microstrategy report services document creation guide. A document can be grouped and sorted using fields from the primary dataset only. microstrategy report services document creation guide

 
A document can be grouped and sorted using fields from the primary dataset onlymicrostrategy report services document creation guide MicroStrategy Report Services Document Essentials Training; MicroStrategy Report Services Dynamic Dashboards Training;

MicroStrategy Mobile overview. src. x - 10. You can also select an existing template (see How to Create a Report Based on an Existing Template ). For information on Report Services, see the Document Creation Guide and the Dashboards and. To reproduce this issue in MicroStrategy Tutorial, follow these steps: Create a report with Employee, Manager, Year, Month, and Revenue. The following steps would allow users to create an information window that is triggered by clicking on a neutral “button”. Create a metric selector S1. Create a Report Services document that contains Report A as a dataset. For information on Report Services documents, see the Report Services Document Creation Guide. If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. 2. A new document opens in Design Mode. To Create a Transaction Services Report. Right-click on the metric header to apply the condition or threshold and select 'Alerts': Specify the conditions to meet for the delivery to be triggered in the filter. A Grid/Graph acts as a standard MicroStrategy report. Browse and incorporate these templates into your own data dashboards. Calculated expressions are created using text fields and require braces { } around the. Datasets provide the data that appears in documents. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Helps you to manipulate the database in a single package. This document provides the steps to accomplish the same. Select “MicroStrategy SDK”. 28 Displaying, hiding, and. 1 and 10. You can also select multiple reports at the same time to create a multi-layout document (see Creating a document from a report for instructions and Creating multi. 3. The Database Administrator must ensure that the user account accessing the database has SELECT permissions for the table involved in the report. From a folder page, click the name of a document to open it. MicroStrategy offers a range of interfaces and tools that help designers present information via multiple style of BI - from grid reports, to pixel-perfect dashboards. Execute the document and confirm that the message in the textbox does not appear when there is a value returned for "Year" 4. Right click on your drop down selector and choose Properties and Formatting. 2. Add metric "Yesterday" to the document section as dynamic text. When you upgrade Platform Analytics, you must upgrade both the Platform Analytics Project and Platform. Add the filter to the report. Type over the existing text or add new text. 1. Report Services document • 2: Visual Insight dossier: IS_DRILL_IND. High-quality, Pixel Perfect documents allow you to display your business data in a user-friendly way that is. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. x. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported. MicroStrategy offers an intuitive way to create and modify business. Open Workstation in smart mode. Users determine what information they want, when and how they want to receive it, through an easy to use web page. Detailed examples of advanced reporting functionality can be found in the Advanced Reporting Guide. Lookup table for the Cache Hit indicator: • 0: Reserved. If you have a Distribution Services license, you can subscribe multiple users to an individual report or document through MicroStrategy Web (see To Create a Subscription in MicroStrategy Web). Web the dashboards and widgets guide contains instructions for designing and creating microstrategy report services dashboards, a type of document. MicroStrategy 9. This technical note explains how to display both value and percentage in a pie chart in MicroStrategy Developer Report Services Documents The following steps describe how to have both the value and percentage displayed in a pie chart in MicroStrategy Developer 9. Create a file subscription in MicroStrategy Web. Argument. A wide Report Services document will display on multiple pages when in PDF view event the it was design to display everything on one row/page. In the document, add a Slider selector under the graph. 3. x? ANSWER: Currently, it is not possible to prevent reports and documents from being delivered if they do not return any data on a report level basis. In the Run Modes area, select the format (s) in which the document can be exported: •. . Make the necessary changes to the document and then save and close the document. This allows you and other users to navigate to different sections of the graph's results. 4. To do this, edit the report in developer and go to the Report -> Data->Intelligent Cube Options->Point grid to Intelligent Cube and choose the new target cube: Create Cube A and a report based on it. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. The Tutorial project includes sample data, such as actual customer names and items purchased. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. The updated information will appear in the new report. Steps. In MicroStrategy Web, create a document for mobile devices that uses the above dataset report, and link it to the Transaction Services report you created above. