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Formatting documents

Formatting documents
Formatting controls and parts of controls
Applying a 3D effect
Applying a transparent background to objects
Applying a drop shadow
Using gradient colors
Creating and using custom colors: User Palette
Creating a pop-up tooltip
Enabling transition animations for controls in Flash Mode
Hiding a control in Interactive Mode and View Mode
Enabling conditional formatting
Formatting text fields
Formatting shapes: Lines and rectangles
Formatting images
Formatting Grid/Graphs
   - Adding a title bar to a Grid/Graph
Applying an Autostyle to a Grid/Graph in a document
   - Assigning default Grid/Graph Autostyles
Formatting panels and panel stacks
   - Formatting all aspects of a panel stack and panels
   - Adjusting the position, size, titles, and tooltips of a panel stack
   - Formatting panels using the Formatting toolbar
   - Formatting the borders of a panel stack
   - Formatting the background of a panel
   - Adding a title bar to a panel stack
Formatting selectors
   - Formatting selectors using the Format: Selector dialog box
   - Formatting selectors using the Properties dialog box
   - Formatting selectors using the Formatting toolbar
   - Formatting selectors using right-click options

   - Specifying proportional or fixed width for items in a selector
   - Formatting the text of selector items
   - Selector rendering in Flash Mode
   - Formatting a Fish Eye Selector
Formatting widgets
   - Formatting a Gauge widget
   - Formatting a Cylinder widget
   - Formatting a Thermometer widget
   - Formatting a Time Series Slider widget
   - Formatting an Interactive Bubble Graph widget
   - Formatting an Interactive Stacked Graph widget
   - Formatting a Heat Map widget
Formatting sections
Formatting controls using control defaults
   - Applying the control default
   - Setting the control default
Formatting document borders and backgrounds

Copying and pasting formatting
Format dialog box

   - Font tab
   - Number tab
   - Alignment tab
   - Color and Lines tab
   - Effects tab
Properties dialog box
   - General tab
   - Layout tab
   - Image tab
   - Grid tab
   - Line tab
   - Selector tab
   - Flash tab

Formatting documents
You can control the appearance of a document by formatting either the objects in it (such as text fields, lines, sections, and so on) or the document as a whole.

For basic conceptual and procedural help to change the appearance of a document, click any of the following:

  • Applying a 3D effect
  • Applying a transparent background to objects
  • Applying a drop shadow
  • Using gradient colors
  • Creating and using saving custom colors: User Palette
  • Creating a pop-up tooltip

  • Formatting text fields
  • Formatting shapes: Lines and Rectangles
  • Formatting images
  • Formatting Grid/Graphs
  • Formatting panels and panel stacks
  • Formatting selectors
  • Formatting sections
  • Formatting document borders and backgrounds
  • Formatting controls using control defaults
  • Copying and pasting formatting
  • Formatting controls and parts of controls
    You can apply different formats to different parts of the following control types:

    • Grid/Graphs
    • Panel stacks
    • Selectors

    All these control types allow you to format the container, which is the object that holds the actual Grid/Graph, panel stack, or selector. Grid/Graphs and panel stacks have an optional title bar, which allows Web users to identify the object in the document. For example, a title bar may identify a certain Grid/Graph as the 2008 Revenue Projections Report. Also, in Grid/Graph title bars, the Grid/Graph or panel stack can be minimized or maximized, like any dialog box in an operating system. The individual panels of a panel stack can be formatted differently from each other, as well as independently from the title bar and container.

    The Format dialog box allows you to format the different parts of the controls. For procedures, see the following:

    Applying a 3D effect
    You can make controls appear three-dimensional, like a button that can be pushed. The 3D effect can be either:

    • Raised, or outset, like a button
    • Lowered, or inset, like a pushed button

    In addition to determining whether the control is raised or lowered, you can set the thickness of the line around the control.
    You can use the 3D effect on the following types of controls:

    • Grid container and border
    • Images
    • Panel stacks (all panels in the stack use the same 3D effect)
    • Rectangles (but not rounded rectangles)
    • Selectors
    • Text fields

    Prerequisites

    The following procedure assumes you have already created one of these controls.

    To apply a 3D effect to a control in a document:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select the control to be formatted.
    3. Do one of the following to open the Format dialog box:
      • From the Format menu, select Control.
        OR
      • Right-click the control and select Format Control.
    4. Click the Effects tab.
    5. Select the Enable 3D Borders check box.
    6. From the Effect drop-down list, select one of the following to determine the type of 3D effect to apply to the borders.
      • Raised, to outset the text like a button.
      • Sunken, to inset the control like a pushed button.
    7. In the Weight field, enter a number to determine the extent to which the 3D effect is applied to the borders. Enter larger numbers to apply a thicker and more noticeable border. In general, numbers between 1-20 should accommodate your design requirements.
    8. Click OK to apply your changes to the document.

    Applying a transparent background to objects
    You can make the background of objects transparent, which
    allows you to see what is behind the control.

    You can apply a transparent background to the following types of controls:

    • Grid/Graph containers and title bars
    • Panel stack containers, title bars, and panels
    • Rectangles and rounded rectangles
    • Selector containers and items
    • Text fields

    For an explanation of containers, see Formatting controls and parts of controls.

    To apply a transparent background to objects:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Do one of the following to open the Format dialog box:
      • Right-click the control and select Format Control.
      • Select Control from the Format menu.
    3. You can format different areas of the control. In the first object list at the top of the dialog box, select the part of the control to format.
    4. In the Fill area, click the arrow next to the Color drop-down list to expand the list.
    5. Click No Color.
    6. Click OK to apply your changes and return to the document.

    You can also change the background of the following in the same way.

      • Grid/Graph containers
      • Panel stack containers
      • Rectangles and rounded rectangles
      • Selector containers
      • Text fields

    Applying a drop shadow
    You can apply a drop shadow to a control, which “floats” the control above the background. Changing the offset of the drop shadow can make the control appear lower or higher in the document.

    You can use drop shadows on the following types of controls:

    • Grid container
    • Images
    • Lines
    • Panel stacks (all panels in the stack use the same drop shadow settings)
    • Rectangle and rounded rectangles
    • Selectors
    • Text fields

    Prerequisites

    The following procedure assumes you have already created one of these controls.

    To apply a drop shadow to a control:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select the control to be formatted.
    3. Do one of the following to open the Format dialog box:
      • From the Format menu, select Control.
        OR
      • Right-click the control and select Format Control.
    4. Click the Effects tab.
    5. Select the Enable Drop Shadow check box.
    6. Use the slider to adjust the thickness of the drop shadow.
    7. Click OK to apply the changes to the control and return to the document.

    Using gradient colors
    Gradient colors blend two colors to create a gradual color change in the background of a control. You can select the two colors, as well as the direction of the blending. The direction is called the Gradient shading style, and your options are:

    • Left to right
    • Right to left
    • Top to bottom
    • Bottom to top
    • Horizontal centered (Flash-only)
    • Vertical centered (Flash-only)

    The last two gradient shading styles are three-way or 'mirror' gradients that are applied only in Flash Mode. These types of gradients blend the colors from the middle of the control out to the edges. That is, one color is applied in the center of the control and the other to the edges of the control, then the two are blended. The two halves of the control are identical, as though a mirror was placed along the center of the control. You can choose to blend the colors horizontally or vertically, as shown in the rectangles below, by specifying the Gradient shading style.

    You can use gradient colors on the following types of controls:

    • Grid/Graphs
      Note: You cannot apply a gradient to a graph dataset report in a document.
    • Panels (each panel in a panel stack can have an individual color scheme)
    • Rectangles and rounded rectangles
    • Sections
    • Selectors
    • Text fields

    To use gradient colors on a control:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select the control to be formatted.
    3. From the Format menu, select Control. The Format dialog box is displayed.
    4. Select the Color and Lines tab, if it is not already selected.
    5. In the Fill area, click the arrow next to the Color drop-down list to expand the list.
    6. Click Gradients. The Gradients dialog box is displayed.
    7. From the Color 1 and Color 2 drop-down lists, select the two colors in which to create a gradient.
    8. In the Shading Styles area, select the direction of the shading and then select a variant.
      • You can select a mirror-like gradient to apply to objects displayed in Flash Mode. To do so, select the Flash-only variant displayed at the bottom of the dialog box.
    9. Click OK to return to the Format dialog box.
    10. Click OK to return to the document.

    Hiding a control in Interactive and View Mode
    You can display information to other document designers in Design Mode, while hiding it from users viewing the document in Interactive and View Mode. For instance, you could include a note in a text field about the source of data. You then hide the text field. You achieve this by placing the content you want to hide into a control, and then hiding that control.

    You can hide entire sections of a document. You can hide the following types of controls:

    • Grid/Graphs
    • Images
    • Lines
    • Panel stacks
    • Rectangles and rounded rectangles
    • Selectors
    • Text fields

    To hide a control in Interactive Mode and View Mode:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Add controls to the document.
    3. Right-click the control that you want to hide in Interactive Mode and View Mode and select Properties.
    4. Click the General tab.
    5. Clear the Visible check box. This control will not be displayed in Interactive Mode or View Mode, although it will continue to be displayed in Design Mode.

    To view the results, switch to Interactive Mode or View Mode.

    Creating and using custom colors: User Palette
    You can create custom colors in the Advanced Color Picker in the Color menus. The custom colors you create are saved to the User Palette at the bottom of the Advanced Color Picker, so you can share and re-use the new colors among different documents. This allows you to re-use the colors without having to look up the RGB codes of frequently used colors. For example, your company uses a particular shade of red for their logo. You can create the custom shade in one document, add it to the user palette, and then use it in other documents.

    Note: Your User Palette of custom colors is also available when you work with standard reports, since it is saved as a user preference in Web.

