MicroStrategy ONE

Creating documents using the Document Wizard

You can create a document using the Document Wizard, which guides you through selecting the information to be included on the document and the formatting of the document. Documents use datasets as sources for the objects placed on the documents.

To create a document using the Document Wizard, you need to open the wizard from MicroStrategy Developer.

Prerequisite

See the prerequisites to work with MicroStrategy Report Services documents.

To create a document using the Document Wizard

  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. Enable them by following the directions in Steps to use object templates and start this procedure over.

  2. Select the Document Wizard icon and click OK. The Welcome page of the Document Wizard opens.

  3. Review the process and click Next. The Select the document's data source type and specify a title page opens.

  4. Click Browse and select the dataset to be used. Click OK to return to the wizard.

  5. Enter the document title, which appears in the Document Header.

  6. Click Next. The Select fields for the document page opens.

  7. From the Available fields list, select the fields to appear on the document. Click > to add the selections to the Selected fields list.

  8. Click Next. The Select how the document is grouped page opens.

    The Available fields list 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 Available fields list.

  9. The list on the left contains the fields that will appear on the document. Select a field to use to group the data in the document. Click > to add it to the preview on the right, which displays an example of how the report will look with the selected grouping. Add any other grouping items in the same manner.

    Grouping also determines the hierarchical structure of the document. When a grouped document is displayed in PDF View, you can use page-by to interactively display groups on separate pages. For more information on grouping, see Grouping records in a document.

  10. If necessary, change the order of the grouping items. Select a grouping item and click the up or down arrow to change the item's position.

  11. Click Next to open the Specify group sorting page, which lists the grouping items you specified in the previous page.

  12. To change the Criteria of a grouping item, click in the appropriate cell. A drop-down list appears. From the list, select the criteria to sort by:

    • If the selected grouping item is an attribute, select which attribute form to sort on.

    • If the selected grouping item is a custom group, select from the following options:

    • Default: inherits the sort property of the custom group

    • Top: the element name is displayed first, then its individual items

    • Bottom: the individual items of an element are displayed, followed by the element name

    These options affect the document only if the custom group is displayed as Show only the individual items within this element and also, expand these individual items if possible or Show element names, individual items within this element and also, expand these individual items if possible. For more information on these settings, see Custom Group Editor: Choose a display option dialog box.

    If the Sort By object is a consolidation, the only option is Default. You are adding the item to the sort order of the document but cannot choose how the item itself is sorted.

  13. In the Order column, select Ascending or Descending for each grouping item.

    You cannot change the Order if the object is a custom group or if the Criteria of an attribute is set to Default.

  14. Change each grouping item as necessary. When you are done, click Next to open the Select a template for the document's layout page.

  15. Select a layout, which affects the position and placement of controls on the document, from the list of Available layouts. A preview displays in the Sample pane.

  16. Select the orientation of the document—Portrait (prints vertically on the paper) or Landscape (prints horizontally across the paper). The sample changes to reflect this setting.

  17. Select whether to Fit fields to page, which will attempt to fit all the selected fields horizontally on a single page.

  18. Click Next to open the Select the document's formatting Autostyle page.

  19. Select an Autostyle from the list. An Autostyle is a predefined collection of properties which you can apply to a document to change its formatting or appearance.

    You must define and save an Autostyle before it appears in this list. See Creating Autostyles.

  20. Click Finish to create the document and open it in the Document Editor.

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

  22. If you wish, view the document by clicking PDF View on the toolbar. The Adobe Acrobat Reader opens, displaying the actual data in the format you created.

Related Topics