Creating a Theme for Reports

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Creating a theme for your report involves multiple Displayr features. This articles gives you a check-list to ensure you have customized everything possible.

Fonts

  1. Go to APPEARANCE > View > Page Master.
  2. On the left is a list of all the different types of pages.
  3. Go through each page (Title, Single Item, etc.), changing the font and size of every:
    • Text box
    • Chart

Colors

Custom Colors

The menus where you choose colors are shared between all the elements in your document. This means that you can access the same set of Custom Colors wherever you are choosing a color (e.g. a font color, a color on a chart/visualization, etc).

ColorSelection.PNG

For more on how to use this menu, see Using Custom Colors.


Charts

Creating a template

For each type of chart that your company uses (e.g. Column chart, Pie chart, etc.), repeat the steps below. The remaining steps will deal with a Pie chart, but also apply to any other type of chart.

  1. Create a new page to perform the remaining steps (HOME > Page Layout > New Page > Title and Content).
  2. Create a chart (HOME > Charts > Chart) using a representative question from the survey.
  3. Change to a Pie chart by selecting HOME > Charts > Chart > Pie Chart.
  4. Change the font, size and color of the labels and legend by using the buttons in APPEARANCE > Font.
  5. Change the color of individual pie slices by selecting the pie slice and using CHART > Series > Fill.
  6. Change any other pie chart settings to what you prefer. For example, CHART > Series > Legend > Label series individually.
  7. Save the template: CHART > Template > Save as Template.
  8. Name the template. For example, "Company Pie Chart". Then click OK.
  9. Repeat this process for the other types of charts your company uses.

Applying the template

  1. Go through each page of your report and follow these steps.
  2. Select the chart on the page.
  3. Click CHART > Template > Apply Template.
  4. You are shown a gallery of the templates you created earlier. Select the relevant template for this chart.

Visualizations

Unlike charts, the items in Insert > Visualization do not have a template system. A good workflow for using these items is to:

  1. Create a visualization.
  2. Click in the Chart section of the Object Inspector and choose fonts, colors, etc.
  3. (Optional) Use the DATA SERIES > Color Palette > Custom Palette option, and paste in a set of HEX color codes (separated by commas).
  4. Copy the Visualization with HOME > Duplicate, and then change the input data in Inputs > DATA SOURCE.

When you copy, all of the formatting options are copied too.

Tables

  1. Select any table in your report.
  2. Click APPEARANCE > Table > Table Styles.
  3. Click Set Default Style.
  4. Select the style that you want to apply to all tables in your report.

  1. Go to APPEARANCE > View > Page Master.
  2. Select the type of page that you want your company logo to appear on. (If all of them, then repeat the following steps on each page.)
  3. Insert your company logo: INSERT > Text and Images > Image.
  4. Position and resize the logo to how you want it to appear.
  5. Go to APPEARANCE > View > Normal.

Your company logo now appears on all the pages.

Header/Footer

  1. Go to APPEARANCE > View > Page Master.
  2. Select the type of page that you want the header/footer to appear on. (If all of them, then repeat the following steps on each page.)
  3. Insert a new text box: INSERT > Text and Images > Text Box.
  4. Type the text into the box.
  5. Position and resize the text to how you want it to appear, for example, at the bottom of the page.
  6. Go to APPEARANCE > View > Normal.

Your header/footer now appears on all the pages.

Chart, Table and Text Box Positions and Sizes

Go to APPEARANCE > View > Page Master. Repeat the following steps on each type of page:

  1. Reposition and resize every text box and chart on the page to how you like. (The position and size of the charts will also be used for tables.)
  2. Go to APPEARANCE > View > Normal.

All the text boxes, charts and tables are now in the same position and size that you set in the Page Master.

Significance Results (Arrows, Font Color or Column Comparisons)

  1. Select any table or chart.
  2. Go to APPEARANCE > Significance > Highlight Results > Options
  3. Select how you would like significance to appear.
  4. Click Apply as Default.

Re-use Your Settings for Future Reports

  1. Go to your Documents page.
  2. Hover your mouse next to the document that contains your settings.
  3. Click Duplicate.
  4. Enter a new name and click Duplicate.
  5. Modify the new copy of the document as you like.