Templates
- Bizview Reference - Bizview Reference of Parameters, Functions and Commands
The Template Designer lets you create Report templates, Form templates, Gridforms, as well as Link templates.
Below is a description of each:
- REPORT: Create Reports to present useful data to the end user.
- FORM: Create Input Forms to enable user input of planning, budget, forecast or any other data
- GRIDFORM: Create a Gridform to enable the user administration f centrally stored table data.
Bizview Template design is extremely flexible and there numerous ways to present the data or support the user in inputting data. Because of the Excel-like look and feel, supporting almost all formulas together with the parameter sets available in Bizview framework, almost any type of report or input form can be created, meeting the customer needs! Only your imagination sets the limits.
This topic contains the following sections:
Creating Templates
Access Template Designer by selecting System Administration > Templates > Template designer.
To create a new Job Template, select the Create a new Template link.
Select the type of Template to create:
- REPORT: Create Reports to present useful data to the end user.
- FORM: Create Input Forms to enable user input of planning, budget, forecast or any other data.
- GRIDFORM: Create a Gridform to enable the user administration f centrally stored table data.
- ANALYTIC: Create a new Analytics report.
Note: When creating an Analytics report, no template design is necessary. For more information, see the Analytics Report section in Properties Pane below.
The Designer opens a new Template for you to design.
In the designer, you have the ribbon with all available functions to be used in the design. In the grid area you have the Template Design area, where you build your template and design parameter, row, and column functionality. To the right you have the Properties pane, the area where you specify specific template properties as well as configure most of the Bizview template specific functionality.
Ribbon
Most of the ribbon functionality is very similar to what you would find in Excel. We briefly go through these below.
Home
Below is a list of buttons available in the Home ribbon:
Button |
Description |
Note |
---|---|---|
Copy |
Copy cell contents to clipboard |
|
Cut |
Cut cell contents to clipboard |
|
Paste all |
Paste clipboard contents |
|
Paste format |
Paste formatting options |
|
Paste other |
Additional Paste options |
Options include: Functions, Values, Comments, and Drill Down options. |
Formatting |
Standard Formatting options |
|
Alignment |
Standard Alignment options |
|
Numbers |
Standard cell formatting options |
|
Workbook |
Row and columns standard functions |
|
Cells |
Cell standards functions |
The Auto List does not support Multi-Select. |
Help |
Option to attach a Help document to the Template |
Insert / View
Below is a list of buttons available in the Insert/View ribbon:
Button |
Description |
Note |
---|---|---|
Picture |
Insert static picture |
|
Dynamic Image |
Insert dynamic image |
See Client Settings for description of Dynamic Images. |
Drill Down |
Insert drill down |
See Tutorial for Drill Down description. |
Cell validation |
Insert Cell Validation rules |
|
Show / Hide |
Show / hide designer interface components |
|
Enter navigation |
Edit Enter button behaviour |
Decide which way the cursor should move when pressing Enter. |
Freeze panes |
Insert Freeze panes |
Functions
Below is a list of buttons available in the Functions ribbon:
Button |
Description |
Note |
---|---|---|
Name Manager |
Highlight and give a section a specific Name |
Can be used as reference, similar to Excel. |
Commands |
Insert Bizview specific Commands |
For more information, see Commands. |
Insert Function |
Starts the Function Wizard |
|
Custom |
Insert Bizview specific function |
For more information, see Custom Functions. |
Function Library |
Insert Excel function |
No detailed description is made here of all the functions available. They are similar to Excel (SUM, LEN, ROUND etc) |
Instructions
Below is a list of buttons available in the Instructions ribbon:
Button |
Description |
Note |
---|---|---|
Document Editor |
Open the Bizview Document Editor |
Lets you create a custom document for instructions to the end users. Has all the common text editor formatting options, as well as capability to insert images. |
Page Setup (Print options)
Below is a list of buttons available in the Page Setup ribbon:
Button |
Description |
Note |
---|---|---|
Orientation |
Choose template orientation |
|
Print Area |
Select Print Area |
|
Print Titles |
Set Print Titles |
|
Page Setup |
Set other Page Setup settings |
Margins, Header / Footer, Sheet settings. |
Properties Pane
Pane
Select the Selection Pane to be used with the template. When selected a preview of the Selection Pane will be shown. The Control Tags from selected Selection pane will automatically be populated.
