This document provides steps to create an Oracle Fusion BI Publisher report using a Rich Text Format (RTF) template. It explains that RTF templates can be created using the BI Publisher Template Builder Microsoft Word add-in. The steps include: 1) opening an existing BI report and exporting the XML data file, 2) creating an RTF template in Word using the XML file, and 3) uploading the RTF template to replace an existing report layout. The template allows adding data fields, tables, and other formatting features to design the report layout.

1. How to Create Oracle Fusion
BI Publisher Report Using
RTF Template
Rich Text Format (RTF) is a specification used by common
word processing applications, one among them is Microsoft
Word. The BI Publisher Template Builder for 32/64 bit is an
Add-In to Microsoft Word that simplifies the development of
RTF templates and creates flexibility to export a RTF report
with much ease.
When a user save a document one of the options that’s seen is
RTF BI Publisher converts RTF documents to XSL-FO — this
enables developers to create report layouts using multiple
standard word processing applications.
During the design stage, one can add data fields and other
markup to user custom RTF template using BI Publisher’s
simplified tags for XSL expressions. These simplified tags
associate the XML report data to a report layout and includes
other processing instructions while creating a report.
BI Publisher also supports other advanced reporting features
such as dynamic data columns, conditional formatting,
running totals, and charts.

2. Advantages of Using RTF Template
RTF templates also support much more complex formatting,
and processing RTF template provides many functions that
will increase your productivity.
The Template Builder is tightly integrated with Microsoft
Word and enables users to perform the following functions:
· Insert data fields
· Insert tables
· Insert forms
· Insert charts
· Preview your template with sample XML data
· Browse and update the content of form fields
Prerequisites and Limitations:
· Your report data model has to be created and run/executed
successfully
· Supported version of Microsoft Word and Microsoft
Windows are to be installed on your client
· The BI Publisher Template Builder must be downloaded
and installed on your client computer

3. · The Template Builder can also be downloaded from the Get
Started region of the Home page.
Steps to Create BI Publisher Report Using RTF
Template:
The steps below provide an overview on how to create BI
Publisher report using RTF Template.
Step 1: Open the Existing BI report to extract XML data file
Navigate to Catalog page, click on Open to view the existing
BI Report. (Navigator > Tools > “Reports and Analytics”)
Step 2: Generate a XML file
Once the report is generated, export the XML file by selecting
the option seen on the rightmost corner of the header, this
will open a popup window with Export option. Click on
“Data” option to download a XML file for this report. (Save
this file)
Note: This XML file will be used as a data source file in MS
Word RTF template file.

4. Step 3: Create a RTF template using the XML file generated
in above step
Note: BI Publisher Add-Ins should be installed in MS Word
in order to load the XML data and to create a rtf template.
Open a Word Document and click on BI Publisher header
tab.
Click on ‘Sample XML” and browse for the downloaded xml
file from step 2, once the download is completed, BI

5. publisher will prompt with a message “Data Loaded
Successfully”
Step 4: Select Table Wizard from the menu, Table will be
selected by default. Click on Next to navigate to the next page
and select a Data Set.

6. Step 5: Select the fields which you want to show up in the
report by selecting each filed and clicking on “>” button or
user can click on “>>” to pull all the fields at a time

7. Step 6: Once it is done click on Finish button to view the
format. Align as required and save the template in Rich Text
format. One can design the MS word by placing logs/titles or
design as required. Save this file with .rtf extension.
Note: F and E represent the start and end of the record which
runs multiple times.
Step 7: Upload RTF template to the existing layout by
replacing an existing layout with a new layout
To modify existing report, run the report — once the report is
generated click on Edit Report from Action menu (refer
Screenshot 1)
Click on Delete link to delete the existing layout and then
click on Add layout link to create a new layout (refer
Screenshot 2)
Screenshot 1

8. Screenshot 2
Step 8: Click on upload button to upload the RTF template
File.

9. Step 9: Once it is uploaded, Template File is auto saved.
Now click on “View Report” to view the rtf report.
Click on the Export button from the Action list to export in
the requirement format.