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Dashboards and Widgets Creation Guide - MicroStrategy

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<strong>Dashboards</strong> <strong>and</strong> <strong>Widgets</strong> <strong>Creation</strong> <strong>Guide</strong> Document Review 1<br />

For more examples <strong>and</strong> instructions to create <strong>and</strong> format widgets, see<br />

Chapter 5, Providing Flash Analysis <strong>and</strong> Interactivity: <strong>Widgets</strong>.<br />

Each of these different kinds of controls is referred to as a control type.<br />

Dragging <strong>and</strong> dropping a dataset object onto the Layout area of the<br />

Document Editor creates a control. If the dragged object is a dataset report, a<br />

Grid/Graph is created; otherwise, a text field containing the dataset object is<br />

added to the Layout area. When the document is displayed as a PDF, the<br />

Grid/Graph is displayed like a <strong>MicroStrategy</strong> report; the text field displays<br />

the elements or values of the dataset object.<br />

The document section in which a control is placed determines not only the<br />

location of the values but also whether it is repeated <strong>and</strong> at what level it is<br />

calculated. For example, some document sections, such as the Page Header<br />

or Page Footer, are appropriate for displaying page numbers because those<br />

sections are automatically repeated throughout the document. For a<br />

summary of the different document sections, see Document sections <strong>and</strong><br />

metric calculations, page 17.<br />

A metric placed in different document sections is calculated differently. In<br />

the Detail section, the metric is calculated at the level of the attribute<br />

element, while the same metric placed in the Group Header section is<br />

calculated at the level of the group. This is described as an overview in<br />

Document sections <strong>and</strong> metric calculations, page 17.<br />

After you add controls, you can move <strong>and</strong> arrange them to determine how<br />

they appear when the document is viewed as a PDF. For instructions <strong>and</strong><br />

examples of the various ways in which you can move <strong>and</strong> arrange controls,<br />

see the Document <strong>Creation</strong> <strong>Guide</strong>.<br />

Document sections <strong>and</strong> metric calculations<br />

A document contains multiple document sections, although most<br />

dashboards use only one document section. Using only one allows you to<br />

easily design a dashboard using the whole screen. For example, if you create<br />

a new document using the Blank Dashboard template, only the Detail<br />

Header is displayed.<br />

The document section that you place a control in determines where the<br />

control is displayed on the document. For a metric, the level of calculation<br />

depends on its location in the document, as summarized below. This allows<br />

you to create metric totals in documents, such as a gr<strong>and</strong> total or a group<br />

total. When a metric is placed in a document section other than the Detail<br />

© 2012 <strong>MicroStrategy</strong>, Inc. Designing <strong>and</strong> creating documents: An overview 17

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