Create Excel Templates for BI Publisher

Starting with the release of PeopleTools 8.58, we can now use Excel Spreadsheets as BI Publisher templates.
We show you the basics of BI Publisher Excel Templates:
- Walk you through the template builder
- Demonstrate creating the three basic types of reports
- Upload the template into PeopleSoft and pop the new report to the screen using PeopleCode.
All XML, spreadsheets and a PeopleTools project can be found here:
peopletoolstechtips.com/using...
Production Notes:
A PT3 Production
Camera Kid: Anjelica Groncki
Music: Vlad Gluschenko - Overseas
License: CC BY 3.0: creativecommons.org/licenses/...
/ @vladgluschenkomusic

[@nico11]

It has been really helpfully. Thank you so much!

[@PeopleToolsTechTips]

Glad it helped!

[@aitorquintela]

Thank you! it's a very useful video.

[@soundaryagunasekaran1278]

Thank you so much it was very good and clear explanation i didnt find in any of the channel .. it is so helpful to me ....

[@PeopleToolsTechTips]

Glad it helped!
We're going to be posting a lot more info about working with BI Publisher in PeopleTools... and other subjects.
So stay tuned
- Randy

[@soundaryagunasekaran1278]

@@PeopleToolsTechTips i used it for oracle bip report...

[@davidparra6210]

Thank you sou much!!!

[@icoroz3186]

Thank you, it has been very helpfully, just a question exist a function or sometime close to the NVL function in rtf template, i mean the template put a zeros in the fields of null values (blank fields), thank you

[@PeopleToolsTechTips]

Look into the conditional areas of the RTF template. If the value is zeros, don't show the zeros or show an alternate value to the user when zero

[@venkateswar4939]

Very Helpful. But I am curious to know how you generated the xml file in BIP which was giving you state level tax info in hierarchial mode and not in traditional relational form. Can u give sample query/ reference link pls.

[@PeopleToolsTechTips]

I used the rowset method to create the XML File.
Take a look at the post here for details:
peopletoolstechtips.com/create-an-xml-file-with-peopletools-using-the-rowset-method/
You can also download the tools project and see all the code including creating the XML file if you import it into a PUM or a DEV environment (HCM)

[@AgniRao]

Very informative. Thank you. Is there any way we can split the sheets by number of rows. Ex: the new sheet should be created once it reaches 60K row.

[@PeopleToolsTechTips]

You could add a new field to your XML File and assign 60k rows of data to that tag value. Add a new value for each 60K. Then page break on that tag value. I would use the RowSet method to create this file

[@eswark444]

Nice. How can we sort the data in excel template?

[@PeopleToolsTechTips]

Sort the data in your rowsets before sending it to the XML file

[@eswark444]

@@PeopleToolsTechTips Thank you