MicroStrategy ONE
Select Dataset Dialog Box
If you arrived here from Workstation, see the Workstation Document Authoring Help.
The Select Dataset dialog box allows you to select and add a new dataset to a document. The components of the dataset that you select will appear in the Dataset Objects panel located to the left in the Document Editor.
The following options are available:
- Select your dataset report below: From the drop-down list, select the folder where your dataset is stored.
- Search for: Type the name of the
dataset that you want to find. Click the
icon
to locate the dataset. - Available: This pane displays the contents of the folder selected from the drop-down list above. For instance, if you select the Shared Reports folder, all of the Shared Reports folder's subfolders will display in the Available pane. You can click the subfolder links to find the dataset you want to add to your document.
- Import new data: Click this link to import data from a data source, such as an Excel spreadsheet, text file, Freeform SQL query, or Salesforce.com report, then use the imported data as the document's dataset. For background information and steps to import data, see About importing data into MicroStrategy Web.
After you select the dataset, click OK to add it to the document and return to the Document Editor.
To access the Select Dataset dialog box
- Edit the document.
- To edit a document in Design Mode, from a folder, right-click the document and select Edit. If the document is open in Presentation Mode, click the menu icon
on the right, and select Edit. - To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. If the document is open in Design Mode, click the Editable Mode icon
.
- To edit a document in Design Mode, from a folder, right-click the document and select Edit. If the document is open in Presentation Mode, click the menu icon
- Click the Add
Dataset
icon
in the Dataset Objects panel.