Working with the Dynamic Template Designer Version 10.0.00

Working with the Dynamic Template Designer

Version 10.0.00

Working with the Dynamic Template Designer

This section covers the following topics:

• Dynamic Template Designer Overview

• Modify an Out-of-the-Box Dynamic Template

• Dynamic Template Designer Quick Start

• Quick Start Step 1: Create a Basic Table Dynamic Template

• Quick Start Step 2: Format Fields

• Quick Start Step 3: Create a Calculated Field

• Quick Start Step 4: Configure Table Column Totals

• Quick Start Step 5: Define the Scope Selector

• Quick Start Step 6: Generate a Report and View the Automatically Generated Help

• Steps to Create Dynamic Templates

• Working with Enterprise Objects and Fields

• Select an Enterprise Object

• Configure General Dynamic Template Designer Components

• Add Fields and Methods to a Dynamic Template

• Dynamic Template Field Configuration

• Examples of Dynamic Templates Containing Graphics Tool Tips

• Dynamic Template Drilldown Configuration

• Examples of Dynamic Templates Containing Drilldowns

• Using Groups in Dynamic Templates

• Dynamic Template Function Configurations

• Examples of Dynamic Templates Containing Functions

• Create User-Defined Fields with the Field Builder

• Configure a Static Filter

• Configure the Field Sort Order

• Dynamic Template Scope Selector Components

• Scope Selector Component - Custom Filter

• Customize and Export Dynamic Templates

• Save a Dynamic Template After Edits

• Format the Dynamic Template Output

• Configure a Bar Chart Dynamic Template

• Steps to Create a Bar Chart Dynamic Template

• Examples of Bar Chart Dynamic Templates

• Configure a Donut Chart Dynamic Template

• Example of a Donut Chart Dynamic Template

• Configure a Horizontal Bar Chart Dynamic Template

• Example of a Horizontal Bar Chart Dynamic Template

• Configure a Line Chart Dynamic Template

• Line Charts for Performance Metrics

• Steps to Create a Line Chart Dynamic Template

• Line Chart Field Requirements

• Configure a Pie Chart Dynamic Template

• Examples of Pie Chart Dynamic Templates

• Configure a Stacked Bar Chart in a Dynamic Template

• Example of a Stacked Bar Chart Dynamic Template

• Configure a Table Dynamic Template

• Examples of Tabular Dynamic Templates

• Configure Chart Axes

• Using Methods in Dynamic Templates

• Troubleshooting Dynamic Templates