Governance – design template

Although we may think that we should create a design template before creating the first application, it is often better to do so once we've created the first application. After we've made the design adjustments that the business user requests then we can use that application as a template for future ones.

We convert the first QlikView application into a design template by first leaving only the sheets with unique layouts. A layout may include a background, a logo, a sheet title, and lines that separate sections. We may also leave a few example objects, such as list boxes and charts, that serve as references when we create the actual objects that are specific to the each perspective. We save this template into a new QVW file and use a copy of it every time we create a new QlikView application. The following image shows an example layout that we use as a design template:

Governance – design template

When we create the actual objects for a QlikView application, we can either use the Format Painter Tool to transfer the property options of the existing reference objects to the new ones, or we can create a simple QlikView theme based on an existing chart. The key to making an effective theme is to not over fit the design. We should only be concerned with simple properties, such as borders and captions. Let's create a simple theme and enable it to be used to create all new objects from this point on:

  1. In the Properties dialog of the pareto analysis, let's click Theme Maker… in the Layout tab.
  2. We select New Theme and save our theme as Basic_Theme.qvt in C:QlikSourceData99.Shared_Folders9.Misc.
  3. We select Object Type Specific and Caption Border.
  4. In the Object Type Specific properties, we select only Axis Thickness, Axis Font, Axis Color, and Chart Title Settings.
  5. In the Caption and border settings, we leave the default selections.
  6. In the last step, select the option to Set as default theme for this document. We can also change this setting in the Presentation tab of the Document Properties.

We will now save a few seconds every time we create a new chart object. We should repeat the same procedure for any other objects we frequently create.Also, if we notice any other repetitive design changes that we are making to new objects, we can update the theme using the same Theme Maker wizard.

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