Document Editor

The Document Editor allows you to create, customize, and save documents to be used across the MicroStrategy platform. It allows you to easily design documents, with field-level, pixel-perfect layout and formatting of the dataset objects (that is, metrics, attributes, and so on).

If you have generated the PDF for a document and are in Adobe Acrobat Reader (looking at the executed document, and not in the Document Editor), click Adobe Acrobat Reader for more information on that interface.

Before you begin using the Document Editor, you should:

• Know the location of the reports within your project

• Have created reports to use with documents, to ensure that all the needed data is available

• Understand the concepts of documents, reports, and datasets

• Be familiar with the different sections of documents

Document Editor contents

The Document Editor help is divided into the following topics. Click each for more information.

• Layout area, in the center of the interface, which provides the framework for displaying the headings and value cells of the dataset objects

• Menu bar options, which provide various options such as accessing properties, switching views, and formatting

• Toolbars, which use icons to provide direct access to the primary tools available from the menu bar

• Layout tabs, which are used to switch between layouts, are displayed above the Grouping panel if the document contains multiple layouts

• Grouping panel, at the top of the interface, labeled Drop Grouping Fields Here, which lets you group information in the document in a hierarchical structure

• Save Options dialog box , which displays when you save a prompted document

The accordion pane at the left of the interface displays datasets, the property list, or notes. Switch between them by clicking the appropriate name at the bottom of the pane.

• Datasets, which contains the datasets selected for the document

• Property List, which displays the formatting properties of the object selected on the layout

• Notes, which displays the notes or comments added to the document

Accessing the Document Editor

Do one of the following:

1. Select New and then Document from the File menu of MicroStrategy Developer.

2. In the New Document dialog box, double-click a template or the Empty Document icon.

3. If you selected Empty Document, the Select a report dialog box opens. Find and select the report or reports to use as datasets for the document. Click OK.

4. The Document Editor opens with the selected dataset displayed in the Datasets pane.

   You can also create a document from a report.

To edit an existing document, navigate to the document in MicroStrategy Developer. Right-click the document and select Edit.

Related Topics

• Creating documents using the Document Editor

• Creating documents using templates

• Document Editor procedures

• Getting started with documents