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Determining what report data is displayed on its own page

When MicroStrategy reports are created, report designers often place report objects such as attributes in the page-by fields of the report/document. A report analyst can select objects from the page-by field and display subsets of report results as separate pages.

When you run a report/document that contains data in its page-by field into your Microsoft product, by default, MicroStrategy Office prompts you to determine what subsets of the report results should be displayed on separate worksheets, slides, or pages.

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In the following example, a Supplier Sell Through Analysis report contains two attributes, Year and Category, within its page-by field. Since the

Category attribute is on the page-by field, you can select a different category, such as Electronics, to display data that corresponds to that category.

© 2013 MicroStrategy, Inc. Determining report and document display in Microsoft 75 When you run this report, the following dialog box is displayed, where you select which data to display on its own worksheet, slide, or Word document page:

When you add a subset of data, a check mark is automatically displayed next to it, as shown above. The check mark signifies that the data will be shown on its own worksheet, slide, or page.

The following image shows the report above displayed in Excel. The

electronics data for 2009 is displayed on one worksheet (shown on the left)

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and the electronics data for 2010 is displayed on a separate worksheet (shown on the right).

Steps are below to enable the ability to choose which pages/slides/

worksheets to place page-by data on, and to designate which data to display on separate pages/slides/worksheets when you run a report with objects in its page-by field.

To enable the ability to choose how page-by data is displayed

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

2 Under the General folder, expand the Page-by folder and select from the following:

Display default page: Only the default page of the report, defined by the report’s designer, is displayed.

Display all pages: All pages of the report are displayed.

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Prompt to select pages: Before the report is displayed, the user is asked to select which pages of the report to display. Selected by default.

3 Click OK.

To determine which page-by data is displayed on its own page/slide/

worksheet

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

2 Navigate to a MicroStrategy report that contains objects within its page-by field.

3 Determine where each page of the report will be placed within the workbook or presentation by doing one of the following:

To specify page-by placement options for Excel, expand the Excel folder, and then the Placement folder. Select from the Page-by Placement options. For details on each option, see To determine the placement and size of reports and documents, page 59.

To specify page-by placement options for PowerPoint, expand the PowerPoint folder, and then the Placement folder. Select from the Multiple Report Placement options. For details on each option, see To determine the placement and size of reports and documents, page 59.

In Word, each report page is placed within its own document page, by default.

4 Double-click the report to add it to your Microsoft product. The Select Pages for (report name) dialog box opens.

5 From each drop-down list, select the subset data to display on its own page/slide/worksheet. For example, you can select 2004 from the Year drop-down list and Electronics from the Category drop-down list to designate that you want to see 2004 electronics data displayed on its own page. To specify that the data is not shown in your Microsoft product, clear the check box.

6 Once you make your selections, click Add. The subset of data you chose is added to the Select Pages dialog box. If subtotals and totals are available to choose from, you can designate separate pages for those subtotals and totals as well.

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7 If you add more than one subset of data, you can determine whether one set of data is displayed before or after another set. To specify the order of the sets of data, select a set of data and use the up and down arrows appropriately.

8 Once you are finished, click OK to run the report into your workbook, presentation, or Word document.

If you clear a page-by report from your workbook, presentation, or Word document, a placeholder marks the location of the report.

This placeholder lists the name of the page-by report so that you know where the report was located before you cleared it. If you do not want placeholders displayed in your file, on the MicroStrategy tab, click Options. Under the General folder, expand the Page-by folder. Clear the Keep placeholder for cleared pages check box.

Displaying a page-by header as a title

You can display the name of a page-by field above its related report data, as a title. This option applies to all reports and documents with page-bys.

To display a page-by header as a title

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

2 Under the General folder, expand Report Detail.

3 In the Page-by Details area, select from the following:

A page-by header displays each attribute of the page-by axis on its own row. To display a page-by header as a title, select the Display page-by header check box.

A compact page-by header displays all page-by header information on a single row. To display a compact page-by header, select both the Display page-by header and Display compact page-by header check boxes.

4 Click OK.

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