how to tune the document in microstrategy. Documents have a series of icons at the top of the page. how to tune the document in microstrategy

 
 Documents have a series of icons at the top of the pagehow to tune the document in microstrategy  Insert an HTML container and insert the script below

Exercises: Documents and MicroStrategy OLAP Services. Network configuration best practices. 2. To create multiple. Users must have the. In MicroStrategy Web, open the document in Design or Editable Mode. During the data load process, Enterprise Manager gathers metadata from projects, transfers metadata and statistics information from staging tables into the Enterprise Manager repository, and converts raw data into a form that can be. Users can directly import a table, build a custom query, or execute stored procedures and scripts. First, you open a blank document and select a report to use as the document's dataset. Select the prompt to modify and click the up or down arrows to change its order. MicroStrategy Report Services, the enterprise reporting engine of the MicroStrategy BI platform, enables the creation and viewing of pixel perfect, highly formatted documents, scorecards, and dynamic dashboards. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. The Format Objects dialog box opens. Apologies, but something went wrong on our end. Select the section to print or display on a new page. Copy the URL link for the report that appears inside the source tag, like shown below. A Grid/Graph can be directly associated with one dataset report. When you move the cursor to the Layout area, the pointer becomes crosshairs. The schedule wizard will be displayed as shown below. As such, it is subject to any recommendations issued by Microsoft. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. Interact with the data in real time (with targeting, filtering, and more). The document, named document_name. 5. Motivation: Customers can bring in data as a cache so they can save on costs using Snowflake. On the Freeform Sources tab, select Create Freeform SQL report. Dashboards in MicroStrategy Web. In the. With effect from version 9. View the orange Certified ribbon on the dossier. For steps, see the Basic Reporting Guide. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. To do this, click in a blank area in the section. In MicroStrategy Developer, select the document to export. ). 4. rst, is saved in the selected folder. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. You can modify options such as paper size, borders, section display, and horizontal overflow. Report and document URLs can be included in Report Services documents to link to specific reports and documents. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. x using multiple events event. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. Select Image from the Insert menu, or click the Image icon in the toolbar. Right-click the document name or icon, and select Edit. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. Click within the Dataset Objects area to add datasets for the document. In MicroStrategy Web, open the document in Design or Editable Mode. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. MicroStrategy Intelligence Server When an end user makes a Document Execution Request through any client (a web browser via MicroStrategy Web, the MicroStrategy Desktop/Developer client, the MicroStrategy Mobile app, or the MicroStrategy Office client), the request is sent to the MicroStrategy Intelligence. Each layout will start on a new page. 213 SDK for Customizing Analytical Applications 2022. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. Stay in the flow and let Copilot help you add more to your document. . From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. First, you open a blank document and select a report to use as the document's dataset. 3. Use the Inspector tool to select an element: 3. Excel: This allows the user to export the document to Microsoft Excel in . 411 Project. In MicroStrategy Web, on the reports page, under the name of the report/document that you want to create a subscription for, click the Subscriptions icon . Click Show Advanced Options. Users should click the "Next" button to continue. To drill on this object, hover over the underlined object, click , and click the drill. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. MicroStrategy users can directly query your PostgreSQL database using our data import component. In MicroStrategy Web, open the document in Design Mode. To print the current layout only, select Current layout. It’s the collision of two worlds: technology and magic. For details, see the MicroStrategy Tech Notes TN11275 and. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. Click on Browsing Options and `Display hidden objects. In the "Format: Template" window click on the "Color and Lines" tab. To create a selector that updates a dynamic text field on a panel stack. In MicroStrategy Web, open the document in Design Mode. Click Submit to add the new note. 1. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. When you add a new text field, its formatting is determined by the control defaults. • In MicroStrategy 11. Select Image from the Insert menu, or click the Image icon in the toolbar. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset. KB440273. source field. From the Format menu, select Apply Document Theme. In MicroStrategy Web, log in to the Tutorial project. 2. The Grid section in the Properties and Formatting dialog box lets you choose how to format grid reports in your documents, or change how users drill on a grid or graph. 1. Prior to MicroStrategy 9. It allows users to retrieve more information after the document has been executed. Creating documents You can create a document in one of several ways, depending on your needs: • On your own from start to finish using Design Mode or Editable Mode, which allow you to select the information to be included and the formatting of the document (see Creating a document from scratch ). MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. Installation on the Desktop. In MicroStrategy 10. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. • Research efficient aggregation, partitioning, and indexing strategies. Designing and Creating Documents begins with a brief review of basic concepts, such as executing and printing documents, that are covered in the MicroStrategy Web help. WebSphere Application server is a third party tool therefore if further information is needed contact IBM support since this document is just provided as an introduction to this topic. In the upper left part of the Get Info page, notice the following link: Change Cover Page. The Excel File will contain only the selected Grid Object data from the Document. The ability to view or edit certain settings is determined by a user's. There are several important factors to consider before tuning your. Gather information about your MicroStrategy project. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. From the Data menu of the Document Editor, select Edit View Filter. ) Obtain the Gotham Medium font file (in . 0 Tuning Guidelines" to Papp. xls format. If the document is not grouped, no bookmarks are generated. Click any report you wish to execute. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:As an Analyst, you are passionate about using data to help drive informed business decisions within your organization. Right click on the dataset report in document design mode. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. In MicroStrategy Developer, choose File > New > Report. On the Freeform Sources tab, select Create Freeform SQL report. Expand MicroStrategy Web Configuration inside the Application Settings view. In MicroStrategy 11. . In MicroStrategy Developer, double-click the document name or icon. 0: Schedule administrative tasks to be performed on all nodes of the cluster. This should be set to 'True' by default as shown in the image below:Dialog that is displayed when a user selects About from the MicroStrategy Office Help menu: client_name: The name of the client application (replaces MicroStrategy Office) server_name: The name of the server application (replaces MicroStrategy Web Services) web_link_url: Target URL of the Web link in the Help menu: web_link_textThis tab is accessed by selecting Options from the Grid menu when a report is displayed as a grid. Related versions: 10. A line appears in the Layout area to divide the sections. The modules can be mapped to a different warehouse, used as starter kits to develop custom applications or used as a source of reporting ideas for designing effective grid reports, graph reports, documents, and dashboards. 2 : Open the document in Design or Editable Mode. Navigate to Subscription Monitor in MicroStrategy Developer; Right-click and go to 'View Options' where it is possible to enable the Owner field; From the right-click menu, it is also possible to create a filter based on fields in case there are a number of subscription messages to go. 0. x, if a report is in outline mode with totals enabled, when exported to Excel with the report collapsed to the lowest level, the exported version expands to show everything. For details to set preferences for Report Services documents, see Report Services Preferences. The Properties dialog box opens. 2) Choose the End Date and set a qualification as End Date less than Start Date as seen below: 3) Double click on the threshold and check Replace Data, type a replace text like “Invalid Date”. To export a report while viewing it: Click the name of a report to display it. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. At this stage, all metrics are available in both S1 and S2, but the order is different. The Properties dialog box opens. In the drop-down list at the top left, select the metric that you want to copy the threshold to. In MicroStrategy Web, open the document in Design or Editable Mode. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. x - 10. Follow below steps to apply the. ( How?) On the Insert menu, point to Selector, then choose the selector style. Follow the steps below to split a dataset displayed as a grid in a Report Services Document:Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. To see sample documents in MicroStrategy Web: 1. 1. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. Unsubscribe from a report or. (Optional) Use the Up and Down buttons. There is a lot of excitement around this update as it will include highly anticipated features like Information Windows and the ability to create and edit dossiers right from MicroStrategy Library and the MicroStrategy App. 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. ; Type a name for the subscription in the Name field. To format numbers in text fields. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. Insert an HTML container and insert the script below. The document displays in its default display mode. Open up the same document in MicroStrategy Web 10. Also, see the documentation for your particular Web application server for additional tuning information. To edit a document in Design Mode, from a folder, right-click the document and select Edit. To Create the Item Order Form Document. In the Grouping panel, right-click the grouping field on which to enable page-by. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Click the hyperlink on the document and it opens the target report/document/VI dashboard and notice that the Selector B values are not getting passed on to the prompt in the target report/document/VI dashboard, instead the target report/document/VI dashboard displays the data for all the elements of the attribute used in selector B . A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. Enter the offset of the drop shadow, in points, in. When you move the cursor to the Layout area, the pointer becomes crosshairs. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. A cache is the stored results of a document query that has already been executed. Drag and drop the reports into the Dataset Objects panel of the Document Editor. Right-click the selector, then select Properties and Formatting. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. 