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Using report layout components

Choose from various layout components when creating your custom report layout

Before you begin

Layout Components in the Online Editor

The components available from the Insert tab are:

ComponentDescription
Layout Grid Used to align components properly in the layout/canvas. All other components should be dropped into a layout grid for best alignment.
ChartDrop visual charts, such as Bar, Line, and Pie into your layout grids. Format the chart from the Chart tab and Properties pane.
Page ElementsInsert page numbering, page break, and total page count. To align these properly, drop them into a Layout Grid, then drag the corresponding Layout Grid cell to the required position on the page.
Text ItemDisplay custom text for headers, notes, and short descriptions. Select the Layout Grid cell to which the Text Item component is to be added, then drag and drop the Text Item component.
ImageFirst add a Layout Grid component from the Insert menu to align the image properly in the design area. Then drag & drop the Image component into the Layout Grid. Choose the image stored on your computer to insert.
Repeating SectionAllow you to repeat a similar set of components (charts or tables) for every value of an attribute. For example, you could create a mail status bar chart for each mail type by grouping by element ‘Mail Type’. Use the Properties pane on the left panel for more formatting options.
TableDrag and drop a table into a layout grid.  To add columns in the table, drag & drop the data fields from the ‘Data Source panel on the left. Increase or decrease the column width by dragging them with your mouse, or select the cell or column from the table, go to the Appearance section under the Properties pane adjust the Width option. The Properties section contains many other formatting options such as alternate row colour, no. of rows to display and padding. You can apply conditional formatting to the table using the Highlight option.
Pivot TableDrag and drop a pivot table into a layout grid cell. Then drag and drop data fields from the Data Source panel on the left. Open the Properties pane for more formatting options. Apply conditional formatting on the pivot table using the Highlight option in the Pivot Table Data pane (display this by clicking on your pivot table data). For example you may want to show a red background to highlight workflows that are over 5 days overdue.

Repeating Section example:

repeating section

Pivot Table with Conditional Formatting example:

click highlight for conditional formatting
set conditional formatting

Layout Components in the Offline Template Builder

The Offline Template Builder contains all the same elements as the online editor, available from the Insert panel. Standard word elements such as text, formatting, and images can also be used. 

Chart

  1. First position the cursor in the Word document where you want to insert the Chart.
  2. From the Insert menu click Chart.
  3. Drag and drop data fields from the left tree structure into the indicated sections for Labels, Values, and Series.
  4. Select the required chart Type (such as pie, bar, graph) from the drop-down list.
  5. Click Preview to view how the chart will look with sample data. The preview will load in the center of the chart dialog.
  6. The properties pane on the right-hand side allows you to format the chart such as add legend, data labels, background color, font.
  7. Aggregations such as sum, average, minimum, maximum can be chosen for the selected data field.
  8. Click OK to insert the created chart into the RTF template.
  9. The Template Builder will insert a placeholder image for the chart. Resize the placeholder image to adjust the size of the chart as required.
insert a chart

BI Publisher does not support native Microsoft Word charts. You need to create charts using the Template Builder only.

Pivot Table

  1. Select Pivot Table from the Insert menu. 
  2. Drag and drop data fields from the left, to set the rows and columns of the pivot table. 
  3. Drop column fields into the top horizontal bar and row fields into the vertical bar inside the Layout pane.
  4. Use the Properties pane on the right to format and sort the pivot table.
  5. Row and Column totals can also be enabled in the Properties pane. Toggle this by setting Row Total or Column Total to either True or False.
insert pivot table

What other features are available in the BI Publisher Template Builder?
In addition to the Tables, Pivot Tables, Conditional formatting, and Charts, the following features are available:

ComponentDescription
FieldAllows you to select fields from your data source and insert them into your template.
Table/FormInsert data fields to be organized as a simple or nested table or as a form that is repeated with different data. Organize data fields for the whole document before inserting them.
Repeating GroupSelect or define a group of elements to be repeated for each occurrence of an element in the data.
Conditional RegionInsert a conditional statement around a region of the template. A conditional region is an area that is surrounded by a conditional statement. If the statement tests true, the area is displayed in the report; if the condition tests false, the area is hidden from the report.
All FieldsInserts all fields found in the XML data into your document. It will also insert processing instructions into your document that will repeat a section, such as a table row when the associated XML element is repeated. (When you are working on a deeply nested hierarchy of elements, it is better to insert elements separately, instead of inserting all fields)

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