MicroStrategy ONE
How to Specify Export Options in a Document
You can specify default exporting options for a document, or prompt users to make these choices. For example:
- If your document is grouped, you can choose to export the entire document or only the selected group element. Page-by allows you to view the document by a selected group element. For information on grouping and page-by, including examples, see the Grouping and Sorting chapter in the Document Creation Help.
- If your document contains multiple layouts, you can choose to export the entire document or only the layout currently being viewed by the user. For more information on how layouts are exported to Excel, see the Document Creation Help.
- If your document will be displayed on a Kindle or Nook, export the entire document (all pages and all layouts), so that the Kindle or Nook user can view all the data. For more information about designing documents for these readers, see the Document Creation Help. For information about transferring PDFs to the Nook or Kindle, and using them there, refer to the Nook or Kindle product documentation.
To specify the export options in a document
- Open the document in Design Mode or Editable Mode.
- From the Tools menu, select Document Properties.
- From the left, click Export.
- In the General
area, specify whether you
want to export all layouts or only the current layout by selecting
one of the following:
- You
can choose to export all layouts or the layout that the user is
currently viewing in a multi-layout document:
- To export every layout with the document, select All Layouts.
- To export the current layout, select Current Layout only.
- If your
document contains page-by fields, you can choose to export the
entire document or only the page the user is currently viewing.
Page-by allows users to view the PDF by a selected group element.
- To export the entire document, select the Expand page-by checkbox.
- To export only the page currently displayed, clear the Expand page-by checkbox.
- If you want users to be prompted to provide export options each time they export, select the Prompt User on Export checkbox. The Export Dialog Box is displayed.
- You
can choose to export all layouts or the layout that the user is
currently viewing in a multi-layout document:
- In the Excel area, specify your
preferences for exporting to Microsoft Excel:
- To embed images in the exported file, click the Embed Images checkbox.
- You
can choose to export graphs as live Excel charts or embedded bitmaps
in the exported document.
- To use live Excel charts, select Use live Excel charts.
- To use embedded bitmaps for charts, select Use embedded bitmaps.
- In the PDF area, specify your
preferences for exporting to PDF:
To include bookmarks in the PDF, select the Include Bookmarks in PDF checkbox.
To display the bookmarks in the PDF, select the Show bookmarks in PDF checkbox.
- To embed the fonts in the PDF, select the Embed fonts in PDF checkbox.
To use bitmaps for graphs, select the Use bitmaps for graphs checkbox.
To reduce the file size of the bitmaps by reducing the quality, select the Use draft quality for graphs checkbox.