2. 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
3. What is XML Publisher?
• XML Publisher is a Java-based reporting tool that makes report
generation more efficient by separating the data extraction logic from the
report layout.
• Publisher is synonymous with BI Publisher (Business Intelligence).
The two terms are interchangeable.
4. • 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
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7. 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.
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10. 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.
11. 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.
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13. 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.
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18. 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.
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22. XML Publisher Value Proposition :
• Meet Business Requirements
• Remove Complexity
• Reduce Maintenance Cost and TCO
23. 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.
