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Resizing reports or documents

When a report is run in an Excel workbook, PowerPoint presentation, or Word document, MicroStrategy Office sizes the report/document according to one of the following:

By default, MicroStrategy Office applies the column and row sizes of the MicroStrategy report or document to the executed report. This ensures that the report’s columns and rows match how the report looks in MicroStrategy Developer and Web. In general, this allows reports and documents to be displayed as clearly and effectively as possible.

If MicroStrategy Office size settings were selected, the report or document is displayed according to those settings. For steps to define sizing before a report or document is added to a Microsoft product, see Determining location and size before running the report/document, page 59.

You can resize reports and documents after they are added to your workbook, presentation, or Word document. You resize the reports and documents in different ways depending on whether you use Excel, PowerPoint, or Word. See the following sections for steps.

Resizing reports and documents in Excel

To resize a MicroStrategy report or document within an Excel workbook, use standard Excel functionality to resize columns, rows, or cells.

The width of columns in an Excel workbook can be affected by the AutoFit Columns settings in MicroStrategy Office, as explained in Resizing grid reports with long column or row names, page 81.

For details to resize and work with worksheet cells in Microsoft Excel, refer to your Microsoft Excel documentation.

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Resizing reports and HTML documents in PowerPoint and Word

You can manually resize reports and HTML documents you run in a PowerPoint presentation or Word document using PowerPoint or Word’s resize handles.

You can also resize the columns and rows within a report if the report was run as an embedded Excel workbook. To check whether the report was run as an embedded Excel workbook, see Checking whether a report is embedded or a static image, page 56.

For steps to resize and work with objects in Microsoft PowerPoint and Word, refer to your Microsoft Office documentation.

Resizing grid reports with long column or row names

If any of the columns or rows within the grid reports you run are not wide enough or tall enough to fit all of the text or data within the cell, you can resize the columns and rows either manually, or by enabling AutoFit

Columns and AutoFit Rows. These options ensure that columns and rows are automatically sized to fit their contents.

When a report is run in a workbook, presentation, or Word document, by default MicroStrategy Office applies the column and row sizes of the

MicroStrategy report or document. This may result in reports with columns that are too narrow or rows that are too short to fit all of their contents. For example, notice in the image below that some of the column heading names in the report are not fully displayed.

82 Determining report and document display in Microsoft © 2013 MicroStrategy, Inc.

After you enable the AutoFit Columns setting and refresh the report, the columns are automatically resized to fit their contents, as shown in the image below.

To ensure that all report columns and/or rows are sized automatically to fit their contents

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

2 Under the General folder, expand Grid, and then expand Column/Row Size.

3 Select any of the following:

In the Column Width area:

To automatically size the columns of reports that were defined to have a specific column width, select AutoFit Columns under Reports containing column width information.

To automatically size the columns of reports that were not defined to have a specific column width, select AutoFit Columns under Reports not containing column width information.

In the Row Height area:

To automatically size the rows of reports that were defined to have a specific row height, select AutoFit Rows under Reports containing row height information.

To automatically size the rows of reports that were not defined to have a specific row height, select AutoFit Rows under Reports not

containing row height information.

4 Click OK.

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Resizing graph fonts automatically

If a graph’s font is displayed in an incorrect size, you can have it resized automatically.

Enabling AutoScale may cause problems in Office documents with many graphs. When each graph is automatically resized, the font is also automatically resized. If many graphs are used, it is possible to cause an error in your Microsoft application.

To automatically resize graph fonts

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

2 Under the General folder, expand Chart. Select Scale.

3 In the AutoScale area, select one of the following:

To use the graph’s AutoScale definition that was defined when the report was created in MicroStrategy Developer or Web, select Use the chart definition to define AutoScale.

To always automatically resize graph fonts, select Always True.

To never adjust font sizes in graphs, and always use the graph font definitions from the report, select Always False.

4 Click OK.