MicroStrategy ONE

Advanced Options: Excel

The options in the Excel category of the Advanced Options dialog box control how Excel reports are generated for comparison.

Select the Save XLS files option to save the report data in XLS (Excel spreadsheet) format. These files are stored in the folder specified in the Select Execution Settings page. Saving these files means that you can view the Excel data when you open the saved results of this test, but the stored test takes up more disk space. For more information about the stored files for each test, see Accessing the saved results of a test.

Integrity Manager exports all Excel files as "Excel with formatting," so that any colors, fonts, and structure in the report are maintained.

If Use Default is selected for an option, the setting of that option is imported from the user's MicroStrategy Web export preferences. For information about setting the MicroStrategy Web preferences, see the MicroStrategy Web Help.

In addition to the Save XLS files option, the Excel category contains the following options to enable.

  • Export report title: Includes the title of the report in the Excel chart.
  • Export page-by information: Creates a list of which objects on the report are grouped into a page-by and included in the Excel chart.
  • Export filter details: Displays the filter details for the reports above the exported report in the Excel chart. If disabled, the filter details do not appear in the reports.
  • Remove extra column from exported grid: Removes the last column of the row headers, labeled "Metrics," from the display of the report. If disabled, the "Metrics" column is displayed in the reports.
  • Expand all page-by fields: Exports all objects in the report to Excel. If disabled, only the objects in the default page-by selection are exported.
  • Export metric values as text: Exports metric values as text fields. If disabled, Integrity Manager exports metric values as numbers.
    • If you choose to export metric values as numbers, Excel may automatically format the number. For example, $34.23614 may be rounded to $34.24 in Excel.
    • If you choose to export metric values as text, Excel does not automatically format the numbers.
  • Export headers as text: Exports header values as text. If disabled, header values are exported in their current format, which could be numeric, date, and so on.
  • Place each page on a separate sheet: Exports each page of the report to a separate sheet in the Excel file.
  • Always export graphs as live Excel charts: Exports reports with graphs as "live" Excel graphs. If disabled, reports with graphs use the graph image stored in the Results folder. For information about the graph image, see Accessing the saved results of a test.
  • Embed images: Allows the images and graphs in the report to be accessed from the spreadsheet without having to run MicroStrategy Web.
  • Excel version: Determines which Excel format the results are exported. The version you specify determines how version-specific situations, such as European symbol formatting, are handled in Excel.

    Intelligence Server prior to version 9.2 cannot generate Excel 2007 output. If Excel 2007 is specified for a test running against an Intelligence Server prior to version 9.2, Excel 2003 is generated.

  • Allow MicroStrategy Office to refresh reports after exporting: Determines if MicroStrategy Office can refresh reports after they have been exported to Excel.

The Sheet Header/Footer Editor lets you add custom headers to reports exported from Integrity manager. From the Insert AutoText drop-down list, select the autotext you want to include in the header.

  • You can specify whether to include your header before, after, or instead of the existing report header.
  • You can also add a footer to the report. To add autotext codes to the footer, add them to the Header field, and then copy and paste them into the Footer field.

Related Topics

Accessing the Saved Results of a Test

Select Processing Options Page

Advanced Options Dialog Box