Once you select the data from the source, the data is automatically added to an interactive grid. Freeform SQL and Query Builder provide two alternative methods to access your data and begin analysis with MicroStrategy. By downloading or using this visualization, you accept and acknowledge these terms: This visualization is both intended as sample code and provided as a convenience to MicroStrategy users. 1. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. In the Visualization Gallery, click Combo Chart to create a combination graph. x warehouse and project while retaining an existing warehouse and project The MicroStrategy Library can be accessed via the MicroStrategy Library App available on the Apple Store (for iOS) and Google Play Store (for Android). In the Datasets panel, double-click attributes and metrics to add them to the visualization. To Create and Save a Dossier. 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. For information on using Visual Insight to create dashboards that contain mapping visualizations, see the MicroStrategy Web Help . This editor contains the "Condition" field by default, so you are able to select your filter normally from the list. xml file, by default located in the parent MicroStrategy Web directoryWEB-INFxmlconfig; Edit the esriConfig. Click the Connect button to launch the connector. You can immediately begin sorting, pivoting, and filtering data. Add the two grids to the panel stack next to each other. You can also drag objects from the Datasets panel. Also the metadata can be used by any of the MicroStrategy products, which has ensured uniformity in the values of the objects. Learn more. A link in a text field, a button, or an image. Using the URL API to Access a MicroStrategy Web Page. 2. MicroStrategy provides ETL, data warehousing and data mining for data analysis. Choose Pie > Pie Chart or Ring Chart . Create a report named Customer Profit and Revenue Report with Customer attribute on the row and Profit & Revenue metrics on the column as shown below: Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Open the Get Data menu and select the MicroStrategy Dataset connector under the Other category. To modify a subscription, right-click the subscription and select Edit. Self-service for analytics creation, exploration, and user interactivity. First, you open a blank document and select a report to use as the document's dataset. Add an attribute element prompt on Month. Create a document using these two reports as datasets. 3. . Source: MicroRooster. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Create an Intelligent Cube, with Region, Category, Cost and Profit. 3. NET): Program FilesCommon FilesMicroStrategy directory. MicroStrategy Web (. Powering. Collaborative discussion threads for real-time and. This configuration applies when the prompt is executed in MicroStrategy Web only. From the File menu select New, and then Report. KB46894: How to directly email a link to a report and dashboard in MicroStrategy Analytics Enterprise 9. 6K views 5 years ago. Right-click the header of the attribute whose elements you want to use to. Key features of the dossiers, that available for both web and mobile users are: A more modern interface with intuitive menu options for both analysts and consumers. With the release of MicroStrategy 10. 5. Design workflows, create content groups, or customize application components with the no-code framework. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Use Case 4. MicroStrategy provides an extensive library of visualizations and an intuitive drag-and-drop interface make it easy for users to build data discovery dashboards. !Now, let’s create create a dashboard. Appropriate time window. 4 Hotfix 5 or higher, create a dashboard that uses SQL Server 2016 as the Data Source and save. Click Shared Reports. The document opens in the default mode selected by the document designer. 3/5 videos | 8M 22S total runtime. New features include data import, reusable dashboard and mobile apps, expanded mapping capability, and more Mobile enhancements. To republish a dataset. By downloading or using this visualization, you accept and acknowledge these terms: This visualization is both intended as sample code and provided as a convenience to MicroStrategy users. A dashboard is made up of multiple visualizations. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. MicroStrategy AI is here. The first is the 'Web User Session Idle Time' setting located in Developer by right clicking the project source -> Configure MicroStrategy Intelligence Server -> Governing -> General The second setting is the session timeout on the web server side. Clear the Totals check box to remove the standard subtotals. For information on creating a Map widget, see the MicroStrategy Web Help. In the Custom Editor window, click + to add a new custom group element and rename the first element to be "Top 10 Customers". 1 In a web browser, go to the following URL: The GPS Visualizer's Address Locator opens. You can share a dashboard through email, by linking to the dashboard, or by embedding the dashboard in a web page. 1. Due to high interest to change this behavior to dynamically apply the fit width or fit page options upon next dashboard execution. 