Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Related Documents
  • Conventions
• Part I Model Data for Pixel-Perfect Reports
  • 1 Use the Data Model Editor
    • What Is a Data Model?
    • Components of a Data Model
    • About the Data Source Options
    • Process Overview for Creating a Data Model
    • Features of the Data Model Editor
      • Launch the Data Model Editor
      • About the Data Model Editor Toolbar
      • About the Interface
    • Data Model Properties
      • XML Output Options
      • Add Attachments to the Data Model
        • Attach Sample Data
        • Attach Schema
        • Data Files
    • Manage Private Data Sources
  • 2 Create Data Sets
    • Create a Data Set
    • Create Data Sets Using SQL Queries
      • Enter SQL Queries
      • Use the SQL Query Builder
        • Overview of the Query Builder
        • Build a Query Using Query Builder
        • Supported Column Types
        • Add Objects to the Design Pane
        • Remove or Hide Objects in the Design Pane
        • Query Conditions
        • Create Relationships Between Objects
          • About Join Conditions
          • Join Objects Manually
        • Save a Query
        • Edit a Saved Query
      • Add a Bind Variable to a Query
        • Add a Bind Variable Using a Text Editor
      • Add Lexical References to SQL Queries
      • About Defining SQL Queries Against the Oracle BI Server
        • Define SQL Queries Against the Oracle BI Server
      • Notes for Queries Against Oracle Fusion Applications Tables
    • Create a Data Set Using a MDX Query Against an OLAP Data Source
      • Create a Data Set Using a MDX Query
    • Use MDX Query Builder
      • Understand the MDX Query Builder Process
      • Use the Select Cube Dialog
      • Select Dimensions and Measures
        • Add Dimension Members to the Slicer/POV Axis
      • Perform MDX Query Actions
      • Apply MDX Query Filters
      • Select MDX Query Options and Save MDX Queries
    • Create a Data Set Using an Analysis
      • Additional Notes on Analysis Data Sets
    • Create a Data Set Using a Visualized Data Set
      • Create a Data Set Using a Visualized Data Flow
    • Create a Data Set Using a Web Service
      • Web Service Data Source Options
      • Create a Data Set Using a Simple Web Service
      • Create a Data Set Using a Complex Web Service
      • Additional Information on Web Service Data Sets
    • Create a Data Set Using a XML File
      • About Supported XML Files
      • Upload a XML File Stored Locally
        • Refresh and Delete an Uploaded XML File
    • Create a Data Set Using a Content Server
    • Create a Data Set Using a Microsoft Excel File
      • About Supported Excel Files
      • Access Multiple Tables per Sheet
      • Use a Microsoft Excel File Stored in a File Directory Data Source
      • Upload a Microsoft Excel File Stored Locally
        • Refresh and Delete an Uploaded Excel File
    • Create a Data Set Using a CSV File
      • About Supported CSV Files
      • Create a Data Set from a Centrally Stored CSV File
      • Upload a CSV File Stored Locally
        • Edit the Data Type
        • Refresh and Delete an Uploaded CSV File
    • Create a Data Set from an HTTP XML Feed
      • Create a Data Set from an HTTP XML Data Set
    • Use Data Stored as a Character Large Object (CLOB) in a Data Model
      • How the Data Is Returned
        • Additional Notes on Data Sets Using CLOB Column Data
      • Handle XHTML Data Stored in a CLOB Column
        • Retrieve XHTML Data Wrapped in CDATA
        • Wrap the XHTML Data in CDATA in the Query
    • Test Data Models and Generate Sample Data
    • Edit an Existing Data Set
    • Include User Information Stored in System Variables in Your Report Data
      • Add the User System Variables as Elements
      • Sample Use Case: Limit the Returned Data Set by User ID
        • Create Bind Variables from LDAP User Attribute Values
          • Prerequisite
          • How Publisher Constructs the Bind Variable
  • 3 Structure Data
    • Work with Data Models
      • About Multipart Unrelated Data Sets
      • About Multipart Related Data Sets
      • Guidelines for Working with Data Sets
    • About the Interface
    • Create Links Between Data Sets
      • About Element-Level Links
      • About Group-Level Links
    • Create Element-Level Links
      • Delete Element-Level Links
    • Create Group-Level Links
      • Delete Group-Level Links
    • Create Subgroups
    • Move an Element Between a Parent Group and a Child Group
    • Create Group-Level Aggregate Elements
    • Create Group Filters
    • Perform Element-Level Functions
    • Set Element Properties
    • Sort Data
    • Perform Group-Level Functions
      • The Group Action Menu
      • Edit the Data Set
