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gaylea
Contributor
Contributor

Changing an existing template for previously created reports

Hi,

I have created multiple reports in nprinting that run using a  branded powerpoint template. This template now needs to be changed. Is there a quick way to change the reports to pull through the new powerpoint template or will I have to create them all again?

 

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2 Solutions

Accepted Solutions
Digvijay_Singh

When our organization releases new ppt template, we copy master slide theme to our existing nprinting reports, that helps I think 90-95% but if the slide size etc is changed, such changes need to be applied manually. I would also like to know if there could be a better way to update existing reports. 

Digvijay_Singh_0-1642708938208.png

We update our nprinting powerpoint template so that new reports can use the new brand template but for old existing reports we just copy theme from that and apply to all slides. Few formatting changes are needed sometimes in few slides.

Thanks,

 

View solution in original post

Frank_S
Support
Support

Ok I have the steps:

 

How to update a report template background and other brand information:

  • In the NPrinting web console, export the NPrinting Report using the Export Button
  • Open the exported zip file
  • Open the 'templates' folder
  • Copy the report template to your desktop (or other location on your computer)
  • Open the template in Word, Excel or Powerpoint as needed
  • Update the background or other brand information as needed (do not disturb any NPrinting Tags or other report information)
  • Save the modified template file (do NOT change the file name)
  • Replace the modified template file back into the 'templates' folder in the zip file and exit the zip
  • In the NP web console, click 'Replace' button on the report page and upload the zip file containing the updated template

I suggest you test these steps for your self by creating a test report and performing the steps above before attempting to do so with a production report.

I've tested these steps and it worked in my test environment.

 

Let me know if this helped...cheers!

We are just 'like' you and like to be liked when providing a helpful answer. You may also press the 'Solution Accepted' button if an answer provided resolves your question or issue... Cheers!

View solution in original post

7 Replies
Frank_S
Support
Support

Hi @gaylea

Do you mean that the branding on the template needs to be changed?

Please confirm if this understanding is correct.

 

Kind regards...

We are just 'like' you and like to be liked when providing a helpful answer. You may also press the 'Solution Accepted' button if an answer provided resolves your question or issue... Cheers!
Digvijay_Singh

When our organization releases new ppt template, we copy master slide theme to our existing nprinting reports, that helps I think 90-95% but if the slide size etc is changed, such changes need to be applied manually. I would also like to know if there could be a better way to update existing reports. 

Digvijay_Singh_0-1642708938208.png

We update our nprinting powerpoint template so that new reports can use the new brand template but for old existing reports we just copy theme from that and apply to all slides. Few formatting changes are needed sometimes in few slides.

Thanks,

 

Frank_S
Support
Support

Ok I have an idea but I need to test it first before I share it.

Cheers...

 

cc @gaylea @Digvijay_Singh

We are just 'like' you and like to be liked when providing a helpful answer. You may also press the 'Solution Accepted' button if an answer provided resolves your question or issue... Cheers!
Frank_S
Support
Support

Ok I have the steps:

 

How to update a report template background and other brand information:

  • In the NPrinting web console, export the NPrinting Report using the Export Button
  • Open the exported zip file
  • Open the 'templates' folder
  • Copy the report template to your desktop (or other location on your computer)
  • Open the template in Word, Excel or Powerpoint as needed
  • Update the background or other brand information as needed (do not disturb any NPrinting Tags or other report information)
  • Save the modified template file (do NOT change the file name)
  • Replace the modified template file back into the 'templates' folder in the zip file and exit the zip
  • In the NP web console, click 'Replace' button on the report page and upload the zip file containing the updated template

I suggest you test these steps for your self by creating a test report and performing the steps above before attempting to do so with a production report.

I've tested these steps and it worked in my test environment.

 

Let me know if this helped...cheers!

We are just 'like' you and like to be liked when providing a helpful answer. You may also press the 'Solution Accepted' button if an answer provided resolves your question or issue... Cheers!
Digvijay_Singh

@Frank_S  Thanks for the detailed steps.

Any reason for not making updates directly in the nprinting designer? so far I did changes like applying new theme etc directly over there.

 

Thanks,

Frank_S
Support
Support

The steps are meant for any changes that you cannot access or make directly in the NP designer.
I haven't received any examples of what could not be changed directly in the designer so I proposed the steps shared.

 

Kind regards...

We are just 'like' you and like to be liked when providing a helpful answer. You may also press the 'Solution Accepted' button if an answer provided resolves your question or issue... Cheers!
Ruggero_Piccoli
Support
Support

Hi,

Both QlikView NPrinting 16.9, labeled in the original post, and Qlik NPrinting 17+ series have not a specific built in feature to apply mass changes to multiple templates at a time. I suppose the fasted way is the one suggested by @Digvijay_Singh but you need, in any case, to open each single report template in Qlik NPrinting Designer, apply the PowerPoint template and manually check that everything work correctly after the update.

If you are still using QlikView NPrinting 16.9 I strongly suggest you to plan the migration to latest version available of the 17+ series (May 2021 SR3 right now). Refer to https://help.qlik.com/en-US/nprinting/May2021/Content/NPrinting/Migrate/Migrating.htm to plan the migration because it also could require manual work.

Best Regards,

Ruggero



Best Regards,
Ruggero
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