MicroStrategy ONE
Document Wizard
The Document Wizard guides you through the process of creating a new document, allowing you to quickly and easily produce a polished document. It helps you select the fields that will display on the document, as well as how the document content is grouped, sorted, and formatted.
Before you access the Document Wizard, you should:
-
Be familiar with the location of the reports within your project.
-
Have created reports to use with documents, to ensure that all the needed data is available.
-
Understand the concepts of documents, reports, and datasets.
-
Have created an Autostyle, if you want to use one to set up the document's formatting.
Document Wizard contents
The Document Wizard contains the following pages:
Accessing the Document Wizard
-
From the File menu of MicroStrategy Developer, select New and then Document. The New Document dialog box opens.
-
Select the Document Wizard icon and click OK. The Welcome page of the Document Wizard opens.
If the Select a report dialog box opens, object templates are disabled for documents. Enable them by following the directions in Steps to use object templates and start this procedure over.