XML Publisher Template(RTF) Creation and Grouping Data Using XML/BI Publisher Desktop for Word

Prereq and Downloads

• XMLP_Desktop 5.5/BI Publisher Desktop 10.1.3.4.1 for Windows add-on must be installed on your machine.
• You can download "BI Publisher Desktop 10.1.3.4.1 for Windows"(123 MB) from below link.
• http://www.oracle.com/technology/software/products/publishing/index.html
• Run BIPublisherDesktop.exe 
  

Summary Steps and Sample Downloads:
1.Extract XML data from CP/Create your own sample XML data (HGXMLP-DATA.xml)
2.Create layout and group data in new template(RTF) file (HGXMLP-TP.rtf)
3.Preview output in PDF/HTML/RTF/XML (HGXMLP-OUT.pdf)

Step 1: Extract XML data from CP/Create your own sample XML data(HGXMLP-DATA.xml)
Extract XML data from CP
1.Open any existing concurrent program definition and change the Output:Format to XML.
2.Run CP. Save output(which comes in XML).

Or        
Create your own sample XML Data(HGXMLP-DATA.xml)

Step 2: Create template layout and group data in the template(RTF) file(HGXMLP-TP.rtf)
1.Install XMLP_Desktop 5.5/BI Publisher Desktop 10.1.3.4.1
2.Open new MS Word document. You can see new Menus added in tool bar by BI Publisher Desktop.

3.Click menu Data->Load XML Data. Select file HGXMLP-DATA.xml created in Step 1. You will get message 'Data Loaded Successfully'

4.Click menu Insert->Table/Form. It opens screen 'Insert Table/Form'.
Data Source: Data Source shows hierarchy of the nodes present in your xml data file(HGXMLP-DATA.xml)
Template: Template shows hierarchy of the nodes you selected to show in a template layout
Properties: Each node Style, Sort By, Grouping, Sort Order, etc.
Preview: You can see preview of the layout while adjusting nodes.

5.Drag nodes from Data Source tree to Template to create table structure. When you do drag and drop, it asks for "Drop Single Node", "Drop All Nodes", "Cancel".

6.Select "Drop All Nodes".

7.To group invoices by VENDOR, select node 'Invoice' and set properties Style to 'FreeForm', Grouping to 'VENDOR' in Properties window.

8.To group invoices under vendor by Invoice_Date, select node 'Vendor' and set properties Style to 'Table', Grouping to 'INVOICE_DATE' in Properties window.

9.Click Ok button. You will see the table layout on the document.

10. Now add Heading and Footer to the report and save as rtf file(HGXMLP-TP.rtf). Template is ready.

Step 3: Preview output in PDF/HTML/RTF/XML..(HGXMLP-OUT.pdf)
1.Open HGXMLP-TP.rtf created in Step 2.
2.Click menu Data->Load XML Data and select xml data file HGXMLP-DATA.xml created in Step 1.
3.Click menu Preview->PDF to see the output.

4.Output(Shows invoices order by vendor name and invoice date in PDF format)