Templates

1 Cross Platform Functionality
2 Introduction
- 2.1 What benefit can you claim by using templates?
3 Standard Templates
4 Save a Template
5 Publish templates
- 5.1 Step 1: Load Template
- 5.2 Step 2: Map Data
- 5.3 Step 3: Map variables
- 5.4 Step 4: Map common tables
- 5.5 Validation
- 5.6 The automapping feature
- 5.7 Apply the template
6 Upload a template
7 Download a template
8 Edit a template
9 Delete a template

Cross Platform Functionality

Important!

Currently, templates only work in the BI system they were created in. For example, you cannot use a template from Qlik Sense in PowerBI or Excel. This functionality will be added in the future.

Introduction

Templates provide an easy and powerful way to build charts with a high complexity up to whole dashboards just by passing through a step-wise data mapping, which enables the usage of the underlying data- and layout definitions of your target cell.

Figure 1. Save templates

Figure 2. Use templates as cell content

Figure 3. Map to local data model

Figure 4. Save time

What benefit can you claim by using templates?

With templates it is possible to design complex apps with TRUECHART from scratch in a small piece of time. Templates also can be a way to improve or extend existing TRUECHART objects.

There are a lot of use cases for templates. Here are some of them:

shorthand use the standard (IBCS) templates
insert charts from one TRUECHART object to another
insert grids with nested charts from one TRUECHART object to another
merge two TRUECHART objects into a new one
share your charts and participate with your whole team

Standard Templates

TRUECHART provides a set of built in templates inspired by common IBCS diagrams. You can find the following ones in the list of templates:

Sense
- Simple
  - Simple base layout with icon button header line
  - Base layout with grid, title and comments
  - Tree chart
- Variances
  - Structure chart with deltas
  - Time chart with deltas
- Advanced
  - Stock development
  - Butterfly chart
  - HR diversity dashboard
  - Profit and loss (P&L) → Look also into our P&L how-to documentation
  - Sales dashboard
  - Sales dashboard with variances
  - Stacked bar chart month plus year
  - Stacked bar chart with table
Power Bi
- Layout
  - Simple base layout with icon button header line
  - Base layout with grid, title and comments
  - Tree chart
- Variances
  - Structure chart with deltas
  - Time chart with deltas
- Advanced
  - Stock development
  - Butterfly chart

Save a Template

To save a template to the database or download it as file, you need to go through the following steps:

Right-click on a TRUECHART object and the 'context menu' will be opened in front.

To create a template, click the '"Save"' template button. In the cell settings editor you can find it at the global action bar on the right side.

Another way is to open the layout editor and hit the button, which is part of the grid controls at the right side.

Now a modal dialog will appear where you can define the meta information of your template.

To enable the save button you must enter a valid '"title"' (1). Optional insert a '"description"' (2), some '"tags"' (3) or upload a '"thumbnail"' (4) which will be displayed as the preview picture in the list of templates.
By clicking the '"pencil"' button (5) you can add '"tags"' (6) and '"additional information"' (7) to each dimension, measure, variable or common table of the resulting template.

Rich meta information will help the automapping feature to find suitable objects in the step of the data mapping.

To set the initial publishing state of your template use the toggle on the right top corner of the modal.

The action bar at the bottom of the modal allows you to '"Save"' (1) your template to the database. Another option is to '"Download as file"' (2), without storing it to the database. '"Cancel"' (3) will help you to abort, but all information will be lost.