MicroStrategy ONE

Configuring template details

The template of a report contains:

  • The group of objects (attribute, metrics, custom groups, and so on) that defines the columns of data to be included in the report

  • The layout and format of these objects

The template details in the Report Details pane display information about the objects on the report, but do not include layout and format information.

You can choose whether to include the report objects from either the base report or the view report. If you move objects from the grid of a report to the Report Objects, use a view filter, or create a derived metric, you have created a view report. The report before you made these kinds of modifications is referred to as the base report. The template details can show all the objects on the report, regardless of whether they are on the report grid, if you select Base. If you select View, only those objects on the report grid are included in the template details.

For example, a report contains the metrics Revenue, Cost, and Profit, but Profit is not on the report grid.

  • If you set Units from View or Base to Base, all three metrics show in the Report Details pane.

  • If you set Units from View or Base to View, only Revenue and Cost are shown in the Report Details pane.

You can select whether or not to display the template name of the report. If you choose to display the template name, you can also select whether or not to identify an embedded template as a local template. An embedded template is one that is part of the report, as opposed to a template saved as a stand-alone object. Not all reports use templates, however.

  • If you set Base Template name to Yes, the template name is displayed for a stand-alone template, but the words "Local Template" are displayed for an embedded template or a report that does not use a template.

  • If you set Base Template name to Automatic, the template name is displayed for a stand-alone template, but the template name is blank for an embedded template or a report that does not use a template.

  • If you set Base Template name to No, the template name is not displayed, whether or not the report uses a stand-alone template, an embedded template, or no template at all.

For a more detailed description of this setting and embedded vs. stand-alone templates, including examples, see the Advanced Reporting Help.

You can choose whether to include or omit the following:

  • Template Description, which is the short description of the template. If the template is embedded or does not have a description, the template description line is not displayed.

  • Non-metric template units, which are the objects on the report other than metrics, such as attributes and consolidations.

  • Metrics.

If you choose to display metrics, you can select whether or to display each of the following:

  • Conditional metrics only

  • Formula

  • Dimensionality

  • Conditionality

  • Transformation

If metrics are not displayed, the information is of course also not displayed. If you choose to inherit the Metrics setting, these settings are also inherited.

For each of the properties listed above, you can instead choose to inherit the project-level report detail definition set in the Project Configuration Editor. For more information on the levels of inheritance, see Levels of report details configuration.

Interaction of report details preferences and template details for reports

The report details preferences specified in the Developer Preferences dialog box specify which types of report details are displayed. These preferences override some of the report details that are configured in the Report Details Properties dialog box in the Project Configuration Editor and in the Report Editor. The report details preferences specify whether the template/metric details are displayed.

  • If the report details preferences specify that the template/metric details are not displayed, you cannot display them using the Report Details Properties dialog box.

  • If the report details preferences specify that the template/metric details are displayed, you cannot hide them using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how they are displayed, however.

You can change this behavior by disabling the report details preferences, allowing the report details properties to be used instead. You can disable the report details preferences when you save changes to the report details properties (as described in the following procedure) or by using the Developer Preferences dialog box (for instructions, see Disabling report details preferences). For more information about the report details preferences in general, and how to set them, see Enabling and customizing report details preferences.

To configure template details

  1. Open the report to edit it or view it. How do I open the Report Editor? How do I open the Report Viewer?

  2. From the Data menu, select Report Details Properties. The Report Details Properties dialog box opens.

  3. On the Generaltab, selectYesfrom theTemplate Detailsdrop-down list. This ensures that the template details are displayed in the report.

  4. Click the Template Details tab.

    By default, each setting on this tab inherits the project setting, as described in Levels of report details configuration. You can return to this default by selecting <default> from the drop-down list.

  5. To select whether the base or view report is used, choose one of the following from the Units from View or Basedrop-down list:

    • To include the report objects from the base report (that is, all the objects on the report, regardless of whether they are on the report grid), select Base.

    • To include the report objects from the view report (that is, only the objects on the report grid), selectView.

  6. To select what is displayed for the template name, choose one of the following from the Base Template name drop-down list:

    • To display the template name for a stand-alone template and "Local Template" for other reports, select Yes.

    • To display the template name for a stand-alone template, but leave it blank for other reports, select Automatic.

    • To omit the template name for all types of reports, choose No.

  7. To determine whether or not the short description of the template is included, select Yes or No from the Template Description drop-down list.

    If the template is embedded or does not have a description, the template description line is not displayed.

  8. To determine whether or not objects other than metrics (such as attributes, consolidations, and custom groups) are listed, select Yes or No from the Non-metric template units drop-down list.

  9. To determine whether or not the metrics on the report are listed, select Yes or No from the Metrics drop-down list.

  10. If metrics are displayed, select whether or not to display each of the following:

    • Only Conditional Metrics

    • Formula

    • Dimensionality

    • Conditionality

    • Transformation

    If you choose to inherit whether metrics are displayed, these settings are also inherited.

  11. Click OK to return to the report.

  12. If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and template details for reports above.

    • To disable report details preferences, click Yes. The changes that you made affect the display of template details in this report, and report details preferences are disabled for all reports.

    • To keep report details preferences enabled, click No. The report details preferences override the changes that you made.

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