MicroStrategy ONE
How to Determine the Source of Refreshed Report Data
Knowing the source of the data displayed in a report or document is vital to understanding that data. As the administrator, you can determine where the data from a report or document is derived once a user refreshes the report or document. You can also determine how a user refreshes the data in a report or document.
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Log in to a project using an account with administrative privileges.
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From the upper right of any page, click the username drop-down and select Preferences. The Preferences page opens.
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From the pane on the left, select Project Defaults.
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From the pane on the left, select General, if it is not already selected. The General project defaults page opens.
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In the Refresh report area, specify the source of the data that is used to update a report when the user clicks the Refresh or Re-run Report icon in a report or document:
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To ensure that users cannot retrieve data from data sources, regardless of their privileges, select Retrieve data from the latest valid MicroStrategy Server cache(default). When this option is selected:
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The Refresh option is displayed in the Data menu for all users and the Re-run Report option is disabled, regardless of the users' Web privileges.
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Users can refresh the report from its cache by clicking the Refresh icon
on the Standard toolbar or by selecting Refresh
from the Data menu.When a user is assigned the Power User role, the following additional options are displayed only for a document:
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Regenerate: Retrieves the data from the dataset cache and re-executes the document.
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Re-run document: Retrieves the data from the warehouse and re-executes the document.
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To ensure that only users with the "Web re-execute report against warehouse" privilege can see the latest data from the data sources when they select Refresh, select Re-run against the warehouse. When this option is selected:
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For users who have the "Web re-execute report against warehouse" privilege: The Re-run Report option is available in the Data menu, but the Refresh option is not. Users can re-run the report with data from data sources by selecting Re-run Report.
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For users who do not have the "Web re-execute report against warehouse" privilege: The Refresh option is available in the Data menu, but the Re-run Report is not. Users can refresh the report from its cache by selecting Refresh.
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From the drop-down list at the bottom, select one of the following:
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To apply the changes to the current project, select Apply to current project.
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To apply the changes to all the projects you have access to that are stored on the Intelligence Server, select Apply changes to all projects on the current Intelligence Server.
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Click Apply.