Excel Report Through PLSQL

Excel Reporting through PLSQL
07-Jun-2013
Raj Kumar Vishwakarma

Oracle Apps R12 –IR SMART Transformation Team
rajkumar.vishwakarma@tcs.com
Table of Content
1. Background - Excel Report through PLSQL ............................................................................................................... 3

2. Steps to Develop Excel Report .................................................................................................................................. 4
2.1 Analyze the Requirement and Prepare the Layout ........................................................................................... 4
2.2 Prepare PLSQL Package ......................................................................................................................................... 10
2.3 AOL Registration ................................................................................................................................................... 12
2.3 Setup for Excel Reporting...................................................................................................................................... 13
2.4 Test the Report ..................................................................................................................................................... 16
2.4 Debug .................................................................................................................................................................... 16
2.5 For Reference: Code............................................................................................................................................. 17
3. Summary ................................................................................................................................................................. 18
2
1. Background - Excel Report through PLSQL
There are various tools and technique to develop for Report in Oracle Apps. Like Oracle Report, XML Publisher
Report, Discoverer Report etc...
In this approach we will use Microsoft excel for layout preparation, and saving excel as XML spreadsheet. And use
the xml code in PLSQL to generate the report.
Advantages of Using Excel Reports
Microsoft Excel is the most widely used Spreadsheet application in the world. Some of the advantages of using Excel
reports over other alternatives [like HTML, PDF etc.] are:
 The report generated can contain rich formats like Multiple Worksheets, Formulas, and so on.
 Quickly, intuitively filter large amounts of information. You can apply Freeze Panes, color formatting and
other utility provided by excel.
 The end-user can use the Data Visualization power of MS Excel to manipulate the generated reports.
For example, the end-user can generate several charts to analyze and understand the sales numbers in a
product Sales report.
 The popularity of MS Excel guarantees that the end-user is already familiar with using MS Excel.
3
2. Steps to Develop Excel Report
2.1 Analyze the Requirement and Prepare the Layout

I am taking example of “Move Orders Aging Report”. Suppose we need below layout report.
The next step is to develop the same layout in Microsoft Excel
And save the file as XML Spread Sheet.
Now Layout is ready.

