Creating HTML documents - Microstrategy

You can create an HTML document to create a new dashboard. When you choose to create a new HTML document, the HTML Document Editor opens. The HTML Document Editor has two panes:

  • HTML Document content pane allows you to see the properties of the reports contained in the HTML document. It becomes populated as you add reports to the document layout section.
  • HTML Document layout pane is where you add objects to be included in the HTML document and adjust how they appear in the document. You can add reports, images, text, and tables to an HTML document, along with any other objects or information that can be included in an HTML page.

You can also display the Object Browser in the HTML Document Editor by choosing Object Browser Pane from the View menu.

HTML document views

You can work with HTML documents in the following views:

  • Normal Edit View provides WYSIWYG (what you see is what you get) HTML editing. You can add tables, text, images, and reports. HTML is generated automatically. Note that when you drag and drop report objects while in this view, they are displayed with an icon placeholder. This placeholder is replaced with the report when you choose HTML Document View from the View menu or execute the HTML document in MicroStrategy Web.
  • HTML Edit View displays the HTML source code for the HTML document. Edits made in the source code are immediately reflected in the Normal Edit View. The source HTML code can also be edited using third-party tools and then imported into the HTML Document Editor via the File menu.
  • HTML Document View displays the HTML document and executes the reports. To print an HTML document showing report data instead of the placeholder icons, you must print in this view.

When you run an HTML document from Desktop, the report links and hyperlink drill paths appear to be enabled. However, you cannot view the report details or click the hyperlink drill paths to get the details of the report data at different levels. If you click on a report link or a hyperlink drill path, the browser page opens and displays "Page cannot be displayed". The report links and hyperlink drill paths work only when you view the document through MicroStrategy Web.

Report characteristics

When you select an object in the HTML Document Layout pane, you see the following report characteristics in the lower part of the document content section:

  • Name is the name of the report
  • View allows you to view the report as a Grid or as a Graph in the document.
  • Banding allows you to turn report banding on or off for the document. Banding changes the colors of rows in the document to visually separate them.
  • XSL allows you to specify an XSL file to use to format the report in the HTML document.

You can modify any of the report characteristics by right-clicking the report in either the HTML Document Content pane or in the HTML Document Layout pane.

Image URLs

Since HTML documents can be viewed interactively using MicroStrategy Web or delivered to external sources using MicroStrategy Narrowcast Server, URLs and file paths must be constructed correctly. When HTML documents are viewed using MicroStrategy Web, the Web server that is transmitting the document can process relative URLs. This is not the case when HTML documents are delivered to users and viewed from external sources such as a mail server. These external sources can resolve only fully-qualified URLs, not relative URLs. A fully-qualified URL specifies the resource name plus all the subdirectories, the domain name, and HTTP or HTTPS.

In contrast, a relative URL is a local URL from which certain information, such as directory names, is omitted. It is relative because the URL is only valid relative to the URL of the current resource.

To avoid HTML documents that contain broken links, it is important to follow these rules:

  • Use fully-qualified HTTP and HTTPS URLs to ensure accessibility for recipients outside of a company network.
  • Only users who have network access to the shared image files will see images defined with fully-qualified file URLs using universal naming convention (UNC) file paths.
  • Fully-qualified file URLs using shared drives work onlyfor users who have the same shared drive defined.
  • A relative URL must contain a base URL in the definition of the HTML page. If this base exists, the URL works correctly in Web pages that are sent via e-mail, performing like a fully-qualified URL as described above.

The HTML tag called base sets the base URL for relative URLs in an HTML page. An example of this tag follows.

<HTML><HEAD><TITLE>HTML Page Title</TITLE><BASE href="http://www.microstrategy. com/"></HEAD>

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