3 – Select Is Not Null as operator. They are insightful and interactive consoles that use configurable elements (such as search results, lists, filters, matrixes, gauges, and charts) to drill down into data, analyze, predict trends. 3. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. Click on the grid visualization to which you want to add subtotals. You can narrow the list of functions displayed in the pane by doing one of the following: To search for the function by name, type the. Click Advanced, then New to create a custom subtotal. 4. Workstation is the only space for analysts and app architects to build and manage content of all types. Number of Views 7. Method 2: Document with a Grid without the Grid Title Bar. Quickly visualize data with out-of-the-box grids, graphs, charts, and maps. A preview of the. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. This video demonstrates how to create pixel perfect dashboards using the web client. Web modify the list of report objects (use object browser --all objects) Web Professional. Locate the Drill panel. Experience in creating and integrating MSTR Reports, Dynamic Dashboards, Dossier, Platform Analytics and objects with the data from Oracle, Impala, and SnowflakeMicroStrategy Incorporated provides business intelligence (BI) software worldwide. Dynamic Custom Group in Dashboards or Dossiers. MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. Drag the attribute placed in the VI grid to the filter. Custom number formatting symbols. 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. Right-click on the report and choose 'Edit'. 5. Step 2) Enter the report name and click ‘OK’. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB4100-812-0001. Before Customization: After Customization: Launch the Web Customization Editor. Choose Data > Subtotals. Excel with plain text: Export the report to Microsoft Excel as plain text. Manage Datasets. Companies of all sizes use this platform to assess, visualise, and build dashboards. From the Tools menu, select View Filter. 2. This tutorial video explains how to import data from a relational database as a Dataset into MicroStrategy Desktop. In this video, with MicroStrategy experts, learn the steps to configure a document as the default landing page when accessing a project through MicroStrategy. 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. In the Source area, select a database instance for the database to access using Freeform SQL. The Profit metric is a simple sum of the Profit fact. A dashboard is a group of visualizations that you may apply to monitor your data. HTML documents are one method to create dashboards and scorecards, which are a group of related reports displayed together. The following steps can be used to concatenate two attribute forms. Each event corresponds to an event code. 5. In MicroStrategy Web, open the document in Design or Editable Mode. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. The following steps demonstrate how to do that in MicroStrategy Tutorial project: Create data source in Microsoft excel as shown below: Import data into project and create dashboard. More advanced Report Services Documents can be created to further utilize this feature as well. These objects include attributes, custom groups, consolidations, and metrics. Graphics and numbers. In Web Preferences under 'Default start page,' choose the report that was just executed as shown in the image below: Click 'Apply,' and this report will now. 4, 10. Follow the steps below using the MicroStrategy Tutorial project: 1. MicroStrategy - Creating Dashboard. Export the dashboard to PDF and notice that the. Dataset. Point to Show Hidden Objects. Type the pop-up text in the Tooltip field. 3. Then select Configure actions on this button. 3. Create metric in Dashboard with #2~#3 and save the metric as "End of month Revenue - Created in VI" 12. First, create an attribute that contains the latitude of each store and assign it the Latitude geo role. You can determine how the widget is displayed in different MicroStrategy Developer views and MicroStrategy Web modes, as outlined in the steps below. The binary generated for this mode is different from the binary generated for PDF. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a dashboard, and ad d visual representa tions of the data To Create a Custom Group. This is not the same as creating visual insight dashboards; this is equivalent to creating dashboards the the developer desktop. First, you open a blank document and select a report to use as the document's dataset. Execute the report to be set as the default start page in MicroStrategy Web In Web Preferences under 'Default start page,' choose the report that was just executed as shown in the image below: Click 'Apply,' and this report will now appear as the start page in MicroStrategy WebOpen up the same document in MicroStrategy Web 10. To display attribute and attribute form headers in a grid. A filter on a chapter also filters the data in any dataset objects (that is, attributes and metrics) in text fields on the chapter. Open a support case. Save the above report as prompted with some default answers - choosing the first two customer elements. Displaying a list of selected elements in a Document or Dashboard can be easily accomplished using the ConcatAgg function. Click the name of your report to execute it. x. o To open the demo visualization in MicroStrategy Desktop or Workstation, double click the . Navigation menu The key differentiator from business dashboards is that mobile dashboards are built with the mobile user in mind. 1. Then select any cell in the “ Tables ” worksheet and click OK. 1. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. Advanced Apps. For information on connecting to databases, see Connect to Databases. 8 a new set of options was introduced in MicroStrategy known as feature flags. Select the name of the series to define tooltips for a single series. Type the following for the name: "Total for the #P #0". Choose 'Clear All' and choose 'Advanced' in the Subtotals window. Change Journaling is enabled by default since MicroStrategy version 10. Web Analyst. Request free demo. Visualization Disclaimer. Design workflows, create content groups, or customize application components with the no-code framework. 4 Android app, users can setup alert-based subscriptions to ensure that users automatically receive notifications on an Android device with MicroStrategy Mobile when a metric on a report meets specific threshold conditions. 4. Then use the two Latitude and Longitude attributes to provide latitude and longitude information for map markers in the visualization. 4. Business Line. OLAP Services: MicroStrategy OLAP Services is a MicroStrategy product that lets MicroStrategy Desktop, Web, and Office users make use of features that slice and dice data in reports without re-executing. Enter the name of the color palette in Name. Use the Edit Links function to create a hyperlink to Target Report for each attribute. x for dashboard/dossier creation. NET): Program FilesCommon FilesMicroStrategy directory. Common Privileges. From the perspective of the report design process, a custom group is an object that can be placed on a template. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. MicroStrategy wants to ensure we provide the support. Search for users or add users by clicking on the add icon. For steps to create text fields, see Adding text and data to a document: Text fields. The Microcharts widget consists of compact representations of data that allow analysts to quickly visualize trends in data. 3. Defining Microcharts widgets. Related articles from the Community: Knowledge Base: List of MicroStrategy Web StatisticsUse MicroStrategy Web to create customized, interactive dossiers for exploring your business data. Hover the mouse cursor over the bottom edge of the layout frame until the shape of the cursor chages to expand-arrows, therefore expand the outer bottom border of the layout to change the. Right-click on a dossier. Click the name of a report to execute it. 5/62. Select the function to use to calculate data in the metric. 4. 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 and MicroStrategy Data Mining Services are all registered trademarks The Filter panel displays a list of all filters for the current chapter. SYMPTOM: In MicroStrategy 10. The type of prompt and the display style determine the style properties that are displayed; not all the properties in the following procedure will apply in every case. 3, 10. Click in the desired section of the Layout area. This KB article describes how to make the "My Account" button visible on the MicroStrategy Library page. g. Save the dashboard. and 10. To add a tooltip to a control. In the Objects panel, search for objects and drag them to the Editor panel. It offers an intuitive way to create and modify BI. Reference the image in the form of '. The dialog box for Options for PDFs opens. To create a multi-layout document In some business scenarios, it is required to design conditional count metric in Dashboard in MicroStrategy Web 9. 3448 views | April 09, 2021 01:06. Dossier’s intuitive, drag-and-drop interface enables you to display and explore your data in seconds. Visual information allows you to streamline the tasks required to create a polished dashboard. Source: MicroRooster. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. Click Save. The MicroStrategy ONE platform provides access to AI-powered workflows, unlimited data sources, cloud-native technologies, and unparalleled performance to speed up time from data to action. 4: Launch the Web Customization Editor. xlsx as an example data source. You can also import an existing document's layouts into another document; for more information, see Importing layouts into a document. !Restart your Web server; 5. Follow the upgrade order and recommendations outlined in this guide, in particular the The Upgrade Process Checklist. 