XML Publisher

Edi Yanto
ediyanto83@gmail.com
Oracle Applications Technical Consultant

Day 1

Oracle XML Publisher Overview

Install Oracle XMLP / BI Publisher Desktop
Creating Reports in Oracle E-Business Suite Using XMLP

Generate XML file using Concurrent Manager

Creating RTF Report Templates
Using the Design Helper Plug-in
Creating Data Definition for the report
Using Template Manager to upload the report
Running XML Publisher Reports

Translation and Localization

Grouping and Subtotals
Adding Header and Footer Information
Date and Number Formatting

Day 2

Creating Report from Data Template

Repeating Header With Resetting The Page Numbering
For Each New Header
Adding Chart and Image
Using Conditional Formatting
Using Cross Tab Functionality
Adding Updateable Variables To The Template
XMLP Security

Oracle XML Publisher Overview

What is XML Publisher (XMLP) ?

Why XML Publisher ?
Classic Report Customization vs. XML Publisher
XML Publisher Usage
XML Publisher Future
Designing using XML Publisher
Register and Submitting XML Publisher

What is XML Publisher ?

XML Publisher
XML Publisher / BI Publisher is a standalone Oracle
product and an E-Business Suite integrated application
module.
It is "a template-based publishing solution...that provides a
new approach to report design and publishing by integrating
familiar desktop processing tools..."
XML Publisher is a tool which enables the users to produce
flexible
high quality
template-based
reports from oracle e-Business Suite data.
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Concept of XML Publisher

Separate data / layout / translation

Data Logic

XML

Layout
XML Publisher

Translation
Rapid Development
Greater Flexibility
Reduce Maintenance Cost
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Report
output

EFT

 from Data to Destination

XML Publisher Modules

PDF Word Excel

More

Template Manager
Email

Template
SQL
XML
Oracle
Report
Web
Services

XSL

Data
Handler

Data

Delivery
Server

XML

XLIFF

Translation
Translation Handler
Translation
Catalogs

XML

Printer
Fax
Repository

EFT

e-Commerce

XML Publisher Technology

Open Standard Technologies
Pure Java
Pluggable data in XML
Output format in PDF, RTF, HTML
W3C XSL-FO implementation
Added Value:
Performance
Security
MLS and Extensions to FO

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Sample Outputs

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Financial Reports

What Do You Want To

Publish Today ?

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Business Reports

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Invoices

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Purchase Orders

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Sales Orders

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Government Forms

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Tax Forms

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Electronic Payments EFT / EDI

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Or Maybe. All Of Them

One Solutions for All Your Business Documents

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Why XML Publisher ?

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Complex Reporting Environments

Strong business requirements in reporting area

Have to rely on multiple reporting solutions
3rd party software and many servers required to satisfy business
requirements.
Highly skilled engineers required to maintain the 3rd party software
servers

Costly
Complex Systems
Expensive
Maintenance
Time Consuming
Labor Intensive

EFT/EDI
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Single Solution Environment

Utilizing Oracle XML Publisher

Apps Integrated Publishing Solutions

Meet Business
Requirements
Remove Complexity
Reduce Maintenance Cost
Reduce Total Cost

Checks
Invoices

Labels

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Destinations

Reports

XML / EFT / EDI

Benefits to Stakeholders
End User
Consistent user interface
Report in multiple formats
Language and locale options
Multiple delivery channels

Business Consultant
Focus on business requirements
Uses familiar tools to prototype report
(Excel*, Word or Acrobat)
Higher Productivity

Development
Focus on data provisioning
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IT Consultant
Faster deployment
Report matches prototype
Reduced maintenance

Classic Report Customization

Vs
XML Publisher

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Classic Report Customization (1)

1 data set : 10 layouts : 30 languages >> 300

reports
Requires high skilled engineers for customization

High Maintenance Cost

High Customization Cost
Difficult Upgrade
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Classic Report Customization (2)

Data logic

Layout

Report file

Translation

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XML Publisher Customization

1 data set : 10 layout templates : 30 translation files

automatically generated using XLIFF
Business consultants use familiar desktop tools for layout
customization

Report
Templates

XML

XML Data
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Report
Output

XSL

EFT

Benefits of XML Publisher

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Meet Business Requirements

Flexibility
Reduce Complexity
Reduce Maintenance
Reduce Costs

XML Publisher Usage

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Its everywhere

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Oracle Applications

Peoplesoft
Current release 8.48, integration with scheduler, query engine
8.50 will uptake 5.6.3 features Early 2008

E Business Suite
11i 5.6.3 to be released very soon
R12 5.6.3 embedded

JD Edwards
Current release 8.96 Do it yourself kit
8.98 bursting, better integration, templates

Siebel
8.0 has 5.6.3.embedded
8.1 will ship with BIPE integration and templates Early 2008

Retail
Mid 07 Release
XMLP integrated directly

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Middleware and Business Intelligence

BIEE 10.1.3.2
Integrated into dashboard, Answers, direct query, briefing books, PDF
generation

BIP Enterprise 10.1.3.2

Standalone server release

Application Server
Multiple products now integrating XMLP as their reporting solution

Database
APEX 3.0 integration with BIP Server
Will ship as option to database

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XML Publisher Future

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Oracle Fusion Applications

Publisher is the only Reporting Platform for Oracle Fusion
Apps (John Wookey SVP Oracle)

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Whats Coming

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Continued development across all Oracle Apps

Tools
Online Template Builder
Template Builder plugin enhancements
Data Template Builder
Excel Template Builder
PDF Template Mapper
Application Adapters for BIP Enterprise
Tighter MS Office integration (Excel, Outlook, Word & Powerpoint)
More template format Excel
Continuous Performance Improvements
Delivery Integration
Discoverer Integration (Enterprise)

Designing using
XML Publisher

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Familiar Design Tools

The report layout can be designed by familiar desktop application

Microsoft Word
Oracle XML Publisher Template Builder
Oracle BI Publisher Template Builder

Adobe Acrobat
XSL Editors
Microsoft Excel

F
D
P

l
e
c
Ex

Oracle XML Publisher Analyzer for Excel

F
T
R

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L
S
X

Template Styles Available

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Designing the Layout

The RTF layout can be designed using the Standard

features in Word.

