Notice: Video link in the bottom of article
In TARGIT, there are many types of templates and features similar to templates to help you create and maintain a certain design for your dashboards and reports:
- Dashboard templates (including templates for mobile devices)
- Report templates
- Textbox templates (useable as textboxes and as buttons in menu objects)
- Crosstab themes
- Reusable menus
This will help you a good part of the way, but what is not available is templates for graphical objects like charts and maps.
When you design a chart or map, you have a lot of different options that you can choose from. In a well-designed TARGIT portal, these choices should be as standardized as possible across all dashboards and templates.
Let me line up some of the choices you have to make:
- Do we use object titles?
- What about labels and mouse-over information?
- Do we have rules for scales on the measure axis of the column-, line- and barcharts?
- Do we even show the scale if there are few values with labels?
- And what about font and font sizes for all parts of the chart/map?
- What about colors? Drill colors?
When you get into the details, there are even more small choices - these should be part of a design guide that everyone can access.
An example of a design guide could look like can be found here: https://solutions.targit.com/default.aspx?doc=vfs://Global/Webinars/Portal%20Design/Design%20Guide.xview
But even with the design guide, you start from scratch every time you create a chart/map, and you will have to remember all this and do a lot of clicking to make sure that you're aligned with the setup of the rest of your TARGIT portal and your design guide.
Instead, make a collection of graph types that are formatted the right way according to your design guide, and then copy/paste from these every time you make a graph.
Here's an example of a simple version of such a collection:
Extra tip: This could also be a way to limit the number of different visualizations to the ones that the design guide allows.