Formatting an Interactive Grid widget for mobile devices

You can format how an Interactive Grid widget is displayed on an iPhone, iPad, or Android device that has MicroStrategy Mobile downloaded. To format the widget, you use the Interactive Grid Properties dialog box. For example, you can choose whether to apply banding to rows of data in the widget, or change the order in which metrics are displayed.

Interactive Grid Properties dialog box

To format an Interactive Grid widget in a document

  1. Open the document in Design or Editable Mode.

  2. Right-click the widget, then select Properties and Formatting. The Properties and Formatting dialog box opens.

  3. From the left, select Widget.

  4. Click the Widget Properties icon Widget Properties icon. The Interactive Grid Properties dialog box opens.

  5. Format the widget by selecting options in the Interactive Grid Properties dialog box. The table below provides a list of formatting tasks you can perform, and steps to perform them.

  6. Click OK to return to the Properties and Formatting dialog box.

  7. Click OK to save changes and return to the document.

To format a report displayed as an Interactive Grid widget

  1. Click the name of the report to run it.

  2. From the Tools menu, select Custom Visualizations. The Custom Visualizations Editor opens.

  3. Click the Widget Properties icon Widget Properties icon. The Interactive Grid Properties dialog box opens.

  4. Format the widget by selecting options in the Interactive Grid Properties dialog box. The table below provides a list of formatting tasks you can perform, and steps to perform them.

  5. Click OK to return to the Custom Visualizations Editor.

  6. Click OK to save changes and return to the report.

What to Format in the Widget

How to Format It

Whether to apply color banding to rows of data in the widget

  1. Do one of the following:

    • To apply banding to the widget, select the Banding check box.

    • To disable banding in the widget, clear the Banding check box.

Determine whether to automatically size columns in the widget

  1. By default, the width of the columns in the widget is automatically determined. You can do one of the following:

    • To determine the width of the columns automatically, select the Automatic column sizing check box.

    • To manually specify the width of each column, clear the Automatic column sizing check box.

      • In the Width (%) fields, specify the width of each column as a percentage. The widths for all columns should add up to 100.

Determine whether to group data in the widget by an attribute

  1. You can choose to allow users to group data in the widget by selecting an attribute element. Do one of the following:

    • To allow users to group the data displayed in the widget, select the Group by check box. The first attribute on the widget's Grid/Graph is automatically used to group the data when the widget is viewed on the mobile device.

    • To display the widget without grouping its data, clear the Group by check box.

Determine the color theme used to display the widget

Note: The font color of items in the widget is automatically inherited from the widget's Grid/Graph.

  1. From the Color Theme drop-down list, select a color theme to use to display the background color, border color, and header color of the widget. The options are:

    • White

    • Black

    • Gray

    • Transparent

Determine which action to perform when a user taps a value in the grid

  1. You can select a default action (such as drilling on an attribute, or opening a report or document) to perform for attributes and metrics that have no action defined on the widget's Grid/Graph. From the Default Action Form drop-down list, select an attribute. The action defined for this attribute will automatically be performed when a user taps a value in the widget for which no action is explicitly defined.

Determine whether a user can tap a column header to change which attribute or metric value is displayed in the column, or whether to display all attributes and metrics in a column at once

  1. If you place multiple attributes or metrics in a column, you can choose whether to display each attribute or metric value as stacked together in a single row in the widget, or allow the user to tap the header of the column on the mobile device to change which attribute or metric value is displayed. Do one of the following:

    • To allow users to tap a column header to change which attribute or metric value is displayed, select the Toggle With Headers check box.

    • To display each attribute or metric value as stacked values in a single row, clear the Toggle With Headers check box. Column headers are not displayed when values are displayed as stacked.

Add a column to the widget

  1. To add a new column to the grid, click Add Column. The new column is added and displayed.

Delete a column from the widget

  1. To delete a column, click the Delete Column icon Delete Column icon to the right of the column.

    Note    : The first two columns in the widget are added to the widget by default and cannot be deleted.

Rearrange the report objects displayed in the columns of the widget

  1. To rearrange report objects within the columns, click a report object and drag it to a new location.

    Note    : You must add at least one column to the widget to rearrange report objects.

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