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Templates

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.

systemadministrationtemplatesdesigner2

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

Systemadministrationtemplatedesigninsertribbon

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

Systemadministrationtemplatedesignfunctionsribbon

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

Systemadministrationtemplatedesigninstructionsribbon

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)

systemadministrationtemplatedesignpageribbon

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

systemadministrationtemplatedesignpane

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

systemadministrationtemplatedesignparameters

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

Template Type (TEMPLATE_TYPE)

Sheet name (SHEETNAME)

Client name (CLIENT)

User name (USER)

SEARCHCOL

Search column (SEARCHCOL)

ADDSHEET

Create new sheet for each (ADDSHEET)

Addsheet procedure (ADDSHEET_PROC)

Total worksheet name (ADDSHEET_TOTAL)

View empty addsheets (VIEW_EMPTY_ADDSHEETS)

Push sheets (PUSH_SHEETS)

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

Factor parameter (SCALE)

VERSION

Planning version (VERSION)CURR

Currency code (CURR)

VALT

Value type (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

Trace SQL queries (TRACE)

Tables

systemadministrationtemplatedesigntables

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

systemadministrationtemplatedesignscripts

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

systemadministrationtemplatedesignevents

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

systemadministrationtemplatedesignquick

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

systemadministrationtemplatedesignlinks

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.  

systemadministrationtemplatedesignanalytics

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.

 

 

Published:

Templates

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.

systemadministrationtemplatesdesigner2

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

Systemadministrationtemplatedesigninsertribbon

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

Systemadministrationtemplatedesignfunctionsribbon

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

Systemadministrationtemplatedesigninstructionsribbon

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)

systemadministrationtemplatedesignpageribbon

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

systemadministrationtemplatedesignpane

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

systemadministrationtemplatedesignparameters

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

Template Type (TEMPLATE_TYPE)

Sheet name (SHEETNAME)

Client name (CLIENT)

User name (USER)

SEARCHCOL

Search column (SEARCHCOL)

ADDSHEET

Create new sheet for each (ADDSHEET)

Addsheet procedure (ADDSHEET_PROC)

Total worksheet name (ADDSHEET_TOTAL)

View empty addsheets (VIEW_EMPTY_ADDSHEETS)

Push sheets (PUSH_SHEETS)

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

Factor parameter (SCALE)

VERSION

Planning version (VERSION)CURR

Currency code (CURR)

VALT

Value type (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

Trace SQL queries (TRACE)

Tables

systemadministrationtemplatedesigntables

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

systemadministrationtemplatedesignscripts

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

systemadministrationtemplatedesignevents

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

systemadministrationtemplatedesignquick

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

systemadministrationtemplatedesignlinks

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.  

systemadministrationtemplatedesignanalytics

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.

 

 

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