XML Publisher

Edi Yanto
ediyanto83@gmail.com
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

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 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

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 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

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 What is XML Publisher ?

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 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.
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 Concept of XML Publisher

• Separate data / layout / translation

Data Logic
XML EFT

Layout
XML Publisher
Report
Translation output

Rapid Development
Greater Flexibility
Reduce Maintenance Cost

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 … from Data to Destination …

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 XML Publisher Modules

PDF Word Excel More…

Template Manager

Email
Template
SQL XSL
Printer
XML
Data XML Delivery
Oracle
Handler Data Server Fax
Report
Web XML
Services XLIFF Repository
EFT
Translation e-Commerce

Translation Handler

Translation
Catalogs

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 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

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 Sample Outputs

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 Financial Reports

What Do You Want To

Publish Today ?

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 Business Reports

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 Invoices

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 Purchase Orders

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 Sales Orders

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 Government Forms

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 Tax Forms

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 Electronic Payments EFT / EDI

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

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 Why XML Publisher ?

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 Complex Reporting Environments

• Strong business requirements in reporting area

• Have to rely on multiple reporting solutions
• 3rd party software and many servers required to satisfy business
requirements.
• Highly skilled engineers required to maintain the 3 rd party software
servers
Costly
Complex Systems
Expensive
Maintenance
Time Consuming
Labor Intensive

EFT/EDI

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 Single Solution Environment

• Utilizing Oracle XML Publisher

• Apps Integrated Publishing Solutions

Meet Business
Requirements Checks
Remove Complexity Invoices
Reduce Maintenance Cost
Reduce Total Cost

Labels Reports

23 Destinations XML / EFT / EDI

 Benefits to Stakeholders

End User
• Consistent user interface
• Report in multiple formats
• Language and locale options
• Multiple delivery channels

Business Consultant IT Consultant

• Focus on business requirements
• Faster deployment
• Uses familiar tools to prototype report
• Report matches prototype
(Excel*, Word or Acrobat)
• Reduced maintenance
• Higher Productivity

Development
• Focus on data provisioning

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 Classic Report Customization
Vs
XML Publisher

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 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
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 Classic Report Customization (2)

Data logic Layout

Report file
Translation

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 XML Publisher Customization

• 1 data set : 10 layout templates : 30 translation files

automatically generated using XLIFF
• Business consultants use familiar desktop tools for layout
customization

Report XSL

Templates

XML EFT

XML Data
Report
28 Output
 Benefits of XML Publisher

• Meet Business Requirements

• Flexibility
• Reduce Complexity
• Reduce Maintenance
• Reduce Costs

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 XML Publisher Usage

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 It’s everywhere…

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 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
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 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

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 XML Publisher Future

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 Oracle Fusion Applications

“Publisher is the only Reporting Platform for Oracle Fusion

Apps” (John Wookey – SVP Oracle)

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 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)
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 Designing using
XML Publisher

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 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 D F
P
• Microsoft Excel
Oracle XML Publisher Analyzer for Excel
cel
Ex

T F L
R X S

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 Template Styles Available

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 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

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 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.)

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 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

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 Associating the XML Data

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

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 Text Form Field

• Text Form Field is used to reference the XML Data.

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 Grouping Data

Note: Use the for-each@section 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.
45 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

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 Conditional Formatting

Conditional Format Statements:

• if
• if-then-else
• choose-when-otherwise

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 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')?>

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 Others Formatting (1)

Row/Column High Lighting

<?if@row:position() mod 2=0?>
<xsl:attribute name="background-color” xdofo:ctx="incontext">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?>
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 Others Formatting (2)

Conditional High Lighting with Text Decoration

<xsl:attribute xdofo:ctx="block" name="font-weight">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

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 XPATH Notations

Notation Meaning

. Current Node

.. Parent

// All elements in the

XML document
/ Descendants

@ Attribute

[] To Specify Conditions
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 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)?>

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 Register and Submitting
XML Publisher

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 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.

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 XML Publisher Responsibility

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

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 XML Data Definition

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

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 XML Template

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

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 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.

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 Demo

• Invoice
• Localization and Translation
• Chart and Cross Tab

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 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
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