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How to Use the Page Feature in Excel and PowerPoint Report Templates

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How to Use the Page Feature in Excel and PowerPoint Report Templates

While the Level feature causes cycling of a field on the same page, the Page feature causes a separate worksheet to be created in Excel and a separate slide to be created in PowerPoint for each field value. The Page feature is not available in Word, though it can be emulated with page breaks, or HTML templates. Another difference is that levels can be nested but you cannot have more than one Page per worksheet or slide. You can have more than one Page field in a workbook or presentation, but on separate worksheets or slides respectively. If the same field is to be applied as a Page to more than one worksheet in a workbook, the same field must be added as a Page and there will be an index in the additional node/tag name. Use of the Page feature, both in Excel and PowerPoint, will be illustrated in this tutorial. We will start from already-prepared simple Excel and PowerPoint report templates that can be found in the NPrintingTraining.nsq which is part of the NPrinting Training environment.

The following reports will be used:

  • 010 - Excel Report - Simple Image and Tables
  • Simple PowerPoint Report

See How to Create Excel Reports or How to Create PowerPoint Reports if you need to start building from the ground up.

   
   
       
         

First Look at Paged Worksheet

                   
            First-Look-at-Paged-Worksheet.png                   
         

Open the Template editor.

Note the Page, Country_Page, and Country nodes. Only the Country node token can or need be dragged and dropped into the template. The <Country> tag you see is the result of dragging the Country node token, dropping it into the template, and formatting it.

       
       
       
         

View Excel Report Generated from Template

                   
            View-Excel-Report-Generated-from-Template.png                   
         

Click on the upper part of the Preview icon in the Actions group of the tool bar. Note that there is a worksheet tab for each country.

       
       
       
         

Copy Report Elements onto Sheet1

                   
            Copy-Report-Elements-onto-Sheet1.png                   
         

Copy the report elements on the <Country_Page> worksheet and paste them into the Sheet1 worksheet. The QlikView objects added as image and table can be embedded in more than one worksheet without being added multiple times. However, if for some reason they need to be embedded more than once in the same worksheet, they must be added again for each embedding and will have indices in their names.

       
       
       
         

Add Page to Sheet1

                   
            Add-Page-to-Sheet1.png                   
         
  1. Right click on the Page node
  2. Click on Add page to current sheet
  3. Select the Year field from the list presented in the Select Page dialog window
  4. Conclude by clicking on OK
       
       
       
         

Embed Year Field Tag in Template as Page Heading

                   
            Embed-Year-Field-Tag-in-Template-as-Page-Heading.png                   
         
  1. Drag the Year node token into the template and drop it on an empty cell
  2. Format the <Year> tag and its cell
       
       
       
         

Call up Preview

                   
            Call-up-Preview.png                   
         

Click on the upper part of the Preview icon

       
       
       
         

Resulting Excel Report

                   
            Resulting-Excel-Report.png                   
         

Note that there are worksheets for both Countries and Years. To continue, close Excel without saving, but it is a good idea to save and close the template by clicking on the Save As icon in the Actions group or, if the template has already been saved once, the Save and Close icon will be active and can be used as well. Use Save and Close twice: once to save and close the template and once to save and close the report.

       
       
       
         

Open Simple PowerPoint Report

                   
            Open-Simple-PowerPoint-Report.png                   
         
  1. Select Reports if necessary
  2. Select PowerPoint reports
  3. Double click on Simple PowerPoint Report
       
       
       
         

Open PowerPoint Report Template

                   
            Open-PowerPoint-Report-Template.png                   
         

Click on Edit in the Template group

       
       
       
         

Start with Simple PowerPoint Report Template

                   
            Start-with-Simple-PowerPoint-Report-Template.png                   
         

A PowerPoint report template with two QlikView objects as images

       
       
       
         

Preview Simple PowerPoint Report

                   
            Preview-Simple-PowerPoint-Report.png                   
         

This is what the above template generates

       
       
       
         

Add Page Filed to Template

                   
            Add-Page-Filed-to-Template.png                   
         

This report has only one slide so only that slide can be the active slide. If your report has more than one slide, then you must select the slide to be active and be cycled over the Page field before adding the page.

  1. Right click on the Page node
  2. Click on the Add page to current sheet
  3. Select the Salesman field from the list presented in the Select Page dialog window
  4. Conclude by clicking on OK
       
       
       
         

Embed Salesman Field Tag in Template as Page Heading

                   
            Embed-Salesman-Field-Tag-in-Template-as-Page-Headi.png                   
         

Drag the Salesman node token into the template and position it appropriately then format to your heart's content.

       
       
       
         

Call up Preview

                   
            Call-up-Preview.png                   
         

Click on the upper part of the Preview icon

       
       
       
         

Resulting PowerPoint Report

                   
            Resulting-PowerPoint-Report.png                   
         

Note that there is a labeled slide for each Salesman. Close PowerPoint without saving.

       
       
       
         

Save and Close Template

                   
            Save-and-Close-Template.png                   
         

Click on the Save and Close icon to save your work in the template.

       
       
       
         

Save and Close Report

                   
            Save-and-Close-Report.png                   
         

Click on the Save and Close icon to save your report.

       
       
       
         

Save Current State of NSQ File

                   
            Save-Current-State-of-NSQ-File.png                   
         

Click on the 3.5" floppy disk icon to save the current state of the NPrinting file.

       
       
   
 
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Creator III
Creator III

How to split  a table based on number of rows so that i can fit the table in multiple slides.

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Last update:
‎2015-11-10 07:05 AM
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