MicroStrategy ONE

Exporting documents

Exporting allows you to send data to other applications. You can use this functionality to:

  • Export data to a Microsoft Excel spreadsheet for further manipulation and use. See Best practices: Designing documents for Excel for tips to create a document that will display correctly when it is exported to Excel. For more information and instructions to export documents to Excel, see Exporting documents to Excel.

  • Export a Report Services (RS) dashboard to Flash, so that you and other users can view the Flash content and interact with it off-line, without using MicroStrategy. The Flash file is a fully interactive, stand-alone Flash RS dashboard. You can choose to export all the Flash files in a project in either MHT or PDF format. (See To select MHT or PDF file format for all RS dashboards exported to Flash for instructions on defining the project-level setting.) For more information and instructions to export documents to Flash, see Exporting RS dashboards to Flash.

  • Export a document to a PDF, so that you can distribute the document in PDF format. You can view the PDF on another computer, a Nook, or a Kindle. For instructions, see Exporting documents to PDF files.

  • Open the document as a PDF or web page in a separate window. These export modes are useful for document designers, who can then work in the Document Editor while referring to a copy of the document as it will display as a PDF or in a browser. For more information, see Opening PDFs in separate windows and Exporting documents to HTML.

If an export format is not available on the toolbar, that export format has not been made available for this document. For instructions, see Selecting available export formats.

For export to Excel, HTML, and PDF, you can specify default exporting options, or you can allow users to be prompted to make these choices. These options are described below:

  • If your document is grouped, you can choose to export the entire document or only the selected group element. Page-by allows you to view the PDF by a selected group element. For information on grouping, including examples, see Grouping records in a document; for more information on page-by, including examples, see Using page-by on a document.

  • If your document contains multiple layouts, you can choose to export the entire document or only the current layout. For more information on how layouts are exported to Excel, see Exporting multi-layout documents.

For detailed instructions, see Formatting a document for export.

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