See the total is renamed. 4 – Click on the cell to enable the Format Cells editor. 2, 10. x platform. Open Command Manager and type the following commands to execute the Intelligent Cubes. 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. Hyperlinks work in Express Mode, Interactive Mode, and Editable Mode in 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. You may generate different dashboards for different purposes, such as: A dashboard for tracking sales performance; A dashboard for monitoring customer satisfaction To Create a Report from Scratch. This session was recorded live on. Link to a web page for a document viewed in any mode except PDF View. It also provides steps to create your first dashboard. Save the above report as prompted with some default answers - choosing the first two customer elements. To export a report while viewing it: Click the name of a report to display it. x for dashboard/dossier creation. We’re here to help you align the future of AI/BI technology with your company vision. WORKAROUND 1. 4. Source: MicroRooster. Purge the Web caches again as in step 3. To enable totals or subtotals for a metric. x and edit it within Design Mode . This editor contains the "Condition" field by default, so you are able to select your filter normally from the list. It also serves as a quick guide to the other. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. 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. To Create and Save a Dossier. . 1 Log in to vote New Web feature - Add. 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. The product offers a range of capabilities for big data integration and data preparation. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. A visualization can be set to filter other visualizations on a Visual Insight dashboard in MicroStrategy Web 9. 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. 3. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with both prompts. 3. Freeform SQL and Query Builder provide two alternative methods to access your data and begin analysis with MicroStrategy. Right-click on the dossier once again. Pre-selecting an attribute element in a selector might. Navigation menu The key differentiator from business dashboards is that mobile dashboards are built with the mobile user in mind. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. From the MicroStrategy home page, click New Metric . Dashboard Templates Overview. Description: A short demo describing how panels, l. MicroStrategy Web allows you to do this easily, simply by clicking the Print icon on the toolbar. The Subtotals dialog box opens. o To open the demo visualization in MicroStrategy Desktop or Workstation, double click the . To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. You can share a dashboard through email, by linking to the dashboard, or by embedding the dashboard in a web page. Consider the data set, All-Sales, which contains the following dimensions −. 8, 10. In the Operator list, select a comparison operator (Greater Than, Less Than. To accomplish this, the first step is to turn ON this feature by selecting "Create Intelligent Cubes by database connection" in the Project Configuration editor (screenshot below). 2. Creating Interactive Dashboards for your Data Version 9. Presented during MicroStrategy World, learn how to build an interactive book of your business with an updated Visualization Gallery and enhanced filter options. Visualization Disclaimer. Locate the Drill panel. Step 1: Create a filter that sets a user attribute equal to the System Prompt "User Login". Design workflows, create content groups, or customize application components with the no-code framework. Move the template to the Public Objects-->Reports. Description: Hitachi’s Pentaho analytics platform allows organizations to access and blend all types and sizes of data. 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. Then select Configure actions on this button. Platform: Pentaho Platform. For information on creating a Map widget, see the MicroStrategy Web Help. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Each button can be configured differently and can achieve different actions. Create a new Document in MicroStrategy Web 9. Get inspiration at the MicroStrategy data dashboard gallery. Related products: Lumada Data Services, Pentaho Data Integration. Client rendering time greatly relies in the amount of XML that needs to be parsed. Select the location and name. SYMPTOM: When setting the graph option 'Show Total' in a dashboard, if the graph is a Vertical Bar: Stacked graph, the totals do not display in MicroStrategy Web 9. 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. After the creation of the card, follow the steps to certify it, allowing it to be shared with other users. It becomes a part of the visualization. Display the dashboard as a Bar Chart. In the Editor panel, right-click the attribute or metric for which you want to display subtotals. MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy. Besides data from different sources, we can also add data from web in a MicroStrategy report. g. For steps to create an Object prompt, see Filtering data based on metrics, attributes, or other objects: Object prompts. Second, create an attribute that contains the longitude of each store and assign it the Longitude geo role. 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. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. After taking this course, you will feel comfortable in creating beautiful and rich dossiers (analytical dashboards) within minutes. Use all three prompts above as the report filter. x. Intelligence Everywhere. 1. To open the demo visualization in MicroStrategy Web, choose Create -> Upload MicroStrategy File -> View Dashboard. 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. javac, jikes, etc. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. Check out the video below to learn more! Click Create New and choose Report. It can be achieved quickly and intuitively, within the existing dashboards, on the fly and without relying on IT. It may be useful to show the raw data around these events in the form of a ticker, scroll or detailed table. When you create a document, you can specify the data that appears, control the layout, formatting, grouping,. Use the reports and dashboards to get a better feel for platform. This will open the app in a web browser or a separate window,. 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. Data alerts work as a function of thresholding. Steps for MicroStrategy Web 9. From there, if you were to close the Dossier and go to the Web Preferences (because you cannot access the Web Preferences directly), you would not. Published: Dec 28, 2017. KB483058: How to show distinct total value via setting distinct subtotal with across. A button allows a user to perform various actions by clicking, or tapping on it in Mobile. In the following example, we will create a dashboard showing some common. Save the report as "Target Report". Click Add a Palette. Hitachi Vantara. mstr file to. Learn dashboard basics. We drag the attributes product - Subcategory and Shipping cost - to the rows box. Point to Show Hidden Objects. !Restart your Web server; 5. In this video, with MicroStrategy experts, learn the steps to configure a document as the default landing page when accessing a project through MicroStrategy. MicroStrategy - Creating a DashboardAlternatively, instead of creating conditional metrics inside a dashboard, you can create them as standalone objects in the folder structure. Click the name of your report to execute it. How to Create a Dashboard in MicroStrategy Analytics Enterprise v9. To create a multi-layout document In some business scenarios, it is required to design conditional count metric in Dashboard in MicroStrategy Web 9. Ensure that the correct panel will be displayed when the user initially views the Report Services (RS) dashboard. In MicroStrategy Developer, choose File > New > Report. 5, 10. 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. Always upgrade the Intelligence Server before upgrading client applications such as MicroStrategy Web, Mobile, Library, and. Instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. The simplest way to design nested or cascading selectors is to design the entire dashboard first and leave the creation of the selectors to the very end. In this case, IIS is configured to port 80. From the File menu select New, and then Report. 2. To create a Query Builder report. 963. The steps below describe how to do this. 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 MicroStrategy Web, select “Upload MicroStrategy File,” then select the. Introduction to Dossier Authoring. 3/5 videos | 8M 22S total runtime. Step 2: Add views to your dashboard by dragging sheets onto the dashboard. Create a report with Category, and Revenue; 2. ; On the Freeform Sources tab, select Create Transaction report. As of MicroStrategy 10. 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. 03K. Creating a multi-layout document. Designed for Platform Administrators and Systems Administrators, this session will share configuration best practices for deploying SSL connections for MicroStrategy Library and MicroStrategy Collaboration servers so that you can enhance how you protect your web-based environments. In the Detail Header section, add a panel stack by clicking Insert. It is important to design the correct filter to retrieve the desired data. Click New Threshold. This tutorial will guide MSTR users to share dossiers through Web and Library. 1 Update 5 Document Number: 09500941-5. Visualization Disclaimer. x, the option to show data labels can be found in the graph properties as shown below: In MicroStrategy Web 9. 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. Method 2: Document with a Grid without the Grid Title Bar. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. You can share a dashboard through email, by linking to the dashboard, or by embedding the dashboard in a web page. 1. 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. The Subtotals dialog box opens. In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. Proactive alerts and push notifications for both web and mobile users. 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. 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. For example, you can: Designing and creating documents: An overview. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Each custom format can have up to four. Select Navigate to this URL. In the Source area, select a database instance for the database to access using Freeform SQL. 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. 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. Please work with your network infrastructure department to ensure the optimum bandwidth and network. How to show hidden objects? In the Datasets panel, click the arrow icon in the top right. /images/image_name' as shown below. 1, 9. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. x, no data is returned on the grid when a geo-attribute is directly added to a Dashboard via Web using the 'browse all objects' option. Add a Grid visualizations from Report 2. You are a financial analyst and want to build a grid to analyze each region’s performance across different set of products, like home equity loans and certificates of deposit, all in the same view. To open the demo visualization in MicroStrategy Desktop, double click 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. x. 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. Click the name of a report to execute it. Select the type of widget from the Widget drop-down list. To see sample dashboards in MicroStrategy Web Log in to the MicroStrategy Tutorial sample project. The Slicing operation of a data set involves creating a smaller data set by filtering one dimension. In MicroStrategy Developer, choose File > New > Report. 6, 10. x. Number of Views 7. Create, deploy, and. Click on the grid visualization to which you want to add subtotals. Every 5 minutes, MicroStrategy will check for the threshold and. Create a New Document, then select the 01 Blank Dashboard template. Schema objects: Schema objects are generally created by a project designer and include such things as facts, attributes, hierarchies, and transformations. 