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Excel reporting comes with Microsoft 365, while Power BI Desktop is licensed separately. Assume the extension library includes the following two methods that you want to call in the template: After you have declared the library as shown above, specify the cell to which you want to apply the method by entering the XDO defined name in Column A and calling the function in Column B. Notice that the total salary cell is included in the department group to ensure that it repeats at the department level. Insert a new Hire Date column. The XDO_METADATA sheet is created with the format shown in Figure 6-24. The data file and template file must reside in the same folder. Making a Daily Activity Report for Hospital Entries. Sample data is inserted to the cell. Load the sample data to the Template Builder. When you have completed the dialog options, click OK to insert the BI Publisher code to define the groupings. For example if the data set is flat, the only repeatable element is /DATA/ROWSET/ROW. Assume you have the following subtemplate uploaded to the BI Publisher catalog as PaymentsSummary-SubTemplate.xsb. (The cell must be formatted as Text in the Excel Format Cells dialog.). The entry in Column C tells BI Publisher to apply a TopBorderStyle to the cell. A group is a set of data that repeats for each occurrence of a particular element. In connected mode you can interact directly with the BI Publisher server. You can mark multiple groups nested in the template, giving each the definition appropriate to the corresponding group. Select "XSL Stylesheet (HTML/XML/Text)" as the template Type. Any of the charts you create from scratch are fully customizable. In the hidden sheet assign that cell the parameter value, as shown in Figure 6-29. Browse to the location where you want to save the cube data, and then click Save. Pick one of the four options, and then click Select. After you enter the function, it populates the F8 cell as shown in Figure 6-21. In this case, you enter in Column C. Example: Splitting the data into multiple sheets. You would therefore select the customer number in the For Each field to create a new loop (or group) for each customer. Click Open Layout Template to open the Excel Analyzer template in Excel. You can also refer to the parameter in other logic or calculations in the XDO_METADATA sheet using $parameter_name. This option retains the full date and timestamp. On the Visual Reports - Field Picker dialog box, click the fields that you want to add or remove from the list of data to export, and then click Add, Remove, or Remove All to move fields between the Available Fields and Selected Fields boxes, or between the Available Custom Fields and Selected Custom Fields boxes. Field", Description of "Figure 6-34 Entries in the XDO_METADATA Sheet to Declare and Call the Java Extension Libraries ", Description of "Figure 6-35 Assigning the Defined Name XDO_?DEPT_TOTAL_SALARY? This action launches the folder that contains the Excel sample templates. Use XDO_SHEET_NAME_? When your template is complete, you can upload it directly to the report definition in the BI Publisher catalog. The Field command in the Insert group maps data elements from the loaded sample data to the desired location in the spreadsheet. Read More: How to Make Report Card in Excel (Download Free Template). To edit the code, update the code displayed in the Edit and click Update. The entry in Column B retrieves the style value from the attribute borderStyle of the DEPT_TOTAL_SALARY element. Hide the E column, so that report consumers do not see the canonical date that is converted. An Excel template is a report layout designed in Microsoft Excel for formatting your enterprise reporting data in Excel spreadsheets. You can use the Template Builder in connected mode or disconnected mode. Lets have a look at the description below. To format the date as "3-Feb-96", you must apply a function to that field and display the results in a new field. In this case, use the XDO_MARKUP_? Tip:If you know which category contains the report, you can click that category's tab to view a shorter list of reports. This formula will simply provide the value of the percentage of work done in the Text Box. Compare actual work against your estimates with burndown reports. The Data and Template regions display all .xml files and all .xls files present in the directory, as shown in Figure 6-40. By submitting daily work report, one will be able to enhance working abilities to make productivity higher at workplace. To import the subtemplate, enter the command shown in Table 6-8. A confirmation message confirms the data is loaded. We stored the formula of percentage in cell G1 previously, so we put the value of it in the Text Box. Custom reports will appear in the category for the type of data used. You can also set a color using one of the types shown in Table 6-16. You