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XML Publisher Duncan Davies Allinity

XML Publisher Tutorial

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Peoplesoft XML Publisher Tutorial

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Page 1: XML Publisher Tutorial

XML Publisher

Duncan DaviesAllinity

Page 2: XML Publisher Tutorial

What is XML Publisher?

“Publisher is the only Reporting Platform for Fusion Apps”

Page 3: XML Publisher Tutorial

XMLPublisherEngine

How does it work?

XML Data Source

Technical Task

TemplateLayout

Business TaskReportOutput

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Step 1

Create an App Engine to supply:

1. XML Sample Data File

2. XSD Schema File

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Step 1 Code – Populate Rowset

Page 6: XML Publisher Tutorial

Step 1 Code – Output Files

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Step 2

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

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Step 3

Within PeopleSoft, create:

1. Data Source Defn

2. Report Defn

3. Process Defn

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Step 3 – Data Source Definition

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Step 3 – Report Definition

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Step 4

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

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Step 4 Code – Code Changes

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Advanced Use

• Bursting

• Content Library

• Translations

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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

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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

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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