Publication Assets in Publish Pro

After you have added visuals to your publication, you might also want to add other assets (text and images) that describe, illustrate, and provide insights to your pages. These items may professionalize your document, adding logos and icons. They may also help your readers to understand the document and its layout, using generated insights, explanatory text, tables of contents, and so on.

These assets can include:

  • Static images, shapes, and text.
  • Variable text fields whose content gets replaced with page or publication details when the document is built. This includes "insights," that provide an AI-generated analysis of your page content.
  • Dynamic text and images that respond to changes made in underlying data and based on the interactivity enabled by slicers. Images may change color, size, and so on. Text may be replaced with content from (or calculated from) the underlying data model. These dynamic changes reflect selected values when the publication is built.

Adding static assets

You can add static content to your pages to improve their appearance and comprehensibility. This includes adding text that acts as a title, header, or explanatory note, adding shapes such as info icons or other eye-catching graphics, or including images from your local machine. Adding these items improves the appearance and readability of your pages, providing context that helps your user to understand the visuals and analytic data on the pages.

Adding variable text fields

You can add #variables to your pages or your page masters that are replaced with values from your publication when the output document is built. These variables can be replaced with page numbers, the current date, the author's name, and so on, and can be added either to a particular page or, if you want them to appear on every page, to the master.

Dynamic assets

The images and text in your publication can be "dynamic;" that is, they can take different values depending on your slicer selections or they can be replaced with the latest values from your analytic data underlying the pages. It is important to note that, unlike presentations, the user is not interacting with their publication "at runtime," the dynamic fields are replaced with updated data when the document is built, not by a viewer interacting with the document.

Integrating dynamic content from Illustrate

Integrate those dynamic images and dynamic text illustrations ("infographics") that have been created in Illustrate, into your publication. The dynamic functionalities defined in Illustrate (changing color, size, rotation, volume, showing or hiding) can be further driven by the values selected from slicers in Publish.

Creating dynamic text

Add text to your page whose content is pulled or calculated from the current data in your data model at build time. For example, if you have a returns column in a Matrix Grid, you can add a dynamic value to the text in your page that is replaced with the current "total returns" value when the publication is built.

Replacing dynamic placeholders

Add a text box to your page that includes one or more placeholders, each of which should be replaced with values that are either selected from a slicer or are built dynamically by applying a PQL expression to the value selected from the slicer when the publication is built.