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Creating Excel Reports using XML - · PDF file Creating Excel Reports using XML Using the XML Publisher creating reports in Binary Excel, so that the user will be able to do all the

Mar 17, 2020

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  • Creating Excel Reports using XML

    Using the XML Publisher creating reports in Binary Excel, so that the user will be able to do all the functions of Excel

    Ajith Vijayan Sr.Oracle HRMS/Financials Developer WSSC [email protected]

  • AGENDA  Query Design

     Data Definition Design

     Data Definition Registration in APPS

     Concurrent Program Registration

     Excel Template Design 1. Data Separation Based on groups

    2. Splitting the Report into Multiple Sheets

     Data Template Registration

     Quick facts

     Question/Answer

  • QUERY DESIGN

    select emp_no ,full_name ,org_num ||'-'||org_name Org ,grade ,position_number ,position_name ,Job ,to_number(hours) hours ,to_number(current_amt) current_amt ,to_number(ytd_amt) ytd_amt from WSSC_HRPIU_14_Overtime_Pay_V where element_entry_start_date between :P_DATE1 and :P_DATE2 and pay_period_start_date >=:P_DATE1 and pay_period_end_date

  • group for Org

    group for emp

  • Data Definition Registration in e-Business Suite

    Seeded Responsibility

    Code should be same as the short name in the concurrent program

    Attach the xml file here

  • Concurrent Program Registration

    Same as Code from Data Definition

    Standard format

    Standard format

  • Sample XML Out Put

    o/p by group of org

    o/p by group of org

  • Excel Template Design

    BI Tab

    Click Here

    Required Sheet

  • Data Separation Based on Groups

    Group 1

    Group 2

    Click Here

  • Applying a Defined Name to a Cell

    By Default the name will be based on Position

    enter the name using the XDO_ prefix and the tag name from the data.

  • Click the Name box and enter the name using the XDO_GROUP_ prefix and the tag name for the group from the data. For eg: XDO_GROUP_?G_EMP?

    Highlight the cells that make up the group

    Group Name

  • Highlight the cells that make up the group

    Click the Name box and enter the name using the XDO_GROUP_ prefix and the tag name for the group from the data. For eg: XDO_GROUP_?G_ORG?

    Group Name

  • Preparing the XDO_METADATA Sheet

    BI Publisher requires the presence of a sheet called "XDO_METADATA" to process the template. This sheet must follow the specifications defined here.

    The format consists of two sections:the header section and the data constraints section.Both sections are required. In the header section, all the entries in column A must be listed, but a value is required for only one:Template Type, as shown.The Data Constraints section does not require any content, but also must be present as

    shown.

  • Add the Total

  • In the Data Constraints section, in Column A, enter the defined name of the cell: XDO_?TOTAL_CURR_AMT? In Column B enter the calculation as an XPATH function. To calculate the sum of the SALARY element for all employees in the group, enter the following:

  • Test it by Clicking

  • Excel Template Design(Splitting the Report into Multiple Sheets)

    Highlight the Group

    Enter the group Name

  • Use the set of commands to define the logic to split the report data into multiple sheets, as described in the following list: • Use XDO_SHEET_? to define the logic by which to split the data onto a new

    sheet. • Use XDO_SHEET_NAME_? to specify the naming convention for each sheet.

  • Data Template Registration

    Seeded Responsibility

  • 22

  • Quick Facts

    • After editing or entering the value here always hit Enter Key.

    • Where ever you use any function like sum, count etc. always use lower cases.

    • Before you upload the template Hide this portion of the sheet.

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