You are on page 1of 26

03 Introduction to Oracle BI Publisher Desktop

Table of Contents
11i Oracle XML Publisher Fundamentals: Introduction to Oracle BI Publisher Desktop
!
Installin" and Openin" #ord 3
Basic $emplate %
Loadin" the &ample XML Data '
Loadin" (omplete )
&ettin" the *ddress )
(hoosin" the *ddress Fields +
&ettin" the Other &imple Fields +
Pre,ie-in" .our Pro"ress 10
Insertin" a $able 11
&ettin" Instruction Pre/erences 11
&ettin" Instruction Pre/erences 1!
(reatin" the $able 13
0nd 1esult 1)
(han"in" Field Properties 12
Pre,ie- .our Pro"ress 1+
(reatin" a (hart !0
Placeholder !3
Pre,ie-in" .our Pro"ress !%
&tudent Lab !'
1
11i Oracle XML Publisher Fundamentals: Introduction to
Oracle BI Publisher Deskto
Oracle BI Publisher Deskto is an e!tension to Microsoft "ord #$%%% or
later& that simli'es rich te!t format #(TF& creation) Oracle BI Publisher
Deskto allo*s the follo*in+ functions:
Insert data 'elds)
Insert data,dri-en tables)
Insert data,dri-en forms)
Insert data,dri-en charts)
Pre-ie* .our temlate *ith samle XML data)
Bro*se and udate the content of form 'elds)
/!tract boilerlate te!t into an XLIFF translation 'le and test
translations)
"hat Is Oracle BI Publisher Deskto0
*ll o/ these steps3 and man4 others3 can be per/ormed manuall4 Oracle BI Publisher
Desktop simpli5es the common tasks associated -ith creatin" an Oracle BI
Publisher 1$F template
!
Installin+ and Oenin+ "ord
Oen Microsoft "ord)
If Oracle BI Publisher Deskto *as roerl. installed1 .ou
should see the follo*in+ on .our menu bar)
Often1 .ou ha-e a startin+ temlate from *hich to be+in) For the sake of
an e!amle1 look at the follo*in+ temlate:
Balance Letter 2tart)rtf
2tartin+ the "alk,Throu+h
$he de/ault location /or student sample 5les is:
D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples
From that director43 there are three subdirectories:
e$e7t templates
PDF templates
1$F templates
$he 5les used in this demonstration and its associated lab are kept in the 1$F
templates subdirector4 &peci5call43 the 5les are located as /ollo-s:
D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples61$F templates6Balance
Letter
3
Basic Temlate
Basic Temlate
8othin" about this template is uni9ue to Oracle BI Publisher .ou could :ust ha,e
easil4 started /rom a blank document .ou :ust sa,ed some t4pin"
%
Loadin+ the 2amle XML Data
From the Data menu1 select Load XML Data)
3ou are +oin+ to load Balance)!ml)
8ote: .ou must lea,e the template open as 4ou load the XML data
'
Open the Balance)!ml 5le as 4our XML sample data
;
Loadin+ Comlete
If .ou successfull. loaded the samle XML Data1 .ou see the follo*in+:
2ettin+ the 4ddress
Position the cursor in the "ord document *here .ou *ant to
insert the address)
From the Insert menu1 select Field)
)
2ettin+ the 4ddress
5ote: $hrou"hout the startin" document3 4ou -ill see se,eral placeholders such as
the /ollo-in":
<I8&01$ *DD10&& =010>
.ou must remo,e these placeholders3 and replace them -ith the appropriate 5elds
5ote: .ou -ill also ha,e to ad:ust the position o/ the cursor3 t4picall4 b4 pressin"
the 0nter ke43 -hen insertin" 5elds I/ 4ou do not3 all the 5elds -ill appear on the
same line
2
Choosin+ the 4ddress Fields
2elect 6C72TOM/(854M/9 and then click Insert)
In the same *a.1 click Insert after selectin+ the follo*in+:
64DD(/228LI5/819
64DD(/228LI5/8$9
64DD(/228LI5/8:9
64DD(/228LI5/8;9
6CIT39
62T4T/9
6<IP9
2ettin+ the Other 2imle Fields
2et the other simle 'elds on the (TF temlate as follo*s:
+
6428OF8D4T/9 for 6I52/(T 42 OF D4T/ =/(/9
6T(X8C7((/5C38COD/9 for 6I52/(T C7((/5C3 =/(/9
6C8I5>8OP/58B4L45C/9 for 6I52/(T C7((/5C3 B4L45C/
=/(/9
