Using Excel Templates

With Excel based templates, you can generate spreadsheet reports by keeping the initial formatting and layout of the template intact.

It allows you to design spreadsheet reports with greater ease and flexibility. Excel templates are mostly used to generate financial reports that present substantial numerical data, along with any relevant calculations or aggregation of that data.

Excel template allows you to split hierarchical data across multiple worksheets and dynamically naming those sheets, creating sheets of data with master-detail relationships. Most importantly, you can use Excel functions and formulas.

To create an Excel template:

  1. Download the delivered BI Publisher Template Builder plug-in for offline template design on the Reporting Tools, BI Publisher, Setup, Design Helper page to facilitate the insertion of application data tags into your Excel templates.

  2. Download the XML sample data file by clicking the Sample Data link on the Reporting Tools, BI Publisher, Report Definition page for a specified query.

  3. Load the sample data into the document by selecting Data > Load XML Data from the Microsoft Word Template Builder tool bar menu.

  4. Design your template in Excel.

    Note: Save the template using the format Excel 97-2003 Workbook (.xls) as this is the only Excel format currently supported for Excel templates.

For more details on excel templates,

See Report Designer's Guide for Oracle Business Intelligence Publisher, “Creating Excel Templates.”

Template translate file (XLIFF) cannot be created with an Excel template type. If multiple versions of the template are required in different languages, separate templates will need to be created for each of them.