Spreadsheet Templates

Creating Spreadsheet Templates

  1. In the Explorer Tree, select the Template Information object.

  2. There are options in creating a spreadsheet template at this point.

  1. The Creating an Entity screen will be displayed.

  2. Select the Spreadsheet entity type by left-clicking on the Spreadsheet radio button.

  3. Click on the Next button on the bottom right of the screen.

  4. In the Entity Name field, enter the desired name for the spreadsheet template.

  5. In the Datasource pop-list, select the desired datasource or (use default).

  1. In the Based On pop-list,select the template on which the new spreadsheet template will be based.  Any mutable blocks assigned to the spreadsheet template selected will be copied to the new spreadsheet template.  Select (NONE) to create a template that is not based on any other template.

  2. Click on the Next button on the bottom right of the screen.

  3. The Adding New Block screen will be displayed.

  4. See the Adding Blocks to Spreadsheets section for the next steps.

Modifying Spreadsheet Templates

  1. In the Explorer Tree, expand the Template Information object and select the template spreadsheet that you wish to modify.

  1. Display the spreadsheet properties.  These will either be displayed in Alphabetical or Logically, depending on the setting of the [Sort Alphabetically/Logically] button.  The following instructions are assuming that the properties are sorted logically.

  2. In the Name property, the name that you entered when creating the template will be displayed.  It can be changed, if desired.

  3. In the Description property, enter a user-defined description for this template.  The default is the type of template followed by the template name. (i.e. Spreadsheet:TEMPLATE)

  4. In the Datasource pop-list, the datasource that you selected when creating the template will be displayed.  It can be changed, if desired.

  1. In the Allow Anonymous pop-list, select true if anonymous users should have access to this template.  Select false if anonymous users should not have access to this template.  This is the default setting for spreadsheets created from this template.

  2. The Inherits From pop-list displays the template from which this template was created, grayed out.  This value cannot be changed.

  3. In the Default Mode pop-list, select the view type that will be displayed by default for this spreadsheet template.  Choices include Run Report and Parameter Form.  This is the default setting for spreadsheets created from this template.

  4. In the Parameter Screen Width property, enter the width in pixels for the parameter form created for this spreadsheet template.  This is the default setting for spreadsheets created from this template.

  5. In the Parameter Screen Height field, enter the height in pixels for the parameter form created for this spreadsheet template.  This is the default setting for spreadsheets created from this template.

  6. In the Results Disposition property, only Return to Caller can be selected.

  7. The Created on property displays the date and time on which this spreadsheet template was created and cannot be changed.

  8. The Modified on property displays the date and time on which this spreadsheet template was last changed, and cannot be modified.

  9. When all changes have been made, press the [Save] button in the Main Toolbar.

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