Insertion

Version

Function Description

You can insert a cell element, a floating element, a row, or a column in a report.

Cell Element contains Data Column, Text, Rich Text, Formula, Chart, Image, Slash, and Sub Report, as shown in the following figure.

Data Column

To insert a data column from the template dataset, you can choose Insert > Cell Element > Insert Data Column from the menu bar or right-click the selected cell, and choose Cell Element > Insert Data Column, as shown in the following figure.

Text

To insert the common text, you can choose Insert > Cell Element > Insert Text from the menu bar or right-click the selected cell, and choose Cell Element > Insert Text, as shown in the following figure.

Rich Text

To insert the rich text, you can choose Insert > Cell Element > Insert Rich Text from the menu bar or right-click the selected cell, and choose Cell Element > Insert Rich Text, as shown in the following figure.

Formula

To open the formula definition box, you can choose Insert > Cell Element > Insert Formula from the menu bar, choose Cell Element > Insert Formula after right-clicking the selected cell, or click  on the toolbar.

You can enter a formula in the text editing box, and then click Validity Check to check the syntax rules, as shown in the following figure.

Chart

To open the chart insertion box, you can choose Insert > Cell Element > Insert Chart from the menu bar, choose Cell Element > Insert Chart after right-clicking the selected cell, or click  on the toolbar.

You can choose the required chart type and click OK to add the chart, as shown in the following figure.

Note:

For details about the chart type introduction, see Chart Type.

Image

Function Description

To open the image insertion box, you can choose Insert > Cell Element > Insert Image from the menu bar, choose Cell Element > Insert Image after right-clicking the selected cell, or click  on the toolbar.

You can select an image from the computer, and set the image display mode to preview the effect. Last, you can click OK to add the image, as shown in the following figure.

When you upload the report to the server, the background image of the report can take effect only after you re-add the image to the server.

Notes

Problem Description: When an image with a transparent background is uploaded to a cell, the color turns black, as shown in the following figure. The transparent color turns black.

Cause:

When the image transparency is lower than 5%, the PNG image will be compressed into a JPEG image. During the compression, the transparency channel will be lost, and thus the transparent color will turn black.

The reason is that you have selected Compress Image under Option > Advanced, as shown in the following figure.

Solution:

You can simply deselect Compress Image.

Slash

To open the slash setting box, you can choose Insert > Cell Element > Insert Slash from the menu bar, choose Cell Element > Insert Slash after right-clicking the selected cell or click  on the toolbar. You can input text separated by |, and click OK to apply the setting. For example, you can input Product and Year, as shown in the following figure.

Note:

For the app of versions earlier than 9.3 and HTML5 terminals, slash insertion is not supported.

Sub Report

To open the Insert Sub Report box, you can choose Insert > Cell Element > Insert Sub Report from the menu bar or right-click the selected cell, and choose Cell Element > Insert Sub Report. You can choose the location of the sub report, and click OK to apply the setting.

Note:

You cannot insert sub reports on mobile terminals.

Floating Element contains Text, Formula, Chart, and Image, as shown in the following figure.

Note:

1. Floating elements are not supported if you have configured the freeze setting in a report.

2. Floating elements are not support on mobile terminals.

3. You can export a template as a Word file but the floating elements in the report cannot be exported.

4. Cell expansion can affect floating elements to some extent. For details, see Chart Insertion Method.

5. Floating elements are not supported in aggregation reports. Although you can insert the floating elements to the template, they will not be displayed during preview.

The insertion method is similar to the method in section "Cell Element". The following takes common text as an example.

You can choose Insert > Floating Element > Insert Text to insert floating common text, as shown in the following figure.

Setting the Floating Element Name

To set the floating element name, you can right-click the floating text, and select Set Floating Element Name, as shown in the following figure.

Copying the Floating Element

You can right-click the selected floating element, copy the element, and paste it. The original floating element will not be in a selected state. When you move the new floating element, the original one remains stationary, meaning the new floating element is independent of the original one. The following figure shows the effect.

You can right-click the floating element and select Set Floating Element Name. You can see that the name of the copied floating element is generated by suffixing the original element name with -Copy by default, as shown in the following figure.

To insert a row above the selected row, you can select a row first, choose Insert > Row from the menu bar, or select Insert Row after right-clicking the selected row, as shown in the following figure.

To insert a column on the left of the selected column, you can choose Insert > Column from the menu bar, or select Insert Column after right-clicking the selected row, as shown in the following figure.