5ote: 4t this oint1 .ou should insert 'elds onl. for uni?ue data 'elds) 3ou
*ill handle the data table in the ne!t section)
Pre-ie*in+ 3our Pro+ress
2a-e .our *ork as Balance Letter /nd)rtf)
From the Pre-ie* menu1 select .our format:
PDF to see the document in 4crobat (eader
=TML to see the document in .our bro*ser
(TF to see the document in Microsoft "ord
/XC/L to see the document in Microsoft /!cel
5ote: The re-ie* should sho* >ision Oerations *ith a C4D #Canadian
dollar& balance of :11@%%)
#hen 4ou sa,e 4our -ork3 be certain to do a &a,e *s instead o/ :ust &a,e
(*D -ill sho- up in these reports (*D is the currenc4 code /or (anadian dollars
10
Insertin+ a Table
Oracle BI Publisher Deskto oAers a function that +enerates a table for
.ou)
Oracle BI Publisher Deskto can build the table usin+ 4bbre-iated or
Descriti-e instructions) 4bbre-iated instructions make the temlate
easier to read) Descriti-e ones make the temlate easier to understand)
The follo*in+ demo uses Descriti-e instructions)
2ettin+ Instruction Preferences
From the Tools menu1 choose Otions)
11
2elect the Build tab)
2elect Descriti-e as sho*n)
Click OB to 'nish)
1!
Creatin+ the Table
The document should include a table of all in-oices1 at the lace in the 'le
labeled 6I52/(T T4BL/ OF I5>OIC/2 =/(/9 that are not or onl. artiall.
aid) From the Insert menu1 select TableCForm to oen the TableCForm
dialo+ bo!)
5ote: #hen 4ou create the table usin" Insert > $able > *d,anced3 4ou -ill not be
able to properl4 create the table usin" the $able #i?ard
In the Data 2ource #left& anel1 choose the 6D8I5>OIC/29
element b. dra++in+ it to the Temlate #center& anel)
"hen the dialo+ bo! aears1 choose Dro 4ll 5odes)
13
Delete all the items in the Temlate #center& anel1 e!cet:
6T(X857MB/(9
6T(4524CTIO58D4T/9
6T(45284MO75T9
6T(45284MO75T8(/M4I5I5D9
1%
Creatin+ the Table
.ou should click a"ain on the @ In,oices element in the center ,ie- $he Properties
re"ion on the ri"ht sho-s ho- the data 5elds -ill be /ormatted .ou should see the
in/ormation displa4ed in the slide
For each "roup 4ou can set the /ollo-in" properties that describe ho- a "roup Asuch
as @ In,oicesB should be rendered b4 the Oracle BI Publisher Desktop:
&t4le: &elect $able to create a table around the data 5elds
@roupin": @roupin" is an ad,anced operation that allo-s 4ou to
reC"roup the data D /or e7ample b4 transaction date instead o/
currenc4 .ou can select the element that the data should be
"rouped b4 /or this propert4 1e/er to the Oracle BI Publisher
Users Guide /or additional in/ormation on "roupin"
&ho- @roupin" Ealue: $his propert4 -ill onl4 be sho-n i/ 4ou
ha,e selected a node created b4 the @roupin" /unctionalit4 .ou
can choose /or a "roup i/ the Data Field node used as a "roupin"
criterion is sho-n in the table or /orm
&ort B4: .ou can select an element b4 -hich the data "roups are
sorted
&ort Order: I/ 4ou ha,e selected an element /or &ort B4 4ou can
select3 i/ the data should be sorted either ascendin" or
descendin"
1'
&ort Data $4pe: I/ 4ou ha,e selected an element /or &ort B4 the
data is b4 de/ault sorted as $e7t $hat means that 1! -ill be
sho-n a/ter 111 I/ 4ou need to sort numbers 4ou should select
8umber as the sort data t4pe
Break: $his propert4 allo-s 4ou to insert a pa"e break or a
section break bet-een e,er4 data "roup I/ nothin" is select3
then the data "roups -ill be sho-n continuousl4 -ith no break
I/ 4ou select 8e- Pa"e per 0lement3 then a pa"e break -ill be
inserted bet-een each element I/ 4ou select 8e- &ection per
0lement3 a section break -ill be created /or each data "roup *
section break allo-s chan"in" the headerF/ooter and resets the
pa"e number .ou -ill t4picall4 use this option3 i/ 4ou -ant to