      • Remove Elements from the Group
      • Edit the Group Properties
    • Perform Global-Level Functions
      • Add a Global-Level Aggregate Function
      • Add a Group-Level or Global-Level Element by Expression
      • Add a Global-Level Element by PL/SQL
    • Use the Structure View to Edit Your Data Structure
      • Rename Elements
      • Add Value for Null Elements
    • Function Reference
  • 4 Add Parameters and Lists of Values
    • About Parameters
    • Add a New Parameter
      • Create a Text Parameter
      • Create a Menu Parameter
        • Customize the Display of Menu Parameters
      • Define a Date Parameter
      • Create a Point of View Parameter (POV)
        • Include a POV Parameter Value in an MDX Query
      • Create a Search Parameter
    • About Lists of Values
    • Add Lists of Values
      • Create a List from a SQL Query
      • Create a List from a Fixed Data Set
      • Create a List from an MDX Query
    • Add Flexfield Parameters
      • Prerequisites for Using Flexfields
      • Add a Flexfield Parameter and List of Values
        • Add the Flexfield List of Values
        • Add the Menu Parameter for the Flexfield List of Values
        • Use the Flexfield Parameter to Pass Values to a Flexfield Defined in the Data Model
        • Reference the Flexfield in the SQL Query
        • Pass a Range of Values
  • 5 Add Event Triggers
    • About Triggers
    • Add Before Data and After Data Triggers
      • Order of Execution
    • Create Schedule Triggers
  • 6 Add Flexfields
    • About Flexfields
      • Use Flexfields in Your Data Model
    • Add Key Flexfields
      • Enter Flexfield Details
    • Add Descriptive Flexfields
      • Include Descriptive Flexfield Reference in SQL Queries
  • 7 Add Bursting Definitions
    • About Bursting
    • What is the Bursting Definition?
    • Add a Bursting Definition to Your Data Model
      • Attach PDF to Reports using Bursting Engine
    • Define the Query for Delivery XML
    • Pass a Parameter to the Bursting Query
    • Define the Split By and Deliver By Elements for a CLOB/XML Data Set
    • Configure a Report to Use a Bursting Definition
    • Sample Bursting Query
    • Create a Table to Use as a Delivery Data Source
  • 8 Add Custom Metadata for Oracle WebCenter Content Server
    • About Custom Metadata Mapping
      • Prerequisites
    • Map Data Fields to Custom Metadata Fields
    • Delete Unused Metadata Fields
  • 9 Performance Best Practices
    • Know Oracle WebLogic Server Default Time Out Setting
    • Best Practices for SQL Data Sets
      • Only Return the Data You Need
      • Use Column Aliases to Shorten XML File Length
      • Avoid Using Group Filters by Enhancing Your Query
      • Avoid PL/SQL Calls in WHERE Clauses
      • Avoid Use of the System Dual Table
      • Avoid PL/SQL Calls at the Element Level
      • Avoid Including Multiple Data Sets
      • Avoid Nested Data Sets
      • Avoid In-Line Queries as Summary Columns
      • Avoid Excessive Parameter Bind Values
      • Tips for Multi-value Parameters
      • Group Break and Sort Data
    • Limit Lists of Values
    • Work with Lexicals/Flexfields
    • Work with Date Parameters
    • Run Report Online/Offline (Schedule)
    • Set Data Model Properties to Prevent Memory Errors
      • Query Time Out
      • Enable SQL Pruning
      • DB Fetch Size
      • Scalable Mode
    • Tune SQL Query
      • Generate Explain Plan
        • Explain Plan for a Single Query
        • Explain Plan for Reports
        • Guidelines for Tuning Queries
        • Tips for Database Tuning
    • Validate Data Models
      • Data Model Validation Messages
• Part II Create Pixel-Perfect Reports and Layouts
  • 10 Introduction to Designing Reports
    • Overview for Report Designers
      • Define Summary Text for Tables
    • About the Layout Types
    • About Setting Run-Time Properties
    • About Translations
    • About Style Templates
    • About Sub Templates
  • 11 Create and Edit Reports
    • About Report Components
    • Create Reports: Process Overview
    • Create Reports
      • Select a Data Source
      • Choose Guide Me or Use Report Editor
      • Select the Report Layout
      • Choose Columns for Report Layouts
        • Table Layout
        • Chart Layout
        • Chart and Table Layout
        • Pivot Table Layout
        • Chart and Pivot Table Layout
        • Two Charts and Table Layout
      • Save the Report
    • Create Reports Using a Direct Connection to a Subject Area
      • Create Subject Area Reports
      • Add Parameters to Subject Area Reports
      • Create a Report Against Multiple Subject Areas
    • Edit Reports
    • Add Layouts to the Report Definition
      • Add a Layout Using the Layout Editor
      • Add a Layout by Uploading a Template File
