MicroStrategy ONE

Adding metrics from a dataset report to a document

To use an existing metric from a dataset report, place the metric into the document in either a Grid/Graph or a text field. In summary:

  • A metric in a text field is calculated at the level of the document section in which it is placed. For example, a metric in a Region Group Header is calculated at the regional level. A metric in the Document Footer section is calculated as a grand total for the entire document.

  • A metric in a Grid/Graph is calculated at the level of the objects in the Grid/Graph. If the Grid/Graph is placed in a Group Header, the group level is also taken into account. For a comparison of the different ways to add a Grid/Graph to a document, including instructions, see Displaying reports in documents: Grid/Graphs.

For a more detailed description of how metrics are calculated in a document, see Metric calculation in documents.

To add a metric from a dataset report to a document

  1. Open the document in the Document Editor. How?

  2. Expand the section where you want to place the metric by clicking the plus sign next to the section name.

    The metric is calculated at the level of the section that you place it in. For example, a metric in a Region Group Header is calculated at the regional level. A metric in the Document Footer section is calculated as a grand total for the entire document. For more details, see Metric calculation in documents.

  3. Select the metric from the objects displayed in the Datasets pane, then drag and drop the metric into the Layout area.

    The metric is added to the document in a text field. The dataset name is added to the metric name if the metric exists in multiple datasets.

    If the Datasets pane is not displayed, click Datasets at the bottom of the panel on the left. If the panel is not displayed at all, select Datasets from the View menu.

  4. The metric is automatically formatted in a default style using the control defaults. You can change the formatting of the text field using the Property List. For instructions on formatting text fields, see Formatting text fields.

  5. You can also resize the text field, if needed. See Sizing controls on documents.

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