Strategy ONE

Using a view report or base report as a dataset

If you move objects from the body of a report to the Report Objects pane, or you use a view filter or create a derived metric on the report, you have created a subset report. The report before you made these modifications is referred to as the base report.

The new report is called the view or subset report. If you use that subset report as a dataset for a document, all the information on the base report is available in the document. All the objects from the base report, whether they are displayed on the grid or are only available on the Report Objects panel, are displayed in the Dataset Objects panel in Design Mode. Any view filter on the report is ignored, so that all the data from the base report is available in the document.

Creating a subset report requires MicroStrategy OLAP Services.

A Grid/Graph is a document object that displays the information from a dataset; it looks like a report. (For more information on Grid/Graphs in general, see Displaying Reports in Documents: Grid/Graphs.) How you add a Grid/Graph to a document impacts whether the base report or the subset report is used:

  • If you add the Grid/Graph without formatting, the base report is used.

    • The view filter is ignored, so all the data from the base report is displayed on the Grid/Graph.

    • All objects from the report are displayed in the Grid/Graph, whether or not the objects are on the grid or only in the Report Objects pane of the report.

  • If you add the Grid/Graph with formatting or as a shortcut, the subset report is used.

    • The view filter is applied.

    • Only objects on the grid of the report are displayed in the Grid/Graph.

In all cases, any derived metrics on the dataset are included in the Grid/Graph.

You can create view filters in Grid/Graphs, as long as the Grid/Graph is not a shortcut. These view filters are local to the document, so they do not affect the report results, only the Grid/Graph defined in the document. For more information about view filters in documents, see Using view filters on Grid/Graphs. For more information on Grid/Graph shortcuts, see Adding a Grid/Graph as a shortcut.

For steps to create Grid/Graphs, see Adding a report to a document. For more information on view filters and report objects in reports, see the Advanced Reporting Guide.