Table of Contents
- Title and Copyright Information
- Preface
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Part I Model Data for Pixel-Perfect Reports
- 1 Use the Data Model Editor
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2
Create Datasets
- Create a Dataset
- Create Datasets Using SQL Queries
- Create a Data Set Using an LDAP Query
- Create a Dataset Using a MDX Query Against an OLAP Data Source
- Create a Dataset Using an Analysis
- Use Self-Service Analytics
- Create a Data Set Using a View Object
- Create a Dataset Using a Web Service
- Create a Dataset Using a XML File
- Create a Dataset Using a Content Server
- Create a Dataset Using a Microsoft Excel File
- Create a Dataset Using a CSV File
- Create a Dataset from an HTTP XML Feed
- Use Data Stored as a Character Large Object (CLOB) in a Data Model
- Test Data Models and Generate Sample Data
- Edit Dataset
- Include User Information Stored in System Variables in Your Report Data
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3
Structure Data
- Work with Data Models
- Create Links Between Datasets
- Create Element-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
- Perform Global-Level Functions
- Use the Structure View to Edit Your Data Structure
- Function Reference
- 4 Add Parameters and Lists of Values
- 5 Add Event Triggers
- 6 Add Flexfields
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7
Add Bursting Definitions
- About Bursting
- What is the Bursting Definition?
- Prerequisites for Configuring Bursting
- Add a Bursting Definition to Your Data Model with a SQL Query
- Use a Visualized Dataset to Add a Bursting Definition to Your Data Model
- 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 Dataset
- 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
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9
Performance Best Practices
- Know Oracle WebLogic Server Default Time Out Setting
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Best Practices for SQL Datasets
- 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 Datasets
- Avoid Nested Datasets
- 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
- Tune SQL Query
- Validate Data Models
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Part II Create Pixel-Perfect Reports and Layouts
- 10 Introduction to Designing Reports
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11
Create and Edit Reports
- About Report Components
- Create Reports: Process Overview
- Create Reports
- Create Reports Using a Direct Connection to a Subject Area
- Edit Reports
- Add Layouts to the Report Definition
- Configure Layouts Using the List View
- Configure Parameter Settings for the Report
- Configure Report Properties
- Access Reports via a URL
- About the Layout Editor Interface
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12
Create Publisher Layout Templates
- Overview of Publisher Layouts
- Launch the Layout Editor
- Page Layout Tab
- Insert Layout Components
- Insert Layout Grids
- About Repeating Sections
- About Data Tables
- About Charts
- About Gauge Charts
- About Pivot Tables
- About Text Items
- About Images
- About Lists
- Set Predefined or Custom Formulas
- Save a Layout
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13
Create RTF Templates
- Get Started
- Associate the XML Data to the Template Layout
- Add Markup to the Template Layout
- Define Groups
- Create a Data Set Using a View Object
- Define Headers and Footers
- Insert Images and Charts
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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
- Template Features
- Use Conditional Formatting
- Insert Page-Level Calculations
- Handle Data
- Set Variables, Parameters, and Properties
- Use Advanced Report Layouts
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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
- Use External Fonts
- Control the Placement of Instructions Using the Context Commands
- Use XPath Commands
- Declare Namespaces
- Use FO Elements and XSL Elements
- Guidelines for Designing RTF Templates for Microsoft PowerPoint Output
- Guidelines for Designing RTF Templates for Microsoft Excel 2007 Output
- Render HTML Formatted Data in a Report
- Embed PCL Commands for Check Printing
- 2D Barcode Functions
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14
Create RTF Templates Using the Template Builder for Word
- Overview
- Get Started Using the Template Builder
- Access Data for Building Templates
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Insert Components to the Template
- Insert a Field
- Insert a Table Using the Table Wizard
- Insert a Table or Form Using the Insert Table/Form Dialog
- Insert a Chart
- Insert a Repeating Group
- Create Grouping Fields Around an Existing Block
- Insert a Pivot Table
- Manually Edit a Pivot Table
- Insert and Edit Conditional Regions
- Insert Conditional Formatting
- Preview a Template
- Template Editing Tools
- Upload a Template to Publisher
- Use the Template Builder Translation Tools
- Set Options for the Template Builder
- Set Up a Configuration File
- Publisher Menu Reference
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15
Create Excel Templates
- Introduction to Excel Templates
- Understand the Mappings Between Template and Data
- Use the Template Builder for Excel
- Build a Basic Template Using the Template Builder
- Format Dates
- Understand Excel Template
- Use Advanced Publisher Functions
- Preprocess the Data Using an XSL Transformation (XSLT) File
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16
Create PDF Templates
- Overview
- Requirements
- Design the Template
- Add Markup to the Template
- Create a Placeholder
- Define Groups of Repeating Fields
- Repeat a PDF Template by Using the document-repeat-elementname Form Field
- Add Page Numbers and Breaks
- Perform Calculations
- Completed PDF Layout Example
- Runtime Behavior
- Create a Layout from a Predefined PDF Form
- Add or Designate a Field for a Digital Signature
- PDF Template Limitations
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17
Create eText Templates
- Overview
- Structure of eText Templates
- Construct the Data Tables
- Command Rows
- Structure of the Data Rows
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Set Up Command Tables
- TEMPLATE TYPE Command
- DEFINE LEVEL Command
- DEFINE SEQUENCE Command
- 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
- Identifiers, Operators, and Literals
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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 Output Properties
- EText Output Properties
- All Outputs Properties
- Define Font Mappings
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Part III Create Style Templates and Subtemplates
- 19 Create and Implement Style Templates
- 20 Understand Subtemplates
- 21 Design RTF Subtemplates
- 22 Design XSL Subtemplates
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Part IV Translate Objects in Pixel-Perfect Reports
- 23 Translation Support Overview and Concepts
- 24 Translate Individual Templates
- 25 Translate Catalog Objects, Data Models, and Templates
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Part V Reference Information
- 26 Techniques for Handling Large Output Files
- 27 Extended Function Support in RTF Templates
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28
Design Accessible Reports
- Design for Accessibility
- Design Accessible Reports Using RTF Templates
- Design Accessible Reports Using Publisher Layouts
- 29 Supported XSL-FO Elements
- 30 Generate PDF/A and PDF/X Output
- 31 Generate Accessible PDF Output
- 32 Generate CSV Output
- 33 PDF Version Support
- 34 Test Templates with Template Viewer
- 35 Frequently Asked Questions for Publisher Data Models and Reports