MicroStrategy ONE

Formatting a document for export

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

  • Export data to a Microsoft Excel spreadsheet for further manipulation and use.

    Before you export to Excel, see Best practices: Designing documents for Excel for tips to create a document that will display correctly when it is exported to Excel.

    For instructions to export documents to Excel, see Exporting documents to Excel.

  • Export a Report Services (RS) dashboard to a Flash file, so that 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 dashboard.

    For more information and instructions to export documents to Flash, see Exporting RS dashboards to Flash for stand-alone use.

  • Export the document to a PDF file, and keep the file open in a separate window outside of the Document Editor. You can then return to the Document Editor, switch to Design View, and edit the document, while keeping a copy of the PDF open to refer to.

    For instructions to open the PDF in a separate window, see Opening PDFs in separate windows: Exporting documents as PDFs.

  • Open the current document in a separate browser window outside of the Document Editor. You can then return to the Document Editor, switch to Design View, and edit the document, while referring to a copy of the document as it looks in a browser.

    For instructions to export documents to HTML, see Opening documents in separate browser windows: Exporting documents to HTML.

Before you can export a document, you must select the formats that the document can be exported to. For instructions, see Enabling 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 document 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 Specifying default export options.

Before you export a document that contains multi-codepage translations, such as English and Japanese, to PDF, the fonts for labels, Grid/Graph objects, and so on should be set to a Unicode font such as Arial Unicode MS. This allows all characters to be shown by default when a user changes the metadata language.