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Searching for objects

Searching for folders, reports, and documents
Quick search on report name from toolbar
Simple Search
   - Name
   - Folder location
Advanced search
   - Name
   - Contains
   - Exactly
   - Begins with
   - Ends with
   - Folder location
   - Object type
   - Date created or modified
   - Owner
   - Description
Search syntax
Maximum number of objects returned
Maximum number of concurrent searches

Searching for folders, reports, and documents
MicroStrategy Web provides both simple and advanced search features that allow you to search for folders, reports (including data mart reports), documents, and HTML documents anywhere within a project.
  • Simple Search allows you to search for objects (folders, reports, documents, and HTML documents) by name in all folders, Shared Reports, My Reports, or the currently opened folder.
  • Advanced Search provides additional options, such as searching by object type, owner, description, or creation/modification date.
Regardless of the folder or subfolder from which you start a search, that search includes all subfolders within the starting folder. The results of the search are displayed in the same manner as the contents of a folder. You can then run a report, document, or HTML document or open a folder directly from the search results, by clicking on the associated link.

Quick search on report name from toolbar
To perform a quick search, type the report, document, HTML document, or folder name (or part of the name) in the Quick search field at the top right of the page. If you are in either Shared Reports or My Reports, your search is limited to reports stored in that folder. If you are in a location other than Shared Reports or My Reports (such as the History List or the Preferences page), MicroStrategy Web searches the entire project.

Note: You must have the appropriate user privileges for the Search field to be displayed.

Simple Search
The Simple Search page is displayed after you perform a Quick Search. To perform a Quick Search, type a name in the Quick search field, located at the top right of the page, and click the Submit search icon . The Simple Search page allows you to search with the following criteria:
  • Name - If you enter all or part of the name of the object(s) you are searching for, MicroStrategy Web automatically conducts a search for all objects that contain your input.
  • Folder Location - To help narrow your search, you can choose to search for objects in all folders, the current folder, Shared Reports, or My Reports.
Advanced Search
The Advanced Search page is displayed after you perform a Quick Search and click the Advanced link in the Quick Search page. In addition to the options available for simple searches, the Advanced Search page includes the following:
  • Name - Below the Search for text field is a drop-down list of options that lets you determine how the text you enter is to be used.
  • Contains - Search for all objects that contain the text you enter.
  • Exactly - Search for all objects that appear exactly as the text you enter.
  • Begins with - Search for all objects that begin with the text you enter.
  • Ends with - Search for all objects that end with the text you enter.
  • Folder location - To help narrow your search, you can choose to search for objects in all folders, the current folder, Shared Reports, or My Reports.
  • Object type - Specify the object type you are searching for. You can narrow your selection to reports (including data mart reports), documents, folders, filters, templates, or any combination.
  • Date created/modified - You can choose between searching for all objects and searching for all objects that were created or modified during a certain period. When choosing to search on a date field, you have two ways of specifying the date range:
    1. You can enter a starting date and time and/or an ending date and time. If both are set, only objects whose date (created or modified, according to the date-type option) is either between the two bookend dates or the same as one of them are returned. If only the starting date is set, only objects whose date is on or after the starting date are returned. Likewise, if only the ending date is set, only objects whose date is on or before the ending date are returned.
      Note: You can also specify a time immediately after the date. If you do not specify the time, 12 AM is used for the beginning value and 11:59 PM is used for the ending value. If DHTML is on, you can choose these dates using the calendar. To select a date from the calendar, click the calendar icon. A calendar appears. Click on a date to select it. To go to the next month, click the right arrow on the calendar. To go to the previous month, click the left arrow.
    2. You can choose a date range relative to the current date. This type of search returns objects whose date is within any number of specified time units relative to today. The available time units are hours, days, weeks, months, and years; these can be chosen from the drop-down box. (For example, you can search for objects created or modified within the previous 5 hours, the previous 3 days, or the previous 2 weeks).
  • Owner - You can select Created only by me to search for objects created only by the user who is currently logged in, or Created by any user to search for objects created by anyone in the project.
  • Description - You can search for all objects whose description includes a certain text string by entering that string into this field.

Note: To return to the Simple Search, click Simple at the right of the Search field.

Search syntax
You can use wildcard characters, such as an asterisk (*) or a question mark (?) to represent one or more real characters when you are searching. Wildcard characters are often used in place of one or more characters when you do not know what the real character is or you do not want to type the entire name.

Note: You cannot use the question mark (?) wildcard to search for attribute elements. For example, when you choose the Select option in the View Filter pane, you can search for attribute elements. However, you cannot use the question mark (?) wildcard as part of the search.

  • Use the asterisk (*) to search to substitute for one or more characters. For example, sales* would locate all words with sales in the title. The location of the asterisk is important: sales* might bring back salesman, or sales tax, but it wouldn't find dollar sales. To bring back dollar sales, you could type * sales.
  • Use the question mark (?) to replace one character, such as sal?. This would find things like sale, or sal1, but not sales, since there are two characters missing from that term.
The examples that follow assume that attribute Name has two display (browse) forms: First and Last (which refer to First name and Last name respectively).
  • A text string that does not include wildcards has wildcards added at the beginning and the end.
  • User Input: aaa
  • Filter: First Name like "*aaa*" or Last Name like "*aaa*"
Any text that is included inside of double-quotes is treated as a literal comparison. For example:
  • User Input: "aaa"
  • Filter: First Name = "aaa" or Last Name = "aaa"
If you include wildcards, then MicroStrategy Web does not add any. For example:
  • User Input: aaa*
  • Filter: First Name like "aaa*" or Last Name like "aaa*"

  • User Input: a*aa
  • Filter: First Name like "a*aa" or Last Name like "a*aa"
A blank space, a comma, or the word OR indicates a logical OR between two conditions. An OR is placed in between multiple forms.
  • User Input: aaa* *bbb User Input: aaa*,*bbb User Input: aaa* OR *bbb
  • Filter: (First Name like "aaa*" or Last Name like "aaa*") OR (First Name like "*bbb" or Last Name like "*bbb")
A pipe symbol (|) or the word AND indicates a logical AND between two conditions. An AND is placed between multiple forms.
  • User Input: "aaa"|"bbb" User Input: "aaa" AND "bbb"
  • Filter: (First Name = "aaa" or Last Name = "aaa") AND (First Name = "bbb" or Last Name = "bbb")
A form name (not case-sensitive) followed by a colon can be used to search on a specific form.
  • User Input: Last:aaa
  • Filter: Last Name like "*aaa*"

  • User Input: First:aaa OR Last:bbb OR ccc
  • Filter: (First Name like "*aaa*") or (Last Name like "*bbb*") or (First Name like "*ccc*" or Last Name like "*ccc*")
Maximum number of objects returned
By default, MicroStrategy Web limits the maximum number of reports, documents, HTML documents, and folders returned in any search to 50. Only users with administrator privileges can increase or decrease the number of items returned in a search.

Note: Increasing the maximum number of items returned in searches can slow down the performance of MicroStrategy Web.

Maximum number of concurrent searches
By opening several browser windows during the same Web session, it is possible to execute multiple searches at a time. This option, set by the administrator, specifies how many different searches a user can execute at once using different browser windows in the same web session. The default value for this option is 1. This option also applies to how many searches a user can execute concurrently within a prompt.