Convert Custom Reports to Oracle Business Intelligence Publisher – A very useful presentation by Mr. Mohan Dutt & Parth Agnihotri

  1. Step 1: Convert the RDF report into XML format
    • Convert the RDF Report into XML format using rwconverter utility
    • This utility is available with Report 9i or later

    rwconverter batch=yes source=c:XX_TRX_PRINT.rdf dest=c:XX_TRX_PRINT.xml dtype=xmlfile overwrite=yes

  2. Step 2: Create RTF Template
    • Option 1 – RDF Layout Migration
      • Use RTFTemplateGenerator utility to generate layout template from RDF Layout
      • java.exe oracle.apps.xdo.rdfparser.RTFTemplateGenerator XXXX_TRX_PRINT.xml
    • Option 2 – Create RTF file using Template Builder
  3. Create RTF Template – Template Builder
    • New Cross Tab Wizard
      • Multiple Levels
      • Totals
    • Enhanced Chart Dialog
      • Multiple Line Charts
      • 3D Charts with Gradients
      • Color Schemas
      • Real Preview
    • New Table Wizard
    • Translation Support
      • Generate XLIFF file
      • Test Translations
    • Template Validation
  4. Create RTF Template
    • Generate Sample XML Data
      • Set Output Format to XML for current RDF Concurrent Program.
      • Execute the concurrent program and save XML Data Output File
  5. Create RTF Template
    • Insert XML field in the template – Insert Menu -> Field option
    • All the headers and summary level details can be inserted using this feature
  6. Create RTF Template
    • Insert Table –
      • Insert Menu -> Table / Form -> Select Wizard option.
      • All the line level details can be inserted using this feature
  7. Create RTF Template
    • Loop –
      • <?for-each:G_LINE?> loop through all lines
    • Conditional Formatting
      • display lines with LINE_TYPE=‘LINE’
      • RDF Format Trigger logic can be implemented like this
    • Last Page Only Tag
      • <?start@last-page:body?><?end body?>
      • Anything after the last page only tag is displayed at the end of the document
  8. Create RTF Template
    • Preview output
  9. Step 3: Create Data Template
    • Use DataTemplateGenerator Utility to generate Data Template
    • java.exe oracle.apps.xdo.rdfparser.DataTemplateGenerator XX_TRX_PRINT.xml
    • DataTemplateGenerator creates:
      • Data Template (XX_TRX_PRINT_template.xml)
      • PLS files for Report PLSQL code:
        • PL/SQL package specification (XX_TRX_PRINTS.pls)
        • PL/SQL package body (XX_TRX_PRINTB.pls)
  10. Create Data Template
    • Data Extraction Engine
      • Fast, scalable extraction engine
      • Integrated into concurrent manager
      • Offers all that Oracle Reports offers plus 30-40% faster
      • Multiple queries + joins
      • Event triggers
      • Flexfield support
      • Data Structure
  11. Create Data Template
    • Data Template consists of
      • <parameters>section in which parameters are declared in child <parameter> elements;
      • <dataQuery> section in which the SQL queries are defined in child <sqlStatement> elements;
      • <dataTrigger> section in which PLSQL function are defined which are fired when the event occurs
      • <dataStructure> section in which the output XML structure is defined
  12. Step 4: Execute PLSQL code generated
    • Execute the .pls files in the database
    • Review the code before executing the .pls files
      • One may need to change the code
      • RDF Format triggers are not supported by the utility. Format trigger logic must be implemented separately.
  13. Step 5: Register new Concurrent Program
    • Set the concurrent program output format to XML.
    • Attach executable XDODTEXE to the concurrent program
  14. Step 6: Register Data Definition
  15. Register Data Definition
    • Upload Data Template generated in Step 3 to Data Definition
  16. Step 7: Register Layout Template
  17. Step 8: Create Bursting Control File
    • This is required to e-mail files or delivering reports directly to the printer
    • Bursting Engine Features
      • Burst individual documents from a batch
      • Dynamic generation based on data
      • Deliver in desired layout and output format
      • Deliver down desired delivery channel
      • Integrated into concurrent processing

    Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF

  18. Create Bursting Control File
    • Accepts a data stream and splits it based on multiple criteria
    • Generates output based on a template
    • Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP)
  19. Step 9: Upload Bursting Control File to Data Definition
  20. Step 10: Program Call to Bursting Engine
    • Add code in After Report trigger to call Bursting Engine for delivery of reports
    • This submits ‘XML Publisher Report Bursting Program’ program which splits current program’s XML output, generates documents and delivers them to destination mentioned in Bursting Control File

2 thoughts

  1. Hi,

    I am trying to use charts in RTF templates and then run it as a concurrent program in EBS12 for PDF output.

    If I use the chart object in the RTF the report completes successfully but the chart is not displayed in the concurrent program output.
    If I run the RTF template standalone then RTF works correctly or if I run the template in preview mode in the XML Pubkisher Administrator responsibility the chart is displayed. Any help would be great.

    I am using WORD 2007 and Oracle BI Publisher Template Builder for Word



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