Bi Publisher Excel Template Tutorial

Create data definition and load the data template.

Bi publisher excel template tutorial. Preview your template using the preview command. Home reporting tools bi publisher setup design helper. Create concurrent program with executable xdodtexe. Enroll for our complete t.

Then select com add ins and click on go. The easiest way is through your peoplesoft application. To build the template described in this tutorial use the sample data available in the samples folder installed with bi publisher desktop. However i had the most success uploadingxls files.

Load the sample data to the template builder. Log in to the bi publisher server and download sample data from the data model for which you want to design a template. Design layout in excel by using xml data. Design your template in excel.

Bi publisher reporting tool for peoplesoft has couple of new features with peopletools 857 such as using composite query as a data source type and psxpcqreportviewer property. This video explains you the steps from downloading the oracle bi publisher template builder build a report and the ouput csv file. Name the report layout select the excel file to be used for the template select excel as template type and choose english as the locale. Download the latest version of bi publisher desktop template builder as per your version of peopletools.

A very similar data set can be found in install directorybi publisher desktoptemplate builder for wordsamplesexcel templatesemployee by departmentsempbydept single sheetsempbydeptexceldataxml. Bi publisher claims to acceptxlxs formats. To map the xml. Select bi publisher template for builder for excel and click ok.

Obtain the xml data file and identify the columns you want to display on your excel report. Create xml data template. Upload template into bi publisher. Obtain xml data from your data model.

If you have already installed bi publisher and are working with it in ms word then you simply need to go into excel options select add ins click on bi publisher template builder for excel. Create the data template and load the designed excel template. Open excel with the bi publisher template builder for excel add in installed. Make sure you install the correct 3264 bit version as per your version of ms office.