Grids formatting, contrasts, transparency, global formatting and KPI summaries. Right-click the object users will click to send an email. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. It is based on MicroStrategy Tutorial. Self-service for analytics creation, exploration, and user interactivity. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. ACTION Getting started with documents 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. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Select existing text or add new text to use as a hyperlink. Run the report. Open a report, create a text box, and add some text. Visit the data visualization and data dashboard galleries for inspiration. Click the link for the desired manual or other documentation source. js file, which contains the Embedding API, as the value of the src attribute in the first <script> node. To change the values displayed on a report,Inserting selectors into documents. Create a panel in the Detail Header section of the document and add the report grid to the panel with formatting. source field 2. x, under Editable mode. Notice that there is no. Right-click the header of the attribute whose elements you want to use to. The user double-clicks an object to add it to the Selected list. Powerful filtering options, with new visual filters. The HTML tags format the first line as a heading 2. On the dataset "Revenue & Discount by Category, Country, Month" create a new derived metric "KPI" defined as follows. Search Box selector: In this new style selector as we type in the search box for an element it shows the matching list of elements so the user can select among the displayed. Click OK. 2. My example takes California counties. 3) Insert the HTML Container (From Insert menu or go for short-cut icons with HTML tag symbol. I could read on the MSTR site that the difference between Dashboards and Documents is the following: Document is a editing and formatting of report in a prescribed manner. Adding images. ( How?) Double-click the Grid/Graph to enable edit mode. This video shows 15 things I usually do when creating a dashboard. Choose Display as icon to embed, or Link to file for a link. You can use the Enterprise Manager reports and dashboards out-of-the-box, or you can modify the reports to return exactly the data you want to analyze for your MicroStrategy environment. Create a simple dashboard in MicroStrategy Web and insert an image. If you are on a folder page, that folder is searched by default. The Full option exports a snapshot of each page and each individual visualization. This can be achieved by going to the 'Insert' menu and selecting 'Layout'. The styles are listed below: Drop-down. 0. Open MicroStrategy Developer 10. In General: Disable 'Show title bar'. Click in the desired section of the Layout area. A link lets an analyst execute another document or report (the target) from a document (the source). For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. ) in metrics or attributes in MicroStrategy 9. 1. Users can interact with the Dossier. Choose one of the Pre-load options: To pre-load all panels when the document is executed in MicroStrategy Web, unless the panel load setting for a specific panel stack is defined differently, select All panels of all panel stacks. The links to report and documents can be directly emailed without running them starting from MicroStrategy Analytics Enterprise 9. Approach. You'll find everything from waterfall charts to word clouds in our community. It also serves as a quick guide to the other. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. 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. x can be uploaded to the centralized server. Live Demonstrate PBI August 30, 2023. Open a document in the Document Editor. Add the two grids to the panel stack next to each other. For instructions, see Adding panel stacks to documents. 1. MicroStrategy Web (. This javascript file is included in the MicroStrategyLibrary web application. 4 Hotfix 7. 1, users notice that the value label does not show for any of the slices when inserted into a document and executed in Flash mode. x and setting up the MicroStrategy Narrowcast Server 9. 3 – Select Is Not Null as operator. 0 with the same name. 9 and 10. Enter a Form name and Description. When you specify an image by supplying the source. 3. This is shown in the picture below: Users can select to insert some customized text by clicking on the icons shown in the picture. 0. Document Name: VI: year by Cost # of Grids are: 3 year by Cost Title: HELLO! Property Name Set FormattingFont -----Property Name Name -- VALUE: Arial -----Property Name. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Dashboard Templates Overview. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. Close the Visualization Builder, and then re-open it. 3. Dynamic data fields in hyperlinks. From MicroStrategy Web create a simple report containing on the Item attribute. 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. The user can do this by importing the layout of the second document into the first document. Create or edit reports with authoring functionality. The HTML is retrieved dynamically when the document is executed. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. x-10. 4. You can add controls to the panel, in the same way you add controls to other parts of the document. For steps, see Starting MicroStrategy Web. You can change any of the formatting options for the new HTML container. An RS dashboard is commonly only one page long, is intended to be viewed online, and usually provides interactive features that let analysts change how they view the RS dashboard's data. browse button So firstly, source field. On the Insert menu, point to Auto Text, and then select Date and Time. Click the MicroStrategy icon, and select Create Document. Data displayed in MicroStrategy Viewers can be filtered by different criteria. