Oracle XML PublisherIntegration with PeopleSoft

By,Mr . Venkat.

XML Publisher What is XML Publisher ? XML Publisher phases Creating and Registering Data Sources Creating Report Templates Defining Report Definitions Running, Locating, and Viewing XML Publisher Reports Advantages of XML Publisher Conclusion

What is XML Publisher?

• Publisher is synonymous with BI Publisher (Business Intelligence). The two terms are interchangeable.

• XML Publisher is a Java-based reporting tool that makes report generation more efficient by separating the data extraction logic from the report layout.

• Report templates can be created using common software such as Microsoft Word, Excel, Adobe Acrobat, etc., while data sources can come from PeopleSoft Queries, rowsets, XML document objects, or XML files.

• The separation of data sources and report templates allow end users to modify the report layout, using familiar desktop applications, without the assistance of technical developers once the data source of the report is created. • There are four XMLP report output types:

XMLP Report Output Types• HTML• PDF• RTF• XLS

XML Publisher Phases :

XML Publisher implementation includes the following phases: • Set up XML Publisher. • Create and register data sources. • Create and upload report templates. • Define XML Publisher reports. • Run, locate, and view XML Publisher reports.

Data Source: • Go to Reporting Tools XML Publisher Setup Data Source. Add a new Data Source. Select either PS Query or Rowset.

• If you selected PS Query, first create a Query that you wish to use in your report. You can click on ‘Generate’ button to create Sample XML file to be used in report template. Save XML file on your PC.

• If you wish to use Rowset then write an Application Engine program that writes Rowset in the form of XML data and XSD schema. Use functions GetXMLData and GetXSDSchema to generate XML file and XSD file for rowset.

Report Template : Let’s create an RTF template using XML file that you created in step 1.Open MS Word after you have installed the plug-in. You will notice that there are five new buttons. Click on the first button i.e. Data and Load XML file that you created in step 1. Now your sample data is loaded in the template. You can format your report and test it using the loaded data. Save the template.

Report Definition : You are ready to create report definition. Go to Reporting Tools XML Publisher Setup Report Definition and add a value. Specify the report name, data source type and data source name. There are five tabs in Report Definition. 1. Definition – Specify description and category of report.2. Template – Upload the template file created in Step 2.3. Output – Specify the output report format and set a default format.4. Security – Specify the Role or User who should have access to the report.5. Bursting – Specify the criteria if you need to burst the report. Leave it blank if bursting is not needed.Save the report definition.

Process Definition:

Write a small Application Engine program that runs the above report definition. Now create a new process definition that runs this Application Engine process. Your first XML Publisher report is ready. Remember the output of XML Publisher report does not go to Process Monitor. In order to see the report, you need to go to Report Manager.

XML Publisher Value Proposition :

• Meet Business Requirements

• Remove Complexity

• Reduce Maintenance Cost and TCO

Conclusion:XML Publisher for PeopleSoft Enterprise is a template-

based reporting solution that separates the data extraction process from the report layout and allows the reuse of extracted application data into multiple report layouts.

XML Publisher provides the ability to design and create report layout templates with the more common desktop applications of Microsoft Word and Adobe Acrobat, and renders XML data based on those templates.

With a single template, it can generate reports in many formats (PDF, RTF, Excel, HTML, and so on) in many languages.

This approach to reporting can dramatically reduce report maintenance, enabling power business users to adjust report templates without involvement of IT resources.

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