.1
Installing the Template Builder for Excel
6.1.6
Sample Excel Templates
6.2
Understanding Mappings Between the Template and the Data
6.3
Using the Template Builder for Excel
6.3.1
Working in Connected Mode
6.3.1.1
Logging In Through the Template Builder
6.3.1.2
Online Features of the Template Builder
6.3.1.3
Uploading Templates from the Template Builder
6.3.2
Working in Disconnected Mode
6.3.2.1
Obtaining Sample Data
6.3.2.2
Loading Sample Data in Disconnected Mode
6.3.2.3
Uploading Templates to the Report
6.3.3
Inserting Fields
6.3.3.1
More Features of the Field Dialog
6.3.4
Inserting Repeating Groups
6.3.5
Using the Field Browser to View, Edit, and Delete Fields
6.3.6
Previewing Templates
6.3.7
Importing Excel Analyzer Templates
6.4
Building a Basic Template Using the Template Builder
6.4.1
Step 1: Load Sample Data to the Template Builder
6.4.2
Step 2: Design the Layout in Excel
6.4.3
Step 3: Use the Template Builder to Insert Fields
6.4.4
Step 4: Use the Template Builder to Insert Repeating Groups
6.4.5
Step 5: Insert the Calculated Salary Field
6.4.6
Step 6: Test the Template
6.5
Formatting Dates
6.6
Understanding Excel Template Concepts
6.6.1
Mapping Data Fields and Groups
6.6.2
Use of Excel Defined Names for Mapping
6.6.3
Use of "XDO_" Prefix to Create Defined Names
6.6.4
Using Native Excel Functions with the "XDO_" Defined Names
6.6.5
About the XDO_METADATA Sheet
6.6.5.1
Creating the XDO_METADATA Sheet
6.6.5.2
Format of the XDO_METADATA Sheet
6.6.5.3
Hiding the XDO_METADATA Sheet
6.7
Using Advanced BI Publisher Functions
6.7.1
Reporting Functions
6.7.1.1
Splitting the Report into Multiple Sheets
6.7.1.2
Declaring and Passing Parameters
6.7.1.3
Defining a Link
6.7.1.4
Importing and Calling a Subtemplate
6.7.1.5
Referencing Java Extension Libraries
6.7.2
Formatting Functions That Rely on Specific Data Attribute Values
6.7.2.1
Defining Border and Underline Styles
6.7.2.2
Skipping a Row
6.7.3
Grouping Functions
6.7.3.1
Grouping the data
6.7.3.2
Handling the Generated XDO Define Names in Nested Groups
6.7.3.3
Regrouping the Data
6.8
Preprocessing the Data Using an XSL Transformation (XSLT) File
6.8.1
XSLT Preprocessing Examples: Splitting Flat Data into Multiple Sheets
6.8.1.1
Splitting the Data by a Specific Field
6.8.1.2
Splitting the Data by Count of Rows
6.9
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?
15.1.3
About Supported Languages
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
Designing for Accessibility
C.1.1
Obtaining General Information
C.1.2
Avoiding Common Misconceptions
C.1.3
Following General Guidelines for Accessible Content
C.1.3.1
Color Selection
C.1.3.2
Color Contrast
C.1.3.3
Font Selection
C.1.4
Using the Template Builder to Verify Report Accessibility
C.2
Designing Accessible Reports Using RTF Templates
C.2.1
Avoiding Nested Tables or Separated Tables
C.2.1.1
Examples
C.2.1.2
Table Headers Must Not Be Separated from the Table Body
C.2.2
Defining a Document Title
C.2.3
Defining Alternative Text for an Image
C.2.4
Defining a Table Summary
C.2.5
Defining a Table Column Header
C.2.6
Defining a Table Row Header
C.2.7
Sample Supported Tables
C.2.8
Converting Charts to Tables
C.3
Designing Accessible Reports Using BI Publisher Layouts
C.3.1
Defining Document Titles
C.3.2
Defining Alternative Text for Images
C.3.3
Defining Summary Text for Tables
C.3.4
Defining Table Row Headers
C.3.5
Defining Text Header Levels
D
Supported XSL-FO Elements
D.1
Supported XSL-FO Elements
D.1.1
Property Groups Table
E
Generating PDF/A and PDF/X Output
E.1
Generating PDF/A Output
E.1.1
Requirements and Limitations
E.1.2
Additional Resources
E.2
Generating PDF/X output
E.2.1
Prerequisites
E.2.2
Requirements and Limitations
E.2.3
Additional Resources
F
PDF Version Support
F.1
About PDF Version Support
F.2
Supported Utilities
F.3
Limitations
F.3.1
Limitations That Apply to All PDF Utilities
F.3.2
FormProcessor Limitations
F.3.3
PDFDocMerger and PDFBookBinder Limitations
F.3.4
PDFSignature Limitations
G
Using the Customize Feature
G.1
About Customizing Reports
G.2
Prerequisites and Limitations of the Customization Feature
G.2.1
Prerequisites
G.2.2
Limitations
G.3
Using the Customize Feature
G.4
Considerations When Using the Customize Feature
Index
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