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KB11475: Best Practices when Building Report Services Documents for Export to Microsoft Excel in MicroStrategy 9.x and 10.x


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This KB provides best practices for creating RSDs suitable for exporting to Microsoft Excel.

The following features are not supported when exporting a Report Services Document to Microsoft Excel using Strategy 9.x and 10.x:

  • Overlapped objects - When exporting Report Services documents with objects that are overlapped, unexpected behavior is seen as Microsoft Excel does not support this feature and priority might be given to one of the overlapped objects. Additionally, plan for extra space around objects as they may require slightly more space when exported to Excel.
  • Lines and rectangles - Lines and rectangles are not supported when exporting to Microsoft Excel. As a workaround, use a text field border to create a line or a rectangle.
  • Relative paths for images - Images in documents specified with paths relative to the Strategy Desktop and Intelligence Server executables will fail to export correctly to Microsoft Excel. Workaround this issue by ensuring that such relative paths are changed to absolute paths.
  • Line Breaks within text fields - Line breaks (Ctrl+Enter) are not obeyed in Microsoft Excel.
  • Word-wrapping in grids - Word-wrapping specified for multi-word object names does not take effect in PDF or Excel.

 
The following are considerations that should be taken into account when designing a Report Services Document intended to be exported to Microsoft Excel:

  • Choose Excel compatible colors for objects as well as grid and graph formatting. Strategy Desktop's basic set of 40 colors matches the Excel colors. Color from the Advanced Color Picker will be matched by Microsoft Excel with more or less accuracy.
  • Use graphs that are supported by Microsoft Excel. Examples of non-supported graphs are gauge graphs and combination graphs.

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Published:

April 4, 2017

Last Updated:

April 4, 2017