Open the created file in text pad/edit plus or any other text editor.
4
For understanding purpose, we divided the xml file into three different sections Header Section, Data Section and
Footer Section
Note: Set the attribute in xml ExpandedColumnCount="66000" and ExpandedRowCount="66000" (Max Limit of
Row and Columns)
Header Section
<?xml version="1.0"?>
<?mso-application progid="Excel.Sheet"?>
<Workbook xmlns="urn:schemas-microsoft-com:office:spreadsheet"
xmlns:o="urn:schemas-microsoft-com:office:office"
xmlns:x="urn:schemas-microsoft-com:office:excel"
xmlns:ss="urn:schemas-microsoft-com:office:spreadsheet"
xmlns:html="http://www.w3.org/TR/REC-html40">
<DocumentProperties xmlns="urn:schemas-microsoft-com:office:office">
<Author>485410</Author>
<LastAuthor>485410</LastAuthor>
<Created>2012-10-05T08:59:15Z</Created>
<Company>TCSL</Company>
<Version>12.00</Version>
</DocumentProperties>
<ExcelWorkbook xmlns="urn:schemas-microsoft-com:office:excel">
<WindowHeight>4560</WindowHeight>
<WindowWidth>15135</WindowWidth>
<WindowTopX>120</WindowTopX>
<WindowTopY>45</WindowTopY>
<ProtectStructure>False</ProtectStructure>
<ProtectWindows>False</ProtectWindows>
</ExcelWorkbook>
<Styles>
<Style ss:ID="Default" ss:Name="Normal">
<Alignment ss:Vertical="Bottom"/>
<Borders/>
<Font ss:FontName="Calibri" x:Family="Swiss" ss:Size="11" ss:Color="#000000"/>
<Interior/>
<NumberFormat/>
<Protection/>
</Style>
<Style ss:ID="s80">
<Alignment ss:Horizontal="Center" ss:Vertical="Bottom"/>
<Borders>
<Border ss:Position="Bottom" ss:LineStyle="Continuous" ss:Weight="1"/>
<Border ss:Position="Left" ss:LineStyle="Continuous" ss:Weight="1"/>
<Border ss:Position="Right" ss:LineStyle="Continuous" ss:Weight="1"/>
<Border ss:Position="Top" ss:LineStyle="Continuous" ss:Weight="1"/>
</Borders>
<Font ss:FontName="Calibri" x:Family="Swiss" ss:Size="16" ss:Color="#000000"
5
ss:Bold="1"/>
<Interior ss:Color="#92D050" ss:Pattern="Solid"/>
</Style>
<Style ss:ID="s98">
<Alignment ss:Vertical="Top"/>
<Borders>
</Borders>
<Font ss:FontName="Calibri" x:Family="Swiss" ss:Color="#000000" ss:Bold="1"/>
<Interior ss:Color="#E6B9B8" ss:Pattern="Solid"/>
</Style>
<Style ss:ID="s99">
<Alignment ss:Vertical="Top" ss:WrapText="1"/>
<Borders>
</Borders>
<Font ss:FontName="Calibri" x:Family="Swiss" ss:Color="#000000" ss:Bold="1"/>
<Interior ss:Color="#E6B9B8" ss:Pattern="Solid"/>
</Style>
<Style ss:ID="s100">
<Borders>
<Border ss:Position="Bottom" ss:LineStyle="Continuous" ss:Weight="1"
ss:Color="#000000"/>
<Border ss:Position="Left" ss:LineStyle="Continuous" ss:Weight="1"
ss:Color="#000000"/>
<Border ss:Position="Right" ss:LineStyle="Continuous" ss:Weight="1"
ss:Color="#000000"/>
<Border ss:Position="Top" ss:LineStyle="Continuous" ss:Weight="1"
ss:Color="#000000"/>
</Borders>
<Font ss:FontName="Calibri" x:Family="Swiss" ss:Color="#000000"/>
<Interior ss:Color="#FFFFFF" ss:Pattern="Solid"/>
</Style>
<Borders>
ss:Color="#000000"/>
6
ss:Color="#000000"/>
ss:Color="#000000"/>
</Borders>
</Style>
<Borders>
ss:Color="#000000"/>
ss:Color="#000000"/>
ss:Color="#000000"/>
</Borders>
<NumberFormat ss:Format="General Date"/>
</Style>
<Borders>
ss:Color="#000000"/>
ss:Color="#000000"/>
ss:Color="#000000"/>
</Borders>
</Style>
