Template Design
The Template Designer lets you create Report templates, Form templates, Weblink templates, and Derived templates. Bizview Template design is extremely flexible and there are 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
Complete the following steps:
Access Template Designer by selecting the Reports icon from the menu and selecting Design mode:
Once in Template Design, hover over the New button in the ribbon to expose your options:
Select the type of template to create:
- REPORT: Create Reports to present useful data to the end user.
- Group Report: A definition of a set of templates (Report) that can all be started from one selection pane. Meaning, you make the selection once and all templates in the template group are generated. This can be very useful when you need to run several reports at the same time.
- Weblink: A template specifying a URL that links to another website. The URL can be built with dynamic input parameters in order to, for example, send in parameters from a selection pane in Bizview. This type of template should be used when integrating with QlikView or Reporting Services.
- Derived Report: Create a template based on the design of an existing template. If you have an existing template you want to use as a base for your new template, select it from the Derive From Template drop-down.
Complete the fields and select Create.
The Designer opens a new Template for you to design, like below:
Note: When creating an Analytics report, no template design is necessary.
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.
Home
Below is a list of buttons available in the Home ribbon:
Button |
Description |
Note |
---|---|---|
Save | Save the template. | |
Save As | Save the template with a new name. | |
Close | Close the template. | |
Back to Templates | Leave template design. | |
Preview | Preview the template. | |
Publish | Publish the template. | |
Paste | Paste copied values. | |
Paste Format |
Paste formatting options. |
|
Cut |
Cut cell contents to clipboard. |
|
Copy |
Copy cell contents to clipboard. |
|
Design area | Displays the area on the report where you can enter column and row control variables. | |
Grant Access | Allows you to grant access to the report on a user, role, and client basis. | |
Selection Pane Design | Opens the Pane Designer where you can design the Selection Panes that enable the user to filter and affect how the report should be opened. |
Edit
Below is a list of buttons available in the Edit ribbon:
Button | Description | Note |
---|---|---|
Save |
Save the template. |
|
Undo |
Undo your changes. |
|
Reset |
Reset the report. |
|
Font |
Change the font for the report. |
|
Size |
Change the size of the font. |
|
Bold |
Add bold style to text. |
|
Italics |
Add italic style to text. |
|
Underline | Underline the text. | |
Borders | Customize cell borders. | |
Background Color | Change the background color of the cell. | |
Font Color | Change the font color. | |
Align top | Align text at the top of the cell. | |
Align middle | Align text in the middle of the cell. | |
Align bottom | Align text at the bottom of the cell. | |
Align left | Align text at the left of the cell. | |
Align center | Align text in the center of the cell. | |
Align right | Align text to the right of the cell. | |
Wrap Text | Display cell contents on multiple lines. | |
Merge and Center | Combine two or more cells and center their content. | |
General | Choose the format for cells such as percentage, currency, date, or time. | |
Percent | Format as percent. | |
Thousands separator | Format with thousands separator. | |
Increase decimals | Show more decimal places for more precise values. | |
Decrease decimals | Show fewer decimal places. | |
Auto sum | Automatically tally the sum total. | |
Conditional Formatting | Create rules that determine the format of cells based on their cell values or formula. | |
Replace | Display the Search and Replace dialog. | For more information, see Search and Replace. |
Insert
Below is a list of buttons available in the Insert ribbon:
Button |
Description |
Note |
---|---|---|
Save | Save the template. | |
Image |
Insert static picture. |
|
Dynamic Image |
Insert dynamic image. |
See Client Settings for description of Dynamic Images. |
DrillDown |
Insert or delete a drilldown. |
|
Dropdown | Insert dropdown. | |
Validation |
Insert Cell Validation rules. |
|
Freeze Panes |
Insert freeze panes on active cell or on generation. |
|
Hyperlink | Insert a hyperlink/URL. |
View
Below is a list of buttons available in the View ribbon:
Button | Description |
Note |
---|---|---|
Save |
Save the values you entered in the report to the database. |
|
Headings | Displays the row and column headings. |
|
Formula bar | Opens a formula bar to edit cells or view formulas in cells. |
|
Gridlines | Shows the gridlines in the report. |
|
Outlines | Hides outline symbols (+/- if the report is designed with outline groups). By default, outline symbols are visible when opening the report. |
|
Zero values | Show/Hide zero. |
Page Layout
Below is a list of buttons available in the Page Layout ribbon:
Button | Description | Note |
---|---|---|
Save | Save the template. | |
Orientation | Choose either Portrait or Landscape template orientation. |
|
Print Area | Set or clear print area. |
|
Print Titles | Set row or column titles. |
|
Page Setup | Set other Page Setup settings. |
Margins, Header/Footer, Sheet settings. |
Formulas
Below is a list of buttons available in the Formulas ribbon:
Button | Description | Note |
---|---|---|
Save | Save the template. | |
Name Manager | Create, edit, delete, and find all the names used in the workbook | |
Cell Commands | Insert Bizview-specific commands that can be used in the template to govern the layout and style of the generated document. For a list of cell commands, see Template Commands. | |
Insert Function | Runs the Function Wizard where you can select functions to use and fill out the input values. | |
Custom | Insert Bizview-specific functions. For a list of functions, see Custom Functions. | |
Commonly used | Insert commonly used function in Bizview such as AND, IF SUM, TRIM, SUMIF. |
Workbook
Below is a list of buttons available in the Workbook ribbon:
Button | Description | Note |
---|---|---|
Save | Save the template. | |
Export to Excel | Export the report to Excel. | |
Import from Excel | Import a report from Excel. | |
Restore Template | Restore the template to the previously published version. |
Instructions
Below is a list of buttons available in the Instructions ribbon:
Button |
Description |
Note |
---|---|---|
Instructions Editor |
Add or edit an instruction. |
Create a custom document with instructions for the end users. Instructions include all the common text editor formatting options, as well as ability to insert images. |
Help
Below is a list of buttons available in the Help ribbon:
Button |
Description |
Note |
---|---|---|
Keyboard Shortcuts |
Displays a list of keyboard shortcuts. |
For more information, see Keyboard Shortcuts Dialog. |
Properties Pane
The right-panel, or properties pane, contains the following features (select each link to learn more):
Creating Analytics Reports
To create an Analytics Report, select Analytics from the menu and select Design mode:
Once in Template Design, select the New button from the ribbon:
A Create new analytic report dialog displays, as shown below:
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.