MicroStrategy ONE

Opening PDFs in separate windows: Exporting documents as PDFs

You can export a document as a PDF file that opens in a separate window outside MicroStrategy. This is useful for a document designer, who can then return to the Document Editor, switch to Design View, and edit the document while keeping a copy of the PDF open to refer to.

  • If your document contains page-by fields, you can choose to export the entire document or only the page currently displayed. Page-by allows you to view the PDF by a selected group element.

  • If your document contains multiple layouts, you can choose to export the entire document or only the current layout. For more information on how layouts are exported to PDF, see Exporting multi-layout documents.

Before you export a document, you can specify the export options. These options include whether to create bookmarks, embed fonts, use bitmaps or vector graphs for the graph resolution, and prompt users to choose what to export. For details and instructions, see Selecting PDF export options for documents.

If the document contains multi-code page translations, such as English and Japanese, the fonts for labels, Grid/Graph objects, and so on should be set to a Unicode font such as Arial Unicode MS. This allows all characters to be shown by default when a user changes the metadata language. For instructions on formatting, see Formatting text fields and Editing Grid/Graphs in documents.

To export a document to PDF (open a PDF in a separate window)

  1. In MicroStrategy Developer, double-click the document name or icon. The document opens in PDF View, in Acrobat Reader.

  2. Click the Export to PDF icon in the toolbar. The Export to PDF dialog box opens.

    If the Export to PDF icon is unavailable, you must select PDF as an export format. For instructions, see Selecting available export formats.

    If the dialog box is not displayed, you do not need to choose what to export, and the PDF opens immediately. The data that is exported depends on the layout and page-by properties in Document Properties dialog box: Export. This occurs for any of the following reasons:

  3. If your document contains multiple layouts, you can choose to export the entire document or only the current layout.

    • To export the entire document, select All layouts.

    • To export the current layout only, select Current layout.

  4. If your document contains page-by fields, you can choose to export the entire document or only the page currently displayed. Page-by allows you to view the PDF by a selected group element.

    • To export the entire document, select the Expand page-by check box.

    • To export only the page displayed in PDF View, clear the Expand page-by check box.

  5.  Click OK. The PDF opens in another instance of the Acrobat Reader.

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