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How to export document into multiple sheets in Excel by Grouping attribute in MicroStrategy 2021 Update 6?


Danfeng Zhan

Principal Product Specialist • Strategy


This article narrates export document into multiple sheets in Excel by Grouping attribute in MicroStrategy 2021 Update 6 by check the check ‘Sheet break between groups’ option in grouping properties.

Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.

Symptom

By default, a document contain group attribute will still be exported into one sheet in Excel.
A document with ‘Year’ in Grouping, and attribute ‘Year’ in row, metrics ‘Revenue’ and ‘Cost’ in column as shown below:

ka0PW0000001JisYAE_0EM4W000005n2e1.png

Contents divided by ‘Year’ are separated with empty rows but exist in same sheet as shown below:  

ka0PW0000001JisYAE_0EM4W000005n2e2.png

To export different groups to separate sheets in Excel:
Right mouse click on the element in the grouping and choose “Grouping Properties”, and then check ‘Sheet break between groups’ as shown in the red rectangle below:

ka0PW0000001JisYAE_0EM4W000005n2e3.png

Click OK, then export the document.  A notification box “Expand page-by” appears. Click OK to continue.  

ka0PW0000001JisYAE_0EM4W000005n2e4.png

(NOTE: if uncheck the “Expand page-by” option, only one sheet with ‘Year’=2014 being exported.) 
The excel results have separate worksheet as shown below:

ka0PW0000001JisYAE_0EM4W000005n2e5.png

NOTE: For Dossier Level Export Grids to Excel with Multiple Sheets is evaluated as new feature by Strategy.
 


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Knowledge Article

Published:

September 20, 2022

Last Updated:

March 21, 2024