1. Extensibility Guide
  2. Create Custom BI Publisher Report/Letter
  3. Create XML data

5.3 Create XML data

Create XML data to create the layout on local editor (MS Word).

  1. Navigate to Home Page and select the data model created.

    Figure 5-20 Creating XML data 1


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    Description of "Figure 5-20 Creating XML data 1"

  2. Select Data Tab.

    Figure 5-21 Creating XML data 2


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    Description of "Figure 5-21 Creating XML data 2"

  3. Enter the Parameter Value and click View.

    Figure 5-22 Creating XML data 3


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    Description of "Figure 5-22 Creating XML data 3"

  4. Click Export (it will create the XML file locally in download folder).

    Figure 5-23 Creating XML data 4


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    Description of "Figure 5-23 Creating XML data 4"

  5. Open MS Word ( Ensure that the BIP client is installed on User’s Machine).
  6. Access BI Publisher tab and click Sample data.

    Figure 5-24 Creating XML data 5


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    Description of "Figure 5-24 Creating XML data 5"

  7. Select the same XML file from download.

    Figure 5-25 Creating XML data 6


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    Description of "Figure 5-25 Creating XML data 6"

  8. Select Open. Required data is loaded.

    Figure 5-26 Creating XML data 7


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    Description of "Figure 5-26 Creating XML data 7"

  9. You can use the available option is MS word to create the desired layout.
  10. First use All Fields option. This creates all the fields from sample xml and create the layout as follows in tabular form.

    Figure 5-27 Creating XML data 8


    Description of Figure 5-27 follows
    Description of "Figure 5-27 Creating XML data 8"

  11. You can modify the headings, add new static text, logos and so on.

    Figure 5-28 Creating XML data 9


    Description of Figure 5-28 follows
    Description of "Figure 5-28 Creating XML data 9"

  12. Save the layout with the same name as the data model and report in BIP.

    Figure 5-29 Creating XML data 10


    Description of Figure 5-29 follows
    Description of "Figure 5-29 Creating XML data 10"

  13. To preview the layout, click PDF in preview tab.

    Figure 5-30 Creating XML data 11


    Description of Figure 5-30 follows
    Description of "Figure 5-30 Creating XML data 11"

  14. The report is displayed in PDF format.

    Figure 5-31 Creating XML data 12


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    Description of "Figure 5-31 Creating XML data 12"

Parent topic: Create Custom BI Publisher Report/Letter