Building Report Template (RTF)
You can build a Rich Text Format (RTF) template and upload the template to your Custom Report in Unifier, and generate live reports.
Using Invoice as an example, the following explains how to build a simple RTF template (non-tabular report).
To create a simple RTF template:
- Open Microsoft Word.
The application must have the Microsoft Word BI Publisher/Oracle Analytics Publisher plug-in installed. See Download and Install BI Publisher/Oracle Analytics Publisher Desktop for Microsoft Office.
- Click the Word BI Publisher/Oracle Analytics Publisher ribbon.
- Click Sample XML to import your sample data and wait until the data is loaded successfully.
Note: Alternatively, you can use a template file (for example, A Word template file from your customer).
- Click Repeating Group to generate a loop on each Invoice. The Repeating Group window opens.
- In the For Each field, enter a value in the Data Set Name for each of the Invoices that you chose, when defining your Custom Report (for example, inv). This does not apply to the Invoices Line Items.
- In the Group By field, select a field for your Invoice loop. Use the
INV_ID
because it is a unique identifier for each Invoice. - (Optional) Insert a page break after each Invoice to keep your report formatted.
- (Optional) Select the Data already sorted option. You can select this option because you have already sorted your data in your SQL statement, using: ORDER BY.
- Click OK.
The BI Publisher/Oracle Analytics Publisher plug-in application adds a code to the document which includes: a start (for-each), a page break (page break), and an end (end) for your Invoice loop.
- Add a blank line after "for-each" operator to make room for your Invoice information.
- Click the field icon (ab|Field) to open the field browser.
The field browser window lets you add fields from your XML sample data file.
- After each "for-each" operator, double-click Inv_Record_No in the field browser.
- Add a hyphen ( - ) [n-dash] after the record number.
- Double-click Inv_Title to add the Invoice title.
Example
for-eachINV_RECORD_NO-INV_TITLE
page breakend
- (Optional) Run the report by clicking PDF on the Word BI Publisher/Oracle Analytics Publisher Ribbon (Word will prompt you to save your RTF file if you have not done so).
The first report is now ready.
The report only has the Invoice record number and title for each Invoice in your sample XML (the approved and pending ones because: WHERE inv.STATUS = 'Approved' OR inv.STATUS = 'Pending'
in our SQL statement).
You can continue to build on the generated report by adding additional fields from the Upper Form of the Invoices BP, as well as headers, footers, formatting, and so forth.
In This Section
Creating a Report with Line Items
Advanced BI Publisher/Oracle Analytics Publisher Functions
Last Published Tuesday, December 12, 2023