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Save Personal View of Microstrategy Report/Dashboard

Save Personal View of Microstrategy Report/Dashboard


Starting in MicroStrategy Web 9.3.0, it is possible to capture a view of the report / document that user is viewing at a particular moment. This feature is available for both Report and Document.

Create Personal View option is located under Home Menu bar (see image below). Saved view is available under My Subscription page under Personal View Subscriptions (see second image below)

Create Personal View option is located under Home Menu bar



Saved view is available under My Subscription page under Personal View Subscriptions


Saving a personal view of a report, document, or quick dashboard

A personal view allows you to save your own custom view of a report, document, or quick dashboard. The personal view includes every change that you made to the report, document, or quick dashboard since you opened it, including:

  • Creating metrics
  • Filtering
  • Pivoting
  • Sorting
  • Prompt answers for a report or document
  • The items that you chose in the selectors of a document
A complete copy of the report, document, or quick dashboard is not saved. Using personal views allows different users to display their preferred data, while still having access to all the available data.
For example, a different selector item can be selected in each selector for each user when he opens a document. A document displays sales and inventory data by region. A selector allows a user to choose which region to display. For the Northeast's regional sales manager, the selector is set to Northeast, so that only Northeast data is displayed in the document. For the Southeast's regional sales manager, the selector is set to Southeast, so that only Southeast data is displayed in the document. Both managers can change the selector, to display all regions or a different region, but by default, when they open their personal view of the document, the data relevant to them is displayed. As another example, you can use personal views to save prompt answers so that you do not have to answer the prompts when you re-run a report or document.

To create a personal view

    •   
  1. Click the name of the report, document, or quick dashboard to run it.

    Note: For a document, you can also create a personal view in Design Mode. The personal view saves document manipulations such as sorting and items chosen in selectors, not document design changes such as moving or adding controls.
  2. Personalize the report, document, or quick dashboard, including answering prompts, choosing items in selectors, pivoting, and so on.
  3. Click the Create Personal View icon Create Personal View icon on the toolbar. The Create Personal View dialog box opens.
  4. Type the Name of the personal view.
  5. Click OK. Your personal view subscription is saved, and you are returned to the report, document, or quick dashboard. A message is displayed at the top of the report, document, or quick dashboard, confirming that the personal view is saved.
    • To view your personal view subscriptions, click the subscription link in the confirmation message. The My Subscriptions page is displayed, with a list of the reports, documents, and quick dashboards to which you are subscribed. Your personal view is displayed in the Personal View Subscriptions area.

To run a personal view

    •   
  1. From the upper left of any page, click the MicroStrategy icon MicroStrategy icon, then select My Subscriptions. The My Subscriptions page opens and displays a list of your subscriptions and personal views.
  2. In the Personal View Subscriptions area, click the name of the personal view to run it.

To edit a personal view

    •   
  1. From the upper left of any page, click the MicroStrategy icon MicroStrategy icon, then select My Subscriptions. The My Subscriptions page opens and displays a list of your subscriptions and personal views.
  2. To delete a personal view, select the check box in the Unsubscribe column and then click Unsubscribe.
  3. To change the name for a personal view, do the following:
    • Click the Edit icon for the personal view. The Subscription page for that personal view opens.
    • Change the Name of the personal view.
    • Click OK to save your changes.
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