In cases with multiple data sources or hierarchical XML you can choose the data set. For example if the data set is flat, the only repeatable element is /DATA/ROWSET/ROW. Note the following about creating repeating groups:įor loops and groupings not inside another group (that is, outer groups) you must select the repeating data element to be used. You would therefore select the customer number in the For Each field to create a new loop (or group) for each customer. In this case, for each customer number you want the table to repeat. When you select the For Each data field you are telling BI Publisher that for each occurrence of the selected field in the data you want the elements and processing instructions contained within the loop to be repeated.įor example, assume that the data contains invoice data for customers and you want to create a table with each customer's invoices. Select the element that for each occurrence, you want the loop to repeat. Section 6.3.2.3, "Uploading Templates to the Report"
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Section 6.3.2.2, "Loading Sample Data in Disconnected Mode" The following sections provide more detail on the Template Builder features when working in disconnected mode: Log in to the BI Publisher server and use the report editor to upload your template. Preview your template using the Preview command. Load the sample data to the Template Builder. Open Excel with the BI Publisher Template Builder for Excel Add-in installed.
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Log in to the BI Publisher server and download sample data from the data model for which you want to design a template. The process flow for working in disconnected mode is: In disconnected mode the commands in the Online group are not enabled.
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When direct connection to the BI Publisher server is not possible or not desirable, you can use the Template Builder to design and preview templates in disconnected mode. Click Create Report and you are prompted to enter a report name and select the location in the catalog to save the new report. When you select a data model from the catalog, the Create Report button is enabled. Select a data model to create a new report. The Template Builder loads the sample data for this report's data model. Select the report name in the Reports region and click Open Report. The Template Builder loads the sample data from the report's data model and opens the existing template in Excel.Ĭreate a new template for an existing report.
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To modify an existing template, select the template name and click Open Layout Template. When you select a report in the Reports region, any existing Excel templates or Excel Analyzer templates are displayed in the lower Layout Templates region. From this dialog you can initiate one of the following actions: Navigate the catalog folders to locate the report, data model, or existing layout template.