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KB11949: How to export MicroStrategy Report Service documents to Excel using MicroStrategy Web and refresh them using MicroStrategy Office 9.4.1 and above.


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How to export MicroStrategy Report Service documents to Excel using MicroStrategy Web and refresh them using MicroStrategy Office 9.4.1 and above.

Strategy Web allows users to export a Strategy Report Services document to an Excel workbook and then refresh that document using Strategy Office.
 
To enable this functionality, users must modify their Strategy Web Preferences. In User Preferences under Report Services check the "Allow Strategy Office to refresh Documents after exporting to Excel" box as shown in the image below. Click Apply.
 
Note: This preference exists at the both the Project Defaults and User Preference levels.

ka04W000000OghmQAC_0EM440000002Pb8.png

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Knowledge Article

Published:

June 12, 2017

Last Updated:

June 12, 2017