Xml Publisher

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An overview of XML Publisher and a look at how it works within PeopleSoft.

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  • Welcome
  • Xml Publisher

    1. 1. XML Publisher Duncan Davies Allinity
    2. 2. What is XML Publisher? <ul><li>“ Publisher is the only Reporting Platform for Fusion Apps” </li></ul>
    3. 3. How does it work? XML Data Source Technical Task Template Layout Business Task Report Output XML Publisher Engine
    4. 4. Step 1 <ul><li>Create an App Engine to supply: </li></ul><ul><li>XML Sample Data File </li></ul><ul><li>XSD Schema File </li></ul>
    5. 5. Step 1 Code – Populate Rowset
    6. 6. Step 1 Code – Output Files
    7. 7. Step 2 Create an RTF template in Word using the XML Sample data file.
    8. 8. Step 3 <ul><li>Within PeopleSoft, create: </li></ul><ul><li>Data Source Defn </li></ul><ul><li>Report Defn </li></ul><ul><li>Process Defn </li></ul>
    9. 9. Step 3 – Data Source Definition
    10. 10. Step 3 – Report Definition
    11. 11. Step 4 Update your App Engine to output full data, then run it.
    12. 12. Step 4 Code – Code Changes
    13. 13. Advanced Use <ul><li>Bursting </li></ul><ul><li>Content Library </li></ul><ul><li>Translations </li></ul>
    14. 14. What’s good? <ul><li>Single Toolset </li></ul><ul><li>Business users don’t need a techie to layout a report </li></ul><ul><li>Highly Flexible </li></ul><ul><li>Easier upgrade to Fusion </li></ul><ul><li>Quick and easy </li></ul>
    15. 15. What’s not good? <ul><li>XML/XSL knowledge needed for complex reports </li></ul><ul><li>Excel output very basic </li></ul><ul><li>No update until 2008 (Tools 8.50) </li></ul><ul><li>Need to use Report Mgr </li></ul>
    16. 16. What other tips can we give? <ul><li>Make sure all rowset levels are filled in sample data. </li></ul><ul><li>RTFs not shown in Process Monitor, so set up Report Manager. </li></ul><ul><li>Limit the size of the rowset for sample data. </li></ul><ul><li>Sort data in Code </li></ul>
    17. 17. Thanks for listening. <ul><li>Does anyone have a Question? </li></ul>

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