Steps to create rtf template in BI Publisher

Steps to create rtf Template

Required: For creating XML template you need following things

1.      BI publisher.

2.      XML file with xml tags.

Step 1: Load XML Data

           

            Open Microsoft word

Navigate to Add Ins -> Data -> Load XML data

           

Select the .xml file to load. Once the file get loaded successfully it will pop up a message that Data loaded successfully.

Step 2: Insert Fields

Go to Add-Ins -> Insert -> Field

Chose the field and click on insert. And click Insert. In this way design the layout according to requirement.

Sample layout is shown below:

Step 3: Create Repeating Groups

Another way to add the repeating group is to write xml tags.

For example

<?for-each:G_C_SRC_HDR_ID?>

C_INV_ITEM_ID

<?end for-each?>

Step 4: Adding conditional formatting

            Navigate to Add-Ins -> Insert ->Conditional Format

Check for null value of field CF_BILL_TO_CONTACT 

Step 5: Print on all pages

            There are few requirements where we need to print some objects on each page (header data). This can be done with xml tag as

<?start:body?>

            --Body

<?end body?>

Here whatever above <?start:body?> will be consider as header and whatever  below <?end body?> is consider as footer. So in this way we can print object on all pages by putting them above the start tag or after the end tag.

Step 6: Validate template

            Save your file with rtf format. Before running template need to be validated. Navigate to Add-Ins -> Tools -> Validate template

In case of no error it will print the message as “No error found”. If any error exist you need to fix and then again validate it.

 

Step 7: See the preview

            Navigate to Add-Ins -> Preview -> PDF.

You can also preview output in HTML, RTF, EXCEL and Power Point format as well.

The header/footer on the first page is different from the remaining pages in the output 

 Navigate to Insert ->Header

Select the Blank header

It will open the Header and footer Design

Click the checkbox Different First Page

Edit the 1st Page Header

Now go to second page and edit second page header

Save the changes and preview the output.

Output will contain first page header different from rest of the pages.

Page Numbering Starts with 2^nd page in generated output

In the above different header option Insert Page Number in the second page header.

Edit header go to 2^nd page and Insert Page Number

Insert page Number at current position.

go to format page number option

It will open a dialog box

Select start at radio button and insert  0.

Preview the output.

Totals: PAGE TOTAL, Grand Total and Page Breaks

Template structure

Template contain Onhand quantity which is numeric in nature

So add field after ONHAND_QUANTITY. Name it as PT

<?add-page-total:PT;’ONHAND_QUANTITY’?>

This PT field will calculate the page total. That calculated page total need to be displayed.

Now create one more field in the template and add the code

<?show-page-total:PT;’999G999D99’?>

 For PAGE Breaks add the field with code

<?split-by-page-break:?>

Sample Output

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