Click the Export to Excel icon in the toolbar. Create a Report Services Document in MicroStrategy Tutorial 2. The Properties dialog box opens. For background information on datasets, see Using datasets in documents. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. In a Report Services Document, when placing objects in the layout, the objects will snap to the grid dots that are seen in the background. ( you can set 5 Lk for 8. Select Image from the Insert menu, or click the Image icon in the toolbar. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. The Conditional Formatting dialog box opens. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. Auto alerts. Excel with plain text: Export the report to Microsoft Excel as plain text. Connectivity Connectivity is typically the biggest concern among customers. Select Load chapters on demand or Load pages on demand from the Execution Mode drop-down. 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 to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. Selecting the display theme for a document . Navigate to the folder to save the file in, then click OK. For more information and full documentation regarding the release, visit the What’s New section of. From a project in MicroStrategy Developer, navigate to the folder containing the document. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. Click the document name or icon. As shown in the screen shot below, in the Rename/Edit Objects Window, select the "Replace dynamic text" checkbox as shown below. Formatting options include font, alignment, borders (including 3D borders and drop shadows. Custom groups enable users to view specific elements based on a metric or specification. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. Dashboards in MicroStrategy Web. To add a text field to a document. Supported data structure and distribution on Gateway. 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 . 3. x ODBC calls by default. 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. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. 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. For reports and documents, the owner is also listed on the Details page. This allows users to get insights from one map rather than creating two or more maps. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off. To view a document in your content library, click on any of the object tiles that have a Document icon. The Bulk Export Setup dialog box is displayed. When user selects nothing, both text box will be hidden so nothing displayed. From the upper left of any page, click the MicroStrategy icon , then select History List. Therefore, prompts allow report designers to create reports that let users change the report content at run. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. 2 : Open the document in Design or Editable Mode. You can modify project-wide graph settings in the User Preferences page. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. Click the menu icon on the right, and select Send Now. Expand MicroStrategy Web Configuration inside the Application Settings view. If the Export to Excel icon is unavailable, you must select Excel as an export format. The editable mode is a fantastic resource for fine-tuning the layout of a document. In this Example we will use the MicroStrategy Tutorial Project using a Time Dimension Attribute going across along with the metrics where any other non-Time dimension attribute going vertically, without repeating Attribute values. A URL which defines the object's location in MicroStrategy Web. Use this tab to select either automatic or fixed column widths. To Subscribe to a Report or Document. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. To export a document template. ACTION: The DHTML Heat Map widget can be configured as below: In a document, insert a grid with one attribute and 2 metrics. Right click on the dataset report in document design mode. 3. 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. A grid is an essential element of data analysis. Right-click an underlined object on the grid, point to Drill, then select the destination object. Prior to MicroStrategy 9. Always consider to collect database statistics as the query execution plan is generated based on that. In MicroStrategy Developer, double-click the document name or icon. 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. From the Data menu, select Configure Bulk Export. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. 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. 2. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. The term "versioning" has two different meanings in a MicroStrategy context. In MicroStrategy Web, open the document in Design Mode. 3) When you log into the Enterprise Manager project, you can run reports that help you do the following: • Allocate system resources according to data warehouse usage. In MicroStrategy Web, open the document in Design or Editable Mode. Click in the desired section of the Layout area. 1. 2. Gather information about your data source. To enhance PDF viewing performance, open Acrobat Reader before opening the document. Drag and drop them into the Grouping panel. P82, was marked "FOR INTERNAL USE ONLY. 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. You can move the text field to any desired position. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. Select the prompt to modify and click the up or down arrows to change its order. col2…) While the default values should result in the. x reports display the 'Metrics' column on the report grids by default. Drag R2 to document as grid. The object uses a black Tahoma font and the Forecolor option is the color of the font. mstrc. The Submit button becomes available once text is inputed. x using multiple events event. Includes scorecards. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. To Create the Item Order Form Document. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. Download the PDF manual and get started with MicroStrategy Office today. The Grid section in the Properties and Formatting dialog box lets you choose how to format grid reports in your documents, or change how users drill on a grid or graph. You can access the Document Structure panel in Design Mode or Editable Mode by selecting Document Structure from the Tools menu. Follow below steps. When selecting a font to format a grid report or document in Developer, the. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. In MicroStrategy Web, open the document in Design Mode. The datasets available to a document determine its content. You can now see Dossiers and Documents in Dark Mode. Right-click the selector, then select Properties and Formatting. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. Dedicate a machine for the metadata repository. x. In the document layout area, right-click the text field that you want to format. A dataset is a set of data that can be displayed on a document. Enter the text of the desired macro or your own static text. To print all of the pages in. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. Select the theme and click OK. Depending on the document, the icons listed at the top may vary. Expand the document section where you want the image by clicking the plus sign next to the section name. In the Office Add-ins dialog, click Upload My Add-in. On the left, select Page. The Properties dialog box opens. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data. Stay in the flow and let Copilot help you add more to your document. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. To delete a layout from a multi-layout document INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. Check the "Quick switch" check box, as shown below: In Web. The key features of MicroStrategy platform are –. 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 enable totals or subtotals for a metric. This icon becomes visible when you point to the name of the report or document. To see sample documents in MicroStrategy Web: 1. 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). The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. A dataset is a MicroStrategy report that is used on a document. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. To export the report to Microsoft Excel as plain text, select Excel with plain text. For details, see the MicroStrategy Tech Notes TN11275 and. Properties and Formatting Dialog Box: Grid. The dataset appears in bold text. In a document, you can display a report by adding a Grid/Graph to the document. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Installation on the Desktop. We're. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. 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. The document opens in Design View in the Document Editor. Steps to format borders. 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 . Editable mode allows the designer to work in a "What You See Is What You Get" environment, so that every applied change is immediately visible on the screen, with no need to switch. Create a metric selector S1. Advanced color threshold — The Advanced Threshold Editor displays a. Toolbar Options. 2. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. xls format. This should be set to 'True' by default as shown in the image below:Dialog that is displayed when a user selects About from the MicroStrategy Office Help menu: client_name: The name of the client application (replaces MicroStrategy Office) server_name: The name of the server application (replaces MicroStrategy Web Services) web_link_url: Target URL of the Web link in the Help menu: web_link_textThis tab is accessed by selecting Options from the Grid menu when a report is displayed as a grid. To configure export settings in MicroStrategy Web. By default, the document opens in Presentation Mode. 421 Advanced Mobile Applications. The dialog box for Options for PDFs opens. Using the exact name of the font, enter a name for the new shortcut prefixed with " pkr ". xls format. A line appears in the Layout area to divide the sections. The text field for new notes opens. When you move the cursor to the Layout area, the pointer becomes crosshairs. The PDF that results from this selection is called a page of the original document. Do one of the following: For a report, click the name of the report to run it. Choose Recipients of the subscription and click Next. Right-click the document name or icon, and select Edit. Tell a story with your data using the dossier chapter/page format. Double-click the attribute to edit. Open MicroStrategy Developer 10. 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. Use Index on all Key columns ( for conditions from WHERE clause,. You can also apply a set of color and shading schemes to all the objects on a graph report. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 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. Click the name of a grid report to execute it. •. Do one of the following: For a report, click the name of the report to run it. From the Insert menu, select Text. It’s the collision of two worlds: technology and magic. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. To change the grouping and sorting dataset. 3. To edit a document in Design Mode, from a folder, right-click the document and select Edit. If the designers do not have access to the image, they cannot see the image while creating the document. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. All the forms for the selected attribute will be displayed. 2. Details: With the Data Import functionality, MicroStrategy imports data from Snowflake into our fast in. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. When viewing Report Services Documents in MicroStrategy Web 9. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. Enter a description for the custom group in the Enter Custom Group Description Here field. Add the prompt to a report. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. Save the image in the images folder where the. The document opens in Design View in the Document Editor. 3. source field. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Click the check mark symbol on the right of the drop-down. 1. x - 10. 1. Click the General tab. Build faster,more secure, more resilient applications and develop them quicker than ever. Right-click on the dossier once again. Getting started with documents. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. Action. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. To Enable Outline Mode on a Report. x. 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. jpg. col1, s1. Choose Excel and open a workbook. If the Export to PDF icon is unavailable, you must select PDF as an export format. Motivation: Customers can bring in data as a cache so they can save on costs using Snowflake. For a report, click the name of the report to run it. Add the two reports Report Item Orders and Revenue and. Tuning a MicroStrategy system is not an exact science. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. 4. Type a. In MicroStrategy Web 10. 