Friday, 3 January 2014

BI Publisher - Excel

How to create a report in Excel using BI Publisher

1.  Create an XML for the data to be created and used for translation with the template
An example of which is an RDF or PL/SQL Package.

Assign this XML package as a concurrent program executable and associate this executable to the concurrent program.  The output type is XML.

2. Create a RTF template to format the data that is coming from the XML to either PDF or Excel depending on the BI Publisher template definition.

Example: CINV_GENERATE_XLS.rtf

3. Go to XML Publisher Responsibility and create data definition.  Create new template where the RTF file is attached and associated with the Data Definition.

Name CINV_XLS_BASED_RPT
Code CINV_XLS_BASED_RPT

Application Custom System Administration
Data Definition CINV_GENERATE_RPT
Type RTF Start Date 29-Jun-2011
Default File WMS_GENERATE_XLS.rtf
End Date
Default File Language English Subtemplate No
Default File Territory United States
File Name: CINV_GENERATE_XLS.rtf



4.  Make sure that the following are also true
a. Viewer: Text for the User is Browser
b. System Administrator -> Install -> Viewer Options ->
File Format: XML
Mime Type: application/vnd.ms-excel
Description: Microsoft Excel
c. regedit
HKEY_LOCAL_MACHINE-> SOFTWARE-> MIME-> Content Type->
application/vnd.ms-excel
Value: Browser
d. Internet Options -> Security -> Local Sites -> Sites -> Advanced ->
URL of the Oracle Applications

5. Submitting the Concurrent Program as a request
Options: CINV_XLS_BASED_RPT

Template Language: English: United States
Format: Excel
Style: Landscape (or Portrait)

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