Creating and adding data to the document

A document is an object that displays data from one or more reports, intelligent cubes, or any other external data source. Documents have different visualization modes in different environments.

The visualization modes in Web are as follows:

  • Presentation mode: With MicroStrategy 10, express mode is renamed as presentation mode. It allows you to view the result of the document. In this mode, we cannot make any changes to the document. Before MicroStrategy 10, express mode was used to display the results of the document.
  • Editable mode: Allows you to quickly see the changes made to the document, that is, we can see all the results as we work.
  • Design mode: Allows you create a document, display structure, or placeholder for the document, but not the actual results.

The visualization modes in Desktop are as follows:

  • Design mode: Displays the structure or placeholder for the document object, but not the actual results.
  • PDF mode: Allows you to view the final or result view of the document.
  • HTML mode: Allows you to see the document as it will be displayed in Web, but sometimes with a few formatting differences.

To create a document from a report:

  1. Right-click the report via MicroStrategy Web or developer.
  2. Select create a document, or execute a report and then under the Tools menu in web, select create a document. This opens a report in express mode. If we want to edit it, we can select the design mode on the toolbar.

All the document sections are displayed in the layout area. The following screenshot displays the document sections:

Creating and adding data to the document

  • Page Header: Any data field placed in the page header is displayed at the top of every page in the document.
  • Document Header: Any data placed in this section is displayed once at the beginning of the document.
  • Detail Header: This section comes before the detail section and is mostly used to display the column heading for the column used in the detail section.
  • Detail: This section displays the main section, where we mostly place all our attributes and metrics.
  • Detail Footer: This section is used to display information such as totals, that is, it sums up the information of the detail section.
  • Document Footer: Any data placed in this section is displayed once at the end of the document. So, it is a good place to summarize the document.
  • Page Footer: Any data placed in this section is displayed at the end of each page; an example is the page number.

Document controls

The following screenshot displays document objects:

Document controls

  • Text field: displays data such as static labels, report names, page numbers, attributes, metrics, and so on.
  • Image: This could be a logo on a document. To insert an image into the document, it should be present in an image folder inside the intelligence, web, and mobile servers. We can also insert an image from an external URL.
  • Line: This is used to create a line, for example, underlining the report name.
  • Grid/graph: Displays data for interpretation in a tabular or graphical manner.
  • HTML container: This is used to display another report or document, real-time information from the Web, for example, displaying a real-time stock market report,
  • Panel stack: Multiple panels are bundled together using panel stack. The user can move between the panels within panel stack, viewing one panel at a time. For example, let's say we need a document company's sales information and employees' information. We can create two different panels within panel stack to hold all the information about a company. Following is a sample image:

    Document controls

  • Selector: This object gives you the option to flip between the panels or display results based on different attributes and metrics. There are different types of selectors, such as drop-down, slider, radio button, and so on. The following screenshot shows of the drop-down selector for flipping between different panels:

    Document controls

Following are the steps to add a selector:

  1. On the document, click Insert | Selector, and then select the type of selector you want to insert into the document.
  2. Once a selector is added to the document, select Properties and Formatting by right-clicking on the selector.
  3. Navigate to the selector tab and select any of the action types from the drop-down, as required. Action type allows us to choose between attribute, metric, panels, and attribute element.
  4. Click Apply and OK to return to the document.

Note

Note: The user cannot add a selector to the details section of a document.

  • Widgets: This object allows a user to visualize data in different ways in MicroStrategy Web.

Look at the following sample document:

Document controls

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