Version 2021

Define Color Palettes Per Application

Starting in MicroStrategy 2021 Update 6, you can define color palettes in an application so that dossier visualizations with color-by attributes display in one set of colors for one audience, and in a different set of colors for another audience. Configuring one or more color palettes in an application can also be used to limit the list of color palettes that users can select from when authoring content. This is helpful for organizations that may have multiple customers or tenants that need to adhere to their corporate colors.

Color palettes are not applicable to waterfall charts.

Check out the video below to learn more!

Create and Add a Color Palette to an Application

  1. Open the Workstation window in Navigation pane in smart mode.

  2. In the Navigation pane, click Applications.

  3. Click New Application to create an application or right-click an existing application and click Edit.
  4. In the Application Editor, click Dossier Settings.

  5. Select the Specify color palettes for this application checkbox.

  6. Click Add New. The Add Custom Color Palette dialog opens, displaying the built-in color palettes and any custom color palettes that have already been created.

    You can either create new custom color palettes or select one from the list of MicroStrategy default palettes.

Create a New Custom Color Palette

  1. Click Add New. A color picker appears.

  2. Click Add New.

  3. Go to Swatches to select existing color swatches.

  4. From the Essential section, select a color swatch and click Add in the Palette section.

  5. Go to Solid Color to define your own colors.

  6. Pick a color or enter a hex code or RGB value and click Add in the Palette section

  7. To remove a color from the color palette, right-click a color in the Palette section and click Delete.

  8. Enter a color palette name and click OK.

  9. To delete a custom color palette, hover over a palette under Custom Color Palette and click Delete.

    You cannot edit the default color palettes that appear under MicroStrategy Defaults..

  10. To edit a custom color palette, hover over the palette under Custom Color Palette and click Edit .

  11. Select one or more custom color palettes, or MicroStrategy default color palettes.

  12. Click OK.

One of the selected color palettes must be configured as the default for the application. The palette defined as the default is automatically applied to the dossiers when accessed from within this application.

Specify the Default Color Palette

  1. Hover over the desired color palette and click Set as Default.

  2. Click Save.

    Users with the Web Create Dossier, Web Edit Dossier, and Web Save Dossier privileges can access the Format menu of the Dossier Editor and choose a different color palette from the list of palettes specified in the application. If a user chooses a palette other than the application's default and saves the changes, this palette selection is honored and the application’s default palette is no longer automatically applied to this dossier.

    To reverse this change, edit the dossier and select the application's default palette in the Format menu of the Dossier Editor.