MicroStrategy ONE
Editing Grid/Graphs in documents
Edit mode for a Grid/Graph provides many of the same options, such as totals and thresholds, for customizing the Grid/Graph as when you edit a report using the Report Editor. The editing options vary depending on how the Grid/Graph is being viewed—as a grid, a graph, or both a grid and a graph.
Editing changes the grid or graph as displayed in the Grid/Graph in the document; it does not change the original report. For this reason, if the Grid/Graph is linked to the original report as a shortcut, you cannot edit it. You can format the Grid/Graph container within the document, whether it is a shortcut or not. For instructions, see Formatting Grid/Graphs, which discusses borders, title bars, and quick switch, among other properties. For instructions to unlink a Grid/Graph shortcut, and more information on shortcuts in general, see Adding Grid/Graphs as shortcuts: Linking a Grid/Graph to its dataset.
Editing options for a Grid/Graph viewed as a grid
Some of the most commonly used options that are available when you edit a Grid/Graph that is viewed as a grid are listed below:
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Row and column formatting
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Sorting
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Totals and subtotals
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Derived metric creation
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Autostyles
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Thresholds
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Moving objects
These options also apply to the grid part of a Grid/Graph viewed as a grid and a graph.
Editing options for a Grid/Graph viewed as a graph
Some of the most commonly used options that are available when you edit a Grid/Graph that is viewed as a graph are listed below:
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Graph style
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Color palette
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Legends
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Graph options such as riser shape, layout type, and location of data labels
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Axis formatting
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Titles
These options also apply to the graph part of a Grid/Graph viewed as a grid and a graph.
Prerequisite
This procedure assumes that the document contains a Grid/Graph. For instructions to add a Grid/Graph, see Displaying reports in documents: Grid/Graphs.
To edit a Grid/Graph
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Open a document in the Document Editor. (How?)
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Double-click the Grid/Graph to enable edit mode. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change.
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If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode.
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Editing changes the grid report or graph report as displayed in the Grid/Graph in the document; it does not change the original report. For this reason, if the Grid/Graph is linked to the original report as a shortcut, you cannot edit the Grid/Graph. You can format the Grid/Graph control within the document, whether it is a shortcut or not. For instructions, see Formatting Grid/Graphs, which discusses borders, title bars, and quick switch, among other properties. For instructions to unlink a Grid/Graph shortcut so that it is converted to standard Grid/Graph, and more information on shortcuts in general, see Adding Grid/Graphs as shortcuts: Linking Grid/Graphs to reports.
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The editing options vary depending on how the Grid/Graph is being viewed:
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In Grid view, or the grid part of Grid and Graph
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In Graph view, or the graph part of Grid and Graph
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To exit edit mode, press ESC.