How to Create and Apply a Page Template

In addition to being able to save templates for visualizations and advanced analysis outputs, Pages and all the contents within them can also be saved in the same way. This means you can lay out all the necessary items on a page, save this as a template, and then insert it easily into the same or another document without having to manually copy and paste.

 

Requirements

• Any object added to a Page can be included in the template, including outputs (Table, Calculation, Visualization or Advanced Analysis output), as well as text boxes, shapes, controls and images.
• When using Method 1 below, the template will also include the page layout and title (if present), and adopt the contents of the Page Master associated with the templated page layout in the document inserted into.
• The item being saved as a template must not be in an error state.
• All object inspector settings are saved in the template, excluding any data-related inputs (including filters and weight).
• You must either select one or more Pages or multiple outputs on the same Page to save as a template.

Example

On our Page we have a customized column and a pie chart showing demographic results.

Under Appearance > Layout > Page layout, we have this set as Title Only.

 

Method 1: Save and Insert a Page Template From the Report Tree

1. Right-click the Page in the Report which includes the outputs you would like to save and select Save as Template.

2. Set the name of the template and press Save.

3. Go to the Page in your Report where you would like to insert your Page template.

4. Click the that appears when you hover over it and select Template.

 

5. Select the template you would like to add from the sortable and searchable form.

6. Click Insert.

7. A new Page will be created below with all the templated objects and page layout included.

8. For any output which points to a table or other data source, you will need to select the appropriate inputs under Data > Data Source. In this case, they both require a variable set in the Rows field:

Note, templates created from this method can only be inserted from the Report tree.

 

Method 2: Save and Insert a Template of Grouped Items From a Page

1. Select both outputs on your Page.

2. Right-click any selected item and select Save as Template.

4. Set the name of the template and press Save.

5. Go to the Page in this or another document where you would like to insert these outputs.

6. Click the Template icon in the toolbar.

7. Select the template you would like to add from the list.

8. Click Insert.

9. Click or draw the outline on your page where you would like the outputs to appear. 

10. For any output which points to a table or other data source, you will need to select the appropriate input under Data > Data Source. In this case, they both require a variable set in the Rows field:

Note, templates created from this method can only be inserted from the toolbar.

 

Technical Details

These templates are saved in the Displayr Cloud Drive so can be accessed via clicking the User Initials icon at the top right corner and selecting Displayr Cloud Drive.

 

Templates saved from the Report tree will end in "page.QTemplate", while templates saved from multiple selected items on a Page will end in "group.QTemplate":

 

See Also

How to Create and Apply a Visualization Template

How to Save and Apply a Customized Analysis Output as a Template