Version 2021

Edit a Dossier

Dossier authors can easily edit and view changes all in one web application. You can add new data, switch visualization types, and update formatting in the dossiers. Easily save and certify the dossier from the Save or Save As menu.

 

  1. Go to a dossier.

  2. Click Edit. Edit Mode will open the dossier in the original base state for editing.

    You can also access Enter Mode by clicking Edit from the information window of a dossier.

  3. Go to View and select the panels you need for editing.

    You can add the Datasets, Editor, Filter, and Format panels and others from the View menu.

  4. Add data or new visualizations to the canvas.
  5. Click Save in the top right corner.

Save a Dossier

  1. From Edit Mode, click Save in the top right corner.

    You can also go to File > Save. This saves changes to the original dossier and changes can be viewed by others.

  2. If available, choose whether to keep the dossier certified or not. Select the checkbox to keep the dossier certified.

  3. Click Save.

Save As Workflow

  1. Go to File > Save As.

  2. Select a folder to save your new dossier in.

    The shown folders are the same folders available in MicroStrategy Web. You can create a new folder with the Create New Folder button in the bottom left corner.

  3. Add a name and an optional description for the dossier.

  4. If available, select the Certified Dossier checkbox to certify your dossier.

  5. Click Save.

New content and content that you already own are available in the My Content folder of the Sidebar menu in MicroStrategy Home. You can also create a new dossier.