Step 4: Insert a table of Invoices You can build a table or a repeating section by inserting the elements and then adding additional form fields with processing instructions (for-each).
The preview should show Vision Corporation instead of the field Customer Name. You can download Acrobat Reader for free at. You must have Adobe Acrobat Reader version 5.0 or higher installed to preview documents in PDF format. From the Preview menu select PDF to preview your document in Acrobat Reader. From the Preview menu select HTML to preview your template in a browser. You can preview the output in Adobe Acrobat Reader (PDF), Microsoft Word file (RTF), Microsoft EXCEL (EXCEL) or a browser (HTML). Oracle BI Publisher Template Builder allows you to preview your template with your sample XML data. Refer to the “Insert Table” section for additional information on how to insert repetitive fields Step 3: Preview Template After adding fields to the document, you may want to test your template. Note: As a beginner, you should use Insert Fields only for data fields that are unique (not repeating) in your document. You can also just drag the Customer Name field from the dialog and drop it into the Word document. You may also insert the remaining address fields (such as Address Line1, City, State and Zip). Select the field Customer Name and click Insert to insert a form field for the customer name into the document. From the Insert menu select Field… to open the dialog window shown below. Position the cursor in the Word document where you want to insert the Address. Step 2: Insert address block and report level dates and totals You may want to select single data fields, such as the customer name and address at the header of the letter. Select the XML data file called AR_SAMPLE_DATA.xml.
Step 1: Load Sample XML Data From the 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. Before you start the following set of training steps, make sure that you have installed BI Publisher Desktop Add-in. Crosstab_Sample_Data.xml is required only for Crosstab training. It will use the following two sample data XML files -ĪR_SAMPLE_DATA.xml Crosstab_Sample_Data.xmlĪR_Sample_Data.xml is required for most of the training steps in this tutorial. 24Ĭustomer Balance Report Tutorial This tutorial describes how you would typically create a layout template for the Receivables Customer Balance Report. 19 Step 17: Add Table of Contents or Bookmark!. 10 Step 8: Adding Page/Brought Forward/Carried Forward Total. 3 Step 2: Insert address block and report level dates and totals.
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