Inserting a widget into a document

For an introduction to widgets and a summary of the various widget types, see Providing Flash-based analysis and interactivity: Widgets.

To insert a widget into a document

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1. Open the document in Design or Editable mode.

2. If the document does not contain a dataset in the Dataset Objects panel, add a dataset to the document by selecting Add Dataset from the Data menu. For steps, see Adding, changing, or removing a dataset report.

3. From the Insert menu, point to Widgets, then point to one of the following :  

• Flash: Display widgets viewable in Flash Mode.

• DHTML: Display widgets viewable in Interactive Mode, Express Mode, and Flash Mode.

• iPhone/iPad: Display widgets viewable on an iPhone and/or iPad with MicroStrategy Mobile.

4. Select the type of widget you want to insert. For a description of widget types, see Providing Flash-based analysis and interactivity: Widgets.

5. Click a location on your document in which to place the widget. You cannot place the widget in the Detail section of a document. The Grid/Graph that contains the widget is displayed. A small icon is displayed at the bottom right of the Grid/Graph, identifying the type of widget that you added to the document.

6. If desired, resize the widget by clicking and dragging its handles.

7. Each type of widget requires a specific number, type, and arrangement of report objects on the Grid/Graph. Use the links below to define the type of widget you are working with.
   
   Note: Report objects included on the Grid/Graph must come from the same dataset.

• Creating a Gauge widget

• Creating a Cylinder widget

• Creating a Thermometer widget

• Creating a Time Series Slider widget

• Creating an Interactive Bubble Graph widget

• Creating an Interactive Stacked Graph widget

• Creating a Heat Map widget

• Creating a Bubble Grid widget

• Creating a Waterfall widget

• Creating a Media widget

• Creating a Microcharts widget

• Creating an RSS Reader widget

• Creating a Graph Matrix widget

• Creating a Funnel widget

• Creating a Data Cloud widget

• Creating a Fisheye widget

• Creating a Weighted List Viewer widget

• Creating an Interactive Grid widget for the iPhone

• Creating a Map widget for the iPhone

• Creating an Interactive Grid widget for the iPhone

8. Some widgets can display data from more than one Grid/Graph. For these widgets, you can specify one or more Grid/Graphs as secondary data providers.

9. View and test your results by selecting Flash Mode from the Home menu.

• If Flash Mode is not available in the Home menu, you must make Flash Mode available in the document. For steps, see Defining which display modes are available to users.