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Creating an RTF Template. Skip Headers. Introduction. Rich Text Format (RTF) is a specification used by common word processing applications, such as Microsoft Word. When you save a document, RTF is a file type option that you select.
BI Publisher's RTF Template Parser converts documents saved as the RTF file type to XSL- FO. You can therefore create report designs using many of your standard word processing application's design features and BI Publisher will recognize and maintain the design.
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During design time, you add data fields and other markup to your template using BI Publisher's simplified tags for XSL expressions. These tags associate the XML report data to your report layout. If you are familiar with XSL and prefer not to use the simplified tags, BI Publisher also supports the use of pure XSL elements in the template. In addition to your word processing application's formatting features, BI Publisher supports other advanced reporting features such as conditional formatting, dynamic data columns, running totals, and charts. If you wish to include code directly in your template, you can include any XSL element, many FO elements, and a set of SQL expressions extended by BI Publisher. Supported Modes. BI Publisher supports two methods for creating RTF templates: Basic RTF Method.
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Creating an RTF Template Introduction. Rich Text Format (RTF) is a specification used by common word processing applications, such as Microsoft Word.
Use any word processing application that supports RTF version 1. BI Publisher's simplified syntax. Form Field Method. Using Microsoft Word's form field feature allows you to place the syntax in hidden form fields, rather than directly into the design of your template. BI Publisher supports Microsoft Word 2. Microsoft Windows version 2.
Note: If you use XSL or XSL: FO code rather than the simplified syntax, you must use the form field method. This guide describes how to create RTF templates using both methods. Prerequisites. Before you design your template, you must: Know the business rules that apply to the data from your source report. Generate a sample of your source report in XML. Be familiar with the formatting features of your word processing application.
Overview. Creating an RTF template file consists of two basic steps: Design your template layout. Use the formatting features of your word processing application and save the file as RTF.
Mark up your template layout. Insert the BI Publisher simplified tags. When you design your template layout, you must understand how to associate the XML input file to the layout. This chapter presents a sample template layout with its input XML file to illustrate how to make the proper associations to add the markup tags to the template.
Using the BI Publisher Template Builder. The Template Builder is an extension to Microsoft Word that simplifies the development of RTF templates. It automates many of the manual steps that are covered in this chapter. Use it in conjunction with this manual to increase your productivity. The Template Builder is tightly integrated with Microsoft Word and allows you to perform the following functions: Insert data fields.
Insert data- driven tables. Insert data- driven forms. Insert data- driven charts. Preview your template with sample XML data. Browse and update the content of form fields. Extract boilerplate text into an XLIFF translation file and test translations. Manual steps for performing these functions are covered in this chapter.
Instructions and tutorials for using the Template Builder are available from the readme and help files delivered with the tool. Associating the XML Data to the Template Layout. The following is a sample layout for a Payables Invoice Register: Sample Template Layout. Note the following: The data fields that are defined on the template. For example: Supplier, Invoice Number, and Invoice Date.
The elements of the template that will repeat when the report is run. For example, all the fields on the template will repeat for each Supplier that is reported. Each row of the invoice table will repeat for each invoice that is reported. XML Input File. Following is the XML file that will be used as input to the Payables Invoice Register report template: Note: To simplify the example, the XML output shown below has been modified from the actual output from the Payables report.< ?
WINDOWS- 1. 25. 2" ?>. VENDOR_REPORT>. LIST_G_VENDOR_NAME>. G_VENDOR_NAME>. VENDOR_NAME> COMPANY A< /VENDOR_NAME>. LIST_G_INVOICE_NUM>.
G_INVOICE_NUM>. SET_OF_BOOKS_ID> 1.
SET_OF_BOOKS_ID>. GL_DATE> 1. 0- NOV- 0. GL_DATE>. < INV_TYPE> Standard< /INV_TYPE>. INVOICE_NUM> 0.
INVOICE_NUM>. < INVOICE_DATE> 1. NOV- 0. 3< /INVOICE_DATE>. INVOICE_CURRENCY_CODE> EUR< /INVOICE_CURRENCY_CODE>. ENT_AMT> 1. 22< /ENT_AMT>. ACCTD_AMT> 1. 22< /ACCTD_AMT>. VAT_CODE> VAT2.
VAT_CODE>. < /G_INVOICE_NUM>. LIST_G_INVOICE_NUM>. ENT_SUM_VENDOR> 1. ENT_SUM_VENDOR>.