      • Add a Layout by Generating a Template File
    • Configure Layouts Using the List View
      • Apply a Style Template to the Layout
      • About the Layouts Toolbar
      • Configure the Layout Settings Using the List View
      • Select Output Formats
      • Edit a Layout
    • Configure Parameter Settings for the Report
    • Configure Report Properties
      • Set the General Properties
        • Run Report Online
        • Advanced Options
      • Set the Caching Properties
      • Set the Formatting Properties
      • Configure Font Mapping
      • Configure Currency Formats
    • Access Reports via a URL
      • Report URL Format
      • Report URL Parameters
    • About the Layout Editor Interface
      • About the Data Source Pane
      • About the Components Pane
      • About the Properties Pane
      • About the Tabbed Toolbar
        • Select and Delete Layout Objects
        • About the Insert Tab
  • 12 Create Publisher Layout Templates
    • Overview of Publisher Layouts
      • When to Use a Publisher Layout
      • Prerequisites, Recommendations, and Limitations
    • Launch the Layout Editor
      • Create a New Report
      • Edit a Report
      • View a Report
      • Select a Predefined Layout
        • Add Shared Templates for All Users
        • Add Personal Predefined Layouts
    • Page Layout Tab
      • Paper Options
      • Header/Footer Options
        • Set Properties for Headers and Footers
      • View Options
      • Display Unit
      • Configure Events
        • Example of Filter Event Configuration
        • Configure Automatic Filtering
        • Example: Show Selection Only
      • Set Page Margins
      • Set Maximum Connections for an Interactive Report
    • Insert Layout Components
    • Insert Layout Grids
      • Add a Border or Background Color
      • About the Insert Options
      • About the Join and Unjoin Options
      • Add Expand and Collapse Option
    • About Repeating Sections
      • Set Page Break Options for a Repeating Section
      • How Repeating Sections Display in Interactive Mode
      • Show All Values in a Repeating Section
    • About Data Tables
      • Insert a Data Table
      • Set Alternating Row Colors
      • About the Table Tab
        • Set the Rows to Display Option
        • About Filters
        • Set Filters for a Table
        • Manage Filters
        • About Conditional Formats
        • Apply Conditional Formats to a Table
        • Manage Formats
        • Control the Display of the Total Row
      • About the Table Column Header Tab
        • About Grouping
        • Example: Group Left
        • Apply Subtotals
        • Example: Group Above
      • About the Column Tab
        • About the Data Formatting Options for Columns
        • Apply Formatting to Numeric Data Columns
        • Apply Formatting to Date Type Data Columns
        • Custom and Dynamic Formatting Masks
        • About the Formula Option
        • About the Sort Option
        • Remove a Sort Order
      • About the Total Cell Tab
        • Apply Data Formatting to a Total Cell
        • Apply a Formula
      • Insert Dynamic Hyperlinks
      • Apply Custom Data Formatting
    • About Charts
      • Insert a Chart
        • About the Chart Tab
        • Apply and Manage Filters
        • Convert a Chart to a Pivot Table
      • Change the Formula Applied to a Chart Measure Field
      • Sort a Chart Field
      • Use Advanced Chart Features
        • Format Time Series Axis
        • Hide Axis Option
        • Format Independent Axis
        • Scale Axis
        • Format Pie Slice
    • About Gauge Charts
      • Insert a Gauge Chart
      • Apply and Manage Filters
    • About Pivot Tables
      • Insert a Pivot Table
      • Customize a Pivot Table Menu
      • About the Pivot Table Tab
        • Apply Filters
        • Customize the Display of Totals
        • Convert a Pivot Table to a Chart
        • Switch Rows and Columns
      • Customize the Pivot Table Headers
      • Customize the Pivot Table Data
    • About Text Items
      • Display a Data Field Side-by-Side with a Text Item
      • About the Text Toolbar
        • Edit Font Properties
        • Insert Page Numbers
        • Insert the Date and Time
        • Insert a Hyperlink
    • About Images
    • About Lists
      • Insert a List
      • Customize a List
        • Customize the Font Style and the Selected Font Style Commands
        • Customize Behavior of Selected Items
    • Set Predefined or Custom Formulas
      • About the Predefined Formulas
      • Apply a Custom Formula
        • About the Basic Math Functions
        • About the Statistical Math Functions
      • Apply a Custom Formula: Examples
    • Save a Layout
  • 13 Create RTF Templates
    • Get Started
      • What Are RTF Templates?
      • Prerequisites for Designing Templates
      • What is XSLT Compatibility?
      • Key Concepts
      • Design the Template Layout
      • About Adding Publisher Code
    • Associate the XML Data to the Template Layout
      • Use an XML Input File
      • Identify Placeholders and Groups
      • Use Placeholders
      • Identify the Groups of Repeating Elements
    • Add Markup to the Template Layout
      • Create Placeholders
        • Use the Basic RTF Method
        • Use the Form Field Method
        • Complete the Example
    • Define Groups
      • Group Scenarios
      • Use the Basic RTF Method
      • Use the Form Field Method
      • Complete the Example
    • Define Headers and Footers
      • Native Support for Headers and Footers
      • Insert Placeholders in the Headers and Footers
      • Create Multiple or Complex Headers and Footers
      • Define Different First Page and Different Odd and Even Pages
    • Insert Images and Charts
      • Directly Insert Images
      • Insert Images with URL References
      • Insert Images with an Element Reference from an XML File
      • Render an Image Retrieved from BLOB Data
      • Add Charts to Templates
        • Add a Sample Chart
        • Insert the Dummy Image
        • Add Code to the Alternative Text Box
        • Add Chart Samples
        • Horizontal Bar Chart Sample
        • Change the Appearance of the Chart
    • Add Drawings, Shapes, and Clip Art
      • Add Freehand Drawings
      • Add Hyperlinks
      • Layer Shapes
      • Use 3-D Effects
      • Add Microsoft Equations
      • Add Organization Charts
      • Add WordArt
      • Add Data-Driven Shapes
      • Include Manipulation Commands
      • Replicate Shapes
      • Add Text to Shapes
      • Add Text Along a Path
      • Move a Shape
      • Rotate a Shape
      • Skew a Shape
      • Change the Size of Shapes
      • Combine Commands
      • CD Ratings Example
      • Grouped Shape Example
    • Supported Formatting Features of Microsoft Word
      • General Features of Microsoft Word
      • Align Objects
      • Insert Tables
      • Insert Date Fields
      • Insert Multiple Columns on Pages
      • Insert Backgrounds and Watermarks
        • Add a Background Using Microsoft Word 2000
        • Add a Text or Image Watermark Using Microsoft Word 2002 or later
      • Microsoft Word Features That Are Not Supported
    • Template Features
      • Insert Page Breaks
      • Insert an Initial Page Number
      • Specify Last Page Only Content
      • End on Even or Odd Pages
      • Skip Pages and Page Numbers
      • Insert Hyperlinks
        • Insert Internal Links
      • Include a Table of Contents
      • Generate Bookmarks in PDF Output
      • Insert Check Boxes
      • Insert Drop-Down Lists
      • Repeat Row Headers After Page Break
    • Use Conditional Formatting
      • Use If Statements
      • Use If Statements in Boilerplate Text
      • Use If-Then-Else Statements
      • Insert Choose Statements
        • Conditional Formatting Example
      • Format Columns
      • Format Rows
      • Highlight Cells
    • Insert Page-Level Calculations
      • Display Page Totals
      • Insert Brought Forward and Carried Forward Totals
      • Insert Running Totals
    • Handle Data
      • Sort Data
      • Check for Null Values
      • Regroup the XML Data
        • XML Sample
        • Regroup Syntax
        • Template Example
        • Regroup by an Expression
    • Set Variables, Parameters, and Properties
      • Set Variables
      • Set Parameters
      • Set Properties
    • Use Advanced Report Layouts
      • Create Batch Reports
      • Handle No Data Found Conditions
      • Insert Pivot Tables
      • Construct Dynamic Data Columns
        • Define Columns to Repeat Across Pages
        • Example of Dynamic Data Columns
    • Format Numbers, Dates, and Currencies
      • Format Numbers
      • Data Source Requirements
      • Localization Considerations
      • Use the Microsoft Number Format Mask
      • Supported Microsoft Format Mask Definitions
      • Use the Oracle Format Mask
      • Format Dates
      • Data Source Requirements
      • Use the Microsoft Date Format Mask
      • Use the Oracle Format Mask
      • Default Format Mask
      • Oracle Abstract Format Masks
      • Display the System Date (sysdate) in Reports
      • Format Currencies
      • Apply a Currency Format to a Field
      • Example: Display Multiple Currency Formats in a Report