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single,. Contents Report Services Document Creation Guide. You will also learn how to export and distribute your documents in different formats, such as PDF. MicroStrategy. When an attribute is added to the grouping section of a Report Services document and a graph is inserted into the detail header, the total is not displayed in the grouping selection for the graph as it is displayed in a MicroStrategy 9. The object's editor or wizard opens. Used Enterprise manager to create reports on the project usage and report usages. When you group records in a document, you set up the document's hierarchy and therefore its inherent sort order for the data displayed in the document. Close and open MicroStrategy Office for the changes to take effect. Displays or hides the. MicroStrategy Document Creation Help. . For information on privileges and permissions, see the MicroStrategy System Administration Guide. In a 9. It builds on the basic concepts about documents presented in the Document Creation Guide. For steps to subscribe reports/documents to be delivered to a History List, see History List Subscription Editor. Each custom format can have up to four. Make sure the columns in the grid are sized to display the same as in step 3. Drag the dataset to grid into document. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. What’s new in this guide MicroStrategy 10. iOS users can also view multiple layers with. Preview Feature: The FreeForm SQL Report Editor allows you to write your own queries to create reports. 1 Handbook Excel Dashboards and Reports The Big Book of Dashboards OLAP Services Guide for MicroStrategy Analytics Enterprise Oracle BI Enterprise Edition Dashboard and Report Best Practices. . Create a report (for example, customer state, customer city, revenue) and add P1 into report filter. Designing and creating documents: An overview. Q24. 1 - MicroStrategy Product Manuals 2013-04-30 Advanced Reporting Guide for MicroStrategy 9. All articles. Description. Create a report with Call Center and the copied metric. Dashboard AnalysisGuide, which provides abasic understanding of how to manipulate the data in a document or RS dashboard to analyze business information. Certain situations may prevent users from using this feature, such as: 1. Below are the list of parameters that the URL must. Incorporated. Email, export, or subscribe to a document or report. . The fuel for business dashboards is data, so each one needs to have one or more data sources. x. In the layout tab, click "Allow multiple selections". Notice only half the metric displays without wrapping. In MicroStrategy Web, edit or execute a report. MicroStrategy Report Services Document Creation Guide. Dashboards usually provide interactive features that let users change how they view the dashboard's data. Right click on a Report Services Document. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. 3. In its most basic form it consists of two parts: A report template (usually simply called a template), which is the underlying structure of the report. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way. English Deutsch Français Español Português Italiano Român Nederlands Latina Dansk Svenska Norsk. ; On the Freeform Sources tab, select Create Transaction report. From the left, click Grid. MicroStrategy Intelligence Server also provides scalability to analyze any amount of data, support for any number of users and a 24 X 7 operating environment, with robust security. x report. To benefit from the latest functionality available in this version of MicroStrategy Platform Analytics, an administrator must upgrade the MicroStrategy system, including Platform Analytics. To Create a Transaction Services Report. If excutionMode is not provided in the URL, by default PDF will be used as executionMode. If you are creating a condition based on. Documents and dashboards allow you to display your business data in a user. Avoid Duplicated Datasets. Double-click the Grid/Graph to edit it. Steps to Create: 1. Click any report you wish to execute. Dashboard-style Documents. Web Document design: Create a document page, access Design Mode for documents, and perform WYSIWYG editing of documents in Flash Mode. Web the dashboards and widgets guide provides instructions for designing and creating microstrategy report services dashboards, a type of document that is optimized for. CONTENTS BookOverviewandAdditionalResources vi 1. Best practices: Designing documents for Excel. To start MicroStrategy Web: 1 In a browser, enter the URL of your company’s MicroStrategy Web site. From Design Mode or Editable Mode, click the Presentation Mode icon . For example, a scheduled report executes which shows the Revenue by day for the past week. Uncheck the option “Enable report drilling” and select OK. Resources Documentation MicroStrategy provides both manuals and online help; these two information sources. To use security filters to restrict access to web services data returned on XQuery reports, you must do the following: The XQuery statement must use the security filter as part of the definition in the where clause. • Manually enter adjustments in the report: The only user-entered fields in the PR26 CDBG-CV report are lines 10 and 11, for funds expended for low/mod housing inIn a 8. Courses that can help you prepare for using this manual or that address some of the information in this manual include: •. Cards. When exported to Excel, both values 61 and 62 are visible at level 3 in the Excel file. This helps users discover new content and insights from both Report Services documents and. A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. It creates a derived element whose definition can be edited by right mouse clicking on the attribute header to bring up the Derived Elements editor. You can create an indented grouping of related data on a grid report or a Report Services document by organizing the data into a standard outline style. MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal, MicroStrategy Distribution Services, MicroStrategy Report Services. Push-Down Derived Attributes for Live Connection Cubes. It will not indicate that the check box is enabled, but this step is mandatory. Create a new report with an attribute in the row, year on the column, and a metric (with a long name like 'Quarterly Standard Deviation of Daily Revenue') and save and close. Get inspiration at the MicroStrategy data dashboard gallery. Opens the report in PDF format. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. Then, configure the slider to control the graph. Detailed information to create furthermore modify Report Related documents can be found in the Document Creation Help. A link with a URL made up of the object ID and specific link syntax. If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. A red border displays around the Grid/Graph, indicating that it is in edit mode. Environment: Microstrategy Desktop 8. A dataset is a MicroStrategy report that is used on a document and all of the report's elements–attributes, custom groups, consolidations, and metrics. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. Grid: Displays the Grid/Graph as a standard MicroStrategy grid report with rows and columns of attributes and metrics, as. x, with the Intelligence Server running on Linux, the image in the exported PDF report appears as a red "X" as shown below: However, the images in the report display properly when the report is. Document Creation Guide for MicroStrategy 9. This is from all MicroStrategy Business Intelligence clients platform. x, with the Intelligence Server running on Linux, the image in the exported PDF report appears as a red "X" as shown below: However, the images in the report display properly when the report is. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. Drag R2 to document as grid. Create a new document. MicroStrategy Education Services provides a comprehensive curriculum and highly skilled education consultants. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use. Once at MicroStrategy’s Collections page, select “MicroStrategy REST API Workflows”. ; Enter the XQuery statement required to connect to the third-party. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. This guide covers the features, benefits, and limitations of OLAP Services, as well as the steps to create, manage, and optimize Intelligent Cubes and OLAP functions. First, you open a blank document and select a report to use as the document's dataset. The document is displayed in Presentation Mode by default. For example, a scheduled report executes which shows the Revenue by day for the past week. What You Can Do in It. To add a dataset. Document designers also create Report Services (RS) dashboards, as described in Designing dynamic enterprise RS dashboards. Upgrading Platform Analytics. 1. 0. It is organized to help guide you through creating a new document, from creating the document itself, to adding objects to the new document, and formatting the. The Create Report and Create Document buttons will be. Reports and documents are the objects that. Click the three dots toggle on the top right of the above text box, select Create Links. Save the document as D1. To update the cover pages for Report Services Documents: Go to Workstation. Go to Format > Color and Lines. 1m Boot Up to Ubuntu, Fedora, KNOPPIX, Debian, openSUSE, and 13 Other Distributions Document Analysis Guide for MicroStrategy 10 MicroStrategy Report Services: Documents and Dashboards CCNP Security SISAS. For example, headers generally contain titles or other general information that should be shared at the top of all pages of the document. Direct Cubes over View Reports. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. For basic information on MicroStrategy reports in general, see. Specify R1 to be executed when the link is clicked. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2. View standard reports in MicroStrategy Library to get a simple, grid view of data. The text field for new notes opens. Dossiers automatically adjust to look great on any screen. smw format. Page component that should handle the action and the event. Once this dataset has been defined, users have the ability to create a grid report through the document editor. Create a report (report B) with Prompt #1, and place Customer on the template. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. This Technical Note describes how user can ensure that a grid won't overlap with other objects in the returned data of MicroStrategy 10. The following auto text codes allow you to add document variable information to your document. 2021 Update 7 (September 2022) MicroStrategy Workstation. 6. You must perform the following general steps to add a prompt to a document: 1. MicroStrategy can connect to any type of data including big data, flat files, social media data and so on. About HTML documents. It is used to format data from multiple reports in a single display of presentation quality. A value of -1 indicates no limit. 0, you have the option to use Data Import to create an in-memory dataset (sometimes referred to as an super cube) containing data from multiple tables. Add the prompt to a report. Toolbar Options. com 02. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. This data is positioned and formatted, resulting in a single display of presentation quality. A document or dashboard can contain data from one or more MicroStrategy reports. MicroStrategy Distribution Services,. The Dashboards and Widgets Guide provides instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. When user selects nothing, both text box will be hidden so nothing displayed. The report is added as a Grid/Graph (an object that acts like a standard MicroStrategy report) in the Detail Header of the new document (see Creating a document from a report). 