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. Click the numbered buttons above the report to expand or collapse data for the page. The Grid options are displayed only if a grid or graph is selected. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. The Prompt Ordering dialog box opens. 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. MicroStrategy Desktop 8. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. 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. Expand the document section where you want the image by clicking the plus sign next to the section name. In MicroStrategy Web, right-click on a dossier and select Properties. TTF format) and install the file. For instructions, see Selecting available export formats. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. Exporting a document. Additional performance tuning best practices for OLAP Services are provided in the System Administration Help. Administrators can export the project settings in this tab to a . In the Source area, select a database instance for the database to access using Freeform SQL. If you arrived here from Workstation, click here for help. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. Forecast Sales. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. Yes, it's true. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. If you use Enterprise Manager, dedicate a machine for the Enterprise. This feature. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. There are several important factors to consider before tuning your system’s heap size settings. Click the MicroStrategy icon, and select Create Document. Selecting a display theme for an object The Light and Dark themes quickly change the overall look and feel of the selected object. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. Fixed column width mode allows you to manually create the column widths and the row heights by dragging handles that appear at the top of columns and the side of rows. 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. The third line does not use any HTML tags. Excel: This allows the user to export the document to Microsoft Excel in . 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. Inside 'Panel1', add a grid by clicking Insert 'Grid. 2. The following clarifies these two possible meanings and their respective contexts:. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. The formatting of the new section is. 2. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. 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. CONTENT: Enable cube partitioning,. The first document was technical document entitled "Narrowcast Server 7. wherer as report filter is applied in the calculation itself i. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. Export the document to a PDF file, Excel spreadsheet, or HTML file for further analysis. Read the parameter as per:Creating multi-layout documents. To sort the data in descending order, click Sort. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. In MicroStrategy Web, open the document in Design or Editable Mode. In MicroStrategy 10. 3. The Configure Transactions Editor opens. In MicroStrategy Web 2019, create a dossier and add a visualization. On the left, select Page. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. However the setting only takes effect for. This Knowledge Base articles provides some best practices for trying to improve large cube performance in MicroStrategy. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. 2. Drilling is available for Report Services Documents starting in MicroStrategy 9. 5. Formatting text fields. Below are some keyboard shortcuts to fine-tune the layers' positions. The data from the datasets is used to populate the report. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. From the Home menu, select Page Setup. Information is. 2 : If the document contains multiple layouts. Some document caches can be created without dataset caches, such as documents created against visual insight and so on. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. MICROSTRATEGY INCORPORATED SEC File Number 000-24435 Address of Issuer 1850 Towers Crescent Plaza Tysons Corner VIRGINIA 22182 Phone (703) 848. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. Notice surprising patterns with visualizations. Right-mouse click on fontPicker and select New Shortcut. All articles. For instructions, see Selecting available export formats. Click Click here to start a new qualification to begin to create a new view filter. 3. ; Type a name for the subscription in the Name field. When you export a report, you move a copy of the report into. 2. Choose the option Get Info. The following figure displays the SQL. 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. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. Click Switch to Function Editor. " The third document, ex. M icroStrategy Features. In MicroStrategy Web, open the document in Design or Editable Mode. MicroStrategy use TLS v1. Choose Empty Document. 5. Select Image from the Insert menu, or click the Image icon in the toolbar. These values are set by default when the "Oracle 11g" database object is used (set at Configuration Managers > Database Instances > Database Instance > Database connection Type ). Related Topics. 1. 3. Click the name of the document to run it. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. These icons provide different ways for you to view, interact, and share your document. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. You can insert an image such as a logo into a document. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. Below tuning suggestion is based on IBM Document on Performance Tuning. x. The Insert Layout dialog box opens. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Click the MicroStrategy icon, and select Create Document. Chance the cover page to an image of your choosing. Set the selectors S1 and S2 to target the three grids at the same time. 1. MicroStrategy SDK 2022. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. A MicroStrategy connection file (. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. When you specify an image by supplying the source. x - 10. In the Property List Window, set the 'Hide if empty' value to 'True. " Why is this happening? The Export Engine has a setting that limits the maximum server . MicroStrategy users can directly query your PostgreSQL database using our data import component. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Partial or Relative Path.