MicroStrategy ONE

MicroStrategy Web Report Editor interface

If you have Web Professional privileges, you can use the Report Editor in MicroStrategy Web to create new reports. (You can of course also access this editor if you have other sets of privileges, such as Administrator, and so on.) Use this section to familiarize yourself with the Report Editor interface. The following image shows the Report Editor in Web.

For details on report designer privileges and the report designer role, see Before you begin in Building Query Objects and Queries, for Designers.

Finding your way around the MicroStrategy Web Report Editor

Refer to the image above as you read about the various areas or panes in the Web Report Editor. You can perform the following tasks within the appropriate Report Editor pane:

  • Object Browser pane: (left-hand side) Where you navigate through the project to locate objects to include in the report. In the Object Browser you can navigate to All Objects in the project. If you have MicroStrategy OLAP Services, you can also choose to navigate only through Report Objects:
    • All Objects pane: Where you see the list of all the objects available in your project.
    • Report Objects pane: (This pane appears only if you have MicroStrategy OLAP Services. See OLAP Services for details.) Where you can see a summary of all the objects you have included on your report.
    • There may be more objects in this pane than are displayed on the executed report, because OLAP Services lets analysts quickly remove or add objects from this pane directly to the report template. When the report is executed, the MicroStrategy Engine generates SQL that includes all the objects in this Report Objects pane, not just the objects that are displayed in the report after it is executed. For details on using the Report Objects pane, see Designing reports that use OLAP Services.
    • Notes pane: Where you can see the notes that include report details, such as information on how the report was created, reasons to use it, or queries about the data displayed.
    • Related Reports pane: Where you can see a list of reports and documents related to the objects in the current report.
  • Report Filter pane: (top left) Click the Filter icon to display the Report Filter and View Filter panes:
    • Report Filter pane: Where you add filtering conditions to a report. Filtering conditions can be made up of attributes, metrics, advanced filter qualifications, and shortcuts to an existing report filter. The Report Filter pane allows you to create a filter without having to open a separate object editor (the Filter Editor). Simple filters can be conveniently created by dragging and dropping objects from the Object Browser into this pane to create a filter. For details on creating filters, see Filtering data on a report: Filters.
    • View Filter pane: (This pane is only available if you have MicroStrategy OLAP Services. See OLAP Services for details.) Where you apply a special kind of filter to any object that is in the Report Objects pane. View filters do not modify the SQL for the report like normal report filters do. Instead, view filters are applied to the overall result set after the SQL is executed and results are returned from the data source. This can help improve report execution performance. For details on using view filters, see Designing reports that use OLAP Services.
  • Page-by pane: (top left) Where you place subsets of your report results to be displayed as separate pages of the executed report. For details on adding page-by functionality to a report, see Grouping data by page.
  • Template pane: (top left) Where you define your report layouts by dragging and dropping objects from the Object Browser onto this report template pane. For details on templates, see Designing a report's structure: Templates.