Post on 25-Mar-2018
transcript
Creating Excel XML Templates for Generating Excel formatted Reports
Agenda
Introduction using XML to get an EXCEL format
Creating a simple excel template
Old Vs. New
Pavel Bogouchevitch Neelima Kartha pbogouchevitch@astcorporation.com nkartha@astcorporation.com
Connection to BI Publisher server that has sample data and templates Field browser to edit or delete
mappings Preview option with live or sample data Data field and repeating group
mappings
BI Publisher Features
Retrieving XML Output
Application Developer Responsibility Concurrent Find your program Save Output Format as XML
Building a Simple Template
1.BlankExcelTemplate.xls file
2.Designing the layout in Excel
3.Assigning BI Publisher defined names
4.Preparing the XDO_METADATA sheet
5.Testing template
Starting with a Blank Template
BlankExcelTemplate.xls provided by BI publisher XDO_METADATA sheet included
Mapping XDO_METADATA Sheet Created for mapping
whenever field or repeating group is inserted
Mapping between the data and the spreadsheet
BI Publisher Defined Names
Mark cells with XDO_ defined names –necessary for mapping XDO_ is the required prefix
?order_date? is either: the XML tag name a name used for mapping derived value to the
cell Example: XDO_?EMPLOYEE_ID?
XDO_METADATA Sheet
Required by BI publisher to process the template Consists of two sections Header section Column A entries necessary Value is required for only one: Template
Type : Type_Excel_Template
Data Constraints section Not required unless there are calculations
Test the Template
To preview your report using sample data: Click Sample XML Click Preview Output will open in new workbook
Enabling Lookup Output 1. Setting template type to XLS (Enable option 'XLS' in XDO_TEMPLATE_TYPE lookup code, AOL ) A. Query out Type 'XDO_TEMPLATE_TYPE‘
B. Check 'Enable' checkbox of record 'XLS‘ C. Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag' field of this record D. Save
2. Setting Output to Excel Enabling option ‘EXCEL’ XDO_XLS_TEMPL_OUTPUTS lookup code A. Query out Type ‘XDO_XLS_TEMPL_OUTPUTS‘ B. Make sure option 'EXCEL' is enabled
Enabling Lookup Output
Limitations of Excel Templates
• Images are not supported for multiple sheets – images are displayed only on the first sheet
• manual coding or XSL/XSLT specifications
necessary when designs are complex