Desktop Publishing Tags

After you create or import your desktop publishing styles, you can use them in CDM to add tags to specific content in Excel objects for desktop publishing applications such as Adobe™ InDesign. In the Excel objects, you can create and edit tags, or references to your tags.

View and Navigate Desktop Publishing Tags

To view desktop publishing tags in the Excel object and move from tag to tag:

1. Open the report that you want to work with.
2. To view the list of tags that are available, open an object and click Show Tags in the Report Object tab on the ribbon. The Tag Explorer opens, containing a list of all desktop publishing tags, along with information on the content that is referenced by each tag.
   • To view all tags in the selected report object, click Show all tags in > Selected report object.
   • To view all tags in the entire report, click Show all tags in > Report.
3. To view tags that exist in an Excel object, open the object and check it out, then click Highlight Tags.
4. To move from one existing tag to another in an Excel object, check out the object, and then click Go to Next Tag or Go to Previous Tag.

Edit a Desktop Publishing Tag

You can change the name of a tag and the desktop publishing style that is associated with the tag.

1. Open the report that you want to work with.
2. To view a list of tags that are available, click Report Object > Show Tags.
3. In the Tag Explorer, click the tag that you want to work with and click Edit.
4. In the window that opens, you can change the name of the tag. The new name must be unique, and blank spaces at the beginning or end of the name are not allowed.
5. You can also change the desktop publishing style that is applied to this tag. Select the style from the list or type the name of the style until it appears in the list.
6. Click OK. The desktop publishing tag appears in the Tag Explorer with the changes that you made.

Edit a Reference to a Desktop Publishing Tag

To edit the reference of a tag and select different content:

1. Open the report that you want to work with.
2. Check out the Excel object where you want to edit a reference to a desktop publishing tag.
3. To view a list of tags that are available, click Report Object > Show Tags.
4. In the Tag Explorer, click the tag that you want to work with, and expand its hierarchy.

   Tip: To access commands for expanding or collapsing a hierarchy, right-click any tag.

5. Ensure that the report object is the active document on your screen. To find the appropriate report object, right-click the referenced content and click Navigate to Report Object.
6. In the report object, select the new content. You cannot select content that is already tagged.
7. In the expanded hierarchy, click the referenced content that you want to replace with the newly selected content and click Edit.
8. In the window that opens, compare the content in the Preview of Current Content section with the content in the Preview of Selected Content section. If you are satisfied with the replacement, click OK.
9. Check in the report object.
10. If a message indicates that some items from the Tag Explorer might be out of date, click Refresh Now. The desktop publishing tag appears in the Tag Explorer with the changes that you made.

Delete a Reference to a Desktop Publishing Tag

If necessary, you can delete the reference to a desktop publishing tag in CDM that was originally added to a report for use in a desktop publishing application such as Adobe™ InDesign.

In particular, you should delete orphan tags. Orphan tags are desktop publishing tags that exist in the database but were deleted from the associated report object. An orphan tag is sometimes created when the content is deleted before the tag is removed. When you create a tag and then check in a report object without saving, the next time the report object is checked out, the reference from that tag is no longer available.

If a tag contains an orphan reference, you can see a check mark in the Is Orphan column of the Tag Explorer. If one tag contains both orphan reference content and valid reference content, you can see an exclamation mark in the Is Orphan column of the Tag Explorer.

If a tag contains only one item of referenced content and you delete the referenced content, you automatically delete the tag also.

Important: If you delete the reference to a desktop publishing tag, you cannot undo your action. Proceed with caution.

To delete the reference to the tag:

1. Open the report that you want to work with.
2. Check out the Excel object where you want to delete a reference to a desktop publishing tag.
3. To view a list of tags that are available, click Report Object > Show Tags.
4. In the Tag Explorer, click the tag that contains the reference that you want to delete, and expand its hierarchy.

   Tip: To access commands for expanding or collapsing a hierarchy, right-click any tag.

5. Ensure that the report object is the active document on your screen. To find the appropriate report object, right-click the referenced content and click Navigate to Report Object.
6. In the expanded hierarchy, click the referenced content, and click Delete.
7. Click OK.