Manage infographic templates

An infographic template is a predesigned file used to create infographics quickly without having to format them. Choose a template and run it for one or more sites to create infographics. You can use an existing infographic template as a model to build a template of your own.

You can set a template as the default infographic, build infographic templates, and share customized templates with other users. You can also add templates to your My templates tab and create a blank layout template.

Set the default infographic

The default infographic runs automatically when you click Infographics in a site's pop-up menu. It can be useful to set your most frequently used infographic as the default infographic. To set an infographic template as the default, do the following:

1. Click Reports, and click Build reports. Click Build infographics.

   The infographic builder appears.

2. Hover over a template and click Options . Click Set as the default infographic.

   The infographic template is set as the default and runs automatically from sites' pop-up menus. You can also change the default infographic in the app preferences.

Alternatively, when you run an infographic, do the following to set the default infographic:

1. In the infographic player, expand the infographics drop-down list to view all available infographics.
2. Find an infographic template in the list, click Options , and click Make default to set it as the default infographic.

Share an infographic template

When you share an infographic template with other users, they can run it for their sites. They are also able to save and modify it, allowing you to collaboratively create custom infographics. To share a template with other users in your organization or groups, do the following:

1. Click Reports, and click Build reports. Click Build infographics.

   The infographic builder appears.

2. Click the My templates tab.
3. Hover over a template in the Created by me section and click Share template .

   The Share report template window appears.

4. Check the check boxes to select the users you want to share the template with:
   • Check the Entire organization check box to select all users in your organization.
   • Check the My groups check box to select all users in all your groups.
   • Check individual groups' check boxes to select users in those groups.
5. Click Share.

   The infographic template is shared with the users you selected and appears under their Shared templates tab. Users may need to click Refresh to see it. Users can run the shared infographic or modify it by opening and saving it to their My templates tab. If you shared a blank template, users see it under the Blank templates tab.

To share a template with users outside your organization, download it as a file and send it to them. They can then add it manually. See Add a template from a file.

Note:

Shared infographic templates require all supporting items to also be shared. For example, if custom data and layers used in your template are not shared, there will be missing or N/A values when others view the infographic.

Download a template as a file

To download an infographic template as a file, do the following:

1. Click Reports, and click Build reports. Click Build infographics.

   The infographic builder appears.

2. Hover over a template and click Options . Click Download this template as a file.

   The infographic template is saved on your machine as a .brpt file.

Tip:

Although you can only run an infographic template for the data source where it is available, you can download it as a file and manually add it for another data source. If the infographic contains variables not supported in the other data source, you must remove them or replace them with supported variables prior to saving the infographic.

Add a template from a file

To add a template saved as a file on your machine, do the following:

1. Click Reports, and click Build reports. Click Build infographics.

   The infographic builder appears.

2. Click Add template and then click Add template from file.
3. Select the template's .brpt file on your machine.
4. In the Save infographic window, provide a title for the infographic template and click Save.

   The template is added to the My templates tab.

Create a blank template

To create a blank template with a custom grid, do the following:

1. Click Reports, and click Build reports. Click Build infographics.

   The infographic builder appears.

2. Click the Blank templates tab.
3. Click Create custom template with grids.
4. Under Choose base element size and your desired layout, do one of the following:
   • Drag the element size handle to specify the dimensions of the elements in the template.
   • Click the boxes in the Layout pane to specify the number of rows and columns for the grid.
5. Click Next.
6. Optionally, adjust the template's layout by doing one of the following:
   • Click Add column, Remove column, Add row, and Remove row to modify the grid.
   • Drag grid lines to change cell width or height.
   • Hover over cells and click Merge to combine cells. To divide cells you merged, hover over the cell and click Split.
7. Click Save & open.

   The Save infographic template window appears.

8. Provide a title in the Title field and click Save. Click Show infographic metadata to view and edit the metadata for the template.

   The blank layout template is saved under the Blank templates tab and opened in build mode. You can continue and build an infographic template from this blank template or click Cancel to exit the build mode.

Replace missing variables in infographic templates

When data is updated, some variables in your infographic and report templates may not be available in the current data source. You must manually replace or remove these missing variables.

1. In the infographic builder, hover over a panel that contains a variable marked with a red icon. Click Edit .

   The panel opens in edit mode. Variables that are missing from the main panel are marked as Missing. Variables that are missing from an interactive experience are marked with a caution symbol.

   Variable missing
   Variable missing in interactive experience

2. To remove or replace missing variables, do the following:
   1. Click the Selected variables drop-down menu.
   2. To remove a variable, click Remove variable .
   3. To replace a variable, click Replace variable and use the data browser to select a new one.
3. To remove or replace missing variables in an interactive experience, do the following:
   1. Hover over the variable and click Interactive experience .
   2. Hover over the interactive experience panel and click Edit .
   3. Edit the variables in the element. For example, in a chart, click Edit chart data and remove the missing variables. Use the data browser to select new variables.
   4. Click Apply and click Close.
4. When you are finished replacing variables in the infographic, click Save.