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.


Step:5 Templates

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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