print multiple documents A/or e7ample in,oices or purchase
ordersB to a sin"le PDF 5le
$he order in -hich the data elements are sho-n reGects the
order o/ the columns in the table I/ 4ou -ant to reorder the
columns 4ou need to chan"e the Insert Position bo7 /rom (hild
to &ame Le,el $hen dra" the elements into the correct order
(lick the OH button to create the table &ee the ne7t slide /or an e7ample o/ the
inserted table
1;
/nd (esult
.our resultin" table should look as /ollo-s:
$he Oracle BI Publisher Desktop creates t-o kinds o/ /orm 5elds:
Form 5elds representin" data elements
Form 5elds -ith processin" instructions /or repeatin" table ro-s
or document section
Form 5elds representin" data elements are replaced -ith the data -hen the
template is processed $he I/orCeach @JI8EOI(0&K and Iend @JI8EOI(0&K /orm
5elds indicate a repeatin" section $he section o/ the document encapsulated b4
these t-o /orm 5elds is repeated3 i/ the associated data element @JI8EOI(0 is /ound
repetiti,el4 in the data 1e/er to the Oracle BI Publisher Users Guide /or additional
in/ormation about /orm 5elds
.ou can no- /ormat these elements in Microso/t #ord and add additional te7t .ou
can also mo,e 5elds around as lon" as 4ou keep them in the surroundin" /orCeach
@JI8EOI(0& and end @JI8EOI(0& processin" instruction I/ 4ou remo,e one o/ these
processin" instructions 4our template ma4 not -ork an4more -ith Oracle BI
Publisher
.ou no- can pre,ie- the template a"ain to re,ie- 4our current template Asee
abo,eB .ou probabl4 -ould like to chan"e the ali"nment o/ the table columns or
chan"e the data t4pe and /ormat /or the amounts For e7ample3 select the
$1*8&J*MOL8$ 5eld3 ri"htCclick and select Properties to see the $e7t Form Field
Options dialo" bo7
1)
Chan+in+ Field Proerties
2elect the T(45284MO75T 'eld1 ri+ht,click and select
Proerties to see the Te!t Form Field Otions dialo+ bo!)
Chan+in+ Field Proerties
.ou ma4 select 8umber in the $4pe 5eld3 M3MM000 /or 8umber /ormat and enter
1300000 as the De/ault 8umber to achie,e a more desirable /ormat /or currencies
in L& Dollar It is recommended not to use currenc4 si"ns such as N in the /ormat
strin"3 because it ma4 lead to diOculties in supportin" multiple lan"ua"es -ith a
sin"le template
Formattin" options de5ned in this dialo" bo7 are understood b4 Oracle BI Publisher
and used to /ormat 4our 5elds $r4 to modi/4 the template to "et an idea -hich #ord
/unctions are supported b4 Oracle BI Publisher ''
12
Pre-ie* 3our Pro+ress
Be/ore 4ou pre,ie- 4ou -ork3 be certain to sa,e it as Balance Letter 0ndrt/
1+
Creatin+ a Chart
Oen (etails 2ales 2tart)rtf)
From the Insert menu1 select Chart)
On the left tree anel1 select the (o* element)
2elect Industr. for Drouin+)
2elect 2um of 2ales for Measure)
2elect Pie Chart as the T.e)
Click OB)
Look at the laceholder)
2a-e the reort as (etail 2ales /nd)rtf)
Pre-ie* .our reort)
Creatin+ a Chart
$he data used /or creatin" the open balance letter is not -ell suited to create a
chart $here/ore3 close the Balance Letter 5le Open the /ollo-in" 5le:
D:6Pro"ram Files6Oracle6XML Publisher Desktop6samples61$F templates6&ales
1eport61etail &ales &tartrt/
Load the 1etail&ales7ml 5le in the D:EPro+ram FilesEOracleEXML Publisher
DesktoEsamlesE(TF temlatesE2ales (eort /older b4 selectin" Load XML
Data /rom the Data menu $his data contains retail sales data /or diPerent
industries .ou -ill create a chart that sho-s the sales per industr4 Oracle BI
Publisher does not support nati,e Microso/t #ord (harts .ou need to create charts
usin" the Oracle BI Publisher Desktop
!0
&elect $4pe Q Pie (hart
!1
&elect @roup Q 1O#FI8DL&$1.
