Document Layout Panel      Back to Previous


The Document Layout panel allows you to define the details that will appear on the document when run. A document must have at least one layout defined, but may have as many layouts as needed. As noted earlier in the documentation, each layout in a document is similar to a tab on an Excel spreadsheet.

When defining a multiple-dataset, the datasets are defined at the document level but the one dataset that is designated as the primary for grouping and sorting may differ by layout within a document.

The layout includes the following elements:

·        Grouping - option to specify the attributes used to group data for the layout

·        Section Layout - options to specify the section headers and detail and the data elements that appear within those sections

Grouping      Back to Previous

The Grouping field allows you to specify the data elements that are used to group data on the layout. You may define grouping by attributes and/or Custom Groups. Each layout within a document has its own grouping setup independent of the other layouts included in the document.


Layout Selection

When working with the layouts, each layout defined for a document will be represented by individual tabs.




Grouping Options

The grouping field allows you to drag and drop the attributes and/or Custom Groups you wish to use to group data for presentation.

In this example, the output is being grouped on the selected layout by CBSA and Zip Code attributes.


Grouping Options as Sections

When you define the grouping, the document automatically adds a section for each attribute/Custom Group being used for the grouping.


Grouping affect on Report Output Presentation

The output presented in the report (e.g., in this case, a graph report) will display records that match the combined value selections for each of the grouping attributes (e.g., the output is presented based on the combination of CBSA and Zip Code selected; an example, output presented for San Francisco-Oakland CBSA for Zip Code 94132).


Layout Section Setup      Back to Previous

The Section setup for the document layout defines what is presented to the user. You specify the sections you wish to present (e.g., individual headers, layout body and individual footers). Each section may have additional data or presentation elements (i.e., data elements refer to reports, attributes and/or metrics; presentation elements refer to text boxes, lines, etc). When defining a multiple-layout document, each layout is defined independently. They all share the datasets defined for the document, but the designation for the primary dataset is independent for each layout (may be the same, may be different).

The layout sections included in a document will vary based on your access point to Create Document. If you choose one of the Dashboard templates, the sections are predefined based on the layout of the dashboard. If you choose the standard Document template, the layout will include Page, Document and Detail headers and footers as well as a Detail body section. The example below shows the Document template as well as one Dashboard template.


Layout Setup using Document Template

When you select the option to create a document from the blank document template, a sample of the layout is displayed on the right.

By default, the layout will include Page, Document and Detail headers and footers along with a Detail body section.

The Page header and footer will print on each page, the Document header and footer will print on the first page of the document. The Detail header is printed each time there is a new section based on the combination of values for the grouping.

If you have added attributes from a dataset, each attribute will include a header and footer. The header will appear between the Document header and Detail header. The footer will appear between the Detail footer and Document footer.

The hierarchy for these will be based on the placement of the attribute in the Grouping panel (e.g., CBSA is listed first and Prop Zip second; CBSA header section is first and Prop Zip header is second).




Layout Setup using a Dashboard Template

When using a dashboard template, the layout is based on the type of dashboard you have selected. In this case, the template selected is the 02 - Title and Content template.

This layout has one section for the title section and one content section. Notice these dashboards do not have headers and footers.

Dashboards are intended to present more thumbnail or summarized data, in an interactive display viewed online. The more traditional elements of a standard document (i.e., the headers and footers) are not applicable for that type of implementation.