    The user palette holds up to eight colors, as "swatches" below the regular colors, as shown in the image below. If you add a ninth color, it replaces the first color added to the palette. The user palette does not display until you add a custom color.

    The user palette is displayed wherever you can select colors.

    • From the Fill Color, Line Color, and Text Color toolbar icons on the Formatting toolbar. An example of this is shown below.
    • From the Color option on the Color and Lines tab of the Format dialog box
    • From the Color option on the Font tab of the Format dialog box

    The user palette allows you to share custom colors among different documents. The last eight custom colors you have defined are displayed in the user palette.

    To save a custom color to the user palette:

    1. Open the document in Design Mode. To view the document in Design Mode, select Design from the View menu.
    2. Select a control and then open the color picker in any of the following ways:
      • Click the drop-down arrow next to the Fill Color, Line color, or Text Color toolbar icon on the Formatting toolbar.
      • Click the drop-down arrow next to the Color option on the Color and Lines tab of the Format dialog box.
      • Click the drop-down arrow next to the Color option on the Font tab of the Format dialog box.
    3. Click More Colors in the color picker. The Advanced Color Picker dialog box opens.
    4. Define the custom color:
      • Click the color matrix on the right or enter the hexadecimal codes for Hue, Saturation, and so on.
      • Click Apply. The color is added to the User Palette area of the dialog box.
      • Click OK. Depending on how you accessed the Advanced Color Picker dialog box, you may need to click OK again to return to the document. The color is added to the user palette.

    Creating a pop-up tooltip
    A tooltip is pop-up text that is displayed when a user positions the mouse over a control in MicroStrategy Web. You can use tooltips to provide extra information, such as the full company name in the tooltip of the company logo. Tooltips are also useful when a document has narrow columns that do not allow for full descriptions of the metrics. You can place that information in tooltips.

    Note: Tooltips are not displayed in the exported PDF version of a document.

    For example, in the grid report below, a tooltip is displayed when you pass your cursor over a bubble in the graph. In this case, the tooltip lets a document analyst know that he or she is looking at the data bubble for the Electronics category; it also lists the exact profit margin value for that category.

    You can create tooltips for the following types of controls:

    • Grid/Graphs, as shown in the image above.
    • Images
    • Lines
    • Panel stacks (all panels in the panel stack display the same tooltip)
    • Rectangle and rounded rectangles
    • Selectors
    • Text fields

    To create a pop-up tooltip:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select the control to be formatted.
    3. From the Format menu, select Properties. The Properties dialog box is displayed.
    4. In the General tab, type the pop-up text in the Tooltip field.
    5. Click OK to apply the changes to the control and return to the document.

    Enabling transition animations for controls in Flash Mode
    When controls such as Grid/Graphs and panel stacks are first displayed in Flash Mode, they may fade in as they are being displayed. These visual animations are transitions that you can enable in Grid/Graphs and panel stacks. For example, a Grid/Graph may fade into the screen once you select an item from a selector in the document.

    To enable a transition animation for a control in Flash Mode:

    1. Open the document and, from the View menu, view it in either Design Mode or Editable Mode.
    2. Right-click the control in which you want to enable a Flash Mode transition animation and select Properties. The Properties dialog box opens.
    3. Select the Flash tab.
    4. From the Selected Transition drop-down list, select a type of transition animation for the object. This is the type of transition animation that will be used for the object when you or other users switch to Flash Mode.
    5. From the Speed drop-down list, determine how quickly the transition animation takes place for the object.
    6. Switch to Flash Mode to view the transition animation for the selected object. To switch to Flash Mode, from the View menu, select Flash Mode.
    7. Click OK to apply the changes to the control and return to the document.

    Enabling conditional formatting
    Conditional formatting allows you to format specified controls in your document depending on predefined criteria. These criteria are attribute or metric qualifications. Conditional formatting allows certain properties of controls, including sections, to be controlled by data-driven conditions. This provides the flexibility to personalize documents based on the data returned by the dataset reports. Conditional formatting in documents is similar to thresholds in reports.

    To enable conditional formatting in a document:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. From the Format menu, select Document Properties. The Document Properties dialog box opens.
    3. Select the Other tab.
    4. Select the Show Conditional Formatting check box to enable the display of conditional formatting in your document. Clear the check box to disable the display of conditional formatting in your document.
    5. Click OK to apply the changes.

    Adding title bars to Grid/Graphs
    A title bar on a Grid/Graph allows users to better identify an object on the document, for example, a Grid/Graph focused on regional marketing efforts. In Editable Mode and Interactive Mode, users can minimize and maximize the Grid/Graph using the title bar.

    In Editable Mode, the title bar looks like the following. It is the bar at the very top of the Grid/Graph.

    In Editable Mode and Interactive Mode, you can resize the window containing the Grid/Graph using the icons on the right. The options are described below:

    • Normal: The Grid/Graph is shown at the height and width set for it.
    • Minimized: Only the title bar is shown. A user can move the Grid/Graph but cannot resize it.
    • Maximized: The size of the Grid/Graph is expanded to the current size of the section in which it is located.

    Title bars allow you to quickly achieve a dashboard look in your documents. If you include several Grid/Graphs with title bars in a document, you can create the feel of a portal. The Grid/Graphs can all be displayed, or a user can minimize the ones that are not relevant at the moment to focus on a particular Grid/Graph.

    A title bar:

    • Displays the title of the report by default, although you can replace it with your own text. This helps identify the object.
      Is displayed in all views for Web.
    • Allows Web users to minimize and maximize the Grid/Graph. This interactivity is available in Editable Mode and Interactive Mode.
    • Lets you determine the initial state of the window: normal, minimized, or maximized. The initial state, which is controlled by the Display state property, is used in all modes in Web.

    You can format the title bar independently of the container of the Grid/Graph; for details, examples, and procedures, see Formatting controls and parts of controls. The title bar in the sample above does not use the default formatting.

    To add a title bar to a Grid/Graph:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Right-click the Grid/Graph to select it and select Properties.
    3. Select the General tab.
    4. Select the Show title bar check box.
    5. By default, the name of the dataset report is displayed in the title bar. To display a different title, type the new text into the Title field.
    6. By default, the Grid/Graph is displayed at the height and width set for it; the Display State is set to Normal. To change it, select one of the following from the Display State drop-down list:
      • Minimized: Only the title bar is shown. A user can move the grid but cannot resize it.
      • Maximized: The size of the object is expanded to the current size of the section in which it is located.
    7. Click OK to apply the changes and close the dialog box.

    Formatting text fields
    When you add a new text field, its formatting is determined by the control defaults. However, you can change the formatting and appearance by using any of the following interfaces:

    • Format: Text Field dialog box: To access this dialog box, right-click the text field and select Format Control. The dialog box provides more advanced font, alignment, number format, border, and color options, including gradient colors, 3D borders, and drop shadows.
    • Properties dialog box: To access this dialog box, right-click the data field and select Properties. The dialog box provides general and layout properties, such as name, position, and size, that define the data field.
    • Formatting toolbar: Select the icons on the Formatting toolbar to access basic formatting options such as font, borders, and colors.
    • Right-click options for border, background fill, and font color.
    Formatting shapes: Lines and rectangles
    When you insert a line or a rectangle into a document, its formatting is determined by the control defaults. However, you can change the formatting and appearance by using any of the following interfaces.
    • For lines, use one of the following:
      • Properties dialog box: To access this dialog box, right-click the line and select Properties. The dialog box provides general and layout properties, such as name, position, and size, that define the line. For details about each option, see Properties dialog box.
        • Use the drop-down list on the Line tab to adjust the orientation of the line.
      • Format: Line dialog box: To access this dialog box, right-click the text field and select Format Control.
        • Add a drop shadow to the line by selecting the Effects tab and selecting the Enable drop shadow check box. Use the slider to adjust the thickness of the drop shadow.
        • Adjust the style, weight, and color of the line using the Line and Shape settings on the Color and Lines tab.

    • For rectangles, use one of the following:
      • Properties dialog box: Select Properties from the Format menu or right-click the rectangle and select Properties. For details about each option, see Properties dialog box.
      • Formatting toolbar: Click the Fill icon  on the toolbar and set the background color.
      • Format: Rectangle dialog box: Select Control from the Format menu (or right-click the rectangle and select Format Control).
        • From the Fill: Color drop-down list, specify a color in which to fill the rectangle by clicking the arrow on the color menu and selecting a color. Access additional colors by clicking the More Colors button. If desired, you can apply a color gradient, which is a combination of two colors, to the object. To do so, select the Gradients button. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then, select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
        • Adjust the style, weight, and color of the rectangle's lines using the Line and Shape settings. You can also determine if the rectangle appears lowered or elevated by selecting the appropriate option from the Effect drop-down list.
          Note: You cannot adjust the style, weight, and color of the lines of a rounded rectangle.
        • Add a drop shadow to the line by clicking the Effects tab and selecting the Enable drop shadow check box. Use the slider to adjust the thickness of the drop shadow.

    Formatting images
    When you insert an image into a document, its formatting is determined by the control defaults. However, you can change the formatting and appearance by using any of the following interfaces:

    • Formatting toolbar for easy access to border options
    • Properties dialog box for general and layout properties, such as name, position, size, and image source, that define the image
    • Format dialog box for border options, including 3D borders and drop shadows

    Formatting Grid/Graphs
    You can choose any autostyle from the list available on the Grid toolbar for the grid. Once chosen, this autostyle is applied to all the grids added to the document. If you have defined a custom autostyle on the Desktop, it is displayed in the available list as well.

    If you don't choose any of the autostyles, you can use the Format dialog box to modify the look and feel of the grid. However, this modified version cannot be saved as a Custom autostyle and is only applied to the selected grid but not to others.

