MicroStrategy ONE

Displaying the Base Template Name

When you save a report that you created using a stand-alone template, you can either:

  • Retain the shortcut to the template, so that changes made to the template are propagated to the report.
  • Create a local copy of the template, which embeds the template in the report. Changes made to the template are not propagated to the report.

You can use the Base Template name setting to indicate whether a report uses a stand-alone template, and to display a stand-alone template's name.

  • To determine whether a report uses a stand-alone template, set the Base Template name setting to Automatic.
    • A stand-alone template displays the template's name.
    • An embedded template does not display a name.
    • A report that does not use a template does not display a name.
  • To always display a template name, set the Base Template name option to Yes.
    • A stand-alone template displays the template's name.
    • An embedded template displays as Local Template.
    • A report that does not use a template displays as Local Template.
  • To hide the template name, set the Base Template name option to No. Nothing is displayed.

Base Template Name Setting: Examples

For example, create a template containing the Region attribute and the Revenue metric. Save it as Regional Revenue Template. Create a filter for the Books category. Create a report with the Regional Revenue Template and the Books filter. Save the report as Template + Filter. When prompted, choose to retain the shortcut to the template, so that the template is not embedded in the report.

In the Report Details Properties dialog box, display template details and set Base Template name to Automatic. Because the template is a stand-alone template, its name is displayed in the Report Details pane, as shown below:

Save the report as Embedded Template + Filter. When prompted, create a local copy of the template. The template is now embedded in the report. If you change the Regional Revenue Template, the Template + Filter report changes accordingly but the Embedded Template + Filter report does not. Close and re-open the report. Since the template is embedded and no longer stand-alone, it no longer has a name, as shown below.

Change the Base Template name setting to Yes, which forces a template name to be displayed. Since the embedded template does not have a name, it is displayed as a local template, as shown below:

Create a third report. Do not use the template, but add Region, the Revenue metric, and the Books filter to it. In the Report Details Properties dialog box, display template details and set Base Template name to Automatic. Because no template was used to create the report, the template name is blank. Change Base Template name to Yes. The template name is displayed as Local Template.

You can also change the Base Template name setting to No so that the template name is not displayed, regardless of whether the report has an embedded template, a stand-alone template, or no template.