Create a BI Publisher Report in PeoopleSoft
by Learn the basics of creating a BI Pub report for PeopleSoft
Category: BI Publisher
Install BI Publisher Desktop
The BI Publisher Desktop is the easiest way to create your report templates for BI Publisher Reports. Oracle provides Add-Ins for both Microsoft Word and Excel to help you quickly create new reports and modify existing reports.
BI Publisher Sub-Templates
Sub-Templates allow us to create a commonly used code block such as headers with logos and other information instead of recreating that header on every report. When an item in that header changes, we only need to change the header sub-template instead of every report that uses that common header.
Posting BI Publisher Reports to the PeopleSoft Process Monitor
Using a quick change, we can get BI Publisher Reports generated through the Process Scheduler to post to the Processes detail page along with the other files and logs.
Formatting Dates in BI Publisher Excel Templates
Properly handling the dates between the XML File and a BI Publisher Excel template is actually quite easy once you understand what is happening and how to correct the issue.
Sending Images to BI Publisher using PeopleTools
Using PeopleTools, we can generate BI Publisher reports containing images from our PeopleSoft environment. Use the user uploaded images in PeopleSoft on BI Publisher Reports.
Use Checkboxes with BI Pub RTF Templates
BI Publisher allows the use of advanced form fields such as checkboxes to both ease development and create a more professional, modern looking product.
Add Watermarks to PDF Documents with PeopleCode
PeopleCode enables watermarking PDF documents through the delivered PSXP_ENGINE:PDFMerger class. One of that class’s properties is the PSXP_ENGINE:Watermark class. By manipulating a few properties of this Watermark class, we can add a text or image watermark to a PDF document.
Merging BI Publisher PDF Documents with PeopleCode
Use PeopleCode delivered API’s to merge PDF documnets
Invoking BI Publisher with PeopleCode
Use the PeopleTools delivered APIs to invoke BI Publisher reports with PeopleCode
BI Publisher / PeopleCode / PeopleTools / XML
Create an XML file with XMLDoc
Use the XMLDoc object in PeopleCode to quickly build an XML File