Use Aggregate tables 2. Interacting with a Document: Selectors. For details, see the MicroStrategy Tech Notes TN11275 and. Go to MicroStrategy Web, right click on the HTML container. The document, named document_name. Click Certify. In MicroStrategy Developer, choose File > New > Report. x reports display the 'Metrics' column on the report grids by default. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. In the original project, create the document to be used as a portable document. " Why is this happening? The Export Engine has a setting that limits the maximum server . It also. Gather information about your data source. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. Once the Grid/Graph has been added to the document, you can: Add additional objects to the Grid/Graph. Documents can appear in almost as many ways as you can imagine and are generally formatted to suit your business needs, in a single display of presentation quality. To export a report while viewing it: Click the name of a report to display it. Place intelligence server close to the both the data warehouse and the metadata repository. Click in the desired section of the Layout area. World23 — It’s true, MicroStrategy World is back IN PERSON. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. col2…) While the default values should result in the. ( How?) On the Insert menu, point to Selector, then choose the selector style. For steps, see the Basic Reporting Guide. The dataset appears in bold text. Select Add Subscription for the type of subscription you want. x and 10. Interact with the data in real time (with targeting, filtering, and more). Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. In the Document Properties -> Document section, uncheck all available. When you export a report, you move a copy of the report into. Partial or Relative Path. If only one layout remains, the Document Header/Footer replaces the Layout Header/Footer. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. 2 by default. 4. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. From the left, click Export. Caching documents. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. These MicroStrategy Web features are discussed briefly in the topics listed. WHERE (col1, col2) in (SELECT s1. During our 10+ years of work with MicroStrategy we often encountered overlapping cube and cache questions and what are the best practices in order to manage them. Open the document to print. Click Show Advanced Options. To sort data, hover over a row or column, click the pop-up menu icon , and select one of the following: To sort the data in ascending order, click Sort ascending. Make two grids with different attributes and metrics in each 3. Dynamic Custom Group in Dashboards or Dossiers. In MicroStrategy Web, open the document in Design Mode. The Prompt Ordering dialog box opens. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. 0. 3. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. To change the grouping and sorting dataset. These MicroStrategy Web features are discussed briefly in the topics listed below. To create a selector that updates a view filter. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. Follow the steps below to split a dataset displayed as a grid in a Report Services Document:Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. Controls are the objects that display the data, images, and shapes in a document. Right click on the dataset report in document design mode. Select Image from the Insert menu, or click the Image icon in the toolbar. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Right-mouse click on fontPicker and select New Shortcut. The schedule wizard will be displayed as shown below. MicroStrategy Desktop 8. From the Format menu, select Apply Document Theme. Flip. 4) Run the document in presentation mode. Your data could be around retail transactions, airline flight patterns, web traffic, highway traffic… the number of possible Analyst use cases is only exceeded by the sheer volume of data available to you. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. In MicroStrategy Web, open the document in Design or Editable Mode. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. A Grid/Graph acts as a standard MicroStrategy report. Drill on an item in a graph. x - 10. To create a selector that updates a dynamic text field on a panel stack. In the Run Modes area, select the format (s) in which the document can be exported: •. Go to a new blank line. For detailed steps, see the Document Creation Help. 0: Schedule administrative tasks to be performed on all nodes of the cluster. Drilling on a Grid/Graph object in a document is similar to drilling on a report. MicroStrategy Optimization: VLDB Settings. 2 : Do one of the following, depending on which type of control that you want to use in the document: • To link a Grid/Graph to the Transaction Services report, right-click the Grid/Graph, then select Configure Transaction. In MicroStrategy Web, open the document in Design Mode. 2 : Select the horizontal section to resize. x is a . 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. Open a document in the Document Editor. The test is for a single cube (4M rows) republish executed on the MicroStrategy 2021 Update 2 release with platform as 32 CPU, 244 GB memory Amazon Linux machine. Enable document caching to generate the document only. 4. In MicroStrategy 10. 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. Select the Subscription Properties (seen. 1. Click. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. This allows users to get insights from one map rather than creating two or more maps. This can give you insight into tuning advanced report-related project settings. 3. During the data load process, Enterprise Manager gathers metadata from projects, transfers metadata and statistics information from staging tables into the Enterprise Manager repository, and converts raw data into a form that can be. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Specifically, this guide provides the following information:Expand the document section where you want the image by clicking the plus sign next to the section name. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use documents for data analysis. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. ). From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Supported data structure and distribution on Gateway. Below are some keyboard shortcuts to fine-tune the layers' positions. Read the parameter as per:Creating multi-layout documents. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. To enable totals or subtotals for a metric. The document opens in PDF View, in Acrobat Reader. Inside 'Panel1', add a grid by clicking Insert 'Grid. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Windows. For information on connecting to databases, see Connect to Databases. From the list of document templates, click Blank Document. Click the link for the desired manual or other documentation source. Click in the desired section of the Layout area. Select Grouping Properties. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 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. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off. You can also use dynamic images in. These objects include attributes, custom groups, consolidations, and metrics. Additional performance tuning best practices for OLAP Services are provided in the System Administration Help. 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. In MicroStrategy Developer, double-click the document name or icon. 4. III. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. This document demonstrates how to change the type of the date to a desired format such as 20080121 and use it as the filename. 10, 10. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object This kbase article is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 9. Enter a name for the custom group in the Enter Custom Group Name Here field. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Network configuration best practices. From the Home menu, select Page Setup. Connectivity Connectivity is typically the biggest concern among customers. Always consider to collect database statistics as the query execution plan is generated based on that. M icroStrategy Features. Chance the cover page to an image of your choosing. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. ACTION To enable ‘Export to Excel’ option, navigate to Tools à Document Properties à Document and enable Excel export format under Run Modes section:The document contains a text field (listed as Region) and image (listed as CompanyLogo), as well as two graphs, named Sales By Region and Commute. About prompts. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:To control whether the user wants to see such rows, two new settings have been introduced in MicroStrategy 9 as seen below: Note: This window can be accessed by going to the document editor ->Format ->Document Properties. Go to Properties and Formatting > Layout, change the width and height so the container is larger than the HTML body, including margin. 3. Stay tuned for more information. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. If the document is open in Presentation Mode, click the menu icon on. 3. The option to view or create Documents isn't visible in MicroStrategy Web 9. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. This document briefly summarizes commonIn MicroStrategy Narrowcast Server 9. Add a text field using one of the following methods depending on your goal for the text field: •. Gather information about your user audience. Create a grid report in MicroStrategy Web 9. View the orange Certified ribbon on the dossier. x. Right-click the text field to be formatted, and select Format. The Custom Group Editor appears. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and. Add metric "Yesterday" to the document section as dynamic text. Enter the offset of the drop shadow, in points, in Drop shadow depth. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. Properties and Formatting Dialog Box: Grid. These can be used to enhance a grid’s ability to convey richer meaning To access documentation resources on Windows. The datasets available to a document determine its content. 3. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. When you delete a layout, it is removed from the document. On the Freeform Sources tab, select Create Freeform SQL report. x - 10. Prior to MicroStrategy 9. Navigate to the folder to save the file in, then click OK. The documents must be worked on simultaneously, so. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. In the Grouping panel, right-click the grouping field on which to enable page-by. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. Business users move seamlessly between all five styles of BI and even combine multiple styles. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. x. 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. The document displays in its default display mode. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Download the zip. You can add a Map visualization to your dossier, to display your data as map markers on an interactive map. •. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Right click on the dynamic text and then click on "Format". However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. However the setting only takes effect for. 013 Developer (DVL) 2 2022. x reports display the 'Metrics' column on the report grids by default. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. Additionaly, pictures can be inserted borders drawn in the document. 2. 3. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. To apply the selections as a slice, clear the Apply selections as a filter. Drag and drop the reports into the Dataset Objects panel of the Document Editor. To find out if you are hitting any of the scenarios listed below, take advantage of MicroStrategy Integrity Manager and the Upgrade Analysis Dossier. Select the Dropdown Icon () on the right-hand side of the title bar. Click on "Properties and. 3. The sections below also. ( How?) Double-click the Grid/Graph to enable edit mode. Add the two reports Report Item Orders and Revenue and. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. CONTENT: Enable cube partitioning,. We're. Each layout will start on a new page. •. Visit the data visualization and data dashboard galleries for inspiration. You can also apply custom themes to an object. Click in the desired section of the Layout area. Use the Inspector tool to select an element: 3. 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. When you apply the visualization to the document in MicroStrategy Web, make sure to check the iPad option in the widget editor and save the document. Selector: The following options are available for selectors. How the user answers the question determines what data is displayed on the report when it is returned from your data source. To enhance PDF viewing performance, open Acrobat Reader before opening the document. ( you can set 5 Lk for 8. Dedicate a machine for the metadata repository. 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 export a report while viewing it: Click the name of a report to display it. The Insert Layout dialog box opens. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. In a document, you can display a report by adding a Grid/Graph to the document. Interactive dashboards in MicroStrategy. