MicroStrategy ONE
Displaying document and dataset report information: Auto text codes
Document information includes page numbers, the document name and description, the prompts used in the document, and so on. Dataset report information includes the dataset report name and description, the prompts on the specific dataset report, information about the report filter used on the dataset report, and so on. To display this information, use auto text codes.
When you add an auto text code to a document, the auto text code is placed within a text field, similar to a metric or an attribute. The auto text code, which is essentially a variable, is replaced by the appropriate information when the document is displayed.
This section explains the auto text codes that you can use to display these types of variables, with examples of each. They are grouped by auto text codes available for a document and for a dataset. For a description of each code, see the following topics:
After you add a filter details, prompt details, report details, or template details auto text code, you can configure it. Configuring an auto text code determines what is displayed, not the formatting (such as the font name or background color). For example, if you add an auto text code to display the filter information for a dataset report, you can select whether to include view filter information or to display attribute names. For report details, you can choose whether to include information on prompts, filters, or both, as described in Configuring auto text codes. For instructions on formatting the text field that contains the auto text code, see Formatting text fields.
For more examples of auto text codes, see the Document Creation Help.
To add an auto text code
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Open a document in the Document Editor. How?
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Expand the document section where you want the auto text code by clicking the plus sign next to the section name.
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To add an auto text code, do one of the following:
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On the Insert menu, point to Auto Text, and then select the auto text code from the list. The text field that contains the auto text code is added at the top left corner of the selected section, although you can move the text field to any position.
To add an auto text code to an existing text field, edit the text field (by selecting it and pressing F2) and then add the code. You may need to resize the text field to view the auto text code.
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Insert a blank text field and type the code:
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From the Insert menu, select Text.
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When you move the cursor to the Layout area, the pointer becomes crosshairs. Click in the desired section of the Layout area. If you click and drag in the section, you can size the text field.
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Type the auto text code. Remember to type the code within braces { }. For lists of the auto text codes, see Auto text codes for documents and Auto text codes for datasets.
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Press Enter when you have finished.
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You can change the formatting of the text field using the Property List. How?
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If you added a filter details, prompt details, report details, or template details auto text code, you can configure how it is displayed. For example, if you add an auto text code to display the filter information for a dataset report, you can select whether to include view filter information or to display attribute names. For report details, you can choose whether to include information on prompts, filters, or both, as described in Configuring auto text codes.
When you view the document as a PDF, the auto text code is replaced with the information from the document or dataset.