docs(viewer): document the PDF context-menu export

The context menu now offers PDF alongside CSV and Excel, and the three are "what you see" exports rather than the backend download, so say what that means and what the PDF option does not do (5000 row cap, monospace, Western European characters only).
Merge pull request 'docs(va): in-report screenshots for the mapping and the banner' (#30 ) from docs/va-in-report-images into main
2026-11-01 19:12:27 +00:00 · 2026-10-29 14:38:26 +00:00 · 2026-10-29 14:25:32 +00:00 · 2026-10-29 13:26:13 +00:00 · 2026-10-29 12:59:06 +00:00
5 changed files with 5 additions and 7 deletions
@@ -49,7 +49,9 @@ The Download button gives several options for obtaining the current view of data

 Note - if the table is registered in Data Controller as being TXTEMPORAL (SCD2) then the download option will prefilter for the _current_ records and removes the valid from / valid to variables.  This makes the CSV suitable for DC file upload, if desired.

-Note that all the above items are exported from backend.  There is also a _frontend_ context menu that can be used in the VIEW screen (right click menu) for quick export into CSV or Excel formats.   
+Note that all the above items are exported from backend.  There is also a _frontend_ context menu that can be used in the VIEW screen (right click menu) for quick export into CSV, Excel and PDF formats.  These frontend exports are "what you see": they cover the grid as it is displayed (the current selection if you have one, otherwise the whole table, with hidden columns omitted), so they honour your on-screen filters and labels but are not a substitute for the backend download when you need the full table.
+
+The PDF option produces a paginated A4 landscape document with the column headers repeated on every page.  It is limited to the first 5,000 rows, uses a monospace font, and covers Western European characters only - anything outside that character set is shown as `?`.  For a typeset report with your company branding, use the backend download instead.

 ### Web Query URL

@@ -73,7 +73,7 @@ Repeat the parameter to add mappings.  A report with two tabs, each holding its
 | Tab 1 | `...?embed=va&va_parmap=REGION_TAB1-REGION` |
 | Tab 2 | `...?embed=va&va_parmap=REGION_TAB2-REGION` |

-The applied filter is visible in the editor, above the grid - here the parameter `DROPDOWN_TAB1` filtering `SOME_DROPDOWN`, which is not its name:
+The applied filter is visible in the editor, above the grid - here the parameter `DROPDOWN_TAB1` filtering `SOME_DROPDOWN`, which is not its name (the date parameter beside it is name-matched, which is the default):

 ![A va_parmap mapping filtering a column](img/va-parmap-filtered.png)

@@ -120,11 +120,7 @@ A mapping can resolve the parameter value through a **named date anchor** before
 https://yourserver/DC/#/editor/<library>/<table>?embed=va&va_parmap=SELECTED_DATE-D_DATE:ADD(QUARTER_START,-1)
 ```

-A report that sends `SELECTED_DATE = 27FEB1961` then filters `D_DATE` on 1961-02-27 **and** 1960-10-01 - the selected date, plus the same point one quarter earlier:
-
-In the screenshot below the mapping is `SELECTED_DATE-SOME_DATE:ADD(QUARTER_START,-1)` against the demo table, and the parameter sends 27FEB1961:
-
-![A date anchor applied to the filter](img/va-parmap-transform.png)
+A report that sends `SELECTED_DATE = 27FEB1961` then filters `D_DATE` on 1961-02-27 **and** 1960-10-01 - the selected date, plus the same point one quarter earlier.

 The clause carries both values, so the row for the selected date and the row for the previous quarter are both included.
Author	SHA1	Message	Date
dc	7721bf4c15	docs(viewer): document the PDF context-menu export The context menu now offers PDF alongside CSV and Excel, and the three are "what you see" exports rather than the backend download, so say what that means and what the PDF option does not do (5000 row cap, monospace, Western European characters only).	2026-11-01 19:12:27 +00:00
allan	428e8e7fa1	Merge pull request 'docs(va): in-report screenshots for the mapping and the banner' (#30 ) from docs/va-in-report-images into main Publish to docs.datacontroller.io / Deploy docs (push) Successful in 1m4s Details Reviewed-on: #30	2026-10-29 14:38:26 +00:00
dc	c7bbdee3c6	docs(va): in-report screenshots for the mapping and the banner Both images on the embed page were still captured from a local sandbox with the editor as the top-level document, so neither showed the report around it. - va-parmap-filtered.png: the report viewer, prompt DROPDOWN_TAB1 (relabelled on the report, not matching any column) and SOME_DATE, with FILTER : ( ( SOME_DROPDOWN = 'Option 1' AND SOME_DATE = '01JUL1960'd ) ) over 21 rows - the mapped parameter filtering a column that is not its name - va-parmap-banner.png: the same object with a malformed entry (va_parmap=SOME_DATE, no hyphen), showing the warning banner over a populated, filtered grid The caption for the mapping now says the date parameter beside it is name-matched, which is what the picture shows. va-parmap-transform.png is removed rather than replaced: the deployment used for these captures predates the ADD/RANGE work, so there is no honest in-report picture of a date anchor to take, and a sandbox capture would be the one image on the page without the report around it. The section keeps the syntax, the anchors and the examples table.	2026-10-29 14:25:32 +00:00
allan	86eab571c0	Merge pull request 'docs(va): two-parameter report shot with a date literal' (#29 ) from docs/va-report-screenshots into main Publish to docs.datacontroller.io / Deploy docs (push) Successful in 1m6s Details Reviewed-on: #29	2026-10-29 13:26:13 +00:00
allan	bd736bc91c	Merge pull request 'docs(va): show Data Controller inside a real VA report' (#28 ) from docs/va-report-screenshots into main Publish to docs.datacontroller.io / Deploy docs (push) Successful in 1m6s Details Reviewed-on: #28	2026-10-29 12:59:06 +00:00