Dossier in microstrategy6/23/2023 The drill feature is available in bar, column, line, and pie charts.ĭossiers: In dossiers, drag and drop an attribute into the ‘Drill Target’ drop zone to enable the chart’s drilling capability. The below screenshot demonstrates small multiple feature in dossiers and in documents. The screenshot below shows a modest numerous feature in dossiers and documents. Please see the screenshots below for further information.ĭossiers: Drag and drop any attribute into the ‘Small Multiples’ drop zone to use the small multiples capability in dossiers.ĭocuments: To activate Small Multiples in documents, launch the vitara property editor window and navigate to the ‘Small Multiples’ option. To launch the Vitara property editor window, click the ‘Edit’ button. Hover your mouse over any Vitara chart to reveal the ‘Edit’ button. Color By Last Attribute and Play By First Attribute can be enabled/disabled in Documents via the property editor box.Drag and drop the characteristics into the Color By, Play Axis, Small Multiples, and Drill Target Drop Zones in Dossiers.Color by, Play Axis, Small Multiples and Drill Target drop zones: Chart will display all the metrics we place in the grid. This feature is not present in the report services documents. We can also use the metrics in the ‘Tooltip’ drop zone to establish thresholds in the chart. The metrics we placed in the ‘Tooltip’ drop zone did not appear in the chart, however their values are visible in the tooltip. The metrics that we place in the ‘Value’ drop zone appear on the graphic. To display traits and metrics on the chart, simply drag and drop them into the appropriate drop zone. In the editor panel, new drop zones such as Category Axis, Color by, Value, Tooltip, Play axis, Small multiple, and drilling will be visible. The standard editing panel will appear as shown in the screenshot below. When we apply a Vitara chart to a visualization in dossiers, the editor panel is updated to reflect the chart. Open the vitara property editor and enable or disable respective check boxes to enable/disable any property Vitara Properties (Play animation,Small multiples, Color by, etc.)ĭrag and drop attributes or metrics into respective drop zone to apply any specific property User Access control levels to enable Vitara Property editor in Documents. User privileges are used to disable Vitara Property editor in MSTR Documents. When we run the vitara charts in presentation mode, charts don’t show ‘Edit’ button. S.No.Įxport to PDF is available for the entire dossier and as well as for each chartĮxport to PDF for custom charts is unavailable. The comprehensive part below contains more information on a chart-by-chart basis. The table below compares and contrasts Dossier and Report Services Documents. These distinctions are highlighted below. There are a few functional variations between dossier and document capabilities. The visualisations are compatible with desktop, web, and mobile devices. Right-click a project and choose Properties.Ĭlick on the browse icon to select the template.Functional Differences using Vitara Charts in Dossiers and Report Service Documents Introductionįrom 10.3 and higher, the Vitaracharts visualisation library can be used for Report Services as well as Visual Insights/Dossier. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. In the Navigation pane, click, next to Dossiers. If necessary, you can remove the dossier as at template by clicking Unset It. The dossier displays a template icon in the title bar, as well as the Workstation window. You must have the Web save Templates and Filters privilege. Right-click the dossier and choose Set as Template. Open the Workstation window and locate the dossier you want to use as a template. When creating new dossiers, users are presented with an interface that gives them the option to first select a dataset, and then select one of the templates to which they have access.Ĭheck out the topics linked below to get started:Ĭreate a New Dossier and Set It as a TemplateĬonfigure a Template as the Project Default Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image or even one or more datasets, thus guiding the user and ensuring they adhere to corporate standards. Additionally, administrators or architects can set a template as the default for a project. Starting in MicroStrategy 2021 Update 8, Application Architects can define any dossier as a template.
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