microstrategy report services document creation guide. English Deutsch Français Español Português Italiano Român Nederlands Latina Dansk Svenska Norsk. microstrategy report services document creation guide

 
 English Deutsch Français Español Português Italiano Român Nederlands Latina Dansk Svenska Norskmicrostrategy report services document creation guide  Report Services documents are an excellent source of summarized data from related areas of analysis

Once at MicroStrategy’s Collections page, select “MicroStrategy REST API Workflows”. For further information on ODBC DSN configuration, consult the MicroStrategy Installation and Configuration Guide (InstallationConfig. The list of privileges and their descriptions can also be found in the MicroStrategy - System Administration Guide that comes with the product documentation. Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. MicroStrategy Distribution Services,. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. Preview Feature: A new data. Transaction data submitted during offline mode (a local transaction) is written back to the local dataset when the Internet connection is reestablished, and any document pointing to this local dataset receives this transaction. 4. Create Dossier: Create a new dossier. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. Right click on your drop down selector and choose Properties and Formatting. MicroStrategy Report Services Document Creation GuideA MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. To Create a Transaction Services Report. To open documents in various modes. How. 1. Right-click and go to the Properties and Formatting of the Submit button. Reviews aren't verified, but Google checks for and removes fake content when it's identified . Calculated expressions are created using text fields and require braces { } around the. Workstation is the only space for analysts and app architects to build and manage content of all types. WORKAROUND Users can create outline mode Grids in MicroStrategy that are eight levels or less. vi © 2016 MicroStrategy, Inc. Both dashboards and documents are powerful methods for exploring data and visualizing trends, but which one is better for a given project?MicroStrategy Platform-intelligence server is an improved testing system for big business questions. The first thing to know about this Microstrategy version 10 is that it contains an essential piece called Desktop. Execute the document and the R generated. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is. In the first step we creat the metric with the equation: RunningSum (Sum (1)) 2. A MicroStrategy Report Services document contains datasets from one or more reports. When the request is received, MicroStrategy Web application uses this value to redirect the request to the target associated with this. 1m Boot Up to Ubuntu, Fedora, KNOPPIX, Debian, openSUSE, and 13 Other Distributions Document Analysis Guide for MicroStrategy 10 MicroStrategy Report Services: Documents and Dashboards CCNP Security SISAS. In general, report creation in MicroStrategy is. You can include a security filter as part of an XQuery report to restrict the web services data that a MicroStrategy user can access. x. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. Using of MicroStrategy Report Services documents, you can create scorecards and dashboards. How to make grid in the exported PDF show within one page if the grid in a document is wide in MicroStrategy Ana… Number of Views 736. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. You can create an indented grouping of related data on a grid report or a Report Services document by organizing the data into a standard outline style. High-quality, Pixel Perfect documents allow you to display your business data in a user-friendly way that is. Page component that should handle the action and the event. Additionally, those files (containing millions of rows) were being completely refreshed every hour. Login to Postman and search for MicroStrategy in the homepage search bar. . Create a Transaction Services Document based on the report "Report Item Orders" in the MicroStrategy Tutorial Project. 2. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 1The single dimension table of a Star schema consists of aggregated data while the data is split into various dimension tables in a snowflake schema. Answer: Go with dossier. A Report Services document of this type is a visually intuitive display of data that summarizes key business indicators for a quick status check. Reports and documents are the objects that. Place an image or auto text field in a MicroStrategy Report Services document. To not create messages for documents when they are. The text field for new notes opens. Excel: This allows the user to export the document to Microsoft Excel in . Detailed examples of advanced reporting functionality can be found in the Advanced Reporting Guide. Create and save the prompt. ' In order to create an HTML document, choose a new 'HTML Document. Use selectors to flip through the panels in a panel stack or display different attribute elements or metrics in a grid or. Datasets define which information the Intelligence Server should retrieve from the data warehouse or cache. . The following steps describe how to create a link to a MicroStrategy Web report in a document so that users can click on the link to execute the report. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. CAUSE This is a limitation of Microsoft Excel. Report Services documents are an excellent source of summarized data from related areas of analysis. Samples of each type of application object are located in the Public Objects folder in the Tutorial project. This document provides the steps to accomplish the same. It also includes predesigned sample reports. Reporting Guide. 