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Creating Excel XML Templates for Generating Excelformatted Reports
Agenda
Introduction using
XML to get an
EXCEL format
Creating a simple
excel template
Old Vs. New
Pavel Bogouchevitch Neelima Kartha
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Win a $25 Gift Card!
Drop off your business card
after todays presentation
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Prerequisites
Microsoft Excel 2003 or later
Created report data model
BI publisher desktop
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BI PublisherArchitecture
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Connection to BI Publisher server thathas 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
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XML Output
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Excel Template
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Retrieving XML Output
Application Developer
Responsibility
Concurrent
Find your program Save Output Format as XML
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XML Output
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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
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Starting with a Blank Template
BlankExcelTemplate.xls provided by BIpublisher
XDO_METADATA sheet included
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Blank Excel Template
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Mapping
XDO_METADATA Sheet
Created for mapping
whenever field or
repeating group is
inserted Mapping between the
data and the
spreadsheet
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Creating a Sample Design
Determine
how you want
the data to be
placed
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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?
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Name Manager
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Grouping
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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: TemplateType : Type_Excel_Template
Data Constraints section
Not required unless there are calculations
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Mapping
Header
Section
Data Constraints
Section
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Test the Template
To preview your report using sample data:
Click Sample XML
Click Preview
Output will open in new workbook
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Enabling Lookup Output
1. Setting template type to XLS
(Enable option 'XLS' in XDO_TEMPLATE_TYPElookup code, AOL )
A. Query out Type 'XDO_TEMPLATE_TYPEB. Check 'Enable' checkbox of record 'XLS
C. Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag'field of this record
D. Save
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Enter 'XDO_XLS_TEMPL_OUTPUTS' in 'Tag' field of this record
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2. Setting Output to Excel
Enabling option EXCELXDO_XLS_TEMPL_OUTPUTS lookup code
A. Query out TypeXDO_XLS_TEMPL_OUTPUTS
B. Make sure option 'EXCEL'is enabled
Enabling Lookup Output
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Creating Data Definitions
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Uploading Excel Template
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Old VS New
VS
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Alternative Method
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Alternative Method
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Alternative Method
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Alternative Method
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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
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