define these functions in the Data Constraints region of the XDO_METADATA sheet. The template file must be saved as Excel 97-2003 Workbook binary format (*.xls). In Figure 6-9 the repeating group is selected in the Field Browser and the corresponding fields are highlighted in the template. Table 6-25 shows the usage of XDO_MARKUP_? On the BI Publisher tab, in the Load Data group, click Sample XML. In the top right corner, select the three dots (), then select Export to Excel. This name can be empty if the XDO_REGROUP_? The IF Function will leave the serial number entry blank if there is no entry in the Work Title column. Click anywhere in the % Complete chart, and then click Chart Tools Design. and the code is written to the XDO_METADATA sheet as shown in Figure 6-8, Figure 6-8 XDO_METADATA Sheet Showing Repeating Group. The Field Browser enables you to view and edit the code inserted by the Template Builder and the code you inserted manually into the XDO_METADATA sheet. Make a new report available for future projects. Use the Field list pane on the right of the screen to pick fields to show and filter information. To apply a style in a template, the style value must be present in the data. Some fields are only available in Visio reports, and not in Excel reports. Define the XSL statements to be placed at the beginning and ending of the section of the group definition marked up by XDO_?cell object name?. This report compares planned work and cost to baseline work and cost. The process flow for working in disconnected mode is: Log in to the BI Publisher server and download sample data from the data model for which you want to design a template. In the Excel template, assign the defined name XDO_?DEPT_TOTAL_SALARY? XDO_REGROUP_?STATEGRP?XDO_CURRGRP_?STATE? The Excel Analyzer feature of BI Publisher has been deprecated, but if you have Excel Analyzer templates from previous BI Publisher releases, you can use the Import command of the Excel Template Builder to import an Excel Analyzer template and convert it to an Excel template. For this example, the following data is used. Each department data now displays on its own sheet, which shows the naming convention specified. For most projects, this will be weeks. From the menu, select Format Cells. Other formatting and calculations can be expressed in XSLT. Click OK on the Visual Reports - Field Picker dialog box, and then click Save Cube. Table 6-14 Defining Border and Underline Styles, , . For example: XDO_SUBTEMPLATE_?1? The BI Publisher defined names are Excel defined names identified by the prefix "XDO_". If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check boxes. Use the command shown in Table 6-11 to reference the Java extension libraries. In Column B enter the calculation as an XPATH function. In the Visual Reports dialog box, on the All tab, click the report that you want to edit. In the table row where the data is to display, use the Template Builder to insert the HIRE_DATE field. The output document is opened in a new Excel workbook. copy a new report into the global template for use in future projects. Creating the defined name with the BI Publisher code in the template creates the connection between the position of the code in the template and the XML data elements, and also maintains the ability to dynamically grow data ranges in the output reports, so that these data ranges can be referenced by other formula calculations, charts, and macros. The group is assigned the name COUNTRY_GRP and it is grouped by the element COUNTRY. With Project, you can create and customize striking graphical reports of whatever project data you want, without having to rely on any other software. In other words, the employees are "grouped" by department and each employee's data is "grouped" by the employee element. The entries in the XDO_METADATA sheet to declare and call the Java extension libraries are shown in Figure 6-34. After upload, click View a List. The chart changes as you make your selections. Excel templates generate Excel binary (.xls) output only. The following sections provide more detail on the Template Builder features when working in connected mode: Section 6.3.1.1, "Logging In Through the Template Builder", Section 6.3.1.2, "Online Features of the Template Builder", Section 6.3.1.3, "Uploading Templates from the Template Builder". Select the cells in the spreadsheet that contain the elements you want repeated. Use this report to view a diagram showing the work and remaining work for both critical and non-critical tasks. If you are working in connected mode, you have the option of testing your template with live data from the report data model using View Report. Section 6.7.1.1, "Splitting the Report into Multiple Sheets", Section 6.7.1.2, "Declaring and Passing Parameters", Section 6.7.1.4, "Importing and Calling a Subtemplate", Section 6.7.1.5, "Referencing Java Extension Libraries". Click Field