5. Creating documents You can create a document in one of several ways, depending on your needs: • On your own from start to finish using Design Mode or Editable Mode,. Windows. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. Click on "Properties and. Click in the desired section of the Layout area. ; From the Schedule drop-down, select a schedule or. 4. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. When you execute the document, the. Selector: The following options are available for selectors. Yes, it's true. Type a. Type the pop-up text in the Tooltip field. ACTION: 1) Right mouse click on the transaction grid, choose Thresholds->Advanced. From the Tools menu, select Report Options. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. Drilling is available for Report Services Documents starting in MicroStrategy 9. Formatting text fields. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. In MicroStrategy Web, open the document in Design Mode. To "float" the Grid/Graph on top of the background, apply a. 1. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. To manage your subscriptions in MicroStrategy Web. You can now see Dossiers and Documents in Dark Mode. . The Excel File will contain only the selected Grid Object data from the Document. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. x The first step in analyzing the performance of Intelligent Cube Publication is to look at the post-execution SQL view of the initially published Intelligent Cube and understanding the breakdown. rst, is saved in the selected folder. Go to a new blank line. Expand MicroStrategy Web Configuration inside the Application Settings view. Result caches: Report and document results that have already been calculated and processed, that are stored on the Intelligence Server machine so they can be retrieved more quickly than re-executing the request against the data warehouse. Continue creating this derived metric by following the steps to create a summary metric in Using a function to create a subtotal: Creating summary metrics. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. In MicroStrategy 10. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. Selecting the display theme for a document . x, if a report is in outline mode with totals enabled, when exported to Excel with the report collapsed to the lowest level, the exported version expands to show everything. Exercises: Documents and MicroStrategy OLAP Services. In MicroStrategy 11. ; From the Schedule drop-down, select a schedule or. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. Fully customizable with editors in Dossier or Web Report Services Documents (DHTML widgets) for appearance; Compatible with all supported versions of MicroStrategy Desktop, Web, Library and Mobile. 1. Advanced color threshold — The Advanced Threshold Editor displays a. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. Dashboard-style Documents. When data is imported from a non-MicroStrategy source in MicroStrategy Web, the data is mapped to define attributes and metrics, and then published as an Intelligent Cube. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. The following workflow describes the process of creating a document for viewing on a mobile device. To create a selector that updates a dynamic text field on a panel stack. From the Home menu, select Export. Select the Copilot icon in the left margin of your. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. For background information on datasets, see Using datasets in documents. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. Expand the Public Objects folder, then expand the Reports folder. In MicroStrategy Web, log in to the Tutorial project. Report and document URLs can be included in Report Services documents to link to specific reports and documents. Click in the desired section of the Layout area. For example, if you do not have administrative privileges, you do not see the Administration menu. x ODBC calls by default. Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. Information is. 2. To define how the selector is applied to all targets, do one of the following: To apply the selections as a filter, select the Apply selections as a filter. From the Home menu, select Export, and then select the required output format. Add content to an existing document. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. Point to Conditional Formatting, then select Advanced. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. A grid is an essential element of data analysis. Note that the benefit of tuning this aspect of the system may not result in significant decreases in file descriptors, and may result in other performance penalties, as cache files are only accessed when the cache is actively being loaded,. 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, unified Web interface. When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. The editable mode is a fantastic resource for fine-tuning the layout of a document. 5. In the Layout category in the Preferences dialog box, select the Re-calculate legend size automatically when data changes check box, and then the Reposition chart frame and legend check box. Dynamic Custom Group in Dashboards or Dossiers. For details, see the MicroStrategy Tech Notes TN11275 and. Self-service support. Therefore, prompts allow report designers to create reports that let users change the report content at run. Add one of the controls listed above. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. 1. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. The Format Objects dialog box opens. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. In MicroStrategy 10. Choose Excel and open a workbook. Save the report. From the left, select General. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. To update the cover pages for Report Services Documents: Go to Workstation. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. To Create a Subscription in MicroStrategy Web. 5+: Preview Dark Mode. The Grid options are displayed only if a grid or graph is selected. The document displays in its default display mode. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. In MicroStrategy Web, open the document in Design Mode or Editable Mode. Stay in the flow and let Copilot help you add more to your document. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. Click the menu icon on the right, and select Print. Download the zip. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. You can search, view, and edit all project-level settings. 215 Embedding Analytics with MicroStrategy REST API 2022. Includes scorecards. On the My Subscriptions page, under the Email section, click Add email subscription. The Browse for Folder dialog box opens. x is a . In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Mobile - To send the report or document execution to the mobile device. You will also discover how to leverage the MicroStrategy platform and its features to. To export a report while viewing it: Click the name of a report to display it. In the Source area, select a database instance for the database to access using Freeform SQL. On the Freeform Sources tab, select Create Freeform SQL report. MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Expand and collapse individual levels by clicking the or icons within each row on the report. The aim of this KB is to have a look at the Live connected intelligent cubes performance considerations as it’s necessary to understand how many steps are involved in the process, of course each step consumes time, hence the more steps the more time will take a dossier to. In MicroStrategy Web, open the document in Design or Editable Mode. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. Selecting a display theme for an objectThis "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Viewing the SQL provides a good way to troubleshoot and fine-tune the selection of data that is retrieved from your data source and displayed in reports. To add a tooltip to a control. 4. Custom groups enable users to view specific elements based on a metric or specification. 215 Embedding Analytics with MicroStrategy REST API 2022. There are multiple ways to intervene the database to generate a better SQL execution plan. The Format Objects dialog box opens. Place Intelligence Server close to the both the data warehouse and the metadata repository. Toolbar Options. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. It’s the collision of two worlds: technology and magic. The documents must be worked on simultaneously, so. exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. To Export a Report or Document from the History List. The document has one layout and no grouping. The second line is displayed in a blue Courier font by the HTML tags. A common requirement is to have a link in the second Report Services Document to return to the first report. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. Steps to format borders. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. In MicroStrategy Web, open the document in Design or Editable Mode. ACTION: Create a new Document in MicroStrategy Web 9. A user may want to move the objects in smaller or larger increments. For more information and full documentation regarding the release, visit the What’s New section of. When you move the cursor to the Layout area, the pointer becomes crosshairs. Select the name of the series to define tooltips for a single series. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. As shown below: Put 1st text box above 2nd text box, and apply background color to 1st text box so that is covers the 2nd one. MicroStrategy Optimization: VLDB Settings. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. On the upper right of any page, click your user name, and then select Preferences from the drop. The option to view or create Documents isn't visible in MicroStrategy Web 9. A document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time, along with images and text. Interacting with a Document: Selectors. 11, 10. Analyze the low performance query using DBA knowledge, add. The datasets available to a document determine its content. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. In MicroStrategy Web, right-click on a dossier and select Properties. Save the image in the images folder where the. x. x - 10. Click in the desired section of the Layout area. x, Control Documents provide a way to personalize the name of files generated by services. The New Grid dialog box opens. Select Export from Home menu, and then click PDF. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). Click in the desired section of the Layout area. Administrators can export the project settings in this tab to a . The Custom Group Editor appears. ' Both R1 and D1 are listed as dependents as shown below:A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. 2. Build faster,more secure, more resilient applications and develop them quicker than ever. A Grid/Graph can be directly associated with one dataset report. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. 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. Click Field to open a drop-down menu of the attributes and metrics on the Grid. Drag R2 to document as grid. x - 10. 2. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. ( How?) On the Insert menu, point to Selector, then choose the selector style. x. A selector can change in a panel stack. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. •. For steps to create custom themes, see Creating custom display themes. You can add a Map visualization to your dossier, to display your data as map markers on an interactive map. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. Designing and Creating Documents begins with a brief review of basic concepts, such as executing and printing documents, that are covered in the MicroStrategy Web help. 2. This feature, however, might be distracting when designing or viewing a Free-form layout. Click within the Dataset Objects area to add datasets for the document. Auto alerts. From the Home menu, select Page Setup. MicroStrategy Document Creation Help. 9 and 10. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. To remove a dataset from the document, click the name of the dataset that you want. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. X . To "float" the Grid/Graph on top of the background, apply a. 155 Derived Metrics, View Filters, and Derived Elements. 3. In MicroStrategy Web, if you do not own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Add to History List or Add to Mobile. To specify the group-by element in a document, you use the gkey parameter in the URL. When subtotals are enabled on a Microstrategy Desktop report, attributes in a page-by are defaulted to display "Total" as the last option in the drop-down box. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. The Document and Dashboard Analysis Guide describes the steps for a business analyst to execute and analyze a document in MicroStrategy Web and MicroStrategy Developer. view filter are local to the report and report filter can be used for other reports as well. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. In MicroStrategy Web, open the document in Design or Editable Mode. A URL which defines the object's location in MicroStrategy Web. However the setting only takes effect for. From the left, click Export. Formatting options include font, alignment, borders (including 3D borders and drop shadows. Click Apply. 0. 2. In MicroStrategy Developer, open the folder that contains the attribute to modify. One of your most important jobs as a MicroStrategy system administrator is to find the balance that maximizes the use of your system's capacity to provide the best performance possible for the required number of users. 213 SDK for Customizing Analytical Applications 2022. A dataset is a MicroStrategy report that is used on a document. Video Tutorials. Business users move seamlessly between all five styles of BI and even combine multiple styles. NET application that can run on both Windows 2000 and 2003 and Internet Information Services 5. , Cube Filter: Year between 2006 and 2010; Report Filter: Year in (2007, 2008) Report filter should at least filter on all attributes and attribute forms. Grouping records together helps users who read the document to understand the data better. Selecting the display theme for a document . In the Page-By mode drop-down list, select one of the following:Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. •. Also, see the documentation for your particular Web application server for additional tuning information. 213 SDK for Customizing Analytical Applications 2022. You can add documents to your Library using MicroStrategy Workstation or Web. Minimum MicroStrategy version: 10. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. SQL view also includes various execution statistics for a report, such as the number of rows, number of columns, the time it took to execute, and so on. Click Submit to add the new note. Copy the URL link for the report that appears inside the source tag, like shown below. (A dataset is a set of data that can be displayed on a document; it can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. This icon becomes visible when you point to the name of the report or document. this is the memory MSTR uses for worker set. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. Once the prompts are in the correct order (for the example, the order is Region and Call Center), click OK to return to the Document Editor. Click in the desired section of the Layout area. 4 when having two separate search boxes searching on two different forms of the same att… Number of Views 527 Constructing URL API to run a Report Services Document (RSD) with a specific. MicroStrategy Web 8. The modules can be mapped to a different warehouse, used as starter kits to develop custom applications or used as a source of reporting ideas for designing effective grid reports, graph reports, documents, and dashboards. From the Data menu of the Document Editor, select Edit View Filter. At this stage, all metrics are available in both S1 and S2, but the order is different. In MicroStrategy Web, on the reports page, under the name of the report/document that you want to create a subscription for, click the Subscriptions icon . mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. This article explains how to resolve IIS executionTimeout errors that occur when executing MicroStrategy Web documents with large amounts of data selected in a filter. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Note: More elaborate programs will require additional library files and are out of the scope of this document. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. Ad hoc query. In MicroStrategy Narrowcast Server 9. Include bookmarks in the PDF. When you move the cursor to the Layout area, the pointer becomes crosshairs. Documents can. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. 013 Developer (DVL) 2 2022. ; Type a name for the subscription in the Name field. Right-click the text field to be formatted, and select Format. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. 0: Schedule administrative tasks to be performed on all nodes of the cluster. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. Excel with plain text: Export the report to Microsoft Excel as plain text. The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. For more information, click Help in MicroStrategy Web. Right-click the control and select Properties and Formatting. Visit the data visualization and data dashboard galleries for inspiration. The resulting aligned controls are shown in the following image: To enable or disable the Snap to Grid featureThis "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. 0, one fifth of the training data was always reserved for validating the model built on the remaining four fifths of the data. txt file). A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. Adding Text and Data to Documents. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. 3. 2. Select the theme and click OK. Using Subscription Monitor in MicroStrategy Developer. x, as shown below. The use of slowly-changing dimensions is described in the following MicroStrategy Knowledge Base document: KB5200-800-0479 - How to implement slowly-changing dimensions using. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. M icroStrategy Features. 6. This checkbox is cleared by default. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. MicroStrategy analytical modules are packaged analytic components built using the MicroStrategy platform. To create a static label, type text: a. Users must have the. There is a lot of excitement around this update as it will include highly anticipated features like Information Windows and the ability to create and edit dossiers right from MicroStrategy Library and the MicroStrategy App. In MicroStrategy Web, open the document in Design Mode. From the Home menu, select Page Setup. The Document and Dashboard Analysis Guide describes the steps for a business analyst to execute and analyze a document in MicroStrategy Web and MicroStrategy Developer. A dataset is a set of data that can be displayed on a document. Click Click here to start a new qualification to begin to create a new view filter. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:As an Analyst, you are passionate about using data to help drive informed business decisions within your organization. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. pkg. For details, see the MicroStrategy Tech Notes TN11275 and. Dedicate a machine for the metadata repository. To do this, select either the bar containing the section's name, or click inside the section in a blank area (not on a control). Click the document name or icon. When you move the cursor to the Layout area, the pointer becomes crosshairs. By default, the Bulk export database instance, which is the database instance for the database containing the report data, is defined as the data warehouse for the project. 3. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Interact with the data in real time (with targeting, filtering, and more). This additional layer of abstraction provides flexibility for the MicroStrategy Architect, who can tune the MicroStrategy model by making changes to the views rather than physical changes to the underlying tables. The text field for new notes opens. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Keynotes, product sessions, and sneaks into the next disruptive technology. Right-click the document name or icon, and select Edit. Place Intelligence Server close to the both the data warehouse and the metadata repository. 3 . Also, see the documentation for your particular Web application server for additional tuning information. Report Services documents are an excellent. When you add a new text field, its formatting is determined by the control defaults. 0 with the same name. To change the grouping and sorting dataset. It is possible to pass a specific attribute element to a new prompt from one document to another document using URL API in MicroStrategy Web in MicroStrategy 9. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. Search for users or add users by clicking on the add icon. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. browse button. In the Document Properties -> Document section, uncheck all available. Adding Text and Data to Documents discusses. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. The default engine version of MicroStrategy 2021 is AE13. Use Aggregate tables 2. Viewing the SQL provides a good way to troubleshoot and fine-tune the selection of data that is retrieved from your data source and displayed in reports. MicroStrategy Administration •With system Manager – Combine multiple processes for MSTR environment into single work flow that can be deployed at a scheduled time or on Demand. Enable document caching to generate the document only. The PDF View of the document is shown in the following image. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. Click the Export to Excel icon in the toolbar. Gather information about your data source. To hide entire sections of a MicroStrategy Report Services document complete the following steps: Select the section you want to hide on the MicroStrategy Report Services document. x reports display the 'Metrics' column on the report grids by default. In this example, you execute a document called "Casino Analysis" (located in MicroStrategy Tutorial>Shared Reports>MicroStrategy Platform Capabilities>MicroStrategy Report Services>Visual Insight). Select to display the text box in the required date format s shown in the image below:When exporting a report from MicroStrategy Web to Excel, it is expected that the Excel filename will be the same filename as the report it was saved under. To add a section to a document. To export the report to Microsoft Excel as plain text, select Excel with plain text. On the My Subscriptions page, under the Email section, click Add email subscription.