Creating, Editing, and Managing Powerviews
advertisement
2011 Practice Management Annual Conference
Creating, Editing and Managing Powerviews
Ardavan Gurg, Pars Consulting Incorporated
Robert Rice, 35-45 Consulting-Dallas
September 24, 2011
Agenda
Introduction
Robert Rice
Powerview Basics
(BEGINNER)
Robert Rice
HTML Style Sheets
(INTERMEDIATE)
Robert Rice
Embedded SQL Reports
(ADVANCED)
Ardavan Gurg
Conclusion / Q&A
Robert & Ardavan
2011 Practice Management Annual CIC Conference
1
Robert Rice
•
Has Consulted on Time Matters since 1996
•
Has served 2 terms on the CIC Advisory Board
•
Owner of 35-45 Consulting-Dallas
•
Member of the 35-45 Consulting Group, LLC
35-45 offers a team of qualified
consultants located in Texas,
Oklahoma, New Jersey, Florida and
New Mexico.
We provide services nationally and
internationally to Law Firms and
legal professionals.
2011 Practice Management Annual CIC Conference
2
Ardavan Gurg
• Consulted on Time Matters for last 5 years
• Covers Seattle/Portland area but services entire U.S.
• Former Marketing Analyst at Merck & Co., Inc.
• Involved at the design and deployment of first true
Client Management System at Merck & Co., Inc.
• Running for CIC Advisory Board
2011 Practice Management Annual CIC Conference
3
Powerview Resource: Help File
http://pm.lexisnexis.com/support/servicecenter/cic/servicerelease/?id=10
7&uid={529269e7-e78a-41ce-bd65-543c076cfac6}
This help file covers many of the basics
2011 Practice Management Annual CIC Conference
4
Powerview Basics
Robert Rice
2011 Practice Management Annual CIC Conference
5
Powerview Basics
Overview
• Powerviews are preview areas on the lists that allow you to
see inside the record without having to open it
• Powerviews can show data from the record itself and also
from related records
• Powerviews are written in HTML – the language of web
pages
• Powerviews can pull data from Time Matters records but
also from external data sources (web, SQL Servers, other
programs)
2011 Practice Management Annual CIC Conference
6
Powerview Basics
Parts
• Two parts of the PowerView
• HTML file
• This is located under the designated Time Matters files
directory, then under “Template/Powerview” and then
under the folder for the corresponding list
• Powerview Setup in Time Matters
• This is set up either Program-Level or User-Level
• The PV setup links the HTML file to the list settings
2011 Practice Management Annual CIC Conference
7
Powerview Basics
Basic HTML Primer
• An HTML file is basically an ASCII text file written with
certain codes
• Most HTML have an opening token and a closing token
• HTML files are broken into three major parts:
<html></html>
begins and ends the whole file
<head></head>
designates the header section
<body></body>
designates the body of the file
2011 Practice Management Annual CIC Conference
8
Powerview Basics
Basic Time Matters HTML
• Fields from the record are enclosed in “French Braces” and the
core field name is used
• Example: {MAT:MAT_REF} is the Matter reference
• Related Records are embedded into a table. Rows of the table
are repeated automatically for as many records as are related
or until a certain specified count is reached
• Example:
<table data="{RELATED:RECS=TODO;ORDER=DESCENDING;COUNT=0}">
2011 Practice Management Annual CIC Conference
9
Powerview Basics
EXAMPLE: Creating a ‘Matter – To Do’ list
• Create a HTML file with any editor
• Create it in the subfolder for the desired list in the Time
Matters “files” folder
• Add the HTML files to either Program-level or User-level
Powerview settings
2011 Practice Management Annual CIC Conference
10
HTML Style Sheets
(Intermediate)
Robert Rice
2011 Practice Management Annual CIC Conference
11
HTML Style Sheets
Styles in Powerviews
• Styles are a way of reusing various settings in an HTML file;
they are sometimes called ‘CSS’ (Cascading Style Sheets)
• You can use styles to make VERY graphically impressive
Powerviews with MINIMAL work!
