Strategy ONE

How to Share a Dashboard

There are several ways to share a dashboard with others.

  • Web
  • Tablet
  • Phone

Invite Users

  1. Select a page from a dashboard in your library.
  2. Click Share > Share Dashboard.
  3. Select users or user groups and add an optional message.
  4. Click Share.

Get Link

  1. Click Share > Share Dashboard.
  2. Copy the link that appears at the bottom.

Export to Excel

To enable auto-fit for column width when exporting a grid to Excel, you must author your columns to fit to contents.

  1. Select a page from a dashboard in your library.
  2. Click Share > Export to Excel.
  3. Use the Range drop-down to choose to export the Entire dashboard or Grids on this page. Starting in MicroStrategy ONE (June 2024), select the checkbox next to one or more pages or chapters.

  4. If you have multiple grids on the page, use the checkboxes to select your grids.

  5. Starting in MicroStrategy ONE (June 2024), use the Contents drop-down to format the export:

    • Entire page to worksheet: Choose this option to export each dashboard page in a single worksheet.

      Auto and free-form layout exports are supported. Excel does not support overlapped content so free-form layout content will export as plain layout.

      Data for visualizations is the only supported export type but images and text boxes will also be imported into Excel sheets.

    • Each visualization separately: Choose this option to export each visualization to a separate worksheet.

  6. Starting in MicroStrategy ONE Update 12, select Show Filters to export content using your chapter-level filter. The exported Excel will include filtered data and a filter summary.

    7. Filter translations may not be consistent between Library and Excel when non-English languages are used. Some translations (for example, YTD, QTD, MTD) may not be consistent between Library and Excel outputs. This is because the export to Excel is handled by the Intelligence Server, which operates differently from Library. However, you can confirm that the translation in the Excel output is correct.

  7. Click Export.

Export to PDF

You can export a dashboard to a PDF in two ways:

  • From your library, open the dashboard's Properties dialog and click Export to PDF.
  • From an open dashboard, click Share > Export to PDF.

Export Settings

There are several export options you can choose prior to creating a PDF from your dashboard:

  • Range: Select This page, This chapter, or Entire dashboard. Starting in MicroStrategy ONE (June 2024), select the check box next to one or more pages or chapters.
  • Contents: Select All visualizations together, Each visualization separately, or Both.

    • Grid Settings

      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or   Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dashboard, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.

      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

Download Dashboard

You can download a dashboard's .mstr file in two ways:

  • From your library, open the dashboard's Properties dialog and click Download Dashboard.
  • From an open dashboard, click Share > Download Dashboard.

You can then send the .mstr file via email.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dashboard

Starting in Strategy One (March 2025), you can subscribe to snapshots to share dashboards hyperlinks with defined users and user groups. Snapshots allow you to capture dashboards at a point in time so you can utilize snapshots for data change analysis or comparison. If you want your subscription to include a link to your snapshot, you must customize the notification email. For more information, see Configure Notification Emails When Sharing Content in Library.

You can only capture snapshots at a point in time for dashboards with a report as a dataset. Dashboards with cubes as a dataset do not store historical data but always fetch the latest data (with a view save and pre-executed.

Create subscriptions based on dashboard views.

  1. Click Share.> Subscribe to Dashboard.

  2. Name the new subscription.

  3. Select a Bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view automatically adds a new bookmark to the Bookmarks panel. You can name the bookmark for the current view.

  4. Choose either Excel, PDF, or starting in Strategy One (March 2025), Snapshot as the Format of the subscription.

    • If you select the Excel Format, you can Show Filters in the Excel file.

    • If you select the PDF Format, you can change PDF settings such as printing visualizations together on the same page or each on a separate page, setting the paper size, and whether to display page numbers. Click Attached PDF Settings to change them.

  5. Select the Range to include, such as all of the dashboard or specific chapters or pages.

  6. Select a Schedule. Schedules have already been created.

  7. Add an optional Note.

  8. In the Deliver to field, review recipients of the subscription. To add users or, starting in Strategy One (March 2025), user groups, type their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add more users or user groups, a new check box displays for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  9. Optionally, select the Send preview now to all recipients check box.

  10. Click Subscribe. The new subscription is created.

Starting in Strategy One (March 2025), you can create threshold-based alerts for dashboards. This means notifications are sent when a metric value on the dashboard meets the threshold conditions. For steps, see Create an Alert Subscription for a Dashboard.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the dashboard.