3. Right-click in an empty area on the right side of. Many customers and partners from over 800 different organizations have benefited from MicroStrategy instruction. What’s new in this guide MicroStrategy 10. For information about how result (report or document) caches are used in MicroStrategy, see Result Caches. For more information regarding this feature, refer to following technical note: KB44090: Passing all selector values across Report Services Documents using Edit Links. 2048001 - executeRWDocument. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. 4. The Create Report and Create Document buttons will be. For more information on this, see the Advanced Reporting Guide. Consider the following example: In MicroStrategy Tutorial, create a simple attribute off the LU_YEAR table and name it "DELETE ME". English Deutsch Français Español Português Italiano Român Nederlands Latina Dansk Svenska Norsk. The New Grid dialog box opens. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2 Openingareport 6 Componentsofareport 7MICROSTRATEGY INCORPORATED OR ANYONE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION, INCLUDING, BU T NOT LIMITED TO, THE IMPLIED WARRANTIE S OF MERCHANTABILITY AND FITNESS FOR. MicroStrategy Freeform SQL reports, in which the SQL is entered directly into the interface. In case of multi-pass reports all passes for a MicroStrategy job are. While you can connect an older MicroStrategy Developer client to a newer Intelligence Server (such as an 8. Report designers can read detailed information with examples on how to create report objects and design reports, in the Advanced Reporting Guide. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. Create a new Report Services document with the report as a dataset. The object's editor or wizard opens. 11: 1. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. Click the down arrow next to data > choose "Hide nulls/zeros" to enable the hide nulls/zero option. You. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. This Technical Note describes how user can ensure that a grid won't overlap with other objects in the returned data of MicroStrategy 10. Toolbar Options. : To allow users to use local transactions during offline mode, select Enable smart client in the Document Properties dialog. Detailed information to creation the modify Report Services. Dashboard-style Documents. Repeat Steps 3 through 6 using a second grid that displays 'Profit'. Save the workflow in . Insert an image object specifying the folder path into which R will create an image file based on the metric values. It allows users to retrieve more information after the document has been executed. 1 CONTENTS BookOverviewandAdditionalResources vi Aboutthisbook vii Resources viii Feedback xvi 1. In a text editor (such as Notepad), enter the command line statement that the task scheduler should execute. (For details on Information Windows, see the Mobile Design and Administration Guide. This report must contain the input object for each value that you want to allow users to change. You will also learn how to export and distribute your documents in different formats, such as PDF. If you have not executed a written or. Out-of-the-box S3 connector was unable to fulfill those requirements (file type, authentication method, merging. Under Collections, click on the the “…” next to. From Design Mode or Editable Mode, click the Presentation Mode icon . Grid: Displays the Grid/Graph as a standard MicroStrategy grid report with rows and columns of attributes and metrics, as. In the Source area, select a database instance for the database to access using Freeform SQL. For information about creating selectors, see the Report Services Document Creation Guide. Using grids and graphs as selectors in MicroStrategy Report Services Documents KB485724 | Knowledge Article | 81 Views | Oct 19, 2022 This article. Chance the cover page to an image of your choosing. MicroStrategy Report Services Document Creation Guide . Drag the dataset to grid into document. Create a selector on metrics, targeting the graph in step 3. This section describes the ways in which you can design and create a MicroStrategy Report Services document. Report Services Document Analysis Guide - MicroStrategyA report is a MicroStrategy object that represents a request for a specific set of formatted data from your data source. The document is available in PDF format for. Create a new document. This section describes procedures for grouping and sorting records in a MicroStrategy Report Services document. Report Services Document Creation Guide: Creating Boardroom Quality Documents. 4. To Create a Transaction Services Report. Providing analysis and interactivity: Widgets; Editing documents in full screen; Formatting a document; Copying panel. Use the Blank Document template to create a traditional document. First, you open a blank document and select a report to use as the document's dataset. MicroStrategy Intelligence Server provides one centralzed architecture for all users' monitoring, reporting and analysis requirements. Version 9. If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. Lookup table for the Cache Hit indicator: • 0: Reserved. • The following steps explains how to enable Drilling from MicroStrategy Desktop. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. A section of a document is a portion of the document that is commonly used for a specific purpose or certain type of information. Design and Administration Guide: A Platform for. To benefit from the latest functionality available in this version of MicroStrategy Platform Analytics, an administrator must upgrade the MicroStrategy system, including Platform Analytics. MicroStrategy Mobile is an application for mobile devices that allows analysts to view, refresh, and analyze MicroStrategy reports and Report Services documents. Save the report. Under General go to the server section. 