</Styles>
<Worksheet ss:Name="Sheet1">
<Names>
<NamedRange ss:Name="_FilterDatabase" ss:RefersTo="=Sheet1!R2C1:R2C12"
ss:Hidden="1"/>
</Names>
<Table ss:ExpandedColumnCount="66000" ss:ExpandedRowCount="66000" x:FullColumns="1"
x:FullRows="1" ss:DefaultRowHeight="15">
<Column ss:Width="109.5"/>
7
<Row ss:Height="21">
<Cell ss:MergeAcross="11" ss:StyleID="s80"><Data ss:Type="String">Move Orders Aging
Report</Data></Cell>
</Row>
<Row ss:Height="25.5">
<Cell ss:StyleID="s98"><Data ss:Type="String">Move Order RequestNo#</Data><NamedCell
ss:Name="_FilterDatabase"/></Cell>
<Cell ss:StyleID="s99"><Data ss:Type="String">Line No#</Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Item Number</Data><NamedCell
<Cell ss:StyleID="s98"><Data ss:Type="String">Description</Data><NamedCell
<Cell ss:StyleID="s98"><Data ss:Type="String">Quantity</Data><NamedCell
<Cell ss:StyleID="s98"><Data ss:Type="String">Unit Cost</Data><NamedCell
<Cell ss:StyleID="s98"><Data ss:Type="String">Extended Value</Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Requested Time </Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Move Ordered Transacted Time</Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Elapsed Time </Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Source Locator Details to Move From</Data><NamedCell
<Cell ss:StyleID="s99"><Data ss:Type="String">Customer Locator Details to Move To</Data><NamedCell
</Row>
Data Section
<Row>
<Cell ss:StyleID="s100"><Data ss:Type="Number">10011</Data></Cell>
<Cell ss:StyleID="s100"><Data ss:Type="String">SAH-1</Data></Cell>
<Cell ss:StyleID="s100"><Data ss:Type="String">N/A</Data></Cell>
8
<Cell ss:StyleID="s102"><Data ss:Type="DateTime">2012-08-03T23:59:00.000</Data></Cell>
<Cell ss:StyleID="s102"><Data ss:Type="DateTime">2012-08-03T16:33:44.000</Data></Cell>
<Cell ss:StyleID="s101"><Data ss:Type="String">-8:34:44</Data></Cell>
<Cell ss:StyleID="s105"><Data ss:Type="String">XXXX</Data></Cell>
<Cell ss:StyleID="s105"><Data ss:Type="String">YYYYY</Data></Cell>
</Row>
Footer Section
</Table>
<WorksheetOptions xmlns="urn:schemas-microsoft-com:office:excel">
<PageSetup>
<Header x:Margin="0.3"/>
<Footer x:Margin="0.3"/>
<PageMargins x:Bottom="0.75" x:Left="0.7" x:Right="0.7" x:Top="0.75"/>
</PageSetup>
<Print>
<ValidPrinterInfo/>
<HorizontalResolution>600</HorizontalResolution>
<VerticalResolution>600</VerticalResolution>
</Print>
<Selected/>
<Panes>
<Pane>
<Number>3</Number>
<ActiveRow>11</ActiveRow>
<ActiveCol>10</ActiveCol>
</Pane>
</Panes>
<ProtectObjects>False</ProtectObjects>
<ProtectScenarios>False</ProtectScenarios>
</WorksheetOptions>
<AutoFilter x:Range="R2C1:R2C12"
xmlns="urn:schemas-microsoft-com:office:excel">
</AutoFilter>
</Worksheet>
</Table>
<PageSetup>
9
</PageSetup>
</WorksheetOptions>
</Worksheet>
</Table>
<PageSetup>
</PageSetup>
</WorksheetOptions>
</Worksheet>
</Workbook>
2.2 Prepare PLSQL Package
Package Specification
CREATE OR REPLACE PACKAGE APPS.XXTEST_EXCEL_RPT_POC authid definer
AS
PROCEDURE p_main_prc(p_retcode OUT NUMBER,
p_errbuff OUT VARCHAR2,
P_ORG_ID NUMBER
);
PROCEDURE p_header_prc;
PROCEDURE p_footer_prc;
END XXTEST_EXCEL_RPT_POC;
/
Package Body
CREATE OR REPLACE PACKAGE BODY APPS.XXTEST_EXCEL_RPT_POC