      • Example: Display Multiple Currency Codes in a Single Report
    • Support Calendars and Time Zones
      • Calendar Specification
      • Specify Time Zone
      • Specify No Time Zone Conversion
    • Use External Fonts
      • Use the Barcode Fonts Shipped with Publisher
      • Implement Custom Barcode Formats
        • Register the Barcode Encoding Class
        • Encode the Data
    • Control the Placement of Instructions Using the Context Commands
    • Use XPath Commands
      • Locate Data
      • Start Reference
      • Specify Context and Parents
    • Declare Namespaces
    • Use FO Elements and XSL Elements
      • Use FO Elements
      • Use XSL Elements
        • Apply a Template Rule
        • Copy the Current Node
        • Call a Named Template
        • Declare a Template
        • Declare a Variable
        • Import a Style Sheet
        • Define the Root Element of the Style Sheet
        • Format Native XSL Numbers
    • Guidelines for Designing RTF Templates for Microsoft PowerPoint Output
    • Guidelines for Designing RTF Templates for Microsoft Excel 2007 Output
      • Create Multiple Sheets
      • Specify a Sheet Name
      • Specify Number and Date Formatting
    • Render HTML Formatted Data in a Report
      • Supported HTML Features
      • Data Model Requirements
      • RTF Template Requirements
      • Example
    • Embed PCL Commands for Check Printing
      • Procedure Overview
      • Embed PCL Commands in RTF Templates
      • Specifications and Restrictions
    • 2D Barcode Functions
  • 14 Create RTF Templates Using the Template Builder for Word
    • Overview
      • Before You Get Started
      • Prerequisites and Limitations
    • Get Started Using the Template Builder
      • Features of the Publisher Template Builder for Word
      • Build and Upload a Template
        • Work in Connected Mode
        • Work in Disconnected Mode
    • Access Data for Building Templates
      • Load XML Data from a Local File
      • Load Data from the Publisher Catalog
    • Insert Components to the Template
      • Insert a Field
        • About the Insert Field Dialog
        • Find
        • Example
        • Force LTR (Left-to-Right) Direction
        • Calculation
      • Insert a Table Using the Table Wizard
        • Step 1: Select Report Format
        • Step 2: Select Table Data
        • Step 3: Select Data Fields
        • Step 4: Group the Table
        • Step 5: Insert a Break for the Group
        • Step 6: Sort the Table
        • Step 7: Click Finish
        • Step 8: Customize the Table Using Microsoft Word Functionality
      • Insert a Table or Form Using the Insert Table/Form Dialog
        • Select Data Fields
        • Define the Layout
        • Data Field Properties
        • Data Group Properties
        • Insert Tables and Forms
        • Group Nodes
        • Understand the Fields Inserted to the Template
      • Insert a Chart
        • Chart Type
        • Values
        • Aggregation
        • Labels
        • Color
        • Chart is Inside Group
        • Style
        • Properties
        • Preview
        • Group Data
        • Edit an Inserted Chart
      • Insert a Repeating Group
      • Create Grouping Fields Around an Existing Block
      • Insert a Pivot Table
      • Manually Edit a Pivot Table
        • Insert a Pivot Table in a Repeating Group
      • Insert and Edit Conditional Regions
      • Insert Conditional Formatting
    • Preview a Template
    • Template Editing Tools
      • Edit and View Field Properties
        • About the Properties Tab
        • About the Advanced Tab
        • About the Word Properties Button
      • Validate a Template
      • Use the Field Browser
      • Check Accessibility
    • Upload a Template to Publisher
    • Use the Template Builder Translation Tools
      • About Translations
      • Extract Text to an XLIFF File for Translation
      • Preview the Template and Translation File
      • Localize a Template
    • Set Options for the Template Builder
      • Set UI Options
      • Set Preview Options
      • Set Build Options
      • Set Connection Options
    • Set Up a Configuration File
    • Publisher Menu Reference
      • About the Online Group
      • About the Load Data Group
      • About the Insert Group
      • About the Preview Group
      • About the Tools Group
      • About the Options Group
  • 15 Create Excel Templates
    • Introduction to Excel Templates
      • Features of Excel Templates
