Save a Personal View of a Dashboard, Document, or Report

You can save your own custom view of a dashboard, document, or report using a personal view. A personal view is a lightweight copy of a dashboard, document, or report, and includes every change that you made to the dashboard, document, or report since you opened it, including:

• Creating metrics
• Filtering
• Pivoting
• Sorting
• Selecting prompt answers for a report or document
• Choosing items in a selector in a document

You can use personal views to save time when choosing data to analyze. For example, a document displays sales and inventory data by region. A selector in the document allows you to choose which region to display data for. If you are the regional manager for the Northeast region, you can select Northeast and save a personal view of the document. By default, when you open the personal view, the data for the Northeast region is displayed. As another example, you can use personal views to save prompt answers so that you do not have to answer the prompts when you re-run a report or document. You can save multiple views of the same dashboard, document, or report, each with its own set of prompt answers.

To create and save a personal view

1. Click the name of the dashboard, document, or report to run it.

   Document designers can save data manipulations (such as sorting and items chosen in selectors) without including document design changes (such as moving or adding controls) by opening the document in Design Mode. To open a document in Design Mode, from a folder, right-click the document and select Edit.

2. Personalize the dashboard, document, or report by answering prompts, choosing items in selectors, pivoting, and so on.
3. Open the Create Personal View dialog by doing one of the following:
   • For a dashboard: From the File menu, select Create Personal View. If the File menu is not available, from the toolbar, click the Create Personal View icon .
   • For a document in Presentation Mode: Click the menu icon on the right, and select Create Personal View.
   • For a document in Design Mode or Editable Mode: Click Document Home on the menu bar, and then click the Create Personal View icon .
   • For a report: From the toolbar, click the Create Personal View icon .
4. Type the Name of the personal view.

5. Click OK.

   To see your personal views, click the subscription link in the confirmation message. The My Subscriptions page is displayed, with a list of the dashboards, documents, and reports to which you are subscribed. Your personal view is displayed in the Personal View Subscriptions area.

To run a personal view

1. From the upper left of any page, click the MicroStrategy icon , then select My Subscriptions.
2. In the Personal View Subscriptions area, click the name of the personal view to run it.

To edit a personal view

1. From the upper left of any page, click the MicroStrategy icon , then select My Subscriptions.
2. To delete a personal view, select its checkbox in the Unsubscribe column and then click Unsubscribe.
3. To change the name for a personal view, perform the following steps:
   1. Click the Edit icon for the personal view.
   2. Change the Name of the personal view.
   3. Click OK.

Related Topics

View and Customize Your Scheduled Reports and Documents