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Select the size, font, and alignment of text

Insert bullets and numbering
Draw borders around paragraphs
Include a watermark
Include images (jpg, gif,)
Use table auto formatting features
Insert a header and footer

Multiple Language and Font Support

Multiple Language Support

160 languages and 200 territories (ISO Standards) are supported

Easy to translate each template into 160 languages
Utilize RTF or XLIFF for translation

Multiple Font Support

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XML Publisher ships with full set of Unicode Fonts

Support for font mapping and font linking (MICR and Barcode fonts can be
embedded and linked to the output.)

Security

XML Publisher allows the user to produce secure PDF output,

with security levels covering the following
Read only / Editable
Copy Text
Printable
Password Protection

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Associating the XML Data

Data Element:
To create the data element we need to add the Forms toolbar.

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Text Form Field

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Text Form Field is used to reference the XML Data.

Grouping Data

Note: Use the for-each@section to repeat the header information across pages of the
output document. The field will be repeated if the line information runs across more
than one page, the page numbering will also be reset.
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Re-grouping: <?for-each-group:BASE Group;Grouping Element?>

Headers and Footers

There are 2 ways to define headers and footers:
Native word headers

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Header Template

Conditional Formatting
Conditional Format Statements:
if
if-then-else
choose-when-otherwise

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Variables

Declaration and Assigning Value

<?xdoxslt:set_variable($_XDOCTX,variable name', 0)?>

Sets the value of variable_name to the current value plus the

element amount
xdoxslt:set_variable($_XDOCTX,variable name',
xdoxslt:get_variable($_XDOCTX,variable name')+element name)

Get Value
<?xdoxslt:get_variable($_XDOCTX, variable name')?>

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Others Formatting (1)

Row/Column High Lighting
<?if@row:position() mod 2=0?>
<xsl:attribute name="background-color xdofo:ctx="incontext">green</xsl:attribute>
<?end if?>

Creation of Page Total Element

<?add-page-total:TotalFieldName;'element'?>
<?add-page-total:dt;DEBIT'?>

Displaying Page Total

<?show-page-total:TotalFieldName;'number-format'?>
<?show-page-total:dt;$#,##0.00; ($#,##0.00) ?>

Sorting
<?sort:element name?>

Page Breaks
<?split-by-page-break:?>

Last Page Only

<?start@last-page:body?>
<?end body?>
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Others Formatting (2)

Conditional High Lighting with Text Decoration
<xsl:attribute xdofo:ctx="block" name="font-weight">bold</xsl:attribute>

Oracle Number Format Mask

<?format-number:fieldname;999G999D99?>

Oracle Date Format Mask

<?format-date:fieldname;MASK?>
Mask Output for US Locale
SHORT 2/31/99
MEDIUM Dec 31, 1999
LONG Friday, December 31, 1999
SHORT_TIME 12/31/99 6:15 PM
MEDIUM_TIME Dec 31, 1999 6:15 PM
LONG_TIME Friday, December 31, 1999 6:15 PM
SHORT_TIME_TZ 12/31/99 6:15 PM GMT
MEDIUM_TIME_TZ Dec 31, 1999 6:15 PM GMT
LONG_TIME_TZ Friday, December 31, 1999 6:15 PM GMT

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XPATH Notations

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Notation

Meaning

Current Node

..

Parent

//

All elements in the

XML document

Descendants

Attribute

[]

To Specify Conditions

Extended SQL and XSL Functions

Syntax:
<?xdofx:expression?>
Examples:
<?xdofx:rpad(FIRST_NAME||LAST_NAME),30,'x')?>
<?xdofx:decode('xxx','bbb','ccc','xxx','ddd')?>
<?xdofx:Instr('abcabcabc','a',2)?>
<?xdofx:upper(char)?>

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Register and Submitting

XML Publisher

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Process Overview

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Set up the XML Publisher Administrator responsibility.

Set the E-Business Suite report to generate XML output.
Register the E-Business Suite report as a Data Definition
with XML Publisher.
Design the template and Register the template in the
Template Manager.
Run the Standard program to obtain the XML data file.
Run the XML Report Publisher request to merge the data
with the template.

XML Publisher Responsibility

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XML Publisher Data Source

Set the output type for any Oracle Seeded Report program to XML

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XML Data Definition

Navigation:
XML Publisher Administrator-> Data Definition-> Create Data Definition

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XML Template
Navigation:
XML Publisher Administrator-> Template-> Create Template

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Submitting the Concurrent Request

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Run the concurrent program via SRS (Standard Request

Submission)
Click Option Button
On the Option dialog box, choose desired template,
language and output type that you want.

Demo

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Invoice
Localization and Translation
Chart and Cross Tab

References

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http://www.oralce.com/technology/products/xmlpublisher/index.html

http://www.oracle.com/technology/products/xmlpublisher/xmlpsamples.html

http://blogs.oracle.com/xmlpublisher/

http://w3schools.com/

http://metalink.oracle.com

http://ediyanto83.wordpress.com

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