MicroStrategy ONE

Adding and formatting additional text fields in the Customer Header section

Now, add the remaining text fields to the Customer Header section—invoice number, invoice and due dates, and the remittance address. The invoice number is the Customer ID, which is not the default attribute form. The following procedure shows you how to access a particular attribute form, as well as copy a text field. It also demonstrates selecting, formatting, and aligning multiple fields in different ways. For more information, see Arranging controls on a document and Formatting text fields.

To add and format additional text fields

  1. Add the following static text fields to the Customer Header, as shown on the sample invoice. The formatting and alignment will be described later.

    • Invoice #

    • Invoice Date

    • Due Date

    • Remit To:

  2. Add the following lines as one static text field. To insert a break between the lines, press CTRL+ENTER.

    3. MicroStrategy, Inc.
    1861 International Drive
    McLean, VA 22102

  3. Drag and drop Ship Date from the Datasets pane to the Customer Header. A text field containing the text {[Ship Date]} is placed on the Layout area.

To copy a control on the Layout area

  1. Right-click Ship Date on the Layout area and select Copy.
  2. Right-click below Ship Date on the Layout area and select Paste. The document now contains two copies of the control, one for use as the Invoice Date and the other as the Due Date.

To display a particular attribute form

  1. In the Datasets pane, expand Customer.

  2. From the list of Customer attribute forms, drag and drop ID to the Customer Header. A text field containing the text {Customer@ID} is placed on the Layout area.

To select, format, and align multiple controls

  1. Hold down the CTRL key and click the static fields Invoice #, Invoice Date, and Due Date.

  2. Click Bold in the Formatting toolbar.

  3. Set the Left option in the Property List to 2.63 and press ENTER. This will left align the three controls.

  4. Click anywhere in the Layout area to deselect the controls.

  5. Hold down the CTRL key and click Customer@ID and the two copies of Ship Date.

  6. Set Left in the Property List to 3.61, thereby placing the controls along the same line.

  7. In the same manner, select Invoice # and Customer@ID. Set Top in the Property List to .2.

  8. Select Invoice Date and the first Ship Date. Set Top in the Property List to .37.

  9. Select Due Date and the second Ship Date. Set Top in the Property List to .54.

  10. Select the static text fields Remit To: and the MicroStrategy address. Set Width to 1.65.

To align controls using the right-click menu

  1. To align Remit To: with Customer@ID, which you have already set with the correct Top position, select Customer@ID and Remit To:. Right-click, point to Align, and then select an option:

    • If Customer@ID is higher than Remit To:, select Top.

    • If Customer@ID is lower than Remit To:, select Bottom.

  2. Repeat the process with the first Ship Date and the MicroStrategy address text field.
  3. Select Remit To: and set Left to 5.32.
  4. To align the MicroStrategy address text field with the Remit To: control, select both controls. Right-click, point to Align, and then select an option:

    • If Remit To: is to the left of the address, select Left.

    • If Remit To: is to the right of the address, select Right.