Displaying document and dataset information: Auto text codes

Auto text codes allow you to automatically display information in a document, such as page numbers, the current date and time, and report filter details. For example, you can add the auto text code {&DOCUMENT} to a text field in a document. When you view the document as a PDF, or display the document in Presentation, Design, or Editable Modes, the auto text code is automatically replaced with the name of the document.

Auto text codes are grouped into two types:

•

Document information includes page numbers, the document name and description, the prompts used in the document, and so on.

•

Dataset information includes the dataset name and description, the prompts on the specific dataset, information about the report filter used on the dataset, and so on.

This section provides steps to add an auto text code and explains the auto text codes that you can use to display these types of variables, with examples of each.

To add an auto text code to a document

1. In MicroStrategy Web, open a document in Design Mode.
2. Expand the section where you want the auto text code by clicking the plus sign next to the section name.

3. Do one of the following:

   • To select the auto text code from a list, from the Insert menu, select Auto Text, then select the code to insert. The text field that contains the auto text code is added at the top left corner of the selected section, although you can move the text field to any position.
   • To add an auto text code to an existing text field, edit the text field (select it and press F2) and then add the auto text code. You may need to resize the text field to view the auto text code.
   • To type the auto text code manually, insert a blank text field and type the code within braces { }. If an object's name contains spaces or special characters, enclose it in square brackets [ ] within the braces.

   For lists of the available auto text codes, see the following:

   Auto text codes for document information

   Auto text codes for dataset information

4. After you add an auto text code, you can configure how it is displayed. For example, if you add an auto text code to display the filter information for a dataset, you can select whether to include view filter information or to display attribute names. For report details, you can choose whether to include information on prompts, filters, or both. For examples and steps, see Configuring auto text codes.

When you view the document as a PDF or display it in Presentation, Design, or Editable Modes, the code is replaced with the information from the document or dataset.

For steps to format the text field that contains the auto text code (such as the font name or background color), see Formatting text fields.