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 Data can be connected through an API, flat file, or databasemicrostrategy report services document creation guide  For example, these reports go from basic execution pointers, quarterly deals by item

When you group records in a document, you set up the document's hierarchy and therefore its inherent sort order for the data displayed in the document. For more information regarding this feature, refer to following technical note: KB44090: Passing all selector values across Report Services Documents using Edit Links. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. 4. 3. On the left, select Page. To add a text field to a document. 2. In a 9. And leverage the Page-By function to focus your analysis on one element. Click OK. 4. 1. To access the MicroStrategy Installation Wizard. The Report Services Document below has eight levels. A new document opens in Design Mode. . About HTML documents. MicroStrategy Document Creation Help. Create a simple report with multiple prompts, as shown below: Use the report as a data set in a Report Services document. All articles. In MicroStrategy 10. ImpalaWeb advanced reporting guide for microstrategy 10 dashboards and widgets creation guide for microstrategy 9 3. The Properties and Formatting dialog box opens. Translating detailed requirements into data structures that are scalable, resilient, extensible, and sustainable:. Dashboards, which are a type of document, provide a lot of interactive. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 1The single dimension table of a Star schema consists of aggregated data while the data is split into various dimension tables in a snowflake schema. Right click on the grid and go to “Properties and formatting”. While database instances commonly point to a relational database, you. For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. This allows you and other users to navigate to different sections of the graph's results. 1 Document Number: 09500931 Second Edition, version 9. Follow the steps below in order to create a new report template that can be used when creating new reports in MicroStrategy Developer or Web: 1) In MicroStrategy Developer, log onto the desired project. Used Enterprise manager to create reports on the project usage and report usages. Report Services Handbuch zur. 0. Create or edit reports with authoring functionality. To measure the time spent in these components, refer to the following resources: Intelligence Server and Client. A Control Document, also called an Execution Control Document, is a plaintext document containing information formatted to a specific syntax which allows various message properties to be set or overwritten. To benefit from the latest functionality available in this version of MicroStrategy Platform Analytics, an administrator must upgrade the MicroStrategy system, including Platform Analytics. Go to Shared Reports > MicroStrategy Platform Capabilities > MicroStrategy Transaction Services. Create a Report Services Document 2. Open the MicroStrategy Office Options windows. For the purposes of this example, only the parts related to support Transaction Services are explained below. You type the link URL. Web the dashboards and widgets guide contains instructions for designing and creating microstrategy report services dashboards, a type of document. In the Navigation pane, click Create a New Document next to Documents. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2 Openingareport 6 Componentsofareport 7MICROSTRATEGY INCORPORATED OR ANYONE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION, INCLUDING, BU T NOT LIMITED TO, THE IMPLIED WARRANTIE S OF MERCHANTABILITY AND FITNESS FOR. Installation and Configuration Guide for MicroStrategy 9. Designing and creating documents: An overview. 2. -1: Email: Limits the number of reports or documents that a user can send to an email address at a time. Direct Cubes over View Reports. A MicroStrategy Report Services document displays your organization's data in a high-quality, Pixel Perfect display. 3. In a document, you can display a report by adding a Grid/Graph to the document. The metadata maps MicroStrategy objects—which are used to build reports and analyze data—to your data warehouse structures and data. Place the second grid right below the first. exe file. Although the number of visualizations is smaller in documents, these visualizations provide you with more formatting properties for more specific design requirements. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. Step 1. By bringing these different types of reports together inside a document, report designers can create rich reports and analytics that take advantage of. EN. Web Document design: Create a document page, access Design Mode for documents, and perform WYSIWYG editing of documents in Flash Mode. This data is positioned and formatted, resulting in a single display of presentation quality. should be run again. STEPS TO REPRODUCE: Create a report services document. Insert an image object specifying the folder path into which R will create an image file based on the metric values. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use. For issues related to Workstation connecting to the Intelligence Server, ensure that the Workstation version is the same/or compatible with the Intelligence Server environment. Create a metric selector S2. Dossiers automatically adjust to look great on any screen. Web for information on report services, see the document creation. This particular workflow is a template that is delivered out-of-the-box with System Manager. Datasets define which information the Intelligence Server should retrieve from the data warehouse or cache. To Create a Freeform SQL Report. Limit the Use of Derived Attributes or Metrics. The Report Services Document Creation Guide provides instructions to design and create Report Services documents, building on information in the Basic Reporting. It is necessary to disable the report cache or add the following code to refresh the Report services document. Document Creation Guide for MicroStrategy 10. Dossiers. x and 10. MDX cube sources include SAP BW, Microsoft Analysis Services, Hyperion Essbase, and IBM Cognos TM1. iOS users can also view multiple layers with. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. From Design Mode or Editable Mode, click the Presentation Mode icon . Documents can appear in almost as many ways as you can imagine and are generally formatted to suit your business needs, in a single display of presentation quality. Add metric "Yesterday" to the document section as dynamic text. Log on to the machine where you are installing one or more MicroStrategy products. 3. Installation And Initial Setup. Dashboards, which are a type of document, provide a lot of interactive graphical. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. 3 2012-09-30 MicroStrategy Product Manuals R Markdown. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. x, as shown below. Dashboards and Widgets Creation Guide for MicroStrategy 9. Description. In the document, add a Slider selector under the graph. CONTENTS OverviewandAdditionalResources vii Aboutthisbook viii 1. A portable document contains all the design of the document without the data, allowing you to copy documents between projects, even when the projects do not have the. Lookup table for the Cache Hit indicator: • 0: Reserved. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. Because Microsoft Excel spreadsheets and MicroStrategy Report Services documents often handle objects, formatting, and graph types in different ways, it can be necessary to adjust the way you design a document so that it is displayed correctly when exported to Excel. 3. In MicroStrategy Web, click Create at the top of any page, point to New Document, and select Blank Document. 1 server refreshes the document so that the user has access to the latest version. When exporting a report containing an image attribute form (using an ApplySimple statement) to PDF in MicroStrategy Web 9. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. The following steps would allow users to create an information window that is triggered by clicking on a neutral “button”. To do this, edit the report in developer and go to the Report -> Data->Intelligent Cube Options->Point grid to Intelligent Cube and choose the new target cube: Create Cube A and a report based on it. This is from all MicroStrategy Business Intelligence clients platform. Load Chapters on Demand. When you create a document, you can specify the data that appears, control the layout, formatting,. A document can be grouped and sorted using fields from the primary dataset only. Create a selector on metrics, targeting the graph in step 3. 5. Learn how to create, edit, and share reports, dashboards, and documents using Excel, PowerPoint, Word, and Outlook. Create a report (report C) with Prompt #2, and place Call Center on the template. The sections listed below provide the configuration steps for the different data sources: Connect to Databases. You can: View the results of the document. The Training Metric Wizard can be used to create several different types of predictive models including linear and exponential regression, logistic regression, decision tree, cluster, time series, and association rules. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Choose the MicroStrategy Tutorial application and click Select. When an attribute is added to the grouping section of a Report Services document and a graph is inserted into the detail header, the total is not displayed in the grouping selection for the graph as it is displayed in a MicroStrategy 9. Select Custom as the Category and create the format using the number format symbols listed in the table below. For details on how the data from multiple datasets is joined, see Using datasets in documents. x. com 02. Login to Postman and search for MicroStrategy in the homepage search bar. vii Creating an attribute based on existing objects: Derived attributes. This article notes a behavior for documents and group by headersAutotext code/macros in Microstrategy Document/dashboard. Open Workstation in smart mode. While you can connect an older MicroStrategy Developer client to a newer Intelligence Server (such as an 8. Create a Report Services Document 2. For example, a scheduled report executes which shows the Revenue by day for the past week. Using the Derived Elements Editor: Using the Derived Elements Editor provides the full. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. On the opposite side, a Snowflake schema has a normalized data structure. In MicroStrategy Web, edit or execute a report. Precise information to create and modify Report Services documents can be found in the Documenting Creating Find. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document. Version 9. User without the Web Document design privilege cannot edit a document by navigating from Library Web to MicroStrategy Web. For information on Report Services, see the Document Creation Help. Excel: This allows the user to export the document to Microsoft Excel in . In general, report creation in MicroStrategy is. MicroStrategy Report Services Document Creation Guide For more information on the Height can shrink and Height can grow options, see the Document Creation Guide. Displaying outline results. Click “Use as Selector” -> selector is created. 