Picker to modify the fields included in the list of data to export. Table 6-29 Creating Nested Groupings, Example 3. BI Publisher uses the Excel defined names feature to identify data fields and repeating elements. Create an XSLT file to create groups in the data according to a size specified in a variable. You can use the XDO_ defined names in Excel native formulas as long as the defined names are used in a simple table. Select the element that for each occurrence, you want the loop to repeat. A very similar data set can be found in \BI Publisher Desktop\Template Builder for Word\samples\Excel templates\Employee By Departments\EmpByDept Single Sheets\EmpbyDeptExcelData.xml. In the BI Publisher Properties dialog, select the following: From the Group By list, select EMPLOYEE_ID. In the figure below, the cell has been marked with the defined name XDO_?Country? Tip:When you click a chart, three buttons also pop up directly to the right of the chart. ", Example: Importing and Calling a Subtemplate. This is an exclusive excel template that is based on daily work report of the employees. This will help me enrich my upcoming articles. The inserted field is shown in Figure 6-19. BI Publisher provides a set of functions to provide specific report features. Click the Chart Styles button to quickly change the color or style of a chart. In the XDO_METADATA sheet, enter the following: To define the top border style, use the entries shown in Table 6-18. In disconnected mode the commands in the Online group are not enabled. Figure 6-2 Excel Template Builder Login Dialog to BI Publisher Server. Task, Resource, and Assignment Summary categories. Hello, Nahian here! Note that the DEPT_TOTAL_SALARY element in the data has these attributes defined: The value of each of these attributes is used to apply the defined style based on logic defined in the template. Figure 6-37 A Generated Report Showing Style Commands Applied to the XDO_?DEPT_TOTAL_SALARY? Table 6-12 shows example commands. The Field Browser displays the BI Publisher commands that are present in the template. It is important to select fewer than six dimensions for your report. In this case, do not refer to the define names in formulas in the final report. The Template Builder creates the hidden XDO_METADATA sheet the first time you insert a field or repeating group. To call the subtemplate, declare the cell name for which the results should be returned in Column A, then enter the call-template syntax with any other XSL processing to be performed. Change the bar colors. In a nutshell, my dedication to this article was set to provide you with some examples of how to make daily activity report in excel. In the Select Data Type section, select the type of data that you want to use in the report. Use the Chart Elements and Chart Filters buttons to quickly pick elements such as data labels and filter the information that goes into the chart. . As you work on the project, the reports change to reflect the latest info no manual updates required! If you do nothing else, the HIRE_DATE value is displayed as shown. The following table describes the visual reports in the Task Usage category. To create a simple loop, do not select a group by element. Use one of the upload template commands to upload your completed template to the BI Publisher catalog. When XDO_GROUP_? You must remove the Analyzer for Excel before installing the BI Publisher Desktop. An Excel defined name is assigned to the cell range using the BI Publisher syntax XDO_GROUP_?name? BI Publisher supports the normal Excel style types and values as shown in Table 6-15. When you select a command, the area of the template that corresponds to the code is highlighted. Figure 6-23 shows the template with column E hidden. When working in connected mode, you can choose whether to view the data structure using the Business View names or the XML Tag Names as defined in the data model. Set the status date for project reporting. Select Excel Templates. The Outline level box lets you select how many levels in the project outline the table should show. Use Column B to enter the special XDO-XSL syntax to describe how to control the data constraints for the XDO function, or the XSL syntax that describes the special constraint to apply to the XDO_ named elements. If you do not have access to the report data model, but you can access the report, then you can alternatively save sample data from the report viewer. Example entries are shown in Table 6-21. The Excel Template Builder is not compatible with the (deprecated) Analyzer for Excel. Assume data as shown below. An indicator shows if planned costs exceed baseline costs. The BI Publisher tab that displays when you install the Template Builder is shown in Figure 6-1. Add a column to the table in your layout for HIRE_DATE. Click Add to move them to the Selected Fields box. In the View Reports group, click the type of report you want and