Not all Excel Functions, formatting and formulas will work in the template Our work is done in the “Data Constraints” section starting with row 10.īest practice is to re-hide the XDO_METADATA sheet after development of the report. The top section (rows 1-8) are basic identification information needed for the template. You might have to edit some of these references and formulas. BI Publisher uses this hidden sheet for mapping between the data and the spreadsheet. The Template Builder will create a hidden sheet to the Excel workbook when the first field is added. Advanced formatting and functions from the current version will not work. When coding spreadsheets, you can only use capabilities and functions available to this version. xls spreadsheets (1997-2003 Workbook), not the modern. Notes on the Excel Template Builder XLS, Not XLSXīI Publisher uses the. Just look for the BI Publisher heading on your ribbon in Excel just an in Word. If you installed the Desktop helper for MS Word, then you have already installed the Desktop Helper for Excel. If this does happen, completely uninstall before re-installing the correct version. Installing the wrong version will create problems.
Excel xml tools install#
Make sure you install the correct 32/64-bit version as per your version of MS Office. Home > Reporting Tools > BI Publisher > Setup > Design Helper The easiest way is through your PeopleSoft Application This is a link to the Oracle Excel Template Documentation: /html/E22254_03/create_excel_tmpl.htm BI Publisher Excel Template Basics Installing the Template Builderĭownload the latest version of BI Publisher Desktop Template Builder as per your version of PeopleTools. Now we can create multiple page spreadsheets natively formatted in Excel and delivered through the PeopleTools framework where and when they are needed. Just like we used MS Word to create RTF templates, we use Excel to create XLS templates with the same desktop helper (Template Builder).
We just need leverage these within our PeopleTools environment. Luckily, there is plentiful documentation, demonstrations, and examples of Excel Templates available. They are just new to PeopleTools’ implementation of BI Publisher. What and Why Excel TemplatesĮxcel templates allow us to generate Excel spreadsheets in BI Publisher using Excel.Įxcel templates are not new to BI Publisher. This document will introduce the basics of using Excel Templates with BI Publisher. Now using the Excel templates, we can work directly in Excel to define the report which provides many of the features and tools that the users are requesting. However, this is more of a “Work Around” than a solution and left a few concepts to be desired. Before this release, if we wanted to create a spreadsheet using BI Publisher, the fastest way was to use an RTF template with a table and force the output to Excel through the report definition. Starting with the release of PeopleTools 8.58, PeopleTools can now use Excel Spreadsheets as BI Publisher templates.
Excel xml tools download#
PT3-BI-Pub-Excel-Template-Demo-Objects Download Summary
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