    Formatting a grid

    To format a grid:

    1. Open the document and view it in either Editable Mode or Interactive Mode from the View menu.
    2. Select the Grid/Graph to format.
    3. From the Format menu, select Grid Cells. The Format dialog box is displayed.
    4. Define grid formatting properties in each tab. For these steps, see Formatting grid headers, values, and cells.
    5. Click OK to apply the formatting changes.

    Formatting a grid container

    You can also format a Grid/Graph's container, which is the object that holds the actual Grid/Graph. For example, you can apply and a border around an entire Grid/Graph or apply colors to parts of the grid that are not already filled in with colors.

    To format a grid container:

    1. Open the document and view it in either Editable Mode or Interactive Mode from the View menu.
    2. Select the Grid/Graph to format.
    3. From the Format menu, select Control. The Format dialog box is displayed.
    4. From the left-most object drop-down list, select Grid Container, if it is not already selected.
    5. Define formatting properties in the Color and Lines and Effects tabs to format the grid container. You can apply a border, specify a color for the entire container, and apply other effects as well.
    6. Click OK to apply the formatting changes.

    Formatting a graph

    To format a graph:

    1. Open the document and view it in Editable Mode the View menu.
    2. Select the graph to format.
    3. Select Graph from the Format menu. The Format dialog box opens.
    4. Define graph formatting properties in each tab. For these steps, see Formatting a graph report.
    5. Click OK to apply the formatting changes.

    Applying an Autostyle to a Grid/Graph in a document
    An Autostyle is a collection of formatting properties saved for various control types (text fields, lines, and so on). You can apply an Autostyle to a Grid/Graph to change its formatting or appearance. You can apply an Autostyle to any Grid/Graph in your document.

    To apply an Autostyle to a Grid/Graph in a document:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select a grid in the document.
    3. From the Autostyles drop-down list on the Grid toolbar, select an Autostyle. The formatting from the Autostyle is applied to the selected grid.
      Note: If the Grid toolbar is not displayed, from the View menu, select Toolbars, and then Grid.

    Assigning default Grid/Graph autostyles
    You can determine a default Autostyle for all of the grids that will be added to the document. Once you select a default Autostyle, all Grid/Graphs you insert into the document are formatted according to the default Autostyle.

    To assign a default autostyle to the grids within a document:

    1. Open the document and view it in Editable Mode from the View menu.
    2. From the Format menu, select Document Properties. The Document Properties dialog box opens.
    3. Select the Other tab.
    4. Select an autostyle from the Default Grid Autostyle drop-down list.
    5. Click OK to apply the changes.

    Formatting panels and panel stacks
    Panel stacks allow you to provide document analysts with several different perspectives into data, without having to show them all at the same time. A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    You can change the formatting and other properties for panels and panel stacks by using any of the following methods:

    • Format: Panel dialog box to set the border style of the panel stack and the background fill of the current panel at the same time. You can also set a gradient color, which is a gradual color change between two colors, for the current panel.
    • Properties dialog box for layout properties (such as name, position, and size) and properties specific to selectors such as action type and targets.
      • For panel stacks, these properties include position, size, and title bar information.
      • For panels, these properties include the name. All other properties are defined for the panel stack as a whole.
    • Formatting toolbar for easy access to:
      • Background fill for the current panel.
      • Line color for the current panel.
      • Borders of the panel stack.
    • Right-click options for alignment, sizing, and ordering options.

    The Formatting toolbar is the easiest to use, although it does not contain all of the available formatting options. The Format: Panels dialog box and Properties dialog boxes, together, provide all of the formatting options you will use to format panel stacks.

    Panel stack procedures

    Formatting all aspects of a panel stack and panels
    Panel stacks allow you to provide document analysts with several different perspectives into data, without having to show them all at the same time. A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    You can set the border style of the panel stack and the background fill of the current panel at the same time using the Format: Panel dialog box. You can also set a gradient color, which is a gradual color change between two colors, for the current panel.

    To format a panel stack using the Format: Panel dialog box:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. From the Format menu, select Control. The Format: Panel dialog box opens, with the Color and Lines tab displayed.
    3. From the first drop-down list at the top, select whether to format the entire Panel Stack (This formatting is displayed when any of the panels on the stack are transparent), or All Panels (This formatting is applied to every panel in the stack).
    4. If you selected Panel Stack, from the second drop-down list at the top, select whether to format the panel Title or Body.
    5. To use a solid color as the background:
    6. To shade the panel using gradients (which combine two colors):
      • In the Fill area, from the Color drop-down list, select Gradients. The Gradients dialog box is displayed.
      • In the Gradients dialog box, select a color from the Color 1 drop-down list, and another color from the Color 2 drop-down list.
      • Select one of the shading styles, which sets the direction of the shading between the two colors.
    7. In the Borders area, select a border style for the panel stack. For specific details about each option, see Format dialog box: Color and Lines tab.
    8. Click OK to apply the formatting changes to the document.

    Adjusting the position, size, titles, and tooltips of a panel stack
    Panel stacks allow you to provide document analysts with several different perspectives into data, without having to show them all at the same time. A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    You can adjust the position, size, titles, and tooltips of a panel stack in the Properties dialog box for each panel stack. Right-click a panel stack and select Properties to access the Properties dialog box. In the Properties dialog box, you can do the following:

    • Set the position, size, and title bar information for the panel stack.
    • Create a tooltip that appears when a user hovers over the panel stack with his or her cursor.

    To adjust the position, size, titles, and tooltips of a panel stack:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Right-click the panel stack to modify, and select Properties. The Properties dialog box opens.
    3. On the General tab, you can change the following properties:
      • Name is used to identify the panel stack. This name is what appears in the object selection drop-down list in the Formatting toolbar. It is not displayed to document analysts in Interactive Mode or View Mode.
      • Tooltip contains the pop-up text that is displayed when a user positions the mouse cursor over the panel stack in MicroStrategy Web.
      • Visible determines whether the panel stack and panels are visible when a user views the document. The control always remains visible in Design View, regardless of this setting.
      • Show title bar determines whether the title bar is displayed. A title bar helps to identify the object and provides a dashboard look to your documents; it can display either the title of the panel stack or the name of the current panel.
      • Title sets what is displayed in the title bar of the panel stack. From the Title drop-down list, select one of the following:
        Note: Title is available only if Show title bar is selected.
        • Current Panel Name: displays the name of the current panel, as set in the General tab.
        • Custom Title: allows you to type a title of your own in the Custom Title field below.

    Formatting a panel stack using the Formatting toolbar
    Panel stacks allow you to provide document analysts with several different perspectives into data, without having to show them all at the same time. A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    You can format the following parts of a panel stack and panels using the Formatting toolbar:

    • Fill color
    • Line color
    • Borders
    • Border and line style

    To format a panel stack using the Formatting toolbar:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the panel stack to format.
    3. If the Formatting toolbar is not displayed, enable it from the View menu by selecting Toolbars and then Formatting.
    4. From the second drop-down list on the left side of the Formatting toolbar, do one of the following:
      • Select Panel Stack to apply your formatting changes to only the panel stack. This formatting is displayed when any of the panels on the stack are transparent.
      • Select All Panels to apply your formatting changes to every panel in the panel stack.
    1. From the next drop-down list to the right, do one of the following:
      • Select Body to format only the body of the panel(s), but not titles.
      • Select Title to format the titles that appear on the panel(s). If you select Title, the Font and Font Size drop-down lists are displayed and bold, italic, and underline effects also become available.
    2. Make selections from the Fill Color, Line Color, Borders, and Border and Line Style drop-down lists to those aspects of the panel(s).

    Formatting the borders of a panel stack
    A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    You can quickly set the border style of a panel stack using either the Formatting toolbar or the Format: Panels dialog box. Instructions for both interfaces are included in the following procedure.

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. To use the Formatting toolbar:
      • Select the panel stack to format.
      • Click the arrow next to the Border icon on the toolbar and select the border style from the drop-down list.
    3. To use the Format: Panels dialog box:
      • Right-click the panel stack to format and select Format Control. The Format: Panels dialog box opens, with the Color and Lines tab displayed.
      • From the first drop-down list at the top, select whether to format the entire Panel Stack (This formatting is displayed when any of the panels on the stack are transparent), or All Panels (This formatting is applied to every panel in the stack).
      • From the second drop-down list at the top, select whether to format the panel titles, body, or neither. Adjust the border properties in the Borders area as necessary. For specific details about each option, see Format dialog box: Color and Lines tab.
    4. Click OK to apply the formatting changes.

    Formatting the background of a panel
    A panel stack consists of one or more panels, each of which holds a specific set of data that provides a particular perspective for analysts. For more information, see Adding panel stacks.

    To set the background color of a panel, you first select the appropriate panel, and use one of the following to format its background:

    • Formatting toolbar, to format:
      • Panel color
      • Background gradient color (or effect)
    • Format: Panels dialog box, to format:
      • Panel color
      • Background gradient color (or effect)
      • Panel title
      • Panel body
      • Determine whether to format all panels the same way or just one panel

    The procedure below shows you how to use both formatting methods.

    To format the background of a panel:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the panel stack and pass your cursor under its title bar. A toolbar of icons is displayed.
    3. Use the Previous Panel and Next Panel icons to select the panel you want to format.
    4. To use the Formatting toolbar:
      • Click the arrow to the right of the Fill Color icon .
      • Specify the background color. Select More Colors to access additional colors. Select Gradients to apply a color gradient, which is a combination of two colors, to the panel. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then, select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    5. To use the Format: Panels dialog box:
      • Right-click the panel stack to format and select Format Control. The Format: Panels dialog box opens, with the Color and Lines tab displayed.
      • From the first drop-down list at the top, select whether to format the entire Panel Stack or All Panels.
      • From the second drop-down list at the top, select whether to format the panel Titles, Body, or neither.
      • From the Color drop-down list in the Fill area, specify the background color. Select More Colors to access additional colors. Select Gradients to apply a color gradient, which is a combination of two colors, to the panel. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then, select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    6. Click OK to apply the formatting changes to the document.

