Click Shared Reports. Document caching for dashboards and dossiers can be configured at the dashboard/dossier level using the ALTER DOCUMENT outline in Command Manager. Click the Options icon . A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported. The following steps can be used to concatenate two attribute forms. In MicroStrategy Web 9. Enter the name of the color palette in Name. 4. Related articles from the Community: Knowledge Base: List of MicroStrategy Web Statistics Use MicroStrategy Web to create customized, interactive dossiers for exploring your business data. Go to Web and open New Dossier template-->File-->Dossier Properties -> Join Behavior-->Uncheck the setting-->Save and close the template. 11?; Knowledge Base: Annotate. com Twitter: @MicroRoosterFormat: A MicroStrategy Online Training Video blog. Web modify the list of report objects (use object browser --all objects) Web Professional. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. For the other types of output, MicroStrategy Office and MicroStrategy Web in DHTML mode, the Intelligence Server generates XML. The Document Editor has multiple toolbars you can use to access different document features. To export a report while viewing it: Click the name of a report to display it. The following steps will add a toolbar item in MicroStrategy Visual Insight Dashboards using the MicroStrategy Web SDK 10. Excel: This allows the user to export the document to Microsoft Excel in . From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. Enter the name of the color palette in Name. The Profit metric is a simple sum of the Profit fact. 2. 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. This functionality is by design. Advanced Apps. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. If the visualization is set to filter targets when selecting elements of a Custom Group, the dashboard will render as a blank white screen after execution. As of February 18th, 2021, there is a difference between the current behavior and the expected behavior when it comes to accessing the different tabs. Create a new Document in MicroStrategy Web 9. Description: In this MicroStrategy tutorial for beginners video, you will learn MicroStrategy from scratch, starting with a comprehensive introduction, MicroStrategy installation, how to create filters, prompts and metrics. 3. We drag the attributes product - Subcategory and Shipping cost - to the rows box. Select the Show check box to ensure that the legend is displayed on the graph. Review the Readme for a complete list of new products, new features, and updates in MicroStrategy. You can immediately begin sorting, pivoting, and filtering data. Show more. For steps, see Starting MicroStrategy Web. 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. Salesforce Reports Homepage. After the creation of the card, follow the steps to certify it, allowing it to be shared with other users. The Custom Group Editor appears. Follow the steps below to create a prompt of Attribute Element List based on a date attribute to select multiple elements using the Calendar layout in MicroStrategy Mobile App 9. 3. This technical note is part of How to troubleshoot Dashboard Performance document that can be found in KB19625: Dashboard performance troubleshooting. To open the demo visualization in MicroStrategy Desktop, double click the . On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Query Builder. x, a workaround is available below: STEPS TO FOLLOW: 1. 4 the following custom plugin must be created using the MicroStrategy SDK 10. In MicroStrategy Web, open the document in Design or Editable Mode. 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. Get the basics down. 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. Before Customization: After Customization: Launch the Web Customization Editor. Add, rearrange, or remove data from a visualization in a dossier. Users may create and share data-driven dashboards, reports, and visualisations using real-time performance monitoring and predictions to provide real-time performance. 1, users could right click an Intelligence cube to create a URL API call that would allow users to automatically create a Visual Insight dashboard using that same cube. Click on the grid visualization to which you want to add subtotals. 8 a new set of options was introduced in MicroStrategy known as feature flags. Panel Stacks are a powerful tool used in dossier authoring to provide dynamic and rich insights while saving real estate on the canvas. You can create an alert-based subscription using the Alerts Editor in Web. 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. 4. Open a new or existing dossier. For information on connecting to databases, see Connect to Databases. To create a multi-layout document, you add a layout to a document. Create and edit database instances and connections. Share. x, with the Intelligence Server running on Linux, the. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. For example, if you do not have administrative privileges, you do not see the Administration menu. Use the following steps to reproduce this behavior in the MicroStrategy Tutorial project: Create a simple dashboard in MicroStrategy Web and insert an image. Select 'Export to Excel' to generate a new Excel document. x does not exhibit the same behavior. The steps below use objects from the MicroStrategy Tutorial project as an example. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. 6K views 5 years ago. This is not the same as creating visual insight dashboards; this is equivalent to creating dashboards the the developer desktop. To apply the same tooltip to every item in the graph, select the Labels and Values category. Go ahead and open a blank Excel workbook and start by creating two sheets named 'Data' and 'Dashboard'. The options listed below appear only if you have executed a report or document or browsed through a project folder before opening the General preferences page: Last document; Last folder; Last report; Color Theme: Select the color theme you want to use to display MicroStrategy Web. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. In the dashboard, create a derived metric, RankBy using the Rank function based on profit for Top10. 4. The condition is based on either an attribute or metric. 2 In the Input field, type the address to. For example, you can: Designing and creating documents: An overview. Business purpose. MicroStrategy provides ETL, data warehousing and data mining for data analysis. Go to View > Sections and notice how 'Body' is the only section checked, as shown below: Check 'Page Header' then uncheck 'Body and click 'OK'. 4. ANALYST VIDEOS & TUTORIALS. Each flag contains a new feature(s). GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 2 Openingareport 6 Componentsofareport 7Real-time dashboards are about tracking current activity. However, an enhancement request was logged for this feature. In MicroStrategy 10. Check out the video below to learn more! Click Create New and choose Report. 1) Create a new dashboard, insert a panel stack and fill its background with the desired color, as shown: 2) Insert the Microchart Widget, add to it two attributes and seven metrics: 3) Run the dashboard in Flash view mode. 4213 views | January 19, 2021 00:48. 3. In Flash Mode in MicroStrategy Web, the Grid/Graph displays as this type of widget. If you used the Blank Dashboard template to create the document, only one section is displayed. The New Grid dialog box opens. Create a new plug-in and give it a meaningful name: ImageLayoutPlugin (a sample plugin is attached to this article). MicroStrategy Web (. Business Line. A swatch representing the color appears in the Palette colors pane at the bottom of the color picker. When a user logs into MicroStrategy Web, there are two timeout settings which come into play. How to Create a Filter within a Report: Embedded Filters. Save the dashboard. x, the option to show data labels can be found in the graph properties as shown below: In MicroStrategy Web 9. Delivery mechanism. Visualization Disclaimer. Each input object on the Transaction Services report needs a separate text field. Learn how to create insightful and interactive dashboards using MicroStrategy. To see sample dashboards in MicroStrategy Web Log in to the MicroStrategy Tutorial sample project. TL;DR: It's true often you can do a thing in desktop, but you can't do it in MicroStrategy web, or vice versa. Manage Datasets. 4. 1. Answer: Go with dossier. 2. Add a Grid visualization from Report 1. Under 'Level…' choose the attribute. How to create an Information Window that can be triggered with a neutral button in Flash mode in MicroStrategy Web 9. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. . Multi-tenancy and tailored data experiences with object-based semantic graph. In MicroStrategy Developer, choose File > New > Report. However, the SQL used to execute the report can still be viewed and obtained. The New Document dialog box opens, showing a selection of pre-generated document templates. Platform: Pentaho Platform. x platform. Once you select the data from the source, the data is automatically added to an interactive grid. Visualization Disclaimer. Right-click an object in the Grid/Graph and select Edit Links, as shown below: The following link editor opens: Click New to create a new link. Create a document using these two reports as datasets. For detailed steps to define alerts, including steps to. To open a document in MicroStrategy Web. In the Based On list, select the object to base the threshold on. The MicroStrategy Library can be accessed via the MicroStrategy Library App available on the Apple Store (for iOS) and Google Play Store (for Android). The following table lists folders and files of interest that are included in the default directory structure after an installation of Developer. If an element is set to be the default prompt answer, it will be linked in the dashboard's definition xml file, even the. Follow the upgrade order and recommendations outlined in this guide, in particular the The Upgrade Process Checklist. 