These simple steps will walk you through the process of inserting a text or header widget into a template and customizing the formatting to match the look and feel you're aiming for.
Section Links
Inserting a Text Widget
Text widgets are perfect for adding commentary or guidance to a template or acting as a placeholder to add notes and commentary once your report is run.
1. Access the NinjaCat Template Builder
2. Select the desired template page
3. Click to open the Typography section of the Widget Browser near the right
4. Click on the Text icon to insert a new text box
5. Double click into the text box to modify the text
6. Click off the text box and back onto it until you see a blue line surrounding it. You can now resize by dragging the blue circles and reposition the widget to wherever you want it to be on the page.
NinjaNote: Use the yellow snapping lines (ensuring snapping is switched on at the bottom right of your screen) to line up your text widget exactly with other widgets on your template page.
Inserting a Header Widget
Header Widgets are the perfect way to guide a user through your data story. You can use them to title pages, sections, charts, and tables.
1. Access the NinjaCat Template Builder
2. Select the desired template page
3. Click to open the Typography section of the Widget Browser near the right
4. Click on the Header Icon to insert a new Header Widget.
5. Double click into the Header widget to highlight the text and modify it to create your own header
6. You'll see under the properties section of the widget inspector on the right-hand side of the screen that you have 6 options to choose from, each representing a specific header style. The settings for these are defined in the Global Settings area. Select which of the header types is the most appropriate for your use case.
5. Click off the Header widget and back onto it until you see a blue line surrounding it. You can now resize the widget by dragging the blue circles and reposition the widget to wherever you want it to be on the page.
Formatting Your Widgets
NinjaNote: A handy tip is to set your Global Settings up before you start your template. That way, as you work, you can see what your defaults look like, and modify them as you go along. We'd always recommend making your Global Setting changes first, and then modifying individual text or header widgets afterward.
There are 2 ways to modify Text or Header widgets. By double-clicking on the text or header, you can modify it to read whatever you like, and the only limit to how much text you can include on your page is real estate - ie the available space on the page.
Option 1: Modifying the widget formatting via Global Settings:
- Click on the globe icon (fourth of four icons in the top right) in the inspector
- Click on the tab labeled 'Styles'
- Scroll down to the 'Typography' subsection. From here you can change the default font type, weight, and size of the text used in all text widgets in your template. You can also change the alignment, vertical alignment, text color, and text box fill color.
- The next subsection you'll see is broken down into 6 sections H1 to H6. Each of these tabs represents a Header Style.
- In this section, you can modify the default settings to be used for each of the 6 preset Header styles individually.
NinjaNote: Please be aware if you've already used the widget level formatting to change the text widget or header widget, the global settings level changes will not impact that particular widget.
Option 2: Using the in-page text formatting options.
- In a Cover Widget, Text, or Header Widget double-click on the text you'd like to reformat which will highlight it. This will open up a bar of formatting options directly at the top of the template editor.
- This allows you to format an individual section of the text or header to something other than the default. You have the same options as in the Global Settings, but with the addition of the options to Italicize, Underline or Strike Through the highlighted text.
In the formatting toolbar, you also have the options to:
- Highlight
- Change the Paragraph Style (these are defined in style at the Global Settings level in the Typography section)
- Realign the text
- Include an ordered (numbered) or unordered (bullet-pointed) list
- Remove all formatting
- Include a table
- Insert a Vertical Line.
NinjaNote: If you reformat a section of text using the in template builder formatting tools, and then delete all of the text from that widget, the settings will revert to the defaults, as found in the Global Settings.
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