You can quickly and easily create a document from an existing report. The new document uses the report as the grouping and sorting dataset, which means that the document can be grouped and sorted using fields from that dataset only. The report is added as a Grid/Graph in the Detail Header, unless the report uses page-by. In that case, a new section is created within the Detail Header and the Grid/Graph is placed there.
For information on how objects in a report are used in a document, see the MicroStrategy Report Services Document Creation Guide.
Note: You must save the report before you create the document.
The Grid/Graph uses the same definition as the report, although all embedded objects and derived metrics are removed from the Grid/Graph.
If you create the document in the Report Editor or Report Viewer, the current view of the report is used as the definition of the Grid/Graph in the document. For example, an attribute that is in the Report Objects window but not on the report grid is not included in the Grid/Graph.
The View mode of the Grid/Graph is the same as the report-viewing mode for the report. That is, a report that displays as a graph creates a Grid/Graph displayed as a graph. The exception is a report that displays as SQL, which is displayed as a grid in the document.
All report formatting is duplicated in the Grid/Graph.
If the report has a view filter, it is applied to the Grid/Graph.
PDF Page Header and Footer information is duplicated in the Page Header and Page Footer sections of the document. Any PDF macros such as page number, user, and creation time are replaced by the corresponding auto text code for documents.
Any prompt answers that are stored in the report are copied to the document.
If page-by is applied to the report, the page fields are added as grouping fields on the document.
The current element for each of the page fields in the report is set as the current element for each of the grouping fields in the document.
If a current element is not selected in the report, the first group-by element, other than All, is used. This situation can occur when the report was not executed before a document was created from it; therefore an element was not selected for the page-by. It can also occur if a subtotal is selected as the page-by in the report because documents do not allow subtotals as grouping elements.
If
neither of the options above are possible, the grouping field is set to
All.
This situation can occur when the report was not executed before
a document was created from it; therefore an element was not selected
for the page-by. It can also occur if a subtotal is selected as the page-by
in the report because documents do not allow subtotals as grouping elements.
If page-by is applied to the report, a group header and footer are added to the document. The group header contains a text field displaying the attribute element values for the page-by/grouping fields.
This procedure assumes you have created the report. You must save the report before you create the document. For instructions on creating and saving reports, see Creating a report and Saving reports.
Do one of the following:
From a folder, right-click a report, and then select Create Document.
In a report, select Create Document from the Tools menu. The current view of the report is used as the definition of the Grid/Graph.
The Document Editor opens, with the report set as the grouping and sorting dataset and displayed as a Grid/Graph in the Detail Header.
Format or edit the Grid/Graph. For more information, see Adding Grid/Graphs to documents.
Save the document by selecting Save from the Home menu.