then pick a specific report. With the XDO_STYLE command you specify the cell to which to apply the style, the logic to determine when to apply the style, and the style type to apply. The Excel Template Builder facilitates template design by automating the insertion of simple mappings, providing preview functionality, and enabling direct connection to the BI Publisher server from your Excel session. Any person who is self employed or performing as an employee in a company, it is required to maintain day-to-day work reports as well as generate them on daily basis to organize records concerning all the works executed by you throughout working hours. BI Publisher provides an add-in to Microsoft Excel to facilitate the insertion of fields and repeating groups. The tools can be downloaded from the Home page of Oracle Business Intelligence Publisher or Oracle Business Intelligence Enterprise Edition, as follows: Under the Get Started region, click Download BI Publisher Tools, then select the BI Publisher Desktop option (32bit Office or 64bit Office) appropriate for your version of Microsoft Office. If you have the Analyzer for Excel installed from a previous version, the BI Publisher Tools installer detects its presence and halts the installation. For more information about template-data mappings, see Section 6.6, "Understanding Excel Template Concepts.". BI Publisher provides a set of functions to achieve additional reporting functionality. to specify the naming convention for each sheet. To modify an existing template, select the template name and click Open Layout Template. Excel templates provide a set of special features for mapping data to worksheets and for performing additional processing to control how the data is output to Excel workbooks. In the Project Overview report, you could change the % Complete chart to show critical subtasks instead of top-level summary tasks: In the Field List pane, go to the Filter box and pick Critical. The mapping is written to the XDO_METADATA sheet as shown in Figure 6-6. The COUNTIF Function will count the number of times Done present in the Work Status column. Note:Timephased assignment data is available in reports in the Assignment Usage category. The sample entries in the XDO_METADATA sheet are shown in Figure 6-39. On the BI Publisher tab in the Online group, click View Report. Table Tools Design and Table Tools Layout tabs. Showing the work progress of an organization is very important for the improvement of a company and its also useful to evaluate your employees. You are prompted to save the XML file. To preview with the Template Viewer and view log messages: From the Windows desktop, click Start, then Programs, then Oracle BI Publisher Desktop, then Template Viewer. Figure 6-30 Assigning the Defined Name XDO_?INVOICE_NO? Click Insert to insert the data element to the cell in the spreadsheet. Table 6-13 Commands for Specific Formatting Attributes, Section 6.7.2.1, "Defining Border and Underline Styles". These reports are based on timephased task data. Select a field from the list by which you want to group the data. The Login dialog is shown in Figure 6-2. The COUNTA Function will count the number of cells through the range G6:G13. XDO_REGROUP_?UniqueGroupID?levelName?groupByName?sortByName?sortByName?sortByName? For example: http://www.example.com:7001/xmlpserver. (Because this is the first field you are inserting, a message displays stating that the metadata sheet will be created.) When finished, click Close to close the Field Browser. Use this report to view a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time. The invoices are stored in a central location accessible by a Web server and can be identified by the invoice number (INVOICE_NO). Figure 6-19 Inserting the HIRE_DATE Field. In this article, Ill show you some different types of daily activity reports for different purposes. When you select a data model from the catalog, the Create Report button is enabled. Upload Template is enabled only when you have opened an existing template from the Open Template dialog using the Open Layout Template button. Note:By default, Project sets the level of usage data to what it recommends for your project's size. Make an Excel chart like the following image. Configure and tweak charts. Names each worksheet the name of the department with the number of employees in the department, for example: Sales-21. One option to display a date is to use the Excel REPLACE and SUBSTITUTE functions. Scripting on this page enhances content navigation, but does not change the content in any way. The data bar indicates the percent of work complete. command to disable markup for the generated report. Repeat for the Employee Name, Employee ID, Email, Telephone, and Salary fields in the template. In connected mode, log in to the BI Publisher server from Excel. Use the Field List pane to pick different fields to compare, and use the controls to