Microstrategy Document Editor Sections Important Notes:

The Layout area is in the center of the Document Editor interface and provides the framework for precisely controlling where controls (such as text fields, grid and graph reports, images, and widgets) are displayed when the document is viewed in different display modes, printed, exported, emailed, and so on.

To add data to the document, drag objects from the Dataset Objects panel and drop them into the Layout area. Controls are rendered differently depending on what section they are placed in, as described below:

Page Header: The control is displayed at the top of each page in the document. By default, if a document contains multiple layouts, the same Page Header is displayed for all layouts in the document. You can change this setting so that each layout has a separate Page Header.
Document Header: The control is displayed once at the beginning of the document, immediately below the Page Header section. Any data fields placed in the Document Header are calculated using all of the data in the document. The Document Header can be used for grand totals and document information, such as the name and execution time. If a document contains multiple layouts, the Document Header is replaced by the Layout Header, described below.
Layout Header: The control is displayed once at the beginning of the layout, immediately below the Page Header section. Any data fields placed in the Layout Header are calculated using all of the data in the layout. For example, a metric in the Layout Header displays as a grand total. If a document contains only a single layout, the Layout Header is replaced by the Document Header, described above.
Group Header: In Design Mode, this type of section is displayed as Group Header, where Group is replaced by the name of the report object used to group data in the document (for example, Region). There is a corresponding Header and Footer for each group in the Grouping Panel . You can place controls in the Grouping Headers to display information about groups in the document, such as the name of the group element (such as Northeast or Southwest) or group totals. The order of the Group Header sections corresponds to the order of the items in the Grouping panel.
Detail Header: The control is displayed immediately before the Detail section and after the Document, Layout, and Header sections (if applicable). The Detail Header is commonly used to display column headings above their corresponding data fields in the Detail section.
Detail: One row containing the control is displayed for each row of data in the document's dataset. The Detail section typically provides the most detailed or granular information in the document; the Detail section is also where most of the attributes, metrics, and main content are placed. You can place a Grid/Graph anywhere in a document except in the Detail section.
Detail Footer: The control is displayed immediately following the Detail section. The Detail Footer section is often used to display totals.
Group Footer: In Design Mode, this type of section is displayed as Group Footer, where Group is replaced by the name of the report object used to group data in the document (for example, Region). There is a corresponding Header and Footer for each group in the Grouping Panel. Group Footers are often used to display totals at the group level. The order of the Group Footer sections corresponds to the order of the items in the Grouping panel.
Layout Footer: The control is displayed once at the end of the layout, immediately above the Page Footer section. Any data fields placed in the Layout Footer are calculated using all of the data in the layout. It can be used to display closing notes, a conclusion, or a summary. If a document contains only a single layout, the Layout Footer is replaced by the Document Footer, described below.
Document Footer: The control is displayed once at the end of the document, immediately above the Page Footer section. This section is often used to display information such as closing notes, a conclusion, or a summary. Any data fields placed in the Document Footer are calculated using all of the data in the document. If a document contains multiple layouts, the Document Footer is replaced by the Layout Footer, described above.
Page Footer: The control is displayed at the bottom of each page in the document. This section is often used to display the page number, or the date and time. By default, if a document contains multiple layouts, the Page Footers are shared for all layouts in the document. You can change this setting so that each layout has a separate Page Footer.

You can display the Group Header, Detail Header, Detail, Detail Footer, and Group Footer sections horizontally across the page, instead of vertically.

The Layout area provides an alignment grid to help you control the placement and alignment of controls. You can change the density of the grid by defining the Alignment grid density in the Report Services preferences in the User Preferences.

Note: If your layout expands past the width of a single page, a dotted line is displayed to show the page break.