      • Limitations of Excel Templates
      • Prerequisites
      • Supported Output
      • Desktop Tools for Excel Templates
        • Install the Template Builder for Excel
      • Sample Excel Templates
    • Understand the Mappings Between Template and Data
    • Use the Template Builder for Excel
      • Work in Connected Mode
        • Log In Through the Template Builder
        • Online Features of the Template Builder
          • Access the Publisher Catalog from the Template Builder
        • Upload Templates from the Template Builder
      • Work in Disconnected Mode
        • Obtain Sample Data
        • Load Sample Data in Disconnected Mode
        • Upload Templates to the Report
      • Insert Fields
        • More Features of the Field Dialog
      • Insert Repeating Groups
      • Use the Field Browser to View, Edit, and Delete Fields
      • Preview Templates
      • Import Excel Analyzer Templates
    • Build a Basic Template Using the Template Builder
      • Step 1: Load Sample Data to the Template Builder
      • Step 2: Design the Layout in Excel
      • Step 3: Use the Template Builder to Insert Fields
      • Step 4: Use the Template Builder to Insert Repeating Groups
      • Step 5: Insert the Calculated Salary Field
      • Step 6: Test the Template
    • Format Dates
    • Understand Excel Template
      • Map Data Fields and Groups
      • Use Excel Defined Names for Mapping
      • Use "XDO_" Prefix to Create Defined Names
      • Use Native Excel Functions with the "XDO_" Defined Names
      • About the XDO_METADATA Sheet
        • Create the XDO_METADATA Sheet
        • Format of the XDO_METADATA Sheet
        • Hide the XDO_METADATA Sheet
      • Enable Excel Template Scalability
        • Enable Excel Template Scalability at the Template Level
        • Enable Excel Template Scalability at the System Level
        • Enable Excel Template Scalability at the Report Level
    • Use Advanced Publisher Functions
      • Reporting Functions
        • Split Data from Reports into Multiple Sheets
        • Declare and Pass Parameters
        • Define a Link
        • Import and Call a Subtemplate
        • Reference Java Extension Libraries
      • Format Functions That Rely on Specific Data Attribute Values
        • Define Border and Underline Styles
        • Skip a Row
      • Group Functions
        • Group Data
        • Handle the Generated XDO Define Names in Nested Groups
        • Regroup the Data
    • Preprocess the Data Using an XSL Transformation (XSLT) File
      • XSLT Preprocessing Examples: Split Flat Data into Multiple Sheets
        • Split the Data by a Specific Field
        • Split the Data by Count of Rows
  • 16 Create PDF Templates
    • Overview
    • Requirements
    • Design the Template
    • Add Markup to the Template
    • Create a Placeholder
      • Name the Placeholder
      • Create a Text Placeholder
      • Supported Field Properties Options
      • Create a Check Box
      • Create a Radio Button Group
    • Define Groups of Repeating Fields
    • Repeat a PDF Template by Using the document-repeat-elementname Form Field
    • Add Page Numbers and Breaks
      • Add Page Numbers
      • Add Page Breaks
    • Perform Calculations
    • Completed PDF Layout Example
    • Runtime Behavior
      • Placement of Repeating Fields
      • Set Fields as Updatable or Read Only
      • Overflow Data
    • Create a Layout from a Predefined PDF Form
      • Determine If a PDF Has Form Fields Defined
      • Use a Predefined PDF Form as a Layout by Renaming the Form Fields
      • Use the Comb of Characters Option
    • Add or Designate a Field for a Digital Signature
      • About Signature Field Options
      • Add a Signature Field
      • Configure the Report to Insert the Digital Signature at Runtime
    • PDF Template Limitations
  • 17 Create eText Templates
    • Overview
      • Prerequisites
    • Structure of eText Templates
      • Command Rows, Data Rows, and Data Column Header Rows
      • Data Column Header Rows
      • Data Rows
    • Construct the Data Tables
    • Command Rows
      • Level Command
      • New Record Command
      • Sort Ascending and Sort Descending Commands
      • Display Condition Command
    • Structure of the Data Rows
      • Position
      • Length/Maximum Length
      • Format Column
      • Number Data Type
      • Date Data Type
      • Map EDI Delimiter-Based Data Types to eText Data Types
      • Pad
      • Data
