You can use MicroStrategy Office to add reports, Report Services documents, and HTML documents to a Microsoft Excel workbook.
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 Excel:
• Adding reports and HTML documents to a workbook, page 97
• Adding non-Flash, Report Services documents to a workbook, page 99
• Adding a Flash view of a Report Services document to a workbook, page 101
Adding reports and HTML documents to a workbook The steps below describe how to add MicroStrategy reports and HTML documents to an Excel workbook.
To add reports and HTML documents to a workbook
1 Open Microsoft Excel and create a blank workbook.
2 On the MicroStrategy tab, click Office and log into a project.
3 Locate the report or HTML document to add to the Excel workbook.
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4 Run the report or HTML document by doing one of the following:
• Double-click a report or HTML document to add it to your Excel workbook. This runs the report 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 your
workbook, right-click the report or HTML document (or multi-select several reports and documents), and select a display type.
By default, all reports are placed on their own worksheets within the Excel workbook. For example, a MicroStrategy grid report may appear on one worksheet as an Excel PivotTable and a graph report may be placed on another worksheet as a Chart, as shown in the following images.
© 2013 MicroStrategy, Inc. Creating report-filled Excel workbooks 99
Adding non-Flash, Report Services documents to a workbook
You can add a Report Services document to an Excel workbook. 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 an Excel workbook, 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 workbook.
To add a non-Flash document to a workbook
1 On the MicroStrategy tab, click Options. The Options dialog box opens.
2 Under the General folder, select Document.
100 Creating report-filled Excel workbooks © 2013 MicroStrategy, Inc.
3 At the bottom of the pane, select the Use Open Office XML for view mode rendering check box.
4 Click OK. The Options dialog box closes.
5 Open the Excel workbook you want to add the non-Flash document to.
6 On the MicroStrategy tab, click Office and log into a project.
7 Locate the document to add to the workbook, then right-click the document and select Run Document to View Mode.
• 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 an Excel workbook, 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 workbook, 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.
© 2013 MicroStrategy, Inc. Creating report-filled Excel workbooks 101
Adding a Flash view of a Report Services document to a workbook
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 an Excel workbook.
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 an Excel workbook can cause the Flash-enabled documents to fail to execute or refresh.The number of Flash-enabled documents that can be included in an Excel workbook 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 an Excel workbook.
For steps to add a non-Flash document, see Adding non-Flash, Report Services documents to a workbook, page 99.
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.
To add a Flash-enabled document to a workbook
1 In Microsoft Excel, open the workbook you want to add the Flash-enabled document to.
2 On the MicroStrategy tab, click Office and log into a project.
102 Creating report-filled Excel workbooks © 2013 MicroStrategy, Inc.
3 Locate the Flash-enabled document to add to the Excel workbook. In the folder lists, Flash documents are displayed with the following icon.
4 Double-click the document to add it to your Excel workbook. The document is run in Flash Mode, by default.
• If the designer has enabled, it, you can also run the document in a Grid display type by right-clicking it and selecting Run Report to Grid. This displays the document in a static view mode, similar to a document exported from MicroStrategy Web.
To send the workbook to other users, see Sending Microsoft files that include Flash-enabled documents, page 185 for information on ensuring that the recipients can view Flash-enabled documents in the workbook.