Before you run MicroStrategy reports, you can select from several display types to determine what your report looks like and how it functions in your Excel workbook, PowerPoint presentation, or Word document.
For example, you can run a report as a Microsoft Excel PivotTable, which lets you work with the individual rows and data of that table from Excel,
PowerPoint, or Word. Or, you can run a report as a Grid and Chart to view both the grid and graph of a report side-by-side, which allows you to change the graph type (to a pie chart, for example) using your Microsoft Office product.
In Microsoft, graphs are often referred to as charts.You cannot specify a display type for Report Services documents. When documents are run, they are displayed as they appear in MicroStrategy Developer or MicroStrategy Web.
Specifying a display type in which to run specific reports
To specify a display type in which to run specific reports
1 On the MicroStrategy tab, click Office, and log into a MicroStrategy project.
2 Navigate to the reports to run in your Microsoft product.
3 Right-click one or more reports and specify a display type in which to run them by selecting Run report to (display type name). The report is run in the selected display type.
Refer to Examples of report display types, page 64 for examples of each of these formats and information on how to configure each to accommodate your reporting requirements.You can also change the display type of reports after they are run. For more information, see Formatting individual reports/documents after they are run, page 54.
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Setting a default report display type for all reports
When you double-click a report, or right-click and select Run Report, the report is run in a default display type. You can specify what this default display type is for all reports that you run.
To specify a default report display type
1 On the MicroStrategy tab, click Options. The Options dialog box opens.
2 Expand the General folder.
3 In the Defaults area, to define the default display type for grid reports, from the Default display type drop-down list, select a default report display type.
• If you want to ensure that the report display type matches the format in the report definition, select Implicit from the drop-down list.
4 To define the default display type for graph reports, expand the Chart folder. From the Default Chart Type area, select a chart type from the drop-down list.
5 Select the Always apply default chart type check box.
6 Click OK. The change is applied to any reports you run.
Examples of report display types
You can run a report in several different display types. The display type you select determines how the report looks and the extent to which the report can be formatted, sized, moved, and so on in your Microsoft product. To specify a display type in which to run specific reports, see Specifying a display type in which to view reports, page 63. To specify a default display type for all reports, see Setting a default report display type for all reports, page 64.
The following examples show the same report run in different display types.
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• Grid: Report results are displayed in a grid format. This is the same format as grid reports appear in MicroStrategy.
• Chart: Report results are displayed as Microsoft Office charts. Select this display type if you are running a MicroStrategy graph report into your workbook, presentation, or Word document. When you run a report in a Chart display type, you can use your Microsoft products to change the
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chart type, format the chart’s colors, and change other aspects of the chart.
• Grid and Chart: Report results are displayed as both grids and charts on the same page, sheet, or slide.
• Implicit: Report results are displayed based on the formatting applied to the report with it was created. Selected by default.
• Outline: Report results are displayed with outline options available. This display type is the same as outline mode in MicroStrategy. In the Outline display type, you can show and hide data using the expand and collapse
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• PivotChart: Report results are displayed in Excel PivotCharts.
PivotCharts allow you to change the chart type, format various aspects of
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the chart, display and hide data, and so on. For more information about PivotCharts, see your Microsoft documentation.
• PivotTable: Report results are displayed in Excel PivotTables.
PivotTables are interactive tables that allow you to rotate rows and columns, filter data by displaying different pages, summarize data and totals, and so on. To work with PivotTables, see your Microsoft
documentation.
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• PivotTable PivotChart: Report results are displayed in both Excel PivotTables and PivotCharts. For more information about PivotTables and PivotCharts, see your Microsoft documentation.
• Flattened: Report results are displayed with all attributes and metrics side-by-side on one axis. Any subtotals within the report are not
displayed. Run your report in this display type if you intend to use Excel’s drop-down lists to filter data, hide or show data, and so on. For more information about filtering in Excel, see your Microsoft documentation.
• Quick Grid: Report results are displayed in a CSV format. The report is bulk-loaded into Excel, which results in the report being executed
quickly. Formatting from the report definition, such as fonts, colors, and thresholds, is not applied. You can format Quick Grids using Microsoft Excel’s AutoFormats. You can also use Excel to analyze, sort, and work with data in the grid. For more information about sorting, filtering, and subtotaling data in Excel, see your Microsoft documentation. For
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examples of ways to use Excel to analyze reports, see Example: A dashboard-style Excel workbook, page 109.