MicroStrategy ONE

Using MicroStrategy OLAP Services reports as datasets

When you work with reports, you can create a subset report by moving objects from the grid of a report to the Report Objects pane, by using a view filter, or by creating a derived metric. The original report before you made these modifications is referred to as the base report. The new report is called the view or subset report. If you use that subset report as a dataset report for a document, all the information on the base report is available in the document. All the objects from the base report are displayed in the Datasets pane.

Creating a subset report requires MicroStrategy OLAP Services.

How you add a Grid/Graph to a document impacts whether the base report or the subset report is used:

  • If you add the Grid/Graph without formatting, the base report is used.

  • The view filter is ignored, so all the data from the base report is displayed on the Grid/Graph.

  • All objects from the report are displayed in the Grid/Graph, whether or not they were moved to the Report Objects pane of the report.

  • If you add the Grid/Graph with formatting or as a shortcut, the subset report is used.

  • The view filter is applied.

  • Only objects on the grid of the report are displayed in the Grid/Graph.

You can create view filters in Grids/Graphs; these view filters are local to the document. The view filters do not affect the report results, only the Grid/Graph defined in the document. View filters cannot be added to a Grid/Graph if the Grid/Graph is a shortcut. For more information about view filters in documents, see Creating view filters in Grid/Graphs on documents. For more information on Grid/Graph shortcuts, see Adding Grid/Graphs as shortcuts: Linking Grid/Graphs to reports.

For more information on creating Grid/Graphs, see Displaying reports in documents: Grid/Graphs. For more information on view filters and report objects in reports, see Report Objects and View filters.

To use a subset report as a dataset

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

  2. If the Datasets pane is not displayed, click Datasets at the bottom of the panel on the left. If the panel is not displayed at all, select Datasets from theViewmenu.

  3. Select the section to add the report to.

  4. Right-click the dataset name in Dataset Objects and select Add to Section with Formatting.