13 08 16 creating excel xml templates for generating excel formatted reports

8/9/2019 13 08 16 Creating Excel XML Templates for Generating Excel Formatted Reports

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Creating Excel XML Templates for Generating Excelformatted 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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Win a $25 Gift Card!

Drop off your business card

after todays presentation


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Prerequisites

Microsoft Excel 2003 or later

Created report data model

BI publisher desktop


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BI PublisherArchitecture


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Connection to BI Publisher server thathas 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


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XML Output


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Excel Template


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Retrieving XML Output

Application Developer

Responsibility

Concurrent

Find your program Save Output Format as XML


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XML Output


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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


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Starting with a Blank Template

BlankExcelTemplate.xls provided by BIpublisher

XDO_METADATA sheet included


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Blank Excel Template


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Mapping

XDO_METADATA Sheet

Created for mapping

whenever field or

repeating group is

inserted Mapping between the

data and the

spreadsheet


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Creating a Sample Design

Determine

how you want

the data to be

placed


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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?


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Name Manager


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Grouping


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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: TemplateType : Type_Excel_Template

Data Constraints section

Not required unless there are calculations


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Mapping

Header

Section

Data Constraints

Section


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Test the Template

To preview your report using sample data:

Click Sample XML

Click Preview

Output will open in new workbook


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Enabling Lookup Output

1. Setting template type to XLS

(Enable option 'XLS' in XDO_TEMPLATE_TYPElookup code, AOL )

A. Query out Type 'XDO_TEMPLATE_TYPEB. Check 'Enable' checkbox of record 'XLS

C. Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag'field of this record

D. Save


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Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag' field of this record


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2. Setting Output to Excel

Enabling option EXCELXDO_XLS_TEMPL_OUTPUTS lookup code

A. Query out TypeXDO_XLS_TEMPL_OUTPUTS

B. Make sure option 'EXCEL'is enabled

Enabling Lookup Output


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Creating Data Definitions


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Uploading Excel Template


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Old VS New

VS


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Alternative Method


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Alternative Method


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Alternative Method


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Alternative Method


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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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13 08 16 creating excel xml templates for generating excel formatted reports

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