• Styles are either written directly into the HTML file or are
written into another HTML file and referenced from the
original HTML file
• Styles are tied to various elements in the HTML file
• <DIV>
• Tables, table rows, or table cells
2011 Practice Management Annual CIC Conference
12
HTML Style Sheets
Styles
• Add <STYLE> </STYLE> section in the <HEAD> of the HTML file
• Some common styles are:
Type
Command
Other options
Font color
Color:red
Red, green, black, etc.
Background color
Background-color:blue
Red, green, black, etc.
Font size
Font-size:large
Small, medium, x-large
Text alignment
Text-align:left
Right, center, justify
Font - Bolding
Font-weight:bold
Normal, bold, bolder
Font – line
Text-decoration:underline
Line-through
2011 Practice Management Annual CIC Conference
13
HTML Style Sheets
HTML Colors
• Colors can be expressed as names or as hexadecimal values. Google “HTML
colors” for a complete list
Color Name
Blue
BlueViolet
Brown
BurlyWood
CadetBlue
Chartreuse
Chocolate
Coral
CornflowerBlue
Crimson
Cyan
DarkBlue
DarkCyan
DarkGoldenRod
DarkGray
DarkGrey
DarkGreen
HEX
Color
#0000FF
#8A2BE2
#A52A2A
#DEB887
#5F9EA0
#7FFF00
#D2691E
#FF7F50
#6495ED
#DC143C
#00FFFF
#00008B
#008B8B
#B8860B
#A9A9A9
#A9A9A9
#006400
2011 Practice Management Annual CIC Conference
14
HTML Style Sheets
Example of Styles in Powerviews – To Do List View (Matter)
• In this example we will be tying a style to a row of a table
• Styles tied to table rows will start with ‘tr’
• The actual name of the style will come from the data of Time
Matters. That is, we will name the style the result in the data
that should cause the style to activate. The data cannot have
spaces.
• In this example we will use the “done” field; if the record is
done the field is “Y”
• tr.Y will be the style
• tr.Y {color: #999999;text-decoration: line-through;}
2011 Practice Management Annual CIC Conference
15
HTML Style Sheets
Another Example of Styles – Docs received checklist
• Set up a UDR as a “documents received checklist”
• Each field is a document needed. The field is a required
dropdown that has limited choices (e.g. Needed,
Received, Not_Needed etc.)
• An Auto-Entry form fills in all fields when created with
“Needed” and the user fills in “Not_Needed” or “Received”
• The Powerview shows each document with the status and
color based on the status of that field
• This creates a “Christmas Tree” dashboard that is only OK
when the entire board is green
2011 Practice Management Annual CIC Conference
16
Embedded SQL Reports
(Advanced)
Ardavan Gurg
2011 Practice Management Annual CIC Conference
17
Embedded SQL Reports
SQL Reporting Services Bible
Professional
Microsoft SQL Server 2008
Reporting Services
2011 Practice Management Annual CIC Conference
18
Embedded SQL Reports
SQL Server Reporting Services
• Free as part of SQL Server 2008 R2 Express
• Low server overhead
• Can access any part of TM, PCLaw or other SQL databases
• Full SQL security features built in
• Fast
• Minimum user learning curve – access via an internal web
address
2011 Practice Management Annual CIC Conference
19
Embedded SQL Reports
One Simple Command to Embed SQL reports: <iframe>
<iframe border="0" frameborder="0" name="Outline"
src="http://ServerName/ReportServer/Pages/ReportView
er.aspx?%2fFolderName%2fReportName&amp;rs:Comma
nd=Render&amp;Paramater={ParamaterValue} "
style="width: 100%; float: center;" height="1200“
scrolling="no">
</iframe>
2011 Practice Management Annual CIC Conference
20
Embedded SQL Reports
SQL Server Reporting Services
Examples:
• Timeline of Events for a Matter
• Elements of Outline for Outline records
• Dashboards
2011 Practice Management Annual CIC Conference
21
Embedded SQL Reports
Timeline Powerview
2011 Practice Management Annual CIC Conference
22
Embedded SQL Reports
Outline Powerview
2011 Practice Management Annual CIC Conference
23
Embedded SQL Reports
Dashboard/Guage Example
2011 Practice Management Annual CIC Conference
24
Conclusion
Questions & Answers
Ardavan Gurg & Robert Rice
2011 Practice Management Annual CIC Conference
25
VOTE FOR ARDAVAN!
2011 Practice Management Annual CIC Conference
26
