Modifying Existing XDM for Custom Report or Custom Print Configuration

Changes to the Data view, Data Set, Query and Parameters are not applied to the XDM file by Unifier. Users need to apply those changes manually to the XDM file.

Data View

If a data view is changed, it may require a modification in the XDM file. For instance, if a new column is added and it is required in the layout of the report, then the column must be added into the query in the data set in the XDM file.

Main View for Data set

If a main view is changed for the data set, it requires a modification in the XDM file to reflect the change in the From clause of the query of the main data set.

Query Parameter

The Element name for a Query is mapped to a BI Publisher parameter based on the format:

:uuu_p_{Element Name}

Note: Ensure the length of {Element Name} is less than 24 characters.

Any query parameters created on the elements of the main view on the query tab also need to be appropriately mapped in the Where clause of the main view query in the XDM. Refer to Adding or Modifying Unifier report parameters section of the Unifier Reporting using BI Publisher 11g document.

To modify an existing custom report configuration:

  1. Go to the Company Workspace tab and switch to Administration mode.
  2. Click Configuration > Custom Templates in the left Navigator to open the log.
  3. Select a custom report and click Open to open the custom report window.

    Note: The custom report must be in Draft status for modification.

  4. Modify the fields as necessary. All fields except the "Report Level" can be modified, as long as the custom report has not yet been published. Once the report has been published, the "Report Name" files also becomes un-editable.

See Also

Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)

Custom Templates (Custom Prints and Reports) Overview

Assigning Roles and Permissions to BI Publisher User to Publish and Run Unifier Reports

Creating Data Model (.XDM) File

Custom Templates Windows Log

BI Publisher Report Levels

Sample XML Data for Custom Templates (Custom Prints and Reports)

Creating BI Publisher Custom Print

Creating Custom Email Template

Publishing BI Publisher Custom Print

Parameters for External Multiple Custom Print

Creating BI Publisher Custom Report

Download and Install BI Publisher Desktop for Microsoft Office

Building Report Template (RTF)

Publishing BI Publisher Custom Report

Making a New Custom Report or Custom Print Appear in Unifier Navigation

Setting Permissions for Custom Reports

Running a Report in Unifier

Uploading a Template for External Data Model Type Custom Report

Downloading Sample XML Data for Designing New Templates

Adding a Dynamic Image in the Custom Print Template

Adding a Dynamic Image in the Custom Report Template

Adding a Dynamic Image in BI Publisher Report

Adding Rich Text Data Element in BI Publisher Report and Custom Print

Connect to Unifier Database



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Last Published Friday, April 9, 2021