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. You can immediately begin sorting, pivoting, and filtering data. There are two ways to insert an image through MicroStrategy Web interface directly: 1. MicroStrategy provides an extensive library of visualizations and an intuitive drag-and-drop interface make it easy for users to build data discovery dashboards. For this check an attribute search is. The default display for graph reports in MicroStrategy Web is to split a graph into multiple pages. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. To Create a Transaction Services Report. MicroStrategy - Creating a Dashboard. 4 - 10. The graph option 'Show Total' does not display for Vertical Bar: Stacked graphs in dashboards in Flash Mode in MicroStrategy Web 9. 2 – Select the desired Metric. Specify the threshold's conditions. 1; Knowledge Base: KB322942: How to Create a Link to the Default MicroStrategy Web Home Page When a Different Default Start Page Is Configured in Web Preferences in MicroStrategy Web 9. Using the Connector. 2. Click on MicroStrategy. Type the following for the name: "Total for the #P #0". Displaying a list of selected elements in a Document or Dashboard can be easily accomplished using the ConcatAgg function. 6, 10. Hitachi Vantara. Live 360-Degree View of Data: Stay in the loop about crucial business insights. 3. To set a particular report to be the default start page in MicroStrategy Web, complete the following steps: Execute the report to be set as the default start page in MicroStrategy Web. 04K subscribers. Select Custom as the Category and create the format using the number format symbols listed in the table below. A visualization is a visual representation of the data in a dashboard, such as a grid, line chart, or heat map. Create RS dashboards in Flash that can be used even when disconnected from the network. These can be VERY handy for automating your data into a call to action for your users! We will setup a threshold alert on a metric value and set it on a schedule for 5 minutes. This icon becomes visible when you point to the name of the report or document. Creating Interactive Dashboards for your Data Version 9. 11, this visualization is provided out of the box. See the total is renamed. 6. A preview of the. Defining Microcharts widgets. Dossier’s intuitive, drag-and-drop interface enables you to display and explore your data in seconds. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence. Add the two grids to the panel stack next to each other. Create metric in Dashboard with #2~#3 and save the metric as "End of month Revenue - Created in VI" 12. Intelligence Everywhere. o To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dashboard . 26K. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. KB42225: How to create a distinct count subtotal from base report in MicroStrategy Web. x To use the report as a data mart report, from the Data menu, select Configure Data Mart. Micro Strategy also supports mobile BI. 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. In the Operator list, select a comparison operator (Greater Than, Less Than. 4. Once you’ve created one or more views on different sheets in Tableau, you can pull them into a dashboard in two simple steps: Step 1: Open a dashboard sheet: select Dashboard from menu, then New Dashboard. A button allows a user to perform various actions by clicking, or tapping on it in Mobile. The Subtotals dialog box opens. Dossiers. If you click and drag in the section, you can size the image. It also provides steps to create your first dashboard. Learn more. • Chapter 2, Importing Data into MicroStrategy Desktop describes how to import data into MicroStrategy Desktop, for use in creating dashboards. Freeform SQL and Query Builder provide two alternative methods to access your data and begin analysis with MicroStrategy. Open the Get Data menu and select the MicroStrategy Dataset connector under the Other category. Note: More elaborate programs will require additional library files and are out of the scope of this document. MicroStrategy Web or Mobile Server is the third tier, which submits reports to the clients. You can quickly create a dashboard from existing sources: reports, documents, and Intelligent Cubes. Using the cross-hairs, draw your button inside the panel stack. Advanced visuals, branding colors, and open APIs for unlimited customization. Custom groups enable users to view specific elements based on a metric or specification. Change Journaling is enabled by default since MicroStrategy version 10. 