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 <=:P_DATE2
group by emp_no
,full_name
,org_num ||'-'||org_name
,grade
,position_number
,position_name
,Job
,hours
,current_amt
,ytd_amt
order by 3
group for Org
group for emp
Data Definition Registration in
e-Business Suite
Attach the xml file here
Seeded Responsibility
Code should be same as the short name in the concurrent program
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
Click Here
Group 1
Group 2
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.
Group Name
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
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?
Highlight the cells that make up the group
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:
<?sum(.//CURRENT_AMT)?>
Test it by Clicking
Excel Template Design(Splitting the Report into Multiple Sheets)
Enter the group Name
Highlight the Group
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.