MicroStrategy ONE

MicroStrategy Office Preferences

This information applies to the legacy MicroStrategy Office add-in, the add‑in for Microsoft Office applications which is no longer actively developed.

It was substituted with a new add‑in, MicroStrategy for Office, which supports Office 365 applications. The initial version does not yet have all the functionalities of the previous add‑in.

If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web.;

For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help.

The MicroStrategy Office preferences page allows you to specify refresh options for reports and documents exported to MicroStrategy Office.

You must have Administrator privileges to access this preferences link.

On the upper right of any page, click your user name, and then select Preferences from the drop-down list. From the left, select Office. The following options are available:

  • Allow MicroStrategy Office to refresh Documents after exporting to Excel: Determine whether MicroStrategy Office can automatically refresh documents to display the most current data after they have been exported to Excel.
  • Allow MicroStrategy Office to refresh Reports after exporting: Determine whether MicroStrategy Office can automatically refresh grid reports to display the most current data after they have been exported to Excel.

Click Go to the MicroStrategy Office Installation Page for information about installing MicroStrategy Office on your machine.

From the drop-down list at the bottom of the page, apply the changes to the current project or all projects you have access to that are stored on the Intelligence Server and then click Apply.

To reset all preference settings, click Load Default Values.