Note: When testing template functions such as CF_GETPANEVALUE("<control tag>") you can type a value in the pane properties tab. This value is not saved together with the template, and will be replaced when the Template is opened by the end user.
Please see Tutorial part 4 - Selection Pane Design for further reference.
Parameters
The Parameters Tab in Template Properties is certainly the most important set of parameters that you can use to affect the behaviour of the Template.
GENERAL
SEARCHCOL
ADDSHEET
Create new sheet for each (ADDSHEET)
Addsheet procedure (ADDSHEET_PROC)
Total worksheet name (ADDSHEET_TOTAL)
View empty addsheets (VIEW_EMPTY_ADDSHEETS)
GLOBALS
Additional dimensions (GLOBAL DIMENSIONS)
Global dimensions are dimensions that are common for all data rows in the template. These also work as Global Filters when opening the template.
ADDINFO
Additional worksheet information (ADDINFOn)
VIEWTAG
View / Hide rows and columns (VIEWTAG)
SCALE
VERSION
Planning version (VERSION)CURR
VALT
DELETE WHERE
Custom delete conditions for updating values (DELETE_WHERE)
BV SOURCE
Alternative source/table to fetch values from (BV_SOURCE)
ENTRY/NOENTRY
Automatically format cells (ENTRY)
Automatically format cells (NOENTRY)
RIBBON
Disable Save button (DISABLE_SAVE)
SQL
Enable SELECT FROM.. (INITIAL_SQL_ALL)
Use GROUP BY in query (GROUPBY)
Disable Authority (DISABLE_AUTH)
TRACE
Tables
In addition to parameters in PARAM, column A and row 1, Get Tables can be defined in the template. A Get Table query is a SQL query towards the database specified in the template, which will fetch any customized information directly from the database and insert it into the template workbook.
Please see the detailed description for the TABLES function here.
Scripts
Ribbon Scripts are scripts that will create custom buttons in the ribbon when the document is generated. These buttons can then be used by the end-user in order to execute some function or other event.
Please see the detailed description for the SCRIPT function here.
Events
Events are scripts that will start a specific event at a specific time. Events can be connected to functions in connected script or to a procedure.
Please see the detailed description for the EVENTS function here.
Quick Formatting
The Quick Formatting section lets you quickly exchange all found formatting matches within a template. For example, in the picture above there is a background color (Olive green). By selecting another color all matches of that Olive Green will be replaced with the new color. For your convenience there are Undo, Reset to original, View previous, and View next buttons available, enabling you to try and look at result. Note that nothing is saved until you actually save the Template!
Links
In Bizview there is a possibility to link one template to another or connect a template to a web address. I.e from a form in Bizview you can connect a QlikView report, so if the end-user clicks the button in ribbon, he/she will be redirected to a QlikView report. The LINK parameter creates a ribbon button in the end-user ribbon when the document is generated. When the end-user clicks that button, then Bizview will navigate to another template or web address depending on the parameter setup.
Please see the detailed description for the LINKS function here!
Analytics Report
If Analytics report is chosen Bizview will open up the Create new fields.
Enter the Template ID, Description, and select which Data View should feed the report with data. In a later stage, it is up to the user to define that measures, data, filters, and slicers of that Analytical report. Please see the white paper on Data Views for Analytics.
- Tutorial Part 5 - Report Template Design
- Tutorial Part 6 - Form Template Design
- Tutorial Part 7 - Gridform Design
- Tutorial Part 10 - Analytics report