2. ( How?) On the Insert menu, point to Selector, then choose the selector style. In the Source area, select a database instance for the database to access using Freeform SQL. Using the exact name of the font, enter a name for the new shortcut prefixed with " pkr ". To delete a layout from a multi-layout document INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. From the Tools menu, select Report Options. This checkbox is cleared by default. The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. There are two ways to insert an image through MicroStrategy Web interface directly: 1. x The first step in analyzing the performance of Intelligent Cube Publication is to look at the post-execution SQL view of the initially published Intelligent Cube and understanding the breakdown. Choose Excel and open a workbook. Choose the option Get Info. In the Layout area, right-click in the section above or below where you want to add the new section, and then select either Insert Section Above or Insert Section Below. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. Download the PDF manual and get started with MicroStrategy Office today. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object This kbase article is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 9. " The third document, ex. The document opens in PDF View, in Acrobat Reader. 3 . KB426596: In MicroStrategy Web 10. Depending on the document, the icons listed at the top may vary. To Export a Report or Document from the History List. What is a file delivery method? File delivery method is a method that users choose when creating a service with Service Wizard or Service Editor in MicroStrategy Narrowcast Server 9. MicroStrategy Administration •With system Manager – Combine multiple processes for MSTR environment into single work flow that can be deployed at a scheduled time or on Demand. In the document layout area, right-click the text field that you want to format. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. Step. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. Chance the cover page to an image of your choosing. The first document was technical document entitled "Narrowcast Server 7. For detailed information on tuning your MicroStrategy environment, see the Tuning your System for Best Performance chapter in the System Administration Help. 2. So firstly, source field. To "float" the Grid/Graph on top of the background, apply a. For descriptions of the various options, see How to Email a Report or Document. 421 Advanced Mobile Applications 2022. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Steps to format borders. The text field for new notes opens. There are several important factors to consider before tuning your system’s heap size settings. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. Flip. x. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. 215 Embedding Analytics with MicroStrategy REST API 2022. Create a Report Services Document in MicroStrategy Tutorial 2. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Therefore, prompts allow report designers to create reports that let users change the report content at run. 3) When you log into the Enterprise Manager project, you can run reports that help you do the following: • Allocate system resources according to data warehouse usage. Open the Report Services Document in design view. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. One of your most important jobs as a MicroStrategy system administrator is to find the balance that maximizes the use of your system's capacity to provide the best performance possible for the required number of users. About prompts. x transmission functionality. Autostyles can be either saved based on an existing document or they can. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. A MicroStrategy connection file (. Last updated: Dec 12, 2022. P83. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Always consider to collect database statistics as the query execution plan is generated based on that. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. Gather information about your user audience. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Include bookmarks in the PDF. Method 2: Document with a Grid without the Grid Title Bar. This document provides the steps to accomplish the same. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. x. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. x, as shown below. The editable mode is a fantastic resource for fine-tuning the layout of a document. The Submit button becomes available once text is inputed. The default MicroStrategy 2020 settings are optimal for SAP HANA 2. Click OK. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. This article explains how to create a . 1. Click Click here to start a new qualification to begin to create a new view filter. From the Insert menu, point to Selector, then choose the type of selector to add to the document. 421 Advanced Mobile Applications. This bypasses the Intelligence Server, which manages and processes Report Services documents. Go to MicroStrategy Web, right click on the HTML container. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. Windows. Selecting a display theme for an objectThis "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. 3. Click the link for the desired manual or other documentation source. 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. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Notice surprising patterns with visualizations. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. 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. Inside 'Panel1', add a grid by clicking Insert 'Grid. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Use this tab to select either automatic or fixed column widths. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. MicroStrategy recommends the following best practices for network design: Place the web server machines close to the intelligence server machines. Steps to format borders. MicroStrategy analytical modules are packaged analytic components built using the MicroStrategy platform. 