creating reports in oracle ebusiness suite using xml ... · report, run the report in ebusiness...

6/23/2015 Creating Reports in Oracle EBusiness Suite Using XML Publisher

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Creating Reports in Oracle EBusiness Suite Using XML Publisher

Purpose

This tutorial covers the fundamental features of XML Publisher, also known as Oracle Business Intelligence Publisher (BI Publisher), in an Oracle EBusinessSuite environment. You learn how to create templates and reports as well as how to publish your reports.

Time to Complete

Approximately one hour

Topics

This tutorial covers the following topics:

OverviewScenarioPrerequisitesInstall Oracle XML Publisher / BI Publisher DesktopSet the Oracle Reports Report Output to XMLUse Concurrent Manager to Create a Sample XML FileCreate an RTF Template

Load XML Data in a Word Template

Insert Form Fields

Create a Table

Create a Data Definition for the ReportUse the Template Manager to Upload the TemplateRun the Report with the TemplateSummaryRelated Information

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Overview

XML Publisher, which is also called Oracle Business Intelligence Publisher (BI Publisher), is a templatebased reporting tool that leverages standardtechnologies for data extraction and display. Business users can build the layout and rules for the report themselves by using common desktop tools.Development engineers can concentrate on extracting data in the most efficient manner. Deployment time is faster. Also, business users with minimal trainingcan design templates and reports based on the data sources provided by engineers, thus greatly reducing the cost of ownership.

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Scenario

This tutorial describes how to create a layout template for the Receivables Customer Balance Letter (ARXCOBLX). You create a letter that shows the outstandingbalance for a customer. This letter contains a table of all unpaid or partially paid invoices. You will then deploy the template to the Template Manager, run thereport, and generate an output.

This course covers:

Data: You use a predefined Oracle Reports report from the Receivables, Vision Operations (USA) application. This report is used as a data model for yourreport and generates data in XML format. You use this XML file to create your layout template.Layout Templates: You create a layout template for this report by using the BI Publisher Template Builder, an Addin for Microsoft Word. BI PublisherTemplate Builder is one of the components that is installed with the BI Publisher Desktop.Template Manager: You deploy your layout template by using the Template Manager in EBusiness Suite. You can deploy multiple templates for the same

report, run the report in EBusiness Suite with any one of the layout templates, and then view the output.Delivery: You can generate the report output in EBusiness Suite with your template and deliver it via multiple delivery channels based on the choice of theend user or the recipient. Note: This is not covered in detail in this tutorial.

Because, this complete process is integrated into the Concurrent Manager, users will have the same report submission experience they currently have.

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Prerequisites



To complete this tutorial, you should have:

1.The EBusiness Suite 11.5.10 instance or higher. This tutorial is based on the EBusiness Suite R12 instance.

You must have the following responsibilities: XML Publisher Administrator System Administrator Receivables, Vision Operations (USA)

2.Java Runtime Environment (JRE) 1.4. and Microsoft .Net 2.0 on your Windows PC

3.Microsoft Word 2000 or Microsoft Word 2003 on your Windows PC Note: Screen captures for this tutorial were taken in a Windows XP environment. Start menu options may thus vary slightly.

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Install Oracle XML Publisher Desktop/BI Publisher Desktop

You can use XML Publisher Desktop / Template Builder 5.6.3 or any later versions. In this tutorial, BI Publisher Desktop 10.1.3.2.1 is used. You can download theBI Publisher Desktop from here.

1. Download the BI Publisher Desktop by clicking the BI Publisher Desktop 10.1.3.2.1 for Windows link on the pagelink given above. You can save the download anywhere (for example, in C:\temp). After the download is complete,install BI Publisher Desktop. Open File Explorer and navigate to the download directory (for example, C:\temp).Doubleclick BIPublisherDesktop.exe to start the installation process. A set of installation wizard pages guide youthrough the installation process.

2. Select English, and then click Next.

3. On the InstallShield Wizard screen, click Next.

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4. Enter the location where you want to install BI Publisher Desktop and click Next.

The installation proceeds:



5. When the installation is complete, click Finish.

6. After BI Publisher Desktop is installed, open Microsoft Word. Note a menu item named Oracle BI Publisher on themenu bar and a new toolbar.

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Set the Oracle Reports Report Output to XML

The first task is to set the Oracle Reports report to generate XML output. You do this as the System Administrator in the definition of the Concurrent Program forthe Oracle Reports report.

1.Log in to your EBusiness Suite instance.



2.Open the System Administrator responsibility. However, the screen below may not match with your environment. It depends on theresponsibilities that you have. You may have to scroll down, and then click System Administrator.

3.Click the Define link from Concurrent: Program.

4.Click Run, if the Warning Security window is displayed.



5.The Concurrent: Programs window appears. Select View > Query By Example > Enter from the Applications menu. Note that the color ofthe fields change to blue. You can also press [F11] to enter the query mode.

6. In the Short Name field, enter ARXCOBLX. ARXCOBLX is the short name for the report. You should always use this name to reference thereport. Change the Output Format field to XML by using the dropdown list.



