XML Publisher Tutorial

XML Publisher

Duncan DaviesAllinity

What is XML Publisher?

“Publisher is the only Reporting Platform for Fusion Apps”

XMLPublisherEngine

How does it work?

XML Data Source

Technical Task

TemplateLayout

Business TaskReportOutput

Step 1

Create an App Engine to supply:

1. XML Sample Data File

2. XSD Schema File

Step 1 Code – Populate Rowset

Step 1 Code – Output Files

Step 2

Create an RTF template in Word using the XML Sample data file.

Step 3

Within PeopleSoft, create:

1. Data Source Defn

2. Report Defn

3. Process Defn

Step 3 – Data Source Definition

Step 3 – Report Definition

Step 4

Update your App Engine to output full data, then run it.

Step 4 Code – Code Changes

Advanced Use

• Bursting

• Content Library

• Translations

What’s good?• Single Toolset

• Business users don’t need a techie to layout a report

• Highly Flexible

• Easier upgrade to Fusion

• Quick and easy

What’s not good?• XML/XSL knowledge needed for complex reports

• Excel output very basic

• No update until 2008 (Tools 8.50)

• Need to useReport Mgr

What other tips can we give?

• Make sure all rowset levels are filled in sample data.

• RTFs not shown in Process Monitor, so set up Report Manager.

• Limit the size of the

rowset for sample data.

• Sort data in Code