Xml Publisher And Reporting To Excel

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Duncan Davies

An Overview of XML Publisher, followed by a look at how we delivered an improved Excel reporting solution for a client.

Who are we? Duncan Davies - Technical Consultant (Allinity) Email: Duncan@Allinity.com Adam Clark - Technical Consultant (Allinity) Email: Adam@Allinity.com Jay Jorgensen - External Consultant Email: Jay@GlobalWalkabout.com

What are we covering today? XML Publisher - Duncan Reporting to Excel Overview - Adam Reporting to Excel Deep-Dive - Jay Questions

What is XML Publisher? “ Publisher is the only Reporting Platform for Fusion Apps”

How does it work? XML Data Source Technical Task Template Layout Business Task Report Output XML Publisher Engine

Step 1 Create an App Engine to supply: XML Sample Data File XSD Schema File

Step 2 Create an RTF template in Word using the XML Sample data file.

Step 3 Within PeopleSoft, create: Data Source Defn Report Defn Process Defn

Step 4 Update your App Engine to output full data, then run it.

Advanced Use Bursting Content Library Translations

What’s good? Single Toolset Business users don’t need a techie to layout a report Highly Flexible Easier upgrade to Fusion Quick and easy

What’s not good? XML/XSL knowledge needed for complex reports Excel output very basic No update until 2008 (Tools 8.50) Need to use Report Mgr

What other tips can we give? Make sure all rowset levels are filled in sample data. RTFs not shown in Process Monitor, so set up Report Manager. Limit the size of the rowset for sample data. Sort data in Code

Why? Client required a reporting solution Output to Microsoft Excel Must be a PeopleTools solution

Output onto Multiple Sheets Complete control of individual cells Formatting of individual rows/columns/cells Formulas Client specific Branding/Formatting

Options XMLP SQRXLS nVision XSLT for XMLP

The Solution Application Package Kept within PeopleSoft Standard PeopleSoft APIs Classes and Methods

Benefits Rapid development Standard PeopleCode Object oriented API Simply pass a RowSet to the constructor

Summary Client Requirements Flexibility Rapid Development

What Have We Done Formatting – text, cell and sheet Print and Page Settings Formulas and Functions Multiple sheets Named Ranges

What Can be Done Short answer – everything but Macro’s and Passwords For Example Pivot Tables Charts Hyperlinks (drill-down like nVision) Data Functions – filters, sorting etc Smart Tags and Comments

Components Excel/XML XMLDOC Object Application Packages

Excel/XML Need to learn XML Simple Cascade - Worksheet/Column/ Row/Cell Styles used like CSS Namespaces and Schemas MS Schema’s of some use

XMLDoc PeopleSoft’s XML Parser Provides random access to the xml document – Like a Database Based on W3C standards – Uses XPath XPath is like a directory structure Examples Get a Sheet Findnode(Workbookorksheet [@Name=“Sheet1”] ) Get a Cell Findnode(Workbookorksheet [@Name=“Sheet1”]owell [@Index=“4”]ataext()

App Packages Object Oriented Approach – Classes Makes things more complex but so much faster/easier to maintain. Model your classes on the excel objects – sheets, cells etc Quicker debugging

Problems Namespaces and XMLDoc Other XMLDoc Issues Performance

Tips Plan your object model first Remove namespaces and add them in by string manipulation after XMLDoc is finished Consider generating large chunks of data by other methods (e.g. SQL) Leverage PeopleSoft Metadata (e.g. Field labels, translate and prompts) Apply a template (like the report class)

Finish Time estimates 2 man months for the Excel generator 1 man month for the template overlay Much of this is learning curve Time is easily recouped in developing reports etc that use it.

Thanks for listening. Does anyone have a Question?