    Adding title bars to panel stacks
    A title bar on a panel stack allows users to better identify a panel on the document, for example, a panel with a Grid/Graph focused on international shipment figures.

    For general information about title bars and how they are used in documents, see Adding title bars to Grid/Graphs. Note that the minimize and maximize icons are not displayed in the title bars for panel stacks, although they are displayed for Grid/Graphs. This means that you cannot minimize or maximize the display of a panel stack or panels using the title bar.

    To add a title bar to a panel stack:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the panel stack to modify.
    3. From the Format menu, select Properties. The Properties dialog box is displayed.
    4. Select the Show Title Bar check box.
    5. By default, the name of the current panel is displayed in the title bar. Therefore, Current Panel Name is selected in the Title drop-down list. To display the title of the panel stack instead:
      • From the Title drop-down list, select Custom Title. Type the text into the Custom Title field.
    6. Click OK to apply the changes and return to the document. The title bar is displayed above your panel stack.

    For instructions on changing a panel name, see Renaming a panel.

    Formatting selectors
    Selectors allow a user, in Interactive Mode and Editable Mode, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, or change dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, including examples and procedures to create them, see Providing interactivity to users: Adding selectors.

    As with any other control, when you insert a selector into a document, its formatting is determined by the control default. However, you can change any of the formatting options.

    The following list provides some useful formatting suggestions. For information on basic options such as formatting fonts and borders, see the online help.

    • Make the selector appear three-dimensional, like a button, with the 3D effect. For an example, see Applying a 3D effect.
    • Let the content behind the selector show through by setting the background to transparent. You can also allow a fill color to cover what is behind the selector by setting the background to opaque. For an example, see Applying a transparent background to objects.
    • “Float” the selector above the background by using a drop shadow. For an example, see Applying a drop shadow.
    • Create a gradual color change by blending two colors using gradient colors on the selector. For an example, see Using gradient colors.
    • Display pop-up text when a user positions the mouse over the control in MicroStrategy Web with a tooltip. The tooltip can provide extra information, such as an expanded description of the control. For an example, see Creating a pop-up tooltip.
    • Display a selector to other document designers in Design Mode while hiding it from users viewing the document in the exported PDF or in View Mode in MicroStrategy Web. To do this, you hide the control that contains the information by using the Visible property. For instance, you could prevent a user from changing panels in a panel stack by hiding the panel stack’s selector. For an example, see Hiding a control in Interactive Mode and View Mode.
    • Control the sizing behavior of the selector items with the Make all items the same width property, which can be set to proportional (the default) or fixed (same width for all items). The items are the buttons or check boxes, for example, of the selector. For an example, see Specifying proportional or fixed width for selector items.
    • Format the font of the text for the items in the selector, including style, size, and color.

    You can change the formatting and other properties for selectors by using any of the following methods:

    • Format: Selector dialog box for all formatting options, layout properties, and properties specific to selectors such as action type and targets.
    • Formatting toolbar for easy access to basic formatting options.
    • Properties dialog box for layout properties (such as name, position, and size) and properties specific to selectors such as action type and targets.
    • Right-click options for alignment, sizing, and ordering options.

    The Formatting toolbar is the easiest to use, but does not contain other formatting options available in the Format: Selector dialog box or Properties dialog box. For procedural information, see the following:

    Formatting a selector using the Format: Selector dialog box
    Selectors allow a user, in Interactive Mode and Editable Mode, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, or change dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, including examples and procedures to create them, see Providing interactivity to users: Adding selectors.

    You can adjust the fill and line colors, borders, fonts, and alignment of selectors using the Format: Selector dialog box.

    To format a selector using the Format: Selector dialog box:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the selector to be formatted.
    3. From the Format menu, select Control. The Format: Selector dialog box opens.
    4. Select from the following procedures depending on what you want to format:
    5. Click OK to accept the changes.

    Formatting a selector using the Properties dialog box
    Selectors allow a user, in Interactive Mode and Editable Mode, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, or change dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, including examples and procedures to create them, see Providing interactivity to users: Adding selectors.

    You can adjust layout properties (such as name, position, and size) and properties specific to selectors such as action type and targets using the Properties dialog box.

    To format a selector using the Properties dialog box:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the selector to be formatted.
    3. From the Format menu, select Properties. The Properties dialog box opens.
    4. On the General tab, you can name the selector, determine whether a tooltip appears when a cursor passes over it, determine whether the selector is a hyperlink, or place a title bar above the selector. For specific details about each option, see Properties dialog box: General tab.
    5. On the Layout tab, you can reposition and resize the selector. For specific details about each option, see Properties dialog box: Layout tab.
    6. The Selector tab contains properties specific to selectors such as action type and targets. Modifying these properties changes more than the format or style of the selector; it can actually change how the selector works. For information about setting the action type, source, and target of a selector, see Adding selectors. For more information on each option in the tab, see Properties dialog box: Selector tab.
    7. Click OK to apply the changes to the selector.

    Formatting a selector using the Formatting toolbar
    Selectors allow a user, in Interactive Mode and Editable Mode, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, or change dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, including examples and procedures to create them, see Providing interactivity to users: Adding selectors.

    You can quickly adjust the fill and line colors, borders, fonts, and alignment of selectors using the Formatting toolbar. For additional options related to these types of formatting, use the Format: Selector dialog box.

    To format a selector using the Formatting toolbar:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Select the selector to be formatted.
    3. If it is not displayed already, display the Formatting toolbar. To do so, from the View menu, select Toolbars and then Formatting. The Formatting toolbar presents common formatting functionality, including font, line, fill, alignment, and border options.
    4. Click the icons for the properties to change and select the new settings. The changes are applied to the selector.

    Formatting a selector using right-click options
    Selectors allow a user, in Interactive Mode and Editable Mode, to flip through the panels in a panel stack, display different elements or metrics in a Grid/Graph, or change dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, including examples and procedures to create them, see Providing interactivity to users: Adding selectors.

    You can quickly adjust alignment and sizing options for selectors using the right-click menu. You can also adjust order properties to determine whether a selector is placed behind or in front of other controls in the document.

    To format a selector using right-click options:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Right-click the selector to format and then select the desired formatting option from the following:
      • Align, which allows you to define how the selector is aligned within the document.
      • Size, which allows you to determine whether the selector is sized according to the alignment grid in the document.
      • Order, which allows you to determine whether the selector is placed behind or in front of other controls in the document. This option is only available if other controls are present in the document.

    Specifying proportional or fixed width for items in a selector
    You can control the sizing behavior of the selector items with the Make all items the same width property. The items are the buttons or check boxes, for example, of a selector.

    By default, items are sized proportionally, which means that the width of each item is proportional to the length of the text inside the item. This allows the complete text of each item to be displayed, with little wasted space. To use the same width for all the items, specify a fixed item size.
    In the example below, the width of the selector items (the links above the Grid/Graph) are sized proportionally—Northwest is longer than (All), for example. This is the default behavior.

    If the Make all items the same width property is selected, the width of each selector item is the same size as the others, as shown below. In this case, the (All) item has extra space, while Northwest is cut off, displaying as Northwe instead.

    To specify selector item width as fixed:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Right-click the selector to edit and select Properties.
    3. Select the Layout tab.
    4. Select the Make all items the same width check box.
    5. Click OK to apply the changes.

    Formatting the text of selector items
    You can format the font of the text for the items in the selector. (The items of a selector are the elements, metrics, or panels that are listed in the selector. The user selects an item to change the panel or Grid/Graph.) Font formatting options include style, size, and color. You can also align the text horizontally and vertically.

    To format the text of the selector items:

    1. Open the document and view it in Design Mode or Editable Mode from the View menu.
    2. Right-click the selector to modify and select Format Control. The Format dialog box opens.
    3. You can align the text vertically and horizontally within each button in the selector. Click the Alignment tab.
    4. Set the Horizontal alignment to Left, Right, or Center.
    5. Set the Vertical alignment to Top, Bottom, or Center.
      Note: Items can be aligned vertically in Flash Mode only.
    6. You can select the font name, script, and size, and whether the font is bolded, underlined,
      italicized, and whether to apply color or strike out the text.
    7. Click OK to apply the changes.

    Selector rendering in Flash Mode
    You can define how a selector displays in Flash Mode. This allows you to overwrite the rendering of the selector with a custom widget selector style that you created. For more information on creating the widget, see the MicroStrategy Developer Library (MSDL) provided with the MicroStrategy SDK. To apply the custom widget to a selector, follow the procedure below.

    Prerequisites

    This procedure assumes you have already created a custom widget with the MicroStrategy SDK and a selector.

    To specify a widget for a selector:

    1. Open the document in Design Mode or Editable Mode from the View menu by selecting Design or Editable Mode.
    2. Right-click the selector to edit and select Properties.
    3. Click the Flash tab.
    4. From the Selected Widget drop-down list, choose the widget that will be used to render the selector.
    5. Click OK to apply the changes.

    Formatting a Fish Eye Selector
    A Fish Eye Selector is an interactive style of selector that is displayed only in Flash Mode. It is a selector that magnifies items when you hover the cursor over them and hides any remaining items from view. For more information, see Defining a Selector.

    Refer to the table below for information on formatting different aspects of the selector, as well as how and where to format them. The formatting options you choose are applied to Flash Mode, since the selector is displayed in Flash Mode only. For information on formatting a DHTML style of selector using Editable Mode, see Formatting selectors.