2 :Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. Drilling is available for Report Services Documents starting in MicroStrategy 9. MicroStrategy Office, MicroStrategy. The option to Drill to Subcategory is available and works. Run this to Interactive mode and notice that all three metrics appear with Revenue and Profit on the Y1 axis and Random Number on the Y2 Axis. The Properties and Formatting dialog box opens. Report Services documents are an excellent source of summarized data from related areas of analysis. Place an image or auto text field in a MicroStrategy Report Services document. For an overview and steps to add a dataset to a document, see the Document Creation Guide. x MicroStrategy Intelligence Server and newer clustered environment, subscriptions created using a time-based schedule are not restricted to the primary node only. Click Shared Reports. 2. Login to Postman and search for MicroStrategy in the homepage search bar. This chapter describes how to create these types of objects. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. Transaction data submitted during offline mode (a local transaction) is written back to the local dataset when the Internet connection is reestablished, and any document pointing to this local dataset receives this transaction. Built For The Internet, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks Learn how to use MicroStrategy OLAP Services to enhance your data analysis and reporting capabilities. Microstrategy Precision Exams. MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Po wer User, MicroStrategy Analyst,. A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. Version 9. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. 3. To add a text field to a document. 4 10. You can also select multiple reports at the same time to create a multi-layout document (see Creating a document from a report for instructions and Creating multi-layout. Version 10 To ensure that you are using the documentati on that corresponds to the software you are licensed to use, compare this version n umber with the software version shown i Universal, MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Narrowcast Server, MicroStrategy Health Center, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Developer, MicroStrategy Web Professional, MicroStrategy Architect, MicroStrategy SDK, MicroStrategy Document Creation Help. evt. 4. Save and close the report. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. Make two grids with different attributes and metrics in each 3. This section covers design information thatis specific for reports and documents that are intended to beused on a BlackBerry. A MicroStrategy Report Services document displays your organization's data in a high-quality, Pixel Perfect display. Web Dashboards And Widgets Creation Guide For Microstrategy 9. Log on to the machine where you are installing one or more MicroStrategy products. ' For more information, refer to the MicroStrategy Product Manuals and look for Document Creation Guide. c. When 'Save Options' appear, choose the first option, as shown. On the toolbar, click the drop-down arrow on the Create a New Object icon, and select the type of object to create. The document is available in PDF format for. 4) Mark the Display hidden objects checkbox and click on OK:To access the Derived Elements Editor for a Grid/Graph in a Report Services document, expand the document section that contains the Grid/Graph. 3 Document Analysis Guide for for MicroStrategy 9. NOTE: An exception is thrown when running the code against the cache few times. MicroStrategy makes it easy for consumers to find new insights by making recommendations for content based on usage data, such as dataset certification and recent updates, as well as search terms. Create a metric selector S2. Resize the columns so that the metric word wraps: Export to Excel. From Design Mode or Editable Mode, click the Presentation Mode icon . Design and Administration Guide: A Platform for. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. 1 server refreshes the document so that the user has access to the latest version. In the upper left part of the Get Info page, notice the following link: Change Cover Page. MicroStrategy Report Services Document Essentials Training; MicroStrategy Report Services Dynamic Dashboards Training;. 1 and 10. If Current state is set to either Use first or Use last, type the number of elements to display in the Number of elements field. Then go to “Widget” and set as DHTML-Survey. For information on integrating MDX cube sources into MicroStrategy, see theMDX Cube Reporting Guide. Version 9. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported. To ensure that grids included in a Report Services document won't overlap with other objects, it is necessary to use sub-sections. 2. The object's editor or wizard opens. Add the report created in step 1 to the panel in the document. 1, Microstrategy Web 8. The comments written get saved when saving the report or document for which they are. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. To open documents in various modes. ; Click OK. 1. MicroStrategy Distribution Services,. 4. Create a selector on metrics, targeting the graph in step 3. Many customers and partners from over 800 different organizations have benefited from MicroStrategy instruction. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. 