Find and Replace: Export Options

Find and replace Export Options allows you to apply export options to a selected set of reports and templates, easily creating standard export behavior for the selected objects.

You can choose to export the report to a Microsoft Excel worksheet, a Microsoft Word Document, a Microsoft Access Database, a text file, an HTML file, or a PDF file. Examples of export options that you can change include:

• Destination name and location

• Use of associated macros

• Appearance of specific report elements (title, details, data, headers, SQL, and formatting)

Replacing export options invalidates the report caches. A new cache is created when the report is run for the first time after the replacement.

To find and replace export options

1. In MicroStrategy Developer, select Find and Replace from the Tools menu. The Find and Replace dialog box opens.

   You must be logged in to a project before you access the Find and Replace dialog box.

2. Select Export Options in the list box in the Select area.

3. In the Find area, select how to find the reports and templates to be updated. For instructions, see Find and Replace: Find.

4. In the Replace With area, click Export Options. The Export Options dialog box opens. Select the export options to replace, as described below:

   1. From the Application drop-down list, select the application to export to.

   2. The General tab of the Export Options dialog box provides options for after-export display, automatic display, destination name and location, use of associated macros, and advanced options. For each export option to change, make the change and select the Apply check box to the right of the option. For descriptions of the export options, see Export Options: General tab.

   3. The Appearance tab of the Export Options dialog box provides format-specific options for the display of specific report elements (title, details, data, headers, SQL, and formatting). For each export option to change, make the change and select the Apply check box to the right of the option. For descriptions of the export options, see Export Options: Appearance tab.

   4. When you have updated all the export options, click OK.

5. Review the list of reports and templates in the Summary pane, ensuring that you want to replace the export options on all of them.

   • If you find any that you do not want to change, clear the check box in front of them.

     When a report or template is no longer selected, it still appears in the list unless the Show only selected reports check box is selected.

   • To re-select an unselected report or template, select its check box.

   • If more than 300 reports and templates are found, use the Previous 300 and Next 300 to view them.

   • By default, all reports and templates selected in the find process are displayed in the Summary pane, even if they are no longer selected.

   • To show only the selected reports and templates, select the Show only selected reports check box.

   • To display those unselected reports and templates again, clear the Show only selected reportscheck box.

6. By default, the Select All, Clear All, and Replace processes apply to all the reports and templates selected in the find process. To apply the process only to the reports and templates displayed in the Summary pane, select Apply only to displayed objects.

   This setting works only if more than 300 reports and templates are found, because 300 objects is the maximum that can be displayed in the Summary pane at one time.

7. To clear all reports and templates, select Clear All. If more than 300 reports and templates were found and Apply only to displayed objects is selected, only the set of 300 reports and templates that is currently displayed in the Summary pane is cleared.

   The reports and templates still appear in the list unless the Show only selected reports check box is selected.

8. To re-select all unselected reports and templates, select Select All. If more than 300 reports and templates were found and Apply only to displayed objects is selected, only the set of 300 reports and templates currently displayed is selected.

9. To show the path for each report and template in the Summary pane, select the Show folder path for reportscheck box.

10. Before you replace the export options, you can specify:

    • The location and behavior of the log file

    • Whether to show a status message after the update

    • How to save reports containing shortcuts to stand-alone templates

    • For instructions to specify these options, see Find and Replace Options dialog box.

11. You can edit an individual report or template by right-clicking the report or template in the Summary pane and selecting Edit. The Report Editor or Template Editor opens. After you make your changes, click Save and Close to save the report/template and return to the Find and Replace dialog box.

    Replacing export options invalidates the report caches. A new cache is created when the report is run for the first time after the replacement.

12. After you have reviewed and updated the list of reports and templates, apply the export options to the selected reports and templates by clicking Replace.

    If the Replace button is grayed out, you delayed running a search in the find step above. Click Update Summary to create the list of reports and templates to be updated.

    If Apply only to displayed objects is selected, the export options are applied to only the objects displayed in the Summary pane, rather than all the objects selected in the find process.

13. When you are done, click Close to return to MicroStrategy Developer.

Related Topics

• Find and Replace: Find

• Find and Replace dialog box