Strategy ONE

Sort and Filter Your Library

Starting in MicroStrategy ONE (September 2024), filtering is updated to steamline the interface and ensure that filters handle task more effectively and align them with the search results page.

On the Library Home page, use the Sort By drop-down list and Filter to organize the objects in your Library.

Sorting

Use the Sort By drop-down to sort content by:

  • Name
  • Owner
  • Date Added
  • Date Updated
  • Date Viewed
  • Certified
  • Project
  • Oldest on Top
  • Newest on Top

Filtering

Click Library Filter to filter by project, type, owner, status, and certification. Select your filters and click Apply.

  • For status, select New to display dashboards and documents that have not yet been opened or Updated to display dashboards and documents that have changed since the last time you viewed them.

  • Starting in MicroStrategy ONE (September 2024), select Owned by me in the Owner filter criteria to search for content you created.

  • Click Clear All Filters to clear your filter selections.

  • Filtering is not available for favorites or snapshots. Favorites and Snapshots are new components in Strategy One (July 2025).

  • Starting in Strategy One (September 2025), you can display and filter bookmarks. For bookmarks, you can filter by project, bookmark type (your bookmarks or shared with you), content type (dashboard, report, or document), or content (the object that is bookmarked). The content filter allows you to display all the bookmarks in a specific object. In the example below, Content is filtered for Office Royale Sales, so only the bookmarks from that dashboard display in the Bookmarks area.

Certified Content

Dashboards, documents, and reports can be certified by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

Learn how to certify your content.