Creating RTF Templates

To create an RTF template using Microsoft Word:

  1. Download the delivered Oracle Analytics 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 RTF templates.

    The Oracle Analytics Publisher Template Builder is an extension to Microsoft Word that simplifies the development of RTF templates. While the Template Builder is not required to create RTF templates, it provides many automated functions that may increase your productivity.

    Note:

    You can choose to automatically view the Word Template Builder Tutorial File, Template Builder for Word Tutorial.doc, upon installing the plug-in. This document offers a quick and informative tutorial of the Template Builder.

    The Template Builder for Word Tutorial.doc is located in the \Template Builder for Word\doc directory of the folder where Oracle Analytics Publisher Desktop, Template Builder plug-in, was installed.

    Sample report templates are available in <Installation Directory>\Oracle Analytics Publisher Desktop\Template Builder for Word\samples.

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

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

  4. Design your template in the RTF document.

    By using the downloaded XML sample data, you can insert the data field tags into your template rather than manually typing XSL-formatted tags.

    You can preview the template output with the sample XML data from the Publisher menu using Preview Template or select Preview from the Template Builder toolbar.

  5. Upload the completed template into the report definition by clicking the Upload button on the Reporting Tools, BI Publisher, Create BIP Report Definitions, Template page.

Note:

Your data source XML structure should be designed to be as close as possible to the groupings used for in the actual report template structure; this improves runtime performance by preventing unnecessary XSL transformation. This is particularly applicable for reports with complex data structures and very large file sizes.

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

Refer to Word Template Builder Tutorial.

See Working with Template Design Helpers, Creating Report Definitions.