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Using page-by on a document

You can use page-by to interactively display groups on separate pages in PDF View. Page-by is also available in MicroStrategy Web. It allows a user to dynamically select elements of a grouping field as criteria for analysis. The PDF that results from this selection is called a page of the original document. By allowing the use of different criteria to show information, pages provide an added level of data manipulation and display.

For example, a document displays sales and profit data and is grouped by Year and then Region. By default, both Year and Region are included in the page. In PDF View, you can select a specific year and region to display the data for the selected year and region combination. You could also see the data for all regions for a particular year or all data in the document, regardless of Year or Region.

Since you can group on attributes, consolidations, and custom groups, but not metrics, you cannot page by metrics.

By default, page-by is enabled for all the grouping fields in the document. If you disable page-by for a particular grouping field, any fields to the right of it in the Grouping panel are also disabled. You can also enable page-by while preventing the simultaneous display of all the elements, which is useful for grouping fields that have many elements.

If you display totals for a group, an option named Total is displayed in the drop-down menu for that group in PDF View. For more information on group totals and instructions on displaying them, see Showing totals for a group.

Exporting options

You can control how page-by is exported to Excel or PDF. That is, you can select whether to export only the current page-by selection or the whole document. For more information, see Selecting export options for documents.

Page-by on a document with multiple datasets

If a document has multiple datasets, the elements available in the grouping fields are the elements available in the target (what is being grouped). If the target is filtered, the grouping elements are also filtered.

For example, a document uses two datasets. Both datasets contain Category and Revenue, but one is filtered to include only the Books and Movies categories. The unfiltered dataset is used to create a Grid/Graph. The filtered dataset is the grouping and sorting dataset. The document is grouped by Category, and you can select any of the categories in the page-by.

If the filtered dataset is used to create a Grid/Graph, you can select only Books and Movies in the page-by.

If a Grid/Graph for each dataset is added to the document, you can select any of the categories in the page-by, because the grouping elements come from all of the targets. In this case, the targets are the two Grid/Graphs, which contain all categories. If you select a category that is not included in the filtered dataset, the corresponding Grid/Graph cannot display the data.

To enable page-by

By default, page-by is enabled for all grouping fields, but you can disable it. Follow this procedure if you want to enable page-by on a grouping field for which you disabled page-by.

  1. Open the document in the Document Editor. (How?)

  2. If the Grouping panel is not displayed, select Grouping from the View menu. The Grouping panel opens above the Layout area.

  3. In the Grouping panel, right-click the grouping field on which to enable page-by. Select Grouping Properties. The Grouping Properties dialog box for that grouping field opens.

  4. In the Page-By mode drop-down list, select one of the following:

    • Page-By (Single Element Only): Enables page-by for this group, but you cannot select to display all the elements of the group simultaneously in PDF or HTML View. This is useful for groups with many elements, when you would not want to display all the elements at the same time.

      When a document contains multiple groups, this option is unavailable for the group farthest to the right in the Grouping panel.

    • Page-By (Single Element or All): Enables page-by for this group and allows all elements of the group to be displayed simultaneously.

  5. Click OK to return to the Document Editor.

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