Version 2021

Document Section of the Properties Dialog

Use the Document section in the Properties dialog to modify document settings, such as the default grid autostyle and document width mode.

Access

  1. Open a document in Design or Editable Mode.
  2. Choose Tools > Document Properties.
  3. In the left pane, choose Document.

Fields

General

Default Grid Autostyle Determine which report Autostyle (a predefined set of formats) is applied to the reports in the document. When a grid or graph report is added to the document, it is formatted with this report Autostyle.

Always open this document in full screen mode Determine whether the document opens in full Screen mode in Editable Mode. Full Screen mode allows the user to view more of the document at once by hiding most menus, toolbars, panels, and navigation bars. For example, when the document is shown in full screen mode, only the Standard toolbar and Grouping panel are displayed. Documents are always displayed in full screen in Presentation Mode.

Documents displayed on an iPhone in landscape orientation are automatically displayed in Full Screen mode. For more information on designing documents for display on mobile devices, see the MicroStrategy Mobile Administration Help.

  • Allow users to access navigation bars and action menu By default, when documents are displayed in full Screen mode on an iPhone, iPad, or Android device, the navigation bars and action menu are hidden. You can control whether users can access the hidden navigation bars and action menu. This option is useful for controlling how users exit and interact with the document, such as when the document is part of a custom mobile app with its own navigation system. This option is available if the Always open this document in full screen mode option is selected.
    • To display the navigation bars and action menu when users tap on the full screen button at the top of the app (default), select this option.
    • To prevent users from accessing the navigation bars and action menu, clear this option.

Enable sorting and pivoting on grids in Presentation and Flash Modes Determine whether users can sort and pivot data on grids in Presentation and Flash Mode. For steps to sort and pivot data in Presentation Mode, see How to Sort and Pivot in Documents. Whether this option is enabled or disabled by default depends on the document template that the document was created with.

  • Enable additional interactivity on grids in Flash Mode Determine whether users can use a context menu to manipulate data in grids in Flash Mode. This option is only available when the Enable sorting and pivoting on grids in Presentation and Flash Modes checkbox is selected. Whether this option is enabled or disabled by default depends on the document template that the document was created with.

    Flash Mode is available only if your document was created before MicroStrategy 10.1 and was defined to display in Flash Mode. Beginning with 10.1, Presentation Mode replaces Flash Mode.

Automatically apply selector changes Determine whether users have to click Apply to see their changes in the target (the Grid/Graphs and/or panel stacks that selectors affect), or changes are made automatically. By default, this checkbox is selected. This setting applies to all selectors in the document, except those on filter panels displayed in Presentation Mode, which is defined by a property at the filter panel level. This setting, at the document level, applies to selectors in a filter panel displayed in other modes.

Document Width Mode This option can affect the width of the document and how quickly the document is executed.

  • When the Document Width Mode option is set to Fixed and the Document Width Mode Calculation preference is set to Automatic (the default), the width of the document displayed will not grow to accommodate additional content. This may cause parts of the document to be cut off in some cases.
  • When the Document Width Mode Calculation preference is set to Off, the Document Width Mode option has no effect on the document. This may cause parts of the document to be cut off in some cases.

    You can increase document performance by doing the following: If a document's Document width mode is set to Automatic, set it to Fixed. If you switch a document from Fixed width mode to Automatic width mode, this may result in slower document execution.

Run Modes

Available Display Modes Lists all the display modes in which you and other users can view and work with a document. In the Available column, select the modes that this document can be displayed in. If a checkbox is cleared, that mode will not be available for this document in Web.

In the Default column, select the default display mode, which is the display mode in which the document is opened by default. For example, if you select Presentation Mode, when a user opens the document, it is opened in Presentation Mode by default.

  • Presentation The document can be displayed in Presentation Mode.
  • Editable The document can be displayed in Editable Mode.

Available Export Modes Determine the formats in which the document can be exported.

  • Excel: The document can be exported to Excel.
  • HTML: The document can be exported to an HTML file.
  • PDF: The document can be exported to a PDF file.

Run by Default as Determine the default display mode in which the document is run.

  • Presentation The document is opened in Presentation Mode by default.
  • Editable The document is opened in Editable Mode by default.
  • Export to Excel The document is directly exported to Excel when it is run.
  • Export to HTML The document is directly exported to HTML when it is run.
  • Export to PDF The document is directly exported to PDF when it is run.

View In Library Select the default open view when the document is opened.

The setting modified at the individual document 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 application level.
  • Always open with the last saved document View the document in Library with the last saved view that the author intended (base view). The document is always reset upon execution.
  • Always open with the last viewed document View the document in Library with the last viewed state of the user. For example, if the user views the Finance page last and then closes the document, the Finance page opens upon the next execution.