MicroStrategy ONE

Dashboard Properties Dialog

Use the Dashboard Properties dialog to set the refresh rate in presentation mode, join behavior, data combination settings, or loading of chapters on demand.

Access

To access the Dashboard Properties dialog:

  1. Open a dashboard.
  2. From the File menu, select Dashboard Properties.

Fields

General

Refresh: Data in a dashboard does not automatically refresh in presentation mode, by default. You can specify the frequency in which data from direct access datasets refreshes automatically in presentation mode. A Refresh button is also available in presentation mode.

Join Behavior: Allow joins across datasets based on unrelated common attributes.

For more information about join behavior, see KB439248: How data blending works when joining datasets through unrelated attributes.

Execution Mode: Select how data is loaded in a dashboard when it is opened.

  • Default: Load data across all chapters.
  • Load chapters on demand: Load chapters only when they are selected. Enabling this option reduces load time when opening dashboards that contain a large amount of data.
  • Load pages on demand: Load pages only when they are selected. Enabling this option reduces load time when opening dashboards that contain a large amount of data.

Optimize memory usage of derived objects: Skip the evaluation of unused derived attributes and derived elements in a dashboard to improve performance during execution.

View in Library: Select the default open view when the dashboard is opened.

The setting modified at the individual dashboard level takes priority over the setting defined on the environment or project level.

  • Open with the default level setting: Keep the default view set by the administrator at either the environment or project level.
  • Always open with the last saved dashboard: View the dashboard in Library with the last saved view that the author intended (base view). The dashboard is always reset upon execution.
  • Always open with the last viewed dashboard: View the dashboard in Library with the last viewed state of the user. For example, if the user views the Finance page last and then closes the dashboard, the Finance page opens upon the next execution.

Content Setting: Starting in MicroStrategy ONE (March 2024), all custom content is disabled by default to ensure a secure platform configuration. See Disallow Custom HTML and JavaScript in Dashboards, Documents, Reports, and Bots for more information.

Display Filter and Selector Description: Starting in MicroStrategy ONE (December 2024), object descriptions can display as tooltips in chapter filters (on the Filter panel) and selectors (visualization filters). Descriptions display for all objects, including derived attributes, derived metrics, and parameters. To view an example of this feature, see Filter Panel.

Auto

Enable Auto Answers: Starting in MicroStrategy ONE Update 11, you can select an option to enable or disable Auto. See Enable and Disable Auto for more information.

Enable Interpretation: Starting in MicroStrategy ONE (March 2024), enable interpretation to view the logic behind Auto Answers and bots responses.

Custom Instructions: Starting in MicroStrategy ONE (September 2024), select the check box to use custom instructions in Auto Answers and define your instructions.

Consolidated Learnings: Starting in MicroStrategy ONE (September 2024), download the learnings created or used inside Auto Answers in a .csv file format.

Knowledge: Starting in MicroStrategy ONE (March 2024), upload an .xlsx file to provide additional information to Auto Answers to improve responses.

Apply Time Filter When Time Is Not Specified: Starting in MicroStrategy ONE (December 2024), select the check box to allow Auto Answers to use the most recent time frame in the data when a query does not specify a time period. This ensures that queries use timely and relevant data. To view an example, see Example: Automatically apply a time filter when a query does not specify a time period.

  • For an existing dashboard, this setting is disabled by default after upgrading to MicroStrategy ONE (December 2024).

  • For a dashboard created in MicroStrategy ONE (December 2024), the setting is enabled by default.

Export to PDF

Select the default settings for exporting the dashboard to PDF.

For dashboards with more specific layouts, exports, or subscription requirements, customizing export settings saves end users from redundant clicks by allowing dashboards to inherit different default export settings.