Advanced reporting from ASCE to MS Word

Advanced reporting
Luke Emmet
3-Jun-2014
Exmouth House 3–11 Pine Street London EC1R 0JH
T +44 20 7832 5850 F +44 20 7832 5853 E [email protected] W www.adelard.com
Advanced reporting in ASCE
•
Some more advanced techniques in reporting to MS word
•
Mostly covering elements of the one click export plugin
• Documentation available online,
• or via the ASCE plugin manager
•
What follows comes from an application note – contact
[email protected] for details.
•
How do I?....
© ADELARD 2013
Slide 2
How to control Table of Contents?
• The final heading structure in the MS word document is literally
the concatenation of the headings within the nodes on the
specified export path.
• For example:
• Node A contains
– heading 1 "Foo"
• heading 2 "Bar"
• Node B contains
• heading 2 "Baz"
• Node C contains
– heading 1 "Fu"
• The one click export plugin also has some other options which
can insert headings of each node title at the top of each node.
© ADELARD 2013
Slide 3
If the export path is A,B,C, you will get:
• 1. Foo
• 1.1. Bar
• 1.2. Baz
• 2. Fu
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Slide 4
If the export path is C,B,A you will get:
• 1. Fu
• 1.1 Baz
• 2. Foo
• 2.1 Bar
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Slide 5
If the export path is C,A,B you will get
• 1. Fu
• 2. Foo
• 2.1 Bar
• 2.2 Baz
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Slide 6
How to control cross reference captions?
• The captions of each link (the display text) within ASCE itself are
generally managed by ASCE.
• The initial display text is based on the node id and title.
• display texts in ASCE can be updated in the "check embedded
links" window.
• To control the captions of cross references when exporting,
choose from one of the specified preset options on the one click
export plugin
• There is no general facility for having arbitrary text on internal
links (green embedded links), however URLs have their own
display text.
© ADELARD 2013
Slide 7
How to do bibliography entries?
• Bibliographic entries can be done using a "References" node in
ASCE. In the references node, create a heading for each
bibliographic entry using a heading level such as Heading 5 or
Heading 6.
• As a heading it can be the target for an internal hyperlink in
ASCE that will become a citation in the final word document.
• Then, when you export choose the relevant heading level to map
to bibliographic entries. ASCE will add the required style
ASCEReferenceStyle to the final document, and the bibliographic
entries and citations should be labelled [1], [2], and so on.
• If you wish to have a custom reference style in preference to the
one ASCE creates, you can add it to the word template that you
choose before exporting.
© ADELARD 2013
Slide 8
How to do embedded images of argument fragments
• Often what is required in the final word document is to have
explanatory text, followed by a fragment of the argument to
explain the next step in the argument. This can be achieved by
means of user view images.
• Any user view (apart from the main view) in ASCE can have an
associated embedded image. This is controllable on a per-view
basis, and can be seen in the image manager or in the View's
properties dialog.
• To include a picture of a view in the final document, you should
therefore include within a node on the export path a picture of
one of the views. This view image will be kept up to date by
ASCE.
• Finally, when you export to Word, this image will be part of the
word document.
© ADELARD 2013
Slide 9
How to include content from other nodes or ASCE networks?
• Use the ASCE node mapping DNR.
• This will allow you to include this content within any node
• You can even extract from a specific heading if you wish.
• As the content is included as a DNR, you can check for changes
in the usual way.
• (optional) one click export - remove DNR containers
• removes the outline around this remote content
© ADELARD 2013
Slide 10
How to do globally numbered paragraphs?
• During the one click export
• choose which paragraph style normal paragraphs get mapped
to.
• If you choose a paragraph style that is globally numbered you
can produce final content in which normal paragraphs are
sequentially numbered.
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Slide 11
How to control where content is injected in final document?
• Insert a bookmark in the template called InsertContentHere into
the MS Word template.
• Then when ASCE exports, it will put the content at the position
of the bookmark.
• Otherwise content is inserted at the end of the document.
© ADELARD 2013
Slide 12
How to do numbered tables and cross refs to them?
• In ASCE any heading can be the target of a link.
• one click export plugin for ASCE contains a special DNR
• when used in ASCE, it acts as a heading, thus able to be
cross-referenced within ASCE file
• when exported to MS Word, the DNR is converted to a figure
or table caption.
• In the final word document, the figures or tables will be
numbered sequentially
• according to the order they appear in the export path
© ADELARD 2013
Slide 13
How to control heading and paragraph styles?
• Heading and paragraph styles are determined by the MS Word
document template you use.
• Normally, the heading levels in ASCE (namely HTML heading
levels 1 to 6) are mapped to the inbuilt styles for headings 1 to 6
in Word.
• Feature in one click export
– Map onto other styles that are defined,
– specify which headings become bibliographic entries
© ADELARD 2013
Slide 14
How to do advanced custom content processing?
• For advanced content processing of the content in Word during
export
• The one click plugin can run a post processing macro called
ASCEOneClickExportPostProcessing.
• Is run if it exists in your template
© ADELARD 2013
Slide 15
Thanks for your attention
© ADELARD 2013
Slide 16