7.Run the query through Concurrent Programs. Select View > Query By Example > Run from the Applications menu to run the query.Alternatively, you can press [CTRL] + [F11] to run the query.

8.After the query is executed, note that the rest of the fields get filled up automatically. Save the results by clicking the Save icon from theApplications menu.



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Use Concurrent Manager to Create a Sample XML File

To generate a sample XML data file for the Customer Open Balance Letter, you need to submit a request through Concurrent Manager to run the report and createthe output in XML format.

1. Go to the EBusinee Suite's Home page and change the responsibility to Receivables, Vision Operations (USA). ClickReceivables, Vision Operations (USA) in the left navigation bar. However, the screen below may not match with your environment.It depends on the responsibilities that you have.

2. Scroll down and click Run link from Control : Requests to open the request submission form. You may have to wait for the



Applications form to appear the first time you access it.

3. The Submit a New Request dialog box appears. Select the Single Request option and click OK.

4. In the Submit Requestdialog box, click the ellipses (...) next to the Name field.

5. The Reports search dialog box appears. Enter customer% and click Find.

6. Select Customer Open Balance Letter from the list and click OK.



7. Click on the Parameters field to enter other values for the report, a Parameters dialog box comes up. In the As of date field enter:

01Jan2006.

8. To enter the customer name, scroll to the right and click the ellipses (...) next to the Customer Name From field. In the Longlistdialog box, enter a% and click OK.



9. Select A. C. Networks from the list and click OK.

10. Note that A. C. Networks is entered in both the Customer Name From and Customer Name To fields. Click OK.



11. To submit the request, click Submit.

12. A Decision dialog box appears. Note the Request ID and click No, because you would not be submitting any requests now.

13. From the Applications menu, select View > Requests.



14. In the Find Requests window, select the All My Requests option and click Find.



15. In the Requests window, search for your Job ID and check the status of the job. If the job is completed, click the View Outputbutton.

16..View the report in a browser. Because no template is associated with the report and you have requested an XML output, the reportis an XML file. Save the XML file as customer.xml in your local drive.



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Create an RTF Template

BI Publisher supports several types of templates. RTF templates are the most common and provide a wide range of output formats. You can use the BI PublisherTemplate Builder, which is an Addin to Microsoft Word, to build an RTF template. Make sure that you have installed Template Builder or BI Publisher Desktopbefore creating the templates. You use an existing RTF template file named Balance Letter Start.rtf. Download the starting template from here and save the RTFfile in C:\temp.

Load XML Data in a Word TemplateInsert Form FieldsCreate a Table

Load XML Data in a Word Template

You open a layout template and load the XML data. To load the XML data, perform the following steps:

1.Open the file named Balance Letter Start.rtf in Microsoft Word. This is a predefined template. In this template, the header,footer, Oracle logo, and page numbering in the header is added. It also has a text in the footer. These are done using theMicrosoft Word features. Any image can be inserted by using the Insert > Picture > From File from the Microsoft Word menu.

2.Select Data > Load XML Data from the BI Publisher menu.

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3. In the Please select XML data dialog box, select the customer.xml file and click Open.

4.When the "Data loaded successfully" message appears, click OK.

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Insert Form Fields

To insert form fields in the customer letter, perform the following steps:

1.Select <INSERT ADDRESS HERE> and select Insert > Field from the BI Publisher menu.



2.Select Customer Name from the Field dialog box and click Insert.

3.Place the cursor in the line below Customer Name and select Address Line 1. Click Insert. Similarly, insert Address Line 3,Address Line 4, City, State, and Country. Close the Field dialog box.

4.Select <INSERT DATE HERE>. Select Insert > Field from the BI Publisher menu. Select C As of Date Display and click Insert.



5.Similarly, change the other fields as follows:

<INSERT CURRENCY CODE HERE> as TRX CURRENCY CODE

<AMOUNT> as C_INV_OPEN_BALANCE

6.Click File>Save from Microsoft Word menu to save the template. Click Preview>PDF from BI Publisher menu to view the report inPDF.



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Create a Table

In this letter, you create a table of all unpaid or partially paid invoices. To create the table, perform the following steps:

1. Select the text <INSERT TABLE OF INVOICES HERE> in the layout template. Select Insert > Table Wizard from the BI Publisher menu.

2. In the Table Wizard window, select the Table option and click Next.

3. For Grouping Field, select the last item with List of Invoices from the dropdown list. Click Next.



4. Select the fields shown in the image below and move them to the right column. Click Next.

5. In the Group By window, click Next. There is no group for the data in the letter.



6. In the Sort By window, select Transaction Date from the dropdown list. Let the sort be Ascending order, which is the default. Click Finish.

7. Your template should appear similar to the image below. Use the Microsoft Word features to modify the look and feel, and adjust the columns

of the template.



8. Use the Microsoft Word features to change the column headings as shown.

9. Enter a new row at the end of the table to display the total for Amount Due. Place the cursor inside the last row and from the menu, select Table> Insert > Rows Below. Enter Total for the Amount column in the new row.

