MicroStrategy ONE

Report Details Properties: Template Details tab

The Template tab of the Report Details Properties dialog box contains configuration options for the Template Details, which displays the complete template details, including attribute details and metric details.

By default, each setting on this tab inherits the project setting, as described in Configuring report details. You can return to this default by selecting <default> from the drop-down list for the specific setting. The default setting is displayed, such as <default> (No).

In addition, the report details preferences specified in the Developer Preferences dialog box overwrite some of the report details properties that deal with the content of the report details. These include whether the template/metric details are displayed. 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 Configuring report details overview) 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.

  • Use the Units from View or Base setting to 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 three metrics, Revenue, Cost, and Profit, but Profit is not on the report grid. If you configure the template details to display the units from the base report, all three metrics show in the Report Details pane. If you configure the template details to display the units from the View report, only Revenue and Cost are shown in the Report Details pane.

  • Use the Base Template name setting to select whether or not to display the template name of the report.

  • If you set Base Template name to Yes, the template name is displayed for a stand-alone template on a report, but the words "Local Template" are displayed for an embedded 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.

  • If you set Base Template name to No, the template name is not displayed, whether or not the template is stand-alone or embedded.

An embedded template is one that is part of the report, as opposed to a template saved as a stand-alone object.

Select whether to include, omit, or use the inherited setting of the:

  • Template Description (the short description of the template)

  • Non-metric template units (objects on the report other than metrics, such as attributes, consolidations, and custom groups)

  • Metrics (the metrics on the report)

If you choose to display metrics, the following settings are also available, so that you can select whether to include them, omit them, or use the inherited settings. 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.

  • Conditional Metrics Only

  • Formula

  • Dimensionality

  • Conditionality

  • Transformation

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