MicroStrategy ONE

Changing datasets in Grid/Graphs

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. When you add a Grid/Graph to a document, you choose the dataset. However, you can change that dataset later, if necessary.

You can also replace the dataset of a document, and any Grid/Graphs that use the dataset are updated to use the new dataset instead. For instructions, see Adding datasets to documents.

Prerequisite

This procedure assumes that you have added a Grid/Graph to the document. If you have not, you can add a Grid/Graph and select the dataset at the same time. For instructions to do this, see Displaying reports in documents: Grid/Graphs.

To change the dataset of a Grid/Graph

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

  2. Click the Grid/Graph to select it. Resizing handles display around it.

    If red hashed lines appear around it, you are in edit mode. Press ESC and click the object once.

  3. Select the new dataset report from the drop-down list in Property List: Data: Data source. All the datasets of the document are listed.

  4. When you are done, press ESC or click anywhere in the Layout area outside the Grid/Graph object.

Any dataset objects that are not available in the new dataset are deleted from the Layout area.