ACCTD_SUM_VENDOR> 1. ACCTD_SUM_VENDOR>.
G_VENDOR_NAME>. LIST_G_VENDOR_NAME>. ACCTD_SUM_REP> 1. ACCTD_SUM_REP>. ENT_SUM_REP> 1.
ENT_SUM_REP>. < /VENDOR_REPORT>. XML files are composed of elements. Each tag set is an element. For example < INVOICE_DATE> < /INVOICE_DATE> is the invoice date element. INVOICE_DATE" is the tag name. The data between the tags is the value of the element.
For example, the value of INVOICE_DATE is "1. NOV- 0. 3". The elements of the XML file have a hierarchical structure. Another way of saying this is that the elements have parent- child relationships.
In the XML sample, some elements are contained within the tags of another element. The containing element is the parent and the included elements are its children.
Every XML file has only one root element that contains all the other elements. In this example, VENDOR_REPORT is the root element.
The elements LIST_G_VENDOR_NAME, ACCTD_SUM_REP, and ENT_SUM_REP are contained between the VENDOR_REPORT tags and are children of VENDOR_REPORT. Each child element can have child elements of its own.
Identifying Placeholders and Groups. Your template content and layout must correspond to the content and hierarchy of the input XML file.
Each data field in your template must map to an element in the XML file. Each group of repeating elements in your template must correspond to a parent- child relationship in the XML file. To map the data fields you define placeholders.
To designate the repeating elements, you define groups. Note: BI Publisher supports regrouping of data if your report requires grouping that does not follow the hierarchy of your incoming XML data. For information on using this feature, see Regrouping the XML Data. Placeholders. Each data field in your report template must correspond to an element in the XML file. When you mark up your template design, you define placeholders for the XML elements. The placeholder maps the template report field to the XML element.
At runtime the placeholder is replaced by the value of the element of the same name in the XML data file. For example, the "Supplier" field from the sample report layout corresponds to the XML element VENDOR_NAME. When you mark up your template, you create a placeholder for VENDOR_NAME in the position of the Supplier field. At runtime, this placeholder will be replaced by the value of the element from the XML file (the value in the sample file is COMPANY A). Identifying the Groups of Repeating Elements. The sample report lists suppliers and their invoices. There are fields that repeat for each supplier.
One of these fields is the supplier's invoices. There are fields that repeat for each invoice. The report therefore consists of two groups of repeating fields: Fields that repeat for each supplier. Fields that repeat for each invoice.
The invoices group is nested inside the suppliers group. This can be represented as follows: Suppliers. Supplier Name. Invoices. Invoice Num. Invoice Date. GL Date. Currency.
Entered Amount. Accounted Amount. Total Entered Amount. Total Accounted Amount. Compare this structure to the hierarchy of the XML input file. The fields that belong to the Suppliers group shown above are children of the element G_VENDOR_NAME. The fields that belong to the Invoices group are children of the element G_INVOICE_NUM.
By defining a group, you are notifying BI Publisher that for each occurrence of an element (parent), you want the included fields (children) displayed. At runtime, BI Publisher will loop through the occurrences of the element and display the fields each time. Designing the Template Layout. Use your word processing application's formatting features to create the design.
For example: Select the size, font, and alignment of text. Insert bullets and numbering.
Draw borders around paragraphs. Include a watermark.
Include images (jpg, gif, or png)Use table autoformatting features. Insert a header and footer. For additional information on inserting headers and footers, see Defining Headers and Footers. For a detailed list of supported formatting features in Microsoft Word, see Supported Native Formatting Features.
Additional formatting and reporting features are described at the end of this section. Adding Markup to the Template Layout. BI Publisher converts the formatting that you apply in your word processing application to XSL- FO. You add markup to create the mapping between your layout and the XML file and to include features that cannot be represented directly in your format. The most basic markup elements are placeholders, to define the XML data elements; and groups, to define the repeating elements. BI Publisher provides tags to add markup to your template. Note: For the XSL equivalents of the BI Publisher tags, see XSL Equivalent Syntax.
Creating Placeholders. The placeholder maps the template field to the XML element data field. At runtime the placeholder is replaced by the value of the element of the same name in the XML data file. Enter placeholders in your document using the following syntax: < ? XML element tag name?> Note: The placeholder must match the XML element tag name exactly.
It is case sensitive.