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Monday, June 20, 2011

Oracle Apps XML Reports in Excel

Finance department usually work extensively with Microsoft Excel ... and even though we are implementing Oracle, the question of publishing in Excel usually pops up sooner or later. In general, the answer is: yes, it is possible by creating an XML Publisher template (see How to create XML Publisher templates from Standard Reports). But recently I found out that Excel 2003 imports XML files directly, whereas the structure of the report keeps maintained. There are a few steps to follow to achieve this.

1. Create new Viewer Option
Navigate to System Administrator > Install > Viewer Options. Add a new entry.

File Format: XML
Mime Type: application/vnd.ms-excel
Description: XML in Microsoft Excel
Allow Native Client Encoding: Yes

2. Set Profile Options
Query profile options: Viewer% on the appropriate levels (site, user, ...)

Set profile Viewer: Text to Browser
Set profile Viewer: Application for XML to XML in Microsoft Excel

Then proceed with your Concurrent executables, program etc..
Change the Output Format from Text to XML and save the record (ignore the warning).
Add it to system adminstrator > requests > set.

Run the request from respective module....

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