Changepoint Analytics (SA) Introduction – Chapter 12: Layout, Formatting, & Design

Changepoint Analytics (SA) Introduction – Chapter 12: Layout, Formatting, & Design

In this Changepoint Analytics (SA) Introduction training course, participants will learn how to enhance report design with various features like Headers, Footers, Blocks, and more.

About this course

Agenda:

  • Copy parts of existing reports into a new report
  • Enhance report design and layout with tables and blocks
  • Add objects to reports
  • Create Sections, Headers, and Footers
  • Format data
  • Using Classes and Component Reference to standardize the design
  • Discuss development best practices
  • Copy and Paste:
    •  Most items in a report (Pages, Queries, Variables, Lists, Graphs, Classes….) can be copied and pasted into another open report.
    • When copying, it should be done in a specific order: foundation first and then page items
  • Using Tables for Layout:
    • Tables can be used to assist with layout and alignment of report objects
    • Empty table cells will not be rendered
  • Mouse Over action
    • Display additional information with mouse-over HTML
  • Add Headers or Footers:
    • Headers and footers can contain images, layout calculations, tables, and text items
  • Adding Objects to Reports:
    • Objects can be added with the HTML item object in the Toolbox tab
    • Multimedia objects and hyperlinks need to be clicked on to be activated
  • Formatting Data:
    • When you format data, you apply a mask, so it provides meaning or a consistent look and feel
    • By changing the data format users can alter the report appearance to suit their local or personal preferences without altering how the data is stored in the system
  • Creating Sections:
    • Sections can help visually break up large lists of information
  • Modify Structures:
    • Unlocking a cell allows you to modify the contents of that cell
    • Be sure to lock the cell after you are done
  • Development Best Practices
    • These are only guidelines and based on experience, feel free to implement your own solution or existing process. Have a process or plan in place before you start too much development, it will save you a lot of frustration and confusion later. 
    • Create a Development folder – Do all development in this folder
    • Create a Stage folder – Put reports that are almost done here and awaiting approval or review by requestor
    • Version all reports and give them meaningful names
    • Give queries, parameters and prompts meaningful names when working with more than one

 

 

 

Curriculum0 hr 28 min

  • Chapter 12: Layout, Formatting, & Design 0 hr 28 min

    Chapter 12: Layout, Formatting, & Design

  • What's Next?

    What's Next?

About this course

Agenda:

  • Copy parts of existing reports into a new report
  • Enhance report design and layout with tables and blocks
  • Add objects to reports
  • Create Sections, Headers, and Footers
  • Format data
  • Using Classes and Component Reference to standardize the design
  • Discuss development best practices
  • Copy and Paste:
    •  Most items in a report (Pages, Queries, Variables, Lists, Graphs, Classes….) can be copied and pasted into another open report.
    • When copying, it should be done in a specific order: foundation first and then page items
  • Using Tables for Layout:
    • Tables can be used to assist with layout and alignment of report objects
    • Empty table cells will not be rendered
  • Mouse Over action
    • Display additional information with mouse-over HTML
  • Add Headers or Footers:
    • Headers and footers can contain images, layout calculations, tables, and text items
  • Adding Objects to Reports:
    • Objects can be added with the HTML item object in the Toolbox tab
    • Multimedia objects and hyperlinks need to be clicked on to be activated
  • Formatting Data:
    • When you format data, you apply a mask, so it provides meaning or a consistent look and feel
    • By changing the data format users can alter the report appearance to suit their local or personal preferences without altering how the data is stored in the system
  • Creating Sections:
    • Sections can help visually break up large lists of information
  • Modify Structures:
    • Unlocking a cell allows you to modify the contents of that cell
    • Be sure to lock the cell after you are done
  • Development Best Practices
    • These are only guidelines and based on experience, feel free to implement your own solution or existing process. Have a process or plan in place before you start too much development, it will save you a lot of frustration and confusion later. 
    • Create a Development folder – Do all development in this folder
    • Create a Stage folder – Put reports that are almost done here and awaiting approval or review by requestor
    • Version all reports and give them meaningful names
    • Give queries, parameters and prompts meaningful names when working with more than one

 

 

 

Curriculum0 hr 28 min

  • Chapter 12: Layout, Formatting, & Design 0 hr 28 min

    Chapter 12: Layout, Formatting, & Design

  • What's Next?

    What's Next?