Invite Users

  1. Select a page from a dashboard in your library.
  2. Tap Share > Share Dashboard.
  3. Select users or user groups and add an optional message.
  4. Tap Send.

Get Link

  1. Select a page from a dashboard in your library.
  2. Tap Share > Share Dashboard.
  3. Tap Copy Link.

Export Excel

Exporting to Excel is only supported on iOS devices, and not Android.

This option only appears if you have a grid on the page.

  1. Select a page from a dashboard in your library.
  2. Tap Share > Export to Excel. If only one grid is on the page, it will download.

  3. If you have multiple grids on the page, select your grids and Export.

    Each exported grid will appear in its own sheet in Excel.

Share PDF

  1. Select a page from a dashboard in your library.
  2. Tap Share > Export to PDF.
  3. Tap Export and Share.
  4. Customize the PDF export options.
  5. Click Export.

PDF Options

There are several export options you can choose prior to creating a PDF from your dashboard:

  • Range: Select This page, This chapter, or Entire dashboard. Starting in MicroStrategy ONE (June 2024), select the check box next to one or more pages or chapters.
  • Contents: Select All visualizations together, Each visualization separately, or Both.
    • Grid Settings
      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or  Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dashboard, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.

      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

 

Download .mstr File

  1. From an open dashboard, tap Share > Download Dashboard.

  2. Select a recipient.

    You can then send the .mstr file to a contact, email, another application, or save it on your device.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dashboard

Starting in Strategy One (March 2025), you can subscribe to snapshots to share dashboards hyperlinks with defined users and user groups. Snapshots allow you to capture dashboards at a point in time so you can utilize snapshots for data change analysis or comparison. If you want your subscription to include a link to your snapshot, you must customize the notification email. For more information, see Configure Notification Emails When Sharing Content in Library.

You can only capture snapshots at a point in time for dashboards with a report as a dataset. Dashboards with cubes as a dataset do not store historical data but always fetch the latest data (with a view save and pre-executed.

Create subscriptions based on dashboard views.

  1. Tap Share.> Subscribe to Dashboard.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel, PDF, or starting in Strategy One (March 2025), Snapshot as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the dashboard.

Invite Users

  1. Select a page from a dashboard in your library.
  2. Tap Share > Share Dashboard.
  3. Select users or user groups and add an optional message.
  4. Tap Send.

Get Link

  1. Select a page from a dashboard in your library.
  2. Tap Share > Share Dashboard.
  3. Tap Copy Link.

Export Excel

Exporting to Excel is only supported on iOS devices, and not Android.

This option only appears if you have a grid on the page.

  1. Select a page from a dashboard in your library.
  2. Tap Share > Export to Excel. If only one grid is on the page, it will download.

  3. If you have multiple grids on the page, select your grids and Export.

    Each exported grid will appear in its own sheet in Excel.

Share PDF

  1. Select a page from a dashboard in your library.
  2. Tap Share > Export to PDF.
  3. Tap Export and Share.
  4. Customize the PDF export options.
  5. Click Export.

PDF Options

There are several export options you can choose prior to creating a PDF from your dashboard:

  • Range: Select This page, This chapter, or Entire dashboard. Starting in MicroStrategy ONE (June 2024), select the check box next to one or more pages or chapters.
  • Contents: Select All visualizations together, Each visualization separately, or Both.
    • Grid Settings
      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or  Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dashboard, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.

      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

Download .mstr File

  1. From an open dashboard, tap Share > Download Dashboard.

  2. Select a recipient.

    You can then send the .mstr file to a contact, email, another application, or save it on your device.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dashboard

Starting in Strategy One (March 2025), you can subscribe to snapshots to share dashboards hyperlinks with defined users and user groups. Snapshots allow you to capture dashboards at a point in time so you can utilize snapshots for data change analysis or comparison. If you want your subscription to include a link to your snapshot, you must customize the notification email. For more information, see Configure Notification Emails When Sharing Content in Library.

You can only capture snapshots at a point in time for dashboards with a report as a dataset. Dashboards with cubes as a dataset do not store historical data but always fetch the latest data (with a view save and pre-executed.

Create subscriptions based on dashboard views.

  1. Tap Share.> Subscribe to Dashboard.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel, PDF, or starting in Strategy One (March 2025), Snapshot as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the dashboard.