Example of a grid report displayed in the Layout area

More details from MSTR: https://doc-archives.microstrategy.com/producthelp/10.6/DocCreationGuide/WebHelp/Lang_1033/Content/DocumentCreationGuide/Understanding_and_working_with_document_sections.htm

Comments

No 'Alert' option appear when trying to create an alert-based subscription in MicroStrategy Distribution Services

The 'Alert' option does not appear when attempting to create an alert-based subscription in MicroStrategy Distribution Services In MicroStrategy Distribution Service 9.x and 10.x, and 11.x versions it is possible to create an alert-based subscription. When right-clicking the metric header of a report in MicroStrategy Web 9.0.x, the 'Alerts' option does not appear: Cause : This issue occurs because the user attempting to create the alert does not have all of the necessary privileges on alerts. Fix : In order to create an alert-based subscription, the following privileges are required: In order ti get permissions to create alerts the user should be given the following privileges by the admin: New Version of Microstrategy 11.x: Server- Distribution: Older Versions of Microstrategy 9.x, 10.x etc..: Web Reporter > Web user Web Analyst > Web create alert ...

Export a Report Services document to Excel with formatting using URL API

Export a Report Services document to Excel with formatting using URL API in MSTR Web In order to export a document in excel format using the URL API, the executionMode must be set to 4. If excutionMode is not provided in the URL, by default PDF will be used as executionMode. Below are the list of parameters that the URL must contain in order to execute correctly. evt= 3069 src= Main.aspx.3069 executionMode= 4 documentID= 7E1644CA424F482DA811569FCE8127FF( Replace the document Id with your document ID) Sample URL for .NET environment: http://WebServerName/MicroStrategy/asp/Main.aspx?evt=3069&src=Main.aspx. 3069 &executionMode= 4 &documentID= 7E1644CA424F482DA811569FCE8127FF

Create an alert-based subscription in MicroStrategy Distribution Services

Create an alert-based subscription in MicroStrategy Distribution Services on Web Subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. For example, a scheduled report executes which shows the Revenue by day for the past week. If the Revenue on any one day falls below a certain value, a subscription to another report or Report Services document can be triggered and delivered to a recipient. An alert based subscription can only be created directly on a report; however, another report or Report Services document can be delivered when the alert based subscription is triggered. Note: you need a grid report to create an alert and you cannot create if you want to create on a document with text boxes. The following example will walk through the basic steps on how to setup a subscription based on an alert like this: Follow the brief steps bel...

Predictive modelling in Data Science using Microstrategy

Creating a predictive modelling in MicroStrategy MicroStrategy Data Mining Services has been evolving to include more data mining algorithms and functionality. One key feature is MicroStrategy Developer’s Training Metric Wizard. The Training Metric Wizard can be used to create several different types of predictive models including linear and exponential regression, logistic regression, decision tree, cluster, time series, and association rules. Linear and exponential regression The linear regression data mining technique should be familiar to you if you have ever tried to extrapolate or interpolate data, tried to find the line that best fits a series of data points, or used Microsoft Excel’s LINEST or LOGEST functions. Regression analyzes the relationship between several predictive inputs, or independent variables, and a dependent variable that is to be predicted. Regression finds the line that best fits the data, with a minimum of error. For example, you have a dataset ...

Microstrategy Custom number formatting symbols

Custom number formatting symbols If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. Select Custom as the Category and create the format using the number format symbols listed in the table below. Each custom format can have up to four optional sections, one each for: Positive numbers Negative numbers Zeros Text Each section is optional. Separate the sections by semicolons, as shown in the example below: #,###;(#,###);0;"Error: Entry must be numeric" For more examples, see Custom number formatting examples . To jump to a section of the formatting symbol table, click one of the following: Numeric symbols Character/text symbols Date and time symbols Text color symbols Currency symbols Conditional symbols Numeric symbols For details on how numeric symbols apply to the Big Decimal data type, refer to the Project Design Guide . ...

