Report Services Document Analysis Guide - MicroStrategy

Report Services Document Analysis Guide Exploring Your Data with Visual Insight Analyses 4
To convert an analysis to a document
1 Click the name of an analysis to run it.
2 From the analysis toolbar, click the Convert to Document icon. The
analysis is converted to a document and displayed in Design Mode.
3 Click the Save As icon. The Save As dialog opens with the original
document name as the default in the Name field.
4 Do one of the following, depending on whether or not you want to create
a new folder in which to save the document:
• To select an existing folder to save your document in, from the Save
in drop-down list, choose Shared Reports or My Reports, and
browse to the desired folder.
• To create a new folder to save the document in, click the Create New
Folder icon. The Create Folder dialog box opens. In the Folder field,
type a name for the folder. In the Description field, type a description
for the new folder. Click Create Folder. The new folder is created and
displayed.
5 Type a name and description for the analysis in the Name and
Description fields.
6 Click OK to save the document.
If a document with the same name already exists in the folder, a Confirm
Overwrite message appears. Click Yes to overwrite the existing
document.
To save the underlying data in a visualization as a CSV file
1 Click the name of the analysis to run it.
2 Click the tab of the visualization whose data you want to save.
3 From the analysis toolbar, click the Save Data icon. The Select Location
For Download dialog box is displayed.
4 Navigate to the location to save the file in, then type a name for the file in
the File name field.
© 2012 MicroStrategy, Inc. Saving an analysis 163