Adding reports and documents to a presentation

You can use MicroStrategy Office to add reports, Report Services documents, and HTML documents to a Microsoft PowerPoint presentation.

Some Report Services documents have Flash Mode enabled, which allows users to view the document in Flash Mode in MicroStrategy Web.

See the appropriate section below, depending on what type of report or document you want to add to PowerPoint:

• Adding reports and HTML documents to a presentation, page 127

• Adding a Flash view of a Report Services document to a presentation, page 128

• Adding non-Flash Report Services documents to a presentation, page 130

Adding reports and HTML documents to a presentation The steps below describe how to add reports and HTML documents to a PowerPoint presentation.

Best Practices

• If any of the columns within the grid reports you run are not wide enough to fit all of the text or data within the cell, re-execute the report and select the AutoFit Columns check box. For more information about using the AutoFit option, see Resizing grid reports with long column or row names, page 81.

• If you are executing a graph report into your presentation in a Chart display type, it is recommended you select the Display Charts as images check box. This ensures that the graph report is displayed more clearly and at a higher resolution, in JPEG format. To do this, on the MicroStrategy tab, select Options. Under the General folder, expand the Chart folder and select this option in the Chart Display area.

• It is recommended that you insert all reports in PowerPoint as static bitmaps. To do so, before running the reports, on the MicroStrategy tab select Options. Under the General folder, in the PowerPoint folder, select the Security folder. Select Static picture and, from the drop-down list, select Bitmap.

• If you are running an HTML document, each graph and grid report within the HTML document is displayed on its own slide, by default. To modify where the reports are placed, on the MicroStrategy tab select Options. Under the General folder, select the PowerPoint folder, select the Placement folder, and make the appropriate selection from the Multiple Report Placement options.

To add MicroStrategy reports or HTML documents to a presentation

1 Open the PowerPoint presentation you want to add the report or HTML document to.

2 On the MicroStrategy tab, click Office and log in to a project.

3 Locate the report or HTML document to add to the PowerPoint presentation.

4 Run the report or HTML document by doing one of the following:

• Double-click a report or document to add it to your PowerPoint presentation. The report is run in a default display type, which is determined by the format of the report in MicroStrategy.

• To choose a specific display type in which to add them to the presentation, right-click the report or HTML document (or multi-select reports) and select a display type.

By default, all reports are placed on the next slides, with one report or document per slide.

Adding a Flash view of a Report Services document to a presentation

Some Report Services documents have Flash Mode enabled. This allows users to view the document in Flash Mode in MicroStrategy Web. You can add these Flash-enabled documents to a PowerPoint presentation.

Users can do the following in Flash Mode:

• Pivot row or column position in a grid or cross tabular grid of data.

• Sort grid data.

• Quickly switch between a grid and graph view.

• Change the Group-by selection.

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Including too many Flash-enabled documents in a PowerPoint

presentation can cause the Flash-enabled documents to fail to execute or refresh. The number of Flash-enabled documents that can be included in a PowerPoint presentation is limited by several factors, including the size of each Flash-enabled document, the number of widgets in each Flash-enabled document, and so on.

Use the steps below to add Flash-enabled documents to a PowerPoint presentation.

For steps to add a non-Flash document, see To add a non-Flash document to a presentation, page 130.

Prerequisites

• To add and view Flash-enabled documents, you must have Adobe® Flash Player installed on your computer. If Flash Player is not installed, when you run a Flash-enabled document a link to the Adobe download web site is displayed, from which you can install Flash Player. For information on MicroStrategy-certified and -supported versions of Adobe Flash Player, see the MicroStrategy Readme.

To add a Flash-enabled document to a presentation

1 In Microsoft PowerPoint, open the presentation you want to add the Flash-enabled document to.

2 On the MicroStrategy tab, click Office and log in to a project.

3 Locate the Flash-enabled document to add to the PowerPoint

presentation. In the folder lists, Flash documents are displayed with the following icon:

4 Double-click the document to add it to your PowerPoint presentation.

The document is run in Flash Mode by default.

5 In PowerPoint, click the Slide Show tab and play the slideshow to view the Flash-enabled document. In Slide Show mode, Flash documents become interactive and animated.

To send the presentation to other users, see Sending Microsoft files that include Flash-enabled documents, page 185 for information about ensuring that the recipients can view the Flash-enabled documents in the

presentation.

Adding non-Flash Report Services documents to a presentation

You can add a Report Services document to a PowerPoint presentation.

Some Report Services documents have Flash enabled (for display in Flash mode in MicroStrategy Web), and others do not.

Before adding a non-Flash document, you configure it to display using Open Office XML. Steps to do this are included below.

When a non-Flash document is added to a PowerPoint presentation, graphs can be displayed as images, as live charts (which can be altered), or they can inherit the default from the document definition. Optional steps are below to format graphs before you add the document to your presentation.

Prerequisite

• To add a non-Flash document to a presentation, you must be using Microsoft Office 2007 or higher, and MicroStrategy Web Services and Intelligence Server 9.2 or higher. For the latest requirements, see the MicroStrategy Readme.

To add a non-Flash document to a presentation

1 On the MicroStrategy tab, click Options. The Options dialog box opens.

2 Under the General folder, select Document.

3 At the bottom of the pane, select the Use Open Office XML for view mode rendering check box. Selected by default.

4 Click OK. The Options dialog box closes.

document to.

6 On the MicroStrategy tab, click Office and log into a project.

7 Locate the document to add to the PowerPoint presentation, then

right-click the document and select Run Document to View Mode. The document is displayed in the Microsoft PowerPoint presentation.

• If any reports within the document contain prompts, you must answer them before the reports are executed. For steps to answer prompted reports and documents, see Answering prompted reports/

documents, page 28.

Formatting graph images in non-Flash documents

When a non-Flash document is added to a PowerPoint presentation, graphs contained within the document can be configured to be either images or live graphs. A live graph can be formatted and changed.

Prerequisites

• Microsoft Office 2003, or Microsoft Office 2007 Service Pack 1 or higher To configure charts in non-Flash documents so that they can be formatted in the presentation, from the MicroStrategy tab click Options. Under the General folder, select Document. In the Chart Display area, the following options are available:

• Display chart as image: This option displays an image of the graph that was created when the document was designed. This option is useful because it allows graph types that are not supported in Microsoft Office to appear exactly as they do in MicroStrategy Web or Developer.

• Display live charts: This option allows graphs to be formatted and changed after they are displayed in MicroStrategy Office. Not all graph types are supported as live charts in MicroStrategy Office.

• Use default from document definition: This option inherits the graph settings from the document definition, including whether the graph is displayed as an image or as a live chart.

In document How To Use Microstrategy Office User Guide (Page 161-166)