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Oracle Corporation
Welcome toOracle BI Publisher
Template Builder for Word 10.1.3.3.0!
Introduction
The Template Builder is an extension to Microsoft Word that simplifies the development of RTF
templates. While the Template Builder is not required to create RTF templates, it provides many
functions that will increase your productivity.
The Template Builder is tightly integrated with Microsoft Word and allows you to perform the
following functions:
Insert data fields into your RTF templates
Insert data driven tables and crosstabs
Insert data driven charts
Preview and Validate RTF templates with sample XML data
Browse and update the content of form fields
Extract boilerplate text into an XLIFF translation file and test translations
This help document assumes a basic working knowledge of Oracle BI Publisher. Please refer to the
Oracle BI Publisher User’s Guide for additional information. This Template Builder version is based
on BI Publisher 10.1.3.3.0 and compatible with the XML Publisher 5.7 core libraries.
If the template builder is installed correctly, you should see the Oracle BI Publisher entry at the end
of the menu bar:
If you are new to Template Builder for Word, please skip the next sections and continue with the
Quick Tutorial.
What is new in Version 10.1.3.3?
Template Builder 10.1.3.3 provides the following new features:
Integration and Connectivity with Oracle Discoverer
Right-click menus for editing form fields easily
Additional chart types and sub types
Preview for PowerPoint output
What is new in Version 10.1.3.2?
Template Builder 10.1.3.2 provides the following new features:
Integration and Connectivity to Oracle BI Publisher Enterprise 10.1.3.2
New crosstab functionality
Enhanced charting dialog supporting multiple series
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Oracle Corporation
What is new in Version 5.6.2?
Template Builder 5.6.2 provides the following new features:
XML Schema files (.xsd) as data definition
Drag & Drop for the Insert Field dialog
BI Publisher 5.6.2 compatible
Validation Function allows to check templates for problems.
Builder for simple XML Publisher Enterprise reports
Template Builder 5.6.2 allows you to load an XML Schema file (XSD) to describe the report data.
The XML schema has the advantage of being complete (a sample xml may not contain all the fields
from the data source). The Template Builder can generate dummy sample data for the preview from
the XML Schema, but we still recommend that you upload a real sample XML.
What is new in Version 5.5?
Template Builder 5.5 provides the following new features:
Extract the template boilerplate into an industry standard XLIFF translation file
Preview templates with translation files
Sorting and page/section breaks for tables
XML Publisher 5.5 compatible
Quick Tutorial
This tutorial describes how you would typically create a simple layout template. You will create a
letter that shows the outstanding balance for a customer. This letter contains a table of all unpaid or
partially paid invoices.
Load Word File
Often a template starts from an example document in the form of a regular Microsoft Word
document. For this tutorial go to the samples\RTF templates\Balance Letter folder under your BI
Publisher installation directory (e.g. C:\Program Files\Oracle\BI Publisher Desktop) and load the
file Balance Letter Start.rtf. This file represents a Word document that has not been marked up for
use with Oracle BI Publisher.
Load Sample XML Data
From the Oracle BI Publisher > Data menu select Load XML Data to load a sample XML
document that contains the data fields you may want to insert into your RTF layout template. For
this tutorial go to the samples\RTF templates\Balance Letter folder under your BI Publisher
installation directory and load the file Balance.xml.
Insert Form Fields
You may want to select single data fields, such as the customer name and address at the header of
the letter. Position the cursor in the Word document where you want to insert the Address. From the
Oracle BI Publisher > Insert menu select Field… to open the dialog window shown below.
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Oracle Corporation
Select the field Customer Name and click Insert to insert a form field for the customer name into
the document. You may also insert the remaining address fields (such as Address Line1 to 4, City,
State and Zip).
Starting with this version, you can also just drag the Customer Name field from the dialog and drop
it into the Word document. NEW!
You can also select the fields, As of Date, Trx Currency Code and the C Inv Open Balance and
insert them into the appropriate spaces in the document.
Note: As a beginner, you should use Insert Fields only for data fields that are unique (not
repeating) in your document. Refer to the “Insert Table” section for additional information on how to
insert repetitive fields
Preview Template
After adding fields to the document, you may want to test your template. Oracle BI Publisher
Template Builder allows you to preview your template with your sample XML data. You can preview
the output in Adobe Acrobat Reader (PDF), Microsoft Word file (RTF), Microsoft EXCEL (EXCEL) or
a browser (HTML).
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