MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. Published: Jun 15, 2017 Last updated: May 17, 2023 Related versions: 10. After taking this course, you will feel comfortable in creating beautiful and rich dossiers (analytical dashboards) within minutes. Step 4) The Installation Status is displayed to the user as shown below. Create schema objects. Import MicroStrategy File. Powerful filtering options, with new visual filters. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. The steps below use objects from the MicroStrategy Tutorial project as an example. The report must be in either Grid view or Grid and Graph view. 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. This feature is not available when using Visual Insight dashboards. Create a custom subtotal with desired name in dataset report. Always upgrade the Intelligence Server before upgrading client applications such as MicroStrategy Web, Mobile, Library, and. Choose File > New Dossier. 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. This video shows 15 things I usually do when creating a dashboard. This tutorial video explains how to import data from a relational database as a Dataset into MicroStrategy Desktop. Display the report in either Graph View or Grid. Search for users or add users by clicking on the add icon. HTML documents are one method to create dashboards and scorecards, which are a group of related reports displayed together. Create a Dashboard in Visual Insight using the report and insert both attributes and metric into a grid visualization. The Image Source dialog box opens. How to create a report with a null column using metrics that are not based on facts in MicroStrategy? Symptom: The user would like to create a report with a metric that has an empty column. It becomes a part of the visualization. !Restart your Web server; 5. Each custom format can have up to four. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. create a derived metric named "Metric Selector". Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data. Import. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Visit the data visualization and data dashboard galleries for inspiration. Try it out by inserting a pivot table from the Insert Tab. ), and execute Java programs. Select the Dropdown Icon () on the right-hand side of the title bar. If DHTML is disabled, click the Go icon . Microstrategy Dashboard performance improvements steps: Many times, causes of poor performance can be simplified to specific components. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Design workflows, create content. Creating a multi-layout document. If installed over previous versions of the product, the folder remains the same. Transform your apps quickly and deliver a personalized analytics experience with unmatched performance for each user. MicroStrategy Web (. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. 4, 10. ! Click on the “Create” button;On the Graph menu, choose Preferences. MicroStrategy Web allows you to do this easily, simply by clicking the Print icon on the toolbar. To enable the Image Layout visualization in MicroStrategy Web 10. Visualization shows the entire webpage, which appears. 5 – Go to Background tab, set the. Datasets contain the data that appears on a dossier. A MicroStrategy document contains objects representing data coming from one or more reports, as well as positioning and formatting information. 4. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. 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. Each input object on the Transaction Services report needs a separate text field. Login to MicroStrategy Web ; Create a new VI dashboard and notice that the two properties are missing: CAUSE. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported. Please work with your network infrastructure department to ensure the optimum bandwidth and network. ; Enter the XQuery statement required to connect to the third-party. Pre-selecting an attribute element in a selector might. To import data from a Salesforce account, certain connectivity settings must be configured. Using a text editor, either open the LoginPage. Then modify each selector’s targets, one by one, in hierarchical order. Below are the steps to disable this default setting: Find dashboard template in Object TemplatesAnalysis New Dossier (New Dashboard). evt. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the. The following steps will create a set of 3 nested selectors. Selectors allow a user, in MicroStrategy Web, to. 4 – Click on the cell to enable the Format Cells editor. This will override the project level document. 1. Create an Intelligent Cube, with Region, Category, Cost and Profit. Enter the name of the color palette in Name. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. In the Objects panel, search for objects and drag them to the Editor panel. 26K. Create a Visual Insight dashboard and add the above cube as the dataset: 3. However, an enhancement request was logged for this feature. Learn to share exact chapter level filter state of the dossier by embedding a filter in the comments. The objects stored in the metadata are reusable. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. Submit your dossier and win. A visualization is a visual representation of the data in a dashboard, such as a grid, line chart, or heat map. Due to high interest to change this behavior to dynamically apply the fit width or fit page options upon next dashboard execution. 1 Log in to vote New Web feature - Add. x ACTION: MicroStrategy will continue to investigate and post. Run the Dashboard and now the two grids scroll. Click the Connect button to launch the connector. )Creating a 'Compound Grid' Description This tutorial steps through how to switch to a compound grid, add column sets within the compound grid, and a simple use case for leveraging this new visualization type. It also provides steps to create your first dashboard. 