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Xml Publisher And Reporting To Excel

1. XML Publisher and Reporting to Excel Duncan Davies, Jay Jorgensen and Adam Clark Allinity

2. Who are we? Duncan Davies - Technical Consultant (Allinity) Email: Duncan@Allinity.com Adam Clark - Technical Consultant (Allinity) Email: Adam@Allinity.com Jay Jorgensen - External Consultant Email: Jay@GlobalWalkabout.com

3. What are we covering today? XML Publisher - Duncan Reporting to Excel Overview - Adam Reporting to Excel Deep-Dive - Jay Questions

4. What is XML Publisher? “ Publisher is the only Reporting Platform for Fusion Apps”

5. How does it work? XML Data Source Technical Task Template Layout Business Task Report Output XML Publisher Engine

6. Step 1 Create an App Engine to supply: XML Sample Data File XSD Schema File

7. Step 1 Code – Populate Rowset

8. Step 1 Code – Output Files

9. Step 2 Create an RTF template in Word using the XML Sample data file.

10. Step 3 Within PeopleSoft, create: Data Source Defn Report Defn Process Defn

11. Step 3 – Data Source Definition

12. Step 3 – Report Definition

13. Step 4 Update your App Engine to output full data, then run it.

14. Step 4 Code – Code Changes

15. Advanced Use Bursting Content Library Translations

16. What’s good? Single Toolset Business users don’t need a techie to layout a report Highly Flexible Easier upgrade to Fusion Quick and easy

17. What’s not good? XML/XSL knowledge needed for complex reports Excel output very basic No update until 2008 (Tools 8.50) Need to use Report Mgr

18. What other tips can we give? Make sure all rowset levels are filled in sample data. RTFs not shown in Process Monitor, so set up Report Manager. Limit the size of the rowset for sample data. Sort data in Code

19. AEXLS Overview

20. Why? Client required a reporting solution Output to Microsoft Excel Must be a PeopleTools solution

21. Output onto Multiple Sheets Complete control of individual cells Formatting of individual rows/columns/cells Formulas Client specific Branding/Formatting

22. Options XMLP SQRXLS nVision XSLT for XMLP

23. The Solution Application Package Kept within PeopleSoft Standard PeopleSoft APIs Classes and Methods

24. Benefits Rapid development Standard PeopleCode Object oriented API Simply pass a RowSet to the constructor

25. Example

26. Summary Client Requirements Flexibility Rapid Development

27. AEXLS The Internals

28. What Have We Done Formatting – text, cell and sheet Print and Page Settings Formulas and Functions Multiple sheets Named Ranges

29. What Can be Done Short answer – everything but Macro’s and Passwords For Example Pivot Tables Charts Hyperlinks (drill-down like nVision) Data Functions – filters, sorting etc Smart Tags and Comments

30. Components Excel/XML XMLDOC Object Application Packages

31. Excel/XML Need to learn XML Simple Cascade - Worksheet/Column/ Row/Cell Styles used like CSS Namespaces and Schemas MS Schema’s of some use

32. XMLDoc PeopleSoft’s XML Parser Provides random access to the xml document – Like a Database Based on W3C standards – Uses XPath XPath is like a directory structure Examples Get a Sheet Findnode(Workbookorksheet [@Name=“Sheet1”] ) Get a Cell Findnode(Workbookorksheet [@Name=“Sheet1”]owell [@Index=“4”]ataext()

33. App Packages Object Oriented Approach – Classes Makes things more complex but so much faster/easier to maintain. Model your classes on the excel objects – sheets, cells etc Quicker debugging

34. Problems Namespaces and XMLDoc Other XMLDoc Issues Performance

35. Tips Plan your object model first Remove namespaces and add them in by string manipulation after XMLDoc is finished Consider generating large chunks of data by other methods (e.g. SQL) Leverage PeopleSoft Metadata (e.g. Field labels, translate and prompts) Apply a template (like the report class)

36. Finish Time estimates 2 man months for the Excel generator 1 man month for the template overlay Much of this is learning curve Time is easily recouped in developing reports etc that use it.

37. Thanks for listening. Does anyone have a Question?

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Xml Publisher And Reporting To Excel

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