1 On the MicroStrategy Tutorial project home page, click Create Document. 2 In the Create Document window, with the View document in Design Mode
option selected, under Document Templates, click Blank Document. 3 In the Dataset Objects pane, click Add Dataset.
Insert and format auto text in the Page Header
5 Expand the Page Header section, if it is not expanded already.
OR
If the Page Header section is already expanded, select it. 6 On the Insert menu, point to Auto-text, and select Date/Time.
A text box is inserted into the Page Header with the following auto text: {&DATETIME}.
By default, the auto text will display a time stamp (for example “June 4, 2010 11:30”).
7 Format the auto text to display the date as in “June 4, 2010”.
Right-click the text box and use the Properties and Formatting window to change the date format.8 Change the alignment of the auto text to be right aligned.
9 With the text box selected, use the > keyboard arrow key to position the text box to the far right of the document, as shown below:
If the text box moves incrementally to the next set of grid points, the Snap to Grid feature is enabled.Add a title text box to the Document Header 10 Expand the Document Header section. 11 Click the Insert menu to view the toolbar. 12 On the Insert toolbar, Click Text:
Alternatively, on the Insert menu, select Text.13 Use the cross-hairs cursor to place and position a text box in the Document Header so that it takes up the width of the section.
14 In the text box, type Employee Headcount by Region.
15 With the text box selected, using the options in the Format toolbar, format the text box as follows:
Your document should display as follows:
Save the document
16 On the toolbar, click Save As.
It is a good idea to save your work frequently because in your classroom environment, Intelligence Server is probably configured to disconnect you from your project source after a certain block of idle time. The time you take while you format your document is not considered “active” time by Intelligence Server, so to avoid losing your work, save your document every few minutes.17 Browse to the My Reports folder and save the document, naming it Basic Document.
18 Run the newly saved document to view your output.
19 Switch to Design Mode to continue creating the document.
Property Setting
Font Tahoma; 20 point; Center alignment Fill Color Grey-25%
22 In the Properties and Formatting window, under Properties, select Layout. 23 Under Size, select the Height can shrink option.
24 Click OK.
25 In the Dataset Objects pane, right-click the Employee Headcount by Region dataset and select Add to Section without Formatting. 26 Right-click the grid and select Properties and Formatting.
To select or right-click a grid/graph, use the cross-arrows icon that displays at the top-left corner of the grid/graph.27 In the Properties and Formatting window, under Properties, select Layout. 28 Set the following properties:
29 Click OK to exit the Properties and Formatting window. Switch the grid to a graph
30 With the grid selected, click the Graph menu to view the toolbar. 31 On the toolbar, select View: Graph.
Later, you will switch to Editable Mode to perform additional graph formatting.Add a subsection to the Detail Header
32 Click any white space within the Detail Header, right-click, and select Insert Section Below.
You may have to increase the size of the Detail Header to view the white space below the graph. After you insert the new subsection, you will see the divider line under the graph.Property Auto text field
Left 0
Top 0
Width Fixed at 6.875 Height Fixed at 3
You may have to drag the divider line up to remove any white space between the graph and the divider line.33 In the Dataset Objects pane, pressing CTRL, select Region and Employee Headcount, right-click, and select Add to Section as Static Text.
34 Increase the length of the Employee Headcount text box to display the complete text.
35 Using the > keyboard arrow key, position the Region and Employee Headcount labels as shown below (in the new subsection):
Add dynamic text boxes to the Detail section 36 Select the Detail section header bar.
37 In the Dataset Objects pane, pressing CTRL, select Region and Employee Headcount, right-click, and select Add to Section as Dynamic Text. 38 Position the dynamic text boxes (using the keyboard keys) so that they line
up under their labels.
39 Select the {[Employee Headcount]} text box and, using the Format toolbar, change the alignment to Left.
Enable the section-specific Height can shrink property
42 Under Size, select the Height can shrink option. 43 Click OK.
Your Detail section should resemble the following image:
Add text boxes to the Detail Footer
44 Select the Detail Footer section header bar.
45 Using the Insert toolbar, add a text box and name it Total Headcount:. 46 Using the Format toolbar, format the text box to display in Bold type. 47 Add another text box and type {[Employee Headcount]}.
48 Pressing CTRL, select the Region, {Region}, and Total Headcount: text boxes, right-click, point to Align, and select Align Left.
49 Repeat step 47 for the Employee Headcount, {[Employee Headcount]}, and {[Employee Headcount]} text boxes.
The text boxes should align as shown below:
Add auto text to the Page Footer
50 Expand the Page Footer, if it is not already expanded. OR
If Page Footer is already expanded, select it.
52 Center the {&PAGE} auto text box in the middle of the section.
53 Double-click the {&PAGE} text box and modify it by typing Page {&PAGE} of {&NPAGES}.
54 Resize the text box to display entire text. 55 Switch to Editable Mode.
Format the graph in Editable Mode 56 Select the graph.
57 Click the Graph menu to view the toolbar. Click Legend to hide the legend:
58 Set Categories to 12 and click Apply:
59 On the Format menu, select Graph.
60 In the Format: Graph window, under Format, select Format. 61 In the Format drop-down list, select Titles.
62 In the All Titles drop-down list, select Title. 63 Clear the Show option.
64 Click OK to return to the document.
65 On the Format toolbar, change the font size to 8. Apply some formatting changes to text boxes
66 In the Detail Footer, select the 39 text box, and apply Bold. 67 Right-click Total Headcount and select Copy.
Add a watermark for PDF
70 On the Tools menu, select Document Properties.
71 In the Properties window, under Document Properties, select Watermark. 72 In the Watermark drop-down list, select Text watermark.
73 In the Text box, type Confidential. 74 Click Format:
75 In the Font Formatting window, under Style, select Italic. 76 Click OK.
77 Click OK to return to the document. Export to PDF and save final document
78 On the Home menu, point to Export, and select PDF.
79 After viewing the PDF output, close the PDF to return to the document. Optional: Apply transparency to the graph’s background
80 In PDF, you may have noticed that the graph covers the watermark. To have the watermark show through, you need to change the transparency of the graph’s background fill color. In Editable Mode, select the graph.
81 On the Format menu, select Graph.
82 In the Format: Graph window, under Format, select Format. 83 In the Titles drop-down list, select Format.
85 Under Fill, use the slider to set Transparency to 100%, as shown below:
86 Click OK.
87 Export to PDF again to view the results.
88 Compare your results to the final PDF image in the Overview section of the