2987. Creation Guide for MicroStrategy 9. For steps to enable a bubble grid widget as a selector, see. Reporting Guide. Select Export from Home menu, and then click PDF. ‎Computing & Internet · 2015What is report service document in MicroStrategy? A MicroStrategy Report Services document displays your organization’s data in a high-quality, Pixel Perfect display. A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. x:In MicroStrategy Narrowcast Server 9. Save the workflow in . In order to export a document in excel format using the URL API, the executionMode must be set to 4. Reporting Guide. smw” “UserName=User1 “Password=1234”. MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. These reports should be kept in cache because they are frequently accessed. The data from the report is used to populate the Grid/Graph. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. This section describes the ways in which you can design and create a MicroStrategy Report Services document. Create a Risk Management Framework; Phase 2. MicroStrategy provides a detailed document of its technical support policy and procedures, covering topics such as support liaisons, service levels, escalation process, and maintenance fees. KB30101: How to Enable drilling for Report Services document in MicroStrategy Web. You can modify the appearance of an HTML document, just like any other HTML page, to include text, images, hyperlinks, tables, and one or more report objects. SERVICE GUIDE UPDATE PUBLISHED FEBRUARY 2023. 5. 3. vii Creating an attribute based on existing objects: Derived attributes. Excel: This allows the user to export the document to Microsoft Excel in . should be run again. MicroStrategy Report Services Document Creation Guide For more information on the Height can shrink and Height can grow options, see the Document Creation Guide. Details to design a document or dashboard are in the Report Services Document Creation Guide. x can only test three-tier projects, that is, projects that are attached to a MicroStrategy Intelligence Server. From the Insert menu, select Text. MicroStrategy Report Services Document Creation Guide Instructions to design and create Report Services documents, building on information in the Document and Dashboard Analysis Guide . This chapter describes how to create these types of objects. In MicroStrategy Web, click Create at the top of any page, point to New Document, and select Blank Document. xlsx as an example data set. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. As document designers create documents, they specify the data that appears and control the layout, formatting, grouping, and subtotaling of data. 3. Select Custom as the Category and create the format using the number format symbols listed in the table below. Insert an image object specifying the folder path into which R will create an image file based on the metric values. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode Follow the steps below: 1. For the purposes of this example, only the parts related to support Transaction Services are explained below. The theme of the MicroStrategy Tutorial project is activity in a retail store over a three-year time period. You must will MicroStrategy Report Services to be able to devise and work include Report Services documents. You can use MicroStrategy Web to create a Grid/Graph that contains objects from multiple dataset reports. A device specifies the format of a MicroStrategy report or document and the transmission process to send the report or document to users who subscribe to that report or document. Create a Report Services Document 2. The following steps describe how to create a link to a MicroStrategy Web report in a document so that users can click on the link to execute the report. In case of multi-pass reports all passes for a MicroStrategy job are. For issues related to Workstation connecting to the Intelligence Server, ensure that the Workstation version is the same/or compatible with the Intelligence Server environment. Turn on Dossier Cache. Project attributes allow a designer to. Web the dashboards and widgets guide provides instructions for designing and creating microstrategy report services dashboards, a type of document that is optimized for. In the PDF Options dialog box determine the report scaling and orientation, and press Export. MicroStrategy Web users that are licensed for MicroStrategy Report Services can view and interact with a document in Flash Mode, if the document was created before MicroStrategy 10. Make two grids with different attributes and metrics in each 3. On the same right mouse click context menu under the attribute header, users will see an. Although the number of visualizations is smaller in documents, these visualizations provide you with more formatting properties for more specific design requirements. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 1The single dimension table of a Star schema consists of aggregated data while the data is split into various dimension tables in a snowflake schema. MicroStrategy integration with Kafka. 3. 3, March 2016 To ensure that you are using…It supports interactive dashboard, highly detailed reports, ad-hoc query, automated report dispute, and Microsoft Office integration. When you create a document, you can specify the data that appears, control the layout, formatting, grouping, and subtotaling of data, and specify the position of page. Right click on the dynamic text and then click on "Format". Press the SHIFT key while dragging and dropping the above report to the document design area. Documents and Dashboards for MicroStrategy Report Services Dashboards and Widgets Creation Guide for MicroStrategy 9. To view a document in Presentation Mode, do one of the following: . In general, report creation in MicroStrategy is. or any other pers on involved with the creation, prod uction, or distribution of th e Software be liable to you on. 3. How. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Execute the document and the R generated. A document can be grouped and sorted using fields from the primary dataset only.