MicroStrategy ONE
Document Editor toolbars
Toolbars contain icons representing the primary tools available from the menu bar. Most of the icons are not specific to the Document Editor (for example, common formatting options such as Font and Alignment, and the Undo command).
When you save the document, the current Zoom factor is also saved.
Icons specific to the Document Editor are contained on the Controls and View toolbars. The View toolbar allows you to hide and display various document components, such as Dataset Objects, to switch between PDF and Design View, and to show and hide conditional formatting.
The Conditional Formatting icon can be disabled, to prevent users from toggling conditional formatting off and on. Disabling it can be useful if users should not see certain sections of the document that are displayed or hidden based on conditional formatting. If desired, you can enable it.
The Controls toolbar icons are described below.
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Select Controls allows you to select existing controls rather than insert new controls. After you insert a new control, the Select Controls icon is enabled, unless Lock has been activated.
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Lock allows you to add the same type of control repeatedly. It keeps the currently selected control button (Text Field, Image, and so on) turned on so you can insert multiple controls. Click Lock again to turn off this feature. For directions, see Adding multiple controls.
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Text inserts a text field.
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Image inserts an image. You are prompted for the file location of the image.
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Line inserts a line.
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Rectangle inserts a rectangle. Use the drop-down list to select either Rectangle (with square corners) or Rounded Rectangle (with round corners). Once you select either shape, if you click the icon again, that same shape is added to the document.
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Report adds a new dataset and a Grid/Graph to the document at the same time. A Grid/Graph acts as a standard MicroStrategy report. See Adding Grid/Graphs and new datasets simultaneously for more information.
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Grid inserts a Grid/Graph placeholder that displays as a grid. A Grid/Graph placeholder is an empty Grid/Graph, without a dataset to populate the Grid/Graph with data.
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Graph inserts a Grid/Graph placeholder that displays as a graph. A Grid/Graph placeholder is an empty Grid/Graph, without a dataset to populate the Grid/Graph with data. Use the drop-down list to select the graph style. For descriptions of the various graph styles, see Description of available graph styles.
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Panel Stack adds a panel stack, which is a collection of panels. Panels allow the user to see different predefined views of data in the same document. When you add a panel stack to a document, one panel is automatically added to the panel stack.
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HTML container: inserts an empty HTML container, which is used to display Flash and AJAX content in the document. When viewed in MicroStrategy Web, this content displays as though it is in an HTML browser within the document. This allows a document to display Flash information when the document itself is not in Flash Mode.
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Selector adds a selector, which allows a user, in Interactive Mode, Editable Mode, and Flash Mode in MicroStrategy Web, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, filter on a metric's values, or filter another selector. Use the drop-down list to select the type of selector.
To insert any of these controls, click the icon, then click in the desired section in the Layout area. If you click and drag in the section, you can size the control. The exceptions are the Rectangle, Graph, and Selector options, which require you to select a type of rectangle, graph style, or selector type, respectively.
You can hide or display any of the toolbars using the Toolbar option in the View menu.
When you are editing a Grid/Graph, the toolbars change to provide some of the options available in the Report Editor. Different toolbars are displayed depending on whether the control is viewed as a grid or as a graph.