Strategy ONE

Editing data in a Grid/Graph displayed as a grid

When you edit the data inside a Grid/Graph displayed as a grid, you can:

  • Change the formatting of various rows and columns, such as hiding or displaying the column or row headings

  • Change the sorting, as well as define totals or subtotals

  • Select a different autostyle for the grid, assign thresholds, apply banding to rows or columns, and change various column settings (such as removing the word "Metrics" from the Grid/Graph)

  • Create derived metrics

  • Create shortcut metrics

These options also apply to the grid part of a Grid/Graph that is displayed as a grid and a graph.

To edit data in a Grid/Graph displayed as a grid

  1. In MicroStrategy Web, open the document in Design or Editable Mode.

  2. Select the Grid/Graph to edit.

    If the Grid/Graph is a shortcut, you cannot edit it because it is linked to the dataset. (For details, see Editing data in a Grid/Graph.) A message appears, allowing you to choose whether to unlink the shortcut. If you click OK, changes made to the dataset are no longer passed to the dataset in the Grid/Graph you selected.

  3. To change the Autostyle for the whole grid, select a new Autostyle from the Grid toolbar.

  4. To format a part of the data in the Grid/Graph, right-click the object in the grid and select Properties and Formatting. The Properties and Formatting dialog box opens. For details, see Formatting Grid/Graph containers. To save your changes and return to the document, click OK.

  5. To move an object, right-click the object in the grid, select Move, and then choose the direction to move.

  6. To insert a derived metric:

    1. From the Data menu, select Insert New Metric. The Insert New Metric dialog box opens.

    2. Create the derived metric, as described in Creating, editing, and deleting derived metrics.

    3. Click OK to return to the document.

  7. To create a shortcut metric:

    1. Right-click the column(s) or row(s) for which to create a new metric, select Insert Metric, and then select one of the following:

      • Percent-to-total

      • Transformation

      • Rank

    2. Create the shortcut metric. For steps, see the MicroStrategy Web Help.

  8. To sort the data in the grid:

    1. Right-click the object to sort the Grid/Graph by, point to Sort, and select either Ascending or Descending.

    2. For advanced sorting, right-click the object to sort by and select Sort Grid. The Sort dialog box opens. For details, see Sorting records in a document. Click OK to save your changes and return to the document.

  9. To add subtotals, right-click the Grid/Graph and select Edit Totals. The Subtotals dialog box opens. Select the subtotal function, position, and whether to total by position or across level. For instructions, see the MicroStrategy Web Help. Click OK to save your changes and return to the document.

  10. To change the width of a column, switch to Editable Mode if you are in Design Mode. Resize the column by dragging and dropping the column's handle.

  11. To hide column and/or row headings:

    1. Right-click the Grid/Graph and select Properties and Formatting. The Properties and Formatting dialog box opens.

    2. From the left, select Grid.

    3. To hide row headings, clear the Show check box under Rows.

    4. To hide column headings, clear the Show check box under Columns.

    5. Click OK to return to the document.

  12. The grid can be displayed in a static version of outline mode, which displays the rows and columns in a summarized, high-level outline. Users cannot collapse or expand any of the rows. To display the grid in outline mode:

    1. Right-click the Grid/Graph and select Properties and Formatting. The Properties and Formatting dialog box opens.

    2. On the left, select Grid.

    3. Select the Outline check box in the View area.

    4. Click OK to return to the document.

  13. Banding groups rows or columns by color to enhance readability and, in some cases, identify attributes or attribute elements meeting certain criteria. To display banding, do the following:

    1. Right-click the Grid/Graph and select Properties and Formatting. The Properties and Formatting dialog box opens.

    2. From the left, select Grid.

    3. Select the Show Banding check box.

    4. Click OK to return to the document.