change the color and format of the chart. Move the numbers off the bars. sortByName is the field name that you want to sort the group by. Summary reports do not include timephased data. Pick a new style from the Chart Styles group. In Column B enter the XSL expression to derive the new sheet name. Use this report to view a pie chart that illustrates the division of resource cost between the three resource types: cost, material, and work. Table Use the Field List pane to choose what fields to display in the table (Name, Start, Finish, and % Complete appear by default). You can also add new images (including photos), shapes, charts, or tables here. Cell", Description of "Figure 6-38 Output for a Skipped Row", Description of "Figure 6-40 The Data and Template Regions Showing All .xml and .xls Files", Description of "Figure 6-41 Log Messages", Description of "Figure 6-42 The Excel Template Option". XDO_REGROUP_?PAYMENTSUMMARY_Q1?PAYMENTSUMMARY_Q1?PAY_TYPE_NAME? Use the XDO_LINK_? The Template Builder created a hidden XDO_METADATA sheet when you inserted the first field. BI Publisher provides a downloadable add-in to Excel that provides the following features: Connects directly to the BI Publisher server to load sample data and upload and download templates, Inserts data field mappings to the template, Inserts repeating group mappings to the template, Provides a field browser to review all inserted code and to edit or delete mappings, Previews the template using the sample data or live data when in connected mode. Browse to the location where you want to save the database, and then click Save. When you begin the design of a new Excel template using the Template Builder, the first time you use one of the Insert functions the Template Builder automatically creates a hidden XDO_METADATA sheet. Example: . See it in the following figure. Here, Im giving you a template so that you can make another on your own using the examples of this article. These reports are based on the timephased data, similar to the data found in the Task Usage and Resource Usage views. The following commands require that specific formatting attributes be present in the XML data file. When the Template Builder inserts a field or repeating group it creates a mapping between the data and the spreadsheet and writes the mapping to a hidden sheet called the XDO_METADATA sheet. For each occurrence of the element, the department name and the list of employees belonging to that department are displayed. If the template sheet includes images, when the data is split into multiple sheets, the images are displayed only on the first sheet. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); This post may contain affiliate links, meaning when you click the links and make a purchase, we may earn an affiliate commission, but this never influences our opinion. "/> For example: . From this dialog you can initiate one of the following actions: When you select a report in the Reports region, any existing Excel templates or Excel Analyzer templates (deprecated) are displayed in the lower Layout Templates region. View any log messages in the message box, as shown in Figure 6-41. Figure 6-14 BI Publisher Properties for the Departments Repeating Group. The report output is displayed as shown in Figure 6-32. In this section, we created a table for the daily report on sales and quantity sold by an organization. Comparison Sets two charts side-by-side. Figure 6-24 Format of the XDO_METADATA Sheet. Assume your company generates customer invoices. From the Output Format list, select Excel. Business View names are user-friendly names defined for the data elements in the data model editor. In cases with multiple data sources or hierarchical XML you can choose the data set. After logging in, the following commands in the Online group become enabled (shown in Figure 6-3). Excel templates use named cells and groups of cells to enable BI Publisher to insert data elements. ", Section 6.3.1.3, "Uploading Templates from the Template Builder. Entries in Excel. To use Power BI reports on Project for the web data, you need to be a licensed user ofPower BI Desktop or Power BI Pro. The Template Viewer merges the selected data with the selected template and spawn the appropriate viewer. When you select the report in the Open Template dialog, the Excel Analyzer template displays in the Layout Templates region as type "excel". Enter the defined names for each cell of employee data and create the group for the repeating employee data, as shown in Figure 6-25. Using Excel Table to Make Daily Activity Report in Excel, 3. See Section 6.3.1.3, "Uploading Templates from the Template Builder.". Click Import. When applied to the data sample, this XSLT file generates intermediate data as follows: Save the XSLT file as splitByBrand.xsl and upload the file to the report definition in the BI Publisher catalog. If you are familiar with XSL, then this