Create Fusion HCM BI RTF Layout from Scratch

Creating a Fusion HCM BI RTF (Rich Text Format) layout from scratch involves designing a template for your reports. RTF templates are used to format the output of BI Publisher reports in Oracle Fusion HCM. Here are the general steps to create an RTF layout:

1. Access BI Publisher:

   • Log in to your Oracle Fusion HCM environment with the appropriate credentials.
   • Navigate to the “Reports and Analytics” section or wherever your BI Publisher reports are accessible.

2. Create a New RTF Layout:

   • Find the report for which you want to create an RTF layout and select it.
   • Look for an option to create a new layout or template. This may be labeled as “Create Template” or something similar.

3. Design the RTF Template:

   • Once you’ve started creating a new template, you’ll enter the RTF Template Designer. Here, you can design the layout of your report using the following tools:
     • Text Elements: Add text boxes, paragraphs, and other text elements to the template.
     • Tables: Include tables for tabular data display.
     • Fields: Insert data fields from your report dataset into the template.
     • Formatting: Apply formatting, styles, and fonts to text and data elements.
     • Conditional Formatting: Set conditions for how data should appear based on certain criteria.
     • Page Layout: Configure page size, margins, and headers/footers.

4. Insert Data Fields:

   • To include data from your Fusion HCM report, drag and drop data fields onto the template from the data source. These fields represent the data columns from your report.

5. Formatting and Styling:

   • Format the text, tables, and other elements to match your desired report layout.
   • Apply styles, colors, and fonts as needed for a professional appearance.

6. Conditional Formatting (Optional):

   • You can use conditional formatting to highlight or change the appearance of data based on specific conditions. For example, you might change the color of a cell if a certain value is met.

7. Testing:

   • It’s essential to test your RTF layout to ensure that it displays your report data correctly. Use sample data or run a test report to see how your template looks.

8. Save the RTF Template:

   • Once you’re satisfied with your RTF layout, save it within the BI Publisher interface.

9. Associate the Template with the Report:

   • Go back to your report settings and associate the newly created RTF template with the report.

10. Generate Reports:

    • Run the report, and the output will be formatted according to your RTF template.

11. Refine and Iterate:

    • After generating reports, review them and make adjustments as needed to the RTF template. It may take some iterations to get the layout exactly how you want it.

12. Publish and Use:

    • Once you’re satisfied with the RTF layout, publish it, and it will be available for use in your Fusion HCM reports.