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 © ADELARD 2013 Slide 4 If the export path is C,B,A you will get: • 1. Fu • 1.1 Baz • 2. Foo • 2.1 Bar © ADELARD 2013 Slide 5 If the export path is C,A,B you will get • 1. Fu • 2. Foo • 2.1 Bar • 2.2 Baz © ADELARD 2013 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. © ADELARD 2013 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
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