Skip to content

Report List Index Wizard window

Excel > CCH® Tagetik > Design > (Left-hand panel) click form > > Index

Purpose of window

This window allows you to create and then customise the structure and layout of the index of sheets contained in a form with several templates or a Report list that publishes the results in a single file.

Table of Contents tab

In this tab, you can customise the structure of the table of contents, which always comprises three levels.

Element Description
Report - If the table of contents is a Report list, it shows the code and the description of the forms that comprise the Report list. - If the table of contents is a form comprising several templates, it does not show anything.
Template Shows the name of the template.
Sheets Shows the following: - the content of the print Filters cell fields - the report's tab filters - the page number Hyperlinks to access the report’s various sheets are created at this level.

Table of Contents buttons

Element Description
Adds the report selected in the list.
Removes the selected element.
/ Moves the selected element up or down.
Adds an advanced cell field. See Configuring cell fields.
Adds the specific cell field for the Page number tables of contents.
Adds the specific cell field for the Template name indices.
Adds the specific cell field for the Sheet name tables of contents.
Adds the specific cell field for the Page name indices. Shows the actual name and any overridden name or the number of the sheet in the Report list.

Options tab

This tab allows you to customise the layout of the table of contents.

Element Description
Show hyperlink in sheets When the cursor is positioned over the table of contents page number, it shows a tooltip with the name of the sheet to which the hyperlink is linked.
Insert separator dots before the last column Inserts dots to separate the content of the last column of the table of contents from that of previous columns.
Autofit columns Automatically adapt the width of columns.
Format automatically Applies the appropriate style sheet to the table of contents. See Tagetik styles . If a style sheet with the TGK_TOC_PAGE_COLUMN, TGK_TOC_REPORT_ROW or TGK_TOC_TEMPLATE_ROW, TGK_TOC_SHEET_ROW styles is associated with the report on which the table of contents is defined, the system will apply the defined style to the table of contents.
Also show the template name Keeps the Template level in the table of contents. If deselected, this level will be removed.
In the case of the report list with sheets that are sorted manually, in the index: Only with Allow to specify output sheets sorting selected in the Report list definition step. Allows you to specify the impacts of the sheet sorting override on the table of contents. - Keep the sheets sorting and duplicate the rows related to reports/templates: keeps the progressive order of the table of contents' page numbers and rows. The order corresponds to that which the user gives each sheet. If the table of contents allows you to move from one report/template to another, any report/template headers will be replicated. - Keep the order of reports/templates and show unordered sheets: the table of contents will show the Report, Template and Sheets levels, if active. The order of the reports is subject to the override set during the definition of the Report list. The order of templates and sheets is that of the respective reports to which they belong and could result in unsorted page numbers in the table of contents.
Rows - Allows you to configure the method by which the rows below the table of contents must be generated. - Shift cells down: insert the new cells, moving the existing cells down. - Entire row: inserts a new entire row into the Excel sheet. - Don't expand: prevents new rows from being inserted.