Set Up for RTF and Excel Report Layout Templates

You can use Microsoft Word or Microsoft Excel to create or edit RTF and Excel layout templates, in addition to the layout editor in the application. If you use Word or Excel directly, you must download and install the appropriate add-in so that

Note: If you're designing a new layout for your report, consider using the layout editor instead unless you are an experienced layout designer.

Installing the Add-In

1. Open the Reports and Analytics work area.

2. Click the Browse Catalog button.

3. Click Home.

4. In the Get Started pane, click Download BI Desktop Tools.

5. Select the add-in for the type of template you're working with.

   • Template Builder for Word: RTF templates

   • Analyzer for Excel: Excel templates

6. Save and then run the installer.

Protecting Reports by Using Passwords

You can assign a password to your report and protect it from unwanted access. You can do this by setting the runtime properties at the server level using the Runtime Configuration page. The same properties can also be set at the report level, from the report editor's Properties dialog. If different values are set for a property at each level, then report level takes precedence.

The following table describes the properties you can use to set passwords for reports in different formats.

Report Format	Property Name	Description	Default	Configuration Name
DOCX output	Open password	Use this property to specify the password that report users must provide to open any DOCX report.	NA	docx-open-password
PPTX output	Open password	Use this property to specify the password that report users must provide to open any PPTX report.	NA	pptx-open-password
XLSX output	Open password	Use this property to specify the password that report users must provide to open any XLSX output file.	NA	xlsx-open-password