      • Tag
      • Comments
    • Set Up Command Tables
      • TEMPLATE TYPE Command
      • DEFINE LEVEL Command
      • DEFINE SEQUENCE Command
        • RESET AT LEVEL
        • INCREMENT BASIS
        • MINIMUM
      • Define Concatenation Command
      • Base Level Subcommand
      • Element Subcommand
      • Delimiter Subcommand
      • Use the SUBSTR Function
      • Invalid Characters and Replacement Characters Commands
      • Output Character Set and New Record Character Commands
      • Output Length Mode
      • Number Thousands Separator and Number Decimal Separator
      • CASE CONVERSION
    • Create a Filler Block
    • Expressions, Control Structures, and Functions
      • Expressions
      • Control Structures
      • Functions
    • Identifiers, Operators, and Literals
      • Key Words
      • Command and Column Header Key Words
      • Command Parameter and Function Parameter Key Words
      • Field-Level Key Words
      • Expression Key Words
      • Operators
      • Reference to XML Extract Fields and XPATH Syntax
      • Notes on Viewing eText Output from a Browser
  • 18 Set Report Processing and Output Document Properties
    • Overview
    • PDF Output Properties
    • PDF Digital Signature Properties
    • PDF Accessibility Properties
    • PDF/A Output Properties
    • PDF/X Output Properties
    • DOCX Output Properties
    • RTF Output Properties
    • PPTX Output Properties
    • HTML Output Properties
    • FO Processing Properties
    • RTF Template Properties
    • XPT Template Properties
    • PDF Template Properties
    • Excel Template Properties
    • CSV Output Properties
    • Excel 2007 Output Properties
    • EText Output Properties
    • All Outputs Properties
    • Define Font Mappings
      • Make Fonts Available to Publisher
      • Set Font Mapping at the Site Level or Report Level
      • Create a Font Mapping
      • Publisher's Predefined Fonts
        • Included Barcode Fonts
• Part III Create Style Templates and Subtemplates
  • 19 Create and Implement Style Templates
    • Understand Style Templates
      • About Styles Defined in the Style Template
      • Style Template Process
    • Create a Style Template RTF File
      • Define Styles for Paragraphs and Headings
      • Define Styles for Tables
      • Define a Header and Footer
    • Upload a Style Template File to the Catalog
    • Assign a Style Template to a Report Layout
    • Update a Style Template
    • Add Translations to a Style Template Definition
  • 20 Understand Subtemplates
    • What is a Subtemplate?
      • About RTF Subtemplates
      • About XSL Subtemplates
    • Supported Locations for Subtemplates
    • Test Subtemplates from the Desktop
    • Upload a Subtemplate
    • Call a Subtemplate from an External Source
      • Import a Subtemplate Outside the Catalog over HTTP or FTP
      • Import Subtemplates Outside the Catalog on the Same Server
      • Required Settings To Run Sub Templates Stored Outside the Catalog
  • 21 Design RTF Subtemplates
    • Understand RTF Subtemplates
    • Process Overview for Creating and Implementing RTF Sub Templates
    • Create an RTF Subtemplate File
    • Call a Subtemplate from a Main Template
      • Import the Subtemplate to the Main Template
      • Call the Subtemplate to Render Its Contents
      • Import a Localized Subtemplate
      • Example
    • When to Use RTF Subtemplates
      • Reuse a Common Layout
      • Conditionally Display a Layout Based on a Value in the Data
        • Example
      • Conditionally Display a Layout Based on a Parameter Value
        • Example
        • Handle Simple Calculations or Repeating Formulae
        • Example
    • Add Translations to an RTF Subtemplate
  • 22 Design XSL Subtemplates
    • Understand XSL Subtemplates
      • Where to Put XSL Code in the RTF Main Template
    • Process Overview for Creating and Implementing XSL Sub Templates
    • Create an XSL Subtemplate File
    • Call an XSL Subtemplate from the Main Template
      • Import the Subtemplate
      • Call the Subtemplate
      • Pass Parameters to an XSL Subtemplate
    • Create the Sub Template Object in the Catalog
    • Example Uses of XSL Subtemplates
      • Handle XML Data with HTML Formatting
      • Dynamically Apply Formatting to a Portion of Data
• Part IV Translate Objects in Pixel-Perfect Reports
  • 23 Translation Support Overview and Concepts
    • Translation Support Overview
      • What Is Catalog Translation?
