Creating documents

You can create a document in one of several ways, depending on your needs:

• On your own using the Document Editor, which allows you to select the information to be included and the formatting of the document. You can add one or more datasets to the document. The dataset is a MicroStrategy report that provides the data that appears in the document. All of the report's elements–attributes, custom groups, consolidations, and metrics–are available for use on the document.

• With the help of the Document Wizard, which provides steps to create the document.

• Using another document as a template, which allows you to pattern the new document after an existing one. The same dataset, controls, formatting, and layout as the template are used in the new document. However, you can add to or modify the new document after it is created.

• From a report. The report is added as a Grid/Graph in the Detail Header of the new document. You can also select multiple reports at the same time to create a multi-layout document.

You can also create, edit, or delete multiple documents at the same time by using a Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For example, you can create multiple empty documents that use the same document template. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Help.

A Report Services (RS) dashboard is a special type of document. An interactive document is commonly only one page long, is intended to be viewed online, and usually provides interactive features that let analysts change how they view the document's data. For more information about interactive documents, see Designing dynamic, interactive documents.

After you create a document, you can customize it by:

• Adding controls

• Adding Grid/Graphs, which display reports in the document

• Changing the formatting

• Aligning controls on documents

• Distributing controls on documents

• Moving controls on documents

• Ordering controls on documents

• Sizing controls on documents

• Creating hyperlinks

• Adding page breaks to documents

• Adding page numbers to documents

• Calculating totals in documents

• Sorting the document

• Grouping the document

• Inserting additional sections

• Adding datasets to documents

• Changing datasets in a document

Related Topics

• Creating document templates

• Getting started with documents

• Document Editor

• Document Wizard