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13 08 16 Creating Excel XML Templates For Generating Excel Formatted Reports

This document summarizes a presentation about creating Excel XML templates for generating Excel reports from BI Publisher. It discusses prerequisites, features of BI Publisher, building a simple template using a blank template file and mapping data fields to cells with defined names. The presentation covers testing templates with sample data, enabling lookup outputs, and compares older and newer methods. Limitations of Excel templates are also noted.

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rigamez
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117 views37 pages

13 08 16 Creating Excel XML Templates For Generating Excel Formatted Reports

This document summarizes a presentation about creating Excel XML templates for generating Excel reports from BI Publisher. It discusses prerequisites, features of BI Publisher, building a simple template using a blank template file and mapping data fields to cells with defined names. The presentation covers testing templates with sample data, enabling lookup outputs, and compares older and newer methods. Limitations of Excel templates are also noted.

Uploaded by

rigamez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Agenda

Introduction using
XML to get an
EXCEL format
Creating a simple
excel template
Old Vs. New

Creating Excel XML Templates for Generating Excel


formatted Reports
Pavel Bogouchevitch
[email protected]

Neelima Kartha
[email protected]

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after todays presentation

Prerequisites
Microsoft Excel 2003 or later
Created report data model
BI publisher desktop

BI Publisher
Architecture

BI Publisher Features
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

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

Enabling Lookup Output


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

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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