Adding, changing, or removing a dataset report

When you create a document, you must provide the data that appears in the document by selecting at least one dataset. You can add a dataset to a document, replace a dataset that has already been added, or remove a dataset from a document.

Datasets are MicroStrategy reports that define which information the Intelligence Server retrieves from the data source or cache. This information can include attributes, custom groups, consolidations, and metrics.

If you remove or replace a dataset, controls on the document that contain data that is no longer available from the dataset, will be updated and will no longer contain data from the replaced or removed dataset. For example, if a Grid/Graph contains attributes and metrics from a dataset report, and the dataset report is deleted from the document, the Grid/Graph is cleared and no longer contains any data.

If you have a Grid/Graph in a document that is linked as a shortcut to a dataset report, when you replace the dataset report, the data from the new dataset report automatically replaces the data in the Grid/Graph. For more information on linking a Grid/Graph as a shortcut, including steps, see Linking Grid/Graph shortcuts.

To add a dataset report to a document

  1. Open the document in Design or Editable Mode.

  2. From the Data menu, select Add Dataset. The Select Dataset dialog box opens.

  3. Navigate to and select the new dataset report, then click OK. The dataset is added to the document.

To remove a dataset report from a document

  1. Open the document in Design or Editable Mode.

  2. From the Dataset Objects panel, right-click the name of the dataset report you want to replace, then select Delete from Document.

  3. A dialog box is displayed, warning you that you are about to delete the dataset. Click OK. The dataset is deleted from the document.

To replace a dataset report in a document

  1. Open the document in Design or Editable Mode.

  2. From the Dataset Objects panel, right-click the name of the dataset report you want to replace, then select Replace Dataset. The Select Dataset dialog box opens.

  3. Navigate to and select the new dataset report, then click OK. The dataset report is replaced.

To replace all dataset reports in a document with a single dataset reports

  1. Open the document in Design or Editable Mode.

  2. From the Dataset Objects panel, right-click the name of any dataset report, then select Replace all datasets. The Select Dataset dialog box opens.

  3. Navigate to and select the new dataset report, then click OK. All of the dataset reports in the document are removed and replaced with the new dataset report.

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