Oracle Fusion HCM Extracts : Chapter 6: Output File Formatting and BI Publisher Integration

 

Chapter 6: Output File Formatting and BI Publisher Integration

🔷 Objective

Learn how to create user-friendly output reports by formatting extract results using BI Publisher templates and integration.

🔷 Output Formatting Options

• CSV/XML: Default structure from Extracts

• RTF/PDF: Requires BI Publisher Template

• Excel/HTML: Available via bursting or format transformation

🔷 Steps to Format Output with BI Publisher

Step 1: Generate Sample XML

• Run the extract to generate the output XML

• Use this file to build your BI Publisher template

Step 2: Design the Template (RTF)

• Use Microsoft Word + BI Publisher Plugin

• Insert data fields using the Data Source pane

• Style using tables, fonts, colors

Step 3: Upload Template

• Go to: Tools → Reports and Analytics → BI Publisher

• Create a new Data Model

• Upload the RTF as the layout template

Step 4: Link Template to Extract

• In Extract Delivery Options, choose "BI Publisher"

• Select the Data Model and Layout

📌 Example Use Case

Report: Monthly Employee Summary

• Fields: Name, Department, Hire Date

• Output: PDF sent to manager’s email via bursting

💡 Tips:

• Use XSL-FO tags for advanced formatting

• Validate XML tags match BI template fields

• Use conditional regions to handle null data

🏁 Conclusion

BI Publisher templates turn raw extract data into professionally formatted reports, ideal for stakeholders and audit purposes. The next chapter will cover bursting and scheduling techniques.