![]() For example, if the user views the Finance page last and then closes the dossier, the Finance page opens upon the next execution. Always open with the last viewed dossier: View the dossier in Library with the last viewed state of the user. MicroStrategy Dossier makes it easy to build insightful and engaging dashboardsand with the free-form canvas, the latest 2020 platform release has introduced new game-changing, design-focused features.The dossier is always reset upon execution. Always open with the last saved dossier: View the dossier in Library with the last saved view that the author intended (base view).Open with the default level setting: Keep the default view set by the administrator at either the environment or project level.The setting modified at the individual dossier level takes priority over the setting defined on the environment or project level. View in Library: Select the default open view when the dossier is opened. Optimize memory usage of derived objects: Skip the evaluation of unused derived attributes and derived elements in a dossier to improve performance during execution. MicroStrategy has introduced a feature known as, Incremental Refresh Options, which allow Intelligent Cubes to be updated based on one or more attributes, by setting up incremental refresh settings to update the Intelligent Cube with only new data. Enabling this option reduces load time when opening dossiers that contain a large amount of data. Load pages on demand: Load pages only when they are selected.Load chapters on demand: Load chapters only when they are selected.Default: Load data across all chapters.Join Behavior: Allow joins across datasets based on unrelated common attributes.Įxecution Mode: Select how data is loaded in a dossier when it is opened. A Refresh button is also available in presentation mode. You can specify the frequency in which data from direct access datasets refreshes automatically in presentation mode. Refresh: Data in a dossier does not automatically refresh in presentation mode, by default. Some properties that determine an on/off status and are not format related are not supported, such as the on/off toggle for Data Labels.Use the Dossier Properties dialog to set the refresh rate in presentation mode, join behavior, data combination settings, or loading of chapters on demand. Some properties that are strongly data dependent are not supported, such as Reference Line, Trend line, and Color By in graphs. The majority of the properties in Text and Form on the Format panel for visualizations and components are supported. The following properties from the dossier level are supported:ĭossier layout and background color in Format > Dossier Formatting.Īll properties in Title and Container on the Format panel for visualizations and components are supported, except the on/off status of the title bar. Supported VisualizationsĪll supported format properties can be saved in the theme. This section describes the supported visualizations, components, and format properties for themes. You can see the custom cover image for your them in the Themes panel. Right-click the theme and choose Properties.Ĭlick Change Cover and paste an image URL or select a sample image. Open the Workstation window, click Dossiers, and locate your theme. In the Themes panel, search for your theme. Dossier Authoring Description Dossiers Data Visualization Library What's New Videos Experience the platform yourself Request a pilot and a member of our team will contact you to understand your business needs and demonstrate how MicroStrategy can help. You can only select one for each object type.Ĭlick OK and save your theme with a meaningful name. Select objects to include their formatting in the theme. You must have Use Formatting Editor privilege. Open the Workstation window and run the dossier you want to save a theme from.Ĭhoose Format > Save as Theme. Supported Visualizations, Components, and Format Properties This is much easier and efficient than changing the formatting in each visualization.Ĭheck out the topics linked below to get started: Users can apply a theme by a simply clicking to change the look and feel of their dossiers. This includes default font type, size, color palette on grids/graphs, and fill color among other formatting properties in different visualizations and component types. Starting in MicroStrategy ONE Update 10, Application Architects can define reusable dossier themes when creating new dossiers in Workstation.
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