Description:

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.

 

E.g.:

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:

 

Summary:

This Post explained what the steps should follow for BI publisher with excel template to the customer.

Queries?

Do drop a note by writing us at contact@doyensys.com or use the comment section below to ask your questions.

 

 

Share this post
Recent Posts

Leave a Comment

Start typing and press Enter to search