3. x, the attribute must have an attribute form with syntax similar to the one shown below where Attribute_DESC_A is the attribute form that will be displayed in a grid and Attribute_DESC_B is the attribute form that is. Share. The Create New Attribute Form dialog box now appears. Knowledge Base: How to create a metric to calculate the difference for a same metric but two different attribute elements in MicroStrategy Visual Insight? Knowledge Base: How to create a Derived Transformation Metric using the MicroStrategy Java Web. Create a Dashboard in Visual Insight using the report and insert both attributes and metric into a grid visualization. To export a report while viewing it: Click the name of a report to display it. 2. For additional information on document analysis, including information on analyzing RS dashboards using MicroStrategy Web, see the Document and Dashboard Analysis Guide. Go to View > Sections. While database instances commonly point to a relational database, you. For more information, refer to the MicroStrategy Office. Visual information dashboards can be viewed in MicroStrategy Web or on an iPad with MicroStrategy Mobile. Proactive alerts and push notifications for both web and mobile users. The sample prompt is as show below. You can select a database instance only after it has been made available for Query Builder reports. Every request to a MicroStrategy Web product corresponds to a. Second, create an attribute that contains the longitude of each store and assign it the Longitude geo role. A swatch representing the color appears in the Palette colors pane at the bottom of the color picker. Repeat Step 4 and notice that the filter options no longer appear when clicking on the button: CAUSE. Display the dashboard as a Bar Chart. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Query Builder. xls format. After analyzing market trends in the industry, as well as the needs of most of our customers, MicroStrategy is announcing the end-of-life for the MicroStrategy Application for Windows and macOS, with MicroStrategy 2021 Update 10 being the last version available on the MicroStrategy download site. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. Create a Visual Insight dashboard and add the above cube as the dataset: 3. MicroStrategy Web (. MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. Query Builder provides an easy way to quickly access your ODBC data sources without having to write any SQL. In MicroStrategy Web 9. Use the following XSL applied to the report inserted in the HTML document to be embedded in an iFrame: XSL. This session was recorded live on. The New Grid dialog box opens. MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. 1, create a report with Customer Region, Customer State, and Profit. 4 - 10. These objects include attributes, custom groups, consolidations, and metrics. Add a Grid visualization from Report 1. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. 4. In the panel stack Properties and Formatting, set the 'Content Overflow' to 'Scroll', like shown below. In MicroStrategy, how to create a report that will dynamically show the distinct count of an attribute at different levels. To create a multi-layout document, you add a layout to a document. Outperform your competition. In a few minutes you will be able to leverage all analytics capabilities in your application. Follow the steps below to apply Custom Banding only on Attributes by using thresholds for specifing a unique color to all metric values: 1 – Click on the Threshold icon. Visualization shows the entire webpage, which appears. ANALYST VIDEOS & TUTORIALS. Sample code for a simple login page using LoginPage. Exit the Web Customization Editor. To create a Query Builder report. MicroStrategy Dashboards allow any user to seamlessly transform MicroStrategy reports into interactive dashboards! So you display governed, high quality, secure and contextual data using a state of the art data visualization interface. From the left, click Grid. Answer: Go with dossier. Select the function to use to calculate data in the metric. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data warehouse. With this in mind, you can build your. See Best practices for creating HTML dashboards: Analytics Module examples for examples from the Analytics Modules that demonstrate. In the following example, we will create a dashboard showing some common. Click any of the documents listed on the right side of MicroStrategy Web, to execute it and see the results. Dundas:. In MicroStrategy Workstation, there are three tabs that make up the user management section: Users, Groups, and Security Roles . Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Click the Widget tab. Create a New Document, then select the 01 Blank Dashboard template. Execute the Dashboard in Flash Mode, click on a bubble and then click on the panel stack selector, like shown below:This is a known issue in MicroStrategy Web 10. 1, 10. CONTENTS BookOverviewandAdditionalResources vi 1. In this tutorial I show you how to create a beautiful dashboard that incorporates the ESRI mapping widget. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 2. A user can click a hyperlink on an image or a text field to open a web page. The metadata is a central repository, which stores all the objects used by it. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dossier. Click on Dossiers in the left panel of Workstation. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data. Select Insert Metric and point to Percent To Total. Save the report as "Target Report". Click each color to add it to the color palette. Under 'Level…' choose the attribute. Follow the instructions in Creating Subscriptions. Data alerts work as a function of thresholding. Introduction to Attributes. How to Create a Filter within a Report: Embedded Filters. Unfortunately, the change introduces a behavior change from MicroStrategy 2019, where consumer users without this privilege can still toggle the Filter Panel in presentation mode, even when the dossier is saved with Filter Panel hidden. It also serves as a quick guide to the other. To open a document in MicroStrategy Web. For steps to create a panel stack, see the Dashboards and Widgets Creation Guide. Check the attached . Watch on. To use Natural Language Query, go to the Dossier Authoring interface (Web, Workstation, or Desktop), and click on the insight icon located at the top right corner: . Create, share, and maintain dashboards and dossiers. If installed over previous versions of the product, the folder remains the same. The Properties and Formatting dialog box opens. ; Click OK. Select the Show check box to ensure that the legend is displayed on the graph. 4. Create an Intelligent Cube, with Region, Category, Cost and Profit. To print a MicroStrategy Web report: 1. Select the Show check box to ensure that the legend is displayed on the graph. You can add multiple datasets. See Defining hyperlinks in documents. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. It can be achieved quickly and intuitively, within the existing dashboards, on the fly and without relying on IT. Each button can be configured differently and. This calculation can be aggregated from the Employee level to the Region level. Right-click the control and select Properties and Formatting. This is a known issue in MicroStrategy Web 9. The layouts can be renamed by right clicking them. KB248510. Two modes are available for the logging of statistics: Screen and File. If the Republish Cube option is not available, the dataset may have been imported from a MicroStrategy server and cannot be republished. To Create a Pie or Ring Chart. Administration. Create a new Visual Insight and add a report that contains an attribute to the dashboard. 98K. ), and execute Java programs. Knowlegde Base: KB258959: New feature for setting My Page as the default start page in MicroStrategy Web 10. Under 'Source tables', select a table and click 'Set as Lookup'. 4. View the orange Certified ribbon on the dossier. Finally in version 9. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. Use the following steps to reproduce this behavior in the MicroStrategy Tutorial project: Create a simple dashboard in MicroStrategy Web and insert an image. The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. javac, jikes, etc. ; On the Freeform Sources tab, select Create Transaction report. x ACTION: MicroStrategy will continue to investigate and post. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dashboard. Open MicroStrategy Developer 10. In free-form layout, we provide an intuitive way to let you visually “group” containers together. See the total is renamed. For steps to create database connections in MicroStrategy Web, see Creating Database Connections in Web. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a. Select the location and name. So firstly, source field. 1. A button allows a user to perform various actions by clicking, or tapping on it in Mobile. The MicroStrategy Library can be accessed via the MicroStrategy Library App available on the Apple Store (for iOS) and Google Play Store (for Android). Browse and incorporate these templates into your own data dashboards. Supports multiple element selections. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. You can also specify the interval or steps to use. Specify the threshold's conditions. If projects are distributed asymmetrically across the cluster, when you assign an event-triggered schedule to a project, make sure you trigger the event on all nodes on which that project is loaded. 1. In the Editor panel, right-click the attribute or metric for which you want to display subtotals. Using the Connector. In MicroStrategy Tutorial: Create a Report with Category, Subcategory, and Profit. Save the report in MicroStrategy Web 10. The New Grid dialog box opens. Click Save . x, users can import reports or entire modules from third-party Salesforce accounts to build MicroStrategy reports, visualizations, and dashboards via the Data Import tool. MicroStrategy makes it easy for you to create dashboards using its simple “drag-and-drop” feature. x. Create a new report with Category, Region and Year, and the Cost metric. If necessary, rename the panel of the panel stack created in step 2. Built on the open and flexible architecture of MicroStrategy Report Services™ as Report Services Template (RST) files, templates provide a quick and intuitive method for designing. Create a report with any attribute and any metric. In MicroStrategy Web, a user expands the levels to navigate to an object. There are several ways to create a Visual Insights dashboard from a prompted report. 4. The Export to Excel option will now appear. The steps below use objects from the MicroStrategy Tutorial project as an example. 8, 10. Create a second Report with Category, Item, and Revenue. If you click and drag in the section, you can size the image. 11, this visualization is provided out of the box. Each button can be configured differently and can achieve different actions. Dashboards, which are a type of document, provide a lot of interactive graphical features to enable exploration of the data at several levels of detail. Cramped details create too much visual overload. Click OK. To create an advanced threshold. Select Image from the Insert menu, or click the Image icon in the toolbar.