This dialog enables you to select data elements from the data source and insert them into the template.

In the Insert group select Field to open the Field dialog. The dialog shows the structure of the loaded data source in a tree view, as shown in the following figure:

Description of the illustration xdo11g_tb_insert_fie_dialog.gif

Select a field that represents a single data field (a leaf node of the tree) and select Insert (you can also insert the field by dragging and dropping it into the document, or by double-clicking the field). A text form field with hidden Publisher commands is inserted at the cursor position in the template. You may either select and insert additional data fields or close the dialog by clicking the Close button.

The Insert Table Wizard enables you to create standard reports. On the Insert menu select Table Wizard and complete these steps.

• Step 1: Select Report Format

• Step 2: Select Table Data

• Step 3: Select Data Fields

• Step 4: Group the Table

• Step 5: Insert a Break for the Group

• Step 6: Sort the Table

• Step 7: Click Finish

• Step 8: Customize the Table Using Microsoft Word Functionality

The Insert Table/Form dialog is the most flexible tool of the template builder. It allows you to perform these tasks.

• Create a simple or nested table with a variable number of rows.

• Associate a group of data elements, such as a complete invoice or a purchase order line, with a form in the document that is repeated for each occurrence of the data element.

• Select and define a layout for all the data fields in the template.

• Group or re-group the data.

The Insert Table/Form dialog shows you two tree view panes. The left pane shows the data source structure, while the right pane shows the elements that are copied to the template when you click the Insert button.

Use the Chart dialog to insert a chart into a template.

The following figure shows the Chart dialog.

Description of the illustration xdo11g_tb_chart.gif

Follow these steps to insert a repeating group.

1. Select the section of the template that contains the elements you want repeated.
2. On the Publisher menu, in the Insert group, click Repeating Group.
3. Enter the appropriate fields in the Publisher Properties dialog, as shown in the following figure:
   
   Description of the illustration xdo11g_tb_rg_diag.gif

   For Each

   Select the element that for each occurrence, you want the loop to repeat. When you select the For Each data field you are telling 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.

   For example, assume that the data contains invoice data for customers and you want to create a table with each customer's invoices. In this case, for each customer number you want the table to repeat. You would therefore select the customer number in the For Each field to create a new loop (or group) for each customer.

   Note the following about creating repeating groups:

   • For loops and groupings not inside another group (that is, outer groups or loops) you must select the repeating XML element to be used. For example if the dataset is flat, the only repeatable element is /DATA/ROWSET/ROW. In cases with multiple data sources or hierarchical XML you can choose the dataset.

   • If you are creating nested groups (inserting a loop or group inside of another loop in the template), the For Each field isn't updatable because it's already defined by the preexisting outer loop. The For Each field is displayed as Group Item to inform you that an outer group is already defined.

   Absolute Path

   Select this check box to use the Absolute Path to the element in the XML structure. This is important if the data contains the same element name grouped under different parent elements.

   Group By

   Select a field from the list by which you want to group the data. If you just want to create a simple loop, do not select a group by element. Selecting a group by element actually regroups the data into a new hierarchy based on the group by element.

   Break

   Use this option to create either a Page break or Section break if you want to insert a break after each occurrence of this group.

   A Section break can only be created on outer groups that surround the whole document. If the selected field isn't an outer group, the Section break option isn't available.

   Note also that when you insert a section break, the page numbering is reset, headers and footers are reset, and any running calculations are reset for each occurrence of the group.

4. To sort the grouped data, select the Sorting tab. You can select up to four sort-by fields. For each sort by field, select the following:

   Sort order - Select Ascending or Descending.

   Data Type - Select Number or Date/Text. It's important that you select the correct data type to achieve the expected sort order.

   If you are sorting by four criteria and the XML data element names are long, then you might exceed the character length limitation (393 characters) of the Microsoft Word form field.

5. The Advanced tab enables you to edit the code directly and to enter Text to display for the field.

   The Code region displays the code and processing instructions that the Template Builder has inserted for the field. You can edit this if you want to change the processing instructions for this field.

   The Text to display field shows how this field displays in the template. You can choose to enter descriptive text to enable you to understand each field better when reading the template, or you can enter abbreviated text entries that are less intrusive to the look and feel of the template.

   You can set the default display text as Descriptive or Abbreviated using the Options tab.

   The following figure shows the Advanced tab of the Publisher Properties dialog.

   
   Description of the illustration xdo11g_tb_rg_adv.gif
6. When you've completed the dialog options, click OK. This inserts the form fields in the template. By default, the beginning for-each form field displays the text "F" and is inserted at the beginning of the selected template section. At the end of the selection, an "E" form field is inserted to denote the end of the repeating group.

Follow these steps to create a group around an existing block of text or elements in a template.

1. Select the block of text. For example, a table row.

   If any preexisting Publisher tags are included in the block, then you must include the beginning and ending tags. For example, if the block contains any opening for-each, if, or for-each-group tags, then you must include the end for-each, end-if, and end for-each-group tags in the selection.

