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KB37143: How to add double quotes around all data fields for CSV and Bulk Export MicroStrategy Distribution Services 9.x - 10.xsubscriptions


Stefan Zepeda

Salesforce Solutions Architect • Strategy


Bulk Export reports are only able to be sent via MicroStrategy Distribution Services  file based subscriptions. CSV formatting for reports is available for both email and file based subscriptions. The following procedure will add double quotes around all data fields for all existing and future bulk export and CSV subscription

Bulk Export reports are only able to be sent via Strategy Distribution Services  file based subscriptions. CSV formatting for reports is available for both email and file based subscriptions. The following procedure will add double quotes around all data fields for all existing and future bulk export and CSV subscriptions.
 
Under the bulk export report options, there is a setting to change the delimiter, but there is no setting to enable quotes around all data fields. In order to enable quoting of data fields follow the steps below:

  1. On the Strategy Web server, locate the sys_defaults.xml file. On Windows this is located by default in C:\Program Files\MicroStrategy\Web ASPx\WEB-INF\xml, lookin "Program Files (x86)" for 64-bit versions of Windows.
  2. Make a backup of this configuration file. NOTE: Making this change is system wide. This will affect all existing and future bulk export and CSV files.
  3. Edit the sys_defaults.xml file. Add the following two lines to the end of the file:


    <pr des="" n="enable_prepostfix_ds" scp="system" v="1"/>
    <pr des="" n="prepostfix_ds" scp="system" v="""/>


     
  4. Save and close the file.
  5. Restart web server

The bulk export wil now have quotes around all fields as below:
 
"ELM_ID","ELM_NAME","Revenue"
"12","Winter","3087431.55"
"13","Spring","3451614.09999999"
"14","Summer","3606356.1"
"15","Fall","4253547.3"
 
In Strategy Distribution Services 9.0.0, the procedure also affected subscriptions for the Excel file format. A different way to format Excel files was introduced in Strategy 9.0.1 GA so this technique no longer applies.
 
In Strategy Distribution Serivces 9.0.2 and newer, an alternate method for formatting CSV and general text files was introduced using the Export options settings. More information is available in the following Strategy Knowledge Base technical note:
KB36596: "How to surround data in plain text and CSV format with double quotes for delivery with MicroStrategy Distribution Services 9.0.2 and newer."


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Knowledge Article

Published:

June 5, 2017

Last Updated:

June 5, 2017