MicroStrategy ONE
Adding existing datasets to Grid/Graph placeholders
A Grid/Graph placeholder is an empty Grid/Graph, without data. Adding a dataset report to the placeholder populates the Grid/Graph with data.
Prerequisites
This procedure assumes that the document contains:
-
A Grid/Graph placeholder. For instructions to add a placeholder, see Adding Grid/Graph placeholders to documents.
-
A dataset report. If it does not, you can add a new dataset report to the document and to the Grid/Graph placeholder at the same time, instead of separately. Use the procedure in Adding new dataset reports to Grid/Graph placeholders instead of following the instructions below.
To add an existing dataset to a Grid/Graph placeholder
-
Open the document in the Document Editor. How?
-
Do one of the following:
-
To retain the formatting of the report:
-
Drag and drop the name of the dataset report from the Datasets pane to the Grid/Graph placeholder (an empty Grid/Graph).
-
To use the formatting of the Grid/Graph placeholder:
-
Hold down the SHIFT key while dragging and dropping the dataset report's name from the Datasets pane to the Grid/Graph placeholder (an empty Grid/Graph).
-
When the document is executed, the Grid/Graph is populated with data from the selected dataset report.