Steps to Create Excel for Apps Report

  • GL Wand needs no desktop installation and it is very
    user friendly for creating many financial reports. It is a very good reporting tool
    for Oracle E-Business suite.
Pre-Requisites : Users should have Excel4apps Wands
responsibility to open the template and run the report.. Once the
responsibility is assigned, on clicking the Excel4apps Wands responsibility,
new add-ins will be added in Excel named “Reports Wand”
Step 1:

  •  After framing sql
    query, we need to go to Excel4apps responsibility and create Report Definition.
  •  Click Create as highlighted
    in the above screenshot for Creating a new Report definition and Edit for  updating the Report definition. While updating the Report definition,
    click on Import Icon next to Edit button(Refer screen above) and provide
    the short name of the Program. Modify the SQL Section and              follow the steps
    as below.
  • On clicking
    create, below screen will appear

  • In Program Information, Provide the short name,
    Report name, Description. Category will be the application 
    to which the
    report has to be attached


  • Clicking on Next will take you to SQL Window
    where we need to paste the sql query. If the Report has any bind variables, please
    attach in the Bind Variable section
  • Attach the report to the request group then, and
    complete the Report definition Template.

  • Once we click on ‘Finish’
    button, Excel will be opened as below

  • In the Action
    column, double click on the LOV (as in the figure above). When we are
    creating the Report definition, Action Column should be Create. While
    updating it should be ‘Update’ and while deleting, it should be delete.



  • After selecting ‘Create’
    from LOV in the ‘Action column, click on Process Icon next to Import
    button.


  • It will have two
    drill downs ‘Process All’ and ‘Process Single’. Select Process All and the
    Report definition will be created successfully and displayed in Error
    Column. If any Errors, it will be displayed as ‘Error’


  • On clicking
    Proceed, will lead updating the Error Column in the Report definition as
    shown below




Steps on creating/Running the Template 

  • Click on Create
    button as shown below. Before clicking the ‘Create’ button, we should make
    sure we are in the correct Responsibility as shown in the figure below. We
    can even change the Responsibility from here (E4A Tool) as in the figure
    below 

  • Click on ‘Create button’
    and select the Report definition’s short name as in the figure below and click
    Select

  • Clicking on ‘Select’
    will take us to the below screen where we can add drop columns from the
    Query. Clicking on ‘Cross’ button will remove the columns from the
    template.






  • Now click ‘Create’
    as in the above figure. 
  • Now the Template
    is created. Click on ‘Execute’ button to run the template.
  •  Click on ‘Execute’
    Report and the report will run successfully and the output will be
    generated.
  • The template to be
    saved and shared to ‘Users’ and check in different Instances.

  • March 20, 2017 | 23 views