The Reporting Essentials chapter of the Basic Reporting Guide contains fundamental information on report design. This advanced chapter builds on the concepts and procedures presented there by providing more technical details and advanced options for report design. Therefore, you should be familiar with the information from that chapter, such as Report Objects, Report Grid, Report Filter, and a general working knowledge of the Report Editor and its functions. A quick review of that chapter is included in the next section.
This guides you through advanced reporting concepts in a hands-on way, although detailed instructions are not included. The online help contains such step-by-step procedures, if you need more guidance. The sample reports are intended to show you how reports are built and generated. After you read the chapter, explore the reports on your own to learn more and to better understand the concepts presented here.
The reports discussed in this chapter are saved in the MicroStrategy Tutorial. To simplify the content, the discussion and presentation of the reports are from Desktop only. However, you can access them from Web and perform many of the same operations. The directory path within Desktop is Public Objects \Reports \Technical Reports \Reports by Feature \Advanced Reporting Examples. You can follow the steps to interact with the reports, or you can view all of the sample reports without creating your own reports.
Remember to save any reports you create under a different name, so that you do not overwrite the sample reports in the MicroStrategy Tutorial.
Reporting Essentials review
The Reporting Essentials chapter of the Basic Reporting Guide provides an overview of the essential reporting topics you need to understand to begin building reports and creating a business intelligence application. These topics are explained in the following sections.
Report design versus report creation
Report design is the process of building reports from basic report components in MicroStrategy Desktop and Web. While report design is the most generic method for defining a report, it also requires the most in-depth knowledge of the project. In general, this method should be available only to the select group of advanced users and report designers who will design reports for others to use.
Report Creation is the process of building reports from existing, predesigned reports either in Desktop or in Web. Given the wealth of reporting functionality that you can make available to your users, you have the ability to design reports that provide a wide range of options for users to create their own reports.
Report creation is different from report design in that it provides a more guided experience and does not require your users to have a thorough understanding of the project. This allows your users to create their own reports in a controlled, user-friendly environment.
You create reports in the Report Editor of Desktop, which has four report view modes:
MicroStrategy Web provides the same report view modes, although the equivalent of SQL View is called Details.
You design reports in Design View, which allows you to select the metrics and attributes to use on the report. You can also define report filters, which determine the data used for metric calculation.
You can add various formatting options, such as fonts and styles, in either Design View or Grid View.
Interactive report editing
Once a report is saved, you have the option of allowing your users to edit it interactively while viewing the results without re-executing the report against the warehouse. This means that the changes are performed in Desktop or the Intelligence Server, rather than in the warehouse. The following functions are described fully in the Reporting Essentials chapter.
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