MicroStrategy ONE

View Objects

On the Library Home page, your dashboards and documents appear as tiles in Grid View or as a list in List View.

On each tile, you can see the name of the item, the author, and when the item was last updated or viewed. You can also see related content based on a particular dashboard.

The icons on the item will vary depending on the status, certification level, and recent interaction.

New item

Updated item

Certified

Document

Collaboration

Additional Information

In the grid view, click Additional Information to share, export, reset, or delete your dashboard or document.


Favorite

Select dashboards or documents to add to your Favorites section.

Share

Share the dashboard with other users via link or invitation.

Subscribe

Create and manage dashboard subscriptions.

Export to Excel

Export the dashboard to Excel. Select Show Filters to export chapter-level filter content.

Export to PDF

Export the dashboard to a PDF.

Download

Download the dashboard as an .mstr file.

Reset

Reset a dashboard to its original state or re-prompt a dashboard or document.

Remove

Remove the dashboard or document from your library.

Edit

Edit the dashboard in Library Web.

Author

The author of the dashboard or document.

Updates

When the item was last modified.

Collaboration

View comments and discussions on the dashboard or document.

Edit the dashboard in Library Web by clicking Edit from the Table of Contents in the dashboard.

Favorites

From the Library Home page, you can easily add content to your Favorites. To add content to the Favorites section, click Favorite on the tile. The star icon appears yellow and the content can be found in the top section of Library Home. To un-favorite content, click Favorite again. The content is then removed from the Favorites section. You can also favorite and un-favorite content from the Info Window or Table of Contents in a specific dashboard.

Grouping

To organize your library, create new groups for specific content. There is no limit to the number of groups that you can create in your library. You can also edit or delete groups at any time.

To add content to an existing group or create a new group:

  1. Go to Library Home and click Multi-select.

    To exit Multi-select mode, click Done at the bottom right of the screen.

  2. Continue to select the content for the custom group.

    The content you select are highlighted in blue.

  3. Go to Add to Group at the bottom of the screen.

  4. Add content to an existing group or create a new group.

    For a new group, create a group name and select a group color.

  5. The group is automatically saved. To view groups, click on the Library icon from the Home page. The left sidebar menu appears, showing all existing or newly created groups.

    To Edit or Delete groups, click Options . You can change the name of the group or color associated with the group.

In each row you can see the following:

  • The name of the item

  • The certified status

  • When the item was last updated

  • The author

  • A description

You can re-sort, resize, and reorder this information using the columns and column headers.

Click Columns to open the Column side panel to enable and disable information.

Click Auto Resize to automatically expand the width of all columns to fit your screen.

The icons on the item will vary depending on the status, certification level, and recent interaction.

New item

Updated item

Certified

Document

Dashboard Template

Collaboration

Additional Information

In the list view, you can right-click on a row, click , or hover over the row to see shortcuts.

Click Additional Information to share, export, reset, or delete your dashboard or document.


Favorite

Select dashboards or documents to add to your Favorites section.

Share

Share the dashboard with other users via link or invitation.

Subscribe

Create and manage dashboard subscriptions.

Export to Excel

Export the dashboard to Excel. Select Show Filters to export chapter-level filter content.

Export to PDF

Export the dashboard to a PDF.

Download

Download the dashboard as an .mstr file.

Reset

Reset a dashboard to its original state or re-prompt a dashboard or document.

Remove

Remove the dashboard or document from your library.

Edit

Edit the dashboard in Library Web.

Author

The author of the dashboard or document.

Updates

When the item was last modified.

Collaboration

View comments and discussions on the dashboard or document.

Edit the dashboard in Library Web by clicking Edit from the Table of Contents in the dashboard.

Favorites

From the Library Home page, you can easily add content to your Favorites. To add content to the Favorites section, right-click on a row and click Favorite or hover over the row and click Favorite . The star icon appears yellow and the content can be found in the top section of Library Home. To un-favorite content, click Favorite again. The content is then removed from the Favorites section. You can also favorite and un-favorite content from the Info Window or Table of Contents in a specific dashboard.

Grouping

To organize your library, create new groups for specific content. There is no limit to the number of groups that you can create in your library. You can also edit or delete groups at any time.

To add content to an existing group or create a new group:

  1. Go to Library Home and select the checkboxes next to the content that you want to include.

    The content you select highlights in blue.

  2. Right-click a selected dashboard or document and click New Group or Move to Group and choose a group. You can also access these options when you click More at the end of the row.

    For a new group, create a group name and select a group color.

  3. The group is automatically saved. To view groups, click on the Library icon from the Home page. The left sidebar menu appears, showing all existing or newly created groups.

    To Edit or Delete groups, click Options . You can change the name of the group or color associated with the group.

Open and Edit a Dashboard Without Loading the Data

You can open and edit an existing dashboard without its underlying data in pause mode. This allows you to see dashboard images, textboxes, and visualization containers without loading any data.

  1. From Library Home, right-click on the dashboard you want to open > Edit without Data.

  2. Edit the dashboard if needed.

  3. From the top toolbar, click Resume Data Retrieval load the dashboard's data.

Related Content

You can view recommended content under Related Content and manage what is seen via the Library Administration Control Panel.