If you don’t do this, the system would prompt you to save once you click the preview menu. How about a headline that says US002 Vouchers? You can insert logos or do any formatting supported by Word.īefore we can preview the template, it should be saved as an RTF file. Now we will add some text to the template. In fact, if you keep pressing the Next button, you would be shown screens on which you can perform grouping of data and then sorting the data. Use the button (>) to select the required ones and then click Finish. Here we select the fields we want to display in our table. Since we have only one repeating element (query/row), no selection needs to be done here. The data that gets pulled from the query would finally be shown in this table. Now we will use the table wizard to insert a simple table into the template. Upon successfully loading the data, a message, like the one below, is shown. To do this, open Word and load the xml data file from the previous step as shown below. Load XML Dataīefore we start using the design helper, we need to have our sample xml data loaded into the tool. Now we will create a simple template using XML / BI Publisher design helper for MS Word.
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