    What to Format in the Selector How to Format It
    Determine whether the selector is displayed horizontally or vertically. In Editable Mode, right-click the widget and select Properties. Click the Selector tab. Select an option from the Orientation drop-down list. Click OK.
    Color of highlighted and selected items in the selector. In Flash Mode, right-click the widget and select Properties. Click the Colors tab. From the Highlight glow drop-down list, specify the color in which a highlighted item is displayed when you hover over it. From the Selected color drop-down list, specify the color in which a selected item is displayed. Click OK.
    Font type, color, and style of the items in the selector.

    Note: The size of the items is set dynamically.
    In Editable Mode, right-click the widget and select Format Control. Click the Font tab. Adjust the font as necessary. Click OK.
    Determine if the spacing, scale, and animation speed of the selector is automatically determined.

    In Flash Mode, right-click the widget and select Properties. Click the Advanced tab. Select or clear the Auto check box. If the Auto check box is selected, you cannot adjust the spacing, scale, and animation speed options. Click OK.

    Space between the items in the selector. In Flash Mode, right-click the widget and select Properties. Click the Advanced tab. Clear the Auto check box to ensure that you can adjust the Spacing option. Enter a number in the Spacing field. Click OK.
    The scale of the items, or how large or small the items in a selector can become.

    In Flash Mode, right-click the widget and select Properties. Click the Advanced tab. Clear the Auto check box to ensure that you can adjust the scaling.

    Enter a number in the Default scale field to specify the default size of the items in the selector. By default, items are sized so that they can all be displayed.

    Enter a number in the Max scale field to specify the maximum size that an item in the selector can become when you hover the cursor over it.
    Tip: It is recommended that you use a Max scale of 0.65 for selectors that contain around 20 items.

    Enter a number in the Scale radius field to specify how many items on the left and right of the item increase in size when you hover over an item in the selector. This number includes the selected item.

    Enter a number in the Scale slope field to specify the difference in size between a selected item and the items directly to the left and right of it.

    Click OK.

    Speed of the magnification effect for items in the selector.  In Flash Mode, right-click the widget and select Properties. Click the Advanced tab. Clear the Auto check box to ensure that you can adjust the Animation Speed option. Enter a number in the Animation speed field. Click OK.

    Formatting widgets
    Widgets are a type of Report Services control that present data in a visual and interactive way. You can think of widgets as interactive Flash-only graphs that dynamically update when you select a new set of data to view. For more information, see Adding widgets.

    You can format a variety of aspects of widgets, including fonts, colors, and data markers. A different set of formatting options is available for each type of widget. For example, you can format the type of cylinder that is displayed in a Cylinder widget or the color of the bubbles in an Interactive Bubble Graph widget.

    Prerequisites

    The widget must be added to the document. For more information, see Adding and defining widgets.

    To format a widget:

    1. Open the document and view it in Flash Mode by selecting Flash Mode from the View menu.
    2. Right-click the widget to format. For example, right-click the Gauge, Cylinder, Thermometer, or other type of widget on your document that you want to format.
    3. Select Properties. The Properties dialog box for the specific widget is displayed. For example, if you selected a Cylinder widget, the Cylinder Properties dialog box is displayed. A different set of formatting options is available for each type of widget. For information on the formatting options for each type of widget, see any of the following:

    Formatting a Gauge widget
    A Gauge widget is a simple status indicator that displays a needle that moves within a range of numbers displayed on its outside edges. For more information, see Understanding and working with widgets. By default, this widget automatically inherits some of the formatting contained in its widget template in Editable Mode. For example, the font colors and types applied to the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    Note: The number type of the metric values in the widget must be formatted from Graph view in MicroStrategy Desktop, with the report displayed as a Gauge graph.

    What to Format in the Widget How to Format It
    Font of the text that appears in the gauge In Editable Mode, view the widget template as a Gauge graph in Graph view. Then, format the Y1 axis using the Format: Graph dialog box.
    Numbers that appear at the left and right of the gauge (minimum and maximum)

    In Editable Mode, view the widget template in Graph view. Then, adjust the Y1 axis minimum and maximum values using the Format: Graph dialog box.

    Show or hide the value that the gauge needle is pointing to

    In Flash Mode, right-click the widget and select Properties. Select the Show Data Labels check box to show or hide the selected value in the middle of the Gauge widget. For example, if the gauge needle is at the $65,000 mark, "$65,000" is displayed in the middle of the gauge.

    Formatting a Cylinder widget
    A Cylinder widget is a simple status indicator that displays a vertical cylinder with fluid in it. For more information, see Understanding and working with widgets.
    By default, this widget automatically inherits some of the formatting applied to its widget template in Editable Mode. For example, the font colors and types contained in the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph-grid formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    Note: The number type of the metric values in the widget must be formatted from Graph view in MicroStrategy Desktop.

    What to Format in the Widget How to Format It
    Font and number type of the text that appears on the side of the cylinder

    In Editable Mode, do one of the following:

    • View the widget template in Graph view. Then, format the Y1 axis using the Format: Graph dialog box.
    • View the widget template in Grid view. Then, format the font and number type of the metric values.
    Colors and shading scheme of the cylinder In Flash Mode, right-click the widget and select Properties. From the Cylinder Type drop-down list, select a shading scheme for the cylinder.
    Color of the tick marks on the side of the cylinder In Flash Mode, right-click the widget and select Properties. From the Tick Color drop-down list, select a color for the tick marks.

    Numbers that appear at the bottom and top of the cylinder (minimum and maximum)

    In Flash Mode, right-click the widget and select Properties. In the Min Value and Max Value fields, enter the minimum and maximum values for the cylinder.

    Formatting a Thermometer widget
    A Thermometer widget is a simple status indicator that displays a thermometer set to a certain temperature level. For more information, see Understanding and working with widgets. By default, this widget automatically inherits some of the formatting contained in its widget template in Editable Mode. For example, the font colors and types applied to the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph-grid formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    Note: The number type of the metric values in the widget must be formatted from Graph view in MicroStrategy Desktop.

    What to Format in the Widget How to Format It
    Font and number type of the text that appears on the side of the thermometer

    In Editable Mode, do one of the following:

    • View the widget template in Graph view. Then, format the Y1 axis using the Format: Graph dialog box.
    • View the widget template in Grid view. Then, format the font and number type of the metric values.
    Colors and shading scheme of the thermometer In Flash Mode, right-click the widget and select Properties. From the Thermometer Type drop-down list, select a shading scheme for the thermometer.
    Color of the tick marks inside of the thermometer In Flash Mode, right-click the widget and select Properties. From the Tick Color drop-down list, select a color for the tick marks.
    Numbers that appear at the bottom and top of the thermometer (minimum and maximum)

    In Flash Mode, right-click the widget and select Properties. In the Min Value and Max Value fields, enter the minimum and maximum values for the thermometer.

    Formatting a Time Series Slider widget
    A Time Series Slider widget is an area graph that allows a document analyst to choose which section of the graph to view at a time. For more information, see Understanding and working with widgets.
    By default, this widget automatically inherits some of the formatting contained in its widget template in Editable Mode. For example, the font colors and types applied to the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    What to Format in the Widget How to Format It
    Font of the text that appears in the graph In Editable Mode, view the widget template in Graph view. Then, format the axes using the Format: Graph dialog box.
    Color of the area graph series in the widget In Editable Mode, view the widget template in Graph view. Then, format the series colors using the Format: Graph dialog box.
    Display a graph legend In Editable Mode, view the widget template in Graph view. Then, enable the legend using the Format: Graph dialog box. In Flash Mode, you can drag and drop the legend as necessary.
    Maintain height of Y-axis

    In Flash Mode, right-click the widget and select Properties. Select or clear the Enable fixed y-axis check box.

    • If selected, the Y-axis of the primary graph remains at a fixed height, regardless of the data or any changes to the data.
    • If this check box is cleared, the Y-axis resizes based on the data that is displayed.
    The colors that appear on the graph controller at the top half of the widget In Flash Mode, right-click the widget and select Properties. Select from the following options:
    • Base color: Determine the color of the third color bar from the top of the graph controller.
    • Sheen colors: Determine the colors of the top two color bars at the top of the graph controller. In the first Sheen color drop-down list, select a color for the top row. In the second Sheen color drop-down list, select a color for the second color bar.
    • Gradient colors: Determine the gradient colors that are displayed in the graph controller at the top of the widget. These colors are not applied directly to the primary graph (below the graph controller.)
    View only a subset of the dataset on the graph

    In Flash Mode, right-click the widget and select Properties. Select or clear the Enable Data Sampling check box.

    If selected, an equally-dispersed set of X-axis values are displayed on the graph to give you an overall impression about the graph's values. Enable this property only if you are working with datasets in which removing data points will not affect the overall meaning of the graph.

    To determine the number of points that are displayed, enter a number in the Data Sampling Maximum Window Size field. If more points than the maximum are displayed, this property is used to limit the size of the graph.

    Formatting an Interactive Bubble Graph widget
    An Interactive Bubble Graph widget is a conventional bubble plot that allows you to visualize the trends of three different metrics for a set of attribute elements. For more information, see Understanding and working with widgets. By default, this widget automatically inherits some of the formatting contained in its widget template in Editable Mode. For example, the font colors and types applied to the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    What to Format in the Widget How to Format It
    Font of the text that appears in the graph In Editable Mode, view the widget template in Graph view. Then, format the axes using the Format: Graph dialog box.
    Color of the bubbles in the graph In Editable Mode, view the widget template in Graph view as a Bubble graph. Then, format each bubble's series colors using the Format: Graph dialog box.
    Drilling capability when a bubble is clicked

    In Flash Mode, right-click the widget and select Properties. Click the Drilling tab. Select or clear the Enable drilling check box.

    If selected, a user can click on a bubble in the chart to drill down on that bubble's data. This presents a drilled-to (child) bubble with related data. However, selecting this check box alone does not enable drilling. You must select this check box and place one additional attribute (a second attribute) to the right of the attribute in the rows. For more information about this specific requirement, see Defining an Interactive Bubble Graph widget.

