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KB47312: Can the feature "lock column" in Microstrategy Web be retained when exporting a report to Excel?


Community Admin

• Strategy


Users notice after creating a report in MicroStrategy Web with the feature "lock columns" selected and exporting to Excel with formatting the column lock is not maintained.

Symptom

Users notice after creating a report in Strategy Web with the feature "lock columns" selected and exporting to Excel with formatting the column lock is not maintained.
 

Steps to reproduce

In Strategy Web:

  • Create a report and do not lock column headers
     
  • Save the report
     
  • Create a new document and add the report as a dataset by clicking the icon seen below
     
  • From the Insert menu, select Grid
     
  • Click and size grid then enter the desired metrics or attributes into the rows and columns
     
  • Switch to interactive mode
     
  • Right-click the header of the column to be locked and select  "Advanced formatting..."
     
  • Choose Grid and under Headers check the "Lock" checkbox for Columns and/or Rows

The column will always be visible as you scroll through a report. However, when the user exports from Strategy Web to Microsoft Excel this property is not maintained. 
 
Below is the Export Options Menu for Strategy Web. 
 
The option to "lock columns" is not available when exporting from Strategy Web to Excel.
 
 

Cause

This is a know limitation in Strategy Web.
 
 

Action

Contact Strategy Technical Support for an update on this enhancement request
 
 

Workaround

The feature to lock rows or columns exists in Microsoft Excel and Microsoft Office Support describes how to enable it.

  1. Export the report to Microsoft Excel
  2. Follow the following steps from Microsoft Support to freeze the header row http://office.microsoft.com/en-us/excel-help/freeze-or-lock-rows-and-columns-HP001217048.aspx

 
 


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Knowledge Article

Published:

May 30, 2017

Last Updated:

November 7, 2019