1 SAP Project Management Pitfalls Dashboards and Widgets Creation Guide for MicroStrategy 10 Document Analysis Guide for for MicroStrategy 9. This data is positioned and formatted, resulting in a single display of presentation quality. In MicroStrategy Web, open the document in Design Mode. A portable document contains all the design of the document without the data, allowing you to copy documents between projects, even when the projects do not have the. web services, and XML documents Enliven reports with interactive features, such as hyperlinks, tooltips, and. When subtotals are enabled on a Microstrategy Desktop report, attributes in a page-by are defaulted to display "Total" as the last option in the drop-down box. Document Creation Guide This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using. If excutionMode is not provided in the URL, by default PDF will be used as executionMode. The real-time information from the web or the formatted HTML is displayed within the HTML container, in the following modes in MicroStrategy Web: You can create HTML containers using either of the following methods: You can display a website by typing a URL in the HTML container. A MicroStrategy Report Services document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time, along with images and text. 3. Advanced Metrics, explains level metrics, conditional metrics, transformation. This helps users discover new content and insights from both Report Services documents and. Check the option to 'Open in new window'. Version 9. A MicroStrategy Report Services document contains datasets from one or more reports. To create History List messages for Report Services documents that are exported to other formats, select the Save exported results for interactive executions sent to History List check box. Double-click the Grid/Graph to edit it. Installation and Configuration Guide for MicroStrategy 9. Browse and incorporate these templates into your own data dashboards. Document Creation Guide. Create a report services document and add report “Survey” as dataset. 1. To create a Filter derived elementCreate a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. To start MicroStrategy Web: 1 In a browser, enter the URL of your company’s MicroStrategy Web site. Right-click the attribute to create or modify derived elements for, and click Derived Elements. When 'Save Options' appear, choose the first option, as shown. 5. ‎Informática e Internet · 2015In MicroStrategy Web, open the document in Design or Editable Mode. Business Intelligence & Analytics SolutionsThe MicroStrategy Basic Reporting Guide describes the steps for a business analyst to execute and analyze a business report in MicroStrategy Developer and MicroStrategy Web. 1 Document Number: 09500931 Second Edition, version 9. First, you open a blank document and select a report to use as the document's dataset. 4. 3) Click on Browsing. MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal, MicroStrategy Distribution Services, MicroStrategy Report Services. See the Dashboards and Widgets Creation Guide for steps to create selectors. Dashboard AnalysisGuide, which provides abasic understanding of how to manipulate the data in a document or RS dashboard to analyze business information. 3. For information on using the Freeform SQL Editor to report on third-party web services. This technical note explains how to display both value and percentage in a pie chart in MicroStrategy Developer Report Services Documents The following steps describe how to have both the value and percentage displayed in a pie chart in MicroStrategy Developer 9. You can use MicroStrategy Web to create a Grid/Graph that contains objects from multiple dataset reports. Enable MicroStrategy Office and Web Integration. Before MicroStrategy 10. A sales team might use a business dashboard to connect. Cloudera CDH Hadoop Gateway System. 0 Crashes when running a Report Services Document in Flash Mode. For information on privileges and permissions, see the MicroStrategy System Administration Guide. 2. x:In MicroStrategy Narrowcast Server 9. 1 these privileges. 3. This article describes how to create a link to execute a report with answers to an attribute element list prompt using URL API in MicroStrategy Web 9. It builds on the basic concepts about documents presented in the Document Creation Guide. 2. While you can connect an older MicroStrategy Developer client to a newer Intelligence Server (such as an 8. The Properties and Formatting dialog box opens. From Design Mode or Editable Mode, click the Presentation Mode icon . The Tutorial project includes sample data, such as actual customer names and items purchased. How to save the expand / collapse state in outline mode in a Report Services Document for MicroStrategy Web 10. Upgrade Guide Version 10 Document Number: 09321000. . In microstrategy web, open the document in design or editable mode. This document provides the steps to accomplish the same. ; On the Freeform Sources tab, select Create Transaction report. For more information, see the Document Creation Guide. Using the Derived Elements Editor: Using the Derived Elements Editor provides the full. (To follow the examples in this guide, click MicroStrategy Tutorial . It's being used even in the biggest financial, telecom and manufacturing organizations in the World. Press the SHIFT key while dragging and dropping the above report to the document design area. Tutorials Choose your MicroStrategy version: New in MicroStrategy 2021 HyperIntelligence® Smarter, Faster Decisions HyperIntelligence® embeds analytics,. Add the report created in step 1 to the panel in the document. For steps to enable a bubble grid widget as a selector, see. MicroStrategy Report Services, MicroStrategy SDK, MicroStrategy System Manager, MicroStrategy Transaction Services, MicroStrategy Usher, MicroStrategy Web, MicroStrategy. When you upgrade Platform Analytics, you must upgrade both the Platform Analytics Project and Platform. Documents allow you to display your reports as either a Grid, Graph, or both a Grid and Graph. A MicroStrategy document contains objects representing data coming from one or more reports, as well as positioning and formatting information. Export a Report Services document to Excel with formatting using URL API in MSTR Web. Select “MicroStrategy SDK”. 2. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. Set the selectors S1 and S2 to target the three grids at the same time. For example, a scheduled report executes which shows the Revenue by day for the past week. 3. For example, a scheduled report executes which shows the Revenue by day for the past week. To ensure that grids included in a Report Services document won't overlap with other objects, it is necessary to use sub-sections. It is organized to help guide you through creating a new document, from creating the document itself, to adding objects to the new document, and formatting the. This allows you and other users to navigate to different sections of the graph's results. To Create a Report from Scratch. Starting in MicroStrategy 10. In the PDF Options dialog box determine the report scaling and orientation, and press Export. For example, these reports go from basic execution pointers, quarterly deals by item. MicroStrategy Intelligence Server also provides scalability to analyze any amount of data, support for any number of users and a 24 X 7 operating environment, with robust security. Go to the Report -> Data->Intelligent Cube Options->Point grid to. A value of -1 indicates no limit. Certain situations may prevent users from using this feature, such as: 1. A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. • Use the All Objects panel when working with. MicroStrategy provides a detailed document of its technical support policy and procedures, covering topics such as support liaisons, service levels, escalation process, and maintenance fees. 1 To ensure that you are using the documentati on that corresponds to the software you are licensed to use, compare this version n umber with the software version showAs document designers create documents, they specify the data that appears and control the layout, formatting, grouping, and subtotaling of data. The document is displayed in Presentation Mode by default. The Document Editor has multiple toolbars you can use to access different document features. The Report Services Document Creation Guide provides instructions to design and create Report Services documents, building on information in the Basic Reporting. Create a grid report with the all_sales. 1. view Report Services Documents in the MicroStrategy Mobile client, and create Mobile document subscriptions in MicroStrategy Web:. The user can click the link to email, export, or subscribe to the target. Displaying outline results. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way. Email, export, or subscribe to a document or report. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. Limitations. Put the attributes Business line, Category in the grid along with the metric sales. 4. Opens the report in PDF format. In the Report Filter area, double-click the arrow to add a new qualification. x-10. x can only test three-tier projects, that is, projects that are attached to a MicroStrategy Intelligence Server. When you create a document, you can specify the data that appears, control. Microstrategy Precision Exams. Users must also have the Execute permission for any reports to be tested. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. This blog briefly explores the idea of consuming report services documents (RSDs) via MicroStrategy Library. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. ‎Computing & Internet · 2015What is report service document in MicroStrategy? A MicroStrategy Report Services document displays your organization’s data in a high-quality, Pixel Perfect display. x, it is possible to use dynamic content from a grid report inside a Control Document. For the purposes of this example, only the parts related to support Transaction Services are explained below. 2. Dashboards usually provide interactive features that let users change how they view the dashboard's data. You can connect. This guide discusses settings that are most relevant to implementing MicroStrategy with SQL Data Warehouse. In MicroStrategy Web, open the document to import layouts into, in Design Mode or. MicroStrategy Report Services Document Creation Guide. Right-click the Grid/Graph container and select Properties and Formatting. Drag R2 to document as grid. ' In order to create an HTML document, choose a new 'HTML Document. At the Project Level: In the Project Configuration Editor, under Caching -> Result Caches-> Creation, select the setting called "Enable Document Output Caching in Selected Formats" along with the desired output formats, as seen below: A separate section called. The Dashboards and Widgets Guide provides instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. MicroStrategy Mobile overview. Version 9. Since: MicroStrategy Web 7. Create Document. By bringing these different types of reports together inside a document, report designers can create rich reports and analytics that take advantage of. How to Create a Print Button for Flash View Mode within a Report Services Document using the. Dashboards and Widgets Creation Guide for MicroStrategy 9. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use documents for data analysis. MicroStrategy Report Services Document Creation GuideMicroStrategy Report Services Document Creation Guide. Report and document objects: Reports (and documents, if you own MicroStrategy Report Services) are built from application objects. Helps you to manipulate the database in a single package. Log on to the machine where you are installing one or more MicroStrategy products. The updated information will appear in the new report. Steps. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2. Uncheck the option “Enable report drilling” and select OK. In MicroStrategy Developer, from the File menu, select New, and then choose Report. Click on the object and click on the control on the right of the Property List: Navigation > "Is hyperlink". Web the dashboards and widgets guide provides instructions for designing and creating microstrategy report services dashboards, a type of document that is optimized for. For instructions, see the Report Services Document Creation Guide . NOTE: For more information, please refer to Report Services Document Creation Guide. The report is located under MicroStrategy TutorialPublic ObjectsReportsMicroStrategy Platform CapabilitiesMicroStrategy Transaction ServicesDatasets. 3, March 2016 To ensure that you are using…It supports interactive dashboard, highly detailed reports, ad-hoc query, automated report dispute, and Microsoft Office integration. In “Configure Selector” widow there are two Target types: Dataset and Document. The image below shows just a small portion of an. In MicroStrategy Web, create a document for mobile devices that uses the above dataset report, and link it to the Transaction Services report you created above. (A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Follow the instructions under step four for Oracle to create the Freeform SQL report to pass prompt answers to the stored procedure. A MicroStrategy Report Services document displays your organization's data in a high-quality, Pixel Perfect display. x, Attributes/Metrics cannot be deleted due to dependencies on Report Services Document, although the attribute is not seen either in the Document, or its composing dataset. An HTML document is an HTML container for formatting, displaying, and distributing multiple reports on the same page, or at the same time within a project. The theme of the MicroStrategy Tutorial project is activity in a retail store over a three-year time period. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. Description. You can also select multiple reports at the same time to create a multi-layout document (see Creating a document from a report for instructions and Creating multi. Load Chapters on Demand. MicroStrategy provides predefined document templates, including the Blank Document template and the Blank Dashboard template. A new document opens in Design Mode. MICROSTRA microstrategy. Create a simple report with multiple prompts, as shown below: Use the report as a data set in a Report Services document. MDX cube sources include SAP BW, Microsoft Analysis Services, Hyperion Essbase, and IBM Cognos TM1. MicroStrategy allows to pass selector values across Report Services documents using Edit Links. In MicroStrategy Web, open the document in Design or Editable Mode. If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. 3 Document Number: 09521000 Version 10. Step 1. By default, if a cache is present for a subscribed report or document, the report or document uses the cache instead of re-executing the report or document. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document. To add a dataset. MicroStrategy Web opens, displaying the MicroStrategy Tutorial project as well as any other projects you have permissions to access. x Distribution Services, it is possible to create an email subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. Web Dashboards And Widgets Creation Guide For Microstrategy 9. Save the report and run it in presentation mode. x-10. Mobile, MicroStrategy Server, MicroStrategy Parallel Relational In-Memory Engine (MicroStrategy PRIME), MicroStrategy MultiSource, MicroStrategy OLAP Services, MicroStrategy Intelligence Server, MicroStrategy Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services, MicroStrategy Visual Insight,. Below are the list of parameters that the URL must. Direct Cubes over View Reports. Sample URLs for exporting a Report Services document to PDF are shown below. ; On the Freeform Sources tab, select Create Transaction report. Designing and creating documents: An overview. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. It is used to format data from multiple reports in a single display of presentation quality. For basic information on MicroStrategy reports in general, see. Document analysis and design A document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time. Design workflows, create content groups, or customize application components with the no-code framework. Report Services Documents in 10. Reporting Guide. 3. In MicroStrategy 10. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version: 9. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Select the 01 Blank Dashboard template. Version 10. These auto text codes are automatically replaced by information about the. In MicroStrategy Web, click Create at the top of any page, point to New Document, and select Blank Document. Because Microsoft Excel spreadsheets and MicroStrategy Report Services documents often handle objects, formatting, and graph types in different ways, it can be necessary to adjust the way you design a document so that it is displayed correctly when exported to Excel. 1 Handbook Excel Dashboards and Reports The Big Book of Dashboards OLAP Services Guide for MicroStrategy Analytics Enterprise Oracle BI Enterprise Edition Dashboard and Report Best Practices. 2. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. This article notes a behavior for documents and group by headersAutotext code/macros in Microstrategy Document/dashboard. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode Follow the steps below: 1. This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using MicroStrategy Developer. For details on how the data from multiple datasets is joined, see Using datasets in documents. For more information on grouping and sorting documents, see Grouping records in a document and Sorting a document. The fuel for business dashboards is data, so each one needs to have one or more data sources. Then go to “Widget” and set as DHTML-Survey. Project attributes: These attributes exist in the project and may be used to generate standard reports.