1, create a report with Customer Region, Customer State, and Profit. x ACTION: MicroStrategy will continue to investigate and post. The layouts can be renamed by right clicking them. Reference the image in the form of '. The Report Data Mart Setup dialog box opens, as shown below: On the General tab, from the Data mart database instance drop-down list, select a database instance for the data mart table that will be created. you will also be able to analyze, transform and clean the data within Microstrategy. NET): Program FilesCommon FilesMicroStrategy directory. CAUSE: This has been clasified as a defect in MicroStrategy Web 9. The steps below describe how to do this. How to show hidden objects? In the Datasets panel, click the arrow icon in the top right. In the following example, we will create a dashboard showing some common. 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. Show more. Selector: The objective of a summary page is to design a dashboard that meets 80% of user needs, and at the same time, provides enough flexibility for the viewer to explore more. Summary: Provides an overview of all of the areas in MicroStrategy Web, and a. Type the pop-up text in the Tooltip field. Plus, it connects business apps while integrating data. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Dossiers. A mobile dashboard is a data analytics tool used to track important key performance indicators (KPIs) and display them visually on a mobile device. Additionally, this will prevent any blank spaces when having multiple objects in a dashboard. Below are the steps to disable this default setting: Find dashboard template in Object TemplatesAnalysis New Dossier (New Dashboard). Published: Jun 7, 2017. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. Click the Widget tab. Now explore the schema attribute in MicroStrategy's Workstation which allows you to create and edit the attributes such as facts, logical tables, metrics inside your workstation. 4. MicroStrategy has a metadata-driven architecture. 98K. Learn how to create a Hyper card in MicroStrategy Workstation. 0 with the same name. Always upgrade the Intelligence Server before upgrading client applications such as MicroStrategy Web, Mobile, Library, and. It shows many attributes grouped into separate visualizations. A filter on a chapter also filters the data in any dataset objects (that is, attributes and metrics) in text fields on the chapter. Two modes are available for the logging of statistics: Screen and File. Start Power BI Desktop. Watch on. 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. If the document is already open in Design Mode, click the Editable Mode icon . 5, 10. Reports. Custom groups enable users to view specific elements based on a metric or specification. The selections you make in the Filter panel affect every visualization in the current chapter in the dossier. This configuration applies when the prompt is executed in MicroStrategy Web only. Browse to the esriConfig. You can create queries to be run against imported database tables, which allows you to begin reporting and analyzing with MicroStrategy without performing the project creation step of modeling attribute and fact schemas. How to Create a Filter within a Report: Embedded Filters. 1, 9. For steps, see Starting MicroStrategy Web. Analysts and application architects can now leverage content within panel stacks to target and control additional visualizations on the dossier page. This video presents some of the new enhancements in MicroStrategy Desktop/Web 10. This issue was reviewed by our Technology team for feasibility and will not be scoped for a code fix in any upcoming MicroStrategy release. The following dashboard, designed and built using MicroStrategy and Vitaracahrts, was created as a part of a challenge conducted by Maven Analytics to showcase Unicorn companies' data worldwide. Two modes are available for the logging of statistics: Screen and File. Click Advanced, then New to create a custom subtotal. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy. Cards. Selectors allow a user, in MicroStrategy Web, to. For examples of how these properties affect the display of the prompt in MicroStrategy Web, see the Advanced Reporting Guide. New features include data import, reusable dashboard and mobile apps, expanded mapping capability, and more Mobile enhancements. On the Vertical dropzone add one metric, in the Horizontal dropzone add 2 attributes. Second, create an attribute that contains the longitude of each store and assign it the Longitude geo role. Dynamic Custom Group in Dashboards or Dossiers. mstr file. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. The video also covers MicroStrategy web and MicroStrategy web dashboards in detail. To import data from a Salesforce account, certain connectivity settings must be configured. Create an Intelligent Cube, with Region, Category, Cost and Profit. The Properties dialog box opens. Right-click the Button, then select Properties and Formatting. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. Starting in 10. The user double-clicks an object to add it to the Selected list. 2. You can select more than one dataset report to include on the document. As of MicroStrategy 10. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. We’ve evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories. MicroStrategy Desktop provides the ability to connect to a wide variety of relational databases such as Oracle, SQL Server, MySQL, Teradata, SAP HANA, Netezza, IBM Db2, Microsoft Access, etc. The Drill - Advanced pane is displayed. See Best practices for creating HTML dashboards: Analytics Module examples for examples from the Analytics Modules that demonstrate. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. Run the Dashboard and now the two grids scroll. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. In some business scenarios, users may wish to create a prompt to order the date from ‘StartDate’ to ‘EndDate’ (Between Day1 and Day2) as one prompt/index in MicroStrategy Web. x. Dynamic Custom Group in Dashboards or Dossiers. Analysis and workflow. From the Home menu, select Export. 1 Hotfix 1. Views 1538. 3. Get inspiration at the MicroStrategy data dashboard gallery. Clear the Totals check box to remove the standard subtotals. 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. Right mouse click on the report and choose "Create dashboard" 3. MicroStrategy Web allows you to do this easily, simply by clicking the Print icon on the toolbar. More advanced Report Services Documents can be created to further utilize this feature as well. Type a title in the Title field. x. Click OK. jsp is shown below: Copy. A dashboard is a group of visualizations that you may apply to monitor your data. Browse and incorporate these templates into your own data dashboards. Click Insert Visualization to add a new, blank visualization to the dossier. 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. For information on creating a Map widget, see the MicroStrategy Web Help. However, In this instance only two datasets will be utilized, in order to create a separate worksheet for each dataset. A user can click a hyperlink on an image or a text field to open a web page. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dashboard. Then modify each selector’s targets, one by one, in hierarchical order. 5 – Go to Background tab, set the. Save the dashboard. The selections you make in the Filter panel affect every visualization in the current chapter in the dossier. You can also drag objects from the Datasets panel. MicroStrategy offers a robust data analytics solution for individuals: MicroStrategy Desktop. In the top toolbar, click Insert Visualization . Click Advanced, then New to create a custom subtotal. Click Add a Palette. 4. Select or multi-select users as recipients of the dossier. Note that this visualization might not auto-size when exporting via PDF. ACTION: Follow these steps to be able to set a Dossier/VI Dashboard as the Default Start Page for MicroStrategy Web: Execute the Dossier you want to set up as the Default Start Page. x. Administration. In MicroStrategy Web, open the document in Design or Editable Mode. Follow these steps to reproduce the issue in a MicroStrategy Tutorial Project. After taking this course, you will feel comfortable in creating beautiful and rich dossiers (analytical dashboards) within minutes. The sample prompt is as show below. MicroStrategy Workstation Become a More Intelligent Enterprise Whether you're working with dossiers, cards, documents, or managing an entire intelligent enterprise, Workstation empowers you to do everything from one place. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dossier. 1, since the new Presentation Mode in MicroStrategy Web 10. A visualization can be set to filter other visualizations on a Visual Insight dashboard in MicroStrategy Web 9. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. How to Create a Dashboard in MicroStrategy Analytics Enterprise v9. For steps to create an Object prompt, see Filtering data based on metrics, attributes, or other objects: Object prompts. 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. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. and the new filter created in Step 1. The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. Before Customization: After Customization: Launch the Web Customization Editor. Right-click the column (s) or row (s) to see displayed as percents of a total. First, create an attribute that contains the latitude of each store and assign it the Latitude geo role. Select a dashboard template when prompted. The following steps outline how to accomplish this: 1. Enter a Form name and Description. To create an advanced threshold. x: 1 - In MicroStrategy Web create a new Attribute Element List prompt: 2 - Select a Data attribute: 3 - In the Style tab, select the Calendar style, as shown:When creating new derived metric in a Report, Document or Dashboard in MicroStrategy Web, it is not displayed in a list of available metrics when creating another derived metric as in the screenshot below: STEPS TO REPRODUCE: 1. With this in mind, you can build your. NET): Program FilesCommon FilesMicroStrategy directory. Knowlegde Base: KB258959: New feature for setting My Page as the default start page in MicroStrategy Web 10.