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Branding Your BI Office Views - Match your organization’s branding standards

by John Hormaechea , Director, Product Marketing at Pyramid Analytics


Every organization wants to brand their content to match any service level agreement (SLA) they have with internal or external customers. BI Office allows a variety of customizations.  In this blog post we’ll cover the following:

  • Data Discovery Theming
  • Story Board Theming
  • Publisher Theming
  • Administrative Template Creation

 

Data Discovery Theming

Users can use default themes to change a grid, a chart, or the entire view.

 

Figure 1. Grid, Chart, and Report Themes

 

Story Board Theming

Each slide in a storyboard can be independently formatted to reflect the specifics of the dashboard design. The main conduit for formatting the slide is through the themes and slide background settings on the slide ribbon tab. Separately, slide panels can be applied to a slide which can provide further formatting options.

NOTE: When content is added from Data Discovery books they retain their own format settings by default until those settings are overridden.

Slide Themes

Figure 2.Story Board Theming Options

 

Predefined slide themes can be applied to a given slide. Slide themes are defined by administrators in the administrative console. Slide themes, unlike the report themes available in Data Discovery, can include either background colors, color gradients, or images. These choices are also available to end users through the manual background changes described below.

Override

Slide themes will not override the settings of each report component added to a slide; by default, these are left as they were designed in Data Discovery. If the user clicks the Override Styles button before applying a theme, then the theme's settings will override the original Data Discovery settings.

Slide Background Settings

Slide background settings can be adjusted by end users directly in the designer interface from the slide ribbon tab. To set a simple flat color background or change the slide's master font color, users can click on the color pickers in the slide tab. For more advanced changes, users can click on the Background button.

Figure 3. Story Board Background Options

 

The slide settings options dialog lets users change the background:

  • Flat - Pick a color from the color palette associated with the current theme color set and make the slide's background a singular color tone.
  • Gradient - Use the advanced gradient designer to come up with a complex pattern of colors to make the slide's background one or more colors.
  • Image - Use the image loader to upload a vector or raster image as the background for the slide.

Figure 4. Examples of Flat, Gradient, and Image Options

 

Publisher Theming

The Design tab allows users to easily format the page and choose themes for the publication and integrated analytics.

Figure 5. Users Can Reselect the Theme of the Publication, Including Colors, Layout, and Text

 

Adding image assets to publication templates is similar to adding content.

  • Open the Assets tree on the right side of the interface. Expand the asset folders.
  • Drag and drop assets from the tree onto the canvas.
  • Use the Component tab to adjust location, size, and captions for added assets.

NOTE: Only uploaded raster and vector images can be added to a publication. General assets and dynamic assets cannot be added.

Figure 6. Adding Image Assets to Publications

 

Administrative Template Creation

The theme library is designed for administrators to manage and secure all themes in the platform. This allows users for Data Discovery and Story Board to select from predefined templates that meet existing SLAs.

The interface provides a listing of all themes, a preview of the color sets used, and a variety of action buttons.

  • To add a new theme, simply click the Add Theme button at the right top of the panel (black arrow), provide a unique name for this theme and continue making selections in the theme editor (see below).
  • To import a theme, simply click the Import button (black arrow). This will allow you to upload a "PATH" file into the current BI Office instance.

 

For each item:

  • Check the DEFAULT box to make the theme the default for the system. Default themes cannot be secured and are universally available to ALL users. There can be only one default theme.
  • Check the Secure box to make a specific theme secured. Once secured, the roles panel appears on the right of the screen allowing administrators to determine which roles will be able to see and use the selected theme.
  • To edit a theme, simply click the EDIT button for the chosen theme in the list. You will be presented with the theme dialog editor as described in more detail below.
  • To copy a theme, simply click the Copy button to create a duplicate.
  • To delete a theme, simply click the DELETE button for the chosen theme.
  • To export a theme simply click the Export button. This will allow you to download a "PATH" file which can be imported into another BI Office instance using the Import button.

Figure 7. Theme Library Templates

 

Theme Editor

The theme editor provides a tree editor to control the various aspects of the theme. This includes the ability to control fonts (color, size, weight, family); borders; foreground and background colors; and text alignment for each of the core elements of a report (including the report itself), dashboard slide, and publication.

Defaults and Inheritance

To simplify the theme definition, administrators can define certain settings as being either the "report default" or an inherited value of the "parent" setting.

  • Report Defaults are defined in the main report tab and affect basic font settings and the core theme colors used throughout the theme.
  • Inherited values are set at the "general" level for grids and charts:
    • For grids, it's the general tab in the grid sub-section;
    • For charts, it's the general tab in the chart sub-section.

Colors

Colors are defined using an 8-character HEXADECIMAL value. The first two characters denote the alpha value (transparency), while the remaining six characters denote the color selection. Users can manually key in the hex values or click the color picker button to select the color. Transparent alpha settings should be used sparingly. Instead, users should select lighter opaque colors where possible.

6-digit HEX values are valid and will implicitly assume full opacity (i.e., no alpha settings).

Publications Theme Editor

To create templates for your publications, users must first add a page size and orientation under the Publish > Pages node. Once added, the settings for the template's cover, header, and footer can be set and designed for end users. Asset images can be added to templates, as well as text and hash text fields that will be rendered by the publication engine at run time.

To place assets onto the canvas, simply drag and drop them from the asset tree found on the right-hand side of the editor panel.

NOTE: Each template can have only one version of a given page size and orientation combination.

Figure 8. Using Drop Downs and HEX to Create a Template

 

There you have it. Throughout BI Office, users can control the look and feel using various theming options.

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