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different authentication environments. In the Office Add-ins dialog, click Upload My Add-in. You will need to follow these steps: Inside the Report Services Document insert a text field (or an object which allow you to establish a link like an image)To Create the Item Order Form Document. For more information, see Creating pop-up tooltips in controls. The property is named "document grids from multiple datasets" and defaults to enabled but can be set to disabled. The following URL API syntax can be used to export the current document including the currently selected panels in Express View. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. If you use an index value, you specify it using base 0. If the Export to Excel icon is unavailable, you must select Excel as an export format. Check the Merge checkbox under Rows in the Header section. In other words, one can only filter on a set number of days or months. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. For details, see Creating derived metrics. The Create New Attribute Form dialog box now appears. The document opens in PDF View, in Acrobat Reader. The Page level option only provides a snapshot of each page. 4. Without data, the dashboard will not show the user anything. A control can be any of the following: •. On the left, expand Format and select Alignment. x - 10. In MicroStrategy Web, a user expands the levels to navigate to an object. Open the document which has already been created with the grid in it. 4. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. Multi-select the dossiers (press and hold the Ctrl key for Windows and Command key. To update the cover pages for Report Services Documents: Go to Workstation. Execute the document and the R generated. When you create a document, you can specify the data that appears, control. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. In addition, they can insert pictures and draw borders in the document. In the document layout area, right-click the text field that you want to format. . Radio Buttons. The panel stack is added to the document, with a single panel. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. 10. The demo also covers Dashboard export settings. Clicking on the "continue" button will then "insert" the visualizations directly into your Excel Worksheet or PowerPoint Slide. Dossier’s intuitive, drag-and-drop interface enables you to display and explore your data in seconds. Go to File > Page Setup. For instructions, see Adding panel stacks to documents. 0-10. Dashboard execution stages can be represented below: MicroStrategy Intelligence Server When an end user makes a Document Execution Request through any client (a web browser via MicroStrategy Web, the MicroStrategy Desktop/Developer client, the MicroStrategy Mobile app, or the MicroStrategy Office client), the request is sent to. mstrc file created before and click Continue. To change the values displayed on a report, To insert a selector. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. Under 'Source tables', select a table and click 'Set as Lookup'. Step 1. If you select Not in List, then the attribute elements in the Selected list will not be included in the threshold condition. Below is an example of a fully embedded Dossier/Dashboards within MicroStrategy Library. 2. This article provides a list of new enhancements and default settings available to users exporting a dossier to a PDF in MicroStrategy version 2020 of Workstation, Web, or Desktop. Creating a multi-layout document. 4. How to shrink an oversized document or dashboard to print with a 8 1/2 x 11 paper size in MicroStrategy Developer 9. However, if the administrators or MicroStrategy Technical Support require. You can insert an image such as a logo into a document. Note: If the tooltip is only. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Slider. In MicroStrategy Tutorial: Create a Report with Category, Subcategory, and Profit. Select a control from the Insert toolbar or menu, then click an area in the document to place the control. From the drop-down list on the left, select In List or Not In List. Switch to the Performance Configuration tab and enable the following three counters:Download Article. In MicroStrategy Web, log in to the Tutorial project. File Explorer (Finder on Mac) will appear. We drag the attributes product - Subcategory and Shipping cost - to the rows box. In the Embed Code section, copy the embed code (iframe). 0, and right click the document, you will notice that the Edit option is greyed out as seen below: CAUSE: The panel stack is added to the document, with a single panel. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. However, the SQL used to execute the report can still be viewed and obtained. It is possible to re-write the URLs to be more dynamic to reduce the maintenance required; however, note that doing so will render the links unusable in PDF. You can rapidly move from raw data to experimentation to discovering new insights. Check other tables and select/deselect correct tables. Define a link to R2 and for the prompt resolution for Region prompt select "Answer Dynamically". Select the Show Tooltip (Web Only) check box. Panel Stacks are a powerful tool used in dossier authoring to provide dynamic and rich insights while saving real estate on the canvas. Dashboard Templates Overview. Before you export, set the. Reference the image in the form of '. To Create the Item Order Form Document. x, under Editable mode. In MicroStrategy Web, open the document in Design or Editable Mode. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an objectThis video will demonstrate how to link an Excel dashboard chart to a Word document or Powerpoint slide. [WORKAROUND] Add a report filter as per KB43660 to a grid report. The impact of the issue described in this document is limited to report services documents being run on Android devices that were created using one of the iPhone or iPad templates in MicroStrategy Web 9. list. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Add a Grid visualization from Report 1. Watch on. MicroStrategy promotes dashboard self-service by enabling users to create their own dashboards on the fly leveraging customized preformatted templates that can include a. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. Report Services Documents in 10. 6. Choose Display as icon to embed, or Link to file for a link. Watch this video to learn more about the Expert. Expected display in interactive mode: In Flash mode:In MicroStrategy Developer, open the folder that contains the attribute to modify. 2. This metric is used for getting "1" value for all rows. Click any of the documents listed on the right side of MicroStrategy Web, to execute it and see the results. Click the Enterprise Reporting Documents folder. Add data fields. To create the header, select Header from the Edit drop. Add auto text codes. 4. Click the document name or icon. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. For Flash dashboards, the Web Server will first upload a Flash dashboard viewer component to the end user browser (called DashboardViewer. Define a link to R2 and for the prompt resolution for Region prompt select "Answer Dynamically". The real-time information from the web or the formatted HTML is displayed within the HTML container, in the following modes in MicroStrategy Web: You can create HTML containers using either of the following methods: You can display a website by typing a URL in the HTML container. x does not keep track of the object dependency between Report Services documents and reports used as datasets for the documents. To remove the tab from being visible, follow these steps: Go to design mode for the document where the 'Layout' tab is no longer desired and under the 'Tools' tab, select the 'Document Properties' option: A new window will open. Add a text field using one of the following methods depending on your goal for the text field: •. Expand the document section where you want the image by clicking the plus sign next to the section name. Right-click the control and select Properties and Formatting. By being only one page long, an RS dashboard makes it easy to view the entire document at the same time and see. The dataset report of a document contains the MicroStrategy objects that can be. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. Add a Panel Selector. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. In the Layout area, right-click in the section above or below where you want to add the new section, and then select either Insert Section Above or Insert Section Below. Views 1543. STEPS TO REPRODUCE: In MicroStrategy Web, create a report with the attribute Year in the row and the metric Cost in the column. 2. 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. Click Shared Reports. The Code Editor tab should be open. Add auto text codes. The bigger the Dashboard size the. 1. Within the control, click on "Hyperlink" and enter in the syntax of the mail tag. Word Cloud visualizations do this by using font size and color to make important words appear bigger and bolder. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. Log in to the MicroStrategy Tutorial sample project. and. 4. To create a new layout using a document template, click the Document Layoutstab, then select a template. For future reference, when the term “Dossier” is used in this document it also refers to Visual Insight Dashboards. Create a derived metric Percentage Total By Column Use the formula: You can add a new panel by inserting a blank panel or copying an existing panel, as described below: To insert a new, blank panel, right-click the panel stack, point to Panels, and then select Insert. The documents and dashboards in this folder are a sample of the types of documents that can be built using MicroStrategy Report Services. The options available depend on your user privileges and the display modes. How to Set the X-Frame-Options to Load a Dossier Dashboard from a different Application Server using MicroStrategy Embedding SDK 10. ), and execute Java programs. “ Data without context is meaningless. 1. Published: Dec 28, 2017. <xsl. It is possible to re-write the URLs to be more dynamic to reduce the maintenance required; however, note that doing so will render the links unusable in PDF. The Document and Dashboard Analysis Guide describes the steps for a business analyst to execute and analyze a document in MicroStrategy Web and MicroStrategy. First, you open a blank document and select a report to use as the document's dataset. x. In MicroStrategy Web, log in to the Tutorial project. CAUSE This is a known issue with MicroStrategy 10. Flip through the panels in a panel stack. Mapbox partners with community mapping. Ceate Report Services document D1 based on R1. In a report, right-click an object and select Edit Links. Telling a Story with MicroStrategy Dossier. 