2 – Select the desired Metric. In a few minutes you will be able to leverage all analytics capabilities in your application. 4. In MicroStrategy Web 9. 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. mstr file. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. Add a Grid visualizations from Report 2. You can add multiple datasets. Type the pop-up text in the Tooltip field. The Slicing operation of a data set involves creating a smaller data set by filtering one dimension. x, Selector displays blank default answer if warehouse data changes and the original element is not available any more. After the creation of the card, follow the steps to certify it, allowing it to be shared with other users. This video tutorial demonstrates how to create an Agile dashboard from a classic report. A filter on a chapter also filters the data in any dataset objects (that is, attributes and metrics) in text fields on the chapter. 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. From the Tools menu, select View Filter. Select the function to use to calculate data in the metric. Hitachi Vantara. KB248510. In the dashboard, create a derived metric, RankBy using the Rank function based on profit for Top10. It shows many attributes grouped into separate visualizations. You can immediately begin sorting, pivoting, and filtering data. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Once the second report is successfully added, remove the first report that was added to the dashboard. In MicroStrategy Web 9. MicroStrategy Dashboard Templates facilitate dashboard design by providing you with preformatted customized templates. Log in to the MicroStrategy Tutorial sample project. Navigate to the appropriate location, name the file, and save it. Use Case 4. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single,. Create the report with 3 attributes and 1 metric. 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. Open Command Manager and type the following commands to execute the Intelligent Cubes. Click Save. 1 Update 5 Document Number: 09500941-5. Since the marketing team sent us a static CSV file, we will import it into our Excel workbook by copying and pasting it into the 'Data' sheet. To print a MicroStrategy Web report: 1. 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. Save the dashboard. Select Show Totals. More advanced Report Services Documents can be created to further utilize this feature as well. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with both prompts. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. This is not the same as creating visual insight dashboards; this is equivalent to creating dashboards the the developer desktop. From the MicroStrategy home page, click New Metric . MicroStrategy The MicroStrategy platform offers a complete set of business intelligence and analytics capabilities that enable organizations to get value from their business. 3. 2. Add the desired amount of datasets to the document. You can import business data from many different sources, including local files, databases, Google Drive, etc. blogspot. Open the Get Data menu and select the MicroStrategy Dataset connector under the Other category. The steps to create a dashboard in Microstrategy are as follows: Click on Create on the left side of the Microstrategy web application. TYPE: Custom Group. You can also drag objects from the Datasets panel. 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. WORKAROUND 1. Panel Stacks are a powerful tool used in dossier authoring to provide dynamic and rich insights while saving real estate on the canvas. Analysts and application architects can now leverage content within panel stacks to target and control additional visualizations on the dossier page. Open Workstation, go to Applications tab, right-click the affected application - if none applications are specified select " (Default) MicroStrategy" - and click edit. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. However, there is still a way for users to view back-end data in a Visual Insight dashboard. xlsx as an example data source. 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. I have made a metric selector to visualize on a board, using an attribute with the name of the metrics and a metric with a 'case', the selector works fine, but the values are unformatted, some idea. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Business purpose. 2. Design workflows, create content groups, or customize application components with the no-code framework. Type the following for the name: "Total for the #P #0". These RS dashboards include full interactivity, visualization, and data content. 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. ), and execute Java programs. You can select more than one dataset report to include on the document. To apply the same tooltip to every item in the graph, select the Labels and Values category. 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. In some business scenarios, it is required to design conditional count metric in Dashboard in MicroStrategy Web 9. Modern Design for Dashboards . Dossiers automatically adjust to look great on any screen. 2. MicroStrategy Web (. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. Step 3) Click ‘Install Addin’. In MicroStrategy Analytics Desktops 10. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. It is important to design the correct filter to retrieve the desired data. It also serves as a quick guide to the other. 0. Right-click the column (s) or row (s) to see displayed as percents of a total. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Design workflows, create content groups, or customize application components with the no-code framework. Show more. 4213 views | January 19, 2021 00:48. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB4100-812-0001. xml file in any text editor and enter the ESRI Map Key obtained from the section above into the configuration file between the <key> nodes, like shown below:The impact is limited to the 'browse all objects' option on dashboard in MicroStrategy Web 10. In a report, right-click an object and select Edit Links. In the Visualization Gallery, click Combo Chart to create a combination graph. 2 – Select the desired Metric. Select the type of widget from the Widget drop-down list. Plus, it connects business apps while integrating data. It also provides steps to create your first dashboard. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dashboard. 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. Click each color to add it to the color palette. This technical note describes how to create a sample prompt in MicroStrategy Tutorial Project. Click the Enterprise Reporting Documents folder. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). This issue is specific to MicroStrategy 9. . Presented during MicroStrategy World, learn how to build an interactive book of your business with an updated Visualization Gallery and enhanced. This calculation can be aggregated from the Employee level to the Region level. For steps to create database connections in MicroStrategy Web, see Creating Database Connections in Web. Creating Interactive Dashboards for your Data Version 9. 4. 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. In MicroStrategy, how to create a report that will dynamically show the distinct count of an attribute at different levels. 3. Ensure client browser settings are set accordingly so that the DashboardViewer. You can also select an existing template (see How to Create a Report Based on an Existing Template ). Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. For detailed steps to define alerts, including steps to. Launch MicroStrategy Web. See the total is renamed. Click Shared Reports. MicroStrategy provides an extensive library of visualizations and an intuitive drag-and-drop interface make it easy for users to build data discovery dashboards. Build beautiful, interactive dashboards with Dossier. In MicroStrategy Web, click the name of the report to run it. From the MicroStrategy home page, click New Metric . In the Datasets panel, click More to the right of the dataset you want to republish and choose Republish Cube. Dashboard Templates Overview. MicroStrategy Visual Insight was included with the standard user licenses, had a flash based engine and it was working only on web (and mobile). In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. In the Properties and Formatting window, click Button. There are several ways to create a Visual Insights dashboard from a prompted report. The evt parameter in the URL ( evt is short for “event”) specifies that event. 2. 1. 4 Learn how to. Go ahead and open a blank Excel workbook and start by creating two sheets named 'Data' and 'Dashboard'. 4. • Chapter 2, Importing Data into MicroStrategy Desktop describes how to import data into MicroStrategy Desktop, for use in creating dashboards. NET): Program FilesCommon FilesMicroStrategy directory. To create a Freeform SQL report. g. To hide the 'My Reports' link after the Administrator has enable this feature, users must follow the steps below: Log into MicroStrategy Web as a user with web administration privileges. 0 with the same name. Architect. import data into MicroStrategy Desktop, for use in creating dashboards. Here, you can add your URL/API link. It can be achieved quickly and intuitively, within the existing dashboards, on the fly and without relying on IT. Micro Strategy also supports mobile BI. A button allows a user to perform various actions by clicking, or tapping on it in Mobile. Now add the report created in Step 3 to the Dashboard. Then modify each selector’s targets, one by one, in hierarchical order. Intelligence Everywhere. 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. You can quickly create a dashboard from existing sources: reports, documents, and Intelligent Cubes. It also serves as a quick guide to the other. New features include data import, reusable dashboard and mobile apps, expanded mapping capability, and more Mobile enhancements. x-10. Contact MicroStrategy Technical Support for an update on this issue. For detailed instructions to print a document, see the MicroStrategy Web Help or the Document and Dashboard Analysis Guide. When a user is deleted in MicroStrategy Web, the user profile remains. The Properties and Formatting dialog box opens. 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. Select the location and name. To run your app, simply press the 'Run App' button in RStudio or use the shinyApp function. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. The Profit metric is a simple sum of the Profit fact. Create a Visual Insight dashboard and add the above cube as the dataset: 3. 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. Step 2: Create a new report that includes the User attribute, the other attribute that you wish to filter. 3. 2. In this brief video tutorial, Josef Timchenko of our Customer Education team explains how to make a custom or third-party visualization available for use in both MicroStrategy Web and MicroStrategy Desktop. Select Custom as the Category and create the format using the number format symbols listed in the table below. Business Line. The binary generated for this mode is different from the binary generated for PDF. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. x. 5. 1, create a report with Customer Region, Customer State, and Profit. 