Document Editor      Back to Previous

 

The Document Editor panel in the Create Document page allows you to work with datasets and the structure of a document. There are separate views of the browser as follows:

·        Dataset View - this view allows you to view and work with the datasets associated with the document.

·        Document Structure View - this view allows you to view and work with each layout defined for the document

·        Related Reports View - this view allows you to view and work with the documents in the current folder

Dataset View      Back to Previous

The Dataset view allows you to work with the datasets that are defined for the document. Datasets represent reports that you add to the document; once added, any attributes and metrics for the data warehouse are included for use in the document. Please note, any view filters or derived metrics on the report are not included in the dataset available to the document. Once a report is added as a dataset, you may add any attribute or metric to the document view.

When you add multiple reports as dataset objects to a document, the datasets must be grouped to determine how the datasets are joined (e.g., assuming you have two reports that both contain the CBSA attribute, you would join on the CBSA code).

The following is an example of the Dataset view of the Object Browser:

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Add Dataset Button

This button allows you to add a dataset to the document. When clicked, a Browse window is presented to search for and select an existing report to add as a dataset.

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Document_ObjectBrowser_AddDataSetButton.png

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Datasets

Once a report is added to a document, the name of the report is displayed as a dataset. Notice the (-) sign node to the left of the dataset name. This expands and collapses the dataset to display the underlying attributes and metrics.

Note: One dataset must be defined as the "primary". The output may only be grouped and sorted by attributes in the primary dataset By default, the first dataset added is defined as the primary, but this may be changed as you add more datasets.

 Document_ObjectBrowser_DatasetView.png

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Attributes and Metrics contained in Datasets

The attributes and metrics contained in the report/dataset are available for selection to be used on the document.

 

Document Structure View      Back to Previous

The Document Structure view of the Document Editor displays the section detail for the document layout. A document may have multiple layouts; a layout represents one "page" of the document much like the sheet tabs within an Excel spreadsheet file. Each document layout has its own primary dataset, data grouping and sorting and section setup. The Document Structure view will reflect the layout current being displayed and will be refreshed as you change the layout selection.

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Document Layout Structure

The structure of the selected layout tab is displayed with each section presented as a "node" in the tree view of the structure (e.g., Page Header, Document Header, et al).

If a section has detailed elements, the section will have an expand/collapse icon to expand the section to view the detail elements (e.g., Page Header has a label in a text box; Detail Header has column headings; Detail has links to attributes contained in a text box).

 Filler_PageByExample.png

Document_ObjectBrowser_DocumentStructure.png

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Section Detail Elements

Each detail element contained within a section on the document layout are included under the section name.

By default, the text that appears for the detailed elements (e.g., Original Amount under the Detail Header section) are assigned by the application (e.g., when you add a text box it assigns a name of "Textbox" with a sequential number).

You may manually name the detailed elements using the Properties and Formatting setup dialog when you right-click the detailed element in the Document Structure browser.

 

Related Reports      Back to Previous

This section simply displays the additional report or document objects that are in the same folder where your document is saved. This view is only for reference as you cannot add any of these items to the current document you are working with. Each document and report are displayed as hyperlinks and, once clicked, will execute the document or report.

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Document Layout Structure

The structure of the selected layout tab is displayed with each section presented as a "node" in the tree view of the structure (e.g., Page Header, Document Header, et al).

If a section has detailed elements, the section will have an expand/collapse icon to expand the section to view the detail elements (e.g., Page Header has a label in a text box; Detail Header has column headings; Detail has links to attributes contained in a text box).

 Filler_PageByExample.png

Document_ObjectBrowser_DocumentStructure.png

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Section Detail Elements

Each detail element contained within a section on the document layout are included under the section name.

By default, the text that appears for the detailed elements (e.g., Original Amount under the Detail Header section) are assigned by the application (e.g., when you add a text box it assigns a name of "Textbox" with a sequential number).

You may manually name the detailed elements using the Properties and Formatting setup dialog when you right-click the detailed element in the Document Structure browser.