Working with Template Design Helpers

Access the Design Helper page (Select Reporting Tools, and then BI Publisher, and then Setup, and then BIP Designer Client Tools.)

This example illustrates the fields and controls on the Design Helper page.

During template creation, a design helper facilitates the insertion of application data tag placeholders into your templates. A schema or sample data file is required for using a design helper. If you use a sample data file, you can preview your template offline during the design process.

Two template design helpers are available: one for designing RTF reports (MS Word Template Builder) and one for the PDF template that gets embedded as a JavaScript inside the PDF template itself when you upload the template to PeopleTools.

This page enables users to download a plug-in for Microsoft Word to facilitate offline RTF template design. Two versions of the plug-in are available: one for 32–bit Word and another for 64–bit Word. Select a version that applies from the list to enable the download button.

The plug-in is downloaded as a zip file. Based on your selection, the zip file contains the exe files that should be run to install the plug-in.

Included in the Oracle Analytics Publisher desktop plug-in setup, multiple directories are created that contain documentation, samples, tutorial, and demos. The program is also added to the Start menu.

See Using PDF Templates.