You can display data in a Grid/Graph as a custom widget in MicroStrategy Web. You can:
Display data in a specific Grid/Graph as a custom widget: The selected Grid/Graph is replaced with a custom widget, and the rest of the document is displayed normally.
Display a document layout as a custom widget: The layout is displayed as a custom widget using the data in the first Grid/Graph in the layout. If the document is a multi-layout document, you can display a different custom widget for each layout in the document.
Display a document as a custom widget: The document is displayed as a custom widget using the data in the first Grid/Graph in the document.
Custom widgets can be created using the MicroStrategy SDK. To create custom widgets in MicroStrategy Web, you must own a MicroStrategy SDK license. For information, contact your Account Executive or email MicroStrategy directly at info@microstrategy.com. Certain custom widgets are also included out of the box with the MicroStrategy SDK. For more information about custom widgets and their use, see the MicroStrategy SDK documentation.
The Custom Visualizations Editor must be enabled before it can be used. For more information, contact your Web administrator.
Open the document in Design or Editable Mode.
Do one of the following:
To display a specific Grid/Graph as a custom widget, select the Grid/Graph that contains the data you want to use to display the widget. From the Tools menu, select Report Custom Visualizations.
To display a layout in the document as a custom widget, click the tab of the layout that you want to display as a custom widget. From the Tools menu, select Layout Custom Visualizations.
To display the document as a custom widget, from the Tools menu, select Document Custom Visualizations.
Select the Enable this report to use custom visualizations check box.
From the Available list, select the widgets that you want to display. You can hold CTRL and click to select multiple widgets.
Click
the right arrow to move the widgets into the Selected
list. Sort the widgets by selecting one, and clicking the up or
down arrows to change their order.
The first widget in the Selected
list is the widget displayed in the document by default. However, if you
add at least two custom widgets to the Selected
list, you can quickly switch between which of these widget types to use
to display the widget. For steps to switch between widget types, see
To switch the display of
a custom widget to a different widget type.
Select the Set view mode to custom visualization check box.
You
can specify additional options for a custom widget, as follows:
Note: Some options may not be available depending on the custom
widget selected.
To select additional Grid/Graphs in the document to provide data for the widget, click Secondary Data Sources. The Secondary Data Sources dialog box opens.
From the Available list, select the Grid/Graph to use to provide data. You can hold CTRL and click to select multiple Grid/Graphs.
Click the right arrow to move the Grid/Graphs into the Selected list. Sort the Grid/Graphs by selecting one, and clicking the up or down arrows to change their order.
Click OK to return to the Custom Visualizations Editor.
To specify additional options for the widget, such as whether to use images or colored bubbles to mark locations in a Marker Mashup widget, click Visualization Properties. Select the desired options, then click OK. For more information on the options available, see Marker Mashup Properties dialog box.
Click OK to save the changes.
Once you have added a custom widget to a document, you can quickly switch the display of the widget to a different widget type, if you have defined at least two widget types above. For example, a custom widget is displayed as a Multi Control Visualization. You can choose to switch the display to a Table widget by selecting Table from a drop-down list, as shown in the image below. Steps are below to switch the widget type of a custom widget.
This procedure assumes you have already added a custom widget to a document
You must have added at least two widget types to the custom widget in the Custom Visualizations Editor.
Open the document in Design or Editable Mode.
Click the Grid tab. The Grid toolbar options are displayed.
From the drop-down list on the document's toolbar, select the type of custom widget to display. The widget is updated and is displayed as the selected widget type.
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