2, user can apply a formatting theme to an entire Report Service document or to a specific object, such as a selector or text field, on a Report Service document. To make changes to the project settings, in Developer, right-click the project name, select Project Configuration, expand Caching, expand Result Caches, and select Creation (to specify whether and how caches are created), Storage. You can use MicroStrategy Web to create a Grid/Graph that contains. x users have the ability to disable this option. 3. In this example, you execute a document called "Casino Analysis" (located in MicroStrategy Tutorial>Shared Reports>MicroStrategy Platform Capabilities>MicroStrategy Report Services>Visual Insight). About prompts. You can add documents to your Library using MicroStrategy Workstation or Web. 2. Toolbar Options. The Grid options are displayed only if a grid or graph is selected. The Grouping Properties dialog box for that grouping field opens. This article explains how to resolve IIS executionTimeout errors that occur when executing MicroStrategy Web documents with large amounts of data selected in a filter. From the Format menu, select Apply Document Theme. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. xls format. All the forms for the selected attribute will be displayed. For a document, edit the document in Design Mode or Editable Mode. 0: Schedule administrative tasks to be performed on all nodes of the cluster. These icons provide different ways for you to view, interact, and share your document. Additionaly, pictures can be inserted borders drawn in the document. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Click the menu icon on the right, point to Export, then select the export file format. 4. When you move the cursor to the Layout area, the pointer becomes crosshairs. When you use the cube directly in the Dossier, the definition is applied to the cube directly and the MicroStrategy AE saves time since it doesn’t have to search and fetch an extra report definition. e report filter is applied in the where clause of the Sql. 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. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. The document has one layout and no grouping. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. Enter a description for the custom group in the Enter Custom Group Description Here field. Use this area to communicate with other users. When MicroStrategy trains a decision tree model, the decision tree algorithm splits the training data into two sets; one set is used to develop the tree and the other set is used to validate it. Edit All Project-Level Settings. Save the document as D1. To export a report while viewing it, click the name of a grid report to display it. Add the. Set the selectors S1 and S2 to target the three grids at the same time. A text field to type new notes. On the left, select Page. The Bulk Export Setup dialog box is displayed. We decided to gather them in one placing using our experience and MicroStrategy materials. x ODBC calls by default. In MicroStrategy Web, open the document in Design Mode. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Select the Subscription Properties (seen. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). 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 documents for data analysis. 1. The formatting of the new section is. Open the Report Services Document Editor. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. In MicroStrategy Web, log in to the Tutorial project. The Configure Transactions Editor opens. In the General area, specify whether you want to export all layouts or only the current layout by selecting one of the following:To Sort or Pivot Data in a Document. 5. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. A dataset is a MicroStrategy report that is used on a document. Editable mode allows the designer to work in a "What You See Is What You Get" environment, so that every applied change is immediately visible on the screen, with no need to switch. To find out if you are hitting any of the scenarios listed below, take advantage of MicroStrategy Integrity Manager and the Upgrade Analysis Dossier. 155. 0, it is possible to add dynamic tooltips to text boxes in Report Services documents to display a summary of data in all three DHTML modes (Editable, Interactive or View). For tuning details, see the appropriate section in the Installation and Configuration Guide. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Click the Options icon . This guide builds on a basic understanding of information provided in the Basic Reporting Guide. For more information and full documentation regarding the release, visit the What’s New section of. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. To email a report or document on a schedule. CONTENT: Enable cube partitioning,. , Cube Filter: Year between 2006 and 2010; Report Filter: Year in (2007, 2008) Report filter should at least filter on all attributes and attribute forms. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. To edit a document in Design Mode, from a folder, right-click the document and select Edit. 4. The Custom Group Editor appears. Select Add Subscription for the type of subscription you want. To export a report while viewing it: Click the name of a report to display it. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. 2. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Select 'Export to Excel' to generate a new Excel document. 10, 10. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. Select Image from the Insert menu, or click the Image icon in the toolbar. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Export the document to a PDF file, Excel spreadsheet, or HTML file for further analysis. 0. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. x. The Export to PDF dialog box opens. Advanced Metrics, explains level metrics, conditional metrics, transformation. For a document, edit the document in Design Mode or Editable Mode. Controls are the objects that display the data, images, and shapes in a document.