Here is where we set all the settings on the Report level. Working with the right default settings will save time creating tables.
Variable Settings Tab
Placeholders for variables can be used like any other variable in table and chart definitions and give you a lot of flexibility. By changing a placeholder, you change all tables and charts using this placeholder just by refreshing the report. We advise you to define a default banner containing placeholders. In case it is much easier to create a new banner variable instead of changing the banner variable you have used lots of times in your report, you can just create the new variable and change the placeholder.
This functionality is also useful when using (generic) report templates where you just need to use other variables in the banner of your tables.
Variable placeholders have a green icon.
To see how it works, please have a look at this video.
When creating a new table, OfficeReports will automatically add the variables listed here to the table as banner variables. We advise you to define a default banner containing placeholders. In case it is much easier to create a new banner variable instead of changing the banner variable you have used lots of times in your report, you can just create the new variable and change the placeholder.
When creating new tables, OfficeReports will automatically add the defined statistics to the table in case the stub is defined as one of the ordinal variables. This saves time and is very handy when creating 'Many Tables' or when creating a 'Crosstab Tables Report'.
Table Settings Tab
Read more about the specific settings:
By default, OfficeReports produces tables and charts where the Column calculates percentages.
By default, OfficeReports will add the Base in the Top row of the table. If it is preferred default in the Bottom row, it can be change here.
By default, OfficeReports always shows unweighted bases in tables and charts. Check ‘Weighted’ if you want to display the Weighted Base instead.
Each variable in OfficeReports has a Name and a Text. OfficeReports offers different ways to work with these Names and Texts in tables and charts:
Use the defined text
By default OfficeReports uses the defined Text in tables and charts
Remove the name from the text
Some datasets repeat the Variable Name as the initial part of the Variable Text. This can be very convenient having a short Variable Name in tables and charts while building/testing a report, but when it comes to the final report we might want to remove the Variable names from the text in all tables and charts. Use this setting and ‘Refresh Report’ will remove this part of the variable text in all tables and charts.
Add the Variable Name to the start of the text
Variable names is typically technical/logical names related to the data structure. For example, a variable name could be ‘Eval_01’ and the related variable text could be ‘I receive useful and constructive feedback from my manager’. Now when building and testing a report it could be useful to add the variable name to tables and charts, and then when the process is over we could go back and just use the setting ‘Use the defined text’ and then ‘Refresh Report’
When producing reports for many different groups (brands/companies/products) it can be useful to group all the different table- and chart layouts. The Layout Module includes features for this type of grouping. In Settings, you can define that OfficeReports by default shows layouts related to one of these groups.
If you have calculated weight variables in OfficeReports or imported weight variables in a data import, you can select a variable to be used as the default weight variable for all tables and charts defined in the report. When changing the default weight variable, you will be asked if you want to use this weight variable for all tables and charts already defined.
When calculating tables or charts where we in a cell are not able to perform the calculation because we would have to devide by zero, OfficeReports will default show ‘—‘. You can change that to what you want, e.g. ‘N/A’.
Significance characters and characters showing Low Base and Minimum Base are by default displayed in Superscript in Excel tables. You can change that by removing the checkmark.
This setting only affects Excel. As pointed out in the menu we recommend producing default Excel charts and then using Excel functionality to adjust charts.
Add a checkmark and a comment will be added to all OfficeReports tables created in Excel. Mark the table and the comment showing all settings for the table is displayed:
When inserting new tables, the defined default settings will be used
Global Settings Tab
When running a single user setup there is typically no need to change the default settings.
When a multiple number of users in the same organization are using OfficeReports it can be very useful that all users can share table and chart layouts. This requires that all users have access to a common layout database. In this window, you can change the path to the global database. All users will always have an up-to-date local copy of this Layout database so you can use OfficeReports when you are 'off-line'.
read more about Sharing the Layout Database.