    To determine whether a line appears between a drilled bubble and its corresponding drilled-to (child) bubble, select or clear the Connect bubbles when drilling check box. The line allows you to better visualize which bubbles contain related information.

    Determine whether the graph legend can be moved. In Flash Mode, right-click the widget and select Properties. Click the General tab. Select or clear the Display legend outside of graph check box.
    Size of bubbles, in reference to parent bubbles.

    In Flash Mode, right-click the widget and select Properties. Click the General tab. Select or clear the Use width (vs. area) to size the bubbles check box.

    Select this check box to ensure that the sum of the diameters of the drilled-to (child) bubbles add up to the diameter of the parent bubble. If this check box is cleared, the area of the child bubbles add up to the area of the parent bubble.

    You can also specify a maximum bubble size in the Maximum bubble radius size field.

    Enable or disable time series animation In Flash Mode, right-click the widget and select Properties. Click the Time Analysis tab. Select or clear the Enable time series analysis check box.

    If selected, an animation bar with a Go button is displayed; it is used to control the time series animation. However, selecting this check box alone does not enable time series animation. You must select this check box and place a third attribute on the widget template's rows. For more information about this specific requirement, see Defining an Interactive Bubble Graph widget.

    To determine if the time series animation control bar is automatically hidden from view, select or clear the Auto-Hide time controls check box.
    Color, opacity, and size of time series animation control

    In Flash Mode, right-click the widget and select Properties. Click the Time Analysis tab. Select or clear the Enable time series analysis check box.

    Specify colors from the Control background color, Control background opacity, Button background colors, and Control highlight color drop-down menus.

    From the Control size drop-down list, specify the size of the time series animation control.

    Formatting an Interactive Stacked Graph widget
    An Interactive Stacked Graph widget is a combination of a check box list and area graph. For more information, see Understanding and working with widgets. By default, this widget automatically inherits some of the formatting applied to its widget template in Editable Mode. For example, the font colors and types contained in the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    What to Format in the Widget How to Format It
    Font of the text that appears in the graph In Editable Mode, view the widget template in Graph view. Then, format the axes using the Format: Graph dialog box.
    Color of the check boxes on the left side of the graph

    In Editable Mode, view the widget template in Graph view as a Bar graph. Then, format each bar's series colors using the Format: Graph dialog box.

    Color of the area graph's series In Flash Mode, right-click the widget and select Properties. From the Aggregate area series color drop-down menu, select a color for the series.
    Color of the line that appears between different series

    In Flash Mode, right-click the widget and select Properties. From the Series line color drop-down menu, select a color for the line that appears between different series when more than one attribute is selected from the checklist on the left.

    Formatting a Heat Map widget
    A Heat Map widget is a combination of colored rectangles, each representing an attribute element, that allow you to quickly grasp the state and impact of a large number of variables at once. For more information, see Understanding and working with widgets. By default, this widget automatically inherits some of the formatting contained in its widget template in Editable Mode. For example, the font colors and types applied to the widget’s template in Editable Mode can also be displayed in the widget in Flash Mode. If you do not want to apply formatting from Editable Mode to Flash Mode, clear the Inherit graph formatting check box in the Properties dialog box in Flash Mode. You can adjust other aspects of the widget from Flash Mode.

    Refer to the table below for information on formatting different aspects of the widget, as well as how and where to format them.

    Note: You cannot format the font of the text displayed in the widget.

    What to Format in the Widget How to Format It

    Number type of the values that appear when hovering over each rectangle

     

    In Editable Mode, view the widget template in Grid view. Then, format the number type of the corresponding metric's values.
    Display a legend for the heat map In Flash Mode, right-click the widget and select Properties. Click the Display tab. Select the Show Legend check box.
    Show or hide the task pane at the top of the widget In Flash Mode, right-click the widget and select Properties. Click the Display tab. Select or clear the Show Task Pane check box.
    Determine how the range of colors is applied in the widget

    In Flash Mode, right-click the widget and select Properties. Click the Display tab.

    • Select the Coloring Centered at Zero check box to ensure that zero is used as the midpoint between the second metric's maximum and minimum values.
    • Clear the Coloring Centered at Zero check box to use the default shading pattern in which the average of the second metric's maximum and minimum values is used as the midpoint.
    Labels displayed in each rectangle

    In Flash Mode, right-click the widget and select Properties. Click the Display tab. From the Show Labels drop-down list, select one of the following options:

    • On: Labels are displayed in the rectangles.
    • Off: Labels are not displayed in the rectangles.
    • Proportional: Labels are displayed in the rectangles, with the size of each label reflecting the size of the rectangle. Rectangles that reflect positive values will be displayed with larger labels than rectangles that reflect negative values.
    Colors displayed for the minimum and maximum value performance rectangles In Flash Mode, right-click the widget and select Properties. Click the Format tab. From the Minimum Color and Maximum Color drop-down menus, select a color for the series.

    These colors are applied to the minimum and maximum value performance rectangles, which represent the second metric on the widget template.
    Color of the borders and headers  In Flash Mode, right-click the widget and select Properties. Click the Format tab. From the Border Color and Header Color drop-down menus, select a color for the borders and headers, respectively.

    Formatting sections
    Perform the steps below to format sections of a document.

    To the background color of a section:

    1. Open the document to be formatted.
    2. Select a section by clicking in a blank area.
    3. Click the Fill icon  on the toolbar and then select a color.
    To change the size of a section:
    1. Open the document to be formatted.
    2. Right-click a blank area of a section and select Properties.
    3. Define the Height of the section in inches or centimeters, depending on the Preferences setting.
    4. Define the following for section headers/footers only:
      • Can shrink: determines whether the section height can shrink to fit its contents. It applies to Interactive, Editable, and Flash Mode, and the PDF export.
      • Can grow: determines whether the section height can expand to fit its contents. It applies to Interactive, Editable, and Flash Mode, and the PDF export.
      • Maximum height: sets the maximum height for the section. Zero (0) indicates there is no height limit.

    Formatting controls using control defaults
    A control default stores the default formatting properties for its control type. Control types include the following:

    • text fields (includes attributes and metrics, which become text fields when dragged onto documents)
    • images
    • lines
    • rectangles
    • sections
    • Grid/Graphs
    • panel stacks
    • selectors
    Note: Control default for sections is only used when creating new grouping header and footer sections. It is not used when additional sections are added, because these sections will inherit the formatting of the "parent" section, such as border, line, color and so on.

    Once you set a control default, any new controls you create in the document inherit the same format. For example, if you drag a metric from Dataset Objects onto the document, after the control default for text fields has been set, the new metric is automatically formatted like the control default.

    You can also apply the control default to existing controls. This is helpful when you created a number of controls of the same type, format one as desired, and want to apply the same formatting to the existing controls, as well as any new ones you create. You can also use copy and paste formatting to copy formatting between existing objects.

    Applying the control default
    To apply the control default:
    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Right-click the control and select Apply Control Default. The control is formatted like the control default of the same control type.

      Note: If you are applying the control default to a grid, select Apply Control Default from the Format menu.
    Setting the control default
    To set the control default:
    1. Open a document.
    2. Format a control with the desired defaults. For information on formatting different types of controls, see the following topics:
    3. Right-click the control and select Set Control Default.

    When you add a new control of the same type, it is formatted like this control.

    Formatting document borders and backgrounds
    To format document borders and backgrounds:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select Document Properties from the Format menu. The Document Properties dialog box opens.
    3. On the Colors and Lines tab, select the Fill color for the background of the entire document, using the drop-down list.
    4. For Borders, select one of the following options:
      • None: There are no borders for the document.
      • All: There are borders for all sections of the document.
      • Custom: You can add, remove, and customize borders using the drop-down lists.
    5. You can define Line and Shape Settings by setting Style, Color, and Weight to specific sections of the document. The line style and color are only applied to the border sections you selected from the Borders area.
    6. Click OK to apply your changes to the document.

    Note: In View Mode, borders are placed around the Layout area only (excluding Toolbars, Dataset Objects, and so on).

    Copying and pasting formatting
    You can copy and paste formatting between objects in a document, similar to other Windows programs. Once you have formatted a control in a particular way, you can paste that formatting to other controls of the same type. That is, you cannot paste a rectangle's formatting onto a text field, because the two types do not have the same formatting properties.

    To copy and paste formatting:

    1. Open the document and view it in either Design Mode or Editable Mode from the View menu.
    2. Select the control with the desired formatting and click the Copy icon  on the Standard toolbar.
    3. Select the control(s) to copy the format to.
    4. Right-click the selected control(s) and choose Paste Formatting.

    Format dialog box
    Use the Format dialog box to format the font, alignment, number format, border, and color options of a control. You can set the font color and background fill. You can use gradient colors (a two-color combination) for the background. You can choose whether to display the text field with 3D effects, as either a raised or lowered button, and with a drop shadow, which "floats" the text field above the background.

    Note: The name of the Format dialog box changes depending on the object you are formatting. For example, if you select a panel stack and select Control from the Format menu, the Format: Panel dialog box opens. However, when you choose a selector and select Control from the Format menu, the Format: Selector dialog box opens.

    To format controls using the Format dialog box:

    1. Open the document to be formatted.
    2. Select the control to format.
    3. From the Format menu, select Control. The Format: name of object/control dialog opens.

    The Format dialog box provides a variety of formatting options on the following tabs:

    Note: The Font, Number, and Alignment tabs are only enabled for text fields. You can configure settings for lines, rectangles, and images using the Color and Lines tab. 

    Format dialog box: Font tab
    You can format the text that appears in text fields using the Font tab of the Format dialog box.

    For information about the Format dialog box, see the Format dialog box.

