Skip to content
April 29, 2013 / João Mateus

BI Publisher – Best Practices for Modeling RTF Templates – Part 1/2

Creating templates with Microsoft Word for BI Publisher is a good way to produce reports without having a lot of programming skills (assuming that you have already the data model done).

Split to Conquer

Don’t create all your report in one single RTF template, use Sub-Template. If you split the content correctly, you will be able to have a cleaner “main template” with a lot of Sub-Template that you can later on re-use on other reports. Lets say you need to print the client address, with one Sub-Template will reduce the errors by not having to maintain several snippets of “addresses code” throught out all you reports.

The ¶ mark is your friend

Always have the paragraph mark option (¶) active when editing your template. On a pixel perfect tool, you need to pay attention with not only the paragraphs but also the spaces. Having this option active you will be able to faster detect situations like

<?if:TEST='true'?> <?if:TEST1='true'?>..

The space will appear in a form of a dot, like shown in the image below.

BI Publisher markup - space

These spaces can generate several headache on why your layout is not the way you want it.

BI Publisher markups

BI Publisher markup

Using the BI Publisher markups option 1), will make your template cleaner and easier to read, but if you start copy-pasting, sometimes the references to the objects will be lost, which won’t happen with the option 2).

Since there are several options that are not avaiable on the BI Publisher plug-in, for Microsoft Word, you will may end up with both options for the markups and to unify the usage throught out the template, I prefer to use the option 2).

Other best pratices will come up on part 2, stay tuned.

Advertisements

5 Comments

Leave a Comment
  1. Sal / Oct 6 2013 2:09 am

    Fantastic site. Lots of helpful information here.
    I am sending it to a few pals ans also sharing in delicious.

    And of course, thank you for your effort!

  2. Teresita / Jan 11 2014 9:28 pm

    Thank you, I’ve recently been searching for information approximately this subject for ages and yours is the best I’ve found out
    till now. But, what about the conclusion? Are you certain in
    regards to the source?

  3. Alethea / Feb 12 2014 3:51 am

    My family members always say that I am wasting my time here at web, except I know I am
    getting know-how everyday by reading thes nice articles.

Trackbacks

  1. BI Publisher – Best Practices for Modeling RTF Templates – Part 2/2 | BI@Link

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: