CounselLink Reporting. Designer

Transcription

1 CounselLink Reporting Designer

2 Contents Overview... 1 Introduction to the Document Editor... 2 Create a new document:... 2 Document Templates... 3 Datasets... 3 Document Structure... 3 Layout Area... 4 Layout Area Sections... 4 Hiding Sections of the Layout Area... 5 To hide sections in the Document Editor:... 5 Creating Documents from Existing Reports... 6 To create a document from an open report:... 7 Creating Multiple Layout Documents... 7 To import existing documents into a new multiple layout document:... 8 Exporting Multiple Layout Documents to Microsoft Excel... 8 Document Objects... 8 Report Grid/Graphs... 9 To add a grid/graph to the Layout area, do one of the following:... 9 Shortcut to Dataset... 9 Document with Original Report Formatting... 9 Document Automatically Shows Report s New Format To remove the shortcut to dataset functionality: Report Modifications that Affect Document Grid/Graphs Grid/Graph Components from a Single Dataset To designate a source dataset for a grid/graph: Inserting Reports Copyright 2016 LexisNexis. All rights reserved.

3 To insert a report into a document: Attributes, Metrics, Custom Groups, and Consolidations To add Reports, Attributes, Metrics, Custom Groups or Consolidations to a document, do one of the following: Document Objects Text To insert text into a document: Concatenating Static and Dynamic Text Auto Text To insert auto text into a document: To define custom formatting for the specific auto text fields: Concatenating Auto Text and Text Moving Objects Snap to Grid Alignment and Distribution To evenly distribute objects those are not well-spaced: Sizing Objects Ordering Objects To change the order of overlapping objects: Subsections Conditional Formatting To define conditional formatting on a text box using the Advanced Conditional Formatting Editor: 18 To toggle conditional formatting in a document: Maximize/Minimize (Portal Window) Graphs with Maximize/Minimize Feature To enable the title bar on a Grid/Graph: Links Linking a Document to a Web Page To link a document to a Web page using the Links Editor: Linking to a Specific Report or Document To link a document to another report or document: Linking from a Dynamic Text Box to Simulate Drilling Copyright 2016 LexisNexis. All rights reserved.

4 To link from a text box to simulate drilling: Linking from an Object in a Grid/Graph To define a link on an attribute in a grid/graph: Linking from a Prompted Document to a Prompted Target Linking from a Document to Multiple Targets To define multiple links: To set a default link: Links Summary Hyperlinks in a Document To link a document to a Web page using object properties: Copyright 2016 LexisNexis. All rights reserved.

5 Overview CounselLink Designer reporting module is available to help you create presentation-ready documents that present textual and graphical data from multiple CounselLink reports. Designer allows you to create one-page snapshots of graphical data or multi-page formatted documents to help you make informed decisions. Designer lets you produce actionable, relevant, reliable, quickly compiled reports that impact the strategies and decisions that determine your future success. And you can do it without help from your IT department or a graphic designer. You know what you need to know; let Designer help you see it. A business decision is only as good as the data behind it, and if the data behind the decision isn t clearly presented, relevant, timely and easy to understand, then the decision may not be as sound as it can be. Graphics and charts are often the best way to present both high level and detailed data, but creating a presentation-ready report from multiple software applications is time-consuming, sometimes frustrating and often requires more than just a basic knowledge of the applications you need to use. Using the information from your very own CounselLink reports, Designer gives you the ability to: Create presentation-ready documents Develop one document that includes multiple reports Compile your reports into a dashboard as a one-time effort that can be leveraged again and again Add text boxes, headers and footers Export data to Excel or PDF without extra formatting Incorporate visuals into reports Display data from different sources, including high-level and relevant detailed information Visit for more information about reporting features. Copyright 2016 LexisNexis. All rights reserved. 1

6 Introduction to the Document Editor To create a new document or edit an existing document, use the Document Editor in Design Mode. The following sections are available in the Design Mode: Dataset Objects pane Document Structure pane Notes pane Related Reports pane Layout area Grouping panel Create a new document: 1. Click the Reports tab. The Report page opens. 2. In the left pane, click Create, and then select New Document. The Create Document page opens. 3. Select a template from one of the following two sections: Dashboard Templates Document Templates Copyright 2016 LexisNexis. All rights reserved. 2

7 The Document Editor page opens. Note: On the Create Document page, keep the View document in Design Mode check box selected. Document Templates A set of dashboard and document templates appear before you see the editor. These templates are designed to help speed up the document creation process. By default, the dashboard templates display only the Detail Header section in the Layout area of the Document Editor. All other sections are hidden. In addition, when you create a document using one of these templates and you switch to View Mode, Interactive Mode, Editable Mode or Flash Mode, the document displays in Full Screen Mode by default. However, you can use the Restore Normal Screen Mode button on the toolbar (shown below) to restore the menus and toolbars. To edit an existing document open the document in Design Mode or run the document and switch to Design Mode. Datasets Datasets are preexisting reports. The Dataset Objects pane shows you the datasets that are available as source data for your document. Before designing a document, you must either create a report or ensure that a report already exists with the appropriate data for your document. The Dataset Objects pane is viewable in the document Design or Edit mode. Document Structure With the Document Structure pane, you can view the complete definition of a document in a tree view. This method for viewing the entire contents of a document provides a simplified view of the document structure. It also makes it easier to select individual objects. In the picture below, the Document Structure pane shows the contents of each document section. You can select an object in the pane and the object becomes selected in the document. You can also right-click an object and choose from a variety of placement and formatting options, as shown below. Copyright 2016 LexisNexis. All rights reserved. 3

8 Layout Area You define the content of the document in the Layout area. The Layout area consists of several different sections: Page Header, Document Header, Detail Header, Detail, Detail Footer, Document Footer and Page Footer. Each section determines where content displays in the final output. Layout Area Sections In the preceding image, the sections are indented to illustrate the hierarchy of a document. As you can see, the Page Header and Page Footer are the outermost sections, and the Detail section is the innermost section. In the final output, content in the outer sections surrounds content in the inner sections. Copyright 2016 LexisNexis. All rights reserved. 4

9 The Layout area displays a ruler, which is an actual measure of the size of your content and is displayed in inches. The behavior and purpose of each section in the Document Editor are described below: Page Header Items you place in this section display at the top of each page of the document. Document Header Items you place in this section display once by default, immediately below the Page Header section, toward the top of the first page of the document. Detail Header Items you place in this section display directly above the detailed data. Detail Items you place in this section constitute the detailed data displayed in the document. One row prints for each row of data in the document's dataset. Detail Footer Items you place in this section display only once, directly below the detailed data. Document Footer Items you place in this section display once, on the last page of the document. Page Footer Items you place in this section display at the bottom of each page of the document. Custom Headers and Footers In addition to the above sections, you have the ability (by forming groups of data) to create custom sections. For example, by adding Division and Office attributes to the Grouping panel of the editor, you can make header and footer bands for each of these attributes. Hiding Sections of the Layout Area You can hide or display certain sections of the Layout area in the Document Editor. By hiding the sections that you are less likely to use as you design a document, you can lend more screen space to the sections that you use more often. To hide sections in the Document Editor: 1. Open a document in Design mode. 2. Click the Tools menu, and then select Sections. The Properties window opens. 3. In the Sections Display, clear the check box for any section you want to hide. Copyright 2016 LexisNexis. All rights reserved. 5

10 Note: You cannot hide all sections. At least one section must be displayed. 4. Click OK to return to the document. Only the selected sections are displayed in the Document Editor. Creating Documents from Existing Reports You can create a Report Services document directly from a report. When you right-click any report and select Convert to Document, a new document opens and the following actions take place automatically: The source report, with all of its attributes and metrics, becomes the dataset of the document. The dataset displays in the Detail Header section as a grid (for a grid source report) or as a graph (for a graph source report). The grid or graph displays the same attributes and metrics as the source report. For example, in the source report, if any attributes, metrics, or other objects are in the Report Objects pane of the Report Editor but not in the report template, the grid/graph in the document does not display them. However, these objects will display under the dataset in the Dataset Objects pane of the Document Editor. Copyright 2016 LexisNexis. All rights reserved. 6

11 The grid or graph uses the source report's formatting. Any prompt answers that are stored in the source report are copied to the document. If the source report has an object in the page-by panel, this object becomes a grouping object in the document. The document automatically displays a header and footer section of the grouping If the source report has an object in the page-by panel, this object becomes a grouping object in the document. The document automatically displays a header and footer section of the grouping object. Also, a dynamic text box containing the object's name, such as {Law Firm Office}, displays in the custom header section. If the source report has a view filter, it is applied to the grid/graph in the document. To create a document from an open report: 1. Click the report name to run it. The report page opens. 2. Click the Tools menu, and then select Create Document. The Document Editor opens, with the report set as the grouping and sorting dataset and displayed as a Grid/Graph in the Detail Header. 3. Modify or edit the Grid/Graph. 4. Do one of the following to save the changes: In the format toolbar, click Save. Click the Home menu, and then select one of the following: o Save o Save As Creating Multiple Layout Documents Documents can display different layouts in a single document. Using multiple layouts, you can combine independently maintained documents into a single unified dashboard to create statements or report books. When you create a multiple layout document, you perform either of the following actions: Import existing documents into a new document. Each document displays on its own layout tab in the new document. Add a new blank layout to an existing document. The document displays its original layout, plus a new blank layout tab that you can continue to format. When you import existing documents into a new document, the following rules apply: The datasets of the imported source document are automatically included in the new document's Dataset Objects pane. The datasets of the imported source document are automatically included in the new document's Dataset Objects pane. Copyright 2016 LexisNexis. All rights reserved. 7

12 Each layout tab can have its own default grouping and sorting dataset. Each layout tab can have its own grouping objects. Each layout tab can display data in its own distinct sort order, as defined by any grouping objects or with the grouping and sorting dataset. Each layout tab can have its own page setup options, such as paper size, margins, page orientation, scaling and horizontal fit or overflow. Each layout can have its own border and background color. Each layout can have its own auto style. All layouts can use all datasets imported into the document. The Page Header and Page Footer sections are shared sections, meaning that their contents display on every layout in the document, by default. However, you can configure these sections to display differently for each layout. When you add a layout, the Document Header and Document Footer sections are replaced by the Layout Header and Layout Footer. These sections print at the beginning and end of the layout. There is no limit to the number of layouts that a document can contain. However, the more layouts you include, the more time it might take to render the document. To import existing documents into a new multiple layout document: 1. Open a document in Design view. 2. Click the Insert menu, and then select Layout. The Insert Layout window opens. 3. Click the Document Layouts tab. The various document layouts are displayed. 4. Select a layout, and then click OK. The selected layout opens in design mode. Exporting Multiple Layout Documents to Microsoft Excel When you export a multiple layout document to Microsoft Excel, each layout of the document automatically displays on its own worksheet in the Microsoft Excel workbook. Document Objects Now that you understand the sections of the Document Editor and the methods for creating documents, you are ready to explore the many types of objects that you can use to define the contents of a document. MicroStrategy objects, such as grids, graphs, attributes, metrics, and so forth, are the most common types of document objects. Copyright 2016 LexisNexis. All rights reserved. 8

13 Report Grid/Graphs After you add a dataset in the Dataset Objects pane, you can add it to any header or footer section in the Layout area. When you drag a dataset into a header or footer section, it becomes a grid/graph object. You cannot include grid/graphs in the Detail section. In most cases, when you want to design a document to show grids and graphs, you should use one of the dashboard templates. These templates display only the Detail Header section by default, so any grid/graphs you place in the Layout area of the document automatically go into this section. In addition, the templates contain placeholders for document objects. The placeholders make it easier to size and position in the grid/graphs on the document. To add a grid/graph to the Layout area, do one of the following: 1. Select the desired Layout area section to which you want to add the grid/graph. 2. Right-click the dataset and select one of the following options: Add to section with Formatting Add to section without Formatting Add to section as Shortcut You can also drag the dataset to the location. Note: The Add to section without Formatting option will result in the Grid/Graph to lose the original formatting. Shortcut to Dataset When you right-click a dataset and select Add to Section as Shortcut, you ensure that the grid/graph within the document maintains a link to the original report. If you modify the formatting, template definition, or filter definition on the original report, your changes automatically take effect within the document. For example, in the document shown below, the grid displays the original formatting for the document's dataset. Document with Original Report Formatting Copyright 2016 LexisNexis. All rights reserved. 9

14 With the shortcut to data set, when you change the formatting of the original report and run the document again, the document automatically displays as follows: Document Automatically Shows Report s New Format After you design a document using shortcuts to data sets, you always have the option to remove the link to the source report. When you remove the link, you can format the data set differently from the original report. For example, when you use the shortcut to dataset option, the grids/graphs you include in the document based on that data set must contain all of the dataset's attributes, metrics, and so forth. However, when you remove the shortcut, you can create grids/graphs based on that data set that contain subsets of the original attributes and metrics. Without the shortcut option, the grids/graphs based on the data set can have independent formatting and can hold a subset of the contents from the original data set. To remove the shortcut to dataset functionality: 1. Right-click the desired grid/graph, and then select Properties and Formatting. The Properties and Formatting window opens. 2. In the left pane click Layout. The layout settings page opens. 3. In the Grid section clear the Shortcut check box. The shortcut to dataset functionality is deleted. Report Modifications that Affect Document Grid/Graphs Whether or not you use shortcuts to your datasets, there are certain report changes that will always affect your document. For example, if you remove an object (such as an attribute or metric) from the original report, the object is also removed from the document's dataset and any grid/graphs based on that dataset no longer display the object. If you have a dynamic text box for that particular object in the document, a static text box displays in the document's output instead. For instance, your original report contains the Profit metric. You place {Profit} in the Detail section of a document that uses the report as its dataset. If you delete Profit from the original report, the document no longer lists Profit as a metric in the dataset and the {Profit} text box in the Detail section displays the static text {Profit} instead of any Profit values. Furthermore, if you add a new object (like a metric or attribute) to the original report in the Report Editor, when you close and reopen the document that uses that report as its dataset, the Dataset Objects pane automatically displays the new object under the dataset. Copyright 2016 LexisNexis. All rights reserved. 10

15 Grid/Graph Components from a Single Dataset A grid/graph object that you insert in the Layout area of a document can only contain objects (attributes, metrics, and so on) from a single dataset. You cannot mix attributes and metrics from multiple datasets within a single grid/graph object. You can always specify the source dataset for a grid/graph using the object properties. To designate a source dataset for a grid/graph: 1. Right-click the grid/graph, and then select Properties and Formatting. The Properties and Formatting window opens. 2. In the left pane click Layout. The layout settings page opens. 3. In the Grid section, in the Data source list, select a source dataset. 4. Click OK. The source dataset is designated to the Grid/Graph. Inserting Reports To make the process of inserting datasets and grid/graphs quicker and easier, you can insert a report directly into a document. To insert a report into a document: 1. Select the section to which you want to add the grid/graph. 2. Click the Insert menu, and then select Report. 3. Use the cross-hairs cursor to position and size the placeholder for the grid/graph. 4. In the Select Dataset window, select the desired dataset, and then click OK. The report is inserted in the document. Inserting a report inserts the dataset and the grid/graph into the document in one step. Attributes, Metrics, Custom Groups, and Consolidations You can add the individual attributes, metrics, custom groups, and consolidations from datasets to any section of a document. All of these objects can come from one or more datasets. When you add any of these objects, they are denoted with braces { }, for example, {Division}. Objects that contain spaces or special characters must also be surrounded with square brackets [], as in the case of {[Law Firm Office]}. Copyright 2016 LexisNexis. All rights reserved. 11

16 As you create documents, you need to understand the behavior of these objects when you place them in different sections of the editor. To add Reports, Attributes, Metrics, Custom Groups or Consolidations to a document, do one of the following: In the Dataset Objects pane, drag the desired element (report, attribute, metric, custom group, consolidation, and so forth) into the desired section of the Layout area. In the Dataset Objects pane, right-click the object and select Add to Section as Dynamic Text or Add to Section as Static Text. To show a particular attribute form, expand an attribute, right-click the form, and add it to the document as static or dynamic text. Insert a text box into the desired section of the Layout area and type the name of an attribute, metric, custom group, or consolidation surrounded by braces. For example, type {Division} in a text box in the Detail section and the document displays the attribute elements for Division from the dataset. Document Objects If you want to specify the source dataset for a certain metric, you can also include the name of the dataset in the text box, For example, if the same metric is used in multiple datasets, use the syntax {[dataset name: [object name]}, Although you do not have to use square brackets unless the names contain spaces or special characters, the brackets can help set off the names. Text You can insert text into any section of a document using text boxes. You can format text boxes by specifying the size, transparency, borders, font, and much more. To insert text into a document: 1. Select the desired section of the Layout area to which you want to add a text box. 2. Click the Insert menu, and then select Text. Alternatively, on the Insert toolbar, you can select Text, as shown below. 3. Use the cross-hairs cursor to position and size the placeholder for the grid/graph. 4. Type the text that you want to display on the document. Concatenating Static and Dynamic Text You can create dynamic sentences by concatenating static text with dynamic text. Remember that when you surround text with braces {}, the text is treated as data when an object in the datasets matches the Copyright 2016 LexisNexis. All rights reserved. 12

17 text in braces. For example, if your dataset contains the Region attribute and the Profit metric, you can insert a text box that dynamically populates the {Region} and {Profit} text with data, as shown below: Design view: The {Matter} had spend of {Billed Amount}. HTML output: The Jones Matter had spend of $1,495,107. When different types of text boxes (in this case, static and dynamic) are combined in one text box, the entire text box has the same formatting and properties. For example, if you want to make the {Matter} names and {Billed Amount} values bold but keep the static text in plain text, you should place them in separate text boxes and format them differently. Auto Text Auto text fields are another useful object type. They are variables that you can insert into a document to be dynamically displayed at run time. Auto text fields are similar to dynamic text boxes, in that they are surrounded with braces {}. However, they differ from dynamic text boxes because they are reserved words, which are also preceded with an ampersand (&). Auto Text Codes for a Document Auto Text {&PAGE} {&NPAGES} {&DATETIME} {&USER} {&DOCUMENT} {&DESCRIPTION} {&PROJECT} {&EXECUTIONTIME} Description Inserts the current page. Insets the total number of pages into a document or in the group s section before page numbering restarts. Insets the current date and time of the client computer when the document executes. Inserts the full name, not the login, of the CounselLink user who executes the document. Inserts the saved name of the document. Inserts a document s description. Inserts the name of the CounselLink project where the document is saved. Inserts the time the document executes. This auto text is useful for non-interactive users, such as those who received documents on a scheduled basis. Copyright 2016 LexisNexis. All rights reserved. 13

18 {&NOTES} Inserts notes. Auto Text Codes for a Dataset {&REPORTNAME:DESCRIPTION} {&REPORTNAME:FILTERDETAILS} {&REPORTNAME:PROMPTDETAILS} {&REPORTNAME:REPORTDETAILS} {&REPORTNAME:REPORTFILTERDETAILS} {&REPORTNAME:REPORTLIMITDETAILS} {&REPORTNAME:TEMPLATEDETAILS} {&REPORTNAME:EXECUTIONTIME} Inserts the description of the specified dataset. If the report does not have a description, the text field remains blank. Inserts the filtering criteria (report filter and report limit) used in the data set. If there is not filter, Empty Filter is displayed. Insets prompt information for all prompts in the specified dataset. Inserts as many report details as you want to include, such as filter details, template details, and prompt details, for the specified dataset. Inserts the filtering criteria for the report filter used in the dataset. Inserts the report limit details for the dataset. Inserts the complete template details, including attributes and metrics, for the specified dataset. Inserts the date and time the dataset was executed. To insert auto text into a document: 1. Select the section in which you want to place the auto text. 2. Click the Insert menu, and then select Auto-text. A sub-menu opens displaying various Auto-text options. 3. Click an Auto-text format. The selected Auto-text is displayed in a placeholder on the Grid/Graph. You can also modify the Auto-text. To define custom formatting for the specific auto text fields: 1. Right-click the auto text, and then select Report Details Properties. The Report Details Properties window opens. 2. In the Report Details Properties window, select the check boxes for the information you want to display in the auto text. 3. Click OK. The selected information is displayed in the auto-text placeholder. Copyright 2016 LexisNexis. All rights reserved. 14

19 Concatenating Auto Text and Text You can concatenate auto text fields with other text boxes, For example, you can type the following string: Page {&PAGE} of {&NPAGES} If you are viewing page 2 of a 10 page document, the example above displays as: Page 2 of 10 Notice that {&PAGE} is auto text for the current page, and {&NPAGES} is auto text for the total number of pages in the document. Moving Objects You can modify the look of your document by specifying the positions of the objects in the Design Mode of the document. Use one of the following methods to move objects within the Layout area. Drag and drop - Select the objects and drag and drop them to the location you want. Keyboard arrows - Select the objects and press the right, left, up, or down arrows on the keyboard. As long as you hold the arrow key down, it moves the objects. If you hold down the CTRL key while using the keyboard arrows, snap to grid is temporarily disabled. You will learn more about snap to grid later in this lesson. Align or distribute - Select multiple objects, right-click, point to Align, and select an option. Properties and Formatting window - Right-click the object and select Properties and Formatting. In the Properties and Formatting window, under Properties, select Layout. Under Position, enter values for the Left and Top options. You can even move objects across sections. If you select and move multiple objects, they move as a block. Snap to Grid Snap to grid means that objects are aligned to grid points. If this feature is enabled, the corner handles of an object move from one grid point to another grid point when you move or resize the object. When you create an object, the top left corner of the object is aligned to a grid point. If you drag an object while creating it, all corners of the object are aligned to the Grid. If snap to grid is disabled, you can add, move, or resize objects anywhere on the Layout area. To toggle snap to grid on and off, on the Tools menu, select Snap To Grid. To temporarily disable snap to grid, press the CTRL key while moving or sizing objects. To align a particular object to the grid, right-click the object, point to Align, and select To Grid. Copyright 2016 LexisNexis. All rights reserved. 15

20 Alignment and Distribution You can align several objects at a time by selecting them and performing one of the following actions: Right-click the objects, select Align, and then choose an option. Or On the Align and Order toolbar, select the desired alignment option. You align objects in the following ways: Left horizontally aligns all selected objects with the leftmost object. Center horizontally centers all selected objects. Right horizontally aligns all selected objects with the rightmost object. Top vertically aligns all selected objects with the highest object. Middle vertically centers all selected objects. Bottom vertically aligns all selected objects with the lowest object. To evenly distribute objects those are not well-spaced: 1. Select at least three objects. 2. Right-click the selected placeholders, point to Align, and then select one of the following: Distribute Horizontally Distribute Vertically The objects are evenly spaced relative to each other. You must select at least three objects before you can use the distribution option. Before Left Alignment: Copyright 2016 LexisNexis. All rights reserved. 16

21 After Left Alignment: Sizing Objects You can size text boxes, images, rectangles, and other objects, using any of the following methods: Drag sizing handles - Select the object and drag any of its red sizing handles to its new size. Press SHIFT+keyboard arrows - Hold down the SHIFT key while pressing the Up, Down, Left, or Right arrow keys on the keyboard. Use Menu options - To resize several objects so that they are of the same size, from the rightclick menu, point to Size, and select an option from the following list: o To Grid resizes and moves the object so that all corners touch a grid point. o To Tallest changes the height of the selected objects to that of the tallest one. o To Shortest changes the height of the selected objects to that of the shortest one. o To Widest changes the width of the selected objects to that of the widest one. o To Narrowest changes the width of the selected objects to that of narrowest one. Properties and Formatting window - In the Layout options, under Size, specify the Width and Height settings for the selected objects. Ordering Objects You may have objects in a document that overlap. You can change the order of an object and display it in front of or behind another object. To change the order of overlapping objects: 1. Select the object whose order you want to change. 2. Right-click the object, and point to Order, and then select one of the following options: Bring to Front Send to Back Bring Forward Send Backward Copyright 2016 LexisNexis. All rights reserved. 17

22 Subsections A subsection is a new section that you add inside of an existing section. This feature enables you to place text or other objects under a report (or other item) that tend to grow dynamically depending on its content. To learn more see the MSTR training at Conditional Formatting With thresholds in CounselLink reports you define specific formatting for metrics that satisfy userdefined, data-driven conditions. With Report Services, you can apply conditional formatting to many types of document objects. If an object meets your specific conditions, it displays the custom format. To define conditional formatting on a text box using the Advanced Conditional Formatting Editor: 1. Open a document in Design or Editable Mode. 2. Right-click the desired text box, and then select Conditional Formatting. A sub-menu opens. 3. Click Advanced. The Conditional Formatting window opens. You can also use the Visual Thresholds Editor to define conditional formats, but the Advanced Thresholds Editor provides more formatting options. The Conditional Formatting window opens, as shown below: 4. Select an operator from the list. 5. Specify the value for the operator, and then click Apply. 6. In the Conditional Formatting toolbar, click Cell Formatting. The Format window opens. You can specify the following: Copyright 2016 LexisNexis. All rights reserved. 18

23 Format name Replacement text Quick symbol Hide object Font formatting Number formatting Alignment, text direction, and cell padding Color and line formatting 7. You can make changes to the cell formatting, and then click OK. The Format window closes. 8. Click OK to close the Conditional Formatting window. The conditional Formatting is applied to the text box. Conditional formats that you define on individual grid/graphs are called thresholds. If you select the Allow user to toggle conditional formatting on and off option in the Conditional Formatting window, users can use the appropriate toolbar button to view or hide conditional formatting. To toggle conditional formatting in a document: 1. Open the document that contains a conditional format in Design Mode or Editable Mode. 2. In the Data toolbar, click Toggle Conditional Formatting. The conditional formatting of the document is changed. Maximize/Minimize (Portal Window) You can display or hide the title bar on a grid or graph within a document. The title bar gives the grid/graph extra context and also makes it possible to maximize or minimize the grid/graph when you view the document in Editable or Interactive Mode. This maximize/minimize feature is also called the portal window feature, because using it for your grid and graph objects gives your dashboards the look and feel of a portal. The maximize/minimize buttons do not display when you export a document to Microsoft Excel or PDF. In the example shown below, the Financial Analysis dashboard contains several graphs, all of which have the portal window options enabled. By selecting the minimize or maximize buttons on the upper right-hand corner of each graph, you can hide or show the individual graphs on the page: Copyright 2016 LexisNexis. All rights reserved. 19

24 Graphs with Maximize/Minimize Feature By maximizing and minimizing the individual grids and graphs on the dashboard, users can further customize its appearance to their personal preference. This feature is particularly useful when you need to include a longer grid on a dashboard and you do not want the grid to consume valuable space in the document. To enable the title bar on a Grid/Graph: 1. Open the document in Design or Editable Mode. 2. Right-click the grid/graph which you want to minimize or maximize, and then select Properties and Formatting. The Properties and Formatting window opens. 3. In the left pane click General. The General page opens. 4. In the Portal section, select the Show Title Bar check box. 5. In the Title box, type a name for the title bar. Note: By default, the title of the dataset report that the grid/graph uses as a data source displays in the title bar. 6. In the Display State list select one of the following options: Normal: The initial size of the window. Minimized: Only the title bar displays. A user can move the grid or graph, but cannot resize it. Maximized: The size of the grid or graph expands to the current size of the section in which it is located. Note: By default, the initial size of the window is normal. Links A link is a connection in a document to another document, a report, or a Web page. A link enables you to navigate from a source document to a target document or report and to pass parameters to answer any prompts in the target document or report. You can link from a text box, or an object on a grid/graph within a document. Linking a Document to a Web Page You can create a link in a document to point to a Web site. You associate the link with a text box or an image. The link s text box can also contain a tooltip describing the destination for the hyperlink. You define the tooltip within the link s text box's properties, independent of the hyperlink. To link a document to a Web page using the Links Editor: 1. Open a document in Design or Editable Mode. 2. Insert a text box (or an image) in the document. Copyright 2016 LexisNexis. All rights reserved. 20

25 3. In the text box, type text, such as the document's title or Click here to go to X Web site". 4. Click the Format menu, and then select Hyperlink. The Links Editor opens. 5. In the URL display text box, type the name that you want to be displayed when the user rightclicks the text box and points to Links. Note: Users can right-click the text box and point to Links in Interactive or Editable Mode. Naming the hyperlink is recommended, particularly if you define multiple links on one text box. 6. Select the Navigate to this URL option. 7. Type the URL for the target Web site in the corresponding text box. Note: If you want the hyperlink to open a new browser window, in the Links Editor, select the Open in new window check box. If you do not select the Open in new window check box, the hyperlink opens the target Web site within the same browser window as the current document replacing the current document. 8. Click OK. Copyright 2016 LexisNexis. All rights reserved. 21

