To Subscribe to a Report or Document. A broad selection of data visualizations (called widgets) and a wide variety of formatting options, including graph styles, shapes, document headers and footers, and watermarks, allows you to customize and fine-tune the. The sections below also. 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. Gather information about your MicroStrategy project. Go to MicroStrategy Web, right click on the HTML container. ( you can set 5 Lk for 8. The dataset report of a document contains the MicroStrategy objects that can be. You can modify project-wide graph settings in the User Preferences page. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. The Prompt Ordering dialog box opens. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. The Insert Function dialog box opens. Expand the document section where you want the image by clicking the plus sign next to the section name. 3 : From the Insert menu, select Layout. 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. Details: With the Data Import functionality, MicroStrategy imports data from Snowflake into our fast in. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). The key features of MicroStrategy platform are –. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. 013 Developer (DVL) 2. The same report accessed in web. 20. Interact with the data in real time (with targeting, filtering, and more). Type over the existing text or add new text. So firstly, source field. 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. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. ACTION: 1) Right mouse click on the transaction grid, choose Thresholds->Advanced. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. The Document Editor has multiple toolbars you can use to access different document features. Controls are the objects that display the data, images, and shapes in a document. III. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. The datasets available to a document determine its content. You can also use dynamic images in. 10. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. MicroStrategy Mobile on an Android Phone. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. This icon becomes visible when you point to the name of the report or document. 4. For detailed steps, see the Document Creation Help. Enter the offset of the drop shadow, in points, in. Selector: The following options are available for selectors. 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. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. x. 2. Select the theme and click OK. xls format. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. From the Tools menu, select Document Properties. Therefore, prompts allow report designers to create reports that let users change the report content at run. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. Click the hyperlink on the document and it opens the target report/document/VI dashboard and notice that the Selector B values are not getting passed on to the prompt in the target report/document/VI dashboard, instead the target report/document/VI dashboard displays the data for all the elements of the attribute used in selector B . Interactive dashboards in MicroStrategy. To view a custom HTML5 visualization in a document on an Android phone: Copy the visualization plug-in to the plugins folder in the MicroStrategy Web. To specify the export options in a document. You must perform the following general steps to add a prompt to a document: 1. Enable document caching to generate the document only. Save the report in MicroStrategy Web 10. Flip through the panels in a panel stack. Click the General tab. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. ' 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. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. 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. To remove a dataset from the document, click the name of the dataset that you want. Right-click the section and select Properties and Formatting. To format numbers in text fields. The legend frame is moved to one of the default locations on the graph report. 0. The first document was technical document entitled "Narrowcast Server 7. Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. To print the current layout only, select Current layout. CTRL + click to select the desired reports from the MicroStrategy Developer window. 2. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. If this setting was not switched on purpose, a possible cause for it to be set to 'No' is that the Accessibility mode option to 'Enable screen reader compatibility' is on. 0+, you have the ability to see how long it takes each visualization to execute, what query is being sent to the DataWarehouse, or what request is being done to an In-Memory intelligent cube. ( How?) Double-click the Grid/Graph to enable edit mode. What is a file delivery method? File delivery method is a method that users choose when creating a service with Service Wizard or Service Editor in MicroStrategy Narrowcast Server 9. Refresh the page, check Medium ’s site status, or find something interesting to read. • In MicroStrategy 11. 155. Add the two reports Report Item Orders and Revenue and. The document opens in PDF View, in Acrobat Reader. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Save the image in the images folder where the. Select the name of the series to define tooltips for a single series. You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. 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. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. Dashboard-style Documents. 2. Click Apply. In the Source area, select a database instance for the database to access using Freeform SQL. 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. g. Keynotes, product sessions, and sneaks into the next disruptive technology. 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. 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. The documents must be worked on simultaneously, so. Click Show Advanced Options. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. 213 SDK for Customizing Analytical Applications 2022. This article explains how to create a . Modifying the look of icons, reports, and folders. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. Click the menu icon on the right, point to Export, then select the export file format. In this case, change both to 116px (with 8px default left/right/top/bottom margins. For steps, see the Basic Reporting Guide. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. This checkbox is cleared by default. Auto alerts. JSON length allowed in the POST request of exporting in the. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. x. 1. The Properties and Formatting dialog box opens. Follow below steps. 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. Creating widgets. Using the command manager script file created in Step1, create a batch file that can be used to restart the MicroStrategy Intelligence Server. 