Creating Reports in Oracle E-Business Suite Using XML Publisher
This tutorial covers the following topics:
Overview
Scenario
Prerequisites
Install Oracle XML Publisher / BI Publisher Desktop
Set the Oracle Reports Report Output to XML
Use Concurrent Manager to Create a Sample XML File
Create an RTF Template
Load XML Data in a Word Template
Insert Form Fields
Create a Table
Create a Data Definition for the Report
Use the Template Manager to Upload the Template
Run the Report with the Template
Summary
Related Information
Overview
XML Publisher, which is also called Oracle Business Intelligence Publisher (BI Publisher), is a template-
based reporting tool that leverages standard technologies for data extraction and display. Business users
can build the layout and rules for the report themselves by using common desktop tools. Development
engineers can concentrate on extracting data in the most efficient manner. Deployment time is faster.
Also, business users with minimal training can design templates and reports based on the data sources
provided by engineers, thus greatly reducing the cost of ownership.
Scenario
This tutorial describes how to create a layout template for the Receivables Customer Balance Letter
(ARXCOBLX). You create a letter that shows the outstanding balance for a customer. This letter contains
a table of all unpaid or partially paid invoices. You will then deploy the template to the Template Manager,
run the report, and generate an output.
This course covers:
Data: You use a predefined Oracle Reports report from the Receivables, Vision Operations (USA)
application. This report is used as a data model for your report and generates data in XML format.
You use this XML file to create your layout template.
Layout Templates: You create a layout template for this report by using the BI Publisher Template
Builder, an Add-in for Microsoft Word. BI Publisher Template Builder is one of the components
that is installed with the BI Publisher Desktop.
Template Manager: You deploy your layout template by using the Template Manager in E-
Business Suite. You can deploy multiple templates for the same report, run the report in E-
Business Suite with any one of the layout templates, and then view the output.
Delivery: You can generate the report output in E-Business Suite with your template and deliver it
via multiple delivery channels based on the choice of the end user or the recipient. Note: This is
not covered in detail in this tutorial.
Because, this complete process is integrated into the Concurrent Manager, users will have the same
report submission experience they currently have.
Prerequisites
To complete this tutorial, you should have:
1. The E-Business Suite 11.5.10 instance or higher. This tutorial is based on the E-Business Suite R12
instance.
You must have the following responsibilities:
- XML Publisher Administrator
- System Administrator
- Receivables, Vision Operations (USA)
2. Java Runtime Environment (JRE) 1.4. and Microsoft .Net 2.0 on your Windows PC
3. Microsoft Word 2000 or Microsoft Word 2003 on your Windows PC
Note: Screen captures for this tutorial were taken in a Windows XP environment. Start menu options may
thus vary slightly.