Adding a report to a document

A Grid/Graph is a container that is placed in a document and which displays a standard MicroStrategy grid or graph report. The Grid/Graph (referred to simply as a report) can be directly associated with one dataset or with multiple datasets. The data from the datasets is used to populate the report. (A dataset is a set of data that can be displayed on a document; it can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. For background information on datasets, see Using datasets in documents.)

Before you can place objects from multiple datasets on a single report, you must have the Import Table from Multiple Data Sources privilege.

A report can be placed anywhere in a document except the Detail section. (Since controls in the Detail section are repeated once per row of the dataset, the report would be repeated on each row.)

You can add a report to a document in any of the following ways:

If the document already contains the dataset that will populate the report with data, then do one of the following:
- Create a report that includes all the objects of the dataset, whether they appear on the dataset's grid or in the Report Objects pane. Any view filters on the dataset are not applied to the report.
- Create a report that looks like the dataset itself—the dataset's formatting is copied and only those objects displayed on the dataset's grid are copied onto the report. Any view filters on the dataset are applied to the report.
If the dataset formatting changes or objects are added to or deleted from the dataset, the report in the document does not change. To link the report to the dataset, create the report as a shortcut (see below).

Both of these procedures are included in To add a report to a document.
If the document does not contain the dataset, then you can add a dataset and a report simultaneously. For steps, see Adding a Grid/Graph and a new dataset simultaneously.
You can create a report that contains objects from multiple datasets. For steps and information on how the datasets are joined, see Adding a Grid/Graph that uses multiple datasets.
You can create an empty report, or placeholder, which you then populate with data from a dataset. The placeholder can display as a grid or as a graph, and you can select the type of graph to display. For more information and steps to add placeholders and datasets, see Adding an empty report and Adding a dataset to an empty report .

You can use report placeholders to create document templates with formatted reports that do not contain any data.
You can create a report as a shortcut. A shortcut is linked to the dataset itself, which means that any changes (such as formatting) made to the dataset are passed to the report in the document. You cannot edit a report shortcut. For information on what you can do with shortcuts, including formatting and unlinking, and steps, see Adding a Grid/Graph as a shortcut.

If a report is not linked to the dataset as a shortcut, changes made to the dataset are not passed to the report. For example, the Revenue metric values on a dataset are displayed in blue font. That dataset is used as the dataset for a report in a document. Later, the font of the Revenue metric values on the dataset is changed to green. The color of the Revenue values on the report in the document does not change. If the report is linked as a shortcut, the color of the Revenue values would change when the Revenue values on the dataset were changed.

If an object is removed from the dataset, that object is also automatically removed from the report in the document, regardless of whether or not the report is linked as a shortcut.

Reports and automatic target maintenance for selectors

Selectors allow a user to display different metrics or different elements of attributes, custom groups, or consolidations in a report (the target of the selector). Targets can be automatically maintained in a layout. This means that when you add a report, the report is the target of all selectors in the same panel or document section as the report. For more information about automatically maintaining targets for selectors, including steps to enable and disable the functionality, see the Dashboards and Widgets Creation Guide.

Prerequisite

This procedure assumes that the document contains the dataset that will populate the report with data.

To add a report to a document

In MicroStrategy Web, open the document in Design Mode.

Do one of the following:

