MicroStrategy ONE

Creating and Formatting Titles

All graphs can include titles and subtitles which can help to clearly identify the graph. They can also include footnotes that provide additional information about the graph.

By default, the title of a graph is the name of the report, but you can manually change this as described in the procedure below.

Most graphs can also include a category axis title and a numeric Y1-axis title. Some graph styles, such as Histograms, and graph sub-types, such as 3D graphs, can include additional titles, as described in the table below.

Graph Sub-Type/Graph Style

Additional titles that can be included

All Surface graphs

Series Axis Title, which provides additional detail on the information that is being shown on the series axis

All 3D graphs

Series Axis Title, which provides additional detail on the information that is being shown on the series axis

All Dual-Y graphs

Value Title (Y2), which can provide information about the Y-2 axis

All bi-polar graphs

Value Title (Y2), which can provide information about the Y-2 axis

Bubble

X-Axis Title

Scatter

X-Axis Title

Histogram

X-Axis Title

Creating and Adjusting Titles in MicroStrategy Developer

The steps below show you how to display and format titles for a graph.

To Create and Adjust Titles in MicroStrategy Developer

  1. Open a report in Graph View.
  2. Choose Graph > Titles and Labels.
  3. Within the Titles category, select the check box for the title or label to display.

    You can select the Title, Footnote, or Subtitle check boxes to display these titles and labels.

  4. Enter the text to display for the title or label.

    You can also use variables that display various report information for the titles and labels such as the report name, report creation time, report description, and so on. For information on creating a dynamic title, see Creating Dynamic Titles Using Variables in MicroStrategy Developer.

  5. Click Apply.
  6. Click OK.
  7. Choose File > Save.

Creating Dynamic Titles Using Variables in MicroStrategy Developer

For some types of titles, you can use variables so the titles become dynamic. Variables generate the titles automatically every time the report is run. Variables can be used to display the report name, current date and time, report description, name of the project, name of the user executing the report, and so on. You can use multiple variables in the same title or combine static text and variables.

The following table describes the variables you can use to insert dynamic text into your graph's titles and labels.

Variable

Description

{&REPORTNAME}

Name of the report.

{&REPORT
DESCRIPTION}

Report description as entered in the Properties dialog box.

{&CREATIONDATE}

Date the report was created. All dates and times are displayed in the format designated for the computer.

{&CREATIONTIME}

Time the report was created. All dates and times are displayed in the format designated for the computer.

{&AXISINFO}

(Scatter plots and Bubble charts only) Innermost label from the grid that represents either the X or Y metric.

{&PROJECT}

Project in which the report is stored.

{&USER}

Full name (not MicroStrategy Developer login) of the user executing the report.

{&PROMPTn&}

User's answers to prompts in the report, where n is the number of the prompts, in order; {&PROMPT1&} returns the answer to the first prompt, {&PROMPT2&} returns the answer to the second prompt, and so on. Applies to object prompts and attribute qualification prompts only.

If n is greater than the number of prompts in the report, the code itself is displayed in the report.

{&PROMPTDETAILS}

All prompt answers for the report. Applies to metric qualification prompts, object prompts, and attribute qualification prompts only.

This variable is useful if you do not know the exact order or number of prompts in the report.

{&EXECUTIONTIME}

Date and time the report was executed. All dates and times are displayed in the format designated for the computer.

{&FILTERDETAILS}

Report filter and report limit used in the report. Applies to attribute element list prompts, hierarchy qualification prompts, metric qualification prompts, and attribute qualification prompts only, as well as all filters and limits that do not contain prompts.

If the report does not have a filter, the text "Empty Filter" is printed. If the report does not have a limit, the text "Empty Limit" is printed.

{&PAGEBYDETAILS}

Current attribute elements selected in the page-by.

Positioning and Formatting Graph Titles in MicroStrategy Developer

You can also determine the location, font, and color of any of the titles by using various formatting options, as described in the procedure below.

To Change the Formatting of a Graph Title in MicroStrategy Developer

  1. Open a report in Graph View.
  2. Choose Graph > Formatting, and then choose the title to format.
  3. Define the color, font, alignment, frame, and other font options for the text.
  4. Click Apply.
  5. Click OK.
  6. Choose File > Save.

When you view a report in Graph View and set the font size for the axis label to a very large value, the graph size shrinks to accommodate the font size for the axis label. However, this functionality differs in 3D graphs, as explained in Adjusting the Layout, Size, and Scale of a Graph.

You can also apply a specific font to graph titles and labels in selected sets of reports and templates throughout a MicroStrategy project. To do so, use the Find and Replace feature in MicroStrategy Developer. You can access this feature from the Tools menu. For more information on the Find and Replace feature, refer to Find and Replace Report, Template, and Metric Formatting.

Displaying and Formatting Titles in MicroStrategy Web

You can create titles for a graph or various graph components, and you can change the titles that appear on a graph, including the font and text size. Titles include:

  • Title of the graph
  • Subtitles
  • Footnotes
  • Names of graph axes

You can automatically update a title or part of a title with variable information, such as the name of the user who executes the report, the date and time the report was created, and so on. These are called dynamic titles. The table below provides shortcuts to use in a dynamic title.

