 Template options

As a template designer, you can specify various settings for a template. These settings are saved to the template file.

Designer tab

Options that define how the template works when in design mode.
Default font: Sets the font and type size for all cells in the template.
- Changing the setting does not affect any cells where the font has already been defined.
Show sample data: Use to include mock data when designing the template.
- Use place holders: Shows the same numeric value everywhere.
- Generate random data values: Shows random values that fall in the range that you define using Minimum and Maximum.
  - Up to 12 digits in either box.
Show model data from a page combination (Note that this option only appears when the template contains a data view):
- First page: Uses the data view's default page dimensions.
- Specific page: Click  to open Member Selector and define your custom selection.
- If you subsequently add a data view that contains two hierarchies from the same dimension, the template reverts to the Show sample data option.
- The option to show model data is safe: Template Studio only simulates adding and editing data and your changes cannot be saved to the model.
 Tip: Using sample data instead of actual model data speeds up design mode performance.

Options that define how the template works when end users run it for reporting or data-entry.
Move selection after <Enter> key: Determines the cell that the focus moves to after the user presses Enter.
Template default start mode: Used when a designer or end user opens the template from Document Explorer or Favorites without selecting the mode. Also applies when the template is opened as a linked template.
Delay page change after page selection is made: When enabled, allows the end user to select a new page without the data reloading immediately.
Hide page selection at runtime if only one page is available: When turned on, hides the Pages drawer from the end user if the drawer shows only a single page dimension.

Options that define how the template works when end users run it for data entry.
Show headers: Shows or hides all data view headers.
Show grid lines: Shows or hides all grid lines.
Auto Refresh: Sets the default for the Auto Refresh feature: on or off.
Display missing data as: By default cells that have no data are blank.
- To specify the text that appears in these cells, select Custom and type up to 50 alphanumeric characters and symbols.
Display cells user has no access to as: You can specify the text that appears in data cells for which the end user does not have viewing permission.
- Default: #NoAccess.
- Up to 20 alphanumeric characters and symbols.
Automatically format data cells based on whether they are editable or not: You can specify formatting that indicates to the end user which cells are non-editable, editable, or use top-down spreading.
Exclude page members from the selection list that user does not have write access to: Hides page members for which the end user does not have permission (turned on by default).

Options that define how the template works when end users run it for reporting.
Show headers: Shows or hides all data view headers.
Show grid lines: Shows or hides all grid lines.
Display missing data as: You can specify the text that appears in cells that have no data (by default they will be blank).
- Up to 20 alphanumeric characters and symbols.
Display cells user has no access to as: You can specify the text that appears in data cells for which the end user does not have viewing permission (the default is #NoAccess).
- Up to 20 alphanumeric characters and symbols.
Skip printing pages where all data views do not contain any data: Causes the printed report to omit pages where the data views show no data (selected by default).

Options that define how the template is saved as a Microsoft Excel workbook file: .xlsx.
Document protection
- Default: off.
- System generated password: Creates a password that is never available to anyone, thus locking the document against all edits.
  - Users can save their own copy of the document but never edit it.
- Custom password: Create your own shareable password.
  - Up to 50 alphanumeric characters and symbols
  - Provide the password to users if you want them to be able to edit the document.
Table of contents: Creates a table of contents in the workbook.
- Lists the worksheet names and provides click-able links to them.
- The page dimension column defaults to member keys and names.
Customize worksheet naming: If turned on, you can define names for worksheets, by adding Auto Text elements.
- You can provide:
  - your own text
  - the file name
  - the name and key of the current member of a page dimension or a page hierarchy group