26 The document is linked to the web page. Note: You can also link a document to a web page, right-click the text box, and then select Edit links. Linking to a Specific Report or Document Just as you can link a document to a Web site, you can link a document to another report or document. The target report or document can contain similar information as the source, or it can be completely unrelated. To link a document to another report or document: 1. Open the source document in Design or Editable Mode. 2. Insert a text box to serve as the link. 3. Right-click the text box, and then select Edit Links. The Links Editor page opens. 4. In the URL display text box, type a name for the link. 5. In the When this link is clicked selection, select Run this report or document option, and then locate the target report or document. 6. Select the Open in new window check box if you want the target report or document to display in a new browser window. 7. Click OK. The document is linked the selected document or report. Linking from a Dynamic Text Box to Simulate Drilling You can use a link to simulate drilling, where you start at one level of analysis (the source document) and drill to another level of analysis (the target report or document). For example, a source document can have a link which executes another document. To simulate drilling between a source document and a target report or document, the target must be prompted. When you click a specific attribute element from the source document, you pass the attribute element as the prompt answer to the prompted target report or document. Therefore, the target report or document must contain an element prompt for the same attribute for which you are passing the element answer from the source document. To link from a text box to simulate drilling: 1. Open the source document in Design or Editable Mode. 2. Right-click the dynamic text box, from which you want to "drill", and then select Edit Links. The Links Editor window opens. 3. In the URL display text box, type a name for the link. 4. In the When this link is clicked section, select the Run this report or document option, and then locate the target report or document. Copyright 2016 LexisNexis. All rights reserved. 22

27 Note: The target report or document must have a prompt for the same attribute for which you are passing an element answer. The target's prompt is displayed in the box. 5. In the list select a prompt message. Note: You change the default prompt message from the list. 6. Select the Open in new window check box if you want the target report or document to display in a new browser window. 7. Click OK. The document is linked the selected document or report. Linking from an Object in a Grid/Graph Similar to the dynamic text box example, you can define links on a specific object (attribute, metric, object prompt and so forth) within a grid/graph on a document. When you select a particular attribute element, the selection gets passed as a prompt answer to the target document or report that contains a prompt for the same attribute. To define a link on an attribute in a grid/graph: 1. Open the document in Design or Editable Mode. 2. Select the grid/graph. 3. Right-click the attribute (or other object) from which you want to link to another report or document, and then select Edit Links. The Links Editor window opens. A link to attribute or object is done the same way as for a text box. For more information see To link a document to another report or document. Remember that you can always enable traditional drilling on a document grid/graph. Linking from a Prompted Document to a Prompted Target You can define a link to pass a source document's prompt answers to a prompted target report or document. To accomplish this, you choose the Answer with the same prompt from the source option in the Links Editor. Also, the source and the target must use the same prompt object. Linking from a Document to Multiple Targets With so many linking possibilities, you can even define links from one object (a text box or a grid/graph) to multiple targets. To define multiple links: 1. In the Links Editor window, click New, and then define the link. Copyright 2016 LexisNexis. All rights reserved. 23

28 To set a default link: 1. In the Links Editor window, in the Select the link you wish to edit box, select the link that you want to set as default. 2. Click Set as Default icon. The selected link is set as a default link. The default link is the link that takes effect when users click directly on the linked object. The default link works in all modes, except Design Mode. You can also clear the default link for an object. If no links are defined as the default link for a particular object, the object is not underlined when viewed in the document, but the links still function. To do this, in the Link Editor, select the default link and click Clear Default. Links Summary In summary, the following are some key characteristics of links: You can create a link on a text box or image (the source). You can create a link from an attribute, metric, hierarchy, or object prompt on a grid/graph (the source). The grid/graph must be displayed as a grid. Links can execute a report, a Web page, or another document (the target). You can use a link to execute a Web page from a text box or image only. Links can open the target in either a new window or the same window (replacing the source). You can use links to answer prompts in the target in a variety of ways, including using existing prompt answers from the source, using the objects selected in the source, running the prompts, and others. Hyperlinks in a Document Hyperlinks are links you define within the object's Hyperlink property, not using the Links Editor. With hyperlinks, CounselLink users are able to click the link and navigate to a target Website. To link a document to a Web page using object properties: 1. Open a document in Design or Editable Mode. 2. Insert a text box (or an image) in the document. 3. Right-click the text box, and then select Properties and Formatting. The Properties and Formatting window opens. 4. In the left pane click General. The General page opens. 5. In the Navigation section, select the Is hyperlink check box. 6. In the Hyperlink box, type the URL for the target Website. Copyright 2016 LexisNexis. All rights reserved. 24

29 7. Clear or select the Open in new window check box, depending on whether you want the target Website to open in a new window or replace the document in the current window. Copyright 2016 LexisNexis. All rights reserved. 25