2. On the Publisher menu, on the Insert group, click Repeating Group.
3. In the Properties dialog, enter the fields to define the repeating group.
4. Click OK to insert the grouping fields around the block. For example, if the block is a table row, then the begin field is inserted at the beginning of the first cell and the end field is inserted at the end of the last field.

Follow these steps to insert a pivot table.

1. On the Publisher menu on the Insert group, click Pivot Table. The Pivot Table dialog presents the data in the left pane with empty Layout panes on the right for you to drag and drop data elements. The following figure shows the Pivot Table dialog.
   
   

   
   Description of the illustration xdo11g_tb_pt.gif

   
   
2. Drag and drop the elements from the Data pane to the Layout pane to build the pivot table structure. In the following figure, the layout shows Sales by Industry accumulated by Year and by Month:
   
   

   
   Description of the illustration xdo11g_tb_pt2.gif

   
   
3. Use the Properties pane to select Aggregation. You can choose Sum, Count, or Average. Then choose a number Format, as shown in the following figure:
   
   

   
   Description of the illustration xdo11g_tb_pt_prop_format.gif

   
   
4. By default subtotals for rows and columns are displayed. You can choose not to display the subtotals by setting the properties to False.

   The following figure shows the properties for setting totals and subtotals.

   
   

   
   Description of the illustration xdo11g_tb_pt_sums.gif

   
   
5. Click Preview to see how the pivot table is displayed before you insert it into the template. Click OK to insert the pivot table into the template. The following figure shows how the pivot table is displayed in the template.
   
   

   
   Description of the illustration xdo11g_tb_pt_insert.gif

   
   

   At runtime, this pivot table is generated as shown in the following table:

   
   

   
   Description of the illustration xdo11g_tb_pt_gen.gif

   
   

This section describes the code inserted by the pivot table builder.

<?crosstab: ctvarname; "data-element"; "rows"; "columns"; "measures"; "aggregation"?>

"emp-full-name {emp-lastname,o=a,t=n}{emp-firstname,o=a,t=n}"

"emp-full-name {emp-lastname,o=a,t=n}{emp-firstname,o=a,t=n}"

Example

This example uses the following XML data:

- <ROWSET>
- <ROW>
  <ProductsType>COATINGS</ProductsType> 
  <ProductsBrand>Enterprise</ProductsBrand>   <Region>CENTRAL REGION</Region> 
  <District>CHICAGO DISTRICT</District> 
  <PeriodYear>1998</PeriodYear> 
  <Revenue>1555548.0</Revenue> 
  <PrevRevenue>125968</PrevRevenue> 
  <Units>11</Units> 
  </ROW>
...
</ROWSET>

The full dataset includes four values for ProductsBrand, four values for Region, and two values for PeriodYear to be displayed in the pivot table.

Using the Template Builder for Word and the sample XML file you can create a pivot table as shown in the following illustration.

Description of the illustration tb_pivottable.gif

<?crosstab:c4536;"//ROW";"Region{,o=a,t=t},District{,o=a,t=t}";"PeriodYear{,o=a,t=t},ProductsBrand{,o=a,t=t}";"Revenue,PrevRevenue";"sum"?>

A conditional region is an area that is surrounded by a conditional statement. If the statement tests true, the area is displayed in the report; if the condition tests false, the area is suppressed from the report.

1. Select the region that you want to apply the condition to. For example, if you want to display a table only for a certain condition, then select the region that contains the table. Note that the region must be inside a loop.
2. On the Publisher menu, on the Insert group, click Conditional Region. The following figure shows the Publisher Properties dialog for a Conditional region.
   
   Description of the illustration xdo11g_tb_cr_diag.gif
3. Enter the following fields:

   Data Field - Select the field to test for the condition. Select the data type of the field: Number or Date/Text.

   (Condition 1) Data field - Select the comparison operator.

   Select the value to meet the condition. Note that you can enter an integer, enter text, or select another data element to define a comparison based on the incoming values.

4. Click OK. The form fields that contain the conditional logic are inserted around the region. The beginning form field displays the text "C" and the form field closing the region displays the text "EC".

Using the Conditional Format feature you can insert simple conditional formats to apply to table rows or cells. The dialog provides several common options that you can select and the Template Builder inserts the code automatically. The Conditional Format dialog supports two conditions per field.

1. Place the cursor in the table cell of the data element for which you want to define the condition.
2. On the Publisher menu, on the Insert group, click Conditional Format.
3. Enter the following in the Conditional Format dialog

   Data Field - Select the element to test for the condition and the data type of the element (Number or Date/Text).

   Apply to Entire Table Row - If you want the format applied to the entire table row, not just the cell of the selected element, then select this box.

   Condition 1) Data field - Select the comparison operator.

   Select the value to meet the condition. You can enter an integer, enter text, or select another data element to define a comparison based on the incoming values.

4. Click Format to define the format you want to apply when the condition is met. Options are background color, font color, and font style (regular, bold, italic, bold italic). Select the box and format of each option you want to apply. After you select the format, the Preview region displays the format chosen.

   The following figure shows the Format dialog.

   
   Description of the illustration xdo11g_tb_cr_format.gif
5. Define a second condition if desired.
6. Click OK. The conditional format field is inserted as a form field with the display text "C".