You can use MicroStrategy Office to add reports, Report Services documents, and HTML documents to a Microsoft Word document.
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 Word:
• Adding reports and HTML documents to a Word document, page 149
• Adding a Flash view of a Report Services document to a Word document, page 150
• Adding non-Flash, Report Services documents to a Word document, page 151
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Adding reports and HTML documents to a Word document The steps below describe how to add reports and HTML documents to a Word document.
Best Practices
• It is recommended that you insert all reports in Word as static bitmaps.
To do so, in Word, from the MicroStrategy tab, select Options. In the Word folder, select the Security folder. Select Static picture and, from the drop-down list, select Bitmap.
• It is recommended that you include graphs as static images unless you need to modify the graphs in Word. Graphs as images will display more quickly and more closely match the appearance of the graphs in
MicroStrategy Developer and Web. To do so, on the MicroStrategy tab, select Options. Under the General folder, select the Charts folder and select the Display Charts as images check box.
To add MicroStrategy reports or HTML documents to a Word document
1 Open the Word document you want to add the report or HTML document to.
2 On the MicroStrategy tab, click Office and log into a project.
3 Locate the report or document to add to the Word document.
4 Click a location in the Word document to specify where the first report should be placed.
To add text around your report, create a table and place your cursor in it to ensure that the report is placed in the desired location within the table. Tables provide a structure in which you can place reports, text, and other graphics. You can use other sections of the table to add text, and so on, as shown in Example:Creating a report-filled Word document, page 159.
5 Run the report or HTML document by doing one of the following:
• Double-click a report or document to add it to your Word document.
The report is run in a default display type, which is determined by the format of the report in MicroStrategy.
150 Creating report-filled Word documents © 2013 MicroStrategy, Inc.
• To choose a specific display type in which to add them to the Word document, right-click the report or document (or multi-select several reports and documents).
By default, the first report or document is placed in the location in which you placed your cursor. All other reports and documents are placed on
subsequent pages.
Adding a Flash view of a Report Services document to a Word document
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 Word document.
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.
Including too many Flash-enabled documents in a Word document can cause the Flash-enabled documents to fail to execute or refresh.The number of Flash-enabled documents that can be included in an Word document 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 a Flash-enabled document to a Word document.
For steps to add a non-Flash document, see Adding non-Flash, Report Services documents to a Word document, page 151.
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 certified and supported versions of Adobe Flash Player, see the
MicroStrategy Readme.
© 2013 MicroStrategy, Inc. Creating report-filled Word documents 151 To add a Flash-enabled Report Services document to a Word document
1 In Microsoft Word, open the Word document you want to add the Flash-enabled document to.
2 On the MicroStrategy tab, click Office and log into a project.
3 Locate the Flash-enabled document to add to the Word document. In the folder lists, Flash documents are displayed with the following icon.
4 Right-click the document and select Run Document to Flash Mode. The document is added to the Microsoft Word document.
To send the Word document 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 Word document.
Adding non-Flash, Report Services documents to a Word document
You can add a Report Services document to a Word document. Some Report Services documents have Flash enabled (for display in Flash mode in
MicroStrategy Web), and others do not. You can add these non-Flash-enabled documents to a Word document.
If the document you add contains items in the group-by field, each group-by element is displayed on its own page.
Before adding a non-Flash document, you configure it to display using Open Office XML. Steps to do this are included below.
Prerequisites
• To add a non-Flash document to a Word document, 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.
152 Creating report-filled Word documents © 2013 MicroStrategy, Inc.
To add a non-Flash document to a Word document
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.
5 Open the Word document you want to add the non-Flash document to.
6 On the MicroStrategy tab, click Office and log into a project.
7 Locate the non-Flash document to add to the Word document, then right-click the non-Flash document and select Run Document to View Mode. The document is displayed in Microsoft Word.
• 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 Word document, graphs contained within the non-Flash 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 Word document
1 From the MicroStrategy tab click Options.
© 2013 MicroStrategy, Inc. Creating report-filled Word documents 153 2 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. Selected by default.
• 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.