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. In the folder list, right click on the report > Share > Show HTML. Enterprise Manager is a set of pre-built documents that display data on how people are using your app, such as what device they're using, which documents they view the most, and app performance. 0. • Research efficient aggregation, partitioning, and indexing strategies. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Toolbar Options. Visit the data visualization and data dashboard galleries for inspiration. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. source field. Administrators are encouraged to consult the following Microsoft. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. The data from the report is used to populate the Grid/Graph. Documents can. 213 SDK for Customizing Analytical Applications 2022. From the Tools menu, select ExportDocument Template. Use developer tools to view the HTML so that you can find the element ID for the group-by element. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. 1. . To Create a Subscription in MicroStrategy Web. ) User can now select the Gotham Medium font in Developer. Choose the option Get Info. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset. Save the document as D1. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. In the Threshold Editor, select the threshold to copy, and click Copy in the toolbar. Click within the Dataset Objects area to add datasets for the document. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Click the Export. Click within the Dataset Objects area to add datasets for the document. Select File > Document Properties. General Preferences. For detailed information on tuning your MicroStrategy environment, see the Tuning your System for Best Performance chapter in the System Administration Help. To sort the data in descending order, click Sort. 20. Insert an HTML container and insert the script below. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. In the Office Add-ins dialog, click Upload My Add-in. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. In MicroStrategy Web, open the document in Design or Editable Mode. To export the report to Microsoft Excel as plain text, select Excel with plain text. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. Related versions: 10. A text field to type new notes. In the PDF Options dialog box determine the report scaling and orientation, and press Export. •. Navigate to Subscription Monitor in MicroStrategy Developer; Right-click and go to 'View Options' where it is possible to enable the Owner field; From the right-click menu, it is also possible to create a filter based on fields in case there are a number of subscription messages to go. To Export a Report or Document from the History List. The following clarifies these two possible meanings and their respective contexts:. In MicroStrategy Web, open the document in Design or Editable Mode. To Subscribe to a Report or Document. 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 . '. To drill on this object, hover over the underlined object, click , and click the drill. x, grid and graph displays are cut off on the right side. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. The Properties and Formatting dialog box opens. 2. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. To access documentation resources on Windows. This feature, however, might be distracting when designing or viewing a Free-form layout. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Grouping records together helps users who read the document to understand the data better. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. 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. Analyze the low performance query using DBA knowledge, add. This setting removes the sections that do not have any metric data. 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. For a report, click the name of the report to run it. The Export to Excel dialog box opens. 10. wherer as report filter is applied in the calculation itself i. Export the document to a PDF file, Excel spreadsheet, or HTML file for further analysis. The legend frame is moved to one of the default locations on the graph report. Go to Insert > Office Add-ins. Create a metric selector S1. Users can directly import a table, build a custom query, or execute stored procedures and scripts. In MicroStrategy Web, open the document in Design or Editable Mode. Create a metric selector S2. 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. See Defining selectors. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. Redis uses approximately 1. A dataset is a MicroStrategy report that is used on a document. pkg. Inside 'Panel1', add a grid by clicking Insert 'Grid. Use Index on all Key columns ( for conditions from WHERE clause,. WebSphere Application server is a third party tool therefore if further information is needed contact IBM support since this document is just provided as an introduction to this topic. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset. MicroStrategy Document Creation Help. 0. A prompt allows a user to provide an answer to restrict or filter data during report execution. MicroStrategy use TLS v1. txt file). The intent of this document is to give an overview of different technical aspects to consider when integrating MicroStrategy with Snowflake. It also helps configuring the data interaction between one object and the others. When MicroStrategy trains a decision tree model, the decision tree algorithm splits the training data into two sets; one set is used to develop the tree and the other set is used to validate it. To Subscribe to a Report or Document. 4. 215 Embedding Analytics with MicroStrategy REST API 2022. The Conditional Formatting dialog box opens. Yes, it's true. Open the Report Services Document in design view. 8. When user selects nothing, both text box will be hidden so nothing displayed. Click the name of the document to run it. 411 Project. Of course, you can always export a report or document from a regular report/document folder, into several formats such as Microsoft Excel, HTML, and so on. To get all of these features and security updates, you can download the latest release from the MicroStrategy Resource Center to on-prem deployments, or access MicroStrategy on AWS or Azure via the MicroStrategy Cloud Console. Exporting creates a package file with the extension . 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. x. * MicroStrategy does have support for dynamic sourcing with MDX sources. When you add a new text field, its formatting is determined by the control defaults. Select the Copilot icon in the left margin of your. In MicroStrategy Web 9. Report distribution is automatic. 1. To create a selector that updates a dynamic text field on a panel stack.