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Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
Xml Publisher And Reporting To Excel
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Xml Publisher And Reporting To Excel

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

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

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  • Welcome
  • Transcript

    • 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(WorkbookWorksheet
        • [@Name=“Sheet1”] )
      • Get a Cell
        • Findnode(WorkbookWorksheet
        • [@Name=“Sheet1”]RowCell
        • [@Index=“4”]DataText()
    • 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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