To Display and Format Titles in MicroStrategy Web

  1. Run a report, and display it in either Graph View or Grid and Graph View.
  2. Choose Format > Graph.
    • If DHTML is disabled, click Go.
  3. Select the Format tab.
    • If DHTML is disabled, select the Format link.
  4. Do one of the following:
    • From the left drop-down list at the top, select Titles. From the next drop-down list, select All Titles, Title, Subtitle, or Footnote to specify the graph title to format. Depending on the type of graph, you may also be able to format the Category Axis Title, Y1 Axis Title, or Y2 Axis Title.

      If you select All Titles, you can format all titles on the graph at one time, but cannot change the actual text of the titles.

    • If DHTML is disabled: From the drop-down list, under Titles, select All Titles, Title, Subtitle, or Footnote to specify the graph title to format. Depending on the type of graph, you may also be able to format Category Axis Title, Y1 Axis Title, or Y2 Axis Title. Then click the check mark.
  5. Select the Show check box to display the title on the graph.
  6. Modify the name of the title as desired.

    You can use dynamic titles using shortcuts; see the table below for the text you need to type to achieve a dynamic title.

  7. Specify the font type, size, color, and effects to apply to the selected title.
  8. Click OK.

Shortcuts for Dynamic Titles in MicroStrategy Web

You can create dynamic titles for a graph by typing a shortcut in the title. A dynamic title is automatically generated every time a report is run. You can use multiple shortcuts in the same title, and combine static text and shortcuts.

If you type Profit Forecast - {&CREATIONDATE} in a graph title, when the report is executed the date that the report was created is automatically displayed in the graph title, as follows: Profit Forecast - 4/15/11.

The table below lists the shortcuts you can use to create dynamic titles for a graph.

Type This Shortcut In Title

Title Displays This When Report Is Run

{&REPORTNAME}

Name of the report, designated by the report's creator.

{&REPORTDESCRIPTION}

Report description, as it appears in the report's Properties dialog box.

{&CREATIONDATE}

Date the report was created.

{&CREATIONTIME}

Time the report was created.

{&PROJECT}

Project in which the report is located.

{&USER}

Full name of the user executing the report.

{&PROMPTn&}

User's answer to a specific prompt in the report.

Type a number in place of n, where n is the order number of the prompt (for example, {&PROMPT1&} returns the answer to the first prompt, {&PROMPT2&} returns the answer to the second prompt, and so on). This shortcut applies only to object prompts and attribute qualification prompts.

If n is greater than the total number of prompts in the report, the variable cannot be replaced with actual data, so the code itself is displayed in the title. See the next shortcut for an alternative if you do not know the number of prompts.

{&PROMPTDETAILS}

User's answers to all prompts in the report.

This shortcut applies only to metric qualification prompts, object prompts, and attribute qualification prompts.

This variable is useful if you do not know the exact order or number of prompts in the report.

{&EXECUTIONTIME}

Date and time the report is executed.

{&FILTERDETAILS}

Report filter and any report limit used in the report.

This shortcut applies to all filters and limits in reports. It also applies to reports with attribute element list prompts, hierarchy qualification prompts, metric qualification prompts, and attribute qualification prompts.

If the report does not have a filter, the text "Empty Filter" is displayed. If the report does not have a limit, the text "Empty Limit" is displayed.

{&PAGEBYDETAILS}

Attribute elements currently displayed in the page-by area.

Formatting Number Values on a Graph in MicroStrategy Web

You can format the display of numbers on a graph. For example, you can display the values along the Y-axis as currency, with two decimal places.

The procedure below describes how to display number values on a graph in MicroStrategy Web using the Format: Graph dialog box. You can also format a graph using the Formatting toolbar, which is accessible from the View menu: point to Toolbars, then select Formatting. On the toolbar, click Data Values.

To Format Number Values on a Graph in MicroStrategy Web

  1. Click the name of a report to execute it. View the report in either Graph View or Grid and Graph View.
  2. Choose Home > Graph.
  3. Right-click the graph and select Format.
    • If DHTML is disabled, click Go.
  4. Select the Format tab.
    • If DHTML is disabled, select the Format link.
  5. From the left drop-down list at the top, select Series Labels. From the next drop-down list, select All Data Values or the specific series label to format.
    • If DHTML is disabled: From the drop-down list under Series Labels, select All Data Values or a specific series label to format. Then click the check mark.
  6. Select the Show check box to view labels on the graph.

    You can add tooltips that display additional information for the values on the graph. For more information, see Creating Tooltips in a Graph.

  7. Specify the font type, size, color, and effects to apply to the selected label.
  8. To apply labels, such as currency, percentages, or fractions, select the Number tab.
    • If DHTML is disabled, select the Number link.
  9. From the Series Labels drop-down list at the top, select the series labels to format. Select a format category to display, such as Currency or Percentage.

    When selected, some format categories have additional settings such as the number of decimal places and how to display negative numbers.

  10. Click OK.