Find and replace - Microstrategy

Find and replace allows you to globally change reports, templates, and metric formatting. You can replace autostyles, Report Data Options, metric formatting, and graph font for a set of reports, templates, and metrics.

This feature is helpful when a report design changes. For example, suppose the formatting of all your inventory reports must be changed. Simply create a new autostyle with the changes, search for only inventory reports, and substitute the new autostyle. Find and replace autostyles allows you to quickly switch the formatting of the selected reports.

The feature also is useful when standardizing the appearance of a set of metrics across the project. However, changes to metric formatting do not overwrite the format of such metrics set by individual reports or templates.

For detailed instructions and a description of the Find and Replace interface, see the online help.

Note the following:

  • Before you can use the Find and Replace interface, you must have the Use Find and Replace privilege.
  • Replacing autostyles or Report Data Options invalidates the report caches. A new cache is created when the report is run for the first time after the replacement.

Autostyles

Find and replace autostyles allows you to apply an autostyle to a selected set of reports and templates, easily creating a standard format for the selected objects.

Note the following:

  • A report (or template) records the ID of the style when the style is applied, but it is possible that the style was changed after it was applied. In this case, the report is using the Custom style because the definition has changed. When Find and Replace is run, the report using the target autostyle, even if it has been changed and is displayed in the Report Editor as Custom, will be updated with the new autostyle.
  • If the replacement autostyle is not saved in the Autostyles or My Objects folders, the autostyle name is displayed as Custom in the report, although the correct autostyle is applied.

Report Data Options

Find and replace allows you to modify the Report Data Options for a set of reports and templates. Since many of the Report Data Options, such as evaluation order, are relevant for only the report/template in which they are defined, globally changing these can result in unexpected outcomes. Therefore, only the following Report Data Options are available in Find and Replace:

  • Display: Null Values, which allows you to temporarily replace null values during report calculation or display.
  • General: Drilling, which allows you to enable drilling for the report/template and set various drilling options.
  • General: Advanced, which allows you to save the page-by settings on a report template. It also allows you to save any modifications that you make to a prompted report, after executing that report.

When a report with a linked template is changed, a dialog box appears, prompting you to break the link. If the link is broken, the changes are not propagated to the standalone template and a new, embedded template is used. If the link is not broken, the linked template is changed.

Metric Formatting

Find and Replace allows you to modify the formatting of a selected set of metrics. You can search for specified sets of metrics, select metrics according to search criteria, or select all metrics in the project. Once you’ve determined the set of metrics you want to work with, you can replace their header format, value format, or both, using the format of an existing metric or the Format Cells dialog box.

Graph Font

Find and Replace allows you to apply a font of your choice to graph titles and labels in selected sets of reports and templates. The default graph font is Arial, and you can change it to any other font available in the font drop-down list. You may have to change the default graph font when using some international character sets. For example, if the character set is set to Turkish in Web, you should select the font other than Arial to display correctly the graph title and labels.

Graph fonts can be changed in the following places:

  • For new graphs: Change the default graph font in Project Configuration, Report Definition, Graph.
  • For existing graphs: Change the default graph font in Find and Replace, Select, Graph Font.

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