&elect Measure Q sum o/ 1O#F&*L0&
!!
Placeholder
!3
Pre-ie*in+ 3our Pro+ress
!%
2tudent Lab
(e,create both the reort and the chart for .ourself)
Follo* the same stes on .our PC)
2tudent Lab:
1) Open Microso/t #ord
$) Open the 5le D:EPro+ram FilesEOracleEXML Publisher
DesktoEsamlesE(TF temlatesEBalance LetterEBalance Letter
2tart)rtf
:) Load the XML sample data AD:EPro+ram FilesEOracleEXML Publisher
DesktoEsamlesE(TF temlatesEBalance LetterEBalance)!mlB
;) 1eplace the <I8&01$ *DD10& =010> marker -ith the 5elds
<(L&$OM01J8*M0>3 <*DD10&&JLI80J1>3 <*DD10&&JLI80J!>3
<*DD10&&JLI80J3>3 <*DD10&&JLI80J%>3 <(I$.>3 <&$*$0>3 and
<RIP> Format into an appropriate address block
@) 1eplace the <I8&01$ *& OF D*$0 =010> marker -ith the
<*&JOFJD*$0> 5eld
F) 1eplace the <I8&01$J(L1108(.J=010> marker -ith the
<$1XJ(L1108(.J(OD0> 5eld
G) 1eplace the <I8&01$ (L1108(. B*L*8(0 =010> marker -ith the
<(JI8EJOP08JB*L*8(0> 5eld
H) &a,e 4our pro"ress as Balance Letter /nd)rtf
I) Pre,ie- 4our pro"ress in the /ormat APDF3 =$ML3 1$F3 0X(0LB o/ 4our
choice
1%) &et the Tools 9 Otions 9 Build settin" to Descriti-e in the
For,each Form Field section
11) 1eplace the <I8&01$ $*BL0 OF I8EOI(0& =010> marker -ith a
table created ,ia $able > *d,anced $he table should ha,e the
<@JI8EOI(0&> "roup3 and the <$1XJ8LMB01>3
<$1*8&*($IO8JD*$0>3 <$1*8&J*MOL8$>3 and
<$1*8&J*MOL8$J10M*I8I8@> 5elds
1$) (han"e the properties o/ the T(45284MO75T 5eld to the
Default Te!t o/ 11%%%)%% and a Te!t Format o/ J1JJ%)%%
1:) &a,e 4our pro"ress as Balance Letter /nd)rtf
1;) Pre,ie- 4our pro"ress in the /ormat APDF3 =$ML3 1$F3 0X(0LB o/
4our choice
1@) (lose the 5le
1F) Open the 5le D:EPro+ram FilesEOracleEXML Publisher
DesktoEsamlesE(TF temlatesE2ales (eortE(etail 2ales
2tart)rtf
!'
1G) Load the XML sample data AD:EPro+ram FilesEOracleEXML
Publisher DesktoEsamlesE(TF temlatesE2ales
(eortsE(etail2ales)!mlB
1H) Insert a chart AI8&01$ > (=*1$B belo- the header
1I) &elect the 1O# element /rom the $ree pane
$%) &elect the I8DL&$1. /or "roupin"
$1) &elect &LM o/ &*L0& /or measure
$$) &elect the (hart $4pe a PI0 (=*1$
$:) (lick the OH button -hen complete
$;) &a,e 4our pro"ress as (etail 2ales /nd)rtf
$@) Pre,ie- 4our pro"ress in the /ormat APDF3 =$ML3 1$F3 0X(0LB o/
4our choice
!;

You might also like