Templates

A template is a saved set of visualizations, configurations and layout for a dataset. It typically includes one or more data series and the grouping (Research reports), and at least one of the attribute values, the grouping, or both are unlocked. When an attribute value or the grouping is unlocked, that means anyone using the template can quickly specify the value or grouping they need for their particular presentation.

You cannot change the dataset used in a template.
 
Example

Jim is part of a team that sells advertising spots to car dealers across Pittsburgh. The dealers love to see the team's detailed presentations on how they are performing, both against their local competitors and against the Pittsburgh market in general. They also like to see how their car makes are doing overall in the U.S. market and in more regional markets. Finally, they appreciate the demographic information about car buyers; it helps them target their messaging more effectively.

However, Jim finds himself spending hours creating each presentation for each dealer. The time required is limiting the number of dealers Jim's team can approach.

Jim realizes he can make a template that will speed up the process of creating individual presentations; he can share it with the entire team so that everyone can quickly generate a presentation targeted to a specific dealer, and so that there is consistency among all the presentations.

He begins by creating a new presentation using the automotive registration dataset.

  • He adds the data series and grouping. In this example, he might add a data series to look at all of the RTYD sales for a specific dealership, a data series to look at the RYTD sales of the dealer's top 3 competitors, and a data series to look at how the dealer's particular make and models are doing in the overall market. His grouping might be based on demographics (age, income level, ethnicity), geography (zip codes), or time (quarters of the year).
  • He adds all of the visualizations he needs to tell a compelling story to a dealer, then spends some time configuring the visualizations so they look exactly the way he wants them to.

His presentation might look something like the following graphic. (Click to enlarge the thumbnail.)

An example template for a dealer report

Example presentation to be used as a template

Notice that the names Jim used for his presentation, sections, and data series are rather generic; they indicate what the presentation, series, and sections are meant to contain as a guide for the rest of his team. The names can be quickly customized when a new presentation is created from the report.

After he is done, he creates a template. When he does so, he leaves the grouping unlocked, as well as certain attribute values in each data series. Because this template will be used by him and by his team to pitch to multiple dealers, he needs the ability to specify a different dealer, a different make, and different competitors for each presentation. Therefore, he unlocks those attributes.

The next time Jim prepares a presentation for a dealer, he can use the template. All he needs to do is enter that particular dealer's attributes (name, make, top 3 competitors), update some titles for his presentation and visualizations, and generate the PowerPoint version.

Related information

Create and use templates and express reports


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