1 To ensure that…In MicroStrategy 10. Create Cube B which contains all objects in the report and publish it . If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. You will learn how to add and manipulate data, charts, graphs, images, and other elements to design interactive and informative documents. This section covers design information thatis specific for reports and documents that are intended to beused on a BlackBerry. In one case, the requirements were to connect to hundreds of parquet files stored in AWS S3 bucket secured with STS authentication. Steps. Map the Attribute Forms and Metrics from the dataset to the. By default, when an attribute is added to the 'Grouping' section of a Report Services document containing a grid in the document body, the display of a Grand Total will not be shown for the metric over the entire document. In a document, you can display a report by adding a Grid/Graph to the document. Note: You can also set-up Cover Pages by using APIs. For information on Report Services, see the Document Creation Guide and the Dashboards and. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. To not create messages for documents when they are. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version 10. Create a Report Services document containing the second report with the link, and add it to the body with formatting. Save the dossier. Microstrategy. Go to Widget properties and match each. A red border displays around the Grid/Graph, indicating that it is in edit mode. The first thing to know about this Microstrategy version 10 is that it contains an essential piece called Desktop. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. Repeat Steps 3 through 6 using a second grid that displays 'Profit'. If you have not executed a written or. For example, a scheduled report executes which shows the Revenue by day for the past week. Double-click the Grid/Graph to enter edit mode. Visual Insight dossiers are interactive displays that you can use to quickly and easily explore your business data. You must will MicroStrategy Report Services to be able to devise and work include Report Services documents. 1 and 10. 4. The updated information will appear in the new report. In the Details Header (or Footer) section, create a grid within the Report Services document that contains all of the objects of Dataset A. Page component that should handle the action and the event. 1 and above. It builds on the basic concepts about documents presented in the Document Creation Guide. MicroStrategy offers a range of interfaces and tools that help designers present information via multiple style of BI - from grid reports, to pixel-perfect dashboards. A Grid/Graph can be directly associated with one dataset report. 1 CONTENTS BookOverviewandAdditionalResources vi Aboutthisbook vii Resources viii Feedback xvi 1. 4. As document designers create documents, they specify the data that appears and control the layout, formatting, grouping, and subtotaling of data. x MicroStrategy Intelligence Server and newer clustered environment, subscriptions created using a time-based schedule are not restricted to the primary node only. Select Export from Home menu, and then click PDF. Incorporated. 5. Within the control, click on "Hyperlink" and enter in the syntax of the mail tag. Excel: This allows the user to export the document to Microsoft Excel in . Add the filter to the report. ' For more information, refer to the MicroStrategy Product Manuals and look for Document Creation Guide. In the newly opened window, expand "Series" and select the series that the user wants to show as a step line as shown below: In this menu, enable the check box : "Show Step. It creates a derived element whose definition can be edited by right mouse clicking on the attribute header to bring up the Derived Elements editor. This option is available in Design and Editable Modes. See the Basic Reporting Guide for steps to creating reports. In the PDF Options dialog box determine the report scaling and orientation, and press Export. Log in to the project in which you want to create a report. MicroStrategy Document Creation Guide is a comprehensive manual that teaches you how to create and format various types of documents using MicroStrategy tools. This section describes procedures for grouping and sorting records in a MicroStrategy Report Services document. Set the selectors S1 and S2 to target the three grids at the same time. For identification purposes, this example will refer to this object as 'Grid A'. To create a document from a report, it is assumed that the report is already created and saved. To Create a Transaction Services Report. At the base report level, go to Data > Advance Sorting, then add Month to the 'Sort By' column. In the Subscription Editor, click Burst…. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. Select “MicroStrategy SDK”. smw” “UserName=User1 “Password=1234”. You will also learn how to export and distribute your documents in different formats, such as PDF. To create only a message for the document, and not for the dataset reports, clear this check box. ; Click OK. Change the Fill color to yellow and click Apply. 4. Create a new document. ' In order to create an HTML document, choose a new 'HTML Document. ; Enter the XQuery statement required to connect to the third-party. Client: Confidential, November 2006 –August 2008 Location: IndiaCreating widgets. Preview Feature: A new data. Center alignment is set by default. KB34054: How to create an alert-based. x Report Services documents. exe -w C:filename. You can connect. In a Report Services document, a user may want to create a calculation on the fly that uses simple arithmetic operators in combination with metrics from multiple datasets in a document. ) In the example shown below, the rectangles on the bottom use gradient colors,. x. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version: 9. MicroStrategy Product Manuals, MicroStrategy. Designing and creating documents: An overview. In MicroStrategy Web, menu and toolbar disappears from reports and Report Services documents, as shown below: The correct report or Report Services document page including menu and toolbar should be as shown below: CAUSE: One of the cause is that MicroStrategy Web is not deployed correctly. MicroStrategy Report Services Document Creation Guide プロジェクト デザイン ガイド: MicroStrategy Project Design Guide MicroStrategy 関数リファレンス: MicroStrategy Functions Reference MicroStrategy Mobile 分析ガイド: MicroStrategy Mobile Analysis Guide MicroStrategy Mobile デザインおよび管理 ガイド. You can also select an existing template (see How to Create a Report Based on an Existing Template ). Preview Feature: Create and edit reports with your favorite features including the Advanced Properties panel, View Filters, SQL View, and many more. A MicroStrategy Report Services document contains datasets from one or more reports. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. 2. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. 3. Right-click the metric sales, and we get the option to choose the threshold as. Create a Report Services document that contains Report A as a dataset. 1 - MicroStrategy Product Manuals 2013-04-30 Advanced Reporting Guide for MicroStrategy 9. It discusses the features and workflows RSDs inherit with this. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. `. 2. Export a Report Services document to Excel with formatting using URL API in MSTR Web. This privilege is required to define conditional formatting. xls format. When user selects nothing, both text box will be hidden so nothing displayed. Toolbar Options. Report Services Document Creation Guide. 4) Mark the Display hidden objects checkbox and click on OK:To access the Derived Elements Editor for a Grid/Graph in a Report Services document, expand the document section that contains the Grid/Graph. To open documents in various modes. Use the following formula for the derived metric: (Profit 2003 – Profit 2002)/Profit 2002. Export to Excel. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode Follow the steps below: 1. In MicroStrategy Developer 9. ' For more information, refer to the MicroStrategy Product Manuals and look for Document Creation Guide. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. One key feature is MicroStrategy Developer's Training Metric Wizard. 4. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. A MicroStrategy document contains objects representing data coming from one or more reports, as well as positioning and formatting information. Courses that can help you prepare for using this manual or that address some of the information in this manual include: •. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2. We will use the data contained within the MicroStrategy Tutorial project that is provided out-of-the-box. Built For The Internet, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager et MicroStrategy Data Mining Services sont des marques ou des marques déposées de MicroStrategy Incorporated. Right click on a Report Services Document. 3. From the Insert menu, select Text. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is. A MicroStrategy Report Services document displays your organization's data in a high-quality, Pixel Perfect display. SERVICE GUIDE UPDATE PUBLISHED FEBRUARY 2023. Get inspiration at the MicroStrategy data dashboard gallery. Resources Documentation MicroStrategy provides both manuals and online help; these. . MicroStrategy Mobile overview. These. They include visual. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. Create a file subscription in MicroStrategy Web. Web the dashboards and widgets guide contains instructions for designing and creating microstrategy report services dashboards, a type of document that is optimized for. This is a list of the available auto text macros that the Report Services Document engine recognizes. A MicroStrategy Report Services document displays your organization's data in a presentation format that allows several grid and graph reports to be viewed at the same time, along with images and text. MicroStrategy Mobile is an application for mobile devices that allows analysts to view, refresh, and analyze MicroStrategy reports and Report Services documents. vi © 2016 MicroStrategy, Inc. Open a document in the Document Editor. In MicroStrategy Web, open the document in Design or Editable Mode. Web dashboards and widgets creation guide. pdf) concerning the respective databases and ODBC drivers. (A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Dashboard-style Documents. Push-Down Derived Attributes for Live Connection Cubes. Business Intelligence Platform Built For The Internet, Office In telligence, MicroStrategy Office, MicroStrategy Report Services , MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager und MicroStrate gy Data Mining Services. 4. This article describes how to create a link to execute a report with answers to an attribute element list prompt using URL API in MicroStrategy Web 9. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. You can create the following types of subscriptions for a report or document: Cache update subscriptions refresh the cache for the specified report or document. Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. 5 - MicroStrategy Product Manuals 2015-02-01 The Dashboards and Widgets Guide provides instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. Make sure to place the 'Quarter' attribute in the column. MicroStrategy Office, MicroStrategy. You can sort a group in either ascending or descending order. A sales team might use a business dashboard to connect. 