Templates

BI Publisher templates are used to format reports using the data that resides in the JD Edwards EnterpriseOne database. You can create templates using:

• Microsoft Word (RTF format only)

• Microsoft Excel (XLS or XSL)

• Adobe Acrobat (PDF)

This table describes how to create templates.

Template Type	Method
Microsoft Word	Design templates manually using Microsoft Word or Oracle's BI Publisher Template Builder to facilitate template development.
Microsoft Excel	Design templates manually using Microsoft Excel.
Adobe Acrobat	Design templates manually using the full version of Adobe Acrobat.

Oracle's BI Publisher Template Builder is an extension to Microsoft Word that simplifies the development of RTF templates. It automates many of the manual steps that you would otherwise have to perform. Use the Template Builder in conjunction with theOracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher to increase your productivity.

Note: The BI Publisher Template Builder for Word Add-in includes features to log in to and interact with Oracle Business Intelligence Publisher. The following menu items work only with Oracle BI Publisher or Oracle BI Enterprise Edition implementations: Log In, Open, Upload, and Upload Template As. See the Template Builder help for more information.

The Template Builder is tightly integrated with Microsoft Word and enables you to perform the following functions. Instructions and tutorials for using the Template Builder are available from the readme and help files delivered with the tool.

• Insert data fields.

• Insert data-driven tables.

• Insert data-driven forms.

• Insert data-driven charts.

• Preview your templates with sample XML data.

• Browse and update the content of form fields.

• Extract boilerplate text into an XLIFF translation file and test translations.

Manual steps for performing these functions are covered in the Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher. Instructions and tutorials for using the Template Builder are available from the readme and help files delivered with the tool.

Excel templates must be created manually using Microsoft Excel. To create PDF templates, you must have the full version of Adobe Acrobat.

Note: For more information about creating templates specifically for JD Edwards EnterpriseOne, see "Creating XML Publisher Templates for JD Edwards EnterpriseOne" available on My Oracle Support.