Reviewing the Sample Books
Note: This section applies to Narrative Reporting Deployments only.
Book samples are provided for you to practice working with reports, sections, page setup, and to examine various TOC definitions for the reports and sections. This section describes the samples as well as the Book output process.
After the service administrator deploys the Sample Content, you can review the sample books. For more information, see Installing Samples.
Use the samples as a guideline to create your own Book and report structure.
Overview of Cover Page and Table of Contents
When you add a document to a book, it references a link to the library. The actual document will not be copied to the book. The Word document has a static cover page for the fictitious example Vision Corporation. The TOC is inserted in the Word Template as a TOC definition. The inserted TOC definition initially displays blank in the document, but is populated when book output is executed or when the book is previewed.
About Page Setup Options
All of the Book samples contain common page setup definitions, such as Header and Footer.
The header and footer stamps are defined to start on the first page of the report and will appear on each report in the Book.
You can use the Page Setup options to change the header and footer definition.
Sample Books 1.1, 1.2 and 1.3
Sample Books 1.1, 1.2 and 1.3 contain the same reports with the same POV settings, however each report is displayed differently by using a Section or different TOC header definitions for each report in the book.
About Sample Book 1.1
This book contains a Section: Segment Reports, and includes following reports: Sample Report 1, Sample Report 3, and Sample Report 4.
-
Sample Report 1:
POV: Segments: Seg01 and Seg02 are selected.
TOC Header:
ArtifactName(): MemberAlias("Segments")Displays report name, followed by the member alias for the Segment POV.
-
Sample Report 3:
POV: Segments: Children of Seg01 and Children of Seg02 are selected.
TOC Header:
ArtifactName(): MemberAlias("Segments") -
Sample Report 4:
POV: Entities: E01 and E02, and the Segment: AllSegments are selected. The Fiscal Calendar dimension has Current POV selected, which means it is defined by the Book POV.
TOC Header:
ArtifactName(): MemberAlias("Entities"), MemberAlias("Segments")
About Sample Book 1.2
This Book contains the following reports: Sample Report 1, Sample Report 3 and Sample Report 4. This Book is similar to Sample Book 1.1, but does not contain the Section.
-
Sample Report 1:
POV: Segments: Seg01 and Seg02 are selected.
TOC Header:
ArtifactName(): MemberAlias("Segments")Displays report name, followed by the member alias for the Segment POV.
-
Sample Report 3:
POV: Segments: Children of Seg01 and Children of Seg02 are selected.
TOC Header:
ArtifactName(): MemberAlias("Segments") -
Sample Report 4:
POV: Entities: E01 and E02, and the Segment: AllSegments is selected. The Fiscal Calendar dimension has Current POV selected, which means it is defined by the Book POV.
TOC Header:
ArtifactName(): MemberAlias("Entities"), MemberAlias("Segments")
About Sample Book 1.3
This Book contains the following reports: Sample Report 1, Sample Report 3, and Sample Report 4. This Book is similar to Sample Book 1.2, but also contains multiple TOC header definition levels for displaying the report name, followed by the POV selections.
-
Sample Report 1:
POV: Segments: Seg01 and Seg02 are selected.
TOC Header:
ArtifactName():MemberAlias("Segments")Displays report name, followed by the member alias for the Segment POV.
-
Sample Report 3:
POV: Segments: Children of Seg01 and Children of Seg02 are selected.
TOC Header:
ArtifactName():MemberAlias("Segments") -
Sample Report 4:
POV: Entities: E01 and E02, and the Segment: AllSegments is selected. The Fiscal Calendar dimension has Current POV selected, which means it is defined by the Book POV.
TOC Header:
ArtifactName():MemberAlias("Entities"),MemberAlias("Segments")
About Sample Book 2.1
This Book contains a Section called Segments with Sample Report 1, and Sample Report 4.
The Section contains the Segments POV definition of Seg01 and Seg02, while the two reports, Segment POV selection is Current POV. This means that the Section POV defined in the POV for both reports, essentially cascading on each Segment member and running each report for it.
Sample Report 4 has the POV with Entities: E01, and E02, and the Fiscal Calendar dimension has Current POV selected.
About Sample Book 2.2
This Book is similar to Sample Book 2.1, but the Section POV is set to Children of Current POV, and includes the Sample Report 1, and Sample Report 4. The Book POV selections are set to some of the Segments dimension parent members.
This Book sample illustrates how the Book POV selection drives the cascading of the reports.
About Sample Book 3
This Book contains three nested Sections, named Segments, SKU, and Item.
The TOC headers for the reports are as follows:
Sample Report 1: ArtifactName(): MemberAlias("Segments")
Sample Report 3: ArtifactName(): MemberAlias("Segments")
Sample Report 4: ArtifactName(): MemberAlias("Entities"), MemberAlias("Segments")
About Sample Book 4
This Book contains two Sections, named Segment Summary, and Summary and Closing comments.
The TOC headers for the report, and Book are as follows:
Sample Report 1: ArtifactName()
Segment Summary Introduction: ArtifactName()
Sample Book 1.2: ArtifactName()
Book Designer View:
TOC View:
About Sample Book 5
This Book contains all sample reports in one book. It includes two Sections to group the two different types of sample reports, Management Reports, and Notes Reports.
The TOC headers for the reports mainly display the report name, via the
ArtifactName() function. Some of the reports also display
member aliases for one or two of the report dimensions.
Book Designer View:
TOC View:
