The below process explains the step by step details about BI publisher report with excel template with screenshots.
Step1: Concurrent Program
Create a Concurrent Program with Executable File Name as XDODTEXE
Step:2 Data XML Template
Create a Data XML Template for the Query
Step:3 Data Definitions
Create a Data Definition under XML Publisher Administrator responsibility with the above XML Template.
Step:4 Excel Template
Define the Tag for Fields in the Excel Template in the following Format:
Data elements: XDO_?element_name?
where XDO_ is the required prefix and
?element_name? is either:
the XML tag name from your data delimited by “?”
a unique name that you will use to map a derived value to the cell
?group_name? Is the XML tag name for the parent element in your XML data delimited by “?”.
A unique name that you will use to define a derived grouping logic.
Tag for AR Invoice Posting Date: XDO_?AR_POSTING_DATE?
Tag for Group: XDO_GROUP_?G_HEADER?
The element name in XML data should match with the field name in the tag.
For a group, select the entire record and provide the tag.
Create Templates under XML Publisher Administrator Responsibility with the type as ‘Microsoft Excel.’
Step: 6 Excel Output:
This Post explained what the steps should follow for BI publisher with excel template to the customer.
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