bi publisher tranning session

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Bi Publisher Tranning Session

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© 2007 Oracle Corporation – Proprietary and Confidential

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Oracle XML Publisher .

© 2007 Oracle Corporation – Proprietary and Confidential

Agenda

• Understanding how XML work.• Basics to create XML report.• Error and troubleshooting.• View more advanced examples.• Q & A

© 2007 Oracle Corporation – Proprietary and Confidential

Why XML Publisher

• It provides a new approach to report design and publishing by integrating familiar desktop word processing tools with existing E-Business Suite data

reporting. • XML Publisher leverages standard, well-known

technologies and tools, so you can rapidly develop and maintain custom report formats. The flexibility of XML Publisher is a result of the separation of the

XML Publisher

MS Word

RTF

DataReport Output

How XML Publisher Working ?

© 2007 Oracle Corporation – Proprietary and Confidential

Tasks to create XML report

1-Setup Oracle Bi Publisher Desktop .

2-Generate XML Flat .

3- Create or modify Concurrent Program .

4-Design layout .

5-Create Data Definition .

6-Create Layout Definition .

© 2007 Oracle Corporation – Proprietary and Confidential

Generate XML Flat

1- If you haven't concurrent program for your report

Then

Form your RDF >File > Generate file to >XML

Note : if you use Report Builder less than 10 g please take into your consider that

-No spaces in you flat .

- No Arabic letters in your flat .

2- if you have concurrent program reports :

Query report from concurrent

then change Output Format to XML

© 2007 Oracle Corporation – Proprietary and Confidential

Generate XML Flat

© 2007 Oracle Corporation – Proprietary and Confidential

Creating an RTF Template

Design you layout .

Load the data to your RDF .

Insert fields and Group .

© 2007 Oracle Corporation – Proprietary and Confidential

Designing the Template Layout .

Use your word processing application's formatting features to create the design.

For example:

• Select the size, font, and alignment of text

• Insert bullets and numbering

• Draw borders around paragraphs

• Include a watermark

• Include images (jpg, gif, or png)

• Use table auto formatting features

• Insert a header and footer

© 2007 Oracle Corporation – Proprietary and Confidential

Designing the Template Layout .

© 2007 Oracle Corporation – Proprietary and Confidential

Defining Groups

By defining a group, you are notifying XML Publisher that for each occurrence of an

element, you want the included fields displayed. At runtime, XML Publisher will loop

through the occurrences of the element and display the fields each time.

To designate a group of repeating fields, insert the grouping tags around the elements to repeat.

Insert the following tag before the first element:

<?for-each:XML group element tag name?>

<?for-each@section:group name?>

Insert the following tag after the final element:

<?end for-each?>

© 2007 Oracle Corporation – Proprietary and Confidential

Defining Groups

© 2007 Oracle Corporation – Proprietary and Confidential

About Grouping Tags

• If you insert the grouping tags around text or formatting elements, the text and formatting elements between the group tags will be repeated.

• If you insert the tags around a table, the table will be repeated.

• If you insert the tags around text in a table cell, the text in the table cell between the tags will be repeated.

• If you insert the tags around two different table cells, but in the same table row, the single row will be repeated.

• If you insert the tags around two different table rows, the rows between the tags will be repeated

© 2007 Oracle Corporation – Proprietary and Confidential

Adding a Sample Chart

© 2007 Oracle Corporation – Proprietary and Confidential

Defining Headers and Footers

At the time of this writing, Microsoft Word does not support form fields in the header and footer.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Data Definition

1-Log in to E-Business Suite and click XML Publisher Administrator to change to the XML Publisher Administrator responsibility

2-Click the Data Definitions link and you will be on the Data Definition tab for XML Publisher. Click the Create Data Definition button to create a new data definition.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Data Definition 3-Under Create Data Definition, fill the form as shown below. It is critical that you use the correct short name of the Concurrent Program - ARXCOBLX to correctly link this data definition to the underlying Concurrent Program and Oracle Reports report. For the Name field, you can use whatever you like. use "Customer Balance Data Definition." Click Apply.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Template Definition

1-On the Template tabbed page for XML Publisher, click Create Template.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Template Definition 2. Enter the template name as Customer Balance Letter - Template. Select Application name as Receivables using the Lookup icon. Enter code as ARXCOBLX.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Template Definition

3. Click the Lookup icon next to the Data Definition field, enter cust%, and then click Go. Select the Customer Balance Data definition option from the list and click Select

4. Select the template type as RTF from the Type drop-down list. Remember, you had saved your template as an RTF file

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Template Definition 5. You now need to upload the template that you created in Microsoft Word. To select the template file you created, scroll down to the Template File section. For File, browse and open the file called Balance Letter - Template.rtf.

