MicroStrategy ONE

Transaction-enabled documents: Interacting with document sources

MicroStrategy Transaction Services lets you embed write-back functionality into Report Services (RS) documents and dashboards for the purposes of decision-making or initiating a transaction. A document designer can create a Transaction Services-enabled document to allow analysts to approve requests, track business activity, and execute business decisions by editing their business data in the document and sending those interactions back to the data sources.

For example, an analyst can view a list of employees with time off requests, choose to accept or reject each request, then update their data to display the new status of each request. In a document displaying a list of products that need to be restocked for a store, an analyst can change the quantity to reorder for each product, then submit their changes.

Analysts can use Transaction Services-enabled documents to interact with the data in Express Mode in MicroStrategy Web, and when viewed on an iPhone or iPad with MicroStrategy Mobile.

You must have the Transaction Services product to create and use Transaction Services-enabled documents. A high-level procedure to create a transaction-enabled document or RS dashboard in MicroStrategy Web is provided below. For more detailed instructions, refer to the Document Creation Help.

Creating a transaction-enabled document

You create a transaction-enabled document by performing the following high-level steps in MicroStrategy Web:

  1. Link a Grid/Graph or the text fields on a panel stack to a Transaction Services-enabled report. Data from the input objects defined in the Transaction Services report is displayed in the Grid/Graph or text fields for users to edit.

  2. Link each input object on the Transaction Services report to an attribute form or metric (for Grid/Graphs) or a text field (for text fields on a panel stack).

  3. Determine what type of input object control is displayed to users when they view the Transaction Services-enabled document. Analysts use these input object controls to edit the data displayed in a document. For example, users can type text in a text field, turn a switch on and off to specify a numeric value, select a value from a list, and so on.

  4. Add an action selector button or link as you design the document. The button or link targets the Grid/Graph or panel stack. When the document is viewed, users can click the button or link to submit, update, or discard their changes to the data. Action selector buttons and links are only displayed in Design, Editable, and Express Mode.

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