Creating a document from a report

You can quickly and easily create a document from an existing report. The report is added as a Grid/Graph (an object that acts like a standard MicroStrategy report) in the Detail Header section of a document. For full details on Grid/Graphs, including formatting, display modes, and view filters, see Displaying Reports in Documents: Grid/Graphs.

The Grid/Graph reflects the definition of the report as closely as possible, as described below:

• The Grid/Graph uses the same definition as the report, including all embedded objects and derived metrics.

  The current view of the report is used as the definition of the Grid/Graph in the document. For example, an attribute that is in the Report Objects pane but not on the report grid is not included in the Grid/Graph, although it is included as a dataset object.

  Training metrics, used for Data Mining Services, will create predictive metrics when the document is executed, if they are included on the Grid/Graph and defined to automatically create predictive metrics. For background information about Data Mining Services, including training metrics, see the Data Mining Services chapter of the Advanced Reporting Guide.

• The mode in which the Grid/Graph is displayed is the same as the report-viewing mode for the report. A graph report creates a Grid/Graph that displays as a graph, and a grid report creates a Grid/Graph that displays as a grid. A report that displays as SQL is displayed as a grid in the document.

• All report formatting is duplicated in the Grid/Graph.

• If the report has a view filter, it is applied to the Grid/Graph.

• Any prompt answers that are stored in the report are copied to the document.

  For an introduction to prompts in reports, and steps to create them, see Building Query Objects and Queries, for Designers in the Basic Reporting Guide.Basic Reporting Help

• If page-by is applied to the report:

  • The page-by fields are added as grouping fields on the document, based on the following:

    • The current element for each of the page fields in the report is set as the current element for each of the grouping fields in the document.

    • If a current element is not selected in the report, the first group-by element, other than All, is used. This scenario can occur when the report was not executed before a document was created from it; therefore, an element was not selected for the page-by. It can also occur if a subtotal is selected as the page-by in the report because documents do not allow subtotals as grouping elements.

    • If neither of the options above are possible, the grouping field is set to All. This scenario can occur when the report was not executed before a document was created from it; therefore, an element was not selected for the page-by. It can also occur if a subtotal is selected as the page-by in the report because documents do not allow subtotals as grouping elements.

  • A Group Header and Group Footer for each page-by field are added to the document.

  For information on how grouping and sorting works, including examples and instructions, see Grouping records in a document, and Using page-by on a document. For background information on page-by in reports, see the Building Query Objects and Queries, for Designers chapter of the Basic Reporting Guide.

Prerequisite

You must save the report before creating a document from it.

To create a document from a report

1. In MicroStrategy Web, do one of the following:

   • From a folder, right-click a report and then select Create Document.

   • Execute the report. Select Create Document from the Tools menu. The new document opens in Editable Mode. You can edit the document here, or switch to Design Mode by clicking the Design Mode icon on the toolbar.

   The new document opens in Design Mode, with the report set as the grouping and sorting dataset and displayed as a Grid/Graph object in the Detail Header section of the document.

2. Format or edit the Grid/Graph. For steps to edit and format Grid/Graphs, as well as background information about Grid/Graphs, see Displaying Reports in Documents: Grid/Graphs.

3. Format and edit the rest of the document. A few suggestions are listed below:

   • Select additional data for the document. Add data fields, auto text codes, text labels, images, and other controls. See the following for steps:

     • Adding text and data to a document: Text fields

     • Displaying document and dataset information: Auto text codes

     • Displaying real-time web and other HTML content: HTML containers

     • Adding shapes and lines to a document

     • Inserting images in a document

     • Adding a report to a document

   • Move, size, and align the controls that you added. For steps, see Arranging controls on a document.

   • Change the formatting of the document. You can format the various controls and sections, as well as the document as a whole. For descriptions of the various formatting options, and steps to apply them, see Formatting Documents.

   • Group and sort the data. For steps, see Grouping and Sorting Records in a Document.

   • Add totals, if desired. For steps, see Metric calculation in document sections.

4. Save the document by selecting Save As from the Home menu.

5. Type a name for the document and click OK.