Sharing a link URL to an object

You can share a link to an object by:

Emailing the link URL. For steps, see To email a link to an object.

Displaying and copying the link URL. For example, you create a document with sales data for several different product categories. You can add a link in the document to a report with detailed sales information for a specific product category. When the user clicks on the link, the report automatically opens and is displayed to the user. For steps, see To obtain the URL of an object.
Embedding the link URL in HTML code to display in an iFrame, and copying the HTML. Once you generate this code, you can embed it in a web page to display the object. You can specify the size of the iFrame, and choose to hide specific sections of a dashboard, document, or report, such as the toolbar or header. For example, you can display a report with sales data in an iFrame that is 500 pixels wide and 300 pixels tall, with no navigation bar. For steps, see To embed the URL in HTML code.

The link contains the ID of the object and any changes that were made since the original was opened. For a dashboard, document, or report, the link also contains any prompt answers. When a user clicks a link URL for:

A dashboard, document, or report, the object is executed.
A folder, the folder opens.
Another object, such as a filter or prompt, the object opens in its editor (Filter Editor, Prompt Editor, and so on).

Before you share the link, you can edit the object's access control list (ACL) to determine which users and user groups have permissions such as view and modify. For steps, see Share dialog box.

You can view your shared links on the My Subscriptions page, in the Shared Links area, by clicking the name of the shared link. You can also use the My Subscriptions page to remove shared links and change their names. For steps, see To edit a shared link.

Prerequisite

In the procedures below, your administrator must have chosen to include session information, such as the server name and port number, in the URL of pages displayed in MicroStrategy Web. For more information about this setting, see the Web Administrator Help.

To email a link to an object

1 You can email a link from the folder location of an object; when a dashboard, document, or report is executed; or when you upload a dashboard to Web. Do one of the following:
Navigate to the folder location of the object. Right-click the object, and select Share.
From an open dashboard, document, or report, click the Share icon Share icon on the Home toolbar.
Import or upload a dashboard. On the Upload Successful dialog box, click Share Dashboard.

The Share dialog box opens.

2 If you want to change permissions for users and user groups, follow the steps in Share dialog box.
3 Click Email. Your email editor opens. The subject line of the email is "Link to:", followed by the name of the object. The message contains the same text, followed by the actual link in the next line.
4 Type the recipient. Add to or change the subject line and message, if desired.
5 Click Send to send the message and return to the Share dialog box.
6 Click Close to close the Share dialog box and return to the folder.

To obtain the link URL of an object

1 You can obtain the URL from the folder location of an object; when a dashboard, document, or report is executed; or when you upload a dashboard to Web. Do one of the following:
Navigate to the folder location of the object. Right-click the object, and select Share.
From an open dashboard, document, or report, click the Share icon Share icon on the Home toolbar.
Import or upload a dashboard. On the Upload Successful dialog box, click Share Dashboard.

The Share dialog box opens.

2 If you want to change permissions for users and user groups, follow the steps in Share dialog box.
3 Click Link. The URL of the object is displayed. Highlight the URL, then press CTRL + C to copy the link to the clipboard.
4 Click Close to close the Share dialog box and return to the folder.

To add a link to a text field or image

5 Open the document in which you want to create the link in Design or Editable Mode.
6 To use a text field for the hyperlink, complete the following steps:
a From the Insert menu, select Text.
b Click in the document section where you want to place the text field. If you click and drag in the section, you can size the text field.
c Type the text to be displayed to users into the text field.
7 To use an image for the hyperlink, complete the following steps:
a From the Insert menu, select Image.
b Click in the document section where you want to place the image. If you click and drag in the section, you can size the image. The Properties and Formatting dialog box opens.
c Type the address of the image file to insert in the Source field.
d Click OK. The image appears in the document.
8 Right-click the image or text field and select Properties and Formatting. The Properties and Formatting dialog box opens.
9 From the left, select General.
10 Select the Is Hyperlink check box.
11 Press CTRL + V to paste the URL in the Hyperlink field.
12 Click OK. The link is added to the document.

To embed the link URL in HTML code to display an iFrame

1 You can generate HTML code from the folder location of an object; when a dashboard, document, or report is executed; or when you upload a dashboard to Web. Do one of the following:
Navigate to the folder location of the object. Right-click the object, and select Share.
From an open dashboard, document, or report, click the Share icon Share icon on the Home toolbar.
Import or upload a dashboard. On the Upload Successful dialog box, click Share Dashboard.

The Share dialog box opens.

2 If you want to change permissions for users and user groups, follow the steps in Share dialog box.
3 Click Embed. The HTML is displayed below the Sharing Options.
4 To specify options such as the height and width of the iFrame in which you want to display the object, perform the following steps:
a Type the width of the iFrame in the Width field.
b Type the height of the iFrame in the Height field.
c For each section of the dashboard, document, or report, do one of the following:
To display the section when the dashboard, document, or report is displayed in the iFrame, clear the check box next to the section.
To hide the section when the dashboard, document, or report is displayed in the iFrame, select the check box next to the section.
5 The HTML code for the iFrame is displayed in the field. Highlight the code, then press CTRL + C to copy the link to the clipboard.
6 Click Close to close the Share dialog box.

To edit a shared link

1 From the upper left of any page, click the MicroStrategy icon MicroStrategy icon, then select My Subscriptions. The My Subscriptions page opens and displays a list of your subscriptions, personal views, and shared links.
2 To delete a shared link, select the check box in the Unsubscribe column and then click Unsubscribe.
3 To change the name for a shared link, do the following:
a Click the Edit icon for the shared link. The Subscription page for that shared link opens.
b Change the Name of the shared link.
c Click OK to save your changes.

Related topics

Share dialog box
Viewing and customizing your scheduled reports and documents