Translate an Expense Report Template into Another Language

You can translate the BI Publisher expense report template from the default English language into another language.

These are the high-level steps:

1. Download the default Expense Report template.

2. Translate the template into a different language.

3. Upload the translated template.

4. Update the system options to use the translated template.

Before You Start

You need to download and install the Template Builder for Word, which is a BI Publisher add-on for Microsoft Word. Here's how you download and install the Template Builder for Word:

1. Sign into the Oracle Analytics Publisher server with the BI Administrator Role.

2. In the Get Started section of the Oracle Analytics home page, click the Download BI Publisher Desktop Tools link and select Template Builder For Word.

3. Click Downloads.

4. Select and install the version of Oracle BI Publisher Desktop.

Downloading the Expense Report Template

To download the Expense Report template, complete these steps:

1. Sign into the Oracle BI Publisher server with the BI Administrator role.

2. Select the Catalog menu.

3. In the Folders pane, expand Shared Folders > Financials.

4. Click Expenses.

5. Select the row for the Printable Expense Report Template.

6. In the Tasks section, click the Download link and save the FinExmReports.xdoz file to your computer.

7. Rename the downloaded FinExmReports.xdoz to change the extension from .xdoz to .zip.

8. Extract the contents of the FinExmReports.zip file.

9. From the extracted folder, copy the default template file, FinExmExpenseTemplate_en.rtf, to make a backup.

Translating the Template into a Different Language

To translate the default Expense Report template from English into a different language, follow these steps:

1. Rename the template file, FinExmExpenseTemplate_en.rtf, to use the two-letter code of the language into which you want to translate. For example, if you want to translate the English template into Spanish, you rename the template layout file to FinExmExpenseTemplate_es.rtf.

2. In Word, open the renamed layout file.

3. Open the BI Publisher tab and select Tools > Translation > Localize Template.

4. Click OK.

5. In the open dialog box, browse to the extracted FinExmReports folder.

6. Select the XLF file of the language into which you want to translate. For example, if you want to translate into Spanish, select the FinExmExpenseTemplate_es.xlf file.

7. Click Open. The layout file starts converting to the selected language.

8. After the translation is complete, save the translated Expense Report template layout file.

Uploading the Translated Expense Report Template

After you get the translated Expense Report template layout file, you need to upload it to BI Publisher. Here are the steps to upload the translated Expense Report template:

1. Sign into the Oracle BI Publisher server with the BI Administrator role.

2. Select the Catalog menu.

3. In the Folders pane, select Shared Folders > Custom > Financials.

4. Create an Expenses folder and select it.

5. Click the New icon and then click Report.

6. Close the Create Report dialog box.

7. In the Upload or Generate Layout section, click Upload.

8. In the Upload Template File dialog box, enter a layout name.

9. Browse and select the translated template file for the Template File field.

10. Select RTF Template as the type.

11. Select the translated language as the locale.

12. Click Upload. After the template file is uploaded, the layout you created is listed.

13. Click the Properties link for your layout.

14. Verify if the language to which you translated the template is set as default. Click Return.

15. Click the View a List link.

16. Ensure that only PDF is selected as the output format. Click Save As.

17. In the Save As dialog box, enter a name and description.

18. Click Save.

19. Sign out from Oracle BI Publisher.

Setting the System Options

After uploading the translated Expense Report template, you need to modify the system options to use the translated Expense Report template. To modify the system options, follow these steps:

1. Log in as application implementation consultant.

2. In the Setup and Maintenance work area, select:

   1. Offering: Financials

   2. Functional Area: Expenses

   3. Task: Manage Expenses System Options

3. On the Manage Expenses System Options page, select the BI template you uploaded in the Printable Expense Report Format list.

4. Click Save and Close.

Users can now print the Expense Report in the translated language.