You Don’t Have to Write PeopleCode to Create an XML / BI Publisher Report using PS Query!

Create the Template

Now we will create a simple template using XML / BI Publisher design helper for MS Word.

Load XML Data

Before we start using the design helper, we need to have our sample xml data loaded into the tool. To do this, open Word and load the xml data file from the previous step as shown below.

Load sample XML data file

Select samle XML file

Upon successfully loading the data, a message, like the one below, is shown.

XML file load success

Table Wizard

Now we will use the table wizard to insert a simple table into the template. The data that gets pulled from the query would finally be shown in this table.

Table wizard menu

Select Table and click Next.

Table wizard Format Selection

Since we have only one repeating element (query/row), no selection needs to be done here. Click Next and continue.
Table wizard Dataset Selection

Here we select the fields we want to display in our table. Use the button (>) to select the required ones and then click Finish.

Table wizard Field Selection

In fact, if you keep pressing the Next button, you would be shown screens on which you can perform grouping of data and then sorting the data. We are not covering them here.

Now we will add some text to the template. How about a headline that says US002 Vouchers? You can insert logos or do any formatting supported by Word.

This is how our final template looks.

Table inserted by Table Wizard

Preview the Template

Before we can preview the template, it should be saved as an RTF file. If you don’t do this, the system would prompt you to save once you click the preview menu.

So let’s save the file as US002Vouchers_v0.1.rtf
Now go to the Preview menu and click on PDF.

XMLP Preview Menu

A pop-up window with the PDF file containing sample data opens.

XMLP Preview Output PDF

If you are not happy with the preview, keep making changes.
Once done, save the template file and we are ready for the next step.

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42 Responses
  1. Simply Awesome..this helps everyone a lot who are new to XMLP..


    • @Kalyan – Glad that you found this to be useful.
      Looking forward for more feedback from you.

  2. This post is simply awesome and easy to understand the entire process of creating reports with BI publisher. keep posting like this..

  3. It is good…if we can work on more complex things, that helps the people to learn more… Thanks

  4. Hi, I’m not able to dowload .xml file on clicking the link of File column of Releated Files table in Data source page. (not able to save by right clicking the link).

    Do you have any idea what could be the reason for this..

    • After you clicked on the .xml file, it will open the XML file in your default web browser. Now you can save the that XML file by going to [File], [Save as] and then click [Save] button to save it.

      Hope it helps.

  5. Simply awesome, Its really very useful.

  6. Nice post…..

  7. This the best explanation I have ever read. Posts like this will make peoples to understand better and more interested. Thank you very much. Looking forward for complex and XML Data Source related posts.

  8. Very good info for the beginners like me.. Thanks…

  9. Thanks so is very useful for new learner…

  10. Thanks for the fast track helps me to start working with XML/BI Reporting .
    If you can add some Details on generating Datasource from Sqr will be very helpful in my current work.

  11. I am trying to upload rtf template for BI publisher report. The upload does not complete, the cursor starts spinning and remains in the spinning state and no result. I am using a PS Query data source

  12. I have a question in BI Publisher. I am trying to generate an xml with http request which should have live data in it. Is there a possibility to get a http link? I want to use this http ling in a third party web service to generate reports with live data coming from http link. Reports need to be generated on demand using the http link

  13. This is very well explained… Good for the beginners in XML.

  14. The explanation is very clean and vivid.A great tutorial for beginners like me.

  15. Excelente, desde este momento comenzaré a crear reportes desde BI

  16. Hi,
    Can we create the letter using XML Publisher and enable user to view/save the letter via PeopleSoft self-services portal?


  17. i am receiving Message39 error when trying to load XML file.
    Any ideas?

  18. XML Publishier

  19. I am having trouble finding a sample rtf format which shows the user how to create multiple group/control break subtotals. As it stands now, and can generate a subtotal for the lowest level of grouping, but can’t seem to create subtotals for higher levels:

    Business Unit (group)
    Fund_Code (group)

  20. sorry, clicked too soon. In the example above, Deptid is allowed to give me total amount at the DEPTID group level, but I’d also like a totally amount for the Fund Code as well as the Business_Unit.

    Any suggestions?

  21. how to write html code ( Bold letters) in XSL to peoplesoft BI reports

    • You can create Text Catalog (Setup HRMS–> Common Definitions –> Text Catalog and Notepad–> Maintain Text Catalog)


  23. Hi,

    I am having Microsoft word 2013 version and Oracle BI Publisher deskto versions in my laptop. I am able to see bi publisher add-on in my word document but when i am trying to load XML file using then i am getting message39 box without any other information. Please help in solving the issue.

    • how to login add-on in my word document i am getting obip login pages .username and password i don’t know how to do

  24. How do we apply for-each and conditional statements on data in PDF template?

  25. Thanks , its help me a lot.

  26. Hi,

    This is an excellent post for those who just started with BI Publisher. Could you please put some complex reports too? It would be really helpful.


  27. I am not able to add SQL query while creating the new data set. It shows “Processing….To cancel, click here”. This pop up never disappears and thus shows me that it is adding the query but nothing happens after that. Please help.

  28. Error shows : This table wizard can’t handle this data XML.

  29. Really good post.
    Please also let us know how to add a No Data found for a reporting coming from PS Query.
    THank you

  30. I am getting this message:

    This XML file does not appear to have any style information associated with it.

    • @Mercedes – At what point are you getting the error?
      Had you saved the XML file by right-clicking and selecting “save link as”?

  31. I really liked the two XML/BI Publisher Tutorials you posted. Are there anymore?

    • Happy to know that, Jake.
      I have a handful of them that are in draft mode – haven’t found the time to clean them up and post here.
      Now that I know there’s interest, let me try to get them out soon.

  32. This is very good and simple to understand, Please post any medium complex sample example.

  33. How to add prompt in data source psquery and how that data will loaded in RTF template?

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