AS
PROCEDURE p_main_prc( p_retcode OUT NUMBER,
p_errbuff OUT VARCHAR2,
P_ORG_ID NUMBER
)
IS
l_text Varchar2(32767);
CURSOR cur
10
IS
SELECT MTRH.REQUEST_NUMBER,MTRL.LINE_NUMBER,
MSIB.SEGMENT1 ITEM_NUMBER,
MSIB.DESCRIPTION ITEM_DESCRIPTION,
MTRL.PRIMARY_QUANTITY,
CIC.ITEM_COST UNIT_COST,
NVL(MTRL.PRIMARY_QUANTITY,0)*NVL(CIC.ITEM_COST,0) EXTENDED_VALUE,
TO_CHAR(MTRL.DATE_REQUIRED,'DD-MON-RRRR HH24:MI:SS') DATE_REQUIRED,
TO_CHAR(MMT.TRANSACTION_DATE,'DD-MON-RRRR HH24:MI:SS') TRANSACTION_DATE,
(
FLOOR(((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60)/3600)
|| ':' ||
FLOOR((((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60) -
FLOOR(((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60)/3600)*3600)/60)
|| ':' ||
ROUND((((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60) -
FLOOR(((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60)/3600)*3600 -
(FLOOR((((MMT.TRANSACTION_DATE-MTRL.DATE_REQUIRED)*24*60*60) -
FLOOR(((MMT.TRANSACTION_DATE-
MTRL.DATE_REQUIRED)*24*60*60)/3600)*3600)/60)*60) ))
) ELAPSED_TIME,
MMT.SUBINVENTORY_CODE,
NVL2(FROM_LOC.CONCATENATED_SEGMENTS, MMT.SUBINVENTORY_CODE ||':'||
FROM_LOC.CONCATENATED_SEGMENTS, MMT.SUBINVENTORY_CODE
) FROM_LOCATOR,
MMT.TRANSFER_SUBINVENTORY,
NVL2(TO_LOC.CONCATENATED_SEGMENTS, MMT.TRANSFER_SUBINVENTORY ||':'||
TO_LOC.CONCATENATED_SEGMENTS, MMT.TRANSFER_SUBINVENTORY
) TO_LOCATOR
FROM MTL_TXN_REQUEST_HEADERS MTRH,
MTL_TXN_REQUEST_LINES MTRL,
MTL_SYSTEM_ITEMS_B MSIB,
CST_ITEM_COSTS CIC,
MTL_MATERIAL_TRANSACTIONS MMT,
MTL_ITEM_LOCATIONS_KFV FROM_LOC,
MTL_ITEM_LOCATIONS_KFV TO_LOC
WHERE MTRH.HEADER_ID = MTRL.HEADER_ID
AND MSIB.INVENTORY_ITEM_ID = MTRL.INVENTORY_ITEM_ID
AND MSIB.ORGANIZATION_ID = MTRL.ORGANIZATION_ID
AND CIC.INVENTORY_ITEM_ID(+) = MTRL.INVENTORY_ITEM_ID
AND CIC.ORGANIZATION_ID(+) = MTRL.ORGANIZATION_ID
AND CIC.COST_TYPE_ID(+) = 1
AND MMT.MOVE_ORDER_LINE_ID(+) = MTRL.LINE_ID
AND FROM_LOC.INVENTORY_LOCATION_ID(+) = MMT.LOCATOR_ID
AND FROM_LOC.INVENTORY_LOCATION_ID(+) = MMT.TRANSFER_LOCATOR_ID
AND TO_LOC.INVENTORY_LOCATION_ID(+) = MMT.LOCATOR_ID
AND TO_LOC.INVENTORY_LOCATION_ID(+) = MMT.TRANSFER_LOCATOR_ID
AND MTRH.ORGANIZATION_ID = P_ORG_ID
AND rownum<=10
;
BEGIN
FND_FILE.PUT_LINE(FND_FILE.log,'Inside Main Procedure');
p_header_prc();
l_text := NULL;
FOR rec_cur IN cur
LOOP
l_text :=
'<Row>'||
'<Cell ss:StyleID="s100"><Data ss:Type="Number">'||rec_cur.REQUEST_NUMBER||'</Data></Cell>'||
'<Cell ss:StyleID="s101"><Data ss:Type="Number">'||rec_cur.LINE_NUMBER||'</Data></Cell>'||
'<Cell ss:StyleID="s100"><Data ss:Type="String">'||rec_cur.ITEM_NUMBER||'</Data></Cell>'||
'<Cell ss:StyleID="s100"><Data ss:Type="String">'||rec_cur.ITEM_DESCRIPTION||'</Data></Cell>'||
'<Cell ss:StyleID="s101"><Data ss:Type="Number">'||rec_cur.PRIMARY_QUANTITY||'</Data></Cell>'||
'<Cell ss:StyleID="s101"><Data ss:Type="Number">'||rec_cur.UNIT_COST||'</Data></Cell>'||
11
'<Cell ss:StyleID="s101"><Data ss:Type="Number">'||rec_cur.EXTENDED_VALUE||'</Data></Cell>'||
'<Cell ss:StyleID="s102"><Data ss:Type="String">'||rec_cur.DATE_REQUIRED||'</Data></Cell>'||
'<Cell ss:StyleID="s102"><Data ss:Type="String">'||rec_cur.TRANSACTION_DATE||'</Data></Cell>'||
'<Cell ss:StyleID="s101"><Data ss:Type="String">'||rec_cur.ELAPSED_TIME||'</Data></Cell>'||
'<Cell ss:StyleID="s105"><Data ss:Type="String">'||rec_cur.FROM_LOCATOR||'</Data></Cell>'||
'<Cell ss:StyleID="s105"><Data ss:Type="String">'||rec_cur.TO_LOCATOR||'</Data></Cell>'||
'</Row>';
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,l_text);
END LOOP;
p_footer_prc();
EXCEPTION
WHEN OTHERS THEN
NULL;
END p_main_prc;
PROCEDURE p_header_prc
IS
BEGIN
FND_FILE.PUT_LINE(FND_FILE.log,'Inside Header Procedure');
l_text := '<Here Copy the text from Header Section>';

