Managing data with the configuration layer
This tutorial guides you through creating and using metadata through the configuration layer.
When you want to add customizable information that is not included in your data to
your template, you can use the configuration layer. The configuration layer consists of data or
metadata to use for your organization or just for your
template.
Learning objectives
- To create a template and add elements to it
- To manage information by using the configuration layer
- To generate a report
Time required
This tutorial takes approximately 60 minutes to complete.- Introduction
This tutorial guides you through the process of using the configuration layer to create readable and selectable values for data source URLs. With these values, URLs do not have to be typed or pasted in when configuring document-style report generations. - Lesson 1: Create a template
In the Document Studio application, create a template to be used as the structure for your report. - Lesson 2: Add a data source schema to the template
Add a data source schema to access the queries and attributes to apply to the elements for structuring your report. - Lesson 3: Add configuration metadata to the data source schema
From the Outline view, you can access the configuration layer for a data source schema and apply details that are selectable later in the document-style report generation configuration wizard. - Lesson 4: Generate the output
When you use the document-style report generation wizard to generate the output, you can select a value from the value set to display in the output. - Summary
You have used the configuration layer to make data selectable in the report generator.