Strategy One

Dashboard Properties Dialog

Use the Dashboard Properties dialog to set the refresh rate in presentation mode, join behavior, data combination settings, loading of chapters on demand, or customize visualization messages when no data is returned.

Access

To access the Dashboard Properties dialog:

  1. Open a dashboard.
  2. From the File menu, select Dashboard Properties.

Fields

General

Refresh: Data in a dashboard does not automatically refresh in presentation mode, by default. You can specify the frequency in which data from direct access datasets refreshes automatically in presentation mode. A Refresh button is also available in presentation mode.

Join Behavior: Allow joins across datasets based on unrelated common attributes.

For more information about join behavior, see KB439248: How data blending works when joining datasets through unrelated attributes.

Execution Mode: Select how data is loaded in a dashboard when it is opened.

  • Default: Load data across all chapters.
  • Load chapters on demand: Load chapters only when they are selected. Enabling this option reduces load time when opening dashboards that contain a large amount of data.
  • Load pages on demand: Load pages only when they are selected. Enabling this option reduces load time when opening dashboards that contain a large amount of data.

Optimize memory usage of derived objects: Skip the evaluation of unused derived attributes and derived elements in a dashboard to improve performance during execution.

View in Library: Select the default open view when the dashboard is opened.

The setting modified at the individual dashboard level takes priority over the setting defined on the environment or project level.

  • Open with the default level setting: Keep the default view set by the administrator at either the environment or project level.
  • Always open with the last saved dashboard: View the dashboard in Library with the last saved view that the author intended (base view). The dashboard is always reset upon execution.
  • Always open with the last viewed dashboard: View the dashboard in Library with the last viewed state of the user. For example, if the user views the Finance page last and then closes the dashboard, the Finance page opens upon the next execution.

Content Setting: Starting in MicroStrategy ONE (March 2024), all custom content is disabled by default to ensure a secure platform configuration. See Disallow Custom HTML and JavaScript in Dashboards, Documents, Reports, and Bots for more information.

Display Filter and Selector Description: Starting in MicroStrategy ONE (December 2024), object descriptions can display as tooltips in chapter filters (on the Filter panel) and selectors (visualization filters) in Workstation and Library. Starting in Strategy One (March 2025), object descriptions can display as tooltips in chapter filters in Library iOS. Descriptions display for all objects, including derived attributes, derived metrics, and parameters. To view an example of this feature, see Filter Panel.

No Data Returned: Starting in Strategy One (April 2025), users can configure a custom message to display within visualizations when no data is returned. This feature allows greater control over the look and feel of applications, enabling consistent messaging and visual customization across dashboards. Font styling options are also supported for added flexibility.

Auto

Enable Auto Answers: Starting in MicroStrategy ONE Update 11, you can select an option to enable or disable Auto. See Dashboard Level Governance for more information.

Enable Interpretation: Starting in MicroStrategy ONE (March 2024), enable interpretation to view the logic behind Auto Answers and Bots responses.

Custom Instructions: Starting in MicroStrategy ONE (September 2024), select the check box to use custom instructions in Auto Answers and define your instructions.

Consolidated Learnings: Starting in MicroStrategy ONE (September 2024), download the learnings created or used inside Auto Answers in a .csv file format.

Knowledge: Starting in MicroStrategy ONE (March 2024), upload an .xlsx file to provide additional information to Auto Answers to improve responses.

Export to Excel

Starting in Strategy One (June 2025), you can select the default settings for exporting the dashboard to Excel. Customizing export settings saves end users from redundant clicks by allowing dashboards to inherit different default export settings. Users can override the defaults when they export the dashboard.

Export Settings:

  • Use the Range drop-down list to choose to export This page (which is the current page when the user exports) or the Entire dashboard.

  • Use the Contents drop-down list to format the export:

    • Entire page to worksheet: 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 exports as plain layout.

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

    • Each visualization separately: Export each visualization to a separate worksheet.

More Settings: 

  • Show Filters: Select the check box to export content using the chapter-level filter. The exported Excel includes filtered data and a filter summary.

Export to PDF

Select the default settings for exporting the dashboard to PDF.

For dashboards with more specific layouts, exports, or subscription requirements, customizing export settings saves end users from redundant clicks by allowing dashboards to inherit different default export settings. Users can override the defaults when they export the dashboard.

Export Settings

  • Use the Range drop-down list to choose to export This page (which is the current page when the user exports) or the Entire dashboard. Available beginning in MicroStrategy ONE (March 2024).

  • Use the Contents drop-down list to format the export:

    • All visualizations together: Export the content currently displayed on a single page. For visualizations that require scrolling, like grids, this option exports only some of the data.

    • Each visualization separately: Export each visualization to a separate page. A grid can span multiple pages depending on the number of rows and/or columns.

    • Both

Grid Settings Available beginning in MicroStrategy ONE (March 2024)

  • Expand all grid data: Available when Contents is set to All visualizations together. Select the check box to export all the grid's rows and columns.

  • When Contents is set to Each visualization or Both, you can determine how to export wide grids. Select one of the following:

    • Scale to page width: Grids are scaled to fit the page width. A grid can span multiple pages depending on the number of rows.

    • Extend columns over pages: Wide grids with columns that cannot fit on one page display on multiple pages.

      • When Extend is selected, Repeat attribute columns is automatically selected to provide additional context for the pages. You can clear the check box.

More Settings

  • Page size

  • Orientation

  • Show table of contents: Select to include the table of contents in the export.

  • Show header: Select to include a header in the export. Beginning in Strategy One (June 2025), you can:

    • Customize the header. From the drop-down list, select Customize. For each section of the header (left, middle, and right), select whether to display Text or Image. You can type static text or use dynamic text such as the dashboard name or page number. To use dynamic text, type { and select the variable from the list. You can combine static text and dynamic text in the same section, for example, Exported by {Username}. To use an image, type its URL, beginning with http or https. Add the URL to the export whitelist, which permits the content to be fetched during export.

    • Lock the header. If it is locked , users cannot remove or change the header when they export. They must edit the dashboard, if they have the privilege to do so, to change the header.

  • Show footer Beginning in Strategy One (June 2025), you can select whether to include a footer in the export. This replaces the previous Show page numbers setting. You can also:

    • Customize the footer. From the drop-down list, select Customize. For each section of the footer (left, middle, and right), select whether to display Text or Image. You can type static text or use dynamic text such as the dashboard name or page number. To use dynamic text, type { and select the variable from the list. You can combine static text and dynamic text in the same section, for example, {&PageNumber} of {&TotalPageNumber}. To use an image, type its URL, beginning with http or https. Add the URL to the export whitelist, which permits the content to be fetched during export.

    • Lock the footer. If it is locked , users cannot remove or change the footer when they export. They must edit the dashboard, if they have the privilege to do so, to change the footer.

    • Show filters: Beginning in MicroStrategy ONE (March 2024), you can select whether to include filter information in the export and the level of detail to include. The options are:

    • Filter summary on each PDF page: Displays a one-sentence filter summary on each page. Anything longer is not included.

    • All filters after every chapter: Displays all filters and their details on a separate page after each chapter.

    • Both