Exporting a document

Exporting a document allows you view and interact with the document results outside of MicroStrategy Web. For example, you can view results in a PDF file within Adobe Reader, manipulate exported data in an Excel spreadsheet, or create an interactive Flash dashboard for off-line use.

You can export a document to the following formats:

PDF file: Export the document to a PDF file in a reader, such as Adobe Reader. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle.
Excel spreadsheet (.xls): Export the document to a Microsoft Excel spreadsheet for further manipulation and use. See Designing documents for Excel for tips to create a document that will display correctly when it is exported to Excel.
HTML file: Export the document to an html file in a separate window.
Flash file: Export the document to a fully interactive, stand-alone Flash file. In Desktop, you can choose to export all the Flash files in a project in one of the following:

MHT format, which can be opened in Internet Explorer, and in Firefox with a third-party plug-in
PDF file format, which can be opened in Adobe Reader 9

For more information and steps to change the format in which to export Flash files, see the Desktop Help.

You can specify default exporting options for a document, or prompt users to make these choices. For example:

If your document is grouped, you can choose to export the entire document or only the selected group element. Page-by allows you to view the document by a selected group element. For information on grouping, including examples, see Grouping records in a document; for more information on page-by, including examples, see About using page-by on a document.
If your document contains multiple layouts, you can choose to export the entire document or only the layout currently being viewed by the user. For more information on how layouts are exported to Excel, see Exporting multi-layout documents.
If your document will be displayed on a Kindle or Nook, export the entire document (all pages and all layouts), so that the Kindle or Nook user can view all the data. For more information about designing documents for these readers, see Best practices: Designing documents for the Kindle and Nook. For information about transferring PDFs to the Nook or Kindle, and using them there, refer to the Nook or Kindle product documentation.

For detailed steps to specify the export options described above, see Specifying export options in a document.

You can export a document from within the document, or directly from a folder. The following procedures describe both tasks.

To export an open document

Click the name of the document to execute it.
From the Home menu, select Export, then select the file format in which to export the document. The options are:

Excel

HTML

PDF

Flash
Note: If an export format is not available on the toolbar, that export format has not been made available for this document. For instructions, see Determining the export modes for a document.

Depending on the file type, you may be prompted to open or save the exported file. You can choose to either:

Open the file, by clicking Open. A copy of the document opens in a browser.
Save the file, by clicking Save. Name and save the file. Do not change the file type.

To export a document directly from a folder

Right-click the document and select Run as.

If the document contains prompts, answer them and click Export.

If DHTML is disabled, click the Export icon or PDF icon in the Actions column.

Note: If an export format is not available on the toolbar, that export format has not been made available for this document. For instructions, see Determining the export modes for a document.

If DHTML is enabled, select the format to export to:

To export to a PDF, select Export to PDF.
To export to Microsoft Excel, select Export to Excel.
To export to HTML, select Export to HTML.
To export to Flash, select Export to Flash.

Depending on the file type, you may be prompted to open or save the exported file. You can choose to either:

Open the file, by clicking Open. A copy of the document opens in a browser.
Save the file, by clicking Save. Name and save the file. Do not change the file type.