6. Select the Language as English.

© 2007 Oracle Corporation – Proprietary and Confidential

Creating Template Definition

7. Here is what your template form should look like. Click Apply. You should get a message that your template has been created successfully.

© 2007 Oracle Corporation – Proprietary and Confidential

<?for-each@ section …?>

Each G_INVOICE element contains an invoice for a potentially different customer. To

instruct XML Publisher to start a new section for each occurrence of the G_INVOICE

element, add the @section command to the opening for-each statement for the group,

using the following syntax:

<?for-each@section:group name?>

<?for-each@section:G_INVOICE?>

<?end for-each?>

© 2007 Oracle Corporation – Proprietary and Confidential

Using Variables : Limit number of rows

Use below codes to limit number of rows in your report

Please use the same sequance

<?xdoxslt:set_variable($_XDOCTX, ’Counter’, 0)?>

<?for-each:group name?>

<?element?>

<?xdoxslt:set_variable($_XDOCTX, ’Counter’, xdoxslt: get_variable($_XDOCTX, ’Counter’) + 1)?>

<?if: xdoxslt:get_variable($_XDOCTX, ’Counter’) mod 10=0?>

<?split-by-page-break:?>

<?end if?>

© 2007 Oracle Corporation – Proprietary and Confidential

Extended Function Support in RTF Templates

BI Publisher has extended a set of SQL and XSL functions for use in RTF templates

For Example :

See more : Oracle Business Intelligence Publisher Report Designer's Guide Release 10.1.3.4 P …‘Extended Function Support in RTF Templates ‘

Addition <?xdofx:2+3?> Lpad <?xdofx:lpad('aaa',10,'.')?> Rpad <?xdofx:rpad('aaa',10,'.')?> Trim <?xdoxslt:trim(‘ a ‘)?> Decode <?xdofx:decode('xxx','bbb','ccc','xxx','ddd')?

>

Round <?xdoxslt:round ( number [, integer ] )?>

© 2007 Oracle Corporation – Proprietary and Confidential

IF-THEN-ELSE

IF <boolean_expressionA> THEN<numeric or character expression1>[ELSIF <boolean_expressionB THEN<numeric or character expression2>]...[ELSE<numeric or character expression3]END IF

It can be used in an expression. The syntax is:

© 2007 Oracle Corporation – Proprietary and Confidential

IF-THEN-ELSE

Example :

<?xdofx:if SUMTOTALPERINV_UNM <=1000 then '3%'

else if SUMTOTALPERINV_UNM <=3000 then '3.5%'

else if SUMTOTALPERINV_UNM <=10000 then '4%'

else if SUMTOTALPERINV_UNM <=15000 then '4.25%'

else if SUMTOTALPERINV_UNM >15000 then '4.5%' end if ?>

© 2007 Oracle Corporation – Proprietary and Confidential

How To View Report Parameters ?

To view parameters of your report it must be as fields

if not

Do query as below in your RDF

select :P_DATE_FROM , :P_DATE_TO from dual ; P_DATE_FROM , :P_DATE_TO ( your parameters ) .

Then you can select it in your RTF file

© 2007 Oracle Corporation – Proprietary and Confidential

How To Do Serial Number In your RTF ?

Use below code in the same sequence to do serial number

<?xdoxslt:set_variable($_XDOCTX, ’Counter2’, 0)?>

<?xdoxslt:get_variable($_XDOCTX,'Counter2')?>

<?xdoxslt:set_variable($_XDOCTX, ’Counter2’, xdoxslt: get_variable($_XDOCTX, ’Counter’) + 1)?>

© 2007 Oracle Corporation – Proprietary and Confidential

How you Can Design Matrix Table ?

Use Bi Publisher desktop Release 10.1.3.4.1 to create your cross table layout .

© 2007 Oracle Corporation – Proprietary and Confidential

Showing Concurrent Manager Log file :

Show concurrent manager log file to determine problems :

1- log to you Application Administrator Responsibility

2- select system administrator .

3- Concurrent > Manager > Administer > Output Post Processor

> Processes then press Manager Log .

© 2007 Oracle Corporation – Proprietary and Confidential

View Examples : 1- Ramco Print Invoice XML

( For each Group , Page Break , Master and Detail , IF –Then ,

For each@section )

2- Ramco Customer Site Balance

( muli-groups , Header And Footer )

3- Ramco Payment Calendar

(Cross Table )

4- Trail Balance

( Groping & Sorting Data )

© 2007 Oracle Corporation – Proprietary and Confidential

AQ&Q U E S T I O N S

A N S W E R S

© 2007 Oracle Corporation – Proprietary and Confidential

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