MicroStrategy ONE
Adding Grid/Graphs as shortcuts linked to reports
If you add a Grid/Graph to a document as a shortcut, the Grid/Graph is linked to the original report. Any changes made to that report, such as formatting a metric or changing the graph type, are automatically passed to the Grid/Graph in the document. You cannot edit the Grid/Graph in the document unless you unlink it, that is remove the shortcut. Editing options include adding a view filter, formatting rows and columns, sorting, changing the graph style, modifying graph titles, and so on. (For a complete list of editing options, see Editing Grid/Graphs in documents.)
In a Grid/Graph added as a shortcut, you can:
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View the Grid/Graph as a grid, a graph, or both a grid and a graph
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Specify Grid/Graph properties, such as position, size, grid overflow, and quick switch
The Shortcut property in the Property List is a quick indicator of whether a Grid/Graph is a shortcut.
For a comparison of a Grid/Graph shortcut and a Grid/Graph, see the Document Creation Help.
You can unlink a Grid/Graph shortcut, if you no longer want changes made to the original report to be passed to the Grid/Graph in the document. For the procedure, see Unlinking Grid/Graph shortcuts.
If you try to edit the shortcut or add a view filter, a message is displayed that allows you to unlink the shortcut. Click OK or Convert to unlink the shortcut.
If you want to replace the shortcut with data from a different dataset, you can replace the dataset in the document. The formatting, filter, and report objects of the shortcut are automatically changed. For instructions and a description of the effect that replacing the dataset has on the document, see Replacing datasets in a document.
You do not have to create a new Grid/Graph to use shortcuts; you can instead link an existing Grid/Graph to a dataset report. For directions, see Linking Grid/Graphs as shortcuts.
Prompts and shortcuts
You cannot use a prompt directly on a document or put a prompt into a Grid/Graph on a document—only attributes, consolidations, custom groups, and metrics can be used as data fields from the dataset. Object prompts on templates, which allow a user to select which objects to include in a dataset report, are not supported, unless you add the Grid/Graph as a shortcut.
Even when a shortcut is used, the object prompt does not appear in the Datasets pane; you cannot add it to the document as a separate object. When the document is executed, the object prompt is displayed and its answers are shown in the document results. This occurs just as if you had executed the dataset report as a stand-alone report. For more details on using prompts in documents, see Using prompts in documents.
To add a Grid/Graph as a shortcut
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Open a document in the Document Editor. How?
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In the Layout area, click in the section where you want to place the Grid/Graph.
You can place a Grid/Graph anywhere in a document except in the Detail section. Since controls in the Detail section are repeated once per row of the dataset, the Grid/Graph would be repeated on each row.
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Right-click the dataset report in the Datasets pane and select Add to Section as shortcut.
If the dataset report uses an Intelligent Cube, this option is unavailable.