Tag Archives: Export

Exporting documents without Object Manager

Hello there!

Today let’s talk about how to export a document without Object Manager.

Exporting documents using Developer is very good in cases that you have different datasets in the destination project. When you export the template, you will be able to map a different dataset for each previous dataset that you had before.

To do that you just have to:

  1. Go to MicroStrategy Developer and click on the document that you want to export.
  2. Go to Tools -> Export Document Template…;

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3. Save in your computer;

4. Go to the project that you want to import your document and click on Tools -> Import Document Template…

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A map window will appears. You have to select a report for each original report before mapping the attributes/metrics.

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After you chose each dataset you will be able to map the attributes/metrics. You just have to drag-n-drop each object to it’s respective object.

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Notice that I used a dataset that don’t have all objects from the original dataset. You must use one that has exactly or more attributes/metrics.

Just let me know if you have any question.

Hope it helps.

God bless you!

Disable export option for Grid/Graph in Flash mode

Hello there!

Today let’s talk a quick tip about the export options that appears when you mouse over a grid/graph while in flash mode.

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To remove those options, you just have to:

1. Open your flash document in MicroStrategy Web;

2. Right click on the desired grid/graph and click on Properties and Formattin… option;

3. In General just change the “Show export options on title bar” option to No

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Now you won’t see the export button when you mouse over the graph.

Hope it helps!

God bless you!

Displaying images in exported documents using relative path

Hello there!

I don’t know if you guys have some issues with images not appearing when exporting a document that contains a relative path for the image (./images/nameOfTheImage.jpg).

To make it works you have to save your image in specific folders.

Those folders are:

 

For PDF export from Web, save the image in your Intelligence Server machine in:

 <MSTR_HOME_FOLDER>/Intelligence Server/images

 For PDF export from Desktop, save the image in your local machine in:

 <install drive>:\Program Files\Desktop\images

For Flash export from Desktop, save the image in your local machine in:

<install drive>:\Program Files\CommonFiles\MicroStrategy\images

For Excel export from Web, save the image in your Intelligence Server machine in:

 <MSTR_HOME_FOLDER>/Intelligence Server/images 

 

For Excel export from Desktop, save the image in your local machine in:

 <install drive>:\Program Files\Desktop\images

 

After that, if you pretend to export to Excel file, you also have to change the behavior of the exportation in your document. You just have to:

For web: Go to Tools > Document Properties > Export and check “Embed images” option, like the image below:

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For desktop: Go to File -> Page Setup -> Export and check “Embed images” option, like the image below:

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Now, when you export your document using relative path, you will see your image there!

Hope it helps.

God bless you.

 

Using Burst with Distribution Service

Hello there!

Let’s talk about a great feature that is included with the Distribution Service. If you don’t know, Distribution Service is the delivery option that you can use to send documents and reports to folders, email, printers and even send push notifications to mobile devices.

MicroStrategy has discontinued NarrowCast Server, the older brother of Distribution Service, to add this integrated solution. There are a lot of things that you still can’t do with Distribution Service and that the older one does.

But let’s talk about good features that are present in DS list, like Burst.

Burst is a cool feature that makes possible splitting each attribute element in the Grouping Area/Page-By of your document/report to a different file.

Let’s get it done!

1. Create a new report using MicroStrategy Tutorial project with Category, Subcategory and Profit in the report objects. Place Category in Page-By area, Subcategory in rows and Profit in Columns. Just like the image below:

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2. Save it and place the mouse over the saved report using MicroStrategy Web and click on the Subscription button.

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3. Add a new File Subscription.

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4. Click on the Burst… button. Now you see a Select bursting criteria area that will list every attribute that is inside the Grouping/Page-By. Select Category attribute like the image below.

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PS: Note that I’m using the User Selected Location for the Location field. You have to setup a folder to send the delivered files. To do this, just go to Developer -> login using Administrator -> go to Administration section -> Delivery Managers -> Devices -> Edit “User selected location” and choose a specific folder of you desire.

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5. Click OK button, go to the destination folder and you will see a lot of files, one for each Category element.

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I’m going to talk about how to change those files name in another post.

That’s it for today!

I hope it helps you.

God bless you.

Splitting attribute element into different sheets in Excel

Hi there, today I’m going to talk about splitting in different sheets your attribute elements when you export your document to MS Excel.

To do this trick, you just need to:

1. Add your attribute in the Grouping area like image 1 below:

Image 1

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2. Right click on the attribute and choose Grouping Properties

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3. Check Sheet break between groups

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4. Export to Excel and choose Expand Page-by

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When you open in excel you will get something like this:

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Each element has one sheet in the exported excel file.

I hope it helps you!

God bless you.