Creating a RTF Template for building Pivot Table in BI Publisher

Create a new template design to view details in Pie Chart.

(If not already opened) Open the BI Publisher report or else log in to BI Publisher.

In MS Word, select the BI Publisher> Open Template option. Open the report from the path My Folders>BI_Publisher_LabGuide.

In the Word document that loads this report, select Insert> Cross Tab on the BI Publisher toolbar to define a format for the table data in the query.

Drag and drop the Row values into the Layout region as shown below and click OK.

The created template looks like as shown below:

Change the word properties for all fields by double clicking on the field.

Change the aggregate function in the code from sum to count.

Click on the Properties tab and change the format and click OK.

Similarly change the properties for every field.

Include headers and footers as shown below.

After making the necessary changes, upload the template.

View the output in different formats.

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