Modifying BI Publisher Templates

BI Publisher report templates provide the following formats: PDF, RTF, HTML, and XLS. You can use BI Publisher Desktop to modify the templates.

Oracle Business Intelligence Publisher is a separately licensed software package and is not included in Financial Management. You can download BI Publisher Desktop from the Oracle Web site.

The documentation Web site provides a general product overview, detailed release notes, user documentation, and links to tutorials. On the Related tab, if you click the Oracle by Example (OBE) link, the Getting Started tutorial is displayed. The tutorial includes a section on modifying a BI Publisher Template by using Microsoft Word.

  To modify BI Publisher templates:

  1. Download and install Oracle BI Publisher Desktop.

  2. Open Microsoft Word.

  3. From the Templates directory, select a report template.

  4. Using Microsoft Word format options, modify the template format.

  5. If you want to preview your modifications, load sample XML data from the Sample XML directory in the Server Working Folder\Report Style Sheets\Templates directory.

  6. Optional: Preview your modifications.

  7. Save the modified template to a new file name in the template directory that contains the sample templates: Hyperion_Home\products\FinancialManagement\Server Working Folder\Report Style Sheets\Templates.

    Note:

    If you have multiple servers or clusters, you must store the templates on each server.