1, Microstrategy Intelligence Server 8. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. Users must also have the Execute permission for any reports to be tested. View the report as a grid and the graph. Use Case 4. (For details on Information Windows, see the Mobile Design and Administration Guide. Make sure the columns in the grid are sized to display the same as in step 3. At this stage, all metrics are available in both S1 and S2, but the order is different. 5. Execute R2 and right-click on the Year attribute. x, with the Intelligence Server running on Linux, the image in the. Click on Browsing Options and `Display hidden objects. Create an alert-based subscription in MicroStrategy Distribution Services on Web Subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. You can also access the Item Order Form document in the Tutorial project to review each component of the document, and refer to the Report Services Document Creation Guide for steps to create a document. Create a new report with an attribute in the row, year on the column, and a metric (with a long name like 'Quarterly Standard Deviation of Daily Revenue') and save and close. If the document is already open in Design Mode, click the Editable Mode icon . If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. If you are creating a condition based on. 3. MicroStrategy can connect to any type of data including big data, flat files, social media data and so on. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Best practices: Designing documents for Excel. The Derived Elements Editor opens. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. Reporting Guide. Create a Transaction Services Document based on the report "Report Item Orders" in the MicroStrategy Tutorial Project. The document is available in PDF format for. 0 Reviews. To add a Freeform SQL report as a shortcut-to-a-report qualification in a standard report, open the standard report in MicroStrategy Developer. 2. In “Configure Selector” widow there are two Target types: Dataset and Document. Under General go to the server section. For example, your system contains a set of standard weekly and monthly reports. It gives you the leverage of generating real-time reports and monitoring data. Create an alert-based subscription in MicroStrategy Distribution Services on Web Subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. Create a new blank document and add the report from Step 1 as a dataset. When you display the document, the website is displayed within the borders of the HTML container. x Report Services Document Creation Guide Book 2 Adding Script and Data to Documents. Result caches: Report and document results that have already been calculated and processed, that are stored on the Intelligence Server machine so they can be retrieved more quickly than re-executing the request against the data warehouse. x-10. Document Creation Guide for MicroStrategy 9. Choose the option Get Info. RWBean. First, you open a blank document and select a report to use as the document's dataset. It allows the user to set the server name, port and project, among others, to start an Intelligence Server session. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help , which helps document. Create a grid report in MicroStrategy Web 9. ' In order to create an HTML document, choose a new 'HTML Document. It is organized to help guide you through creating a new document, from creating the document itself, to adding objects to the new document, and formatting the. The following code snippet will execute the Report Services Document, loop through the elements in the page by and export each available element to PDF public static void executeDocument() throws Exception { //Create connection with the Intelligence Server: iSession = createSession("localhost", "MicroStrategy Tutorial", "administrator. 28 Displaying, hiding, and. 5 To ensure that you are using the documentati on that corresponds to the software you are licensed to use, compare this version n umber with the software version shown Universal, MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Narrowcast Server, MicroStrategy Health Center, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Developer, MicroStrategy Web Professional, MicroStrategy Architect, MicroStrategy SDK, A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. They can be. 1 and 10. This technical note explains how to display both value and percentage in a pie chart in MicroStrategy Developer Report Services Documents The following steps describe how to have both the value and percentage displayed in a pie chart in MicroStrategy Developer 9. For more information on this, see the Advanced Reporting Guide. Copy the URL link for the report that appears inside the source tag, like shown below. When exported to Excel, both values 61 and 62 are visible at level 3 in the Excel file. Save and close the report. Execute the document and confirm that the message in the textbox does not appear when there is a value returned for "Year" 4. Exit all Windows applications before beginning the installation process. The new template should be viewable when prompted to choose a document template while creating a new Report Services document, as shown below: Published:. A new document opens in Design Mode. You can also access the Item Order Form document in the Tutorial project to review each component of the document, and refer to the Report Services Document Creation Guide for steps to create a document. However, In this instance only two datasets will be utilized, in order to create a separate worksheet for each dataset. 10. Create a metric selector S1.