Course Description
Welcome to this functional course covering the Publish module. In Publish, you’ll build templates comprising data visuals, illustrations and text. Once designed, you can then “run” your templates (on a scheduled basis) producing ‘materialized’ reports in formats like PDF, Word Documents or PowerPoint presentations, which can then be distributed and shared with colleagues and other recipients.
This training is based on Pyramid 2023.01. You can take this course using the Explore server (sign-up for access), or downloading and installing the Publish 2023 resources and the training models in your own environment.
You will learn:
- How to create a publication (with cover and content templates)
- Adding different content
- How to define publication schedules, such as email distribution
- Advanced publication options such as page repeaters, page triggers and report triggers.
Course Content
UNIT 1: GETTING STARTED
Walkthrough 1: Introduction and Workspace Overview
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Walkthrough 2: Creating a Cover, Content and Table of Contents Page
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Walkthrough 3: Building pages
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UNIT 2: DYNAMIC FEATURES
Walkthrough 4: Dynamic Placeholder
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Walkthrough 5: Dynamic Text
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UNIT 3: PUBLISHING AND OUTPUT
Walkthroughs 6-8: Scheduling a publication
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UNIT 4: ADVANCED PUBLICATION
Walkthrough 9: Page Repeaters and Page Triggers
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Walkthrough 10: Report Triggers
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Walkthrough 11: Introduction to Flow Visual
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Walkthrough 12: Cross Model Mapping
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