MicroStrategy ONE
Adding a template to a report
A report is the result of a request for specific, formatted data from the data warehouse. It consists of a template plus any desired filtering conditions. A template specifies which information is to be retrieved and how the results are displayed. A filter specifies the conditions that the data must meet in order to be included in the report results.
When you add a stand-alone template to a report, you can choose to create a shortcut to the template or to embed the template in the report. The differences are described below:
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When you create a shortcut to a stand-alone template, changes that you make to the template are propagated to this report and to all other reports that use the template as a shortcut. Changes that you make to this template within this report are propagated to the template, and to all other reports that use the template as a shortcut. Use this option to share report caches.
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When you embed a copy of the template in the report, changes that you make to the stand-alone template are not propagated to this report. Changes that you make to the embedded template within this report are not propagated to the template.
If you do not add a template to a report, a blank template is automatically created. Although you may not specifically define and use a separate template, a template is a logical part of every report's definition. This template is created within the report, using the Report Editor, and can only be used in that particular report; it cannot be saved independently of the report and used in a different report.
Prerequisite
The procedure described below assumes you have already created a stand-alone template. To create a new template, see Creating a stand-alone template.
To add a template to a report
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Edit the report to which you want to add a template. How?
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If the Object Browser is not already displayed, open it, by selecting View/Object Browser on the Report Editor menu bar.
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Use the Object Browser window to search for and locate the template that you want to add to the report.
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Right-click the template, and select one of the following (the options are described in more detail above):
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Replace with shortcut to template to connect the stand-alone template to this report. Changes to the stand-alone template are propagated to the report, and vice versa.
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Replace with copy of templateto embed the template in the report. Changes to the stand-alone template are not propagated to the report, and vice versa.
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The template appears in the Template definition section. If it is a shortcut, the template name is displayed. An embedded template is named Local Template.
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Save the report. How?