1 and 10. Configure all prompts to be Dynamically answered. Custom groups enable users to view specific elements based on a metric or specification. Quickly visualize data with out-of-the-box grids, graphs, charts, and maps. Select Insert Metric and point to Percent To Total. Create a new report with Category, Region and Year, and the Cost metric. . Note that this visualization might not auto-size when exporting via PDF. However, in MicroStrategy Web 10, this 'Link' property is no longer available for Intelligence cubesIt supports interactive dashboard, highly detailed reports, ad-hoc query, automated report dispute, and Microsoft Office integration. x. Document caching for dashboards and dossiers can be configured at the dashboard/dossier level using the ALTER DOCUMENT outline in Command Manager. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. x. A button allows a user to perform various actions by clicking, or tapping on it in Mobile. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dossier. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. 3, 10. For MicroStrategy Web, MicroStrategy Web Administrator, and MicroStrategy Mobile Server, pressing the F1 key opens the context-sensitive help for the web browser you are using. This enables developers to have a background color for the entire document and keep an aesthetic uniform look. Use the Edit Links function to create a hyperlink to Target Report for each attribute. Visualize Data Trends: Create intuitive visualizations to present data after it is parsed, structured and analyzed. Choose File > New Dossier. In MicroStrategy Tutorial: Create a Report with Category, Subcategory, and Profit. Then select any cell in the “ Tables ” worksheet and click OK. See the total is renamed. x does not exhibit the same behavior. MicroStrategy Web 10. Platform: Pentaho Platform. Click the Options icon . First, you open a blank document and select a report to use as the document's dataset. This tutorial will guide MSTR users to share dossiers through Web and Library. Using the cross-hairs, draw your button inside the panel stack. mstr file to. From the MicroStrategy Web Home page, click "Create" and choose "Custom Group". 6. Visual information dashboards can be viewed in MicroStrategy Web or on an iPad with MicroStrategy Mobile. Create a new derived attribute by. MicroStrategy makes it easy for you to create dashboards using its simple “drag-and-drop” feature. x Number of Views 989 KB309808: How to create a new Enterprise Manager 10. Select Export from Home menu, and then click PDF. Using the URL API to Access a MicroStrategy Web Page. Set the qualification on the "Revenue" metric, which is a rank on the top ten, and where the output level is the. Use the following steps to reproduce this behavior in the MicroStrategy Tutorial project: Create a simple dashboard in MicroStrategy Web and insert an image. Besides data from different sources, we can also add data from web in a MicroStrategy report. 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. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. In the Source area, select a database instance for the database to access using Freeform SQL. The steps below describe how to do this. 3/5 videos | 8M 22S total runtime. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. Enter the name of the color palette in Name. In MicroStrategy Developer, from the File menu, select New, and then choose Report. Dossiers. This section describes the ODBC standard for connecting to. The product offers a range of capabilities for big data integration and data preparation. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. You can quickly create a dashboard from existing sources: reports, documents, and Intelligent Cubes. Overview. To open a document in Design Mode, from a folder, right-click the document and select Edit. Dynamic Custom Group in Dashboards or Dossiers. 3. 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'. While there is not a method to rename the "Total" that comes integrated in MicroStrategy Web 10. 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. Create a report with: When you execute and view a report in MicroStrategy Web, the interface allows you to manipulate and explore the report data you are viewing. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. The Excel File will contain only the selected Grid Object data from the Document. 3448 views | April 09, 2021 01:06. We’re here to help you align the future of AI/BI technology with your company vision. In MicroStrategy Web, select “Upload MicroStrategy File,” then select the. Click Add Condition in the View Filter section to add your filter. x, the same option can be enabled by following the steps below: 1) Right mouse click on the graph and select the Format Graph option: 2) In the left side, select the Format menu option, so in the right. Workstation is the only space for analysts and app architects to build and manage content of all types. Manage Datasets. Select a dashboard template when prompted. A visualization is a visual representation of the data in a dashboard, such as a grid, line chart, or heat map. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. An RS dashboard is commonly only one page long, is intended to be viewed online, and usually provides interactive. NET): Program FilesCommon FilesMicroStrategy directory. Powering. To open the demo visualization in MicroStrategy Desktop, double click the . In the Detail Header section, add a panel stack by clicking Insert. Click Add a Palette. Select the name of the series to define tooltips for a single series. Sample code for a simple login page using LoginPage. Review the Readme for a complete list of new products, new features, and updates in MicroStrategy. Create a report with any attribute and any metric. MicroStrategy provides an extensive library of visualizations and an intuitive drag-and-drop interface make it easy for users to build data discovery dashboards.