MicroStrategy ONE
Introduction to Displaying and Designing Modes for Documents
You view document results and manipulate the document's data in multiple ways using Presentation Mode. You design documents in Design Mode and Editable Mode.
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Design Mode offers a full range of document creation options, but does not display actual data.
- Requires document designer privileges.
- Displays document structure and placeholders for document components, without associated contents.
- Add, edit, and format document objects, including grid and graph reports, text, lines, shapes, panel stacks, and so on. Cannot format all aspects of reports, such as metric values and attribute headers.
- Provides quicker performance, since document results are not displayed. However, this means that you must switch modes to view the results.
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Editable Mode allows you to view the data while you design the document.
- Requires document designer privileges.
- Quickly see the effect of changes to the document, although the performance is slower than Design Mode, since all document results are displayed.
- Add, edit, and format document objects, including grid and graph reports, text, lines, shapes, panel stacks, and so on.
- Use selectors to flip through panels in a panel stack or display attribute elements or metrics in a grid or graph report.
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Presentation Mode is optimized for document viewing and analysis.
- View and manipulate the results of the document,
- For reports, switch between grid and graph view, add totals, sort grid results, export to PDF or Excel, move and pivot objects on a grid, and drill on a grid.
- Use selectors to flip through panels in a panel stack or display attribute elements or metrics in a grid or graph report.
- Interact with and format widgets
More details are provided in the table below.
Presentation Mode replaces Express Mode, Flash Mode, and Interactive Mode as a single powerful display mode. Documents created before MicroStrategy version 10.1 are displayed in Interactive Mode or Flash Mode, if that was their default display mode. Interactive Mode was designed to balance document creation options with display features in a single mode. In contrast, Presentation Mode is optimized for display and for analysts.
| Feature | Design Mode | Editable Mode | Presentation Mode | Interactive Mode* | Flash Mode* |
|---|---|---|---|---|---|
| Creating a new document and editing an existing document | Yes | Yes | No | No | No |
| Design features, such as adding objects, formatting objects, configuring transactions, editing thresholds, editing subtotals, and so on | Yes | Yes | No | Yes, with limitations | No |
| Grid and graph report manipulations | |||||
| Switch report display between grid and graph | Yes | Yes | Yes | Yes | No |
| Manipulate a grid, such as swapping rows and columns, sorting, and adding totals | Yes | Yes | Yes | Yes | No |
| Drill on a grid | No | Yes | Yes | Yes | Yes |
| Export a grid or graph | No | No | Yes | Yes | Yes |
| Selector manipulations | |||||
| Use a grid as a selector | No | Yes | Yes | Yes | Yes |
| Use selectors to select which panel is displayed in a panel stack , or to change the data that is displayed in a report, or panel | No | Yes | Yes | Yes | Yes |
| Widget manipulations | |||||
| Interact with widgets | No | No | Yes | Yes | Yes |
|
Interact with Flash-only widgets (Flash-only widgets include Cylinder, Interactive Stacked Graph, Thermometer, and Time Series Slider.) |
No | No | No | No | Yes |
| Document manipulations | |||||
| Update data by using transactions | No | No | Yes | No | No |
| Display the document in full screen mode | No | Yes | Yes | Yes | Yes |
| Refresh the document to ensure that the document cache is still valid | No | No | Yes | Yes | Yes |
| Automatically refresh the document | No | No | Yes | No | No |
| Share the document with other users | Yes | Yes | Yes | Yes | Yes |
| Email the document (also known as send now) | Yes | Yes | Yes | Yes | Yes |
| Add the document to your History List | Yes | Yes | Yes | Yes | Yes |
| Send the document to your History List on a schedule (subscribe to the document) | Yes | Yes | Yes | Yes | Yes |
| Save a personal view of the document | Yes | Yes | Yes | Yes | Yes |
* Interactive Mode and Flash Mode are deprecated. Documents created before MicroStrategy version 10.1 are displayed in Interactive Mode or Flash Mode only if that was their default display mode.
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