Adding Grid/Graphs and new datasets simultaneously

A Grid/Graph acts as a standard MicroStrategy report in a document. The data displayed on the Grid/Graph is provided by a dataset report. If the document already contains the dataset report, you can add a Grid/Graph with that dataset report. For instructions, and more information on Grid/Graphs, see Displaying reports in documents: Grid/Graphs.

If the report that will populate the Grid/Graph with data has not been added to the document yet, you can add a new dataset report and a Grid/Graph to the document at the same time.

You can decide whether to copy the report's formatting or to use the default Grid/Graph formatting (the control default).

• If you copy the report's formatting, then the Grid/Graph includes only those objects displayed on the report grid. If the report is displayed as a graph, then the Grid/Graph is displayed as a graph.

• If you use the default formatting, then the Grid/Graph includes all the objects of the report, whether they appear on the report grid or in the Report Objects pane. The Grid/Graph is displayed as a grid.

If the document already contains an Intelligent Cube as a dataset, you cannot add a report or another Intelligent Cube as a dataset. You must either remove the Intelligent Cube as a dataset before you can add another dataset. Alternatively, to use the data from multiple Intelligent Cubes in a single document, create reports that connect to the Intelligent Cubes and then add those reports as the datasets in the document, as described in Using Intelligent Cubes as datasets.

To add a dataset report and a Grid/Graph simultaneously

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

2. Click the Reporticon in the controls toolbar, or select Report from the Insert menu.

3. Click and drag in the section where you want the Grid/Graph. The Pick Dataset dialog box opens.

   You can place a Grid/Graph anywhere in a document except in the Detail section. Since controls in the Detail section are repeated once per row of the dataset, the Grid/Graph would be repeated on each row.

4. Locate and select the report to add to the document. This dataset report also provides the data for the new Grid/Graph.

5. By default, the report's formatting is used on the Grid/Graph and the Grid/Graph includes only those objects displayed on the report grid.

   • To use the default Grid/Graph formatting (the control default) instead, clear the Use formatting of this report check box. The Grid/Graph will include all the objects of the report, whether they appear on the report grid or in the Report Objects pane.

6. Click OK to return to the document.

   • A new Grid/Graph is displayed in the document, and the dataset report is displayed in the Datasets pane.

7. You can:

   • Add additional objects to the Grid/Graph

   • Display a title bar

   • Enable quick switch

   • Edit the Grid/Graph, to change settings such as graph style and Autostyle

   • Resize the Grid/Graph

   • Create a view filter

8. You can format different parts of the Grid/Graph--the container (the object that displays the actual report grid or graph), the report grid or graph itself, and the title bar.

   • Format the container of the Grid/Graph to change settings such as name, position, size, borders, and background of the object displaying the report grid or graph.

   • Edit the Grid/Graph, to change settings on the report grid or graph, such as row and column formatting, graph style, and sorting.

   • Format the title bar to affect how the title bar is displayed, such as the font, background, and border.

Related Topics

• Displaying reports in documents: Grid/Graphs

• Using datasets in documents