      • What Is Template Translation?
      • About Supported Languages
    • Work with Translation Files
      • What Is an XLIFF?
      • Structure of the XLIFF File
        • Source-language and target-language Attributes
        • Embedded Data Fields
        • <source> and <target> Elements
    • Locale Selection Logic
  • 24 Translate Individual Templates
    • Overview
    • Types of Translations
    • Use the XLIFF Option
      • Generate the XLIFF from a Template
        • Generate the XLIFF from the Template Builder
        • Generate the XLIFF from the Layout Properties Page
      • Translate the XLIFF
      • Upload the Translated XLIFF to Publisher
    • Use the Localized Template Option
      • Design the Localized Template File
      • Upload the Localized Template to Publisher
  • 25 Translate Catalog Objects, Data Models, and Templates
    • Overview
    • What Can Be Translated?
      • About Source Language Limitations
    • Export the XLIFF File
    • Identify and Update the Object Tags
    • Import the XLIFF File
• Part V Reference Information
  • 26 Techniques for Handling Large Output Files
    • Reuse Static Content
      • What Is Static Content Reuse?
      • Limitations of this Feature
      • Define Reusable Content in an RTF Template
      • Example
    • Generate Zipped PDF Output
      • Limitations and Prerequisites
      • Design Time Considerations
      • Select the Output Type
    • Implement PDF Splitting for an RTF Template
      • Enter the Commands in an RTF Template
      • Example - split by each department
    • Implement PDF Splitting for a PDF Template
      • Enter the Commands in the PDF Template
  • 27 Extended Function Support in RTF Templates
    • Extended SQL and XSL Functions
      • Number-To-Word Conversion
    • XSL Equivalents
    • Use FO Elements
  • 28 Design Accessible Reports
    • Design for Accessibility
      • Obtain General Information
      • Avoid Common Misconceptions
      • Follow General Guidelines for Accessible Content
        • Color Selection
          • Use Color with Text
        • Color Contrast
        • Font Selection
      • Use the Template Builder to Verify Report Accessibility
    • Design Accessible Reports Using RTF Templates
      • Avoid Nested Tables or Separated Tables
        • Examples
          • Nested Tables
        • Table Headers Must Not Be Separated from the Table Body
      • Define a Document Title
      • Define Alternative Text for an Image
      • Define a Table Summary
      • Define a Table Column Header
      • Define a Table Row Header
      • Sample Supported Tables
      • Convert Charts to Tables
    • Design Accessible Reports Using Publisher Layouts
      • Define Document Titles
      • Define Alternative Text for Images
      • Define Summary Text for Tables
      • Define Table Row Headers
      • Define Text Header Levels
      • Define a Layout Table
  • 29 Supported XSL-FO Elements
    • Supported XSL-FO Elements
      • Property Groups Table
  • 30 Generate PDF/A and PDF/X Output
    • Generate PDF/A Output
      • Requirements and Limitations
      • Additional Resources
    • Generate PDF/X output
      • Prerequisites
      • Requirements and Limitations
      • Additional Resources
  • 31 Generate Accessible PDF Output
    • Configure Accessible PDF Output for Reports
  • 32 Generate CSV Output
    • Extract a Large Volume of Data
  • 33 PDF Version Support
    • About PDF Version Support
    • Supported Utilities
    • Limitations
      • Limitations That Apply to All PDF Utilities
      • FormProcessor Limitations
      • PDFDocMerger and PDFBookBinder Limitations
      • PDFSignature Limitations
  • 34 Test Templates with Template Viewer
    • About Template Viewer
    • Debug Templates
      • Generate Reports in PDF/A, PDF/X, and PDF/UA Formats
        • Set the Font Directory
        • Add Key and Value Pairs for PDF/A Output
        • Add the Optional Property Settings for PDF/A and PDF/X Outputs
    • Monitor Memory Usage
    • Profile XSLT
    • Validate XML Documents
    • Test Fonts