can be a very useful debugging tool. You can have multiple extension libraries defined in a single template file. Navigate to the saved location and open the XSL file in an appropriate viewer. Table 6-30 Entries in Data Constraints Region to Split by Brand. To remove all default or custom fields from the report, click Remove All in the Select Fields or Select Custom Fields section. The Template Builder loads the sample data for this report's data model. Use the XDO_SKIPROW command to suppress the display of a row of data in a table when the results of an evaluation defined in Column B return the case insensitive string "True". connect to Project for the web data through Power BI Desktop. See a list of all reports and how you can use them. When direct connection to the BI Publisher server is not possible or not desirable, you can use the Template Builder to design and preview templates in disconnected mode. Log in to the BI Publisher server and use the report editor to upload your template. Read More: How to Create a Summary Report in Excel (2 Easy Methods). When you select the For Each data field you are telling BI Publisher that for each occurrence of the selected field in the data you want the elements and processing instructions contained within the loop to be repeated. The Template Builder installation includes sample Excel templates. The entry in Column B retrieves the style value from the attribute underLineStyle of the DEPT_TOTAL_SALARY element. When set to "false", BI Publisher does not produce any defined names for any result produced by XDO_GROUP_? If you don't need to include usage data in your reports, set the data level to Years for best performance. We are using this formula so that we can put a serial number for each work automatically. Table 6-11 Referencing Java Extension Libraries. Cells are named using BI Publisher syntax to establish the mapping back to the XML data. Click the Actions menu, then click Export, then click Data. To edit or delete a field using the Field Browser: On the BI Publisher menu, in the Tools group, click Field Browser. You can disable the XDO markup activity in the final report using the command "XDO_MARKUP_?". The entry in Column C tells BI Publisher to apply a TopBorderColor to the cell. "/>, . In this example, the cell is E9. command is used for the most inner group. To calculate the sum of the SALARY element for all employees in the group, enter the following: . Click Open to run the report in the report viewer. This procedure follows these steps: The method you choose for loading sample data depends on whether you are working in connected or disconnected mode. The value for this field is not available in the data and requires a calculation. For example, to map the DEPARTMENT_NAME element, select cell B5. Visual reports allow you to view Project information graphically using enhanced PivotTables in Excel 2010. Using the Employee by Department template and data from the first example, this procedure adds the HIRE_DATE element to the layout and displays the date as shown in Column E of Figure 6-18. To insert the code for the field and group mappings you create with the Template Builder. Note that the employee Michael Hartstein is not included in the report. The entry in Column A maps this style command to the cell assigned the name XDO_?DEPT_TOTAL_SALARY? function to declare the parameter, then use the $parameter_name syntax to pass a value to the parameter. In the Save Reporting Cube section, select the category that contains the type of data that you want to save. Do not create the grouping around the department because the data is split by department. The total salary field maps to the cell named XDO_?XDOFIELD7?. You are prompted to locate and select the data from its saved location. Use this report to view a bar graph with remaining work and actual work for each work resource, illustrated in work units. Use this report to view a diagram that shows planned and actual costs for your project over time. Enter the commands shown in Table 6-10 in the Data Constraints region. See a list of all reports and how you can use them. The report compiles various financial and substantive data to compares project achievements with the project plans. We have the Serial number for the tasks, Work Title and the Status of it and also we have an overview of the percentage of work done in this report. The Template Viewer also enables you to save and view the intermediate XSL file that is generated after the sample data and template are merged in the XSL-FO processor. To view or add a comment, sign in Sample data is inserted to the cell in the template. The template in this section for the daily activity report is for monitoring the activities of the employees and the status of a project. Say you decide that the % Complete chart in the Project Overview report needs a facelift. Click the numbers to select them, and then drag them upward.