10.Add the total of Amount Due for the customer in the last column. Click anywhere in the empty cell to the right of the Total cell. Select Insert >Field.

11. In the Field window, select Trans Amount Remaining and sum from the Calculation dropdown list. Click Insert, and then click Close.



12.Your table should appear similar to the image below:

13.For better reading, change the data type and format for the date and amount fields. Select and double_click the C_AS_OF_DATE_DISPLAY field.The Text Form Field Options window appears. Change Type to Date. Change the date format as shown below.

14.Similarly change the format for the Transaction Date column.

15.Select and doubleclick TRANS_AMOUNT. Select the Number format $#,##0.00 and edit it as shown below. Enter $999 in the Default numberfield. Click OK. Similarly, change the format for Trans Amount Remaining and sum Trans Amount Remaining.



16.Select TRX_NUMBER and click the Center align icon on the Microsoft Word toolbar. Similarly, centeralign the Date field and rightalign all theamount fields.

17.Save the template as Balance Letter Template.rtf and preview in PDF format. Select Preview > PDF from the BI Publisher menu. The previewreport displays with the sample data.

You can add other Microsoft Word features to the template.

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Create a Data Definition for the Report

To publish your report, you must register the data source that would be merged with the template. When you register your layout template file (in the next section),you must assign to it a data definition that exists in the Template Manager. This associates the two at run time. Note that multiple templates can use the samedata definition.To create a data definition, perform the following steps:

1.Log in to EBusiness Suite and click XML Publisher Administrator to change to the XML Publisher Administrator responsibility. However, the screen belowmay not match with your environment. It depends on the responsibilities that you have.

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.

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 correctlylink this data definition to the underlying Concurrent Program and Oracle Reports report. For the Name field, you can use whatever you like. In this tutorial, use



"Customer Balance Data Definition." Click Apply.

4.You should see a confirmation message. Now you have successfully created the data definition for the Customer Balance Letter.

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Use the Template Manager to Upload the Template

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

2.Enter the template name as Customer Balance Letter Template. Select Application name as Receivables using the Lookup icon. Enter



code as ARXCOBLX.

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

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

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 TemplateFile section. For File, browse and open the file called Balance Letter Template.rtf.



6.Select the Language as English.

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



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Run the Report with the Template

1. Change to the Receivables, Vision Operations (USA) responsibility from the EBusiness Suite Application Home page. Click Runlink from Control : Requests.

2. The Submit a New Request window appears. Select the Single Request option and click OK.

3. In the Submit Request window, click the ellipses (...).



4. The Reports search window appears. Enter customer% in the Find field and click Find.

5. Select Customer Open Balance Letter from the list and click OK.

6. Click on the Parameters dialog box, where you will enter other values for the report. In the As of date field enter 01Jan2006.



7. To enter the customer name, scroll right and click the ellipses (...). In the Longlist dialog box, enter a% and click OK.

8. Select A. C. Networks from the list and click OK.



9. Note that A. C. Networks is automattically entered in both the Customer Name From and Customer Name To fields. Click OK.

10. Note that in the Layout field, the layout template file is listed. Click the Options button to see the other options that you can setafter the report is completed.



11. The Upon Completion.. window appears. In this window, you can specify what actions can be taken after the job is executed. Youcan notify one or more people about the report. You can send the report to be printed. For the purpose of this tutorial, you do notprint it. Click OK.



12. You return to the Submit Request window. Click Submit to execute the request.



13. Note the Request ID that is displayed in the the Decision dialog box and click NO.

14. From the Applications menu, select View > Requests.

15. In the Find Requests window, select the All My Requests option and click Find.



16. In the Requests window, search for your Job ID and check the status. If the job is completed, click the View Output button.

17..Click the View Output button to view the report in a browser. Note that the report is displayed with the layout in the template. Youcan also associate other templates with the same data definition.

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Summary

In this lesson, you learned how to:

Install Oracle XML Publisher Desktop / BI Publisher DesktopSet an Oracle Reports Report Output to XMLUse Concurrent Manager to Create a Sample XML FileCreate an RTF TemplateCreate a Data Definition for the ReportUse the Template Manager to Upload the TemplateRun the Report with the Template

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Related Information

In this tutorial, you learned how to create reports using XML Publisher in an EBusiness Suite environment. XML Publisher is also available as a standaloneproduct, which is known as Oracle Business Intelligence Publisher (BI Publisher). BI Publisher has easytouse wizards and additional features that enableaccess to a wider range of data sources, such as relational databases that provide JDBC connections, XML feeds via HTTP, and Web services. BI Publisherspeeds up template creation and report definition, and provides a greater variety of template types and output formats (you can create templates using Excel tocreate Excel worksheets or Adobe Flex to create Flash output). To learn more about Oracle BI Publisher, select several other Oracle Technology Network (OTN)tutorials from here.

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creating reports in oracle ebusiness suite using xml ... · report, run the report in ebusiness...

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