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. Check the Certified option and click Ok. The Conditional Formatting dialog box opens. 213 SDK for Customizing Analytical Applications 2022. Selector: The following options are available for selectors. 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. ( How?) Select the control and do one of the following: Size the control on the Layout area: Select the control, and drag any of its red sizing handles to its new size. In the document layout area, right-click the text field that you want to format. If the designers do not have access to the image, they cannot see the image while creating the document. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. From the Format menu, select Apply Document Theme. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. 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. Installation on the Desktop. To print a MicroStrategy Web report: 1. To create a selector that updates a dynamic text field on a panel stack. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. The Telemetry Store application itself is limited to 2 GB of memory, however, its components use a varied amount depending on configuration, tuning, and usage. The following figure displays the SQL. These icons provide different ways for you to view, interact, and share your document. From a project in MicroStrategy Developer, navigate to the folder containing the document. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Save the report. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. 1. 3. Click the document name or icon. To specify the group-by element in a document, you use the gkey parameter in the URL. Users are unable to see the rest of the information because there is no scroll bar available. First, you open a blank document and select a report to use as the document's dataset. The option to view or create Documents isn't visible in MicroStrategy Web 9. For a document, edit the document in Design Mode or Editable Mode. Select the Subscription Properties (seen. KB442449: Dossier Performance: Connect Live performance considerations. In the original project, create the document to be used as a portable document. This setting needs to be at least the size of the largest cache file, or the. The Properties dialog box opens. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. To Create the Item Order Form Document. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. Self-service support. When viewing Report Services Documents in MicroStrategy Web 9. Run the document and press F12 to open the Developer Tools console. The data from the datasets is used to populate the report. Right-click the selector to update, and select . ). Double-click the attribute to edit. 3. x using multiple events event. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. The formatting of the new section is. Controls are shown in the document's Layout area as you design the document. Users must have the. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. To export the report to Microsoft Excel as plain text, select Excel with plain text. Users must have the "Add Notes" privilege to add new notes, but they do not need write access control on the document. pkg. Report Services documents utilize MicroStrategy objects to run complex and sophisticated reports. When you move the cursor to the Layout area, the pointer becomes crosshairs. Additionally the only objects available to add to the panel stack are buttons : Buttons can be shifted from their actual. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. In MicroStrategy Web, open the document in Design Mode. Toolbar Options. Report Services Documents in 10. The content of the report is displayed. Follow below steps to apply the. 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. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. 0. Click the location in the layout area to add the selector to. Create a grid report in MicroStrategy Web 9. MicroStrategy Document Creation Help. MicroStrategy use TLS v1. 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. A broad selection of data visualizations (called widgets) and a wide variety of formatting options, including graph styles, shapes, document headers and footers, and watermarks, allows you to customize and fine-tune the appearance of your documents. 2. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. For example, if you do not have administrative privileges, you do not see the Administration menu. . For reports and documents, the owner is also listed on the Details page. These can be used to enhance a grid’s ability to convey richer meaning To access documentation resources on Windows. Always consider to collect database statistics as the query execution plan is generated based on that. Redis uses approximately 1. 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. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. This will open the “Who has access” section: In the text field, users can type any group or user name. In the "Format: Template" window click on the "Color and Lines" tab. 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. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. To enhance PDF viewing performance, open Acrobat Reader before opening the document. Download the PDF manual and get started with MicroStrategy Office today. For a document, edit the document in Design Mode or Editable Mode. To update the cover pages for Report Services Documents: Go to Workstation. 0: Schedule administrative tasks to be performed on all nodes of the cluster. The document, named document_name. Open a document in the Document Editor. From the list of document templates, click Blank Document. x. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. The object uses a black Tahoma font and the Forecolor option is the color of the font. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. A cache is the stored results of a document query that has already been executed. Click Certify. Stay in the flow and let Copilot help you add more to your document. Forecast Sales. 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. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. By default, only the DESC form is in display form: If users wish to sort by a non-displayed form, such as DATE, in the Report Service document, the following steps can be taken:MicroStrategy Web Based Training (WBT), MicroStrategy World, Office Intelligence, Best in Business Intelligence, Pixel Perfect , Global Delivery Center, MicroStrategy Identity Platform, MicroStr ategy Loyalty Platform, Direct Connect, Ente rprise Grade Security For Every Business, Build Your Own BusinessThese suggestions will help you design an effective, attractive, and practical document. Export the document from the original project. General hardware recommendations. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. Caching documents. 