Templates

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

• Ribbon

• Properties Pane

• Analytics Report

Creating Templates

Complete the following steps:

1. Access Template Designer by selecting the Reports icon from the menu and selecting Design mode:

2. Once in Template Design, hover over the New button in the ribbon to expose your options:

3. 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 or Form) 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.

Important: Available from Bizview version 5.0.

• 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.

Note: When creating an Analytics report, no template design is necessary. For more information, see the Analytics Report section in Properties Pane below.

Upon selecting a template, a Create new Report dialog displays, as shown below:

4. Enter a Description for the report and select Create.

The Designer opens a new Template for you to design, like below:

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:

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:

View

Below is a list of buttons available in the View ribbon:

Page Layout

Below is a list of buttons available in the Page Layout ribbon:

Formulas

Below is a list of buttons available in the Formulas ribbon:

Workbook

Below is a list of buttons available in the Workbook ribbon:

Instructions

Below is a list of buttons available in the Instructions ribbon:

Help

Below is a list of buttons available in the Help ribbon:

Properties Pane

Data Bindings

Select Data from the right panel to access Data Bindings:

Select the Data Bindings drop-down and choose the Data View for the report:

Select a Data View Field and drag it to the column or row, as demonstrated in the video below:

When a Data View variable is dragged into the Column drop box, the corresponding column control variables are always added in the next empty design column in the sheet from left to right on the worksheet. Given that the top-to-bottom list of Data View variables in the Column drop box correspond to the design column position in the worksheet from left to right, moving a Data View Field up one or more positions in the list moves the corresponding design column in the worksheet to the left by one or more positions. On the other hand, moving a variable down one or more positions in the drop box results in the corresponding design column in the worksheet shifting to the right by one or more positions.

When a Data View variable is dragged into the Row drop box, the corresponding row control variables are always added in the next empty design row in the sheet from top to bottom on the worksheet. As such, moving a Data View Field down one position in the Row drop box also moves the corresponding row control variable down one row in the worksheet.

By default, rows are FIXED. To change the row to EXPAND, select the pencil icon next to the row you want to edit. Then, toggle the Auto Expand Rows setting to ON. You can also modify a row directly in the sheet. Manual changes to the sheet prompts a notification to display in the Data Bindings area, letting you know the data binding has changed. Select the notification to refresh the sheet, as demonstrated below:

Hovering over the Data View Field exposes a tooltip notifying you that you can double-click on the Data View Field to view the column in the sheet, as demonstrated below:

Select the pencil icon to access settings:

Settings display in a pop-out menu to the left of the Data Bindings. Make any necessary changes and select Apply:

Select the x next to the Data View Field to delete that field from the drop box, as well as the column in the sheet.

Pane

Select Pane from the right panel to access Selection Panes:

Select the Selection Pane drop-down and choose the pane to be used with the template.

Once selected, a preview of the Selection Pane displays. The Control Tags from selected Selection pane will automatically be populated, as shown below:

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.

Parameters

The Parameters tab is certainly the most important set of parameters that you can use to affect the behavior of the Template.

Select Parameters from the right panel to access Parameters:

Enter a parameter into the search bar, or select each heading to display available parameters, as demonstrated below:

General Parameters

Sheet name (SHEETNAME)

Client name (CLIENT)

Enter Behavior (ENTER_BEHAVIOR)

Rows/Columns

Search column (SEARCHCOL)

Viewtags (VIEWTAG)

Worksheets

Addsheet Object (ADDSHEET)

Totalsheet name (ADDSHEET_TOTAL)

Place Totalsheet First (TOTALSHEET_FIRST)

Addsheet procedure (ADDSHEET_PROC)

Global Filters

Global Filters

Data Dimensions

Version (VERSION)

Form Tag (FORM_TAG)

Value Type (VALT)

Currency (CURR)

Scale Factor (SCALE)

Object Version (OBJVERSION)

Derive Object Version from Planning Version

Data Retrieve

Pre-generate Break Sheets (PRE_GENERATE_BREAK)

Data View Optimize (<DATAVIEW_OPTIMIZE>)

Query Options (QUERY_OPTIONS)

Group By (GROUPBY)

Data Update

Audit Trail (DELETE_METHOD)

Delete Where (DELETE_WHERE)

Data Table (DATA_TABLE)

Formatting

Entry - Background Color (ENTRY)

Entry - Font Color (ENTRY)

No Entry - Font Color (NOENTRY)

Ribbon Buttons

Hide Ribbon Buttons (HIDE_RIBBON_BUTTONS)

Disable

Disable Drill Through Option (DISABLE_AUTO_DRILL)

Exclude Columns in Drill Through (EXCLUDE_DRILL_COL)

Disable Authorization (DISABLE_AUTH)

Disable Authorization for Specific Object(s) (DISABLE_OBJECT_AUTH)

Subtotal

Summarize when only one row (SUBTOTAL)

Add an extra row before each subtotal row (SUBTOTAL)

Overwrite formulas in sum column (SUBTOTAL)

Group detail rows in an outline (SUBTOTAL)

Dynamic Columns

Data View (DYNCOL)

Select Columns (DYNCOL)

Order By Columns (ORDERBY)

Break Exclusive (DYNCOL)

Row Groups

Data View (ROWGROUP_PROC)

Select Columns (ROWGROUP_PROC)

Order By Columns (ORDERBY)

Currency Calculation

Report Currency (REPORTCURR)

Scanned Documents

Document Procedure (DOCUMENT_PROC)

The following parameters are not supported or yet implemented in v1 templates:

• View empty addsheets (VIEW_EMPTY_ADDSHEETS)

• Additional worksheet information (ADDINFOn)

• Disable Save button (DISABLE_SAVE)

• Trace SQL Queries (TRACE)

• Push sheets (PUSH_SHEETS)

• Enable SELECT FROM.. (INITIAL_SQL_ALL)

• Alternative source/table to fetch values from (BV_SOURCE)

  Important: BV_SOURCE has been deprecated.

Data Sheets

Select Data Sheets from the right panel to access Data Sheets:

In addition to parameters in PARAM, column A and row 1, GetTables can be defined in the template. A GetTable 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.

To add a GetTable, select the plus icon and choose between Data View Query or SQL Query:

For more information, see GETTABLES function.

Buttons

Select Buttons from the right panel to access Custom Buttons:

Select the plus icon to add a new button. An Add New Custom Button dialog displays, as shown below:

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.

For more information, see SCRIPT function.

Events

Select Events from the right panel to access 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.

Select the plus icon to add a new event. An Add New Event dialog displays, as shown below:

For more information, see EVENTS function.

Comment Tags

Select Comment Tags from the right panel to access Comment Tags:

Select the plus icon to add a new comment tag. An Add Predefined Comment Tag dialog displays, as shown below:

For more information, see Predefined Tags.

Links

Select Links from the right panel to access Links:

In Bizview, you can link one template to another or connect a template to a web address. For example, 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.

Select the plus icon to add a new link. The Add New Link dialog displays, as shown below:

For more information, see LINKS function.

Quick Format

Select Quick Format from the right panel to access Quick Forematting:

The Quick Format section allows you to quickly exchange all found formatting matches within a template. Below is a list of the formatting options:

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!

Analytics Report

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.

• Tutorial Part 5 - Report Template Design
• Tutorial Part 6 - Form Template Design
• Tutorial Part 7 - Gridform Design
• Tutorial Part 10 - Analytics report