Wednesday, May 5, 2010

XML navigations Creating the data Source through PS QUERY (Reporting Tools) in PeopleSoft

XML navigations Creating the data Source through PS QUERY (Reporting Tools) in PeopleSoft

Creating the data Source through PS QUERY (Reporting Tools)


Defining Data source:

1.Click on Reporting Tools.
2.Click on XML Publisher.
3.Click on Data Source.
4.Click on Add a New Value.
5.Select the Data Source type as PS Query.
6.In Data Source ID select ur Query (Ex:HARSHA_QRY)
7.Click on ADD.
8.Enter the Description Name (Ex:Harsha)
9.Selct the Object Owner ID as Human Resource.
10.Click on Save.

Step2: Defining Data Source

11.In the Related Files-->Sample Data File-->Click on Generate
12.In the Related Files-->Schema File-->Click on Generate.
13.Click on Save.
14.Open the XML file and Save As Harsha1_Qry on Desktop.

Step3: Building/Creating Template:

1.Open MS Word.
2.Click On Add-Ins.
3.Click on Template Builder-->Data-->Load XML data.
4.Click on Template Builder-->Insert-->Table/ Form
5.Drag and dorp the Rows in to Template Work sapce and click on All Nodes.
4.Click on Ok.
5.Save the MS Wrod sheet with same name given to the XML(HARSHA_QRY) with RTF


Step4: CLICK ON REPORT DEFINITION

1.Select the Existing saved Report(HARSHA_QRY)
2.In the Object owner Id make it empty.
3.Clickon template tab
4.Change the status to Active.
5.Click on Upload.
6.Selct the Existing Word doc
7.Click on Save.


CLICK ON QUERY REPORT VIEWER

1.In the Query Report Viewer select ur existing report.
2.Click on View Report.

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