Scheduling a report or document to be sent to an FTP in MSTR

Scheduling a report or document to be sent to an FTP server You can have a report or document automatically delivered to a location on your FTP server on a specific schedule. To do so, you must subscribe to the report or document, as described in the steps below. You can customize your subscription by typing macros in the File Name , Sub-folder , or Zip File Name fields. These macros are automatically replaced with the appropriate text when the report or document is delivered. For example, you create a subscription to a document. If you type {&Project} in the File Name field, the name of the project in which the document is saved is displayed in the name of the document when it is delivered. • This procedure assumes that an administrator has already added your FTP server as a new device in Developer. Steps to do so are included in the System Administrator Help . To send a report or document to an FTP server on a schedule ...

Custom Subtotal Displays in MicroStrategy

Defining custom subtotal displays in MicroStrategy By default, when users apply subtotals in a report, the name of the subtotal is displayed in the subtotal line items that appear in the report. Users can use custom subtotals to give more control over the characteristics of a subtotal. Custom subtotals allow users to define custom subtotal line items that appear on the reports U sers can make the subtotal name dynamic by typing special characters in the subtotal name field as listed in the following table. Character Description #A The name of the attribute under which the subtotal appears. #P The name of the attribute to the left of, or above the attribute under which the subtotal appears. #0 All the forms of the parent element. #1 The first form of the parent element reading from left to right or from top to bottom. #2 The second form of the parent element reading from left to right or from top to bottom. #3 The third form of th...

Microstrategy "Error type: Odbc error. Odbc operation attempted

"Error type: Odbc error. Odbc operation attempted: SQLExecDirect. [HYT00:0: on SQLHANDLE] [MicroStrategy][ODBC Oracle Wire Protocol driver]Timeout expired" is shown when executing reports from Web When users are trying to execute some reports in MicroStrategy web in particular, they may receive the Error “SQL Generation Complete Index out of range” and “Timeout expired” error as shown below: Possible Causes: One possible cause is that the MicroStrategy Intelligence Server using a cached database connection that was already dropped by the RDBMS. To resolve this: Admin should delete the database connection caches and create a new DSNs in case they are sharing DSNs to connect to different databases. In addition, change the settings for the ‘Connection lifetime’ and the ‘Connection idle time out’. Follow the steps below to perform the mentioned changes and verify the report after each step and some of the settings require i-server r...

"System Prompt" and its uses in MicroStrategy

System Prompt and its uses in MicroStrategy WHAT IS A "SYSTEM PROMPT"? "System Prompt" is a system object that was introduced back in version 8.0.0. The object is named as "User Login" and is implemented as a prompt object. The object can be found under Public Objects > Prompts > System prompts, as shown below: Unlike ordinary prompt objects, system prompts don't require any answers from the user. When a report containing a system prompt runs, the prompt is answered automatically with the login of the user who runs the report. On the other hand, like other prompt objects, answers to system prompts are used to match caches. Therefore, users don't share caches for reports that contain system prompts. For details on how caches are matched, refer to the following MicroStrategy Knowledge Base document: KB5300-7X0-0147 - How are caches matched in MicroStrategy Intelligence Server 7.x? WHEN ARE SYSTEM PROMPTS USED? System pr...

Prompts in URL API

Prompts in URL API promptsAnswerXML An XML representation of a collection of prompt answers. Passing this parameter with any number of common events automatically applies the supplied prompt answers to as many of the prompts as are found in the particular report, document, or HTML document. originMessageID An existing report, document, or HTML document instance. This parameter is used by the resulting report, document, or HTML document to extract the prompt answers from the specified instance and use them as prompt answers to any corresponding prompts in the requested report, document, or HTML document. elementsPromptAnswers A convenience parameter that allows you to answer single or multiple element prompts by supplying individual prompt answers in the form of AttributeID;AttributeElementID^DisplayName . When there are multiple prompt answers, each individual answer is separated by a "," (comma) separator character. In addition, you can include multiple elem...

Microstrategy Analytics

Search This Blog