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. Right-click the control and select Properties and Formatting. Create a Dashboard in Visual Insight using the report and insert both attributes and metric into a grid visualization. 6K views 5 years ago. You can determine how the widget is displayed in different MicroStrategy Developer views and MicroStrategy Web modes, as outlined in the steps below. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data. RMC on Revenue and choose Insert -> Percent to Total -> Grand Total to create the Contribution (%) metric;You should consider the following parameters while you design an HTML dashboard: Target audience. Common Privileges. Watch on. The steps to create a dashboard in Microstrategy are as follows: Click on Create on the left side of the Microstrategy web application. MicroStrategy Web (. 3. 0 with the same name. 4. It supports web browsers and mobile devices. 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. Enter a name for the custom group in the Enter Custom Group Name Here field. Click the Options icon . Knowlegde Base: KB258959: New feature for setting My Page as the default start page in MicroStrategy Web 10. To see sample dashboards in MicroStrategy Web. 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). Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. You can also select an existing template (see How to Create a Report Based on an Existing Template ). Using a text editor, either open the LoginPage. The Preferences dialog box opens. import data into MicroStrategy Desktop, for use in creating dashboards. • 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. 4. The sample prompt is as show below. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Change Journaling is enabled by default since MicroStrategy version 10. Add an attribute element prompt on Month. For steps, see Starting MicroStrategy Web. <xsl. 11. Custom number formatting symbols. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Query Builder. You can immediately begin sorting, pivoting, and filtering data. ; On the Freeform Sources tab, select Create Transaction report. View the orange Certified ribbon on the dossier. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. Repeat Step 4 and notice that the filter options no longer appear when clicking on the button: CAUSE. It is used to format data from multiple reports in a single display of presentation quality. Each button can be configured differently and. 4. 4. If the document is already open in Design Mode, click the Editable Mode icon . 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. Design workflows, create content groups, or customize application components with the no-code framework. 2. 0 SYMPTOM The following steps would allow users to create an information window that is triggered by clicking on a neutral “button”. In MicroStrategy Analytics Desktops 10. MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. 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. MicroStrategy Web: MicroStrategy Web is the user interface for accessing and interacting with reports, dashboards, and analytics. Seamlessly connect to data sources and design personalized applications for every user—on any device. To see sample dashboards in MicroStrategy Web Log in to the MicroStrategy Tutorial sample project. A dashboard is made up of multiple visualizations. Answer: Go with dossier. The selections you make in the Filter panel affect every visualization in the current chapter in the dossier. The user double-clicks an object to add it to the Selected list. CAUSE: This is a known issue in MicroStrategy Web 10. MicroStrategy has a metadata-driven architecture. 1. When there is a dataset cache with the same prompt answer for the one existing only in the Target document, the target document gets executed with the dataset cache even though the prompt answers to the common prompts -- in this case, Category, Subcategory, Item --. 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. mstr file. In the venture capital industry, the term unicorn refers to any startup that reaches the valuation of $1 billion. Select Insert Metric and point to Percent To Total. Due to high interest to change this behavior to dynamically apply the fit width or fit page options upon next dashboard execution. . This video presents some of the new enhancements in MicroStrategy Desktop/Web 10. Author: Intellipaat. In MicroStrategy 10. 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. When a user logs into MicroStrategy Web, there are two timeout settings which come into play. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Dossiers. Add the metric into Visualization. Go ahead and open a blank Excel workbook and start by creating two sheets named 'Data' and 'Dashboard'. Dossier offers element/value selectors, attribute/metric. Open the Get Data menu and select the MicroStrategy Dataset connector under the Other category. 3 – Select Is Not Null as operator. You can select more than one dataset report to include on the document. Follow the upgrade order and recommendations outlined in this guide, in particular the The Upgrade Process Checklist. KB9836: How is the Web XML API log enabled in MicroStrategy Web. To add a tooltip to a control. The objects stored in the metadata are reusable. 98K. Choose 'Clear All' and choose 'Advanced' in the Subtotals window. x To use the report as a data mart report, from the Data menu, select Configure Data Mart. Click the Enterprise Reporting Documents folder. 3. Dashboards executed in Flash mode require Flex Binary for the data and XML generation for the Dashboard definition. A preview of the. javac, jikes, etc. New feature was introduced that allows users to add buttons to dashboards in MicroStrategy Web 9. Examples include "Region = Northeast" or. x, Selector displays blank default answer if warehouse data changes and the original element is not available any more. Summary: Provides an overview of all of the areas in MicroStrategy Web, and a. 1. The MicroStrategy 9 platform consists of product components, such as Intelligence Server, a foundation for the BI platform; Report Services, an enterpriseMicroStrategy - Architecture. jsp file that you downloaded or create a JSP file that defines your custom login page. It visualises interactive dashboards, charts and graphs and improves analytics and predictive modelling capabilities. From the MicroStrategy home page, click New Metric . 