    • Font: Select any font that is installed and available on your machine. When you select a font name from the list, the font is applied to the currently selected control.
    • Style: Apply italic and bold effects to the control.
    • Size: Select any font size that is installed and available on your machine. Choices in this list vary depending on the selected font type. When you choose a font size, it is applied to the currently selected control.
    • Effects: Apply an underline or strikeout effects to the control.
    • Color: Specify a color in which to fill the selected control by clicking the arrow on the color menu and selecting a color.
      • Access additional colors by clicking the More Colors button.
      • Apply a color gradient, which is a combination of two colors, to the object. To do so, select the Gradients button. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    • Sample: A sample of how the text looks when various text-formatting options are selected.

    Format dialog box: Number tab
    The Number tab of the Format dialog box allows you to specify a number format when you are formatting a text field.

    For information about the Format dialog box, see the Format dialog box.

    Note: The Number tab is only enabled for text fields.   

    Select a format for your data values. For example, you can choose Percentage or Currency. When you select an option for some categories such as Fraction, an example of the number category and additional options are displayed on the right. For example, you can choose to display numbers as currency and also determine the number of decimal places for the values.

    You can also define your own custom number format if none of the existing formats meet your needs. To do so, perform the following steps:

      1. Select Custom in the Category list.
      2. Enter the number formatting symbols, such as 123,456.789.
        Note: Once you create a custom format, you can use it in other metrics as well. Click Custom in the Category list and select the format from the Custom drop-down list.

    Notes:

    • If you select Date as your category, you need to choose which date Type to use, such as 4/12/07, April 12, 2007, 4/7/2007, and so on.
    • If you select Fixed as the category, you can determine the number of decimal places to be displayed, whether you want numbers to be separated every three decimal places, and whether negative numbers are allowed.

    Format dialog box: Alignment tab
    You can specify how the text within the text field is aligned using the Alignment tab of the Format dialog box.

    For information about the Format dialog box, see the Format dialog box.

    Note: The Alignment tab is enabled when you are formatting text fields, Grid/Graphs, and panel stacks.

    • Text Alignment
      • Horizontal: Change the horizontal alignment of text within the text field. Select left, center, right, or justified alignment.
      • Vertical: Change the vertical alignment of text within the text field. Select left, center, right, or justified alignment. This applies only to Flash Mode.
    • Text Control
      • Wrap text: Determine whether or not text is wrapped within the text field.

    Format dialog box: Color and Lines tab
    You can format the color and borders of your control using the Color and Lines tab of the Format dialog box.

    For information about the Format dialog box, see the Format dialog box.

    • Fill: Specify the following to determine how the control is formatted.
      Note: If DHTML is disabled, you cannot create custom colors in the color picker or apply gradients.
      • Color: Specify a color with which to fill the selected object by clicking the arrow on the color menu and selecting a color.
        • Access additional colors by clicking the More Colors button.
        • Apply a color gradient, which is a combination of two colors, to the object. To do so, select the Gradients button. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    • Borders: Select the type of border to draw around the control.
      • None: No borders appear around the selected object. This is the default setting.
      • All: Borders surround the selected object on all sides. After selecting this option, from the drop-down list, select a line style for the border and, from the color picker, a color.
      • Custom: Determine whether the left, right, top, and bottom borders are displayed, and if so, the type of line and color used for each border.
    • Line and Shape Settings:
      • Style: Specify whether the line is solid, dashed, or displayed in another style.
      • Color: Specify the color of the line.
      • Weight: Specify the thickness of the line.

    Format dialog box: Effects tab
    You can apply a 3D border around a control and also enable a drop shadow effect using the Effects tab of the Format dialog box.

    For information about the Format dialog box, see the Format dialog box.

    • 3D Borders
      • Enable 3D Borders: Add a three-dimensional border around the selected control.
        • Effect: Determine whether the 3D borders appear elevated or lowered.
        • Weight: Determine the extent to which the 3D effect is applied to the borders. Enter larger numbers to apply a more visible 3D effect to the object's borders.
    • Drop shadows
      • Enable Drop Shadows: Determine whether or not a drop shadow effect is applied to the control. Use the slider to determine the depth of the drop shadow or, in other words, the extent to which it is displayed behind the control.
    • Corners (Flash Only): Determine how rounded corners are displayed for rounded rectangles and panel stacks in Flash Mode. You can define the radius and select whether rounded corners are displayed for the top corners or all four corners.
      • Use Rounded Corners: Available only for panel stacks. Determine whether rounded or square corners are displayed in Flash Mode.
      • Distance: Use the slider to determine the extent to which a clear rounded corner is displayed in Flash Mode. To emphasize the rounded corners, move the slider further to the right.
      • Top Corners Only: Determine if the top corners of the object are the only corners that are rounded.

    Properties dialog box
    The Properties dialog box allows you to define the properties of the control or section selected in the Layout area. Properties can include name, position, size, and hyperlinks, and are specific to the control selected.

    To access the Properties dialog box, select the control to be formatted and then choose Properties from the Format menu. You can also right-click the control and select Properties. The tabs and properties displayed depend on the type of control or section selected.

    The Properties dialog box contains the following tabs:

    The settings within the Properties dialog box change depending on the object you select in a document.

    Properties dialog box: General tab
    On the General tab, you can change the following properties for a control.

    For information about the Properties dialog box, see the Properties dialog box.

    The General properties include the following:

    • Name: Identifies the control. You cannot change the name of sections.
    • Type: Cannot be changed; it is automatically set when the control is created.
    • Tooltip: Contains the pop-up text that is displayed when you or another user positions the cursor over this control. This property is not available for sections.
    • Visible: Determines whether the control is visible when a user views the document.
      • Visible in Web View mode: Determine if the control is visible to users working in View Mode. If this check box is selected, the control is displayed in every mode in Web, including View Mode. If this check box is cleared, the control is visible in Design Mode only, and hidden in all other modes. By default, the check box is selected.
        Note: This property is available only for the Document Header/Footer and Page Header/Footer sections, and only if the Visible property above it is selected, above.
    • Is Hyperlink: specifies whether the text field is a hyperlink. If this check box is selected, the destination of the hyperlink must be provided in the Hyperlink field. Only text fields and images can be hyperlinks.
      • Hyperlink: Is available only when the Is hyperlink check box above it is selected. This is the destination of the hyperlink.
      • Open in new window: Available only when the Is hyperlink check box is selected. This specifies whether the hyperlink opens in the same window as the current document or in a new window. By default, it opens in a new window. This setting affects View Mode only.
    • Portal Window
      • Show title bar: Displays a title bar which helps to identify the object and provide a dashboard look to your documents. The title bar is available for panel stacks and Grid/Graphs only.
      • Title: Displays in the title bar.
        • For a Grid/Graph, if this field is left blank, the title of the report is used.
        • For a panel stack, this title is displayed only if Show title bar is selected. From the Title drop-down list, you can choose one of the following:
          • Current Panel Name: displays the name of the current panel, as set in the Name field in the General tab.
          • Custom Title: allows you to type a title of your own in the Custom Title field below.
      • Display State: Determines how the window is initially displayed: at its normal size, minimized, or maximized. The Display State property is available for Grid/Graphs only.

    Properties dialog box: Layout tab
    On the Layout tab, you can change the following properties.

    For information about the Properties dialog box, see the Properties dialog box.

    The Layout properties include the following:

    • Position
      • Left: Determine the distance between the left edge of the object and the left border of the section.
      • Top: Determine the distance between the top edge of the object and the top of the section.
    • Size
      Note: Some settings may not be visible or enabled depending on the object you select.
      • Width: Determine whether the object's width is dynamic, which means it can be adjusted automatically to better fit the entire document. This option is not available for sections or panel stacks. The Width modes are:
        • Fixed at: The objects's width does not change from the size you specify.
        • 100%: Sets the object's width to the width of the section. This is used for lines and rectangles only.
      • Height: Determines whether the object's height is dynamic, which means it can be adjusted automatically to better fit the entire document. This option is not available for sections or panel stacks. The Height modes are:
        • Fixed at: The object's height does not change from the size you specify.
        • 100%: Sets the object's height to the height of the section. This is used for lines and rectangles only.
        • Fit to contents: The object's height expands to the height of the contents. This is used for text fields, Grid/Graphs displayed as grids, and selectors. This mode is ignored in Design Mode.
      • Lock Aspect Ratio: Determine whether the image maintains its aspect ratio or not when the object is resized with the keyboard or with the corner handles. Even if this check box is selected, using the side handles does not maintain the aspect ratio. If the aspect ratio is currently not maintained, and you enable this feature, the dimensions of the object do not change. The changes only take effect the next time the object is resized. By default, this check box is selected.
      • Title Height: For any titles that are displayed above the selected object, determine how high up the title is displayed.
      • Length: Determine whether the line's length is dynamic, which means it can be adjusted automatically to better fit the entire document. This setting is only displayed if a line is selected.
        • Fixed at: The length does not change from the set size.
        • 100%: The length expands or contracts to the object's default size.
    • Item Size: The following property is available only for selectors.
      • Make all items the same width: Controls the sizing behavior of the selector items (for example, buttons). By default, this check box is cleared, which means that the width of each item is proportional to the length of the text inside the item. Select the check box to use the same width for all the items.

    For grids, the following additional options are available:

    • Grid
      • View: Determine the mode in which the grid is displayed once the document is executed. You can select either Grid, Graph, or Grid and Graph view.
      • Grid Overflow (HTML): Determine the behavior of the grid if it overflows beyond the boundaries of the document. Select Scroll to provide a scroll bar to make it easy for analysts to view grid data that appears beyond a document's borders. This setting applies only if the document in View Mode is displayed in HTML, which is the default. A project administrator can specify a document's execution mode.
      • Grid Overflow (PDF & Excel): Determine the behavior of the grid if it overflows beyond the boundaries of the document. Select Scroll to provide a scroll bar to make it easy for analysts to view grid data that appears beyond a document's borders. This setting applies only if the document in View Mode is displayed in PDF or is exported to PDF or Excel. By default, documents in View Mode are displayed in HTML. A project administrator can specify a document's execution mode.
      • Quick switch: Determines whether a user can switch between viewing the grid or the graph by clicking a button in Editable, Interactive, or View Mode. This option is displayed only when View mode is set to Grid or to Graph. For more information, see Quick Switch for Grid/Graphs in documents.
      • Data source: Determine the report that is used to populate the selected grid.

