Adding a table of contents


1. Overview

You can add a table of contents to your report in version 23.3 and higher, which will be automatically populated with the entries you select when the report is viewed. Each entry is accompanied by the corresponding page number where the content was placed.

2. Enabling a table of contents

Open the Properties window with nothing selected in your report to access the overall report property settings (to de-select an item, click on empty space outside of any template areas).

Select the option Show Table of Contents, and the new template area labeled TOC will appear below the report header.

Enabling a table of contents
Enabling a table of contents

This new template area allows you to customize the appearance of the area at the top of the table of contents. This initially contains a label as a title that you can customize, add to, or remove.

After enabling the table of contents, new properties appear in the overall report properties: in the Look, Layout, and Text tabs, the Table of Contents category contains properties Background, Indent Size, and various font settings for text.

3. Adding entries

Table of contents entries can generally be set up in the properties for any template area other than page headers & footers.

Click an empty area inside of a template area/region to select it, or the labeled area to its left (e.g., where body is labeled B). You can also select any element inside, then click Select Template Cell in the toolbar.

Showing a template area in the table of contents
Showing a template area in the table of contents

In the Properties window, select Show in Table of Contents. A Text tab will appear above, containing a set of properties determining the table of contents entry text:

  • Set the Text property, which will identify this template area in the table contents. If this template area repeats based on data when viewing the report, a popup will open when you click into this setting and list the available data that you can click to insert as a placeholder keyword (e.g., [Product] to list actual product values in the table of contents).
  • The Text Source property dropdown determines which placeholder keywords are available for the Text property. If there is a visualization displaying its own data separately from the group metric set, you can use this dropdown to select it instead.
  • Select the Show Numbering option if you want to number each entry. This inserts the [TableOfContents] placeholder keyword for the numbering at the beginning, which you can combine with other text or keywords to display for each entry.

Setting up numbered product entries
Setting up numbered product entries

Set up the text in this way for every template area you want listed in the table of contents.

3.1. Numbering

If you selected the numbering option for a template area, this adds numbering to the table of contents but does not by itself add corresponding numbers to the content.

To do so, use the [TableOfContents] placeholder keyword in labels or data labels in your report:

  • Drag Table of Contents from the Labels window onto your report to quickly create a new placeholder label with this numbering.
  • For an existing label or data label in your report: open the Properties window to the Text tab, and insert [TableOfContents] into the Label Text property setting, just like when setting the Text property for a template area earlier. It may be listed in a popup for you to click on, or you can type or paste it.

4. Viewing

Click View in the toolbar to switch the report to view mode and see the table of contents entries. If the Report Header contains any content such as a report title, the table of contents will be on the following page (usually the second page).

The following image shows a table of contents listing the template areas for product categories as well as product subcategories (a nested/child group), with numbering enabled.

Viewing a table of contents in the browser
Viewing a table of contents in the browser

When you want a report to immediately load in its entirety including a complete table of contents, export the report to PDF or another format.

When viewing a report directly in a browser, only the first few pages are loaded initially in order to reduce waiting time, with additional pages loaded as you scroll. If your report includes page headers or footers with [TotalPages] contained in a label, this is indicated with a +. For example: Page 1 of 4+.

In this case, the table of contents will also end with a message stating that it is incomplete. Once you have scrolled toward the end of the report, the page numbering will indicate the final page total and the table of contents will be complete if you scroll to it.

Exporting a report to PDF or another format prepares a report in its entirety all at once, including the final page total and a complete table of contents.

Viewing a table of contents in PDF format
Viewing a table of contents in PDF format

5. See also

Dundas Data Visualization, Inc.
400-15 Gervais Drive
Toronto, ON, Canada
M3C 1Y8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri