Creating a Master Page
Audience
Audience: Administrators & Read/Write Users
Overview
Master Pages contain elements, such as company logos, legends and page numbers, which appear in the background of a Master Chart or Chart Document.
The following article provides step-by-step instructions for creating a Master Page, and then applying it to a Master Chart or Chart Document.
Creating a Master Page
-
Click on the icon to open the Mode Switcher. Then, click on the Workbench button.
-
The Workbench dialog is displayed.
-
Open a recently open document, open an existing document, create a blank chart, or use the Chart Builder to enter the Workbench.
-
Click on the Presentation menu, and then select the Master Editor option from the dropdown.
-
The Master Editor is displayed on the right and the Master Page applied to the current Chart Document is displayed.
Note
If you have not yet created or applied a Master Page to the open Chart Document, a blank Workbench document is displayed.
-
Click on the icon (under the Insert heading in the Master Editor panel). The File Manager is displayed.
-
Click on the Masters directory, and then click on the icon (in the top right).
-
Search and select your company logo, and then click on Open. The logo is uploaded to the Masters folder.
Important
The company logo must be formatted in a .png or .jpg format.
-
Select the newly uploaded logo, and then click on the Select Image button (in the bottom right corner). The logo is inserted into the Master Page.
-
Right-click on the logo, and then select the Image Scaling option to resize your logo.
-
Use the Select tool to select the logo, and then click on the icon (under the Arrange heading in the Master Editor panel).
-
Select one of the corners in the Positioning menu to pin the logo to a desired location.
-
Click on the AutoText button (under the Insert heading in the Master Editor panel), and then select an AutoText element from the dropdown menu.
-
Use the Select tool to select the AutoText element, and then position it on the Master Page.
-
Once you have inserted and positioned all of your Master Page elements, click on the icon (under the Background heading in the Chart Editor panel). The File Manager is displayed.
-
Enter a name for the Master Page in the File Name text box, and then click on the Save Master As button (in the bottom right corner).
Applying a Master Page to a Master Chart
Master Pages that have been saved to the Masters folder will be available to apply to a Master Chart.
There are two methods for doing so:
-
Set the Master Page in the Chart Settings: Presentation panel
-
Apply a Master Page to a View template in View Manager
Setting the Master Page in the Presentation Panel
-
Click on More > Chart Settings, and then click on the Presentation tab in the left side menu.
-
Click on the Master Page dropdown menu (under the Chart Background heading), and then select the Master Page you want to apply to the current Master Chart.
-
Click on Save.
Applying a Master Page to a View
-
Click on the Mode Switcher icon, and then select the View Manager option.
-
If the template Rules are not displayed, click on the Rules button. Then, select the View from the View dropdown menu to which you would like to apply a Master Page.
-
Click on the icon at the bottom of the Rules panel. The Rule Editor is displayed.
-
Click on the Rule Criteria dropdown menu, and then select the Rule Type you would like to use to apply the Master Page.
-
If applicable, define the Rule Criteria for applying the Master Page.
-
Click on the Master Page tab, and then select a Master Page from the Apply master page template dropdown menu.
-
Click on Save. The Rule is added to the list.
-
Click on the Manage menu, and then click on Save to preserve the changes.