ERP BI - Case Study 2 - Create BI Report using ETEXT template

Here, we will create a ETEXT template using globally provided format and create a BI report.

Highlevel steps:

• Create a Data model
• Create a ETEXT template
• Create a BI report

BI report Query:

Select hp.party_name supplier_name,

poz.segment1 supplier_number,

poz.vendor_id supplier_id,

hp.email_address,

hp.country,

hp.city,

hp.status

from POZ_SUPPLIERS poz, HZ_PARTIES hp where 1=1 

And poz.party_id = hp.party_id

And rownum<=10;

Global Template for ETEXT(modify as per requirement): save the format in ms word with .rtf extension.

Delimiter Format Setup:

Format Setup:

Hint: Define formatting options...

<TEMPLATE TYPE>	DELIMITER_BASED
<OUTPUT CHARACTER SET>	iso-8859-1
<CASE CONVERSION>	UPPER
<NEW RECORD CHARACTER>	Carriage Return

Hint: Format Data Records Table for DELIMITER_BASED

<LEVEL>	DATA_DS
<MAXIMUMLENGTH>	<FORMAT>	<DATA>	<COMMENTS>
<NEW RECORD>	InvoiceHeader
250	Alpha	'Invoice_id'

<LEVEL>	G_1
<MAXIMUMLENGTH>	<FORMAT>	<DATA>	<COMMENTS>
<NEW RECORD>	CLRDAta
250	Alpha	INVOICE_ID
<END LEVEL>	G_1

<END LEVEL>

DATA_DS

Steps in details(Screenshots):

ERP - BI publisher desktop tool installation and Enable add Ins the word | RTF Template

Here we will download BI publisher desktop tool, install and add Ins to MS word.

Steps to follow:

Step1: Go to the following Oracle link and download 32bit or 64 bit:

https://www.oracle.com/middleware/technologies/analytics-publisher/downloads.html

Step2: click on .exe and install it.

Once installation done, ms word bi publisher will open automatically and Bi publisher tab will show.

You can also go to ERP BI home and go to download desktop tool >> Template Builder For word >> downloads >> download BI Publisher desktop

Step3: sometimes BI publisher tab is not showing in MS word, then we have to add it from add Ins.

Navigation path: File >> Options >> Add-ins >> Manage:(COM Add_ins) Go >> BI Publisher Template Builder for word.

Sometime after creating the rtf part while we click pdf to preview it will throw below error:

javaw -Xmx256M -jar "C:\Program Files\Oracle\BI Publisher\BI Publisher Desktop\Template Builder for Word\jlib\RTF2PDFv2.jar" "C:\Users\HP\AppData\Local\Oracle\BIPublisher\TemplateBuilderforWord\tmp\tb_param.xml"

Solution: Java jre is not installed in the system.

Go to java path and download and install.

Java Archive Downloads - Java SE 8 | Oracle India

after installation, configure the java path as below in the ms word >> bi publisher tab >> options >> options >> preview >> set java home :

ERP BI - Case study 1 - Create RTF Template

Here we will create a rtf template based on a data model xml payload and create a pdf BI report based on the created rtf template.

Please follow my previous blog to download BI publisher desktop tool and add-ins in ms word.

https://soalicious.blogspot.com/2022/03/erp-bi-publisher-installation-and.html

Implementaion steps:

Create a data model and export the xml data to create RTF template and save the sample payload and save the data model.

Export the xml data and save As sample data.

Based on the export xml data we will create rtf template in ms word.

Save the ms word in .rtf

Insert  >> header 

Insert >> table

BI Publisher >> sample XML

Table wizard

Preview >> PDF

Create BI report using the created rtf template: