Creating Excel XML Templates for Generating Excel formatted Reports Agenda Introduction using XML to get an EXCEL format Creating a simple excel template Old Vs. New Pavel Bogouchevitch Neelima Kartha [email protected] [email protected]
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Creating Excel XML Templates for Generating Excel formatted Reports
Agenda
Introduction using XML to get an EXCEL format
Creating a simple excel template
Old Vs. New
Pavel Bogouchevitch Neelima Kartha [email protected] [email protected]
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Prerequisites Microsoft Excel 2003 or later
Created report data model
BI publisher desktop
BI Publisher Architecture
Connection to BI Publisher server that has sample data and templates Field browser to edit or delete
mappings Preview option with live or sample data Data field and repeating group
mappings
BI Publisher Features
XML Output
Excel Template
Retrieving XML Output
Application Developer Responsibility Concurrent Find your program Save Output Format as XML
XML Output
Building a Simple Template
1.BlankExcelTemplate.xls file
2.Designing the layout in Excel
3.Assigning BI Publisher defined names
4.Preparing the XDO_METADATA sheet
5.Testing template
Starting with a Blank Template
BlankExcelTemplate.xls provided by BI publisher XDO_METADATA sheet included
Blank Excel Template
Mapping XDO_METADATA Sheet Created for mapping
whenever field or repeating group is inserted
Mapping between the data and the spreadsheet
Creating a Sample Design
Determine how you want the data to be
placed
BI Publisher Defined Names
Mark cells with XDO_ defined names –necessary for mapping XDO_ is the required prefix
?order_date? is either: the XML tag name a name used for mapping derived value to the
cell Example: XDO_?EMPLOYEE_ID?
Name Manager
Grouping
XDO_METADATA Sheet
Required by BI publisher to process the template Consists of two sections Header section Column A entries necessary Value is required for only one: Template
Type : Type_Excel_Template
Data Constraints section Not required unless there are calculations
Mapping
Header Section
Data Constraints Section
Test the Template
To preview your report using sample data: Click Sample XML Click Preview Output will open in new workbook
Enabling Lookup Output 1. Setting template type to XLS (Enable option 'XLS' in XDO_TEMPLATE_TYPE lookup code, AOL ) A. Query out Type 'XDO_TEMPLATE_TYPE‘
B. Check 'Enable' checkbox of record 'XLS‘ C. Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag' field of this record D. Save
Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag' field of this record
2. Setting Output to Excel Enabling option ‘EXCEL’ XDO_XLS_TEMPL_OUTPUTS lookup code A. Query out Type ‘XDO_XLS_TEMPL_OUTPUTS‘ B. Make sure option 'EXCEL' is enabled
Enabling Lookup Output
Creating Data Definitions
Uploading Excel Template
Old VS New
VS
Alternative Method
Alternative Method
Alternative Method
Alternative Method
Limitations of Excel Templates
• Images are not supported for multiple sheets – images are displayed only on the first sheet
• manual coding or XSL/XSLT specifications
necessary when designs are complex
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