Additional Features and Template Types
Multiple Areas on Sheet
The report area definition defines a rectangular area on the input or report template workbook. It is shown when the template is opened (and printed) in the input or reporting function.
There can be multiple report areas on a sheet. Name the areas differently (for example, AREA1, AREA2). Each area must contain at least two rows (header row + 1 data row).
ACCCODE, row sets and TRANSLATIONS definitions are defined only once on the sheet.
At the top level, the Report, Multiple Areas example (EX_RT108) has the same content as the Simple Report example (EX_RT101). Beneath the top level, there is another report area with similar content, and the only difference is that the latter area shows figures for one month earlier.
The following figures depict the area names and the workbook sheet.
In the XML file two very similar areas are defined, but their names, ids, and the month set for datacolumn1 and datacolumn2 of both areas are different.
If a template contains several areas with generated columns, formulas between areas in the workbook must refer backwards from a latter area to a previous one.
If there are several areas on the sheet, they must include the same number of columns (total of definition columns and data columns). Otherwise row sets do not work for the areas.
Multiple Sheets on Template
There can be multiple sheets on a template. Name the sheets differently (for example, Sheet1, Sheet2).
The ACCCODE, row sets, and TRANSLATIONS definitions as well as print areas and print titles are defined separately on each sheet.
The ACCCODE and TRANSLATIONS definitions must be named according to the following pattern:
For the first sheet, give the name "ACCCODE1", for the second "ACCCODE2", for the third "ACCCODE3", and so on.
For the first sheet, give the name "TRANSLATIONS1", for the second "TRANSLATIONS2", for the third "TRANSLATIONS3", and so on.
You can give the row sets the same names on several sheets.
The Report, Multiple Sheets example (EX_RT109) has two sheets. The Summary sheet is similar to the one defined in the Simple Report example (EX_RT101), and the Details sheet sis similar to the on defined in the Static Row Generation example (EX_RT103).
The named cells are defined as follows:
In the XML file two sheets are defined, and both of them have one area.
Print Settings
Defining print area
The print area definition is optional. It can be used to set a print area that differs from the report area and ACCCODE definitions. If there are several sheets in the input template, you must add a print area setting for each.
In generated templates, the print area changes according to the generated rows. That is, all generated rows will be printed if the print area has been defined so that it extends to the generated block.
If a print area is not defined in a generated template, the settings of the "pagebreakblocks" and "fittopages" attributes in the XML definitions file are not applied.
In the current version, the print area definition works as described only in row generation sheets, not in column generation sheets.
Defining print titles
The print titles setting is optional. It is used to specify the areas that are printed on every input or report template print page when the printout does not fit on a single sheet of paper. If there are several sheets in the input template, you must add a print titles setting for each.
Use the Excel Print Titles function to add the print titles setting. For more information on using the function, refer to Microsoft Excel documentation.
The print titles settings defined in Excel 2007 are not shown as the default settings for input and report templates in the Clausion application. The page setup settings must be defined in the input or report template Page Setup dialogue box before printing.
Defining header and footer on printouts
Headers and footers can be defined for input templates and reports. Using printout headers, you can give the same header for each page of a multiple page printout.
Set the headers and footers using the Excel Page Setup function. You can use default headers or create customized headers. For footers, only default options are available. For more information on using the function, refer to Microsoft Excel documentation.
The &[Tab] (Insert Sheet Name), &[File] (Insert File Name), &[Path]&[File] (Insert File Path), and &[Picture] (Insert Picture) options available in Excel are not displayed in Clausion input and report templates.
Extra Field Selection Lists
The extra fields of the input template may contain selection lists from which user can select options for the fields. End user can use selection list for valid input or type directly in the extra field cells. If you type an invalid value, the selection list is opened. A list cannot be opened if the cell is locked.
The selection lists can be generated to contain the following values:
dimension units
accounts
options defined for the drop-down list of the extra field
customized list (values defined in the input template definition file)
document series
document numbers
financial years
financial periods
data types
To generate a list with values for extra fields to an input template, add the selector element to the XML definitions of the data column. The lists are dynamically created based on the definitions and selections, and the items are displayed either as a list or grid table or as a hierarchical list.
Extra fields for data types are added in Data Types. Note that a Free text entry type extra field of text format is required for all other types of selection lists except those that have options defined for the drop-down list. For a customized selection list, also a numeric extra field can be used. In this case only numeric values are to be defined for the udid element.
For more information about the selector element, refer to Clausion Input and Report Template Parameters.
Attaching External Excel Workbooks to Template
You can attach an external Excel workbook to an input or report template. This kind of attachment can be used to provide additional information, for example, explanations for units or other instructions for using the input or report template.
Only Excel files (.xlsx) can be added to input and report templates as attachments. Other file formats are not supported. The external workbook is included in the input or report template as a separate tab. Several workbooks can be added to one input or report template, and each one is shown on its own tab in the input/report template.
To attach an external Excel workbook to an input or report template, define the name and other settings for the external file in the input or report template definition file with the externalfiles element.
For more information on input and report template parameters, refer to Clausion Input and Report Template Parameters.
External sheets can only be saved from input templates, not reports. The location where the external workbook files are saved can be defined using the Parameters custom template with the DATATEMPLATE_EXTRASHEETS parameter. You can define a specific path to a location or only the folder name, in which case the folder is created as a sub-folder under the DataTemplate directory.
When the input template is saved, the external workbooks attached to it are saved in the defined location. The data of the external workbook is saved in the file, not in the database.
By using the Save As function you can only save the currently selected tab. That is, if the input template tab is selected when you click Save As, only the input template is saved, not the external workbook(s).
The following figures depict an example of attaching an external workbook to the Simple Report example (EX_RT101).
Other Template Types
The following list describes other template types available in Clausion.
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Drill-down templates
used for drilling down into figures on reports
defines what is shown in the drill-down window
definition in the XML file of the report template: workbook > settings > drilldowndefinition element
for example, BW_DT101
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Templates for transparent reporting functionality
used for transparent reporting functionality in drill-down windows of reports
defines what is shown in the transparent reporting window
separate templates required for periodical and cumulative figures
definitions in the XML file of the drill-down template: workbook > settings > trdefperiodical and workbook > settings > trdefcumulative elements
for example, BW_DT102 and BW_DT103
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Custom templates, that is, templates containing SQL scripts
contains SQL scripts that are run when the template is opened or saved
used for example in management functions in Clausion