I have written and some of you might have gone through them already. I never had an opportunity to design an Excel (XLS) template for BI Publisher (BIP), as it was not a requirement at many of our clients. Most of the time our clients use Word templates based on the type of output.

• Excel Template Default
• Crosstab Report In Xml Publisher

A little backgroundI recently received a requirement to produce XLS output for one of the custom reports at a client. This report provides the basic information about the payments made, but if there is a payment, the report should include the history of the past 9 days along with the totals (by payment date). Also, a separate report (burst) needs to be created and distributed to the supplier.Initially I had difficulty in designing the report, but realized it was actually easy after a bit of research and trial and error.

Excel Template Default

I want to share my experience, tips and tricks in designing simple XLS templates and help techies who are curious to know how easy it is. The stepsIn order to design the template, we need a template builder for Excel which is installed automatically when you install the BI Publisher Desktop plug-in.

Crosstab Report In Xml Publisher

Here are the 10 simple steps to create an XLS template.