MicroStrategy ONE

Merge, Lock, and Rename column and row headers

Merging column and row headers

You can merge row headers or column headers in the following ways:

  • Merge any row headers that are repeated. All headers displaying the same value are automatically merged into one header. For example, a report displays sales by merchandise type, payment method, and total amount sold. If there is a row for each merchandise type for each method of payment, all headers corresponding to a merchandise type can be merged into one.
  • Merge any column headers that are repeated. For example, if three metrics on the report are related to Sales, do you want all three columns to have Sales in the header, or do you want to merge these column headers into a single header? If merged, Sales appears only once for the three related columns.

To merge the column or row headers of a report

  1. In MicroStrategy Web, run the report that you want to format.

  2. From the Tools menu, select Report Options.

  3. Select the Merge check box in either or both the Rows and Columns areas. Click OK.

    If DHTML is disabled, select Merge Row Headersor Merge Column Headers, then click Go.

  4. Click OK.

Locking column and row headers

You can lock column and row headers at the top and side of a grid report, so that when a user scrolls through a large report, the row and column headers remain visible. Row and column headers can be locked independently of each other.

Prerequisite

DHTML must be enabled. For steps, click Help in MicroStrategy Web.

To lock the column or row headers of a report

  1. In MicroStrategy Web, run a report.
  2. From the Tools menu, select Report Options.
  3. Select the Lock check boxes in either or both the Rows and Columns areas, depending on whether you want to lock rows, columns, or both.
  4. Click OK.

Renaming row and column headers: Aliasing

Creating different aliases for different reports enables you to create flexible reports for many different users. Different departments of the same company may have different names for the same business measurement. For example, you create a metric named Sales. The Sales department commonly refers to this metric as Revenue, while Marketing calls it Sales. Use an alias to display the Sales metric as Revenue for Sales department reports. Metric aliases help provide greater flexibility for naming conventions in situations such as this one.

Aliases also allow you to initially name metrics descriptively, including the level and condition in the name, which can be helpful while you are designing reports. However, that name is often too long and technical to be displayed for analysts on a report. The end users may not need or want to know what the level is; they simply want to know what the metric represents on their specific report. Aliases provide a second opportunity to name the metric for those users, without changing the original name of the metric or its name on other reports.

For more details on aliasing and steps to create an alias on a report, see Renaming row and column headers in Formatting a Report.