END;
PROCEDURE p_footer_prc
IS
BEGIN
FND_FILE.PUT_LINE(FND_FILE.log,'Inside Footer Procedure');
l_text := '<Here Copy the text from Footer Section>';

END;
About the Package Body
In the package body p_main_prc is the main procedure. Inside the main procedure calling Header
Procedure First then preparing data section then calling footer procedure.
Basically we trying to prepare the xml file into text variable and sending it to FND_FILE.OUTPUT
So when we run concurrent program as an output of concurrent program we will get XML Spread Sheet in
the form of Excel.
2.3 AOL Registration
Register Concurrent Program Executable
12
Register Concurrent Program
Attach the Concurrent Program to the respective Request Group
2.3 Setup for Excel Reporting
Navigate to System Administrator > Install > Viewer Options
13
Type the following in “MIME Type” and Give Description for “Excel”
Mime Type: application/vnd.ms-excel
Add the row in Viewer Option if Mime Type is not setup.
14
Now Navigate to System Administration > System
Type %Viewer% in Profile and find
Select Profile Viewer: Application for HTML and select Excel From the list of Values in Site Level .
15
2.4 Test the Report
Submit concurrent program from respective responsibility
View the Concurrent Program “XX Excel Report Demo” Output. Save the excel on local machine.
2.4 Debug
If you are facing any issues while opening excel file and getting error pop. Then go to the path mentioned in pop a
log file generated. Check the log and take appropriate action.
16
Eg. File path: “c:\Documents and Settings\485410.S1VPN\Local Settings\Temporary Internet Files\Content.MSO\“
Log File Content

XML ERROR in Table
REASON: Bad Value
FILE: C:\Documents and Settings\485410.S1VPN\Desktop\Excel Report Demo\Demo\Report Layout1.xml
GROUP: Row
TAG: Cell
ATTRIB: StyleID
VALUE: s7
XML ERROR in Worksheet Setting

REASON: Bad Value
FILE: C:\Documents and Settings\485410.S1VPN\Desktop\Excel Report Demo\Demo\Report Layout1.xml
GROUP: Worksheet
TAG: Table
ATTRIB: ExpandedColumnCount
VALUE: 12
2.5 For Reference: Code
PLSQL Package: Report Layout:
17
3. Summary
Excel report is very convenient for Business Analyst kind of users. And we can fulfill complex design using this
method with minimum efforts. Instead of complex logic put it into the code. Maintenance of such kind of report is
little bit tricky but manageable.
18
Thank You
Contact
For more information, contact rajkumar.vishwakarma@tcs.com
About Tata Consultancy Services (TCS)
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organization that delivers real results to global business, ensuring a level of certainty no
other firm can match. TCS offers a consulting-led, integrated portfolio of IT and IT-
enabled infrastructure, engineering and assurance services. This is delivered through its
unique Global Network Delivery ModelTM, recognized as the benchmark of excellence in
software development. A part of the Tata Group, India’s largest industrial conglomerate,
TCS has a global footprint and is listed on the National Stock Exchange and Bombay
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Excel Report Through PLSQL

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Excel Report Through PLSQL

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Excel Reporting through PLSQL

Raj Kumar Vishwakarma

1. Background - Excel Report through PLSQL ............................................................................................................... 3

Advantages of Using Excel Reports

2.1 Analyze the Requirement and Prepare the Layout

The next step is to develop the same layout in Microsoft Excel

And save the file as XML Spread Sheet.

Now Layout is ready.

2.2 Prepare PLSQL Package

CREATE OR REPLACE PACKAGE BODY APPS.XXTEST_EXCEL_RPT_POC

l_text := '<Here Copy the text from Header Section>';

l_text := '<Here Copy the text from Footer Section>';

About the Package Body

2.3 AOL Registration

Register Concurrent Program Executable

Attach the Concurrent Program to the respective Request Group

2.3 Setup for Excel Reporting

Navigate to System Administrator > Install > Viewer Options

Mime Type: application/vnd.ms-excel

Add the row in Viewer Option if Mime Type is not setup.

Type %Viewer% in Profile and find

Submit concurrent program from respective responsibility

Log File Content

XML ERROR in Worksheet Setting

2.5 For Reference: Code

PLSQL Package: Report Layout:

For more information, contact rajkumar.vishwakarma@tcs.com

About Tata Consultancy Services (TCS)

Tata Consultancy Services is an IT services, consulting and business solutions

For more information, visit us at www.tcs.com.

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