To Create	Follow These Steps
An empty report that is not displayed in the PDF or in Presentation Mode	From the Insert menu, select Grid or Graph, and then click and drag in the section where you want to place the report: An empty report is a placeholder; you can populate it later with data from a dataset. For steps, see Editing data in a Grid/Graph.
A report containing all the objects on a dataset	Click in the document section where you want to add the report. Right-click the dataset in the Dataset Objects panel and select Add to Section without formatting. Any view filters are ignored and all objects on the dataset, whether they are on the grid or only in the Report Objects pane of the dataset, are displayed on the report.
A report with several dataset objects on it	Add an empty report, as described above. Select an object in the Dataset Objects panel, and then drag and drop it in the empty report. Repeat for each dataset object.
A report containing objects from multiple datasets	Add an empty report, as described above. Select an object in the Dataset Objects panel, and then drag and drop it in the empty report. Repeat for each dataset object. The dataset source for the report is determined by the last object added to the report. For more detailed steps, and information on how the datasets are joined, see Adding a Grid/Graph that uses multiple datasets.
A report that: Copies the formatting of the dataset Contains only those objects displayed on the dataset's grid (versus those in Report Objects but not on the grid)	Click in the document section where you want to add the report. Right-click the dataset in the Dataset Objects panel and select Add to Section with formatting. Any view filters on the dataset are applied to the report. Only the objects on the dataset's grid are displayed on the report. If the formatting of the dataset changes, the formatting of the report does not change. If you want the formatting to change, use a shortcut instead. This method allows you to use a subset or view report as a dataset. For background information on subset reports, see Using a view report or base report as a dataset.
A report linked to the dataset as a shortcut	Click in the document section where you want to add the report shortcut. Right-click the dataset in the Dataset Objects panel and select Add to Section as Shortcut. The resulting report is linked to the dataset, so that any changes made to the dataset are passed to the report in the document. To edit the dataset in the report, you must first unlink the report shortcut; for steps, see To unlink a linked Grid/Graph shortcut.

You can place a report anywhere in a document except the Detail section. Since controls in the Detail section are repeated once per row of the dataset, the report would be repeated on each row.

The report is added. Its default display is as a grid (a standard MicroStrategy grid report with rows and columns of attributes and metrics), unless you added an empty graph or a graph report with formatting. You can change the display by selecting one of the following view options:
- Graph: Right-click the report, point to View Mode, and select Graph View. The width and height are automatically set to fixed.
- Grid: Right-click the report, point to View Mode, and select Grid View. The width is set to fit to contents and the height is fixed.
- Grid and graph: Right-click the report, point to View Mode, and select Grid and Graph View. To control the placement of the grid relative to the graph, select the Layout category from the Properties and Formatting dialog box, then select an option from the Grid Position drop-down list.

After a report has been added to the document, you can:

Add additional objects to the report. See Editing data in a Grid/Graph for steps.
Enable quick switch between graph view and grid view for end users. For a description of quick switch and steps, see Quick switch for Grid/Graphs.
Display a title bar, which allows users to minimize and maximize the report. It also helps identify the report in all views. For examples and steps, see Adding title bars to Grid/Graphs.
Resize the report. For steps, see Selecting and viewing a Grid/Graph.
Create a view filter to filter the data that is displayed in the report. For examples and steps, see Using view filters on Grid/Graphs.
Change the dataset, which provides the data displayed on the report. For steps, see Changing datasets in Grid/Graphs.
Enable drilling on the data in the report. For information on drilling and steps, see Drilling in Grid/Graphs.
Format different parts of the report:
- Format the Grid/Graph container (the object that displays the grid or graph report within the document) to change settings such as name, position, size, borders, and background of the object displaying the report grid or graph. See Formatting Grid/Graph containers for steps.
- Edit the Grid/Graph, to change settings on the grid or graph report, such as row and column formatting, graph style, and sorting. See Selecting and viewing a Grid/Graph for steps.
- Format the title bar to affect how the title bar is displayed, such as the font, background, and border. See Formatting Grid/Graph containers for a comparison of formatting the container and the title bar, and steps.
Formatting affects the report on the document; it does not change the original dataset report. Similarly, any changes made to the dataset, such as formatting a metric or changing the graph type, are not propagated to the report, unless the report is a shortcut. If an object is removed from the dataset, that object is also removed from the report in the document, regardless of whether or not the report is linked as a shortcut. For more information on linking reports as shortcuts, see Adding a Grid/Graph as a shortcut.