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Friday 18 January 2013

Creating First report using wizard


Creating First report using wizard

We had already learnt that how to create a report in Report Builder.
In the normal report we will create data model and layout model, but in XML Publisher we will create a data model and RTF (Rich Text Format).
So, by using below Query we are going to create a data model and an RTF.
First create a data model which we had learnt in previous lessons which is shown below

For this data model primarily we have to generate one .XML file.
How we have to generate .XML file shown below. Follow below navigation
For that go to FILE menu-àGenerate to fileàXML which is shown below
 When ever we select XML then system will ask where to save .XML file which is shown below

Provide proper File name and then save in appropriate location

When ever we open the .XML file what we have generated should be like

Now we have to Design our template layout:

Use the Microsoft word or any word processor to generate the template layout, while saving save the document with RTF extension. Let us call this template file as Manual_Report.rtf

Now we have to Associate XML data to layout

·         Once XML publisher is installed successfully, a new menu bar will be found by name “Template Builder”. Navigate through Template Builder => Data => Load XML Data.
        Which is shown below

When ever we give click on Load XML Data, system will ask for to load the XML data what we had generated which is shown below


Here is our .xml file(Manual_Report.xml). Select the file and click on ‘Open’.

Here we will get one pop window with message like Data loaded successfully.

Now we have to insert the XML Publisher simplified tags

·         Click on Template Builder => Insert => Fields.
·         From Field message dialog choose the required field and click insert.
Simplified tags can be inserted in two ways, first by fields where the xml simplified tag is inserted in the help text, secondly by using syntax <? TAG ?>. A form field is called a placeholder.
This is shown below.


When ever we click on ‘All Fields’ we will see below window which is nothing but XML tags.

Now we have to publish the report

·         Click on Template Builder => Preview => HTML/PDF/Excel/RTF (any format).
 Here we get the output shown below





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