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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:

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

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

  1. 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.
  1. 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

SaveSave the template. 
Save AsSave the template with a new name. 
CloseClose the template. 
Back to TemplatesLeave template design. 
PreviewPreview the template. 
PublishPublish the template. 
PastePaste copied values. 

Paste Format

Paste formatting options.


Cut

Cut cell contents to clipboard.


Copy

Copy cell contents to clipboard.


Design areaDisplays the area on the report where you can enter column and row control variables. 
Grant AccessAllows you to grant access to the report on a user, role, and client basis. 
Selection Pane DesignOpens 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:

ButtonDescriptionNote

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.


UnderlineUnderline the text. 
BordersCustomize cell borders. 
Background ColorChange the background color of the cell. 
Font ColorChange the font color. 
Align topAlign text at the top of the cell. 
Align middleAlign text in the middle of the cell. 
Align bottomAlign text at the bottom of the cell. 
Align leftAlign text at the left of the cell. 
Align centerAlign text in the center of the cell. 
Align rightAlign text to the right of the cell. 
Wrap TextDisplay cell contents on multiple lines. 
Merge and CenterCombine two or more cells and center their content. 
GeneralChoose the format for cells such as percentage, currency, date, or time. 
PercentFormat as percent. 
Thousands separatorFormat with thousands separator. 
Increase decimalsShow more decimal places for more precise values. 
Decrease decimalsShow fewer decimal places. 
Auto sumAutomatically tally the sum total. 
Conditional FormattingCreate rules that determine the format of cells based on their cell values or formula. 
ReplaceDisplay 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

SaveSave 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.

 

DropdownInsert dropdown. 

Validation

Insert Cell Validation rules.


Freeze Panes

Insert freeze panes on active cell or on generation.


HyperlinkInsert 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 valuesShow/Hide zero. 

Page Layout

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

ButtonDescriptionNote
SaveSave 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:

ButtonDescriptionNote
SaveSave the template. 
Name ManagerCreate, edit, delete, and find all the names used in the workbook 
Cell CommandsInsert 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 FunctionRuns the Function Wizard where you can select functions to use and fill out the input values.  
CustomInsert Bizview-specific functions. For a list of functions, see Custom Functions. 
Commonly usedInsert commonly used function in Bizview such as AND, IF SUM, TRIM, SUMIF. 

Workbook

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

ButtonDescriptionNote
SaveSave the template. 
Export to ExcelExport the report to Excel. 
Import from ExcelImport a report from Excel. 
Restore TemplateRestore 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.

Published:

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:

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

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

  1. 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.
  1. 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

SaveSave the template. 
Save AsSave the template with a new name. 
CloseClose the template. 
Back to TemplatesLeave template design. 
PreviewPreview the template. 
PublishPublish the template. 
PastePaste copied values. 

Paste Format

Paste formatting options.


Cut

Cut cell contents to clipboard.


Copy

Copy cell contents to clipboard.


Design areaDisplays the area on the report where you can enter column and row control variables. 
Grant AccessAllows you to grant access to the report on a user, role, and client basis. 
Selection Pane DesignOpens 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:

ButtonDescriptionNote

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.


UnderlineUnderline the text. 
BordersCustomize cell borders. 
Background ColorChange the background color of the cell. 
Font ColorChange the font color. 
Align topAlign text at the top of the cell. 
Align middleAlign text in the middle of the cell. 
Align bottomAlign text at the bottom of the cell. 
Align leftAlign text at the left of the cell. 
Align centerAlign text in the center of the cell. 
Align rightAlign text to the right of the cell. 
Wrap TextDisplay cell contents on multiple lines. 
Merge and CenterCombine two or more cells and center their content. 
GeneralChoose the format for cells such as percentage, currency, date, or time. 
PercentFormat as percent. 
Thousands separatorFormat with thousands separator. 
Increase decimalsShow more decimal places for more precise values. 
Decrease decimalsShow fewer decimal places. 
Auto sumAutomatically tally the sum total. 
Conditional FormattingCreate rules that determine the format of cells based on their cell values or formula. 
ReplaceDisplay 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

SaveSave 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.

 

DropdownInsert dropdown. 

Validation

Insert Cell Validation rules.


Freeze Panes

Insert freeze panes on active cell or on generation.


HyperlinkInsert 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 valuesShow/Hide zero. 

Page Layout

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

ButtonDescriptionNote
SaveSave 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:

ButtonDescriptionNote
SaveSave the template. 
Name ManagerCreate, edit, delete, and find all the names used in the workbook 
Cell CommandsInsert 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 FunctionRuns the Function Wizard where you can select functions to use and fill out the input values.  
CustomInsert Bizview-specific functions. For a list of functions, see Custom Functions. 
Commonly usedInsert commonly used function in Bizview such as AND, IF SUM, TRIM, SUMIF. 

Workbook

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

ButtonDescriptionNote
SaveSave the template. 
Export to ExcelExport the report to Excel. 
Import from ExcelImport a report from Excel. 
Restore TemplateRestore 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.

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