2. On the example above, they are displayed as Report Objects on the left of the Report Viewer. In a few minutes you will be able to. The purpose of this knowledge base article is to explain how to pass selections of multiple selectors to a document using URL API in MicroStrategy Web 10. The documents must be worked on simultaneously, so. And then in the first document, import the. 1 In some business scenario, it is needed to embed graphs into a grid column to make the grid more visualized. Then we insert the second visualization into the report as shown in the following screenshot. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. Create a blank Report Services document with the above report. This business requirements document template is a quick and easy guide to creating your own BRD. The user can do this by importing the layout of the second document into the first document. If the document is rendered in full screen mode by default, the height of the document page should be set to 1334-40=1294. By empowering data-driven organizations with Ai’s proprietary natural language generation (NLG) platform, Wordsmith, businesses are able to deliver the right insight, to the right person, at the right time and in the easiest-to-understand medium—the written word. This is easily done using the &hiddensections URL parameter that can be obtained from the folder browsing page. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. The value label will show up fine in Interactive mode. Follow the steps below to display row numbers in one column on the report in MicroStrategy Developer 9. 1. 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. The Subtotals dialog box opens. To insert and define panels, follow the high-level steps below: Insert a panel stack (the holder for the panels). Add the text field to any section of the document. The Input Metric Formula dialog box opens. We will obtain this information using the MicroStrategy APIs. 3. Click the document name or icon. Using the export to excel option from the grid header outputs an Excel file with the full-screen content of the dashboard even though the desired content was only a grid from the dashboard . Users can embed special text that resolves to SERVERNAME and PROJECT. This Information Window can be closed by pressing the X in the upper right hand, and even when it's closed, the content in the grid will remain filtered. This article explains how to programmatically set a selector in a dashboard using MicroStrategy SDK 9. Create two Panel Stacks: Grid View and Graph View. In MicroStrategy 10. Save the HTML document. 1. The content of the report is displayed. To replace a null value for the final report display only, enter the replacement value (such as a zero) in the Null Display Settings area for any of the scenarios listed: An empty value is. Go to Insert > Office Add-ins. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. Explore. (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. The document displays in its default display mode. The default grid visualization will appear. 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 the Datasets pane, select the object or objects by which to group. In MicroStrategy Web, open the document in Design or Editable Mode. Transform your apps quickly and deliver a personalized analytics experience with unmatched performance for each user. Introduction to Dossier Authoring. In Design Mode, a document designer adds widgets to a document and defines them. 3. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a dashboard, and ad d visual representa tions of the dataTo add a tooltip to a control. To log and monitor document data preparation, open the MicroStrategy Diagnostics and Performance logging found under Start > Programs > MicroStrategy > Tools. Case Functions. Add an email alert for when Revenue goes above 0, as shown below. Because there are no standard sizes for Android devices, dashboards created using iOS templates (iPhone or iPad) may not render. Locate the file that you want and then double-click it. Click the Export to Excel icon in the toolbar. This will impact users running existing documents after the environment has been upgraded to 9. KB263918: How to Refresh a Report or Report Services Document Using the. In MicroStrategy Cloud Express, under the Advanced team, create a new dashboard, like shown below. 4) Right-click on the text box and select Edit Links. A dataset is a MicroStrategy report that is used on a document. For instructions, see Formatting HTML document contents. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. Back then, the dossier editor (formerly known as Visual Insight) was a powerful BI tool with limited design functionality. From the left, select General. x and 10. g. In the Office Add-ins dialog, click Upload My Add-in. Multi-select the dossiers (press and hold the Ctrl key for Windows and Command key. For instructions, see Selecting available export formats. Open Workstation. 1. To view sample RS documents created for each mobile device, in the MicroStrategy Tutorial project, navigate to the Shared Reports folder. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. 4. xOpen a report in Graph View. Exporting allows you to send data to other applications. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. From the list of document templates, click Blank Document. Insert multiple instances of the graph report into a document. To add text to the HTML document, in the Layout pane, place the cursor where you would like to insert the text, and then type the text. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. The script in this. To change the display of null values. Right-click a control and choose Properties and Formatting. To create a multi-layout document Click OK. Select Create from File. Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. 1. Open up the same document in MicroStrategy Web 10.