MicroStrategy ONE

Creating documents using the Document Editor

You can create a document using the Document Editor, which allows you to select the information to be included on the document and the formatting of the document. Documents use datasets (or MicroStrategy reports) as sources for the objects placed on the documents.

To create a document using the Document Editor

  1. From the File menu of MicroStrategy Developer, point to New, and then select Document. The New Document dialog box opens.

    If the Select a report dialog box opens, object templates are disabled for documents. Skip to step 3 below.

  2. Select the Blank Document icon and click OK. The Select a report dialog box opens.

    A document template allows you to start with a predefined structure when you create a new document. The Blank Document template helps you create a traditional document with multiple sections, but you can select a different template. For more information on document templates and using them to create a document, see Creating documents using templates.

  3. Navigate through the report folders and select the MicroStrategy report or Intelligent Cube to use as a dataset. You can select multiple reports by holding the SHIFT or CTRL key while selecting the reports.

    If you select multiple reports, all the selected reports are added to the document. The first dataset in alphabetical order is defined as the grouping and sorting dataset. You can sort and group the document using fields from the grouping and sorting dataset only. For instructions to change the grouping and sorting dataset, see Changing the grouping and sorting dataset for a document. For more information on using multiple datasets in documents, see Creating multi-layout documents.

    If you select an Intelligent Cube, you cannot select another Intelligent Cube or report. For details about using Intelligent Cubes in documents, see Using Intelligent Cubes as datasets.

  4. Click OK. The Document Editor opens with the selected dataset and its objects displayed in the Datasets pane.

    The Datasets pane contains all of the objects from the dataset report, regardless of whether they are displayed on the report. That is, if a metric, for example, is in the Report Objects but not displayed on the report grid, that metric is listed in the Datasets pane. For details about the editor's major sections and toolbars, see Document Editor.

  5. Select the data for the document. Add data fields, auto text codes, text labels, images, and other controls. For more information, see:

  6. Arrange the controls as you like. For instructions, see:

  7. Format the various controls and sections, as well as the document as a whole. For descriptions of the various formatting options, and instructions to apply them, see Formatting documents.

  8. Group and sort the data.

  9. Add totals, if desired. For instructions, see Calculating totals and summary metrics in documents.

    The toolbar contains an Undo button that allows you to roll back actions you did in error. This includes formatting, totals, grouping, sorting, adding data, and so on.

  10. Save the document by selecting Save from the File menu.

  11. You can now execute and view the document by clicking PDF View on the toolbar. The Adobe Acrobat Reader opens, displaying the actual data in the format you created. For more information, see Printing and viewing documents.

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