    For section headers/footers, the following additional options are available:

    • Size
      • Height: Determine the exact height of the section header/footer.
      • Can grow: Determine whether the section height can expand to fit its contents.
      • Can shrink: Determine whether the section height can shrink to fits its contents.
      • Maximum height: Determine the maximum height for the section. Zero (0) indicates there is no height limit.
      • Hide if empty: Determine whether the section is displayed if it has no content, regardless of how the Can Shrink property is set. By default, this check box is selected.

    The following Page Break settings are used for document, group, and detail headers/footers only. They are used in Design Mode only.

    • Page Break
      • Keep together: Specifies whether a page break is allowed within the section. By default, the check box is cleared, meaning that as much of the section as possible is printed on the current page, with the remainder on the following pages. If the property is selected and the entire section does not fit on the page, the section starts on the top of the next page and continues on subsequent pages.
      • Repeat on each page: Specifies whether the entire contents of the header are repeated on the next page/column when the section spans multiple pages. This is used for section headers only.
      • Repeat horizontally: Specifies whether the entire contents of the selected section are repeated on the next horizontal page when the section spans multiple pages. This is used for section headers only.
    • Force new page: Specifies whether a page break is inserted. The options are:
      • None: No page break is inserted.
      • Before section: The current section is always printed at the top of a new page.
      • After section: The section immediately following the current section is printed at the top of a new page.
      • Before and after section: The current section is printed at the top of a new page and the next section is printed at the top of a new page.

    Properties dialog box: Image tab
    On the Image tab, you can change the following properties of any image you select in Design, Interactive, or Editable Mode. The Image tab is only displayed if an image is selected.

    For information about the Properties dialog box, see the Properties dialog box.

    The Image properties include the following:

    • Source: Identifies the directory in which the image exists on the Web server.

    Properties dialog box: Grid tab
    On the Grid tab, you can change the following properties of any grid you select in Design, Interactive, or Editable Mode. The Grid tab is only displayed if a grid is selected.

    For information about the Properties dialog box, see the Properties dialog box.

    The Grid properties include the following:

    • Headers
      • Rows
        • Show: The row headers of the grid are visible in the document.
        • Merge: The row headers of the grid are merged into one another.
        • Lock: You cannot realign or shift the row headers of the grid once the document is executed.
      • Columns
        • Show: The column headers of the grid are visible in the document.
        • Merge: The columns headers of the grid are merged into one another.
        • Lock: You cannot realign or shift the column headers of the grid once the document is executed.
    • View
      • Outline: Toggle outline mode on or off in the selected grid.
      • Show Banding: Determine whether banding is visible on the selected grid once the document is executed.
      • Show attribute form names: Specify whether attribute form names appear on the selected grid once the document is executed. An attribute form is one of several columns associated with an attribute that are different aspects of the same thing. ID, Name, Last Name, Long Description, and Abbreviation could all be forms of the attribute Customer.
      • Show thresholds: Toggle thresholds on or off in the selected grid. This option is available only if thresholds exist in the selected grid.

    Properties dialog box: Line tab
    On the Line tab, you can change the following properties of any line in Design, Interactive, or Editable Mode. The Line tab is only displayed if a line is selected.

    For information about the Properties dialog box, see the Properties dialog box.

    • Orientation: Determines whether the selected line is displayed horizontally or vertically.

    Properties dialog box: Selector tab
    On the Selector tab, you can change the following properties of any selector in Design or Editable Mode. Selectors allow users, in Interactive Mode, to flip through the panels in a panel stack or display different metrics or attribute, custom group, or consolidation elements in a Grid/Graph. The Selector tab is only displayed if a selector is selected in the document.

    The Selector properties include the following:

    • Action Type: Defines the type of selector. The types are described below:
      • Select Element: When the document is displayed, the selector will display a list of the elements from the attribute, custom group, or consolidation selected in the Source field (below).
      • Select Metric: When the document is displayed, the selector will display a list of the metrics available in the Grid/Graphs selected as the Target (below).
        Note: Metrics in text fields within the target are not listed. For example, a panel stack is selected as a Target and contains a metric in a text field. That metric is not displayed in the Select Metric list.
      • Select Panel: When the document is displayed in Web, the selector will display a list of the panels available in the panel stack selected as the Target (below).
        Note: If the Action Type is set to Select Panel, the Checkboxes style is unavailable, since you cannot display multiple panels simultaneously.
    • Source: Lists all of the attributes in all of the datasets in the document. The selector displays the attribute, custom group, or consolidation elements of the attribute selected as the Source. Available only if Action Type (above) is set to Select Elements.
    • DHTML Style: Determines how the selector is displayed in Editable, Interactive, and View Mode. Some of the options are listed below. For more information and an example of each one, see Defining a selector.
      • Drop-down
      • Slider
      • Listbox
      • Button Bar
      • Radio Buttons
      • Link Bar
      • Check Boxes
    • Flash Style: Determines how the selector is displayed in Flash Mode, if it is an interactive Flash-only selector such as a Fish Eye Selector.
    • Orientation: Determines whether the selector is displayed horizontally (on a single line from left to right) or vertically (in a single column). This is available for Slider, Radio Buttons, Checkboxes, and Buttons.
    • Change Selection on Mouse Over: Determine how an item in a selector is chosen in Flash Mode. If this check box is selected, the item is chosen when a user clicks the item; while hovering the cursor over the item, a preview is displayed. If this check box is cleared, the item is selected when a user clicks the item.
    • Show option for All: Determines whether the selector shows the All option, which displays all the attribute, custom group, or consolidation elements or metrics in the Target. By default, this check box is selected.
      • Alias: Replaces the All option in the selector with the entered text. If no text is entered, (All) is displayed. Available only if Show option for All is selected.
    • Allow multiple selections: Determines whether the user can choose multiple options in the selector. The defaults are listed below.
      • For the Slider, Listbox, Links, and Buttons styles, the Multiselect check box is cleared. You can select the check box to allow multiple selections.
      • For Checkboxes, the option is enabled. You cannot change the setting.
      • For Drop-down and Radio Buttons styles, this check box is unavailable and the option is disabled, since those styles do not support multiple selections. You cannot change the setting.
    • Allow selector to be updated by other selectors: Determines whether the element displayed in the selector changes if an element is chosen in another selector. The selector that you want to be automatically updated must be on a panel. The selector that will update the first selector must target the panel stack.
    • Available Targets: Lists the Grid/Graphs and panel stacks on the document. Select the targets and click > to add them to the Selected Targets list. The target of a selector is the object that changes its display based on the user's input. The object type(s) listed depend on the selected Action Type, as described below:
      • If the Action Type (above) is set to Select Metric or Select Element, the available targets are all Grid/Graphs and panel stacks.
      • If the Action Type (above) is set to Select Panel, the available targets are all panel stacks.
    • Selected Targets: Lists the targets of the selector.

    Properties dialog box: Flash tab
    On the Flash tab, you can change the following properties of Grid/Graphs, widgets, and panel stacks in Design or Editable Mode. For details about Flash Mode, see Working with documents in Flash Mode.
    The properties are applied only when the document is viewed in Flash Mode.

    The Flash tab is only displayed if Flash Mode is enabled in the document and you select a Grid/Graph, widget, or panel stack.

    The Flash properties include the following:

    • Widget: The properties in this area of the dialog box are available only for Grid/Graphs.
      • Selected Widget: Determine if the Grid/Graph can turn into a widget when it is viewed in Flash Mode. For example, if you have a Grid/Graph and want to turn it into a heat map widget, from this drop-down list, select Heat Map Widget. The Grid/Graph is turned into a Heat Map Widget when it is viewed in Flash Mode. Recall that there are specific data requirements for each type of widget, as described in Data requirements for widgets: Quick Reference Table. Select None to toggle the widget off.
        • If you right-click a selector instead of a Grid/Graph, you can overwrite the rendering of the selector with a custom widget selector style that you created. From the Selected Widget drop-down list, choose the widget to use to render the selector. For more information, see the MicroStrategy SDK.
      • Non-Flash Rendering: Determine what is displayed in Interactive Mode, View Mode, PDF, and Excel instead of the widget, since widgets can be displayed only in Flash Mode.
        • To display the underlying Grid/Graph instead of the widget in Interactive Mode, View Mode, PDF, and Excel, select Show Grid or Graph.
        • To display an empty placeholder instead of the widget in Interactive Mode, View Mode, PDF, and Excel, select Show Placeholder. The container of the Grid/Graph is shown, with the border and background formatting. The following message is displayed within the container: "Flash Widgets cannot be rendered in this display." This message is displayed in View and Interactive Mode only.
        • To display nothing instead of the widget in Interactive Mode, View Mode, PDF, and Excel, select Hide Grid or Graph.
    • Transition: Determines whether a transition animation is used to display the object when you switch to Flash Mode. The animation also takes place when you or another user chooses an item in a selector that affects an object such as a Grid/Graph. For example, a Grid/Graph may fade slowly onto the screen. This property is available only for Grid/Graphs and panel stacks.
      • Selected Transition: Select a type of transition animation for the object. This is the type of transition animation that will be used for the object when you or other users switch to Flash Mode.
      • Speed: Determine how quickly the transition animation takes place for the object. For example, you can determine how quickly the animation for a panel stack takes place once you switch to Flash Mode. From the drop-down list, select a speed for the transition animation.