Enhancing Analyst's Notebook templates

Setting up a template to be used by users

New charts that you create with Analyst's Notebook use templates to determine the types of items that are displayed.

You can provide Analyst's Notebook users access to the template, and to inform them that it is available for use. To make a template available for use, ensure that it is saved to the Local or Workgroup Template Folder that is specified within Analyst's Notebook.

Note: If you are creating charts that need to be extracted frequently into iBase, you can also set the template that you created in iBase to be the default template.

Controlling the display of attributes

You can control the number of attributes that are displayed on a chart for each item type. Controlling the display of attributes allows data to be entered that can be mapped to iBase fields without displaying it on your chart.

To select which attributes are displayed on a chart, open the template in Analyst's Notebook and edit the Attribute Classes within the Chart Properties.

Indicating which attributes relate to mandatory iBase fields

If your database contains mandatory fields for a particular item type, you can change how the attribute that relates to that information is displayed within Analyst's Notebook.

To change the appearance of attributes, open the template in Analyst's Notebook and edit the Attribute Classes within the Chart Properties.