How to Add Tables of Contents to PixelPerfect Reports

    Description: Learn how to create a well formatted PixelPerfect Chart and add a Table of Contents to an existing PixelPerfect report. Before starting this tutorial please:

    Clone Report

    Clone-Report.png

    1. Select Reports in the lower left pane
    2. Select PixelPerfect Reports in the upper pane
    3. Select PixelPerfect Report with Totals and SubTotals on Nested Levels from the report list
    4. Click on the Clone icon in the Actions group of the tool bar

    Open Report in Editor

    Open-Report-in-Editor.png
    Scroll down to the bottom of the list and double click on PixelPerfect Report with Totals and SubTotals on Nested Levels Copy.

     

    Rename and Open Pre-existing Template in Template Editor

    Rename-and-Open-Prexisting-Template-in-Template-Ed.png
    1. Rename the report to PixelPerfect Report with Table of Contents
    2. Click on the Edit icon in the Template group of the tool bar

    Open "Save As" Window

    Open--Save-As--Window.png

    Click on the Save As icon in the Report group.

    Save Renamed Template

    Save-Renamed-Template.png
    1. Make sure that the Save as window is opened in the C:\NPrintingTraining\Templates\ folder. If not, browse to it.
    2. Change the template File name from PixelPerfect Report with Totals and SubTotals on Nested Levels.npx toPixelPerfect Report with Table of Content template.npx
    3. Click on the Save button

    Select [Year] Heading

    Select--Year--Heading.png

    The first task is to set the headings as bookmarks. Year will be primary and Category Name secondary.Select the Year heading in the Detail1 range

    Make [Year] Heading Primary Bookmark

    Make--Year--Heading-Primary-Bookmark.png
    1. Find the Data group in the Property Grid in the left lower pane
    2. Expand the (Data Bindings) and Bookmark nodes by clicking on the small angle bracket '>' to the left of each
    3. Select the Binding node
    4. Open the Binding drop-down menu by clicking on the down pointing triangle at the extreme right of the Bindingfield
    5. Expand the Levels and Year_Level nodes by clicking on the small angle bracket '>' to the left of each
    6. Select the Year node by double clicking on it
    This procedure creates a top level bookmark.

    Select [CategoryName_Level.CategoryName]

    Select--CategoryName_LevelCategoryName-.png

    Select [CategoryName_Level.CategoryName] in Detail2.

    Create Secondary Bookmark

    Create-Secondary-Bookmark.png

    Repeat the above procedure adding the expansion of the CategoryName_Level node and selecting theCategoryName node instead.

    Begin Defining Bookmark Hierarchy

    Begin-Defining-Bookmark-Hierarchy.png
    1. Scroll down the Property Grid until you reach the Navigation group
    2. Select Parent Bookmark
    3. Open the Parent Bookmark pop-up menu by clicking on the down pointing triangle at the extreme right of theParent Bookmark field

    Define Level as Child of Detail1

    Define-Level-as-Child-of-Detail1.png
    1. Expand the DetailReport and Detail1 nodes
    2. Select the Label1 node by double clicking on it.
    This procedure defines this level as a child of the Detail1 and so the Table of Contents will be indented at this level.

    Create ReportHeader Bar

    Create-ReportHeader-Bar.png

    The Table of Contents must be in the ReportHeader
    1. Right click on the Detail bar
    2. Select Insert Band
    3. Click on ReportHeader
    This creates the ReportHeader bar and range

    Embed Table of Contents in ReportHeader

    Embed-Table-of-Contents-in-ReportHeader.png


    Drag the Table of Contents icon into the template and drop it into the ReportHeader range.

    Configure Table of Contents Behavior

    Configure-Table-of-Contents-Behavior.png


    Widen the Property Grid on the left side of the NPrinting window.

    1. Go to the Behavior group
    2. Expand the Level Default node
    3. Click on the browse button at the extreme right of the Font field

     

    Set Table of Contents Font Characteristics

    Set-Table-of-Contents-Font-Characteristics.png

     

    Set the Font to Arial, Regular, and 11pt, then click on the OK button.

     

    Configure Level Heading

    Configure-Level-Heading.png

     

    Set the Font to Arial, Bold, and 12pt, then click on the OK button.

     

    Enter Level Heading Text

    Enter-Level-Heading-Text.png

     

    Enter Table of Contents for the heading text.

     

    Save Template and Close Template Editor

    Save-Template-and-Close-Template-Editor.png

     

    Click on the Save and Close icon in the Report group of the tool bar.

     

    Run Preview

    Run-Preview.png

     

    Get a PDF report with a Table of Contents at the beginning by clicking on the Preview icon in the Actions group.

     

    Inspect Final PDF Report

    Inspect-Final-PDF-Report.png

     

    The rows are PDF bookmarks so clicking on one of them moves the document to the respective page.