MicroStrategy ONE

Document Properties dialog box: Export

The Export section of the Document Properties dialog box contains the following document properties, which determine how the document is exported to Microsoft Excel, HTML, and to a PDF file:

All these properties affect the entire document, including all layouts of a multi-layout document.

General properties

  • Export: specifies whether to export All layouts or just the Current layout of a multi-layout document.

  • Expand page-by: specifies whether to export the entire document or only the selected group element. For information on page-by and grouping, see Using page-by on a document and Grouping records in a document.

  • Prompt user on export: specifies whether the user is prompted to choose what to export. The prompt allows the user to select whether to export all layouts or only the current layout, and whether to expand page-by.

  • If Prompt user on export is cleared, the Export and Expand page-by properties described above are used.

  • If Prompt user on export is selected, but either of the following is true, the user is not prompted, and the Export and Expand page-by properties described above are used:

  • The document has one layout and no grouping.

  • The document has one layout, is grouped, and the page-by selections are set to All.

Excel properties

These properties work together to determine how images are displayed in Excel. For a detailed explanation of the interaction, see Selecting Excel export options for documents.

  • Embed images: means that a user can see the image when he opens the Excel file on another computer that does not have a network connection.

  • Graph format: specifies whether to Use live Excel charts or Use embedded bitmaps. Live Excel charts ensure a smaller export size and integrate fully with Excel. However, they support fewer graph properties than MicroStrategy does; for a complete list see Selecting Excel export options for documents.

PDF properties

  • Include bookmarks: sets whether bookmarks are generated for each element of each grouping field in the document. Bookmarks create a table of contents for the PDF. If the document is not grouped, no bookmarks are generated. For more information and instructions, see Including bookmarks in PDFs.

    This option is selected by default.

  • Show bookmarks: determines whether the bookmark panel is displayed when the PDF is viewed. If the check box is not selected, the bookmarks can still be generated but they are not displayed automatically when the PDF opens.

    By default, this option is selected. If you clear the Include bookmarks in PDF check box, this check box becomes unavailable.

  • Embed fonts: defines whether the original fonts chosen in the Document Editor are used to display and print the PDF, even on machines that do not have those fonts installed. This ensures the portability of the PDF. For more information and instructions, see Embedding fonts in PDFs.

    The fonts must be installed on the MicroStrategy Developer machine to ensure that the document is rendered correctly when creating and editing the document. The setting above ensures that if the fonts used in the document are available on the machine that generates the PDF, the fonts are embedded in the PDF. When you execute a document on MicroStrategy Developer, the PDF is generated by that client machine. When you execute a document on the MicroStrategy Web, the PDF is generated by the Intelligence Server machine.

  • Use bitmaps for graphs: By default, graphs are generated using vector graphs, which are much smaller and reduce the size of the PDF. They also improve the quality of printed graphs. Select this check box to generate graphs using bitmaps instead. For more information and instructions, see Changing the graph resolution in PDFs.

    Use bitmaps if you want to use any of the following, which are not supported by vector graphs:

    • Background pattern (only the background color of the pattern is used)

    • Rectangular gradient (linear and circular gradients are supported; rectangular gradients are converted to circular gradients)

    • Texture and picture background (a solid white background is applied)

  • Use draft quality: determines whether bitmap graphs are generated using a lower resolution, thus reducing the size of the PDF. The quality of the graph images on screen is generally not affected, but the quality of the printed graphs is impacted.

    This option is available only for bitmaps, not for vector graphs.

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