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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
Ajith.vijayan@wsscwater.com
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.

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