Working with the Book Designer Action Menu

Use Action menu to do the following:

• You can access Page Setup to define page numbers, margins, and header and footer.

• You can Validate the Book’s content.

• You can Manage Data Source for a book.

Book Page Setup

To open Book Page Setup:

1. In the Book Designer, click Action - and then select Page Setup.
   
   

2. Review the settings and make any necessary changes. When finished, click OK.

Before and After Stamping Header Information

Stamping may result in an overlay of text or page numbers. If the page sizes vary between the contents within the Book, the location of the header and footer content is laid out using offsets to the sides of the page, and the location is dynamically determined based on the content within the PDF, with some minimum offset to the edge.

Specifying General Header and Footer Properties

To specify general properties for headers, footers, and margins:

1. In the Book Designer, click Action - and then select Page Setup.

2. By default, headers and footers are applied to all pages. Select the Different odd and even pages check box to apply separate headers and footers to display Even Pages and Odd Pages tabs.

   Note:

   When you select this check box, the All Pages tab is replaced by Even Pages and Odd Pages tabs.

3. If you are adding page numbers to your header or footer, in Starting Page Number, enter the number that you want to start numbering your pages on.

4. In Start Stamping at Document, click Select a Document to select the document that you want to begin adding headers and footers to. For example, you can start stamping headers and footers after your table of contents.

5. In Exclude from Stamping, click Select Documents to select all of the documents that you do not want to add headers and footers to. For example, you can exclude your cover page from the headers and footers stamp.

   Note:

   When you first create a book, there are no documents to select. After you add documents, edit the book properties to return to this dialog box and select the documents that you want to exclude from stamping.

   
   
   

Specifying Margin Sizes

To specify page margin sizes:

1. Click Margins.

2. Specify the Top, Bottom, Left, and Right margin sizes. By default, margin sizes are entered in inches. You can change this to centimeters in Define Options.

   Note:

   The Margin fields determine the margin sizes of the header and footer only. They do not change the margin sizes of the source PDF documents.

Entering Header and Footer Information

Use the All Pages tab or the Even Pages and Odd Pages tabs to enter the text and images that you want to display in your header and footer. You can enter text or images on the left, center, or right of your header and footer.

To enter text and images in your header and footer:

1. Click Edit - next to the header or footer box that you want to add text to.

2. Perform an action:

   • To add text, click Add Text and enter the text to display in the Edit Content dialog box. The rich text editor enables you to bold, underline, italicize, and change the font and color of your text. You can also click the Number button to insert a text function that returns the current page number.

   • To add text, click Add Text and enter the text to display in the Edit Content dialog box. You can also click to insert a text function &[Page] of &[Pages] that returns current page number and the total number of pages.

   • To add an image, click Add Image and click Browse to select an image to upload. You must upload an image from your local computer. You cannot browse to cloud Narrative Reporting Library location.

3. To add an additional line of text or an image below the first line or image, click Add Text or Add Image from the Edit Content dialog box and enter your additional line of text or an image.

4. When you are finished entering text and images, click OK to save your changes.

5. To delete text or an image after you have clicked OK to save, click Delete - next to the line that you want to delete.

   Note:

   After you save a line of text, you are unable to edit it. Click Delete - and enter a new line of text.

Validating the Book Design

The Validate action validates that the reports and Books inserted in the Book exist in the Library, and that all POV selections in the Book are valid.

To perform a validation on the Book design:

1. In the Book Designer, click Action - and then select Validate.
   
   

2. Click OK, if validation is successful.

   If any validation errors occur, then the system will display all validation errors in a red line dialog box at the top of the Book Designer.

   
   
   

   Note:

   You must resolve all validation errors and ensure that the book is valid before executing it.

Managing Data Sources

Manage Data Source enables you to add data sources to the Book, manage the Alias tables used in the Book, change a data source used in the book to another one, or set the priority of data sources used to display in the POV for common dimensions. For more information, see the following links:

• Adding a Data Source

• Reordering the Data Source

• Changing the Data Source

• Managing Alias tables in the Book