Adding datasets to documents

A dataset is a MicroStrategy report that is used on a document. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. When data is imported from a non-MicroStrategy source using MicroStrategy Web, the data is mapped to define attributes and metrics, and then published as an Intelligent Cube. The Intelligent Cube can be used as a dataset, and its objects used as data on the document.

After you create a document, you can add other datasets to access more objects to use on the document. For details on how multiple datasets join together in a document, see Using datasets in documents.

To add a dataset

1. Open a document in the Document Editor. How?

2. Select Add Dataset from the Data menu. The Select a Report dialog box opens.

3. Select the report or Intelligent Cube to use as a dataset for the document.

4. Click Open. You are returned to the Document Editor, with the selected report or Intelligent Cube added to the Datasets pane.

5. By default, the first dataset is defined as the grouping and sorting dataset for the document. The document can be grouped and sorted only by the objects in this dataset. You can use the new dataset instead; for instructions, see Changing the grouping and sorting dataset for a document.

   The grouping and sorting dataset is bolded in Dataset Objects.