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. Dossiers automatically adjust to look great on any screen. Add, rearrange, or remove data from a visualization in a dossier. 1. After selecting the blank dashboard, unlock it from the Options. Qualifications are the actual conditions that must be met for data to be included in the custom group element. Datasets contain the data that appears on a dossier. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. Document caching for dashboards and dossiers can be configured at the dashboard/dossier level using the ALTER DOCUMENT outline in Command Manager. x and edit it within Design. 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. 2. Manage Datasets. 04K subscribers. There are two privileges that are supposed to grant access:About custom groups. Output Mode. See the total is renamed. Documents and dashboards allow you to display your business data in a user-friendly way that is suitable for presentation to management for boardroom-quality material. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. Maulik Dhandhukia. Create a Visual Insight dashboard and add the above cube as the dataset: 3. Navigate to the appropriate location, name the file, and save it. Select a dashboard template when prompted. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. On the General tab, select the Use as Information Window check box. mstr file. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Steps to reproduce. You can import business data from many different sources, including local files, databases, Google Drive, etc. Workstation is the only space for analysts and app architects to build and manage content of all types. ; Enter the XQuery statement required to connect to the third-party. Browse and incorporate these templates into your own data dashboards. Visualization shows the entire webpage, which appears. Click Continue if the Preview Connector warning message pops up. 1 In a web browser, go to the following URL: The GPS Visualizer's Address Locator opens. Insert a standalone filter to the dashboard. MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. 2. This issue is specific to MicroStrategy 9. New feature was introduced that allows users to add buttons to dashboards in MicroStrategy Web 9. CAUSE: This is by design. Learn to share exact chapter level filter state of the dossier by embedding a filter in the comments. The dialog box for Options for PDFs opens. If the Republish Cube option is not available, the dataset may have been imported from a MicroStrategy server and cannot be republished. 26K. Microstrategy supports a wide range of data sources that you can ingest / integrate and visualize (Excel, csv, twitter, google. x does not exhibit the same behavior. The steps below use objects from the MicroStrategy Tutorial project as an example. From the File menu, point to New, and then select Document. Before Customization: After Customization: Launch the Web Customization Editor. Published: Jun 15, 2017 Last updated: May 17, 2023 Related versions: 10. Related articles from the Community: Knowledge Base: Is it possible to expose “Create Personal View” subscription option in Presentation mode for users who open a shared Dossier via URL API in MicroStrategy Web 10. Sample code for a simple login page using LoginPage. Create a new blank dashboard by going to 'Create Document' on the Shortcuts toolbar and select 'Blank Dashboard'. For steps to create text fields, see Adding text and data to a document: Text fields. | Meet. Defining Microcharts widgets. This KB article describes how to make the "My Account" button visible on the MicroStrategy Library page. MicroStrategy provides an extensive library of visualizations and an intuitive drag-and-drop interface make it easy for users to build data discovery dashboards. The following steps will create a set of 3 nested selectors. 2. Start Power BI Desktop. Select the Show check box to ensure that the legend is displayed on the graph. x-10. 4. Embed Flash RS dashboards within Microsoft Office documents, including Word, PowerPoint, Excel, and Outlook. Create a document with above report, save it and select “Display prompt but discard the current answers” option. Right-click the grid, then select Properties and Formatting. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy. In MicroStrategy Web 10, during Data Import, users are able to choose "Connect Live" data sources, which is also known as "Direct Data Access" function, as shown below: This allows users to connect to the data sources directly when build a Dashboard. This icon becomes visible when you point to the name of the report or document. In the Based On list, select the object to base the threshold on. 5. Collaborative discussion threads for real-time and. A preview of the. However, the dashboard behavior differs depending on whether the Visual insights dashboard was created through the web folder or by first opening the prompted report to create a dashboard from the tool menu. Type the following for the name: "Total for the #P #0". 1. . 1, 9. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Import. 1 and 9. 2. Add an attribute to the Rows drop zone. Create additional visualizations to display the data in multiple ways. Note that this visualization might not auto-size when exporting via PDF. Create, modify, and delete database instances, connections, and logins. The New Document dialog box opens, showing a selection of pre-generated document templates. Introduction to Dossier Authoring. Set the qualification on the "Revenue" metric, which is a rank on the top ten, and where the output level is the. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. Creating Interactive Dashboards for your Data Version 9.