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Specifying that groups are exported to separate Excel worksheets

When you export a grouped document to Excel, you may want to place each element (or page) of a grouping field in its own worksheet, in the same Excel workbook. By default, all elements/pages are exported to the same Excel worksheet.

For example, a document grouped by region contains employee and revenue data. When it is exported to Excel, all the regions are included in the same worksheet. The Excel workbook contains only one tab, labeled with the document name.

If you specify instead that each group is exported to a separate worksheet, the same document, when exported to Excel, has a separate worksheet for each region. Each worksheet lists only those employees in that region. Each region has its own tab, labeled with the document name and a number.

For samples of these documents, see the Document Creation Help.

To export a group to separate Excel worksheets

  1. Open the document in the Document Editor. How?

  2. If the document contains multiple layouts, click the tab of the layout that you want to modify.

  3. If the Grouping panel is not displayed, select Grouping from the View menu.

  4. If a group has not been defined, group the records. How?

  5. In the Grouping panel, right-click the grouping item and select Grouping Properties. The Grouping Properties dialog box opens.

  6. Select the Sheet break between groups check box.

    This option is not available if there is a group to the left of the selected group and either of the following is true:

    • The group to the left of the selected group is not defined to export to separate Excel worksheets. For an example, see the Document Creation Help.

    • The group to the left of the selected group is defined to display horizontally.

  7. Click OK to return to the Document Editor.

To export the document to Excel, click the PDF icon in the toolbar to switch to PDF View, and then select Export to Excel from the File menu. For more detailed instructions on exporting to Excel, see Exporting documents to Excel.

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