2. ; 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 Office Add-ins dialog, click Upload My Add-in. The My Subscriptions page opens and displays a list of your subscriptions. This document provides the steps to accomplish the same. Execute the report again and notice the changes to the. To find out if you are hitting any of the scenarios listed below, take advantage of MicroStrategy Integrity Manager and the Upgrade Analysis Dossier. On the Freeform Sources tab, select Create Freeform SQL report. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. 2. Administrators can export the project settings in this tab to a . 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. 2. Enter the offset of the drop shadow, in points, in Drop shadow depth. Click on a dossier. We empower you with the skills to get the most out of your analytics investment. Click Click here to start a new qualification to begin to create a new view filter. Method 2: Document with a Grid without the Grid Title Bar. x - 10. To export a document template. Open the Report Services Document Editor. Right-click the control and select Properties and Formatting. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. To display it as both a grid and graph simultaneously, in the Property List: Appearance section, select Grid and Graph from the View mode drop-down list. Do one of the following: For a report, click the name of the report to run it. The Submit button becomes available once text is inputed. The Export to Excel option will now appear. This checkbox is cleared by default. Toolbar Options. From the left, select General. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. To do this, click in a blank area in the section. Right-click the text field to be formatted, and select Format. 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. In the. 2, user can apply a formatting theme to an entire Report Service document or to a specific object, such as a selector or text field, on a Report Service document. We're. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. From the Home menu, select Page Setup. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. Supported data structure and distribution on Gateway. In the upper left part of the Get Info page, notice the following link: Change Cover Page. This is how the behavior is set and displayed from within MicroStrategy Developer 9. 3. 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. In MicroStrategy Web, you can interact with a dashboard in the following ways: View the data as a grid, graph, or widget View filter can be applied after the metric calculations are done for a report. In MicroStrategy Web 2019, create a dossier and add a visualization. wherer as report filter is applied in the calculation itself i. The Format Objects dialog box opens. 215 Embedding Analytics with MicroStrategy REST API 2022. MicroStrategy Optimization: VLDB Settings. Opens the report in PDF format. x transmission functionality. View Documents. TTF format) and install the file. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. `. If you have MicroStrategy Enterprise Manager, you can fine-tune the design of your app based on user statistics. The ODBC connection uses 3. x, as shown below. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. If the document contains multiple layouts, click the tab of the layout to change. You can select more than one dataset report to include on the document. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. Windows. The PDF that results from this selection is called a page of the original document. Use Index on all Key columns ( for conditions from WHERE clause,. From the upper left of any page, click the MicroStrategy icon , then select History List. When you use the cube directly in the Dossier, the definition is applied to the cube directly and the MicroStrategy AE saves time since it doesn’t have to search and fetch an extra report definition. For instructions, see Selecting available export formats. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. The New Grid dialog box opens. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. For details, see the MicroStrategy Tech Notes TN11275 and. 3. The HTML tags format the first line as a heading 2. . You can now see Dossiers and Documents in Dark Mode. The Properties and Formatting dialog box opens. First, you open a blank document and select a report to use as the document's dataset. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. To configure export settings in MicroStrategy Web. To Create a Subscription in MicroStrategy Web. Select the Copilot icon in the left margin of your. The PDF that results from this selection is called a page of the original document. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. To add a text field to a document. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Chance the cover page to an image of your choosing. A selector can change panels, the focus of a grid or graph report, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. For formatting ideas, see Formatting suggestions. 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. in MSTR, go to project config, increase the project memory settings. VLDB settings 4. Follow the steps above to create a threshold for a metric on a report. 2 : Select the horizontal section to resize. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. x, grid and graph displays are cut off on the right side. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. col2…) While the default values should result in the. mstrc. Document Editor. 3. Right click on the dataset report in document design mode. Published: Mar 23, 2018. 155 Derived Metrics, View Filters, and Derived Elements. Right-mouse click on fontPicker and select New Shortcut. Properties and Formatting Dialog Box: Grid. Click the check mark symbol on the right of the drop-down. KB440273. 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. You can also apply a set of color and shading schemes to all the objects on a graph report. From the Tools menu, select Report Options. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. 213 SDK for Customizing Analytical Applications 2022. When you export a report, you move a copy of the report into. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. 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. Click. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. To print a document. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. To enable totals or subtotals for a metric. 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. 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. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. 2. •. Navigate to & expand System Pickers, then select fontPicker. 5. 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. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. To email a report or document on a schedule. 1. Click the Options icon . In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. Advanced Metrics, explains level metrics, conditional metrics, transformation. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer.