XML Publisher Edi Yanto [email_address] 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

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

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 (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 ?

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.

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.

Concept of XML Publisher Separate data / layout / translation Rapid Development Greater Flexibility Reduce Maintenance Cost Report output Data Logic Layout Translation XML Publisher XML EFT

Separate data / layout / translation

Rapid Development

Greater Flexibility

Reduce Maintenance Cost

… from Data to Destination …

XML Publisher Modules Delivery Server Data SQL XML Web Services Oracle Report Template Translation XLIFF XSL XML Translation Catalogs Data Handler Template Manager Translation Handler PDF Word Excel More… XML EFT Email Printer Fax Repository 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

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

Sample Outputs

Financial Reports What Do You Want To Publish Today ?

Business Reports

Invoices

Purchase Orders

Sales Orders

Government Forms

Tax Forms

Electronic Payments EFT / EDI

Or Maybe…. All Of Them One Solutions for All Your Business Documents

Why XML Publisher ?

Why XML Publisher ?

Complex Reporting Environments Costly Complex Systems Expensive Maintenance Time Consuming Labor Intensive Strong business requirements in reporting area Have to rely on multiple reporting solutions 3 rd party software and many servers required to satisfy business requirements. Highly skilled engineers required to maintain the 3 rd party software servers EFT/EDI

Costly

Complex Systems

Expensive Maintenance

Time Consuming

Labor Intensive

Strong business requirements in reporting area

Have to rely on multiple reporting solutions

3 rd party software and many servers required to satisfy business requirements.

Highly skilled engineers required to maintain the 3 rd party software servers

Single Solution Environment Utilizing Oracle XML Publisher Apps Integrated Publishing Solutions Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost XML / EFT / EDI Reports Checks Labels Destinations Invoices XML Publisher

Utilizing Oracle XML Publisher

Apps Integrated Publishing Solutions

Meet Business Requirements

Remove Complexity

Reduce Maintenance Cost

Reduce Total Cost

Benefits to Stakeholders Development Focus on data provisioning Business Consultant Focus on business requirements Uses familiar tools to prototype report (Excel*, Word or Acrobat) Higher Productivity IT Consultant Faster deployment Report matches prototype Reduced maintenance End User Consistent user interface Report in multiple formats Language and locale options Multiple delivery channels

Development

Focus on data provisioning

Focus on business requirements

Uses familiar tools to prototype report (Excel*, Word or Acrobat)

Higher Productivity

Faster deployment

Report matches prototype

Reduced maintenance

Consistent user interface

Report in multiple formats

Language and locale options

Multiple delivery channels

Classic Report Customization Vs XML Publisher

Classic Report Customization

Vs

XML Publisher

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

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

Requires high skilled engineers for customization

High Maintenance Cost

High Customization Cost

Difficult Upgrade

Classic Report Customization (2) Data logic Layout Translation Report file

XML Publisher Customization 1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF B usiness consultants use familiar desktop tools for layout customization Report Templates XML Data Report Output XSL XML EFT

1 data set : 10 layout templates : 30 translation files automatically generated using XLIFF

B usiness consultants use familiar desktop tools for layout customization

Benefits of XML Publisher Meet Business Requirements Flexibility Reduce Complexity Reduce Maintenance Reduce Costs

Meet Business Requirements

Flexibility

Reduce Complexity

Reduce Maintenance

Reduce Costs

XML Publisher Usage

XML Publisher Usage

It’s everywhere…

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

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

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

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

XML Publisher Future

XML Publisher Future

Oracle Fusion Applications “ Publisher is the only Reporting Platform for Oracle Fusion Apps” (John Wookey – SVP Oracle)

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

What’s Coming… 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)

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

Designing using

XML Publisher

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 Oracle XML Publisher Analyzer for Excel R T F P D F Excel X S L

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

Oracle XML Publisher Analyzer for Excel

Template Styles Available

Designing the Layout The RTF layout can be designed using the Standard features in Word . 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

The RTF layout can be designed using the Standard features in Word .

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 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.)

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

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

XML Publisher allows the user to produce secure PDF output, with security levels covering the following

Read only / Editable

Copy Text

Printable

Password Protection

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

Data Element:

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

Text Form Field T ext Form Field is used to reference the XML Data.

T ext Form Field is used to reference the XML Data.

Grouping Data Note: Use the [email_address] 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. Re-grouping: <?for-each-group:BASE Group;Grouping Element?>

Headers and Footers There are 2 ways to define headers and footers: Native word headers Header Template

There are 2 ways to define headers and footers:

Native word headers

Header Template

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

Conditional Format Statements:

if

if-then-else

choose-when-otherwise

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')?>

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')?>

Others Formatting (1) Row/Column High Lighting <?if@row:position() mod 2=0?> <xsl:attribute name=&quot;background-color” xdofo:ctx=&quot;incontext&quot;>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?>

Row/Column High Lighting

<?if@row:position() mod 2=0?>

<xsl:attribute name=&quot;background-color” xdofo:ctx=&quot;incontext&quot;>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?>

Others Formatting (2) Conditional High Lighting with Text Decoration <xsl:attribute xdofo:ctx=&quot;block&quot; name=&quot;font-weight&quot;>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

Conditional High Lighting with Text Decoration

<xsl:attribute xdofo:ctx=&quot;block&quot; name=&quot;font-weight&quot;>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

XPATH Notations To Specify Conditions [ ] Attribute @ Descendants / All elements in the XML document // Parent .. Current Node . Meaning Notation

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)?>

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)?>

Register and Submitting XML Publisher

Register and Submitting

XML Publisher

Process Overview 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.

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

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

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

Navigation:

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

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

Navigation:

XML Publisher Administrator-> Template-> Create Template

Submitting the Concurrent Request 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.

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 Invoice Localization and Translation Chart and Cross Tab

Invoice

Localization and Translation

Chart and Cross Tab

References http://www.oralce.com/technology/products/xml-publisher/index.html http://www.oracle.com/technology/products/xml-publisher/xmlpsamples.html http:// blogs.oracle.com/xmlpublisher / http://w3schools.com/ http://metalink.oracle.com http://ediyanto83.wordpress.com

http://www.oralce.com/technology/products/xml-publisher/index.html

http://www.oracle.com/technology/products/xml-publisher/xmlpsamples.html

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

http://w3schools.com/

http://metalink.oracle.com

http://ediyanto83.wordpress.com