Changing Symbol Content In A Template Or View
You may from time to time, want to change the symbol selections in your templates, and DataViews.
If you are a Report Publisher, or Report Author, you can change the symbol selection for any dimensions in your templates and DataViews at any time.
Depending on your role, you may be able to perform this task.
| Role | Can perform this task? |
|---|---|
| Report Publisher | Yes, to create DataViews for data analysis and report templates for reporting purposes. |
| Report Author | Yes, to create DataViews for data analysis. |
| Report User | No. |
When you select symbols for the first time, you should follow the procedure in Changing symbol content - Basic method.
Afterwards, you may prefer to use the procedure in Changing symbol content - Advanced method.
Changing symbol content - Basic method
To change symbols for a dimension, follow these steps.
- In the view window, choose Edit > Symbol Selections. The Symbol Selection dialog appears.
- For Dimension, select the dimension containing the symbols to select.
- Complete the following:
Field Description Available Symbols and Selected Symbols Find symbols in the Available Symbols list and click the arrow to move them to the Selected Symbols list.
If you want to prompt Report Users to select symbols for a particular dimension (for example, an entity) when they open the template, do not select a symbol for that dimension. You must remember however, to make sure users are allowed to select symbols for that dimension when you publish the template.
For the down and across dimensions, you may select more than one symbol. For other dimensions, only one symbol is allowed.
You can change the order of the symbols in the Selected Symbols list. Simply click and hold, and then drag the symbol to its desired place.
- When you are finished, click OK. The view window appears.
Changing symbol content - Advanced method
To change symbols for a dimension, follow these steps.
- In the view window, click a dimension button, located just below the toolbar.
- The Symbol Selection dialog appears, with the dimension you selected in the Dimension field.
- Complete the dialog, as described in step 2 to step 4 of Changing symbol content - Basic method.